2014-08-15T09:46:21-05:00 2013-09-30 ERNST & YOUNG US LLP 1101 NEW YORK AVENUE NW WASHINGTON DC 20005 990 2012-10-01 566017737 WAKEMED % MICHAEL DEVAUGHN CFO WAKE 9193500522 3000 NEW BERN AVE Suite RALEIGH NC 276101215 MICHAEL DEVAUGHN 2014-08-15 2023277097 2012 2015-11-30 17:44:51Z SEE SCHEDULE O DONALD GINTZIG 3000 NEW BERN AVE RALEIGH NC 27610 1460662374 false X WWW.WAKEMED.ORG X 1965 NC WAKEMED IS A MULTI-FACILITY HEALTHCARE SYSTEM PROVIDING STATE OF THE ART HIGH QUALITY CARE. 14 14 9351 1539 4557055 4853411 5172355 1025656252 967167959 16967024 14853866 68496 5954432 1047545183 993148612 1232277 1657008 0 0 560712892 583908859 0 0 0 466378228 448755303 1028323397 1034321170 19221786 -41172558 1426399681 1401033136 642059490 636733084 784340191 764300052 X 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. false false 236020175 0 233015716 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"). 184009442 0 191925853 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. 98495712 0 127996380 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. 410874204 1657008 405917217 929399533 true true false true false false false false false true true false false true true false false true false false true false false false false false true true true false true true false false false false false false false false false true false false false false true true true true false false true 624 0 true 9351 true true true true CJ false false false false false false false false X 14 14 false false false false false true true true true false false true true true true true true true false true true NC X MICHAEL DEVAUGHN CFO 9193500522 3000 NEW BERN AVE RALEIGH NC 27610 X WILLIAM H MCBRIDE 3.25 0.0 X 0 BRENDA C GIBSON 2.5 0.0 X 0 JERRY C BERNSTEIN MD 2.5 0.0 X 0 RICHARD F BAKER 2.75 0.0 X 0 LARRY D BARBOUR 2.5 0.0 X 0 0 ROBERT A CERWIN 2.25 0.0 X 0 0 A BLANTON GODFREY PHD 2.0 0.0 X 0 0 DAN HUGHES 1.25 0.0 X 0 0 WILLIAM R MCNEAL 2.5 0.0 X 0 0 LESLIE MERRITT JR 2.25 0.0 X 0 0 DON MUNFORD 1.75 0.0 X 0 0 M JACKSON NICHOLS 2.5 0.0 X 0 0 CHRISTINA ALVARADO SHANAHAN 2.5 0.0 X 0 0 LORRAINE M WRIGHT PHD 2.5 0.0 X 0 0 WILLIAM K ATKINSON PHD 70.0 0.0 X 1176987 82501 MICHAEL DEVAUGHN 65.0 0.0 X 595774 36767 THOMAS GETTINGER 70.0 0.0 X 586536 62937 ROYLYN JOHNSON 50.0 0.0 X 108102 15945 KATHLEEN K GORMLEY 65.0 0.0 X 632089 50543 DAVID COULTER 65.0 0.0 X 450127 48324 JEANENE R MARTIN 65.0 0.0 X 342404 42709 E DENTON ARLEDGE 60.0 0.0 X 337918 47973 THOMAS CAVENDER 50.0 0.0 X 303036 46475 CAROLYN KNAUP 65.0 0.0 X 294620 44090 BETSY GASKINS-MCCLAINE 70.0 0.0 X 275753 38930 CYNTHIA ALNESS BOILY 60.0 0.0 X 416168 34211 VICKI BLOCK 54.0 0.0 X 338061 22840 DUDLEY HARRINGTON 60.0 0.0 X 329951 35991 GEORGIA C SUMIEL 50.0 0.0 X 237432 34895 GURVINDER S DEOL 65.0 0.0 X 954274 77433 JONATHAN D CHAPPELL 65.0 0.0 X 776842 53790 TIMOTHY E HARRIS 65.0 0.0 X 733480 65554 MARK L WOOD 65.0 0.0 X 703902 64402 BRIAN M GO 70.0 0.0 X 695100 60838 THOMAS FETZER 0.0 0.0 X 120000 0 10408556 0 967148 558 true true false 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 402 2236 4412319 757800 5172355 PATIENT SERVICES 621500 932473848 932473848 NON-PATIENT SERVICES 621500 3403587 3403587 CAFETERIA 722210 4284341 4284341 ALL OTHER PROGRAM SERVICE REVENUE 900099 27006183 21088512 1153468 4764203 967167959 11514535 11514535 0 0 722003 60377 661626 0 661626 661626 470077978 714738 467091807 361578 2986171 353160 3339331 3339331 0 0 0 REVENUE FROM JOINT VENTURES 900099 5292806 5292806 5292806 993148612 958855166 4557055 24564036 1657008 1657008 0 0 0 0 6657244 5325795 1331449 0 0 479941352 407950150 71991202 23825394 20251585 3573809 39629252 33684864 5944388 33855617 28777274 5078343 126400 126400 2101725 1975621 126104 266828 244281 22547 700506 658476 42030 0 1089855 1024464 65391 79585101 74809995 4775106 5800714 5452671 348043 36594122 34398475 2195647 15928580 14972865 955715 0 21713965 20411127 1302838 1128543 1060830 67713 0 1306842 1228431 78411 12779861 12779861 0 65215349 65215349 8901854 8367743 534111 MEDICAL SUPPLIES 138702109 138702109 REPAIRS/MAINT 21097238 16877790 4219448 MINOR EQ 2365905 2223951 141954 MISCELLANEOUS EXPENSES 33349806 31348818 2000988 1034321170 929399533 104921637 0 384006 49291 562996131 499444897 584497 208443 160439800 186847670 0 0 0 0 0 10328141 19265050 19389002 8867737 10112358 1335660114 793352670 527372887 542307444 64405425 45872778 0 0 0 0 0 1416406 82084148 85056706 1426399681 1401033136 152799029 137093507 0 0 1228004 685078 430725699 454853773 0 0 0 0 0 0 0 0 57306758 44100726 642059490 636733084 X 783811065 763772449 204142 198371 324984 329232 784340191 764300052 1426399681 1401033136 X -41172558 -1520418 1089855 14162686 7400296 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 700506 false false 700506 false false SCHEDULE C, PART II-B, LINE 1 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. 324984 6008 1760 329232 327535 5044 6310 1285 324984 322669 5980 1114 327535 316547 7328 1206 322669 350781 9625 42650 1209 316547 1.00000 false false 3889817 3889817 590360341 230870692 359489649 20231291 7607421 12623870 665950824 539687804 126263020 55227841 15186753 40041088 542307444 RESTRICTED FUNDS 36297031 DESIGNATED FUNDS 35872301 OTHER EQUITY INVESTMENT 10568172 PREPAID PENSION 2319202 85056706 0 DUE TO 3RD PARTIES 20877783 ACCRUED MALPRACTICE 20829275 MISC LEASES-LT 710516 SALARIES & WAGES PAYABLE 937325 CAPITAL LEASES 299983 MISC LIABILITIES 251506 DEFERRED LANDLORD INCENTIVE 194338 44100726 SCHEDULE D, PART V, LINE 4 THE ALLEN TRUST ENDOWMENT FUNDS ARE USED TO PROVIDE POOR AND INDIGENT PATIENTS WITH PRIVATE NURSING CARE. WAKEMED DEFINES POOR AND INDIGENT AS THOSE WITH A FINANCIAL CLASS OF SELF-PAY OR MEDICAID. A SITTER CAN BE EITHER IN THE HOSPITAL OR HOME CARE SETTING. Central America and the Caribbean Investments 60000 Central America and the Caribbean CAPTIVE INSURANCE INSURANCE PREMIUMS/EXP 11865381 11925381 11925381 true false true false false false true true X true X 250. false true true true false true true 80695392 80695392 0.07800 149483100 123833479 25649621 0.02480 2426771 1920306 506465 0.00050 232605263 125753785 106851478 0.10330 3491384 5318 3486066 0.00340 11241947 9143385 2098562 0.00200 812333 812333 0.00080 15545664 9148703 6396961 0.00620 248150927 134902488 113248439 0.10950 256489 256489 0.00020 565681 565681 0.00050 29321 29321 1347488 52000 1295488 0.00130 2198979 52000 2146979 0.00200 true 15401599 0 232189005 250793408 -18604403 X true true CAP CITY SURGERY CTR HEALTHCARE 0.50000 0.14510 2 1 WAKEMED RALEIGH CAMPUS

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1900 KILDAIRE FARM ROAD CARY NC 27518

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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 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. true 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 11611 FMV FOOD GENERAL SUPPORT 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 16 2 SCHEDULE I, PART I, LINE 2 ALL GRANT/FUNDING REQUESTS MUST BE MADE IN WRITING, AND FREQUENTLY MEETINGS ARE HELD WITH REQUESTING ORGANIZATIONS TO ENSURE THE REQUESTS ARE IN ACCORDANCE WITH OUR GOALS AND GUIDELINES RELATED TO DONATIONS AND SPONSORSHIPS. ALL DONATIONS ARE COORDINATED THROUGH ONE DEPARTMENT AND ARE TRACKED AND LOGGED ON A SPREADSHEET WITH A QUICK REFERENCE TO THE REASON FOR THE GIFT. WAKEMED ALSO KEEPS A FILE ON EACH ORGANIZATION AND 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. X X false true X X X X X false true false false false false false true false WILLIAM K ATKINSON PHD 804417 363202 9368 62090 0 20411 0 1259488 0 0 0 MICHAEL DEVAUGHN 418664 160108 17002 29730 0 7037 0 632541 0 0 0 THOMAS GETTINGER 426593 143074 16869 41300 0 21637 0 649473 0 0 0 KATHLEEN K GORMLEY 444439 169445 18205 39641 0 10902 0 682632 0 0 0 DAVID COULTER 358618 73681 17828 33725 0 14599 0 498451 0 0 0 JEANENE R MARTIN 263429 63273 15702 28269 0 14440 0 385113 0 0 0 E DENTON ARLEDGE 281017 52569 4332 27735 0 20238 0 385891 0 0 0 THOMAS CAVENDER 241436 44185 17415 26365 0 20110 0 349511 0 0 0 CAROLYN KNAUP 238846 40327 15447 24879 0 19211 0 338710 0 0 0 BETSY GASKINS-MCCLAINE 237657 37563 533 25301 0 13629 0 314683 0 0 0 CYNTHIA ALNESS BOILY 297814 75557 42797 15000 0 19211 0 450379 0 0 0 VICKI BLOCK 268308 54263 15490 15000 0 7840 0 360901 0 0 0 DUDLEY HARRINGTON 266041 52448 11462 15000 0 20991 0 365942 0 0 0 GEORGIA C SUMIEL 202614 34162 656 23380 0 11515 0 272327 0 0 0 GURVINDER S DEOL 462270 490791 1213 55564 0 21869 0 1031707 0 0 0 JONATHAN D CHAPPELL 518928 257469 445 46791 0 6999 0 830632 0 0 0 TIMOTHY E HARRIS 588129 144696 655 46170 0 19384 0 799034 0 0 0 MARK L WOOD 609890 92635 1377 44033 0 20369 0 768304 0 0 0 BRIAN M GO 410719 282689 1692 43713 0 17125 0 755938 0 0 0 THOMAS FETZER 0 0 120000 0 0 0 0 120000 0 0 0 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. A NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 65821DCS8 2009-02-26 75000000 SEE PART VI false false false B NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 65821DCW9 2009-07-16 81780000 SEE PART VI false false false C NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 65821DLY6 2012-07-11 315717962 SEE PART VI false false false 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 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 A false false false true true false 0 false 0 false true B false false false true true false 0 false 0 false true C false false false true false false 0 false 0 false true A true B true C true PURPOSE-FINANCING SCHEDULE K, PART I, A (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. THOMAS FETZER FORMER BOARD MEMBER 120000 CONSULTING SERVICES false METHOD OF APPROVING PAYMENT TO FORMER BOARD MEMBER SCHEDULE L, PART IV, LINE 1 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. 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. 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. 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