WAKE FOREST UNIVERSITY HEALTH SCIENCES: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WAKE FOREST UNIVERSITY HEALTH SCIENCES (EIN 22-3849199)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-13
IRS object ID
201611349349300841
Schema version
2014v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-13T08:07:23-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 NORTH GREENE STREETAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27401ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223849199EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WAKE FOREST UNIVERSITY HEALTH SCIENCESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWAKEBusinessNameControlTxt
Phone3367164445PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1MEDICAL CENTER BLVDAddressLine1Txt
CityWINSTONSALEMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27157ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN D MCCONNELL MDPersonNm
Person TitleCEOPersonTitleTxt
Phone3367164445PhoneNum
Signature2016-05-09SignatureDt
Discuss With Paid Preparer0DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP00008888PTIN
Phone3362753394PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN D MCCONNELL MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1MEDICAL CENTER BLVDAddressLine1Txt
CityWINSTONSALEMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27157ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$788,170,869GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWAKEHEALTH.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionIMPROVING THE HEALTH OF OUR REGION, STATE, AND NATION.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee5206TotalEmployeeCnt
Total Volunteers1567TotalVolunteersCnt
Total Gross UBI$710,379TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$532,334NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$201,910,285PYContributionsGrantsAmt
CY Contributions Grants$218,972,568CYContributionsGrantsAmt
PY Program Service Revenue$368,598,997PYProgramServiceRevenueAmt
CY Program Service Revenue$524,100,112CYProgramServiceRevenueAmt
PY Investment Income$25,845,308PYInvestmentIncomeAmt
CY Investment Income$37,273,796CYInvestmentIncomeAmt
PY Other Revenue$218,706,386PYOtherRevenueAmt
CY Other Revenue$7,496,644CYOtherRevenueAmt
PY Total Revenue$815,060,976PYTotalRevenueAmt
CY Total Revenue$787,843,120CYTotalRevenueAmt
PY Grants And Similar Paid$53,427,402PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$60,749,525CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$451,758,690PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$482,749,887CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$794,695PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$427,686CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,259,922CYTotalFundraisingExpenseAmt
PY Other Expenses$359,252,122PYOtherExpensesAmt
CY Other Expenses$215,943,357CYOtherExpensesAmt
PY Total Expenses$865,232,909PYTotalExpensesAmt
CY Total Expenses$759,870,455CYTotalExpensesAmt
PY Revenues Less Expenses-$50,171,933PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$27,972,665CYRevenuesLessExpensesAmt
Total Assets BOY$1,242,666,097TotalAssetsBOYAmt
Total Assets EOY$1,262,229,986TotalAssetsEOYAmt
Total Liabilities BOY$766,484,531TotalLiabilitiesBOYAmt
Total Liabilities EOY$765,013,635TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$476,181,566NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$497,216,351NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ORGANIZATION IS PART OF WAKE FOREST BAPTIST MEDICAL CENTER, A PREEMINENT, INTERNATIONALLY RECOGNIZED ACADEMIC MEDICAL CENTER OF THE HIGHEST QUALITY WITH BALANCED EXCELLENCE IN PATIENT CARE, RESEARCH AND EDUCATION. OUR MISSION IS TO IMPROVE THE HEALTH OF OUR REGION, STATE AND NATION BY: GENERATING AND TRANSLATING KNOWLEDGE TO PREVENT, DIAGNOSE AND TREAT DISEASE; TRAINING LEADERS IN HEALTH CARE AND BIOMEDICAL SCIENCE; AND SERVING AS THE PREMIER HEALTH SYSTEM IN OUR REGION, WITH SPECIFIC CENTERS OF EXCELLENCE RECOGNIZED AS NATIONAL AND INTERNATIONAL CARE DESTINATIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$188,080,694ExpenseAmt
Grant$43,741,459GrantAmt
DescMEDICAL RESEARCH, GENERAL/OTHER: RESEARCH COMPRISED OF BASIC SCIENCE CLINICAL RESEARCH AND POPULATION BASED STUDIES AND IS CENTERED ON THE ACQUISITION AND ADVANCEMENT OF SCIENTIFIC KNOWLEDGE AND NEW TECHNOLOGY AND THEIR TRANSFER TO INDUSTRY AND THE PATIENT IN ORDER TO PREVENT AND TREAT DISEASE AND PROMOTE HEALTH (2064 GRANTS).Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$434,006,663ExpenseAmt
Grant$592,550GrantAmt
Revenue$488,711,212RevenueAmt
DescPATIENT CARE AND MEDICAL EXPENSES IN PROVIDING SERVICES TO 901,290 PATIENT ENCOUNTERS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$95,628,309ExpenseAmt
Grant$16,415,516GrantAmt
Revenue$39,732,390RevenueAmt
DescPROFESSIONAL EDUCATION: INSTRUCTION OF MORE THAN 1,600 MEDICAL, GRADUATE, AND PHYSICIAN ASSISTANT STUDENTS. SCHOLARSHIPS AND AID PROVIDED TO 785 STUDENTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescWAKE FOREST UNIVERSITY HEALTH SCIENCES IS AN INTEGRAL PART OF WAKE FOREST BAPTIST MEDICAL CENTER, A PREEMINENT, INTERNATIONALLY RECOGNIZED ACADEMIC MEDICAL CENTER OF THE HIGHEST QUALITY WITH BALANCED EXCELLENCE IN PATIENT CARE, RESEARCH AND EDUCATION. THE FOLLOWING PARAGRAPHS ARE PROVIDED TO EXPLAIN THE RELATIONSHIP OF THE FILING ORGANIZATION WITH OTHER ORGANIZATIONS WHICH TOGETHER COMPRISE "WAKE FOREST BAPTIST MEDICAL CENTER", THE NAME, NOT OF ANY ONE CORPORATE ENTITY, BUT THAT IS USED GENERICALLY TO DESCRIBE A LARGE GROUP OF MOSTLY TAX-EXEMPT 501 (C)(3) ORGANIZATIONS PERFORMING VARIOUS ACADEMIC MEDICAL CENTER ACTIVITIES IN NORTHWEST NORTH CAROLINA, INCLUDING PATIENT CARE (THE "CLINICAL ENTERPRISE"), MEDICAL RESEARCH AND TECHNOLOGY TRANSFER (THE "INNOVATION ENTERPRISE") AND MEDICAL EDUCATION (THE "ACADEMIC ENTERPRISE"). BECAUSE THESE ACTIVITIES ARE NOT ALL PERFORMED BY EACH ORGANIZATION, THE NARRATIVE THAT FOLLOWS WILL INCLUDE DESCRIPTIONS OF ACTIVITIES THAT ARE NOT PERFORMED BY THE FILING ORGANIZATION BUT BY A RELATED (OR UNRELATED BUT AFFILIATED) ORGANIZATION; THEY ARE AGAIN PROVIDED TO ILLUSTRATE A COMPLETE PICTURE OF THE FILING ORGANIZATION'S ROLE IN THIS INTEGRATED ACADEMIC MEDICAL CENTER'S COMPREHENSIVE ACTIVITIES. WAKE FOREST BAPTIST MEDICAL CENTER IS NORTHWEST NORTH CAROLINA'S SOLE ACADEMIC MEDICAL CENTER, BRINGING TO THE REGION THE RESOURCES OF ONE OF AMERICA'S TOP HOSPITALS AND INNOVATIVE RESEARCH CENTERS AND A PREMIER MEDICAL SCHOOL. WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER IS A CORPORATION WHOSE MEMBERS ARE WAKE FOREST UNIVERSITY AND NORTH CAROLINA BAPTIST HOSPITAL. THE MEDICAL CENTER OPERATES WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE, WHICH HAS A FACULTY OF 1,215, INCLUDING PHYSICIANS AND BASIC SCIENTISTS. THE MEDICAL CENTER HAS 1,060 ACUTE CARE AND REHABILITATION BEDS OPERATIVE ACROSS THE SYSTEM, WHICH ENCOMPASSES ITS MAIN CAMPUS (885 BEDS), WAKE FOREST BAPTIST HEALTH-LEXINGTON MEDICAL CENTER (94 BEDS) AND WAKE FOREST BAPTIST HEALTH-DAVIE MEDICAL CENTER (81 BEDS). IN DECEMBER 2015, THE MEDICAL CENTER BROKE GROUND ON A $47 MILLION, 50-BED TOWER AT ITS DAVIE MEDICAL CENTER-BERMUDA RUN CAMPUS. THE FACILITY IS EXPECTED TO OPEN IN THE SPRING OF 2017. OVERALL, WAKE FOREST BAPTIST MEDICAL CENTER SERVES A 24-COUNTY REGION IN NORTHWESTERN NORTH CAROLINA AND SOUTHWESTERN VIRGINIA. IT ALSO DRAWS PATIENTS FROM ACROSS THE NATION FOR SELECT SERVICES.THE MEDICAL CENTER IS THE DRIVING FORCE BEHIND THE ESTABLISHMENT OF WAKE FOREST INNOVATION QUARTER, A GROWING URBAN-BASED DISTRICT FOR RESEARCH, BUSINESS AND EDUCATION IN BIOMEDICAL SCIENCE, INFORMATION TECHNOLOGY, CLINICAL SERVICES AND ADVANCED MATERIALS LOCATED IN DOWNTOWN WINSTON-SALEM. THE QUARTER HOUSES A WIDE RANGE OF PROGRAMS AND PROJECTS BRIDGING ART, SCIENCE AND TECHNOLOGY.IN JULY 2016, WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE WILL MOVE INTO THE BOWMAN GRAY CENTER FOR MEDICAL EDUCATION IN THE INNOVATION QUARTER. THE $50 MILLION PROJECT IS A STATE OF THE ART FACILITY WHERE FUTURE GENERATIONS OF PHYSICIANS AND RESEARCHERS WILL BE TRAINED. IT IS THE RESULT OF RENOVATIONS TO A FORMER R.J. REYNOLDS TOBACCO CO. BUILDING.1. CLINICAL SERVICES WAKE FOREST BAPTIST MEDICAL CENTER IS NATIONALLY RECOGNIZED FOR CLINICAL EXCELLENCE AND INTERNATIONALLY KNOWN FOR PIONEERING RESEARCH AND CLINICAL INNOVATION. ITS CLINICAL ENTERPRISE, WAKE FOREST BAPTIST HEALTH, OFFERS EXPERTISE IN MORE THAN 100 AREAS OF MEDICINE, ENCOMPASSING COMPREHENSIVE PREVENTIVE AND HIGHLY SPECIALIZED CARE FOR ALL AGES. THE MEDICAL CENTER NETWORK INCLUDES THE 167-BED COMPREHENSIVE CANCER CENTER AND THE 144-BED BRENNER CHILDREN'S HOSPITAL, BOTH OF WHICH ARE ON THE MAIN CAMPUS IN WINSTON-SALEM, AS WELL AS COMMUNITY HOSPITALS IN NEIGHBORING DAVIDSON AND DAVIE COUNTIES. ACROSS ITS SERVICE AREA OF NORTHWEST NORTH CAROLINA AND SOUTHWEST VIRGINIA, WAKE FOREST BAPTIST HAS 11 EMERGENCY DEPARTMENTS, 27 PRIMARY CARE CLINICS, 16 DIALYSIS CENTERS, AND FREESTANDING IMAGING AND ENDOSCOPY CENTERS. THE MEDICAL CENTER EMPLOYS 1,215 PHYSICIANS, 2,985 REGISTERED NURSES, 578 RESIDENTS AND 129 FELLOWS, AND HAS A TOTAL STAFF OF 13,441.OVERALL IN FY 2015, WAKE FOREST BAPTIST HAD 40,251 INPATIENT ADMISSIONS, 108,583 EMERGENCY DEPARTMENT VISITS AND 1,111,409 OUTPATIENT ENCOUNTERS (AMBULATORY VISITS AND OUTPATIENT DEPARTMENTS). 2. OUTREACHWAKE FOREST BAPTIST MEDICAL CENTER CONTINUES A BROAD-BASED EFFORT TO REACH UNDERSERVED POPULATIONS ACROSS ITS SERVICE AREA. THE MEDICAL CENTER'S ANNUAL COMMUNITY BENEFITS REPORT REFLECTS THIS COMMITMENT. IN FISCAL 2014, THE MOST RECENT YEAR FOR WHICH FIGURES ARE AVAILABLE, THE MEDICAL CENTER SPENT $272.6 MILLION TO SUPPORT THESE AREAS: - SUBSIDIZED HEALTH COSTS- COMMUNITY HEALTH OUTREACH- CHARITY CARE- RESEARCH- EDUCATIONONE ANCHOR OF OUTREACH FOR THE MEDICAL CENTER IS ITS DOWNTOWN HEALTH PLAZA, A FULL-SERVICE, OUTPATIENT MEDICAL CLINIC THAT SERVES MANY OF FORSYTH COUNTY'S UNINSURED AND UNDERINSURED RESIDENTS WITH A STATE OF THE ART MEDICAL HOME. IN ADDITION TO CLINICAL CARE, THE DOWNTOWN HEALTH PLAZA OFFERS COMMUNITY HEALTH FAIRS, DIABETES EDUCATION AND A CENTERING PREGNANCY PROGRAM THAT IS REDUCING THE INCIDENCE OF LOW BIRTH WEIGHT BABIES. ALTOGETHER, 67,103 PATIENT VISITS WERE RECORDED AT THE DOWNTOWN HEALTH PLAZA BETWEEN JULY 2014 AND JUNE 2015.THE MEDICAL CENTER'S PROGRAMS AND PARTNERSHIPS REFLECT INNOVATIVE EFFORTS TO REACH UNDERSERVED POPULATIONS. THEY INCLUDE: - REGULAR COMMUNITY BASED HEALTH CLINICS, INCLUDING: THE WEEKLY DELIVERING EQUAL ACCESS TO CARE (DEAC) CLINIC AT THE COMMUNITY CARE CENTER IN WINSTON-SALEM, THE MONTHLY TRIAD FREE HEALTH CLINIC AT COMMUNITY MOSQUE IN WINSTON-SALEM, THE MONTHLY GRACE CLINIC AT NEW LIGHT MISSIONARY BAPTIST CHURCH IN WINSTON-SALEM AND THE ANNUAL SHARE THE HEALTH FAIR AT THE DOWNTOWN HEALTH PLAZA IN WINSTON-SALEM. THESE CLINICS, SPONSORED BY PRIVATE ORGANIZATIONS AND CHURCHES WITH VOLUNTEER ASSISTANCE FROM WAKE FOREST BAPTIST PHYSICIANS, NURSES, MEDICAL STUDENTS AND OTHERS, ATTRACT THOUSANDS OF PEOPLE TO SCREENINGS FOR ACUTE AND CHRONIC CONDITIONS. -PROVIDING STAFF SUPPORT SERVICES TO A MENTAL HEALTH CLINIC DESIGNED TO HELP HOMELESS PEOPLE STABILIZE THEIR MENTAL HEALTH. THE HOMELESS OPPORTUNITIES & TREATMENT (HOT) PROJECT IS CONDUCTED AT SAMARITAN MINISTRIES, A HOMELESS SHELTER IN WINSTON-SALEM. IT IS PART OF THE LARGER EMPOWERMENT PROJECT CONNECTING HOMELESS PEOPLE IN NEED WITH HOUSING, EDUCATION AND TRAINING.-THE SCHOOL OF MEDICINE'S PHYSICIAN ASSISTANT (PA) PROGRAM, WHICH IS INCREASING THE NUMBER OF PAS WORKING IN PRIMARY CARE IN NORTH CAROLINA'S RURAL APPALACHIAN COUNTIES THROUGH ITS NEW SECOND CAMPUS AT APPALACHIAN STATE UNIVERSITY IN BOONE. - FAITHHEALTHNC, AN INITIATIVE THAT CONNECTS THE CARING STRENGTHS OF CONGREGATIONS, THE CLINICAL EXPERTISE OF PROVIDERS AND A NETWORK OF COMMUNITY RESOURCES TO EASE THOSE ON THE JOURNEY TO HEALTH AND HEALING, STRENGTHENING COMMUNITIES IN THE PROCESS.ALSO THIS YEAR, THE WAKE FOREST BAPTIST MEDICAL CENTER CLINICAL AND TRANSLATIONAL SCIENCE INSTITUTE (CTSI) RECEIVED A FOUR-YEAR, $15.6 MILLION CLINICAL AND TRANSLATIONAL SCIENCE AWARD (CTSA) FROM THE NATIONAL INSTITUTES OF HEALTH (NIH). THE PROGRAM GIVES WAKE FOREST BAPTIST ENTRY INTO THE NATIONAL CLINICAL AND TRANSLATIONAL SCIENCE AWARD CONSORTIUM, WHICH IS COMPRISED OF MORE THAN 60 ACADEMIC MEDICAL CENTERS AND PARTNER ORGANIZATIONS, WORKING COLLABORATIVELY TO ACCELERATE TRANSLATION OF DISCOVERIES INTO BETTER PREVENTIVE AND TREATMENT SOLUTIONS TO IMPROVE HEALTH. THE CTSI WILL SPEED THE TRANSLATION OF DISCOVERIES TO IMPROVE HEALTH, EXPANDING OPPORTUNITIES FOR PATIENTS TO PARTICIPATE IN LEADING EDGE CLINICAL TRIALS AND STUDIES, MANY OF WHICH ARE AIMED AT REDUCING CHRONIC DISEASES SUCH AS DIABETES AND HYPERTENSION.3. EDUCATIONAL MISSION AND ACCOMPLISHMENTS THE CONSTITUENT ORGANIZATIONS OF WAKE FOREST BAPTIST MEDICAL CENTER OPERATE A BROAD RANGE OF EDUCATIONAL PROGRAMS, GRADUATING SKILLED PRACTITIONERS. IT ATTRACTS SOME OF THE WORLD'S MOST COMPETITIVE MEDICAL STUDENTS, RESIDENTS AND FELLOWS, AS WELL AS STUDENTS IN CLINICAL PASTORAL CARE, NURSE ANESTHESIA AND OTHER AREAS. IN THE MOST RECENT REPORTING PERIOD, WAKE FOREST BAPTIST INVESTED MORE THAN $77.5 MILLION IN THE EDUCATION OF TOMORROW'S HEALTH CARE AND BIOMEDICAL LEADERS. THAT INVESTMENT SUPPORTED THE TRAINING OF 467 MEDICAL STUDENTS, 707 PHYSICIAN RESIDENTS AND FELLOWS, 291 GRADUATE STUDENTS AND 177 PHYSICIAN ASSISTANTS. IN ADDITION, THE NORTHWEST AREA HEALTH EDUCATION CENTER, PART OF WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE, OFFERED 1,908 CONTINUING MEDICAL EDUCATION ACTIVITIES THAT DREW 34,765 PARTICIPANTS FROM THROUGHOUT THE REGION.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$717,715,666TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document943IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee5206EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOSEPH DOLANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3367164445PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1MEDICAL CENTER BLVDAddressLine1Txt
CityWINSTON SALEMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27157ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
DONALD E FLOW
DIRECTOR2.0016.00Yes (X)$0$0$0
DONNA A BOSWELL PHD
CHAIR OF BOARD4.0010.20Yes (X)$0$0$0
JAMES R HELVEY III
DIRECTOR2.009.00Yes (X)$0$0$0
JAMES J MARINO
DIRECTOR2.005.00Yes (X)$0$0$0
JAMES T WILLIAMS JR
DIRECTOR2.005.00Yes (X)$0$0$0
GERALD F ROACH
DIRECTOR2.004.00Yes (X)$0$0$0
BRENDA K CLINE
DIRECTOR2.000.00Yes (X)$0$0$0
SHELMER D BLACKBURN JR
DIRECTOR2.004.00Yes (X)$0$0$0
BOBBY R BURCHFIELD
DIRECTOR2.007.20Yes (X)$0$0$0
RICHARD A BRENNER
DIRECTOR2.000.00Yes (X)$0$0$0
KATHLEEN B FRENCH MD
DIRECTOR2.003.00Yes (X)$0$0$0
JAMES W JOHNSTON
DIRECTOR2.000.00Yes (X)$0$0$0
MATTHEW A KING
DIRECTOR2.506.50Yes (X)$0$0$0
NATHAN O HATCH PHD
DIRECTOR & PRESIDENT OF WF3.0037.00Yes (X)$0$1,023,508$433,311Yes (X)
JOHN D MCCONNELL MD
DIRECTOR & CEO7.5032.50Yes (X)$1,551,136$0$232,372Yes (X)
ANN S HANES
DIRECTOR2.000.00Yes (X)$0$0$0
ANDREW J SCHINDLER
VICE CHAIRMAN4.008.00Yes (X)$0$0$0
EDWARD ABRAHAM MD
DEAN34.905.10$619,588$0$153,776Yes (X)
J REID MORGAN
SECRETARY & GENERAL COUNSE8.0032.00$0$478,079$110,947Yes (X)
ANITA M CONRAD
ASSISTANT SECRETARY10.0030.00$0$163,282$32,713Yes (X)
TERRY L HALES JR
ASSISTANT TREASURER6.6033.40$401,630$0$93,389Yes (X)
LISA M WYATT
VP CH COMMUNICATIONS/MARKE15.0025.00$342,656$0$71,045Yes (X)
CHERYL E H LOCKE
VP CHIEF HUMAN RESOURCES O3.0037.00$394,692$0$84,972Yes (X)
NORMAN D POTTER JR
VP DEVELOPMENT & ALUMNI AF15.0025.00$331,464$0$73,190Yes (X)
KAREN H HUEY
VP FACILITIES11.0029.00$301,785$0$65,113Yes (X)
ERIC TOMLINSON DSC PHD
CH INNOV OFR & PRES WFIQ5.0035.00$548,647$0$94,369Yes (X)
TERRY G WILLIAMS
EVP STRAT & DEV.12.0028.00$572,543$0$165,039Yes (X)
K BARBARA CARBONE MD
PRES & COO, WFBH TO 4/154.0036.00$895,532$0$197,496Yes (X)
CHAD A ECKES
CIO, CFO & TREAS. EFF 4/157.0033.00$390,305$0$88,718Yes (X)
C MICHAEL RUTHERFORD
CFO & TREAS TO 4/158.0032.00$0$0$0Yes (X)
KEVIN P HIGH MD
EVP HS AFFAIRS EFF 4/1512.0028.00$439,852$0$26,774Yes (X)
DEETTE M EMON
VP, CIO EFF 4/155.0035.00$145,538$0$6,124Yes (X)
NEAL KON MD
DEPARTMENT CHAIR40.000.00$1,143,945$0$23,874Yes (X)
ROSS UNGERLEIDER MD
CHIEF, PEDIATRIC HEART PRO40.000.00$1,070,288$0$176,728Yes (X)
EDWARD KINCAID MD
ASSOCIATE PROFESSOR40.000.00$935,679$0$26,570Yes (X)
MALCOLM MARKS MD
DEPARTMENT CHAIR40.000.00$843,812$0$29,689Yes (X)
CHARLES BRANCH JR MD
DEPARTMENT CHAIR40.000.00$973,883$0$29,693Yes (X)
WILLIAM B APPLEGATE MD
FORMER OFFICER40.000.00$254,397$0$24,303Yes (X)
EDWARD G CHADWICK
FORMER OFFICER0.000.00$1,588,175$0$20,524Yes (X)
THOMAS E SIBERT MD
FORMER OFFICER0.000.00$1,403,531$0$21,223Yes (X)
RUSSELL M HOWERTON MD
FORMER OFFICER18.0022.00$555,519$0$143,586Yes (X)
SHEILA M SANDERS
FORMER OFFICER0.000.00$155,697$0$6,842Yes (X)
JOANNE C RUHLAND
FORMER OFFICER15.0025.00$269,000$0$58,292Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$16,129,294TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,664,869TotReportableCompRltdOrgAmt
Total Other Compensation$2,490,672TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1268IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (1)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MITCHELL GALLOWAY & ASSOC
5980 RIVER CHASE CIRCLEATLANTAGA30358MANAGEMENT CONSULTING$4,288,398
TENSEGRITY LAW GROUP LLP
TWIN DOLPHIN DRIVEREDWOOD CITYCA94065LEGAL SERVICES$3,795,000
MEDDATA INC
6880 W SNOWVILLE ROADBRECKSVILLEOH44141CODING & BILLING SRVS.$3,750,875
CASSIDY TURLEY FIDUCIARY INC
550 S TRYON STREETCHARLOTTENC28202REAL ESTATE CONSULTING$2,573,285
MEDCOST BENEFIT SERVICES
165 KIMEL PARK DRIVEWINSTON SALEMNC27103TPA$2,524,804
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K93CntrctRcvdGreaterThan100KCnt
Fundraising$433,818FundraisingAmt
Government Grants$156,663,527GovernmentGrantsAmt
All Other Contributions$61,875,223AllOtherContributionsAmt
Noncash Contributions$2,313,767NoncashContributionsAmt
Total Contributions$218,972,568TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MEDICAL SERVICES621110$484,367,722$484,247,542$120,180
TUITION AND FEES611710$39,732,390$39,732,390
FieldValueIRS element (for citing)
Total Program Service Revenue$524,100,112TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,421,494TotalRevenueColumnAmt
Unrelated Business Revenue$572,498UnrelatedBusinessRevenueAmt
Exclusion$10,848,996ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,003,773TotalRevenueColumnAmt
Exclusion$1,003,773ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,775,255RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,775,255RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,775,255TotalRevenueColumnAmt
Exclusion$1,775,255ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$26,004,549SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$152,247OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$26,004,549SecuritiesAmt
Other-$152,247OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,852,302TotalRevenueColumnAmt
Exclusion$25,852,302ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$83,085FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$433,818ContriRptFundraisingEventAmt
Fundraising Direct Expenses$175,502FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$92,417TotalRevenueColumnAmt
Exclusion-$92,417ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
ADMIN & OTHER611710$4,481,371$4,463,670$17,701
PARKING621990$328,662$328,662
FieldValueIRS element (for citing)
Other Revenue Total$4,810,033OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$787,843,120TotalRevenueColumnAmt
Related Or Exempt Func Income$528,443,602RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$710,379UnrelatedBusinessRevenueAmt
Exclusion$39,716,571ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$44,334,009TotalAmt
Program Services$44,334,009ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$16,415,516TotalAmt
Program Services$16,415,516ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$16,204,850TotalAmt
Program Services$15,953,675ProgramServicesAmt
Management And General$170,151ManagementAndGeneralAmt
Fundraising$81,024FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$802,008TotalAmt
Program Services$789,577ProgramServicesAmt
Management And General$8,421ManagementAndGeneralAmt
Fundraising$4,010FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$390,257,589TotalAmt
Program Services$384,208,596ProgramServicesAmt
Management And General$4,097,705ManagementAndGeneralAmt
Fundraising$1,951,288FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$14,603,039TotalAmt
Program Services$13,926,918ProgramServicesAmt
Management And General$549,074ManagementAndGeneralAmt
Fundraising$127,047FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$36,207,334TotalAmt
Program Services$34,530,934ProgramServicesAmt
Management And General$1,361,396ManagementAndGeneralAmt
Fundraising$315,004FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$24,675,067TotalAmt
Program Services$23,532,611ProgramServicesAmt
Management And General$927,783ManagementAndGeneralAmt
Fundraising$214,673FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,568,660TotalAmt
Management And General$1,568,660ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,737,832TotalAmt
Management And General$4,737,832ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$290,667TotalAmt
Management And General$290,667ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$256,478TotalAmt
Program Services$256,478ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$427,686TotalAmt
Fundraising$427,686FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,353,578TotalAmt
Program Services$1,307,908ProgramServicesAmt
Management And General$38,596ManagementAndGeneralAmt
Fundraising$7,074FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$65,015,011TotalAmt
Program Services$64,684,117ProgramServicesAmt
Management And General$330,894ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,009,917TotalAmt
Program Services$975,842ProgramServicesAmt
Management And General$28,797ManagementAndGeneralAmt
Fundraising$5,278FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,226,945TotalAmt
Program Services$6,048,458ProgramServicesAmt
Management And General$178,487ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,825,699TotalAmt
Program Services$3,696,620ProgramServicesAmt
Management And General$109,086ManagementAndGeneralAmt
Fundraising$19,993FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$297,162TotalAmt
Program Services$297,162ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$33,743,235TotalAmt
Program Services$12,435,970ProgramServicesAmt
Management And General$21,287,434ManagementAndGeneralAmt
Fundraising$19,831FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,105,616TotalAmt
Program Services$5,899,614ProgramServicesAmt
Management And General$174,095ManagementAndGeneralAmt
Fundraising$31,907FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,128,758TotalAmt
Program Services$3,989,455ProgramServicesAmt
Management And General$117,727ManagementAndGeneralAmt
Fundraising$21,576FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$6,487,631TotalAmt
Program Services$5,997,166ProgramServicesAmt
Management And General$490,465ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$32,851,140TotalAmt
Program Services$30,758,522ProgramServicesAmt
Management And General$2,092,618ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,416,352TotalAmt
Program Services$6,199,865ProgramServicesAmt
Management And General$182,956ManagementAndGeneralAmt
Fundraising$33,531FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES$28,348,506$28,348,506
BAD DEBT$10,955,364$10,955,364
DUES$2,320,605$2,172,783$147,822
UBIT$4,201$4,201

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$759,870,455TotalAmt
Program Services$717,715,666ProgramServicesAmt
Management And General$38,894,867ManagementAndGeneralAmt
Fundraising$3,259,922FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$15,469,433BOYAmt
EOY$154,653,167EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$38,895,013BOYAmt
EOY$34,761,745EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$204,394,608BOYAmt
EOY$89,642,573EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$2,100,457BOYAmt
EOY$831,776EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,026BOYAmt
EOY$3,492EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$568,606BOYAmt
EOY$142,559EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$665,242,850LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$379,915,624LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$300,339,115BOYAmt
EOY$285,327,226EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$19,482,866BOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$484,046,282BOYAmt
EOY$522,463,841EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$40,367,698BOYAmt
EOY$44,568,824EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$2,000,000BOYAmt
EOY$2,000,000EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$135,000,993BOYAmt
EOY$127,834,783EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,242,666,097BOYAmt
EOY$1,262,229,986EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$239,215,025BOYAmt
EOY$379,724,470EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$80,149,387BOYAmt
EOY$55,531,267EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$181,352,047BOYAmt
EOY$173,763,420EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$17,953,409BOYAmt
EOY$28,877,728EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$247,814,663BOYAmt
EOY$127,116,750EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$766,484,531BOYAmt
EOY$765,013,635EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$270,398,243BOYAmt
EOY$270,672,835EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$57,850,429BOYAmt
EOY$69,239,377EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$147,932,894BOYAmt
EOY$157,304,139EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$476,181,566BOYAmt
EOY$497,216,351EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,242,666,097BOYAmt
EOY$1,262,229,986EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$27,972,665ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$27,021,184NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$20,083,304OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$237,283,114CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$239,650,189CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$211,724,409CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$201,910,285CurrentTaxYearMinus1YearAmt
Current Tax Year$218,972,568CurrentTaxYearAmt
Total$1,109,540,565TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$237,283,114CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$239,650,189CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$211,724,409CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$201,910,285CurrentTaxYearMinus1YearAmt
Current Tax Year$218,972,568CurrentTaxYearAmt
Total$1,109,540,565TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,109,540,565PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$80,215,478CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,702,048CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,704,407CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$243,341,362CurrentTaxYearMinus1YearAmt
Current Tax Year$13,628,024CurrentTaxYearAmt
Total$382,591,319TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,282CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,552CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,923CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$93,165CurrentTaxYearMinus1YearAmt
Current Tax Year$710,378CurrentTaxYearAmt
Total$841,300TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$69,374CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$707,302CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$780,020CurrentTaxYearMinus1YearAmt
Current Tax Year$328,662CurrentTaxYearAmt
Total$1,885,358TotalAmt
FieldValueIRS element (for citing)
Total Support$1,494,858,542TotalSupportAmt
Gross Receipts Rltd Activities$2,234,019,435GrossReceiptsRltdActivitiesAmt
Public Support CY1700.74220PublicSupportCY170Pct
Public Support PY1700.70870PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2011 AMOUNT: $ 69,374. 2012 AMOUNT: $ 707,302. 2013 AMOUNT: $ 780,020. 2014 AMOUNT: $ 328,662.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$254,335DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$2,143OtherActivitiesAmt
Total Lobbying Expenditures$256,478TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationPRORATA PORTION OF DUES PAID TO 501(C)(6) ORGANIZATIONS THAT REPRESENTS LOBBYING ON BEHALF OF ITS MEMBERS. GOVERNMENT RELATIONS THE OFFICE OF GOVERNMENT RELATIONS WAS ACTIVELY INVOLVED WITH SEVERAL FEDERAL AND STATE ISSUES. THE OFFICE ASSISTED IN DEVELOPING POLITICAL ADVOCACY STRATEGIES REGARDING THE PERMANENT REPEAL OF THE PHYSICIAN SUSTAINABLE GROWTH RATE (SGR) FORMULA AND THE DEVELOPMENT OF A REPLACEMENT FORMULA; FUNDING FOR RESOURCES FOR DESIGNATED EBOLA PREPAREDNESS TREATMENT FACILITIES; OPPOSITION TO THE EXTENSION OF THE MEDICARE SEQUESTER IN THE REAUTHORIZATION OF THE TRADE ADJUSTMENT ASSISTANCE (TAA) PROGRAM; LEGISLATION TO MAKE MUCH NEEDED IMPROVEMENTS TO THE CENTER FOR MEDICARE & MEDICAID SERVICES' (CMS) RECOVERY AUDIT CONTRACT (RAC) PROGRAM; BILLS TO INCREASE PHYSICIAN RESIDENCY SLOTS BY 15,000 OVER FIVE YEARS AT TEACHING HOSPITALS; HEALTH RESOURCES AND SERVICES' (HRSA) PROPOSED 340(B) DRUG PRICING PROGRAM MEGA GUIDANCE; FY 2016 INPATIENT PROSPECTIVE PAYMENT SYSTEM (IPPS) RULE; TWO-MIDNIGHT/PATIENT STATUS RULE AND LAWSUIT RULING AND REPEAL; SITE NEUTRAL PAYMENTS REGARDING PROPOSED PAYMENT CUTS FOR EVALUATION AND MANAGEMENT (E/M) SERVICES AND CERTAIN OTHER PROCEDURES PROVIDED IN HOSPITAL OUTPATIENT DEPARTMENTS (HOPD'S); REPEAL OF THE MEDICAL DEVICE TAX AND INDEPENDENT PAYMENT ADVISORY BOARD (IPAB) PROVISIONS OF THE AFFORDABLE CARE ACT; REDUCTIONS TO PAYMENTS FOR INDIRECT MEDICAL EDUCATION (IME) AND DIRECT GRADUATE MEDICAL EDUCATION (DGME) TO TEACHING HOSPITALS; LEGISLATION FOR AN EXTENSION AND MORE FLEXIBILITY FOR HOSPITALS TO MEET THEIR FY 15 ELECTRONIC HEALTH RECORD (EHR) REQUIREMENTS. STAFF WORKED ON THE FY2016 BUDGET; AND THE CY 2016 MEDICARE PHYSICIAN FEE SCHEDULE AND OTHER CHANGES TO MEDICARE PART B. STAFF ALSO WORKED ON MANY OF THE FY 2016 APPROPRIATIONS BILLS AND PROPOSED LEGISLATION AND REGULATIONS THAT WERE INTRODUCED, INCLUDING THE DEPARTMENT OF HEALTH AND HUMAN SERVICES REGARDING THE NATIONAL INSTITUTES OF HEALTH (NIH) BUDGET, AND VETERANS AFFAIRS (VA) RESEARCH AND MEDICAL CARE FUNDING TO EASE ACCESS FOR VETERANS SEEKING HEALTH CARE FROM NON-VA PROVIDERS; AND LEGISLATION REGARDING PATENT TROLLING AND INTELLECTUAL PROPERTY ISSUES. AT THE STATE LEVEL, EFFORTS WERE CONCENTRATED ON MEDICAID REORGANIZATION AND TRANSFORMATION; CONTINGENCY RESERVE FUNDING FOR MEDICAID; PREVENTING ELIMINATION OF MEDICAID GRADUATE MEDICAL EDUCATION FUNDING; INCREASES TO THE MEDICAID PROVIDER ASSESSMENT; CHANGES TO THE STATE HEALTH INFORMATION EXCHANGE (HIE) PROGRAM; INCREASE IN AUTOPSY AND MEDICAL EXAMINER FEES; INSURANCE COVERAGE FOR AUTISM PATIENTS, ORAL CHEMOTHERAPY AND REQUIRED LIABILITY INSURANCE FOR MOPED OWNERS; FUNDING FOR THE WAKE FOREST ARMED FORCES INSTITUTE FOR REGENERATIVE MEDICINE (AFIRM); REPEAL OF THE CERTIFICATE OF NEED LAW; LEGISLATION TO REVISE THE HISTORIC MILL RESTORATION TAX CREDIT IMPACTING THE WAKE FOREST INNOVATION QUARTER; REVISIONS TO THE HEALTH CARE COST REDUCTION AND TRANSPARENCY ACT; FUNDING FOR ADDITIONAL INPATIENT PSYCHIATRIC BEDS; PROTECTION OF THE $45 MILLION HOSPITAL SALES TAX REFUND CAP; THE EXTENSION OF THE LAW PROTECTING EMERGENCY DEPARTMENT PROVIDERS FROM ASSAULT TO ALL HOSPITAL PERSONNEL AND LEGISLATION PROHIBITING OWNERS OF TANNING EQUIPMENT OR FACILITIES FROM PROVIDING TANNING SERVICES TO ANYONE UNDER THE AGE OF 18.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$434,292,937BeginningYearBalanceAmt
Contributions$31,275,281ContributionsAmt
Investment Earnings Or Losses$7,099,062InvestmentEarningsOrLossesAmt
Grants Or Scholarships$18,255,038GrantsOrScholarshipsAmt
End Year Balance$454,412,242EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$401,275,256BeginningYearBalanceAmt
Contributions$10,671,481ContributionsAmt
Investment Earnings Or Losses$36,510,163InvestmentEarningsOrLossesAmt
Grants Or Scholarships$14,163,963GrantsOrScholarshipsAmt
End Year Balance$434,292,937EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$384,485,637BeginningYearBalanceAmt
Contributions$6,615,075ContributionsAmt
Investment Earnings Or Losses$27,297,037InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,122,493GrantsOrScholarshipsAmt
End Year Balance$401,275,256EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$392,450,494BeginningYearBalanceAmt
Contributions$7,419,543ContributionsAmt
Investment Earnings Or Losses$2,120,543InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,504,943GrantsOrScholarshipsAmt
End Year Balance$384,485,637EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$355,828,276BeginningYearBalanceAmt
Contributions$6,176,824ContributionsAmt
Investment Earnings Or Losses$49,922,940InvestmentEarningsOrLossesAmt
Grants Or Scholarships$19,477,546GrantsOrScholarshipsAmt
End Year Balance$392,450,494EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.60060BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.28860PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.11080TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$78,751,546OtherCostOrOtherBasisAmt
Book Value$78,751,546BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$367,389,868OtherCostOrOtherBasisAmt
Depreciation$248,812,219DepreciationAmt
Book Value$118,577,649BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,283,439OtherCostOrOtherBasisAmt
Depreciation$5,557,732DepreciationAmt
Book Value$12,725,707BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$186,750,668OtherCostOrOtherBasisAmt
Depreciation$125,545,673DepreciationAmt
Book Value$61,204,995BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,067,329OtherCostOrOtherBasisAmt
Book Value$14,067,329BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$285,327,226TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ENDOWMENT INVESTMENTS$518,560,793F
INV IN PARTNERSHIPS$593,533F
INVESTMENT IN ANNUITIES & LIFE INS CONTRACTS$3,309,515F
FieldValueIRS element (for citing)
Total Book Value Securities$522,463,841TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDescBook ValueBookValueAmt
BOND ISSUANCE COSTS$68,439
OTHER INVESTMENTS$15,198,690
INVESTMENT IN SUBS$51,878,114
BENEFICIAL INTEREST IN PERPETUAL TRUSTS$19,903,047
FUNDS HELD UNDER RETIREMENT & BENEFIT PLANS$40,786,493
FieldValueIRS element (for citing)
Total Book Value Other Assets$127,834,783TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
INTERCOMPANY PAYABLE$9,684,107
PLI RESERVE$42,145,266
BOND SWAP VALUATION$4,802,643
OTHER LIABILITIES & DEFERRALS$30,357,266
ANNUITIES PAYABLE$3,311,533
RETIREMENT$36,815,935
FieldValueIRS element (for citing)
Total Liability$127,116,750TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO SUPPORT SCHOLARSHIPS, INSTRUCTION, RESEARCH, LIBRARIES, ACADEMIC SUPPORT, OPERATIONAL AND OTHER GENERAL SUPPORT.
PART X, LINE 2:THE ORGANIZATION HAS EVALUATED UNCERTAIN TAX POSITIONS FOR ITS FISCAL YEARS ENDED JUNE 30, 2015 AND 2014, INCLUDING A QUANTIFICATION OF TAX RISK IN AREAS SUCH AS UNRELATED BUSINESS TAXABLE INCOME AND THE TAXATION OF ITS JOINT VENTURES. THIS EVALUATION DID NOT HAVE A MATERIAL EFFECT ON THE ORGANIZATION'S FINANCIAL STATEMENTS FOR THE YEARS ENDED JUNE 30, 2015 AND 2014.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3WFUHS' NONDISCRIMINATION POLICY IS PUBLISHED ON THE INTERNET IN ITS STUDENT HANDBOOK FOR THE SCHOOL OF MEDICINE LOCATED AT WWW.WAKEHEALTH.EDU/UPLOADEDFILES/USER_CONTENT/SCHOOLOFMEDICIN IN ADMISSION BROCHURES, AND OTHER MEDIA MATERIALS.
SCHEDULE E, PART I, LINE 6WFUHS RECEIVES FEDERAL FINANCIAL AID THROUGH THE U.S. DEPARTMENT OF EDUCATION'S FEDERAL DIRECT LOAN PROGRAM. WFUHS DISTRIBUTED THE FEDERAL LOANS TO 505 STUDENTS IN FISCAL YEAR 2015.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,01PROGRAM SERVICESSUBCONTRACT FOR RESEARCH GRANTS$33,768
NORTH AMERICA - CANADA AND MEXICO, BUT BUT NOT THE UNITED STATES02PROGRAM SERVICESSUBCONTRACT FOR RESEARCH GRANTS$866,950
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM03PROGRAM SERVICESSUBCONTRACT FOR RESEARCH GRANTS$169,272
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees6SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee6TotalEmployeeCnt
Subtotal Spent$1,069,990SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$1,069,990TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (6 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
SOUTH ASIASUBCONTRACT - COORDINATION & OVERSIGHT OF STUDY PROTOCOL, SITE TEAM AND UPDATE PIS$33,768CHECK
NORTH AMERICA - CANADA AND MEXICO, BUT BUT NOT THE UNITED STATESSUBCONTRACT - COMPREHENSIVE EYE EXAM & GRADING FUNDUS PHOTOS BY FPRC FOR SURVIVING ACCORD COHORT MEMBERS$859,743CHECK
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMSUBCONTRACT - CLINICAL INVESTIGATION OF RECELL DEVICE FOR EPIDERMAL RECONSTRUCTION$23,165CHECK
EUROPE (INCLUDING ICELAND & GREENLAND)SUB-CONTRACTOR: DEVELOPMENT OF RESORBABLE CALCIUM PHOSPHATE CEMENT$108,500CHECK
EUROPE (INCLUDING ICELAND & GREENLAND)SUBCONTRACTOR: COMPOUND SYNTHESIS$37,608CHECK
NORTH AMERICA - CANADA AND MEXICO, BUT BUT NOT THE UNITED STATESSUBCONTRACT - COMPREHENSIVE EYE EXAM & GRADING FUNDUS PHOTOS BY FPRC FOR SURVIVING ACCORD COHORT MEMBERS$7,207
FieldValueIRS element (for citing)
Total Other Org6TotalOtherOrgCnt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
HARRIS CONNECT
CROSSWAYS BLVDCHESAPEAKEVA23320SEE ATTACHED0$600,232$381,436$218,796
TRANSFORMATIONAL DEV
VAN BURENOXFORDMA38655SEE ATTACHED0$0$30,000-$30,000
GG&A
MICHIGAN AVECHICAGOIL60611SEE ATTACHED0$0$15,000-$15,000
FieldValueIRS element (for citing)
Total Gross Receipts$600,232TotalGrossReceiptsAmt
Total Retained By Contractors$426,436TotalRetainedByContractorsAmt
Total Net To Organization$173,796TotalNetToOrganizationAmt
Licensed StatesAKLicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWYLicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesNDLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1WINTERLARKEvent1Nm
Gross Receipts Event1$358,517GrossReceiptsEvent1Amt
Charitable Contri Event1$304,538CharitableContriEvent1Amt
Gross Revenue Event1$53,979GrossRevenueEvent1Amt
Rent Facility Costs Event1$114,083RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$39,342OtherDirectExpensesEvent1Amt
Event2CHEERSEvent2Nm
Gross Receipts Event2$103,168GrossReceiptsEvent2Amt
Charitable Contri Event2$82,825CharitableContriEvent2Amt
Gross Revenue Event2$20,343GrossRevenueEvent2Amt
Rent Facility Costs Event2$5,643RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$7,280OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$55,218GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$46,455CharitableContriOtherEventsAmt
Gross Revenue Other Events$8,763GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$9,154OthDirectExpnssOtherEventsAmt
Gross Receipts Total$516,903GrossReceiptsTotalAmt
Charitable Contributions Tot$433,818CharitableContributionsTotAmt
Gross Revenue Total Events$83,085GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$119,726RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$55,776OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$175,502DirectExpenseSummaryEventsAmt
Net Income Summary-$92,417NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2B, COLUMN (V)FormAndLineReferenceDesc
ExplanationPURSUANT TO THE MEDICAL CENTER INTEGRATION AGREEMENT, MANAGEMENT OF WAKE FOREST UNIVERSITY HEALTH SCIENCES AND NORTH CAROLINA BAPTIST HOSPITAL WAS DELEGATED TO WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER. WHILE THE PROFESSIONAL FUNDRAISING PAYMENTS ARE MADE BY WAKE FOREST UNIVERSITY HEALTH SCIENCES, THE PROFESSIONAL FUNDRAISING CONTRACTS ARE BETWEEN WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER AND THE PROFESSIONAL FUNDRAISER. HARRIS CONNECT PROVIDES FUND RAISING CONSULTATION, DATA BASE AUGMENTATION, AND PHONE/MAIL/DIRECT MAIL SUPPORT FOR THE MEDICAL CENTER'S ANNUAL FUND SOLICITATIONS. TRANSFORMATIONAL DEVELOPMENT COUNSEL PROVIDES STRATEGIC CONSULTATION FOR PLANNING AND LAUNCHING A CAPITAL CAMPAIGN. GG&A PROVIDES ASSISTANCE WITH THE DONOR DATA BASE.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
AMERICAN HEART ASSOCIATION
101 CENTREPORT DRIVEGREENSBORONC27409135613797501(C)(3)$70,000SUPPORTING CARDIOVASCULAR RESEARCH AND PROGRAMS
AMERICAN RED CROSS NORTHWEST NC CHAPTER
690 COLISEUM DRIVEWINSTONSALEMNC27106530196605501(C)(3)$10,000COMMUNITY SUPPORT
ARTS COUNCIL WINSTON SALEM FORSYTH CTY
206 N SPRUCE STREETWINSTONSALEMNC27101560526856501(C)(3)$30,000SUPPORTING CULTURAL PROGRAMS IN THE COMMUNITY
EL BUEN PASTOR LATINO COMMUNITY SERVICES
4637 TIM ROADWINSTONSALEMNC27106203751959501(C)(3)$8,500SUPPORTING EDUCATIONAL PROGRAMS FOR OUR LATINO COMMUNITY
COMMUNITY CARE CENTER FOR FORSYTH COUNTY
2135 NEW WALKERTOWN ROADWINSTONSALEMNC27101581403699501(C)(3)$13,800COMMUNITY SUPPORT
NC BLACK REPERTORY COMPANY
610 COLISEUM DRIVEWINSTONSALEMNC27106581518704501(C)(3)$10,000SUPPORTING CULTURE AND ARTS IN THE COMMUNITY
NORTH CAROLINA BUSINESS LEADERS FOR EDUCATION
100 SAS CAMPUS DRIVECARYNC27513462988453501(C)(3)$50,000SUPPORTING EDUCATION IN NORTH CAROLINA
OLD SALEM MUSEUMS & GARDEN
600 MAIN STREETWINSTONSALEMNC27101560587289501(C)(3)$20,000COMMUNITY SUPPORT
PIEDMONT TRIAD PARTNERSHIP
PO BOX 2672HIGH POINTNC27261561750279501(C)(3)$100,000SUPPORTING ECONOMIC GROWTH & DEVELOPMENT IN THE TRIAD
THE HEALTH FOUNDATION
230 JEFFERSON STREETNORTH WILKESBORONC28659561745194501(C)(3)$10,000SUPPORTING HEALTH IN OUR COMMUNITIES
WINSTON SALEM ALLIANCE
100 N MAIN STREETWINSTONSALEMNC27101311726654501(C)(6)$40,000COMMUNITY SUPPORT
SCEPTOR PAIN FOUNDATION
145 KIMEL PARK DRIVEWINSTONSALEMNC27103020723571501(C)(3)$50,000SUPPORTING PAIN MANAGEMENT RESEARCH
UNITED WAY OF FORSYTH COUNTY
301 N MAIN STREETWINSTONSALEMNC27101237357234501(C)(3)$150,000COMMUNITY SUPPORT
WAKE FOREST UNIVERSITY
PO BOX 7201WINSTONSALEMNC27109560532138501(C)(3)$6,800SUPPORTING STUDENT AND EDUCATIONAL PROGRAMS
FieldValueIRS element (for citing)
Total501c3 Org13Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS AND FELLOWSHIPSGrantTypeTxt
Recipient785RecipientCnt
Cash Grant$16,415,516CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:WFUHS FOLLOWS THE MEDICAL CENTER'S CORPORATE POLICY USED IN REVIEWING THE ELIGIBILITY AND SELECTION OF GRANTEES RECEIVING CERTAIN EXEMPT PURPOSE FUNDS. WFUHS MAINTAINS DOCUMENTATION OF THE ELIGIBILITY AND SELECTION CRITERIA AND RECORDS OF THE AMOUNTS DISBURSED.
SCHEDULE I, PART III, GRANTS AND OTHER ASSISTANCE TO DOMESTIC INDIVIDUALSTHE ORGANIZATION MONITORS THE ACADEMIC PROGRESS AND OTHER ACHIEVEMENTS OF STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (27 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
NATHAN O HATCH PHD
DIRECTOR & PRESIDENT OF WF$0$816,207$0$94,000$0$113,301$0$372,308$0$61,003$0$1,456,819$0$0
JOHN D MCCONNELL MD
DIRECTOR & CEO$997,692$0$0$0$553,444$0$212,316$0$20,056$0$1,783,508$0$0$0
EDWARD ABRAHAM MD
DEAN$526,889$0$70,180$0$22,519$0$131,656$0$22,120$0$773,364$0$0$0
J REID MORGAN
SECRETARY & GENERAL COUNSE$0$435,176$0$25,000$0$17,903$0$26,000$0$84,947$0$589,026$0$0
ANITA M CONRAD
ASSISTANT SECRETARY$0$160,024$0$3,000$0$258$0$16,660$0$16,053$0$195,995$0$0
TERRY L HALES JR
ASSISTANT TREASURER$365,987$0$34,618$0$1,025$0$71,642$0$21,747$0$495,019$0$0$0
LISA M WYATT
VP CH COMMUNICATIONS/MARKE$296,444$0$26,235$0$19,977$0$53,174$0$17,871$0$413,701$0$0$0
CHERYL E H LOCKE
VP CHIEF HUMAN RESOURCES O$360,384$0$29,898$0$4,410$0$68,830$0$16,142$0$479,664$0$0$0
NORMAN D POTTER JR
VP DEVELOPMENT & ALUMNI AF$297,266$0$28,690$0$5,508$0$50,474$0$22,716$0$404,654$0$0$0
KAREN H HUEY
VP FACILITIES$268,782$0$32,093$0$910$0$42,269$0$22,844$0$366,898$0$0$0
ERIC TOMLINSON DSC PHD
CH INNOV OFR & PRES WFIQ$390,502$0$60,040$0$98,105$0$83,072$0$11,297$0$643,016$0$0$0
TERRY G WILLIAMS
EVP STRAT & DEV.$476,556$0$83,125$0$12,862$0$113,493$0$51,546$0$737,582$0$0$0
K BARBARA CARBONE MD
PRES & COO, WFBH TO 4/15$661,490$0$118,000$0$116,042$0$162,700$0$34,796$0$1,093,028$0$0$0
CHAD A ECKES
CIO, CFO & TREAS. EFF 4/15$309,491$0$71,667$0$9,147$0$48,767$0$39,951$0$479,023$0$0$0
KEVIN P HIGH MD
EVP HS AFFAIRS EFF 4/15$411,496$0$26,898$0$1,458$0$5,200$0$21,574$0$466,626$0$0$0
DEETTE M EMON
VP, CIO EFF 4/15$145,347$0$0$0$191$0$1,625$0$4,499$0$151,662$0$0$0
NEAL KON MD
DEPARTMENT CHAIR$907,264$0$213,637$0$23,044$0$5,200$0$18,674$0$1,167,819$0$0$0
ROSS UNGERLEIDER MD
CHIEF, PEDIATRIC HEART PRO$856,342$0$194,160$0$19,786$0$155,351$0$21,377$0$1,247,016$0$0$0
EDWARD KINCAID MD
ASSOCIATE PROFESSOR$716,426$0$201,483$0$17,770$0$5,200$0$21,370$0$962,249$0$0$0
MALCOLM MARKS MD
DEPARTMENT CHAIR$726,645$0$111,663$0$5,504$0$5,200$0$24,489$0$873,501$0$0$0
CHARLES BRANCH JR MD
DEPARTMENT CHAIR$764,839$0$203,500$0$5,544$0$5,200$0$24,493$0$1,003,576$0$0$0
WILLIAM B APPLEGATE MD
FORMER OFFICER$232,638$0$1,973$0$19,786$0$6,330$0$17,973$0$278,700$0$0$0
EDWARD G CHADWICK
FORMER OFFICER$257,661$0$152,385$0$1,178,129$0$5,100$0$15,424$0$1,608,699$0$765,751$0
THOMAS E SIBERT MD
FORMER OFFICER$504,079$0$109,655$0$789,797$0$5,200$0$16,023$0$1,424,754$0$643,252$0
RUSSELL M HOWERTON MD
FORMER OFFICER$494,639$0$40,170$0$20,710$0$120,475$0$23,111$0$699,105$0$0$0
SHEILA M SANDERS
FORMER OFFICER$0$0$0$0$155,697$0$0$0$6,842$0$162,539$0$0$0
JOANNE C RUHLAND
FORMER OFFICER$248,300$0$0$0$20,700$0$38,510$0$19,782$0$327,292$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ACERTAIN OFFICERS RECEIVE, AS PART OF THEIR APPROVED COMPENSATION PACKAGE, RELOCATION ASSISTANCE INCLUDING A HOUSING ALLOWANCE. BELOW IS A SUMMARY OF THE BENEFITS INCLUDED IN THE OFFICERS' COMPENSATION FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2014: - RELOCATION ASSISTANCE, INCLUDING A HOUSING ALLOWANCE - $205,159 AS FOLLOWS: ERIC TOMLINSON - $71,710 - RELOCATION ASSISTANCE K. BARBARA CARBONE - $113,032 - RELOCATION ASSISTANCE CHAD ECKES - $8,650 - RELOCATION ASSISTANCE TERRY WILLIAMS - $11,767 RELOCATION ASSISTANCE
PART I, LINE 3FROM JULY 1, 2014 THROUGH JANUARY 31, 2015, THE EXECUTIVE COMMITTEE OF THE WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ("WFUBMC") BOARD OF DIRECTORS WAS RESPONSIBLE FOR REVIEWING AND APPROVING ALL MEDICAL CENTER OFFICERS' COMPENSATION (INCLUDING THE COMPENSATION OF MOST OF THE OFFICERS OF THE FILING ORGANIZATION). BEGINNING FEBRUARY 1, 2015, THE GOVERNANCE AND COMPENSATION COMMITTEE OF THE WFUBMC BOARD OF DIRECTORS IS RESPONSIBLE FOR REVIEWING AND APPROVING ALL MEDICAL CENTER OFFICERS' COMPENSATION (INCLUDING THE COMPENSATION OF MOST OF THE OFFICERS OF THE FILING ORGANIZATION). THE COMMITTEE UTILIZES AN INDEPENDENT, EXTERNAL COMPENSATION CONSULTANT FIRM EXPERIENCED IN HEALTH CARE AND HIGHER EDUCATION COMPENSATION THAT BASED RECOMMENDATIONS ON COMPENSATION SURVEYS AND STUDIES TO DETERMINE THE APPROPRIATENESS OF EACH OFFICER'S COMPENSATION. THESE COMPENSATION CONSULTANTS PRESENT TOTAL COMPENSATION COMPARABILITY DATA FOR THE POSITIONS FOR WHICH COMPENSATION IS BEING DETERMINED. THE DATA IS REVIEWED BY THE GOVERNANCE AND COMPENSATION COMMITTEE OF WFUBMC'S GOVERNING BOARD AT ITS MEETING; NONE OF THE MEMBERS OF THAT COMMITTEE ARE EMPLOYEES OF THE FILING ORGANIZATION. MINUTES OF THE DELIBERATIONS OF THE COMMITTEE ARE CONTEMPORANEOUSLY RECORDED. IN THE EVENT THAT ANY MEMBER OF THE GOVERNANCE AND COMPENSATION COMMITTEE HAS A CONFLICT OF INTEREST, THAT COMMITTEE MEMBER DOES NOT PARTICIPATE IN THE DELIBERATION OR APPROVAL PROCESS, AND THEIR ABSTENTION FROM THE PROCESS IS REFLECTED IN THE MINUTES.
PART I, LINES 4A-BCERTAIN EXECUTIVES PARTICIPATE IN OR RECEIVE SEVERANCE PAYMENTS AND PAYMENTS FROM SUPPLEMENTAL NON QUALIFIED RETIREMENT PLANS. THE DETERMINATION OF THE AMOUNT OF THE NON QUALIFIED RETIREMENT PLANS FOLLOWED THE FILING ORGANIZATION'S COMPENSATION PROCEDURES AS OUTLINED IN PART VI, SECTION B, LINE 15 OF THE FORM 990. THE FOLLOWING FORMER OFFICERS RECEIVED SEVERANCE AND SERP PAYMENTS IN THEIR CALENDAR YEAR 2014 COMPENSATION: SEVERANCE SERP SHELIA SANDERS 155,697 JOHN D. MCCONNELL, MD 530,400 EDWARD CHADWICK 185,424 970,299 THOMAS SIBERT, MD 764,135
PART I, LINE 7CERTAIN OFFICERS, KEY EMPLOYEES AND FACULTY MEMBERS HAVE INCENTIVE COMPENSATION COMPONENTS CONTAINED IN THEIR EMPLOYMENT AGREEMENTS. THESE ARE OFTEN GOAL-BASED AND ARE DETERMINED IN THE COURSE OF EVALUATION OF THE INDIVIDUAL'S PERFORMANCE BY HIS/HER DEPARTMENT CHAIR, SUPERVISOR OR THE COMPENSATION COMMITTEE OF THE BOARD, AS APPLICABLE. OTHER NON-FIXED PAYMENTS MAY INCLUDE SUMS FOR RELOCATION AND/OR TEMPORARY HOUSING THAT ARE TYPICALLY INCLUDED AS A PROVISION IN THE EMPLOYMENT AGREEMENT. ALL SUCH PAYMENTS ARE REFLECTED ON THE INDIVIDUAL'S W-2.
FORM 990, PART VII, LINE 5 - COMPENSATION FROM UNRELATED ORGANIZATIONKAREN H HUEY AND DEETTE EMON WERE COMPENSATED BY NORTH CAROLINA BAPTIST HOSPITAL, AN UNRELATED ORGANIZATION, FOR SERVICES PERFORMED FOR WAKE FOREST UNIVERSITY HEALTH SCIENCES AND OTHER ENTITIES WITHIN THE MEDICAL CENTER. SEE PART VII AND SCHEDULE J, PART II FOR THEIR COMPENSATION.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
NORTH CAROLINA MEDICAL CARE COMMISSION
A52130940265821DNX52012-11-15$59,045,000REFUND ISSUE DATED 10/16/2008000
NORTH CAROLINA MEDICAL CARE COMMISSION
B52130940265821DNF42012-11-15$129,019,661REFUND ISSUE DATED 10/16/2008000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$4,235,000$59,045,000$16,063$59,028,937Yes (1)0Yes (1)Yes (1)
B$6,855,000$129,019,661$568$129,019,093Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A0Yes (1)00Yes (1)00Yes (1)
B0Yes (1)00000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, COLUMN A&B, LINE 11 - OTHER SPENT PROCEEDSOTHER SPENT PROCEEDS LISTED ARE THE CURRENT REFUNDING PROCEEDS OF THE ISSUE(S).
PART III, COLUMNS A&B - PRIVATE BUSINESS USEBOTH ISSUES REFUNDED THE ISSUE DATED 10/16/2008, WHICH SOLE PURPOSE WAS THE REFUNDING OF ISSUES PRIOR TO 12/31/2002. ACCORDINGLY, EACH ISSUE IS EXEMPT FROM COMPLETING PART III OF THE FORM.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution29ContributionCnt
Noncash Contributions Rpt F990$18,926NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$22,490NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution61ContributionCnt
Noncash Contributions Rpt F990$1,913,288NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$314,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution13ContributionCnt
Noncash Contributions Rpt F990$18,484NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution47ContributionCnt
Noncash Contributions Rpt F990$5,425NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)GIFT CARDS37$11,922FAIR MARKET VALUE
Yes (X)EQUIPMENT5$9,233FAIR MARKET VALUE
FieldValueIRS element (for citing)
Form8283 Received2Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):TH ORGANIZATION DETERMINES THE NUMBER OF CONTRIBUTIONS BY USING THE TOTAL NUMBER OF NON-CASH ITEMS RECEIVED PER DONOR PER OCCURANCE.
PART I, LINE 32B:THE FILING ORGANIZATION SOMETIMES USES A RELATED ORGANIZATION, WAKE FOREST UNIVERSITY DEVELOPMENT FOUNDATION, TO SELL GIFTS OF DONATED REAL PROPERTY.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2MICHAEL RUTHERFORD AND TERRY WILLIAMS, BOTH OFFICERS OF THE ORGANIZATION, WERE BOARD MEMBERS OF MEDCOST BENEFIT SERVICES.
FORM 990, PART VI, SECTION A, LINE 3EFFECTIVE JULY 1, 2010, THE GOVERNING BOARDS OF FOUR NORTH CAROLINA NONPROFIT CORPORATIONS (WAKE FOREST UNIVERSITY, NORTH CAROLINA BAPTIST HOSPITAL, WAKE FOREST UNIVERSITY HEALTH SCIENCES, AND WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER) ENTERED INTO AN AGREEMENT (THE "MEDICAL CENTER INTEGRATION AGREEMENT OR "MCIA") UNDER WHICH THE OPERATION OF EACH OF NORTH CAROLINA BAPTIST HOSPITAL ("NCBH") AND WAKE FOREST UNIVERSITY HEALTH SCIENCES ("WFUHS") WAS DELEGATED TO WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ("WFUBMC"). WFUHS IS A WHOLLY-CONTROLLED SUBSIDIARY ENTITY OF WAKE FOREST UNIVERSITY ("WFU"). WFUBMC IS A MEMBERSHIP NONPROFIT CORPORATION WHOSE TWO EQUAL MEMBERS ARE NCBH (WHICH ENTITY IS UNRELATED TO WFUHS AND WFU) AND WFU. THE GOAL IS CONSOLIDATION OF MANAGEMENT IN WFUBMC OF THE VARIOUS ACADEMIC MEDICAL CENTER OPERATIONS, SUBJECT TO SUBSTANTIAL RESERVED POWERS IN EACH OF THE CONSTITUENT MEMBERS' (OR IN WFUHS') BOARDS. EFFECTIVE MARCH 17, 2014, THE ENTITY CONTRACTED WITH C. MICHAEL RUTHERFORD AS ITS CHIEF FINANCIAL OFFICER AND TREASURER. MR. RUTHERFORD IS AN EMPLOYEE OF WARBIRD CONSULTING PARTNERS, A HEALTHCARE EXECUTIVE MANAGEMENT SERVICES COMPANY. MR. RUTHERFORD'S REPORTABLE COMPENSATION PAID BY WARBIRD IN CALENDAR YEAR 2014 FOR HIS SERVICES AS THE ORGANIZATION'S CHIEF FINANCIAL OFFICER AND TREASURER WAS $670,192.
FORM 990, PART VI, SECTION A, LINE 4ON NOVEMBER 5, 2014, THE BOARD OF DIRECTORS OF THE FILING ORGANIZATION [WFUHS] APPROVED SEVERAL CHANGES TO THE MEDICAL CENTER INTEGRATION AGREEMENT ("MCIA"). THE FILING ORGANIZATION WAS ONE OF FOUR PARTIES TO THE MCIA; THE APPROVAL BY THE BOARD OF TRUSTEES OF WAKE FOREST UNIVERSITY (THE SOLE MEMBER OF THE FILING ORGANIZATION) OF THESE MCIA CHANGES ON JANUARY 30, 2015 MADE THEM FINAL. EFFECTIVE FEBRUARY 1, 2015, CHANGES RELATE TO MEDICAL CENTER BOARD COMMITTEES AND THE ESTABLISHMENT OF A NEW COMMUNITY BENEFIT ADVISORY BOARD. MEDICAL CENTER BOARD COMMITTEES WILL NOW INCLUDE THE MEDICAL CENTER CEO AS AN EX OFFICIO MEMBER OF EACH COMMITTEE; THE EXECUTIVE COMMITTEE WILL BE COMPRISED OF THE MEDICAL CENTER CHAIR AND VICE-CHAIR, THE CHAIR AND VICE-CHAIR OF THE AUDIT AND COMPLIANCE COMMITTEE, AND THE CHAIR AND VICE-CHAIR OF THE NEW GOVERNANCE AND COMPENSATION COMMITTEE. FIVE EXISTING MEDICAL CENTER BOARD COMMITTEES (FINANCE AND BUSINESS AFFAIRS; HEALTH SYSTEMS OPERATIONS AND QUALITY; ACADEMIC AFFAIRS; FACILITIES AND INNOVATION QUARTER; AND FAITH AND COMMUNITY HEALTH) ARE ELIMINATED. THE MEDICAL CENTER AUDIT AND COMPLIANCE COMMITTEE WILL BE COMPRISED OF THREE (3) WFU APPOINTEES AND THREE (3) NCBH APPOINTEES, PLUS THE MEDICAL CENTER BOARD CHAIR, EX OFFICIO. THE CHAIR AND CHAIR DESIGNATE FOR THIS COMMITTEE WILL FOLLOW A SIMILAR TWO-YEAR ROTATION PLAN AS THAT FOR THE MEDICAL CENTER BOARD. THE GOVERNANCE AND COMPENSATION COMMITTEE WILL CONSIST OF THE BOARD CHAIR AND VICE-CHAIR, AND TWO (2) APPOINTEES EACH FROM THE WFU AND NCBH BOARD FROM THEIR MEDICAL CENTER BOARD ELECTEES. THE CHAIR/CHAIR DESIGNATE TWO-YEAR ROTATION PLAN ALSO APPLIES TO THIS COMMITTEE. GOING FORWARD, ONLY MEDICAL CENTER BOARD MEMBERS WILL POPULATE MEDICAL CENTER BOARD COMMITTEES, BUT THE WFUHS AND NCBH SEPARATE INVESTMENT COMMITTEES WILL CONTINUE. THE WFUBMC BYLAWS CALL FOR APPOINTMENTS TO WFUBMC BOARD COMMITTEES TO BE MADE BY WFU OR ITS BOARD OF TRUSTEES, AS A MEMBER OF THE WFUBMC CORPORATION, BUT THE WFU BOARD OF TRUSTEES ON JANUARY 30, 2015 AT ITS MEETING DELEGATED THE AUTHORITY TO MAKE SUCH APPOINTMENTS TO THE WFUHS BOARD OF DIRECTORS. CREATION OF AN ACADEMIC SUBCOMMITTEE OF THE HEALTH AFFAIRS COMMITTEE (WHICH COMMITTEE COMPRISES A PORTION OF THE FILING ORGANIZATION'S BOARD OF DIRECTORS) THE MCIA AMENDMENT'S CHANGES INCLUDED THE ELIMINATION OF SEVERAL MEDICAL CENTER BOARD COMMITTEES; AMONG THOSE ELIMINATED WAS THE ACADEMIC AFFAIRS COMMITTEE, WHOSE MEMBERS HAD INCLUDED WFU-APPOINTED MEMBERS DRAWN FROM THE WAKE FOREST UNIVERSITY BOARD OF TRUSTEES HEALTH AFFAIRS COMMITTEE AND FUNCTIONING, WHEN SITTING IN THE MEDICAL CENTER BOARD ACADEMIC AFFAIRS COMMITTEE'S MEETINGS, AS A SUBCOMMITTEE HOLDING DELEGATED AUTHORITY FROM THE WAKE FOREST UNIVERSITY BOARD OF TRUSTEES TO APPROVE THE APPOINTMENT OF NON-TENURED UNIVERSITY FACULTY IN THE MEDICAL SCHOOL (THE WFU HEALTH AFFAIRS COMMITTEE HAVING BEEN GRANTED THE FURTHER AUTHORITY TO CREATE A SUBCOMMITTEE FOR THIS PURPOSE BY THE WFU POLICY RESOLUTIONS). AS THE MEDICAL CENTER BOARD'S ACADEMIC AFFAIRS COMMITTEE WAS ELIMINATED, THE WFU HEALTH AFFAIRS COMMITTEE ON JANUARY 30, 2015 CONSTITUTED A NEW ACADEMIC SUBCOMMITTEE FOR SUCH PURPOSE, AND NAMED AS THE MEMBERS OF SUCH SUBCOMMITTEE, "THOSE MEMBERS OF THE [WFU] HEALTH AFFAIRS COMMITTEE WHO ARE, FROM TIME TO TIME, MEMBERS OF THE WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER BOARD OF DIRECTORS".
FORM 990, PART VI, SECTION A, LINE 6WAKE FOREST UNIVERSITY IS THE SOLE MEMBER OF WAKE FOREST UNIVERSITY HEALTH SCIENCES.
FORM 990, PART VI, SECTION A, LINE 7ATHE DIRECTORS OF WAKE FOREST UNIVERSITY HEALTH SCIENCES ARE ELECTED BY THE BOARD OF TRUSTEES OF ITS SOLE MEMBER, WAKE FOREST UNIVERSITY.
FORM 990, PART VI, SECTION A, LINE 7BDECISIONS OF THE ORGANIZATION'S GOVERNING BODY WHICH REQUIRE APPROVAL BY THE ORGANIZATION'S SOLE MEMBER, WAKE FOREST UNIVERSITY, INCLUDE AMENDMENTS TO CERTAIN FUNDAMENTAL DOCUMENTS (ARTICLES OF INCORPORATION AND BYLAWS); THE CONVEYANCE OR ENCUMBRANCE OF THE ORGANIZATION'S REAL ESTATE; ACADEMIC APPOINTMENT OF FACULTY, GRANT OF TENURE AND DISMISSAL; AND DISSOLUTION.
FORM 990, PART VI, SECTION B, LINE 11THE FILING ORGANIZATION'S BOARD OF DIRECTORS RECEIVES A COPY OF THE FORM 990 WITH SUFFICIENT TIME TO PERMIT REVIEW, COMMENT, AND QUESTIONS PRIOR TO ITS FILING. THE AUDIT AND COMPLIANCE COMMITTEE OF THE GOVERNING BOARD OF THE FILING ORGANIZATION REVIEWS IN ADDITIONAL DETAIL THE FILING ORGANIZATION'S FORM 990 WITH THE ORGANIZATION'S CHIEF FINANCIAL OFFICER AND/OR HIS DESIGNEE, WHO ANSWER QUESTIONS AND ADDRESS CONCERNS RAISED BY SUCH COMMITTEE MEMBERS OR BY OTHER FILING ORGANIZATION DIRECTORS. IF MODIFICATIONS ARE REQUIRED FOLLOWING SUCH REVIEW AND COMMENT, THE REVISED FORM 990 IS REDISTRIBUTED TO ALL DIRECTORS PRIOR TO ITS FILING WITH THE IRS, ALONG WITH A REPORT NOTING THE MODIFICATIONS.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION REQUIRES OFFICERS AND KEY EMPLOYEES TO ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND DETERMINE ANY POTENTIAL CONFLICTS OF INTEREST. ANY POTENTIAL CONFLICTS NOTED IN THE QUESTIONNAIRE ARE REVIEWED BY A STANDING COMMITTEE FOR APPROPRIATE RESOLUTION. ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DETERMINE AND REPORT ANNUALLY, AND AS THEY ARISE, ANY POTENTIAL CONFLICTS OF INTEREST TO THE SECRETARY OF THE BOARD OF DIRECTORS. THE RESOLUTION OF POTENTIAL AND ACTUAL CONFLICTS IS SUBJECT TO THE APPROVAL OF THE CHAIR OF THE BOARD AND IS REPORTED TO THE CHAIR OF THE AUDIT & COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 15FROM JULY 1, 2014 THROUGH JANUARY 31, 2015, THE EXECUTIVE COMMITTEE OF WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ("WFUBMC") BOARD OF DIRECTORS FUNCTIONED AS THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND PURSUANT TO A DELEGATION BY THE FILING ORGANIZATION, REVIEWED AND APPROVED THE APPOINTMENT AND COMPENSATION OF THE SENIOR EXECUTIVES OF THE FILING ORGANIZATION. BEGINNING FEBRUARY 1, 2015, THAT ROLE IS FULFILLED BY THE GOVERNANCE AND COMPENSATION COMMITTEE OF WFUBMC. NO MEMBER OF THE WFUBMC GOVERNANCE AND COMPENSATION COMMITTEE IS AN EMPLOYEE OF THE MEDICAL CENTER OR OF THE FILING ORGANIZATION. THE GOVERNANCE AND COMPENSATION COMMITTEE RELIES UPON AN EXTERNAL, INDEPENDENT COMPENSATION CONSULTANT EXPERIENCED IN HEALTHCARE TO PROVIDE THE COMMITTEE WITH COMPENSATION COMPARABILITY DATA FOR NEW EXECUTIVE POSITION APPOINTMENTS AND FOR COMPENSATION REVIEWS FOR EXISTING EXECUTIVES. THE CONSULTANT, WHICH IS RETAINED DIRECTLY BY THE GOVERNANCE AND COMPENSATION COMMITTEE, PROVIDES THIRD-PARTY INFORMATION AND EVALUATES THE COMPETITIVENESS AND REASONABLENESS OF EXECUTIVE COMPENSATION AND BENEFITS PROGRAMS IN RELATION TO MARKET PRACTICES FOR SIMILARLY-SITUATED NONPROFIT HEALTHCARE ORGANIZATIONS. THE COMMITTEE MAKES ITS DECISIONS WITH RESPECT TO EXECUTIVE COMPENSATION IN ACCORDANCE WITH THE FILING ORGANIZATION'S POLICIES, IRS REGULATIONS, AND STANDARD CORPORATE GOVERNANCE PRACTICES. SUCH POLICIES INCLUDE ADHERENCE TO: BOARD-ESTABLISHED EXECUTIVE COMPENSATION PHILOSOPHY AND REVIEW PROCESSES; PROCESSES ENSURING GOVERNANCE AND COMPENSATION COMMITTEE MEMBER AND COMPENSATION CONSULTANT INDEPENDENCE; USE OF VALID MARKET COMPARISONS OF DATA FROM PEER ACADEMIC MEDICAL CENTERS OF SIMILAR ORGANIZATIONAL STRUCTURE, SIZE, AND COMPLEXITY; CAREFUL DOCUMENTATION OF ALL COMPENSATION DECISIONS; AND ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS, PER IRS GUIDELINES. MINUTES OF THE DELIBERATIONS OF THE GOVERNANCE AND COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY MAINTAINED AND THAT COMPARABILITY DATA IS MAINTAINED IN THE MEDICAL CENTER'S OFFICE OF EXECUTIVE COMPENSATION SERVICES. IN THE EVENT THAT A MEMBER OF THE GOVERNANCE AND COMPENSATION COMMITTEE HAS A CONFLICT OF INTEREST RELATED TO EXECUTIVE APPOINTMENT OR COMPENSATION, THAT MEMBER DOES NOT PARTICIPATE IN THE DELIBERATION OR APPROVAL OF APPOINTMENT OR COMPENSATION AND SUCH ABSTENTION IS NOTED IN THE COMMITTEE'S MEETING MINUTES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON REQUEST AND ARE AVAILABLE ON THE WEBSITE OF THE NORTH CAROLINA SECRETARY OF STATE. THE ORGANIZATION'S BYLAWS ARE NOT PUBLISHED, BUT PROVISIONS FROM THE BYLAWS ARE INCLUDED AS NECESSARY IN THE ORGANIZATION'S POLICIES, AND ARE ATTACHED TO THE FORM 1023 FILED FOR THE ORGANIZATION WITH THE IRS, WHICH IS PUBLICLY AVAILABLE. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC.
PART VII, SECTION A, COLUMN B - HOURSDONALD E FLOW FILING ORG 2.0 RELATED ORG 16.0 DONNA A BOSWELL PHD FILING ORG 4.0 RELATED ORG 10.2 JAMES R HELVEY III FILING ORG 2.0 RELATED ORG 9.0 JAMES J MARINO FILING ORG 2.0 RELATED ORG 5.0 JAMES T WILLIAMS, JR FILING ORG 2.0 RELATED ORG 5.0 GERALD F. ROACH FILING ORG 2.0 RELATED ORG 4.0 BRENDA K. CLINE FILING ORG 2.0 SHELMER D BLACKBURN JR FILING ORG 2.0 RELATED ORG 4.0 BOBBY R. BURCHFIELD FILING ORG 2.0 RELATED ORG 7.2 RICHARD A. BRENNER FILING ORG 2.0 KATHLEEN B. FRENCH FILING ORG 2.0 RELATED ORG 3.0 JAMES W JOHNSTON FILING ORG 2.0 MATTHEW A. KING FILING ORG 2.5 RELATED ORG 6.5 NATHAN O HATCH PHD FILING ORG 3.0 RELATED ORG 37.0 JOHN D MCCONNELL MD FILING ORG 7.5 RELATED ORG 11.5 UNRELATED ORG 21.0 ANN S. HANES FILING ORG 2.0 ANDREW J SCHINDLER FILING ORG 4.0 RELATED ORG 8.0 EDWARD ABRAHAM MD FILING ORG 34.9 RELATED ORG 5.1 J REID MORGAN FILING ORG 8.0 RELATED ORG 32.0 ANITA M CONRAD FILING ORG 10.0 RELATED ORG 30.0 TERRY L HALES JR FILING ORG 6.6 RELATED ORG 14.4 UNRELATED ORG 19.0 LISA M WYATT FILING ORG 15.0 RELATED ORG 5.0 UNRELATED ORG 20.0 CHERYL E. H. LOCKE FILING ORG 3.0 RELATED ORG 5.0 UNRELATED ORG 32.0 NORMAN D POTTER, JR FILING ORG 15.0 RELATED ORG 5.0 UNRELATED ORG 20.0 KAREN H HUEY FILING ORG 11.0 RELATED ORG 5.0 UNRELATED ORG 24.0 ERIC TOMLINSON DSC PHD FILING ORG 5.0 RELATED ORG 35.0 TERRY G. WILLIAMS FILING ORG 12.0 RELATED ORG 6.0 UNRELATED ORG 22.0 K. BARBARA CARBONE MD FILING ORG 4.0 RELATED ORG 11.0 UNRELATED ORG 25.0 CHAD A. ECKES FILING ORG 7.0 RELATED ORG 5.0 UNRELATED ORG 28.0 C. MICHAEL RUTHERFORD FILING ORG 8.0 RELATED ORG 5.0 UNRELATED ORG 27.0 KEVIN P. HIGH, MD FILING ORG 12.0 RELATED ORG 10.0 UNRELATED ORG 18.0 DEETTE M. EMON FILING ORG 5.0 RELATED ORG 5.0 UNRELATED ORG 30.0 NEAL KON MD FILING ORG 40.0 ROSS UNGERLEIDER FILING ORG 40.0 EDWARD KINCAID MD FILING ORG 40.0 MALCOLM MARKS MD FILING ORG 40.0 CHARLES BRANCH JR MD FILING ORG 40.0 WILLIAM B APPLEGATE MD FILING ORG 40.0 RUSSELL M HOWERTON MD FILING ORG 18.0 UNRELATED ORG 22.0 JOANNE C RUHLAND FILING ORG 15.0 UNRELATED ORG 25.0 NORTH CAROLINA BAPTIST HOSPITAL IS AN UNRELATED ORGANIZATION TO THE FILING ORGANIZATION AND THE INFORMATION CONCERNING HOURS DEVOTED TO IT ARE NOT REQUIRED TO BE REPORTED, BUT ARE INCLUDED BECAUSE OF THE STRUCTURE OF WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER, OF WHICH THE FILING ORGANIZATION AND NORTH CAROLINA BAPTIST HOSPITAL ARE PRINCIPAL PARTS. IN GENERAL, THE CORPORATE OFFICERS OF THE MEDICAL CENTER ALSO SERVE AS THE CORPORATE OFFICERS OF NORTH CAROLINA BAPTIST HOSPITAL AND WAKE FOREST UNIVERSITY HEALTH SCIENCES.
FORM 990, PART XI, LINE 9:EQUITY METHOD AFFILIATES 10,748,540. ACTUARIAL GAIN 9,334,764.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
BRF-A1A LLC
MEDICAL CENTER BLVDWINSTON SALEMNC27157203073357REAL ESTATE HOLDING COMPANYNC$679,960$1,698,888WAKE FOREST UNIV HEALTH SCIENCES
WFIQ HOLDINGS LLC
MEDICAL CENTER BLVDWINSTON SALEMNC27157050549344REAL ESTATE HOLDING COMPANYNC$285,554$47,305,336WAKE FOREST UNIV HEALTH SCIENCES
SEED STAGE ASSOCIATES LLC
200 EAST FIRST ST SUITE 101WINSTON SALEMNC27101651198831TECHNOLOGY TRANSFER & LICENSING OF INTELLECTUAL PROPERTYNC$0$0WAKE FOREST UNIV HEALTH SCIENCES
BRF DECK 1 LLC
MEDICAL CENTER BLVDWINSTON SALEMNC27157861123819REAL ESTATE HOLDING COMPANYNC$0$540,873WAKE FOREST UNIV HEALTH SCIENCES
BRF-A1 LLC
MEDICAL CENTER BLVDWINSTON SALEMNC27157861123822REAL ESTATE HOLDING COMPANYNC$0$969,325WAKE FOREST UNIV HEALTH SCIENCES
WFIQ HOLDINGS II LLC
MEDICAL CENTER BLVDWINSTON SALEMNC27157271917927REAL ESTATE HOLDING COMPANYNC$0$3,296,691WAKE FOREST UNIV HEALTH SCIENCES
WFIQ HOLDINGS III LLC
MEDICAL CENTER BLVDWINSTON SALEMNC27157271918085REAL ESTATE HOLDING COMPANYNC$0$3,954,359WAKE FOREST UNIV HEALTH SCIENCES
PARK IMP 1 LLC
MEDICAL CENTER BLVDWINSTON SALEMNC27157272070963REAL ESTATE HOLDING COMPANYNC$0$0WAKE FOREST UNIV HEALTH SCIENCES
WAKE FOREST AMBULATORY VTR LLC
MEDICAL CENTER BLVDWINSTON SALEMNC27157HEALTHCARENC$0$0WAKE FOREST UNIV HEALTH SCIENCES

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN
MEDICAL CENTER BLVDWINSTON SALEMNC27157900222618PROVIDE DIALYSIS TREATMENTS TO PATIENTSNC501(C)(3)LINE 11A, IWAKE FOREST UNIV HEALTH SCIENCESYes (1)
WFUBMC COMMUNITY PHYSICIANS (CP)
MEDICAL CENTER BLVDWINSTON SALEMNC27157561903275HEALTHCARENC501(C)(3)LINE 3WAKE FOREST UNIV HEALTH SCIENCESYes (1)
WAKE FOREST INNOVATION QUARTER MANAGEMENT CO
MEDICAL CENTER BLVDWINSTON SALEMNC27157061818498RESEARCH PARK DEVELOPMENTNC501(C)(3)LINE 11A, IWAKE FOREST UNIV HEALTH SCIENCESYes (1)
WAKE FOREST INNOVATION QUARTER DEVELOPMENT CO
MEDICAL CENTER BLVDWINSTON SALEMNC27157562094067RESEARCH PARK DEVELOPMENTNC501(C)(6)WAKE FOREST UNIV HEALTH SCIENCESYes (1)
WAKE FOREST UNIVERSITY FOUNDATION
PO BOX 7201WINSTON SALEMNC27109562038193REAL ESTATE HOLDING AND MANAGEMENTNC501(C)(3)LINE 11A, IWAKE FOREST UNIVERSITY0
IDEALLIANCE FOUNDATION
MEDICAL CENTER BLVDWINSTON SALEMNC27157562094060RESEARCH PARK DEVELOPMENTNC501(C)(3)LINE 11A, IWAKE FOREST UNIV HEALTH SCIENCESYes (1)
WAKE FOREST INNOVATION QUARTER CDC
MEDICAL CENTER BLVDWINSTON SALEMNC27157200177581RESEARCH PARK DEVELOPMENTNC501(C)(3)LINE 11A, IWAKE FOREST UNIV HEALTH SCIENCESYes (1)
WAKE FOREST UNIVERSITY
PO BOX 7201WINSTON SALEMNC27109560532138UNIVERSITYNC501(C)(3)LINE 20N/A
WAKE FOREST UNIVERSITY DEVELOPMENT FOUNDATION
PO BOX 7201WINSTON SALEMNC27109562038194MANAGEMENT/SALE OF CHARITABLE REAL PROPERTY GIFTSNC501(C)(3)LINE 11A, IWFU & WFUF0
WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER
MEDICAL CENTER BLVDWINSTON SALEMNC27157510190238FACILITATE THE CARRYING OUT OF THE FUNCTIONS AND PURPOSES OF WFUHS & NCBHNC501(C)(3)LINE 11A, I0N/A
MEDICAL FND OF WFUHS & NCBH
MEDICAL CENTER BLVDWINSTON SALEMNC27157566036688SUPPORTING ORGANIZATIONNC501(C)(3)LINE 11A, I0N/A
DIALYSIS ACCESS GROUP OF WFU LLC
MEDICAL CENTER BLVDWINSTON SALEMNC27157204241942PROVIDE DIALYSIS TREATMENTS TO PATIENTSNC501(C)(3)LINE 9WAKE FOREST UNIV HEALTH SCIENCESYes (1)
REYNOLDA HOUSE INC
POBOX 7287WINSTON SALEMNC27109560810676MUSEUM OF AMERICAN ARTNC501(C)(3)LINE 7WAKE FOREST UNIVERSITY0
CHILDRESS INSTITUTE FOR PEDIATRIC TRAUMA
575 N PATTERSON STREETWINSTON SALEMNC27101463674691HEALTHCARE RESEARCHNC501(C)(3)LINE 7WAKE FOREST UNIV HEALTH SCIENCES0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctDirect Controlling NADirectControllingNACd
VERGER FUND II LLC
PO BOX 7354WINSTON SALEMNC27109352514227INVESTMENTNCWAKE FOREST UNIVERSITY HEALTH SCIENCESEXCLUDED$10,283,185$352,307,4620$281,26900.97000
VERGER CAPITAL FUND LLC
PO BOX 7354WINSTON SALEMNC27109464027021INVESTMENTNCN/A
VERGER CAPITAL MANAGEMENT LLC
PO BOX 7354WINSTON SALEMNC27109464037343INVESTMENTNCN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndEINEINDirect Controlling NADirectControllingNACd
CHARITABLE REMAINDER TRUST
MEDICAL CENTER BLVDWINSTON SALEMNC27157INVESTMENTNCWAKE FOREST UNIVERSITY HEALTH SCIENCEST$323,3890.620000
NORTH DISTRICT OWNERS ASSOCIATION
MEDICAL CENTER BLVDWINSTON SALEMNC27157PROPERTY OWNERS ASSOCIATIONNCC0471128865N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
WFUBMC COMMUNITY PHYSICIANS
K$3,512,100COST
WFUBMC COMMUNITY PHYSICIANS
M$31,151,033COST
DIALYSIS ACCESS GROUP OF WAKE FOREST UNIVERSITY
N$68,104COST
WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN
N$2,257,977COST
WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN
S$20,475,000COST
WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN
P$20,368COST
WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN
Q$713,950COST

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