2026-08-17T14:43:04+00:00 2025-09-30 346565596 ERNST & YOUNG US LLP 1020 SPRING STREET NW ATLANTA GA 30309 990 2024-10-01 900893457 WAKEMED GROUP RETURN WAKE 9193500522 3000 NEW BERN AVENUE RALEIGH NC 27610 STEPHANIE T SESSOMS EXECUTIVE VICE PRESIDENT, CFO 2026-08-17 true AERRIAL M ORR P01598400 4048748300 2026-08-17 2024 2025-03-06 01:10:19Z WAKE MEDICAL CENTER FOUNDATION DONALD GINTZIG 3000 NEW BERN AVENUE RALEIGH NC 27610 65072772 true true 5881 X WWW.WAKEMED.ORG X NC TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY WITH OUTSTANDING AND COMPASSIONATE CARE TO ALL. 40 36 0 160 0 10902049 14731351 31357580 36728798 2065450 3151027 269825 380225 44594904 54991401 451803 531876 0 2200974 2425796 7000 127220 812690 49294352 58906634 51954129 61991526 -7359225 -7000125 481033732 516598720 224040015 256904688 256993717 259694032 TO MAINTAIN AND OPERATE PROPERTIES, AID AND PROMOTE THE IMPROVEMENT AND DEVELOPMENT OF WAKEMED'S EDUCATION AND SCIENTIFIC PROGRAMS, AND TO TRANSFORM HEALTHCARE THROUGH PHILANTHROPY BY RAISING FRIENDS, FUNDS, AND FUTURE LEADERS FOR WAKEMED. false false 53148917 0 37095128 WAKEMED PROPERTY SERVICES PURCHASES, LEASES, AND MAINTAINS PROPERTIES IN WAKE, JOHNSTON AND DURHAM COUNTIES FOR THE PURPOSES OF LEASING OR SUBLEASING SPACE TO WAKEMED AND OTHER MEDICAL PROVIDERS TO EXPAND THE ACCESSIBILITY OF MEDICAL SERVICES IN THE VICINITY. PROPERTY SERVICES CURRENTLY OWNS AND MAINTAINS THIRTY-ONE (PURCHASE OF 200 ASHVILLE AVES) PROPERTIES (INCLUDING LAND THAT IS UNDER DEVELOPMENT), AND LEASES FIFTY-TWO PROPERTIES (FY24 WAS 51). MULTIPLE WAKEMED DEPARTMENTS AND PHYSICIAN PRACTICES OCCUPY THE OWNED AND LEASED SPACE INCLUDING FOUR FREE-STANDING EMERGENCY DEPARTMENTS, TWO AMBULATORY SURGERY CENTERS, SIX IMAGING CENTERS, FIVE OUTPATIENT REHABILITATION DEPARTMENTS AND A MOBILE CRITICAL CARE AMBULANCE DEPARTMENT. CURRENTLY, THERE ARE ONE HUNDRED AND TWENTY-THREE PHYSICIAN PRACTICES LOCATED IN THESE BUILDINGS. A WIDE VARIETY OF CARE OPTIONS ARE OFFERED AT EACH OF THESE FACILITIES AND ARE DESIGNED BY LOCATION AND SERVICE TO ENHANCE CARE FOR ALL RESIDENTS OF THE COMMUNITY SERVED. MOST LOCATIONS ARE LEASED IN AREAS EXPERIENCING RAPID GROWTH WITH LIMITED OPTIONS FOR MEDICAL CARE INCLUDING PRIMARY CARE AND SPECIALISTS. 6479818 531876 0 THE WAKEMED FOUNDATION IS A CHARITABLE RESOURCE FOR WAKEMED, SUPPORTING THE HEALTH SYSTEM IN ITS COMMITMENT TO PROVIDING QUALITY HEALTHCARE TO ALL CITIZENS OF THE COMMUNITY. FUNDRAISING ACTIVITIES SUPPORT WAKEMED THROUGH FUNDRAISING AND EDUCATIONAL AWARENESS OF QUALITY HEALTHCARE 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. THE FOUNDATION HAS HELPED FURTHER WAKEMED'S MISSION TO THE COMMUNITY. 59628735 true true false false false false false false false true true false false false true false false true false false false false false true true false false true true true false false false false false false false false false false true false false false false true false false false false true 71 0 true 0 false false false false false false false false false false false false X 40 36 false false false false false true true true true false false false true true true true true true false false true true NC X STEPHANIE T SESSOMS EXECUTIVE VICE PRESIDENT CFO 9193500522 3000 NEW BERN AVENUE RALEIGH NC 27610 ANGELA GANTT HOLLIDAY MD BOD, WAKEMED FOUNDATION 0.5 0.0 X 0 555194 42558 ANNA GOODMON MD BOD, WAKEMED FOUNDATION (UNTIL 12/31/2024) 0.5 0 X 0 0 0 BETH WILLIAMSON BOD, WAKEMED FOUNDATION 0.5 0 X 0 0 0 BRIAN REID TREASURER, BOD, WAKEMED FOUNDATION 0.5 0 X 0 0 0 CHRIS WRENCH BOD, WAKEMED FOUNDATION 0.5 0 X 0 0 0 CHRISTINA ALVARADO SHANAHAN BOD, WAKEMED PROPERTY SERVICES 1.8 1.8 X 0 0 0 DAN BLUE III BOD, WAKEMED PROPERTY SERVICES 2.1 2.1 X 0 0 0 DANA GREEN BOD, WAKEMED FOUNDATION 0.5 0 X 0 0 0 FRED ANDERSON BOD, WAKEMED PROPERTY SERVICES (FROM 8/05/2025) 1.4 1.4 X 0 0 0 GAVIN SHAW SECRETARY, BOD, WAKEMED FOUNDATION 0.5 0 X 0 0 0 GLORIA BECKER VICE CHAIR, BOD, WAKEMED FOUNDATION 0.5 0 X 0 0 0 GREG MCNAMARA BOD, WAKEMED FOUNDATION 0.5 0 X 0 0 0 HUNTER MURRAY BOD, WAKEMED FOUNDATION 0.5 0 X 0 0 0 J BLOUNT WILLIAMS BOD, WAKEMED PROPERTY SERVICES 1.6 1.6 X 0 0 0 JAMES ANTHONY PENRY BOD, WAKEMED PROPERTY SERVICES 1.4 1.4 X 0 0 0 JEFF EDWARDS BOD, WAKEMED FOUNDATION (UNTIL 12/31/24) 0.5 0 X 0 0 0 JENNETH MITCHELL TREASURER, BOD, WAKEMED FOUNDATION (UNTIL 12/31/24) 0.5 0 X 0 0 0 JENNY WINSTON BOD, WAKEMED FOUNDATION 0.5 0 X 0 0 0 JIMMY PHILBIN BOD, WAKEMED FOUNDATION 0.5 0 X 0 0 0 JOHN SINDEN MD BOD, WAKEMED FOUNDATION 0.5 0 X 0 0 0 JON MARK BAUCOM BOD, FOUNDATION 0.5 0 X 0 0 0 JOY SLOAN BOD, WAKEMED FOUNDATION (UNTIL 12/31/24) 0.5 0 X 0 0 0 JUN PARK BOD, WAKEMED FOUNDATION 0.5 0 X 0 0 0 KATIE MCKENZIE BOD, WAKEMED FOUNDATION 0.5 0 X 0 0 0 KEEMIA SHAW BOD, WAKEMED PROPERTY SERVICES 1.2 1.2 X 0 0 0 LARRY LONG JR BOD, WAKEMED FOUNDATION 0.5 0 X 0 0 0 LAURA K HELTON MD BOD, WAKEMED PROPERTY SERVICES 1.8 1.8 X 0 0 0 LEE LILLEY BOD, WAKEMED FOUNDATION 0.5 0 X 0 0 0 MARGARET BRATTON VICE CHAIR, BOD, WAKEMED PROPERTY SERVICES 1.8 1.8 X 0 0 0 MARTIN W BORDEN BOD, WAKEMED FOUNDATION 0.5 0 X 0 0 0 MARY NASH RUSHER SECRETARY, BOD, WAKEMED PROPERTY SERVICES 2.1 2.1 X 0 0 0 MICHAEL FERGUSON MD BOD, WAKEMED FOUNDATION 0.5 0.0 X 0 901340 52991 MICHAEL PAINTER BOD, WAKEMED PROPERTY SERVICES 1.8 1.8 X 0 0 0 PETER M SCOTT III BOD, WAKEMED PROPERTY SERVICES 1.8 1.8 X 0 0 0 R MICHAEL GRAY BOD, WAKEMED FOUNDATION (UNTIL 12/31/24) 0.5 0 X 0 0 0 RASHEEDA MONROE MD BOD, WAKEMED FOUNDATION 0.5 0 X 0 370689 31433 REV DR ROSE CORNELIOUS BOD, WAKEMED FOUNDATION 0.5 0 X 0 0 0 ROB BURLINGTON BOD, WAKEMED FOUNDATION 0.5 0 X 0 0 0 ROBERT ANGE BOD, WAKEMED FOUNDATION 0.5 0 X 0 0 0 ROBERT C RICE JR BOD, WAKEMED PROPERTY SERVICES (UNTIL 5/25/25) 2.1 2.1 X 0 0 0 ROD WEBB BOD, WAKEMED FOUNDATION 0.5 0 X 0 0 0 SATISH GARIMELLA BOD, WAKEMED PROPERTY SERVICES 1.6 1.6 X 0 0 0 SATISH MATHAN MD CHAIR, BOD, WAKEMED FOUNDATION 0.5 0 X 0 0 0 SONIA BARNES BOD, WAKEMED PROPERTY SERVICES 2.1 2.1 X 0 0 0 THAD L MCDONALD MD CHAIR, BOD, WAKEMED PROPERTY SERVICES 3.2 3.2 X 0 0 0 DAVID NUSSMAN VP, COMPLIANCE & PRIVACY OFFICER INTERIM 0 55.0 X 0 158767 42247 DIONNE WHITAKER OFFICER-SECRETARY 0 50.0 X 0 89612 8027 DONALD GINTZIG PRESIDENT & CEO 0 80.0 X 0 2193903 24609 STEPHANIE SESSOMS EVP & CHIEF FINANCIAL OFFICER 0 65.0 X 0 423968 43644 THOMAS GOUGH EVP & CHIEF OPERATING OFFICER 0 70.0 X 0 682875 21132 BRIAN LYNDE VP & CHIEF LEGAL OFFICER 0 55.0 X 0 364063 38531 CAROLYN KNAUP SVP, STRATEGIC VENTURES & AMBULATORY OPERATIONS 0 55.0 X 0 416796 45592 CHARLES HARR MD CHIEF MEDICAL OFFICER, RALEIGH 0 50.0 X 0 469703 24310 CHRISTINE CRAIG VP, GOVERNMENTAL AFFAIRS 0 60.0 X 0 323433 53241 CYNTHIA ALNESS-BOILY SVP, OPERATIONS & CNO 0 50.0 X 0 444877 45559 DEBRA LAUGHERY VP, MARKETING & COMMUNICATIONS 0 60.0 X 0 364093 35331 DOUG TROCINSKI MD CHIEF MEDICAL OFFICER, CARY ADMINISTRATION 0 60.0 X 0 315580 10687 GAYLA HARVEY VP, PAYOR STRATEGY & MANAGED CARE CONTRACTING 0 48.0 X 0 329968 31930 JEFF NEISEN VP, REVENUE CYCLE (UNTIL 9/24/2025) 0.0 55.0 X 0 299006 42559 JERONICA GOODWIN SVP, HUMAN RESOURCES & CHIEF PEOPLE OFFICER 0 65.0 X 0 381699 31637 JOHN PERRY MD VP, MEDICAL INFORMATION 0 60.0 X 0 402488 56041 KAREN BASH MD CHIEF MEDICAL OFFICER, NORTH 0 55.0 X 0 390579 33482 MICAH KREMPASKY MD CHIEF MEDICAL OFFICER, MENTAL HEALTH & WELL-BEING 0 60.0 X 0 364177 52670 PETER MARKS VP & CHIEF INFORMATION OFFICER 0 55.0 X 0 436680 21536 REBECCA ANDREWS SVP & ADMINISTRATOR RALEIGH 0 70.0 X 0 527134 34899 RICK SHRUM VP & CHIEF STRATEGY OFFICER 0 65.0 X 0 397363 48435 THOMAS CAVENDER VP, FACILITIES & CONSTRUCTION 0 60.0 X 0 368040 32091 THOMAS HUGHES SVP & ADMINISTRATOR CARY 0 57.0 X 0 340324 25640 VALERIE BARLOW SVP & ADMINISTRATOR NORTH 0 60.0 X 0 366514 53746 WAQUIAH ELLIS VP, NURSING 0.0 50.0 X 0 282141 39195 ASHISH PATEL MD PHYSICIAN 0 60.0 X 0 1631093 55720 BRYON BOULTON MD PHYSICIAN 0 62.0 X 0 1473309 52991 JUDSON WILLIAMS MD PHYSICIAN 0 82.0 X 0 1362737 52991 KEVIN MANOCHA MD PHYSICIAN 0 60.0 X 0 1324127 25781 TIMOTHY HARRIS MD PHYSICIAN 0 64.0 X 0 1291557 52878 KAREN CHILTON MD SVP & CHIEF QUALITY OFFICER, BOD, WAKEMED FOUNDATION 0 50.0 X 0 424297 20700 ROYLYN JOHNSON FORMER SECRETARY (UNTIL 2/07/2023) 0 0 X 0 128548 8611 SETH BRODY MD EVP, CHIEF PHYSICIAN EXECUTIVE 0 60.0 X 0 682594 20700 0 21279268 1314125 true true false JANI-KING 801 JONES FRANKLIN RD RALEIGH NC 27606 JANITORIAL SERVICES 1562325 MARLAMAR INC DBA CITY WIDE MAINTENANCE 7080 NC HWY 751 DURHAM NC 27707 JANITORIAL SERVICES 589978 GREENSCAPE PO BOX 9614 CHARLOTTE NC 282960104 LANDSCAPING SERVICES 537105 MG CAPITAL MAINTENANCE PO BOX 1370 MORRISVILLE NC 27560 JANITORIAL SERVICES 263606 INTERSTATE CONTRACTING CLEANING SERVICES INC 509 BLAIRHILL RD CHARLOTTE NC 28217 JANITORIAL SERVICES 250033 6 14731351 1574887 14731351 RELATED RENTAL INCOME 531112 36728798 36728798 0 0 0 0 36728798 2157008 2157008 0 0 11059535 0 9351221 714295 1708314 -714295 994019 994019 29750 15855 13895 13895 GAIN/LOSS IN QTS 206418 206418 INTEREST INCOME - GASB 159602 159602 PURCHASE DISCOUNTS 146 146 164 164 0 0 366330 54991401 37095128 0 3164922 354469 354469 177407 177407 2160032 1138029 484927 537076 66071 15343 24070 26658 114729 30298 40062 44369 84964 21689 30023 33252 6481 6481 10000 10000 127220 127220 122283 122283 4596848 4533536 32026 31286 3664 3664 578485 163 569157 9165 135003 135003 10186158 10186158 10183 10183 238 238 10276182 10275528 654 5093377 5093377 22314699 22306053 8646 426969 426969 WPS-REPAIRS & MAINTENANCE 4288699 4288699 BAD DEBT 696101 696101 WPS - OTHER EXP 70068 70068 MINOR EQUIPMENT 14848 14848 76348 0 76348 0 61991526 59628735 1550101 812690 3287149 1597290 1133911 5803380 7619258 13401283 9392430 2077217 0 0 0 0 2558927 6568135 0 1147181 1152451 575229595 141384579 408466877 433845016 42484677 46992570 0 4695596 4902014 247726 259364 481033732 516598720 15080172 15966141 44923 7635142 0 0 208914920 233303405 224040015 256904688 X 202097256 208180498 54896461 51513534 256993717 259694032 481033732 516598720 X -7000125 528924 9171516 X false true true false X X 1 WAKEMED 566017737 3 true 0 0 1 0 0 2436742 2256831 1880822 10902049 14731351 32207795 0 0 2436742 2256831 1880822 10902049 14731351 32207795 1078545 31129250 1104508 1304427 1578442 1687492 2157008 7831877 0 0 0 0 0 0 0 40039672 0 0.77746 0.7512 X true false false false false false false false false false false false false false false true SCHEDULE A, PART I PUBLIC CHARITY STATUS OF GROUP RETURN AFFILIATES WAKEMED FACULTY PRACTICE PLAN PUBLIC CHARITY STATUS: 509(A)(3) - BOX 12B WAKEMED PROPERTY SERVICES PUBLIC CHARITY STATUS: 509(A)(3) - BOX 12B WAKEMED FOUNDATION PUBLIC CHARITY STATUS: 509(A)(1) AND 170(B)(1)(A)(VI) - BOX 7 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4838774 504451 284154 98450 5528929 4543070 0 317647 0 21943 0 4838774 4444072 1000 196911 0 98913 0 4543070 4758605 69525 -303842 0 80216 0 4444072 4384089 49637 381557 0 56678 0 4758605 0.03 0.97 0.0 false false 48268559 48268559 215222472 75122488 140099984 19619384 7273438 12345946 7856455 4172139 3684316 284262725 54816514 229446211 433845016 FEDERAL INCOME TAXES CHARITABLE GIFT ANNUITY 17669 LONG TERM CAPITAL LEASE PAYABLE 233285736 DEFERRED LEASE INFLOW DEFERRED RENT EXPENSE DEFERRED LANDLORD INCENTIVES 233303405 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS ONE FUND IS INTENDED TO BENEFIT THE PEDIATRICS 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 EARNINGS OF THE SECOND FUND WILL BE USED TO SUPPORT THE ADVANCEMENT OF KNOWLEDGE AND CLINICAL SKILLS BY NURSES AND OTHER CERTIFIED HEALTHCARE WORKERS AT WAKEMED THROUGH ENROLLMENT IN UNDERGRADUATE OR GRADUATE DEGREE PROGRAMS OR QUALIFIED CEU SEMINARS AND TRAINING EVENTS. X X false CLAYS FOR A CAUSE 29750 29750 8001 7854 0 0 29750 29750 8001 7854 15855 13895 true SAFE CHILD 864 WEST MORGAN STREET RALEIGH NC 27603 561817816 501C3 50000 FMV 385 CHILDREN'S MEDICAL EVALUATIONS WAKE EMERGENCY PHYSICIANS PA 570 NEW WAVERLY PL STE 210 CARY NC 27518 561763695 21347 FMV WEPPA FELLOWSHIP ME FINE FOUNDATION 318 BLACKWELL ST STE 130 DURHAM NC 27701 201819368 501C3 30000 FMV SUPPORT OF PEDIATRIC PATIENTS & THEIR FAMILIES WAKEMED 3000 NEW BERN AVE RALEIGH NC 276101215 566017737 501C3 253122 FMV GENERAL SUPPORT - EMPLOYEE ASSISTANCE 3 1 EDUCATIONAL SCHOLARSHIPS 21 177407 SCHEDULE I, PART III EDUCATIONAL SCHOLARSHIPS THERE ARE CURRENTLY TWO SCHOLARSHIP PROGRAMS. THE HELTON ENDOWMENT SCHOLARSHIP FUND IS FOR EMPLOYEES. THE MEGAN CHAMP MORGAN SCHOLARSHIP FUND IS FOR DEPENDENTS, UP TO AGE 26, OF EMPLOYEES. THE EDUCATIONAL SCHOLARSHIPS ARE ADMINISTERED DIRECTLY TO THE UNIVERSITY OR COLLEGE IN THE RECIPIENT'S NAME. THE RECIPIENT MUST SUBMIT A COMPLETED APPLICATION, TWO PAGE LETTER TO WAKEMED FOUNDATION, TRANSCRIPT(S), AND THREE LETTERS OF REFERENCE. THE RECIPIENT MUST ALSO BE AVAILABLE FOR AN INTERVIEW WITH THE APPLICABLE SCHOLARSHIP COMMITTEE. ALL UNSPENT FUNDS ARE RETURNED TO THE APPROPRIATE SCHOLARSHIP FUND AT THE WAKEMED FOUNDATION. THE RECIPIENT OF A HELTON SCHOLARSHIP MUST REMAIN EMPLOYED AT WAKEMED FOR TWO YEARS AFTER THE AWARD; OTHERWISE, THE STUDENT MUST RETURN THE FUNDS RECEIVED TO THE HELTON FUND AT THE WAKEMED FOUNDATION. THE WAKEMED EMPLOYED PARENT OF A RECIPIENT OF A MEGAN CHAMP MORGAN SCHOLARSHIP MUST REMAIN EMPLOYED FOR TWO YEARS AFTER THE AWARD. THE STUDENT MUST MAINTAIN A 2.5 GPA. THE RECIPIENT MUST SUBMIT PROOF OF STUDY COMPLETION (TRANSCRIPTS, FINAL GRADES, ETC.) TO THE APPLICABLE SCHOLARSHIP COMMITTEE WITHIN 90 DAYS OF COMPLETION. SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS GRANTS ARE MADE TO ELIGIBLE 501(C) ORGANIZATIONS. GRANT RECIPIENTS MUST SUBMIT IMPACT/PROGRESS UPDATES. false false false false false false false true false MICHAEL FERGUSON MD BOD, WAKEMED FOUNDATION 0 646313 0 251985 0 3042 0 20700 0 32291 0 954331 0 0 ANGELA GANTT HOLLIDAY MD BOD, WAKEMED FOUNDATION 0 473594 0 80803 0 797 0 20700 0 21858 0 597752 0 0 RASHEEDA MONROE MD BOD, WAKEMED FOUNDATION 0 366000 0 4296 0 393 0 15080 0 16353 0 402122 0 0 DONALD GINTZIG PRESIDENT & CEO 0 1386023 0 735700 0 72180 0 20700 0 3909 0 2218512 0 0 THOMAS GOUGH EVP & CHIEF OPERATING OFFICER 0 659477 0 2000 0 21398 0 20700 0 432 0 704007 0 0 DAVID NUSSMAN VP, COMPLIANCE & PRIVACY OFFICER INTERIM 0 156643 0 2000 0 124 0 10069 0 32178 0 201014 0 0 STEPHANIE SESSOMS EVP & CHIEF FINANCIAL OFFICER 0 419010 0 2000 0 2958 0 18959 0 24685 0 467612 0 0 CYNTHIA ALNESS-BOILY SVP, OPERATIONS & CNO 0 420564 0 2000 0 22313 0 17617 0 27942 0 490436 0 0 REBECCA ANDREWS SVP & ADMINISTRATOR RALEIGH 0 501669 0 2000 0 23465 0 20700 0 14199 0 562033 0 0 VALERIE BARLOW SVP & ADMINISTRATOR NORTH 0 363621 0 2000 0 893 0 20700 0 33046 0 420260 0 0 KAREN BASH MD CHIEF MEDICAL OFFICER, NORTH 0 384560 0 1000 0 5019 0 20700 0 12782 0 424061 0 0 THOMAS CAVENDER VP, FACILITIES & CONSTRUCTION 0 344883 0 2000 0 21157 0 20700 0 11391 0 400131 0 0 CHRISTINE CRAIG VP, GOVERNMENTAL AFFAIRS 0 304310 0 2000 0 17123 0 18910 0 34331 0 376674 0 0 WAQUIAH ELLIS VP, NURSING 0 279716 0 2000 0 425 0 17310 0 21885 0 321336 0 0 JERONICA GOODWIN SVP, HUMAN RESOURCES & CHIEF PEOPLE OFFICER 0 379109 0 2000 0 590 0 20246 0 11391 0 413336 0 0 CHARLES HARR MD CHIEF MEDICAL OFFICER, RALEIGH 0 462440 0 1000 0 6263 0 20700 0 3610 0 494013 0 0 GAYLA HARVEY VP, PAYOR STRATEGY & MANAGED CARE CONTRACTING 0 325767 0 2000 0 2201 0 19939 0 11991 0 361898 0 0 THOMAS HUGHES SVP & ADMINISTRATOR CARY 0 336823 0 2000 0 1501 0 20625 0 5015 0 365964 0 0 CAROLYN KNAUP SVP, STRATEGIC VENTURES & AMBULATORY OPERATIONS 0 395406 0 2000 0 19390 0 20700 0 24892 0 462388 0 0 MICAH KREMPASKY MD CHIEF MEDICAL OFFICER, MENTAL HEALTH & WELL-BEING 0 347630 0 16004 0 543 0 20700 0 31970 0 416847 0 0 DEBRA LAUGHERY VP, MARKETING & COMMUNICATIONS 0 341047 0 2000 0 21046 0 20519 0 14812 0 399424 0 0 BRIAN LYNDE VP & CHIEF LEGAL OFFICER 0 341347 0 2000 0 20716 0 18064 0 20467 0 402594 0 0 PETER MARKS VP & CHIEF INFORMATION OFFICER 0 416145 0 2000 0 18535 0 19571 0 1965 0 458216 0 0 JEFF NEISEN VP, REVENUE CYCLE (UNTIL 9/24/2025) 0 286750 0 11000 0 1256 0 17667 0 24892 0 341565 0 0 JOHN PERRY MD VP, MEDICAL INFORMATION 0 397641 0 2000 0 2847 0 20700 0 35341 0 458529 0 0 RICK SHRUM VP & CHIEF STRATEGY OFFICER 0 392583 0 2000 0 2780 0 20700 0 27735 0 445798 0 0 DOUG TROCINSKI MD CHIEF MEDICAL OFFICER, CARY ADMINISTRATION 0 313213 0 1000 0 1367 0 9496 0 1191 0 326267 0 0 BRYON BOULTON MD PHYSICIAN 0 1140071 0 331528 0 1710 0 20700 0 32291 0 1526300 0 0 TIMOTHY HARRIS MD PHYSICIAN 0 828442 0 459152 0 3963 0 20700 0 32178 0 1344435 0 0 KEVIN MANOCHA MD PHYSICIAN 0 448253 0 875461 0 413 0 11340 0 14441 0 1349908 0 0 ASHISH PATEL MD PHYSICIAN 0 806502 0 822517 0 2074 0 20700 0 35020 0 1686813 0 0 JUDSON WILLIAMS MD PHYSICIAN 0 1018803 0 342836 0 1098 0 20700 0 32291 0 1415728 0 0 KAREN CHILTON MD SVP & CHIEF QUALITY OFFICER, BOD, WAKEMED FOUNDATION 0 421646 0 2000 0 651 0 20700 0 0 0 444997 0 0 ROYLYN JOHNSON FORMER SECRETARY (UNTIL 2/07/2023) 0 124836 0 2000 0 1712 0 7752 0 859 0 137159 0 0 SETH BRODY MD EVP, CHIEF PHYSICIAN EXECUTIVE 0 677387 0 2000 0 3207 0 20700 0 0 0 703294 0 0 SCHEDULE J, PART I, LINE 7 WAKEMED HAS INCENTIVE-BASED PROGRAMS THAT ARE DRIVEN BY ACCOMPLISHING TARGETS ASSOCIATED WITH QUALITY OF CARE FOR DISCHARGE INSTRUCTIONS, PATIENT SATISFACTION AND MINIMUM OPERATING BENEFITS. 28 1574887 MARKET VALUE false true false SCHEDULE M, PART I, LINE 9 SUPPLEMENTAL INFORMATION PART I, COLUMN (B) THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, LINE 15 LINE 15A & B ALL COMPENSATION REPORTED ON PART VII OF THE FORM 990 IS PAID BY WAKEMED HOSPITAL, A COMMON PAYMASTER. WAKEMED HOSPITAL'S HUMAN RESOURCE DEPARTMENT REGULARLY REVIEWS THE COMPENSATION FOR THE CEO, OFFICERS, AND KEY EMPLOYEES. THE FACILITY REGULARLY USES AN INDEPENDENT CONSULTING FIRM AS A SOURCE OF COMPENSATION INFORMATION, BENCHMARKING, AND TO REVIEW TO ENSURE CONSISTENT AND FAIR COMPENSATION PRACTICES. THE CEO'S COMPENSATION IS APPROVED BY THE WAKEMED GOVERNING BOARD. FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY EIGHT MEMBERS OF THE BOARD ARE APPOINTED TO THE BOARD OF DIRECTORS BY WAKE COUNTY. FORM 990, PART VI, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS 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 OF LIENS. FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY THE 990 AND SCHEDULES ARE REVIEWED BY THE FINANCE COMMITTEE OF THE WAKEMED BOARD OF DIRECTORS WHO THEN RECOMMEND APPROVAL TO THE WAKEMED BOARD OF DIRECTORS. A FINAL COPY IS PROVIDED TO THE WAKEMED BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY THE ORGANIZATION ENFORCES THE CONFLICT OF INTEREST POLICY IN VARIOUS WAYS. EACH YEAR MEMBERS OF THE WAKEMED BOARD, COMMITTEES WITH BOARD-DELEGATED POWER, THE CEO, CORPORATE STAFF, EXECUTIVE STAFF, DIRECTORS AND MANAGERS ARE REQUIRED TO COMPLETE AND SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE. THESE INDIVIDUALS ARE REQUIRED TO PROVIDE WRITTEN DOCUMENTATION OF ANY POTENTIAL CONFLICT OF INTEREST, IDENTIFYING MATERIAL FINANCIAL INTEREST AND/OR PERSONAL CONFLICTS OF INTEREST. REMEDIAL MEASURES IMPLEMENTED ADDRESSING 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, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC THE 990 IS AVAILABLE BY REQUEST AND IS PUBLISHED ON GUIDESTAR AND OTHER WEBSITES. FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE ONLINE AT EMMA, ELECTRONIC MUNICIPAL MARKET ACCESS (HTTPS://EMMA.MSRB.ORG) 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. GOVERNING DOCUMENTS ARE AVAILABLE THROUGH THE SECRETARY OF STATE'S OFFICE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE TO EMPLOYEES (BUT NOT POSTED PUBLICLY). THE FOUNDATION HAS A CONFLICT OF INTEREST POLICY. DIRECTORS SIGN A STATEMENT CONFIRMING THAT THEY HAVE RECEIVED, READ, AND UNDERSTAND THE POLICY WHICH IS INCORPORATED IN THE WAKEMED FOUNDATION BYLAWS. FURTHER, DIRECTORS SIGN THAT THEY HAVE NO KNOWLEDGE OF ANY CONFLICTS OF INTEREST. FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (E) ALL EMPLOYEES OF THE SUBORDINATE ORGANIZATIONS, INCLUDED THOSE REPORTED ON THE WAKEMED GROUP RETURN, ARE PAID BY THE PARENT ORGANIZATION, WAKEMED. FORM 990, PART VIII, LINE 11D OTHER MISCELLANEOUS REVENUE ALL OTHER REVENUE - TOTAL REVENUE: 164, RELATED OR EXEMPT FUNCTION REVENUE: 164, UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: ; FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES TRANSFERS BETWEEN AFFILIATES - 6743445; TRANSFER OF FIXED ASSETS - 2428071; TOTAL - 9171516; WAKEMED 3000 NEW BERN AVENUE RALEIGH NC 27610 566017737 HOSPITAL NC 501(C)(3) 3 NA false QUALITY TEXTILE SERVICES 313 SOUTH ROGERS LANE RALEIGH NC 27610 561943802 TEXTILE SERVICES NC NA C CORPORATION 0.5 false false true false false false false false false false true true false false false false false false true true WAKEMED B 5093377 FMV WAKEMED J 11094591 FMV WAKEMED K 1163591 FMV WAKEMED R 11747969 FMV WAKEMED B 253122 FMV WAKEMED S 50342382 FMV WAKEMED (PARENT) 3000 NEW BERN AVENUE RALEIGH NC 27610 566017737 WAKE WAKEMED FACULTY PRACTICE PLAN 3000 NEW BERN AVENUE RALEIGH NC 27610 237169178 WAKE WAKEMED PROPERTY SERVICES 3000 NEW BERN AVENUE RALEIGH NC 27610 561133894 WAKE WAKEMED FOUNDATION 3000 NEW BERN AVENUE RALEIGH NC 27610 561916549 WAKE WAKEMED 3000 NEW BERN AVENUE RALEIGH NC 27610 900893457 WAKE