2020-08-12T11:36:48-05:00 2019-09-30 ERNST & YOUNG US LLP 100 NORTH TRYON STREET SUITE 3800 CHARLOTTE NC 28202 990 2018-10-01 566017737 WakeMed % RICHARD F CARRICO CFO WAKEM WAKE 9193500522 3000 NEW BERN AVE RALEIGH NC 276101215 RICHARD F CARRICO CFO 9193500522 2020-08-11 true SCOTT TIDWELL P01729213 7043726300 76.196.200.239 58145420202255000002 2020-08-12 P 3D394971B62A6009CD129823E1E5C7BA819D07C3 DAFA43998C5B16E4847FAA9AD61C49E3BD2EB142 2018 2020-09-23 17:36:50Z SEE SCHEDULE O DONALD GINTZIG 3000 NEW BERN AVE RALEIGH NC 27610 1416085334 false X WWW.WAKEMED.ORG X 1965 NC THE MISSION OF WAKEMED IS TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY WITH OUTSTANDING AND COMPASSIONATE CARE TO ALL. 14 14 10931 1569 10716940 0 5294202 5323902 1290894742 1391926204 10719313 15300018 -2874782 865519 1304033475 1413415643 2120826 2132061 0 0 760513477 812524448 0 0 0 505807395 570798572 1268441698 1385455081 35591777 27960562 1508036898 1655160684 745412788 845671109 762624110 809489575 X THE MISSION OF WAKEMED IS TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY WITH UNDERSTANDING AND COMPASSIONATE CARE TO ALL. false false 297890968 0 367221011 SURGICAL SERVICES - WAKEMED PROVIDES SURGICAL SERVICES IN FIVE LOCATIONS THROUGHOUT THE COUNTY: WAKEMED RALEIGH CAMPUS, WAKEMED CARY HOSPITAL, WAKEMED NORTH, HOLLY SPRINGS SURGICAL VENTURES, AND CAPITAL CITY SURGERY CENTER OF WHICH WAKEMED IS A MAJORITY INVESTOR. BY DELIVERING SURGICAL SERVICES TO ALL WHO SEEK CARE REGARDLESS OF THEIR ABILITY TO PAY AND BY HAVING INPATIENT SERVICES IN THREE DISTINCT LOCATIONS THROUGHOUT THE COUNTY, WAKEMED HAS IMPROVED ACCESS TO THESE NEEDED SERVICES. WAKEMED'S WIDE RANGE OF SURGICAL SPECIALTIES INCLUDE BARIATRIC, CARDIOVASCULAR AND THORACIC, ENT, HEAD AND NECK, ADULT AND PEDIATRIC GASTROINTESTINAL, GENERAL, NEUROSURGERY, OBSTETRICS AND GYNECOLOGY, ORTHOPEDICS, PEDIATRIC, UROLOGY, AND VASCULAR. AS WAKE COUNTY'S ONLY STATE DESIGNATED LEVEL 1 TRAUMA CENTER, WAKEMED PROVIDES COMPREHENSIVE TRAUMA SURGERY FOR GENERAL, ORTHOPEDIC, NEUROSURGERY, AND VASCULAR TRAUMA PATIENTS. BECAUSE ACCESS TO SPECIALTY CARE CONTINUES TO BE A KEY HEALTH CONCERN FACING OUR COMMUNITY, WAKEMED HAS EXPANDED ITS NETWORK OF SPECIALISTS THROUGH WAKEMED PHYSICIANS WHO PROVIDE SUBSPECIALTY CARE TO THE UNINSURED AND UNDERINSURED IN OUR COMMUNITY. OUR STAFF WORKS WITH THE PATIENT TO DISCOUNT THEIR FEES BASED ON INDIVIDUAL INCOME AND NEED. MANY PHYSICIANS ON THE MEDICAL STAFF CONTINUE THIS PRACTICE OF PROVIDING QUALITY CARE TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. IN FISCAL YEAR 2019, OUR SURGICAL PATIENTS INCLUDED 34.0% WHO WERE INSURED UNDER MEDICARE, 14.1% WHO WERE INSURED UNDER MEDICAID, AND 5.5% WHO WERE UNINSURED (OR "SELF-PAY OR CHARITY CARE"). 149114123 0 196323469 EMERGENCY SERVICES A CRITICAL ISSUE FACING WAKE COUNTY RESIDENTS CONTINUES TO BE ACCESS TO AFFORDABLE HEALTH CARE. TO ADDRESS THIS CHALLENGE, WAKEMED HAS STRATEGICALLY PLACED SIX FULL SERVICE, EMERGENCY DEPARTMENTS IN KEY GEOGRAPHIC AREAS THROUGHOUT THE COUNTY IN RALEIGH, CARY, NORTH RALEIGH, APEX, BRIER CREEK, AND GARNER. LOCATED IN RALEIGH, WAKEMED ALSO OPERATES THE ONLY CHILDRENS EMERGENCY DEPARTMENT IN THE COUNTY. BECAUSE PHYSICIAN AVAILABILITY IS KEY TO OPENING ACCESS TO CARE, WAKEMEDS PHYSICIAN PRACTICES, HEALTHPLEXES, AND OUTPATIENT SERVICES ARE CONVENIENTLY POSITIONED THROUGH THE AREA. WAKEMED IS AMONG THE TOP THREE VOLUME PROVIDERS OF EMERGENCY CARE IN NORTH CAROLINA. WAKEMEDS RALEIGH CAMPUS IS ALSO HOME TO WAKE COUNTYS ONLY LEVEL 1 TRAUMA CENTER, THE HIGHEST DESIGNATION AWARDED TO TRAUMA CENTERS IN NORTH CAROLINA. WAKEMED CARY HOSPITAL EMERGENCY DEPARTMENT IS A LEVEL III TRAUMA CANTER. OUR TRAUMA SERVICES INCLUDE A COMPREHENSIVE RESEARCH PROGRAM, INJURY PREVENTION PROGRAMS, FELLOWSHIP TRAINED TRAUMA SURGEONS ON-SITE 24/7, A MULTI-DISCIPLINARY TEAM OF PROFESSIONALS, THE CLINICAL SUPPORT OF SIX ADULT INTENSIVE CARE UNITS AND A PEDIATRIC INTENSIVE CARE UNIT, AS WELL AS A COMPREHENSIVE ACUTE, INPATIENT AND OUTPATIENT PHYSICAL REHABILITATION PROGRAM. WAKEMEDS EMERGENCY AND TRAUMA SERVICES TREAT ALL PATIENTS WHO PRESENT SEEKING MEDICAL CARE, REGARDLESS OF THEIR ABILITY TO PAY. IN FY 2019, 19.0% OF OUR TOTAL EMERGENCY PATIENTS WERE INSURED UNDER MEDICARE; 26.4% WERE INSURED UNDER MEDICAID; AND 17.9% WERE UNINSURED SELF-PAY/CHARITY CARE. OVER 44% OF ALL PATIENTS SEEN IN OUR EMERGENCY DEPARTMENTS ARE EITHER MEDICAID OR UNINSURED PATIENT, RESULTING IN WAKEMED PROVIDING CARE OF AN ESTIMATED 68% OF WAKE COUNTYS UNINSURED AND MEDICAID PATIENTS. ALL STAND - ALONE LOCATIONS SERVE AREAS WHICH ARE OTHERWISE UNDERSERVED BY DEDICATED MEDICAL SERVICES. 128713777 0 138074049 HEART CENTER WAKEMEDS HEART AND VASCULAR PROGRAM IS ONE OF THE LARGEST AND MOST COMPREHENSIVE CARDIOVASCULAR PROGRAMS IN THE STATE OF NORTH CAROLINA. THIS YEAR, 18,414 CARDIOVASCULAR PROCEDURES WERE PERFORMED INCLUDING SURGERY, DIAGNOSTIC AND INTERVENTIONAL CARDIAC CATHETERIZATIONS AND ELECTROPHYSIOLOGY STUDIES. THOUSANDS MORE PATIENTS WERE TREATED MEDICALLY AS IN- AND OUTPATIENTS THROUGHOUT THE SYSTEM. IN FISCAL YEAR 2019, OUR CARDIAC PATIENTS INCLUDED 40.0% WHO WERE INSURED UNDER MEDICARE, 10.1% WHO WERE INSURED UNDER MEDICAID, AND 12.7% WHO WERE UNINSURED (OR "SELF-PAY OR CHARITY CARE"). WAKEMED HEALTH & HOSPITALS HAS CONSISTENTLY BEEN NATIONALLY RECOGNIZED FOR EXCELLENCE IN BOTH STROKE AND HEART CARE. WAKEMED RALEIGH CAMPUS AND WAKEMED CARY HOSPITAL RECEIVED RECOGNITION FROM THE AMERICAN HEART ASSOCIATION AND THE AMERICAN STROKE ASSOCIATION THROUGH THEIR "GET WITH THE GUIDELINES (GWTG)" AWARDS, EACH EARNING GOLD PLUS ACHIEVEMENT AWARDS FOR BOTH STROKE CARE AND FOR HEART FAILURE CARE. THESE RECOGNITIONS SIGNIFY THAT WAKEMED HAS REACHED AN AGGRESSIVE GOAL OF TREATING BOTH STROKE AND HEART FAILURE PATIENTS ACCORDING TO THE GUIDELINES OF CARE RECOMMENDED BY THE AMERICAN STROKE ASSOCIATION, AMERICAN HEART ASSOCIATION, AND AMERICAN COLLEGE OF CARDIOLOGY. BOTH WAKEMED CARY HOSPITAL AND WAKEMED RALEIGH CAMPUS RECEIVED CHEST PAIN CENTER ACCREDITATION BY THE SOCIETY OF CARDIOVASCULAR PATIENT CARE, AND BOTH RECEIVED THE JOINT COMMISSION ADVANCED CERTIFICATION FOR PRIMARY STROKE CENTER. IN ADDITION, WAKEMED RALEIGH CAMPUS RECEIVED THE SILVER LEVEL AWARD AS A REFERRING HOSPITAL FROM THE AMERICAN HEART ASSOCIATIONS MISSION LIFELINE. WAKEMED HEALTH & HOSPITALS WAS ALSO DESIGNATED A BLUE DISTINCTION CENTER FOR CARDIAC CARE BY BLUECROSS BLUESHIELD OF NC. A KEY SUPPORT SERVICE FOR OUR COMMUNITY, WAKEMED MOBILE CRITICAL CARE SERVICES IS A COMPREHENSIVE MEDICAL TRANSPORT PROGRAM THAT IMPROVES ACCESS TO ACUTE CARE AND FACILITATES TRANSPORT INTO, OUT OF, AND ACROSS THE HEALTH CARE SYSTEM. WAKEMED MOBILE CRITICAL CARE SERVICES TRANSPORTS PATIENTS THROUGHOUT THE REGION AND STATE. IN 2019, THE TEAM TRANSPORTED 19,723 PATIENTS. WAKEMEDS HEART CENTER HAS MADE SIGNIFICANT STRIDES IN PROGRAMS AND SERVICES AIMING TO REDUCE HEART DISEASE AND DIABETES, IMPROVE STROKE OUTCOMES AND IMPROVE PATIENTS UNDERSTANDING OF DISEASE MANAGEMENT. WE KNOW THAT TEACHING PATIENTS ABOUT THEIR RISK FACTORS FOR HEART DISEASE AND ENCOURAGING HEALTHY BEHAVIORS THROUGH LIFESTYLE CHANGES BUILDS A FOUNDATION FOR A HEALTHIER POPULATION. THUS, THE WAKEMED HEART CENTER PROVIDES A COMPREHENSIVE CONTINUUM OF CARE FOR THE CARDIAC PATIENT FROM OUTREACH EDUCATION AND PREVENTION TO DIAGNOSIS, INTERVENTION, SURGERY, CARDIAC REHABILITATION AND ONGOING DISEASE MANAGEMENT FOR HEART FAILURE DIABETES. FREE EDUCATION PROGRAMS ARE OFFERED REGULARLY FOR OUR PATIENTS, THEIR FAMILY MEMBERS AND THE COMMUNITY TO COMPLEMENT OUR COMPREHENSIVE CARE SERVICES. BECAUSE THE FASTEST INTERVENTION PROVIDES THE BEST OUTCOMES, ALL OF WAKEMEDS EMERGENCY DEPARTMENTS ARE CERTIFIED CHEST PAIN CENTERS. WAKEMED RALEIGH CAMPUS AND CARY HOSPITAL ARE DESIGNATED PRIMARY STROKE CENTERS. ADDITIONALLY, WAKEMEDS HEART CENTER PROVIDES FREE HEALTH SCREENINGS THROUGHOUT THE COMMUNITY INCLUDING CHOLESTEROL SCREENINGS, BLOOD PRESSURE CHECKS, VASCULAR SCREENINGS, AND STROKE ASSESSMENTS. THESE SCREENINGS ARE DESIGNED TO BE A SECONDARY PREVENTION ACTIVITY TO DETECT EARLY ONSET OF DISEASE OR ILLNESS. WAKEMED HEART & VASCULAR PROVIDES NUMEROUS OPPORTUNITIES FOR HEART HEALTH EDUCATION AND CPR TRAINING IN THE COMMUITY. ONE OF OUR KEY OUTREACH PROGRAMS IS CPR ANYTIME. THIS PROGRAM IS PROVIDED AT MULTIPLE LOCATIONS IN WAKE COUNTY THROUGHOUT THE YEAR AND THE CPR ANYTIME KITS ARE PROVIDED AT NO COST TO PARTICIPANTS. WAKEMED DOES MAKE THE OPPORTUNITY FOR DONATIONS AVAILABLE TO HELP UNDERWRITE SOME OF THE COST AND ALLOW THE PROGRAM TO CONTINUE TO GROW. DONATIONS COVER LESS THAN 10% OF THE OVERALL COST. 666526069 2132061 690100872 1242244937 true true false true false false false false false true true false false true true false false true false false true false false false false false true true true true true true false false false false false false false false false false false false false false true true true true false false true 628 0 true 10931 true true true true CJ false false false false false false false false false false X 14 14 false false false false false true true true true false false true true true true true true true false true true NC X RICHARD F CARRICO CFO WAKEM 9193500522 3000 NEW BERN AVENUE RALEIGH NC 27610 HENRY L DARNELL BOARD MEMBER 2.25 0.0 X 0 0 0 BRENDA C GIBSON BOARD OF DIR. (END 5/25/19) 3.25 0.0 X 0 0 0 JERRY C BERNSTEIN MD BOARD MEMBER (END 10/2/18) 0.0 0.0 X 0 0 0 ROBERT A CERWIN BOARD MEMBER 2.5 0.0 X 0 0 0 A BLANTON GODFREY PHD BOARD MEMBER 3.0 0.0 X 0 0 0 VERN DAVENPORT BOARD MEMBER 1.5 0.0 X 0 0 0 ROBERT C RICE JR SECRETARY - BOARD MEMBER 2.5 0.0 X 0 0 0 WILLY E STEWART CHAIR, BOARD OF DIRECTORS 3.0 0.0 X 0 0 0 DAN BLUE III BOARD MEMBER 2.25 0.0 X 0 0 0 CHRISTINA ALVARADO SHANAHAN VICE CHAIR, BOARD OF DIRECTORS 3.0 0.0 X 0 0 0 James Anthony Penry BOARD MEMBER 2.5 0.0 X 0 0 0 R DONOVAN MUNFORD BOARD MEMBER (END 5/25/19) 1.5 0.0 X 0 0 0 Sonia Barnes BOARD MEMBER 2.75 0.0 X 0 0 0 LARRY BARBOUR BOARD MEMBER (BEG. 5/25/19) 1.75 0.0 X 0 0 0 THAD L MCDONALD MD BOARD OF DIR. (BEG. 10/2/18) 2.75 0.0 X 0 0 0 MARY NASH RUSHER BOARD OF DIR. (BEG. 5/25/19) 1.5 0.0 X 0 0 0 BLOUNT WILLIAMS BOARD OF DIR. (BEG. 5/25/19) 2.0 0.0 X 0 0 0 STEPHEN M SMITH BOARD MEMBER (END 5/25/19) 3.5 0.0 X 0 0 0 DONALD R GINTZIG President & CEO 75.0 0.0 X 1699607 0 41595 DENISE WARREN Exec VP & COO 65.0 0.0 X 769338 0 36366 Rick Carrico CFO 70.0 0.0 X 766824 0 43519 ROYLYN JOHNSON OFFICER - SECRETARY 50.0 0.0 X 109992 0 16304 THEODORE LOTCHIN VP - CHIEF COMPL. & PRIVACY 60.0 0.0 X 335113 0 39066 CHARLES HARR Chief Medical Officer, Raleigh 60.0 0.0 X 482523 0 19000 Christine Craig VP, Governmental Affairs 55.0 0.0 X 286505 0 32862 J WEST PAUL END 42619 SVP & CH QUALITY/MED STAFF OFC 60.0 0.0 X 499909 0 43519 Rebecca Andrews SVP & ADMIN RALEIGH 65.0 0.0 X 438286 0 30351 Seth Brody Chief Medical Officer, Cary 60.0 0.0 X 402090 0 17500 Stephanie Sessoms VP FINANCE 60.0 0.0 X 266662 0 35309 Susan James VP & Chief Legal Officer 60.0 0.0 X 407819 0 40606 Thomas Gough SVP - Administrator Cary 60.0 0.0 X 396792 0 19276 SHERI D DESHAZO SR VP ADMIN-NORTH (END 8/9/19) 65.0 0.0 X 295042 0 42939 Debra Laughery VP - Public Relations 60.0 0.0 X 299328 0 16610 MATTHEW NATHAN SENIOR VP - PHYSICIAN SERVICES 65.0 0.0 X 553901 0 20895 KAREN BASH CMO, NORTH HOSPITAL 60.0 0.0 X 361906 0 31233 RICK SHRUM VP & CHIEF STRATEGY OFFICER 60.0 0.0 X 350211 0 46129 JOHN PERRY VP MEDICAL EDUCATION 55.0 0.0 X 365903 0 40879 CHANTAL HOWARD END 4119 VP NURSING, RALEIGH 60.0 0.0 X 221413 0 24026 PETER MARKS VP & CIO 60.0 0.0 X 428256 0 20786 JEANENE R MARTIN SENIOR VP-HUMAN RESOURCES 55.0 0.0 X 411714 0 35663 THOMAS G CAVENDER VP FACILITIES & CONSTRUCTION 50.0 0.0 X 342441 0 28186 CAROLYN KNAUP SENIOR VP-AMBULATORY SERVICES 60.0 0.0 X 379541 0 37831 CYNTHIA ALNESS-BOILY SENIOR VP-OPERATIONS & CNO 60.0 0.0 X 433108 0 34090 GURVINDER S DEOL PHYSICIAN 65.0 0.0 X 1239647 0 36038 JONATHAN D CHAPPELL PHYSICIAN 60.0 0.0 X 968045 0 30678 TIMOTHY E HARRIS PHYSICIAN 60.0 0.0 X 883182 0 38242 Conor Regan Physician 55.0 0.0 X 991292 0 23260 BRYON BOULTON PHYSICIAN 61.0 0.0 X 1043291 0 35394 GEORGIA C HARRINGTON VP-OPS (END 4/6/18) 55.0 0.0 X 105617 0 11300 BETSY GASKINS-MCCLAINE VP HEART & VASCULAR 65.0 0.0 X 240997 0 23234 16776295 0 992686 1080 true true false UNIVERSITY OF NC HOSPITALS 211 FRIDAY CENTER DRIVE STE 2033 CHAPEL HILL NC 27517 HEALTH CARE SYSTEM 4168148 LABORATORY CORPORATION OF AMERICA PO BOX 12140 BURLINGTON NC 27216 DIAGNOSTIC TESTING 3125207 AMCOL SYSTEMS PO BOX 21625 COLUMBIA SC 29221 COLLECTION SERVICES 2928447 FRESENIUS MEDICAL CARE BMA WAKE 16343 COLLECTION CENTER DRIVE CHICAGO IL 60693 HEMODIALYSIS TRMNT. 2314848 WAKE EMERGENCY PHYSICIANS 210 TOWNE VILLAGE DRIVE CARY NC 27513 PHYSICIAN SERVICES 2165227 90 4790351 533551 5323902 PATIENT SERVICES 621511 1337958074 1337958074 0 0 NON - PATIENT SERVICES 621500 9189867 0 9189867 0 CAFETERIA 722210 5811367 0 0 5811367 PURCH DISC/REBATE/VHA 900099 2192166 2192166 0 0 OTHER OPERATING REVENUE 900099 32760823 12572628 1527073 18661122 4013907 4013907 1391926204 15433508 15433508 0 0 1202587 130265 1072322 0 1072322 1072322 1155723 1250213 -110637 2650063 1266360 -1399850 -133490 -133490 0 0 0 0 0 0 0 0 0 LOSS FROM JOINT VENTURES 900099 -206803 -206803 0 0 -206803 1413415643 1356529972 10716940 40844829 1890836 1890836 241225 241225 0 0 0 0 11593905 9275124 2318781 0 0 0 0 0 668524559 568245875 100278684 0 31341875 26640594 4701281 0 57996703 49297198 8699505 0 43067406 36607295 6460111 0 0 0 0 0 804628 756350 48278 0 305122 279339 25783 0 411497 386807 24690 0 0 0 1113183 1046392 66791 0 78647972 73929094 4718878 0 5915654 5560715 354939 0 36586115 34390948 2195167 0 20687662 19446402 1241260 0 0 0 0 0 27997689 26317828 1679861 0 1393033 1309451 83582 0 0 0 0 0 1038965 976627 62338 0 19851880 19851880 0 0 0 0 0 0 70627254 70627254 0 0 9486462 8917274 569188 0 MEDICAL SUPPLIES 197195304 197195304 0 0 GAP ASSESSMENT 31378870 29496138 1882732 0 REPAIRS AND MAINTENANCE 26834700 21467760 5366940 0 MINOR EQUIPMENT 11541605 10849109 692496 0 28980977 27242118 1738859 1385455081 1242244937 143210144 0 0 53965 55505 549422956 577882186 228162 248629 148500485 179030295 0 0 0 0 1836063 1065625 20962630 20519374 11609110 16130549 1620699930 1122170198 504057180 498529732 156200777 163341458 0 0 0 0 566301 360471 114599269 197996860 1508036898 1655160684 163132447 191195940 0 0 619450 347279 397702019 624979009 0 0 0 0 157000000 0 0 0 26958872 29148881 745412788 845671109 X 761814832 808720078 473772 434174 335506 335323 762624110 809489575 1508036898 1655160684 X 27960562 19373042 0 0 0 -468139 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false 0 false 0 false 0 false 0 true 559067 false 0 false 0 559067 false false SCHEDULE C, PART II-B, LINE 1 WAKEMED AND ITS OFFICE OF GOVERNMENT AFFAIRS WORK TO MAINTAIN AND STRENGTHEN EFFECTIVE RELATIONSHIPS WITH LEGISLATORS AND POLICY MAKERS AT THE STATE, LOCAL, AND NATIONAL LEVELS. THE OBJECTIVE IS TO ENSURE THAT WAKEMED'S POINT OF VIEW IS CONSISTENTLY AND CONTINUALLY HEARD SO THAT LEGISLATION, REGULATIONS, AND THE SETTING OF HEALTH POLICY SUPPORT THE ORGANIZATION'S ABILITY TO FULFILL ITS MISSION OF CARE FOR ALL, REGARDLESS OF THE ABILITY TO PAY. IN ADDITION, WAKEMED PAID ANNUAL DUES TO VARIOUS HOSPITAL ASSOCIATIONS. THESE HOSPITAL ASSOCIATIONS CONDUCT LOBBYING ACTIVITIES ON BEHALF OF ITS MEMBERS, AND AS SUCH, A PORTION OF THE HOSPITAL DUES ARE ALLOCATED TO LOBBYING. 335506 5026 5210 335322 336449 4238 5181 335506 337353 3448 4352 336449 335518 3601 1766 337353 332541 4776 1799 335518 0.00000 1.00000 0.00000 false false 0 3864369 3864369 0 634511414 354025544 280485870 0 37065098 21360757 15704341 0 895807338 727800992 168006346 0 49451711 18982905 30468806 498529732 RESTRICTED FUNDS 41031604 DESIGNATED FUNDS 106454749 OTHER EQUITY INVESTMENTS 36151808 PREPAID PENSION 14358699 197996860 0 TOTAL DUE TO THIRD PARTY PAYOR 3366204 ACCRUED CLAIMS PAYABLE 20255785 PENSION - DEFERRED INFLOW 3056245 DEFERRED LANDLORD INCENTIVES & RENTS 1574398 OTHER DEFERRED INFLOWS OF RESOURCES 896249 29148881 SCHEDULE D, PART V, LINE 4 Intended use of endowment funds THE ALLEN TRUST ENDOWMENT FUNDS ARE USED TO PROVIDE POOR AND INDIGENT PATIENTS WITH NEEDED PRIVATE NURSING CARE. WAKEMED DEFINES "POOR AND INDIGENT" AS THOSE WITH A FINANCIAL CLASS OF SELF - PAY OR MEDICAID. THE SITTER PROVIDING PRIVATE NURSING CARE MAY BE EITHER IN THE HOSPITAL OR IN A HOME SETTING. 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X X X X X true true X X X X true X SEE SECTION C X SEE SECTION C X SEE SECTION C X X X X X X true X false X X X X X true X false false FACILITY GROUP A ALL ANSWERS PROVIDED IN PART V, SECTION B & C PERTAIN TO FACILITY GROUP A, WHICH INCLUDES WAKEMED RALEIGH CAMPUS AND WAKEMED CARY HOSPITAL AS IDENTIFIED ON SCHEDULE H, PART V, SECTION A, LINES 1-2. SCHEDULE H, PART V, SECTION B, LINE 3E THE SIGNIFICANT HEALTH NEEDS OF WAKE COUNTY WERE IDENTIFIED IN THE 2019 COMMUNITY HEALTH NEEDS ASSESSMENT, WHICH WAS CONDUCTED IN COLLABORATION WITH THE AREAS OTHER HEALTH SYSTEMS, WAKE COUNTY HUMAN SERVICES, AND OTHER COMMUNITY AGENCIES. WHILE THERE WAS NOT A FOCUS ON SPECIFIC HEALTH CONDITIONS, THE PERCEIVED NEEDS WERE PRIORITIZED BASED ON THE RESEARCH DATA. THE PRIORITY AREAS FOR WAKE COUNTY ARE: TRANSPORTATION & TRANSIT, ACCESS TO HEALTH SERVICES, MENTAL HEALTH AND SUBSTANCE ABUSE, EMPLOYMENT, AND HOUSING & HOMELESSNESS. WHILE TRANSPORTATION MAY NOT SEEM RELATED TO HEALTH NEEDS, MANY ASPECTS OF DAILY LIFE REQUIRE USE OF TRANSPORTATION, INCLUDING EMPLOYMENT, EDUCATION, ACCESS TO NUTRITIONAL FOODS, AND ACCESS TO HEALTHCARE SERVICES, AND ALL OF THESE FACTOR INTO ONES OVERALL HEALTH. FURTHER, TRANSPORTATION ALSO IMPACTS PHYSICAL ACTIVITY. THE TRANSPORTATION INFRASTRUCTURES IN WAKE COUNTY HAVE STRUGGLED TO KEEP UP WITH THE POPULATION GROWTH EXPERIENCED WITHIN THE COUNTY OVER RECENT YEARS. THE ABILITY TO ACCESS HEALTH SERVICES IS A CRITICAL PUBLIC HEALTH ISSUE, AS PRIMARY AND PREVENTATIVE SERVICES CAN HELP TO PREVENT OR MANAGE CHRONIC ILLNESSES THUS IMPROVING THE HEALTH OF THE COMMUNITY. A LACK OF FACILITIES AND SPECIALISTS IN LOCAL COMMUNITIES ACROSS THE COUNTY WERE NOTED AS BEING BARRIERS TO ACCESSING CARE AS WERE THE NEED FOR MORE SLIDING SCALE PROVIDERS. THE TRADITIONAL HOURS OFFERED BY MANY HEALTHCARE PROVIDERS ALSO CREATE A BARRIER TO ACCESSING CARE FOR MANY INDIVIDUALS AND FAMILIES WHO ARE FORCED TO MISS AN ENTIRE OR PARTIAL DAY OF WORK IN ORDER TO GO TO THE DOCTOR. WAKE COUNTY HAS EXPERIENCED AN INCREASE IN THE PREVALENCE AND SEVERITY OF MENTAL HEALTH AND SUBSTANCE ABUSE PROBLEMS OVER RECENT YEARS. AT THE SAME TIME, THE AVAILABILITY OF RESOURCES AND ACCESS TO SERVICES FOR PEOPLE SUFFERING WITH THESE PROBLEMS HAS DECLINED. MENTAL HEALTH AND SUBSTANCE ABUSE WERE IDENTIFIED AS PRIORITY AREAS IN SEVEN OF THE EIGHT SERVICE ZONES AND WAKE COUNTY OVERALL. REASONS THAT MENTAL HEALTH AND SUBSTANCE USE WERE IDENTIFIED INCLUDE: HIGH SUICIDE RATES, SMOKING, NUMBER OF PEOPLE REPORTING POOR MENTAL HEALTH DAYS, RATE OF MENTAL HEALTH EMERGENCY DEPARTMENT, ALCOHOL-IMPAIRED DRIVING DEALTHS, PERCENTAGE OF PEOPLE EXPOSED TO SECONDHAND SMOKE, PERSONS SERVED IN NC STATE ALCOHOL AND DRUG TREATMENT CENTERS. THE EMPLOYMENT PRIORITY INCLUDES INFORMATION RELATED TO HOW MANY PEOPLE HAVE JOBS, WHAT TYPES OF JOBS THEY HAVE, AND WHETHER PEOPLE FEEL THEY CAN GET A GOOD JOB IN WAKE COUNTY. THE HOUSING AND HOMELESSNESS PRIORITY CONTAINS INFORMATION RELATED TO THE COST OF HOUSING, HOUSING CHOICES, AND NUMBER OF PERSONS EXPERIENCING HOMELESSNESS. SCHEDULE H, PART V, SECTION B, LINE 5 THE FOLLOWING RESPONSES APPLY TO ALL FACILITIES WITHIN THE GROUP, UNLESS OTHERWISE NOTED. AS INDICATED IN THE EXECUTIVE SUMMARY AND THE FULL 2019 CHNA REPORT, WAKEMED PARTNERED WITH OVER 100 AGENCY AND COMMUNITY PARTNERS IN WAKE COUNTY TO CONDUCT THE COLLABORATIVE COMMUNITY HEALTH NEEDS ASSESSMENT IN LATE 2018 THROUGH EARLY 2019. THE NEXT CHNA WILL BE COMPLETED IN 2021. THE PURPOSE OF WAKE COUNTYS CHNA IS TO IDENTIFY HEALTH STATUS CONCERNS AND RESOURCES IN WAKE COUNTY, REPORT FINDINGS, WORK WITH THE COMMUNITY TO DETERMINE PRIORITY ISSUES TO BE ADDRESSED, AND DEVELOP A COMMUNITY-BASED ACTION PLAN TO ADDRESS IDENTIFIED CONCERNS. THE 2019 STUDY REPORT IS THE BASIS OF THE IMPLEMENTATION PLAN. A MULTI-STEP PROCESS WAS USED TO ASSESS THE COMMUNITY HEALTH NEEDS, CHALLENGES, AND OPPORTUNITIES OF WAKE COUNTY. MULTIPLE SOURCES OF PUBLICLY AVAILABLE INFORMATION, ALONG WITH DIVERSE COMMUNITY INPUT, WERE INCORPORATED IN THE STUDY IN ORDER TO PAINT A MORE COMPLETE PICTURE OF WAKE COUNTYS HEALTH NEEDS. PRIMARY RESEARCH DATA WAS COLLECTED VIA TELEPHONE SURVEYS, INTERNET SURVEYS, AND FOCUS GROUPS. IN ADDITION, COMMUNITY IMPUT AND PRIORTIZATION SESSIONS WERE HELD. IN TOTAL MORE THAN 5,900 PEOPLE PARTICIPATED IN THE PROCESS. TIME PERIOD FOR INPUT: THE COLLECTION PERIOD BEGAN IN MAY 2018 DATA WAS GATHERED THROUGH OCTOBER 2018. DESCRIPTION OF MEDICALLY UNDERSERVED, LOW-INCOME OR MINORITY POPULATIONS THAT PROVIDED INPUT: MEDICALLY UNDERSERVED INCLUDE THOSE WITHOUT MEDICAL INSURANCE OR ACCESS TO MEDICAL CARE. DATA SUCH AS RATES OF FREE AND REDUCED LUNCH, FOOD INSECURITY, HOMELESSNESS, POVERTY RATES / MEDIAN INCOME DESCRIBED LOW-INCOME RESIDENTS IN THE COUNTY. RACIAL AND ETHNIC MINORITY POPULATIONS, THE HOMELESS POPULATION, LIMITED ENGLISH-SPEAKING HOUSEHOLDS, AND SPANISH-SPEAKING RESIDENTS DESCRIBE THE MINORITY POPULATIONS FROM WHOM DATA WAS GATHERED. INPUT BY MEDICALLY UNDERSERVED, LOW-INCOME OR MINORITY POPULATIONS: SIGNIFICANT EFFORT WAS PUT INTO UNDERSTANDING THE EXISTING RACIAL/ETHNIC, UNDERSERVED, MEDIAN INCOME/POVERTY LEVEL MAKE-UP OF THE COUNTY. LIMITATIONS ON THE GATHERING OF DATA FOR THE MEDICALLY UNDERSERVED, LOW-INCOME OR MINORITY POPULATIONS WERE RECOGNIZED. SUCH LIMITATIONS INCLUDE ZIP CODE/CENSUS TRACT ISSUES AND LEGAL AND PRACTICAL ISSUES GATHERING DATA FOR CHILDREN, "STALE" DATA, AND ACCESS TO THESE POPULATIONS. UNDERSTANDING THE LIMITATIONS AND TACKLING THE CHALLENGES POSED BY THESE LIMITATIONS WERE KEY IN GATHERING THE NECESSARY INPUT FROM THESE POPULATIONS. IT WAS RECOGNIZED THAT PARTNERING WITH LOCAL ORGANIZATIONS THAT HAVE ACCESS TO THESE POPULATIONS LED TO NUMEROUS PARTNERSHIPS IN THE PROCESS. THE METHODOLOGY WAS DEVELOPED WITH SPECIAL ATTENTION GIVEN TO THE GATHERING OF DATA FROM THESE SUB-POPULATIONS SINCE IT WAS DETERMINED THAT THE 2013 CHNA DATA-GATHERING FELL SHORT IN THIS AREA. BOTH PRIMARY AND SECONDARY DATA WAS GATHERED. PRIMARY DATA COLLECTED INCLUDED DATA GATHERED THROUGH A TELEPHONE SURVEY (WHICH WAS STATISTICALLY REPRESENTATIVE OF THE COUNTY AS A WHOLE) AS WELL AS A WEB-BASED SURVEY WHICH ALLOWED FOR ADDITIONAL COMMUNITY INPUT. FOCUS GROUPS WERE ALSO CONDUCTED AT NUMEROUS LOCATIONS THROUGHOUT THE COUNTY TO ENSURE GEOGRAPHIC REPRESENTATION OF THE ENTIRE COUNTY. SPECIAL FOCUS GROUPS DEDICATED TO OBTAINING INPUT FROM THE SPANISH-SPEAKING AND HOMELESS POPULATIONS WERE ALSO HELD. A SPECIFIC EXAMPLE OF PRIMARY DATA GATHERED FOR LOW-INCOME RESIDENTS WAS A FOCUS GROUP MADE UP OF HOMELESS INDIVIDUALS COORDINATED THROUGH LOVE WINS MINISRTY. LASTLY, THE PRIORITIZATION PROCESS WHICH CONCLUDED THE DATA COLLECTION PERIOD PROVIDED THE ENTIRE COMMUNITY OF WAKE COUNTY WITH THE OPPORTUNITY TO DECIDE WHICH ISSUES SHOULD BE THE FOCUS OF CHNA ACTION PLANS FOR THE NEXT THREE YEARS. SECONDARY DATA RELATED TO THE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS WERE ALSO GATHERED THROUGHOUT THE PROCESS FROM EXISTING SOURCES. IN ADDITION, INPUT FROM NUMEROUS COMMUNITY ORGANIZATIONS WITH KNOWLEDGE OF THE ISSUES THAT NEED TO BE ADDRESSED WITHIN WAKE COUNTY WAS GATHERED THROUGHOUT THE ENTIRE PROCESS. FOR EXAMPLE, ADVANCE COMMUNITY HEALTH, A FEDERALLY-QUALIFIED HEALTH CENTER (FQHC), WHICH SERVES A SIGNIFICANT PORTION OF MEDICALLY UNDERSERVED AND LOW-INCOME RESIDENTS WITHIN WAKE COUNTY, WAS A PARTICIPATING ORGANIZATION THROUGHOUT THE PROCESS. WAKEMED MANAGEMENT BELIEVES THAT THE 2019 CHNA ADEQUATELY INCORPORATES INPUT FROM THE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS. SCHEDULE H, PART V, SECTION B, LINE 6A THE FOLLOWING RESPONSES APPLY TO ALL FACILITIES WITHIN THE GROUP, UNLESS OTHERWISE NOTED. WAKE COUNTY HUMAN SERVICES, DUKE HEALTH RALEIGH, REX HEALTHCARE, ADVANCE COMMUNITY HEALTH (FORMERLY WAKE HEALTH SERVICES), AND WAKEMED IN ADDITION TO NUMEROUS OTHER NON-PROFIT ORGANIZATIONS. SCHEDULE H, PART V, SECTION B, LINE 6B WAKE COUNTY HUMAN SERVICES, YOUTH THRIVE, AND TRIANGLE UNITED WAY SCHEDULE H, PART V, SECTION B, LINE 7A HTTP://WWW.WAKEMED.ORG/DOCUMENTS/COMMUNITY/2019-WAKE-COUNTY-CHNA-REPORT-FI NAL.PDF SCHEDULE H, PART V, SECTION B, LINE 7B HTTP://WWW.WAKEGOV.COM/HUMANSERVICES/DATA/DOCUMENTS/2016%20WAKE%20COUNTY%2 0CHNA%20FULL%20DOCUMENT%20FINAL.PDF SCHEDULE H, PART V, SECTION B, LINE 10A http://www.wakemed.org/documents/community/2019-CHNA-initiatives.pdf SCHEDULE H, PART V, SECTION B, LINE 11 OUR CHNA PRIORITIZATION PROCESS RESULTED IN 21 KEY AREAS OF FOCUS, SOME OF WHICH APPLY MORE TO HOSPITALS THAN OTHERS. FROM THE LIST OF 21 IDENTIFIED NEEDS, THE FOLLOWING CATEGORIES WERE IDENTIFIED AS THE FIVE PRIORITY AREAS FOR WAKE COUNTY THAT WILL BE ADDRESSED OVER THE NEXT THREE YEARS: - TRANSPORTATION & TRANSIT OPTIONS; - ACCESS TO HEALTH SERVICES; - MENTAL HEALTH AND SUBSTANCE ABUSE; - EMPLOYMENT; AND - HOUSING & HOMELESSNESS WAKEMED'S IMPLEMENTATION PLAN ADDRESSES EACH PRIORITY AREA. (HTTPS://WWW.WAKEMED.ORG/DOCUMENTS/COMMUNITY/2019-CHNA-PLAN.PDF) THE IMPLEMENTATION PLAN DETAILS THE SERVICES AND PROGRAMS WAKEMED OFFERS OR IS PARTNERING WITH OTHER ORGANIZATIONS TO PROVIDE TO THE COMMUNITY. SCHEDULE H, PART V, SECTION B, LINE 16A HTTP://WWW.WAKEMED.ORG/WORKFILES/REGULATORY/CHARITY-CARE-POLICY.PDF HTTPS://WWW.WAKEMED.ORG/WORKFILES/REGULATORY/CHARITY-CARE-POLICY-SPANISH.P DF SCHEDULE H, PART V, SECTION B, LINE 16B HTTP://WWW.WAKEMED.ORG/WORKFILES/REGULATORY/FINANCIAL-ASSISTANCE-APPLICATI ON-ENGLISH.PDF HTTP://WWW.WAKEMED.ORG/WORKFILES/REGULATORY/FINANCIAL-ASSISTANCE-APPLICATI ON-SPANISH.PDF SCHEDULE H, PART V, SECTION B, LINE 16C HTTP://WWW.WAKEMED.ORG/WORKFILES/REGULATORY/FINANCIAL-ASSISTANCE-POLICY-SU MMARY-ENGLISH.PDF HTTP://WWW.WAKEMED.ORG/WORKFILES/REGULATORY/FINANCIAL-ASSISTANCE-POLICY-SU MMARY-SPANISH.PDF SCHEDULE H, PART V, SECTION B, LINE 20E WAKEMED ALSO NOTIFIED PATIENTS AT ADMISSION AND DISCHARGE OF SERVICES ABOUT THE FINANCIAL ASSISTANCE POLICY AND PROVIDED DOCUMENTATION AS REQUESTED. 11 WAKE SPECIALTY PHYSICIANS LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 MEDICAL PRACTICE WAKEMED NORTH 10000 FALLS OF THE NEUSE ROAD RALEIGH NC 27614 SURG., PREGNANCY, CHILDBIRTH, OP/AMB SURG. CENTER WAKEMED REHAB HOSPITAL 3000 NEW BERN AVENUE RALEIGH NC 27610 PHYS MED/REHAB HOSP., PHYS SPCH/OCCUP THERAPY WAKEMED GARNER HEALTHPLEX 400 US 70 EAST GARNER NC 27529 EMERG. DEPT., LABORATORY, RADIOLOGY WAKEMED SPECIALISTS GROUP 3000 NEW BERN AVENUE RALEIGH NC 27610 MEDICAL PRACTICES WAKEMED APEX HEALTHPLEX 120 HEALTHPLEX WAY APEX NC 27502 EMERG. DEPT., LABORATORY, RADIOLOGY WAKEMED BRIER CREEK HEALTHPLEX 8001 TW ALEXANDER DRIVE RALEIGH NC 27617 EMERG. DEPT., LABORATORY, RADIOLOGY WAKEMED HOME HEALTH 2920 HIGHWOODS BOULEVARD SUITE 200 RALEIGH NC 27604 HOME HEALTH, HOME IV THERAPY, PRIVATE DUTY NURSING WAKEMED MEDICAL PARK 23 SUNNYBROOK ROAD RALEIGH NC 27610 LABORATORY, RADIOLOGY WAKEMED CLAYTON MEDICAL PARK 555 MEDICAL PARK CLAYTON NC 27520 REHAB THERAPY WAKEMED WAKE FOREST ROAD 3701 WAKE FOREST ROAD RALEIGH NC 27609 PHYS, OCCUP, SPCH/PEDS SPCH THERAPY SCHEDULE H, PART I, LINE 3B Criteria for Determining eligibility for free or discounted care DISCOUNTED CARE IS AVAILABLE FOR THOSE AT THE 300% OF THE FPG. FURTHER, ALL PATIENTS WITHOUT INSURANCE QUALIFY FOR AN AUTOMATIC 50% DISCOUNT WITHOUT CONSIDERATION OF FPG. SCHEDULE H, PART I, LINE 7A CHARITY CARE IS REPORTED AS THE SYSTEM'S CHARITY CARE AT COST, USING A COST TO CHARGE RATION CALCULATED AS IN WORKSHEET 2. SCHEDULE H, PART I, LINE 7B MEDICAID COSTS ARE DERIVED FROM OUR COST ACCOUNTING SYSTEM, WHICH ADDRESSES ALL PATIENT SEGMENTS. SCHEDULE H, PART I, LINE 7C COSTS OF OTHER GOVERNMENT PROGRAMS ARE DERIVED FROM OUR COST ACCOUNTING SYSTEM, WHICH ADDRESSES ALL PATIENT SEGMENTS. SCHEDULE H, PART I, LINE 7F PER MEDICARE COST REPORT SCHEDULE H, PART II COMMUNITY BUILDING ACTIVITIES WAKEMED IS ACTIVELY INVOLVED IN NOT ONLY IMPROVING THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE, BUT IS ALSO SUPPORTIVE OF COMMUNITY BUILDING ACTIVITIES. WAKEMED HAS BEGUN EFFORTS TO IMPROVE THE NEIGHBORHOOD AROUND THE HOSPITAL AND ENCOURAGE REDEVELOPMENT AND PHYSICAL IMPROVEMENTS. A COALITION OF LOCAL BUSINESS AND COMMUNITY LEADERS ARE WORKING TO REDUCE CRIME, BEAUTIFY THE AREA, ATTRACT RETAIL BUSINESSES AND RESTAURANTS, AND FOSTER NEW MEDICAL DEVELOPMENT AROUND THE MAIN HOSPITAL CAMPUS IN DOWNTOWN RALEIGH, WHICH IS AN ECONOMICALLY DEPRESSED AREA. WE HAVE ALSO INVESTED IN THE WAKE TECHNICAL COMMUNITY COLLEGE FACILITY GROWTH WHICH IS VITAL TO EDUCATING FUTURE NURSES, RADIOLOGY TECHS, EMERGENCY RESPONSE PERSONNEL AND OTHERS. OUR WORKFORCE DEVELOPMENT PROGRAM WORKS WITH YOUTH, HEALTH SCIENCE STUDENTS AND THOSE IN A VARIETY OF HEALTH PROFESSIONS PROGRAMS WITH MENTORING, RESIDENCIES, CLINICAL ROTATIONS, AND EDUCATION ALL WITH THE PURPOSE OF PREPARING FOR THE WORKFORCE OF TOMORROW. WE PARTNER WITH NUMEROUS COLLEGES, UNIVERSITIES, COMMUNITY COLLEGES AND HIGH SCHOOLS THROUGHOUT THE REGION AND OUR CAMPUS IS HOME TO THE WAKE EARLY COLLEGE HIGH SCHOOL. WAKEMED IS ALSO HOME TO WAKE AREA HEALTH EDUCATION CENTER, A PROGRAM OF THE UNIVERSITY OF NORTH CAROLINA WHICH PROVIDES ACCREDITED EDUCATION PROGRAMS TO NURSES, ALLIED HEALTH PROFESSIONALS AND PHYSICIANS THROUGHOUT THE REGION. WAKEMED ALSO WORKS CLOSELY WITH THE INVESTMENT OF CASH AND EXPERTISE FOR THE EIGHT MUNICIPALITIES IN OUR COUNTY AND THE WAKE COUNTY ECONOMIC DEVELOPMENT COUNCIL TO ATTRACT NEW JOBS AND GROW INDUSTRY AND BUSINESS, WHILE ALSO HELPS TO ATTRACT NEW TALENT TO THE AREA FOR GROWING BUSINESSES WITH A FOCUS ON INCLUSION. A HEALTHY ECONOMY ULTIMATELY LEADS TO THE HEALTHIER COMMUNITY. OUR COMMUNITY HEALTH IMPROVEMENT ACTIVITIES ARE NUMEROUS AND INCLUDE BEING THE LEAD AGENCY FOR SAFEKIDS, ENERGIZE, ASTHMA COALITION, COMMUNITY HEALTH PROJECT AND MORE. EACH IS WORKING TO SUPPORT PROGRAMS AND POLICIES THAT IMPROVE PUBLIC HEALTH AND ACCESS TO HEALTH CARE. WE ARE ALSO PARTNERING WITH COUNTY AND OTHER OFFICIALS, AS WELL AS OTHER COMMUNITY-BASED ORGANIZATIONS ON INITIATIVES THAT WILL IMPROVE ACCESS TO MENTAL HEALTH SERVICES, A GROWING CRISIS IN OUR COMMUNITY. THE OVERALL GOAL IS TO MAKE OUR COMMUNITY A HEALTHIER PLACE TO LIVE AND WORK. SCHEDULE H, PART III, LINE 2 THE AMOUNT REPORTED IN PART III, LINE 2 IS THE SYSTEM BAD DEBT AT COST. CHARITY AND BAD DEBT ACCOUNTS ARE RECORDED AT CURRENT ACCOUNT BALANCE LEVELS. THE BALANCE MAY BE NET OF CONTRACTUAL ALLOWANCES AND/OR PAYMENTS RECEIVED. FOR EXAMPLE, BAD DEBT OR CHARITY RESULTING FROM AN UNPAID PATIENT LIABILITY AFTER INSURANCE IS RECORDED AT THE AMOUNT UNPAID BY THE PATIENT. SCHEDULE H, PART III, LINE 3 PATIENTS ARE PROVIDED WITH INFORMATION ABOUT FINANCIAL ASSISTANCE AT REGISTRATION, DISCHARGE, PHONE CALLS, ON THE WEBSITE, AND A PLAIN LANGUAGE SUMMARY OF FINANCIAL ASSISTANCE IS SENT WITH EVERY STATEMENT. IN ORDER TO QUALIFY, A PATIENT MUST APPLY AND MEET FINANCIAL ASSISTANCE POLICY (FAP) REQUIREMENTS. SCHEDULE H, PART III, LINE 4 THE TEXT OF THE FOOTNOTE TO WAKEMED'S FINANCIAL STATEMENTS REGARDING BAD DEBT EXPENSE IS AS FOLLOWS: "WAKEMED HAS PRESENTED ITS PROVISION FOR UNCOLLECTABLE ACCOUNTS AS A DIRECT REDUCTION OF PATIENT SERVICE REVENUE. BASED ON MANAGEMENT'S INTERPRETATION OF THE REQUIREMENTS OF GASB STATEMENT NO. 34, GOVERNMENTAL HEALTH CARE ORGANIZATIONS ARE REQUIRED TO PRESENT UNCOLLECTABLE ACCOUNTS AS A COMPONENT OF NET PATIENT SERVICE REVENUE RATHER THAN WITHIN OPERATING EXPENSES". SCHEDULE H, PART III, LINE 8A TREATMENT OF MEDICARE SHORTFALL AS COMMUNITY BENEFIT WAKEMED BELIEVES THAT ALL OF THE $110,098,237 MEDICARE SHORTFALL SHOULD BE CONSIDERED A COMMUNITTY BENEFIT. THE IRS COMMUNITY BENEFIT STANDARD INCLUDES THE PROVISION OF CARE TO THE ELDERLY AND MEDICARE PATIENTS. MEDICARE SHORTFALLS MUST BE ABSORBED BY THE WAKEMED HOSPITALS IN ORDER TO CONTINUE TREATING THE ELDERLY IN OUR COMMUNITY. THIS YEAR, MEDICARE ACCOUNTED FOR 38.8% OF HOSPITAL REVENUE. THE HOSPITAL PROVIDES CARE REGARDLESS OF THIS SHORTFALL AND THEREBY RELIEVES THE FEDERAL GOVERNMENT OF THE BURDEN OF PAYING THE FULL COST FOR MEDICARE BENEFICIARIES. IF THE WAKEMED MEDICARE WERE TREATED AS COMMUNITY BENEFIT, THE PERCENT OF TOTAL EXPENSES ATTRIBUTABLE TO COMMUNITY BENEFIT WOULD INCREASE FROM 10.78% TO 18.72%. SCHEDULE H, PART III, LINE 8B MEDICARE COSTING METHODOLOGY THE MEDICARE ALLOWABLE COSTS WERE DETERMINED FROM THE MEDICARE COST REPORT, AS SPECIFIED IN THE PROVIDER REIMBURSEMENT MANUAL. SCHEDULE H, PART III, LINE 9B APPLICATION OF COLLECTION PRACTICES TO THOSE QUALIFYING FOR FINANCIAL ASSISTANCE WAKEMED PROVIDES MANY OPPORTUNITIES TO EDUCATE PATIENTS ON OUR FINANCIAL ASSISTANCE PROGRAM PRIOR TO DISCHARGE AND AGAIN WHEN THE FIRST BILL IS RECEIVED. IN ORDER TO MAKE SURE WE REACH OUT TO OUR PATIENTS, WE SEND AT LEAST FOUR STATEMENTS AND ALSO MAKE FOLLOW-UP CALLS. EACH STATEMENT REFERENCES THE FINANCIAL ASSISTANCE PROGRAM AND INCLUDES A PLAIN LANGUAGE SUMMARY OF OUR FINANCIAL ASSISTANCE PROGRAM. PATIENTS ARE SCREENED FOR FINANCIAL ASSISTANCE AND ARE GIVEN OPPORTUNITIES TO APPLY. IF A PATIENT CHOOSES NOT TO APPLY, OR DOES NOT QUALIFY, THEY ARE GIVEN THE OPPORTUNITY FOR OTHER PAYMENT ARRANGEMENTS. IF THE PATIENT DID NOT APPLY FOR FINANCIAL ASSISTANCE AND ENDS UP IN COLLECTIONS, AN APPLICATION FOR FINANCIAL ASSISTANCE IS PROVIDED. PRIOR TO SENDING TO COLLECTIONS, ALL PATIENT ACCOUNTS ARE ROUTED THRU A PRESUMPTIVE CHARITY PROCESS WHERE THEY ARE AUTOMATICALLY SCREENED FOR ASSISTANCE. THE PATIENT AT THAT POINT HAS THE OPPORTUNITY TO APPLY; ALL COLLECTION EFFORTS CEASE ONCE THE APPLICATION IS RECEIVED, EVEN IF THE APPLICATION IS MISSING DOCUMENTATION. SCHEDULE H, PART VI, LINE 2 NEEDS ASSESSMENT THE COMMUNITY NEEDS ASSESSMENT IS A PROCESS THAT HELPS TO IDENTIFY FACTORS AFFECTING OUR COUNTY, DETERMINE RESOURCES NEEDED TO ADDRESS THESE FACTORS, AND DEVELOP A PLAN OF ACTION TO ADDRESS THE NEEDS OF THE COMMUNITY WE SERVE. DURING LATE 2018 AND EARLY 2019, WAKEMED HEALTH & HOSPITALS JOINED WITH DUKE HEALTH RALEIGH, UNC REX HEALTHCARE, ADVANCE COMMUNITY , TRIANGLE UNITED WAY, WAKE COUNTY HUMAN SERVICES, YOUTH THRIVE, AND OTHERS TO JOINTLY CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THE ASSESSMENT WAS COMPLETED IN JUNE OF 2019. THE ASSESSMENT INVOLVED INPUT FROM HUNDREDS OF WAKE COUNTY RESIDENTS AND PUBLIC HEALTH LEADERS THROUGH SURVEYS, FOCUS GROUPS, AND STEERING COMMITTEE MEMBERS. IN ADDITION, SECONDARY RESEARCH WAS COMPLETED TO COMPARE INFORMATION WE RECEIVED FROM OTHER NATIONAL STUDIES. THE CHNA CAN BE FOUND ON THE WAKEMED WEBSITE: https://www.wakemed.org/documents/community/2019-Wake-County-CHNA-Report-F inal.pdf IN ADDITION TO THIS PRIMARY DATA, WAKEMEDS CORPORATE PLANNING DEPARTMENT COLLECTS AND ANALYZES MULTIPLE OTHER SOURCES OF SECONDARY DATA WHICH HELPS US UNDERSTAND DEMOGRAPHIC, SOCIOGRAPHIC, AND HEALTH TRENDS. WITH THE GOAL OF ENHANCING ACCESS, THE STAFF IS ALSO CHARGED WITH FORECASTING FUTURE NEEDS AND PLANNING TO MEET THOSE NEEDS. THIS PROCESS INCLUDES A CAREFUL ANALYSIS OF CURRENT SYSTEM CAPACITIES AND PROJECTS FUTURE NEEDED CAPACITY TO MEET POPULATION GROWTH AND DEMOGRAPHIC CHANGES. IN 2017, THE WAKE COUNTY BOARD OF COMMISSIONERS APPOINTED A POPULATION HEALTH TASK FORCE. THE TASK FORCE CONSIDERED A WEALTH OF DATA, RESEARCH, COMMUNITY FEEDBACK, AND NATIONAL BEST PRACTICES. AS A CONCEPT OF HEALTH, "POPULATION HEALTH" IS DEFINED AS 'THE HEALTH OUTCOMES OF A GROUP OF INDIVIDUALS, INCLUDING THE DISTRIBUTION OF SUCH OUTCOMES WITHIN THE GROUP.' IT IS AN APPROACH THAT CONSIDERS BOTH HEALTH OUTCOMES AND THE DETERMINANTS OF THOSE OUTCOMES. OUR GOAL IS TO EMPLOY A BROAD DEFINITION OF "HEALTH" WHICH IS A STATE OF COMPLETE PHYSICAL, MENTAL, AND SOCIAL WELL-BEING NOT MERELY THE ABSENCE OF DISEASE OR INFIRMITY. STUDIES SHOW THAT ONLY 20 PERCENT OF HEALTH OUTCOMES ARE ACHIEVED THROUGH THE PROVISION OF MEDICAL CARE THE REST IS A COMBINATION OF A PERSONS GENETICS, HEALTHY BEHAVIORS, SOCIAL AND ECONOMIC FACTORS, AND THE PHYSICAL ENVIRONMENT. THIS BROAD DEFINITION OF "HEALTH" CANNOT BE ACHIEVED SOLELY BY THE PROVISION OF AFFORDABLE, ACCESSIBLE, AND QUALITY HEALTHCARE. IT CAN ONLY BE ACHIEVED BY ALIGNING MEDICAL CARE WITH "SOCIAL DETERMINATIONS OF HEALTH" TO MAKE PREVENTION AND WELLNESS ACTIVITIES THE EASY CHOICE AND IMPROVE HEALTH THROUGHOUT ALL STAGES OF LIFE. UNDERSTANDING THAT HEALTH IS IMPACTED BY MORE THAN MEDICAL CARE INCLUDING SUCH THINGS AS ACCESS TO FOOD, HOUSING, EMPLOYMENT, EDUCATION, SOCIAL SUPPORT, AND A CLEAN ENVIRONMENT LIVE WELL WAKE STRIVES TO MAKE WAKE COUNTY A HEALTHIER PLACE TO LIVE FOR EVERYONE. LIVE WELL WAKE HAS EMERGED FROM THE WORK OF TWO PRE-EXISTING EFFORTS. THE WAKE COUNTY POPULATION HEALTH TASK FORCE, INITIATED BY THE BOARD OF COMMISSIONERS IN 2018, IDENTIFIED THE NEED FOR A STRUCTURED APPROACH TO CONVENING PARTNERS IN ORDER TO REALIZE THE TASK FORCES RECOMMENDATIONS. THIS STRUCTURE ALSO ENSURES ALIGNMENT WITH THE ONGOING COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS, WHICH IDENTIFIES THE HEALTH AND RESOURCE NEEDS OF WAKE COUNTY. THROUGH BRINGING TOGETHER STAKEHOLDERS IN THE BROADER COMMUNITY, GOVERNMENT, HEALTHCARE, AND BUSINESS, LIVE WELL WAKE AIMS TO ADDRESS WAKE COUNTYS BIGGEST CHALLENGES AS OUTLINED BY THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS. WORKING GROUPS HAVE BEEN FORMED TO ADDRESS THOSE SEVEN AREAS AND, USING A RESULTS-BASED ACCOUNTIBILITY FRAMEWORK, WILL AIM TO ACCELERATE PROGRESS TOWARDS MAKING THE LIVES OF ALL PEOPLE IN WAKE COUNTY BETTER. SCHEDULE H , PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE PATIENTS ARE PROVIDED WITH INFORMATION ABOUT FINANCIAL ASSISTANCE AT REGISTRATION, DISCHARGE, PHONE CALLS, AND A PLAIN LANGUAGE SUMMARY OF FINANCIAL ASSISTANCE IS SENT WITH EVERY STATEMENT. THIS INFORMATION IS ALSO AVAILABLE ON THE WEBSITE. IN ORDER TO QUALIFY, A PATIENT MUST APPLY AND MEET THE FAP REQUIREMENTS. WAKEMED POSTS THE REQUIRED EMTALA NOTICE AT ALL PORTALS OF ENTRY WHERE AN EMERGENCY DEPARTMENT IS PRESENT. THE SIGNAGE NOTES THAT WAKEMED PARTICIPATES IN THE MEDICARE PROGRAM. THE WAKEMED WEBSITE PROVIDES DETAILED INFORMATION REGARDING FINANCIAL ASSISTANCE AND CHARITY CARE. THE PATIENT BILLING AND FINANCIAL INFORMATION POLICY IS INCLUDED IN ALL INPATIENTS' "MY IMPORTANT PAPERS" FOLDER AND IS ADDRESSED IN THE PATIENT INFORMATION GUIDE AVAILABLE IN ALL INPATIENT ROOMS. IN ADDITION, THE FINANCIAL ASSISTANCE FORM IS LOCATED ON THE WEBSITE FOR ANY PATIENT TO COMPLETE AND SUBMIT. AS PART OF THE INTAKE PROCESS/REGISTRATION FOR ALL PATIENTS, WAKEMED PROVIDES A COPY OF THE PATIENT BILLING AND FINANCIAL INFORMATION POLICY, WHICH REFERS PATIENTS TO PATIENT FINANCIAL SERVICES IF THEY HAVE CONCERNS REGARDING THEIR ABILITY TO PAY THE BILL. ALL INPATIENTS AND PATIENTS SCHEDULED FOR OUTPATIENT PROCEDURES, AND WHO ARE DESIGNATED "UNINSURED" AT THE TIME OF ADMISSION, ARE CONTACTED PERSONALLY BY A FINANCIAL COUNSELOR. IN ADDITION, ANY PATIENT, REGARDLESS OF INSURANCE COVERAGE, MAY REQUEST TO SEE A FINANCIAL COUNSELOR. THE FINANCIAL CONSELOR WILL ASSESS POSSIBLE MEDICAID ELIGIBILITY AND PROVIDE AN APPLICATION/FINANCIAL STATEMENT THAT IS SUBMITTED TO PATIENT FINANCIAL SERVICES TO REQUEST ASSISTANCE WITH MEDICAL EXPENSES. WAKEMED ALSO HAS ON-SITE EMPLOYEES FROM WAKE COUNTY HUMAN SERVICES TO PROCESS MEDICAID APPLICATIONS FOR RESIDENTS OF WAKE COUNTY. ANY PATIENT WHO IS UNISURED AND MAY BE ELIGIBLE FOR DISABILITY IS REFERRED TO A WAKEMED DISABILITY SPECIALIST WHO ASSISTS WITH THE APPLICATION. WAKEMED INCLUDES INFORMATION REGARDING FINANCIAL ASSISTANCE TO ALL PATIENT BILLING STATEMENTS. SCHEDULE H, PART VI, LINE 4 COMMUNITY INFORMATION WHILE WAKEMED SERVES PATIENTS FROM ALL OF NORTH CAROLINA'S 100 COUNTIES AND BEYOND, ITS PRIMARY SERVICE AREA CAN BEST BE DESCRIBED AS THE COUNTIES CONTIGUOUS TO WAKE COUNTY. THE VAST MAJORITY OF PATIENTS COME FROM WAKE AND JOHNSTON COUNTIES. BOTH COUNTIES HAVE RAPIDLY GROWING SMALLER/SUBURBAN COMMUNITIES CENTERED AROUND THE CAPITAL CITY OF RALEIGH. THESE COMMUNITIES LOOK TO RALEIGH AS THEIR PRIMARY SOURCE FOR TERTIARY LEVEL CARE. THE MARKET IS DEMOGRAPHICALLY DIVERSE AND FIERCELY COMPETITIVE WITH THREE MAJOR HEALTH SYSTEMS COMPETING AGAINST ONE ANOTHER. WAKEMED SHOULDERS THE VAST MAJORITY OF CARE FOR THE UNINSURED AND UNDERINSURED, OFTEN EXCEEDING 80% OF THE BURDEN IN WAKE COUNTY. WAKE COUNTY WAS FOUNDED IN 1771 AND OCCUPIES APPROXIMATELY 860 SQUARE MILES IN THE PIEDMONT REGION OF NORTH CAROLINA. IN 1792, THE CITY OF RALEIGH WAS NAMED THE CAPITAL OF NORTH CAROLINA AND IT REMAINS THE MOST POPULOUS MUNICIPALITY IN WAKE COUNTY. WITH A POPULATION IN EXCESSS OF 1,000,000 PERSONS, THE COUNTY IS THE SECOND MOST POPULOUS COUNTY IN THE STATE. WAKE COUNTY IS HOME TO 12 MUNICIPALITIES. WAKE COUNTY HAS EXPERIENCED POPULATION GROWTH OVER RECENT YEARS; THIS GROWTH IS EXPECTED TO CONTINUE ACCORDING TO DATA FROM THE N.C. OFFICE OF STATE BUDGET AND MANAGEMENT, WAKE COUNTY IS PROJECTED TO GROW AT A HIGHER ANNUAL RATE THAN ITS PEER GEOGRAPHIES AT 2.1 PERCENT ANNUALLY FROM 2015 TO 2025 WITH THE ADDITION OF OVER 226,000 PEOPLE. AS SHOWN IN THE TABLE BELOW, RESIDENTS OF THESE TWO COUNTIES CURRENTLY EXCEED ONE MILLION IN POPULATION, AND THAT POPULATION HAS CONTINUED TO GROW EVEN AMIDST THE WORST ECONOMIC RECESSION IN MANY DECADES. THE POPULATION IS FAIRLY DIVERSE. RACE AND ETHNICITY INFORMATION ARE ALSO PRESENTED IN THE TABLE. WAKE COUNTY JOHNSTON COUNTY TOTAL 2015 1,006,053 184,322 1,190,375 2020 1,116,912 210,948 1,327,860 % CHANGE 11.0% (2.1%/ANNUM) 14.4% (2.7%/ANNUM) 11.5%(2.2%/ANNUM) RACE AND ETHNICITY 2015 WHITE 68% 81% 70% BLACK 22% 15% 21% ASIAN 6% 1% 6% OTHER/UNKNOWN 4% 3% 3% HISPANIC* 11% 15% 12% *(NOT CONSIDERED A RACE, INCLUDED IN TOTALS ABOVE) SCHEDULE H, PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH SINCE OPENING IN 1961, WAKEMED HAS BEEN AN INSTITUTION WITH AN UNWAVERING COMMITMENT TO THE COMMUNITIES IT SERVES BY IMPROVING THE HEALTH OF THE INDIVIDUALS AND FAMILIES WE SERVE. TODAY, WAKEMED OFFERS A BROAD RANGE OF PREVENTIVE, PRIMARY, ACUTE, AND TERTIARY SERVICES. AS WAKE COUNTY'S LARGEST PRIVATE EMPLOYER AND A CORNERSTONE OF THE COMMUNITY, WAKEMED IS AN ASSET RESIDENTS CAN DEPEND ON NOT ONLY FOR THE HIGHEST QUALITY OF HEALTH CARE INSIDE THE HOSPITAL AND OUTPATIENT FACILITIES, BUT FOR COMMUNITY OUTREACH IN THE FORM OF SCREENINGS, CLASSES, SEMINARS, HEALTH FAIRS, PREVENTIVE PROGRAMS, SUPPORT GROUPS, AND OTHER OUTREACH INITIATIVES. THE MAJORITY OF THE PROGRAMS ARE FREE AND ALL ARE DESIGNED TO IMPROVE HEALTH, EDUCATE, AND ENLIGHTEN BY OFFERING ACCESS TO EXPERTS, RESOURCES, AND HEALTH INFORMATION. IN ADDITION, OUR 1,200+ PERSON MEDICAL STAFF IS OPEN AND COMPRISED PRIMARILY OF INDEPENDENT PRACTITIONERS, ALTHOUGH THE NUMBER OF EMPLOYED PHYSICIANS IS GROWING AND NOW TOTALS MORE THAN 370 PHYSICIANS. EACH YEAR WE SERVE, SUPPORT, AND WORK CLOSELY WITH THE COMMUNITY IN MANY WAYS. WE ABSORB THE HEALTH CARE COSTS OF THOSE WHO COME TO US UNABLE TO PAY FOR THEIR CARE. WE EDUCATE AND TRAIN PHYSICIANS AND CAREGIVERS. WE DEVELOP NEW SERVICES AND INITIATIVES TO ENHANCE ACCESS AND MEET THE NEEDS OF THE UNDERSERVED. WE PARTNER WITH A VARIETY OF COMMUNITY-BASED ORGANIZATIONS TO DEVELOP PROGRAMS THAT ANSWER A SPECIFIC COMMUNITY HEALTH NEED. WE PROVIDE DONATIONS TO COMMUNITY CHARITIES AND ORGANIZATIONS WHOSE GOALS SUPPORT OUR MISSION. AND WE OFFER A HOST OF COMMUNITY OUTREACH AND EDUCATION PROGRAMS TARGETED TO THE UNDERSERVED AND AT-RISK POPULATIONS FOR CARDIOVASCULAR DISEASE, DIABETES, STROKE, AND AVOIDABLE INJURIES, AMONG OTHERS. BEYOND THE CARE CURRENTLY PROVIDED WITHIN OUR FACILITIES, WAKEMED CONTINUES TO DEVELOP PROGRAMS AND SERVICES IN THOSE AREAS WHICH ARE UNDERSERVED AND ARE GROWING. ACCESS TO PRIMARY CARE PROVIDERS IS A CRITICAL NEED. AS A RESULT, WE CONTINUE TO EXPAND OUR NETWORK OF PRIMARY CARE PROVIDERS WHO SERVE COMMUNITY RESIDENTS, REGARDLESS OF THEIR ABILITY TO PAY. WAKEMED HELPS IMPROVE THE HEALTH OF THE COMMUNITY BY OUTREACH THAT TAKES ON MANY FORMS FROM THE DIRECT PROVISION OF CARE TO MENTORING AT-RISK YOUTH. AREAS OF FOCUS FOR THE SYSTEM ARE CENTERED ON: --IMPROVED ACCESS TO CARE THROUGH GEOGRAPHICALLY DISPERSED OUTPATIENT FACILITIES, PRIMARY CARE PHYSICIANS, EMERGENCY DEPARTMENTS, AND NOW VIRTUAL CARE OPTIONS. WE ALSO WORK CLOSELY WITH THE COMMUNITY TO IMPROVE ACCESS AND AFFORDABILITY FOR THE UNDERSERVED POPULATIONS OF THE COMMUNITY. THIS IS DONE IN PART BY COLLABORATING WITH COMMUNITY PARTNERS SO THAT HEALTH CARE GAPS ARE ADDRESSED. --WORKING CLOSELY WITH PATIENTS AND THE COMMUNITY TO PROMOTE AND SUPPORT THE OPTIMAL PREVENTION AND MANAGEMENT OF CHRONIC DISEASES, INJURIES AND ILLNESS IN OUR MOST VULNERABLE POPULATIONS, ESPECIALLY CHILDREN. WE ALSO HAVE AN INCREASED FOCUS ON IMPROVING AND MAINTANING CARDIOVASCULAR HEALTH, WITH AN EMPHASIS ON ADDRESSING HEART DISEASE, STROKE, AND DIABETES PERTINENT TO BUILDING A HEALTHIER COMMUNITY. --DEVELOPMENT OF A COMPREHENSIVE POPULATION HEALTH PROGRAM ANCHORED BY AN ACCOUNTABLE CARE ORGANIZATION WITH OVER 200,000 COVERED LIVES FROM PARTNERING WITH CMS AND THE MAJOR INSURES WITHIN THE MARKET. WITH A FOCUS ON QUALITY AND COORDINATION OF CARE, PATIENTS ARE RECEIVING VALUE AND IMPROVING THEIR HEALTH. --DEVELOPMENT OF A COMMUNITY HEALTH POPULATION PROGRAM THAT WORKS WITH OUR MOST VULNERABLE POPULATIONS TO ADDRESS BOTH THEIR HEALTH AND SOCIAL NEEDS. SUCH AS A MEDICAL HOME, MEDICATION, HOUSING, AND MORE. IT IS MADE POSSIBLE BY GRANTS AND PARTNERING WITH OTHER COMMUNITY BASED ORGANIZATIONS. --CONTINUING EFFORTS TO EDUCATE HEALTHCARE PROVIDERS OF TODAY AND TOMORROW RECOGNIZING THAT THESE EFFORTS WILL ENSURE A SKILLED WORKFORCE WHICH ULTIMATELY BUILDS A HEATHIER AND STRONGER COMMUNITY. --PROVIDING SUPPORT AND LEADERSHIP IN COMMUNITY BUILDING ACTIVITIES THAT ADDRESS THE ROOT CAUSES OF HEALTH PROBLEMS. WE ALSO ENCOURAGE EMPLOYEE, VOLUNTEER AND PHYSICIAN PARTICIPATION, PHILANTHROPIC SUPPORT, AND VOLUNTEERISM IN THE COMMUNITY. SCHEDULE H, PART VI, LINE 6 AFFILIATED HEALTH CARE SYSTEM N/A SCHEDULE H, PART VI, LINE 7 STATE FILING OF COMMUNITY BENEFIT REPORT WAKEMED PUBLISHES A COMMUNITY BENEFIT REPORT EACH YEAR WHICH HIGHLIGHTS THE FINANCIAL IMPACT ON THE COMMUNITY. IT IS AVAILABLE IN PRINT FORM AS WELL AS ON THE WAKEMED WEBSITE. WAKEMED ALSO VOLUNTARILY FILES A SIMILAR COMMUNITY BENEFIT REPORT WITH THE NORTH CAROLINA HOSPITAL ASSOCIATION. true WAKE TECH COLLEGE FOUNDATION 9101 FAYETTEVILLE ROAD RALEIGH NC 27603 237017752 501(c)(3) 60000 0 GENERAL SUPPORT WAKEMED FOUNDATION 3000 NEW BERN AVENUE RALEIGH NC 27610 561916549 501(c)(3) 57077 0 GENERAL SUPPORT MARBLES KIDS MUSEUM 201 EAST HARGETT STREET RALEIGH NC 27601 581647538 501(c)(3) 40000 0 GENERAL SUPPORT INTERACT 191 HIGH HOUSE ROAD CARY NC 27511 271771636 501(c)(3) 30000 0 GENERAL SUPPORT INTERFAITH FOOD SHUTTLE 201 EAST HARGETT STREET RALEIGH NC 27601 561647538 501(c)(3) 25000 11661 FMV FOOD DONATIONS GENERAL SUPPORT NC SYMPHONY INC 3700 GLENWOOD AVENUE SUITE 13 RALEIGH NC 27612 560556755 501(c)(3) 18000 0 General SupporT URBAN MINISTRIES OF WAKE COUNTY 1390 CAPITAL BOULEVARD RALEIGH NC 27603 581422700 501(c)(3) 12500 0 General Support ALLIANCE MEDICAL MINISTRY 101 DONALD ROSS DRIVE RALEIGH NC 27610 562168673 501(c)(3) 10000 0 GENERAL SUPPORT LINKNICA 7028 RAINWATER ROAD RALEIGH NC 27615 810893209 501(c)(3) 10000 0 General Support MARCH OF DIMES 1275 MAMARONECK AVENUE WHITE PLAINS NY 10605 131846366 501(c)(3) 10000 0 General Support ME FINE FOUNDATION 5100 US HIGHWAY 70 EAST PRINCETON NC 27569 201819368 501(c)(3) 10000 0 General Support NC MUSEUM OF ART FOUNDATION 4630 MAIL SERVICE CENTER RALEIGH NC 276994630 237071511 501(c)(3) 10000 0 General Support NC SPINAL CORD INJURY ASSOCIATION 7980 CHAPEL HILL ROAD SUITE 101 CARY NC 27513 510491208 501(c)(3) 10000 0 GENERAL SUPPORT YMCA OF THE TRIANGLE 801 CORPORATE CENTER DRIVE 200 RALEIGH NC 27607 560591307 501(c)(3) 10000 0 GENERAL SUPPORT AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 135613797 501(c)(3) 7500 0 GENERAL SUPPORT GIRL SCOUTS OF NC COASTAL PINES INC 6901 PINECREST ROAD RALEIGH NC 27613 561791500 501(c)(3) 7500 0 GENERAL SUPPORT LUNG CANCER INITIATIVE OF NC 4000 BLUE RIDGE ROAD SUITE 170 RALEIGH NC 27612 262300885 501(c)(3) 6500 0 GENERAL SUPPORT RONALD MCDONALD HOUSE 506 ALEXANDER AVENUE DURHAM NC 27705 561220376 501(c)(3) 6000 0 GENERAL SUPPORT ALLIANCE MEDICAL 101 DONALD ROSS DRIVE RALEIGH NC 27610 562168673 501(c)(3) 375000 0 MEDICAL CARE CAPITAL CARE COLLABORATIVE 2500 BLUE RIDGE ROAD RALEIGH NC 27607 561150521 501(c)(6) 250000 0 MEDICAL CARE DEBNAM CLINIC 1501 POOLE ROAD RALEIGH NC 27610 561977593 216000 0 MEDICAL CARE RALEIGH SCHOOL OF NURSE ANESTHESIA 3900 BARRETT DRIVE RALEIGH NC 27609 561684241 501(c)(3) 47405 0 GENERAL SUPPORT WAKE COUNTY HUMAN SERVICES PO BOX 46833 RALEIGH NC 27620 566000376 607307 0 GENERAL SUPPORT 21 2 HEART CENTER - RONALD MCDONALD 1299 91548 FMV HOUSE USAGE PRESCRIPTION DRUGS 7211 149677 FMV RX- INDIGENT PATIENT SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS ALL GRANT/FUNDRAISING REQUESTS MUST BE MADE IN WRITING. FREQUENTLY, MEETINGS ARE HELD WITH REQUESTING ORGANIZATIONS TO ENSURE THE REQUESTS ARE IN ACCORDANCE WITH OUR GOALS AND GUIDELINES RELATED TO DONATIONS AND SPONSORSHIPS. ALL DONATIONS ARE COORDINATED THROUGH ONE DEPARTMENT AND ARE TRACKED AND LOGGED ON A SPREADSHEET WITH A QUICK REFERENCE TO THE REASON FOR THE GIFT. IN MOST CASES, WAKEMED TRACKS HOW THE GIFT WAS USED, THE OUTCOMES, AND THE BENEFITS TO THE COMMUNITY. IN THE CASE OF LARGE GRANTS, THE ORGANIZATION IS ALSO ASKED FOR A REPORT OF THE RESULTS AND THE IMPACT. X false true X X X X X false false false false false false false true false GEORGIA C HARRINGTON VP-OPS (END 4/6/18) 87532 0 0 0 18085 0 6240 0 5060 0 116917 0 0 0 GURVINDER S DEOL PHYSICIAN 1034148 0 181791 0 23708 0 9019 0 27019 0 1275685 0 0 0 JONATHAN D CHAPPELL PHYSICIAN 844510 0 110760 0 12775 0 8895 0 21783 0 998723 0 0 0 DONALD R GINTZIG President & CEO 1055945 0 580676 0 62986 0 17489 0 24106 0 1741202 0 0 0 TIMOTHY E HARRIS PHYSICIAN 678247 0 188818 0 16117 0 8911 0 29331 0 921424 0 0 0 DENISE WARREN Exec VP & COO 595947 0 155215 0 18176 0 11987 0 24379 0 805704 0 0 0 CHARLES HARR Chief Medical Officer, Raleigh 425190 0 15996 0 41337 0 16500 0 2500 0 501523 0 0 0 Christine Craig VP, Governmental Affairs 234697 0 36227 0 15581 0 15250 0 17612 0 319367 0 0 0 J WEST PAUL END 42619 SVP & CH QUALITY/MED STAFF OFC 401835 0 75701 0 22373 0 16500 0 27019 0 543428 0 0 0 Rebecca Andrews SVP & ADMIN RALEIGH 352798 0 64820 0 20668 0 16500 0 13851 0 468637 0 0 0 Rick Carrico CFO 518742 0 135948 0 112134 0 16500 0 27019 0 810343 0 0 0 Seth Brody Chief Medical Officer, Cary 363493 0 18552 0 20045 0 16500 0 1000 0 419590 0 0 0 Stephanie Sessoms VP FINANCE 230175 0 35364 0 1123 0 13789 0 21520 0 301971 0 0 0 Susan James VP & Chief Legal Officer 352992 0 54013 0 814 0 16500 0 24106 0 448425 0 0 0 Thomas Gough SVP - Administrator Cary 326534 0 54122 0 16136 0 16500 0 2776 0 416068 0 0 0 Conor Regan Physician 695002 0 280751 0 15539 0 8560 0 14700 0 1014552 0 0 0 SHERI D DESHAZO SR VP ADMIN-NORTH (END 8/9/19) 229865 0 46603 0 18574 0 15996 0 26943 0 337981 0 0 0 Debra Laughery VP - Public Relations 245390 0 36032 0 17906 0 15973 0 637 0 315938 0 0 0 THEODORE LOTCHIN VP - CHIEF COMPL. & PRIVACY 291415 0 43398 0 300 0 16500 0 22566 0 374179 0 0 0 MATTHEW NATHAN SENIOR VP - PHYSICIAN SERVICES 430774 0 80123 0 43004 0 16500 0 4395 0 574796 0 0 0 KAREN BASH CMO, NORTH HOSPITAL 323670 0 18981 0 19255 0 16500 0 14733 0 393139 0 0 0 RICK SHRUM VP & CHIEF STRATEGY OFFICER 300778 0 46473 0 2960 0 16500 0 29629 0 396340 0 0 0 JOHN PERRY VP MEDICAL EDUCATION 317935 0 46560 0 1408 0 16500 0 24379 0 406782 0 0 0 CHANTAL HOWARD END 4119 VP NURSING, RALEIGH 188947 0 27881 0 4585 0 12593 0 11433 0 245439 0 0 0 PETER MARKS VP & CIO 332860 0 49190 0 46206 0 16370 0 4416 0 449042 0 0 0 JEANENE R MARTIN SENIOR VP-HUMAN RESOURCES 332262 0 62319 0 17133 0 16500 0 19163 0 447377 0 0 0 THOMAS G CAVENDER VP FACILITIES & CONSTRUCTION 277369 0 41171 0 23901 0 16500 0 11686 0 370627 0 0 0 CAROLYN KNAUP SENIOR VP-AMBULATORY SERVICES 305547 0 57911 0 16083 0 16500 0 21331 0 417372 0 0 0 BETSY GASKINS-MCCLAINE VP HEART & VASCULAR 201782 0 22292 0 16923 0 13876 0 9358 0 264231 0 0 0 CYNTHIA ALNESS-BOILY SENIOR VP-OPERATIONS & CNO 343964 0 64041 0 25103 0 16500 0 17590 0 467198 0 0 0 BRYON BOULTON PHYSICIAN 902682 0 126433 0 14176 0 8694 0 26700 0 1078685 0 0 0 SCHEDULE J, PART I, LINE 1A TAX INDEMNIFICATION AND GROSS - UP PAYMENTS ARE PAID TO SOME KEY EMPLOYEES. THEY ARE INCLUDED IN TAXABLE INCOME. SCHEDULE J, PART I, LINE 1B TAX GROSS - UPS FOR KEY EMPLOYEES ARE COVERED BY THE EMPLOYEE AGREEMENT OR ARE APPROVED BY THE BOARD OF DIRECTORS. SCHEDULE J, PART I, LINE 7 WAKEMED HAS INCENTIVE - BASED PROGRAMS THAT ARE DRIVEN BY ACCOMPLISHING TARGETS ASSOCIATED WITH QUALITY OF CARE FOR DISCHARGE INSTRUCTIONS, PATIENT SATISFACTION, AND MINIMUM OPERATING BENEFITS. A NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 65821DLY5 2012-07-11 315717962 SEE PART VI false false false B PUBLIC FINANCE AUTHORITY 273866124 74442CBZ6 2019-04-10 379665283 SEE PART VI false false false A 64650000 0 315730875 0 0 0 2994195 0 0 0 312736680 0 2012 true true true true B 0 0 380380702 0 0 157000000 2897263 0 0 0 139755000 80728439 true true true true A false true true true false 0 false false false true B false true true true false 0 false false false true A false false false true false false 0 false 0 false true B false true false false true false 0 false 0 false true A true B true SCHEDULE K, PART I, A(F) THE SERIES 2012A BONDS WERE ISSUED TO REFUND ALL THE SERIES 2001 AND THE 2009A BONDS AND PAY CERTAIN EXPENSES INCURRED IN THE CONNECTION WITH THE ISSUANCE AND SALE OF THE 2012A BONDS. THE PROCEEDS OF THE REFUNDED 2001 BONDS AND THE REFUNDED 2009A BONDS WERE USED TO FINANCE THE COSTS OF VARIOUS IMPROVEMENTS TO THE CORPORATION'S HEALTHCARE FACILITIES. SCHEDULE K, PART I, B(F) EFFECTIVE APRIL 1, 2019, WAKEMED, THROUGH THE PUBLIC FINANCE AUTHORITY (THE "AUTHORITY"), ISSUED $207,650 OF HOSPITAL REVENUE BONDS, SERIES 2019A ("SERIES 2019A BONDS"), $79,045 OF HOSPITAL REVENUE BONDS, SERIES 2019B ("SERIES 2019B BONDS"), AND $79,045 OF HOSPITAL REVENUE BONDS, SERIES 2019C ("SERIES 2019C BONDS"). A PORTION OF THE SERIES 2019A BONDS PROCEEDS WERE USED TO REFUND THE OUTSTANDING SERIES 2009B AND 2009C BONDS AS WELL AS PARTIALLY REFUND THE OUTSTANDING SERIES 2012A BONDS. THE REMAINING PROCEEDS OF THE SERIES 2019A BONDS WILL BE USED TO PAY FOR THE EXPANSION OF WAKEMED CARY HOSPITAL AND FUND CAPITAL IMPROVEMENTS AND EQUIPMENT PURCHASES AT WAKEMED'S VARIOUS HOSPITALS. THE PROCEEDS OF THE SERIES 2019B AND 2019C BONDS WERE USED TO REFINANCE TWO OUTSTANDING TAXABLE TERM LOANS. THE LOANS WERE TO FINANCE COSTS ASSOCIATED WITH NORTH HOSPITAL AND INFORMATION TECHNOLOGY IMPLEMENTATION PROJECTS. THEY WERE ALSO USED TO PURCHASE TWO PREVIOUSLY LEASED BUILDINGS, RALEIGH MEDICAL PARK AND BRIER CREEK HEALTHPLEX. PRICE VARIANCE SCHEDULE K, PART I, ROW B, COL E $13,925,283 ISSUE PRICE VARIANCE IS PREMIUM PAID AT 2019A ISSUANCE TOTAL PROCEEDS OF ISSUE SCHEDULE K, PART II, 3, COLUMNS A & B TOTAL PROCEEDS INCLUDE INVESTMENT EARNINGS. PROCEEDS SCHEDULE K, PART II, LINE 7, COLUMN B THE AMOUNTS REPORTED ON FORM 8038 AS PROCEEDS USED FOR BOND ISSUANCE COSTS WERE ESTIMATES. THE AMOUNTS REPORTED ON SCHEDULE K REPRESENT THE ACTUAL USE OF PROCEEDS. ARBITRAGE REBATE SCHEDULE K, PART IV, 2C FORM 990, HEADER C, DBA 1. WAKEMED HEALTH & HOSPITALS 2. WAKEMED RALEIGH CAMPUS 3. WAKEMED CARY HOSPITAL 4. WAKEMED APEX HEALTHPLEX 5. WAKEMED NEW BERN AVENUE CAMPUS 6. WAKEMED REHAB 7. WAKE MEDICAL CENTER 8. WESTERN WAKE HOSPITAL 9. WAKE HEART CENTER 10. WESTERN WAKE MEDICAL CENTER 11. WAKE REHABILITATION HOSPITAL 12. WAKE AREA HEALTH EDUCATION CENTER 13. WAKE AHEC 14. WAKEMED HOME CARE 15. WAKEMED WESTERN WAKE MEDICAL CENTER 16. WAKEMED NORTH HEALTHPLEX 17. WAKEMED CLAYTON MEDICAL PARK 18. WAKEMED CARY OUTPATIENT REHAB CENTER 19. WAKEMED WAKE FOREST ROAD OUTPATIENT REHAB CENTER 20. WAKEMED HOME HEALTH 21. WAKEMED EMERGENCY SERVICES INSTITUTE 22. WAKEMED MOBILE CRITICAL CARE SERVICES 23. WAKEMED BRIER CREEK HEALTHPLEX 24. WAKEMED OUTPATIENT PHARMACY 25. WAKEMED GARNER HEALTHPLEX 26. WAKEMED CHILDRENS HOSPITAL 27. WAKEMED PROFESSIONAL STAFF 28. WAKEMED CHILDRENS 29. WAKEMED NORTH HOSPITAL 30. WAKEMED CENTER FOR PATIENT SAFETY 31. WAKEMED CENTER FOR INNOVATIVE LEARNING 32. WAKEMED REHABILITATION HOSPITAL 33. WAKEMED PRIMARY CARE-KNIGHTDALE 34. WAKEMED PRIMARY CARE-NORTH RALEIGH 35. WAKEMED PRIMARY CARE-WAKE FOREST 36. WAKEMED PRIMARY CARE-WEST CARY PARK 37. WAKEMED PRIMARY CARE-FUQUAY VARINA 38. WAKEMED PRIMARY CARE-GARNER 39. WAKEMED PRIMARY CARE-HOLLY SPRINGS 40. WAKEMED PRIMARY CARE-KILDAIRE FARM ROAD 41. WAKEMED CHILDRENS-PEDIATRICS 42. WAKEMED PRIMARY CARE-APEX 43. WAKEMED PHYSICIAN PRACTICES 44. WAKEMED PRIMARY CARE-BRIER CREEK 45. WAKEMED PRIMARY CARE-CAMERON VILLAGE 46. WAKEMED PRIMARY CARE-CARY PARKWAY 47. WAKEMED PRIMARY CARE-DOWNTOWN RALEIGH 48. WAKEMED PRIMARY CARE-EMPLOYEE HEALTH 49. WAKEMED PRIMARY CARE-FORESTVILLE CROSSING 50. WAKEMED PEDIATRICS-CLAYTON 51. WAKEMED PHYSICIAN PRACTICES 52. WAKEMED URGENT CARE 53. TRIANGLE SINUS CENTER 54. WAKEMED UROLOGY 55. WAKEMED BARIATRICS SURGERY & MEDICAL WEIGHT LOSS 56. WAKEMED WAKE ORTHOPAEDICS 57. WAKEMED CHILDRENS-PEDIATRIC MINOR PROCEDURES 58. WAKEMED CHILDRENS-PEDIATRIC PULMONOLOGY 59. WAKEMED CHILDRENS-PEDIATRIC SURGERY 60. WAKEMED CHILDRENS-PEDIATRIC WEIGHT MANAGEMENT 61. WAKEMED CHILDRENS-PEDIATRIC BEHAVIORAL HEALTH 62. WAKEMED CHILDRENS-PEDIATRIC CARDIOLOGY 63. WAKEMED CHILDRENS-PEDIATRIC ENDOCRINOLOGY 64. WAKEMED CHILDRENS-GASTROENTEROLOGY 65. WAKEMED CHILDRENS-PEDIATRIC INTENSIVIST 66. WAKEMED CHILDRENS-SPECIAL INFANT CARE 67. WAKEMED CORPORATE HEALTH SERVICES 68. WAKEMED CRITICAL CARE MEDICINE 69. WAKEMED DENTAL SERVICE 70. WAKEMED ENT-HEAD & NECK SURGERY 71. WAKEMED GASTROENTEROLOGY 72. WAKEMED GENERAL SURGERY 73. WAKEMED HEART & VASCULAR-ADVANCED HEART FAILURE 74. WAKEMED HEART & VASCULAR-CARDIOLOGY 75. WAKEMED HEART & VASCULAR-CARDIOVASCULAR & THORACIC SURGERY 76. WAKEMED VASCULAR SURGERY 77. WAKEMED HEART & VASCULAR-COMPLEX ARRHYTHMIA 78. WAKEMED HEART & VASCULAR-STRUCTURAL HEART 79. WAKEMED HOSPITALIST 80. WAKEMED HOSPITALIST-GROUP HOME 81. WAKEMED MATERNAL FETAL MEDICINE 82. WAKEMED MOBILE WELLNESS 83. WAKEMED NEONATOLOGY 84. WAKEMED OBSTETRICS & GYNECOLOGY 85. WAKEMED PEDIATRIC HOSPITAL MEDICINE-SANFORD 86. WAKEMED PHYSICAL THERAPY 87. WAKEMED PSYCHIATRY-HOSPITAL BASED 88. WAKEMED PULMONOLOGY-HOSPITAL BASED 89. WAKEMED PULMONOLOGY 90. WAKEMED TRANSITIONAL HEALTH 91. WAKEMED RHEUMATOLOGY 92. WAKEMED UROGYNECOLOGY OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES INCLUDE HOSPITAL IN AND OUTPATIENT ANCILLARY CARE SERVICES IN OTHER SPECIALTY AREAS NOT LISTED ABOVE. MEMBERS, STOCKHOLDERS, OR OTHER PERSONS W/ POWER TO APPOINT GOVERNING BODY FORM 990, PART VI, SECTION A, LINE 7A EIGHT MEMBERS OF THE BOARD ARE APPOINTED TO THE BOARD OF DIRECTORS BY WAKE COUNTY. GOVERNANCE DECISIONS RESERVED TO MEMBERS, STOCKHOLDERS, OR PERSONS OTHER THAN THE GOVERNING BODY FORM 990, PART VI, SECTION A, LINE 7B THE WAKE COUNTY BOARD OF COMMISSIONERS HOLDS LIMITED APPROVAL OVER SOME GOVERNING BODY DECISIONS PERTAINING TO ARTICLES V, VI, VII, AND IX IN THE ARTICLES OF INCORPORATION. THE TRANSFER AGREEMENT WITH WAKE COUNTY INDICATES APPROVAL/CONSENT FOR TRANSACTIONS PERTAINING TO SUBSTANTIAL DISPOSITION OF ASSETS AND COVENANTS ON LIENS. Process used to review the Form 990 FORM 990, PART VI, SECTION B, LINE 11B THE ENTIRE 990 AND ASSOCIATED SCHEDULES ARE REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS WHO ACKNOWLEDGE THEY HAVE REVIEWED FORMS AND SCHEDULES AND THEN RECOMMEND APPROVAL TO THE BOARD. A FINAL COPY IS PROVIDED TO THE BOARD BEFORE FILING. Monitoring and enforcement of compliance with conflict of interest policy FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES THE CONFLICT OF INTEREST POLICY IN VARIOUS WAYS. EACH YEAR, MEMBERS OF THE BOARD, COMMITTEES WITH BOARD DELEGATE POWERS, CEO, CORPORATE STAFF, EXECUTIVE STAFF, DIRECTORS, AND MANAGERS ARE REQUIRED TO COMPLETE AND SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE. THOSE INDIVIDUALS ARE REQUIRED TO PROVIDE WRITTEN DOCUMENTATION OF ANY POTENTIAL CONFLICT OF INTEREST, IDENTIFYING MATERIAL FINANCIAL INTEREST/PERSONAL CONFLICTS OF INTEREST. REMEDIAL MEASURES IMPLEMENTED TO ADDRESS CONFLICTS OF INTEREST INCLUDE ABSTENTION FROM VOTING ON CERTAIN ISSUES AS WELL AS RECUSAL FROM THE DECISION MAKING PROCESS AND PARTICIPATION INVOLVING THE IDENTIFIED ISSUE/AREA. THE CODE OF CONDUCT PROVIDES GUIDANCE ON GIFTS AND TRAVEL. GIFTS SHOULD NOT BE ACCEPTED AND PRIOR TO ANY TRAVEL/LODGING PAID FOR BY A THIRD PARTY, WRITTEN APPROVAL MUST BE OBTAINED FROM AN EXECUTIVE VICE PRESIDENT. ALSO, EMPLOYEES WHO OWN OR WORK IN A PRIVATE BUSINESS OUTSIDE OF WAKEMED ARE NOT ALLOWED TO RECRUIT OR PROMOTE THEIR PRODUCTS AND SERVICES DURING WORK HOURS OR THROUGH WAKEMED PRINTED MATERIALS. FORM 990, PART VI, SECTION B, LINE 15A & 15B Process for determining compensation OF CEO, EXEC. DIR., OR Top mgt official REVIEW OF COMPENSATION IS PERFORMED BY AN INDEPENDENT FIRM. CEO COMPENSATION IS REVIEWED WITH AN OUTSIDE FIRM EVERY YEAR. EVERY THREE YEARS AN EXECUTIVE COMPETITIVE COMPENSATION REVIEW IS PERFORMED. ON ALTERNATE YEARS, THE SVP/HR PRESENTS MARKET DATA COMPARISONS TO A BOARD OF DIRECTOR'S COMMITTEE FOR REVIEW. AVAILABILITY OF FINANCIAL STMT, CONFLICT OF INTEREST, ORGANIZING DOCS FORM 990, PART VI, SECTION C, LINE 19 THE 990 IS AVAILABLE BY REQUEST AND IS PUBLISHED ON GUIDESTAR. FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE THROUGH THE NC MEDICAL CARE COMMISSION AS IT RELATES TO TAX EXEMPT DEBT. THE ANNUAL AUDITED FINANCIAL STATEMENTS AND TRANSFER AGREEMENT ARE PROVIDED EACH YEAR TO WAKE COUNTY COMMISSIONERS AND BECOME PUBLIC INFORMATION. ARTICLES OF INCORPORATION ARE AVAILABLE ON THE NC SECRETARY OF STATE WEBSITE. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 9 TRANSFERS BETWEEN AFFILIATES (1,127,524) TRANSFER OF FIXED ASSETS (194,889) DONATED CAPITAL TO FINANCE PPE 514,671 GIFTS/GRANTS/BEQUESTS/PLEDGES 95,624 FOUNDATION TO WAKEMED 909,125 INTERCO CASH TRANSFERS 1,366,016 PET (2,031,162) -------------------------------------------------- TOTAL (468,139) WAKE SPECIALTY PHYSICIANS LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 264169156 MEDICAL OFFIC NC 146594879 -102513987 NA CSAMS NEW BERN AVENUE LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 260554927 HEALTHCARE NC 0 237298 NA WAKEMED SPECIALISTS GROUP LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 834333066 MEDICAL OFFIC NC 20668852 27828986 NA WAKEMED PROPERTY SERVICES 3000 NEW BERN AVENUE RALEIGH NC 27610 561133894 LEASING NC 501(c)(3) 12B NA false WAKEMED FACULTY PRACTICE PLAN 3000 NEW BERN AVENUE RALEIGH NC 27610 237169178 MEDICAL NC 501(c)(3) 12b NA false THE VOLUNTEERS AT CARY CAMPUS 3000 NEW BERN AVENUE RALEIGH NC 27610 561798031 VOLUNTEERS NC 501(c)(3) 12b NA false WAKEMED FOUNDATION 3000 NEW BERN AVENUE RALEIGH NC 27610 561916549 SUPPORT NC 501(c)(3) 7 NA false THE VOLUNTEERS AT RALEIGH CAMPUS 3000 NEW BERN AVENUE RALEIGH NC 27610 560749114 VOLUNTEERS NC 501(c)(3) 12b NA false CAPITAL CITY SURGERY CENTER LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 260804803 HEALTHCARE NC NA Related 6128083 5754053 false 0 false 0.51000 HOLLY SPRINGS SURGICAL VENTURES LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 473753856 HEALTHCARE NC NA Related -98729 870704 false 0 false 0.42500 WAKE PET SERVICES LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 263108205 EQUIPMENT LEASING NC WAKEMED Related false 0 true 1.00000 WAKEMED KEY COMMUNITY CARE LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 462853835 COMMUNITY HEALTH NC NA C Corp -537700 12089931 0.50000 true ROCKROOM INSURANCE COMPANY (SPC) LTD 62 FORUM LANE 3 FLOOR PO BOX 30600 CAYMAN CJ JY1-1203 566017737 CAPTIVE INSURANCE CJ NA C Corp 8372861 38502408 1.00000 true QUALITY TEXTILE SERVICES 313 SOUTH ROGERS LANE RALEIGH NC 27610 561943802 TEXTILE SERVICES NC NA C Corp 0 0 false false true true false false false false false false true true true false false false false true false false ROCKROOM b 7429788 CASH-FMV WAKEMED FOUNDATION c 1494929 CASH-FMV WAKEMED PROPERTY SERVICES j 1063490 CASH-FMV WAKEMED PROPERTY SERVICES k 18002178 CASH-FMV WAKEMED PROPERTY SERVICES q 426783 CASH-FMV QUALITY TEXTILE SERVICES l 2261386 CASH-FMV