WAKEMED: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WAKEMED (EIN 90-0893457)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-15
- IRS object ID
- 202232279349303358
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-15T13:14:54-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 IVAN ALLEN JR BLVD STE 1000 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900893457 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wakemed Group Return | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD F CARRICO CFO | InCareOfNm |
| Business Name Control | WAKE | BusinessNameControlTxt |
| Phone | 9193500522 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 NEW BERN AVENUE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27610 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD F CARRICO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9193500522 | PhoneNum |
| Signature | 2022-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD F | PersonFirstNm |
| Person Last | CARRICO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AERRIAL M ORR | PreparerPersonNm |
| PTIN | P01598400 | PTIN |
| Phone | 4048748300 | PhoneNum |
| Preparation | 2022-08-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Schedule O | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DONALD GINTZIG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 NEW BERN AVENUE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $42,735,735 | GrossReceiptsAmt |
| Group Return For Affiliates | Yes (true) | GroupReturnForAffiliatesInd |
| All Affiliates Included | Yes (true) | AllAffiliatesIncludedInd |
| Group Exemption | 5881 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WAKEMED.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY WITH OUTSTANDING AND COMPASSIONATE CARE TO ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 35 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 87 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,847,870 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,436,742 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,860,388 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,304,640 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$133,729 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,088,973 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$13,183 | PYOtherRevenueAmt |
| CY Other Revenue | $295,261 | CYOtherRevenueAmt |
| PY Total Revenue | $26,561,346 | PYTotalRevenueAmt |
| CY Total Revenue | $30,125,616 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $343,848 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $359,952 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,551,843 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,709,651 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $20,836 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,753,778 | PYOtherExpensesAmt |
| CY Other Expenses | $29,624,483 | CYOtherExpensesAmt |
| PY Total Expenses | $27,649,469 | PYTotalExpensesAmt |
| CY Total Expenses | $31,694,086 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,088,123 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,568,470 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $289,005,823 | TotalAssetsBOYAmt |
| Total Assets EOY | $319,222,964 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,631,963 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,167,687 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $285,373,860 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $305,055,277 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO MAINTAIN AND OPERATE PROPERTIES, AID AND PROMOTE THE IMPROVEMENT AND DEVELOPMENT OF WAKEMED'S EDUCATION AND SCIENTIFIC PROGRAMS, AND TO TRANSFORM HEALTHCARE THROUGH PHILANTHROPY BY RAISING FRIENDS, FUNDS, AND FUTURE LEADERS FOR WAKEMED. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $26,874,634 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $24,588,472 | RevenueAmt |
| Desc | WAKEMED PROPERTY SERVICES PURCHASES, LEASES, AND MAINTAINS PROPERTIES IN WAKE AND JOHNSTON COUNTIES FOR THE PURPOSE OF LEASING OR SUBLEASING SPACE TO WAKEMED AND OTHER MEDICAL PROVIDERS TO EXPAND THE ACCESSIBILITY OF MEDICAL SERVICES IN THE VICINITY. PROPERTY SERVICES CURRENTLY OWNS AND MAINTAINS THIRTY-THREE PROPERTIES (INCLUDING LAND FOR FUTURE DEVELOPMENT), AND LEASES THIRTY-EIGHT PROPERTIES. MULTIPLE WAKEMED DEPARTMENTS AND PHYSICIAN PRACTICES OCCUPY THE OWNED AND LEASED SPACE INCLUDING THREE FREE-STANDING EMERGENCY DEPARTMENTS, FOUR OUTPATIENT IMAGING CENTERS, FOUR OUTPATIENT REHABILITATION DEPARTMENTS, A MOBILE CRITICAL CARE AMBULANCE DEPARTMENT AND AN OUTPATIENT PHYSICAL THERAPY DEPARTMENT. CURRENTLY, THERE ARE ONE HUNDRED AND FOUR PHYSICIAN PRACTICES LOCATED IN THESE BUILDINGS. A WIDE VARIETY OF CARE OPTIONS ARE OFFERED AT EACH OF THESE FACILITIES AND ARE DESIGNED BY LOCATION AND SERVICE TO ENHANCE CARE FOR ALL RESIDENTS OF THE COMMUNITY SERVED. MOST LOCATIONS ARE LEASED IN AREAS EXPERIENCING RAPID GROWTH WITH LIMITED OPTIONS FOR MEDICAL CARE INCLUDING PRIMARY CARE AND SPECIALISTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,555,236 | ExpenseAmt |
| Grant | $121,770 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE WAKEMED FOUNDATION IS A CHARITABLE RESOURCE FOR WAKEMED, SUPPORTING THE HEALTH SYSTEM IN ITS COMMITMENT TO PROVIDING QUALITY HEALTHCARE TO ALL CITIZENS OF THE COMMUNITY. FUNDRAISING ACTIVITIES SUPPORT WAKEMED THROUGH FUNDRAISING AND EDUCATIONAL AWARENESS OF QUALITY HEALTHCARE PROGRAMS AND SERVICES AVAILABLE AT WAKEMED FOR THE CITIZENS OF THE COMMUNITY WITH THE PURPOSE OF PROVIDING PHILANTHROPIC SUPPORT FOR NUMEROUS WAKEMED PROGRAMS AND SERVICES. THE FOUNDATION HAS HELPED FURTHER WAKEMED'S MISSION TO THE COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $31,429,870 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 49 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 35 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD F CARRICO CFO | PersonNm |
| Phone | 9193500522 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 NEW BERN AVENUE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (77 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| DONALD R GINTZIG | ||||||||||
| President & CEO | 0.0 | 80.0 | Yes (X) | $0 | $1,714,605 | $40,926 | ||||
| Bryon Boulton | ||||||||||
| Physician | 0.0 | 61.0 | $0 | $1,290,958 | $31,751 | Yes (X) | ||||
| GURVINDER S DEOL | ||||||||||
| PHYSICIAN | 0.0 | 65.0 | $0 | $1,194,430 | $37,091 | Yes (X) | ||||
| Judson Williams | ||||||||||
| Physician | 0.0 | 60.0 | $0 | $1,181,894 | $39,048 | Yes (X) | ||||
| Marc Silver | ||||||||||
| Physician | 0.0 | 55.0 | $0 | $1,019,033 | $39,772 | Yes (X) | ||||
| JONATHAN CHAPPELL | ||||||||||
| PHYSICIAN | 0.0 | 60.0 | $0 | $1,020,631 | $32,711 | Yes (X) | ||||
| Denise Warren until 1220 | ||||||||||
| EVP & CHIEF OPERATING OFFICER | 0.0 | 65.0 | Yes (X) | $0 | $699,604 | $37,072 | ||||
| Christopher DeRienzo | ||||||||||
| SVP & Sys CMO as of 12/19 | 0.0 | 60.0 | $0 | $686,164 | $39,998 | Yes (X) | ||||
| Rick Carrico | ||||||||||
| EVP & CHIEF FINANCIAL OFFICER | 0.0 | 70.0 | Yes (X) | $0 | $622,462 | $45,641 | ||||
| Rebecca Andrews | ||||||||||
| SVP & Administrator Raleigh | 0.0 | 70.0 | $0 | $472,133 | $32,499 | Yes (X) | ||||
| Thomas Gough as of 121 | ||||||||||
| EVP & CHIEF OPERATING OFFICER | 0.0 | 60.0 | Yes (X) | $0 | $468,490 | $19,238 | ||||
| Seth Brody | ||||||||||
| BOD, WAKEMED FND,CMO CARY HOSP | 0.5 | 60.0 | $0 | $453,399 | $17,100 | Yes (X) | ||||
| Charles Harr | ||||||||||
| CHIEF MEDICAL OFFICER, RALEIGH | 0.0 | 60.0 | $0 | $439,692 | $19,600 | Yes (X) | ||||
| Susan James | ||||||||||
| VP & Chief Legal Officer | 0.0 | 65.0 | $0 | $412,640 | $42,498 | Yes (X) | ||||
| CYNTHIA ALNESS-BOILY | ||||||||||
| SVP - OPERATIONS & CNO | 0.0 | 75.0 | $0 | $413,046 | $38,371 | Yes (X) | ||||
| Jeanene R Martin until 920 | ||||||||||
| SVP - HUMAN RESOURCES | 0.0 | 55.0 | $0 | $400,010 | $37,382 | Yes (X) | ||||
| Peter Marks | ||||||||||
| VP & CHIEF INFORMATION OFFICER | 0.0 | 60.0 | $0 | $397,093 | $21,590 | Yes (X) | ||||
| CAROLYN KNAUP | ||||||||||
| SVP - AMBULATORY SERVICES | 0.0 | 75.0 | $0 | $368,619 | $39,183 | Yes (X) | ||||
| John Perry | ||||||||||
| VP, Medical INFORMATION | 0.0 | 55.0 | $0 | $361,590 | $43,001 | Yes (X) | ||||
| Rick Shrum | ||||||||||
| VP & Chief Strategy Officer | 0.0 | 55.0 | $0 | $349,023 | $49,080 | Yes (X) | ||||
| Karen Bash | ||||||||||
| CMO, North Hospital | 0.0 | 60.0 | $0 | $364,574 | $32,740 | Yes (X) | ||||
| Theodore Lotchin | ||||||||||
| VP - CHIEF COMPL. & PRIVACY | 0.0 | 60.0 | Yes (X) | $0 | $331,694 | $40,718 | ||||
| THOMAS G CAVENDER | ||||||||||
| VP, FACILITIES & CONSTRUCTION | 0.0 | 50.0 | $0 | $335,347 | $29,574 | Yes (X) | ||||
| Valerie Barlow | ||||||||||
| VP, Clinical & Support SVCS | 0.0 | 55.0 | $0 | $315,828 | $43,077 | Yes (X) | ||||
| Christine Craig | ||||||||||
| VP, Government Affairs | 0.0 | 55.0 | $0 | $292,379 | $34,522 | Yes (X) | ||||
| Debra Laughery | ||||||||||
| VP, MARKETING & COMMUNICATIONS | 0.0 | 65.0 | $0 | $300,741 | $17,707 | Yes (X) | ||||
| Stephanie Sessoms | ||||||||||
| VP, Finance | 0.0 | 65.0 | $0 | $272,917 | $31,447 | Yes (X) | ||||
| Shondra Brink | ||||||||||
| VP, Wake Physician Practices | 0.0 | 60.0 | $0 | $272,071 | $26,644 | Yes (X) | ||||
| Rasheeda Monroe | ||||||||||
| BOD, WM FDN, MED DIR, PEDS PC | 0.0 | 40.0 | $0 | $278,721 | $14,455 | Yes (X) | ||||
| Sheldrick Streete until 221 | ||||||||||
| VP, Nursing - Raleigh | 0.0 | 55.0 | $0 | $249,470 | $38,835 | Yes (X) | ||||
| BETSY GASKINS-MCCLAINE | ||||||||||
| VP, HEART & VASCULAR | 0.0 | 65.0 | $0 | $230,758 | $23,808 | Yes (X) | ||||
| Brad Davis | ||||||||||
| Executive Director, Foundation | 0.0 | 45.0 | $0 | $196,042 | $39,747 | Yes (X) | ||||
| Thomas C Hughes | ||||||||||
| VP Operations, Community Hosp. | 0.0 | 50.0 | $0 | $198,673 | $13,638 | Yes (X) | ||||
| SHERI DESHAZO until 819 | ||||||||||
| SVP & ADMINISTRATOR - NORTH | 0.0 | 0.0 | $0 | $169,624 | $0 | Yes (X) | ||||
| ROYLYN JOHNSON | ||||||||||
| OFFICER - SECRETARY | 0.0 | 50.0 | Yes (X) | $0 | $121,578 | $17,047 | ||||
| MARY NASH RUSHER | ||||||||||
| BOD, WAKEMED PROPERTY SERVICES | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| BRENDA C GIBSON | ||||||||||
| BOD, WAKEMED FDN | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| A BLANTON GODFREY PHD | ||||||||||
| BOD, WakeMed Property Svcs | 2.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| VERN DAVENPORT | ||||||||||
| BOD, WakeMed Property Svcs | 1.75 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JENNIFER MACKETHAN | ||||||||||
| BOD, WakeMed FDN (until 12/20) | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ROBERT C RICE JR | ||||||||||
| Secretry,BOD,WakeMed Prop Svcs | 2.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| WILLY E STEWART | ||||||||||
| VC BOD, WakeMed Prop SVCS | 3.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| TIMOTHY M WHITNEY | ||||||||||
| BOD, WakeMed FDN (until 12/20) | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| LIZA ROBERTS | ||||||||||
| BOD, WakeMed FDN (until 12/20) | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| CHRISTINA ALVARADO SHANAHAN | ||||||||||
| Chair, BOD, WakeMed Prop SvCS | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Dan Blue III as of 1020 | ||||||||||
| BOD, WakeMed Property Svcs | 2.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| HENRY L DARNELL | ||||||||||
| BOD, WakeMed Property Svcs | 2.25 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Scott Bacon | ||||||||||
| BOD, WAKEMED FDN | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| James Anthony Penry | ||||||||||
| BOD, WakeMed Property Svcs | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Will Barfield | ||||||||||
| BOD, WakeMed Fnd | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Creighton Blackwell | ||||||||||
| BOD, WakeMed Fnd | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| John Matthews | ||||||||||
| BOD, WakeMed Fnd | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Kevin McLaughlin | ||||||||||
| BOD, WakeMed Fnd | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MICHAEL PAINTER | ||||||||||
| BOD, WakeMed FDN | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| James F Palombaro | ||||||||||
| BOD, WakeMed FDN (until 12/20) | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ANNA GOODMON | ||||||||||
| BOD, WAKEMED FDN | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Avery Knight | ||||||||||
| BOD, WakeMed Fdn | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Carson Henline | ||||||||||
| BOD, WakeMed Fdn | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JEFF EDWARDS | ||||||||||
| BOD, WAKEMED FDN | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Satish Mathan | ||||||||||
| BOD, WakeMed Fdn & WPS | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| GAVIN SHAW | ||||||||||
| BOD, WAKEMED FDN | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JENNY WINSTON | ||||||||||
| BOD, WAKEMED FDN | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Thomas Fritsch | ||||||||||
| BOD, WAKEMED FDN | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Brian Reid | ||||||||||
| BOD, WakeMed FDN (as of 1/21) | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Dana Green | ||||||||||
| BOD, WakeMed FDN (as of 1/21) | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Gloria Becker | ||||||||||
| BOD, WakeMed FDN (as of 1/21) | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Larry Barbour | ||||||||||
| BOD, WakeMed Property Svcs | 2.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Margaret Bratton | ||||||||||
| BOD, WakeMed Property Svcs | 2.25 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Thad L McDonald MD | ||||||||||
| BOD, WakeMed Property Svcs | 2.75 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Blount Williams | ||||||||||
| BOD, WakeMed Property Svcs | 2.25 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Stephen Leinenweber | ||||||||||
| BOD, WakeMed Fdn | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MICHAEL FERGUSON MD | ||||||||||
| BOD, WakeMed Fdn (as of 1/21) | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Sonia Barnes | ||||||||||
| BOD, WakeMed Property Svcs | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Robert Ange | ||||||||||
| CHAIR, BOD, WAKEMED FDN | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| DEAN GOODEN | ||||||||||
| TREASURER, BOD, WAKEMED FDN | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JANE DOGGETT EVANS | ||||||||||
| VICE CHAIR, BOD, WAKEMED FND | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| R MICHAEL GRAY | ||||||||||
| SECRETARY, BOD, WAKEMED FDN | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $15,605,338 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $884,183 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Jani-King | |||||
| 801 Jones Franklin Rd Suite 230 | RALEIGH | NC | 27606 | Janitorial Services | $1,221,108 |
| Greenscape | |||||
| PO Box 97 | HOLLY SPRINGS | NC | 27540 | Landscaping Services | $342,006 |
| Marlamar Inc dba City Wide Maintena | |||||
| 5720 Fayetteville Rd Unit 203 | DURHAM | NC | 27713 | Janitorial Services | $492,419 |
| Triangle Elite Facility Service Inc | |||||
| 3536 Mackinac Island Lane | RALEIGH | NC | 27610 | Janitorial Services | $117,931 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $992,761 | FundraisingAmt |
| All Other Contributions | $1,443,981 | AllOtherContributionsAmt |
| Noncash Contributions | $23,292 | NoncashContributionsAmt |
| Total Contributions | $2,436,742 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL INCOME | Desc |
| Business | 531112 | BusinessCd |
| Total Revenue Column | $24,304,640 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,304,640 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,304,640 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,104,508 | TotalRevenueColumnAmt |
| Exclusion | $1,104,508 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,546,589 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,562,124 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,984,465 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,984,465 | TotalRevenueColumnAmt |
| Exclusion | $1,984,465 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $59,424 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $992,761 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $47,995 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,429 | TotalRevenueColumnAmt |
| Exclusion | $11,429 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| QTS LAUNDRY LOSS | $154,306 | $154,306 |
| PROPERTY EASEMENT PAYMENT-CITY OF RALEIGH | $117,847 | $117,847 |
| PURCHASE DISCOUNTS | $2,320 | $2,320 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,359 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,359 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $283,832 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,125,616 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,588,472 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $3,100,402 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,745 | TotalAmt |
| Program Services | $311,745 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,207 | TotalAmt |
| Program Services | $48,207 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,548,231 | TotalAmt |
| Program Services | $1,548,231 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,881 | TotalAmt |
| Program Services | $41,881 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,287 | TotalAmt |
| Program Services | $70,287 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,252 | TotalAmt |
| Program Services | $49,252 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,130 | TotalAmt |
| Management And General | $51,130 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,363 | TotalAmt |
| Management And General | $6,363 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,250 | TotalAmt |
| Management And General | $18,250 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,432 | TotalAmt |
| Management And General | $106,432 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,059,457 | TotalAmt |
| Program Services | $1,015,181 | ProgramServicesAmt |
| Management And General | $44,276 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,940 | TotalAmt |
| Fundraising | $17,940 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,105 | TotalAmt |
| Program Services | $25,176 | ProgramServicesAmt |
| Management And General | $16,929 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,447 | TotalAmt |
| Program Services | $86,447 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,613,530 | TotalAmt |
| Program Services | $15,613,530 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,361 | TotalAmt |
| Program Services | $2,868 | ProgramServicesAmt |
| Fundraising | $493 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,403 | TotalAmt |
| Fundraising | $2,403 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,117,574 | TotalAmt |
| Program Services | $3,117,574 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,347,269 | TotalAmt |
| Program Services | $5,347,269 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,556 | TotalAmt |
| Program Services | $201,556 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FDN & WPS - REPAIRS/MAINT | $3,848,462 | $3,848,462 |
| ALL OTHER EXPENSES | $84,857 | $84,857 |
| JANITORIAL EXPENSES | $6,189 | $6,189 |
| WPS- MINOR EQUIPMENT | $11,158 | $11,158 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,694,086 | TotalAmt |
| Program Services | $31,429,870 | ProgramServicesAmt |
| Management And General | $243,380 | ManagementAndGeneralAmt |
| Fundraising | $20,836 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,552,979 | BOYAmt |
| EOY | $2,095,622 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $920,860 | BOYAmt |
| EOY | $921,776 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,349,182 | BOYAmt |
| EOY | $5,819,509 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,055,706 | BOYAmt |
| EOY | $39,505,229 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $488,719 | BOYAmt |
| EOY | $325,609 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,131,209 | BOYAmt |
| EOY | $1,415,755 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $287,268,513 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $60,136,973 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,758,583 | BOYAmt |
| EOY | $227,131,540 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,494,371 | BOYAmt |
| EOY | $38,070,900 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,054,356 | BOYAmt |
| EOY | $3,708,662 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,858 | BOYAmt |
| EOY | $228,362 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,005,823 | BOYAmt |
| EOY | $319,222,964 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,997,952 | BOYAmt |
| EOY | $1,168,988 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $422,469 | BOYAmt |
| EOY | $362,329 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,211,542 | BOYAmt |
| EOY | $12,636,370 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,631,963 | BOYAmt |
| EOY | $14,167,687 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,724,395 | BOYAmt |
| EOY | $272,763,883 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,649,465 | BOYAmt |
| EOY | $32,291,394 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,373,860 | BOYAmt |
| EOY | $305,055,277 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,005,823 | BOYAmt |
| EOY | $319,222,964 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,568,470 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,786,938 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $18,462,949 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAKEMED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566017737 | EIN |
| Organization Type | 3 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,735,329 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,954,198 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,495,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,847,870 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,436,742 | CurrentTaxYearAmt |
| Total | $15,469,938 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,735,329 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,954,198 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,495,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,847,870 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,436,742 | CurrentTaxYearAmt |
| Total | $15,469,938 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,129,318 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,340,620 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $973,386 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,313,615 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,219,446 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,117,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,104,508 | CurrentTaxYearAmt |
| Total | $5,728,236 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1 | CurrentTaxYearMinus3YearsAmt |
| Total | $1 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,198,175 | TotalSupportAmt |
| Public Support CY170 | 0.62933 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69353 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | false | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (true) | MajorityDirTrstSupportedOrgInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | false | TimelyProvidedDocumentsInd |
| Officers Close Relationship | false | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | false | SupportedOrgVoiceInvestmentInd |
Adjusted Net Income AdjustedNetIncomeGrp
Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Recoveries PY Distributions RecoveriesPYDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Other Gross Income OtherGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Adjusted Gross Income AdjustedGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Production Income ProductionIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Total Adjusted Net Income TotalAdjustedNetIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Minimum Asset Amount MinimumAssetAmountGrp
Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Average Monthly Cash Balances AverageMonthlyCashBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discount Claimed | $0 | DiscountClaimedAmt |
Acquisition Indebtedness AcquisitionIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Cash Deemed Charitable CashDeemedCharitableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Total Minimum Asset TotalMinimumAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Adj Net Income Distributable | $0 | CYAdjNetIncomeDistributableAmt |
| CY Pct85 Adjusted Net Income | $0 | CYPct85AdjustedNetIncomeAmt |
| CY Total Min Ast Distributable | $0 | CYTotalMinAstDistributableAmt |
| CY Greater Adjusted Minimum | $0 | CYGreaterAdjustedMinimumAmt |
| CY Income Tax Imposed PY | $0 | CYIncomeTaxImposedPYAmt |
| CY Distributable As Adjusted | $0 | CYDistributableAsAdjustedAmt |
Distributions DistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Paid Accomplish Exempt Prps | $0 | CYPaidAccomplishExemptPrpsAmt |
| CY Pd In Excess Income Activity | $0 | CYPdInExcessIncomeActivityAmt |
| CY Administrative Expense Paid | $0 | CYAdministrativeExpensePaidAmt |
| Exempt Use Assets Acquis Paid | $0 | ExemptUseAssetsAcquisPaidAmt |
| Qualified Set Aside | $0 | QualifiedSetAsideAmt |
| CY Other Distributions | $0 | CYOtherDistributionsAmt |
| CY Total Annual Distributions | $0 | CYTotalAnnualDistributionsAmt |
| CY Distri Attentive Suprt Org | $0 | CYDistriAttentiveSuprtOrgAmt |
| CY Distributable As Adjusted | $0 | CYDistributableAsAdjustedAmt |
| CY Distribution Yr | 0 | CYDistributionYrRt |
Distribution Allocations DistributionAllocationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Distributable As Adjusted | $0 | CYDistributableAsAdjustedAmt |
| Underdistributions | $0 | UnderdistributionsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Cyov Applied Underdistri PY | $0 | CyovAppliedUnderdistriPYAmt |
| Cyov Applied Underdistr CPY | $0 | CyovAppliedUnderdistrCPYAmt |
| Carryover PY Not Applied | $0 | CarryoverPYNotAppliedAmt |
| Excess Distribution Cyov | $0 | ExcessDistributionCyovAmt |
| CY Total Annual Distributions | $0 | CYTotalAnnualDistributionsAmt |
| CY Distrib App Underdistri PY | $0 | CYDistribAppUnderdistriPYAmt |
| Excess Distribution | $0 | ExcessDistributionAmt |
| Remaining Underdistri PY | $0 | RemainingUnderdistriPYAmt |
| Remaining Underdistri CY | $0 | RemainingUnderdistriCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year5 | $0 | ExcessFromYear5Amt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PUBLIC CHARITY STATUS OF GROUP RETURN AFFILIATES | FormAndLineReferenceDesc |
| Explanation | SCHEDULE A, PART I PUBLIC CHARITY STATUS OF GROUP RETURN AFFILIATES WAKE FACULTY PRACTICE PLAN PUBLIC CHARITY STATUS: 509(A)(3) - BOX 12B WAKE PROPERTY SERVICES PUBLIC CHARITY STATUS: 509(A)(3) - BOX 12B WAKEMED FOUNDATION PUBLIC CHARITY STATUS: 509(A)(1) AND 170(B)(1)(A)(VI) - BOX 7 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,384,089 | BeginningYearBalanceAmt |
| Contributions | $49,637 | ContributionsAmt |
| Investment Earnings Or Losses | $381,557 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $56,678 | OtherExpendituresAmt |
| End Year Balance | $4,758,605 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,415,426 | BeginningYearBalanceAmt |
| Contributions | $1,924,338 | ContributionsAmt |
| Investment Earnings Or Losses | $132,158 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $87,833 | OtherExpendituresAmt |
| End Year Balance | $4,384,089 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,386,885 | BeginningYearBalanceAmt |
| Contributions | $15,274 | ContributionsAmt |
| Investment Earnings Or Losses | $90,035 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $76,768 | OtherExpendituresAmt |
| End Year Balance | $2,415,426 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,343,091 | BeginningYearBalanceAmt |
| Contributions | $27,194 | ContributionsAmt |
| Investment Earnings Or Losses | $100,748 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $84,148 | OtherExpendituresAmt |
| End Year Balance | $2,386,885 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,182,990 | BeginningYearBalanceAmt |
| Contributions | $19,863 | ContributionsAmt |
| Investment Earnings Or Losses | $209,037 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $68,799 | OtherExpendituresAmt |
| End Year Balance | $2,343,091 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,390,321 | OtherCostOrOtherBasisAmt |
| Book Value | $48,390,321 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $214,915,520 | OtherCostOrOtherBasisAmt |
| Depreciation | $53,546,676 | DepreciationAmt |
| Book Value | $161,368,844 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,985,911 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,328,410 | DepreciationAmt |
| Book Value | $14,657,501 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,260,451 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,905,871 | DepreciationAmt |
| Book Value | $2,354,580 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,716,310 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,356,016 | DepreciationAmt |
| Book Value | $360,294 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $227,131,540 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED LANDLORD INCENTIVES | $10,921,555 |
| DEFERRED RENT EXPENSE | $1,685,367 |
| CHARITABLE GIFT ANNUITY | $29,448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,636,370 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Intended use of endowment funds | FormAndLineReferenceDesc |
| Explanation | SCHEDULE D, PART V, LINE 4 ONE FUND IS INTENDED TO BENEFIT THE PEDIATRICS AND CHILDREN OF THE TRIANGLE COMMUNITY AND THE REGION SERVED BY WAKEMED. THE ENDOWMENT ENCOURAGES AND FOSTERS DIALOGUE BETWEEN PHYSICIANS AND EXPERTS IN THE FIELD OF INFECTIOUS DISEASES OF CHILDREN. THE ENDOWMENT WILL SUPPORT EDUCATIONAL SEMINARS WITH NATIONALLY RECOGNIZED SPEAKERS DISCUSSING CURRENT ISSUES OF CLINICAL IMPORTANCE TO THE PRACTITIONER. THE EARNINGS OF THE SECOND FUND WILL BE USED TO SUPPORT THE ADVANCEMENT OF KNOWLEDGE AND CLINICAL SKILLS BY NURSES AND OTHER CERTIFIED HEALTHCARE WORKERS AT WAKEMED THROUGH ENROLLMENT IN UNDERGRADUATE OR GRADUATE DEGREE PROGRAMS OR QUALIFIED CEU SEMINARS AND TRAINING EVENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WMG & Other Eve | Event1Nm |
| Gross Receipts Event1 | $992,762 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $992,762 | CharitableContriEvent1Amt |
| Food And Beverage Event1 | $24,740 | FoodAndBeverageEvent1Amt |
| Event2 | Cheers4Children | Event2Nm |
| Gross Receipts Event2 | $59,424 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $59,424 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $14,914 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $3,341 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Oth Direct Expnss Other Events | $5,000 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,052,186 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $992,762 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $59,424 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $39,654 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,341 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $47,995 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $11,429 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| SAFE CHILD | |||||||
| 864 WEST MORGAN STREET | RALEIGH | NC | 27603 | 561817816 | 501(c)(3) | $50,000 | 385 Children's Medical Evaluations |
| MEFINE FOUNDATION | |||||||
| 5100 US HIGHWAY 70 EAST | PRINCETON | NC | 275698589 | 201819368 | 501(c)(3) | $15,000 | Support of PATIENT FAMILIES |
| Wake Emergency Physicians PA | |||||||
| 570 New Waverly Place | Cary | NC | 27518 | 561763695 | $7,863 | Well-Being Initiatives | |
| WakeMed | |||||||
| 3000 NEW BERN AVE | RALEIGH | NC | 276101215 | 566017737 | 501(c)(3) | $238,182 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATIONAL SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 10 | RecipientCnt |
| Cash Grant | $48,207 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PART I, LINE 1 | ORGANIZATION'S PROCEDURES FOR MONITORING GRANTS ARE MADE TO ELIGIBLE 501(C) ORGANIZATIONS. GRANT RECIPIENTS MUST SUBMIT IMPACT/PROGRESS UPDATES. |
| SCHEDULE I, PART III | EDUCATIONAL SCHOLARSHIPS THE EDUCATIONAL SCHOLARSHIPS ARE ADMINISTERED DIRECTLY TO THE UNIVERSITY OR COLLEGE IN THE RECIPIENT'S NAME. THE RECIPIENT MUST SUBMIT A COMPLETED APPLICATION, TWO PAGE LETTER TO WAKEMED FOUNDATION, TRANSCRIPT(S), AND THREE LETTERS OF REFERENCE. THE RECIPIENT MUST ALSO BE AVAILABLE FOR AN INTERVIEW WITH THE HELTON ENDOWMENT SCHOLARSHIP COMMITTEE. ALL UNSPENT FUNDS ARE RETURNED TO THE HELTON FUND AT THE WAKEMED FOUNDATION. THE RECIPIENT MUST REMAIN EMPLOYED AT WAKEMED FOR TWO YEARS AFTER THE AWARD; OTHERWISE, THE STUDENT MUST RETURN THE FUNDS RECEIVED TO THE HELTON FUND AT THE WAKEMED FOUNDATION. THE STUDENT MUST MAINTAIN A 2.5 GPA. THE RECIPIENT MUST SUBMIT PROOF OF STUDY COMPLETION (TRANSCRIPTS, FINAL GRADES, ETC.) TO THE HELTON ENDOWMENT SCHOLARSHIP COMMITTEE WITHIN 90 DAYS OF COMPLETION. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (34 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DONALD R GINTZIG | ||||||||||||||
| President & CEO | $0 | $1,167,657 | $0 | $485,872 | $0 | $61,076 | $0 | $17,100 | $0 | $23,826 | $0 | $1,755,531 | $0 | $0 |
| Bryon Boulton | ||||||||||||||
| Physician | $0 | $953,529 | $0 | $326,519 | $0 | $10,910 | $0 | $8,550 | $0 | $23,201 | $0 | $1,322,709 | $0 | $0 |
| GURVINDER S DEOL | ||||||||||||||
| PHYSICIAN | $0 | $810,569 | $0 | $358,017 | $0 | $25,844 | $0 | $8,550 | $0 | $28,541 | $0 | $1,231,521 | $0 | $0 |
| Judson Williams | ||||||||||||||
| Physician | $0 | $735,559 | $0 | $428,990 | $0 | $17,345 | $0 | $8,550 | $0 | $30,498 | $0 | $1,220,942 | $0 | $0 |
| Marc Silver | ||||||||||||||
| Physician | $0 | $576,140 | $0 | $404,166 | $0 | $38,727 | $0 | $8,550 | $0 | $31,222 | $0 | $1,058,805 | $0 | $0 |
| JONATHAN CHAPPELL | ||||||||||||||
| PHYSICIAN | $0 | $613,094 | $0 | $397,075 | $0 | $10,462 | $0 | $8,550 | $0 | $24,161 | $0 | $1,053,342 | $0 | $0 |
| Denise Warren until 1220 | ||||||||||||||
| EVP & CHIEF OPERATING OFFICER | $0 | $667,820 | $0 | $13,185 | $0 | $18,599 | $0 | $11,171 | $0 | $25,901 | $0 | $736,676 | $0 | $0 |
| Christopher DeRienzo | ||||||||||||||
| SVP & Sys CMO as of 12/19 | $0 | $563,512 | $0 | $8,673 | $0 | $113,979 | $0 | $17,100 | $0 | $22,898 | $0 | $726,162 | $0 | $0 |
| Rick Carrico | ||||||||||||||
| EVP & CHIEF FINANCIAL OFFICER | $0 | $582,985 | $0 | $11,574 | $0 | $27,903 | $0 | $17,100 | $0 | $28,541 | $0 | $668,103 | $0 | $0 |
| Rebecca Andrews | ||||||||||||||
| SVP & Administrator Raleigh | $0 | $437,153 | $0 | $8,378 | $0 | $26,602 | $0 | $17,100 | $0 | $15,399 | $0 | $504,632 | $0 | $0 |
| Thomas Gough as of 121 | ||||||||||||||
| EVP & CHIEF OPERATING OFFICER | $0 | $442,730 | $0 | $8,368 | $0 | $17,392 | $0 | $17,100 | $0 | $2,138 | $0 | $487,728 | $0 | $0 |
| Seth Brody | ||||||||||||||
| BOD, WAKEMED FND,CMO CARY HOSP | $0 | $430,963 | $0 | $21,398 | $0 | $1,038 | $0 | $17,100 | $0 | $0 | $0 | $470,499 | $0 | $0 |
| Charles Harr | ||||||||||||||
| CHIEF MEDICAL OFFICER, RALEIGH | $0 | $428,645 | $0 | $8,081 | $0 | $2,966 | $0 | $17,100 | $0 | $2,500 | $0 | $459,292 | $0 | $0 |
| Susan James | ||||||||||||||
| VP & Chief Legal Officer | $0 | $403,610 | $0 | $8,031 | $0 | $999 | $0 | $17,100 | $0 | $25,398 | $0 | $455,138 | $0 | $0 |
| CYNTHIA ALNESS-BOILY | ||||||||||||||
| SVP - OPERATIONS & CNO | $0 | $379,199 | $0 | $7,423 | $0 | $26,424 | $0 | $17,100 | $0 | $21,271 | $0 | $451,417 | $0 | $0 |
| Jeanene R Martin until 920 | ||||||||||||||
| SVP - HUMAN RESOURCES | $0 | $374,625 | $0 | $7,430 | $0 | $17,955 | $0 | $17,100 | $0 | $20,282 | $0 | $437,392 | $0 | $0 |
| Peter Marks | ||||||||||||||
| VP & CHIEF INFORMATION OFFICER | $0 | $370,810 | $0 | $7,164 | $0 | $19,119 | $0 | $17,100 | $0 | $4,490 | $0 | $418,683 | $0 | $0 |
| CAROLYN KNAUP | ||||||||||||||
| SVP - AMBULATORY SERVICES | $0 | $344,473 | $0 | $6,902 | $0 | $17,244 | $0 | $17,100 | $0 | $22,083 | $0 | $407,802 | $0 | $0 |
| John Perry | ||||||||||||||
| VP, Medical INFORMATION | $0 | $352,659 | $0 | $6,937 | $0 | $1,994 | $0 | $17,100 | $0 | $25,901 | $0 | $404,591 | $0 | $0 |
| Rick Shrum | ||||||||||||||
| VP & Chief Strategy Officer | $0 | $336,976 | $0 | $6,893 | $0 | $5,154 | $0 | $17,100 | $0 | $31,980 | $0 | $398,103 | $0 | $0 |
| Karen Bash | ||||||||||||||
| CMO, North Hospital | $0 | $341,483 | $0 | $3,284 | $0 | $19,807 | $0 | $17,100 | $0 | $15,640 | $0 | $397,314 | $0 | $0 |
| Theodore Lotchin | ||||||||||||||
| VP - CHIEF COMPL. & PRIVACY | $0 | $323,522 | $0 | $6,465 | $0 | $1,707 | $0 | $17,100 | $0 | $23,618 | $0 | $372,412 | $0 | $0 |
| THOMAS G CAVENDER | ||||||||||||||
| VP, FACILITIES & CONSTRUCTION | $0 | $304,646 | $0 | $5,922 | $0 | $24,779 | $0 | $17,100 | $0 | $12,474 | $0 | $364,921 | $0 | $0 |
| Valerie Barlow | ||||||||||||||
| VP, Clinical & Support SVCS | $0 | $308,137 | $0 | $6,097 | $0 | $1,594 | $0 | $17,100 | $0 | $25,977 | $0 | $358,905 | $0 | $0 |
| Christine Craig | ||||||||||||||
| VP, Government Affairs | $0 | $271,210 | $0 | $5,400 | $0 | $15,769 | $0 | $17,044 | $0 | $17,478 | $0 | $326,901 | $0 | $0 |
| Debra Laughery | ||||||||||||||
| VP, MARKETING & COMMUNICATIONS | $0 | $276,022 | $0 | $5,373 | $0 | $19,346 | $0 | $17,002 | $0 | $705 | $0 | $318,448 | $0 | $0 |
| Stephanie Sessoms | ||||||||||||||
| VP, Finance | $0 | $266,591 | $0 | $5,186 | $0 | $1,140 | $0 | $13,865 | $0 | $17,582 | $0 | $304,364 | $0 | $0 |
| Shondra Brink | ||||||||||||||
| VP, Wake Physician Practices | $0 | $263,160 | $0 | $5,090 | $0 | $3,821 | $0 | $15,855 | $0 | $10,789 | $0 | $298,715 | $0 | $0 |
| Rasheeda Monroe | ||||||||||||||
| BOD, WM FDN, MED DIR, PEDS PC | $0 | $233,756 | $0 | $1,570 | $0 | $43,395 | $0 | $14,455 | $0 | $0 | $0 | $293,176 | $0 | $0 |
| Sheldrick Streete until 221 | ||||||||||||||
| VP, Nursing - Raleigh | $0 | $244,042 | $0 | $4,867 | $0 | $561 | $0 | $13,134 | $0 | $25,701 | $0 | $288,305 | $0 | $0 |
| BETSY GASKINS-MCCLAINE | ||||||||||||||
| VP, HEART & VASCULAR | $0 | $219,788 | $0 | $4,261 | $0 | $6,709 | $0 | $13,802 | $0 | $10,006 | $0 | $254,566 | $0 | $0 |
| Brad Davis | ||||||||||||||
| Executive Director, Foundation | $0 | $183,333 | $0 | $3,684 | $0 | $9,025 | $0 | $14,650 | $0 | $25,097 | $0 | $235,789 | $0 | $0 |
| Thomas C Hughes | ||||||||||||||
| VP Operations, Community Hosp. | $0 | $195,799 | $0 | $2,475 | $0 | $399 | $0 | $11,636 | $0 | $2,002 | $0 | $212,311 | $0 | $0 |
| SHERI DESHAZO until 819 | ||||||||||||||
| SVP & ADMINISTRATOR - NORTH | $0 | $0 | $0 | $0 | $0 | $169,624 | $0 | $0 | $0 | $0 | $0 | $169,624 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3 | ALL COMPENSATION REPORTED ON PART VII OF THE FORM 990 IS PAID BY WAKEMED HOSPITAL, A COMMON PAYMASTER. WAKEMED HOSPITAL'S HUMAN RESOURCE DEPARTMENT REGULARLY REVIEWS THE COMPENSATION FOR THE CEO, OFFICERS, AND KEY EMPLOYEES. THE FACILITY REGULARLY USES AN INDEPENDENT CONSULTING FIRM AS A SOURCE OF COMPENSATION INFORMATION, BENCHMARKING, AND TO REVIEW TO ENSURE CONSISTENT AND FAIR COMPENSATION PRACTICES. THE CEO'S COMPENSATION IS APPROVED BY THE WAKEMED HOSPITAL BOARD. |
| SCHEDULE J, PART I, LINE 7 | NON-FIXED PAYMENTS THE ORGANIZATION HAS INCENTIVE-BASED PROGRAMS THAT ARE DRIVEN BY ACCOMPLISHING TARGETS ASSOCIATEED WITH QUALITY OF CARE AND FINANCIAL MEASURES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, BOX C | ALSO DOING BUSINESS AS: WAKE COUNTY HOSPITAL SYSTEM MEDICAL EDUCATION FOUNDATION WAKE MEDICAL CENTER FOUNDATION |
| FORM 990, PART VI, LINE 7A | MEMBERS, STOCKHOLDERS, OR OTHER PERSONS WITH POWER TO ELECT OR APPOINT MEMEBERS EIGHT MEMBERS OF THE BOARD ARE APPOINTED TO THE BOARD OF DIRECTORS BY WAKE COUNTY. |
| FORM 990, PART VI, LINE 7B | DECISIONS RESERVED TO MEMBERS OR STOCKHOLDERS THE WAKE COUNTY BOARD OF COMMISSIONERS HOLDS LIMITED APPROVAL OVER SOME GOVERNING BODY DECISIONS PERTAINING TO ARTICLES OF INCORPORATION. THE TRANSFER AGREEMENT WITH WAKE COUNTY INDICATES APPROVAL/CONSENT FOR TRANSACTIONS PERTAINING TO SUBSTANTIAL DISPOSITION OF ASSETS AND COVENANTS OF LIENS. |
| FORM 990, PART VI, LINE 11B | PROCESS USED TO REVIEW THE FORM 990 THE 990 AND SCHEDULES ARE REVIEWED BY THE FINANCE COMMITTEE OF THE WAKEMED BOARD OF DIRECTORS AND THEN THEY RECOMMEND APPROVAL TO THE WAKEMED BOARD. A FINAL COPY IS PROVIDED TO THE WAKEMED BOARD OF DIRECTORS BEFORE FILING. |
| FORM 990, PART VI, LINE 12C | MONITORING AND ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY THE ORGANIZATION ENFORCES THE CONFLICT OF INTEREST POLICY IN VARIOUS WAYS. EACH YEAR MEMBERS OF THE WAKEMED BOARD, COMMITTEES WITH BOARD DELEGATED POWER, THE CEO, CORPORATE STAFF, EXECUTIVE STAFF, DIRECTORS AND MANAGERS ARE REQUIRED TO COMPLETE AND SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE. THESE INDIVIDUALS ARE REQUIRED TO PROVIDE WRITTEN DOCUMENTATION OF ANY POTENTIAL CONFLICT OF INTEREST, IDENTIFYING MATERIAL FINANCIAL INTEREST AND/OR PERSONAL CONFLICTS OF INTEREST. REMEDIAL MEASURES IMPLEMENTED ADDRESS CONFLICTS 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 AND LODGING PAID 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, LINES 15A & 15B | PROCESS FOR DETERMINING COMPENSATION OF CEO, EXEC. DIR., OR TOP MGMT OFFICIAL ALL COMPENSATION REPORTED ON PART VII OF THE FORM 990 IS PAID BY WAKEMED HOSPITAL, A COMMON PAYMASTER. WAKEMED HOSPITAL'S HUMAN RESOURCE DEPARTMENT REGULARLY REVIEWS THE COMPENSATION FOR THE CEO, OFFICERS, AND KEY EMPLOYEES. THE FACILITY REGULARLY USES AN INDEPENDENT CONSULTING FIRM AS A SOURCE OF COMPENSATION INFORMATION, BENCHMARKING, AND TO REVIEW TO ENSURE CONSISTENT AND FAIR COMPENSATION PRACTICES. THE CEO'S COMPENSATION IS APPROVED BY THE WAKEMED HOSPITAL BOARD. |
| FORM 990, PART VI, LINE 19 | PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC THE 990 IS AVAILABLE BY REQUEST AND IS PUBLISHED ON GUIDESTAR AND OTHER WEBSITES. FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE THROUGH THE NORTH CAROLINA 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. GOVERNING DOCUMENTS ARE AVAILABLE THROUGH THE SECRETARY OF STATE'S OFFICE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE TO EMPLOYEES (BUT IS NOT POSTED PUBLICLY). THE FOUNDATION HAS A CONFLICT OF INTEREST POLICY. DIRECTORS SIGN A STATEMENT CONFIRMING THAT THEY HAVE RECEIVED, READ, AND UNDERSTAND THE POLICY WHICH IS INCORPORATED IN THE WAKEMED FOUNDATION BYLAWS. FURTHERMORE, DIRECTORS SIGN THAT THEY HAVE NO KNOWLEDGE OF ANY CONFLICTS OF INTEREST. |
| FORM 990, PART VII, SECTION A, COLUMN (E) | ALL EMPLOYEES OF THE SUBORDINATE ORGANIZATIONS, INCLUDED THOSE REPORTED ON THE WAKEMED GROUP RETURN, ARE PAID BY THE PARENT ORGANIZATION, Wakemed |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS INTERCOMPANY CASH TRANSFERS $ 29,570,223 TRANSFER OF FIXED ASSETS $(11,632,672) TRANSFER BETWEEN AFFILIATES $ 525,398 ============= TOTAL $ 18,462,949 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAKEMED | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 NEW BERN AVENUE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566017737 | EIN |
| Primary Activities | HOSPITAL | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 3 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUALITY TEXTILE SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 SOUTH ROGERS LANE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561943802 | EIN |
| Primary Activities | TEXTILE SERVI | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corp | EntityTypeTxt |
| Share Of Total Income | -$154,306 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $3,708,662 | ShareOfEOYAssetsAmt |
| Ownership | 0.50000 | OwnershipPct |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WAKEMED | ||
| b | $3,355,756 | FMV |
| WAKEMED | ||
| j | $22,822,873 | FMV |
| WAKEMED | ||
| k | $1,084,887 | FMV |
| WAKEMED | ||
| p | $751,733 | FMV |
| WAKEMED | ||
| b | $238,182 | FMV |