WAKEMED: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WAKEMED (EIN 56-6017737)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-08-15
- IRS object ID
- 201702279349301605
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-15T10:05:51-04:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NORTH TRYON STREET SUITE 3800 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 29202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566017737 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WakeMed | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Rick Carrico CFO WakeMed | InCareOfNm |
| Business Name Control | WAKE | BusinessNameControlTxt |
| Phone | 9193500522 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 NEW BERN AVE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276101215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rick Carrico | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9193500522 | PhoneNum |
| Signature | 2017-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER B BOGGS | PreparerPersonNm |
| PTIN | P00032493 | PTIN |
| Phone | 7043726300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | see Schedule O | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Donald Gintzig | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 New Bern Avenue | AddressLine1Txt |
| City | Raleigh | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,411,535,365 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WAKEMED.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | WAKEMED IS A MULTI-FACILITY HEALTHCARE SYSTEM PROVIDING STATE OF THE ART HIGH QUALITY CARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 9137 | TotalEmployeeCnt |
| Total Volunteers | 1511 | TotalVolunteersCnt |
| Total Gross UBI | $7,935,868 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$900,209 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,801,839 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,670,452 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,037,538,167 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,113,786,538 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,642,937 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,450,727 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,246,695 | PYOtherRevenueAmt |
| CY Other Revenue | $1,749,243 | CYOtherRevenueAmt |
| PY Total Revenue | $1,065,229,638 | PYTotalRevenueAmt |
| CY Total Revenue | $1,126,656,960 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,951,501 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,105,373 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $616,878,025 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $667,452,853 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $479,394,201 | PYOtherExpensesAmt |
| CY Other Expenses | $446,261,012 | CYOtherExpensesAmt |
| PY Total Expenses | $1,098,223,727 | PYTotalExpensesAmt |
| CY Total Expenses | $1,115,819,238 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$32,994,089 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,837,722 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,424,443,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,416,072,147 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $714,913,794 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $682,525,328 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $709,530,128 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $733,546,819 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of WakeMed is to improve the health and well-being of our community with outstanding and compassionate care to all. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $269,423,406 | ExpenseAmt |
| Revenue | $308,459,006 | RevenueAmt |
| Desc | SURGICAL SERVICES - WakeMed provides surgical services in four locations throughout the county: WakeMed Raleigh Campus, WakeMed Cary Hospital, WakeMed North 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 in- and outpatient 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 Physician Practices, one of the key groups of 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. Last year, our surgical patients included 32.8% who were insured under Medicare, 13.4% who were insured under Medicaid and 5.9% who were uninsured (or "self-pay or charity care"). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $134,574,072 | ExpenseAmt |
| Revenue | $170,842,899 | RevenueAmt |
| Desc | 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, more than 19,000 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. 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 Centers, and 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 2016 the team transported more than 18,000 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 and diabetes. Free education programs are offered regularly for our patients, their family members and the community to complement our comprehensive care services. And because the fastest intervention provides the best outcomes, all of WakeMeds emergency departments are certified chest pain centers and 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 throughout the community. These screenings are designed to be a secondary prevention activity to detect early onset of disease or illness. WakeMed conducts training for the program CPR Anytime at multiple locations in Wake County, and provides CPR Anytime kits throughout the community at more than a 70 percent discounted cost. Last fiscal year, 40.8% were insured under Medicare, 10.6% were insured under Medicaid, and 10.5% of these patients were uninsured. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $125,249,930 | ExpenseAmt |
| Revenue | $120,898,181 | RevenueAmt |
| Desc | 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. And because physician availability is key to opening up access to care, WakeMeds physician practices, Healthplexes, and outpatient services are conveniently positioned throughout 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 I 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 2016, 17.9% of our total emergency patients were insured under Medicare; 28.7% were insured under Medicaid; and 16.6% were uninsured or self-pay/charity care. Over 46% of all patients seen in our EDs are either Medicaid or uninsured, resulting in WakeMed providing care for more than 70% of Wake Countys uninsured and Medicaid patients. All stand-alone locations serve areas which are otherwise underserved by dedicated medical services. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $470,691,187 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,105,373 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $515,043,794 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $999,938,595 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 572 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 9137 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rick Carrico CFO WakeMed | PersonNm |
| Phone | 9193500522 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 New Bern Ave | AddressLine1Txt |
| City | Raleigh | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27610 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HENRY DARNELL | ||||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN M SMITH | ||||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BRENDA C GIBSON | ||||||||||
| CHAIR BOARD OF DIRECTORS | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JERRY C BERNSTEIN MD | ||||||||||
| SECRETARY - BOARD OF DIRECTORS | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LARRY D BARBOUR | ||||||||||
| Vice Chair Board of Directors | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT A CERWIN | ||||||||||
| BOARD MEMBER | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| A BLANTON GODFREY PHD | ||||||||||
| BOARD MEMBER | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| VERN DAVENPORT | ||||||||||
| BOARD MEMBER | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KRISTIN G REPLOGLE | ||||||||||
| BOARD MEMBER | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT C RICE JR | ||||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WILLY E STEWART | ||||||||||
| BOARD MEMBER | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAN BLUE III | ||||||||||
| BOARD MEMBER | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DON MUNFORD | ||||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTINA ALVARADO SHANAHAN | ||||||||||
| BOARD MEMBER | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROYLYN JOHNSON | ||||||||||
| OFFICER - SECRETARY | 50.0 | 0.0 | $98,640 | $0 | $13,040 | Yes (X) | ||||
| DONALD R GINTZIG | ||||||||||
| President & CEO | 70.0 | 0.0 | $950,617 | $0 | $80,899 | Yes (X) | ||||
| DENISE WARREN | ||||||||||
| Exec VP & COO (BEGIN 10/19/15) | 65.0 | 0.0 | $154,572 | $0 | $6,334 | Yes (X) | ||||
| MICHAEL P BROWNING | ||||||||||
| CFO, EXEC. VP (Until 8/5/16) | 65.0 | 0.0 | $256,271 | $0 | $12,032 | Yes (X) | ||||
| JOHN R FINLEY | ||||||||||
| CHIEF COMPLIANCE OFFICER | 65.0 | 0.0 | $171,260 | $0 | $19,876 | Yes (X) | ||||
| MICHAEL D DEVAUGHN | ||||||||||
| CFO, EXECUTIVE VP | 65.0 | 0.0 | $472,554 | $0 | $15,870 | Yes (X) | ||||
| THOMAS GETTINGER | ||||||||||
| COO, EXEC. VP (UNTIL 12/31/15) | 70.0 | 0.0 | $482,050 | $0 | $38,778 | Yes (X) | ||||
| JEANENE R MARTIN | ||||||||||
| SENIOR VP-HUMAN RESOURCES | 60.0 | 0.0 | $301,094 | $0 | $32,077 | Yes (X) | ||||
| E DENTON ARLEDGE | ||||||||||
| VP & CIO | 50.0 | 0.0 | $308,745 | $0 | $35,072 | Yes (X) | ||||
| THOMAS G CAVENDER | ||||||||||
| VP FACILITIES & CONSTRUCTION | 50.0 | 0.0 | $270,206 | $0 | $39,465 | Yes (X) | ||||
| CAROLYN KNAUP | ||||||||||
| SENIOR VP-AMBULATORY SERVICES | 62.0 | 0.0 | $293,965 | $0 | $37,266 | Yes (X) | ||||
| BETSY GASKINS-MCCLAINE | ||||||||||
| VP HEART & VASCULAR | 65.0 | 0.0 | $253,661 | $0 | $18,133 | Yes (X) | ||||
| CYNTHIA ALNESS-BOILY | ||||||||||
| SENIOR VP-OPERATIONS & CNO | 60.0 | 0.0 | $338,205 | $0 | $31,042 | Yes (X) | ||||
| VICKI BLOCK | ||||||||||
| SR VP & ADMINISTRATOR RALEIGH | 60.0 | 0.0 | $298,566 | $0 | $28,265 | Yes (X) | ||||
| DUDLEY HARRINGTON | ||||||||||
| VP REVENUE CYCLE | 60.0 | 0.0 | $275,276 | $0 | $39,895 | Yes (X) | ||||
| GEORGIA C HARRINGTON | ||||||||||
| VP OPERATIONS | 55.0 | 0.0 | $231,276 | $0 | $26,703 | Yes (X) | ||||
| JOHN S PIATKOWSKI | ||||||||||
| SR VP AMBULATORY & PHYSICAN OP | 60.0 | 0.0 | $412,882 | $0 | $38,538 | Yes (X) | ||||
| SHERI D DESHAZO | ||||||||||
| SR VP ADMINISTRATION-NORTH | 63.0 | 0.0 | $222,568 | $0 | $38,220 | Yes (X) | ||||
| GURVINDER S DEOL | ||||||||||
| PHYSICIAN | 65.0 | 0.0 | $1,036,905 | $0 | $67,807 | Yes (X) | ||||
| JONATHAN D CHAPPELL | ||||||||||
| PHYSICIAN | 60.0 | 0.0 | $913,129 | $0 | $57,010 | Yes (X) | ||||
| OKECHUKWU E NWOKO | ||||||||||
| PHYSICIAN | 65.0 | 0.0 | $1,000,925 | $0 | $47,817 | Yes (X) | ||||
| TIMOTHY E HARRIS | ||||||||||
| PHYSICIAN | 60.0 | 0.0 | $812,750 | $0 | $63,779 | Yes (X) | ||||
| JAMES T O'NEIL JR | ||||||||||
| PHYSICIAN | 53.0 | 0.0 | $818,314 | $0 | $45,141 | Yes (X) | ||||
| KATHLEEN K GORMLEY | ||||||||||
| EXEC VP-OP & AMBULATORY | 0.0 | 0.0 | $490,004 | $0 | $0 | Yes (X) | ||||
| DAVID C COULTER | ||||||||||
| SENIOR VP-ADMINISTRATOR CARY | 0.0 | 0.0 | $159,818 | $0 | $13,935 | Yes (X) | ||||
| WILLIAM K ATKINSON PHD | ||||||||||
| FORMER CEO | 0.0 | 0.0 | $721,020 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $11,745,273 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $846,994 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6960 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Evolent Health | |||||
| 300 N Glebe Rd Ste 500 | Arlington | VA | 22203 | Healthcare consult | $18,094,458 |
| Amcol Systems | |||||
| PO Box 21625 | Columbia | SC | 29221 | collection service | $10,092,039 |
| Cary Cardiology | |||||
| 300 Keisler Dr Ste 204 | Cary | NC | 27518 | CARDIOLOGY SERVICES | $8,477,946 |
| Xtend Healthcare LLC | |||||
| 500 W Main St Ste 14 | Hendersonville | TN | 37075 | collection service | $4,549,547 |
| University of NC Hospitals | |||||
| Gen Acctg Ste 2033 211 Friday Cen | Chapel Hill | NC | 27517 | Healthcare Services | $2,965,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 92 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $34,761 | RelatedOrganizationsAmt |
| Government Grants | $4,083,801 | GovernmentGrantsAmt |
| All Other Contributions | $551,890 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $4,670,452 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Patient Services | 621500 | $1,080,354,363 | $1,080,354,363 | $0 | $0 |
| Non-patient Services | 621500 | $6,929,983 | $0 | $6,929,983 | $0 |
| Cafeteria | 722210 | $5,054,658 | $0 | $0 | $5,054,658 |
| Purch Discnts/Rebates/VHA | 900099 | $3,376,755 | $3,376,755 | $0 | $0 |
| Other Operating Revenue | 900099 | $13,437,697 | $5,465,500 | $1,129,759 | $6,842,438 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,633,082 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,633,082 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,113,786,538 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,077,267 | TotalRevenueColumnAmt |
| Exclusion | $9,077,267 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $528,367 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $112,592 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $415,775 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $415,775 | TotalRevenueColumnAmt |
| Exclusion | $415,775 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $281,946,382 | SecuritiesAmt |
| Other | $192,891 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $284,741,278 | SecuritiesAmt |
| Other | $24,535 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,794,896 | SecuritiesAmt |
| Other | $168,356 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,626,540 | TotalRevenueColumnAmt |
| Exclusion | -$2,626,540 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REVENUE FROM JOINT VENTURE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,333,468 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,457,342 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$123,874 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,333,468 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,126,656,960 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,095,287,042 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $7,935,868 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,763,598 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,957,405 | TotalAmt |
| Program Services | $1,957,405 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,968 | TotalAmt |
| Program Services | $147,968 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,944,824 | TotalAmt |
| Program Services | $6,375,481 | ProgramServicesAmt |
| Management And General | $1,569,343 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $540,756,071 | TotalAmt |
| Program Services | $459,642,660 | ProgramServicesAmt |
| Management And General | $81,113,411 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,851,700 | TotalAmt |
| Program Services | $23,673,945 | ProgramServicesAmt |
| Management And General | $4,177,755 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,313,159 | TotalAmt |
| Program Services | $46,166,185 | ProgramServicesAmt |
| Management And General | $8,146,974 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,587,099 | TotalAmt |
| Program Services | $31,099,034 | ProgramServicesAmt |
| Management And General | $5,488,065 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,353,794 | TotalAmt |
| Program Services | $2,212,566 | ProgramServicesAmt |
| Management And General | $141,228 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,676 | TotalAmt |
| Program Services | $406,185 | ProgramServicesAmt |
| Management And General | $37,491 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $431,288 | TotalAmt |
| Program Services | $431,288 | ProgramServicesAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,001,598 | TotalAmt |
| Program Services | $941,502 | ProgramServicesAmt |
| Management And General | $60,096 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,777,071 | TotalAmt |
| Program Services | $56,190,447 | ProgramServicesAmt |
| Management And General | $3,586,624 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,942,829 | TotalAmt |
| Program Services | $4,646,259 | ProgramServicesAmt |
| Management And General | $296,570 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,736,366 | TotalAmt |
| Program Services | $32,652,184 | ProgramServicesAmt |
| Management And General | $2,084,182 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,968,348 | TotalAmt |
| Program Services | $15,010,247 | ProgramServicesAmt |
| Management And General | $958,101 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,808,011 | TotalAmt |
| Program Services | $19,559,530 | ProgramServicesAmt |
| Management And General | $1,248,481 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $798,571 | TotalAmt |
| Program Services | $750,657 | ProgramServicesAmt |
| Management And General | $47,914 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,061,891 | TotalAmt |
| Program Services | $998,178 | ProgramServicesAmt |
| Management And General | $63,713 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,141,404 | TotalAmt |
| Program Services | $14,141,404 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,150,601 | TotalAmt |
| Program Services | $71,150,601 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$2,131,046 | TotalAmt |
| Program Services | -$2,003,183 | ProgramServicesAmt |
| Management And General | -$127,863 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Medical Supplies | $155,235,239 | $155,235,239 | $0 | $0 |
| GAP Assessment | $25,366,654 | $23,844,655 | $1,521,999 | $0 |
| Repairs/Maintenance | $21,829,111 | $17,463,289 | $4,365,822 | $0 |
| UBI TAXES | $10,180 | $0 | $10,180 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,335,426 | TotalAmt |
| Program Services | $17,244,869 | ProgramServicesAmt |
| Management And General | $1,090,557 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,115,819,238 | TotalAmt |
| Program Services | $999,938,595 | ProgramServicesAmt |
| Management And General | $115,880,643 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,196 | BOYAmt |
| EOY | $56,120 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $467,794,154 | BOYAmt |
| EOY | $489,472,711 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,092 | BOYAmt |
| EOY | $147,828 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,674,048 | BOYAmt |
| EOY | $169,635,294 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,460,672 | BOYAmt |
| EOY | $5,926,487 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,488,355 | BOYAmt |
| EOY | $19,535,643 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,090,921 | BOYAmt |
| EOY | $10,539,870 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,467,775,201 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $946,903,657 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,875,839 | BOYAmt |
| EOY | $520,871,544 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,611,521 | BOYAmt |
| EOY | $83,219,393 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $547,174 | BOYAmt |
| EOY | $367,584 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,651,950 | BOYAmt |
| EOY | $116,299,673 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,424,443,922 | BOYAmt |
| EOY | $1,416,072,147 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,795,661 | BOYAmt |
| EOY | $133,276,929 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $787,099 | BOYAmt |
| EOY | $398,335 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $433,192,380 | BOYAmt |
| EOY | $421,832,721 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000,000 | BOYAmt |
| EOY | $100,000,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,138,654 | BOYAmt |
| EOY | $27,017,343 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $714,913,794 | BOYAmt |
| EOY | $682,525,328 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $708,942,590 | BOYAmt |
| EOY | $732,884,268 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,020 | BOYAmt |
| EOY | $325,198 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,518 | BOYAmt |
| EOY | $337,353 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $709,530,128 | BOYAmt |
| EOY | $733,546,819 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,424,443,922 | BOYAmt |
| EOY | $1,416,072,147 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $10,837,722 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $14,614,493 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$1,435,524 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Media Advertisements | $0 | MediaAdvertisementsAmt |
| Mailings Members | false | MailingsMembersInd |
| Mailings Members | $0 | MailingsMembersAmt |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $0 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $0 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $529,399 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Rallies Demonstrations | $0 | RalliesDemonstrationsAmt |
| Other Activities | false | OtherActivitiesInd |
| Other Activities | $0 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $529,399 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | 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 ORGANIZATIONS 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. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $335,518 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,601 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,766 | AdministrativeExpensesAmt |
| End Year Balance | $337,353 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $332,541 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,776 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,799 | AdministrativeExpensesAmt |
| End Year Balance | $335,518 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $329,232 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,081 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,772 | AdministrativeExpensesAmt |
| End Year Balance | $332,541 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $324,984 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,008 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,760 | AdministrativeExpensesAmt |
| End Year Balance | $329,232 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $327,535 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,044 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,310 | OtherExpendituresAmt |
| Administrative Expenses | $1,285 | AdministrativeExpensesAmt |
| End Year Balance | $324,984 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,889,817 | OtherCostOrOtherBasisAmt |
| Book Value | $3,889,817 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $613,592,001 | OtherCostOrOtherBasisAmt |
| Depreciation | $292,715,533 | DepreciationAmt |
| Book Value | $320,876,468 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,775,571 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,446,655 | DepreciationAmt |
| Book Value | $11,328,916 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $797,038,654 | OtherCostOrOtherBasisAmt |
| Depreciation | $624,210,669 | DepreciationAmt |
| Book Value | $172,827,985 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,479,158 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,530,800 | DepreciationAmt |
| Book Value | $11,948,358 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $520,871,544 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Restricted Funds | $44,862,962 |
| Designated Funds | $37,604,162 |
| Other Equity Investments | $23,666,637 |
| Prepaid Pension | $10,165,912 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $116,299,673 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to third parties | $8,517,138 |
| Accrued Malpractice | $16,032,893 |
| Deferred Landlord incentives | $170,014 |
| DEFERRED INFLOWS OF RESOURCES | $2,297,298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $27,017,343 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Intended use of endowment funds | FormAndLineReferenceDesc |
| Explanation | SCHEDULE D, PART V, LINE 4 The Allen Trust endowment funds are used to provide poor and indigent patients with private nursing care. WakeMed defines poor and indigent as those with a financial class of self-pay or Medicaid. A sitter can be either in the hospital or in a home setting. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|
| Central America and the Caribbean | Investments | $60,000 | |
| Central America and the Caribbean | Captive Insurance | $9,735,026 | Insurance premiums/exp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $9,795,026 | SubtotalSpentAmt |
| Total Spent | $9,795,026 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 250. | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | false | FPGReferenceDiscountedCareInd |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (true) | ExpensesExceedBudgetInd |
| Unable To Provide Care | false | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $67,708,576 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $67,708,576 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06070 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $198,340,337 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $155,788,191 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $42,552,146 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03810 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,573,658 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,274,598 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $299,060 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00030 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $267,622,571 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $157,062,789 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $110,559,782 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.09910 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $8,252,932 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $250,506 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $8,002,426 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00720 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $11,033,180 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $7,984,909 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,048,271 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00270 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $665,106 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $665,106 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00060 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $19,951,218 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $8,235,415 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $11,715,803 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01050 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $287,573,789 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $165,298,204 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $122,275,585 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.10960 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $151,529 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $151,529 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $616,290 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $616,290 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00060 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $5,500 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $5,500 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,615,581 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $48,871 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,566,710 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00290 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,388,900 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $48,871 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,340,029 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00360 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $18,394,840 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $319,194,231 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $373,657,761 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$54,463,530 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp
Entity Name EntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Captial City Surgery | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | healthcare | PrimaryActivitiesTxt |
| Org Profit Or Ownership | 0.5 | OrgProfitOrOwnershipPct |
| Physicians Profit Or Ownership | 0.1543 | PhysiciansProfitOrOwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 2 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (2 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Teaching HospitalTeachingHospitalInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WakeMed Raleigh Campus | |||||||||||
| 1 | 3000 New Bern Ave | Raleigh | NC | 27610 | WWW.WAKEMED.ORG | H0199 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A |
| WAKEMED CARY HOSPITAL | |||||||||||
| 2 | 1900 KILDAIRE FARM ROAD | Cary | NC | 27518 | WWW.WAKEMED.ORG | H0276 | Yes (X) | Yes (X) | Yes (X) | A | |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Information Gaps | Yes (X) | InformationGapsInd |
| CHNA Conducted | 16 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (true) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | SEE SECTION C | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 16 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | SEE SECTION C | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 250. | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 300. | FPGFamilyIncmLmtDscntCarePct |
| Income Level Criteria | Yes (X) | IncomeLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | SEE SECTION C | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | SEE SECTION C | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | SEE SECTION C | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| FAP Notice Displayed | Yes (X) | FAPNoticeDisplayedInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Average Negotiated Rates | Yes (X) | AverageNegotiatedRatesInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 5 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. (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 became available in June 2016 from which WakeMed compiled its 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 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 prioritization sessions were held. In total more than 1,500 people participated in the process. Each of these processes sought to include a broad cross section of the communities served by WakeMed. |
| SCHEDULE H, PART V, SECTION B, LINES 6A | 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, LINES 6B WAKE 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 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 - Mental Health & Substance Abuse WakeMeds 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 community. |
| SCHEDULE H, PART V, SECTION B, LINE 16A | http://www.wakemed.org/workfiles/regulatory/charity-care-policy.pdf http//www.wakemed.org/workfiles/regulatory/charity-care-policy-spanish-pdf |
| 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 22b | WakeMed used the average of its three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged to any self-pay or uninsured patient. This is an automatic write off that is provided to these patients. However, WakeMed also has a charity program where these patients (who have already received a 50% adjustment) can receive additional adjustments if they qualify. During the 2015 tax year, these patients were provided a 100% write off and WakeMed held the patient responsible for co-pays directly associated with the treatment received. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 14 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| Wake Specialty Physicians LLC | ||||
| 3024 New Bern Avenue | Raleigh | NC | 27610 | Medical Practice |
| WAKEMED NORTH FAM HEALTH & WOMEN'S HOSP | ||||
| 10000 Falls of The Neuse Rd | Raleigh | NC | 27614 | WOMEN'S SURGERY, PREGNANCY CHILDBIRTH, OP/AMB SURG CNTR EM DEPT, LAB, RADIOLOGY, THRPY |
| 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 | Emergency Department Laboratory, Radiology |
| WakeMed Apex Healthplex | ||||
| 120 Healthplex Way | Apex | NC | 27502 | Emergency Department Laboratory, Radiology |
| WAKEMED BRIER CREEK HEALTHPLEX | ||||
| 8001 TW Alexander Drive | Raleigh | NC | 27617 | Emergency Department Laboratory, Radiology |
| WAKEMED MEDICAL PARK | ||||
| 23 Sunnybrook Road | Raleigh | NC | 27610 | Laboratory, Radiology |
| WAKEMED CLAYTON MEDICAL PARK | ||||
| 555 MEDICAL PARK PLACE | Clayton | NC | 27520 | Lab, Radiology, Phys, Occup & Speech Therapy |
| WAKEMED HOME HEALTH | ||||
| 2920 HIGHWOODS BLVD SUITE 200 | Raleigh | NC | 27604 | Home Health, Home IV Therapy, Phys, Occupp & Speech, PICC Private Duty Nursing |
| WakeMed Alexander YMCA | ||||
| 1603 Hillsborough Street | Raleigh | NC | 27605 | Physical Therapy |
| WakeMed Wake Forest Road | ||||
| 3701 Wake Forest Road | Raleigh | NC | 27609 | Phys, Occup, Speech, and Pediatric Speech Therapy |
| WakeMed Kraft Family YMCA | ||||
| 8921 HOLLY SPRINGS ROAD | Apex | NC | 27539 | Phys & Occup Therapy, Cardiac Rehabilitation, Nutritional Counseling |
| WAKEMED CARY FAMILY | ||||
| 101 YMCA Drive | Cary | NC | 27513 | Physical Therapy |
| WakeMed Kerr Family YMCA | ||||
| 2500 Wakefield Pines Drive | Raleigh | NC | 27614 | Physical Therapy |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Line 1: | Part I, Line 7a: Charity care is reported as the systems charity care at cost, using a cost to charge ratio calculated as in Worksheet 2. Part I, Line 7b: Medicaid costs are derived from our cost accounting system, which addresses all patient segments. Part I, Line 7c: Costs of other government programs are derived from our cost accounting system, which addresses all patient segments. Part I, Line 7f: Per Medicare Cost Report 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. 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. Part III, Line 3: 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. In order to qualify a patient must apply and meet Financial Assistance Policy (FAP) requirements. Part III, Line 4: The text of the footnote to WakeMeds 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 managements 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." Part III, Line 8: The Medicare allowable costs were determined from the Medicare Cost Report, as specified in the provider reimbursement manual. WakeMed believes that all of the $54,463,530 Medicare shortfall should be considered as 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 37.3% of hospital revenues. 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 a community benefit, the percent of total expenses attributable to community benefit would increase from 10.02% to 15.80%. Part III, Line 9b: WakeMed provides many opportunities to educate patients on our financial assistance program prior to discharge and again once 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 the first statement 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. At any point, if the patient did not apply and ended up in collections due to non-communication, however, eventually expressed interest in financial assistance, a form is supplied. The patient at that point does have the opportunity to apply and all collections would cease. This is completed at the point in which the application is received, even if not all additional documentation is provided. |
| 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 communities 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 were receiving with other national studies. It can be found on WakeMed website at the following address: http://www.wakemed.org/documents/wake-county-community-health-needs-assess ment.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. 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. Through this department a strategic plan is developed and updated annually. |
| Line 3: | WakeMed posts the required EMTALA notice at all portals of entry where an Emergency Departments is present. The signage notes that WakeMed participates in the Medicaid 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" folders 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 selected 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 will assist with the application. WakeMed includes information regarding financial assistance in all patient billing statements. |
| 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 the only market in the state 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 998,000 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 and that growth is expected to continue. According to data from Claritas, Wake County is projected to grow at a higher annual rate than its peer geographies at 1.9 percent annually from 2010 to 2020 with the addition of over 182,000 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. |
| TABLE ONE: PRIMARY SERVICE AREA POPULATION 1 | WAKE COUNTY JOHNSTON COUNTY TOTAL 2010 935,530 174,793 1,110,323 2015 1,112,839 204,911 1,317,750 % CHANGE 19.0%(3.5%/ANNUM) 17.2%(3.2%/ANNUM) 18.7%(3.4%/ANNUM) RACE AND ETHNICITY WHITE 72% 78% 73% BLACK 20% 16% 19% ASIAN 3% 0% 3% OTHER/UNKNOWN 5% 6% 5% HISPANIC* 8% 11% 9% *(NOT CONSIDERED A RACE, INCLUDED IN TOTALS ABOVE) |
| 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 1,000+ person medical staff is open and comprised primarily of independent practitioners, although the number of employed physicians is growing and now totals more than 280 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 and emergency departments. 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 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 nearly 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. - Continuing efforts to educate healthcare providers of today and tomorrow recognizing that these efforts will ensure a skilled workforce which ultimately builds a healthier 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. |
| Line 6: N/A | |
| 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 web site. WakeMed also voluntarily files a similar community benefit report with the North Carolina Hospital Association. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| American Heart Association | ||||||||||
| 4217 Park Place Ct | Glen Allen | VA | 23060 | 135613797 | 501(c)(3) | $25,000 | general support | |||
| Alliance Medical Ministry | ||||||||||
| 101 Donald Ross Dr | Raleigh | NC | 27610 | 562168673 | 501(c)(3) | $377,125 | medical care | $0 | ||
| Capital Area Soccer League | ||||||||||
| 5017 Memory Rd | Raleigh | NC | 27609 | 237441292 | 501(c)(3) | $10,000 | general support | $0 | ||
| Dorothea Dix Park Conservancy | ||||||||||
| PO Box 28575 | Raleigh | NC | 27611 | 208421281 | 501(c)(3) | $10,000 | general support | $0 | ||
| Interfaith Food Shuttle | ||||||||||
| 1001 Blair Dr | Raleigh | NC | 27620 | 561753180 | 501(c)(3) | $6,109 | general support | $11,808 | FMV | food |
| Kidznotes Inc - Band Together NC | ||||||||||
| 120 Morris St | Durham | NC | 27701 | 270446845 | 501(c)(3) | $10,000 | general support | $0 | ||
| LinkNica | ||||||||||
| 7028 Rainwater Rd | Raleigh | NC | 27615 | 810893209 | 501(c)(3) | $10,000 | general support | $0 | ||
| Marbles Kids Museum | ||||||||||
| 201 E Hargett St | Raleigh | NC | 27601 | 581647538 | 501(c)(3) | $20,000 | general support | $0 | ||
| NC Museum of Art | ||||||||||
| 2110 Blue Ridge Rd | Raleigh | NC | 27607 | 237071511 | 501(c)(3) | $10,000 | general support | $0 | ||
| NC Symphony | ||||||||||
| 3700 Glenwood Ave Ste 130 | Raleigh | NC | 27612 | 560556755 | 501(c)(3) | $28,605 | general support | $0 | ||
| Urban Ministries of NC | ||||||||||
| PO Box 26476 | Raleigh | NC | 27611 | 581422700 | 501(c)(3) | $10,000 | general support | $0 | ||
| Wake Tech College Foundation | ||||||||||
| 9109 Fayetteville Rd | Raleigh | NC | 27603 | 237017752 | 501(c)(3) | $10,000 | general support | $0 | ||
| WakeMed Foundation | ||||||||||
| 3000 New Bern Ave | Raleigh | NC | 27610 | 561916549 | 501(c)(3) | $46,251 | medical care | $0 | ||
| YMCA of the Triangle | ||||||||||
| 801 Corporate Dr | Raleigh | NC | 27606 | 560591307 | 501(c)(3) | $17,000 | general support | $0 | ||
| Wake County Human Services | ||||||||||
| PO Box 46833 | Raleigh | NC | 27620 | 566000376 | GOV'T | $396,139 | general support | $0 | ||
| C3 Healthcare | ||||||||||
| 8310 Brandford Way | Raleigh | NC | 27615 | 464497775 | $606,810 | medical care | $0 | |||
| Debnam Clinic | ||||||||||
| 1501 Poole Rd | Raleigh | NC | 27610 | 561977593 | $216,000 | medical care | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|
| HEART CENTER- RONALD MCDONALD | 1825 | $83,780 | House Usage |
| PRESCRIPTION DRUGS | 5361 | $64,188 | RX-INDIGENT PATIENTS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Procedures for monitoring the use of Grant Funds | FormAndLineReferenceDesc |
| Explanation | Schedule I, Part I, line 2 All Grant/Funding requests must be made in writing, and 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. WakeMed also keeps a file on each organization and reason for the gift. In most cases WakeMed tracks how the gift was used, 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHLEEN K GORMLEY | ||||||||||||||
| EXEC VP-OP & AMBULATORY | $0 | $0 | $20,000 | $0 | $470,004 | $0 | $0 | $0 | $0 | $0 | $490,004 | $0 | $0 | $0 |
| DAVID C COULTER | ||||||||||||||
| SENIOR VP-ADMINISTRATOR CARY | $153,391 | $0 | $0 | $0 | $6,427 | $0 | $9,417 | $0 | $4,518 | $0 | $173,753 | $0 | $0 | $0 |
| JEANENE R MARTIN | ||||||||||||||
| SENIOR VP-HUMAN RESOURCES | $284,531 | $0 | $0 | $0 | $16,563 | $0 | $16,510 | $0 | $15,567 | $0 | $333,171 | $0 | $0 | $0 |
| E DENTON ARLEDGE | ||||||||||||||
| VP & CIO | $299,319 | $0 | $0 | $0 | $9,426 | $0 | $16,530 | $0 | $18,542 | $0 | $343,817 | $0 | $0 | $0 |
| THOMAS G CAVENDER | ||||||||||||||
| VP FACILITIES & CONSTRUCTION | $249,921 | $0 | $0 | $0 | $20,285 | $0 | $16,432 | $0 | $23,033 | $0 | $309,671 | $0 | $0 | $0 |
| CAROLYN KNAUP | ||||||||||||||
| SENIOR VP-AMBULATORY SERVICES | $277,709 | $0 | $0 | $0 | $16,256 | $0 | $16,392 | $0 | $20,874 | $0 | $331,231 | $0 | $0 | $0 |
| BETSY GASKINS-MCCLAINE | ||||||||||||||
| VP HEART & VASCULAR | $252,602 | $0 | $0 | $0 | $1,059 | $0 | $15,774 | $0 | $2,359 | $0 | $271,794 | $0 | $0 | $0 |
| CYNTHIA ALNESS-BOILY | ||||||||||||||
| SENIOR VP-OPERATIONS & CNO | $315,586 | $0 | $0 | $0 | $22,619 | $0 | $16,273 | $0 | $14,769 | $0 | $369,247 | $0 | $0 | $0 |
| VICKI BLOCK | ||||||||||||||
| SR VP & ADMINISTRATOR RALEIGH | $282,541 | $0 | $0 | $0 | $16,025 | $0 | $16,021 | $0 | $12,244 | $0 | $326,831 | $0 | $0 | $0 |
| DUDLEY HARRINGTON | ||||||||||||||
| VP REVENUE CYCLE | $271,867 | $0 | $0 | $0 | $3,409 | $0 | $16,201 | $0 | $23,694 | $0 | $315,171 | $0 | $0 | $0 |
| GEORGIA C HARRINGTON | ||||||||||||||
| VP OPERATIONS | $229,525 | $0 | $0 | $1,751 | $0 | $14,466 | $0 | $12,237 | $0 | $257,979 | $0 | $0 | $0 | |
| GURVINDER S DEOL | ||||||||||||||
| PHYSICIAN | $617,263 | $0 | $416,822 | $0 | $2,820 | $0 | $45,735 | $0 | $22,072 | $0 | $1,104,712 | $0 | $0 | $0 |
| JONATHAN D CHAPPELL | ||||||||||||||
| PHYSICIAN | $576,717 | $0 | $335,798 | $0 | $614 | $0 | $40,387 | $0 | $16,623 | $0 | $970,139 | $0 | $0 | $0 |
| DONALD R GINTZIG | ||||||||||||||
| President & CEO | $892,968 | $0 | $0 | $0 | $57,649 | $0 | $63,367 | $0 | $17,532 | $0 | $1,031,516 | $0 | $0 | $0 |
| OKECHUKWU E NWOKO | ||||||||||||||
| PHYSICIAN | $543,709 | $0 | $456,309 | $0 | $907 | $0 | $40,998 | $0 | $6,819 | $0 | $1,048,742 | $0 | $0 | $0 |
| TIMOTHY E HARRIS | ||||||||||||||
| PHYSICIAN | $599,627 | $0 | $210,326 | $0 | $2,797 | $0 | $40,181 | $0 | $23,598 | $0 | $876,529 | $0 | $0 | $0 |
| DENISE WARREN | ||||||||||||||
| Exec VP & COO (BEGIN 10/19/15) | $83,819 | $0 | $50,000 | $0 | $20,753 | $0 | $4,660 | $0 | $1,674 | $0 | $160,906 | $0 | $0 | $0 |
| MICHAEL P BROWNING | ||||||||||||||
| CFO, EXEC. VP (Until 8/5/16) | $181,021 | $0 | $75,000 | $0 | $250 | $0 | $7,731 | $0 | $4,301 | $0 | $268,303 | $0 | $0 | $0 |
| JOHN R FINLEY | ||||||||||||||
| CHIEF COMPLIANCE OFFICER | $119,117 | $0 | $25,000 | $0 | $27,143 | $0 | $9,516 | $0 | $10,360 | $0 | $191,136 | $0 | $0 | $0 |
| JOHN S PIATKOWSKI | ||||||||||||||
| SR VP AMBULATORY & PHYSICAN OP | $396,387 | $0 | $0 | $0 | $16,495 | $0 | $15,900 | $0 | $22,638 | $0 | $451,420 | $0 | $0 | $0 |
| SHERI D DESHAZO | ||||||||||||||
| SR VP ADMINISTRATION-NORTH | $208,956 | $0 | $0 | $0 | $13,612 | $0 | $14,059 | $0 | $24,161 | $0 | $260,788 | $0 | $0 | $0 |
| JAMES T O'NEIL JR | ||||||||||||||
| PHYSICIAN | $447,995 | $0 | $369,955 | $0 | $364 | $0 | $27,755 | $0 | $17,386 | $0 | $863,455 | $0 | $0 | $0 |
| WILLIAM K ATKINSON PHD | ||||||||||||||
| FORMER CEO | $0 | $0 | $0 | $0 | $721,020 | $0 | $0 | $0 | $0 | $0 | $721,020 | $0 | $0 | $0 |
| MICHAEL D DEVAUGHN | ||||||||||||||
| CFO, EXECUTIVE VP | $433,766 | $0 | $20,000 | $0 | $18,788 | $0 | $8,982 | $0 | $6,888 | $0 | $488,424 | $0 | $0 | $0 |
| THOMAS GETTINGER | ||||||||||||||
| COO, EXEC. VP (UNTIL 12/31/15) | $442,806 | $0 | $20,000 | $0 | $19,244 | $0 | $16,433 | $0 | $22,345 | $0 | $520,828 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | KEY EMPLOYEES BENEFITS REQUIRING GROSS-UP ARE COVERED BY EMPLOYMENT AGREEMENT, AND ADDITIONAL ONES ARE APPROVED BY THE BOARD OF DIRECTORS. |
| SCHEDULE J, PART I, LINE 4A | William K. Atkinson, former CEO, severance paid $721,020; date of termination 9/19/2015 Kathleen K. Gormley, former key employee, severance paid $490,004; date of termination 6/4/2014 |
| SCHEDULE J, PART I, LINE 4B | WakeMed maintained a 457f plan for certain individuals. Contributions were made to only six of these during the fiscal year. The following individuals participated in WakeMeds 457f plan during the fiscal year ending 9/30/2016: Donald Gintzig $46,710 Gurvider S. Deol $36,334 Jonathan D. Chappell $30,458 Okechukwu E. Nwoko $32,226 Timothy E. Harris $31,243 James T. ONeil $19,803 |
| 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 margin. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| North Carolina Medical Care Commission | ||||||||
| A | 521309402 | 65821DC58 | 2009-02-26 | $75,000,000 | See Part VI | false | false | false |
| North Carolina Medical Care Commission | ||||||||
| B | 521309402 | 65821DCW9 | 2009-07-16 | $81,780,000 | See Part VI | false | false | false |
| North Carolina Medical Care Commission | ||||||||
| C | 521309402 | 65821DLY5 | 2012-07-11 | $315,717,962 | See Part VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $75,249,667 | $0 | $0 | $0 | $835,544 | $37,919 | $0 | $74,376,204 | $0 | $0 | 2010 | false | false | Yes (true) | Yes (true) |
| B | $23,310,000 | $0 | $81,780,000 | $0 | $0 | $0 | $817,125 | $41,347 | $0 | $0 | $80,921,528 | $0 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $23,975,000 | $0 | $315,718,073 | $0 | $0 | $172,556,247 | $2,994,195 | $0 | $0 | $0 | $140,167,631 | $0 | 2012 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) | |
| C | false | Yes (true) | Yes (true) | Yes (true) | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | false | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PURPOSE | Schedule K, Part I, A(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. |
| PURPOSE | SCHEDULE K, PART I, B(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. |
| PURPOSE | 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 corporation's healthcare facilities. The date of issue for the refunded 2011 bonds is 3/15/2001 and date of issue for the refunded 2009A bonds is 2/10/2009. |
| Total proceeds of issue | Schedule K, Part II, 3, Columns A, 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. |
| Capital expenditures from proceeds | Schedule K, Part II, Line 10, Column A Bond series 2009B generated $249,667 in interest. |
| Arbitrage rebate | Schedule K, Part IV, 2c Arbitrage rebate calculation performed on 2/25/2014 for A; 7/15/2014 for B, next scheduled calculation date for C is 10/1/2017. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 - Zebulon-Wendell 16. WakeMed Raleigh Campus 17. WakeMed Cary Hospital 18. WakeMed North Healthplex 19. WakeMed Clayton Medical Park 20. WakeMed Cary Outpatient Rehab Center 21. WakeMed Fuquay-Varina Outpatient & Skilled Nursing Facility 22. WakeMed Zebulon/Wendell Outpatient & Skilled Nursing Facility 23. WakeMed Wake Forest Road Outpatient Rehab Center 24. WakeMed Home Health 25. WakeMed Health & Hospitals 26. WakeMed Emergency Services Institute 27. WakeMed Center for Patient Safety 28. WakeMed Apex Healthplex 29. WakeMed Apex Day Surgery Center, LLC 30. WakeMed Professional Staff 31. WakeMed Mobile Critical Care Services 32. WakeMed Center for Innovative Learning 33. WakeMed Brier Creek Healthplex 34. WakeMed Outpatient Pharmacy 35. WakeMed Garner Healthplex 36. WakeMed Zebulon/Wendell Outpatient Rehabilitation 37. WakeMed Children's Hospital 38. WakeMed Children's 39. WakeMed North 40. WakeMed Rehabilitation Hospital 41. WakeMed Brier Creek Medical Park 42. WakeMed Raleigh Medical Park 43. WakeMed OP Rehab - Banks D Kerr Family YMCA Raleigh, NC 44. WakeMed OP Rehab - Cary Family YMCA Cary, NC 45. WakeMed OP Rehab - Kraft Family YMCA Apex, NC 46. WakeMed OP Rehab - Alexander Family YMCA Raleigh, NC 47. WakeMed Physician Practices OTHER REGISTERED DBA'S INCLUDE: 48. Wake Specialty Brier Creek Internal Medicine 49. Wake Specialty ENT - Head & Neck Surgery 50. Wake Specialty Facial Plastics 51. Wake Specialty Gastroenterology & Hepatology 52. Wake Specialty General Surgery 53. Wake Specialty OB/GYN 54. Wake Specialty Physicians ENT - Head & Neck Surgery 55. Wake Specialty Physicians Facial Plastics 56. Wake Specialty Physicians Gastroenterology & Hepatology 57. Wake Specialty Physicians General Surgery 58. Wake Specialty Physicians Internal Medicine Brier Creek 59. Wake Specialty Physicians OB/GYN 60. Wake Specialty Physicians Urology 61. Wake Specialty Physicians Women's Center 62. Wake Specialty Urology 63. Wake Specialty Women's Center 64. Wake Specialty Physicians Maternal Fetal Medicine 65. Wake Specialty Physicians Employee Health 66. Falls Pointe Medical Group 67. Wake Specialty Physicians - City Center Medical Group 68. Wake Specialty Physicians - Carolina Cardiology 69. Wake Specialty Physicians - Concussion Clinic 70. Wake Specialty Physicians - Apex Medical Group 71. Wake Specialty Physicians - Accent Urgent Care 72. Wake Specialty Physicians - Wake Orthopaedics 73. Wake Specialty Physicians - North Wake Internal Medicine 74. Wake Specialty Physicians Pulmonology 75. Wake Specialty Physicians - Knightdale Family Practice 76. Wake Specialty Physicians - Carolina Cardiovascular Surgical Associates 77. Wake Specialty Physicians - Capital Urology 78. Wake Specialty Physicians - Morrisville Primary Care 79. Wake Specialty Physicians - Garner Primary Care 80. Wake Specialty Physicians - Fuquay Varina Primary Care 81. Wake Specialty Physicians - Structural Heart 82. Wake Specialty Physicians - Raleigh Cardiology 83. Wake Specialty Physicians - Raleigh Cardiology Associates 84. Wake Specialty Physicians - Cardiovascular 85. Wake Specialty Physicians - Parkway Primary Care 86. WakeMed Physician Practices Physical Therapy 87. Wake Orthopaedics 88. WakeMed Urgent Care 89. WakeMed Heart and Vascular Physicians |
| 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 TO 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 DELEGATED POWERS, CEO, CORPORATE STAFF, EXECUTIVE STAFF, DIRECTORS, 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. |
| PROCESS FOR DETERMINING COMPENSATION OF CEO, EXEC. DIR., OR TOP MGMT | 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 publically 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 (980,983) TRANSFER OF FIXED ASSETS (208,727) DONATED CAPITAL TO FINANCE PPE 519,271 GIFTS/GRANTS/BEQUESTS/PLEDGES 37,856 FOUNDATION TO WAKEMED (131,574) INTERCO CASH TRANSFERS (671,371) ROUNDING 4 ----------- TOTAL (1,435,528) |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| Wake Specialty Physicians LLC | |||||||||
| 2009 New Bern Ave | Raleigh | NC | 27610 | 264169156 | med office | NC | $127,318,732 | $37,609,975 | NA |
| CSAMS New Bern Ave LLC | |||||||||
| 3000 New Bern Ave | Raleigh | NC | 27610 | 260554927 | healthcare | NC | $0 | $561,850 | NA |
| Wake Orthopaedics LLC | |||||||||
| 3009 New Bern Ave | Raleigh | NC | 27610 | 043750760 | med office | NC | $0 | $0 | NA |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Wake Property Services | ||||||||||
| 3000 New Bern Avenue | Raleigh | NC | 27610 | 561133894 | leasing | NC | 501(c)(3) | 11b | NA | false |
| Wake Faculty Practice Plan | ||||||||||
| 3000 New Bern Avenue | Raleigh | NC | 27610 | 237169178 | medical | NC | 501(c)(3) | 11b | NA | false |
| The Volunteers at Cary Campus | ||||||||||
| 3000 New Bern Avenue | Raleigh | NC | 27610 | 561798031 | volunteers | NC | 501(c)(3) | 11b | 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) | 11b | NA | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cap City Surg CNTR | ||||||||||||||
| 3000 New Bern Ave | Raleigh | NC | 27610 | 260804803 | healthcare | NC | NA | Related | $7,153,615 | $3,999,953 | false | $6,920,313 | false | 0.50000 |
| Wake Pet Services | ||||||||||||||
| 3000 New Bern Ave | Raleigh | NC | 27610 | 263108205 | equipment leasing | NC | NA | Related | $181,478 | $59,059 | false | $0 | false | 0.50000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dogwood Ins Co (SPC) Ltd WM Seg Port | |||||||||||||||||
| PO Box 493 Century Yard KY1-1106 | Grand Cayman | CJ | KY1-1106 | Captive | CJ | NA | C Corp | $0 | $49,698,863 | 1.00000 | Yes (true) | ||||||
| WakeMed Key Community Care LLC | |||||||||||||||||
| ACO | NA | C Corp | -$3,964,627 | $2,888,238 | 0.50000 | false | 3000 New Bern Ave | Raleigh | NC | 27610 | 462853835 | NC | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dogwood Ins Co (SPC) LTD Wakemed Seg Port | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionTypeTxt |
| Involved | $9,735,024 | InvolvedAmt |
| Method Of Amount Determination | cash | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Identification of Disregarded Entities | FormAndLineReferenceDesc |
| Explanation | Schedule R, Part I, Line 4 Wake Orthopaedics was merged with Wake Specialty Physicians on August 26, 2015. | ExplanationTxt |
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