WAKE FOREST UNIVERSITY HEALTH SCIENCES: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: WAKE FOREST UNIVERSITY HEALTH SCIENCES (EIN 22-3849199)
Tax period: 2019-07-01 to 2020-06-30
Filed: 2021-05-14
IRS object ID: 202101349349301715
Schema version: 2019v5.2
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 E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-05-14T08:34:40-05:00	ReturnTs
Tax Period End	2020-06-30	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	223849199	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WAKE FOREST UNIVERSITY HEALTH SCIENCES	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WAKE	BusinessNameControlTxt
Phone	3367164445	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	MEDICAL CENTER BLVD	AddressLine1Txt
City	WINSTONSALEM	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27157	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BRADLEY A CLARK	PersonNm
Person Title	EVP-CFO	PersonTitleTxt
Phone	3367164445	PhoneNum
Signature	2021-05-04	SignatureDt

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JULIE ANN FREISCHLAG MD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	MEDICAL CENTER BLVD	AddressLine1Txt
City	WINSTONSALEM	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27157	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,097,824,697	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.WAKEHEALTH.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2001	FormationYr
Legal Domicile State	NC	LegalDomicileStateCd
Activity Or Mission	IMPROVING THE HEALTH OF OUR REGION, STATE, AND NATION.	ActivityOrMissionDesc
Voting Members Governing Body	18	VotingMembersGoverningBodyCnt
Voting Members Independent	16	VotingMembersIndependentCnt
Total Employee	1437	TotalEmployeeCnt
Total Volunteers	1354	TotalVolunteersCnt
Total Gross UBI	$1,548,217	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$236,253	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$227,062,586	PYContributionsGrantsAmt
CY Contributions Grants	$253,761,428	CYContributionsGrantsAmt
PY Program Service Revenue	$794,461,601	PYProgramServiceRevenueAmt
CY Program Service Revenue	$807,508,964	CYProgramServiceRevenueAmt
PY Investment Income	$22,981,320	PYInvestmentIncomeAmt
CY Investment Income	$4,737,256	CYInvestmentIncomeAmt
PY Other Revenue	$3,414,027	PYOtherRevenueAmt
CY Other Revenue	$4,149,225	CYOtherRevenueAmt
PY Total Revenue	$1,047,919,534	PYTotalRevenueAmt
CY Total Revenue	$1,070,156,873	CYTotalRevenueAmt
PY Grants And Similar Paid	$57,811,252	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$55,437,425	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$755,012,997	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$768,293,364	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$53,455	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$63,947	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$902,298	CYTotalFundraisingExpenseAmt
PY Other Expenses	$262,942,192	PYOtherExpensesAmt
CY Other Expenses	$282,171,049	CYOtherExpensesAmt
PY Total Expenses	$1,075,819,896	PYTotalExpensesAmt
CY Total Expenses	$1,105,965,785	CYTotalExpensesAmt
PY Revenues Less Expenses	-$27,900,362	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$35,808,912	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,435,646,931	TotalAssetsBOYAmt
Total Assets EOY	$1,634,362,996	TotalAssetsEOYAmt
Total Liabilities BOY	$871,479,427	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,080,096,441	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$564,167,504	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$554,266,555	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O FOR CONTINUATIONWAKE FOREST UNIVERSITY HEALTH SCIENCES (AT TIMES ALSO REFERRED TO AS "WAKE FOREST SCHOOL OF MEDICINE", "WFUHS OR "THE FILING ORGANIZATION") IS PART OF WAKE FOREST BAPTIST HEALTH (AT TIMES ALSO REFERRED TO AS "WFBH"), A PREEMINENT LEARNING HEALTH SYSTEM AND ACADEMIC MEDICAL CENTER OF THE HIGHEST QUALITY WITH BALANCED EXCELLENCE IN PATIENT CARE, RESEARCH AND EDUCATION THAT PROMOTES BETTER HEALTH FOR ALL THROUGH COLLABORATION, EXCELLENCE AND INNOVATION. WFBH'S MISSION IS TO IMPROVE THE HEALTH OF OUR REGION, STATE AND NATION BY: GENERATING AND TRANSLATING KNOWLEDGE TO PREVENT, DIAGNOSE AND TREAT DISEASE; TRAINING LEADERS IN HEALTH CARE AND BIOMEDICAL SCIENCE; AND SERVING AS THE PREMIER HEALTH SYSTEM IN OUR REGION, WITH SPECIFIC CENTERS OF EXCELLENCE RECOGNIZED AS NATIONAL AND INTERNATIONAL CARE DESTINATIONS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$171,983,855	ExpenseAmt
Grant	$32,845,599	GrantAmt
Desc	MEDICAL RESEARCH, GENERAL/OTHER: RESEARCH COMPRISED OF BASIC SCIENCE CLINICAL RESEARCH AND POPULATION BASED STUDIES AND IS CENTERED ON THE ACQUISITION AND ADVANCEMENT OF SCIENTIFIC KNOWLEDGE AND NEW TECHNOLOGY AND THEIR TRANSFER TO INDUSTRY AND THE PATIENT IN ORDER TO PREVENT AND TREAT DISEASE AND PROMOTE HEALTH (1,036 GRANTS).	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$794,726,698	ExpenseAmt
Grant	$557,360	GrantAmt
Revenue	$748,156,183	RevenueAmt
Desc	PATIENT CARE AND MEDICAL EXPENSES IN PROVIDING SERVICES TO 1,665,043 PATIENT ENCOUNTERS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$114,779,723	ExpenseAmt
Grant	$22,034,466	GrantAmt
Revenue	$59,370,622	RevenueAmt
Desc	PROFESSIONAL EDUCATION: INSTRUCTION OF 2,143 MEDICAL, GRADUATE, PHYSICIAN ASSISTANT, CRNA, AND BIOMEDICAL ENGINEERING STUDENTS. SCHOLARSHIPS AND AID PROVIDED TO 1,351 STUDENTS.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$1,081,490,276	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	Yes (1)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	1425	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	1437	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (1)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	18	GoverningBodyVotingMembersCnt
Independent Voting Member	16	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (1)	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (1)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (1)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ERIN KOEWING	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3367164445	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	MEDICAL CENTER BLVD	AddressLine1Txt
City	WINSTON SALEM	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27157	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JULIE ANN FREISCHLAG MD
DIRECTOR, CEO & DEAN	15.70	24.30	Yes (X)	Yes (X)	$2,060,166	$0	$450,111
NATHAN O HATCH PHD
DIRECTOR & PRESIDENT - WFU	3.00	37.00	Yes (X)	Yes (X)	$0	$1,665,827	$352,861
RUSSELL M HOWERTON MD
EVP, HEALTH SYS AFFAIRS	15.60	24.40			$1,341,656	$0	$163,077	Yes (X)
EDWARD H KINCAID MD
DEPARTMENT CHAIR	40.00	0.00			$1,435,299	$0	$47,495	Yes (X)
ANTHONY ATALA MD
DEPARTMENT CHAIR	39.50	0.50			$1,075,997	$0	$334,146	Yes (X)
KEVIN P HIGH MD
PRESIDENT, HEALTH SYSTEM	3.00	37.00		Yes (X)	$1,070,557	$0	$258,296
DAVID X ZHAO MD
DEPARTMENT CHAIR	40.00	0.00			$1,041,054	$0	$159,885	Yes (X)
BRADLEY A CLARK
EVP, CFO & TREASURER	6.00	34.00		Yes (X)	$0	$947,093	$237,452
CHARLES L BRANCH JR MD
DEPARTMENT CHAIR	38.00	2.00			$1,042,509	$0	$42,949	Yes (X)
TERRY G WILLIAMS
EVP, CH STRATEGY OFR	3.20	36.80		Yes (X)	$0	$888,524	$179,836
ROBERT J GFELLER JR
FORMER OFFICER (12-31-18)	0.00	0.00			$0	$903,026	$1,845		Yes (X)
J REID MORGAN
SECRETARY & GENERAL COUNSE	8.00	32.00		Yes (X)	$0	$655,028	$166,975
LILICIA P BAILEY
SVP & CH PEOPLE OFF	0.40	39.60		Yes (X)	$0	$651,264	$136,122
TERRY L HALES JR
ASSISTANT TREASURER	35.20	4.80		Yes (X)	$632,319	$0	$138,769
JOHN D MCCONNELL MD
FORMER OFFICER (4-26-17)	0.00	40.00			$720,128	$0	$43,339		Yes (X)
WILLIAM D SHOWALTER
SVP, CH INFO OFF	5.00	35.00		Yes (X)	$0	$615,134	$135,863
LISA M MARSHALL
VP, CH PHIL OFF	10.50	29.50		Yes (X)	$377,567	$0	$105,179
ERIC TOMLINSON DSC PHD
FORMER OFFICER (3-1-18)	0.00	0.00			$439,108	$0	$2,522		Yes (X)
KAREN H HUEY
VP FACILITIES	3.80	36.20		Yes (X)	$0	$355,168	$84,653
ANITA M CONRAD
ASSISTANT SECRETARY	12.00	28.00		Yes (X)	$0	$195,239	$39,637
JOHN M VANN
CHAIR OF BOARD	4.00	9.00	Yes (X)		$0	$0	$0
JAMES J MARINO
VICE CHAIR	3.00	9.00	Yes (X)		$0	$0	$0
DONALD E FLOW
DIRECTOR	2.00	4.00	Yes (X)		$0	$0	$0
DONNA A BOSWELL PHD
DIRECTOR	2.00	9.00	Yes (X)		$0	$0	$0
JAMES R HELVEY III
DIRECTOR	2.00	0.00	Yes (X)		$0	$0	$0
JANICE K STORY
DIRECTOR	2.00	3.00	Yes (X)		$0	$0	$0
GERALD F ROACH
DIRECTOR	2.00	15.00	Yes (X)		$0	$0	$0
CURTIS C FARMER
DIRECTOR (TO 8/14/19)	2.00	5.60	Yes (X)		$0	$0	$0
MATTHEW A KING
DIRECTOR	2.00	6.00	Yes (X)		$0	$0	$0
HERMAN E EURE
DIRECTOR	2.00	6.00	Yes (X)		$0	$0	$0
RICHARD A BRENNER
DIRECTOR	2.00	0.00	Yes (X)		$0	$0	$0
ANN S HANES
DIRECTOR	2.00	0.00	Yes (X)		$0	$0	$0
DONNA F EDWARDS
DIRECTOR	2.00	5.00	Yes (X)		$0	$0	$0
BRENDA K CLINE
DIRECTOR	2.00	0.00	Yes (X)		$0	$0	$0
ERIC C WISEMAN
DIRECTOR	2.00	6.60	Yes (X)		$0	$0	$0
MICHAEL F MAHONEY
DIRECTOR (TO 9/23/19)	2.00	3.00	Yes (X)		$0	$0	$0
ERIC EUBANK
DIRECTOR	2.00	5.00	Yes (X)		$0	$0	$0
ADELAIDE A SINK
DIRECTOR	2.00	4.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$11,236,360	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$6,876,303	TotReportableCompRltdOrgAmt
Total Other Compensation	$3,081,012	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1323	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
NTHRIVE REVENUE SYSTEMS LLC
200 NORTH POINT CENTER EAST SUITE	ALPHARETTA	GA	30022	CODING, BILLING & COLLECTION SRVS.	$55,190,879
MCKESSON SPECIALTIES
6555 STATE HWY 161	IRVINE	TX	75039	PHARMACEUTICAL DISTRIBUTION & INVENTORY	$7,156,540
REGENTS OF THE UNIVERSITY OF MINNESOTA
200 OAK ST SE STE 600	MINNEAPOLIS	MN	55455	EDUCATION & RESEARCH SERVICES	$4,895,032
EBSCO INFORMATION SERVICES
10 ESTES STREET	IPSWICH	MA	01938	SUBSCRIPTION INFORMATION SERVICES	$4,746,783
CASSIDY TURLEY FIDUCIARY INC
550 S TRYON STREET	CHARLOTTE	NC	28202	REAL ESTATE CONSULT.	$4,375,871

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	299	CntrctRcvdGreaterThan100KCnt
Fundraising	$841,662	FundraisingAmt
Related Organizations	$1,660,851	RelatedOrganizationsAmt
Government Grants	$181,746,835	GovernmentGrantsAmt
All Other Contributions	$69,512,080	AllOtherContributionsAmt
Noncash Contributions	$662,385	NoncashContributionsAmt
Total Contributions	$253,761,428	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEDICAL SERVICES	621110	$748,138,342	$748,138,342
TUITION AND FEES	611710	$59,370,622	$59,370,622

Field	Value	IRS element (for citing)
Total Program Service Revenue	$807,508,964	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$32,140,478	TotalRevenueColumnAmt
Unrelated Business Revenue	$949,874	UnrelatedBusinessRevenueAmt
Exclusion	$31,190,604	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,014,473	TotalRevenueColumnAmt
Exclusion	$1,014,473	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$2,497,386	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$2,497,386	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,497,386	TotalRevenueColumnAmt
Exclusion	$2,497,386	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Other	$24,341	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$27,427,563	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$27,427,563	SecuritiesAmt
Other	$24,341	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$27,403,222	TotalRevenueColumnAmt
Exclusion	-$27,403,222	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$96,698	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$841,662	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$240,261	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$143,563	TotalRevenueColumnAmt
Exclusion	-$143,563	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
ADMIN & OTHER	611710	$616,184	$17,841	$598,343
PARKING	621990	$164,745			$164,745

Field	Value	IRS element (for citing)
Other Revenue Total	$780,929	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,070,156,873	TotalRevenueColumnAmt
Related Or Exempt Func Income	$807,526,805	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,548,217	UnrelatedBusinessRevenueAmt
Exclusion	$7,320,423	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$32,782,711	TotalAmt
Program Services	$32,782,711	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$22,034,466	TotalAmt
Program Services	$22,034,466	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$620,248	TotalAmt
Program Services	$620,248	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$16,338,373	TotalAmt
Program Services	$16,273,020	ProgramServicesAmt
Management And General	$49,015	ManagementAndGeneralAmt
Fundraising	$16,338	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$616,576,494	TotalAmt
Program Services	$614,110,187	ProgramServicesAmt
Management And General	$1,849,731	ManagementAndGeneralAmt
Fundraising	$616,576	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$33,381,144	TotalAmt
Program Services	$33,247,620	ProgramServicesAmt
Management And General	$100,143	ManagementAndGeneralAmt
Fundraising	$33,381	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$67,821,133	TotalAmt
Program Services	$67,549,849	ProgramServicesAmt
Management And General	$203,463	ManagementAndGeneralAmt
Fundraising	$67,821	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$34,176,220	TotalAmt
Program Services	$34,039,515	ProgramServicesAmt
Management And General	$102,529	ManagementAndGeneralAmt
Fundraising	$34,176	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$4,130,832	TotalAmt
Program Services	$2,065,416	ProgramServicesAmt
Management And General	$2,065,416	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$493,672	TotalAmt
Program Services	$246,836	ProgramServicesAmt
Management And General	$246,836	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$292,788	TotalAmt
Program Services	$292,788	ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$63,947	TotalAmt
Fundraising	$63,947	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,815,630	TotalAmt
Program Services	$1,452,504	ProgramServicesAmt
Management And General	$361,310	ManagementAndGeneralAmt
Fundraising	$1,816	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$47,994,768	TotalAmt
Program Services	$46,921,884	ProgramServicesAmt
Management And General	$1,068,450	ManagementAndGeneralAmt
Fundraising	$4,434	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$654,653	TotalAmt
Program Services	$638,286	ProgramServicesAmt
Management And General	$15,712	ManagementAndGeneralAmt
Fundraising	$655	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,780,532	TotalAmt
Program Services	$7,867,357	ProgramServicesAmt
Management And General	$913,175	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$5,727,725	TotalAmt
Program Services	$5,132,042	ProgramServicesAmt
Management And General	$595,683	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$128,201	TotalAmt
Program Services	$128,201	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$53,552,231	TotalAmt
Program Services	$47,982,799	ProgramServicesAmt
Management And General	$5,515,880	ManagementAndGeneralAmt
Fundraising	$53,552	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$5,772,721	TotalAmt
Program Services	$5,764,653	ProgramServicesAmt
Management And General	$6,051	ManagementAndGeneralAmt
Fundraising	$2,017	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$5,162,857	TotalAmt
Program Services	$5,145,906	ProgramServicesAmt
Management And General	$12,713	ManagementAndGeneralAmt
Fundraising	$4,238	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$8,173,480	TotalAmt
Program Services	$6,538,784	ProgramServicesAmt
Management And General	$1,634,696	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$36,349,053	TotalAmt
Program Services	$27,641,501	ProgramServicesAmt
Management And General	$8,707,552	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$6,774,211	TotalAmt
Program Services	$6,768,171	ProgramServicesAmt
Management And General	$5,982	ManagementAndGeneralAmt
Fundraising	$58	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MEDICAL SUPPLIES	$56,207,212	$56,207,212
BAD DEBT	$37,091,585	$37,091,585
OTHER SUPPLIES	$3,288,767	$2,946,735	$338,743	$3,289
INCOME TAX	-$219,869		-$219,869

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,105,965,785	TotalAmt
Program Services	$1,081,490,276	ProgramServicesAmt
Management And General	$23,573,211	ManagementAndGeneralAmt
Fundraising	$902,298	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$10,121,066	BOYAmt
EOY	$98,029,776	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$53,320,855	BOYAmt
EOY	$49,571,170	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$227,440,842	BOYAmt
EOY	$164,581,226	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$918,988	BOYAmt
EOY	$868,472	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$1,732,771	BOYAmt
EOY	$1,468,321	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$6,748,346	BOYAmt
EOY	$6,634,378	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$859,986,053	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$517,765,990	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$356,217,566	BOYAmt
EOY	$342,220,063	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$4,070,000	BOYAmt
EOY	$5,330,000	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$553,758,257	BOYAmt
EOY	$544,845,602	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$10,961,009	BOYAmt
EOY	$7,069,488	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,555,278	BOYAmt
EOY	$1,555,278	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$208,801,953	BOYAmt
EOY	$412,189,222	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,435,646,931	BOYAmt
EOY	$1,634,362,996	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$488,024,471	BOYAmt
EOY	$539,160,447	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$78,761,109	BOYAmt
EOY	$75,549,538	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$146,573,528	BOYAmt
EOY	$140,970,711	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$48,748,455	BOYAmt
EOY	$50,531,286	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$7,449,528	BOYAmt
EOY	$7,449,528	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$101,922,336	BOYAmt
EOY	$266,434,931	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$871,479,427	BOYAmt
EOY	$1,080,096,441	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	$324,930,280	BOYAmt
EOY	$311,758,449	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$239,237,224	BOYAmt
EOY	$242,508,106	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$564,167,504	BOYAmt
EOY	$554,266,555	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,435,646,931	BOYAmt
EOY	$1,634,362,996	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$35,808,912	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$1,913,885	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$23,994,078	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$196,172,105	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$209,062,530	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$214,021,298	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$227,062,586	CurrentTaxYearMinus1YearAmt
Current Tax Year	$253,761,428	CurrentTaxYearAmt
Total	$1,100,079,947	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$196,172,105	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$209,062,530	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$214,021,298	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$227,062,586	CurrentTaxYearMinus1YearAmt
Current Tax Year	$253,761,428	CurrentTaxYearAmt
Total	$1,100,079,947	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$1,100,079,947	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$11,743,578	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$12,437,529	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$35,786,087	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$35,707,999	CurrentTaxYearMinus1YearAmt
Current Tax Year	$34,702,463	CurrentTaxYearAmt
Total	$130,377,656	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$790,182	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,772,660	CurrentTaxYearMinus3YearsAmt
Current Tax Year	$236,203	CurrentTaxYearAmt
Total	$2,799,045	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$220,917	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$140,763	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$289,480	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$445,070	CurrentTaxYearMinus1YearAmt
Current Tax Year	$261,443	CurrentTaxYearAmt
Total	$1,357,673	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$1,234,614,321	TotalSupportAmt
Gross Receipts Rltd Activities	$3,731,065,841	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.89100	PublicSupportCY170Pct
Public Support PY170	0.90330	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	OTHER INCOME - 2015 AMOUNT: $ 220,917. 2016 AMOUNT: $ 140,763. 2017 AMOUNT: $ 289,480. 2018 AMOUNT: $ 445,070. 2019 AMOUNT: $ 261,443.	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 C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$292,788	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	0	OtherActivitiesInd
Total Lobbying Expenditures	$292,788	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	SUPPORT OF THE MEDICAL CENTER'S OFFICE OF GOVERNMENT RELATIONS, AND PRORATA PORTION OF DUES PAID TO STATE AND LOCAL 501(C)(6) ORGANIZATIONS THAT REPRESENTS LOBBYING ON BEHALF OF ITS MEMBERS. THE ORGANIZATION HAS A GOVERNMENT RELATIONS OFFICE. EMPLOYEES OF THE FILING ORGANIZATION (AND RELATED ORGANIZATION) IN THAT OFFICE WILL SOMETIMES MAKE DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY. THE GOVERNMENT RELATIONS OFFICE WAS ACTIVELY INVOLVED WITH SEVERAL FEDERAL AND STATE ISSUES DURING THE YEAR, INCLUDING COVID-19 RELIEF BILLS, ENDOWMENT TAX, UNRELATED BUSINESS INCOME, AND OTHER PROVISIONS IN THE TAX CUTS AND JOBS ACT. THE OFFICE ASSISTED IN DEVELOPING POLITICAL ADVOCACY STRATEGIES REGARDING CENTER FOR MEDICARE AND MEDICAID (CMS) PROPOSED MEDICAID FISCAL ACCOUNTABILITY REGULATION (MFAR); CMS PROPOSED/FINAL RULE ON HOSPITAL PRICING TRANSPARENCY; PRESIDENT TRUMP'S FY21 BUDGET REQUEST INCLUDING MEDICARE AND MEDICAID REDUCTIONS, INCLUDING CUTS TO THE MEDICAID DISPROPORTIONATE SHARE PROGRAM; SURPRISE BILLING; DRUG PRICING; PROPOSED 340B PROGRAM CHANGES; PROPOSED CHANGES TO THE USE OF NON-HUMAN PRIMATE MODELS IN BIOMEDICAL RESEARCH; FY21 APPROPRIATIONS, INCLUDING LABOR/HEALTH AND HUMAN SERVICES (HHS) BILL, FUNDING FOR THE NATIONAL INSTITUTES OF HEALTH (NIH), AND ADDITIONAL FUNDING FOR GRADUATE MEDICAL EDUCATION RESIDENCY SLOTS. THE OFFICE ALSO WORKED ON VARIOUS APPROPRIATIONS BILLS RELATED TO RESEARCH, THE PRIMARY FOCUS ON RESEARCH FUNDING FOR THE WAKE FOREST INSTITUTE FOR REGENERATIVE MEDICINE. THE GOVERNMENT RELATIONS OFFICE PARTICIPATED IN NUMEROUS CONFERENCE CALLS, WEB-EX MEETINGS AND ONE-ON-ONE CALLS WITH CONGRESSIONAL MEMBERS AND STAFFERS AT THE FEDERAL AND STATE LEVEL TO FACILITATE FUNDING FOR THE CHALLENGES FACED DUE TO THE COVID-19 PANDEMIC IN HIGHER EDUCATION, RESULTING IN FOUR COVID-19 PANDEMIC RELIEF BILLS. THE FOUR COVID-19 PANDEMIC RELIEF BILLS PROVIDED FUNDING FOR MEDICAL SUPPLIES, VACCINE DEVELOPMENT, DIAGNOSTIC TESTING, AND MORE. THE RELIEF BILLS ALSO WAIVED MEDICARE RESTRICTIONS AND REQUIREMENTS FOR TELEHEALTH, INCREASED FEDERAL FMAP FUNDING BY 6.2%, AND PROVIDED $150B TO HOSPITALS FOR THE PROVIDER RELIEF FUND, AND OTHER EXPENSE PROVISIONS. AT THE STATE LEVEL, THE OFFICE CONTINUED TO WORK ON VARIOUS BILLS AND BUDGET LANGUAGE, WHICH WERE INTRODUCED TO SEVERELY ALTER THE CURRENT CERTIFICATE OF NEED LAW AND CHANGE THE STATE HEALTH PLAN TO A REFERENCE-BASED PRICING BENEFIT DESIGN PLAN. GOVERNOR ROY COOPER VETOED THE FY19-20 BUDGET WHICH CONTAINED $15 MILLION FOR FUNDING OF AN AUTOPSY FACILITY AT OUR INSTITUTION. IN MAY 2020, GOVERNOR ROY COOPER SIGNED HB 1034 WHICH APPROPRIATED $1.6B FROM THE FEDERAL GOVERNMENT TO COMBAT THE COVID-19 PANDEMIC. OUR OFFICE LOBBIED THE GENERAL ASSEMBLY AND RECEIVED A $3M GRANT FROM THE TEACHING HOSPITALS RELIEF FUND TO OFFSET EXPENSES INCURRED FOR PROVIDING CARE DURING THE PANDEMIC. THE MEDICAL CENTER ALSO RECEIVED A $20M GRANT TO PROVIDE POLICY MAKERS WITH REAL-TIME COVID-19 SURVEILLANCE, PREVALENCE, HOSPITALIZATION AND FACILITY DATA.	ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$506,961,544	BeginningYearBalanceAmt
Contributions	$12,381,262	ContributionsAmt
Investment Earnings Or Losses	$5,123,015	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$23,311,593	GrantsOrScholarshipsAmt
End Year Balance	$501,154,228	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$505,143,113	BeginningYearBalanceAmt
Contributions	$4,444,120	ContributionsAmt
Investment Earnings Or Losses	$19,556,385	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$22,182,074	GrantsOrScholarshipsAmt
End Year Balance	$506,961,544	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$485,586,506	BeginningYearBalanceAmt
Contributions	$17,992,056	ContributionsAmt
Investment Earnings Or Losses	$23,859,294	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$22,294,743	GrantsOrScholarshipsAmt
End Year Balance	$505,143,113	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$454,890,306	BeginningYearBalanceAmt
Contributions	$18,965,580	ContributionsAmt
Investment Earnings Or Losses	$31,457,259	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$19,726,639	GrantsOrScholarshipsAmt
End Year Balance	$485,586,506	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$454,412,242	BeginningYearBalanceAmt
Contributions	$21,183,187	ContributionsAmt
Investment Earnings Or Losses	-$1,149,360	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$19,555,763	GrantsOrScholarshipsAmt
End Year Balance	$454,890,306	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.58220	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.32870	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.08910	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (1)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (1)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$53,965,404	OtherCostOrOtherBasisAmt
Book Value	$53,965,404	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$419,611,616	OtherCostOrOtherBasisAmt
Depreciation	$297,757,513	DepreciationAmt
Book Value	$121,854,103	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$30,999,520	OtherCostOrOtherBasisAmt
Depreciation	$16,017,616	DepreciationAmt
Book Value	$14,981,904	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$271,321,966	OtherCostOrOtherBasisAmt
Depreciation	$180,598,318	DepreciationAmt
Book Value	$90,723,648	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$84,087,547	OtherCostOrOtherBasisAmt
Depreciation	$23,392,543	DepreciationAmt
Book Value	$60,695,004	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$342,220,063	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
ENDOWMENT INVESTMENTS	$534,263,264	F
INV IN PARTNERSHIPS	$6,056,791	F
INVESTMENT IN ANNUITIES & LIFE INS CONTRACTS	$4,525,547	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$544,845,602	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDesc	Book ValueBookValueAmt
OTHER INVESTMENTS	$8,666,544
INVESTMENT IN SUBS	$138,886,876
BENEFICIAL INTEREST IN PERPETUAL TRUSTS	$17,191,475
FUNDS HELD UNDER RETIREMENT & BENEFIT PLANS	$75,151,635
OPERATING LEASES (LESS ACCUM DEPREC)	$172,292,692

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$412,189,222	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
PLI RESERVE	$44,613,068
BOND SWAP VALUATION	$5,349,337
OTHER LIABILITIES & DEFERRALS	$11,622,101
ANNUITIES PAYABLE	$2,484,959
RETIREMENT	$26,162,339
OPERATING LEASE PAYABLE	$176,203,127

Field	Value	IRS element (for citing)
Total Liability	$266,434,931	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4:	THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO SUPPORT SCHOLARSHIPS, INSTRUCTION, RESEARCH, LIBRARIES, AND OTHER ACADEMIC/OPERATIONAL/GENERAL EXPENDITURES.
PART X, LINE 2:	THE ORGANIZATION HAS EVALUATED UNCERTAIN TAX POSITIONS FOR ITS FISCAL YEARS ENDED JUNE 30, 2020 AND 2019, INCLUDING A QUANTIFICATION OF TAX RISK IN AREAS SUCH AS UNRELATED BUSINESS TAXABLE INCOME AND THE TAXATION OF ITS JOINT VENTURES. THIS EVALUATION DID NOT HAVE A MATERIAL EFFECT ON THE ORGANIZATION'S FINANCIAL STATEMENTS FOR THE YEARS ENDED JUNE 30, 2020 AND 2019. .

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE E, PART I, LINE 3

SEE PART II THE ORGANIZATION'S NONDISCRIMINATION POLICY IS PUBLISHED ON THE INTERNET AND IN ITS STUDENT HANDBOOK FOR THE SCHOOL OF MEDICINE'S MD PROGRAM, PA STUDIES, CRNA PROGRAM, DOCTOR OF NURSING PROGRAM, AND GRADUATE SCHOOL, IN ADMISSION BROCHURES AND OTHER MEDIA MATERIALS. SEE HTTPS://SCHOOL.WAKEHEALTH.EDU/SEARCH?Q=STUDENT+HANDBOOK; HTTPS://SCHOOL.WAKEHEALTH.EDU/EDUCATION-AND-TRAINING/STUDENT-AFFAIRS/TITLE- IX; AND HTTPS://SCHOOL.WAKEHEALTH.EDU/EDUCATION-AND-TRAINING/STUDENT-AFFAIRS/DIVERS ITY-AND-INCLUSION

SCHEDULE E, PART I, LINE 6

THE ORGANIZATION RECEIVES FEDERAL FINANCIAL AID THROUGH THE U.S. DEPARTMENT OF EDUCATION'S FEDERAL DIRECT LOAN PROGRAM. WFUHS DISTRIBUTED THE FEDERAL LOANS TO 621 STUDENTS IN FISCAL YEAR 2020.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	0	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND & GREENLAND)	0	0	PROGRAM SERVICES	SUBCONTRACT FOR RESEARCH GRANTS	$580,000
NORTH AMERICA	0	0	PROGRAM SERVICES	SUBCONTRACT FOR RESEARCH GRANTS	$40,140

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$620,140	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$620,140	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (6 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
EUROPE (INCLUDING ICELAND & GREENLAND)	SUB-CONTRACTOR: DEVELOPMENT OF RESORBABLE CALCIUM PHOSPHATE CEMENT	$248,295	CHECK
EUROPE (INCLUDING ICELAND & GREENLAND)	SUB-CONTRACT: EARLY LIFE FACTORS, GENE-ENVIRONMENT INTERACTION AND EOSINOPHILIC ESOPHAGITIS	$80,015	CHECK
EUROPE (INCLUDING ICELAND & GREENLAND)	METABOLOMIC SIGNATURES OF CAD ASSOC. GENOTYPES	$27,076	CHECK
EUROPE (INCLUDING ICELAND & GREENLAND)	SELECT & MODIFY STATISTICAL METHODS & ALGORITHMS & TEST, VALIDATE & PRODUCE RELATED SOFTWARE	$187,957	CHECK
EUROPE (INCLUDING ICELAND & GREENLAND)	RESEARCH SYSTEMS GENETICS OF ADIPOSITY TRAITS IN OUTBRED RATS	$36,657	CHECK
NORTH AMERICA	SUB-CONTRACT: MOLECULAR CROSS-TALK: BONE METASTATIC PROSTATE CANCER AND NOCICEPTIVE NEURONS	$40,140	CHECK

Field	Value	IRS element (for citing)
Total Other Org	6	TotalOtherOrgCnt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	Yes (1)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART III ACCOUNTING METHOD:	FormAndLineReferenceDesc

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
EXCALIBUR ENTERPRISES LLC
4820 BETHANIA STATION RD 101	WINSTON SALEM	NC	27105	DIRECT MAIL SOLICITATION AND MARKETING	0	$0	$18,607	-$18,607
IBM CORPORATION
1 NEW ORCHARD ROAD	ARMONK	NY	10504	CAMPAIGN COMMUNICATIONS CONSULTING	0	$0	$7,293	-$7,293
WEALTH ENGINE INC
4340 EAST WEST HIGHWAY STE 900	BETHESDA	MD	20814	DONOR OUTREACH CONSULTING	0	$0	$30,110	-$30,110
CASSELS CAYWOOD LOVE INC
300 S LIBERTY STREET	WINSTON SALEM	NC	27101	SOLICITATION/MARKETING MATERIALS PRODUCTION	0	$0	$7,937	-$7,937

Field	Value	IRS element (for citing)
Total Retained By Contractors	$63,947	TotalRetainedByContractorsAmt
Total Net To Organization	-$63,947	TotalNetToOrganizationAmt
Licensed States	AL	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	AZ	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DE	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	ID	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	IN	LicensedStatesCd
Licensed States	IA	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	MT	LicensedStatesCd
Licensed States	NE	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	SD	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	TX	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	WI	LicensedStatesCd
Licensed States	WY	LicensedStatesCd
Licensed States	DC	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	WINTERLARK	Event1Nm
Gross Receipts Event1	$516,764	GrossReceiptsEvent1Amt
Charitable Contri Event1	$459,713	CharitableContriEvent1Amt
Gross Revenue Event1	$57,051	GrossRevenueEvent1Amt
Cash Prizes Event1	$1,990	CashPrizesEvent1Amt
Non Cash Prizes Event1	$8,350	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$98,325	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$46,433	FoodAndBeverageEvent1Amt
Entertainment Event1	$3,664	EntertainmentEvent1Amt
Other Direct Expenses Event1	$15,278	OtherDirectExpensesEvent1Amt
Event2	BCH CHEERS	Event2Nm
Gross Receipts Event2	$178,718	GrossReceiptsEvent2Amt
Charitable Contri Event2	$158,682	CharitableContriEvent2Amt
Gross Revenue Event2	$20,036	GrossRevenueEvent2Amt
Non Cash Prizes Event2	$1,700	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$9,842	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$5,400	FoodAndBeverageEvent2Amt
Entertainment Event2	$3,720	EntertainmentEvent2Amt
Other Direct Expenses Event2	$8,031	OtherDirectExpensesEvent2Amt
Other Events Total	6	OtherEventsTotalCnt
Gross Receipts Other Events	$242,878	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$223,267	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$19,611	GrossRevenueOtherEventsAmt
Cash Prizes Other Events	$640	CashPrizesOtherEventsAmt
Non Cash Prizes Other Events	$3,503	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$6,804	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$13,289	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$500	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$12,792	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$938,360	GrossReceiptsTotalAmt
Charitable Contributions Tot	$841,662	CharitableContributionsTotAmt
Gross Revenue Total Events	$96,698	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$2,630	CashPrizesTotalEventsAmt
Non Cash Prizes Total Events	$13,553	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$114,971	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$65,122	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$7,884	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$36,101	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$240,261	DirectExpenseSummaryEventsAmt
Net Income Summary	-$143,563	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE G, PART I, LINE 2B, COLUMN (V)	FormAndLineReferenceDesc
Explanation	PURSUANT TO THE MEDICAL CENTER INTEGRATION AGREEMENT, MANAGEMENT OF WAKE FOREST UNIVERSITY HEALTH SCIENCES AND NORTH CAROLINA BAPTIST HOSPITAL WAS DELEGATED TO WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER. WHILE THE PROFESSIONAL FUNDRAISING PAYMENTS ARE MADE BY WAKE FOREST UNIVERSITY HEALTH SCIENCES, THE PROFESSIONAL FUNDRAISING CONTRACTS ARE BETWEEN WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER AND THE PROFESSIONAL FUNDRAISER.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (12 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
DON'T EVER GIVE UP
14600 WESTON PARKWAY	CARY	NC	27513	475304184	501(C)(3)	$25,000	CANCER RESEARCH SUPPORT
ALZHEIMER'S ASSOCIATION
4600 PARK ROAD SUITE 250	CHARLOTTE	NC	28209	133039601	501(C)(3)	$5,000	ALZHEIMERS RESEARCH SUPPORT
DREXEL UNIVERSITY
3141 CHESTNUT STREET	PHILADELPHIA	PA	19104	231352630	501(C)(3)	$25,000	EXECUTIVE LEADERSHIP ACADEMIC MEDICINE
GREENSBORO AREA CHAMBER OF COMMERCE INC
111 W FEBRUARY 1 PL	GREENSBORO	NC	27401	560245040	501(C)(6)	$9,000	COMMUNITY SUPPORT
HUGH CHATHAM MEMORIAL HOSPITAL FOUNDATION
180 PARKWOOD DR	ELKIN	NC	28621	562049537	501(C)(3)	$6,000	COMMUNITY SUPPORT
NORTH CAROLINA PHYSICIANS HEALTH PROGRAM
220 HORIZON DRIVE STE 201	RALEIGH	NC	27615	561846599	501(C)(3)	$12,500	SUPPORT EMOTIONAL WELLBEING OF MEDICAL PROFESSIONALS
NORTH CAROLINA BAPTIST HOSPITAL
MEDICAL CENTER BOULEVARD	WINSTONSALEM	NC	27157	560552787	501(C)(3)	$357,000	CARE & CURE FUND
PEDIATRIC TRAUMA SOCIETY INC
500 CUMMINGS CTR STE 4400	BEVERLY	MA	01915	453143109	501(C)(3)	$20,000	SUPPORT IMPROVED OUTCOMES FOR INJURED CHILDREN
UROLOGY CARE FOUNDATION
1000 CORPORATE BLVD	LINTHICUM	MD	21090	203210212	501(C)(3)	$5,000	UROLOGIC CARE FOR INDIGENT PATIENTS
VICTORY JUNCTION GANG CAMP INC
4500 ADAMS WAY	RANDLEMAN	NC	27317	562215292	501(C)(3)	$20,000	SUPPORT CAMP FOR MEDICALLY CHALLENGED CHILDREN
WINSTON-SALEM BUSINESS INC
1080 W 4TH ST	WINSTONSALEM	NC	27101	510436665	501(C)(3)	$11,000	COMMUNITY SUPPORT
YOUNG MENS CHRISTIAN ASSOCIATION OF NORTHWEST NORTH CAROLINA
301 N MAIN STREET SUITE 1900	WINSTONSALEM	NC	27101	560530015	501(C)(3)	$6,016	COMMUNITY SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	11	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
SCHOLARSHIPS AND FELLOWSHIPS	1351	$21,911,412
ASSISTANCE TO PATIENTS - TRANSPORTATION	100	$654
ASSISTANCE TO STUDENTS - BRING YOUR OWN DEVICE PROGRAM	102	$122,400

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 2:	THE ORGANIZATION FOLLOWS THE MEDICAL CENTER'S CORPORATE POLICY IN REVIEWING THE ELIGIBILITY AND SELECTION OF GRANTEES RECEIVING CERTAIN EXEMPT PURPOSE FUNDS. THE ORGANIZATION MAINTAINS DOCUMENTATION OF THE ELIGIBILITY AND SELECTION CRITERIA AND RECORDS OF THE AMOUNTS DISBURSED.
SCHEDULE I, PART III, GRANTS & OTHER ASSISTANCE TO DOMESTIC INDIVIDUALS	THE ORGANIZATION MONITORS THE ACADEMIC PROGRESS AND OTHER ACHIEVEMENTS OF STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 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
JULIE ANN FREISCHLAG MD
DIRECTOR, CEO & DEAN	$1,378,992	$0	$663,750	$0	$17,424	$0	$422,591	$0	$27,520	$0	$2,510,277	$0	$0	$0
NATHAN O HATCH PHD
DIRECTOR & PRESIDENT - WFU	$0	$930,761	$0	$370,436	$0	$364,630	$0	$277,477	$0	$75,384	$0	$2,018,688	$0	$272,728
RUSSELL M HOWERTON MD
EVP, HEALTH SYS AFFAIRS	$531,714	$0	$168,000	$0	$641,942	$0	$133,213	$0	$29,864	$0	$1,504,733	$0	$601,758	$0
EDWARD H KINCAID MD
DEPARTMENT CHAIR	$1,414,367	$0	$0	$0	$20,932	$0	$21,213	$0	$26,282	$0	$1,482,794	$0	$0	$0
ANTHONY ATALA MD
DEPARTMENT CHAIR	$805,098	$0	$0	$0	$270,899	$0	$303,842	$0	$30,304	$0	$1,410,143	$0	$246,355	$0
KEVIN P HIGH MD
PRESIDENT, HEALTH SYSTEM	$755,682	$0	$292,005	$0	$22,870	$0	$237,226	$0	$21,070	$0	$1,328,853	$0	$0	$0
DAVID X ZHAO MD
DEPARTMENT CHAIR	$829,512	$0	$0	$0	$211,542	$0	$139,674	$0	$20,211	$0	$1,200,939	$0	$188,930	$0
BRADLEY A CLARK
EVP, CFO & TREASURER	$0	$675,958	$0	$270,235	$0	$900	$0	$209,458	$0	$27,994	$0	$1,184,545	$0	$0
CHARLES L BRANCH JR MD
DEPARTMENT CHAIR	$1,031,841	$0	$0	$0	$10,668	$0	$21,213	$0	$21,736	$0	$1,085,458	$0	$0	$0
TERRY G WILLIAMS
EVP, CH STRATEGY OFR	$0	$561,272	$0	$199,500	$0	$127,752	$0	$153,254	$0	$26,582	$0	$1,068,360	$0	$125,682
ROBERT J GFELLER JR
FORMER OFFICER (12-31-18)	$0	$6,878	$0	$0	$0	$896,148	$0	$435	$0	$1,410	$0	$904,871	$0	$395,434
J REID MORGAN
SECRETARY & GENERAL COUNSE	$0	$524,258	$0	$110,000	$0	$20,770	$0	$110,743	$0	$56,232	$0	$822,003	$0	$0
LILICIA P BAILEY
SVP & CH PEOPLE OFF	$0	$476,324	$0	$150,000	$0	$24,940	$0	$123,900	$0	$12,222	$0	$787,386	$0	$0
TERRY L HALES JR
ASSISTANT TREASURER	$426,114	$0	$135,000	$0	$71,205	$0	$111,555	$0	$27,214	$0	$771,088	$0	$69,183	$0
JOHN D MCCONNELL MD
FORMER OFFICER (4-26-17)	$656,678	$0	$13,462	$0	$49,988	$0	$21,213	$0	$22,126	$0	$763,467	$0	$0	$0
WILLIAM D SHOWALTER
SVP, CH INFO OFF	$0	$461,402	$0	$147,930	$0	$5,802	$0	$117,013	$0	$18,850	$0	$750,997	$0	$0
LISA M MARSHALL
VP, CH PHIL OFF	$371,902	$0	$0	$0	$5,665	$0	$90,527	$0	$14,652	$0	$482,746	$0	$0	$0
ERIC TOMLINSON DSC PHD
FORMER OFFICER (3-1-18)	$0	$0	$0	$0	$439,108	$0	$0	$0	$2,522	$0	$441,630	$0	$0	$0
KAREN H HUEY
VP FACILITIES	$0	$314,378	$0	$0	$0	$40,790	$0	$68,038	$0	$16,615	$0	$439,821	$0	$39,021
ANITA M CONRAD
ASSISTANT SECRETARY	$0	$188,843	$0	$6,000	$0	$396	$0	$19,200	$0	$20,437	$0	$234,876	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 3	THE GOVERNANCE AND COMPENSATION COMMITTEE OF THE WFUBMC BOARD OF DIRECTORS IS RESPONSIBLE FOR REVIEWING AND APPROVING ALL MEDICAL CENTER OFFICERS' COMPENSATION (INCLUDING THE COMPENSATION OF MOST OF THE OFFICERS OF THE FILING ORGANIZATION). THE COMMITTEE UTILIZES AN INDEPENDENT, EXTERNAL COMPENSATION CONSULTANT FIRM EXPERIENCED IN HEALTH CARE AND HIGHER EDUCATION COMPENSATION THAT BASES RECOMMENDATIONS ON COMPENSATION SURVEYS AND STUDIES TO DETERMINE THE APPROPRIATENESS OF EACH OFFICER'S COMPENSATION. THESE COMPENSATION CONSULTANTS PRESENT TOTAL COMPENSATION COMPARABILITY DATA FOR THE POSITIONS FOR WHICH COMPENSATION IS BEING DETERMINED. THE DATA IS REVIEWED BY THE GOVERNANCE AND COMPENSATION COMMITTEE OF WFUBMC'S GOVERNING BOARD AT ITS MEETING; NONE OF THE MEMBERS OF THAT COMMITTEE ARE EMPLOYEES OF THE FILING ORGANIZATION. MINUTES OF THE DELIBERATIONS OF THE COMMITTEE ARE CONTEMPORANEOUSLY RECORDED. IN THE EVENT THAT ANY MEMBER OF THE GOVERNANCE AND COMPENSATION COMMITTEE HAS A CONFLICT OF INTEREST, THAT COMMITTEE MEMBER DOES NOT PARTICIPATE IN THE DELIBERATION OR APPROVAL PROCESS, AND THEIR ABSTENTION FROM THE PROCESS IS REFLECTED IN THE MINUTES.
PART I, LINES 4A-B	CERTAIN EXECUTIVES PARTICIPATE IN A SUPPLEMENTAL NON QUALIFIED RETIREMENT PLANS (SERP) OR RECEIVE SEVERANCE PAYMENTS AND PAYMENTS FROM THEIR SERP. THE DETERMINATION OF THE AMOUNT OF THE NON QUALIFIED RETIREMENT PLANS FOLLOWED THE FILING ORGANIZATION'S COMPENSATION PROCEDURES AS OUTLINED IN PART VI, SECTION B, LINE 15 OF THE FORM 990. THE FOLLOWING CURRENT OR FORMER DIRECTORS, OFFICERS & HIGHLY COMPENSATED EMPLOYEES RECEIVED SEVERANCE AND SERP PAYMENTS IN THEIR CALENDAR YEAR 2019 COMPENSATION: SEVERANCE PAYMENTS: ERIC TOMLINSON, DSC, PHD $439,108 ROBERT J. GFELLER, JR. $500,001 SERP PAYMENTS: ANTHONY ATALA, MD $246,355 ROBERT J. GFELLER, JR. $396,147 TERRY L. HALES, JR. $69,183 RUSSELL M. HOWERTON, MD $617,002 KAREN H. HUEY $39,021 TERRY G. WILLIAMS $125,682 DAVID ZHAO, MD $188,930 J. REID MORGAN $82,743 THE COMPENSATION OF DR. NATHAN O. HATCH INCLUDES A PAYOUT OF $272,728 WHICH WAS INCLUDED IN HIS 2019 FORM W-2 AND IS INCLUDED IN COLUMN BIII OF SCHEDULE J, PART II. THIS AMOUNT IS ALSO SHOWN IN SCHEDULE J, PART II, COLUMN F AS THE AMOUNT PREVIOUSLY REPORTED ON PRIOR YEARS' FORMS 990. DR. HATCH PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN (SERP). SCHEDULE J, PART II, COLUMN C INCLUDES THE ACTUARIAL VALUE INCREASE OF $249,477. DR. HATCH'S COMPENSATION IS PAID BY WAKE FOREST UNIVERSITY, A RELATED ORGANIZATION.
PART I, LINE 7	CERTAIN OFFICERS, KEY EMPLOYEES AND FACULTY MEMBERS HAVE INCENTIVE COMPENSATION COMPONENTS CONTAINED IN THEIR EMPLOYMENT AGREEMENTS. THESE ARE OFTEN GOAL-BASED AND ARE DETERMINED IN THE COURSE OF EVALUATION OF THE INDIVIDUAL'S PERFORMANCE BY HIS/HER DEPARTMENT CHAIR, SUPERVISOR OR THE COMPENSATION COMMITTEE OF THE BOARD, AS APPLICABLE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
NORTH CAROLINA MEDICAL CARE COMMISSION
A	521309402	65821DNF4	2012-11-15	$129,019,661	REFUND ISSUE DTD 10/16/2008	0	0	0
NORTH CAROLINA MEDICAL CARE COMMISSION
B	521309402	65821DWH0	2019-03-07	$45,655,000	SEE PART VI	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$26,440,000	$129,019,661	$568	$129,019,093	Yes (1)	0	Yes (1)	Yes (1)
B		$46,053,368	$398,368	$45,655,000	0	Yes (1)	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	B	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedPropertyInd
Any Lease Arrangements	Yes (1)	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	Yes (1)	MgmtContractBondFincdPropInd
Engage Bond Counsel Contracts	Yes (1)	EngageBondCounselContractsInd
Any Research Agreements	0	AnyResearchAgreementsInd
Private Bus Use By Others	0.00200	PrivateBusUseByOthersPct
Private Bus Concerning UBI	0.00000	PrivateBusConcerningUBIPct
Total Private Business Use	0.00200	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	0	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	Yes (1)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	0	Yes (1)	0	0	0	0	0	Yes (1)
B	0	Yes (1)	0	0	Yes (1)	0	0	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, ROW B, COLUMN F:	THE PURPOSE OF THE ISSUE WAS TO REFUND A 2017 TAXABLE FINANCING WHICH WAS USED TO REFUND THE WFUHS 2012C ISSUE
PART I, ROW B, COLUMN E:	THE SERIES 2019 ISSUE WAS ISSUED AS ONE ISSUE FOR FEDERAL TAX PURPOSES IN THE AMOUNT OF $212,563,368. THE AMOUNT OF $46,053,368 IS THE PORTION OF THE ISSUE WAKE FOREST UNIVERSITY HEALTH SCIENCES IS RESPONSIBLE FOR. THE OTHER PORTIONS OF THE ISSUE ARE REPORTED ON SCHEDULE K OF FORM 990 FOR NORTH CAROLINA BAPTIST HOSPITAL ($73,819,143) AND WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ($92,690,857)
PART II, LINE 11 COLUMNS A & B:	THE OTHER SPENT PROCEEDS LISTED ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW
PART III, COLUMN A:	THE SERIES 2012B REFUNDED AN ISSUE DATED 10/16/2008, THE SOLE PURPOSE OF THE 2008 ISSUE WAS THE REFUNDING OF ISSUES DATED PRIOR TO 12/31/2002. ACCORDINGLY, THE ISSUE IS EXEMPT FROM COMPLETING PART III OF SCHEDULE K.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$795	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$18,450	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	38	ContributionCnt
Noncash Contributions Rpt F990	$606,220	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$1,920	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	EQUIPMENT	Desc
Contribution	6	ContributionCnt
Noncash Contributions Rpt F990	$35,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (1)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, COLUMN (B):	THE ORGANIZATION DETERMINES THE NUMBER OF CONTRIBUTIONS BY USING THE TOTAL NUMBER OF NON-CASH ITEMS RECEIVED PER DONOR BY OCCURRENCE.
PART I, LINE 32B:	THE FILING ORGANIZATION SOMETIMES USES A RELATED ORGANIZATION, WAKE FOREST UNIVERSITY DEVELOPMENT FOUNDATION, TO SELL GIFTS OF DONATED REAL PROPERTY.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 4, PROGRAM SERVICE ACCOMPLISHMENTS	WAKE FOREST UNIVERSITY HEALTH SCIENCES IS AN INTEGRAL PART OF WAKE FOREST BAPTIST HEALTH, A PREEMINENT ACADEMIC HEALTH SYSTEM OF THE HIGHEST QUALITY WITH BALANCED EXCELLENCE IN PATIENT CARE, RESEARCH, AND EDUCATION THAT PROMOTES BETTER HEALTH FOR ALL THROUGH COLLABORATION AND INNOVATION. THE FOLLOWING PARAGRAPHS ARE PROVIDED TO EXPLAIN THE RELATIONSHIP OF THE FILING ORGANIZATION WITH OTHER ORGANIZATIONS WHICH TOGETHER COMPRISE "WAKE FOREST BAPTIST HEALTH," THE NAME NOT OF ANY ONE CORPORATE ENTITY, BUT USED GENERICALLY TO DESCRIBE A LARGE GROUP OF MOSTLY TAX-EXEMPT 501(C)(3) ORGANIZATIONS PERFORMING VARIOUS ACADEMIC MEDICAL CENTER ACTIVITIES IN NORTHWEST NORTH CAROLINA, INCLUDING PATIENT CARE, MEDICAL RESEARCH, TECHNOLOGY TRANSFER AND MEDICAL EDUCATION. WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ("WFUBMC") IS A CORPORATION WHOSE TWO EQUAL MEMBERS ARE WAKE FOREST UNIVERSITY AND NORTH CAROLINA BAPTIST HOSPITAL (THEMSELVES NORTH CAROLINA NONPROFIT CORPORATIONS). WFUBMC IS THE OVERALL UMBRELLA OPERATING ENTITY AND AS SUCH OPERATES NCBH AND WAKE FOREST UNIVERSITY HEALTH SCIENCES (WHICH IN TURN OPERATES THE WAKE FOREST SCHOOL OF MEDICINE AND IS ALSO REFERRED TO AS "WFUHS") - WHICH ARE THE TWO PRINCIPAL OPERATING COMPONENTS OF WAKE FOREST BAPTIST HEALTH. BECAUSE THE VARIOUS ACTIVITIES DESCRIBED BELOW ARE NOT ALL PERFORMED BY EACH OF THESE ORGANIZATIONS, THE NARRATIVE THAT FOLLOWS WILL INCLUDE DESCRIPTIONS OF ACTIVITIES THAT ARE PERFORMED BY THE FILING ORGANIZATION AND BY A RELATED (OR UNRELATED BUT AFFILIATED) ORGANIZATION; THEY ARE AGAIN PROVIDED TO ILLUSTRATE A COMPLETE PICTURE OF THE FILING ORGANIZATION'S ROLE IN THIS INTEGRATED ACADEMIC MEDICAL CENTER'S COMPREHENSIVE ACTIVITIES. WFBH IS NORTHWEST NORTH CAROLINA'S SOLE ACADEMIC MEDICAL CENTER, BRINGING TO THE REGION THE RESOURCES OF ONE OF AMERICA'S TOP HOSPITALS AND INNOVATIVE RESEARCH CENTERS AND A PREMIER MEDICAL SCHOOL. WFBH OPERATES WAKE FOREST SCHOOL OF MEDICINE, WHICH HAS A FACULTY OF 1,356, INCLUDING PHYSICIANS AND BASIC SCIENTISTS. THE HEALTH SYSTEM HAS 1,535 ACUTE CARE AND REHABILITATION BEDS OPERATIVE ACROSS THE SYSTEM, WHICH ENCOMPASSES ITS MAIN CAMPUS (885 BEDS - AND AT TIMES IS REFERRED TO AS THE "MEDICAL CENTER"), WAKE FOREST BAPTIST HEALTH HIGH POINT MEDICAL CENTER (351 BEDS), WAKE FOREST BAPTIST HEALTH LEXINGTON MEDICAL CENTER (94 BEDS), WAKE FOREST BAPTIST HEALTH DAVIE MEDICAL CENTER (50 BEDS), WAKE FOREST BAPTIST HEALTH WILKES MEDICAL CENTER (130 BEDS) AND ALLEGHANY HEALTH (25 BEDS). OVERALL, WAKE FOREST BAPTIST HEALTH SERVES A 24-COUNTY REGION IN NORTHWESTERN NORTH CAROLINA AND SOUTHWESTERN VIRGINIA AND ALSO DRAWS PATIENTS FROM ACROSS THE NATION FOR SELECT SERVICES. WFBH IS THE DRIVING FORCE BEHIND THE ESTABLISHMENT OF WAKE FOREST INNOVATION QUARTER, A GROWING URBAN-BASED DISTRICT FOR RESEARCH, BUSINESS AND EDUCATION IN BIOMEDICAL SCIENCE, INFORMATION TECHNOLOGY, CLINICAL SERVICES AND ADVANCED MATERIALS LOCATED IN DOWNTOWN WINSTON-SALEM. HOME TO MORE THAN 90 COMPANIES, FIVE LEADING ACADEMIC INSTITUTIONS, MORE THAN 3,700 WORKERS AND MORE THAN 1,400 STUDENTS AND 8,000 WORKFORCE TRAINEE PARTICIPANTS, THE INNOVATION QUARTER CURRENTLY COMPRISES MORE THAN 2 MILLION SQUARE FEET OF OFFICE, LABORATORY AND EDUCATIONAL SPACE ON ITS MORE THAN 200 DEVELOPABLE ACRES. RESEARCH AWARDS RECEIVED BY WFUHS/WAKE FOREST SCHOOL OF MEDICINE DURING FISCAL 2020 TOTALED MORE THAN $274.8 MILLION, INCLUDING $223 MILLION FROM FEDERAL SOURCES (INCLUDING THE NATIONAL INSTITUTES OF HEALTH AND THE U.S. DEPARTMENT OF DEFENSE), $14 MILLION FROM INDUSTRY SOURCES AND $37.8 MILLION FROM STATE SOURCES. SIGNIFICANT RESEARCH GRANTS DURING THE PERIOD INCLUDED FUNDING FROM THE NATIONAL INSTITUTE ON AGING THAT IS EXPECTED TO TOTAL $90 MILLION OVER SEVEN YEARS FOR A MAJOR STUDY BY THE WAKE FOREST SCHOOL OF MEDICINE AND DUKE UNIVERSITY TO EXAMINE THE OVERALL BENEFITS AND RISKS OF CHOLESTEROL-LOWERING DRUGS KNOWN AS STATINS IN ADULTS AGE 75 OR OLDER WITHOUT CARDIOVASCULAR DISEASE; A SIX-YEAR, $25 MILLION AWARD FROM THE NATIONAL CANCER INSTITUTE'S COMMUNITY ONCOLOGY RESEARCH PROGRAM TO CONTINUE INNOVATIVE CANCER CARE RESEARCH AND BUILD ON WORK THAT BEGAN THROUGH AN $18 MILLION GRANT RECEIVED BY WFUHS IN 2014; A FIVE-YEAR, $25.4 MILLION GRANT AS THE SECOND PART OF A CLINICAL AND TRANSLATIONAL SCIENCE AWARD FROM THE NATIONAL INSTITUTES OF HEALTH TO CONTINUE EFFORTS TO QUICKLY TRANSLATE RESEARCH INTO BETTER CLINICAL CARE; AND A FIVE-YEAR, $24 MILLION PROGRAM OF FUNDING FROM THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES FOR THE WAKE FOREST INSTITUTE FOR REGENERATIVE MEDICINE (A DIVISION OF WFUHS) TO SUPPORT ITS LUNG-ON-A-CHIP TECHNOLOGY AS A MODEL TO DEVELOP CHEMICAL INJURY TREATMENTS. ADDITIONAL NOTABLE FUNDING AWARDS INCLUDED A $6 MILLION AWARD FROM THE NATIONAL CANCER INSTITUTE TO TEST THE EFFECTIVENESS OF A WEB-BASED PAIN MANAGEMENT PROGRAM; A $5.7 MILLION DIABETES RESEARCH CENTER GRANT FROM THE NATIONAL INSTITUTE OF DIABETES AND DIGESTIVE AND KIDNEY DISEASES TO THE SCHOOL OF MEDICINE, IN PARTNERSHIP WITH THE UNIVERSITY OF NORTH CAROLINA, DUKE UNIVERSITY AND N.C. A&T STATE UNIVERSITY TO ADVANCE DIABETES RESEARCH BY ENCOURAGING COLLABORATION AMONG INVESTIGATORS FROM RELEVANT DISCIPLINES; A FIVE-YEAR GRANT WORTH APPROXIMATELY $2.97 MILLION FROM THE NATIONAL INSTITUTE OF NURSING RESEARCH TO STUDY THE REASONS FOR ATTRITION IN PEDIATRIC WEIGHT-MANAGEMENT PROGRAMS AND DEVELOP BETTER WAYS TO PREDICT AND REDUCE DROPOUT RATES; A FIVE-YEAR GRANT WORTH APPROXIMATELY $2.53 MILLION FROM THE NATIONAL INSTITUTE ON AGING TO EVALUATE WHETHER A NOVEL BRAIN-IMAGING TECHNIQUE CAN IDENTIFY ALZHEIMER'S DISEASE IN ITS EARLY STAGES; AND A $1.6 MILLION GRANT FROM THE NATIONAL CANCER INSTITUTE TO ALLOW TESTING OF MPATH-CRC, AN IPAD APP THAT ALLOWS PATIENTS TO ORDER A COLON CANCER SCREENING TEST WHILE WAITING AT THE DOCTOR'S OFFICE BEFORE A ROUTINE PRIMARY CARE VISIT. DURING THE SECOND HALF OF FY20, WAKE FOREST BAPTIST HEALTH RESPONDED TO THE COVID-19 PANDEMIC. THE HEALTH SYSTEM INSTITUTED VISITOR RESTRICTIONS, DELAYED NON-ESSENTIAL SURGERIES, PROCEDURES AND APPOINTMENTS, AND RAPIDLY EXPANDED OPTIONS FOR PATIENT TELEHEALTH VISITS BY PHONE AND VIDEO. OTHER STEPS RELATED TO COVID-19 INCLUDED OPENING MORE THAN A DOZEN RESPIRATORY SYMPTOM CLINICS AT EXISTING FAMILY MEDICINE, PRIMARY AND URGENT CARE LOCATIONS THROUGHOUT THE HEALTH SYSTEM; ESTABLISHING A COVID-19 RESPONSE FUND TO GALVANIZE COMMUNITY SUPPORT FOR PATIENTS AND HEALTH CARE WORKERS; PARTICIPATING IN A MASK THE CITY INITIATIVE, A COMMUNITY-WIDE EFFORT TO PRODUCE AND DISTRIBUTE MASKS TO EVERYONE IN WINSTON-SALEM; AND LEADING A COMMUNITY-BASED RESEARCH STUDY OF THE NOVEL CORONAVIRUS WITH PARTNERS JAVARA INC. AND ORACLE. 1. CLINICAL SERVICES WAKE FOREST BAPTIST HEALTH IS NATIONALLY RECOGNIZED FOR CLINICAL EXCELLENCE AND INTERNATIONALLY KNOWN FOR PIONEERING RESEARCH AND CLINICAL INNOVATION. IT OFFERS EXPERTISE IN MORE THAN 100 AREAS OF MEDICINE, ENCOMPASSING COMPREHENSIVE PREVENTIVE AND HIGHLY SPECIALIZED CARE FOR ALL AGES. WFBH'S NETWORK INCLUDES THE 167-BED COMPREHENSIVE CANCER CENTER AND THE 144-BED BRENNER CHILDREN'S HOSPITAL, BOTH OF WHICH ARE ON THE MAIN CAMPUS IN WINSTON-SALEM, AS WELL AS COMMUNITY HOSPITALS IN DAVIDSON, DAVIE, GUILFORD AND WILKES COUNTIES. BRENNER CHILDREN'S ALSO INCLUDES THE DALE AND KAREN SISEL NEONATAL INTENSIVE CARE UNIT, WHICH OPENED IN JUNE 2019 WITH 51 ALL-PRIVATE ROOMS. ACROSS ITS SERVICE AREA OF NORTHWEST NORTH CAROLINA AND SOUTHWEST VIRGINIA, WAKE FOREST BAPTIST HEALTH STAFFS 16 EMERGENCY DEPARTMENTS, SIX OF WHICH (NORTH CAROLINA BAPTIST HOSPITAL ADULT, NORTH CAROLINA BAPTIST HOSPITAL PEDIATRIC, LEXINGTON MEDICAL CENTER, WILKES MEDICAL CENTER, DAVIE MEDICAL CENTER AND HIGH POINT MEDICAL CENTER) ARE OWNED BY WAKE FOREST BAPTIST HEALTH, AND THE OTHER 10 OF WHICH ARE WITHIN OTHER HEALTH SYSTEMS; SIX URGENT CARE CENTERS; 76 PRIMARY CARE CLINICS; 269 SPECIALTY CLINICS; AND 18 OUTPATIENT DIALYSIS CENTERS AND ONE FREE-STANDING DIALYSIS ACCESS CENTER. WAKE FOREST BAPTIST HEALTH EMPLOYS 2,755 PHYSICIANS, 4,892 REGISTERED NURSES, AND 918 RESIDENTS AND FELLOWS. IT HAS A TOTAL STAFF OF 17,070 ON THE MEDICAL CENTER CAMPUS IN WINSTON-SALEM AND 20,993 WITHIN THE WAKE FOREST BAPTIST HEALTH SYSTEM. OVERALL IN FISCAL 2020, WAKE FOREST BAPTIST HEALTH HAD 79,368 INPATIENT ADMISSIONS AND OBSERVATION PATIENTS, 218,453 EMERGENCY DEPARTMENT VISITS AND 2,182,647 CLINIC VISITS (AMBULATORY VISITS AND OUTPATIENT DEPARTMENTS).
PART III, LINE 4, PROGRAM SERVICE ACCOMPLISHMENTS	IN SEPTEMBER 2019, LEXINGTON MEDICAL CENTER OPENED AN EXPANDED, 26,500-SQUARE-FOOT SURGICAL FACILITY. THE $31.5 MILLION STATE-OF-THE-ART FACILITY INCLUDES FOUR FULLY-DIGITAL OPERATING ROOMS TO ACCOMMODATE VARIOUS PROCEDURES AND SPECIALTIES, INCLUDING EAR, NOSE AND THROAT; GYNECOLOGY; OPHTHALMOLOGY; ORTHOPAEDICS AND JOINT REPLACEMENTS; UROLOGY; AND GENERAL SURGERY. IT ALSO INCLUDES A 10-BAY POST-ANESTHESIA CARE UNIT FOR PATIENTS TO RECOVER FROM ANESTHESIA AFTER SURGERY, A UROLOGY PROCEDURE ROOM, A SPACIOUS WAITING AREA FOR FAMILIES AND PRIVATE CONSULTATION ROOMS FOR PHYSICIANS AND FAMILY MEMBERS. IN JANUARY 2020, BRENNER CHILDREN'S HOSPITAL AGAIN RECEIVED VERIFICATION AS A LEVEL I PEDIATRIC TRAUMA CENTER THE HIGHEST LEVEL POSSIBLE BY THE AMERICAN COLLEGE OF SURGEONS, MAINTAINING A VERIFICATION IT HAS HELD SINCE 2011 WHEN BRENNER BECAME THE FIRST LEVEL I PEDIATRIC TRAUMA CENTER IN THE STATE. NEW CLINICS THAT OPENED INCLUDED THE AREA'S FIRST CANCER SURVIVORSHIP CLINIC AT THE COMPREHENSIVE CANCER CENTER, A HIGH-RISK BREAST CANCER CLINIC AT HIGH POINT MEDICAL CENTER'S HAYWORTH CANCER CENTER AND A MOBILE HEALTH CLINIC TO BRING HEALTH CARE DIRECTLY TO UNDERSERVED NEIGHBORHOODS AND SCHOOLS IN FORSYTH COUNTY, IN PARTNERSHIP WITH THE SCHOOL HEALTH ALLIANCE OF FORSYTH COUNTY. 2. OUTREACH WAKE FOREST BAPTIST HEALTH CONTINUES A BROAD-BASED EFFORT TO REACH UNDERSERVED POPULATIONS ACROSS ITS SERVICE AREA. THE MEDICAL CENTER'S ANNUAL COMMUNITY BENEFITS REPORT REFLECTS THIS COMMITMENT. IN FISCAL 2020, THE MEDICAL CENTER PROVIDED $596 MILLION TO SUPPORT THESE AREAS: - CHARITY CARE - COMMUNITY HEALTH OUTREACH - EDUCATION AND RESEARCH - SUBSIDIZED HEALTH COSTS - UNREIMBURSED COSTS OF GOVERNMENT PROGRAMS ONE ANCHOR OF OUTREACH FOR THE MEDICAL CENTER IS ITS DOWNTOWN HEALTH PLAZA, A FULL-SERVICE, OUTPATIENT MEDICAL CLINIC THAT SERVES MANY OF FORSYTH COUNTY'S UNINSURED AND UNDERINSURED RESIDENTS WITH A STATE-OF-THE-ART MEDICAL HOME. IN ADDITION TO CLINICAL CARE, THE DOWNTOWN HEALTH PLAZA OFFERS COMMUNITY HEALTH FAIRS, DIABETES EDUCATION AND A CENTERING PREGNANCY PROGRAM THAT IS REDUCING THE INCIDENCE OF LOW BIRTH-WEIGHT BABIES. ALTOGETHER, 55,925 PATIENT VISITS WERE RECORDED AT THE DOWNTOWN HEALTH PLAZA IN FISCAL 2020, AND ANOTHER 9,647 VISITS WERE RECORDED AT WINSTON EAST PEDIATRICS, A NEARBY WAKE FOREST BAPTIST HEALTH CARE FACILITY SERVING THE UNINSURED AND UNDERINSURED. WAKE FOREST BAPTIST HEALTH'S PROGRAMS AND PARTNERSHIPS REFLECT INNOVATIVE EFFORTS TO REACH UNDERSERVED POPULATIONS. THEY INCLUDE: - REGULAR COMMUNITY-BASED HEALTH CLINICS, INCLUDING: THE WEEKLY DELIVERING EQUAL ACCESS TO CARE (DEAC) CLINIC; THE MONTHLY TRIAD FREE HEALTH CLINIC AT COMMUNITY MOSQUE IN WINSTON-SALEM; THE MONTHLY GRACE CLINIC AT NEW LIGHT MISSIONARY BAPTIST CHURCH IN WINSTON-SALEM; AND THE ANNUAL SHARE THE HEALTH FAIR AT THE DOWNTOWN HEALTH PLAZA IN WINSTON-SALEM. THESE CLINICS, SPONSORED BY PRIVATE ORGANIZATIONS AND CHURCHES WITH VOLUNTEER ASSISTANCE FROM WAKE FOREST BAPTIST PHYSICIANS, NURSES, MEDICAL STUDENTS AND OTHERS, ATTRACT THOUSANDS OF PEOPLE TO SCREENINGS FOR ACUTE AND CHRONIC CONDITIONS. - WAKE FOREST SCHOOL OF MEDICINE'S PHYSICIAN ASSISTANT (PA) PROGRAM, INCREASING THE NUMBER OF PAS WORKING IN PRIMARY CARE IN NORTH CAROLINA'S RURAL APPALACHIAN COUNTIES THROUGH ITS SECOND CAMPUS AT APPALACHIAN STATE UNIVERSITY IN BOONE. - FAITHHEALTHNC, AN INITIATIVE THAT CONNECTS THE CARING STRENGTHS OF CONGREGATIONS, THE CLINICAL EXPERTISE OF PROVIDERS AND A NETWORK OF COMMUNITY RESOURCES TO EASE THOSE ON THE JOURNEY TO HEALTH AND HEALING, STRENGTHENING COMMUNITIES IN THE PROCESS. ONE EXAMPLE OF THIS WORK IS A FAITHHEALTH PROGRAM IN WHICH WORKERS KNOWN AS SUPPORTERS OF HEALTH CONNECT PATIENTS WITH RESOURCES THEY NEED AFTER A HEALTH INCIDENT OR HOSPITALIZATION. THE GOAL IS TO HELP THESE PATIENTS AVOID READMISSION, IN PARTICULAR TO THE EMERGENCY DEPARTMENT. 3. EDUCATIONAL MISSION AND ACCOMPLISHMENTS THE CONSTITUENT ORGANIZATIONS OF WAKE FOREST BAPTIST HEALTH OPERATE A BROAD RANGE OF EDUCATIONAL PROGRAMS, GRADUATING SKILLED PRACTITIONERS. WFBH ATTRACTS SOME OF THE WORLD'S MOST COMPETITIVE MEDICAL STUDENTS, RESIDENTS AND FELLOWS, AS WELL AS STUDENTS IN CLINICAL PASTORAL CARE, NURSE ANESTHESIA AND OTHER AREAS. IN AUGUST 2019, WAKE FOREST SCHOOL OF MEDICINE WELCOMED THE LARGEST CLASS OF MD STUDENTS IN ITS HISTORY. IT INCLUDED 145 MD STUDENTS, WITH 74 WOMEN AND 71 MEN CHOSEN FROM 10,703 APPLICANTS. WAKE FOREST UNIVERSITY AND PEARSON ONLINE LEARNING SERVICES LAUNCHED TWO NEW MASTER'S GRADUATE DEGREE PROGRAMS, HEALTHCARE LEADERSHIP AND CLINICAL RESEARCH MANAGEMENT, TO BE OFFERED THROUGH THE SCHOOL OF MEDICINE. THE PROGRAMS FOCUS ON LEADERSHIP SKILLS THAT WILL ALLOW GRADUATES TO BE TRANSFORMATIONAL LEADERS FOR THE FUTURE OF HEALTH CARE AND CLINICAL RESEARCH. IN NATIONAL RANKINGS ISSUED BY U.S. NEWS & WORLD REPORT, WAKE FOREST SCHOOL OF MEDICINE'S PHYSICIAN ASSISTANT PROGRAM, WHICH CELEBRATED ITS 50TH ANNIVERSARY IN 2019, REMAINED NO. 7 AND THE NURSE ANESTHESIA PROGRAM REMAINED NO. 10. IN THE MOST RECENT REPORTING PERIOD, FISCAL 2019, WAKE FOREST BAPTIST HEALTH INVESTED $112.1 MILLION IN EDUCATION FOR TOMORROW'S HEALTH CARE AND BIOMEDICAL LEADERS AND IN RESEARCH FUNDING NOT COVERED BY OUTSIDE SOURCES. SUCH INVESTMENTS SUPPORT THE TRAINING OF HUNDREDS OF STUDENTS. IN FISCAL 2020, THOSE INCLUDED 580 MD STUDENTS, 918 PHYSICIAN RESIDENTS AND FELLOWS, 342 GRADUATE STUDENTS, 175 PHYSICIAN ASSISTANTS, 47 NURSE ANESTHESIA STUDENTS, 21 DOCTOR OF NURSING PRACTICE STUDENTS, 22 PASTORAL CARE CHAPLAIN RESIDENTS AND INTERNS, AND 58 STUDENTS IN THE VIRGINIA TECH WAKE FOREST UNIVERSITY SCHOOL OF BIOMEDICAL ENGINEERING AND SCIENCES. IN ADDITION, THE NORTHWEST AREA HEALTH EDUCATION CENTER, PART OF WAKE FOREST SCHOOL OF MEDICINE, OFFERED MORE THAN 2,100 CONTINUING PROFESSIONAL DEVELOPMENT ACTIVITIES FOR PRACTICING HEALTH CARE PROFESSIONALS THAT DREW 41,092 PARTICIPANTS FROM THROUGHOUT THE REGION.
FORM 990, PART VI, SECTION A, LINE 2	BRAD CLARK AND TERRY WILLIAMS, OFFICERS OF THE FILING ORGANIZATION, WERE BOARD MEMBERS OF MEDCOST BENEFIT SERVICES DURING FISCAL YEAR 2020. BRENDA K. CLINE, A DIRECTOR OF FILING ORGANIZATION, DISCLOSED A FAMILY RELATIONSHIP WITH ANOTHER DIRECTOR OF THE FILING ORGANIZATION - JANICE K. STORY - HER SISTER. GERALD ROACH AND JOHN VANN, DIRECTORS OF THE FILING ORGANIZATION, WERE ALSO BOTH DIRECTORS OF JAVARA, INC. DURING FISCAL YEAR 2020.
FORM 990, PART VI, SECTION A, LINE 3	EFFECTIVE JULY 1, 2010, THE GOVERNING BOARDS OF FOUR NORTH CAROLINA NONPROFIT CORPORATIONS (WAKE FOREST UNIVERSITY, NORTH CAROLINA BAPTIST HOSPITAL, WAKE FOREST UNIVERSITY HEALTH SCIENCES, AND WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER) ENTERED INTO AN AGREEMENT (THE "MEDICAL CENTER INTEGRATION AGREEMENT OR "MCIA") UNDER WHICH THE OPERATION OF EACH OF NORTH CAROLINA BAPTIST HOSPITAL ("NCBH") AND WAKE FOREST UNIVERSITY HEALTH SCIENCES ("WFUHS") WAS DELEGATED TO WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ("WFUBMC"). WFUHS IS A WHOLLY-CONTROLLED SUBSIDIARY ENTITY OF WAKE FOREST UNIVERSITY ("WFU"). WFUBMC IS A MEMBERSHIP NONPROFIT CORPORATION WHOSE TWO EQUAL MEMBERS ARE NCBH (WHICH ENTITY IS UNRELATED TO WFUHS AND WFU) AND WFU. THE GOAL IS CONSOLIDATION OF MANAGEMENT AND GOVERNANCE IN WFUBMC OF THE VARIOUS ACADEMIC MEDICAL CENTER OPERATIONS, SUBJECT TO SUBSTANTIAL MEMBER RESERVED POWERS IN EACH OF THE CONSTITUENT MEMBERS' (OR IN WFUHS') BOARDS. THE MCIA WAS AMENDED AND RESTATED ON JULY 1, 2015, JULY 1, 2017, JUNE 6, 2018 AND FEBRUARY 1, 2019.
FORM 990, PART VI, SECTION A, LINE 6	WAKE FOREST UNIVERSITY IS THE SOLE MEMBER OF THE FILING ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7A	THE DIRECTORS OF THE FILING ORGANIZATION ARE ELECTED BY THE BOARD OF TRUSTEES OF ITS SOLE MEMBER, WAKE FOREST UNIVERSITY.
FORM 990, PART VI, SECTION A, LINE 7B	DECISIONS OF THE FILING ORGANIZATION'S GOVERNING BODY WHICH REQUIRE APPROVAL BY THE ORGANIZATION'S SOLE MEMBER, WAKE FOREST UNIVERSITY, INCLUDE AMENDMENTS TO CERTAIN FUNDAMENTAL DOCUMENTS (ARTICLES OF INCORPORATION AND BYLAWS); ACADEMIC APPOINTMENT OF FACULTY, GRANT OF TENURE AND DISMISSAL; AND DISSOLUTION. THE DISPOSITION OF CERTAIN REAL PROPERTY OF THE FILING ORGANIZATION IS SUBJECT TO THE APPROVAL OF THE CHAIR AND VICE CHAIR OF THE BOARD OF WFUBMC.
FORM 990, PART VI, SECTION B, LINE 11B	THE FILING ORGANIZATION'S BOARD OF DIRECTORS RECEIVES A COPY OF THE FORM 990 WITH SUFFICIENT TIME TO PERMIT REVIEW, COMMENT, AND QUESTIONS PRIOR TO ITS FILING. THE AUDIT AND COMPLIANCE COMMITTEE OF THE GOVERNING BOARD OF THE FILING ORGANIZATION REVIEWS IN ADDITIONAL DETAIL THE FILING ORGANIZATION'S FORM 990 WITH THE ORGANIZATION'S CHIEF FINANCIAL OFFICER AND/OR HIS DESIGNEE, WHO ANSWER QUESTIONS AND ADDRESS CONCERNS RAISED BY SUCH COMMITTEE MEMBERS OR BY OTHER FILING ORGANIZATION DIRECTORS. IF MODIFICATIONS ARE REQUIRED FOLLOWING SUCH REVIEW AND COMMENT, THE REVISED FORM 990 IS REDISTRIBUTED TO ALL DIRECTORS PRIOR TO ITS FILING WITH THE IRS, ALONG WITH A REPORT NOTING THE MODIFICATIONS.
FORM 990, PART VI, SECTION B, LINE 12C	THE ORGANIZATION REQUIRES OFFICERS AND KEY EMPLOYEES TO ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND DETERMINE ANY POTENTIAL CONFLICTS OF INTEREST. ANY POTENTIAL CONFLICTS NOTED IN THE QUESTIONNAIRE ARE REVIEWED BY A STANDING COMMITTEE FOR APPROPRIATE RESOLUTION. ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DETERMINE AND REPORT ANNUALLY, AND AS THEY ARISE, ANY POTENTIAL CONFLICTS OF INTEREST TO THE SECRETARY OF THE BOARD OF DIRECTORS. THE RESOLUTION OF POTENTIAL AND ACTUAL CONFLICTS IS SUBJECT TO THE APPROVAL OF THE CHAIR OF THE BOARD AND IS REPORTED TO THE CHAIR OF THE AUDIT & COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 15	THE GOVERNANCE AND COMPENSATION COMMITTEE OF WFUBMC FUNCTIONS AS THE COMPENSATION COMMITTEE OF THAT ORGANIZATION'S BOARD OF DIRECTORS AND PURSUANT TO A DELEGATION BY THE FILING ORGANIZATION, REVIEWS AND APPROVES THE APPOINTMENT AND COMPENSATION OF THE SENIOR EXECUTIVES OF THE FILING ORGANIZATION. NO MEMBER OF THE WFUBMC GOVERNANCE AND COMPENSATION COMMITTEE IS AN EMPLOYEE OF WFUBMC OR OF THE FILING ORGANIZATION. THE GOVERNANCE AND COMPENSATION COMMITTEE RELIES UPON AN EXTERNAL, INDEPENDENT COMPENSATION CONSULTANT EXPERIENCED IN HEALTHCARE TO PROVIDE THE COMMITTEE WITH COMPENSATION COMPARABILITY DATA FOR NEW EXECUTIVE POSITION APPOINTMENTS AND FOR COMPENSATION REVIEWS FOR EXISTING EXECUTIVES AND FOR MOST OF THE FILING ORGANIZATION'S OFFICERS. THE CONSULTANT, WHICH IS RETAINED DIRECTLY BY THE GOVERNANCE AND COMPENSATION COMMITTEE, PROVIDES THIRD-PARTY INFORMATION AND EVALUATES THE COMPETITIVENESS AND REASONABLENESS OF EXECUTIVE COMPENSATION AND BENEFITS PROGRAMS IN RELATION TO MARKET PRACTICES FOR SIMILARLY-SITUATED NONPROFIT HEALTHCARE ORGANIZATIONS. THE COMMITTEE MAKES ITS DECISIONS WITH RESPECT TO EXECUTIVE COMPENSATION IN ACCORDANCE WITH THE FILING ORGANIZATION'S POLICIES, IRS REGULATIONS, AND STANDARD CORPORATE GOVERNANCE PRACTICES. SUCH POLICIES INCLUDE ADHERENCE TO: BOARD-ESTABLISHED EXECUTIVE COMPENSATION PHILOSOPHY AND REVIEW PROCESSES; PROCESSES ENSURING GOVERNANCE AND COMPENSATION COMMITTEE MEMBER AND COMPENSATION CONSULTANT INDEPENDENCE; USE OF VALID MARKET COMPARISONS OF DATA FROM PEER ACADEMIC MEDICAL CENTERS OF SIMILAR ORGANIZATIONAL STRUCTURE, SIZE, AND COMPLEXITY; CAREFUL DOCUMENTATION OF ALL COMPENSATION DECISIONS; AND ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS, PER IRS GUIDELINES. MINUTES OF THE DELIBERATIONS OF THE GOVERNANCE AND COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY MAINTAINED AND THAT COMPARABILITY DATA IS MAINTAINED IN THE MEDICAL CENTER'S OFFICE OF EXECUTIVE COMPENSATION SERVICES. IN THE EVENT THAT A MEMBER OF THE GOVERNANCE AND COMPENSATION COMMITTEE HAS A CONFLICT OF INTEREST RELATED TO EXECUTIVE APPOINTMENT OR COMPENSATION, THAT MEMBER DOES NOT PARTICIPATE IN THE DELIBERATION OR APPROVAL OF APPOINTMENT OR COMPENSATION AND SUCH ABSTENTION IS NOTED IN THE COMMITTEE'S MEETING MINUTES. (NOTE THAT THREE OF THE FILING ORGANIZATION'S OFFICERS ARE COMPENSATED BY A RELATED ORGANIZATION (WAKE FOREST UNIVERSITY) OF THE FILING ORGANIZATION, AND THEIR COMPENSATION IS REVIEWED AND APPROVED IN ACCORDANCE WITH THE RELATED ORGANIZATION'S SIMILAR PROCEDURES.)
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON REQUEST AND ARE AVAILABLE ON THE WEBSITE OF THE NORTH CAROLINA SECRETARY OF STATE. THE ORGANIZATION'S BYLAWS ARE NOT PUBLISHED, BUT PROVISIONS FROM THE BYLAWS ARE INCLUDED AS NECESSARY IN THE ORGANIZATION'S POLICIES, AND ARE ATTACHED TO THE FORM 1023 FILED FOR THE ORGANIZATION WITH THE IRS, WHICH IS PUBLICLY AVAILABLE. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON REQUEST.
PART VII, SECTION A, COLUMN B - HOURS	DONALD E. FLOW FILING ORG 2.0 RELATED ORG 4.0 DONNA A. BOSWELL PHD FILING ORG 2.0 RELATED ORG 9.0 JAMES R. HELVEY III FILING ORG 2.0 JAMES J. MARINO FILING ORG 3.0 RELATED ORG 9.0 GERALD F. ROACH FILING ORG 2.0 RELATED ORG 15.0 CURTIS C. FARMER FILING ORG 2.0 RELATED ORG 5.6 MATTHEW A. KING FILING ORG 2.0 RELATED ORG 6.0 HERMAN E. EURE FILING ORG 2.0 RELATED ORG 6.0 NATHAN O. HATCH PHD FILING ORG 3.0 RELATED ORG 37.0 RICHARD A. BRENNER FILING ORG 2.0 ANN S. HANES FILING ORG 2.0 DONNA F. EDWARDS FILING ORG 2.0 RELATED ORG 5.0 BRENDA K. CLINE FILING ORG 2.0 MICHAEL F. MAHONEY FILING ORG 2.0 RELATED ORG 3.0 ADELAIDE A. SINK FILING ORG 2.0 RELATED ORG 4.0 ERIC C. WISEMAN FILING ORG 2.0 RELATED ORG 6.6 ERIC EUBANK FILING ORG 2.0 RELATED ORG 5.0 JOHN M. VANN FILING ORG 4.0 RELATED ORG 9.0 JANICE K. STORY FILING ORG 2.0 RELATED ORG 3.0 JULIE A. FREISCHLAG, M.D. FILING ORG 15.7 RELATED ORG 7.6 UNRELATED ORG 16.7 J. REID MORGAN FILING ORG 8.0 RELATED ORG 32.0 ANITA M. CONRAD FILING ORG 12.0 RELATED ORG 28.0 TERRY L. HALES JR. FILING ORG 35.2 RELATED ORG 4.8 KAREN H. HUEY FILING ORG 3.8 RELATED ORG 5.0 UNRELATED ORG 31.2 TERRY G. WILLIAMS FILING ORG 3.2 RELATED ORG 5.6 UNRELATED ORG 31.2 KEVIN P. HIGH, MD FILING ORG 3.0 RELATED ORG 5.5 UNRELATED ORG 31.5 BRADLEY A. CLARK FILING ORG 6.0 RELATED ORG 6.6 UNRELATED ORG 27.4 LILICIA P. BAILEY FILING ORG 0.4 RELATED ORG 5.0 UNRELATED ORG 34.6 WILLIAM D. SHOWALTER FILING ORG 5.0 RELATED ORG 5.0 UNRELATED ORG 30.0 LISA M. MARSHALL FILING ORG 10.5 RELATED ORG 20.0 UNRELATED ORG 9.5 ANTHONY ATALA, MD FILING ORG 39.5 RELATED ORG 0.5 EDWARD KINCAID, MD FILING ORG 40.0 DAVID ZHAO, MD FILING ORG 40.0 CHARLES BRANCH, JR., MD FILING ORG 38.0 UNRELATED ORG 2.0 JOHN D. MCCONNELL, MD FILING ORG 0.0 RELATED ORG 40.0 RUSSELL M. HOWERTON, MD FILING ORG 15.6 UNRELATED ORG 24.4 NORTH CAROLINA BAPTIST HOSPITAL IS AN ORGANIZATION UNRELATED TO THE FILING ORGANIZATION AND THE INFORMATION CONCERNING HOURS DEVOTED TO IT ARE NOT REQUIRED TO BE REPORTED, BUT THOSE HOURS ARE INCLUDED BECAUSE OF THE STRUCTURE OF WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER, OF WHICH THE FILING ORGANIZATION AND NORTH CAROLINA BAPTIST HOSPITAL ARE PRINCIPAL PARTS. IN GENERAL, THE CORPORATE OFFICERS OF THE MEDICAL CENTER ALSO SERVE AS THE CORPORATE OFFICERS OF NORTH CAROLINA BAPTIST HOSPITAL AND WAKE FOREST UNIVERSITY HEALTH SCIENCES.
FORM 990, PART XI, LINE 9:	EQUITY METHOD AFFILIATES 24,116,258. ACTUARIAL GAIN -122,180.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (8 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
BRF-A1A LLC
MEDICAL CENTER BLVD	WINSTON SALEM	NC	27157	203073357	REAL ESTATE HOLDING COMPANY	NC	$396,940	$2,935,766	WAKE FOREST UNIV HEALTH SCIENCES
WFIQ HOLDINGS LLC
MEDICAL CENTER BLVD	WINSTON SALEM	NC	27157	050549344	REAL ESTATE HOLDING COMPANY	NC	$3,052,647	$48,875,632	WAKE FOREST UNIV HEALTH SCIENCES
SEED STAGE ASSOCIATES LLC
200 EAST FIRST ST SUITE 101	WINSTON SALEM	NC	27101	651198831	TECHNOLOGY TRANSFER & LICENSING OF INTELLECTUAL PROPERTY	NC	$0	$0	WAKE FOREST UNIV HEALTH SCIENCES
BRF DECK 1 LLC
MEDICAL CENTER BLVD	WINSTON SALEM	NC	27157	861123819	REAL ESTATE HOLDING COMPANY	NC	$0	$0	WAKE FOREST UNIV HEALTH SCIENCES
BRF-A1 LLC
MEDICAL CENTER BLVD	WINSTON SALEM	NC	27157	861123822	REAL ESTATE HOLDING COMPANY	NC	$0	$327,435	WAKE FOREST UNIV HEALTH SCIENCES
WFIQ HOLDINGS II LLC
MEDICAL CENTER BLVD	WINSTON SALEM	NC	27157	271917927	REAL ESTATE HOLDING COMPANY	NC	$0	$0	WAKE FOREST UNIV HEALTH SCIENCES
WFIQ HOLDINGS III LLC
MEDICAL CENTER BLVD	WINSTON SALEM	NC	27157	271918085	REAL ESTATE HOLDING COMPANY	NC	$0	$2,200,279	WAKE FOREST UNIV HEALTH SCIENCES
PARK IMP 1 LLC
MEDICAL CENTER BLVD	WINSTON SALEM	NC	27157	272070963	REAL ESTATE HOLDING COMPANY	NC	$0	$0	WAKE FOREST UNIV HEALTH SCIENCES

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER
MEDICAL CENTER BLVD	WINSTON SALEM	NC	27157	510190238	FACILITATE THE CARRYING OUT OF THE FUNCTIONS AND PURPOSES OF WFUHS & NCBH	NC	501(C)(3)	LINE 12A, I	N/A	0
WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN
MEDICAL CENTER BLVD	WINSTON SALEM	NC	27157	900222618	HEALTHCARE	NC	501(C)(3)	LINE 12A, I		Yes (1)	WAKE FOREST UNIV HEALTH SCIENCES
WAKE FOREST EMERGENCY PROVIDERS
MEDICAL CENTER BLVD	WINSTON SALEM	NC	27157	561903275	HEALTHCARE	NC	501(C)(3)	LINE 3		Yes (1)	WAKE FOREST UNIV HEALTH SCIENCES
CHILDRESS INSTITUTE FOR PEDIATRIC TRAUMA
575 N PATTERSON STREET	WINSTON SALEM	NC	27101	463674691	HEALTHCARE RESEARCH	NC	501(C)(3)	LINE 7		Yes (1)	WAKE FOREST UNIV HEALTH SCIENCES
REGENMED DEVELOPMENT ORGANIZATION
MEDICAL CENTER BLVD	WINSTON SALEM	NC	27157	202710571	HEALTHCARE RESEARCH	NC	501(C)(3)	LINE 7		Yes (1)	WAKE FOREST UNIV HEALTH SCIENCES
WAKE FOREST UNIVERSITY DEVELOPMENT FOUNDATION
PO BOX 7201	WINSTON SALEM	NC	27109	562038194	MANAGEMENT/SALE OF CHARITABLE REAL PROPERTY GIFTS	NC	501(C)(3)	LINE 12A, I		0	WAKE FOREST UNIVERSITY
REYNOLDA HOUSE INC
POBOX 7287	WINSTON SALEM	NC	27109	560810676	MUSEUM OF AMERICAN ART	NC	501(C)(3)	LINE 7		0	WAKE FOREST UNIVERSITY
WAKE FOREST UNIVERSITY FOUNDATION
PO BOX 7201	WINSTON SALEM	NC	27109	562038193	REAL ESTATE HOLDING AND MANAGEMENT	NC	501(C)(3)	LINE 12A, I		0	WAKE FOREST UNIVERSITY
WAKE FOREST INNOVATION QUARTER MANAGEMENT CO
MEDICAL CENTER BLVD	WINSTON SALEM	NC	27157	061818498	RESEARCH PARK DEVELOPMENT	NC	501(C)(3)	LINE 12A, I		Yes (1)	WAKE FOREST UNIV HEALTH SCIENCES
WAKE FOREST INNOVATION QUARTER DEVELOPMENT CO
MEDICAL CENTER BLVD	WINSTON SALEM	NC	27157	562094067	RESEARCH PARK DEVELOPMENT	NC	501(C)(6)			Yes (1)	WAKE FOREST UNIV HEALTH SCIENCES
WAKE FOREST INNOVATION QUARTER CDC
MEDICAL CENTER BLVD	WINSTON SALEM	NC	27157	200177581	RESEARCH PARK DEVELOPMENT	NC	501(C)(3)	LINE 12A, I		Yes (1)	WAKE FOREST UNIV HEALTH SCIENCES
MEDICAL FOUNDATION OF WFUHS & NCBH
MEDICAL CENTER BLVD	WINSTON SALEM	NC	27157	566036688	SUPPORTING ORGANIZATION	NC	501(C)(3)	LINE 12A, I	N/A	0
WAKE FOREST UNIVERSITY
PO BOX 7201	WINSTON SALEM	NC	27109	560532138	UNIVERSITY	NC	501(C)(3)	LINE 2	N/A	0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	UBI Code VUBICodeVAmt	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct	Direct Controlling NADirectControllingNACd
VERGER FUND II LLC
751 W FOURTH STREET STE 410	WINSTON SALEM	NC	27101	352514227	INVESTMENT	NC	WAKE FOREST UNIVERSITY HEALTH SCIENCES	EXCLUDED	$28,817,697	$315,156,158	0	$847,264	0	0.64080
VERGER CAPITAL FUND LLC
751 W FOURTH STREET STE 410	WINSTON SALEM	NC	27101	464027021	INVESTMENT	NC									N/A
VERGER CAPITAL MANAGEMENT LLC
751 W FOURTH STREET STE 410	WINSTON SALEM	NC	27101	464037343	INVESTMENT	NC									N/A
WAKE FOREST TECHNOLOGY DEVELOPMENT PROGRAM LP
2520 MERIDIAN PARKWAY	DURHAM	NC	27713	475437596	INVESTMENT	NC	WAKE FOREST UNIVERSITY HEALTH SCIENCES	EXCLUDED	-$13,464	$3,186,284	0		0	0.99000
WAKE FOREST AMBULATORY VENTURES LLC
MEDICAL CENTER BLVD	WINSTON SALEM	NC	27157	820777206	HEALTHCARE	NC	WAKE FOREST UNIVERSITY HEALTH SCIENCES	EXCLUDED	$1,011,225	$4,801,143	0		0	0.80000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	EINEIN	Direct Controlling NADirectControllingNACd	Entity TypeEntityTypeTxt
CHARITABLE REMAINDER TRUSTS (2)
MEDICAL CENTER BLVD	WINSTON SALEM	NC	27157	INVESTMENT	NC	WAKE FOREST UNIVERSITY HEALTH SCIENCES	0
NORTH DISTRICT OWNERS ASSOCIATION
MEDICAL CENTER BLVD	WINSTON SALEM	NC	27157	PROPERTY OWNERS ASSOCIATION	NC		0	471128865	N/A	C

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (1)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN
N	$2,343,615	FMV
WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN
P	$22,479	COST
WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN
Q	$950,767	COST
WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN
S	$22,500,000	FMV
CHILDRESS INSTITUTE OF PEDIATRIC TRAUMA
Q	$1,032,096	COST