WAKEMED: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WAKEMED (EIN 56-6017737)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-15
- IRS object ID
- 201422279349301982
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-15T09:46:21-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 NEW YORK AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566017737 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAKEMED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MICHAEL DEVAUGHN CFO | InCareOfName |
| Name Control | WAKE | NameControl |
| Phone | 9193500522 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 NEW BERN AVE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 276101215 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL DEVAUGHN | Name |
| Title | CFO | Title |
| Date Signed | 2014-08-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023277097 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE O | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DONALD GINTZIG | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 NEW BERN AVE | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27610 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1460662374 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WAKEMED.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | WAKEMED IS A MULTI-FACILITY HEALTHCARE SYSTEM PROVIDING STATE OF THE ART HIGH QUALITY CARE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 9351 | TotalNbrEmployees |
| Total Nbr Volunteers | 1539 | TotalNbrVolunteers |
| Total Gross UBI | 4557055 | TotalGrossUBI |
| Contributions Grants Prior Year | 4853411 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5172355 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1025656252 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 967167959 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 16967024 | InvestmentIncomePriorYear |
| Investment Income Current Year | 14853866 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 68496 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5954432 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1047545183 | TotalRevenuePriorYear |
| Total Revenue Current Year | 993148612 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1232277 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1657008 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 560712892 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 583908859 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 466378228 | OtherExpensePriorYear |
| Other Expenses Current Year | 448755303 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1028323397 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1034321170 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 19221786 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -41172558 | RevenuesLessExpensesCY |
| Total Assets BOY | 1426399681 | TotalAssetsBOY |
| Total Assets EOY | 1401033136 | TotalAssetsEOY |
| Total Liabilities BOY | 642059490 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 636733084 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 784340191 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 764300052 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WAKEMED PROVIDES OUTSTANDING AND COMPASSIONATE CARE TO ALL WHO SEEK OUR SERVICES. WE ARE COMMITTED TO THE HEALTH AND WELLNESS OF THE COMMUNITIES WE SERVE BY PROVIDING PREVENTATIVE, DIAGNOSTIC, IN/OUT PATIENT, REHABILITATIVE AND SKILLED NURSING CARE TO ALL REGARDLESS OF THE ABILITY TO PAY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 236020175 | Expense |
| Grants | 0 | Grants |
| Revenue | 233015716 | Revenue |
| Description | SURGICAL SERVICES - WAKEMED OFFERS SURGICAL SERVICES IN FOUR LOCATIONS; WAKEMED RALEIGH CAMPUS, WAKEMED CARY HOSPITAL, WAKEMED NORTH HEALTHPLEX AND CAPITAL CITY SURGERY CENTER, OF WHICH WAKEMED IS INVESTED. ALL OF THESE FACILITIES PROVIDE SURGICAL SERVICES TO ALL WHO SEEK CARE REGARDLESS OF THEIR ABILITY TO PAY. BY HAVING IN/OUT PATIENT SERVICES THROUGHOUT THE COUNTY, WAKEMED HAS IMPROVED ACCESS TO THESE NEEDED SERVICES. WAKEMED HAS A BROAD RANGE OF SURGEONS WHO PERFORM PROCEDURES AT THESE LOCATIONS AND THE VOLUME CONTINUES TO INCREASE. AS WAKE COUNTY'S ONLY STATE DESIGNATED LEVEL 1 TRAUMA CENTER, COMPREHENSIVE SURGICAL SERVICES WITH TRAUMA SURGEONS IN A VARIETY OF SPECIALTIES LIKE GENERAL TRAUMA SURGERY, ORTHOPEDICS, NEUROSURGERY, VASCULAR SURGERY ARE KEY TO PROVIDING THE COMMUNITY WITH THIS MUCH NEEDED SERVICE. ACCESS TO SPECIALTY CARE CONTINUES TO BE ONE OF THE KEY HEALTH CONCERNS FACING OUR COMMUNITY. WAKEMED HAS EXPANDED ITS NETWORK OF SPECIALISTS THROUGH WAKEMED FACULTY PHYSICIANS, ONE OF THE KEY GROUPS OF PHYSICIANS WHO PROVIDE SUBSPECIALTY CARE TO THE UNINSURED AND UNDER INSURED IN OUR COMMUNITY. WAKEMED WORKS WITH THE PATIENT TO PROVIDE DISCOUNTED FEES BASED ON INCOME AND NEED. MANY PHYSICIANS ON THE MEDICAL STAFF CONTINUE THIS PRACTICE OF PROVIDING QUALITY CARE TO PATIENTS, REGARDLESS OF ABILITY TO PAY. LAST YEAR, 35.9% WERE INSURED UNDER MEDICARE, 14.3% WERE INSURED UNDER MEDICAID AND 6.3% WERE UNINSURED (OR "SELF PAY OR CHARITY CARE"). | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 184009442 | Expense |
| Grants | 0 | Grants |
| Revenue | 191925853 | Revenue |
| Description | HEART SERVICES - WAKEMED'S HEART AND VASCULAR PROGRAM IS NOT ONLY THE LARGEST, BUT ONE OF THE MOST WELL RESPECTED CARDIOVASCULAR PROGRAMS IN NORTH CAROLINA. LAST YEAR, MORE THAN 22,000 CARDIOVASCULAR PROCEDURES WERE PERFORMED. PROCEDURES INCLUDED SURGERY, DIAGNOSTIC AND INTERVENTIONAL CARDIAC CATHETERIZATION AND ELECTROPHYSIOLOGY STUDIES WERE PERFORMED AND THOUSANDS OF OTHERS WERE TREATED MEDICALLY AS IN/OUT PATIENTS THROUGHOUT THE SYSTEM. HEART DISEASE REMAINS THE SECOND LEADING CAUSE OF DEATH IN WAKE COUNTY. ADDITIONALLY, THE COUNTY'S 2013 HEALTH ASSESSMENT IDENTIFIED MANAGEMENT OF CHRONIC DISEASES RELATED TO CARDIOVASCULAR PROBLEMS OF PARAMOUNT IMPORTANCE TO WAKE COUNTY'S RESIDENTS' OVERALL HEALTH. WAKEMED'S HEART CENTER HAS MADE SIGNIFICANT STRIDES IN PROGRAMS AND SERVICES AIMING TO REDUCE HEART DISEASE AND DIABETES, IMPROVE STROKE OUTCOMES AND IMPROVE PATIENTS' UNDERSTANDING OF DISEASE MANAGEMENT. THE WAKEMED HEART CENTER PROVIDES A COMPREHENSIVE CONTINUUM OF CARE FOR THE CARDIAC PATIENT FROM OUTREACH EDUCATION AND PREVENTION TO DIAGNOSIS, INTERVENTION, SURGERY, CARDIAC REHABILITATION AND ONGOING DISEASE MANAGEMENT FOR HEART FAILURE AND DIABETES. FREE EDUCATION PROGRAMS ARE OFFERED REGULARLY FOR OUR PATIENTS, THEIR FAMILY MEMBERS AND THE COMMUNITY TO COMPLEMENT OUR COMPREHENSIVE CARE SERVICES. OUR INTENTIONS ARE TO TEACH THE PATIENT ABOUT THEIR RISK FACTORS FOR HEART DISEASE AND ENCOURAGE HEALTHY BEHAVIORS THROUGH LIFESTYLE CHANGES, THUS BUILDING A FOUNDATION FOR A HEALTHIER POPULATION. ALL OF WAKEMED'S EMERGENCY DEPARTMENTS ARE CERTIFIED CHEST PAIN CENTERS AND WAKEMED RALEIGH CAMPUS AND CARY HOSPITAL ARE DESIGNATED PRIMARY STROKE CENTERS. BOTH WAKEMED RALEIGH CAMPUS AND WAKEMED CARY HOSPITAL HAVE RECEIVED THE AMERICAN COLLEGE OF CARDIOLOGY FOUNDATION'S NCDR ACTION REGISTRY-GWTG PLATINUM PERFORMANCE ACHIEVEMENT AWARD FOR 2012 - TWO OF ONLY 164 HOSPITALS NATIONWIDE TO DO SO. BOTH HOSPITALS HAVE ALSO RECEIVED THE GET WITH THE GUIDELINES - HEART FAILURE GOLD QUALITY ACHIEVEMENT AWARD FROM THE AMERICAN HEART ASSOCIATION. THE RECOGNITION SIGNIFIES THAT WAKEMED HAS REACHED AN AGGRESSIVE GOAL OF TREATING HEART FAILURE PATIENTS ACCORDING TO THE GUIDELINES OF CARE RECOMMENDED BY THE AMERICAN HEART ASSOCIATION/ AMERICAN COLLEGE OF CARDIOLOGY. IN ADDITION, WAKEMED RALEIGH CAMPUS RECEIVED THE AMERICAN HEART ASSOCIATION'S MISSION: LIFELINE GOLD QUALITY ACHIEVEMENT AWARD STEMI RECEIVING CENTER. THE AWARD RECOGNIZES WAKEMED'S COMMITMENT AND SUCCESS IN IMPLEMENTING THE HIGHEST STANDARD OF CARE FOR HEART ATTACK PATIENTS. HOSPITALS INVOLVED IN MISSION: LIFELINE ARE PART OF A SYSTEM THAT MAKES SURE STEMI PATIENTS GET THE RIGHT CARE THEY NEED, AS QUICKLY AS POSSIBLE. THE AWARD RECOGNIZES WAKEMED'S COMMITMENT AND SUCCESS IN IMPLEMENTING A HIGHER STANDARD OF CARE FOR HEART ATTACK PATIENTS AND SIGNIFIES THAT WAKEMED HAS REACHED AN AGGRESSIVE GOAL OF TREATING THESE PATIENTS TO STANDARD LEVELS OF CARE AS OUTLINED BY THE AMERICAN COLLEGE OF CARDIOLOGY/AMERICAN HEART ASSOCIATION CLINICAL GUIDELINES AND RECOMMENDATIONS. SUPPORTING THESE INITIATIVES, WAKEMED MOBILE CRITICAL CARE SERVICES PROVIDES CRITICAL CARE TRANSPORTATION HELPING PATIENTS WHO NEED IMMEDIATE INTERVENTION OR ACUTE CARE ACCESS THE SERVICES OF THE HEALTH SYSTEM. SERVING THE REGION AND ALL OF NORTH CAROLINA, MOBILE TRANSPORTS APPROXIMATELY 1,300 CRITICALLY ILL PATIENTS EACH MONTH, IT IS THE BUSIEST INTER-FACILITY GROUND TRANSPORT SERVICE IN THE STATE. EACH YEAR, WAKEMED'S HEART CENTER PROVIDES FREE HEALTH SCREENINGS INCLUDING CHOLESTEROL SCREENINGS, BLOOD PRESSURE CHECKS, VASCULAR SCREENINGS AND STROKE ASSESSMENTS THROUGHOUT THE COMMUNITY. THESE SCREENINGS ARE DESIGNED TO BE A SECONDARY PREVENTION ACTIVITY TO DETECT EARLY ONSET OF DISEASE OR ILLNESS. WAKEMED CONDUCTS TRAINING FOR THE PROGRAM CPR ANYTIME AT MULTIPLE LOCATIONS IN WAKE COUNTY, AND PROVIDES CPR ANYTIME KITS THROUGHOUT THE COMMUNITY AT MORE THAN 70 PERCENT DISCOUNTED COST. LAST FISCAL YEAR, 58.9% WERE INSURED UNDER MEDICARE, 7.3% WERE INSURED UNDER MEDICAID, AND 6.1% OF PATIENTS WERE UNINSURED. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 98495712 | Expense |
| Grants | 0 | Grants |
| Revenue | 127996380 | Revenue |
| Description | EMERGENCY SERVICES - ACCESS TO AFFORDABLE CARE CONTINUES TO BE A CRITICAL CHALLENGE FACING WAKE COUNTY'S RESIDENTS. ONE OF THE MANY WAYS WAKEMED HAS IMPROVED ACCESS FOR WAKE COUNTY RESIDENTS IS THROUGH OUR MULTIPLE LOCATIONS AND PHYSICIANS' OFFICES THROUGHOUT THE COMMUNITY. OVER THE PAST COUPLE OF YEARS, WAKEMED HAS OPENED FULL SERVICE, STAND ALONE EMERGENCY DEPARTMENTS, WHICH ARE GEOGRAPHICALLY SPREAD THROUGHOUT THE COUNTY, INCREASING CONVENIENT ACCESS TO EMERGENCY CARE FOR PATIENTS. TODAY, THERE ARE SEVEN EMERGENCY DEPARTMENTS. WAKEMED IS AMONG THE TOP THREE VOLUME PROVIDERS OF EMERGENCY CARE IN NORTH CAROLINA. ITS SIX ADULT EMERGENCY DEPARTMENTS ARE LOCATED THROUGHOUT WAKE COUNTY. OUR CHILDREN'S EMERGENCY DEPARTMENT IN RALEIGH IS THE ONLY CHILDREN'S ED IN THE COUNTY. WAKEMED'S RALEIGH CAMPUS IS ALSO THE HOME TO WAKE COUNTY'S ONLY LEVEL 1 TRAUMA CENTER, THE HIGHEST DESIGNATION AWARDED TO TRAUMA CENTERS IN NORTH CAROLINA. OUR TRAUMA SERVICE INCLUDES A COMPREHENSIVE RESEARCH PROGRAM, INJURY PREVENTION PROGRAMS, FELLOWSHIP TRAINED TRAUMA SURGEONS ON-SITE 24/7, A MULTI-DISCIPLINARY TEAM OF PROFESSIONALS, THE CLINICAL SUPPORT OF SIX ADULT INTENSIVE CARE UNITS AND A PEDIATRIC INTENSIVE CARE UNIT, AS WELL AS A COMPREHENSIVE ACUTE, INPATIENT AND OUTPATIENT PHYSICAL REHABILITATION PROGRAM. WAKEMED'S EMERGENCY AND TRAUMA SERVICES TREAT ALL PATIENTS WHO PRESENT SEEKING MEDICAL CARE REGARDLESS OF THEIR ABILITY TO PAY. IN FY 2013, 17.7% WERE MEDICARE, 22.9% MEDICAID AND 20.4% UNINSURED. OVER 43.3% OF ALL PATIENTS SEEN IN OUR EDS ARE EITHER MEDICAID OR UNINSURED RESULTING IN WAKEMED PROVIDING CARE FOR MORE THAN 80 PERCENT OF THE COUNTY'S UNINSURED AND MEDICAID PATIENTS. ALL OF THE STAND-ALONE LOCATIONS SERVE AREAS WHICH ARE OTHERWISE UNDERSERVED BY DEDICATED MEDICAL SERVICES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 410874204 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 1657008 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 405917217 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 929399533 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | true | FinancialStmtAttached |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 624 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 9351 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHAEL DEVAUGHN CFO | NamePerson |
| Telephone Number | 9193500522 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 NEW BERN AVE | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27610 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Other CompensationOtherCompensation | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM H MCBRIDE | ||||||||||
| CHAIR - BOARD OF DIRECTORS | 3.25 | 0.0 | X | 0 | ||||||
| BRENDA C GIBSON | ||||||||||
| VICE-CHAIR BOARD OF DIRECTORS | 2.5 | 0.0 | X | 0 | ||||||
| JERRY C BERNSTEIN MD | ||||||||||
| SECRETARY - BOARD OF DIRECTORS | 2.5 | 0.0 | X | 0 | ||||||
| RICHARD F BAKER | ||||||||||
| BOARD MEMBER | 2.75 | 0.0 | X | 0 | ||||||
| LARRY D BARBOUR | ||||||||||
| BOARD MEMBER | 2.5 | 0.0 | X | 0 | 0 | |||||
| ROBERT A CERWIN | ||||||||||
| BOARD MEMBER | 2.25 | 0.0 | X | 0 | 0 | |||||
| A BLANTON GODFREY PHD | ||||||||||
| BOARD MEMBER | 2.0 | 0.0 | X | 0 | 0 | |||||
| DAN HUGHES | ||||||||||
| BOARD MEMBER | 1.25 | 0.0 | X | 0 | 0 | |||||
| WILLIAM R MCNEAL | ||||||||||
| BOARD MEMBER | 2.5 | 0.0 | X | 0 | 0 | |||||
| LESLIE MERRITT JR | ||||||||||
| BOARD MEMBER | 2.25 | 0.0 | X | 0 | 0 | |||||
| DON MUNFORD | ||||||||||
| BOARD MEMBER | 1.75 | 0.0 | X | 0 | 0 | |||||
| M JACKSON NICHOLS | ||||||||||
| BOARD MEMBER | 2.5 | 0.0 | X | 0 | 0 | |||||
| CHRISTINA ALVARADO SHANAHAN | ||||||||||
| BOARD MEMBER | 2.5 | 0.0 | X | 0 | 0 | |||||
| LORRAINE M WRIGHT PHD | ||||||||||
| BOARD MEMBER | 2.5 | 0.0 | X | 0 | 0 | |||||
| WILLIAM K ATKINSON PHD | ||||||||||
| CEO | 70.0 | 0.0 | 82501 | 1176987 | X | |||||
| MICHAEL DEVAUGHN | ||||||||||
| CFO, EXECUTIVE VP | 65.0 | 0.0 | 36767 | 595774 | X | |||||
| THOMAS GETTINGER | ||||||||||
| COO, EXECUTIVE VP | 70.0 | 0.0 | 62937 | 586536 | X | |||||
| ROYLYN JOHNSON | ||||||||||
| OFFICER - SECRETARY | 50.0 | 0.0 | 15945 | 108102 | X | |||||
| KATHLEEN K GORMLEY | ||||||||||
| EXECUTIVE VP-OPER & AMBULATORY | 65.0 | 0.0 | 50543 | 632089 | X | |||||
| DAVID COULTER | ||||||||||
| SENIOR VP-ADMINISTRATOR CARY | 65.0 | 0.0 | 48324 | 450127 | X | |||||
| JEANENE R MARTIN | ||||||||||
| SENIOR VP-HUMAN RESOURCES | 65.0 | 0.0 | 42709 | 342404 | X | |||||
| E DENTON ARLEDGE | ||||||||||
| VP & CIO | 60.0 | 0.0 | 47973 | 337918 | X | |||||
| THOMAS CAVENDER | ||||||||||
| VP FACILITIES & CONTRUCTION | 50.0 | 0.0 | 46475 | 303036 | X | |||||
| CAROLYN KNAUP | ||||||||||
| SENIOR VP-AMBULATORY SERVICES | 65.0 | 0.0 | 44090 | 294620 | X | |||||
| BETSY GASKINS-MCCLAINE | ||||||||||
| VP HEART & VASCULAR | 70.0 | 0.0 | 38930 | 275753 | X | |||||
| CYNTHIA ALNESS BOILY | ||||||||||
| SENIOR VP-OPERATIONS & CNO | 60.0 | 0.0 | 34211 | 416168 | X | |||||
| VICKI BLOCK | ||||||||||
| SR VP & ADMINISTRATOR RALEIGH | 54.0 | 0.0 | 22840 | 338061 | X | |||||
| DUDLEY HARRINGTON | ||||||||||
| VP REVENUE CYCLE | 60.0 | 0.0 | 35991 | 329951 | X | |||||
| GEORGIA C SUMIEL | ||||||||||
| VP OPERATIONS | 50.0 | 0.0 | 34895 | 237432 | X | |||||
| GURVINDER S DEOL | ||||||||||
| PHYSICIAN | 65.0 | 0.0 | 77433 | 954274 | X | |||||
| JONATHAN D CHAPPELL | ||||||||||
| PHYSICIAN | 65.0 | 0.0 | 53790 | 776842 | X | |||||
| TIMOTHY E HARRIS | ||||||||||
| PHYSICIAN | 65.0 | 0.0 | 65554 | 733480 | X | |||||
| MARK L WOOD | ||||||||||
| PHYSICIAN | 65.0 | 0.0 | 64402 | 703902 | X | |||||
| BRIAN M GO | ||||||||||
| PHYSICIAN | 70.0 | 0.0 | 60838 | 695100 | X | |||||
| THOMAS FETZER | ||||||||||
| FORMER BOARD MEMBER/CONSULTANT | 0.0 | 0.0 | 0 | 120000 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 10408556 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 967148 | TotalOtherCompensation |
| Number Individuals GT100 K | 558 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| UNIVERSITY OF NC HOSPITALS | |||||
| 211 FRIDAY DR | CHAPEL HILL | NC | 27517 | STAFFING/PHYSICIANS | 12715376 |
| BBH DESIGN PA | |||||
| 8208 BROWNLEIGH DR 200 | RALEIGH | NC | 27617 | DESIGN SERVICES | 7794339 |
| RILEY CONTRACTING GROUP INC | |||||
| PO BOX 4948 | CARY | NC | 27519 | CONSTRUCTION | 6585149 |
| HURON CONSULTING GROUP INC | |||||
| 3005 MOMENTUM PL | CHICAGO | IL | 60689 | CONSULTING | 4819795 |
| NAPOLITANO COMPANY | |||||
| 90 WEST WIEUCA RD 103 | ATLANTA | GA | 30342 | ADVERTISING SVCS | 2947187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 402 | NumberOfContractorsGT100K |
| Related Organizations | 2236 | RelatedOrganizations |
| Government Grants | 4412319 | GovernmentGrants |
| All Other Contributions | 757800 | AllOtherContributions |
| Total Contributions | 5172355 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| PATIENT SERVICES | 621500 | 932473848 | 932473848 | ||
| NON-PATIENT SERVICES | 621500 | 3403587 | 3403587 | ||
| CAFETERIA | 722210 | 4284341 | $4,284,341 | ||
| ALL OTHER PROGRAM SERVICE REVENUE | 900099 | 27006183 | 21088512 | 1153468 | $4,764,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 967167959 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11514535 | TotalRevenueColumn |
| Exclusion | $11,514,535 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 722003 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 60377 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 661626 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 661626 | TotalRevenueColumn |
| Exclusion | $661,626 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 470077978 | Securities |
| Other | 714738 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 467091807 | Securities |
| Other | 361578 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2986171 | Securities |
| Other | 353160 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3339331 | TotalRevenueColumn |
| Exclusion | $3,339,331 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REVENUE FROM JOINT VENTURES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 5292806 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5292806 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5292806 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 993148612 | TotalRevenueColumn |
| Related Or Exempt Function Income | 958855166 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4557055 | UnrelatedBusinessRevenue |
| Exclusion | $24,564,036 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1657008 | Total |
| Program Services | 1657008 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6657244 | Total |
| Program Services | 5325795 | ProgramServices |
| Management And General | 1331449 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 479941352 | Total |
| Program Services | 407950150 | ProgramServices |
| Management And General | 71991202 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23825394 | Total |
| Program Services | 20251585 | ProgramServices |
| Management And General | 3573809 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39629252 | Total |
| Program Services | 33684864 | ProgramServices |
| Management And General | 5944388 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33855617 | Total |
| Program Services | 28777274 | ProgramServices |
| Management And General | 5078343 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126400 | Total |
| Management And General | 126400 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2101725 | Total |
| Program Services | 1975621 | ProgramServices |
| Management And General | 126104 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 266828 | Total |
| Program Services | 244281 | ProgramServices |
| Management And General | 22547 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 700506 | Total |
| Program Services | 658476 | ProgramServices |
| Management And General | 42030 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1089855 | Total |
| Program Services | 1024464 | ProgramServices |
| Management And General | 65391 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79585101 | Total |
| Program Services | 74809995 | ProgramServices |
| Management And General | 4775106 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5800714 | Total |
| Program Services | 5452671 | ProgramServices |
| Management And General | 348043 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36594122 | Total |
| Program Services | 34398475 | ProgramServices |
| Management And General | 2195647 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15928580 | Total |
| Program Services | 14972865 | ProgramServices |
| Management And General | 955715 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21713965 | Total |
| Program Services | 20411127 | ProgramServices |
| Management And General | 1302838 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1128543 | Total |
| Program Services | 1060830 | ProgramServices |
| Management And General | 67713 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1306842 | Total |
| Program Services | 1228431 | ProgramServices |
| Management And General | 78411 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12779861 | Total |
| Program Services | 12779861 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65215349 | Total |
| Program Services | 65215349 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8901854 | Total |
| Program Services | 8367743 | ProgramServices |
| Management And General | 534111 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES | 138702109 | 138702109 | |
| REPAIRS/MAINT | 21097238 | 16877790 | 4219448 |
| MINOR EQ | 2365905 | 2223951 | 141954 |
| MISCELLANEOUS EXPENSES | 33349806 | 31348818 | 2000988 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1034321170 | Total |
| Program Services | 929399533 | ProgramServices |
| Management And General | 104921637 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 384006 | BOY |
| EOY | 49291 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 562996131 | BOY |
| EOY | 499444897 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 584497 | BOY |
| EOY | 208443 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160439800 | BOY |
| EOY | 186847670 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 10328141 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19265050 | BOY |
| EOY | 19389002 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8867737 | BOY |
| EOY | 10112358 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1335660114 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 793352670 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 527372887 | BOY |
| EOY | 542307444 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64405425 | BOY |
| EOY | 45872778 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1416406 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82084148 | BOY |
| EOY | 85056706 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1426399681 | BOY |
| EOY | 1401033136 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152799029 | BOY |
| EOY | 137093507 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1228004 | BOY |
| EOY | 685078 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 430725699 | BOY |
| EOY | 454853773 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57306758 | BOY |
| EOY | 44100726 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 642059490 | BOY |
| EOY | 636733084 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 783811065 | BOY |
| EOY | 763772449 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204142 | BOY |
| EOY | 198371 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 324984 | BOY |
| EOY | 329232 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 784340191 | BOY |
| EOY | 764300052 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1426399681 | BOY |
| EOY | 1401033136 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -41172558 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -1520418 | ReconciliationUnrealizedInvest |
| Reconcilation Invest Expenses | 1089855 | ReconcilationInvestExpenses |
| Reconcilation Prior Adjustment | 14162686 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 7400296 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $700,506 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 700506 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE C, PART II-B, LINE 1 | Identifier |
| Explanation | WAKEMED AND ITS OFFICE OF GOVERNMENT AFFAIRS WORK TO MAINTAIN AND STRENGTHEN EFFECTIVE RELATIONSHIP WITH LEGISLATORS AND POLICY MAKERS ON THE STATE, LOCAL AND NATIONAL LEVELS. THE OBJECTIVE IS TO ENSURE THAT WAKEMED'S POINT OF VIEW IS CONSISTENTLY AND CONTINUALLY HEARD SO THAT LEGISLATION, REGULATIONS AND THE SETTING OF HEALTH POLICY SUPPORT THE ORGANIZATION'S ABILITY TO FULFILL ITS MISSION OF CARE FOR ALL, REGARDLESS OF THE ABILITY TO PAY. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 324984 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 6008 | InvestmentEarningsOrLosses |
| Administrative Expenses | 1760 | AdministrativeExpenses |
| End Of Year Balance | 329232 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 327535 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 5044 | InvestmentEarningsOrLosses |
| Other Expenditures | 6310 | OtherExpenditures |
| Administrative Expenses | 1285 | AdministrativeExpenses |
| End Of Year Balance | 324984 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 322669 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 5980 | InvestmentEarningsOrLosses |
| Administrative Expenses | 1114 | AdministrativeExpenses |
| End Of Year Balance | 327535 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 316547 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 7328 | InvestmentEarningsOrLosses |
| Administrative Expenses | 1206 | AdministrativeExpenses |
| End Of Year Balance | 322669 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 350781 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 9625 | InvestmentEarningsOrLosses |
| Other Expenditures | 42650 | OtherExpenditures |
| Administrative Expenses | 1209 | AdministrativeExpenses |
| End Of Year Balance | 316547 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3889817 | OtherCostOrOtherBasis |
| Book Value | 3889817 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 590360341 | OtherCostOrOtherBasis |
| Depreciation | 230870692 | Depreciation |
| Book Value | 359489649 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20231291 | OtherCostOrOtherBasis |
| Depreciation | 7607421 | Depreciation |
| Book Value | 12623870 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 665950824 | OtherCostOrOtherBasis |
| Depreciation | 539687804 | Depreciation |
| Book Value | 126263020 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 55227841 | OtherCostOrOtherBasis |
| Depreciation | 15186753 | Depreciation |
| Book Value | 40041088 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 542307444 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| RESTRICTED FUNDS | 36297031 |
| DESIGNATED FUNDS | 35872301 |
| OTHER EQUITY INVESTMENT | 10568172 |
| PREPAID PENSION | 2319202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 85056706 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO 3RD PARTIES | $20,877,783 |
| ACCRUED MALPRACTICE | $20,829,275 |
| MISC LEASES-LT | $710,516 |
| SALARIES & WAGES PAYABLE | $937,325 |
| CAPITAL LEASES | $299,983 |
| MISC LIABILITIES | $251,506 |
| DEFERRED LANDLORD INCENTIVE | $194,338 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 44100726 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE D, PART V, LINE 4 | Identifier |
| Explanation | THE ALLEN TRUST ENDOWMENT FUNDS ARE USED TO PROVIDE POOR AND INDIGENT PATIENTS WITH PRIVATE NURSING CARE. WAKEMED DEFINES POOR AND INDIGENT AS THOSE WITH A FINANCIAL CLASS OF SELF-PAY OR MEDICAID. A SITTER CAN BE EITHER IN THE HOSPITAL OR HOME CARE SETTING. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|
| Central America and the Caribbean | Investments | 60000 | |
| Central America and the Caribbean | CAPTIVE INSURANCE | 11865381 | INSURANCE PREMIUMS/EXP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 11925381 | SubtotalAmountSpent |
| Total Amount Spent | 11925381 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
Other Percentage OtherPercentage
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Free Other Percentage | 250. | FreeOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | false | FPGReferenceDiscountedCare |
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | true | ExpensesExceededBudget |
| Unable To Provide Care | false | UnableToProvideCare |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 80695392 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 80695392 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07800 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 149483100 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 123833479 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 25649621 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02480 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2426771 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1920306 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 506465 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00050 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 232605263 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 125753785 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 106851478 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.10330 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 3491384 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 5318 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 3486066 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00340 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 11241947 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 9143385 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2098562 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00200 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 812333 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 812333 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00080 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 15545664 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 9148703 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 6396961 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00620 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 248150927 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 134902488 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 113248439 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.10950 | PercentOfTotalExpense |
Economic Development EconomicDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 256489 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 256489 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 565681 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 565681 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00050 | PercentOfTotalExpense |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 29321 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 29321 | NetCommunityBuildingExpense |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 1347488 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 52000 | DirectOffsettingRevenue |
| Net Community Building Expense | 1295488 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00130 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 2198979 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 52000 | DirectOffsettingRevenue |
| Net Community Building Expense | 2146979 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00200 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $15,401,599 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 232189005 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 250793408 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -18604403 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
Form990 Schedule H Part IV Form990ScheduleHPartIV
Name Of Entity NameOfEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAP CITY SURGERY CTR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Ent Primary Activity | HEALTHCARE | DescriptionEntPrimaryActivity |
| Organization Profit Or Ownership | 0.50000 | OrganizationProfitOrOwnership |
| Physicans Profit Or Ownership | 0.14510 | PhysicansProfitOrOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Hospital Facilities | 2 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (2 entries)
| Facility NumberFacilityNumber | Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Website AddressWebsiteAddress | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Teaching HospitalTeachingHospital | Er24 HoursEr24Hours | Facility Reporting GroupFacilityReportingGroup |
|---|---|---|---|---|---|---|---|---|---|---|
| WAKEMED RALEIGH CAMPUS | ||||||||||
| 1 | 3000 NEW BERN AVENUE | RALEIGH | NC | 27610 | WWW.WAKEMED.ORG | X | X | X | X | A |
| WAKEMED CARY HOSPITAL | ||||||||||
| 2 | 1900 KILDAIRE FARM ROAD | CARY | NC | 27518 | WWW.WAKEMED.ORG | X | X | X | A | |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CHNA Conducted | true | CHNAConducted |
| Community Definition | X | CommunityDefinition |
| Community Demographics | X | CommunityDemographics |
| Existing Resources | X | ExistingResources |
| How Data Obtained | X | HowDataObtained |
| Community Health Needs | X | CommunityHealthNeeds |
| Other Health Issues | X | OtherHealthIssues |
| Identifying Process | X | IdentifyingProcess |
| Consulting Process | X | ConsultingProcess |
| Needs Assessment Conducted | 13 | NeedsAssessmentConducted |
| Take Into Account | true | TakeIntoAccount |
| Other Facilities | true | OtherFacilities |
| CHNA Widely Available | true | CHNAWidelyAvailable |
| Own Website | X | OwnWebsite |
| On Request | X | OnRequest |
| Adopt Implement Strategy | X | AdoptImplementStrategy |
| Execute Implement Strategy | X | ExecuteImplementStrategy |
| Include Operational Plans | X | IncludeOperationalPlans |
| Adopt Budget | X | AdoptBudget |
| Prioritize Health Needs | X | PrioritizeHealthNeeds |
| Prioritize Services | X | PrioritizeServices |
| All Needs Addressed | true | AllNeedsAddressed |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTax |
| Eligibility Criteria Explained | true | EligibilityCriteriaExplained |
| Uses FPG Free | true | UsesFPGFree |
| FPG Free Percent | 250. | FPGFreePercent |
| Uses FPG Discounted | true | UsesFPGDiscounted |
| FPG Discount Percent | 250. | FPGDiscountPercent |
| Explains Basis | true | ExplainsBasis |
| Income Level | X | IncomeLevel |
| Asset Level | X | AssetLevel |
| Medical Indigency | X | MedicalIndigency |
| Insurance Status | X | InsuranceStatus |
| Uninsured Discount | X | UninsuredDiscount |
| Medicaid Medicare | X | MedicaidMedicare |
| State Regulation | X | StateRegulation |
| Explains Application Method | true | ExplainsApplicationMethod |
| Includes Publicity Measures | true | IncludesPublicityMeasures |
| Posted On Website | X | PostedOnWebsite |
| Attached To Invoices | X | AttachedToInvoices |
| Posted In Emergency Room | X | PostedInEmergencyRoom |
| Posted In Admission Office | X | PostedInAdmissionOffice |
| Provided On Admission | X | ProvidedOnAdmission |
| Available On Request | X | AvailableOnRequest |
| Actions On Nonpayment | true | ActionsOnNonpayment |
| Collection Activities | false | CollectionActivities |
| Notify Upon Admission | X | NotifyUponAdmission |
| Notify Before Discharge | X | NotifyBeforeDischarge |
| Notified All Patients | X | NotifiedAllPatients |
| Documented Determination | X | DocumentedDetermination |
| Nondiscrim Emergency Care Policy | true | NondiscrimEmergencyCarePolicy |
| Average Negotiated Rates | X | AverageNegotiatedRates |
| Used Other Method | X | UsedOtherMethod |
| Amounts Generally Billed | false | AmountsGenerallyBilled |
| Gross Charges | false | GrossCharges |
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 21 | NumberOfOtherFacilities |
Other Facilities OtherFacilities (21 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Facility TypeFacilityType |
|---|---|---|---|---|
| WAKEMED NORTH HEALTHPLEX | ||||
| 10000 FALLS THE NEUSE RD | RALEIGH | NC | 27614 | OP/AMBULATORY SURGERY CENTER, EMER. DEPT., LAB., RADIOLOGY PHYS., OCCUP. & SPEECH THERAPY |
| WAKE FACULTY PHYSICIANS LLC | ||||
| 3024 NEW BERN AVENUE | RALEIGH | NC | 27610 | MEDICAL PRACTICE |
| WAKE SPECIALTY PHYSICIANS LLC | ||||
| 3024 NEW BERN AVENUE | RALEIGH | NC | 27610 | MEDICAL PRACTICE |
| WAKEMED REHAB HOSPITAL | ||||
| 3000 NEW BERN AVENUE | RALEIGH | NC | 27610 | PHYSICAL MED & REHAB HOSPITAL, PHYS., SPEECH & OCCUP. THERAPY CARDIAC REHAB, FITNESS CENTER |
| WAKEMED APEX HEALTHPLEX | ||||
| 120 HEALTHPLEX WAY | APEX | NC | 27502 | EMERGENCY DEPARTMENT LABORATORY, RADIOLOGY |
| WAKEMED BRIER CREEK HEALTHPLEX | ||||
| 8001 TW ALEXANDER DRIVE | RALEIGH | NC | 27617 | EMERGENCY DEPARTMENT, LABORATORY, RADIOLOGY |
| WAKE ORTHOPAEDICS LLC | ||||
| 3009 NEW BERN AVENUE | RALEIGH | NC | 27610 | MEDICAL PRACTICE |
| WAKEMED MEDICAL PARK | ||||
| 23 SUNNYBROOK ROAD | RALEIGH | NC | 27610 | LABORATORY, RADIOLOGY |
| WAKEMED GARNER HEALTHPLEX | ||||
| 400 US 70 EAST | GARNER | NC | 27529 | EMERGENCY DEPARTMENT, LABORATORY, RADIOLOGY |
| WAKEMED FUQUAY-VARINA OP & NURSING FAC | ||||
| 400 RANSOM STREET | FUQUAYVARINA | NC | 27526 | SKILLED NURSING FAC., PHYSICAL OCCUPATIONAL & SPEECH THERAPY |
| WAKEMED CLAYTON MEDICAL PARK | ||||
| 555 MEDICAL PARK PLACE | CLAYTON | NC | 27520 | LABORATORY, RADIOLOGY, PHYSICAL, OCCUPATIONAL & SPEECH THERAPY |
| WAKEMED HOME HEALTH | ||||
| 2920 HIGHWOODS BLVD SUITE 200 | RALEIGH | NC | 27604 | HOME HEALTH, HOME IV THERAPY, PHYSICAL, OCCUP&SPEECH THERAPY PICC LINE INSERTION & MAINT. |
| WAKEMED ZEBULON OP & SKILLED NURS FAC | ||||
| 535 W GANNON AVENUE | ZEBULON | NC | 27597 | SKILLED NURSING FAC., PHYSICAL OCCUPATIONAL & SPEECH THERAPY, RADIOLOGY, LABORATORY |
| WAKEMED ALEXANDER YMCA | ||||
| 1603 HILLSBOROUGH STREET | RALEIGH | NC | 27605 | PHYSICAL THERAPY |
| WAKEMED WAKE FOREST RD OP REHAB CENTER | ||||
| 3701 WAKE FOREST ROAD | RALEIGH | NC | 27609 | PHYSICAL, OCCUPATIONAL, SPEECH AND PEDIATRIC SPEECH THERAPY |
| WAKEMED KRAFT FAMILY YMCA | ||||
| 8921 HOLLY SPRINGS ROAD | APEX | NC | 27539 | PHYSICAL & OCCUPATIONAL THERAPY, CARDIAC, REHAB. NUTRITIONAL COUNSELING |
| WAKEMED KERR FAMILY YMCA | ||||
| 2500 WAKEFIELD PINES DRIVE | RALEIGH | NC | 27614 | PHYSICAL THERAPY |
| WAKEMED CARY FAMILY YMCA | ||||
| 101 YMCA DRIVE | CARY | NC | 27513 | PHYSICAL THERAPY |
| WAKEMED BRIER CREEK MEDICAL PARK | ||||
| 10208 CERNY STREET | RALEIGH | NC | 27617 | LABORATORY, RADIOLOGY |
| WAKEMED HOLLY SPRINGS | ||||
| 500 HOLLY SPRINGS ROAD | HOLLY SPRINGS | NC | 27540 | LABORATORY, RADIOLOGY |
| PARTNERS IN PRACTICE LLC | ||||
| 3000 NEW BERN AVENUE | RALEIGH | NC | 27610 | MEDICAL PRACTICE |
Form990 Schedule H Part VI Form990ScheduleHPartVI (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL INFORMATION | SCHEDULE H, PART VI | REQUIRED DESCRIPTIONS: FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFITS AT COST PART I, LINE 7A: CHARITY CARE IS REPORTED AS THE SYSTEM'S CHARITY CARE AT COST, USING A COST TO CHARGE RATIO CALCULATED AS IN WORKSHEET 2. PART I, LINE 7B: MEDICAID COSTS ARE DERIVED FROM OUR COST ACCOUNTING SYSTEM, WHICH ADDRESSES ALL PATIENT SEGMENTS. PART I, LINE 7C: COSTS OF OTHER GOVERNMENT PROGRAMS ARE DERIVED FROM OUR COST ACCOUNTING SYSTEM, WHICH ADDRESSES ALL PATIENT SEGMENTS. PART I, LINE 7F: PER MEDICARE COST REPORT. COMMUNITY BUILDING ACTIVITIES PART II WAKEMED IS ACTIVELY INVOLVED IN NOT ONLY IMPROVING THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE, BUT IS ALSO SUPPORTIVE OF COMMUNITY BUILDING ACTIVITIES. WAKEMED HAS BEGUN EFFORTS TO IMPROVE THE NEIGHBORHOOD AROUND THE HOSPITAL AND ENCOURAGE REDEVELOPMENT AND PHYSICAL IMPROVEMENTS. A COALITION OF LOCAL BUSINESS AND COMMUNITY LEADERS ARE WORKING TO REDUCE CRIME, BEAUTIFY THE AREA, ATTRACT RETAIL BUSINESSES AND RESTAURANTS, AND FOSTER NEW MEDICAL DEVELOPMENT AROUND THE MAIN HOSPITAL CAMPUS IN DOWNTOWN RALEIGH, WHICH IS AN ECONOMICALLY DEPRESSED AREA. WE HAVE ALSO INVESTED IN THE WAKE TECHNICAL COMMUNITY COLLEGE FACILITY GROWTH WHICH IS VITAL TO EDUCATING FUTURE NURSES, RADIOLOGY TECHS, EMERGENCY RESPONSE PERSONNEL AND OTHERS. OUR WORKFORCE DEVELOPMENT PROGRAM WORKS WITH YOUTH, HEALTH SCIENCE STUDENTS AND THOSE IN A VARIETY OF HEALTH PROFESSIONS PROGRAMS WITH MENTORING, RESIDENCIES, CLINICAL ROTATIONS, AND EDUCATION ALL WITH THE PURPOSE OF PREPARING FOR THE WORKFORCE OF TOMORROW. WE PARTNER WITH NUMEROUS COLLEGES, COMMUNITY COLLEGES AND HIGH SCHOOLS THROUGHOUT THE REGION AND OUR CAMPUS IS HOME TO THE WAKE EARLY COLLEGE HIGH SCHOOL. WAKEMED IS ALSO HOME TO WAKE AREA HEALTH EDUCATION CENTER, A PROGRAM OF THE UNIVERSITY OF NORTH CAROLINA WHICH PROVIDES ACCREDITED EDUCATION PROGRAMS TO NURSES, ALLIED HEALTH PROFESSIONALS AND PHYSICIANS THROUGHOUT THE REGION. WAKEMED ALSO WORKS CLOSELY WITH THE INVESTMENT OF CASH AND EXPERTISE FOR THE EIGHT MUNICIPALITIES IN OUR COUNTY AND THE WAKE COUNTY ECONOMIC DEVELOPMENT COUNCIL TO ATTRACT NEW JOBS AND GROW INDUSTRY AND BUSINESS. A HEALTHY ECONOMY ULTIMATELY LEADS TO THE HEALTHIER COMMUNITY. OUR COMMUNITY HEALTH IMPROVEMENT ACTIVITIES ARE NUMEROUS AND INCLUDE BEING THE LEAD AGENCY FOR SAFEKIDS, ADVOCATES FOR HEALTH IN ACTION, ENERGIZE, ASTHMA COALITION, ACTION FOR CHILDREN, CAPITAL CARE COLLABORATIVE AND MORE. EACH IS WORKING TO SUPPORT PROGRAMS AND POLICIES THAT IMPROVE PUBLIC HEALTH AND ACCESS TO HEALTH CARE. THE OVERALL GOAL IS TO MAKE OUR COMMUNITY A HEALTHIER PLACE TO LIVE AND WORK. BAD DEBT EXPENSE PART III, LINE 2 THE AMOUNT REPORTED IN PART III, LINE 2 IS THE SYSTEM BAD DEBT AT COST. CHARITY AND BAD DEBT ACCOUNTS ARE RECORDED AT CURRENT ACCOUNT BALANCE LEVELS. THE BALANCE MAY BE NET OF CONTRACTUAL ALLOWANCES AND/OR PAYMENTS RECEIVED. FOR EXAMPLE, BAD DEBT OR CHARITY RESULTING FROM AN UNPAID PATIENT LIABILITY AFTER INSURANCE IS RECORDED AT THE AMOUNT UNPAID BY THE PATIENT. BAD DEBT EXPENSE FOOTNOTE IN THE AFS PART III, LINE 4 THE TEXT OF THE FOOTNOTE TO WAKEMED'S FINANCIAL STATEMENTS REGARDING BAD DEBT EXPENSE IS AS FOLLOWS: "WAKEMED HAS PRESENTED ITS PROVISION FOR UNCOLLECTIBLE ACCOUNTS AS A DIRECT REDUCTION OF PATIENT SERVICE REVENUE IN ACCORDANCE WITH THE AICPA AUDIT GUIDE FOR HEALTH CARE ORGANIZATIONS. BASED ON THE MOST RECENT UPDATE OF THE AUDIT GUIDE'S INTERPRETATION OF THE REQUIREMENTS OF GASB STATEMENT NO. 34, GOVERNMENTAL HEALTH CARE ORGANIZATIONS ARE REQUIRED TO PRESENT UNCOLLECTIBLE ACCOUNTS AS A COMPONENT OF NET PATIENT SERVICE REVENUE RATHER THAN WITHIN OPERATING EXPENSES." MEDICARE SHORTFALL AS COMMUNITY BENEFIT PART III, LINE 8 THE MEDICARE ALLOWABLE COSTS WERE DETERMINED FROM THE MEDICARE COST REPORT, AS SPECIFIED IN THE PROVIDER REIMBURSEMENT MANUAL. WAKEMED BELIEVES THAT ALL OF THE $18,604,403 MEDICARE SHORTFALL SHOULD BE CONSIDERED AS COMMUNITY BENEFIT. THE IRS COMMUNITY BENEFIT STANDARD INCLUDES THE PROVISION OF CARE TO THE ELDERLY AND MEDICARE PATIENTS. MEDICARE SHORTFALLS MUST BE ABSORBED BY THE WAKEMED HOSPITALS IN ORDER TO CONTINUE TREATING THE ELDERLY IN OUR COMMUNITY. THIS YEAR, MEDICARE ACCOUNTED FOR 40% OF HOSPITAL REVENUES. THE HOSPITAL PROVIDES CARE REGARDLESS OF THIS SHORTFALL AND THEREBY RELIEVES THE FEDERAL GOVERNMENT OF THE BURDEN OF PAYING THE FULL COST FOR MEDICARE BENEFICIARIES. IF THE WAKEMED MEDICARE SHORTFALL WERE TREATED AS A COMMUNITY BENEFIT, THE PERCENT OF TOTAL EXPENSES ATTRIBUTABLE TO COMMUNITY BENEFIT WOULD INCREASE FROM 10.95% TO 12.75%. COLLECTION PRACTICES PART III, LINE 9B WAKEMED PROVIDES MANY OPPORTUNITIES TO EDUCATE PATIENTS ON OUR FINANCIAL ASSISTANCE PROGRAM PRIOR TO DISCHARGE AND AGAIN ONCE THE FIRST BILL IS RECEIVED. IN ORDER TO MAKE SURE WE REACH OUT TO OUR PATIENTS, WE SEND MULTIPLE STATEMENTS. EACH STATEMENT REFERENCES THE FINANCIAL ASSISTANCE PROGRAM. PATIENTS ARE SCREENED FOR FINANCIAL ASSISTANCE AND ARE GIVEN OPPORTUNITIES TO APPLY. IF A PATIENT CHOOSES NOT TO APPLY, OR DOES NOT QUALIFY, THEY ARE GIVEN THE OPPORTUNITY FOR OTHER PAYMENT ARRANGEMENTS. AT ANY POINT, IF THE PATIENT DID NOT APPLY AND ENDED UP IN COLLECTIONS DUE TO NON-COMMUNICATION, HOWEVER, EVENTUALLY EXPRESSED INTEREST IN FINANCIAL ASSISTANCE, A FORM IS SUPPLIED. THE PATIENT AT THAT POINT DOES HAVE THE OPPORTUNITY TO APPLY AND ALL COLLECTIONS WOULD CEASE. THIS IS COMPLETED AT THE POINT IN WHICH THE APPLICATION IS RECEIVED, EVEN IF NOT ALL ADDITIONAL DOCUMENTATION IS PROVIDED. COMMUNITY REPRESENTATIVES PART V, SECTION B, LINE 3 AS INDICATED IN THE EXECUTIVE SUMMARY AND CHAPTER 1 OF THE CHNA REPORT WHICH IS ATTACHED, WAKEMED PARTNERED WITH OVER 60 AGENCY AND COMMUNITY PARTNERS IN WAKE COUNTY TO CONDUCT THE COLLABORATIVE COMMUNITY HEALTH NEEDS ASSESSMENT BETWEEN JANUARY AND JUNE OF 2013. THE PURPOSE OF THE PROJECT WAS TO IDENTIFY HEALTH STATUS, CONCERNS AND RESOURCES IN WAKE COUNTY, REPORT FINDINGS, WORK WITH COMMUNITY DETERMINE PRIORITY ISSUES TO BE ADDRESSED AND DEVELOP A COMMUNITY BASED ACTION PLAN TO ADDRESS IDENTIFIED CONCERNS. IN ADDITION TO THE INVOLVEMENT OF THE 60 ORGANIZATIONS REPRESENTED IN THE CHNA PLANNING AND IMPLEMENTATION AN ADDITIONAL 452 COMMUNITY MEMBERS WERE ENGAGED IN THE PROCESS. THE COMMUNITY HEALTH OPINION SURVEY WAS COMPLETED BY 281 INDIVIDUALS VIA DOOR TO DOOR SURVEY COLLECTION IN 40 CENSUS BLOCKS WITHIN EACH OF THE EIGHT WAKE COUNTY HEALTH SERVICE ZONES; 76 PEOPLE PARTICIPATED IN FOCUS GROUPS AND AN ADDITIONAL 95 ATTENDED COMMUNITY FORUMS. NINE FOCUS GROUPS WERE HELD WITH SENIORS, YOUTH, HOMELESS, HISPANIC/LATINOS, SERVICE PROVIDERS IN WAKE COUNTY AS WELL AS PERSONS LIVING WITH MENTAL HEALTH OR SUBSTANCE ABUSE, AND DEVELOPMENTAL DISABILITIES, THOSE LIVING WITH CHRONIC HEALTH CONDITIONS, AND THOSE LIVING WITH PHYSICAL DISABILITIES. FIVE COMMUNITY FORUMS WERE HELD THROUGHOUT WAKE COUNTY WHERE RESIDENTS WERE INVITED TO HEAR THE MAIN FINDINGS OF THE ASSESSMENT AND WERE ASKED TO HELP PRIORITIZE THE AREAS OF FOCUS FOR THE NEXT THREE YEARS. EACH OF THESE PROCESSES SOUGHT TO INCLUDE A BROAD CROSS SECTION OF THE COMMUNITIES SERVED BY WAKEMED. CHNA CONDUCTED WITH OTHER HOSPITALS PART V, SECTION B, LINE 4 WAKE HUMAN SERVICES, DUKE HEALTH RALEIGH, REX HEALTHCARE, WAKE HEALTH SERVICES AND WAKEMED WERE UNDER THE SAME COMMUNITY HEALTH BENEFIT ANALYSIS. CHNA REPORT ON THE HOSPITAL'S WEBSITE PART V, SECTION B, LINE 5A THE CHNA CAN BE VIEWED AT THE FOLLOWING WEB LINK: HTTP://WWW.WAKEMED.ORG/VIDEOS/ABOUT US/2013 WAKE CHNA FULL REPORT FINAL.PDF DID THE HOSPITAL ADDRESS ALL NEEDS IDENTIFIED IN CHNA PART V, SECTION B, LINE 7 OUR CHNA PRIORITIZATION PROCESS RESULTED IN NINE KEY AREAS OF FOCUS, SOME OF WHICH APPLY MORE TO HOSPITALS THAN OTHERS. ALTHOUGH ACTIVITIES OF THE TWO FACILITIES ARE HELPING TO ADDRESS ALL OF THE CATEGORIES, SOMETIMES THE EFFECT IS INDIRECT. THE NINE FOCUS AREAS IN THE ORDER THAT THEY HAVE BEEN PRIORITIZED ARE AS FOLLOWS: 1. POVERTY AND UNEMPLOYMENT - LEVEL 3 2. HEALTH CARE ACCESS AND UTILIZATION - LEVEL 1 3. MENTAL HEALTH AND SUBSTANCE ABUSE - LEVEL 2 4. NUTRITION, PHYSICAL ACTIVITY AND OBESITY PREVENTION - LEVEL 1 5. EDUCATION AND LIFELONG LEARNING - LEVEL 1 & 2 6. POPULATION GROWTH - LEVEL 3 7. DISABILITY AND CARE-GIVING - LEVEL 3 8. RISKY YOUTH BEHAVIOR - LEVEL 2 9. HOUSING AND HOMELESSNESS - LEVEL 3 THOSE ISSUES IDENTIFIED AS LEVEL 3 FALL OUTSIDE OF WAKEMED'S ABILITY TO CHANGE. WE CAN AND CONTINUE TO WORK COLLABORATIVELY WITH OTHER ORGANIZATIONS AND COMMUNITY LEADERS TO HELP IDENTIFY AND IMPLEMENT SOLUTIONS FOR EACH OF THESE AREAS OF FOCUS. WAKEMED'S IMPLEMENTATION PLAN ADDRESSES EACH PRIORITY AREA. FOR EACH PRIORITY AREA AND FOR SOME SUBCATEGORIES, TIERED CATEGORIES DESIGNATE THE RELATIONSHIP BETWEEN THE PRIORITY AND WAKEMED'S MISSION. GIVEN THAT WAKEMED'S ASSESSMENT WAS CONDUCTED BY A BROAD SPECTRUM OF PUBLIC HEALTH ORGANIZATIONS IN THE COMMUNITY, SOME OF THE PRIORITY AREAS ARE BEYOND THE SCOPE OF WAKEMED'S MISSION. THE TIERS ARE AS FOLLOWS AND HELP DEFINE THE LEVEL OF RESOURCES WAKEMED |
| STATE FILING OF COMMUNITY BENEFIT REPORT | WAKEMED PUBLISHES A COMMUNITY BENEFIT REPORT EACH YEAR, WHICH HIGHLIGHTS THE FINANCIAL IMPACT ON THE COMMUNITY. IT IS AVAILABLE IN PRINT FORM AS WELL AS ON THE WAKEMED WEB SITE. WAKEMED ALSO VOLUNTARILY FILES A SIMILAR COMMUNITY BENEFIT REPORT WITH THE NORTH CAROLINA HOSPITAL ASSOCIATION. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (18 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||||
| 4217 PARK PL CT | GLEN ALLEN | VA | 23060 | 135613797 | 501(C)(3) | 14440 | GENERAL SUPPORT | |||
| AMERICAN RED CROSS | ||||||||||
| 100 N PEACHTREE LN | RALEIGH | NC | 27610 | 560547501 | 501(C)(3) | 10000 | GENERAL SUPPORT | |||
| CAPITAL AREA SOCCER LEAGUE | ||||||||||
| 3300 WOMANS CLUB DR | RALEIGH | NC | 27612 | 237441292 | 501(C)(3) | 7500 | GENERAL SUPPORT | |||
| CRABTREE ROTARY FOUNDATION | ||||||||||
| PO BOX 30481 | RALEIGH | NC | 27622 | 260230014 | 501(C)(3) | 10000 | GENERAL SUPPORT | |||
| FOUNDATION OF HOPE | ||||||||||
| 9401 GLENWOOD AVE | RALEIGH | NC | 27617 | 566246626 | 501(C)(3) | 10000 | GENERAL SUPPORT | |||
| INTERACT | ||||||||||
| 1012 OBERLIN RD 100 | RALEIGH | NC | 27605 | 581320613 | 501(C)(3) | 107500 | MEDICAL CARE | |||
| KOMAN NC TRIANGLE AFFILIATE | ||||||||||
| 133 FAYETTEVILLE ST | RALEIGH | NC | 27601 | 752845066 | 501(C)(3) | 20000 | GENERAL SUPPORT | |||
| MARBLES KIDS MUSEUM | ||||||||||
| 201 E HARGETT ST | RALEIGH | NC | 27601 | 581647538 | 501(C)(3) | 32750 | GENERAL SUPPORT | |||
| NC MUSEUM OF ART | ||||||||||
| 2110 BLUE RIDGE RD | RALEIGH | NC | 27607 | 237071511 | 501(C)(3) | 10000 | GENERAL SUPPORT | |||
| BOY SCOUTS-OCCONEECHEE CNCL | ||||||||||
| 3231 ATLANTIC AVE | RALEIGH | NC | 27629 | 560529984 | 501(C)(3) | 7500 | GENERAL SUPPORT | |||
| RALEIGH POLICE MEMORIAL FDN | ||||||||||
| PO BOX 27731 | RALEIGH | NC | 27611 | 270326382 | 501(C)(3) | 50000 | GENERAL SUPPORT | |||
| READ & FEED | ||||||||||
| 5448 APEX PEAKWAY | APEX | NC | 27502 | 203246207 | 501(C)(3) | 10000 | GENERAL SUPPORT | |||
| WAKE COUNTY MEDICAL SOCIETY | ||||||||||
| 220 HORIZON DR | RALEIGH | NC | 27615 | 562205175 | 501(C)(3) | 183750 | MEDICAL CARE | |||
| WAKE EARLY COLLEGE | ||||||||||
| 2901 HOLSTON LN | RALEIGH | NC | 27610 | GOV'T | 7054 | GENERAL SUPPORT | ||||
| WAKE TECH COLLEGE FOUNDATION | ||||||||||
| 9101 FAYETTEVILLE RD | RALEIGH | NC | 27603 | 237017752 | 501(C)(3) | 101000 | GENERAL SUPPORT | |||
| INTERFAITH FOOD SHUTTLE | ||||||||||
| 1001 BLAIR DR | RALEIGH | NC | 27620 | 561753180 | 501(C)(3) | 5000 | GENERAL SUPPORT | 11611 | FMV | FOOD |
| WAKE COUNTY HUMAN SERVICES | ||||||||||
| PO BOX 46833 | RALEIGH | NC | 27620 | 566000376 | GOV'T | 409884 | GENERAL SUPPORT | |||
| ALLIANCE MEDICAL MINISTRY | ||||||||||
| DONALD DR | RALEIGH | NC | 27610 | 562168673 | 501(C)(3) | 377125 | MEDICAL CARE | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 16 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE I, PART I, LINE 2 | Identifier |
| Explanation | ALL GRANT/FUNDING REQUESTS MUST BE MADE IN WRITING, AND FREQUENTLY MEETINGS ARE HELD WITH REQUESTING ORGANIZATIONS TO ENSURE THE REQUESTS ARE IN ACCORDANCE WITH OUR GOALS AND GUIDELINES RELATED TO DONATIONS AND SPONSORSHIPS. ALL DONATIONS ARE COORDINATED THROUGH ONE DEPARTMENT AND ARE TRACKED AND LOGGED ON A SPREADSHEET WITH A QUICK REFERENCE TO THE REASON FOR THE GIFT. WAKEMED ALSO KEEPS A FILE ON EACH ORGANIZATION AND ALL ASSOCIATED PAPERWORK. IN MOST CASES, WAKEMED ALSO TRACKS HOW THE GIFT IS USED, OUTCOMES, AND BENEFITS TO THE COMMUNITY. IN THE CASE OF LARGE GRANTS, THE ORGANIZATION IS ALSO ASKED FOR A REPORT OF THE RESULTS AND THE IMPACT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (20 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM K ATKINSON PHD | |||||||||||
| CEO | 804417 | 363202 | 9368 | 62090 | 0 | 20411 | 0 | 1259488 | 0 | 0 | 0 |
| MICHAEL DEVAUGHN | |||||||||||
| CFO, EXECUTIVE VP | 418664 | 160108 | 17002 | 29730 | 0 | 7037 | 0 | 632541 | 0 | 0 | 0 |
| THOMAS GETTINGER | |||||||||||
| COO, EXECUTIVE VP | 426593 | 143074 | 16869 | 41300 | 0 | 21637 | 0 | 649473 | 0 | 0 | 0 |
| KATHLEEN K GORMLEY | |||||||||||
| EXECUTIVE VP-OPER & AMBULATORY | 444439 | 169445 | 18205 | 39641 | 0 | 10902 | 0 | 682632 | 0 | 0 | 0 |
| DAVID COULTER | |||||||||||
| SENIOR VP-ADMINISTRATOR CARY | 358618 | 73681 | 17828 | 33725 | 0 | 14599 | 0 | 498451 | 0 | 0 | 0 |
| JEANENE R MARTIN | |||||||||||
| SENIOR VP-HUMAN RESOURCES | 263429 | 63273 | 15702 | 28269 | 0 | 14440 | 0 | 385113 | 0 | 0 | 0 |
| E DENTON ARLEDGE | |||||||||||
| VP & CIO | 281017 | 52569 | 4332 | 27735 | 0 | 20238 | 0 | 385891 | 0 | 0 | 0 |
| THOMAS CAVENDER | |||||||||||
| VP FACILITIES & CONTRUCTION | 241436 | 44185 | 17415 | 26365 | 0 | 20110 | 0 | 349511 | 0 | 0 | 0 |
| CAROLYN KNAUP | |||||||||||
| SENIOR VP-AMBULATORY SERVICES | 238846 | 40327 | 15447 | 24879 | 0 | 19211 | 0 | 338710 | 0 | 0 | 0 |
| BETSY GASKINS-MCCLAINE | |||||||||||
| VP HEART & VASCULAR | 237657 | 37563 | 533 | 25301 | 0 | 13629 | 0 | 314683 | 0 | 0 | 0 |
| CYNTHIA ALNESS BOILY | |||||||||||
| SENIOR VP-OPERATIONS & CNO | 297814 | 75557 | 42797 | 15000 | 0 | 19211 | 0 | 450379 | 0 | 0 | 0 |
| VICKI BLOCK | |||||||||||
| SR VP & ADMINISTRATOR RALEIGH | 268308 | 54263 | 15490 | 15000 | 0 | 7840 | 0 | 360901 | 0 | 0 | 0 |
| DUDLEY HARRINGTON | |||||||||||
| VP REVENUE CYCLE | 266041 | 52448 | 11462 | 15000 | 0 | 20991 | 0 | 365942 | 0 | 0 | 0 |
| GEORGIA C SUMIEL | |||||||||||
| VP OPERATIONS | 202614 | 34162 | 656 | 23380 | 0 | 11515 | 0 | 272327 | 0 | 0 | 0 |
| GURVINDER S DEOL | |||||||||||
| PHYSICIAN | 462270 | 490791 | 1213 | 55564 | 0 | 21869 | 0 | 1031707 | 0 | 0 | 0 |
| JONATHAN D CHAPPELL | |||||||||||
| PHYSICIAN | 518928 | 257469 | 445 | 46791 | 0 | 6999 | 0 | 830632 | 0 | 0 | 0 |
| TIMOTHY E HARRIS | |||||||||||
| PHYSICIAN | 588129 | 144696 | 655 | 46170 | 0 | 19384 | 0 | 799034 | 0 | 0 | 0 |
| MARK L WOOD | |||||||||||
| PHYSICIAN | 609890 | 92635 | 1377 | 44033 | 0 | 20369 | 0 | 768304 | 0 | 0 | 0 |
| BRIAN M GO | |||||||||||
| PHYSICIAN | 410719 | 282689 | 1692 | 43713 | 0 | 17125 | 0 | 755938 | 0 | 0 | 0 |
| THOMAS FETZER | |||||||||||
| FORMER BOARD MEMBER/CONSULTANT | 0 | 0 | 120000 | 0 | 0 | 0 | 0 | 120000 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE J, PART I, LINE 1A | TAX INDEMNIFICATION, GROSS-UP AND HOUSING ARE PAID TO SOME KEY EMPLOYEES. THEY ARE INCLUDED IN TAXABLE COMPENSATION. SCHEDULE J, PART I, LINE 2B CEO BENEFITS REQUIRING GROSS UP ARE COVERED BY HIS EMPLOYMENT AGREEMENT; AND ADDITIONAL ONES ARE APPROVED BY THE BOARD OF DIRECTORS. SCHEDULE J, PART I, LINE 4B WAKEMED MADE 457F CONTRIBUTIONS DURING THE FISCAL YEAR ENDING 9/30/2013 FOR THE FOLLOWING INDIVIDUALS: WILLIAM K. ATKINSON $46,172, KATHLEEN GORMLEY $23,759, THOMAS GETTINGER $25,787, MICHAEL DEVAUGHN $21,797, DAVID COULTER $17,702, JEANENE MARTIN $13,010, E. DENTON ARLEDGE $12,148, THOMAS CAVENDER $11,143, CAROLYN KNAUP $9,686, BETSY GASKINS-MCCLAINE $10,308, GEORGIA SUMIEL $8,745, GURVINDER DEOL $38,565, JONATHAN CHAPPELL $31,106, TIMOTHY HARRIS $29,620, MARK WOOD $28,484, BRIAN GO $28,124. |
| SCHEDULE J, PART I, LINE 7 | THE ORGANIZATION HAS INCENTIVE BASED PROGRAMS THAT ARE DRIVEN BY ACCOMPLISHING TARGETS ASSOCIATED WITH QUALITY OF CARE FOR DISCHARGE INSTRUCTIONS, PATIENT SATISFACTION AND MINIMUM OPERATING MARGIN. WE ALSO HAVE IMPLEMENTED A DEFERRED COMPENSATION PLAN FOR PHYSICIANS AND EXECUTIVES WHICH ARE BASED ON WHETHER CERTAIN FISCAL AND PERSONAL PERFORMANCE GOALS ARE MET. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| NORTH CAROLINA MEDICAL CARE COMMISSION | ||||||||
| A | 521309402 | 65821DCS8 | 2009-02-26 | 75000000 | SEE PART VI | false | false | false |
| NORTH CAROLINA MEDICAL CARE COMMISSION | ||||||||
| B | 521309402 | 65821DCW9 | 2009-07-16 | 81780000 | SEE PART VI | false | false | false |
| NORTH CAROLINA MEDICAL CARE COMMISSION | ||||||||
| C | 521309402 | 65821DLY6 | 2012-07-11 | 315717962 | SEE PART VI | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 75249667 | 0 | 0 | 0 | 835544 | 37919 | 0 | 74376204 | 0 | 0 | 2010 | false | false | true | true |
| B | 11015000 | 0 | 81780000 | 0 | 0 | 0 | 817125 | 41347 | 0 | 0 | 80921528 | 0 | 2012 | true | false | true | true |
| C | 5635000 | 0 | 315718131 | 0 | 0 | 172556427 | 2994195 | 0 | 0 | 0 | 140167509 | 0 | 2012 | true | true | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | true | true | false | 0 | false | false | false | true |
| B | false | false | false | false | 0 | false | false | false | true | |
| C | false | true | true | true | false | 0 | false | false | false | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | true | true | false | false | 0 | false | true |
| 0 | ||||||||||
| B | false | false | false | true | true | false | false | 0 | false | true |
| 0 | ||||||||||
| C | false | false | false | true | false | false | false | 0 | false | true |
Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | true |
| B | true |
| C | true |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PURPOSE-FINANCING | Identifier |
| Return Reference | SCHEDULE K, PART I, A | ReturnReference |
| Explanation | (A) COSTS OF CONSTRUCTION, RENOVATING AND EQUIPPING CERTAIN HOSPITAL FACILITIES, INCLUDING WAKEMED CARY 2 STORY VERTICAL EXPANSION, 10 BED LABOR AND DELIVERY UNIT EXPANSION AND PARKING DECK; WAKEMED RALEIGH 4-STORY PATIENT TOWER, PARKING DECK FOR VISITORS AND PATIENTS, EMPLOYEE PARKING DECK, PORTIONS OF REHABILITATION HOSPITAL FOR INPATIENT BEDS, THE FIRST FLOOR OF MAIN HOSPITAL FOR 25 OBSERVATION BED UNIT AND RELATED AND OTHER EQUIPMENT; (B) INITIAL COSTS FOR A CREDIT FACILITY FOR THE BONDS; AND (C) ISSUANCE COSTS. PURPOSE-FINANCING SCHEDULE K, PART I, B (A) COSTS OF CURRENTLY REFUNDING ALL OUTSTANDING SERIES 1997 BONDS ISSUED ON APRIL 1, 1997. THE SERIES 1997 BONDS WERE ISSUED TO REFUND ALL OF SERIES 1993 AND 1988 BONDS WHICH WERE ISSUED TO FINANCE COSTS OF CONSTRUCTING, EXPANDING, RENOVATING AND EQUIPPING CERTAIN HOSPITAL FACILITIES, INCLUDING CONSTRUCTION OF WAKEMED CARY HOSPITAL, TWO-STORY ADDITION TO THE WAKEMED MAIN CAMPUS, 45 BED REHABILITATION HOSPITAL AND RELATED AND OTHER EQUIPMENT; AND (B) ISSUANCE COSTS. PURPOSE SCHEDULE K, PART I, C THE SERIES 2012A BONDS WERE ISSUED TO REFUND ALL OF SERIES 2001 AND THE 2009A BONDS AND PAY CERTAIN EXPENSES INCURRED IN THE CONNECTION WITH THE ISSUANCE AND SALE OF THE 2012A BONDS. THE PROCEEDS OF THE REFUNDED 2001 BONDS AND THE REFUNDED 2009A BONDS WERE USED TO FINANCE THE COSTS OF VARIOUS IMPROVEMENTS TO THE CORPORATION'S HEALTH CARE FACILITIES. TOTAL PROCEEDS OF ISSUE SCHEDULE K, PART II, LINE 3, COLUMNS A, B & C TOTAL PROCEEDS INCLUDE INVESTMENT EARNINGS. ISSUANCE COST FROM PROCEEDS SCHEDULE K, PART II, LINE 7, COLUMNS A, B & C THE AMOUNTS REPORTED ON FORM 8038 AS PROCEEDS USED FOR BOND ISSUANCE COSTS WERE ESTIMATES. THE AMOUNTS REPORTED ON SCHEDULE K REPRESENT THE ACTUAL USE OF PROCEEDS. SCHEDULE K CREDIT ENHANCEMENT REPORTED WAS FROM THE INITIAL LETTER OF CREDIT FEE PAID FROM BOND PROCEEDS. THIS AMOUNT WAS UNKNOWN AT THE TIME OF FORM 8038 PREPARATION. CAPITAL EXPENDITURES FROM PROCEEDS SCHEDULE K, PART II, LINE 10, COLUMN A BOND SERIES 2009B GENERATED $249,667 IN INTEREST. DATE THE REBATE COMPUTATION WAS PERFORMED SCHEDULE K, PART IV, LINE 2, COLUMN C LAST ARBITRAGE REBATE CALCULATION PERFORMED ON 10/01/2010. THE NEXT SCHEDULED CALCULATION DATES ARE: 10/01/2014 FOR A, 10/01/2014 FOR B AND 10/01/2017 FOR C. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THOMAS FETZER | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | FORMER BOARD MEMBER | Relationship |
| Amount Of Transaction | 120000 | AmountOfTransaction |
| Description Of Transaction | CONSULTING SERVICES | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD OF APPROVING PAYMENT TO FORMER BOARD MEMBER | Identifier |
| Return Reference | SCHEDULE L, PART IV, LINE 1 | ReturnReference |
| Explanation | THOMAS FETZER, A FORMER BOARD MEMBER OF WAKEMED, INC., IS THE OWNER OF FETZER STRATEGIC PARTNERS, A COMPANY THAT PROVIDES CONSULTING SERVICES TO WAKEMED, INC. THE $10,000 MONTHLY FEE REPRESENTS THE COMPANY'S BASIC, STANDARD FEE THAT IS CHARGED TO ALL CLIENTS FOR REPRESENTING THEIR INTERESTS BEFORE THE NORTH CAROLINA GENERAL ASSEMBLY. THIS FEE HAS REMAINED UNCHANGED OVER THE PAST THREE AND A HALF YEARS. PRIOR TO ENTERING INTO THIS ANNUAL CONTRACT, THE CEO OF WAKEMED REVIEWS THE TERMS OF THE CONTRACT TO ENSURE THAT WAKEMED IS ENTERING INTO THE CONTRACT AT ARM'S LENGTH AND PAYING FAIR MARKET VALUE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DBA'S FOR WAKEMED | FORM 990, HEADER C, DBA | 1) WAKE MEDICAL CENTER 2) WESTERN WAKE HOSPITAL 3) NORTHERN WAKE HOSPITAL 4) WAKE HEART CENTER 5) WESTERN WAKE MEDICAL CENTER 6) WAKE REHABILITATION HOSPITAL 7) WAKE AREA HEALTH EDUCATION CENTER 8) WAKE AHEC 9) EASTERN WAKE DAY HOSPITAL AND SKILLED NURSING FACILITY 10) WAKEMED HOME CARE 11) WAKEMED - NEW BERN AVENUE CAMPUS 12) WAKEMED -WESTERN WAKE MEDICAL CENTER 13) WAKEMED - REHAB 14) WAKEMED - FUQUAY-VARINA 15) WAKEMED - ZEBULON-WENDELL 16) WAKEMED RALEIGH CAMPUS 17) WAKEMED CARY HOSPITAL 18) WAKEMED NORTH HEALTHPLEX 19) WAKEMED CLAYTON MEDICAL PARK 20) WAKEMED CARY OUTPATIENT REHAB CENTER 21) WAKEMED FUQUAY-VARINA OUTPATIENT & SKILLED NURSING FACILITY 22) WAKEMED ZEBULON/WENDELL OUTPATIENT & SKILLED NURSING FACILITY 23) WAKEMED WAKE FOREST ROAD OUTPATIENT REHAB CENTER 24) WAKEMED HOME HEALTH 25) WAKEMED HEALTH & HOSPITALS 26) WAKEMED EMERGENCY SERVICES INSTITUTE 27) WAKEMED CENTER FOR PATIENT SAFETY 28) WAKEMED APEX HEALTHPLEX 29) WAKEMED APEX DAY SURGERY CENTER, LLC 30) WAKEMED PROFESSIONAL STAFF 31) WAKEMED MOBILE CRITICAL CARE SERVICES 32) WAKEMED CENTER FOR INNOVATIVE LEARNING 33) WAKEMED BRIER CREEK HEALTHPLEX 34) WAKEMED OUTPATIENT PHARMACY 35) WAKEMED GARNER HEALTHPLEX 36) WAKEMED ZEBULON/WENDELL OUTPATIENT REHABILITATION 39) WAKEMED BRIER CREEK MEDICAL PARK 40) WAKEMED RALEIGH MEDICAL PARK 41) WAKEMED OP REHAB - BANKS D KERR FAMILY YMCA RALEIGH, NC 42) WAKEMED OP REHAB- CARY FAMILY YMCA CARY, NC 43) WAKEMED OP REHAB - KRAFT FAMILY YMCA APEX, NC 44) WAKEMED OP REHAB- ALEXANDER FAMILY YMCA RALEIGH, NC 45) WAKE SPECIALTY BRIER CREEK INTERNAL MEDICINE 46) WAKE SPECIALTY ENT- HEAD & NECK SURGERY 47) WAKE SPECIALTY FACIAL PLASTICS 48) WAKE SPECIALTY GASTROENTEROLOGY & HEPATOLOGY 49) WAKE SPECIALTY GENERAL SURGERY 50) WAKE SPECIALTY OB/GYN 51) WAKE SPECIALTY PHYSICIANS ENT - HEAD & NECK SURGERY 52) WAKE SPECIALTY PHYSICIANS FACIAL PLASTICS 53) WAKE SPECIALTY PHYSICIANS GASTROENTEROLOGY & HEPATOLOGY 54) WAKE SPECIALTY PHYSICIANS GENERAL SURGERY 55) WAKE SPECIALTY PHYSICIANS INTERNAL MEDICINE BRIER CREEK 56) WAKE SPECIALTY PHYSICIANS OB/GYN 57) WAKE SPECIALTY PHYSICIANS UROLOGY 58) WAKE SPECIALTY PHYSICIANS WOMEN'S CENTER 59) WAKE SPECIALTY UROLOGY 60) WAKE SPECIALTY WOMEN'S CENTER 61) WAKE SPECIALTY PHYSICIANS MATERNAL FETAL MEDICINE 62) WAKE SPECIALTY PHYSICIANS EMPLOYEE HEALTH 63) FALLS POINTE MEDICAL GROUP 64) WAKE SPECIALTY PHYSICIANS - CITY CENTER MEDICAL GROUP 65) WAKE SPECIALTY PHYSICIANS - CAROLINA CARDIOLOGY 66) WAKE SPECIALTY PHYSICIANS - CONCUSSION CLINIC 67) WAKE SPECIALTY PHYSICIANS - APEX MEDICAL GROUP 68) WAKE SPECIALTY PHYSICIANS - HOLLY SPRINGS MEDICAL GROUP 69) WAKE SPECIALTY PHYSICIANS - ACCENT URGENT CARE 70) WAKE SPECIALTY PHYSICIANS - WAKE ORTHOPAEDICS 71) WAKE SPECIALTY PHYSICIANS - NORTH WAKE INTERNAL MEDICINE 72) WAKE SPECIALTY PHYSICIANS PULMONOLOGY 73) WAKE SPECIALTY PHYSICIANS - KNIGHTDALE FAMILY PRACTICE 74) WAKE SPECIALTY PHYSICIANS - CAROLINA CARDIOVASCULAR SURGICAL ASSOC. 75) WAKE SPECIALTY PHYSICIANS - CARY CARDIOLOGY 76) WAKE SPECIALTY PHYSICIANS - CAPITAL UROLOGY 77) WAKE SPECIALTY PHYSICIANS - HARNETT SURGICAL ASSOCIATES 78) WAKE SPECIALTY PHYSICIANS - MORRISVILLE PRIMARY CARE 79) WAKE SPECIALTY PHYSICIANS - GARNER PRIMARY CARE 80) WAKE SPECIALTY PHYSICIANS - FUQUAY VARINA PRIMARY CARE 81) WAKE SPECIALTY PHYSICIANS - WELLNESS FAMILY PRACTICE 82) WAKE SPECIALTY PHYSICIANS - STRUCTURAL HEART 83) WAKE SPECIALTY PHYSICIANS - RALEIGH CARDIOLOGY 84) WAKE SPECIALTY PHYSICIANS - RALEIGH CARDIOLOGY ASSOCIATES 85) WAKE SPECIALTY PHYSICIANS - CARDIOVASCULAR 86) WAKE SPECIALTY PHYSICIANS - PARKWAY PRIMARY CARE |
| OTHER PROGRAM SERVICES | PART III, LINE 4D | OTHER PROGRAM SERVICES INCLUDE HOSPITAL IN AND OUTPATIENT ANCILLARY CARE SERVICES IN OTHER SPECIALTY AREAS NOT LISTED ABOVE. MEMBERS, STOCKHOLDERS, OR OTHER PERSONS W/ POWER TO APPOINT GOVERNING BODY PART VI, SECTION A, LINE 7A EIGHT MEMBERS OF THE BOARD ARE APPOINTED TO THE BOARD OF DIRECTORS BY WAKE COUNTY. GOVERNANCE DECISIONS RESERVED TO MEMBERS, STOCKHOLDERS, OR PERSONS OTHER THAN THE GOVERNING BODY PART VI, SECTION A, LINE 7B THE WAKE COUNTY BOARD OF COMMISSIONERS HOLDS LIMITED APPROVAL OVER SOME GOVERNING BODY DECISIONS PERTAINING TO ARTICLES V, VI, VII AND IX IN THE ARTICLES OF INCORPORATION. THE TRANSFER AGREEMENT WITH WAKE COUNTY INDICATES APPROVAL/CONSENT FOR TRANSACTIONS PERTAINING TO SUBSTANTIAL DISPOSITION OF ASSETS AND COVENANTS ON LIENS. PROCESS USED BY THE ORGANIZATION TO REVIEW FORM 990 PART VI, SECTION B, LINE 11B THE ENTIRE 990 AND ASSOCIATED SCHEDULES ARE REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS TO ACKNOWLEDGE THEY HAVE REVIEWED FORMS AND SCHEDULES AND THEN RECOMMEND APPROVAL TO THE BOARD. A FINAL COPY IS PROVIDED TO THE BOARD BEFORE FILING. MONITORING WRITTEN CONFLICT OF INTEREST POLICY PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES THE CONFLICT OF INTEREST POLICY IN VARIOUS WAYS. EACH YEAR, MEMBERS OF THE BOARD, COMMITTEES WITH BOARD DELEGATED POWERS, CEO, CORPORATE STAFF, EXECUTIVE STAFF, DIRECTORS, MANAGERS ARE REQUIRED TO COMPLETE AND SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE. THOSE INDIVIDUALS ARE REQUIRED TO PROVIDE WRITTEN DOCUMENTATION OF ANY POTENTIAL CONFLICT OF INTEREST, IDENTIFYING MATERIAL FINANCIAL INTEREST/PERSONAL CONFLICTS OF INTEREST. REMEDIAL MEASURES IMPLEMENTED TO ADDRESS CONFLICTS OF INTEREST INCLUDE ABSTENTION FROM VOTING ON CERTAIN ISSUES AS WELL AS RECUSAL FROM THE DECISION MAKING PROCESS AND PARTICIPATION INVOLVING THE IDENTIFIED ISSUE/AREA. THE CODE OF CONDUCT PROVIDES GUIDANCE ON GIFTS AND TRAVEL. GIFTS SHOULD NOT BE ACCEPTED AND PRIOR TO ANY TRAVEL/LODGING PAID FOR BY A THIRD PARTY. WRITTEN APPROVAL MUST BE OBTAINED FROM AN EXECUTIVE VICE PRESIDENT. ALSO, EMPLOYEES WHO OWN OR WORK IN A PRIVATE BUSINESS OUTSIDE OF WAKEMED ARE NOT ALLOWED TO RECRUIT OR PROMOTE THEIR PRODUCTS AND SERVICES DURING WORK HOURS OR THROUGH WAKEMED PRINTED MATERIALS. PROCESS FOR DETERMINING COMPENSATION OF CEO, EXEC. DIR., OR TOP MGMT OFFICIAL PART VI, SECTION B, LINE 15A REVIEW OF COMPENSATION IS PERFORMED BY AN INDEPENDENT FIRM. EVERY THREE YEARS THEY PERFORM AN EXECUTIVE COMPETITIVE COMPENSATION REVIEW. ON ALTERNATE YEARS THE SVP/HR PRESENTS MARKET DATA COMPARISONS TO A BOARD OF DIRECTOR'S COMMITTEE FOR REVIEW. AVAILABILITY OF FINANCIAL STMTS, CONFLICT OF INTEREST, ORGANIZING DOCS PART VI, SECTION C, LINE 19 THE 990 IS AVAILABLE BY REQUEST AND IS PUBLISHED ON GUIDESTAR. FINANCIAL STATEMENTS ARE PUBLICALLY AVAILABLE THROUGH THE MEDICAL CARE COMMISSION AS IT RELATES TO TAX EXEMPT DEBT. THE ANNUAL AUDITED FINANCIAL STATEMENTS AND TRANSFER AGREEMENT ARE PROVIDED EACH YEAR TO WAKE COUNTY COMMISSIONERS AND BECOME PUBLIC INFORMATION. ARTICLES OF INCORPORATION ARE AVAILABLE ON NC SECRETARY OF STATE WEBSITE. |
| OTHER CHANGES IN NET ASSETS | PART XI, LINE 9 | DECREASES DUE TO CHANGES IN LONG-TERM INVESTMENTS $7,400,296. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| WAKE ORTHOPAEDICS LLC | |||||||||
| 3009 NEW BERN AVE | RALEIGH | NC | 27610 | 043750760 | MED. OFFICE | NC | 14062113 | 5429339 | NA |
| CARDIAC INNOVATIONS LLC | |||||||||
| 3000 NEW BERN AVE | RALEIGH | NC | 27610 | 260554927 | EQUIP LEASING | NC | 6354 | 87890 | NA |
| WAKE SPECIALTY PHYSICIANS LLC | |||||||||
| 2009 NEW BERN AVE | RALEIGH | NC | 27610 | 264169156 | MED. OFFICE | NC | 39482486 | 11922022 | NA |
| CSAMS NEW BERN AVE LLC | |||||||||
| 3000 NEW BERN AVE | RALEIGH | NC | 27610 | HEALTHCARE | NC | 0 | 929103 | NA | |
| PARTNERS IN PRACTICE LLC | |||||||||
| 3000 NEW BERN AVE | RALEIGH | NC | 27610 | 271164650 | MED. OFFICE | NC | NA | ||
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| WAKEMED PROPERTY SERVICES | ||||||||||
| 3000 NEW BERN AVE | RALEIGH | NC | 27610 | 561133894 | LEASING | NC | 501(C)(3) | 11B | NA | false |
| WAKEMED FACULTY PRACTICE PLAN | ||||||||||
| 3000 NEW BERN AVE | RALEIGH | NC | 27610 | 237169178 | MEDICAL | NC | 501(C)(3) | 11B | NA | false |
| THE VOLUNTEERS AT CARY CAMPUS | ||||||||||
| 1900 KILDARIE FARM RD | CARY | NC | 27511 | 561798031 | VOLUNTEERS | NC | 501(C)(3) | 11B | NA | false |
| THE VOLUNTEERS AT RALEIGH CAMPUS | ||||||||||
| 3000 NEW BERN AVE | RALEIGH | NC | 27610 | 560749114 | VOLUNTEERS | NC | 501(C)(3) | 11B | NA | false |
| WAKEMED FOUNDATION | ||||||||||
| 3000 NEW BERN AVE | RALEIGH | NC | 27610 | 561916549 | SUPPORT | NC | 501(C)(3) | 7 | NA | false |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAP SURG CTR | ||||||||||||||
| 3000 NEW BERN AVE | RALEIGH | NC | 27607 | 260804803 | HEALTHCARE | NC | NA | RELATED | 3896980 | 5432232 | false | $0 | false | 0.50000 |
| WAKEPET SERVICES | ||||||||||||||
| 263108205 | EQUIPMENT LEASING | NC | NA | RELATED | -918 | 42623 | false | $0 | false | 0.50000 | ||||
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOGWOOD INSURANCE COMPANY (SPC) LTD- | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | INSURANCE | PrimaryActivity |
| Legal Domicile Foreign Country | CJ | LegalDomicileForeignCountry |
| Type Of Entity | CORP | TypeOfEntity |
| Share Of Total Income | 0 | ShareOfTotalIncome |
| Share Of EOY Assets | 38312172 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| WAKEMED FACULTY PRACTICE PLAN | ||
| Q | 49346331 | FMV |
| WAKEMED PROPERTY SERVICES | ||
| Q | 4462810 | FMV |
| WAKEMED PROPERTY SERVICES | ||
| J | 7957857 | FMV |
| WAKEMED FOUNDATION | ||
| S | 2618946 | FMV |
| WAKEMED FOUNDATION | ||
| Q | 875634 | FMV |
| WAKEMED PROPERTY SERVICES | ||
| I | 685505 | FMV |