WAKEMED: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: WAKEMED (EIN 56-6017737)
Tax period: 2010-10-01 to 2011-09-30
Filed: 2012-11-15
IRS object ID: 201203249349300100
Schema version: 2010v3.4
Note: A later return for the same period supersedes this one.
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule H
Schedule I
Schedule J
Schedule K
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-15T05:42:33-06:00	Timestamp
Tax Period End Date	2011-09-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CLIFTONLARSONALLEN LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	101 N TRYON STREET SUITE 1000	AddressLine1
City	CHARLOTTE	City
State	NC	State
ZIP Code	28246	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-10-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	566017737	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	WAKEMED	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	WAKE	NameControl
Phone	9193500522	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3000 NEW BERN AVE	AddressLine1
City	RALEIGH	City
State	NC	State
ZIP Code	27610	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MICHAEL DEVAUGHN	Name
Title	CFO	Title
Phone	9193500522	Phone
Date Signed	2012-11-15	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	GREGORY W JOHNS	Name
Phone	7049985200	Phone

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)
Amended Return	X	AmendedReturn

Doing Business As DoingBusinessAs

Field	Value	IRS element (for citing)
Business Name Line1	SEE SCHEDULE O	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	WILLIAM K ATKINSON PHD	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	3000 NEW BERN AVE	AddressLine1
City	RALEIGH	City
State	NC	State
ZIP Code	27610	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	1316811525	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.WAKEMED.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1965	YearFormation
State Legal Domicile	NC	StateLegalDomicile
Activity Or Mission Description	WAKEMED IS A MULTI-FACILITY HEALTH SYSTEM, PROVIDING STATE OF THE ART, HIGH QUALITY CARE.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	14	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	14	NbrIndependentVotingMembers
Total Nbr Employees	8770	TotalNbrEmployees
Total Nbr Volunteers	1627	TotalNbrVolunteers
Total Gross UBI	2441478	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	5965412	ContributionsGrantsPriorYear
Contributions Grants Current Year	5720938	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	877653989	ProgramServiceRevenuePriorYear
Program Service Revenue CY	920937695	ProgramServiceRevenueCY
Investment Income Prior Year	11942993	InvestmentIncomePriorYear
Investment Income Current Year	15487893	InvestmentIncomeCurrentYear
Other Revenue Prior Year	1013153	OtherRevenuePriorYear
Other Revenue Current Year	928079	OtherRevenueCurrentYear
Total Revenue Prior Year	896575547	TotalRevenuePriorYear
Total Revenue Current Year	943074605	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	1217664	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	1667290	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	475390247	SalariesEtcPriorYear
Salaries Etc Current Year	494163620	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	416779932	OtherExpensePriorYear
Other Expenses Current Year	441394424	OtherExpensesCurrentYear
Total Expenses Prior Year	893387843	TotalExpensesPriorYear
Total Expenses Current Year	937225334	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	3187704	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	5849271	RevenuesLessExpensesCY
Total Assets BOY	1335640583	TotalAssetsBOY
Total Assets EOY	1362673830	TotalAssetsEOY
Total Liabilities BOY	663145048	TotalLiabilitiesBOY
Total Liabilities EOY	654720444	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	672495535	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	707953386	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	WAKEMED PROVIDES OUTSTANDING AND COMPASSIONATE CARE TO ALL WHO SEEK OUR SERVICES. WE ARE COMMITTED TO THE HEALTH & WELLNESS OF THE COMMUNITIES WE SERVE BY PROVIDING PREVENTIVE, DIAGNOSTIC, IN/OUT PATIENT, REHABILITATIVE AND SKILLED NURSING CARE TO ALL REGARDLESS OF ABILITY TO PAY. WE ALSO COLLABORATE WITH OTHER COMMUNITY ORGANIZATIONS TO IMPROVE HEALTH STATUS & ACCESS.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	235504683	Expense
Revenue	229227372	Revenue
Description	SURGICAL SERVICES - WAKEMED OFFERS SURGICAL SERVICES IN FOUR LOCATIONS; WAKEMED RALEIGH CAMPUS, WAKEMED CARY HOSPITAL, WAKEMED NORTH HEALTHPLEX AND BLUE RIDGE SURGERY CENTER. ALL OF THESE FACILITIES PROVIDE SURGICAL SERVICES TO ALL WHO SEEK CARE REGARDLESS OF THEIR ABILITY TO PAY. BY HAVING IN AND OUT PATIENT SERVICES IN FOUR DISTINCT LOCATIONS THROUGHOUT THE COUNTY, WAKEMED HAS IMPROVED ACCESS TO THESE NEEDED SERVICES. IN JUNE OF 2012 AN ADDITIONAL DAY SURGERY LOCATION WILL OPEN IN EAST RALEIGH. ACCESS TO SPECIALTY CARE CONTINUES TO BE ONE OF THE KEY HEALTH CONCERNS FACING OUR COMMUNITY. WAKEMED HAS EXPANDED ITS NETWORK OF SPECIALISTS AND WAKEMED FACULTY PHYSICIANS IS ONE OF THE KEY GROUPS OF PHYSICIANS WHO PROVIDE SUBSPECIALITY CARE TO THE UNDERINSURED AND WORK WITH THE PATIENT TO PROVIDE DISCOUNTED FEES BASED ON INCOME AND NEED. MANY PHYSICIANS ON THE MEDICAL STAFF CONTINUE THIS PRACTICE OF PROVDING QUALITY CARE TO PATIENTS REGARDLESS OF ABILITY TO PAY. LAST YEAR, SURGERIES WERE PERFORMED ON 29,085 PATIENTS (AN INCREASE OF 3.5% OVER 2010) IN THE WAKEMED SYSTEM. OF THESE SURGERIES, 7,855 (27%) WERE INSURED UNDER MEDICARE, 4,404 (15%) WERE INSURED UNDER MEDICAID AND 1,499 (5.2%) WERE UNINSURED (OR SELF PAY OR CHARITY CARE).	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	224900878	Expense
Revenue	242850442	Revenue
Description	HEART SERVICES - WAKEMED'S HEART AND VASCULAR PROGRAM IS NOT ONLY THE LARGEST, BUT ONE OF THE MOST WELL RESPECTED IN CARDIOVASCULAR PROGRAMS IN NORTH CAROLINA. LAST YEAR, MORE THAN 25,000 CARDIOVASCULAR PROCEDURES WERE CONDUCTED FOR NEARLY 13,536 IN AND OUT PATIENTS CASES IN THE WAKEMED SYSTEM. PROCEDURES INCLUDED SURGERY, CARDIAC CATHERIZATIONS AND ELECTROPHYSIOLOGY AND THOUSANDS OF OTHERS WERE TREATED MEDICALLY AS IN AND OUTPATIENTS THROUGHOUT THE SYSTEM. HEART DISEASE REMAINS THE SECOND LEADING CAUSE OF DEATH IN WAKE COUNTY. ADDITIONALLY, THE COUNTY'S 2010 HEALTH ASSESSMENT IDENTIFIES MANAGEMENT OF CHRONIC DISEASE OF PARAMOUNT IMPORTANCE TO WAKE COUNTY RESIDENTS' OVERALL HEALTH. WAKEMED'S HEART CENTER HAS MADE SIGNIFICANT STRIDES IN PROGRAMS AND SERVICES AIMING TO REDUCE HEART DISEASE AND DIABETES AND IMPROVE PATIENTS' UNDERSTANDING OF DISEASE MANAGEMENT. THE WAKEMED HEART CENTER PROVIDES A COMPREHENSIVE CONTINUUM OF CARE FOR THE CARDIAC PATIENT FROM EDUCATION AND PREVENTION TO DIAGNOSIS, INTERVENTION, SURGERY, CARDIAC REHABILITATION AND ON-GOING DISEASE MANAGEMENT FOR HEART FAILURE. FREE EDUCATION PROGRAMS ARE OFFERED REGULARLY FOR OUR PATIENTS, THEIR FAMILY MEMBERS AND THE COMMUNITY TO COMPLEMENT OUR COMPREHENSIVE CARE SERVICES. OUR INTENTIONS ARE TO TEACH PATIENTS ABOUT THEIR RISK FACTORS FOR HEART DISEASE AND ENCOURAGE HEALTHY BEHAVIORS THROUGH LIFESTYLE CHANGES, THUS BUILDING A FOUNDATION FOR A HEALTHIER POPULATION. WAKEMED MOBILE CRITICAL CARE SERVICES PROVIDES CRITICAL CARE TRANSPORT VIA GROUND AND AIR SERVICING. SERVING APPROXIMATELY 1,300 CRITICALLY ILL PATIENTS EACH MONTH, IT IS THE BUSIEST INTER-FACILITY GROUND TRANSPORT SERVICE IN THE STATE. EACH YEAR, WAKEMED'S HEART CENTER PROVIDES FREE HEALTH SCREENINGS INCLUDING CHOLESTEROL SCREENINGS, BLOOD PRESSURE CHECKS, VASCULAR SCREENINGS AND STROKE ASSESSMENTS THROUGHOUT THE COMMUNITY. THESE SCREENINGS ARE DESIGNED TO BE A SECONDARY PREVENTION ACTIVITY TO DETECT EARLY ONSET OF DISEASE AND ILLNESS. WAKEMED CONDUCTS TRAINING FOR THE PROGRAM CPR ANYTIME AT MULTIPLE LOCATIONS IN WAKE COUNTY, AND PROVIDES CPR ANYTIME KITS THROUGHOUT THE COMMUNITY AT MORE THAN A 70 PERCENT DISCOUNTED COST. LAST FISCAL YEAR, WAKEMED PERFORMED 25,742 PROCEDURES IN THE HEART CENTER; OF THESE 15,210 (60%) WERE INSURED UNDER MEDICARE, 1,700 (6.6%) WERE INSURED UNDER MEDICAID AND 444 (4.2%) OF THESE PATIENTS WERE UNINSURED.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	76718474	Expense
Revenue	115446336	Revenue
Description	EMERGENCY SERVICES - ACCESS TO AFFORDABLE HEALTH CARE CONTINUES TO BE A CRITICAL CHALLENGE FACING WAKE COUNTY'S RESIDENTS. ONE OF THE MANY WAYS WAKEMED HAS IMPROVED ACCESS FOR WAKE COUNTY RESIDENTS IS THROUGH OUR MULTIPLE LOCATIONS AND PHYSICIANS OFFICES THROUGHOUT THE COMMUNITY. OVER THE PAST COUPLE OF YEARS, WAKEMED HAS OPENED FULL SERVICE, STAND ALONE EMERGENCY DEPARTMENTS, WHICH ARE GEOGRAPHICALLY SPREAD THROUGHOUT THE COUNTY, INCREASING CONVENIENT ACCESS TO EMERGENCY CARE FOR PATIENTS. WAKEMED IS AMONG THE TOP THREE VOLUME PROVIDERS OF EMERGENCY CARE IN NC. ITS FIVE ADULT EMERGENCY DEPARTMENTS ARE LOCATED THROUGHOUT WAKE COUNTY. OUR CHILDREN'S EMERGENCY DEPARTMENT IN RALEIGH IS THE ONLY CHILDREN'S ED IN THE COUNTY. WAKEMED'S RALEIGH CAMPUS IS ALSO HOME TO WAKE COUNTY'S ONLY LEVEL I TRAUMA CENTER, THE HIGHEST DESIGNATION AWARDED TO TRAUMA CENTERS IN NORTH CAROLINA. OUR TRAUMA SERVICE INCLUDES FIVE ADULT INTENSIVE CARE UNITS AND A PEDIATRIC INTENSIVE CARE UNIT AS WELL AS A COMPREHENSIVE ACUTE, INPATIENT AND OUTPATIENT PHYSICAL REHABILITATION PROGRAM. WAKEMED'S EMERGENCY AND TRAUMA SERVICES TREAT ALL PATIENTS WHO PRESENT SEEKING MEDICAL CARE, REGARDLESS OF THEIR ABILITY TO PAY. IN FY11, 210,030 PATIENTS WERE TREATED IN WAKEMED'S EMERGENCY DEPARTMENTS; OF THESE PATIENTS 34,438 (16.4%) WERE INSURED UNDER MEDICARE; 50,827 (26%) WERE INSURED UNDER MEDICAID; AND 45,796 (22%) WERE UNINSURED. OVER 48% OF ALL PATIENTS SEEN IN OUR EDS ARE EITHER MEDICAID OR UNINSURED RESULTING IN WAKEMED PROVIDING CARE FOR MORE THAN 80 PERCENT OF THE COUNTY'S UNINSURED AND MEDICAID PATIENTS. A SIXTH EMERGENCY DEPARTMENT OPENED JANUARY 9, 2012 WHICH WILL SERVE THE GROWING NORTH WESTERN PORTION OF WAKE COUNTY AS WELL AS EASTERN DURHAM COUNTY. ALL OF THE STAND ALONE LOCATIONS SERVE AREAS WHICH ARE OTHERWISE UNDERSERVED BY DEDICATED MEDICAL SERVICES.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	291911137	Expense
Grants	1614817	Grants
Revenue	329018852	Revenue

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	291911137	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	1614817	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	329018852	TotalOfOtherProgramServiceRev
Total Program Service Expense	829035172	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	1	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	1	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	1	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	1	Hospital
Financial Stmt Attached	1	FinancialStmtAttached
Grants To Organizations	1	GrantsToOrganizations
Grants To Individuals	1	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	1	TaxExemptBonds
Invest Tax Exempt Bonds	0	InvestTaxExemptBonds
Escrow Account	0	EscrowAccount
On Behalf Of Issuer	0	OnBehalfOfIssuer
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	0	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	1	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	1	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	600	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	8770	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
Foreign Financial Account	1	ForeignFinancialAccount
Name Of Foreign Country	CJ	NameOfForeignCountry
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
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	14	NbrVotingGoverningBodyMembers
Number Independent Voting Members	14	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	1	ElectionOfBoardMembers
Decisions Subject To Approval	1	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	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	0	CompensationProcessOther
Investment In Joint Venture	1	InvestmentInJointVenture
Written Policy Or Procedure	1	WrittenPolicyOrProcedure
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	MICHAEL DEVAUGHN CFO	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	9193500522	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	3000 NEW BERN AVE	AddressLine1
City	RALEIGH	City
State	NC	State
ZIP Code	27610	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (32 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee
THOMAS B OXHOLM
BOARD OF DIRECTORS - CHAIR	10.00	X	0	0	0
WILLIAM H MCBRIDE
BOARD OF DIRECTORS - VICE CHAIR	7.30	X	0	0	0
JERRY C BERNSTEIN MD
BOARD OF DIRECTORS - SECRETARY	6.30	X	0	0	0
RICHARD F BAKER
BOARD MEMBER	7.80	X	0	0	0
LARRY D BARBOUR
BOARD MEMBER	7.00	X	0	0	0
ROBERT A CERWIN MD
BOARD MEMBER	4.00	X	0	0	0
DANA D COPELAND MD
BOARD MEMBER	5.00	X	0	0	0
BRENDA C GIBSON
BOARD MEMBER	8.00	X	0	0	0
M JACKSON NICHOLS
BOARD MEMBER	5.00	X	0	0	0
WILLIAM R MCNEAL
BOARD MEMBER	4.00	X	0	0	0
LESLIE MERRITT
BOARD MEMBER	4.30	X	0	0	0
CHRISTINA ALVARADO SHANAHAN
BOARD MEMBER	5.50	X	0	0	0
LORRAINE M WRIGHT PHD
BOARD MEMBER	8.30	X	0	0	0
LLOYD M YATES
BOARD MEMBER	5.00	X	0	0	0
WILLIAM K ATKINSON PHD
CEO	80.00		1606033	0	27336	X
MICHAEL DEVAUGHN
CFO	60.00		475057	0	20031	X
THOMAS GETTINGER
EXEC VP & COO	60.00		396574	0	8358	X
ROYLYN JOHNSON
OFFICER-SECRETARY	40.00		85686	0	8901	X
KATHLEEN K GORMLEY
EXECUTIVE VP OPERATIONS & AMBULATORY	55.00		559149	0	25168		X
DAVID C COULTER
SENIOR VP - ADMINISTRATOR - CARY HOSPITAL	55.00		428128	0	25556		X
MARY A WILCOX
SENIOR VP - OPERATIONS & CNO	50.00		311222	0	25662		X
JEANENE R MARTIN
SENIOR VP - HR	65.00		302055	0	28375		X
EVIN D ARLEDGE
VP & CIO	55.00		286413	0	27240		X
THOMAS G CAVENDER
VP FACILITIES & CONSTRUCTION	60.00		262653	0	22855		X
CAROLYN KNAUP
VP - AMBULATORY SERVICES	60.00		217791	0	27309		X
BETSY GASKINS-MCCLAINE
VP HEART & VASCULAR SERVICES	60.00		243295	0	26436		X
GEORGIA C SUMIEL
VP OPERATIONS	48.00		206445	0	18925		X
TIMOTHY E HARRIS
PHYSICIAN	40.00		818692	0	25058			X
MARK L WOOD
PHYSICIAN	40.00		737264	0	30933			X
JOHNATHAN D CHAPPELL
PHYSICIAN	40.00		712705	0	23198			X
GURVINDER S DEOL
PHYSICIAN	40.00		799175	0	29683			X
ROBERT G HOWARD JR MD
PHYSICIAN	40.00		572034	0	25429			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	9020371	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	426453	TotalOtherCompensation
Number Individuals GT100 K	359	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
OWENS & MINOR
4200 GLOBAL ST	RALEIGH	NC	27610	MEDICAL PRODUCTS	32226562
AMERISOURCEBERGEN
PO BOX 530494	ATLANTA	GA	303530494	PHARMACEUTICALS	24589360
BRASFIELD & GORRIE LLC
8521 SIX FORKS RD 110	RALEIGH	NC	27615	CONSTRUCTION	19922417
BOSTON SCIENTIFIC
PO BOX 8500-6205	PHILADELPHIA	PA	191786205	MEDICAL DEVICES	15763684
MEDTRONIC
PO BOX 409201	ATLANTA	GA	303849201	MEDICAL DEVICES	14302017

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	378	NumberOfContractorsGT100K
Government Grants	5069909	GovernmentGrants
All Other Contributions	651029	AllOtherContributions
Total Contributions	5720938	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	PATIENT SERVICES	Description
Business Code	621500	BusinessCode
Total Revenue Column	902196746	TotalRevenueColumn
Related Or Exempt Function Income	901595698	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	601048	UnrelatedBusinessRevenue

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	18740949	TotalRevenueColumn
Related Or Exempt Function Income	14710090	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	1840430	UnrelatedBusinessRevenue
Exclusion	$2,190,429	ExclusionAmount

Field	Value	IRS element (for citing)
Total Program Service Revenue	920937695	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	14053028	TotalRevenueColumn
Exclusion	$14,053,028	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	769567	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	78702	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	690865	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	690865	TotalRevenueColumn
Exclusion	$690,865	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	374265599	Securities
Other	827484	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	373085715	Securities
Other	572503	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	1179884	Securities
Other	254981	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	1434865	TotalRevenueColumn
Exclusion	$1,434,865	ExclusionAmount

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	INVESTMENT IN SUBS	Description
Business Code	621610	BusinessCode
Total Revenue Column	237214	TotalRevenueColumn
Related Or Exempt Function Income	237214	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	237214	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	943074605	TotalRevenueColumn
Related Or Exempt Function Income	916543002	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	2441478	UnrelatedBusinessRevenue
Exclusion	$18,369,187	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	1614817	Total
Program Services	1614817	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	52473	Total
Program Services	52473	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	5712448	Total
Management And General	5712448	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	406708827	Total
Program Services	342333091	ProgramServices
Management And General	64375736	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	17650674	Total
Program Services	15003073	ProgramServices
Management And General	2647601	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	36596509	Total
Program Services	31107033	ProgramServices
Management And General	5489476	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	27495162	Total
Program Services	23370888	ProgramServices
Management And General	4124274	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	1774126	Total
Program Services	1667679	ProgramServices
Management And General	106447	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	213831	Total
Program Services	195762	ProgramServices
Management And General	18069	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	475457	Total
Program Services	446930	ProgramServices
Management And General	28527	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	1514869	Total
Management And General	1514869	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	108922128	Total
Program Services	102386800	ProgramServices
Management And General	6535328	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	5083575	Total
Program Services	4778561	ProgramServices
Management And General	305014	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	178519184	Total
Program Services	167808033	ProgramServices
Management And General	10711151	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	10662337	Total
Program Services	10022597	ProgramServices
Management And General	639740	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	17816425	Total
Program Services	16747440	ProgramServices
Management And General	1068985	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	760384	Total
Program Services	714761	ProgramServices
Management And General	45623	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	1165604	Total
Program Services	1095668	ProgramServices
Management And General	69936	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	15625934	Total
Program Services	15625934	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	61338553	Total
Program Services	61338553	ProgramServices

Insurance Insurance

Field	Value	IRS element (for citing)
Total	5985871	Total
Program Services	5626719	ProgramServices
Management And General	359152	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
REPAIRS/MAINT	18160496	14528397	3632099
MINOR EQUIPMENT	3851623	3620526	231097
LAUNDRY	2205807	2205807
PATIENT TRANSPORT	1595694	1595694

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	5722526	Total
Program Services	5147936	ProgramServices
Management And General	574590	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	937225334	Total
Program Services	829035172	ProgramServices
Management And General	108190162	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	47880	BOY
EOY	54892	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	526517265	BOY
EOY	567398778	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	668736	BOY
EOY	380053	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	116153089	BOY
EOY	122045084	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	19481828	BOY
EOY	18983249	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	9621002	BOY
EOY	7164240	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	1213074735	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	693727810	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	526315095	BOY
EOY	519346925	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	48902633	BOY
EOY	49468660	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	87933055	BOY
EOY	77831949	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	1335640583	BOY
EOY	1362673830	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	128040889	BOY
EOY	132227054	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	1351501	BOY
EOY	1088448	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	463845902	BOY
EOY	455346622	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	69906756	BOY
EOY	66058320	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	663145048	BOY
EOY	654720444	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	671933552	BOY
EOY	707401312	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	561983	BOY
EOY	552074	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	672495535	BOY
EOY	707953386	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1335640583	BOY
EOY	1362673830	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	5849271	ReconcilationRevenueExpenses
Reconcilation Other Changes	29608580	ReconcilationOtherChanges
Info In Schedule O Part XII	X	InfoInScheduleOPartXII
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	1	FederalGrantAuditRequired
Federal Grant Audit Performed	1	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital170b1 Aiii	X	Hospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	Volunteers
Paid Staff Or Management	1	PaidStaffOrManagement
Media Advertisements	0	MediaAdvertisements
Mailings Members	0	MailingsMembers
Publications Or Broadcast	0	PublicationsOrBroadcast
Grants Other Organizations	0	GrantsOtherOrganizations
Direct Contact Legislators	1	DirectContactLegislators
Direct Contact Legislators	$475,457	DirectContactLegislatorsAmount
Rallies Demonstrations	0	RalliesDemonstrations
Other Activities	0	OtherActivities
Total Lobbying Expenditures IIB	475457	TotalLobbyingExpendituresIIB
Not Described In501c3	0	NotDescribedIn501c3

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	322669	BeginningOfYearBalance
Investment Earnings Or Losses	5980	InvestmentEarningsOrLosses
Administrative Expenses	1114	AdministrativeExpenses
End Of Year Balance	327535	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	316547	BeginningOfYearBalance
Investment Earnings Or Losses	7328	InvestmentEarningsOrLosses
Administrative Expenses	1206	AdministrativeExpenses
End Of Year Balance	322669	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	350781	BeginningOfYearBalance
Investment Earnings Or Losses	9625	InvestmentEarningsOrLosses
Other Expenditures	42650	OtherExpenditures
Administrative Expenses	1209	AdministrativeExpenses
End Of Year Balance	316547	EndOfYearBalance

Field	Value	IRS element (for citing)
Permanent Endowment EOY Balance	1.00000	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	0	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	3889817	OtherCostOrOtherBasis
Book Value	3889817	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	563810148	OtherCostOrOtherBasis
Depreciation	190826143	Depreciation
Book Value	372984005	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	8791173	OtherCostOrOtherBasis
Depreciation	4912043	Depreciation
Book Value	3879130	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	593322235	OtherCostOrOtherBasis
Depreciation	482804845	Depreciation
Book Value	110517390	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	43261362	OtherCostOrOtherBasis
Depreciation	15184779	Depreciation
Book Value	28076583	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	519346925	TotalOfBookValueLandBuildings

Other Assets OtherAssets (6 entries)

DescriptionDescription	Book ValueBookValue
ASSETS WHOSE LIFE IS LIMITED	6924875
PREPAID PENSION OBLIGATION	923658
DEFERRED BOND FINANCING COSTS	10877786
OTHER EQUITY INVESTMENTS	751225
RESTRICTED FUNDS	33002690
DESIGNATED FUNDS	25351715

Field	Value	IRS element (for citing)
Total Book Value Other Assets	77831949	TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescription	AmountAmount
CAPITAL LEASES	$183,479
MISC LEASES - LT	$2,237,266
DUE TO 3RD PARTIES	$42,917,635
ESTIMATED MALPRACTICE	$20,577,515
ACCRUED INTEREST	$142,425

Field	Value	IRS element (for citing)
Total Of Amounts	66058320	TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

Field	Value	IRS element (for citing)
Identifier	DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:	Identifier
Return Reference	PART V, LINE 4:	ReturnReference
Explanation	THE ALLEN TRUST ENDOWMENT FUNDS ARE USED TO PROVIDE POOR AND INDIGENT PATIENTS WITH PRIVATE DUTY NURSING CARE. WAKEMED DEFINES POOR AND INDIGENT PATIENTS AS THOSE WITH A FINANCIAL CLASS OF SELF-PAY OR MEDICAID. A SITTER CAN BE IN EITHER THE HOSPITAL OR HOMECARE SETTING.	Explanation

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)

RegionRegion	Type Of Activities ConductedTypeOfActivitiesConducted	Specific Services ProvidedSpecificServicesProvided	Total ExpendituresTotalExpenditures
EAST ASIA	PROGRAM SERVICE	PATIENT TRANSPORT	16990
CARIBBEAN	CONFERENCE		4784
EUROPE	CONFERENCE		1442
NORTH AMERICA	CONFERENCE		10110
CARIBBEAN	INVESTMENT		60000

Field	Value	IRS element (for citing)
Subtotal Number Of Offices	0	SubtotalNumberOfOffices
Subtotal Number Of Employees	0	SubtotalNumberOfEmployees
Cont Number Of Offices	0	ContNumberOfOffices
Cont Number Of Employees	0	ContNumberOfEmployees
Total Number Of Offices	0	TotalNumberOfOffices
Total Number Of Employees	0	TotalNumberOfEmployees
Subtotal Amount Spent	93326	SubtotalAmountSpent
Cont Amount Spent	0	ContAmountSpent
Total Amount Spent	93326	TotalAmountSpent
Transfer To Foreign Corp	0	TransferToForeignCorp
Interest In Foreign Trust	0	InterestInForeignTrust
Own Foreign Corp	1	OwnForeignCorp
Passive Foreign Invest Co	0	PassiveForeignInvestCo
Foreign Partnership	0	ForeignPartnership
Boycott Countries	0	BoycottCountries

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Charity Care Policy	1	CharityCarePolicy
Written Policy	1	WrittenPolicy
Policy Applied To All Hospitals	X	PolicyAppliedToAllHospitals
FPG Reference Free Care	1	FPGReferenceFreeCare
Pcent200	X	Pcent200
FPG Reference Discounted Care	1	FPGReferenceDiscountedCare
Pcent300	X	Pcent300
Free Disc Care Medically Indigent	1	FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care	1	AmountsBudgetedForCharityCare
Expenses Exceeded Budget	1	ExpensesExceededBudget
Unable To Provide Care	0	UnableToProvideCare
Annual Community Benefit Report	1	AnnualCommunityBenefitReport
Report Publically Available	1	ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

Field	Value	IRS element (for citing)
Total Community Benefit Expense	71449504	TotalCommunityBenefitExpense
Net Community Benefit Expense	71449504	NetCommunityBenefitExpense
Percent Of Total Expense	0.07620	PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

Field	Value	IRS element (for citing)
Total Community Benefit Expense	157047071	TotalCommunityBenefitExpense
Direct Offsetting Revenue	109772833	DirectOffsettingRevenue
Net Community Benefit Expense	47274238	NetCommunityBenefitExpense
Percent Of Total Expense	0.05040	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Total Community Benefit Expense	228496575	TotalCommunityBenefitExpense
Direct Offsetting Revenue	109772833	DirectOffsettingRevenue
Net Community Benefit Expense	118723742	NetCommunityBenefitExpense
Percent Of Total Expense	0.12660	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	2541573	TotalCommunityBenefitExpense
Direct Offsetting Revenue	381958	DirectOffsettingRevenue
Net Community Benefit Expense	2159615	NetCommunityBenefitExpense
Percent Of Total Expense	0.00230	PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

Field	Value	IRS element (for citing)
Total Community Benefit Expense	15610469	TotalCommunityBenefitExpense
Direct Offsetting Revenue	9423152	DirectOffsettingRevenue
Net Community Benefit Expense	6187317	NetCommunityBenefitExpense
Percent Of Total Expense	0.00660	PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

Field	Value	IRS element (for citing)
Total Community Benefit Expense	621258	TotalCommunityBenefitExpense
Net Community Benefit Expense	621258	NetCommunityBenefitExpense
Percent Of Total Expense	0.00070	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	18773300	TotalCommunityBenefitExpense
Direct Offsetting Revenue	9805110	DirectOffsettingRevenue
Net Community Benefit Expense	8968190	NetCommunityBenefitExpense
Percent Of Total Expense	0.00960	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	247269875	TotalCommunityBenefitExpense
Direct Offsetting Revenue	119577943	DirectOffsettingRevenue
Net Community Benefit Expense	127691932	NetCommunityBenefitExpense
Percent Of Total Expense	0.13620	PercentOfTotalExpense

Physical Improvements And Housing PhysicalImprovementsAndHousing

Field	Value	IRS element (for citing)
Total Community Building Expense	50177	TotalCommunityBuildingExpense
Net Community Building Expense	50177	NetCommunityBuildingExpense
Percent Of Total Expense	0.00010	PercentOfTotalExpense

Economic Development EconomicDevelopment

Field	Value	IRS element (for citing)
Total Community Building Expense	259501	TotalCommunityBuildingExpense
Net Community Building Expense	259501	NetCommunityBuildingExpense
Percent Of Total Expense	0.00030	PercentOfTotalExpense

Community Support CommunitySupport

Field	Value	IRS element (for citing)
Total Community Building Expense	583751	TotalCommunityBuildingExpense
Net Community Building Expense	583751	NetCommunityBuildingExpense
Percent Of Total Expense	0.00060	PercentOfTotalExpense

Health Improvement Advocacy HealthImprovementAdvocacy

Field	Value	IRS element (for citing)
Total Community Building Expense	2657	TotalCommunityBuildingExpense
Net Community Building Expense	2657	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Workforce Development WorkforceDevelopment

Field	Value	IRS element (for citing)
Total Community Building Expense	989575	TotalCommunityBuildingExpense
Net Community Building Expense	989575	NetCommunityBuildingExpense
Percent Of Total Expense	0.00110	PercentOfTotalExpense

Total Total

Field	Value	IRS element (for citing)
Total Community Building Expense	1885661	TotalCommunityBuildingExpense
Net Community Building Expense	1885661	NetCommunityBuildingExpense
Percent Of Total Expense	0.00210	PercentOfTotalExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	1	BadDebtExpenseReported
Bad Debt Expense	$11,068,891	BadDebtExpenseAmount
Amount Attributable To	0	AmountAttributableTo
Amount Reimbursed By Medicare	263148250	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	266968702	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	-3820452	MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

Field	Value	IRS element (for citing)
Cost To Charge Ratio	X	CostToChargeRatio

Field	Value	IRS element (for citing)
Written Debt Collection Policy	1	WrittenDebtCollectionPolicy
Provision For Charity Care	1	ProvisionForCharityCare

Form990 Schedule H Part IV Form990ScheduleHPartIV (6 entries)

Description Ent Primary ActivityDescriptionEntPrimaryActivity	Organization Profit Or OwnershipOrganizationProfitOrOwnership	Officers Etc Profit Or OwnershipOfficersEtcProfitOrOwnership	Physicans Profit Or OwnershipPhysicansProfitOrOwnership
2 WAKE PET SERVICES LLC
EQUIPMENT LEASING	0.50000	0.00000	0.50000
3 CARDIAC INNOVATIONS LLC
EQUIPMENT LEASING	1.00000	0.00000	0.00000
4 WAKE ORTHOPEADICS LLC
MEDICAL PRACTICE	1.00000	0.00000	0.00000
5 WAKE SPECIALTY PHYSICIANS LLC
MEDICAL PRACTICE	1.00000	0.00000	0.00000
6 BLUE RIDGE GP LLC
MEDICAL PRACTICE	0.51000	0.00000	0.00000
7 PARTNERS IN PRACTICE LLC
MEDICAL PRACTICE	1.00000	0.00000	0.00000

Field	Value	IRS element (for citing)
Number Of Hospital Facilities	2	NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (2 entries)

Facility NumberFacilityNumber	Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Licensed HospitalLicensedHospital	General Medical And SurgicalGeneralMedicalAndSurgical	Teaching HospitalTeachingHospital	Er24 HoursEr24Hours
WAKEMED - RALEIGH CAMPUS
1	3000 NEW BERN AVE	RALEIGH	NC	27610	X	X	X	X
WAKEMED - CARY HOSPITAL
2	1900 KILDARE ROAD	CARY	NC	27518	X	X		X

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (2 entries)

Hospital Facility NumberHospitalFacilityNumber	CHNA ConductedCHNAConducted	Community DefinitionCommunityDefinition	Community DemographicsCommunityDemographics	How Data ObtainedHowDataObtained	Community Health NeedsCommunityHealthNeeds	Other Health IssuesOtherHealthIssues	Identifying ProcessIdentifyingProcess	Consulting ProcessConsultingProcess	Information GapsInformationGaps	Needs Assessment ConductedNeedsAssessmentConducted	Take Into AccountTakeIntoAccount	Other FacilitiesOtherFacilities	CHNA Widely AvailableCHNAWidelyAvailable	On RequestOnRequest	Other MethodOtherMethod	Adopt Implement StrategyAdoptImplementStrategy	Include Operational PlansIncludeOperationalPlans	Adopt BudgetAdoptBudget	Prioritize Health NeedsPrioritizeHealthNeeds	Prioritize ServicesPrioritizeServices	All Needs AddressedAllNeedsAddressed	Eligibility Criteria ExplainedEligibilityCriteriaExplained	Uses FPG FreeUsesFPGFree	FPG Free PercentFPGFreePercent	Uses FPG DiscountedUsesFPGDiscounted	FPG Discount PercentFPGDiscountPercent	Explains BasisExplainsBasis	Income LevelIncomeLevel	Asset LevelAssetLevel	Medical IndigencyMedicalIndigency	Insurance StatusInsuranceStatus	Uninsured DiscountUninsuredDiscount	Medicaid MedicareMedicaidMedicare	Explains Application MethodExplainsApplicationMethod	Includes Publicity MeasuresIncludesPublicityMeasures	Posted On WebsitePostedOnWebsite	Attached To InvoicesAttachedToInvoices	Provided On AdmissionProvidedOnAdmission	Available On RequestAvailableOnRequest	Actions On NonpaymentActionsOnNonpayment	Permit Report To Credit AgencyPermitReportToCreditAgency	Permit Other ActionsPermitOtherActions	Collection ActivitiesCollectionActivities	Report To Credit AgencyReportToCreditAgency	Other ActionsOtherActions	Notify Upon AdmissionNotifyUponAdmission	Notify Before DischargeNotifyBeforeDischarge	Notified All PatientsNotifiedAllPatients	Documented DeterminationDocumentedDetermination	Nondiscrim Emergency Care PolicyNondiscrimEmergencyCarePolicy	Used Other MethodUsedOtherMethod	Amounts Generally BilledAmountsGenerallyBilled	Gross ChargesGrossCharges
WAKEMED - RALEIGH CAMPUS
1	1	X	X	X	X	X	X	X	X	10	1	0	1	X	X	X	X	X	X	X	0	1	1	200.000000000000	1	300.000000000000	1	X	X	X	X	X	X	1	1	X	X	X	X	1	X	X	1	X	X	X	X	X	X	1	X	0	1
WAKEMED - CARY HOSPITAL
2	1	X	X	X	X	X	X	X	X	10	1	0	1	X	X	X	X	X	X	X	0	1	1	200.000000000000	1	300.000000000000	1	X	X	X	X	X	X	1	1	X	X	X	X	1	X	X	1	X	X	X	X	X	X	1	X	0	1

Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC

Field	Value	IRS element (for citing)
Number Of Other Facilities	18	NumberOfOtherFacilities

Other Facilities OtherFacilities (18 entries)

Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Facility TypeFacilityType
WAKEMED NORTH HEALTHPLEX EMERGENCY DPT
10000 FALLS OF THE NEUSE RD	RALEIGH	NC	27614	O/P AMBULATORY SURGERY CENTER
WAKE FACULTY PHYSICIANS LLC
3024 NEW BERN AVENUE	RALEIGH	NC	27610	MEDICAL PRACTICE
WAKEMED REHAB HOSPITAL
3000 NEW BERN AVENUE	RALEIGH	NC	27610	PHYSICAL MEDICINE & REHABILITATION HOSPITAL
WAKEMED APEX HEALTHPLEX
120 HEALTHPLEX WAY	APEX	NC	27502	EMERGENCY DEPARTMENT
WAKE ORTHOPEDICS LLC
3009 NEW BERN AVE	RALEIGH	NC	27610	MEDICAL PRACTICE
WAKE SPECIALTY PHYSICIANS LLC
3024 NEW BERN AVENUE	RALEIGH	NC	27610	MEDICAL PRACTICE
BLUE RIDGE SURGERY CENTER
2308 WESVILL COURT	RALEIGH	NC	27607	AMBULATORY SURGERY
WAKEMED HOME HEALTH
2920 HIGHWOODS BLVD SUITE 200	RALEIGH	NC	27604	HOME HEALTH
WAKEMED FUQUAY-VARINA OUTPATIENT & SNF
400 RANSOM ST	FUQUAYVARINA	NC	27526	SKILLED NURSING FACILITY
WAKEMED CLAYTON MEDICAL PARK
555 MEDICAL PARK PLACE	CLAYTON	NC	27520	LABORATORY, RADIOLOGY, PT, OT, & ST
WAKEMED ZEBULON OUTPATIENT & SNF
535 W GANNON WAY	ZEBULON	NC	27597	SNF, PT, OT, ST, RADIOLOGY, LABORATORY
WAKEMED WAKE FOREST RD OUTPATIENT REHAB
3701 WAKE FOREST RD	RALEIGH	NC	27609	PT, OT, ST, REHABILITATION DAY TREATMENT PROGRAM
WAKEMED ALEXANDER YMCA
1603 HILLSBOROUGH ST	RALEIGH	NC	27605	PHYSICAL THERAPY
WAKEMED BRIER CREEK MEDICAL PARK
10208 CERNY ST	RALEIGH	NC	27617	LABORATORY, RADIOLOGY
WAKEMED KRAFT FAMILY YMCA
8921 HOLLY SPRINGS RD	APEX	NC	27539	PT, OT, CARDIAC REHABILITATION, NUTRITIONAL COUNSELING
WAKEMED KERR FAMILTY YMCA
2500 WAKEFIELD PINES DR	RALEIGH	NC	27614	PHYSICAL THERAPY
WAKEMED CARY FAMILY YMCA
101 YMCA DRIVE	CARY	NC	27513	PHYSICAL THERAPY
PARNTERS IN PRACTICE LLC
3024 NEW BERN AVENUE	RALEIGH	NC	27610	MEDICAL PRACTICE

Form990 Schedule H Part VI Form990ScheduleHPartVI (29 entries)

ExplanationExplanation	IdentifierIdentifier	Return ReferenceReturnReference
PART I, LINE 7: CHARITY CARE IS REPORTED AS THE SYSTEM'S CHARITY CARE AT COST. MEDICAID COSTS ARE DERIVED FROM OUR COST ACCOUNTING SYSTEM, WHICH ADDRESSES ALL PATIENT SEGMENTS.
PART II: WAKEMED IS ACTIVELY INVOLVED IN MAKING OUR COMMUNITY A HEALTHIER PLACE TO LIVE AND WORK. OUR WORKFORCE DEVELOPMENT PROGRAM WORKS WITH YOUTH, HEALTH SCIENCE STUDENTS AND THOSE IN A VARIETY OF HEALTH PROFESSIONS PROGRAMS WITH MENTORING, RESIDENCIES, CLINICAL ROTATIONS, AND EDUCATION ALL WITH THE PURPOSE OF PREPARING FOR THE WORKFORCE OF TOMORROW. WE PARTNER WITH NUMEROUS COLLEGES, COMMUNITY COLLEGES AND HIGH SCHOOLS THROUGHOUT THE REGION AND OUR CAMPUS IS HOME TO THE WAKE EARLY COLLEGE HIGH SCHOOL. WAKEMED IS ALSO HOME TO WAKE AREA HEALTH EDUCATION CENTER, A PROGRAM OF THE UNIVERSITY OF NORTH CAROLINA. WAKEMED ALSO WORKS CLOSELY WITH THE 8 MUNICIPALITIES IN OUR COUNTY AND THE WAKE COUNTY ECONOMIC DEVELOPMENT COUNCIL TO ATTRACT NEW JOBS AND GROW INDUSTRY AND BUSINESS. A HEALTHY ECONOMY ULTIMATELY LEADS TO THE HEALTHIER COMMUNITY. IN ADDITION, WAKEMED HAS BEGUN EFFORTS TO IMPROVE THE NEIGHBORHOOD AROUND THE HOSPITAL. WE ARE WORKING CLOSELY WITH THE CITIZEN'S ADVISORY COUNCILS AND ARE BUILDING A COALITION TO REDUCE CRIME, BEAUTIFY THE AREA, ATTRACT RETAIL BUSINESSES AND RESTAURANTS AND FOSTER NEW MEDICAL DEVELOPMENT. OUR COMMUNITY HEALTH IMPROVEMENT ACTIVITIES ARE NUMEROUS AND INCLUDE BEING THE LEAD AGENCY FOR SAFEKIDS, ADVOCATES FOR HEALTH IN ACTION, ENERGIZE, ASTHMA COALITION, ACTION FOR CHILDREN, CAPITAL CARE COLLABORATIVE AND MORE. EACH IS WORKING TO SUPPORT PROGRAMS AND POLICIES THAT IMPROVE PUBLIC HEALTH AND ACCESS TO HEALTH CARE.
PART III, LINE 4: THE AMOUNT REPORTED IN PART III, LINE 2 IS THE SYSTEM BAD DEBT AT COST. CHARITY AND BAD DEBT ACCOUNTS ARE RECORDED AT CURRENT ACCOUNT BALANCE LEVELS. THE BALANCE MAY BE NET OF CONTRACTUAL ALLOWANCES AND/OR PAYMENTS RECEIVED. FOR EXAMPLE, BAD DEBT OR CHARITY RESULTING FROM AN UNPAID PATIENT LIABILITY AFTER INSURANCE IS RECORDED AT THE AMOUNT UNPAID BY THE PATIENT. THE TEXT OF THE FOOTNOTE TO WAKEMED'S FINANCIAL STATEMENTS REGARDING BAD DEBT EXPENSE IS AS FOLLOWS: "WAKEMED HAS PRESENTED ITS PROVISION FOR UNCOLLECTIBLE ACCOUNTS AS A DIRECT REDUCTION OF PATIENT SERVICE REVENUE IN ACCORDANCE WITH THE AICPA AUDIT GUIDE FOR HEALTH CARE ORGANIZATIONS. BASED ON THE MOST RECENT UPDATE OF THE AUDIT GUIDE'S INTERPRETATIONS OF THE REQUIREMENTS OF GASB STATEMENT NO. 34, GOVERNMENTAL HEALTH CARE ORGANIZATIONS ARE REQUIRED TO PRESENT UNCOLLECTIBLE ACCOUNTS AS A COMPONENT OF NET PATIENT SERVICE REVENUE RATHER THAN WITHIN OPERATING EXPENSES."
PART III, LINE 8: THE MEDICARE ALLOWABLE COSTS WERE DETERMINED FROM THE MEDICARE COST REPORT, AS SPECIFIED IN THE PROVIDER REIMBURSEMENT MANUAL. WAKEMED BELIEVES THAT ALL OF THE $3,003,436 MEDICARE SHORTFALL SHOULD BE CONSIDERED AS COMMUNITY BENEFIT. THE IRS COMMUNITY BENEFIT STANDARD INCLUDES THE PROVISION OF CARE TO THE ELDERLY AND MEDICARE PATIENTS. MEDICARE SHORTFALLS MUST BE ABSORBED BY THE WAKEMED HOSPITALS IN ORDER TO CONTINUE TREATING THE ELDERLY IN OUR COMMUNITY. THIS YEAR, MEDICARE ACCOUNTED FOR 42% OF HOSPITAL REVENUES. THE HOSPITAL PROVIDES CARE REGARDLESS OF THIS SHORTFALL AND THEREBY RELIEVES THE FEDERAL GOVERNMENT OF THE BURDEN OF PAYING THE FULL COST FOR MEDICARE BENEFICIARIES.
PART III, LINE 9B: THE WAKEMED COLLECTIONS POLICY APPLIES TO ALL PATIENTS. ONCE AN ACCOUNT BALANCE IS DETERMINED TO BE PATIENT LIABILITY, A LETTER IS SENT TO THE PATIENT REQUESTING PAYMENT ON THE BALANCE OF THE ACCOUNT. IF NO PAYMENT OR RESPONSE IS RECEIVED WITHIN 30 DAYS, A SECOND NOTICE IS MAILED REQUESTING PAYMENT. AT DAY 60, THE PATIENT IS SENT A THIRD LETTER INSTRUCTING THEM TO SETTLE THE ACCOUNT WITHIN 10 DAYS. AT DAY 75, THE PATIENT IS SENT A FINAL NOTICE REQUESTING PAYMENT WITHIN 10 DAYS OR THE ACCOUNT WILL BE MOVED TO A COLLECTION AGENCY. WHILE THE LETTER STATES 10 DAYS TO RECEIVE THIS PAYMENT, WAKEMED ALLOWS 30 DAYS FOR PAYMENT TO BE RECEIVED AND POSTED TO THE ACCOUNT BEFORE THE ACCOUNT IS SENT TO THE COLLECTION AGENCY ON DAY 105. NOTE, DUE TO MEDICARE REGULATIONS, MEDICARE PATIENT ACCOUNTS DO NOT MOVE TO THE COLLECTION AGENCY UNTIL DAY 125.
PART V, SECTION B, LINE 3: WAKEMED PARTICIPATED IN WAKE COUNTY'S COMMUNITY HEALTH NEEDS ASSESSMENT.	WAKEMED - RALEIGH CAMPUS
PART V, SECTION B, LINE 3: WAKEMED PARTICIPATED IN WAKE COUNTY'S COMMUNITY HEALTH NEEDS ASSESSMENT.	WAKEMED - CARY HOSPITAL
PART V, SECTION B, LINE 5C: THE ASSESSMENT IS ALSO AVAILABLE THROUGH WAKE COUNTY.	WAKEMED - RALEIGH CAMPUS
PART V, SECTION B, LINE 5C: THE ASSESSMENT IS ALSO AVAILABLE THROUGH WAKE COUNTY.	WAKEMED - CARY HOSPITAL
PART V, SECTION B, LINE 15E: OTHER ACTIONS - WAKEMED UTILIZES A THIRD PARTY COLLECTION AGENCY AS DESCRIBED IN PART III, LINE 9B.	WAKEMED - RALEIGH CAMPUS
PART V, SECTION B, LINE 15E: OTHER ACTIONS - WAKEMED UTILIZES A THIRD PARTY COLLECTION AGENCY AS DESCRIBED IN PART III, LINE 9B.	WAKEMED - CARY HOSPITAL
PART V, SECTION B, LINE 16E: OTHER ACTIONS - PRIOR TO REPORTING TO A CREDIT AGENCY, WAKEMED AND ITS THIRD PARTY COLLECTION AGENCY ATTEMPT COLLECTION OF PATIENT LIABILITY AMOUNTS THROUGH THE USE OF PHONE CALLS AND A SERIES OF STATEMENT LETTERS TO THE GUARANTOR.	WAKEMED - RALEIGH CAMPUS
PART V, SECTION B, LINE 16E: OTHER ACTIONS - PRIOR TO REPORTING TO A CREDIT AGENCY, WAKEMED AND ITS THIRD PARTY COLLECTION AGENCY ATTEMPT COLLECTION OF PATIENT LIABILITY AMOUNTS THROUGH THE USE OF PHONE CALLS AND A SERIES OF STATEMENT LETTERS TO THE GUARANTOR.	WAKEMED - CARY HOSPITAL
PART V, SECTION B, LINE 17E: N/A	WAKEMED - RALEIGH CAMPUS
PART V, SECTION B, LINE 18C: N/A	WAKEMED - RALEIGH CAMPUS
PART V, SECTION B, LINE 18D: N/A	WAKEMED - RALEIGH CAMPUS
PART V, SECTION B, LINE 19D: OTHER - WAKEMED BILLS ALL PATIENTS FROM THE SAME CHARGE MASTER OR FEE SCHEDULE WHETHER THE PATIENT HAS INSURANCE OR NO INSURANCE. WE ARE TRANSITIONING TO A POLICY EFFECTIVE OCTOBER 1, 2011, IN WHICH PERSONS AT OR BELOW 250% OF FPG AND DETERMINED TO BE ELIGIBLE FOR OUR CHARITY CARE POLICY WILL BE RESPONSIBLE FOR ONLY NOMINAL CO-PAYS.	WAKEMED - RALEIGH CAMPUS
PART V, SECTION B, LINE 19D: OTHER - WAKEMED BILLS ALL PATIENTS FROM THE SAME CHARGE MASTER OR FEE SCHEDULE WHETHER THE PATIENT HAS INSURANCE OR NO INSURANCE. WE ARE TRANSITIONING TO A POLICY EFFECTIVE OCTOBER 1, 2011, IN WHICH PERSONS AT OR BELOW 250% OF FPG AND DETERMINED TO BE ELIGIBLE FOR OUR CHARITY CARE POLICY WILL BE RESPONSIBLE FOR ONLY NOMINAL CO-PAYS.	WAKEMED - CARY HOSPITAL
PART V, SECTION B, LINE 20: N/A	WAKEMED - RALEIGH CAMPUS
PART V, SECTION B, LINE 20: N/A	WAKEMED - CARY HOSPITAL
PART V, SECTION B, LINE 21: WAKEMED BILLS ALL PATIENTS FROM THE SAME CHARGE MASTER OR FEE SCHEDULE WHETHER THE PATIENT HAS INSURANCE OR NO INSURANCE.	WAKEMED - RALEIGH CAMPUS
PART V, SECTION B, LINE 21: WAKEMED BILLS ALL PATIENTS FROM THE SAME CHARGE MASTER OR FEE SCHEDULE WHETHER THE PATIENT HAS INSURANCE OR NO INSURANCE.	WAKEMED - CARY HOSPITAL
PART VI, LINE 2: THE COMMUNITY NEEDS ASSESSMENT IS A PROCESS THAT HELPS TO IDENTIFY FACTORS AFFECTING OUR COUNTY, DETERMINE RESOURCES NEEDED TO ADDRESS THESE FACTORS, AND DEVELOP A PLAN OF ACTION TO ADDRESS COMMUNITY NEEDS. COMMUNITY ASSESSMENTS ARE REQUIRED OF LOCAL HEALTH DEPARTMENTS BY THE STATE OF NORTH CAROLINA EVERY FOUR YEARS. WAKE COUNTY COMPLETED ITS MOST RECENT ASSESSMENT IN DECEMBER 2010. WAKEMED USED THIS INFORMATION AS WELL AS MULTIPLE OTHER SOURCES OF SECONDARY DATA COMPILED BY THE WAKEMED PLANNING DEPARTMENT FOR THE NEEDS ASSESSMENT. THE ASSESSMENT DATA IS COLLECTED VIA PAPER SURVEY, DOOR TO DOOR VISITS, AND FOCUS GROUPS. WAKE COUNTY WORKED WITH THE NORTH CAROLINA INSTITUTE FOR PUBLIC HEALTH IN THE GILLINGS SCHOOL OF GLOBAL PUBLIC HEALTH TO COLLECT AND ANALYZE DATA. WAKEMED HAD REPRESENTATION ON THE STEERING COMMITTEE AND USED THE RESULTS TO GUIDE THE COMMUNITY BENEFIT PLANNING PROCESS. THE EXECUTIVE SUMMARY IS INCLUDED.
PART VI, LINE 3: WAKEMED POSTS THE REQUIRED EMTALA NOTICE AT ALL PORTALS OF ENTRY, INCLUDING EMERGENCY DEPARTMENTS. THE SIGNAGE NOTES THAT WAKEMED PARTICIPATES IN THE MEDICAID PROGRAM. THE WAKEMED WEBSITE PROVIDES DETAILED INFORMATION REGARDING FINANCIAL ASSISTANCE AND CHARITY CARE. IN ADDITION, THE FINANCIAL ASSISTANCE FORM IS LOCATED ON THE WEBSITE FOR ANY PATIENT TO COMPLETE AND SUBMIT. AS PART OF THE INTAKE PROCESS/REGISTRATION FOR ALL PATIENTS, WAKEMED PROVIDES A COPY OF THE FINANCIAL AND BILLING POLICY, WHICH REFERS PATIENTS TO PATIENT FINANCIAL SERVICES IF THEY HAVE CONCERNS REGARDING THEIR ABILITY TO PAY THE BILL. ALL INPATIENTS AND PATIENTS SCHEDULED FOR SELECTED OUTPATIENT PROCEDURES, AND WHO ARE DESIGNATED "UNINSURED" AT THE TIME OF ADMISSION, ARE CONTACTED PERSONALLY BY A FINANCIAL COUNSELOR. IN ADDITION, ANY PATIENT, REGARDLESS OF INSURANCE COVERAGE, MAY REQUEST TO SEE A FINANCIAL COUNSELOR. THE FINANCIAL COUNSELOR WILL ASSESS POSSIBLE MEDICAID ELIGILBILTY AND PROVIDE AN APPLICATION/FINANCIAL STATEMENT THAT IS SUBMITTED TO PATIENT FINANCIAL SERVICES TO REQUEST ASSISTANCE WITH MEDICAL EXPENSES. WAKEMED ALSO HAS ON-SITE EMPLOYEES FROM WAKE COUNTY HUMAN SERVICES TO PROCESS MEDICAID APPLICATIONS FOR RESIDENTS OF WAKE COUNTY. ANY PATIENT WHO IS UNINSURED AND MAY BE ELIBIBLE FOR DISABILTY IS REFERRED TO A WAKEMED DISABILTY SPECIALIST WHO WILL ASSIST WITH THE APPLICATION. WAKEMED INCLUDES INFORMATION REGARDING THE FINANCIAL ASSISTANCE POLICY IN ALL PATIENT BILLING STATEMENTS.
PART VI, LINE 4: ALTHOUGH WAKEMED SERVES PATIENTS FROM ALL OF NORTH CAROLINAS 100 COUNTIES AND BEYOND, ITS PRIMARY SERVICE AREA CAN BEST BE DESCRIBED AS THE CONTIGUOUS ZONE INCLUDING WAKE COUNTY AND JOHNSTON COUNTY IN CENTRAL NORTH CAROLINA. BOTH COUNTIES ARE GROWING AREAS CONSISTING OF A CENTRAL CITY CORE IN RALEIGH AND DOZENS OF SMALLER COMMUNITIES THAT VIEW RALEIGH AS THEIR PRIMARY SOURCE FOR TERTIARY LEVEL CARE. THE MARKET ITSELF IS FIERCELY COMPETITIVE THE ONLY MARKET IN THE STATE WITH THREE MAJOR HEALTH SYSTEMS COMPETING AGAINST ONE ANOTHER WAKEMED SHOULDERS THE VAST MAJORITY OF THE CHARITY CARE IN THE MARKET, OFTEN EXCEEDING 80% OF THE BURDEN. THE GROWTH OF THE POPULATION BASE AND THE GRADUAL AGING OF THE POPULATION ARE INDICATING AN EXTENSIVE NEED FOR MORE CAPACITY TO SERVE THE COMMUNITY OVER THE FEW NEXT DECADES.
PART VI, LINE 6: WHEN WAKEMED HEALTH & HOSPITALS OPENED ITS DOORS IN 1961 AS THE MEMORIAL HOSPITAL OF WAKE COUNTY, ONE THING WAS CERTAIN - IT WOULD BE AN INSTITUTION WITH AN UNWAVERING COMMITMENT TO THE COMMUNITIES IT SERVES. SINCE THEN, WAKEMED HAS GROWN FROM A RELATIVELY SMALL FACILITY WITH FOUR SATELITE HOSPITALS SERVING THE LOCAL HEALTH CARE NEEDS OF WAKE COUNTY RESIDENTS TO A TRULY INTEGRATED HEALTH CARE SYSTEM AND MAJOR REFERRAL CENTER SERVING OUR REGION AND STATE. WHILE MUCH HAS CHANGED, THE COMMITMENT TO IMPROVING THE HEALTH OF THE INDIVIDUALS AND FAMILIES WE SERVE HAS REMAINED CONSTANT.TODAY, WAKEMED IS A LOCALLY OWNED AND OPERATED, 870-BED NOT-FOR-PROFIT HEALTH SYSTEM OFFERING A BROAD RANGE OF PREVENTIVE, PRIMARY, ACUTE AND TERTIARY SERVICES. AS WAKE COUNTY'S LARGEST PRIVATE EMPLOYER AND A CORNERSTONE OF THE COMMUNITY, WAKEMED IS AN ASSET RESIDENTS CAN DEPEND ON NOT ONLY FOR THE HIGHEST QUALITY OF HEALTH CARE BUT FOR COMMUNITY OUTREACH IN THE FORM OF SCREENINGS, CLASSES, SEMINARS, HEALTH FAIRS, PREVENTIVE PROGRAMS, SUPPORT GROUPS AND OTHER OUTREACH INITIATIVES. THE MAJORITY OF THE PROGRAMS ARE FREE AND ALL ARE DESIGNED TO IMPROVE HEALTH, EDUCATE AND ENLIGHTEN BY OFFERING ACCESS TO EXPERTS, RESOURCES, AND HEALTH INFORMATION. IN ADDITION, OUR 1,000 PERSON MEDICAL STAFF IS OPEN AND COMPRISED PRIMARILY OF INDEPENDENT PRACTITIONERS, ALTHOUGH THE NUMBER OF EMPLOYED PHYSICIANS IS GROWING AND NOW TOTALS NEARLY 200 PHYSICIANS.EACH YEAR WE SERVE, SUPPORT AND WORK CLOSELY WITH THE COMMUNITY IN MANY WAYS. WE ABSORB THE HEALTH CARE COSTS OF THOSE WHO COME TO US UNABLE TO PAY FOR THEIR CARE. WE EDUCATE AND TRAIN PHYSICIANS AND CAREGIVERS. WE DEVELOP NEW SERVICES AND INITIATIVES TO ENHANCE ACCESS AND MEET THE NEEDS OF THE UNDERSERVED. WE PARTNER WITH A VARIETY OF COMMUNITY-BASED ORGANIZATIONS TO DEVELOP PROGRAMS THAT ANSWER A NEED. WE PROVIDE DONATIONS TO COMMUNITY CHARITIES AND ORGANIZATIONS WHOSE GOALS SUPPORT OUR MISSION. AND, WE OFFER A HOST OF COMMUNITY OUTREACH AND EDUCATION PROGRAMS. OUR HOSPITAL BOARD AND FOUNDATION BOARD REPRESENT A BROAD SECTION OF THE COMMUNITY AND SERVE IN A VOLUNTARY ROLE OFTEN GIVING NUMEROUS HOURS EACH WEEK.
PART VI, LINE 7: BEYOND THE CARE CURRENTLY PROVIDED WITHIN OUR FACILITIES, WAKEMED CONTINUES TO DEVELOP PROGRAMS AND SERVICES IN THOSE AREAS WHICH ARE UNDERSERVED AND ARE GROWING. ACCESS TO PRIMARY CARE PROVIDERS IS A CRITICAL NEED. AS A RESULT, WE ARE EXPANDING OUR NETWORK OF PRIMARY CARE PROVIDERS WHO SERVE COMMUNITY RESIDENTS, REGARDLESS OF THEIR ABILITY TO PAY. WAKEMED HELPS IMPROVE THE HEALTH OF THE COMMUNITY BY OUTREACH THAT TAKES ON MANY FORMS FROM THE DIRECT PROVISION OF CARE TO MENTORING AT-RISK YOUTH. THE 14-MEMBER, VOLUNTEER, WAKEMED BOARD OF DIRECTORS, IS A TRUE CROSS SECTION OF THE COMMUNITIES WE SERVE. THEY ARE CORPORATE/BUSINESS LEADERS, COMMUNITY AND VOLUNTEER LEADERS AND COMMUNITY PHYSICIANS. EIGHT OF THE 14 MEMBERS ARE APPOINTED BY THE WAKE COUNTY COMMISSIONERS AND THERE ARE NO EMPLOYEES OR VENDORS. EACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST STATEMENT TO ENSURE THEY REPRESENT THE BEST INTEREST OF THE COMMUNITY. IN ADDITION, THE BOARD HAS APPOINTED A COMMUNITY BENEFIT TASK FORCE, WHICH ALSO REPRESENTS THE BROADER COMMUNITY TO HELP DETERMINE WHERE THE NEED IS THE GREATEST AND PROVIDE ADVICE AND RECOMMENDATIONS TO THE BOARD WITH REGARD TO WAKEMEDS ROLE AND BENEFIT TO THE COMMUNITY. THE MEDICAL STAFFS ARE OPEN TO ALL COMMUNITY PHYSICIANS AND PRIVILEGES ARE EXTENDED TO THOSE WHO APPLY AND MEET THE CREDENTIALS AS ESTABLISHED BY THE BY-LAWS. THERE ARE CURRENTLY NEARLY 1,000 PHYSICIANS ON THE MEDICAL STAFFS FROM ALL SPECIALTIES AND SEGMENTS OF THE COMMUNITY. AS A PRIVATE, NOT-FOR-PROFIT ORGANIZATION, NET INCOME IS REINVESTED IN THE ORGANIZATION FOR CAPITAL EQUIPMENT, FACILITY IMPROVEMENTS OR EXPANSION, NEW SERVICES AND SERVICE LOCATIONS, THE EDUCATION OF HEALTH PROFESSIONALS, RESEARCH AS IT RELATES TO THE IMPROVEMENT OF CARE AND OUTCOMES, AND EFFORTS TO CONTINUALLY IMPROVE THE QUALITY AND SAFETY OF PATIENT CARE.
NC	REPORTS FILED WITH STATES	PART VI, LINE 7
WAKEMED PUBLISHES A COMMUNITY BENEFIT REPORT EACH YEAR. IT IS AVAILABLE IN PRINT FORM AS WELL AS ON THE WAKEMED WEBSITE. WAKEMED ALSO VOLUNTARILY FILES A COMMUNITY BENEFIT REPORT WITH THE NORTH CAROLINA HOSPITAL ASSOCIATION.	STATE FILING OF COMMUNITY BENEFIT REPORT:	SCHEDULE H, PART VI, LINE 7:

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Recipient Table RecipientTable (29 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant	Amount Of Non Cash AssistanceAmountOfNonCashAssistance	Method Of ValuationMethodOfValuation	Description Of Non Cash AssistanceDescriptionOfNonCashAssistance
ALLIANCE MEDICAL MINISTRY
101 DONALD ROSS DR	RALEIGH	NC	27610	562168673	501(C)(3)	372125	MEDICAL CARE
DEBNAM CLINIC
524 BLOUNT ST	RALEIGH	NC	27601	561977593		300000	MEDICAL CARE
TRIANGLE DISABILITY ADVOCATES
206 NEW BERN PL	RALEIGH	NC	27601	562232698	501(C)(3)	60165	MEDICAL CARE
DOCTOR'S MAKING HOUSE CALLS
4220 APEX HWY	DURHAM	NC	27713	010691134		4275	MEDICAL CARE
WAKE COUNTY HUMAN SERVICES
2500 BLUE RIDGE RD	RALEIGH	NC	27607		GOV'T	227712	MEDICAL CARE
HILLTOP HOME
3006 NEW BERN AVE	RALEIGH	NC	27610	560727843	501(C)(3)	50000	GENERAL SUPPORT	2750	FMV	VEHICLE
AMERICAN DIABETES ASSOCIATION
2418 BLUE RIDGE RD	RALEIGH	NC	27607	131623888	501(C)(3)	5000	GENERAL SUPPORT
AMERICAN HEART ASSOCIATION
4217 PARK PL CT	GLEN ALLEN	VA	23060	135613797	501(C)(3)	17500	GENERAL SUPPORT
AMERICAN RED CROSS
100 N PEARTREE LN	RALEIGH	NC	27610	530196605	501(C)(3)	5000	GENERAL SUPPORT
ARTSPLOSURE
313 S BLOUNT ST	RALEIGH	NC	27601	581387567	501(C)(3)	5000	GENERAL SUPPORT
BOYS & GIRLS CLUB
701 N RALEIGH BLVD	RALEIGH	NC	27610	560863051	501(C)(3)	5000	GENERAL SUPPORT
INTERACT
1012 OBERLIN RD 100	RALEIGH	NC	27605	581320613	501(C)(3)	10000	GENERAL SUPPORT
INTERFAITH FOOD SHUTTLE
PO BOX 40156	RALEIGH	NC	27629	561753180	501(C)(3)	4500	GENERAL SUPPORT	12114	BOOK	FOOD
JUNIOR LEAGUE OF RALEIGH INC
PO BOX 26821	RALEIGH	NC	27603	560562849	501(C)(3)	8333	GENERAL SUPPORT
MARBLES KIDS MUSEUM
201 EAST HARGETT ST	RALEIGH	NC	27601	581647538	501(C)(3)	8000	GENERAL SUPPORT	990	FMV	MONITOR
NC MUSEUM OF HISTORY
5 E EDENTON ST	RALEIGH	NC	27601		GOV'T	5000	GENERAL SUPPORT
NC PHYSICIANS HEALTH PROGRAM INC
200 HORIZON DR 201	RALEIGH	NC	27615	561846599	501(C)(3)	13200	GENERAL SUPPORT
NC SPINAL CORD INJURY ASSOCIATION
2039 ROYCE DR	MEBANE	NC	27302	510491208	501(C)(3)	5000	GENERAL SUPPORT
OCCONEECHEE COUNCIL
3231 ATLANTIC ST	RALEIGH	NC	27629	560529984	501(C)(3)	5000	GENERAL SUPPORT
UNC PUBLIC HEALTH FOUNDATION
CAMPUS BOX 7400	CHAPEL HILL	NC	27599		GOV'T	5000	GENERAL SUPPORT
READ AND FEED
5448 APEX PEAKWAY	APEX	NC	27502	203246207	501(C)(3)	5000	GENERAL SUPPORT
RONALD MCDONALD HOUSE
506 ALEXANDER DR	DURHAM	NC	27705	561220376	501(C)(3)	5000	GENERAL SUPPORT
THE HEALING PLACE
1251 GOODE ST	RALEIGH	NC	27603	562135246	501(C)(3)	5500	GENERAL SUPPORT
UNC CENTER FOR PUBLIC TV
PO BOX 14900	RTP	NC	27709		GOV'T	55000	GENERAL SUPPORT
NC MUSEUM OF ART FOUNDATION
4630 MAIL SERVICE CNTR	RALEIGH	NC	27699	237071511	501(C)(3)	10000	GENERAL SUPPORT
UNITED ART COUNCIL
101 S BLOUNT ST	RALEIGH	NC	27601	560770175	501(C)(3)	5000	GENERAL SUPPORT
COMMUNITY HEALTH FOUNDATION
2500 BLUE RIDGE RD 330	RALEIGH	NC	27607	562205175	501(C)(3)	75000	GENERAL SUPPORT
WAKE EARLY COLLEGE HEALTHSCIENCE
4901 LEIGH RD	RALEIGH	NC	27616	562258278	501(C)(3)	7022	GENERAL SUPPORT	37475	FMV	DENTAL EQUIPMENT
WAKE EDUCATIONAL PARTNERSHIP
706 HILLSBOROUGH ST	RALEIGH	NC	27603	581518182	501(C)(3)	5000	GENERAL SUPPORT

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	27	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	2	TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

Field	Value	IRS element (for citing)
Type Of Grant	PRESCRIPTION DRUGS	TypeOfGrant
Number Of Recipients	709	NumberOfRecipients
Amount Of Non Cash Assistance	52473	AmountOfNonCashAssistance
Method Of Valuation	COST	MethodOfValuation
Description Of Non Cash Assistance	PRESCRIPTION DRUGS TO INDIGENT	DescriptionOfNonCashAssistance

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	PROCEDURE FOR MONITORING GRANTS IN THE U.S.:	Identifier
Return Reference	PART I, LINE 2:	ReturnReference
Explanation	SCHEDULE I, PART I, LINE 2: ALL REQUESTS MUST BE IN WRITING. THEY ARE REVIEWED ACCORDING TO OUR DONATIONS/SPONSORSHIP GUIDELINES AS IT RELATES TO COMMUNITY NEED AND TIES TO WAKEMED'S MISSION AND DESIGNATION AS A 501(C)(3) ORGANIZATION. ALL DONATIONS ARE LOGGED ON A SPREADSHEET WITH THE REASON FOR THE GIFT. WE ALSO KEEP A FILE ON EACH ORGANIZATION AND ALL ASSOCIATED PAPERWORK. IN MANY CASES WE ALSO TRACK HOW THE GIFT IS USED AND THE BENEFITS. IN THE CASE OF A LARGE GRANT, THE ORGANIZATION IS ALSO ASKED FOR A REPORT ON RESULTS.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	X	TravelForCompanions
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
Housing Allowance Or Residence	X	HousingAllowanceOrResidence
Written Policy Re T And E Expenses	0	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
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	0	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	1	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (17 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
WILLIAM K ATKINSON PHD
763876	0	833501	0	8656	0	9800	0	17536	0	1633369	0	549080	0
MICHAEL DEVAUGHN
345255	0	114003	0	15799	0	12250	0	7781	0	495088	0	0	0
THOMAS GETTINGER
201469	0	145203	0	49902	0	0	0	8358	0	404932	0	0	0
KATHLEEN K GORMLEY
410257	0	133265	0	15627	0	8575	0	16593	0	584317	0	0	0
DAVID C COULTER
342549	0	60623	0	24956	0	8575	0	16981	0	453684	0	0	0
MARY A WILCOX
251582	0	44369	0	15271	0	8575	0	17087	0	336884	0	0	0
JEANENE R MARTIN
244569	0	43200	0	14286	0	11025	0	17350	0	330430	0	0	0
EVIN D ARLEDGE
263316	0	19158	0	3939	0	8575	0	18665	0	313653	0	0	0
THOMAS G CAVENDER
229072	0	16895	0	16686	0	9800	0	13055	0	285508	0	0	0
CAROLYN KNAUP
189542	0	14095	0	14154	0	10064	0	17245	0	245100	0	0	0
BETSY GASKINS-MCCLAINE
224640	0	16332	0	2323	0	12250	0	14186	0	269731	0	0	0
GEORGIA C SUMIEL
192010	0	13820	0	615	0	6296	0	12629	0	225370	0	0	0
TIMOTHY E HARRIS
394352	0	423928	0	412	0	8575	0	16483	0	843750	0	0	0
MARK L WOOD
331038	0	405248	0	978	0	8575	0	22358	0	768197	0	0	0
JOHNATHAN D CHAPPELL
245034	0	467457	0	214	0	7350	0	15848	0	735903	0	0	0
GURVINDER S DEOL
288798	0	509366	0	1011	0	7350	0	22333	0	828858	0	0	0
ROBERT G HOWARD JR MD
293052	0	278386	0	596	0	7350	0	18079	0	597463	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReference	ExplanationExplanation
PART I, LINE 1A	TAX INDEMNIFICATION, GROSS-UP, TRAVEL FOR COMPANIONS AND HOUSING ALLOWANCE ARE PAID TO SOME KEY EMPLOYEES. GROSS-UP AND HOUSING ALLOWANCE ARE INCLUDED IN TAXABLE COMPENSATION.
PART I, LINE 1B	CEO BENEFITS REQUIRING GROSS-UP ARE COVERED BY HIS EMPLOYMENT AGREEMENT; ANY ADDITIONAL ONES ARE APPROVED BY THE BOARD OF DIRECTORS. OTHER STAFF GROSS-UPS OCCUR FOR SERVICE AWARD GIFT CHECKS. CEO TRAVEL FOR SPOUSE IS INCLUDED IN HIS EMPLOYMENT CONTRACT.
PART I, LINE 7	THE ORGANIZATION HAS INCENTIVE BASED PROGRAMS THAT ARE DRIVEN BY ACCOMPLISHING TARGETS ASSOCIATED WITH QUALITY OF CARE, HAND HYGIENE, WORKFORCE EXCELLENCE, PATIENT SATISFACTION, AND A MINIMUM OPERATING MARGIN.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
NC MEDICAL CARE COMMISSION
521309402	65821DCR0	2009-02-10	169225082	SEE SCHEDULE O	0	0	0
NC MEDICAL CARE COMMISSION
521309402	65821DCS8	2009-02-26	75000000	SEE SCHEDULE O	0	0	0
NC MEDICAL CARE COMMISSION
521309402	65821DCW9	2009-07-16	81780000	SEE SCHEDULE O	0	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Amount RetiredAmountRetired	Total ProceedsTotalProceeds	Amount In Reserve FundAmountInReserveFund	Capitalized InterestCapitalizedInterest	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Credit EnhancementCreditEnhancement	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind	Refunding EscrowRefundingEscrow	Working Capital ExpendituresWorkingCapitalExpenditures
2900000	169506279	11946013	32422	3346768	2993480	151187596	2010	0	1	1
	75249667			835544	37919	74376204	2010	0	1	1
3540000	81780000			817125	41347			1	1	1	80914700	6828

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged	Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
1	1	1
1	1	1
0		0

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate
0	0	0	0	0	1
0	1	0	0	0	0
0	1	0	0	0	1

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (15 entries)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 7A	EIGHT MEMBERS OF THE BOARD ARE APPOINTED TO THE BOARD OF DIRECTORS BY WAKE COUNTY.
FORM 990, PART VI, SECTION A, LINE 7B	THE WAKE COUNTY BOARD OF COMMISSIONERS HOLDS LIMITED APPROVAL OVER SOME GOVERNING BODY DECISIONS PERTAINING TO ARTICLES V, VI, VII AND IX IN THE ARTICLES OF INCORPORATION. THE TRANSFER AGREEMENT WITH WAKE COUNTY INDICATES APPROVAL/CONSENT FOR TRANSACTIONS PERTAINING TO SUBSTANTIAL DISPOSITION OF ASSETS AND COVENANTS ON LIENS.
FORM 990, PART VI, SECTION B, LINE 11	THE ENTIRE 990 AND ASSOCIATED SCHEDULES ARE REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS TO ACKNOWLEDGE THEY HAVE REVIEWED FORMS AND SCHEDULES AND THEN RECOMMEND APPROVAL TO THE BOARD. A FINAL COPY IS PROVIDED TO THE BOARD BEFORE FILING.
	THE ORGANIZATION MONITORS AND ENFORCES THE CONFLICT OF INTEREST POLICY IN VARIOUS WAYS. EACH YEAR, MEMBERS OF THE BOARD, COMMITTEES WITH BOARD DELEGATED POWERS, CEO, CORPORATE STAFF, EXECUTIVE STAFF, DIRECTORS, MANAGERS ARE REQUIRED TO COMPLETE AND SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE. THOSE INDIVIDUALS ARE REQUIRED TO PROVIDE WRITTEN DOCUMENTATION OF ANY POTENTIAL CONFLICT OF INTEREST, IDENTIFYING MATERIAL FINANCIAL INTEREST/PERSONAL CONFLICTS OF INTEREST. REMEDIAL MEASURES IMPLEMENTED TO ADDRESS CONFLICTS OF INTEREST INCLUDE ABSTENTION FROM VOTING ON CERTAIN ISSUES AS WELL AS RECUSAL FROM THE DECISION-MAKING PROCESS AND PARTICIPATION INVOLVING THE IDENTIFIED ISSUE/AREA. THE CODE OF CONDUCT PROVIDES GUIDANCE ON GIFTS AND TRAVEL. GIFTS SHOULD NOT BE ACCEPTED AND PRIOR TO ANY TRAVEL/LODGING PAID FOR BY A THIRD PARTY, WRITTEN APPROVAL MUST BE OBTAINED FROM AN EXECUTIVE VICE PRESIDENT. ALSO, EMPLOYEES WHO OWN OR WORK IN A PRIVATE BUSINESS OUTSIDE OF WAKEMED ARE NOT ALLOWED TO RECRUIT OR PROMOTE THEIR PRODUCTS AND SERVICES DURING WORK HOURS OR THROUGH WAKEMED PRINTED MATERIALS.	FORM 990, PART VI, SECTION B, LINE 12C
	REVIEW OF THE COMPENSATION FOR THE CEO, OFFICERS AND KEY EMPLOYEES IS DONE REGULARLY BY THE HUMAN RESOURCE DEPARTMENT. THE FACILITY REGULARLY USES AN INDEPENDENT CONSULTING FIRM AS A SOURCE OF COMPENSATION INFORMATION, BENCHMARKING AND REVIEW TO ENSURE CONSISTENT AND FAIR COMPENSATION PRACTICES. THE CEO'S COMPENSATION IS APPROVED BY THE BOARD.	FORM 990, PART VI, SECTION B, LINE 15A
	THE 990 IS AVAILABLE BY REQUEST AND IS PUBLISHED ON GUIDESTAR. FINANCIAL STATEMENTS ARE PUBLICALLY AVAILABLE THROUGH THE MEDICAL CARE COMMISSION AS IT RELATES TO TAX EXEMPT DEBT. THE ANNUAL AUDITED FINANCIAL STATEMENTS AND TRANSFER AGREEMENT ARE PROVIDED EACH YEAR TO WAKE COUNTY COMMISSIONERS AND BECOME PUBLIC INFORMATION. ARTICLES OF INCORPORATION ARE AVAILABLE ON NC SECRETARY OF STATE WEBSITE.	FORM 990, PART VI, SECTION C, LINE 19
	THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.	FORM 990, PART XII, LINE 2C:
FACILITY INFORMATION:	PART V LISTS THOSE FACILITIES SEPARATELY LICENSED AND/OR REGISTERED UNDER STATE LAW. IT IS NOT A COMPLETE LISTING OF ALL SITES WHERE SERVICES ARE PROVIDED. THE COMPLETE LISTING CAN BE FOUND ON WAKEMED.ORG.	SCHEDULE H, PAGE 3, PART V:
DOING BUSINESS AS:	LEGAL ENTITY NAME WAKEMED LEGAL ENTIY EIN 56-6017737 DBA NAME(S): 1. WAKE MEDICAL CENTER 2. WESTERN WAKE HOSPITAL 3. NORTHERN WAKE HOSPITAL 4. WAKE HEART CENTER 5. WESTERN WAKE MEDICAL CENTER 6. WAKE REHABILITATION HOSPITAL 7. WAKE AREA HEALTH EDUCATION CENTER 8. WAKE AHEC 9. EASTERN WAKE DAY HOSPITAL AND SKILLED NURSING FACILITY 10. WAKEMED HOME CARE 11. WAKEMED - NEW BERN AVENUE CAMPUS 12. WAKEMED - WESTERN WAKE MED. CENTER 13. WAKEMED - REHAB 14. WAKEMED - FUQUAY-VARINA 15. WAKEMED - ZEBULON-WENDELL 16. WAKEMED RALEIGH CAMPUS 17. WAKEMED CARY HOSPITAL 18. WAKEMED NORTH HEALTHPLEX 19. WAKEMED CLAYTON MEDICAL PARK 20. WAKEMED CARY OUTPATIENT REHAB CENTER 21. WAKEMED FUQUAY-VARINA OUTPATIENT & SKILLED NURSING FACILITY 22. WAKEMED ZEBULON/WENDELL OUTPATIENT & SKILLED NURSING FACILITY 23. WAKEMED WAKE FOREST ROAD OUTPATIENT REHAB CENTER 24. WAKEMED HOME HEALTH 25. WAKEMED HEALTH & HOSPITALS 26. WAKEMED EMERGENCY SERVICES INSTITUTE 27. WAKEMED CENTER FOR PATIENT SAFETY 28. WAKEMED APEX HEALTHPLEX 29. WAKEMED PROFESSIONAL STAFF 30. WAKEMED MOBILE CRITICAL CARE SERVICES 31.WAKEMED CENTER FOR INNOVATIVE LEARNING	FORM 990, PAGE 1, BOX C:
VOLUNTEERS:	WAKEMED HAS APPROXIMATELY 1,627 VOLUNTEERS. THEY ARE TECHNICALLY CLASSIFIED AS VOLUNTEERS OF THE ORGANIZATIONS; "THE VOLUNTEERS AT WAKEMED RALEIGH CAMPUS" AND "THE VOLUNTEERS AT WAKEMED CARY HOSPITAL" BUT WE LIST THEM HERE FOR INFORMATIONAL PURPOSES.	FORM 990, PART I, LINE 6:
DESCRIPTION OF PURPOSE:	FINANCING (A) COSTS OF CONSTRUCTING, EXPANDING, RENOVATING AND EQUIPPING CERTAIN HOSPITAL FACILITIES, INCLUDING WAKEMED CARY 2-STORY VERTICAL EXPANSION, 10-BED LABOR AND DELIVERY UNIT EXPANSION AND PARKING DECK, WAKEMED RALEIGH 4-STORY PATIENT TOWER, PARKING DECK FOR VISITORS AND PATIENTS, EMPLOYEE PARKING DECK, PORTION OF REHABILITATION HOSPITAL FOR INPATIENT BEDS, THE FIRST FLOOR OF MAIN HOSPITAL FOR 25 OBSERVATION BED UNIT AND RELATED AND OTHER EQUIPMENT; (B) A DEBT SERVICE RESERVE FUND; (C) THE PREMIUM FOR A FINANCIAL GUARANTY INSURANCE POLICY; AND (D) ISSUANCE COSTS.	SCHEDULE K, PAGE 1, ROW A, COLUMN F:
DESCRIPTION OF PURPOSE:	FINANCING (A) COSTS OF CONSTRUCTING, EXPANDING, RENOVATING AND EQUIPPING CERTAIN HOSPITAL FACILITIES, INCLUDING WAKEMED CARY 2-STORY VERTICAL EXPANSION, 10-BED LABOR AND DELIVERY UNIT EXPANSION AND PARKING DECK, WAKEMED RALEIGH 4-STORY PATIENT TOWER, PARKING DECK FOR VISITORS AND PATIENTS, EMPLOYEE PARKING DECK, PORTION OF REHABILITATION HOSPITAL FOR INPATIENT BEDS, THE FIRST FLOOR OF MAIN HOSPITAL FOR 25 OBSERVATION BED UNIT AND RELATED AND OTHER EQUIPMENT; (B) INITIAL COSTS FOR A CREDIT FACILITY FOR THE BONDS; AND (C) ISSUANCE COSTS.	SCHEDULE K, PAGE 1, ROW B, COLUMN F:
DESCRIPTION OF PURPOSE:	FINANCING (A) COSTS OF CURRENTLY REFUNDING ALL OUTSTANDING SERIES 1997 BONDS ISSUED ON APRIL 1, 1997. THE SERIES 1997 BONDS WERE ISSUED TO REFUND ALL OF SERIES 1993 AND 1988 BONDS WHICH WERE ISSUED TO FINANCE COSTS OF CONSTRUCTING, EXPANDING, RENOVATING AND EQUIPPING CERTAIN HOSPITAL FACILITIES, INCLUDING CONSTRUCTION OF WAKEMED CARY HOSPITAL, TWO-STORY ADDITION TO THE WAKEMED MAIN CAMPUS, 45-BED REHABILITATION HOSPITAL AND RELATED AND OTHER EQUIPMENT; AND (B) ISSUANCE COSTS.	SCHEDULE K, PAGE 1, ROW C, COLUMN F:
	WAKEMED DOCUMENTS ALL MEETINGS HELD BY THE GOVERNING BODY AND EACH COMMITTEE MEETINGS IN THE FORM OF "MINUTES OF THE MEETINGS." THESE MINUTES ARE KEPT IN 2 FORMATS; PAPER AND DISKS WHICH ARE STORED AT SEPARATE LOCATIONS.	FORM 990, PAGE 6, PART VI, SECTION A, LINE 8A AND 8B:
	IN 2011, NET ASSETS INCREASED PRIMARILY DUE TO CURRENT YEAR INCOME AND REIMBURSED CONSTRUCTION AND EQUIPMENT COSTS FROM BOND PROCEEDS.	FORM 990, PAGE 12, PART XI, LINE 5:

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (5 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Total IncomeTotalIncome	EOY AssetsEOYAssets	Direct Controlling Entity NADirectControllingEntityNA
WAKE ORTHOPEADICS LLC
3009 NEW BERN AVENUE	RALEIGH	NC	27610	043750760	MEDICAL OFFICE	NC	11893138	4604145	N/A
CARDIAC INNOVATIONS LLC
3000 NEW BERN AVENUE	RALEIGH	NC	27610	260554927	EQUIPMENT LEASING	NC	25991	145810	N/A
WAKE SPECIALTY PHYSICIANS LLC
3009 NEW BERN AVENUE	RALEIGH	NC	27610	264169156	MEDICAL OFFICE	NC	7498693	-1047819	N/A
PARTNERS IN PRACTICE LLC
3000 NEW BERN AVENUE	RALEIGH	NC	27610	271164650	MEDICAL OFFICE	NC	0	0	N/A
CAPITAL CITY SURGERY CENTER LLC
3000 NEW BERN AVENUE	RALEIGH	NC	27610	260804803	MEDICAL OFFICE	NC	0	0	N/A

Form990 Schedule R Part II Form990ScheduleRPartII (5 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
WAKEMED PROPERTY SERVICES
3000 NEW BERN AVE	RALEIGH	NC	27610	561133894	LEASING	NC	501(C)(3)	509(A)(3)	N/A	0
WAKEMED FACULTY PRACTICE PLAN
3000 NEW BERN AVE	RALEIGH	NC	27610	237169178	EDUCATIONAL	NC	501(C)(3)	509(A)(3)	N/A	0
THE VOLUNTEERS AT CARY CAMPUS
1900 KILDAIRE FARM RD	CARY	NC	27511	561798031	ASSISTANCE TO PATIENTS	NC	501(C)(3)	509(A)(3)	N/A	0
THE VOLUNTEERS AT WAKEMED RALEIGH CAMPUS
3000 NEW BERN AVE	RALEIGH	NC	27610	560749114	ASSISTANCE TO PATIENTS	NC	501(C)(3)	509(A)(3)	N/A	0
WAKEMED FOUNDATION
3000 NEW BERN AVE	RALEIGH	NC	27610	561916549	FUNDRAISING	NC	501(C)(3)	509(A)(3)	N/A	0

Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Direct Controlling Entity NADirectControllingEntityNA	Predominant Income TypePredominantIncomeType	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Disproportionate AllocationsDisproportionateAllocations	General Or Managing PartnerGeneralOrManagingPartner	Percentage OwnershipPercentageOwnership
WAKE PET SERVICES LLC
3000 NEW BERN AVE	RALEIGH	NC	27607	263108205	EQ LEASING	NC	N/A	RELATED	20683	420225	0	0	0.50000
BLUE RIDGE GP LLC
3000 NEW BERN AVE	RALEIGH	NC	27607	272241593	MEDICAL	NC	N/A	RELATED	1074731	6420793	0	1	0.51000

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	1	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	0	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	1	OtherTransferToOtherOrg
Other Transfer From Other Org	1	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
WAKEMED FACULTY PRACTICE PLAN
R	1522093	INTERCOMPANY TRANSFERS
WAKEMED PROPERTY SERVICES
J	7648118	INTERCOMPANY TRANSFERS
WAKEMED PROPERTY SERVICES
R	1522093	INTERCOMPANY TRANSFERS
WAKEMED FOUNDATION
Q	2326207	INTERCOMPANY TRANSFERS
WAKEMED FOUNDATION
R	265756	INTERCOMPANY TRANSFERS