2021-05-14T08:34:40-05:00 2020-06-30 990 2019-07-01 223849199 WAKE FOREST UNIVERSITY HEALTH SCIENCES WAKE 3367164445 MEDICAL CENTER BLVD WINSTONSALEM NC 27157 BRADLEY A CLARK EVP-CFO 3367164445 2021-05-04 2019 2022-09-23 18:48:47Z JULIE ANN FREISCHLAG MD MEDICAL CENTER BLVD WINSTONSALEM NC 27157 1097824697 0 X WWW.WAKEHEALTH.EDU X 2001 NC IMPROVING THE HEALTH OF OUR REGION, STATE, AND NATION. 18 16 1437 1354 1548217 236253 227062586 253761428 794461601 807508964 22981320 4737256 3414027 4149225 1047919534 1070156873 57811252 55437425 0 0 755012997 768293364 53455 63947 902298 262942192 282171049 1075819896 1105965785 -27900362 -35808912 1435646931 1634362996 871479427 1080096441 564167504 554266555 X 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. 0 0 171983855 32845599 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). 794726698 557360 748156183 PATIENT CARE AND MEDICAL EXPENSES IN PROVIDING SERVICES TO 1,665,043 PATIENT ENCOUNTERS. 114779723 22034466 59370622 PROFESSIONAL EDUCATION: INSTRUCTION OF 2,143 MEDICAL, GRADUATE, PHYSICIAN ASSISTANT, CRNA, AND BIOMEDICAL ENGINEERING STUDENTS. SCHOLARSHIPS AND AID PROVIDED TO 1,351 STUDENTS. 1081490276 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 1 1 0 1 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 1425 0 1 1437 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 X 18 16 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 SC AL CO KY MD MA MI NH NY OH OK OR X ERIN KOEWING 3367164445 MEDICAL CENTER BLVD WINSTON SALEM NC 27157 X JULIE ANN FREISCHLAG MD DIRECTOR, CEO & DEAN 15.70 24.30 X X 2060166 0 450111 NATHAN O HATCH PHD DIRECTOR & PRESIDENT - WFU 3.00 37.00 X X 0 1665827 352861 RUSSELL M HOWERTON MD EVP, HEALTH SYS AFFAIRS 15.60 24.40 X 1341656 0 163077 EDWARD H KINCAID MD DEPARTMENT CHAIR 40.00 0.00 X 1435299 0 47495 ANTHONY ATALA MD DEPARTMENT CHAIR 39.50 0.50 X 1075997 0 334146 KEVIN P HIGH MD PRESIDENT, HEALTH SYSTEM 3.00 37.00 X 1070557 0 258296 DAVID X ZHAO MD DEPARTMENT CHAIR 40.00 0.00 X 1041054 0 159885 BRADLEY A CLARK EVP, CFO & TREASURER 6.00 34.00 X 0 947093 237452 CHARLES L BRANCH JR MD DEPARTMENT CHAIR 38.00 2.00 X 1042509 0 42949 TERRY G WILLIAMS EVP, CH STRATEGY OFR 3.20 36.80 X 0 888524 179836 ROBERT J GFELLER JR FORMER OFFICER (12-31-18) 0.00 0.00 X 0 903026 1845 J REID MORGAN SECRETARY & GENERAL COUNSE 8.00 32.00 X 0 655028 166975 LILICIA P BAILEY SVP & CH PEOPLE OFF 0.40 39.60 X 0 651264 136122 TERRY L HALES JR ASSISTANT TREASURER 35.20 4.80 X 632319 0 138769 JOHN D MCCONNELL MD FORMER OFFICER (4-26-17) 0.00 40.00 X 720128 0 43339 WILLIAM D SHOWALTER SVP, CH INFO OFF 5.00 35.00 X 0 615134 135863 LISA M MARSHALL VP, CH PHIL OFF 10.50 29.50 X 377567 0 105179 ERIC TOMLINSON DSC PHD FORMER OFFICER (3-1-18) 0.00 0.00 X 439108 0 2522 KAREN H HUEY VP FACILITIES 3.80 36.20 X 0 355168 84653 ANITA M CONRAD ASSISTANT SECRETARY 12.00 28.00 X 0 195239 39637 JOHN M VANN CHAIR OF BOARD 4.00 9.00 X 0 0 0 JAMES J MARINO VICE CHAIR 3.00 9.00 X 0 0 0 DONALD E FLOW DIRECTOR 2.00 4.00 X 0 0 0 DONNA A BOSWELL PHD DIRECTOR 2.00 9.00 X 0 0 0 JAMES R HELVEY III DIRECTOR 2.00 0.00 X 0 0 0 JANICE K STORY DIRECTOR 2.00 3.00 X 0 0 0 GERALD F ROACH DIRECTOR 2.00 15.00 X 0 0 0 CURTIS C FARMER DIRECTOR (TO 8/14/19) 2.00 5.60 X 0 0 0 MATTHEW A KING DIRECTOR 2.00 6.00 X 0 0 0 HERMAN E EURE DIRECTOR 2.00 6.00 X 0 0 0 RICHARD A BRENNER DIRECTOR 2.00 0.00 X 0 0 0 ANN S HANES DIRECTOR 2.00 0.00 X 0 0 0 DONNA F EDWARDS DIRECTOR 2.00 5.00 X 0 0 0 BRENDA K CLINE DIRECTOR 2.00 0.00 X 0 0 0 ERIC C WISEMAN DIRECTOR 2.00 6.60 X 0 0 0 MICHAEL F MAHONEY DIRECTOR (TO 9/23/19) 2.00 3.00 X 0 0 0 ERIC EUBANK DIRECTOR 2.00 5.00 X 0 0 0 ADELAIDE A SINK DIRECTOR 2.00 4.00 X 0 0 0 11236360 6876303 3081012 1323 1 1 0 NTHRIVE REVENUE SYSTEMS LLC 200 NORTH POINT CENTER EAST SUITE ALPHARETTA GA 30022 CODING, BILLING & COLLECTION SRVS. 55190879 MCKESSON SPECIALTIES 6555 STATE HWY 161 IRVINE TX 75039 PHARMACEUTICAL DISTRIBUTION & INVENTORY 7156540 REGENTS OF THE UNIVERSITY OF MINNESOTA 200 OAK ST SE STE 600 MINNEAPOLIS MN 55455 EDUCATION & RESEARCH SERVICES 4895032 EBSCO INFORMATION SERVICES 10 ESTES STREET IPSWICH MA 01938 SUBSCRIPTION INFORMATION SERVICES 4746783 CASSIDY TURLEY FIDUCIARY INC 550 S TRYON STREET CHARLOTTE NC 28202 REAL ESTATE CONSULT. 4375871 299 841662 1660851 181746835 69512080 662385 253761428 MEDICAL SERVICES 621110 748138342 748138342 TUITION AND FEES 611710 59370622 59370622 807508964 32140478 949874 31190604 1014473 1014473 2497386 0 2497386 2497386 2497386 24341 27427563 0 -27427563 24341 -27403222 -27403222 96698 841662 240261 -143563 -143563 ADMIN & OTHER 611710 616184 17841 598343 PARKING 621990 164745 164745 780929 1070156873 807526805 1548217 7320423 32782711 32782711 22034466 22034466 620248 620248 16338373 16273020 49015 16338 616576494 614110187 1849731 616576 33381144 33247620 100143 33381 67821133 67549849 203463 67821 34176220 34039515 102529 34176 4130832 2065416 2065416 493672 246836 246836 292788 292788 63947 63947 1815630 1452504 361310 1816 47994768 46921884 1068450 4434 654653 638286 15712 655 8780532 7867357 913175 5727725 5132042 595683 128201 128201 53552231 47982799 5515880 53552 5772721 5764653 6051 2017 5162857 5145906 12713 4238 8173480 6538784 1634696 36349053 27641501 8707552 6774211 6768171 5982 58 MEDICAL SUPPLIES 56207212 56207212 BAD DEBT 37091585 37091585 OTHER SUPPLIES 3288767 2946735 338743 3289 INCOME TAX -219869 -219869 1105965785 1081490276 23573211 902298 10121066 98029776 53320855 49571170 227440842 164581226 918988 868472 1732771 1468321 6748346 6634378 859986053 517765990 356217566 342220063 4070000 5330000 553758257 544845602 10961009 7069488 1555278 1555278 208801953 412189222 1435646931 1634362996 488024471 539160447 78761109 75549538 146573528 140970711 48748455 50531286 7449528 7449528 101922336 266434931 871479427 1080096441 X 324930280 311758449 239237224 242508106 564167504 554266555 1435646931 1634362996 X -35808912 1913885 23994078 X 0 1 X 1 1 1 X 196172105 209062530 214021298 227062586 253761428 1100079947 196172105 209062530 214021298 227062586 253761428 1100079947 1100079947 11743578 12437529 35786087 35707999 34702463 130377656 790182 1772660 236203 2799045 220917 140763 289480 445070 261443 1357673 1234614321 3731065841 0.89100 0.90330 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2015 AMOUNT: $ 220,917. 2016 AMOUNT: $ 140,763. 2017 AMOUNT: $ 289,480. 2018 AMOUNT: $ 445,070. 2019 AMOUNT: $ 261,443. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 292788 0 0 292788 0 PART II-B, LINE 1: 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. 506961544 12381262 5123015 23311593 501154228 505143113 4444120 19556385 22182074 506961544 485586506 17992056 23859294 22294743 505143113 454890306 18965580 31457259 19726639 485586506 454412242 21183187 -1149360 19555763 454890306 0.58220 0.32870 0.08910 0 1 1 53965404 53965404 419611616 297757513 121854103 30999520 16017616 14981904 271321966 180598318 90723648 84087547 23392543 60695004 342220063 ENDOWMENT INVESTMENTS 534263264 F INV IN PARTNERSHIPS 6056791 F INVESTMENT IN ANNUITIES & LIFE INS CONTRACTS 4525547 F 544845602 OTHER INVESTMENTS 8666544 INVESTMENT IN SUBS 138886876 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 17191475 FUNDS HELD UNDER RETIREMENT & BENEFIT PLANS 75151635 OPERATING LEASES (LESS ACCUM DEPREC) 172292692 412189222 PLI RESERVE 44613068 BOND SWAP VALUATION 5349337 OTHER LIABILITIES & DEFERRALS 11622101 ANNUITIES PAYABLE 2484959 RETIREMENT 26162339 OPERATING LEASE PAYABLE 176203127 266434931 X 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. . 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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. 0 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES SUBCONTRACT FOR RESEARCH GRANTS 580000 NORTH AMERICA 0 0 PROGRAM SERVICES SUBCONTRACT FOR RESEARCH GRANTS 40140 0 0 0 0 0 0 620140 0 620140 EUROPE (INCLUDING ICELAND & GREENLAND) SUB-CONTRACTOR: DEVELOPMENT OF RESORBABLE CALCIUM PHOSPHATE CEMENT 248295 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) SUB-CONTRACT: EARLY LIFE FACTORS, GENE-ENVIRONMENT INTERACTION AND EOSINOPHILIC ESOPHAGITIS 80015 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) METABOLOMIC SIGNATURES OF CAD ASSOC. GENOTYPES 27076 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) SELECT & MODIFY STATISTICAL METHODS & ALGORITHMS & TEST, VALIDATE & PRODUCE RELATED SOFTWARE 187957 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SYSTEMS GENETICS OF ADIPOSITY TRAITS IN OUTBRED RATS 36657 CHECK NORTH AMERICA SUB-CONTRACT: MOLECULAR CROSS-TALK: BONE METASTATIC PROSTATE CANCER AND NOCICEPTIVE NEURONS 40140 CHECK 6 1 0 1 1 0 1 PART III ACCOUNTING METHOD: X X X X X X X 1 EXCALIBUR ENTERPRISES LLC 4820 BETHANIA STATION RD 101 WINSTON SALEM NC 27105 DIRECT MAIL SOLICITATION AND MARKETING 0 0 18607 -18607 IBM CORPORATION 1 NEW ORCHARD ROAD ARMONK NY 10504 CAMPAIGN COMMUNICATIONS CONSULTING 0 0 7293 -7293 WEALTH ENGINE INC 4340 EAST WEST HIGHWAY STE 900 BETHESDA MD 20814 DONOR OUTREACH CONSULTING 0 0 30110 -30110 CASSELS CAYWOOD LOVE INC 300 S LIBERTY STREET WINSTON SALEM NC 27101 SOLICITATION/MARKETING MATERIALS PRODUCTION 0 0 7937 -7937 63947 -63947 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC WINTERLARK 516764 459713 57051 1990 8350 98325 46433 3664 15278 BCH CHEERS 178718 158682 20036 1700 9842 5400 3720 8031 6 242878 223267 19611 640 3503 6804 13289 500 12792 938360 841662 96698 2630 13553 114971 65122 7884 36101 240261 -143563 SCHEDULE G, PART I, LINE 2B, COLUMN (V) 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. 1 DON'T EVER GIVE UP 14600 WESTON PARKWAY CARY NC 27513 475304184 501(C)(3) 25000 CANCER RESEARCH SUPPORT ALZHEIMER'S ASSOCIATION 4600 PARK ROAD SUITE 250 CHARLOTTE NC 28209 133039601 501(C)(3) 5000 ALZHEIMERS RESEARCH SUPPORT DREXEL UNIVERSITY 3141 CHESTNUT STREET PHILADELPHIA PA 19104 231352630 501(C)(3) 25000 EXECUTIVE LEADERSHIP ACADEMIC MEDICINE GREENSBORO AREA CHAMBER OF COMMERCE INC 111 W FEBRUARY 1 PL GREENSBORO NC 27401 560245040 501(C)(6) 9000 COMMUNITY SUPPORT HUGH CHATHAM MEMORIAL HOSPITAL FOUNDATION 180 PARKWOOD DR ELKIN NC 28621 562049537 501(C)(3) 6000 COMMUNITY SUPPORT NORTH CAROLINA PHYSICIANS HEALTH PROGRAM 220 HORIZON DRIVE STE 201 RALEIGH NC 27615 561846599 501(C)(3) 12500 SUPPORT EMOTIONAL WELLBEING OF MEDICAL PROFESSIONALS NORTH CAROLINA BAPTIST HOSPITAL MEDICAL CENTER BOULEVARD WINSTONSALEM NC 27157 560552787 501(C)(3) 357000 CARE & CURE FUND PEDIATRIC TRAUMA SOCIETY INC 500 CUMMINGS CTR STE 4400 BEVERLY MA 01915 453143109 501(C)(3) 20000 SUPPORT IMPROVED OUTCOMES FOR INJURED CHILDREN UROLOGY CARE FOUNDATION 1000 CORPORATE BLVD LINTHICUM MD 21090 203210212 501(C)(3) 5000 UROLOGIC CARE FOR INDIGENT PATIENTS VICTORY JUNCTION GANG CAMP INC 4500 ADAMS WAY RANDLEMAN NC 27317 562215292 501(C)(3) 20000 SUPPORT CAMP FOR MEDICALLY CHALLENGED CHILDREN WINSTON-SALEM BUSINESS INC 1080 W 4TH ST WINSTONSALEM NC 27101 510436665 501(C)(3) 11000 COMMUNITY SUPPORT YOUNG MENS CHRISTIAN ASSOCIATION OF NORTHWEST NORTH CAROLINA 301 N MAIN STREET SUITE 1900 WINSTONSALEM NC 27101 560530015 501(C)(3) 6016 COMMUNITY SUPPORT 11 1 SCHOLARSHIPS AND FELLOWSHIPS 1351 21911412 ASSISTANCE TO PATIENTS - TRANSPORTATION 100 654 ASSISTANCE TO STUDENTS - BRING YOUR OWN DEVICE PROGRAM 102 122400 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. X X X X X X 1 1 0 0 0 0 0 1 0 JULIE ANN FREISCHLAG MD DIRECTOR, CEO & DEAN 1378992 0 663750 0 17424 0 422591 0 27520 0 2510277 0 0 0 NATHAN O HATCH PHD DIRECTOR & PRESIDENT - WFU 0 930761 0 370436 0 364630 0 277477 0 75384 0 2018688 0 272728 RUSSELL M HOWERTON MD EVP, HEALTH SYS AFFAIRS 531714 0 168000 0 641942 0 133213 0 29864 0 1504733 0 601758 0 EDWARD H KINCAID MD DEPARTMENT CHAIR 1414367 0 0 0 20932 0 21213 0 26282 0 1482794 0 0 0 ANTHONY ATALA MD DEPARTMENT CHAIR 805098 0 0 0 270899 0 303842 0 30304 0 1410143 0 246355 0 KEVIN P HIGH MD PRESIDENT, HEALTH SYSTEM 755682 0 292005 0 22870 0 237226 0 21070 0 1328853 0 0 0 DAVID X ZHAO MD DEPARTMENT CHAIR 829512 0 0 0 211542 0 139674 0 20211 0 1200939 0 188930 0 BRADLEY A CLARK EVP, CFO & TREASURER 0 675958 0 270235 0 900 0 209458 0 27994 0 1184545 0 0 CHARLES L BRANCH JR MD DEPARTMENT CHAIR 1031841 0 0 0 10668 0 21213 0 21736 0 1085458 0 0 0 TERRY G WILLIAMS EVP, CH STRATEGY OFR 0 561272 0 199500 0 127752 0 153254 0 26582 0 1068360 0 125682 ROBERT J GFELLER JR FORMER OFFICER (12-31-18) 0 6878 0 0 0 896148 0 435 0 1410 0 904871 0 395434 J REID MORGAN SECRETARY & GENERAL COUNSE 0 524258 0 110000 0 20770 0 110743 0 56232 0 822003 0 0 LILICIA P BAILEY SVP & CH PEOPLE OFF 0 476324 0 150000 0 24940 0 123900 0 12222 0 787386 0 0 TERRY L HALES JR ASSISTANT TREASURER 426114 0 135000 0 71205 0 111555 0 27214 0 771088 0 69183 0 JOHN D MCCONNELL MD FORMER OFFICER (4-26-17) 656678 0 13462 0 49988 0 21213 0 22126 0 763467 0 0 0 WILLIAM D SHOWALTER SVP, CH INFO OFF 0 461402 0 147930 0 5802 0 117013 0 18850 0 750997 0 0 LISA M MARSHALL VP, CH PHIL OFF 371902 0 0 0 5665 0 90527 0 14652 0 482746 0 0 0 ERIC TOMLINSON DSC PHD FORMER OFFICER (3-1-18) 0 0 0 0 439108 0 0 0 2522 0 441630 0 0 0 KAREN H HUEY VP FACILITIES 0 314378 0 0 0 40790 0 68038 0 16615 0 439821 0 39021 ANITA M CONRAD ASSISTANT SECRETARY 0 188843 0 6000 0 396 0 19200 0 20437 0 234876 0 0 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. A NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 65821DNF4 2012-11-15 129019661 REFUND ISSUE DTD 10/16/2008 0 0 0 B NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 65821DWH0 2019-03-07 45655000 SEE PART VI 0 0 0 A 26440000 129019661 568 129019093 1 0 1 1 B 46053368 398368 45655000 0 1 1 1 B 0 1 1 1 0 0.00200 0.00000 0.00200 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 1 0 0 1 0 0 0 1 A 1 B 1 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. X 1 795 FAIR MARKET VALUE X 18450 FAIR MARKET VALUE X 38 606220 FAIR MARKET VALUE X 1 1920 FAIR MARKET VALUE X EQUIPMENT 6 35000 FAIR MARKET VALUE 0 0 1 1 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. 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. 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