WAKEMED: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WAKEMED (EIN 90-0893457)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-15
- IRS object ID
- 201322279349300842
- Schema version
- 2011v1.5
- 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 D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-15T09:08:17-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N TRYON STREET SUITE 1000 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900893457 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAKEMED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WAKE | NameControl |
| Phone | 9193508000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 NEW BERN AVENUE | AddressLine1 |
| 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 |
| Phone | 9193508000 | Phone |
| Date Signed | 2013-08-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY W JOHNS | Name |
| PTIN | P00535091 | PTIN |
| Phone | 7049985200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | WILLIAM K ATKINSON PHD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 NEW BERN AVENUE | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 276101215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 93284690 | GrossReceipts |
| Group Return For Affiliates | 1 | GroupReturnForAffiliates |
| All Affiliates Included | 1 | AllAffiliatesIncluded |
| Group Exemption Number | 5881 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WAKEMED.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Activity Or Mission Description | TO PROVIDE OUTSTANDING AND COMPASSIONATE CARE TO THE COMMUNITIES WE SERVE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 43 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 43 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 230 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3304915 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9212751 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 47701572 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 56373820 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 330672 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2218882 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 49656 | OtherRevenuePriorYear |
| Other Revenue Current Year | -460697 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 51386815 | TotalRevenuePriorYear |
| Total Revenue Current Year | 67344756 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 461381 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 476895 | 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 | 10132242 | OtherExpensePriorYear |
| Other Expenses Current Year | 13087953 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10593623 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13564848 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 40793192 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 53779908 | RevenuesLessExpensesCY |
| Total Assets BOY | 93749367 | TotalAssetsBOY |
| Total Assets EOY | 123314913 | TotalAssetsEOY |
| Total Liabilities BOY | 452367 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13321037 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 93297000 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 109993876 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO MAINTAIN AND OPERATE PROPERTIES, AID AND PROMOTE THE IMPROVEMENT AND DEVELOPMENT OF WAKEMED'S EDUCATIONAL AND SCIENTIFIC PROGRAMS AND TO TRANSFORM HEALTH CARE THROUGH PHILANTHROPY BY RAISING FRIENDS, FUNDS, AND FUTURE LEADERS FOR WAKEMED. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 13301745 | Expense |
| Revenue | 11115300 | Revenue |
| Description | PROPERTY MANAGEMENT - PURCHASE, LEASE,AND MAINTAIN PROPERTIES IN WAKE, JOHNSTON AND HARNETT COUNTIES FOR THE PURPOSE OF LEASING/SUBLEASING SPACE TO WAKEMED AND OTHER MEDICAL PROVIDERS TO EXPAND THE AVAILABILITY OF MEDICAL SERVICES IN THE VICINITY. WE CURRENTLY OWN AND MAINTAIN TWENTY PROPERTIES (INCLUDING LAND FOR FUTURE DEVELOPMENT), AND THIRTY-TWO LEASED PROPERTIES. MULTIPLE WAKEMED SERVICES AND PHYSICIAN PRACTICES OCCUPY THE SPACE INCLUDING THREE STAND ALONE EMERGENCY DEPARTMENTS, THREE MOBILE CRITICAL CARE AMBULANCE DEPARTMENTS, SEVEN OUTPATIENT IMAGING DEPARTMENTS AND OUTPATIENT REHABILITATION DEPARTMENTS THROUGHOUT WAKE AND SURROUNDING COUNTIES. THERE ARE CURRENTLY FORTY-FIVE PHYSICIAN PRACTICES LOCATED IN THESE BUILDINGS. A WIDE VARIETY OF CARE OPTIONS ARE OFFERED AT EACH OF THESE FACILIITES AND ARE DESIGNED BY LOCATION AND SERVICE TO ENHANCE ACCESS TO CARE FOR ALL THE RESIDENTS OF THE COMMUNITIES SERVED. IN MOST INSTANCES, THE LOCATIONS LEASED OR MAINTAINED ARE IN THOSE AREAS OF THE MARKET EXPERIENCING RAPID GROWTH BUT WITH LIMITED OPTIONS FOR MEDICAL CARE INCLUDING PRIMARY CARE AND SPECIALISTS, AND OTHER INPATIENT SERVICES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 161087 | Expense |
| Revenue | 10880113 | Revenue |
| Description | FUND-RAISING - A CHARITABLE RESOURCE FOR WAKEMED, SUPPORTING THE HEALTH SYSTEM IN ITS COMMITMENT TO PROVIDING QUALITY HEALTH CARE TO ALL CITIZENS OF THE COMMUNITY. WAKEMED IS MORE THAN TECHNOLOGY AND EXPERTISE, IT IS A HAVEN WHOSE DOORS ARE OPEN TO EVERYONE IN NEED. FUND-RAISING ACTIVITIES SUPPORT WAKEMED THROUGH FRIEND RAISING, FUND RAISING AND EDUCATIONAL AWARENESS OF QUALITY HEALTH CARE PROGRAMS AND SERVICES AVAILABLE AT WAKEMED FOR THE CITIZENS OF THE COMMUNITY. WITH THE PURPOSE OF PROVIDING PHILANTHROPIC SUPPORT FOR NUMEROUS WAKEMED PROGRAMS AND SERVICES, WE HAVE HELPED FURTHER WAKEMED'S MISSION IN THE COMMUNITY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | 45349344 | Revenue |
| Description | PATIENT CARE - A MULTI-SPECIALTY PHYSICIAN PRACTICE WITH OFFICES AT SEVERAL LOCATIONS. THE PHYSICIANS AND OTHER PROVIDERS IN THOSE PRACTICES ARE DEDICATED TO PROVIDING STATE-OF-THE-ART TECHNOLOGY AND CARE TO PATIENTS IN WAKE COUNTY AND SURROUNDING REGIONS. WE HAVE NINETEEN SPECIALTY AREAS OF CARE AND SERVE OVER 129,000 OUTPATIENTS PER YEAR WITH MORE THAN 258,000 OFFICE VISITS. IN ADDITION, HOSPITALISTS AND, INTENSIVISTS PROVIDE INPATIENT BASED SERVICES TO THOUSANDS OF PATIENTS ANNUALLY, MANY WHO DON'T HAVE A PHYSICIAN HOME. OTHER SPECIALISTS SUPPORT THE SIGNATURE PROGRAMS OF THE HEALTH SYSTEM SUCH AS HEART AND VASCULAR SERVICES, TRAUMA, NEONATAL INTENSIVE CARE AND CHILDREN'S SERVICES. OUR PHYSICIANS PROVIDE TRAINING FOR RESIDENTS AND MEDICAL STUDENTS FROM UNC-CHAPEL HILL SCHOOL OF MEDICINE AND CAMPBELL UNIVERSITY AND ALSO ASSIST THE NC AREA EDUCATION CENTERS (AHEC) IN THEIR STATEWIDE MISSION OF EDUCATION AND RESEARCH. WE PROVIDE OPPORTUNITIES TO 500 RESIDENTS A YEAR AS PART OF THE ORGANIZATION'S MISSION TO IMPROVE DISTRIBUTION AND RETENTION OF PHYSICIANS IN NORTH CAROLINA. PHYSICIANS PARTICIPATE IN RESEARCH ACTIVITIES TO HELP PROMOTE THE ENHANCEMENT OF THE QUALITY OF CARE AND ADDRESS THE HEALTH CARE NEED OF THE UNDER SERVED COMMUNITIES AND POPULATIONS. MANY OF THESE PHYSICIANS EITHER HOLD A TEACHING POSITION OR TENURE TRACK FACULTY AT UNC-CHAPEL HILL SCHOOL OF MEDICINE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 13462832 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 43 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 43 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL DEVAUGHN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9193508000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 NEW BERN AVENUE | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 276101215 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (62 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| THOMAS B OXHOLM | |||||||||
| CHAIR | 4.00 | X | 0 | 0 | 0 | ||||
| WILLIAM H MCBRIDE | |||||||||
| VICE-CHAIR | 3.00 | X | 0 | 0 | 0 | ||||
| JERRY BERNSTEIN MD | |||||||||
| SECRETARY | 2.30 | X | 0 | 0 | 0 | ||||
| RICHARD F BAKER | |||||||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 | ||||
| LARRY D BARBOUR | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| ROBERT A CERWIN MD | |||||||||
| BOARD MEMBER | 2.30 | X | 0 | 0 | 0 | ||||
| BRENDA C GIBSON | |||||||||
| BOARD MEMBER | 2.30 | X | 0 | 0 | 0 | ||||
| M JACKSON NICHOLS | |||||||||
| BOARD MEMBER | 2.30 | X | 0 | 0 | 0 | ||||
| WILLIAM R MCNEIL | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| LESLIE MERRITT JR | |||||||||
| BOARD MEMBER | 1.80 | X | 0 | 0 | 0 | ||||
| CHRISTINA ALVARADO SHANAHAN | |||||||||
| BOARD MEMBER | 1.50 | X | 0 | 0 | 0 | ||||
| LORRAINE M WRIGHT PHD | |||||||||
| BOARD MEMBER | 2.30 | X | 0 | 0 | 0 | ||||
| LLOYD M YATES | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| R GORDON GRUBB | |||||||||
| BOARD CHAIR | 1.00 | X | 0 | 0 | 0 | ||||
| SHELDON M FOX | |||||||||
| BOARD VICE-CHAIR | 8.00 | X | 0 | 0 | 0 | ||||
| J BLOUNT WILLIAMS | |||||||||
| BOARD MEMBER | 8.00 | X | 0 | 0 | 0 | ||||
| VIRGINIA ANTHONY | |||||||||
| BOARD MEMBER | 8.00 | X | 0 | 0 | 0 | ||||
| AUDIE P BAREFOOT JR | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| JULIAN D BOBBITT JR | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| HOLLY J BURGE MD | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| GREG CARR | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| TIMOTHY E CARROLL | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| R MICHAEL CONDREY | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| WILLIAM L DAWKINS | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| SHARON M FOSTER MD | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| R MICHAEL GRAY | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| RICK B GUIRLINGER | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| W CHARLES HELTON MD | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| HOWIE J JUNG | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| SHRIN RAJAGOPALAN MD | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| KRISTEN G REPLOGLE | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| JOHN L RIGSBEE | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| PETER M SCOTT III | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| MELBA T SPARROW | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| F JEFFERSON STOCKS | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| KARI STOLTZ | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| TISH TURNER | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| MARY NASH RUSHER | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| MICHAEL PAINTER | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| EILEEN HENDREN | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| HENRY DARNELL | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| MICHAEL ANDERSON | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| A BLANTON GODFREY MD | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| WILLIAM K ATKINSON PHD | |||||||||
| PRESIDENT & CEO | 80.00 | 0 | 1150813 | 313767 | X | ||||
| MICHAEL DEVAUGHN | |||||||||
| CFO | 60.00 | 0 | 545002 | 30120 | X | ||||
| THOMAS GETTINGER | |||||||||
| EXEC VP & COO | 65.00 | 0 | 635592 | 55544 | X | ||||
| ROYLYN JOHNSON | |||||||||
| SECRETARY | 50.00 | 0 | 90766 | 11949 | X | ||||
| KATHLEEN K GORMLEY | |||||||||
| EXEC VP OPERATIONS & AMBUL | 60.00 | 0 | 589723 | 45388 | X | ||||
| DAVID C COULTER | |||||||||
| SENIOR VP-ADMINISTRATOR CA | 60.00 | 0 | 440744 | 42387 | X | ||||
| CYNTHIA ALNESS-BOILY | |||||||||
| SENIOR VP - OPERATIONS & C | 60.00 | 0 | 205584 | 14382 | X | ||||
| JEANENE R MARTIN | |||||||||
| SENIOR VP - HR | 60.00 | 0 | 319344 | 34955 | X | ||||
| EVIN D ARLEDGE | |||||||||
| VP & CIO | 60.00 | 0 | 299116 | 40425 | X | ||||
| THOMAS G CAVENDER | |||||||||
| VP CONSTRUCTION & FACILITI | 60.00 | 0 | 280219 | 19749 | X | ||||
| CAROLYN KNAUP | |||||||||
| VP AMBULATORY SERVICES | 55.00 | 0 | 234952 | 36779 | X | ||||
| BETSY GASKINS-MCCLAINE | |||||||||
| VP HEART & VASCULAR SERVIC | 60.00 | 0 | 252958 | 31713 | X | ||||
| GEORGIA SUMIEL | |||||||||
| VP OPERATIONS | 50.00 | 0 | 215037 | 27416 | X | ||||
| JONATHAN D CHAPPELL MD | |||||||||
| PHYSICIAN | 60.00 | 0 | 854896 | 55356 | X | ||||
| GURVINDER S DEOL MD | |||||||||
| PHYSICIAN | 60.00 | 0 | 802420 | 58760 | X | ||||
| JD PHILLIPS | |||||||||
| PHYSICIAN | 60.00 | 0 | 781194 | 58049 | X | ||||
| TIMOTHY HARRIS | |||||||||
| PHYSICIAN | 60.00 | 0 | 770075 | 57796 | X | ||||
| BRIAN GO | |||||||||
| PHYSICIAN | 60.00 | 0 | 732880 | 55000 | X | ||||
| THOMAS H FETZER JR | |||||||||
| BOARD MEMBER (FORMER) | 1.00 | 0 | 120000 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 9321315 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 989535 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | 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 CENTER DR | CHAPEL HILL | NC | 27517 | HEALTHCARE | 1029538 |
| PROGRESS ENERGY | |||||
| PO BOX 2041 | RALEIGH | NC | 27602 | ELECTRICITY | 979467 |
| JANI-KING | |||||
| 801 JONES FRANKLIN ROAD | RALEIGH | NC | 27606 | JANITORIAL SERVICES | 801759 |
| HIGHWOODS REALTY | |||||
| PO BOX 409412 | ATLANTA | GA | 30384 | PROPERTY RENTAL | 643354 |
| AMD NORTH MOB LP | |||||
| 1511 SUNDAY DRIVE 200 | RALEIGH | NC | 27607 | PROPERTY RENTAL | 479242 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 16 | NumberOfContractorsGT100K |
| Fundraising Events | 412728 | FundraisingEvents |
| Related Organizations | 2246207 | RelatedOrganizations |
| All Other Contributions | 6553816 | AllOtherContributions |
| Noncash Contributions | 1156557 | NoncashContributions |
| Total Contributions | 9212751 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PATIENT SERVICES | 621500 | 45349344 | 45349344 |
| RENTAL INCOME | 531120 | 11024476 | 11024476 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 56373820 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 517576 | TotalRevenueColumn |
| Exclusion | $517,576 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 71198 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 75781 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -4583 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4583 | TotalRevenueColumn |
| Exclusion | -$4,583 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26945349 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25244043 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1701306 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1701306 | TotalRevenueColumn |
| Exclusion | $1,701,306 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 120479 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 412728 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 620110 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -499631 | TotalRevenueColumn |
| Exclusion | -$499,631 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LAUNDRY | Description |
| Business Code | 900003 | BusinessCode |
| Total Revenue Column | 43517 | TotalRevenueColumn |
| Related Or Exempt Function Income | 43517 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 43517 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 67344756 | TotalRevenueColumn |
| Related Or Exempt Function Income | 56417337 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,714,668 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 476895 | Total |
| Program Services | 476895 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 858 | Total |
| Management And General | 858 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48735 | Total |
| Program Services | 48735 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89923 | Total |
| Management And General | 89923 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 283225 | Total |
| Program Services | 283225 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86635 | Total |
| Program Services | 75400 | ProgramServices |
| Management And General | 11235 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8215098 | Total |
| Program Services | 8215098 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4502 | Total |
| Program Services | 4502 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221288 | Total |
| Program Services | 221288 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2457033 | Total |
| Program Services | 2457033 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179238 | Total |
| Program Services | 179238 | ProgramServices |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | JANITORIAL AND CLEANING | Description |
| Total | 1009306 | Total |
| Program Services | 1009306 | ProgramServices |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 492112 | Total |
| Program Services | 492112 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13564848 | Total |
| Program Services | 13462832 | ProgramServices |
| Management And General | 102016 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1367492 | BOY |
| EOY | -382244 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9223498 | BOY |
| EOY | 2802996 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4329447 | BOY |
| EOY | 6978822 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3694080 | BOY |
| EOY | 3680388 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1097905 | BOY |
| EOY | 1030312 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 566947 | BOY |
| EOY | 790737 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 99475070 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 17855059 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63249416 | BOY |
| EOY | 81620011 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7727438 | BOY |
| EOY | 24258625 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2279817 | BOY |
| EOY | 2328733 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213327 | BOY |
| EOY | 206533 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93749367 | BOY |
| EOY | 123314913 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 384718 | BOY |
| EOY | 540265 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29088 | BOY |
| EOY | 28646 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 12391947 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38561 | BOY |
| EOY | 360179 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 452367 | BOY |
| EOY | 13321037 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70284523 | BOY |
| EOY | 77077926 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22130515 | BOY |
| EOY | 31363074 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 881962 | BOY |
| EOY | 1552876 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93297000 | BOY |
| EOY | 109993876 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93749367 | BOY |
| EOY | 123314913 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 53779908 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -37083032 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAKEMED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566017737 | EIN |
| Type Of Organization | 3 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 881962 | BeginningOfYearBalance |
| Contributions | 566974 | Contributions |
| Investment Earnings Or Losses | 124217 | InvestmentEarningsOrLosses |
| Other Expenditures | 20237 | OtherExpenditures |
| Administrative Expenses | 39 | AdministrativeExpenses |
| End Of Year Balance | 1552877 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 58979 | BeginningOfYearBalance |
| Contributions | 757594 | Contributions |
| Investment Earnings Or Losses | 66290 | InvestmentEarningsOrLosses |
| Administrative Expenses | 901 | AdministrativeExpenses |
| End Of Year Balance | 881962 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 55615 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 3406 | InvestmentEarningsOrLosses |
| Administrative Expenses | 42 | AdministrativeExpenses |
| End Of Year Balance | 58979 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 64113 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -8451 | InvestmentEarningsOrLosses |
| Administrative Expenses | 47 | AdministrativeExpenses |
| End Of Year Balance | 55615 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.04000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.96000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24977526 | OtherCostOrOtherBasis |
| Book Value | 24977526 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 56307858 | OtherCostOrOtherBasis |
| Depreciation | 15487508 | Depreciation |
| Book Value | 40820350 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 917754 | OtherCostOrOtherBasis |
| Depreciation | 441714 | Depreciation |
| Book Value | 476040 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1369814 | OtherCostOrOtherBasis |
| Depreciation | 858333 | Depreciation |
| Book Value | 511481 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15902118 | OtherCostOrOtherBasis |
| Depreciation | 1067504 | Depreciation |
| Book Value | 14834614 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 81620011 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CHARITABLE GIFT ANNUITY | $17,734 |
| DEFERRED RENT | $342,445 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 360179 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | THE FIRST FUND IS INTENDED TO BENEFIT THE PEDIATRICIANS AND CHILDREN OF THE TRIANGLE COMMUNITY AND THE REGION SERVED BY WAKEMED. THE ENDOWMENT ENCOURAGES AND FOSTERS DIALOGUE BETWEEN PHYSICIANS AND EXPERTS IN THE FIELD OF INFECTIOUS DISEASES OF CHILDREN. THE ENDOWMENT WILL SUPPORT EDUCATIONAL SEMINARS WITH NATIONALLY RECOGNIZED SPEAKERS DISCUSSING CURRENT ISSUES OF CLINICAL IMPORTANCE TO THE PRACTITIONER. THE SECOND FUND'S EARNINGS WILL BE USED TO SUPPORT THE ADVANCEMENT OF KNOWLEDGE AND CLINICAL SKILLS BY NURSES AND OTHER CERTIFIED HEALTH CARE WORKERS AT WAKEMED THROUGH ENROLLMENT IN UNDERGRADUATE DEGREE PROGRAMS OR QUALIFIED CEU SEMINARS AND TRAINING EVENTS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA 2012 | NameOfEvent1 |
| Gross Receipts Event1 | 444252 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 366923 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 77329 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 11321 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 160658 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 244899 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 110374 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF 2012 | NameOfEvent2 |
| Gross Receipts Event2 | 68000 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 45200 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 22800 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 18240 | RentFacilityCostsEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 13006 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 13006 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 4592 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 525258 | GrossReceiptsTotal |
| Charitable Contributions Total | 412123 | CharitableContributionsTotal |
| Gross Revenue Total Events | 113135 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 29561 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 160658 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 244899 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 114966 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 550084 | DirectExpenseSummaryEvents |
| Net Income Summary | -436949 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (18 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | 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 | |||||||||||||
| 0 | 785687 | 0 | 350448 | 0 | 14678 | 0 | 293659 | 0 | 20108 | 0 | 1464580 | 0 | 0 |
| MICHAEL DEVAUGHN | |||||||||||||
| 0 | 392023 | 0 | 136866 | 0 | 16113 | 0 | 21797 | 0 | 8323 | 0 | 575122 | 0 | 0 |
| THOMAS GETTINGER | |||||||||||||
| 0 | 412426 | 0 | 161631 | 0 | 61535 | 0 | 33137 | 0 | 22407 | 0 | 691136 | 0 | 0 |
| KATHLEEN K GORMLEY | |||||||||||||
| 0 | 427672 | 0 | 145721 | 0 | 16330 | 0 | 31109 | 0 | 14279 | 0 | 635111 | 0 | 0 |
| DAVID C COULTER | |||||||||||||
| 0 | 351668 | 0 | 67510 | 0 | 21566 | 0 | 25051 | 0 | 17336 | 0 | 483131 | 0 | 0 |
| CYNTHIA ALNESS-BOILY | |||||||||||||
| 0 | 155249 | 0 | 19440 | 0 | 30895 | 0 | 4946 | 0 | 9436 | 0 | 219966 | 0 | 0 |
| JEANENE R MARTIN | |||||||||||||
| 0 | 255485 | 0 | 48920 | 0 | 14939 | 0 | 20360 | 0 | 14595 | 0 | 354299 | 0 | 0 |
| EVIN D ARLEDGE | |||||||||||||
| 0 | 271826 | 0 | 23212 | 0 | 4078 | 0 | 19497 | 0 | 20928 | 0 | 339541 | 0 | 0 |
| THOMAS G CAVENDER | |||||||||||||
| 0 | 242966 | 0 | 20641 | 0 | 16612 | 0 | 18493 | 0 | 1256 | 0 | 299968 | 0 | 0 |
| CAROLYN KNAUP | |||||||||||||
| 0 | 203018 | 0 | 17295 | 0 | 14639 | 0 | 16951 | 0 | 19828 | 0 | 271731 | 0 | 0 |
| BETSY GASKINS-MCCLAINE | |||||||||||||
| 0 | 232688 | 0 | 19752 | 0 | 518 | 0 | 17447 | 0 | 14266 | 0 | 284671 | 0 | 0 |
| GEORGIA SUMIEL | |||||||||||||
| 0 | 197658 | 0 | 16743 | 0 | 636 | 0 | 15304 | 0 | 12112 | 0 | 242453 | 0 | 0 |
| JONATHAN D CHAPPELL MD | |||||||||||||
| 0 | 348402 | 0 | 506224 | 0 | 270 | 0 | 41770 | 0 | 13586 | 0 | 910252 | 0 | 0 |
| GURVINDER S DEOL MD | |||||||||||||
| 0 | 294302 | 0 | 507097 | 0 | 1021 | 0 | 39709 | 0 | 19051 | 0 | 861180 | 0 | 0 |
| JD PHILLIPS | |||||||||||||
| 0 | 566504 | 0 | 211654 | 0 | 3036 | 0 | 38780 | 0 | 19269 | 0 | 839243 | 0 | 0 |
| TIMOTHY HARRIS | |||||||||||||
| 0 | 488135 | 0 | 281441 | 0 | 499 | 0 | 38418 | 0 | 19378 | 0 | 827871 | 0 | 0 |
| BRIAN GO | |||||||||||||
| 0 | 422119 | 0 | 309069 | 0 | 1692 | 0 | 36990 | 0 | 18010 | 0 | 787880 | 0 | 0 |
| THOMAS H FETZER JR | |||||||||||||
| 0 | 120000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 120000 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | TAX IDEMNIFCATION, GROSS UP, TRAVEL FOR COMPANIONS AND HOUSING ALLOWANCE ARE PAID TO SOME KEY EMPLOYEES. GROSS-UP AND HOUSING ALLOWANCE ARE INCLUDED IN TAXABLE COMPENSATION. CEO BENEFITS REQUIRING GROSS-UP ARE COVERED BY HIS EMPLOYMENT AGREEMENT; ANY ADDITIONAL ONES ARE APPROVED BY THE BOARD OF DIRECTORS. CEO TRAVEL FOR SPOUSE IS INCLUDED IN HIS EMPLOYMENT CONTRACT. |
| PART I, LINE 4B | WILLIAM K. ATKINSON $46,172; MICHAEL DEVAUGHN $21,797; KATHLEEN GORMLEY $23,759; THOMAS GETTINGER $25,787; 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; JONATHAN CHAPPELL $34,420; GURVINDER DEOL $32,359; JD PHILLIPS $31,430; TIMOTHY HARRIS $31,068; AND BRIAN GO $29,640. |
| PART I, LINE 7 | THE ORGANIZATION HAS INCENTIVE BASED PROGRAMS THAT ARE DRIVEN BY ACCOMPLISHING TARGETS ASSOCIATED WITH QUALITY OF CARE FOR DISCHARGE INSTTRUCTIONS, 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 L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| TOM FETZER | |||
| FORMER BOARD MEMBER | 120000 | CONSULTING | 0 |
| DEBORAH R FOX | |||
| SPOUSE OF BOARD MEMBER | 65551 | EMPLOYEE OF WAKE MED | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10638 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 579857 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV - US MARKET | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 970000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | MISC | Description |
| Number Of Contributions | 28 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6700 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 2 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | EIGHT MEMBERS OF THE BOARD ARE APPOINTED TO THE BOARD OF DIRECTORS BY WAKE COUNTY. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE WAKE COUNTY BOARD OF COMMISSIONERS HOLDS LIMITED APPROVAL OVER SOME GOVERNING BODY DECISIONS PERTAINING TO ARTICLES OF INCORPORATION. THE TRANSFER AGREEMENT WITH WAKE COUNTY INDICATES APPROVAL/CONSENT FOR TRANSACTIONS PERTAINING TO SUBSTANTIAL DISPOSITION OF ASSETS AND COVENANTS ON LIENS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 AND SCHEDULES ARE REVIEWED BY THE FINANCE COMMITTEE OF THE WAKEMED BOARD OF DIRECTORS AND THEN THEY RECOMMEND APPROVAL TO THE BOARD. A FINAL COPY IS PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION ENFORCES THE CONFLICT OF INTEREST POLICY IN VARIOUS WAYS. EACH YEAR, MEMBERS OF THE BOARD, COMMITTEES WITH BOARD DELEGATED POWER, CEO, CORPORATE STAFF, EXECUTIVE STAFF, DIRECTORS AND MANAGERS ARE REQUIRED TO COMPLETE AND SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE. THOSE INDIVIDUALS ARE REQUIRED TO PROVIDE WRITTEN DOCUMENTATION OF ANY POTENTIAL CONFLICT OF INTEREST, IDENTIFYING MATERIAL FINANCIAL INTEREST/PERSONAL CONFLICTS OF INTEREST. REMEDIAL MEASURES IMPLEMENTED TO ADDRESS CONFLICTS 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 AND LODGING PAID 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. |
| FORM 990, PART VI, SECTION B, LINE 15A | REVIEW OF THE COMPENSATION FOR THE CEO, OFFICERS AND KEY EMPLOYEES IS DONE REGULARLY BY THE HUMAN RESOURCE DEPARTMENT. THE FACILITY REGULARLY USES AN INDEPENDENT CONSULTING FIRM AS A SOURCE OF COMPENSATION INFORMATION, BENCHMARKING AND REVIEW TO ENSURE CONSISTENT AND FAIR COMPENSATION PRACTICES. THE CEO'S COMPENSATION IS APPROVED BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE 990 IS AVAILABLE BY REQUEST AND IS PUBLISHED ON GUIDESTAR. FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE THROUGH THE MEDICAL CARE COMMISSIONERS 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. |
| THIS GROUP 990 IS INCLUDED IN THE COMBINED AUDITED FINANCIAL STATEMENTS OF WAKEMED. | |
| FORM 990, PAGE 1, BOX C | DOING BUSINESS AS: CARELINA MEDICAL ASSOCIATES, MOSELEY MEDICAL GROUP, WAKE COUNTY HOSPITAL SYSTEM MEDICAL EDUCATION FOUNDATION, WAKEMED FACULTY PHYSICIANS, WAKEMED FACULTY PHYSICIANS -- RALEIGH CARDIOLOGY, WAKEMED FACULTY PHYSICIANS -- CAROLINA CARDIOLOGY, WAKEMED FACULTY PHYSICIANS -- HOSPITALISTS -- CARY, WAKEMED FACULTY PHYSICIANS -- HOSPITALISTS -- RALEIGH, WAKEMED FACULTY PHYSICIANS -- INTENSIVISTS -- RALEIGH, WAKEMED FACULTY PHYSICIANS -- PEDIATRIC HOSPITALISTS/INTENSIVISTS, WAKEMED FACULTY PHYSICIANS -- INTENSIVISTS -- CARY, WAKE PROFESSIONAL ASSOCIATES, EAST SQUARE MEDICAL PLAZA AND WAKE MEDICAL CENTER FOUNDATION. |
| FORM 990, PART XI, QUESTION 5 | THE CHANGE IS DUE TO INTERCOMPANY CASH TRANSFERS TO WAKEMED. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAKEMED | BusinessNameLine1 |
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) |
|---|---|---|
| EIN | 566017737 | EIN |
| Primary Activities | HOSPITAL | PrimaryActivities |
| Legal Domicile State | NC | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 3 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUALITY TEXTILE SERVICES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 SOUTH ROGERS LANE | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27610 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561943802 | EIN |
| Primary Activity | TEXTILES | PrimaryActivity |
| Legal Domicile State | NC | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 42586 | ShareOfTotalIncome |
| Share Of EOY Assets | 2322402 | ShareOfEOYAssets |
| Percentage Ownership | 0.50000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| WAKEMED | ||
| Q | 47459715 | CASH |
| WAKEMED | ||
| R | 2246207 | CASH |
| WAKEMED | ||
| I | 737755 | CASH |
| WAKEMED | ||
| J | 10116376 | CASH |