2020-07-14T10:47:49-05:00 2019-06-30 990 2018-07-01 223849199 WAKE FOREST UNIVERSITY HEALTH SCIENCES WAKE 3367164445 MEDICAL CENTER BLVD WINSTONSALEM NC 27157 BRADLEY A CLARK EVP-CFO 3367164445 2020-07-14 152.11.92.101 2020-07-14 10:36:57 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 92F11F32722E8792293CAF8DF02A44B038BF976A 2018 2020-09-23 17:36:50Z JULIE ANN FREISCHLAG MD MEDICAL CENTER BLVD WINSTONSALEM NC 27157 1058096256 0 X WAKEHEALTH.EDU X 2001 NC IMPROVING THE HEALTH OF OUR REGION, STATE, AND NATION. 21 19 2333 1807 368633 97662 214021298 227062586 700691488 794461601 34804264 22981320 10914338 3414027 960431388 1047919534 53164111 57811252 0 0 641974905 755012997 63839 53455 4105760 280768625 262942192 975971480 1075819896 -15540092 -27900362 1417037950 1435646931 854923264 871479427 562114686 564167504 X SEE SCHEDULE O FOR CONTINUATIONTHE ORGANIZATION IS PART OF WAKE FOREST BAPTIST HEALTH, 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. OUR 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 169696599 35237991 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 (833 GRANTS). 764884690 142163 739173171 PATIENT CARE AND MEDICAL EXPENSES IN PROVIDING SERVICES TO 1,657,376 PATIENT ENCOUNTERS. 108816772 22431098 55308427 PROFESSIONAL EDUCATION: INSTRUCTION OF 2,070 MEDICAL, GRADUATE, PHYSICIAN ASSISTANT, CRNA, AND BIOMEDICAL ENGINEERING STUDENTS. SCHOLARSHIPS AND AID PROVIDED TO 1,381 STUDENTS. 1043398061 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 1 0 0 1 1 1 1 0 0 1 1255 0 1 2333 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 X 21 19 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 NC X JOSEPH DOLAN 3367164445 MEDICAL CENTER BLVD WINSTON SALEM NC 27157 X DONALD E FLOW CHAIR OF BOARD 4.00 20.00 X 0 0 0 DONNA A BOSWELL PHD DIRECTOR 2.00 4.00 X 0 0 0 JAMES R HELVEY III DIRECTOR 2.00 0.00 X 0 0 0 JAMES J MARINO VICE CHAIR 3.00 9.00 X 0 0 0 JAMES T WILLIAMS JR DIRECTOR (TO 9/3/18) 2.00 0.00 X 0 0 0 GERALD F ROACH DIRECTOR 2.00 15.00 X 0 0 0 CURTIS C FARMER DIRECTOR 2.00 5.60 X 0 0 0 MATTHEW A KING DIRECTOR 2.00 0.00 X 0 0 0 NATHAN O HATCH PHD DIRECTOR & PRESIDENT - WFU 3.00 37.00 X X 0 1987864 387831 RICHARD A BRENNER DIRECTOR 2.00 0.00 X 0 0 0 ANN S HANES DIRECTOR 2.00 0.00 X 0 0 0 DAVID W DUPREE DIRECTOR 2.00 9.00 X 0 0 0 DONNA F EDWARDS DIRECTOR 2.00 4.00 X 0 0 0 GRAHAM F BENNETT DIRECTOR 2.00 0.00 X 0 0 0 J ANDREWS HANCOCK III DIRECTOR 2.00 0.00 X 0 0 0 BRENDA K CLINE DIRECTOR 2.00 0.00 X 0 0 0 JULIE ANN FREISCHLAG MD DIRECTOR, CEO & DEAN 16.20 23.80 X X 1742589 0 353250 MICHAEL F MAHONEY DIRECTOR 2.00 3.60 X 0 0 0 CATHY WALL THOMAS MD DIRECTOR 2.00 5.00 X 0 0 0 ADELAIDE A SINK DIRECTOR 2.00 4.00 X 0 0 0 JOHN M VANN DIRECTOR 2.00 9.60 X 0 0 0 JANICE K STORY DIRECTOR 2.00 3.00 X 0 0 0 J REID MORGAN SECRETARY & GENERAL COUNSE 8.00 32.00 X 0 560012 187816 ANITA M CONRAD ASSISTANT SECRETARY 12.00 28.00 X 0 194592 39096 TERRY L HALES JR ASSISTANT TREASURER 33.80 6.20 X 579911 0 68917 KAREN H HUEY VP FACILITIES 8.40 31.60 X 0 411116 63534 TERRY G WILLIAMS EVP, CH STRATEGY OFR 3.50 36.50 X 0 748349 177574 KEVIN P HIGH MD PRESIDENT, HEALTH SYSTEM 6.70 33.30 X 828234 0 219300 ROBERT J GFELLER JR EVP EXT REL, CH MKT OFF (TO 12-31-18) 5.00 35.00 X 0 661825 147557 BRADLEY A CLARK EVP, CFO & TREASURER 5.00 35.00 X 0 775777 178754 LILICIA P BAILEY SVP & CH PEOPLE OFF 2.40 37.60 X 0 627760 135492 WILLIAM D SHOWALTER SVP, CH INFO OFF 5.00 35.00 X 0 557872 118125 LISA M MARSHALL VP, CH PHIL OFF (FROM 6-12-19) 10.50 29.50 X 412166 0 83268 JOHN WILSON MD PROFESSOR - NEUROSURGERY 40.00 0.00 X 1062876 0 48238 ANTHONY ATALA MD DEPARTMENT CHAIR 39.50 0.50 X 1174698 0 181785 EDWARD KINCAID MD DEPARTMENT CHAIR 40.00 0.00 X 1437244 0 48390 STEPHEN TATTER MD PHD PROFESSOR - NEUROSURGERY 40.00 0.00 X 1065248 0 48390 CHARLES BRANCH JR MD DEPARTMENT CHAIR 38.00 2.00 X 1205979 0 44477 JOHN D MCCONNELL MD FORMER OFFICER (4-26-17) 0.00 40.00 X 5552781 0 44771 ERIC TOMLINSON DSC PHD FORMER OFFICER (3-1-18) 0.00 0.00 X 663211 0 25376 JOANNE C RUHLAND FORMER OFFICER (7-22-13) 15.00 25.00 X 0 379367 42863 RUSSELL M HOWERTON MD FORMER OFFICER (7-23-13) 14.20 25.80 X 780890 0 79235 16505827 6904534 2724039 1249 1 1 0 NTHRIVE REVENUE SYSTEMS LLC 200 NORTH POINT CENTER EAST SUITE ALPHARETTA GA 30022 CODING, BILLING & COLLECTION SRVS. 45354182 MEDDATA INC 6880 W SNOWVILLE ROAD BRECKSVILLE OH 44141 CODING & BILLING SRVS. 4266843 CASSIDY TURLEY FIDUCIARY INC 550 S TRYON STREET CHARLOTTE NC 28202 REAL ESTATE CONSULT. 4115960 FISHER SCIENTIFIC COMPANY 5823 NEWTON DRIVE CARLSBAD CA 92008 LABORATORY PRODUCTS AND SUPPLIES 4026306 PREMIER HEALTHCARE SOLUTIONS INC 1034 BALLANTYNE CORPORATE PLACE CHARLOTTE NC 28277 HEALTHCARE CONSULTING SERVICES 3311599 276 449976 645008 175722239 50245363 1847165 227062586 MEDICAL SERVICES 621110 739153174 739153174 TUITION AND FEES 611710 55308427 55308427 794461601 32931617 -425471 33357088 502115 502115 1828890 0 1828890 1828890 1828890 50276 10000573 0 -10000573 50276 -9950297 -9950297 309233 449976 176149 133084 133084 ADMIN & OTHER 611710 814101 19997 794104 PARKING 621990 135837 135837 949938 1047919534 794481598 368633 26006717 34739595 34739595 22431098 22431098 640559 640559 16253429 16001501 170661 81267 606223259 596826799 6365344 3031116 33150044 32636219 348075 165750 67074655 65327932 1434232 312491 32311610 31810780 339272 161558 6161342 3203898 2957444 519015 378881 140134 243540 243540 53455 53455 4982890 4905656 52320 24914 40979153 34100102 6875097 3954 366719 304377 62342 11309254 9047403 2261851 5666575 4533260 1133315 261071 261071 54369930 51885893 2252658 231379 8883632 8700626 168827 14179 5976113 5644439 305977 25697 7895659 7298747 596912 36638163 33868318 2769845 8304817 8295694 9123 MEDICAL SUPPLIES 45419550 45247285 172265 BAD DEBT 25064388 25064388 INCOME TAX -99619 -99619 1075819896 1043398061 28316075 4105760 10231940 10121066 42057429 53320855 191450921 227440842 771911 918988 110621 1732771 6551975 6748346 840614058 484396492 351942160 356217566 3090017 4070000 563409992 553758257 57370754 10961009 1555278 190050230 208801953 1417037950 1435646931 460125347 488024471 70952144 78761109 105863322 146573528 107297110 48748455 7449528 110685341 101922336 854923264 871479427 X 327411774 324930280 58324036 58870665 176378876 180366559 562114686 564167504 1417037950 1435646931 X -27900362 2069366 27883814 X 0 1 X 1 1 1 X 218972568 196172105 209062530 214021298 227062586 1065291087 218972568 196172105 209062530 214021298 227062586 1065291087 1065291087 13628024 11743578 12437529 35786087 35707999 109303217 710378 790182 1772660 0 0 3273220 328662 220917 140763 289480 445070 1424892 1179292416 3451982638 0.90330 0.76360 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2014 AMOUNT: $ 328,662. 2015 AMOUNT: $ 220,917. 2016 AMOUNT: $ 140,763. 2017 AMOUNT: $ 289,480. 2018 AMOUNT: $ 445,070. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 0 0 0 0 1 243540 0 0 243540 0 PART II-B, LINE 1: SUPPORT OF GOVT. RELATIONS OFFICE AND PRORATA PORTION OF DUES PAID TO STATE AND LOCAL 501(C)(6) ORGANIZATIONS THAT REPRESENTS LOBBYING ON BEHALF OF ITS MEMBERS. THE MEDICAL CENTER'S OFFICE OF GOVERNMENT RELATIONS WAS ACTIVELY INVOLVED WITH SEVERAL FEDERAL AND STATE ISSUES. THE OFFICE ASSISTED IN DEVELOPING POLITICAL ADVOCACY STRATEGIES REGARDING: SURPRISE BILLING; DRUG PRICING AND PRICE TRANSPARENCY; FUNDING EXTENSIONS FOR THE NATIONAL HEALTH SERVICE CORPS (STUDENT LOANS) AND COMMUNITY HEALTH CENTERS; INCREASED RESIDENCY SLOTS REGARDING OPIOID EPIDEMIC; PREPARATION AND SUBMISSION OF COMMENT LETTER REGARDING DELAYING CHANGES TO PAYMENT FOR EVALUATION AND MANAGEMENT (E&M) CODES UNTIL 2021 AND OTHER DOCUMENT CHANGES; 21ST CENTURY CURES IMPLEMENTATION; PROPOSED 340B PROGRAM CHANGES; PROPOSED CHANGES TO THE USE OF NONHUMAN PRIMATE MODELS IN BIOMEDICAL RESEARCH; FY20 APPROPRIATIONS, INCLUDING LABOR/HEALTH AND HUMAN SERVICES (HHS) BILL INCLUDING FUNDING FOR THE NATIONAL INSTITUTES OF HEALTH (NIH); DISCRETIONARY SPENDING BUDGET CAPS; EXTENSION FOR PCORI (PATIENT CENTERED OUTCOMES RESEARCH INSTITUTE FUND); PANDEMIC AND ALL-HAZARDS PREPAREDNESS AND ADVANCING INNOVATIONS ACT; MEDICAID DSH CUTS AND ADDITIONAL FUNDING FOR GRADUATE MEDICAL EDUCATION SLOTS. AT THE STATE LEVEL, THE MEDICAL CENTER'S OFFICE OF GOVERNMENT RELATIONS DEVELOPED LEGISLATIVE AND IMPLEMENTATION STRATEGY FOR FUNDING OF AN OFFICE OF MEDICAL EXAMINER'S FACILITY AT THE CLARKSON CAMPUS INCLUDING COMPOSITION OF BILL LANGUAGE AND SUMMARY, INTRODUCTION OF BILL AND INCLUSION IN THE FY2019-20 BUDGET OF $15 MILLION. VARIOUS BILLS AND BUDGET LANGUAGE 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. FUNDING FOR THE WAKE FOREST INSTITUTE OF REGENERATIVE MEDICINE AND INCREASED ACCESS TO HEALTH INSURANCE COVERAGE (MEDICAID EXPANSION)/WORK REQUIREMENTS/BUDGET NEGOTIATIONS WITH THE GOVERNOR'S OFFICE AND VARIOUS CALLS AND MEETINGS WITH LEGISLATORS. 505143113 4444120 19556385 22182074 506961544 485586506 17992056 23859294 22294743 505143113 454890306 18965580 31457259 19726639 485586506 454412242 21183187 -1149360 19555763 454890306 434292937 31275281 7099062 18255038 454412242 0.58950 0.31180 0.09870 0 1 1 53780120 53780120 408930950 285840426 123090524 30663793 13692266 16971527 265729780 164478511 101251269 81509415 20385289 61124126 356217566 ENDOWMENT INVESTMENTS 544845072 F INV IN PARTNERSHIPS 4573623 F INVESTMENT IN ANNUITIES & LIFE INS CONTRACTS 4339562 F 553758257 OTHER INVESTMENTS 8808263 INVESTMENT IN SUBS 115861029 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 18283930 FUNDS HELD UNDER RETIREMENT & BENEFIT PLANS 65848731 208801953 INTERCOMPANY PAYABLE -189536 PLI RESERVE 46212580 BOND SWAP VALUATION 4029956 OTHER LIABILITIES & DEFERRALS 23404011 ANNUITIES PAYABLE 2654647 RETIREMENT 25810678 101922336 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO SUPPORT SCHOLARSHIPS, INSTRUCTION, RESEARCH, LIBRARIES, ACADEMIC SUPPORT, OPERATIONAL AND OTHER GENERAL SUPPORT. PART X, LINE 2: THE ORGANIZATION HAS EVALUATED UNCERTAIN TAX POSITIONS FOR ITS FISCAL YEARS ENDED JUNE 30, 2019 AND 2018, 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, 2019 AND 2018. 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 WFUHS' 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 WFUHS RECEIVES FEDERAL FINANCIAL AID THROUGH THE U.S. DEPARTMENT OF EDUCATION'S FEDERAL DIRECT LOAN PROGRAM. WFUHS DISTRIBUTED THE FEDERAL LOANS TO 622 STUDENTS IN FISCAL YEAR 2019. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES SUBCONTRACT FOR RESEARCH GRANTS 636664 0 0 0 0 0 0 636664 0 636664 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SUB-CONTRACTOR: DEVELOPMENT OF RESORBABLE CALCIUM PHOSPHATE CEMENT 167773 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESEARCH FOR DIABETES IN YOUTH COHORT STUDY 28203 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM METABOLOMIC SIGNATURES OF CAD ASSOC. GENOTYPES 38931 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SELECT & MODIFY STATISTICAL METHODS & ALGORITHMS & TEST, VALIDATE & PRODUCE RELATED SOFTWARE 274851 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SYSTEMS GENETICS OF ADIPOSITY TRAITS IN OUTBRED RATS 126906 CHECK 5 1 0 1 1 0 1 X X X X X X X 1 STEPSTONE STRATEGIC PARTNERS LLC 4820 BETHANIA STATION RD 101 WINSTON SALEM NC 27105 DONOR CAMPAIGN 0 0 8625 -8625 IBM CORPORATION 1 NEW ORCHARD ROAD ARMONK NY 10504 CAMPAIGN COMMUNICATIONS CONSULTING 0 0 14720 -14720 WEALTH ENGINE INC 4340 EAST WEST HIGHWAY STE 900 BETHESDA MD 20814 DONOR OUTREACH CONSULTING 0 0 30110 -30110 53455 -53455 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 485520 248400 237120 85530 47520 18180 BCH CHEERS 159558 88175 71383 6009 4226 13034 2 114131 113401 730 1650 759209 449976 309233 91539 51746 32864 176149 133084 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 CATAWBA MEDICAL FOUNDATION 810 FAIRGROVE CHURCH RD HICKORY NC 28601 581680281 501(C)(3) 12813 SUPPORTING CATAWBA COUNTY MEDICAL CENTER FACILITIES SENIOR SERVICES INC 2895 SHOREFAIR DRIVE WINSTONSALEM NC 271054237 561085968 501(C)(3) 12500 SUPPORTING PROGRAM PROVIDING SERVICES TO SENIOR ADULTS DON'T EVER GIVE UP 14600 WESTON PARKWAY CARY NC 27513 475304184 501(C)(3) 25000 SUPPORT OF CANCER RESEARCH UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS 1533 S MAIN STREET WINSTONSALEM NC 27127 566065273 501(C)(3) 10000 SUPPORT OF ARCH PROJECT GREATER WINSTON SALEM CHAMBER OF COMMERCE 411 W FOURTH STREET WINSTONSALEM NC 27101 560459820 501(C)(6) 50000 SPONSOR OF ECONOMIC GROWTH AND DEVELOP. IN WINSTON SALEM CRISIS CONTROL MINISTRY INC 200 EAST 10TH STREET WINSTONSALEM NC 27101 237348168 501(C)(3) 12150 COMMUNITY SUPPORT ALAMANCE REGIONAL CHARITABLE FOUNDATION PO BOX 202 BURLINGTON NC 27216 581681560 501(C)(3) 5000 SUPPORTING ALAMANCE REGIONAL MEDICAL CENTER FACILITIES WAKE FOREST UNIVERSITY PO BOX 7201 WINSTONSALEM NC 27109 560532138 501(C)(3) 5000 SUPPORT OF THE BEYOND BEGINNINGS PROJECT 7 1 SCHOLARSHIPS AND FELLOWSHIPS 1381 22431098 PART I, LINE 2: WFUHS FOLLOWS THE MEDICAL CENTER'S CORPORATE POLICY USED IN REVIEWING THE ELIGIBILITY AND SELECTION OF GRANTEES RECEIVING CERTAIN EXEMPT PURPOSE FUNDS. WFUHS 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 NATHAN O HATCH PHD DIRECTOR & PRESIDENT - WFU 0 908781 0 230015 0 849068 0 313191 0 74640 0 2375695 0 775125 JULIE ANN FREISCHLAG MD DIRECTOR, CEO & DEAN 1198946 0 533149 0 10494 0 330402 0 22848 0 2095839 0 0 0 J REID MORGAN SECRETARY & GENERAL COUNSE 0 499312 0 40000 0 20700 0 107368 0 80448 0 747828 0 0 ANITA M CONRAD ASSISTANT SECRETARY 0 184196 0 10000 0 396 0 19200 0 19896 0 233688 0 0 TERRY L HALES JR ASSISTANT TREASURER 407550 0 112286 0 60075 0 44824 0 24093 0 648828 0 0 0 KAREN H HUEY VP FACILITIES 0 309930 0 68879 0 32307 0 40131 0 23403 0 474650 0 0 TERRY G WILLIAMS EVP, CH STRATEGY OFR 0 559678 0 182113 0 6558 0 153461 0 24113 0 925923 0 0 KEVIN P HIGH MD PRESIDENT, HEALTH SYSTEM 628644 0 177478 0 22112 0 199887 0 19413 0 1047534 0 0 0 ROBERT J GFELLER JR EVP EXT REL, CH MKT OFF (TO 12-31-18 0 495090 0 163123 0 3612 0 129925 0 17632 0 809382 0 0 BRADLEY A CLARK EVP, CFO & TREASURER 0 591354 0 183583 0 840 0 155477 0 23277 0 954531 0 0 LILICIA P BAILEY SVP & CH PEOPLE OFF 0 477031 0 126685 0 24044 0 123016 0 12476 0 763252 0 0 WILLIAM D SHOWALTER SVP, CH INFO OFF 0 434774 0 115726 0 7372 0 101292 0 16833 0 675997 0 0 LISA M MARSHALL VP, CH PHIL OFF (FROM 6-12-19) 332583 0 73112 0 6471 0 64711 0 18557 0 495434 0 0 0 JOHN WILSON MD PROFESSOR - NEUROSURGERY 1043602 0 0 0 19274 0 23648 0 24590 0 1111114 0 0 0 ANTHONY ATALA MD DEPARTMENT CHAIR 691612 0 251370 0 231716 0 156720 0 25065 0 1356483 0 0 0 EDWARD KINCAID MD DEPARTMENT CHAIR 1389936 0 28394 0 18914 0 23648 0 24742 0 1485634 0 0 0 STEPHEN TATTER MD PHD PROFESSOR - NEUROSURGERY 1045974 0 0 0 19274 0 23648 0 24742 0 1113638 0 0 0 CHARLES BRANCH JR MD DEPARTMENT CHAIR 1200435 0 0 0 5544 0 23648 0 20829 0 1250456 0 0 0 JOHN D MCCONNELL MD FORMER OFFICER (4-26-17) 1038530 0 0 0 4514251 0 23648 0 21123 0 5597552 0 3858352 0 ERIC TOMLINSON DSC PHD FORMER OFFICER (3-1-18) 206119 0 124702 0 332390 0 17798 0 7578 0 688587 0 75900 0 JOANNE C RUHLAND FORMER OFFICER (7-22-13) 0 305894 0 0 0 73473 0 23648 0 19215 0 422230 0 1000 RUSSELL M HOWERTON MD FORMER OFFICER (7-23-13) 534116 0 121938 0 124836 0 54202 0 25033 0 860125 0 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 AND FORMER DIRECTORS, OFFICERS AND 5 HIGHEST COMPENSATED EMPLOYEES RECEIVED SEVERANCE AND SERP PAYMENTS IN THEIR CALENDAR YEAR 2018 COMPENSATION: SEVERANCE PAYMENTS: ERIC TOMLINSON, DSC, PHD 220,182 SERP PAYMENTS: ANTHONY ATALA, MD 207,672 TERRY HALES 58,815 KAREN HUEY 30,676 JOHN D. MCCONNELL, MD 4,477,272 ERIC TOMLINSON, DSC, PHD 97,550 TERRY G. WILLIAMS 4,626 THE COMPENSATION OF DR. NATHAN O. HATCH INCLUDES A PAYOUT OF $775,125 WHICH WAS INCLUDED IN HIS 2018 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 $285,691. 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 22160000 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 15 6445 FAIR MARKET VALUE X 18685 FAIR MARKET VALUE X 48 1417859 FAIR MARKET VALUE X 1 353956 FAIR MARKET VALUE X 2 650 FAIR MARKET VALUE X 2 215 FAIR MARKET VALUE X EQUIPMENT 1 47000 FAIR MARKET VALUE X GIFT CARDS 11 2355 FAIR MARKET VALUE 1 0 1 1 PART I, COLUMN (B): SCHEDULE M, 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 UNIVERSITY BAPTIST MEDICAL CENTER, A PREEMINENT ACADEMIC MEDICAL CENTER AND LEARNING HEALTH SYSTEM THAT PROMOTES BETTER HEALTH FOR ALL THROUGH COLLABORATION, EXCELLENCE 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). BECAUSE THE VARIOUS ACTIVITIES DESCRIBED BELOW ARE NOT ALL PERFORMED BY EACH ORGANIZATION, 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. WFUBMC 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. WFUBMC OPERATES WAKE FOREST SCHOOL OF MEDICINE, WHICH HAS A FACULTY OF 1,352, INCLUDING PHYSICIANS AND BASIC SCIENTISTS. IT ALSO OPERATES, THROUGH THE UNINCORPORATED OPERATING DIVISION KNOWN AS "WAKE FOREST BAPTIST HEALTH," A MULTI-LOCATION HEALTH SYSTEM. WAKE FOREST BAPTIST HEALTH HAS 1,535 ACUTE CARE AND REHABILITATION BEDS OPERATIVE ACROSS THE SYSTEM, WHICH ENCOMPASSES ITS MAIN CAMPUS (885 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), ALLEGHANY HEALTH (25 BEDS) AND WAKE FOREST BAPTIST HEALTH HIGH POINT MEDICAL CENTER (351 BEDS), WHICH JOINED THE WAKE FOREST BAPTIST HEALTH SYSTEM IN FISCAL YEAR 2019. 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. WFUBMC 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. HIGH POINT REGIONAL HEALTH OFFICIALLY BECAME PART OF THE WAKE FOREST BAPTIST HEALTH SYSTEM ON SEPT. 1, 2018, CULMINATING AN ACQUISITION AGREEMENT WITH UNC HEALTH CARE, AND WAS RENAMED WAKE FOREST BAPTIST HEALTH HIGH POINT MEDICAL CENTER. WITH MORE THAN 2,600 EMPLOYEES, INCLUDING MORE THAN 130 PHYSICIANS, WAKE FOREST BAPTIST HEALTH HIGH POINT MEDICAL CENTER SERVES MORE THAN 300,000 PATIENTS EACH YEAR, IN 41 LOCATIONS ACROSS THREE COUNTIES. IN MAY 2019, WAKE FOREST BAPTIST HEALTH SIGNED A LETTER OF INTENT WITH ADVENTHEALTH, FORMERLY KNOWN AS PARK RIDGE HEALTH. THE ENTITIES ENTERED INTO EXCLUSIVE DISCUSSIONS TO EXPAND SERVICES AT ADVENTHEALTH HENDERSONVILLE, TO PROVIDE WAKE FOREST BAPTIST PHYSICIANS TO HELP STAFF SPECIFIC SPECIALTY SERVICES AT ADVENTHEALTH HENDERSONVILLE, AND TO OFFER BOTH PATIENTS AND EMPLOYERS ACCESS TO THE CLINICAL, WELLNESS AND ACADEMIC RESOURCES OF WAKE FOREST BAPTIST HEALTH. IN JUNE 2019, WAKE FOREST BAPTIST OPENED A TWO-FLOOR, STATE-OF-THE-ART LABOR AND DELIVERY CENTER AND A LEADING-EDGE NEONATAL INTENSIVE CARE UNIT (NICU) ON ITS WINSTON-SALEM CAMPUS. THE 100,000-SQUARE-FOOT FACILITY, WHICH INCLUDES THE BIRTH CENTER AND THE DALE AND KAREN SISEL NICU, PROVIDES THE FULL RANGE OF DELIVERY OPTIONS FROM ROUTINE, TRADITIONAL BIRTHS AND CERTIFIED NURSE MIDWIFE-ASSISTED BIRTHS WITH HYDROTHERAPY TO CESAREAN AND OTHER COMPLEX BIRTHS. WITH THE OPENING OF THE BIRTH CENTER, WAKE FOREST BAPTIST RESUMED REGULAR LABOR AND DELIVERY SERVICES ON ITS WINSTON-SALEM CAMPUS FOR THE FIRST TIME IN MORE THAN 40 YEARS. THE NEW SISEL NICU FEATURES 51 ALL-PRIVATE ROOMS AND WAS PROVIDED IN PART THROUGH A PHILANTHROPIC FUNDRAISING CAMPAIGN, LED BY A $5 MILLION DONATION FROM LONGTIME WINSTON-SALEM RESIDENT KAREN SISEL. DURING THE FISCAL YEAR, TWO SIGNIFICANT PROJECTS WERE COMPLETED AT WAKE FOREST BAPTIST HEALTH DAVIE MEDICAL CENTER. IN MARCH 2019, DAVIE MEDICAL CENTER OPENED A NEW $13.3 MILLION, 10,000-SQUARE-FOOT SURGICAL WING, WHICH ADDED AN OPERATING ROOM AND A MINOR PROCEDURE ROOM TO GIVE THE HOSPITAL A TOTAL OF THREE OPERATING ROOMS AND THREE MINOR PROCEDURE ROOMS. IN DECEMBER 2018, THE ORTHOPAEDIC PRACTICE WAS EXPANDED WITH A $2.4 MILLION, 6,900-SQUARE-FOOT ADDITION ON THE FOURTH FLOOR OF DAVIE MEDICAL CENTER'S MEDICAL OFFICE BUILDING TO ACCOMMODATE A GROWING JOINT REPLACEMENT PROGRAM AND GENERAL ORTHOPAEDIC SERVICES. IN EARLY 2019, WAKE FOREST BAPTIST MEDICAL CENTER WAS RE-VERIFIED AS A LEVEL I ADULT TRAUMA CENTER - THE HIGHEST LEVEL POSSIBLE - BY THE AMERICAN COLLEGE OF SURGEONS. RESEARCH AWARDS RECEIVED BY WAKE FOREST BAPTIST MEDICAL CENTER OR WAKE FOREST SCHOOL OF MEDICINE DURING FISCAL 2019 TOTALED MORE THAN $223.4 MILLION, INCLUDING $172.2 MILLION FROM FEDERAL SOURCES, $15.2 MILLION FROM INDUSTRY SOURCES, $18.7 MILLION FROM STATE SOURCES AND $17.4 MILLION FROM OTHER SOURCES. SIGNIFICANT RESEARCH GRANTS AWARDED TO WAKE FOREST BAPTIST MEDICAL CENTER OR THE WAKE FOREST SCHOOL OF MEDICINE DURING FISCAL 2019 INCLUDED A FIVE-YEAR GRANT WORTH MORE THAN $18 MILLION FROM THE NATIONAL INSTITUTE ON AGING TO STUDY THE CONNECTIONS BETWEEN HEART HEALTH AND BRAIN HEALTH AMONG PARTICIPANTS IN THE MULTI-ETHNIC STUDY OF ATHEROSCLEROSIS (MESA); $8 MILLION AWARDED BY THE AMERICAN ASSOCIATION FOR CANCER RESEARCH TO INCLUDE WAKE FOREST BAPTIST HEALTH AMONG FOUR INSTITUTIONS COLLABORATING AS PART OF A "DREAM TEAM" OF TOP SCIENTISTS FOCUSED ON FINDING THERAPIES FOR T-CELL LYMPHOMA, A RARE CANCER OF THE BLOOD AND IMMUNE SYSTEM; $8 MILLION FROM THE NATIONAL INSTITUTES OF HEALTH (NIH) TO STUDY COGNITIVE DECLINE AND IMPAIRMENT IN OLDER ADULTS WITH TYPE 2 DIABETES WHO ARE OVERWEIGHT OR OBESE; A FIVE-YEAR NIH GRANT FOR $3.9 MILLION TO DETERMINE IF A DEEP BRAIN STIMULATION PROCEDURE USED TO TREAT PARKINSON'S PATIENTS CAN IMPROVE AGE-RELATED COGNITIVE ABILITIES AND COUNTERACT THE EFFECTS OF ALZHEIMER'S AND OTHER TYPES OF DEMENTIA; AND TWO FIVE-YEAR GRANTS, EACH WORTH APPROXIMATELY $1.5 MILLION, FROM THE NATIONAL INSTITUTE OF NEUROLOGICAL DISORDERS AND STROKE TO PARTICIPATE IN TWO NATIONWIDE CLINICAL TRIAL NETWORKS, KNOWN AS NEURONEXT AND NIH STROKENET. 1. CLINICAL SERVICES THE CLINICIANS AND RESEARCH SCIENTISTS OF WAKE FOREST BAPTIST HEALTH ARE NATIONALLY RECOGNIZED FOR CLINICAL EXCELLENCE AND INTERNATIONALLY KNOWN FOR PIONEERING RESEARCH AND CLINICAL INNOVATION. ITS CLINICAL ENTERPRISE OFFERS EXPERTISE IN MORE THAN 100 AREAS OF MEDICINE, ENCOMPASSING COMPREHENSIVE PREVENTIVE AND HIGHLY SPECIALIZED CARE FOR ALL AGES. THE MEDICAL CENTER 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. ACROSS ITS SERVICE AREA OF NORTHWEST NORTH CAROLINA AND SOUTHWEST VIRGINIA, WAKE FOREST BAPTIST HEALTH HAS 16 EMERGENCY DEPARTMENTS, INCLUDING 10 THAT ARE STAFFED BUT NOT OWNED BY WAKE FOREST BAPTIST HEALTH; FOUR URGENT CARE CENTERS; 78 PRIMARY CARE CLINICS; 268 SPECIALTY CLINICS; AND 18 OUTPATIENT DIALYSIS CENTERS. THE WAKE FOREST BAPTIST HEALTH SYSTEM EMPLOYS 2,509 PHYSICIANS, 4,778 REGISTERED NURSES, AND 903 RESIDENTS AND FELLOWS. IT HAS A TOTAL STAFF OF 15,097 ON THE MEDICAL CENTER CAMPUS IN WINSTON-SALEM AND 20,038 WITHIN THE WAKE FOREST BAPTIST HEALTH SYSTEM. OVERALL IN FY 2019, WAKE FOREST BAPTIST HEALTH HAD 76,706 INPATIENT ADMISSIONS, 229,954 EMERGENCY DEPARTMENT VISITS AND 2,246,511 CLINIC VISITS (AMBULATORY VISITS AND OUTPATIENT DEPARTMENTS). PART III, LINE 4, PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED) 2. OUTREACH WAKE FOREST BAPTIST HEALTH CONTINUES A BROAD-BASED EFFORT TO REACH UNDERSERVED POPULATIONS ACROSS ITS SERVICE AREA. WAKE FOREST BAPTIST HEALTH'S ANNUAL COMMUNITY BENEFITS REPORT REFLECTS THIS COMMITMENT. IN FISCAL 2019 WAKE FOREST BAPTIST HEALTH SPENT $580.7 MILLION TO SUPPORT THESE AREAS: SUBSIDIZED HEALTH COSTS COMMUNITY HEALTH OUTREACH CHARITY CARE RESEARCH EDUCATION UNREIMBURSED COSTS OF GOVERNMENT PROGRAMS ONE ANCHOR OF OUTREACH FOR WAKE FOREST BAPTIST HEALTH 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, 60,370 PATIENT VISITS WERE RECORDED AT THE DOWNTOWN HEALTH PLAZA IN THE 2019 FISCAL YEAR, AND ANOTHER 11,141 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, WHICH MOVED INTO THE WAKE FOREST SCHOOL OF MEDICINE'S BOWMAN GRAY CENTER FOR MEDICAL EDUCATION IN DOWNTOWN WINSTON-SALEM'S INNOVATION QUARTER IN FALL 2018, 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 HEALTH PHYSICIANS, NURSES, MEDICAL STUDENTS AND OTHERS, ATTRACT THOUSANDS OF PEOPLE TO SCREENINGS FOR ACUTE AND CHRONIC CONDITIONS. _ THE SCHOOL OF MEDICINE'S PHYSICIAN ASSISTANT (PA) PROGRAM, WHICH IS 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. IT 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. THE WAKE FOREST SCHOOL OF MEDICINE LAUNCHED A NEW POST-MASTER'S DOCTOR OF NURSING PRACTICE (DNP) PROGRAM IN FALL 2018. THE PART-TIME, TWO-YEAR DNP PROGRAM IS FOR REGISTERED NURSES WHO WANT TO BUILD ON THEIR MASTER'S DEGREE AND ADVANCE THEIR LEADERSHIP AND CLINICAL ROLES TO THE HIGHEST LEVEL OF NURSING PRACTICE. U.S. NEWS & WORLD REPORT ISSUED NATIONAL RANKINGS TO THE SCHOOL OF MEDICINE'S PHYSICIAN ASSISTANT (NO. 7) AND NURSE ANESTHESIA (NO. 10) PROGRAMS. IN THE MOST RECENT REPORTING PERIOD, FISCAL YEAR 2018, WAKE FOREST BAPTIST HEALTH INVESTED MORE THAN $82.1 MILLION IN THE EDUCATION OF TOMORROW'S HEALTH CARE AND BIOMEDICAL LEADERS AND $25.9 MILLION IN RESEARCH FUNDING NOT COVERED BY OUTSIDE SOURCES. SUCH INVESTMENTS SUPPORT THE TRAINING OF HUNDREDS OF STUDENTS. IN FISCAL 2019, THOSE INCLUDED 546 MD STUDENTS, 903 PHYSICIAN RESIDENTS AND FELLOWS, 318 GRADUATE STUDENTS, 174 PHYSICIAN ASSISTANTS, 48 NURSE ANESTHESIA STUDENTS, 23 STUDENTS IN THE NEW DOCTOR OF NURSING PRACTICE PROGRAM, 23 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 2,800 CONTINUING PROFESSIONAL DEVELOPMENT ACTIVITIES FOR PRACTICING HEALTH CARE PROFESSIONALS THAT DREW 48,000 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 2019. BRENDA K. CLINE, A DIRECTOR OF FILING ORGANIZATION, DISCLOSED A FAMILY RELATIONSHIP WITH ANOTHER DIRECTOR OF THE FILING ORGANIZATION - JANICE K. STORY - HER SISTER. 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 IN WFUBMC OF THE VARIOUS ACADEMIC MEDICAL CENTER OPERATIONS, SUBJECT TO SUBSTANTIAL 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 WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ("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 THE MEDICAL CENTER 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 4.0 RELATED ORG 20.0 DONNA A. BOSWELL PHD FILING ORG 2.0 RELATED ORG 4.0 JAMES R. HELVEY III FILING ORG 2.0 JAMES J. MARINO FILING ORG 3.0 RELATED ORG 9.0 JAMES T. WILLIAMS, JR. FILING ORG 2.0 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 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 DAVID W. DUPREE FILING ORG 2.0 RELATED ORG 9.0 DONNA F. EDWARDS FILING ORG 2.0 RELATED ORG 4.0 GRAHAM F. BENNETT FILING ORG 2.0 J. ANDREWS HANCOCK FILING ORG 2.0 BRENDA K. CLINE FILING ORG 2.0 MICHAEL F. MAHONEY FILING ORG 2.0 RELATED ORG 3.6 CATHY WALL THOMAS, MD FILING ORG 2.0 RELATED ORG 5.0 ADELAIDE A. SINK FILING ORG 2.0 RELATED ORG 4.0 JOHN M. VANN FILING ORG 2.0 RELATED ORG 9.6 JANICE K. STORY FILING ORG 2.0 RELATED ORG 3.0 JULIE A. FREISCHLAG, M.D. FILING ORG 16.2 RELATED ORG 7.6 UNRELATED ORG 16.2 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 33.8 RELATED ORG 6.2 KAREN H. HUEY FILING ORG 8.4 RELATED ORG 5.0 UNRELATED ORG 26.6 TERRY G. WILLIAMS FILING ORG 3.5 RELATED ORG 6.0 UNRELATED ORG 30.5 KEVIN P. HIGH, MD FILING ORG 6.7 RELATED ORG 5.5 UNRELATED ORG 27.8 ROBERT GFELLER FILING ORG 5.0 RELATED ORG 15.0 UNRELATED ORG 20.0 BRADLEY A. CLARK FILING ORG 5.0 RELATED ORG 7.6 UNRELATED ORG 27.4 LILICIA P. BAILEY FILING ORG 2.4 RELATED ORG 5.0 UNRELATED ORG 32.6 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 JOHN WILSON, MD FILING ORG 40.0 ANTHONY ATALA, MD FILING ORG 39.5 RELATED ORG 0.5 EDWARD KINCAID, MD FILING ORG 40.0 STEVEN TATTER, MD, PHD 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 JOANNE RUHLAND FILING ORG 15.0 UNRELATED ORG 25.0 RUSSELL M. HOWERTON, MD FILING ORG 14.2 RELATED ORG 6.4 UNRELATED ORG 19.4 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 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 21,525,668. ACTUARIAL GAIN 6,358,146. 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