2019-08-07T12:05:23-05:00 2018-09-30 ERNST & YOUNG US LLP 100 NORTH TRYON STREET SUITE 3800 CHARLOTTE NC 29202 990 2017-10-01 566017737 Wakemed % RICHARD F CARRICO CFO WAKEM WAKE 9193500522 3000 NEW BERN AVE RALEIGH NC 276101215 RICHARD F CARRICO CFO 9193500522 2019-08-07 true CHRISTOPHER B BOGGS P00032493 7043726300 164.57.159.254 58145420192195000002 2019-08-07 P BEE816BADD25910960E744A98AF4267C63CAEDF6 9D5EEB42429821CBACA628CB88EB15E2B93F9A36 2017 2019-02-21 02:37:17Z SEE SCHEDULE O DONALD GINTZIG 3000 NEW BERN AVENUE RALEIGH NC 27610 1702907803 false X WWW.WAKEMED.ORG X 1965 NC THE MISSION OF WAKEMED IS TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY WITH OUSTANDING AND COMPASSIONATE CARE TO ALL. 14 14 10580 2021 9698130 -806870 4576752 5294202 1231241669 1290894742 9429305 10719313 -1576924 -2874782 1243670802 1304033475 2207049 2120826 0 0 706540835 760513477 0 0 0 484303264 505807395 1193051148 1268441698 50619654 35591777 1470677957 1508036898 755793187 745412788 714884770 762624110 X THE MISSION OF WAKEMED IS TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY WITH UNDERSTANDING AND COMPASSIONATE CARE TO ALL. true false 287061714 0 344329046 SURGICAL SERVICES WAKEMED PROVIDES SURGICAL SERVICES IN FOUR LOCATIONS THROUGHOUT THE COUNTY: WAKEMED RALEIGH CAMPUS, WAKEMED CARY HOSPITAL, WAKEMED NORTH, AND CAPITAL CITY SURGERY, 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. WAKEMEDS 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 COUNTYS 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 2018, OUR SURGICAL PATIENTS INCLUDED 32.7% WHO WERE INSURED UNDER MEDICARE, 14.7% WHO WERE INSURED UNDER MEDICAID, AND 5.4% WHO WERE UNINSURED (OR "SELF-PAY OR CHARITY CARE"). 141237335 0 192425740 EMERGENCY 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. OUR TRAUMA SERVICE INCLUDES 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 2018, 18.8% OF OUR TOTAL EMERGENCY PATIENTS WERE INSURED UNDER MEDICARE; 27.2% WERE INSURED UNDER MEDICAID; AND 17.4% WERE UNINSURED SELF-PAY/CHARITY CARE. OVER 47% OF ALL PATIENTS SEEN IN OUR EMERGENCY DEPARTMENTS ARE EITHER MEDICAID OR UNINSURED PATIENT, RESULTING IN WAKEMED PROVIDING CARE TO AN ESTIMATED 69% OF WAKE COUNTYS UNINSURED AND MEDICAID PATIENTS. ALL STAND-ALONE LOCATIONS SERVE AREAS WHICH ARE OTHERWISE UNDERSERVED BY DEDICATED MEDICAL SERVICES. 127853647 0 137360246 HEART CENTER WAKEMEDS HEART AND VASCULAR PROGRAM IS ONE OF THE LARGEST AND MOST COMPREHENSIVE CARDIOVASCULAR PROGRAMS IN THE STATE OF NORTH CAROLINA. LAST YEAR, 17,281 CARDIOVASCULAR PROCEDURES WERE PERFORMED INCLUDING SURGERY, DIAGNOSTIC AND INTERVENTIONAL CARDIAC CATHETERIZATIONS AND ELECTROPHSIOLOGY STUDIES. THOUSANDS MORE PATIENTS WERE TREATED MEDICALLY AS IN- AND OUTPATIENT THROUGHOUT THE SYSTEM. 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 2018, THE TEAM TRANSPORTED 18,514 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 OUTGOING 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 INCOMES, 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 COMMUNITY. 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. 579485973 2120826 613175302 1135638669 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 609 0 true 10580 true true true true CJ 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 276101215 HENRY DARNELL BOARD MEMBER 3.0 0.0 X 0 0 0 STEPHEN M SMITH BOARD MEMBER 3.0 0.0 X 0 0 0 BRENDA C GIBSON CHAIR - BOARD OF DIRECTORS 6.25 0.0 X 0 0 0 JERRY C BERNSTEIN MD BOARD MEMBER 3.0 0.0 X 0 0 0 ROBERT A CERWIN BOARD MEMBER 2.75 0.0 X 0 0 0 A BLANTON GODFREY PHD BOARD MEMBER 2.75 0.0 X 0 0 0 VERN DAVENPORT BOARD MEMBER 2.75 0.0 X 0 0 0 ROBERT C RICE JR BOARD MEMBER 3.25 0.0 X 0 0 0 WILLY E STEWART SECRETARY, BOARD OF DIRECTORS 2.75 0.0 X 0 0 0 DAN BLUE III BOARD MEMBER 2.75 0.0 X 0 0 0 CHRISTINA ALVARADO SHANAHAN VICE CHAIR, BOARD OF DIRECTORS 2.5 0.0 X 0 0 0 James Anthony Penry BOARD MEMBER 2.75 0.0 X 0 0 0 R Donovan Munford BOARD MEMBER 1.75 0.0 X 0 0 0 Sonia Barnes BOARD MEMBER 2.0 0.0 X 0 0 0 DONALD R GINTZIG President & CEO 75.0 0.0 X 1509505 0 41299 DENISE WARREN Exec VP & COO 65.0 0.0 X 777166 0 35354 Rick Carrico CFO 60.0 0.0 X 384033 0 31624 ROYLYN JOHNSON OFFICER - SECRETARY 50.0 0.0 X 108334 0 15368 THEODORE LOTCHIN VP - CHIEF COMPL. & PRIVACy 60.0 0.0 X 61796 0 4712 CAROLYN KNAUP SENIOR VP-AMBULATORY SERVICES 62.0 0.0 X 371369 0 37587 CYNTHIA ALNESS-BOILY SENIOR VP-OPERATIONS & CNO 60.0 0.0 X 451985 0 33879 GEORGIA C HARRINGTON VP-OPS (END 4/6/18) 55.0 0.0 X 317168 0 31332 Charles Harr Chief Medical Officer, Raleigh 60.0 0.0 X 527170 0 18700 Christine Craig VP, Governmental Affairs 55.0 0.0 X 268110 0 31789 J West Paul SVP & Ch Quality/Med Staff Ofc 60.0 0.0 X 507418 0 42410 Rebecca Andrews SVP & ADMIN RALEIGH 63.0 0.0 X 477588 0 27857 Seth Brody Chief Medical Officer, Cary 60.0 0.0 X 471716 0 17200 Stephanie Sessoms VP FINANCE 60.0 0.0 X 358333 0 37924 Susan James VP & Chief Legal Officer 55.0 0.0 X 374255 0 39830 Thomas Gough SVP - Administrator Cary 60.0 0.0 X 393045 0 39603 SHERI D DESHAZO SR VP ADMINISTRATION-NORTH 65.0 0.0 X 286419 0 40438 Debra Laughery VP - Public Relations 60.0 0.0 X 308471 0 16300 MATTHEW NATHAN BEG 9262016 SENIOR VP - PHYSICIAN SERVICES 65.0 0.0 X 533752 0 20039 KAREN BASH CMO, NORTH HOSPITAL 60.0 0.0 X 411572 0 32028 RICK SHRUM beg 1117 VP & CHIEF STRATEGY OFFICER 60.0 0.0 X 354099 0 42857 JOHN PERRY VP MEDICAL EDUCATION 60.0 0.0 X 339795 0 40603 CHANTAL HOWARD VP NURSING, RALEIGH 60.0 0.0 X 222754 0 23737 PETER MARKS VP & CIO (beg 6/26/17) 60.0 0.0 X 172517 0 9711 JEANENE R MARTIN SENIOR VP-HUMAN RESOURCES 60.0 0.0 X 420007 0 35477 THOMAS G CAVENDER VP FACILITIES & CONSTRUCTION 50.0 0.0 X 359580 0 21126 GURVINDER S DEOL PHYSICIAN 65.0 0.0 X 1336445 0 36015 JONATHAN D CHAPPELL PHYSICIAN 60.0 0.0 X 1031691 0 33333 Bryon Boulton Physician 61.0 0.0 X 1248510 0 30351 Conor Regan Physician 60.0 0.0 X 953012 0 24742 OKECHUKWU NWOKO PHYSICIAN 60.0 0.0 X 952458 0 17871 JOHN R FINLEY END 81817 CHIEF COMPLIANCE OFFICER 0.0 0.0 X 186588 0 0 BETSY GASKINS-MCCLAINE VP HEART & VASCULAR 65.0 0.0 X 322791 0 25015 VICKI BLOCK Former SR VP & ADMIN. RALEIGH 0.0 0.0 X 190384 0 0 JOHN S PIATKOWSKIEND 1216 FORMER SR VP AMB & PHYS OP 0.0 0.0 X 463407 0 850 E DENTON ARLEDGE FORMER VP & CIO (end 8/18/17) 0.0 0.0 X 359510 0 23828 17812753 0 960789 950 true true false UNIVERSITY OF NC HOSPITALS 211 FRIDAY CENTER DRIVE SUITE 2033 CHAPEL HILL NC 27517 HEALTH CARE SYSTEM 4104724 AMCOL SYSTEMS PO BOX 21625 COLUMBIA SC 29221 COLLECTION SERVICES 3052349 LABORATORY CORPORATION OF AMERICA PO BOX 12140 BURLINGTON NC 27216 DIAGNOSTIC TESTING 2796388 NAVIGANT CONSULTING INC 4511 PAYSPHERE CIRCLE CHICAGO IL 60674 CONSULTING SERVICES 2012952 WAKE MEDICAL LABORATORY CONSULTANTS PO BOX 14004 RALEIGH NC 27620 PATHOLOGY SERVICES 1897087 93 0 0 4704737 589465 0 5294202 PATIENT SERVICES 621511 1240299447 1240299447 0 0 NON-PATIENT SERVICES 621500 8395650 0 8395650 0 CAFETERIA 722210 5269207 0 0 5269207 PURCH DISCNTS/REBATES/VHA 900099 4601640 4601640 0 0 OTHER OPERATING REVENUE 900099 28468287 17190755 1302480 9975052 3860511 3860511 1290894742 11640071 11640071 0 0 853333 123707 729626 0 729626 729626 396207101 1622762 398101698 648923 -1894597 973839 -920758 -920758 0 0 0 0 0 0 0 0 0 LOSS FROM JOINT VENTURES 900099 -3604408 -3604408 -3604408 1304033475 1262347945 9698130 26693198 1887255 1887255 233571 233571 0 0 0 0 11252614 9002091 2250523 0 0 0 0 0 623381262 529874073 93507189 0 29958578 25464791 4493787 0 55649436 47302021 8347415 0 40271587 34230849 6040738 0 0 0 0 0 681216 640343 40873 0 337584 309058 28526 0 406383 382000 24383 0 0 0 0 0 0 0 71143668 66875048 4268620 0 5694895 5353201 341694 0 41152579 38683424 2469155 0 19160147 18010538 1149609 0 0 0 0 0 24643304 23164706 1478598 0 1221066 1147802 73264 0 0 0 0 0 1088231 1022937 65294 0 16803625 16803625 0 0 0 0 0 0 70168694 70168694 0 0 5342687 5022126 320561 0 MEDICAL SUPPLIES 174737061 174737061 0 0 GAP ASSESSMENT 27635667 25977527 1658140 0 REPAIRS AND MAINTENANCE 25065893 20052714 5013179 0 MINOR EQUIPMENT 3953240 3716046 237194 0 16571455 15577168 994287 1268441698 1135638669 132803029 0 56898 53965 540650124 549422956 219507 228162 156410612 148500485 0 0 0 0 1881875 1836063 19416868 20962630 10907317 11609110 1566415172 1062357992 511584721 504057180 98701773 156200777 0 0 0 0 265290 566301 130582972 114599269 1470677957 1508036898 159909506 163132447 0 0 309201 619450 409952370 397702019 0 0 0 0 157000000 157000000 0 0 28622110 26958872 755793187 745412788 X 714183517 761814832 364804 473772 336449 335506 714884770 762624110 1470677957 1508036898 X 35591777 15438420 0 0 0 -3290857 X X false true X true true true X false true false 0 false 0 false 0 false 0 true 544585 false 0 false 0 544585 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. 336449 4238 5181 335506 337353 3448 4352 336449 335518 3601 1766 337353 332541 4776 1799 335518 329232 5081 1772 332541 0.00000 1.00000 0.00000 false false 3864369 3864369 628355087 332033824 296321263 31046486 18334749 12711737 864823906 693912817 170911089 38325324 18076602 20248722 504057180 RESTRICTED FUNDS 37507730 DESIGNATED FUNDS 31379926 OTHER EQUITY INVESTMENTS 31845909 PREPAID PENSION 13865704 114599269 0 TOTAL DUE TO THIRD PARTY PAYOR 6873719 ACCRUED CLAIMS PAYABLE 14740205 PENSION - DEFERRED INFLOW 2469741 DEFERRED LANDLORD INCENTIVES & DEFERRED RENT 343824 OTHER DEFERRED INFLOWS OF RESOURCES 2531383 26958872 Intended use of endowment funds SCHEDULE D, PART V, LINE 4 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. Central America and the Caribbean 0 0 INSURANCE PREMIUMS/EXP 6483665 0 0 0 0 6483665 6483665 true false true false false false true true X true X 250. true X true true true false true true 89399139 89399139 0.07050 207935067 180589599 27345468 0.02160 1491502 1427254 64248 0.00010 298825708 182016853 116808855 0.09220 4764335 250000 4514335 0.00360 12120532 10392538 1727994 0.00140 1152297 1152297 0.00090 18037164 10642538 7394626 0.00590 316862872 192659391 124203481 0.09810 125142 125142 0.00010 678378 678378 0.00050 4700997 47405 4653592 0.00370 5504517 47405 5457112 0.00430 true 23184589 361534764 457054495 -95519731 X true true CAPITAL CITY SURGERY SURGERY 0.51 0.0 0.2219 2 1 WAKEMED CARY HOSPITAL 1900 KILDARE FARM ROAD CARY NC 27518 WWW.WAKEMED.ORG H0276 X X X A 2 WakeMed Raleigh Campus 3000 New Bern Avenue RALEIGH NC 27610 WWW.WAKEMED.ORG H0199 X X X X A A false false true X X X X X X X X X 16 true true true true X SEE SECTION C X SEE SECTION C X true 16 true SEE SECTION C false true X 250. 300. 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, Sec B. Line 3e The significant health needs of Wake County were identified in the 2016 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 four priority areas for Wake County are: health insurance coverage, transportation, access to health services and mental health and substance abuse. Those without health insurance are less likely to receive medical care, are more likely to have poor health status and are more likely to die early. Although the Affordable Care Act did result in an increase in the availability of insurance to more residents, the lack of Medicaid expansion in North Carolina has left many low-income residents without insurance. The level and type of insurance held by individuals can significantly impact their ability to obtain healthcare services, and more specifically to obtain services in the most appropriate healthcare setting. 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 deaths, percentage of people exposed to secondhand smoke, persons served in NC State Alcohol and Drug Treatment Centers. 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 CHAPTER 1 OF THE CHNA REPORT, WAKEMED PARTNERED WITH OVER 60 AGENCY AND COMMUNITY PARTNERS IN WAKE COUNTY TO CONDUCT THE COLLABORATIVE COMMUNITY HEALTH NEEDS ASSESSMENT IN LATE 2015 THROUGH EARLY 2016. THE CHNA IS BEING UPDATED IN 2019 AND WILL BE AVAILABLE IN LATE JUNE. (HTTP://WWW.WAKEMED.ORG/DOCUMENTS/WAKE-COUNTY-COMMUNITY-HEALTH-NEEDS-ASSES SMENT.PDF) THE PURPOSE OF THE PROJECT WAS TO IDENTIFY HEALTH STATUS CONCERNS AND RESOURCES IN WAKE COUNTY, REPORT FINDINGS, WORK WITH COMMUNITY, DETERMINE PRIORITY ISSUES TO BE ADDRESSED AND DEVELOP A COMMUNITY-BASED ACTION PLAN TO ADDRESS IDENTIFIED CONCERNS. THE STUDY REPORT, WHICH BECAME AVAILABLE IN JUNE 2016, WAS 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 INPUT AND PRIORTIZATION SESSIONS WERE HELD. IN TOTAL MORE THAN 1,500 PEOPLE PARTICIPATED IN THE PROCESS. TIME PERIOD FOR INPUT: THE COLLECTION PERIOD BEGAN IN SEPTEMBER 2015; DATA WAS GATHERED THROUGH MARCH 2016. 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 MINISTRY. 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 UNSERVED, 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 2016 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, 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 and Triangle United Way. SCHEDULE H, PART V, SECTION B, LINE 7A HTTP://WWW.WAKEMED.ORG/DOCUMENTS/WAKE-COUNTY-COMMUNITY-HEALTH-NEEDS-ASSESS MENT.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-health-needs-assessment-impleme ntation-plan.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 four priority areas for Wake County that will be addressed over the next three years: --health insurance coverage; --transportation; --access to health services; and --mental health and substance abuse. WakeMed's implementation plan addresses each priority area. (http://www.wakemed.org/documents/community-health-needs-assessment-implem entation-plan.pdf) The implementation plan details the services and programs WakeMed offers or is partnering with other organizations to provide to the other community. THIS WORK CONTINUED IN 2018 BASED ON THE 2016 IMPLEMENTATION PLAN. 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. 10 WAKE SPECIALTY PHYSICIANS LLC 3024 NEW BERN AVENUE RALEIGH NC 27610 MEDICAL PRACTICE WAKEMED NORTH 10000 FALLS OF THE NEUSE ROAD RALEIGH NC 27614 SURGERY, PREGNANCY, CHILDBIRTH, OP/AMB SURGERY CENTER WAKEMED REHAB HOSPITAL 3000 NEW BERN AVENUE RALEIGH NC 27610 PHYS MED & REHAB HOSPITAL, PHYS, SPEECH & OCCUP THERAPY CARDIAC REHAB, FITNESS CENTER WAKEMED GARNER HEALTHPLEX 400 US 70 EAST GARNER NC 27529 EMERG. DEPT., LABORATORY, RADIOLOGY 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 MEDICAL PARK 23 SUNNYBROOK ROAD RALEIGH NC 27610 LABORATORY, RADIOLOGY WAKEMED CLAYTON MEDICAL PARK 555 MEDICAL PARK CLAYTON NC 27520 REHAB THERAPY WAKEMED HOME HEALTH 2920 HIGHWOODS BOULEVARD SUITE 200 RALEIGH NC 27604 HOME HEALTH, HOME IV THERAPY, PRIVATE DUTY NURSING WAKEMED WAKE FOREST ROAD 3701 WAKE FOREST ROAD RALEIGH NC 27609 PHYS, OCCUP, SPEECH & PEDIATRIC SPEECH THERAPY SCHEDULE H, PART I, LINE 3B DISCOUNTED CARE IS AVAILABLE FOR THOSE AT 300% OF THE FPG. FURTHER, ALL PATIENTS WITHOUT INSURANCE QUALIFY FOR AN AUTOMATIC 50% DISCOUNT WITHOUT CONSIDERATION OF THE 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 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. 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 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 UNCOLLECTIBLE 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 UNCOLLECTIBLE ACCOUNTS AS A COMPONENT OF NET PATIENT SERVICE REVENUE RATHER THAN WITHIN OPERATING EXPENSES. SCHEDULE H, PART III, LINE 8 WAKEMED BELIEVES THAT ALL OF THE $95,519,731 MEDICARE SHORTFALL SHOULD BE CONSIDERED A COMMUNITY 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 28.0% 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 SHORTFALL WERE TREATED AS COMMUNITY BENEFIT, THE PERCENT OF TOTAL EXPENSES ATTRIBUTABLE TO COMMUNITY BENEFIT WOULD INCREASE FROM 9.81% TO 17.32%. MEDICARE COSTING METHODOLOGY THE MEDICARE ALLOWABLE COSTS WERE DETERMINED FROM THE MEDICARE COST REPORT, AS SPECIFIED IN THE PROVIDER REIMBURSEMENT MANUAL. APPLICATION OF COLLECTION PRACTICES TO THOSE QUALIFYING FOR FINANCIAL ASSISTANCE SCHEDULE H, PART III, LINE 9B 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. 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. NEEDS ASSESSMENT SCHEDULE H, PART VI, LINE 2 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 2015 AND EARLY 2016, WAKEMED HEALTH & HOSPITALS JOINED WITH DUKE RALEIGH, REX HEALTHCARE, ADVANCE HEALTH SERVICES, TRIANGLE UNITED WAY, WAKE COUNTY HUMAN SERVICES, AND OTHERS TO JOINTLY CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THE ASSESSMENT WAS COMPLETED IN JUNE OF 2016. 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: HTTP://WWW.WAKEMED.ORG/DOCUMENTS/WAKE-COUNTY-COMMUNITY-HEALH-NEEDS-ASSESSM ENT.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. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE SCHEDULE H, PART VI, LINE 3 PATIENTS ARE PROVIDED WITH INFORMATION ABOUT FINANCIAL ASSISTANCE AT REGISTRATION, DISCHARGE, PHONE CALLS, AND A PLAN 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 COUNSELOR 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 UNINSURED 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. COMMUNITY INFORMATION SCHEDULE H, PART VI, LINE 4 WHILE WAKEMED SERVES PATIENTS FROM ALL OF NORTH CAROLINAS 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. 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 EXCESS 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) PROMOTION OF COMMUNITY HEALTH SCHEDULE H, PART VI, LINE 5 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 COUNTYS 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 340 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 PROVIDES 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 MAINTAINING 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 INSURERS 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. AFFILIATED HEALTH CARE SYSTEM SCHEDULE H, PART VI, LINE 6 N/A STATE FILING OF COMMUNITY BENEFIT REPORT SCHEDULE H, PART VI, LINE 7 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 ALLIANCE MEDICAL MINISTRY 101 DONALD ROSS DRIVE RALEIGH NC 27610 562168673 501(c)(3) 384804 MEDICAL CARE AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 135613797 501(C)(3) 25000 GENERAL SUPPORT CAPITAL CARE COLLABORATIVE 2500 BLUE RIDGE ROAD RALEIGH NC 27607 561150521 501(C)(6) 250000 MEDICAL CARE DEBNAM CLINIC 1501 POOLE ROAD RALEIGH NC 27610 561977593 216000 MEDICAL CARE FOOD BANK OF CENTRAL & EASTERN NC 1924 CAPITAL BOULEVARD RALEIGH NC 27604 561283426 501(C)(3) 7500 HURRICANE FLORENCE RELIEF EFFORT GIRL SCOUTS OF NC COASTAL PINES 6901 PINECREST ROAD RALEIGH NC 27613 561791500 501(C)(3) 7500 General SupporT INTERACT 191 HIGH HOUSE ROAD CARY NC 27511 271771636 501(C)(3) 30000 General Support INTERFAITH FOOD SHUTTLE 201 EAST HARGETT STREET RALEIGH NC 27601 561647538 501(C)(3) 5500 14739 FMV FOOD DONATIONS GENERAL SUPPORT LINKNICA 7028 RAINWATER ROAD RALEIGH NC 27615 810893209 501(C)(3) 10000 General Support MARCH OF DIMES 1275 MAMARONECK AVENUE WHITEPLAINS NY 10605 131846366 501(C)(3) 10000 General Support NC MUSEUM OF ART FOUNDATION 4630 MAIL SERVICE CENTER RALEIGH NC 276994630 237071511 501(C)(3) 10000 General Support NC PHYSICIANS HEALTH PROGRAM 220 HORIZON DRIVE NO 201 RALEIGH NC 27615 561846599 501(C)(3) 10000 General Support NC SYMPHONY INC 3700 GLENWOOD AVE SUITE 13 RALEIGH NC 27612 560556755 501(C)(3) 15000 GENERAL SUPPORT RALEIGH SCHOOL OF NURSE ANETHESIA 3900 BARRETT DRIVE RALEIGH NC 27609 561684241 501(C)(3) 47405 GENERAL SUPPORT URBAN MINISTRIES OF WAKE COUNTY 1390 CAPITAL BOULEVARD RALEIGH NC 27603 581422700 501(C)(3) 10000 GENERAL SUPPORT WAKE COUNTY HUMAN SERVICES PO BOX 46833 RALEIGH NC 27620 566000376 575558 GENERAL SUPPORT WAKE TECH COLLEGE FOUNDATION 9101 FAYETTEVILLE ROAD RALEIGH NC 27603 237017752 501(C)(3) 61500 GENERAL SUPPORT WAKEMED FOUNDATION 3000 NEW BERN AVENUE RALEIGH NC 27610 561916549 501(C)(3) 49564 GENERAL SUPPORT YMCA OF THE TRIANGLE AREA 801 CORPORATE CENTER DRIVE 200 RALEIGH NC 27607 560591307 501(C)(3) 10000 GENERAL SUPPORT 17 2 HEART CENTER - RONALD MCDONALD 1334 83780 COST RON. MC. HOUSE USAGE PRESCRIPTION DRUGS 5934 149791 COST RX-INDIGENT PATIENTS PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS SCHEDULE I, PART I, LINE 2 ALL GRANT/FUNDING 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 true true false false false false false true false CAROLYN KNAUP SENIOR VP-AMBULATORY SERVICES 293567 0 41109 0 36693 0 16237 0 21350 0 408956 0 0 0 BETSY GASKINS-MCCLAINE VP HEART & VASCULAR 245738 0 45865 0 31188 0 15581 0 9434 0 347806 0 0 0 CYNTHIA ALNESS-BOILY SENIOR VP-OPERATIONS & CNO 331740 0 74086 0 46159 0 16251 0 17628 0 485864 0 0 0 VICKI BLOCK Former SR VP & ADMIN. RALEIGH 0 0 7381 0 183003 0 0 0 0 0 190384 0 0 0 GEORGIA C HARRINGTON VP-OPS (END 4/6/18) 254898 0 44768 0 17502 0 15942 0 15390 0 348500 0 0 0 GURVINDER S DEOL PHYSICIAN 943732 0 347364 0 45349 0 8972 0 27043 0 1372460 0 0 0 JONATHAN D CHAPPELL PHYSICIAN 719064 0 278006 0 34621 0 8827 0 24506 0 1065024 0 0 0 DONALD R GINTZIG President & CEO 989586 0 461898 0 58021 0 17169 0 24130 0 1550804 0 0 0 DENISE WARREN Exec VP & COO 571355 0 177702 0 28109 0 11451 0 23903 0 812520 0 0 0 JOHN S PIATKOWSKIEND 1216 FORMER SR VP AMB & PHYS OP 24230 0 0 0 439177 0 850 0 0 0 464257 0 0 0 Charles Harr Chief Medical Officer, Raleigh 427055 0 97097 0 3018 0 16200 0 2500 0 545870 0 0 0 Christine Craig VP, Governmental Affairs 202872 0 35761 0 29477 0 14239 0 17550 0 299899 0 0 0 J West Paul SVP & Ch Quality/Med Staff Ofc 389712 0 87996 0 29710 0 16200 0 26210 0 549828 0 0 0 Rebecca Andrews SVP & ADMIN RALEIGH 319611 0 119719 0 38258 0 16200 0 11657 0 505445 0 0 0 Rick Carrico CFO 311362 0 16070 0 56601 0 13128 0 18496 0 415657 0 0 0 Seth Brody Chief Medical Officer, Cary 369939 0 100911 0 866 0 16200 0 1000 0 488916 0 0 0 Stephanie Sessoms VP FINANCE 188273 0 118845 0 51215 0 14788 0 23136 0 396257 0 0 0 Susan James VP & Chief Legal Officer 313271 0 55239 0 5745 0 16200 0 23630 0 414085 0 0 0 Thomas Gough SVP - Administrator Cary 296808 0 72663 0 23574 0 16200 0 23403 0 432648 0 0 0 Bryon Boulton Physician 850015 0 397580 0 915 0 8535 0 21816 0 1278861 0 0 0 Conor Regan Physician 722107 0 230175 0 730 0 8404 0 16338 0 977754 0 0 0 SHERI D DESHAZO SR VP ADMINISTRATION-NORTH 222618 0 37827 0 25974 0 13551 0 26887 0 326857 0 0 0 Debra Laughery VP - Public Relations 235711 0 41359 0 31401 0 15676 0 624 0 324771 0 0 0 MATTHEW NATHAN BEG 9262016 SENIOR VP - PHYSICIAN SERVICES 395266 0 72035 0 66451 0 16170 0 3869 0 553791 0 0 0 KAREN BASH CMO, NORTH HOSPITAL 346463 0 63712 0 1397 0 16200 0 15828 0 443600 0 0 0 RICK SHRUM beg 1117 VP & CHIEF STRATEGY OFFICER 277044 0 39525 0 37530 0 15433 0 27424 0 396956 0 0 0 JOHN PERRY VP MEDICAL EDUCATION 299978 0 33499 0 6318 0 16200 0 24403 0 380398 0 0 0 CHANTAL HOWARD VP NURSING, RALEIGH 170838 0 30039 0 21877 0 12198 0 11539 0 246491 0 0 0 PETER MARKS VP & CIO (beg 6/26/17) 118025 0 8714 0 45778 0 8313 0 1398 0 182228 0 0 0 OKECHUKWU NWOKO PHYSICIAN 632880 0 303894 0 15684 0 8810 0 9061 0 970329 0 0 0 JEANENE R MARTIN SENIOR VP-HUMAN RESOURCES 311493 0 69087 0 39427 0 16243 0 19234 0 455484 0 0 0 E DENTON ARLEDGE FORMER VP & CIO (end 8/18/17) 215815 0 9212 0 134483 0 10986 0 12842 0 383338 0 0 0 THOMAS G CAVENDER VP FACILITIES & CONSTRUCTION 269370 0 48103 0 42107 0 16238 0 4888 0 380706 0 0 0 JOHN R FINLEY END 81817 CHIEF COMPLIANCE OFFICER 186588 0 0 0 0 0 0 0 0 0 186588 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 4A EVIN DENTON ARLEDGE RECEIVED $98,2201 IN SEVERANCE PAYMENTS. VICKI BLOCK RECEIVED $183,003 IN SEVERANCE PAYMENTS. JOHN PIATKOWSKI RECEIVED $395,763 IN SEVERANCE PAYMENTS. SCHEDULE J, PART I, LINE 4B WAKEMED MAINTAINED A 457F PLAN FOR CERTAIN INDIVIDUALS. THERE WERE NO CONTRIBUTIONS MADE DURING THE YEAR. THE FOLLOWING INDIVIDUALS RECEIVED VESTED PAY-OUTS DURING THE CALENDAR YEAR 2017. CYNTHIA ALNESS-BOILY $18,122 REBECCA ANDREWS $13,268 THOMAS CAVENDER $13,444 JONATHAN CHAPPELL $33,824 CHRISTINE CRAIG $ 8,918 GURVINDER DEOL $41,935 GEORGIA HARINGTON $10,483 CAROLYN KNAUP $13,125 DEBRA LAUGHERY $ 8,856 JEANENE MARTIN $15,171 BETSY MCCLAINE $12,200 OKECHUKWUE NWOKO $14,562 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 65821DCW9 2009-07-16 81780000 SEE PART VI false false false B NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 65821DCS8 2009-02-26 75000000 SEE PART VI false false false C NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 65821DLY5 2012-07-11 315717962 SEE PART VI false false false A 32390000 0 81780000 0 0 0 817125 41347 0 0 80921528 0 2012 true false true true B 0 0 75249667 0 0 0 835544 37919 0 74376204 0 0 2010 false false true true C 37435000 0 315725134 0 0 172556427 2994195 0 0 0 140174512 0 2012 true true true true A false false false false 0 false false false true B false false true true false 0 false false false true C false true true true false 0 false false false true A false false false true true false 0 false 0 false true B false false false true true false 0 false 0 false true C false false false true false false 0 false 0 false true A true B true C true PURPOSE SCHEDULE K, PART I, A(F) FINANCING (A) COSTS OF CURRENTLY REFUNDING ALL OUTSTANDING SERIES 1997 BONDS ISSUED APRIL 1, 1997. THE SERIES 1997 BONDS WERE ISSUED TO REFUND ALL OF SERIES 1993 AND 1988 BONDS, WHICH WERE ISSUED TO FINANCE COSTS OF CONSTRUCTING, EXPANDING, RENOVATING, AND EQUIPPING CERTAIN HOSPITAL FACILITIES, INCLUDING CONSTRUCTION OF WAKEMED CARY HOSPITAL, A 2-STORY ADDITION OF THE WAKEMED MAIN CAMPUS, A 45-BED REHABILITATION HOSPITAL AND RELATED, AND OTHER EQUIPMENT; AND (B) ISSUANCE COSTS. SCHEDULE K, PART I, B(F) FINANCING (A) COSTS OF CONSTRUCTION, RENOVATING AND EQUIPPING CERTAIN HOSPITAL FACILITIES, INCLUDING WAKEMED CARY 2-STORY VERTICAL EXPANSION, 10-BED LABOR AND DELIVERY UNIT EXPANSION AND PARKING DECK, WAKEMED RALEIGH 4-STORY PATIENT TOWER, PARKING DECK FOR VISITORS AND PATIENTS, EMPLOYEE PARKING DECK, PORTIONS OF REHABILITATION HOSPITAL FOR INPATIENT BEDS, THE FIRST FLOOR OF THE MAIN HOSPITAL FOR A 25-BED OBSERVATION UNIT AND RELATED, AND OTHER EQUIPMENT; (B) INITIAL COSTS FOR CREDIT FACILITY FOR THE BONDS; AND (C) ISSUANCE COSTS. SCHEDULE K, PART I, C(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 CORPORATIONS HEALTHCARE FACILITIES. TOTAL PROCEEDS OF ISSUE SCHEDULE K, PART II, 3, COLUMNS B & C TOTAL PROCEEDS INCLUDE INVESTMENT EARNINGS. ISSUANCE COSTS FROM PROCEEDS SCHEDULE K, PART II, LINE 7, COLUMNS A, B, & C 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. SCHEDULE K CREDIT ENHANCEMENT REPORTED WAS FROM THE INITIAL LETTER OF CREDIT FEE PAID FROM BOND PROCEEDS. THIS AMOUNT WAS UNKNOWN AT THE TIME OF THE FORM 8038 PREPARATION. ARBITRAGE REBATE SCHEDULE K, PART IV, 2C DBAS FOR WAKEMED FORM 990, HEADER C, DBA 1 Wake Medical Center 2 Western Wake Hospital 3 Northern Wake Hospital 4 Wake Heart Center 5 Western Wake Medical Center 6 Wake Rehabilitation Hospital 7 Wake Area Health Education Center 8 Wake AHEC 9 Eastern Wake Day Hospital and Skilled Nursing Facility 10 WakeMed Home Care 11 WakeMed - New Bern Avenue Campus 12 WakeMed - Western Wake Medical Center 13 WakeMed - Rehab 14 WakeMed - Fuquay-Varina 15 WakeMed Raleigh Campus 16 WakeMed Cary Hospital 17 WakeMed North Healthplex 18 WakeMed Clayton Medical Park 19 WakeMed Cary Outpatient Rehab Center 20 WakeMed Fuquay-Varina Outpatient & Skilled Nursing Facility 21 WakeMed Zebulon/Wendell Outpatient & Skilled Nursing Facility 22 WakeMed Wake Forest Road Outpatient Rehab Center 23 WakeMed Home Health 24 WakeMed Health & Hospitals 25 WakeMed Emergency Services Institute 26 WakeMed Center for Patient Safety 27 WakeMed Apex Healthplex 28 WakeMed Apex Day Surgery Center, LLC 29 WakeMed Professional Staff 30 WakeMed Mobile Critical Care Services 31 WakeMed Center for Innovative Learning 32 WakeMed Brier Creek Healthplex 33 WakeMed Outpatient Pharmacy 34 WakeMed Garner Healthplex 35 WakeMed Children's Hospital 36 WakeMed Children's 37 WakeMed North 38 WakeMed Rehabilitation Hospital 39 WakeMed Raleigh Medical Park 40 WakeMed Employee Pharmacy 41 WakeMed OP Rehab - 300 Ashville Avenue, Suite 220 Cary, NC 42 WakeMed Cary Hospital Sleep Center - MacGregor Pines Drive 43 Wake Specialty Brier Creek Internal Medicine 44 Wake Specialty ENT - Head & Neck Surgery 45 Wake Specialty Facial Plastics 46 Wake Specialty Gastroenterology & Hepatology 47 Wake Specialty General Surgery 48 Wake Specialty OB/GYN 49 Wake Specialty Physicians ENT - Head & Neck Surgery 50 Wake Specialty Physicians Facial Plastics 51 Wake Specialty Physicians Gastroenterology & Hepatology 52 Wake Specialty Physicians General Surgery 53 Wake Specialty Physicians Internal Medicine Brier Creek 54 Wake Specialty Physicians OB/GYN 55 Wake Specialty Physicians Urology 56 Wake Specialty Physicians Women's Center 57 Wake Specialty Urology 58 Wake Specialty Women's Center 59 Wake Specialty Physicians Maternal Fetal Medicine 60 Wake Specialty Physicians Employee Health 61 Falls Pointe Medical Group 62 Wake Specialty Physicians - City Center Medical Group 63 Wake Specialty Physicians - Carolina Cardiology 64 Wake Specialty Physicians - Concussion Clinic 65 Wake Specialty Physicians - Apex Medical Group 66 Wake Specialty Physicians - Accent Urgent Care 67 Wake Specialty Physicians - Wake Orthopaedics 68 Wake Specialty Physicians - North Wake Internal Medicine 69 Wake Specialty Physicians Pulmonology 70 Wake Specialty Physicians - Knightdale Family Practice 71 Wake Specialty Physicians - Carolina Cardiovascular Surgical Associates 72 Wake Specialty Physicians - Capital Urology 73 Wake Specialty Physicians - Morrisville Primary Care 74 Wake Specialty Physicians - Garner Primary Care 75 Wake Specialty Physicians Fuquay-Varina Primary Care 76 Wake Specialty Physicians - Structural Heart 77 Wake Specialty Physicians - Raleigh Cardiology 78 Wake Specialty Physicians - Raleigh Cardiology Associates 79 Wake Specialty Physicians - Cardiovascular 80 Wake Specialty Physicians - Parkway Primary Care 81 WakeMed Physician Practices Physical Therapy 82 Wake Orthopaedics 83 WakeMed Urgent Care 84 WakeMed Heart and Vascular Physicians DESCRIPTION OF NEW SERVICES FORM 990, PART III, LINE 2 IN FEBRUARY 2017, WAKEMED ENTERED INTO AN AGREEMENT WITH DUKE HEALTH TO ESTABLISH HEART CARE PLUS+, AN INNOVATIVE COLLABORATION IN THE AREA OF CARDIOVASCULAR DISEASE. IN APRIL 2017, WAKEMED ENTERED INTO AN AGREEMENT WITH DUKE HEALTH TO ESTABLISH CANCER CARE PLUS+, AN INNOVATIVE COLLABORATION IN THE AREA OF ONCOLOGY/CANCER SERVICES. THE PRIMARY GOAL OF THE COLLABORATIVES IS TO DELIVER HIGHLY COORDINATED CARE, A BROADER SCOPE OF SERVICES, AND GREATER VALUE AND AFFORDABILITY TO CITIZENS OF WAKE COUNTY. BOTH ORGANIZATIONS REMAIN INDEPENDENT BUT ARE FOCUSED ON WORKING TOGETHER TO IMPROVE THESE HEALTHCARE SERVICES IN WAKE COUNTY. 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 BY THE ORGANIZATION TO REVIEW 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 WRITTEN 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 HOURS OR THROUGH WAKEMED PRINTED MATERIALS. PROCESS FOR DETERMINING COMPENSATION OF CEO, EXEC. DIR., OR TOP MGT OFFICIAL FORM 990, PART VI, SECTION B, LINES 15A & 15B REVIEW OF COMPENSATION IS PERFORMED BY AN INDEPENDENT FIRM. 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 (1,264,482) TRANSFER OF FIXED ASSETS (569,907) DONATED CAPITAL TO FINANCE PPE 565,613 GIFTS/GRANTS/BEQUESTS/PLEDGES 183,788 FOUNDATION TO WAKEMED 471,940 INTERCO CASH TRANSFERS (2,677,808) ROUNDING (1) -------------- TOTAL (3,290,857) WAKE SPECIALTY PHYSICIANS LLC 2009 NEW BERN AVENUE RALEIGH NC 27610 264169156 MEDICAL OFFIC NC 146465175 74059528 NA CSAMS NEW BERN AVENUE LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 260554927 HEALTHCARE NC 0 345482 NA WAKE ORTHOPAEDICS LLC 3009 NEW BERN AVENUE RALEIGH NC 27610 043750760 MEDICAL OFFIC NC 0 0 NA WAKE PROPERTY SERVICES 3000 NEW BERN AVENUE RALEIGH NC 27610 561133894 LEASING NC 501(c)(3) 12B NA false WAKE 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 CAP CITY SURG CNTR 3000 NEW BERN AVE RALEIGH NC 27610 260804803 HEALTHCARE NC NA Related 7497581 7235983 false 0 false 0.51000 HOLLY SPRINGS SURGICAL VENTURE 9131 ANSON WAY 304 RALEIGH NC 27540 473753856 HEALTHCARE NC NA Related -594438 1120561 false 0 false 0.42500 WAKE PET SERVICES 3000 NEW BERN AVE RALEIGH NC 27610 263108205 EQUIPMENT LEASING NC NA Related 181642 59160 false 0 true 0.50000 WAKEMED KEY COMMUNITY CARE LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 462853835 NC NA C Corp -1481326 5555718 0.50000 true ROCKROOM INSURANCE COMPANY (SPC) LTD 62 FORUM LANE 3 FLOOR PO BOX 30600 CAYMAN CJ JY1-1203 566017737 CAPTIVE INSURANCE NC NA C Corp 8197851 33122286 1.00000 true QUALITY TEXTILE SERVICES 313 SOUTH ROGERS LANE RALEIGH NC 27610 561943802 TEXTILE SERVICES NC NA C CORP 0 0 0.00000 false false true true false false false false false false true true true false false false false true true false ROCKROOM INSURANCE COMPANY (SPC) LTD b 6483668 CASH-FMV WAKEMED FOUNDATION c 1667154 CASH-FMV WAKEMED PROPERTY SERVICES j 716166 CASH-FMV WAKEMED PROPERTY SERVICES k 14817771 CASH-FMV WAKEMED PROPERTY SERVICES q 598263 CASH-FMV WAKEMED PROPERTY SERVICES r 4470025 CASH-FMV QUALITY TEXTILE SERVICES L 2247072 CASH-FMV