2026-08-17T12:11:41+00:00 2025-09-30 346565596 ERNST & YOUNG US LLP 1020 SPRING STREET NW ATLANTA GA 30309 990 2024-10-01 566017737 WAKEMED WAKE 9193500522 3000 NEW BERN AVE RALEIGH NC 276101215 STEPHANIE T SESSOMS EXECUTIVE VICE PRESIDENT, CFO 9193500522 2026-08-17 true AERRIAL M ORR P01598400 4048748300 2026-08-17 2024 2025-03-06 01:10:19Z SEE SCHEDULE O DONALD GINTZIG 3000 NEW BERN AVE RALEIGH NC 276101215 2885637652 false X WWW.WAKEMED.ORG X 1965 NC THE MISSION OF WAKEMED IS TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY WITH OUTSTANDING AND COMPASSIONATE CARE TO ALL. 14 10 14802 1335 11227204 0 4849160 8206238 2268304727 2556093924 23071238 33727561 2134877 1014355 2298360002 2599042078 2249457 2446070 0 0 1257451327 1384023708 0 0 1027076443 1098180968 2286777227 2484650746 11582775 114391332 1971085645 2162209554 1085230262 1116815419 885855383 1045394135 X THE MISSION OF WAKEMED IS TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY WITH OUTSTANDING AND COMPASSIONATE CARE TO ALL. false false 677013734 702272261 SURGICAL SERVICES WAKEMED PROVIDES SURGICAL SERVICES IN FIVE LOCATIONS THROUGHOUT THE COUNTY: WAKEMED RALEIGH CAMPUS, WAKEMED CARY HOSPITAL, WAKEMED NORTH, HOLLY SPRINGS SURGICAL VENTURES AND CAPITAL CITY SURGERY CENTER OF WHICH WAKEMED IS A MAJORITY INVESTOR. BY DELIVERING SURGICAL SERVICES TO ALL WHO SEEK CARE REGARDLESS OF THEIR ABILITY TO PAY AND BY HAVING INPATIENT SERVICES IN THREE DISTINCT LOCATIONS THROUGHOUT THE COUNTY, WAKEMED HAS IMPROVED ACCESS TO THESE NEEDED SERVICES. WAKEMED'S WIDE RANGE OF SURGICAL SPECIALTIES INCLUDE BARIATRIC, CARDIOVASCULAR AND THORACIC, ENT, HEAD AND NECK, ADULT AND PEDIATRIC GASTROINTESTINAL, GENERAL, NEUROSURGERY, OBSTETRICS AND GYNECOLOGY, ORTHOPEDICS, PEDIATRIC, UROLOGY, AND VASCULAR. AS WAKE COUNTY'S ONLY STATE DESIGNATED LEVEL 1 TRAUMA CENTER, WAKEMED PROVIDES COMPREHENSIVE TRAUMA SURGERY FOR GENERAL, ORTHOPEDIC, NEUROSURGERY, AND VASCULAR TRAUMA PATIENTS. BECAUSE ACCESS TO SPECIALTY CARE CONTINUES TO BE A KEY HEALTH CONCERN FACING OUR COMMUNITY, WAKEMED HAS EXPANDED ITS NETWORK OF SPECIALISTS THROUGH WAKEMED PHYSICIANS WHO PROVIDE SUBSPECIALTY CARE TO THE UNINSURED AND UNDERINSURED IN OUR COMMUNITY. OUR STAFF WORKS WITH THE PATIENT TO DISCOUNT THEIR FEES BASED ON INDIVIDUAL INCOME AND NEED. MANY PHYSICIANS ON THE MEDICAL STAFF CONTINUE THIS PRACTICE OF PROVIDING QUALITY CARE TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. IN FISCAL YEAR 2025, OUR SURGICAL PATIENTS INCLUDED 31.4% WHO WERE INSURED UNDER MEDICARE, 14.6% WHO WERE INSURED UNDER MEDICAID, AND 3.3% WHO WERE UNINSURED (OR "SELF-PAY OR CHARITY CARE"). 308581425 293178601 HEART CENTER WAKEMED'S HEART AND VASCULAR PROGRAM IS ONE OF THE LARGEST AND MOST COMPREHENSIVE CARDIOVASCULAR PROGRAMS IN THE STATE OF NORTH CAROLINA. THIS YEAR, 21,030 CARDIOVASCULAR PROCEDURES WERE PERFORMED INCLUDING SURGERY, DIAGNOSTIC AND INTERVENTIONAL CARDIAC CATHETERIZATIONS AND ELECTROPHYSIOLOGY STUDIES. THOUSANDS MORE PATIENTS WERE TREATED MEDICALLY AS IN AND OUTPATIENTS THROUGHOUT THE SYSTEM. IN FISCAL YEAR 2025, OUR CARDIAC PATIENTS INCLUDED 61.4% WHO WERE INSURED UNDER MEDICARE, 8.0% WHO WERE INSURED UNDER MEDICAID, AND 2.2% WHO WERE UNINSURED (OR "SELF-PAY OR CHARITY CARE"). WAKEMED HEALTH & HOSPITALS HAS CONSISTENTLY BEEN NATIONALLY RECOGNIZED FOR EXCELLENCE IN BOTH STROKE AND HEART CARE. WAKEMED RALEIGH CAMPUS AND WAKEMED CARY HOSPITAL RECEIVED RECOGNITION FROM THE AMERICAN HEART ASSOCIATION AND THE AMERICAN STROKE ASSOCIATION THROUGH THEIR "GET WITH THE GUIDELINES (GWTG)" AWARDS, EACH EARNING GOLD PLUS ACHIEVEMENT AWARDS FOR BOTH STROKE CARE AND FOR HEART FAILURE CARE. THESE RECOGNITIONS SIGNIFY THAT WAKEMED HAS REACHED AN AGGRESSIVE GOAL OF TREATING BOTH STROKE AND HEART FAILURE PATIENTS ACCORDING TO THE GUIDELINES OF CARE RECOMMENDED BY THE AMERICAN STROKE ASSOCIATION, AMERICAN HEART ASSOCIATION, AND AMERICAN COLLEGE OF CARDIOLOGY. BOTH WAKEMED CARY HOSPITAL AND WAKEMED RALEIGH CAMPUS RECEIVED CHEST PAIN CENTER ACCREDITATION BY THE SOCIETY OF CARDIOVASCULAR PATIENT CARE, AND BOTH RECEIVED THE JOINT COMMISSION ADVANCED CERTIFICATION FOR PRIMARY STROKE CENTER. IN ADDITION, WAKEMED RALEIGH CAMPUS RECEIVED A THREE STAR RATING FROM THE SOCIETY OF THORACIC SURGEONS, IS RATED A TOP 50 CARDIOVASCULAR HOSPITAL BY IBM WATSON HEALTH, AND RECEIVED THE 2021 CIGNA CENTER OF EXCELLENCE DESIGNATION FOR HEART SURGERY & CARDIAC CATHETERIZATION AND ANGIOPLASTY. WAKEMED IS THE FIRST US HEALTH CARE SYSTEM TO IMPLEMENT ENHANCED RECOVERY AFTER CARDIAC SURGERY, WHICH CAUSE IT TO BE THE FIRST HOSPITAL TO BE NAMED A CENTER OF EXCELLENCE BY THE ERAS SOCIETY. A KEY SUPPORT SERVICE FOR OUR COMMUNITY, WAKEMED MOBILE CRITICAL CARE SERVICES IS A COMPREHENSIVE MEDICAL TRANSPORT PROGRAM THAT IMPROVES ACCESS TO ACUTE CARE AND FACILITATES TRANSPORT INTO, OUT OF, AND ACROSS THE HEALTH CARE SYSTEM. WAKEMED MOBILE CRITICAL CARE SERVICES TRANSPORTS PATIENTS THROUGHOUT THE REGION AND STATE. IN FY2025, THE TEAM TRANSPORTED 23,103 PATIENTS. 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. WE KNOW THAT TEACHING PATIENTS ABOUT THEIR RISK FACTORS FOR HEART DISEASE AND ENCOURAGING HEALTHY BEHAVIORS THROUGH LIFESTYLE CHANGES BUILDS A FOUNDATION FOR A HEALTHIER POPULATION. THUS, 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 DIABETES. FREE EDUCATION PROGRAMS ARE OFFERED REGULARLY FOR OUR PATIENTS, THEIR FAMILY MEMBERS AND THE COMMUNITY TO COMPLEMENT OUR COMPREHENSIVE CARE SERVICES. BECAUSE THE FASTEST INTERVENTION PROVIDES THE BEST OUTCOMES, ALL OF WAKEMED'S EMERGENCY DEPARTMENTS ARE CERTIFIED CHEST PAIN CENTERS. WAKEMED RALEIGH CAMPUS AND CARY HOSPITAL ARE DESIGNATED PRIMARY STROKE CENTERS. ADDITIONALLY, WAKEMED'S HEART CENTER PROVIDES FREE HEALTH SCREENINGS THROUGHOUT THE COMMUNITY INCLUDING CHOLESTEROL SCREENINGS, BLOOD PRESSURE CHECKS, VASCULAR SCREENINGS, AND STROKE ASSESSMENTS. THESE SCREENINGS ARE DESIGNED TO BE A SECONDARY PREVENTION ACTIVITY TO DETECT EARLY ONSET OF DISEASE OR ILLNESS. WAKEMED HEART & VASCULAR PROVIDES NUMEROUS OPPORTUNITIES FOR HEART HEALTH EDUCATION AND CPR TRAINING IN THE COMMUITY. ONE OF OUR KEY OUTREACH PROGRAMS IS CPR ANYTIME. THIS PROGRAM IS PROVIDED AT MULTIPLE LOCATIONS IN WAKE COUNTY THROUGHOUT THE YEAR AND THE CPR ANYTIME KITS ARE PROVIDED AT NO COST TO PARTICIPANTS. WAKEMED DOES MAKE THE OPPORTUNITY FOR DONATIONS AVAILABLE TO HELP UNDERWRITE SOME OF THE COST AND ALLOW THE PROGRAM TO CONTINUE TO GROW. DONATIONS COVER LESS THAN 5% OF THE OVERALL COST. 179342450 350387693 EMERGENCY SERVICES A CRITICAL ISSUE FACING WAKE COUNTY RESIDENTS CONTINUES TO BE ACCESS TO AFFORDABLE HEALTH CARE. TO ADDRESS THIS CHALLENGE, WAKEMED HAS STRATEGICALLY PLACED SIX FULL-SERVICE, EMERGENCY DEPARTMENTS IN KEY GEOGRAPHIC AREAS THROUGHOUT THE COUNTY IN RALEIGH, CARY, NORTH RALEIGH, APEX, BRIER CREEK, AND GARNER. LOCATED IN RALEIGH, WAKEMED ALSO OPERATES THE ONLY CHILDREN'S EMERGENCY DEPARTMENT IN THE COUNTY. BECAUSE PHYSICIAN AVAILABILITY IS KEY TO OPENING ACCESS TO CARE, WAKEMED'S PHYSICIAN PRACTICES, HEALTHPLEXES, AND OUTPATIENT SERVICES ARE CONVENIENTLY POSITIONED THROUGH THE AREA. WAKEMED IS AMONG THE TOP THREE VOLUME PROVIDERS OF EMERGENCY CARE IN NORTH CAROLINA. WAKEMED'S RALEIGH CAMPUS IS ALSO HOME TO WAKE COUNTY'S ONLY LEVEL 1 TRAUMA CENTER, THE HIGHEST DESIGNATION AWARDED TO TRAUMA CENTERS IN NORTH CAROLINA. WAKEMED CARY HOSPITAL EMERGENCY DEPARTMENT IS A LEVEL III TRAUMA CENTER. OUR TRAUMA SERVICES INCLUDE 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 25, 16.3% OF OUR TOTAL EMERGENCY PATIENTS WERE INSURED UNDER MEDICARE; 31.7% WERE INSURED UNDER MEDICAID; AND 10.6% WERE UNINSURED SELF-PAY/CHARITY CARE. OVER 40% OF ALL PATIENTS SEEN IN OUR EMERGENCY DEPARTMENTS ARE EITHER MEDICAID OR UNINSURED PATIENT, RESULTING IN WAKEMED PROVIDING CARE OF AN ESTIMATED 71.1% OF WAKE COUNTY'S UNINSURED AND MEDICAID PATIENTS. ALL STAND-ALONE LOCATIONS SERVE AREAS WHICH ARE OTHERWISE UNDERSERVED. 1050768482 2446070 1210037532 OTHER PROGRAM SERVICES INCLUDE HOSPITAL IN AND OUTPATIENT ANCILLARY CARE SERVICES IN OTHER SPECIALTY AREAS NOT LISTED ABOVE. 1050768482 2446070 1210037532 2215706091 true true false true false false false false false true true false false true true true false true false false true false false false false false true true true true true true false false false false false false false false true false false false false false true true true true false false true X 480 0 true 14802 true true true true CJ false false false false false false false false true false X 14 10 false false false false false true true true true false false false true true true true true true true false true true NC X STEPHANIE T SESSOMS EXECUTIVE VICE PRESIDENT CFO 9193500522 3000 NEW BERN AVENUE RALEIGH NC 27610 CHRISTINA ALVARADO SHANAHAN BOARD MEMBER 1.8 1.8 X 0 0 0 DAN BLUE III BOARD MEMBER 2.1 2.1 X 0 0 0 FRED ANDERSON BOARD MEMBER 1.4 1.4 X 0 0 0 J BLOUNT WILLIAMS BOARD MEMBER 1.6 1.6 X 0 0 0 JAMES ANTHONY PENRY BOARD MEMBER 1.4 1.4 X 0 0 0 KEEMIA SHAW BOARD MEMBER 1.2 1.2 X 0 0 0 LAURA K HELTON MD BOARD MEMBER 1.8 1.8 X 0 0 0 MARGARET BRATTON BOARD MEMBER, VICE CHAIR 1.8 1.8 X 0 0 0 MARY NASH RUSHER BOARD MEMBER, SECRETARY 2.1 2.1 X 0 0 0 MICHAEL PAINTER BOARD MEMBER 1.8 1.8 X 0 0 0 PETER M SCOTT III BOARD MEMBER 1.8 1.8 X 0 0 0 ROBERT C RICE JR BOARD MEMBER (UNTIL 5/25/2025) 2.1 2.1 X 0 0 0 SATISH GARIMELLA BOARD MEMBER 1.6 1.6 X 0 0 0 SONIA BARNES BOARD MEMBER 2.1 2.1 X 0 0 0 THAD L MCDONALD MD BOARD MEMBER, CHAIR 3.2 3.2 X 0 0 0 DAVID NUSSMAN VP, COMPLIANCE & PRIVACY OFFICER INTERIM 55.0 0 X 158767 0 42247 DIONNE WHITAKER OFFICER-SECRETARY 50.0 0 X 89612 0 8027 DONALD GINTZIG PRESIDENT & CEO 80.0 0 X 2193903 0 24609 STEPHANIE SESSOMS EVP & CHIEF FINANCIAL OFFICER 65.0 0 X 423968 0 43644 THOMAS GOUGH EVP & CHIEF OPERATING OFFICER 70.0 0 X 682875 0 21132 BRIAN LYNDE VP, CHIEF LEGAL OFFICER 55.0 0 X 364063 0 38531 CAROLYN KNAUP SVP, STRATEGIC VENTURES & AMBULATORY OPERATIONS 55.0 0 X 416796 0 45592 CHARLES HARR MD CHIEF MEDICAL OFFICER, RALEIGH 50.0 0 X 469703 0 24310 CHRISTINE CRAIG VP, GOVERNMENTAL AFFAIRS 60.0 0 X 323433 0 53241 CYNTHIA ALNESS-BOILY SVP, OPERATIONS & CNO 50.0 0 X 444877 0 45559 DEBRA LAUGHERY VP, MARKETING & COMMUNICATIONS 60.0 0 X 364093 0 35331 DOUG TROCINSKI MD CHIEF MEDICAL OFFICER, CARY ADMINISTRATION 60.0 0 X 315580 0 10687 GAYLA HARVEY VP, PAYOR STRATEGY & MANAGED CARE CONTRACTING 48.0 0 X 329968 0 31930 JERONICA GOODWIN SVP, HUMAN RESOURCES & CHIEF PEOPLE OFFICER 65.0 0 X 381699 0 31637 JOHN PERRY MD VP, MEDICAL INFORMATION 60.0 0 X 402488 0 56041 KAREN BASH MD CHIEF MEDICAL OFFICER, NORTH 55.0 0 X 390579 0 33482 KAREN CHILTON MD SVP & CHIEF QUALITY OFFICER 50.0 0.0 X 424297 0 20700 MICAH KREMPASKY MD CHIEF MEDICAL OFFICER, MENTAL HEALTH & WELL-BEING 60.0 0 X 364177 0 52670 PETER MARKS VP & CHIEF INFORMATION OFFICER 55.0 0 X 436680 0 21536 REBECCA ANDREWS SVP & ADMINISTRATOR RALEIGH 70.0 0 X 527134 0 34899 RICK SHRUM VP & CHIEF STRATEGY OFFICER 65.0 0 X 397363 0 48435 SETH BRODY MD EVP, CHIEF PHYSICIAN EXECUTIVE 60.0 0 X 682594 0 20700 THOMAS CAVENDER VP, FACILITIES & CONSTRUCTION 60.0 0 X 368040 0 32091 THOMAS HUGHES SVP & ADMINISTRATOR CARY 57.0 0 X 340324 0 25640 VALERIE BARLOW SVP & ADMINISTRATOR NORTH 60.0 0 X 366514 0 53746 ASHISH PATEL MD PHYSICIAN 60.0 0 X 1631093 0 55720 BRYON BOULTON MD PHYSICIAN 62.0 0 X 1473309 0 52991 JUDSON WILLIAMS MD PHYSICIAN 82.0 0 X 1362737 0 52991 KEVIN MANOCHA MD PHYSICIAN 60.0 0 X 1324127 0 25781 TIMOTHY HARRIS MD PHYSICIAN 64.0 0 X 1291557 0 52878 ROYLYN JOHNSON FORMER SECRETARY (UNTIL 2/07/2023) 0 X 128548 0 8611 18870898 0 1105389 3051 true true false MORRISON HEALTHCARE PO BOX 102289 ATLANTA GA 303682289 FOOD & NUTRITION SERVICES 18259942 EAST CAROLINA ANESTHESIA ASSOCIATES PLLC 2430 EMERALD PLACE GREENVILLE NC 27834 ANESTHESIA SERVICES 6687977 UNC SCHOOL OF MEDICINE 145 MEDICAL CENTER DR STE 400 CB 9515 CHAPEL HILL NC 275999515 RESIDENT FEES 4425729 FRESENIUS MEDICAL CARE - BMA WAKE - GREATER WAKE AREA ACUTES 16343 COLLECTION CENTER DRIVE CHICAGO IL 60693 HEMODIALYSIS TREATMENTS 3681416 LABORATORY CORPORATION OF AMERICA PO BOX 12140 BURLINGTON NC 272162140 DIAGNOSTIC TESTING SERVICES 3570880 131 253122 7300114 653002 8206238 PATIENT SERVICES 622110 2422214923 2422214923 NON-PATIENT SERVICES 621500 9175792 9175792 CAFETERIA 722210 7819623 7819623 PURCH DISCNTS/REBATES/VHA 900099 7263922 7263922 OTHER OPERATING REVENUE 900099 97941415 1622828 96318587 11678249 10975520 702729 0 2556093924 19156100 -274145 19430245 1383782 151590 1232192 0 1232192 1232192 294311182 6704263 286143307 300677 8167875 6403586 14571461 14571461 GAIN FROM JOINT VENTURES 900099 -217837 -217837 0 0 0 0 -217837 2599042078 2440236528 11227204 139372108 2302157 2302157 143913 143913 0 0 12663244 10130595 2532649 1139361761 968457497 170904264 48133795 40913726 7220069 108259180 92020303 16238877 75605728 64264869 11340859 1902139 1788011 114128 647949 609072 38877 461074 433410 27664 400830 376780 24050 152910452 143735825 9174627 0 6832686 6422725 409961 64323756 60464331 3859425 17385760 16342614 1043146 69268139 65112051 4156088 1393440 1309834 83606 1334816 1254727 80089 24518527 24518527 61667261 61667261 10775890 10129337 646553 MEDICAL SUPPLIES 416603054 391606871 24996183 MEDICAID ASSESSMENTS 155141673 145833173 9308500 REPAIRS & MAINTENANCE 45362811 42641042 2721769 MINOR EQUIPMENT 11932408 11216464 715944 55318303 52010976 3307327 0 2484650746 2215706091 268944655 0 57185 57675 585376695 747864220 80633 49677 463244482 461725545 0 0 0 0 300998 2300998 33697670 35411688 17586650 16733588 1998211725 1426418736 584359096 571792989 163934478 193023193 0 0 0 821049 122447758 132428932 1971085645 2162209554 323701576 362281928 0 0 555474 3601133 677154166 676697599 0 0 0 0 0 0 0 0 83819046 74234759 1085230262 1116815419 X 885515894 1045042725 339489 351410 0 0 0 0 0 0 885855383 1045394135 1971085645 2162209554 X 114391332 57064354 -11916934 X false true true true true X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.0 0 0 X 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 649411 false false 649411 false SCHEDULE C, PART II-B, LINE 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY WAKEMED AND ITS OFFICE OF GOVERNMENT AFFAIRS WORK TO MAINTAIN AND STRENGTHEN EFFECTIVE RELATIONSHIPS WITH LEGISLATORS AND POLICY MAKERS AT 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. IN ADDITION, WAKEMED PAID ANNUAL DUES TO VARIOUS HOSPITAL ASSOCIATIONS. THESE HOSPITAL ASSOCIATIONS CONDUCT LOBBYING ACTIVITIES ON BEHALF OF ITS MEMBERS, AND AS SUCH, A PORTION OF THE HOSPITAL DUES ARE ALLOCATED TO LOBBYING. 339489 11934 0 13 351410 330648 10379 0 1538 339489 332661 2999 5012 330648 336018 1785 5142 332661 336090 5193 5265 336018 0.0 1.0 0.0 false false 3864369 3864369 791675376 477008854 314666522 82123493 48728701 33394792 985557548 813004646 172552902 134990939 87676535 47314404 571792989 OTHER EQUITY INVESTMENTS 48594409 RESTRICTED FUNDS 33649223 DESIGNATED FUNDS 24807300 PREPAID PENSION 22007336 NOTES RECEIVABLE - OTHER 3370664 INTANGIBLE ASSETS 132428932 FEDERAL INCOME TAXES ACCRUED CLAIMS PAYABLE 20991011 ST SUBSCRIPTION LIABILITY, INCL INTEREST 16142438 FV INT RATE SWAP-DEFERRED 14167304 CAPITALIZED LT LEASES 11089531 PENSION DEFERRED INFLOW 6973382 DEFERRED REFUND GAIN 2012A 6500049 DUKE ENDOWMENT - BRIDGE TO HEALTH 600000 OTHER DEFERRED INFLOWS OF RESOURCES 314906 BCBS AHEC TALENT PIPELINE MANAGEMENT 83309 N3CN COLLABORATIVE CARE CAPACITY 55571 DEFERRED LANDLORD INCENTIVES & RENT -8470 TOTAL DUE TO THIRD-PARTY PAYOR -2674272 74234759 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE D, PART V, LINE 4 THE ALLEN TRUST ENDOWMENT FUNDS ARE USED TO PROVIDE POOR AND INDIGENT PATIENTS WITH NEEDED PRIVATE NURSING CARE. WAKEMED DEFINES 'POOR AND INDIGENT' AS THOSE WITH A FINANCIAL CLASS OF SELF-PAY OR MEDICAID. THE SITTER PROVIDING PRIVATE NURSING CARE MAY BE EITHER IN THE HOSPITAL OR IN A HOME SETTING. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS INSURANCE PREMIUMS/EXPENSE 8590966 0 0 0 0 0 0 8590966 0 8590966 true false true false false false SCHEDULE F, PART I, LINE 3 METHOD USED TO ACCOUNT FOR EXPENDITURES ON ORG'S FINANCIAL STATEMENTS CENTRAL AMERICA AND THE CARIBBEAN-ACCRUAL SCHEDULE F, PART V true true X true X 250 true X true true false true true 101753098 101753098 0.04095 248011803 397761633 0 0.0 2015 3069 0 0.0 0 0 349766916 397764702 101753098 0.04095 11603356 250000 11353356 0.00457 19718014 9868580 9849434 0.00396 0 0.0 0 0.0 1733225 1733225 0.00070 0 0 33054595 10118580 22936015 0.00923 0 0 382821511 407883282 124689113 0.05018 0 0.0 116880 116880 0.00005 658182 658182 0.00026 0 0.0 0 0.0 0 0.0 0 0.0 4817966 4817966 0.00194 0 0.0 0 0 5593028 0 5593028 0.00225 true 25663120 0 588678139 830736816 -242058677 X true true CAPITAL CITY SURGERY SURGERY 0.51 0 0.4796 2 1 WAKEMED RALEIGH CAMPUS 3000 NEW BERN AVENUE RALEIGH NC 27610 WWW.WAKEMED.ORG H0199 X X X X A 2 WAKEMED CARY HOSPITAL 1900 KILDARE FARM ROAD CARY NC 27518 WWW.WAKEMED.ORG H0276 X X X A A 2 false false true X X X X X X X X X 24 true true true true X HTTPS://WWW.WAKEMED.ORG/ABOUT-US/COMMUNITY-BENEFIT SEE PART V, LINE 7D X X true 25 true https://www.wakemed.org/about-us/community-benefit false true X 250.0 300.0 X X X X X true true X X X X true X SEE PART V, LINE 16J X SEE PART V, LINE 16J X SEE PART V, LINE 16J X X X X X X X true X false X X X X X true X false false SCHEDULE H, PART V, SECTION B, LINE 3E THE SIGNIFICANT HEALTH NEEDS OF WAKE COUNTY WERE IDENTIFIED IN THE 2025 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THE ASSESSMENT WAS LED BY LIVE WELL WAKE AND THE CHNA STEERING COMMITTEE, WHICH INCLUDED COMMUNITY MEMBERS AND LEADERS FROM LOCAL GOVERNMENT, BUSINESSES, AND NONPROFIT ORGANIZATIONS. LIVE WELL WAKE COLLABORATED WITH EIGHT OTHER ORGANIZATIONS, INCLUDING WAKEMED AND THE AREA'S TWO OTHER HEALTH SYSTEMS, WAKE COUNTY, NEIGHBORHEALTH, ADVANCE COMMUNITY HEALTH, RIGHTCARE, DELTA DENTAL, AND THE POE CENTER FOR HEALTH EDUCATION. THE CHNA PROCESS INVOLVED GATHERING COMMUNITY HEALTH DATA FROM BOTH PRIMARY AND SECONDARY SOURCES. PRIMARY DATA WERE COLLECTED DIRECTLY FROM THE COMMUNITY THROUGH METHODS SUCH AS THE COMMUNITY HEALTH OPINION SURVEY (CHOS), COMMUNITY CONVERSATIONS, AND THE PRIORITIZATION SURVEY. SECONDARY DATA CAME FROM EXISTING SOURCES THAT WERE NOT SPECIFICALLY COLLECTED FOR THE CHNA, INCLUDING GOVERNMENT AGENCIES, LARGE ORGANIZATIONS, AND ACADEMIC RESEARCH CENTERS. EXAMPLES INCLUDE THE U.S. CENSUS BUREAU AND THE STATE CENTER FOR HEALTH STATISTICS. BY INTEGRATING BOTH PRIMARY AND SECONDARY DATA, THIS CHNA OFFERS A COMPREHENSIVE VIEW OF THE COMMUNITY'S HEALTH STATUS, NEEDS, AND PRIORITIES. DATA FROM BOTH PRIMARY AND SECONDARY SOURCES WERE ANALYZED FOR THIS ASSESSMENT AND ORGANIZED INTO EIGHT DATA CATEGORIES: ACCESS TO CARE; COMMUNITY COHESION; DISEASE, ILLNESS, AND INJURY; ECONOMIC OPPORTUNITY; EDUCATION; HOUSING, NEIGHBORHOOD, AND PHYSICAL ENVIRONMENT; MENTAL HEALTH AND SUBSTANCE USE; AND REPRODUCTIVE AND CHILD HEALTH. THIS CHNA PROCESS USED THE COUNTY HEALTH RANKINGS MODEL, WHICH IS BASED ON A POPULATION HEALTH FRAMEWORK, AS A FOUNDATION FOR BRAINSTORMING AND ORGANIZING DATA. THE PRIORITIZATION PROCESS TOOK PLACE IN PERSON WITH THE STEERING COMMITTEE AND LIVE WELL WAKE ACTION COMMITTEE MEMBERS ON WEDNESDAY, MARCH 12TH AT WAKEMED. THE PRIORITIZATION PROCESS THEN USED THREE METHODS: COMMUNITY-WIDE PRIORITIZATION VOTING, A STEERING COMMITTEE DISCUSSION, AND A STEERING COMMITTEE ONLINE VOTING ACTIVITY USING SUPERSURVEY. ACROSS ALL PRIORITIZATION PROCESSES, AFFORDABLE HOUSING AND HOMELESSNESS, ACCESS TO HEALTHCARE, AND MENTAL HEALTH WERE RANKED AS THE TOP THREE PRIORITIES. THESE ARE CONSISTENT WITH THE THREE PRIORITIES SELECTED IN THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT. AFFORDABLE HOUSING AND HOMELESSNESS REMAIN A PRIORITY IN 2025. THE AVAILABILITY OF HIGH-QUALITY, AFFORDABLE HOUSING CAN DRASTICALLY IMPROVE HEALTH OUTCOMES, QUALITY OF LIFE, AND FINANCIAL WELL-BEING. HOWEVER, CHOS DATA SHOWED THAT OVER HALF OF RESPONDENTS BELIEVED WAKE COUNTY WAS DOING POORLY IN ADDRESSING HOUSING AND HOMELESSNESS, AND MOST RESPONDENTS DID NOT FEEL THEY COULD FIND AFFORDABLE HOUSING IN THEIR COMMUNITY. THE MEDIAN HOUSING VALUE FOR WAKE COUNTY IN 2022 WAS HIGHER THAN THAT OF MECKLENBURG COUNTY AND NORTH CAROLINA OVERALL. OVER THE LAST THREE YEARS, THE PERCENTAGE OF OWNERS AND RENTERS PAYING 35% OR MORE OF HOUSEHOLD INCOME TOWARD MONTHLY HOUSING COSTS HAS INCREASED. COMMUNITY CONVERSATIONS PARTICIPANTS ECHOED THESE FINDINGS, NOTING THAT HOUSING COSTS ARE INCREASING WHILE WAGES HAVE REMAINED STAGNANT. ACCESS TO HEALTHCARE ALSO REMAINS A PRIORITY IN 2025. ACCESS TO HEALTHCARE INCLUDES ALL ASPECTS THAT MIGHT INFLUENCE WHETHER SOMEONE IS ABLE TO SEEK QUALITY AND TIMELY HEALTHCARE IN THEIR COMMUNITY, INCLUDING AFFORDABILITY, INSURANCE COVERAGE, SPECIALTY SERVICES, ELDER CARE, AND PROVIDER CAPACITY. ALTHOUGH OVER HALF OF SURVEY RESPONDENTS AGREED THAT WAKE COUNTY WAS DOING WELL OR EXCELLENTLY IN ADDRESSING THIS PRIORITY AREA, THE STEERING COMMITTEE AND DATA INDICATE THAT SIGNIFICANT WORK REMAINS. IN TERMS OF PROVIDER AVAILABILITY, WAKE COUNTY HAD FEWER LICENSED MENTAL HEALTH FACILITIES AND ADDICTION AND SUBSTANCE USE PROVIDERS COMPARED TO MECKLENBURG COUNTY IN 2024, INDICATING POTENTIAL GAPS IN ACCESS TO SPECIALTY CARE. LIKE AFFORDABLE HOUSING AND HOMELESSNESS AND ACCESS TO HEALTHCARE, MENTAL HEALTH IS ONCE AGAIN A PRIORITY FOR WAKE COUNTY. MENTAL HEALTH IS A CRITICAL COMPONENT OF PROTECTING AND PROMOTING OVERALL HEALTH, AS PRIORITIZING MENTAL HEALTH HELPS PEOPLE COPE WITH STRESS, ENJOY A HIGHER QUALITY OF LIFE, AND MAINTAIN PRODUCTIVITY. THERE ARE SIGNIFICANT BARRIERS TO ACCESSING MENTAL HEALTH SUPPORT, INCLUDING COST, STIGMA, AND A LACK OF DIVERSE PROVIDERS. ONE-FIFTH OF CHOS RESPONDENTS REPORTED BARRIERS TO ACCESSING MENTAL HEALTHCARE, WITH LOWER-INCOME AND MINORITY RESPONDENTS MORE LIKELY TO REPORT SUCH BARRIERS. COMMUNITY CONVERSATIONS PARTICIPANTS FURTHER DESCRIBED BARRIERS, INCLUDING A LACK OF OR INEXPERIENCED STAFF, OUTDATED RESOURCE LISTS, SHORT-TERM CRISIS SERVICES THAT DO NOT ADDRESS CHRONIC MENTAL HEALTH ISSUES, AND HIGH OUT-OF-POCKET COSTS FOR THERAPY, ALL OF WHICH PREVENT WAKE COUNTY RESIDENTS FROM ACCESSING COMPREHENSIVE MENTAL HEALTHCARE. SCHEDULE H, PART V, SECTION B, LINE 5 FACILITY A, 1 FACILITY A, 1 - THE FOLLOWING RESPONSES APPLY TO ALL FACILITIES WITHIN THE GROUP, UNLESS OTHERWISE NOTED.. THE CHNA TEAM WORKED FROM MAY 2024 TO APRIL 2025 TO PLAN, GATHER, AND ANALYZE DATA; SET PRIORITIES; AND COMPLETE THIS REPORT. THE CHNA PROCESS FOLLOWED A 12-PHASE APPROACH RECOMMENDED BY THE NORTH CAROLINA DIVISION OF PUBLIC HEALTH AND WAS GUIDED BY THE COUNTY HEALTH RANKINGS MODEL (FIGURE 7). THIS MODEL HIGHLIGHTS HOW POLICIES AND PROGRAMS INFLUENCE VARIOUS HEALTH FACTORS THAT LEAD TO OVERALL HEALTH OUTCOMES. THE PROCESS INCLUDED REVIEWING EXISTING DATA FROM NATIONAL AND STATE SOURCES AND COLLECTING PRIMARY DATA THROUGH THE COMMUNITY HEALTH OPINION SURVEY (CHOS) AND COMMUNITY CONVERSATIONS. THE COMMUNITY HEALTH ASSESSMENT TEAM MADE A CONCERTED EFFORT TO ENGAGE SAFETY-NET HEALTHCARE PROVIDERS AND OTHER ORGANIZATIONS THAT SERVE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS. PARTNERING WITH THESE LOCAL ORGANIZATIONS ALLOWED THE TEAM TO CONDUCT FOCUS GROUPS SPECIFICALLY TARGETING RESIDENTS OF SOUTHEAST RALEIGH, EASTERN WAKE COUNTY, INDIVIDUALS EXPERIENCING MENTAL HEALTH AND SUBSTANCE USE CHALLENGES, OLDER ADULTS, THE LATINX COMMUNITY, INDIVIDUALS EXPERIENCING HOMELESSNESS, AND TRANSIT RIDERS TO MORE FULLY REPRESENT THE NEEDS OF UNDERSERVED POPULATIONS. THE PRIORITIZATION PROCESS, WHICH CONCLUDED THE DATA COLLECTION PERIOD, PROVIDED THE ENTIRE WAKE COUNTY COMMUNITY WITH THE OPPORTUNITY TO IDENTIFY THE ISSUES THAT WOULD BE THE FOCUS OF CHNA ACTION PLANS FOR THE UPCOMING THREE YEARS. WAKEMED MANAGEMENT BELIEVES THAT THE CHNA ADEQUATELY INCORPORATES INPUT FROM MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS. SEE PART V, SECTION B, LINE 6B NARRATIVE FOR LIST OF ORGANIZATIONS PROVIDING INPUT. SCHEDULE H, PART V, SECTION B, LINE 6A FACILITY A, 1 FACILITY A, 1 - THE FOLLOWING RESPONSES APPLY TO ALL FACILITIES WITHIN THE GROUP, UNLESS OTHERWISE NOTED.. THE HOSPITAL FACILITIES PARTICIPATING IN THE CHNA WERE WAKEMED, UNC HEALTH AND DUKE HEALTH. SCHEDULE H, PART V, SECTION B, LINE 6B FACILITY A, 1 FACILITY A, 1 - THE FOLLOWING RESPONSES APPLY TO ALL FACILITIES WITHIN THE GROUP, UNLESS OTHERWISE NOTED.. OTHER PARTICIPATING FACILITIES INCLUDED THE LEAD AGENCIES OF WAKE COUNTY, NEIGHBORHEALTH, ADVANCE COMMUNITY HEALTH, RIGHTCARE, DELTA DENTAL, AND THE POE CENTER FOR HEALTH EDUCATION. OTHER PARTICIPANTS ON THE STEERING COMMITTEE INCLUDED: * ABBY CARTER EMANUELSON, LLC * ADVANCE COMMUNITY HEALTH * ALLIANCE HEALTH * ALLIANCE MEDICAL MINISTRY * AMERICAN HEART ASSOCIATION * BEREAN COMMUNITY CENTER * CARE4CAROLINA * CARY CHAMBER OF COMMERCE * CENTER FOR VOLUNTEER CAREGIVING * CITY OF RALEIGH * DELTA DENTAL OF NORTH CAROLINA * DORCAS MINISTRIES * DUKE CANCER INSTITUTE * DUKE HEALTH * DUKE RALEIGH HOSPITAL * EL CENTRO HISPANO * GREATER RALEIGH CHAMBER OF COMMERCE * HEALING TRANSITIONS * INTERACT OF WAKE COUNTY * JEWISH FEDERATION OF GREATER RALEIGH * MEDIA INTEGRATIONS * MEXICAN CONSULATE OF RALEIGH * NAMI NC * NC CAMPO * NEIGHBORHEALTH CENTER * NURTURE MENTAL HEALTH * OAK CITY CARES * OASIS HEALTH AND WELLNESS INTERNATIONAL * PASSAGE HOME * PEOPLE'S RECOVERY INITIATIVE FOR SOLUTIONS AND MORE (PRISM) * POE CENTER FOR HEALTH EDUCATION * RALEIGH ALUMNAE CHAPTER: DELTA SIGMA THETA SORORITY * RIGHTCARE * SIEMENS * STATE OF NORTH CAROLINA * THE JOEL FUND * TOWN OF APEX * TOWN OF CARY * TOWN OF KNIGHTDALE * TOWN OF MORRISVILLE * TOWN OF ROLESVILLE * TOWN OF WAKE FOREST * TOWN OF WENDELL * TOWN OF ZEBULON * UCA WAVES * UNC HEALTH * URBAN MINISTRIES OF WAKE COUNTY * VETERANS BRIDGE HOME * WAKE COUNTY PUBLIC SCHOOL SYSTEM * WAKEMED * WAKE COUNTY ECONOMIC DEVELOPMENT * WAKE COUNTY GOVERNMENT * WAKE FOREST BUSINESS AND INDUSTRY PARTNERSHIPS (COMMUNICATIONS) * WAKE SMART START * WAKE SMILES * WELLCARE OF NORTH CAROLINA * WESTERN WAKE CRISIS MINISTRY * ZEBULON CHAMBER OF COMMERCE SCHEDULE H, PART V, SECTION B, LINE 7 FACILITY A, 1 FACILITY A, 1 - THE FOLLOWING RESPONSES APPLY TO ALL FACILITIES WITHIN THE GROUP, UNLESS OTHERWISE NOTED.. AN EXECUTIVE SUMMARY AND THE FULL REPORT CAN BE FOUND AT: HTTPS://WWW.WAKE.GOV/DEPARTMENTS-GOVERNMENT/HEALTH-HUMAN-SERVICES/COMMUNITY-RESOURCES/POPULATION-HEALTH/COMMUNITY-HEALTH-NEEDS-ASSESSMENT SCHEDULE H, PART V, SECTION B, LINE 11 FACILITY A, 1 FACILITY A, 1 - THE FOLLOWING RESPONSES APPLY TO ALL FACILITIES WITHIN THE GROUP, UNLESS OTHERWISE NOTED.. ACROSS ALL PRIORITIZATION PROCESSES, AFFORDABLE HOUSING AND HOMELESSNESS, ACCESS TO HEALTHCARE, AND MENTAL HEALTH WERE RANKED AS THE TOP THREE PRIORITIES. THESE PRIORITIES WILL GUIDE THE DEVELOPMENT OF ACTION PLANS AND STRATEGIES. THE FINAL STEP IN THE CHNA PROCESS IS THE DEVELOPMENT OF COMMUNITY HEALTH IMPROVEMENT STRATEGIES AND ACTION PLANS. THIS PROCESS WILL BEGIN IN THE SUMMER OF 2025 AND CONTINUE THROUGH THE SPRING OF 2026. REPRESENTATIVES OF THE LIVE WELL WAKE COLLABORATIVE WILL INVITE COMMUNITY MEMBERS AND ORGANIZATIONS TO PARTICIPATE IN ACTION-PLANNING MEETINGS TO DISCUSS STRATEGIES FOR ADDRESSING THE THREE SELECTED PRIORITIES. ONCE COMMUNITY PARTNERS ARE ESTABLISHED, THEY WILL WORK WITH LIVE WELL WAKE TO IMPLEMENT QUANTIFIABLE STRATEGIES THAT ALLOW PROGRESS TO BE MEASURED. WAKEMED WILL IMPLEMENT QUANTIFIABLE STRATEGIES THAT ALLOW PROGRESS TO BE MEASURED. THE COMMUNITY HEALTH IMPROVEMENT PROCESS IS MOST SUCCESSFUL WHEN COMMUNITY REPRESENTATIVES COLLABORATE TO DEVELOP CROSS-SECTOR STRATEGIES WITH BROAD STAKEHOLDER BUY-IN. THIS WORK HAS BEEN DONE IN COLLABORATION WITH PRIORITY WORKING GROUPS FOR MENTAL HEALTH, AFFORDABLE HOUSING AND HOMELESSNESS AND ACCESS TO HEALTHCARE. EACH GROUP CONTRIBUTED TO THE COUNTY'S COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) DRAFTING STRATEGIES AND MEASURABLE GOALS BASED ON THE RESULTS BASED ACCOUNTABILITY MODEL (RBA). WORKGROUPS, INCLUDING LEADERS FROM WAKEMED ARE NOW WORKING TO ASSIST THE COUNTY IN IMPLEMENTING THE WORKGROUP PLANS OUTLINED IN THE CHIP. THE CHIP IS AVAILABLE ONLINE AT LIVE WELL WAKE. OTHER NEEDS IDENTIFIED BUT NOT SELECTED FOR IMPLEMENTATION INCLUDED ISSUES OF EDUCATION, ACCESS TO HEALTHY FOOD, EMPLOYMENT, TRANSPORTATION, COMMUNITY SAFETY, YOUTH SUPPORT, AGING SERVICES, SUBSTANCE ABUSE, DISCRIMINATION, CHRONIC DISEASE, DISABILITY, AND SOCIAL ISOLATION. THE STEERING COMMITTEE HELD A PRIORITIZATION MEETING WHERE SURVEY AND ASSESSMENT FINDINGS WERE REVIEWED AND DISCUSSED. THE RESULTS OF THAT MEETING YIELDED THE TOP NEEDS THAT WERE CONSIDERED THE THREE KEY ISSUES WHICH WOULD BE IMPLEMENTED. SCHEDULE H, PART V, SECTION B, LINE 16 FACILITY A, 1 FACILITY A, 1 - THE FOLLOWING RESPONSES APPLY TO ALL FACILITIES WITHIN THE GROUP, UNLESS OTHERWISE NOTED.. SCHEDULE H, PART V, SECTION B, LINE 16A - FAP AVAILABLE WEBSITE: HTTPS://WWW.WAKEMED.ORG/PATIENTS-AND-VISITORS/BILLING-AND-INSURANCE SCHEDULE H, PART V, SECTION B, LINE 16B - FAP APPLICATION FORM WEBSITE: HTTPS://WWW.WAKEMED.ORG/PATIENTS-AND-VISITORS/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCE SCHEDULE H, PART V, SECTION B, LINE 16C - PLAIN LANGUAGE FAP SUMMARY WEBSITE: HTTPS://WWW.WAKEMED.ORG/PATIENTS-AND-VISITORS/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCE SCHEDULE H, PART V, SECTION B, LINE 20 FACILITY A, 1 FACILITY A, 1 - THE FOLLOWING RESPONSES APPLY TO ALL FACILITIES WITHIN THE GROUP, UNLESS OTHERWISE NOTED.. WAKEMED ALSO NOTIFIED PATIENTS AT ADMISSION AND DISCHARGE OF SERVICES ABOUT THE FINANCIAL ASSISTANCE POLICY AND PROVIDED DOCUMENTATION AS NEEDED/REQUESTED. 14 WAKEMED MENTAL HEALTH & WELL-BEING HOSPITAL - WAKEBROOK 111 SUNNYBROOK ROAD RALEIGH NC 27610 INPATIENT BEHAVIORAL HEALTH WAKEMED NORTH HOSPITAL 10000 FALLS OF THE NEUSE ROAD RALEIGH NC 27614 SURGERY, PREGNANCY, CHILDBIRTH, EMERG. DEPT., RADIOLOGY, LABORATORY, OP/AMB SURG CENTER WAKEMED SPECIALISTS GROUP LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 MEDICAL PRACTICES WAKEMED GARNER HEALTHPLEX 400 US 70 EAST GARNER NC 27502 EMERG. DEPT., LABORATORY, RADIOLOGY, AND MEDICAL PRACTICES WAKEMED BRIER CREEK HEALTHPLEX 8001 TW ALEXANDER DRIVE RALEIGH NC 27617 EMERG. DEPT., LABORATORY, RADIOLOGY, AND MEDICAL PRACTICES WAKEMED APEX HEALTHPLEX 120 HEALTHPLEX WAY APEX NC 27502 EMERG. DEPT., LABORATORY, RADIOLOGY, AND MEDICAL PRACTICES WAKEMED RALEIGH MEDICAL PARK 23 SUNNYBROOK ROAD RALEIGH NC 27610 LABORATORY, RADIOLOGY, REHAB THERAPY, ONCOLOGY, AND MEDICAL PRACTICES WAKEMED REHAB HOSPITAL 3000 NEW BERN AVENUE RALEIGH NC 27610 PHYS MED/REHAB HOSP., PHYS SPEECH/OCC THERAPY MEDICAL PARK OF CARY 210 ASHVILLE AVENUE CARY NC 27518 RADIOLOGY, PHARMACY, LABORATORY, WOUND CARE, AND MEDICAL PRACTICES WAKE SPECIALTY PHYSICIANS LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 MEDICAL PRACTICES WAKEMED HOME HEALTH 3128 SMOKETREE COURT RALEIGH NC 27604 HOME HEALTH, HOME IV THERAPY PRIVATE DUTY NURSING HEALTHPARK AT KILDAIRE 110 KILDAIRE PARK DRIVE CARY NC 27518 REHAB THERAPY, SLEEP LAB, AND MEDICAL PRACTICES WAKEMED 10880 DURANT ROAD 10880 DURANT ROAD SUITE 302 RALEIGH NC 27614 REHAB THERAPY AND MEDICAL PRACTICES WAKEMED CLAYTON MEDICAL PARK 104 MEDSPRING DRIVE SUITE 200 CLAYTON NC 27520 REHAB THERAPY WENDELL HEALTHPLEX 2021 WENDELL VALLEY BLVD WENDELL NC 27591 EMERG. DEPT., LABORATORY, AND RADIOLOGY SCHEDULE H, PART I, LINE 3B CRITERIA FOR DETERMINING ELIGIBILITY FOR FREE OR DISCOUNTED CARE IS AVAILABLE FOR THOSE AT THE 300% OF THE FPG. FURTHER, ALL PATIENTS WITHOUT INSURANCE QUALIFY FOR AN AUTOMATIC 62% DISCOUNT WITHOUT CONSIDERATION OF FPG. SCHEDULE H, PART III, LINE 8 MEDICARE COSTING METHODOLOGY THE MEDICARE ALLOWABLE COSTS WERE DETERMINED FROM THE MEDICARE COST REPORT, AS SPECIFIED IN THE PROVIDER REIMBURSEMENT MANUAL. SCHEDULE H, 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. SCHEDULE H, PART I, LINE 7F PER MEDICARE COST REPORT. SCHEDULE H, PART II COMMUNITY BUILDING ACTIVITIES WAKEMED IS ACTIVELY INVOLVED IN NOT ONLY IMPROVING THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE AND 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, UNIVERSITIES, 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 THE 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, WHICH ALSO HELPS TO ATTRACT NEW TALENT TO THE AREA FOR GROWING BUSINESSES WITH A FOCUS ON INCLUSION. A HEALTHY ECONOMY ULTIMATELY LEADS TO THE HEALTHIER COMMUNITY. OUR COMMUNITY HEALTH IMPROVEMENT ACTIVITIES ARE NUMEROUS AND INCLUDE BEING THE LEAD AGENCY FOR SAFEKIDS, ENERGIZE, ASTHMA COALITION, COMMUNITY HEALTH PROJECT, AND MORE. EACH IS WORKING TO SUPPORT PROGRAMS AND POLICIES THAT IMPROVE PUBLIC HEALTH AND ACCESS TO HEALTH CARE. WE ARE ALSO PARTNERING WITH COUNTY AND OTHER OFFICIALS, AS WELL AS OTHER COMMUNITY-BASED ORGANIZATIONS, ON INITIATIVES THAT WILL IMPROVE ACCESS TO MENTAL HEALTH SERVICES, A GROWING CRISIS IN OUR COMMUNITY. THE OVERALL GOAL IS TO MAKE OUR COMMUNITY A HEALTHIER PLACE TO LIVE AND WORK. SCHEDULE H, PART VI, LINE 6 AFFILIATED HEALTH CARE SYSTEM N/A SCHEDULE H, PART I, LINE 7B MEDICAID COSTS ARE DERIVED FROM OUR COST ACCOUNTING SYSTEM, WHICH ADDRESSES ALL PATIENT SEGMENTS. IN FY2023, THE STATE INITIATED THE HEALTHCARE ACCESS AND STABILIZATION PROGRAM (HASP) WHICH PROVIDES ADDITIONAL FEDERAL MATCHING FUNDS TO IMPROVE ACCESS TO CARE FOR MEDICAID PATIENTS. THIS PROGRAM RESULTED IN INCREMENTAL NET BENEFIT FOR THE SYSTEM COMPLETELY OFFSETTING THE COST OF PROVIDING SERVICES TO MEDICAID PATIENTS. SCHEDULE H, PART VI, LINE 7 STATE FILING OF COMMUNITY BENEFIT REPORT WAKEMED PUBLISHES COMMUNITY BENEFIT DATA EACH YEAR ON ITS WEBSITE AND COMPLETES A FULL REPORT EVERY THREE YEARS HIGHLIGHTING THE FINANCIAL IMPACT ON THE COMMUNITY AS WELL AS KEY EFFORTS TO ADDRESS THE PRIORITIES IDENTIFIED IN THE CHNA CORRESPONDING WITH THE TIME FRAME. IT IS AVAILABLE IN PRINT FORM AS ELL AS ON THE WAKEMED WEBSITE. WAKEMED ALSO VOLUNTARILY FILES A SIMILAR COMMUNITY BENEFIT REPORT WITH THE NORTH CAROLINA HOSPITAL ASSOCIATION. SCHEDULE H, PART I, LINE 3C PATIENTS ARE PROVIDED WITH INFORMATION ABOUT FINANCIAL ASSISTANCE AT REGISTRATION, DISCHARGE, PHONE CALLS (BEFORE AND AFTER SERVICES), ON THE WEBSITE, IN MYCHART. IN ADDITION, A PLAIN LANGUAGE SUMMARY OF FINANCIAL ASSISTANCE IS SENT WITH EVERY STATEMENT. IN ORDER TO QUALIFY FOR FINANCIAL ASSISTANCE, A PATIENT MUST APPLY AND MEET FINANCIAL ASSISTANCE POLICY (FAP) REQUIREMENTS. WAKEMED ALSO HAS A PRESUMPTIVE CHARITY PROGRAM THAT AUTOMATICALLY RUNS ON HOSPITAL ACCOUNTS FOR PATIENTS WHO ARE LISTED AS UNINSURED. SCHEDULE H, PART I, LINE 7C COSTS OF OTHER GOVERNMENT PROGRAMS ARE DERIVED FROM OUR COST ACCOUNTING SYSTEM, WHICH ADDRESSES ALL PATIENT SEGMENTS. THE OFFSETTING REVENUE IS ALL RECEIPTS ON PATIENT ACCOUNTS RELATED TO OTHER GOVERNMENT PROGRAMS. SCHEDULE H, PART III, LINE 2 BAD DEBT EXPENSE - METHODOLOGY USED TO ESTIMATE AMOUNT 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. SCHEDULE H, PART III, LINE 3 BAD DEBT EXPENSE METHODOLOGY PATIENTS ARE PROVIDED WITH INFORMATION ABOUT FINANCIAL ASSISTANCE AT REGISTRATION, DISCHARGE, PHONE CALLS, ON THE WEBSITE, AND A PLAIN LANGUAGE SUMMARY OF FINANCIAL ASSISTANCE IS SENT WITH EVERY STATEMENT. IN ORDER TO QUALIFY A PATIENT MUST APPLY AND MEET FINANCIAL ASSISTANCE POLICY (FAP) REQUIREMENTS. SCHEDULE H, PART III, LINE 4 BAD DEBT EXPENSE - FINANCIAL STATEMENT FOOTNOTE 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. BASED ON MANAGEMENT'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." SCHEDULE H, PART III, LINE 8 COMMUNITY BENEFIT & METHODOLOGY FOR DETERMINING MEDICARE COSTS TREATMENT OF MEDICARE SHORTFALL AS COMMUNITY REPORTS WAKEMED BELIEVES THAT ALL OF THE $242M MEDICARE SHORTFALL SHOULD BE CONSIDERED A 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 39.83% OF HOSPITAL REVENUE. THE HOSPITAL PROVIDES CARE REGARDLESS OF THIS SHORTFALL AND THEREBY RELIEVES THE FEDERAL GOVERNMENT. SCHEDULE H, PART III, LINE 9B COLLECTION PRACTICES FOR PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE APPLICATION OF COLLECTION PRACTICES TO THOSE QUALIFYING FOR FINANCIAL ASSISTANCE: WAKEMED PROVIDES MANY OPPORTUNITIES TO EDUCATE PATIENTS ON OUR FINANCIAL ASSISTANCE PROGRAM PRIOR TO DISCHARGE AND AGAIN WHEN THE FIRST BILL IS RECEIVED. IN ORDER TO MAKE SURE WE REACH OUT TO OUR PATIENTS, WE SEND AT LEAST FOUR STATEMENTS AND ALSO MAKE FOLLOW-UP CALLS. EACH STATEMENT REFERENCES THE FINANCIAL ASSISTANCE PROGRAM AND INCLUDES A PLAIN LANGUAGE SUMMARY OF OUR 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. IF THE PATIENT DID NOT APPLY FOR FINANCIAL ASSISTANCE AND ENDS UP IN COLLECTIONS, AN APPLICATION FOR FINANCIAL ASSISTANCE IS PROVIDED. PRIOR TO SENDING TO COLLECTIONS, ALL PATIENT ACCOUNTS ARE ROUTED THRU A PRESUMPTIVE CHARITY PROCESS WHERE THEY ARE AUTOMATICALLY SCREENED FOR ASSISTANCE. THE PATIENT AT THAT POINT HAS THE OPPORTUNITY TO APPLY; ALL COLLECTION EFFORTS CEASE ONCE THE APPLICATION IS RECEIVED, EVEN IF THE APPLICATION IS MISSING DOCUMENTATION. SCHEDULE H, PART V, SECTION B, LINE 16A FAP WEBSITE A - WAKEMED CARY HOSPITAL: LINE 16A URL: SEE PART V, LINE 16J; SCHEDULE H, PART V, SECTION B, LINE 16B FAP APPLICATION WEBSITE A - WAKEMED CARY HOSPITAL: LINE 16B URL: SEE PART V, LINE 16J; SCHEDULE H, PART V, SECTION B, LINE 16C FAP PLAIN LANGUAGE SUMMARY WEBSITE A - WAKEMED CARY HOSPITAL: LINE 16C URL: SEE PART V, LINE 16J; SCHEDULE H, PART VI, LINE 2 NEEDS ASSESSMENT NEEDS ASSESSMENT THE COMMUNITY NEEDS ASSESSMENT IS A PROCESS THAT HELPS TO IDENTIFY FACTORS AFFECTING OUR COUNTY, DETERMINE RESOURCES NEEDED TO ADDRESS THESE FACTORS, AND DEVELOP A PLAN OF ACTION TO ADDRESS THE NEEDS OF THE COMMUNITY WE SERVE. THE ASSESSMENT WAS LED BY LIVE WELL WAKE IN COLLABORATION WITH NINE ORGANIZATIONS INCLUDING THE AREA'S OTHER HEALTH SYSTEMS (UNC REX, DUKE HEALTH RALEIGH HOSPITAL) AS WELL AS OTHER COMMUNITY-BASED ORGANIZATIONS. THE PROCESS BEGAN IN 2022 AND THE FINAL REPORT WAS PUBLISHED IN 2025. THE CHNA CAN BE FOUND ON THE WAKEMED WEBSITE: HTTPS://WWW.WAKEMED.ORG/ABOUT-US/COMMUNITY-BENEFIT IN ADDITION TO THIS PRIMARY DATA COLLECTED THROUGH THE CHNA PROCESS, WAKEMED''S CORPORATE PLANNING DEPARTMENT COLLECTS AND ANALYZES MULTIPLE OTHER SOURCES OF SECONDARY DATA WHICH HELPS US UNDERSTAND DEMOGRAPHIC, SOCIOGRAPHIC, AND HEALTH TRENDS. WITH THE GOAL OF ENHANCING ACCESS, THE STAFF IS ALSO CHARGED WITH FORECASTING FUTURE NEEDS AND PLANNING TO MEET THOSE NEEDS. THIS PROCESS INCLUDES A CAREFUL ANALYSIS OF CURRENT SYSTEM CAPACITIES AND PROJECTS FUTURE NEEDED CAPACITY TO MEET POPULATION GROWTH AND DEMOGRAPHIC CHANGES. IN 2017, THE WAKE COUNTY BOARD OF COMMISSIONERS APPOINTED A POPULATION HEALTH TASK FORCE. THE TASK FORCE CONSIDERED A WEALTH OF DATA, RESEARCH, COMMUNITY FEEDBACK, AND NATIONAL BEST PRACTICES. AS A CONCEPT OF HEALTH, "POPULATION HEALTH" IS DEFINED AS 'THE HEALTH OUTCOMES OF A GROUP OF INDIVIDUALS, INCLUDING THE DISTRIBUTION OF SUCH OUTCOMES WITHIN THE GROUP.' IT IS AN APPROACH THAT CONSIDERS BOTH HEALTH OUTCOMES AND THE DETERMINANTS OF THOSE OUTCOMES. OUR GOAL IS TO EMPLOY A BROAD DEFINITION OF "HEALTH" WHICH IS A STATE OF COMPLETE PHYSICAL, MENTAL, AND SOCIAL WELL-BEING NOT MERELY THE ABSENCE OF DISEASE OR INFIRMITY. STUDIES SHOW THAT ONLY 20 PERCENT OF HEALTH OUTCOMES ARE ACHIEVED THROUGH THE PROVISION OF MEDICAL CARE - THE REST IS A COMBINATION OF A PERSON'S GENETICS, HEALTHY BEHAVIORS, SOCIAL AND ECONOMIC FACTORS, AND THE PHYSICAL ENVIRONMENT. THIS BROAD DEFINITION OF "HEALTH" CANNOT BE ACHIEVED SOLELY BY THE PROVISION OF AFFORDABLE, ACCESSIBLE, AND QUALITY HEALTHCARE. IT CAN ONLY BE ACHIEVED BY ALIGNING MEDICAL CARE WITH "SOCIAL DETERMINATIONS OF HEALTH" TO MAKE PREVENTION AND WELLNESS ACTIVITIES THE EASY CHOICE AND IMPROVE HEALTH THROUGHOUT ALL STAGES OF LIFE. UNDERSTANDING THAT HEALTH IS IMPACTED BY MORE THAN MEDICAL CARE - INCLUDING SUCH THINGS AS ACCESS TO FOOD, HOUSING, EMPLOYMENT, EDUCATION, SOCIAL SUPPORT, AND A CLEAN ENVIRONMENT - LIVE WELL WAKE STRIVES TO MAKE WAKE COUNTY A HEALTHIER PLACE TO LIVE FOR EVERYONE. LIVE WELL WAKE HAS EMERGED FROM THE WORK OF TWO PRE-EXISTING EFFORTS. THE WAKE COUNTY POPULATION HEALTH TASK FORCE, INITIATED BY THE BOARD OF COMMISSIONERS IN 2018, IDENTIFIED THE NEED FOR A STRUCTURED APPROACH TO CONVENING PARTNERS IN ORDER TO REALIZE THE TASK FORCE'S RECOMMENDATIONS. THIS STRUCTURE ALSO ENSURES ALIGNMENT WITH THE ONGOING COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS, WHICH IDENTIFIES THE HEALTH AND RESOURCE NEEDS OF WAKE COUNTY. THROUGH BRINGING TOGETHER STAKEHOLDERS IN THE BROADER COMMUNITY, GOVERNMENT, HEALTHCARE, AND BUSINESS, LIVE WELL WAKE AIMS TO ADDRESS WAKE COUNTY'S BIGGEST CHALLENGES AS OUTLINED BY THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS. WORKING GROUPS HAVE BEEN FORMED TO ADDRESS THOSE SEVEN THREE AREAS AND, USING A RESULTS-BASED ACCOUNTABILITY FRAMEWORK, WILL AIM TO ACCELERATE PROGRESS TOWARDS MAKING THE LIVES OF ALL PEOPLE IN WAKE COUNTY BETTER. SEVERAL WAKEMED STAFF MEMBERS PARTICIPATED IN THE WORKING GROUPS SPECIFIC TO EACH HEALTH PRIORITY. MUCH PROGRESS WAS MADE IN "ACCESS TO CARE" WORK GROUP. A NEW COMMUNITY HEALTH WORKER CONSORTIUM WAS ESTABLISHED TO CONVENE LOCAL CHW'S TO PROVIDE TRAINING/CAPACITY BUILDING AROUND CONSOLIDATED REFERRAL SPACE TO LOCAL CHW'S. THE CONSORTIUM HAS HOSTED SEVERAL WELL ATTENDED SESSIONS. SCHEDULE H, PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE PATIENTS ARE PROVIDED WITH INFORMATION ABOUT FINANCIAL ASSISTANCE AT REGISTRATION, DISCHARGE, PHONE CALLS (BEFORE AND AFTER SERVICES), ON THE WEBSITE, IN MYCHART, AND A PLAIN LANGUAGE SUMMARY OF FINANCIAL ASSISTANCE IS SENT WITH EVERY STATEMENT. IN ORDER TO QUALIFY, A PATIENT MUST APPLY AND MEET THE FIINANCIAL POLICY (FAP) REQUIREMENTS. WAKEMED ALSO HAS A PERSUMPTIVE CHARITY PROGRAM THAT AUTOMATICALLY RUNS ON HOSPITAL ACCOUNTS FOR PATIENTS WHO ARE LISTED AS UNINSURED. SCHEDULE H, PART VI, LINE 4 COMMUNITY INFORMATION WHILE WAKEMED SERVES PATIENTS FROM ALL OF NORTH CAROLINA'S 100 COUNTIES AND BEYOND, ITS PRIMARY SERVICE AREA CAN BEST BE DESCRIBED AS THE COUNTIES CONTIGUOUS TO WAKE COUNTY. THE VAST MAJORITY OF PATIENTS COME FROM WAKE AND JOHNSTON COUNTIES. BOTH COUNTIES HAVE RAPIDLY GROWING SMALLER/SUBURBAN COMMUNITIES CENTERED AROUND THE CAPITAL CITY OF RALEIGH. THESE COMMUNITIES LOOK TO RALEIGH AS THEIR PRIMARY SOURCE FOR TERTIARY LEVEL CARE. THE MARKET IS DEMOGRAPHICALLY DIVERSE AND FIERCELY COMPETITIVE WITH THREE MAJOR HEALTH SYSTEMS COMPETING AGAINST ONE ANOTHER. WAKEMED SHOULDERS APPROXIMATELY 70% OF WAKE COUNTY'S UNINSURED AND UNDERINSURED. WAKE COUNTY WAS FOUNDED IN 1771 AND OCCUPIES APPROXIMATELY 860 SQUARE MILES IN THE PIEDMONT REGION OF NORTH CAROLINA. IN 1792, THE CITY OF RALEIGH WAS NAMED THE CAPITAL OF NORTH CAROLINA AND IT REMAINS THE MOST POPULOUS MUNICIPALITY IN WAKE COUNTY. WAKE COUNTY IS HOME TO 12 MUNICIPALITIES. WITH A POPULATION IN EXCESS OF 1,100,000 RESIDENTS, WAKE COUNTY IS THE MOST POPULOUS COUNTY IN THE STATE. WAKE COUNTY HAS EXPERIENCED SIGNIFICANT POPULATION GROWTH OVER RECENT YEARS; THIS GROWTH IS EXPECTED TO CONTINUE ACCORDING TO DATA FROM THE N.C. OFFICE OF STATE BUDGET AND MANAGEMENT, WAKE COUNTY IS PROJECTED TO GROW AT A HIGHER ANNUAL RATE THAN ITS PEER GEOGRAPHIES AT 1.75 PERCENT ANNUALLY FROM 2020 TO 2025, WITH THE ADDITION OF OVER 103,000 PEOPLE. JOHNSON COUNTY IS LOCATED SOUTH OF WAKE AND IS TRANSORMING FROM A RURAL TO SUBURBAN COUNTY. JOHNSON COUNTY IS CURRENTLY THE FASTEST-GROWING COUNTY IN NORTH CAROLINA, WITH A POPULATION PROJECTED TO INCREASE BY OVER 17 PERCENT FORM 2020-2025. AS SHOWN IN THE TABLE BELOW, THE TOTAL POPULATION RESIDENTS OF THESE TWO COUNTIES CURRENTLY EXCEED 1.3 MILLION, AND THAT POPULATION IS PROJECTED TO CONTINUE TO GROW RAPIDLY. THE POPULATION IS FAIRLY DIVERSE. RACE AND ETHNICITY INFORMATION ARE ALSO PRESENTED IN THE TABLE. WAKE COUNTY JOHNSTON COUNTY TOTAL 2020 1,134,824 217,723 1,352,547 2025 1,237,890 256,452 1,494,342 %CHANGE 9.1% (1.75%/ANNUM) 17.8% (3.33%/ANNUM) 10.5% (2.01%/ANNUM) RACE AND ETHNICITY 2025 WHITE 66% 76% 68% BLACK 18% 17% 18% ASIAN 11% 1% 9% OTHER/UNKNOWN 5% 4% 4% HISPANIC* 13% 21% 14% *(NOT CONSIDERED A RACE, INCLUDED IN TOTALS ABOVE) SCHEDULE H, PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH SINCE OPENING IN 1961, WAKEMED HAS BEEN AN INSTITUTION WITH AN UNWAVERING COMMITMENT TO THE COMMUNITIES IT SERVES BY IMPROVING THE HEALTH OF THE INDIVIDUALS AND FAMILIES WE SERVE. TODAY, WAKEMED OFFERS A BROAD RANGE OF PREVENTIVE, PRIMARY, ACUTE, AND TERTIARY SERVICES. AS WAKE COUNTY'S LARGEST PRIVATE EMPLOYER AND A CORNERSTONE OF THE COMMUNITY, WAKEMED IS AN ASSET RESIDENTS CAN DEPEND ON NOT ONLY FOR THE HIGHEST QUALITY OF HEALTH CARE INSIDE THE HOSPITAL AND OUTPATIENT FACILITIES, BUT FOR COMMUNITY OUTREACH IN THE FORM OF SCREENINGS, CLASSES, SEMINARS, HEALTH FAIRS, PREVENTIVE PROGRAMS, SUPPORT GROUPS, AND OTHER OUTREACH INITIATIVES. WITH THE EXPANSION OF OUR 37 FOOT HEALTH LIVES HERE MOBILE OUTREACH TRUCKTRUCK, WE HAVE BEEN ABLE TO PROVIDE ACCESS TO VARIOUS SERVICES FOR MANY HIGH RISK TARGET GROUPS IN THE COUNTY. THE MAJORITY OF THE PROGRAMS ARE FREE AND ALL ARE DESIGNED TO IMPROVE HEALTH, EDUCATE, AND ENLIGHTEN BY OFFERING ACCESS TO HEALTH SCREENING, VACCINES, EXPERTS, RESOURCES, AND HEALTH INFORMATION. IN ADDITION, OUR 2000+ PERSON MEDICAL STAFF IS OPEN AND COMPRISED PRIMARILY OF INDEPENDENT PRACTITIONERS, ALTHOUGH THE NUMBER OF EMPLOYED PHYSICIANS IS GROWING AND NOW TOTALS MORE THAN 450 1000 PHYSICIANS AND ADVANCED PRACTICE PROVIDERS. EACH YEAR WE SERVE, SUPPORT, AND WORK CLOSELY WITH THE COMMUNITY IN MANY WAYS. WE ABSORB THE HEALTH CARE COSTS OF THOSE WHO COME TO US UNABLE TO PAY FOR THEIR CARE. WE EDUCATE AND TRAIN PHYSICIANS AND CAREGIVERS. WE DEVELOP NEW SERVICES AND INITIATIVES TO ENHANCE ACCESS AND MEET THE NEEDS OF THE UNDERSERVED. WE PARTNER WITH A VARIETY OF COMMUNITY-BASED ORGANIZATIONS TO DEVELOP PROGRAMS THAT ADDRESSANSWER A SPECIFIC COMMUNITY HEALTH NEED. WE PROVIDE DONATIONS TO COMMUNITY CHARITIES AND501C3 ORGANIZATIONS WHOSE GOALS SUPPORT OUR MISSION. AND WE OFFER A HOST OF COMMUNITY OUTREACH AND EDUCATION PROGRAMS TARGETED TO THE UNDERSERVED AND AT-RISK POPULATIONS FOR CARDIOVASCULAR DISEASE, DIABETES, STROKE, AND AVOIDABLE INJURIES, AMONG OTHERS. THESE EFFORTS ARE CONSOLIDATED IN A COMMUNITY BENEFIT REPORT AVAILABLE ON OUR WEBSITE: HTTPS://WWW.WAKEMED.ORG/ABOUT-US/COMMUNITY-BENEFIT BEYOND THE CARE CURRENTLY PROVIDED WITHIN OUR FACILITIES, WAKEMED CONTINUES TO DEVELOP PROGRAMS AND SERVICES IN THOSE AREAS WHICH ARE UNDERSERVED AND ARE GROWING. ACCESS TO PRIMARY CARE PROVIDERS IS A CRITICAL NEED. AS A RESULT, WE CONTINUE TO EXPAND OUR NETWORK OF PRIMARY CARE PROVIDERS WHO SERVE COMMUNITY RESIDENTS, REGARDLESS OF THEIR ABILITY TO PAY. WAKEMED HELPS IMPROVE THE HEALTH OF THE COMMUNITY BY OUTREACH THAT TAKES ON MANY FORMS FROM THE DIRECT PROVISION OF CARE TO MENTORING AT-RISK YOUTH. AREAS OF FOCUS FOR THE SYSTEM ARE CENTERED ON: -IMPROVED ACCESS TO CARE THROUGH GEOGRAPHICALLY DISPERSED OUTPATIENT FACILITIES, PRIMARY CARE PHYSICIANS, EMERGENCY DEPARTMENTS, AND NOW VIRTUAL CARE OPTIONS. WE ALSO WORK CLOSELY WITH THE COMMUNITY TO IMPROVE ACCESS AND AFFORDABILITY FOR THE UNDERSERVED POPULATIONS OF THE COMMUNITY. THIS IS DONE IN PART BY COLLABORATING WITH COMMUNITY PARTNERS SO THAT HEALTH CARE GAPS ARE ADDRESSED. -WORKING CLOSELY WITH PATIENTS AND THE COMMUNITY TO PROMOTE AND SUPPORT THE OPTIMAL PREVENTION AND MANAGEMENT OF CHRONIC DISEASES, INJURIES AND ILLNESS IN OUR MOST VULNERABLE POPULATIONS, ESPECIALLY CHILDREN. WE ALSO HAVE AN INCREASED FOCUS ON IMPROVING AND MAINTAINING CARDIOVASCULAR HEALTH, WITH AN EMPHASIS ON ADDRESSING HEART DISEASE, STROKE, AND DIABETES PERTINENT TO BUILDING A HEALTHIER COMMUNITY. -DEVELOPMENT OF A COMPREHENSIVE POPULATION HEALTH PROGRAM ANCHORED BY ANTWO ACCOUNTABLE CARE ORGANIZATION WITH OVER 200,000 COVERED LIVES FROM PARTNERING WITH CMS AND THE MAJOR INSURERS WITHIN THE MARKET. WITH A FOCUS ON QUALITY AND COORDINATION OF CARE, PATIENTS ARE RECEIVING VALUE AND IMPROVING THEIR HEALTH. -DEVELOPMENT OF A COMMUNITY HEALTH POPULATION PROGRAM THAT WORKS WITH OUR MOST VULNERABLE POPULATIONS TO ADDRESS BOTH THEIR HEALTH AND SOCIAL NEEDS SUCH AS A MEDICAL HOME, MEDICATION, HOUSING, ACCESS TO FOOD, TRANSPORTATION TO MEDICAL APPOINTMENTS AND MORE. IT IS MADE POSSIBLE BY GRANTS AND PARTNERING WITH OTHER COMMUNITY BASED ORGANIZATIONS. -CONTINUING EFFORTS TO EDUCATE HEALTHCARE PROVIDERS OF TODAY AND TOMORROW RECOGNIZING THAT THESE EFFORTS WILL ENSURE A SKILLED WORKFORCE WHICH ULTIMATELY BUILDS A HEATHIER AND STRONGER COMMUNITY. -PROVIDING SUPPORT AND LEADERSHIP IN COMMUNITY BUILDING ACTIVITIES THAT ADDRESS THE ROOT CAUSES OF HEALTH PROBLEMS. WE ALSO ENCOURAGE EMPLOYEE, VOLUNTEER AND PHYSICIAN PARTICIPATION, PHILANTHROPIC SUPPORT, AND VOLUNTEERISM IN THE COMMUNITY. SCHEDULE H, PART VI, LINE 7 STATE FILING OF COMMUNITY BENEFIT REPORT NC true HEALING TRANSITIONS INTL INC 1251 GOODE STREET RALEIGH NC 27603 562135246 501(C)(3) 125000 GENERAL SUPPORT MARBLES KIDS MUSEUM 201 EAST HARGETT STREET RALEIGH NC 27601 581647538 501(C)(3) 75000 GENERAL SUPPORT INTERACT 1012 OBERLIN ROAD RALEIGH NC 27605 581320613 501(C)(3) 55000 GENERAL SUPPORT NC FOR MILITARY EMPLOYMENT DBA NC4ME 1911 GUM BRANCH RD JACKSONVILLE NC 28540 464703891 501(C)(3) 50000 GENERAL SUPPORT NC SYMPHONY 3700 GLENWOOD AVE 130 RALEIGH NC 27612 560556755 501(C)(3) 48000 GENERAL SUPPORT CAPITAL AREA SOCCER LEAGUE 3150 SPRING FOREST ROAD RALEIGH NC 27616 237441292 501(C)(3) 28250 GENERAL SUPPORT WAKEMED FOUNDATION 3000 NEW BERN AVE RALEIGH NC 27601 561916549 501(C)(3) 22750 GENERAL SUPPORT AMERICAN HEART ASSOCIATION INC PO BOX 5027 BOONE IA 50950 135613797 501(C)(3) 15000 GENERAL SUPPORT NC HEALTH PROFESSIONALS PROGRAM 220 HORIZON DRIVE RALEIGH NC 27615 561846599 501(C)(3) 15000 GENERAL SUPPORT NCIAP PEOPLE'S MEDICAL CARE 1011 W WILLIAM ST SUITE 103 APEX NC 27502 274744637 501(C)(3) 13000 GENERAL SUPPORT INTER-FAITH FOOD SHUTTLE 1001 BLAIR DRIVE SUITE 120 RALEIGH NC 27603 561753180 501(C)(3) 10000 GENERAL SUPPORT NORTH CAROLINA CHAMBER FDN 701 CORPORATE CTR DR STE 275 RALEIGH NC 27620 561918853 501(C)(3) 10000 GENERAL SUPPORT ALLIANCE MEDICAL MINISTRY 101 DONALD ROSS DRIVE RALEIGH NC 27610 562168673 501(C)(3) 9730 MEDICAL CARE LUNG CANCER INITIATIVE OF NC 5171 GLENWOOD AVE SUITE 401 RALEIGH NC 27612 262300885 501(C)(3) 7500 GENERAL SUPPORT TOWN OF CARY 2727 LOUIS STEPHENS DRIVE CARY NC 27519 566001196 GOVERNMENTAL 7500 GENERAL SUPPORT GIRL SCOUTS 6901 PINECREST ROAD RALEIGH NC 27613 560791500 501(C)(3) 6667 GENERAL SUPPORT CARY DOWNTOWN FARMERS MARKET PO BOX 4621 3000 NEW BERN AVENUE CARY NC 27519 464703664 501(C)(3) 6500 GENERAL SUPPORT CRABTREE ROTARY FOUNDATION PO BOX 30481 3000 NEW BERN AVENUE RALEIGH NC 27622 260230014 501(C)(3) 5980 GENERAL SUPPORT RONALD MCDONALD HOUSE 506 ALEXANDER AVE 3000 NEW BERN AVENUE DURHAM NC 27705 561220376 501(C)(3) 5500 GENERAL SUPPORT NORTH CAROLINA HEALTHCARE FDN 5440 WADE PARK BLVD SUITE 410 RALEIGH NC 560773039 560773039 501(C)(3) 5150 GENERAL SUPPORT ALLIANCE MEDICAL MINISTRY 101 DONALD ROSS DRIVE 3000 NEW BERN AVENUE RALEIGH NC 27610 562168673 501(C)(3) 404693 MEDICAL CARE DEBNAM CLINIC 1501 POOLE ROAD RALEIGH NC 27610 561977593 FOR PROFIT 131520 MEDICAL CARE WAKE COUNTY HUMAN SERVICES PO BOX 46833 RALEIGH NC 27620 566000376 GOVERNMENTAL 883417 GENERAL SUPPORT URBAN MINISTRIES OF WAKE COUNTY 1390 CAPITAL BLVD 3000 NEW BERN AVENUE RALEIGH NC 27603 581422700 501(C)(3) 11000 GENERAL SUPPORT WAKE COUNTY MEDICAL SOCIETY RIGHT CARE 2500 BLUE RIDGE ROAD RALEIGH NC 27607 561150521 501(C)(6) 350000 MEDICAL CARE 23 2 LODGING 78 115639 FMV 1,442 NGT STAYS AT HEART CTR INN PRESCRIPTION DRUGS DONATIONS 4520 28274 FMV PRESCRIPTION DRUGS SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS ALL GRANT/FUNDING REQUESTS MUST BE MADE IN WRITING. 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. IN MOST CASES, WAKEMED TRACKS HOW THE GIFT WAS USED, THE OUTCOMES, AND THE 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 false true X X X X X false false false false false false false true false ROYLYN JOHNSON FORMER SECRETARY (UNTIL 2/07/2023) 124836 0 2000 0 1712 0 7752 0 859 0 137159 0 0 0 DONALD GINTZIG PRESIDENT & CEO 1386023 0 735700 0 72180 0 20700 0 3909 0 2218512 0 0 0 THOMAS GOUGH EVP & CHIEF OPERATING OFFICER 659477 0 2000 0 21398 0 20700 0 432 0 704007 0 0 0 DAVID NUSSMAN VP, COMPLIANCE & PRIVACY OFFICER INTERIM 156643 0 2000 0 124 0 10069 0 32178 0 201014 0 0 0 STEPHANIE SESSOMS EVP & CHIEF FINANCIAL OFFICER 419010 0 2000 0 2958 0 18959 0 24685 0 467612 0 0 0 CYNTHIA ALNESS-BOILY SVP, OPERATIONS & CNO 420564 0 2000 0 22313 0 17617 0 27942 0 490436 0 0 0 REBECCA ANDREWS SVP & ADMINISTRATOR RALEIGH 501669 0 2000 0 23465 0 20700 0 14199 0 562033 0 0 0 VALERIE BARLOW SVP & ADMINISTRATOR NORTH 363621 0 2000 0 893 0 20700 0 33046 0 420260 0 0 0 KAREN BASH MD CHIEF MEDICAL OFFICER, NORTH 384560 0 1000 0 5019 0 20700 0 12782 0 424061 0 0 0 SETH BRODY MD EVP, CHIEF PHYSICIAN EXECUTIVE 677387 0 2000 0 3207 0 20700 0 0 0 703294 0 0 0 THOMAS CAVENDER VP, FACILITIES & CONSTRUCTION 344883 0 2000 0 21157 0 20700 0 11391 0 400131 0 0 0 KAREN CHILTON MD SVP & CHIEF QUALITY OFFICER 421646 0 2000 0 651 0 20700 0 0 0 444997 0 0 0 CHRISTINE CRAIG VP, GOVERNMENTAL AFFAIRS 304310 0 2000 0 17123 0 18910 0 34331 0 376674 0 0 0 JERONICA GOODWIN SVP, HUMAN RESOURCES & CHIEF PEOPLE OFFICER 379109 0 2000 0 590 0 20246 0 11391 0 413336 0 0 0 CHARLES HARR MD CHIEF MEDICAL OFFICER, RALEIGH 462440 0 1000 0 6263 0 20700 0 3610 0 494013 0 0 0 GAYLA HARVEY VP, PAYOR STRATEGY & MANAGED CARE CONTRACTING 325767 0 2000 0 2201 0 19939 0 11991 0 361898 0 0 0 THOMAS HUGHES SVP & ADMINISTRATOR CARY 336823 0 2000 0 1501 0 20625 0 5015 0 365964 0 0 0 CAROLYN KNAUP SVP, STRATEGIC VENTURES & AMBULATORY OPERATIONS 395406 0 2000 0 19390 0 20700 0 24892 0 462388 0 0 0 MICAH KREMPASKY MD CHIEF MEDICAL OFFICER, MENTAL HEALTH & WELL-BEING 347630 0 16004 0 543 0 20700 0 31970 0 416847 0 0 0 DEBRA LAUGHERY VP, MARKETING & COMMUNICATIONS 341047 0 2000 0 21046 0 20519 0 14812 0 399424 0 0 0 BRIAN LYNDE VP, CHIEF LEGAL OFFICER 341347 0 2000 0 20716 0 18064 0 20467 0 402594 0 0 0 PETER MARKS VP & CHIEF INFORMATION OFFICER 416145 0 2000 0 18535 0 19571 0 1965 0 458216 0 0 0 JOHN PERRY MD VP, MEDICAL INFORMATION 397641 0 2000 0 2847 0 20700 0 35341 0 458529 0 0 0 RICK SHRUM VP & CHIEF STRATEGY OFFICER 392583 0 2000 0 2780 0 20700 0 27735 0 445798 0 0 0 DOUG TROCINSKI MD CHIEF MEDICAL OFFICER, CARY ADMINISTRATION 313213 0 1000 0 1367 0 9496 0 1191 0 326267 0 0 0 BRYON BOULTON MD PHYSICIAN 1140071 0 331528 0 1710 0 20700 0 32291 0 1526300 0 0 0 TIMOTHY HARRIS MD PHYSICIAN 828442 0 459152 0 3963 0 20700 0 32178 0 1344435 0 0 0 KEVIN MANOCHA MD PHYSICIAN 448253 0 875461 0 413 0 11340 0 14441 0 1349908 0 0 0 ASHISH PATEL MD PHYSICIAN 806502 0 822517 0 2074 0 20700 0 35020 0 1686813 0 0 0 JUDSON WILLIAMS MD PHYSICIAN 1018803 0 342836 0 1098 0 20700 0 32291 0 1415728 0 0 0 SCHEDULE J, PART I, LINE 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS TAX INDEMNIFICATION AND GROSS-UP PAYMENTS ARE PAID TO SOME KEY EMPLOYEES. THEY ARE INCLUDED IN TAXABLE INCOME. SCHEDULE J, PART I, LINE 1B WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT OF EXPENSES TAX GROSS-UPS FOR KEY EMPLOYEES ARE COVERED BY THE EMPLOYEE AGREEMENT OR ARE APPROVED BY THE BOARD OF DIRECTORS. SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS 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. A PUBLIC FINANCE AUTHORITY 273866124 74442CBZ6 2019-04-10 380794512 SEE PART VI false false false A 0 0 380794512 0 0 0 2909859 0 0 80000000 297884653 0 2022 true true true true A false true true true false false 0.0 0.0 0.0 false false 0 false true A false false false true false false 0 false false false 0 false false true A true SCHEDULE K, PART I PART I, A(F) EFFECTIVE APRIL 1, 2019, WAKEMED, THROUGH THE PUBLIC FINANCE AUTHORITY (THE 'AUTHORITY"), ISSUED $207.7M OF HOSPITAL REVENUE BONDS, SERIES 2019A ('SERIES 2019A BONDS"), $79.0M OF HOSPITAL REVENUE BONDS, SERIES 2019B ("SERIES 2019B BONDS"), AND $79.0M OF HOSPITAL REVENUE BONDS, SERIES 2019C ("SERIES 2019C BONDS"). A PORTION OF THE SERIES 2019A BONDS PROCEEDS WERE USED TO REFUND THE OUTSTANDING SERIES 2009B AND 2009C BONDS AS WELL AS PARTIALLY REFUND THE OUTSTANDING SERIES 2012A BONDS. THE REMAINING PROCEEDS OF THE SERIES 2019A BONDS WILL BE USED TO PAY FOR THE EXPANSION OF WAKEMED CARY HOSPITAL AND FUND CAPITAL IMPROVEMENTS AND EQUIPMENT PURCHASES AT WAKEMED'S VARIOUS HOSPITALS. THE PROCEEDS OF THE SERIES 2019B AND 2019C BONDS WERE USED TO REFINANCE TWO OUTSTANDING TAXABLE TERM LOANS. THE LOANS WERE TO FINANCE COSTS ASSOCIATED WITH NORTH HOSPITAL AND INFORMATION TECHNOLOGY IMPLEMENTATION PROJECTS. THEY WERE ALSO USED TO PURCHASE TWO PREVIOUSLY LEASED BUILDINGS, RALEIGH MEDICAL PARK AND BRIER CREEK HEALTHPLEX. SCHEDULE K, PART I PART I, A(E): PRICE VARIANCE $13,925,283 ISSUE PRICE VARIANCE IS PREMIUM PAID AT 2019A ISSUANCE. SCHEDULE K, PART II, LINE 3 SCHEDULE K, PART II, 3, COLUMNS A TOTAL PROCEEDS INCLUDE INVESTMENT EARNINGS. SCHEDULE K, PART IV, LINE 2C COLUMN A ISSUER NAME: PUBLIC FINANCE AUTHORITY THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 06/10/2024 LAURA KALORIN HELTON MD FAMILY MEMBER 697310 FAMILY MEMBER IS AN EMPLOYED PHYSICIAN false LAURA KALORIN HELTON MD FAMILY MEMBER 45027 FAMILY MEMBER IS AN EMPLOYED PHYSICIAN false J BLOUNT WILLIAMS OWNER OF BUSINESS 314375 THE BUSINESS SELLS FURNITURE TO THE ORGANIZATION false J BLOUNT WILLIAMS FAMILY MEMBER 1362737 SON JUDSON WILLIAMS IS A PHYSICIAN AND ONE OF THE TOP 5 HIGHLY COMPENSATED EMPLOYEES false MARY NASH RUSHER FAMILY MEMBER 393458 FAMILY MEMBER IS AN EMPLOYED PHYSICIAN false SONIA BARNES CONSULTANT 30000 BUSINESS HAS A SERVICE CONTRACT WITH THE ORGANIZATION false BOX C: ALSO DOING BUSINESS AS 1. WAKEMED HEALTH & HOSPITALS 2. DAILY DOSE CAFE 3. WAKE AHEC 4. WAKE AREA HEALTH EDUCATION CENTER 5. WAKE MEDICAL CENTER 6. WAKEMED APEX HEALTHPLEX 7. WAKEMED BRIER CREEK HEALTHPLEX 8. WAKEMED CANCER CARE - HEMATOLOGY & MEDICAL ONCOLOGY 9. WAKEMED CANCER CARE - WAVERLY HEMATOLOGY & MEDICAL ONCOLOGY 10. WAKEMED CARDIAC REHAB - CARY 11. WAKEMED CARDIAC REHAB - RALEIGH CAMPUS 12. WAKEMED CARY HOSPITAL 13. WAKEMED CARY HOSPITAL OUTPATIENT REHAB - CARY 14. WAKEMED CARY HOSPITAL SLEEP CENTER 15. WAKEMED CARY OUTPATIENT REHAB CENTER 16. WAKEMED CENTER FOR INNOVATIVE LEARNING 17. WAKEMED CHILDREN'S 18. WAKEMED CHILDREN'S HOSPITAL 19. WAKEMED CLAYTON MEDICAL PARK 20. WAKEMED DIAGNOSTIC CENTER 21. WAKEMED EMERGENCY SERVICES INSTITUTE 22. WAKEMED EMPLOYEE PHARMACY 23. WAKEMED FUQUAY VARINA MEDICAL PARK 24. WAKEMED GARNER HEALTHPLEX 25. WAKEMED HEART CENTER 26. WAKEMED HOME CARE 27. WAKEMED HOME HEALTH 28. WAKEMED LAB 29. WAKEMED MEDICAL SIMULATION CENTER 30. WAKEMED MENTAL HEALTH & WELL-BEING HOSPITAL - WAKEBROOK 31. WAKEMED MOBILE CRITICAL CARE SERVICES 32. WAKEMED MORRISVILLE MEDICAL PARK 33. WAKEMED NEW BERN AVENUE CAMPUS 34. WAKEMED NORTH 35. WAKEMED NORTH HOSPITAL 36. WAKEMED OUTPATIENT NEURO REHABILITATION - CARY 37. WAKEMED OUTPATIENT REHAB - CLAYTON 38. WAKEMED OUTPATIENT REHAB - DURANT ROAD 39. WAKEMED OUTPATIENT REHAB - RALEIGH CAMPUS 40. WAKEMED OUTPATIENT SPECIALTY REHAB - CARY HOSPITAL 41. WAKEMED PATHOLOGY LABORATORY 42. WAKEMED PROFESSIONAL STAFF 43. WAKEMED RALEIGH CAMPUS 44. WAKEMED RALEIGH MEDICAL PARK 45. WAKEMED REHAB 46. WAKEMED REHABILITATION HOSPITAL 47. WAKEMED WAKE FOREST MEDICAL PARK 48. WAKEMED WAKE FOREST ROAD OUTPATIENT REHAB CENTER 49. WAKEMED WENDELL HEALTHPLEX 50. WAKEMED WESTERN WAKE MEDICAL CENTER 51. WESTERN WAKE MEDICAL CENTER 52. WAKEMED PHYSICIAN PRACTICES 53. WAKEMED HEART & VASCULAR- ADVANCED HEART FAILURE 54. WAKE ORTHOPEDICS 55. WAKEMED BARIATRIC SURGERY & MEDICAL WEIGHT LOSS 56. WAKEMED CENTER FOR COMMUNITY HEALTH 57. WAKEMED CHILDREN'S - PEDIATRIC BEHAVORIAL HEALTH 58. WAKEMED CHILDREN'S - PEDIATRIC CARDIOLOGY 59. WAKEMED CHILDREN'S - PEDIATRIC ENDOCRINOLOGY 60. WAKEMED CHILDREN'S - PEDIATRIC GASTROENTEROLOGY 61. WAKEMED CHILDREN'S - PEDIATRIC INTENSIVIST 62. WAKEMED CHILDREN'S - PEDIATRIC MINOR PROCEDURES 63. WAKEMED CHILDREN'S - PEDIATRIC PULMONOLOGY & SLEEP MEDICINE 64. WAKEMED CHILDREN'S - PEDIATRIC SURGERY 65. WAKEMED CHILDREN'S - PEDIATRIC UROLOGY 66. WAKEMED CHILDREN'S - PEDIATRIC WEIGHT MANAGEMENT 67. WAKEMED CHILDREN'S - SPECIAL INFANT CARE 68. WAKEMED CORPORATE HEALTH SERVICES 69. WAKEMED CRITICAL CARE MEDICINE 70. WAKEMED ENT-HEAD & NECK SURGERY 71. WAKEMED GASTROENTEROLOGY 72. WAKEMED GENERAL SURGERY 73. WAKEMED HEART & VASCULAR 74. WAKEMED HEART & VASCULAR - ADVANCED HEART FAILURE 75. WAKEMED HEART & VASCULAR - CARDIOLOGY 76. WAKEMED HEART & VASCULAR - CARDIOVASCULAR & THORACIC SURGERY 77. WAKEMED HEART & VASCULAR - CARY CARDIOLOGY 78. WAKEMED HEART & VASCULAR - COMPLEX ARRHYTHMIA 79. WAKEMED HEART & VASCULAR - STRUCTURAL HEART 80. WAKEMED HEART & VASCULAR - VASCULAR SURGERY 81. WAKEMED HEART & VASCULAR PHYSICIANS 82. WAKEMED HOSPITALIST 83. WAKEMED IMAGING 84. WAKEMED INFECTIOUS DISEASES 85. WAKEMED MATERNAL FETAL MEDICINE 86. WAKEMED MOBILE WELLNESS 87. WAKEMED NEONATOLOGY 88. WAKEMED OBSTETRICS & GYNECOLOGY 89. WAKEMED OUTPATIENT BEHAVIORAL HEALTH 90. WAKEMED PHYSICAL THERAPY 91. WAKEMED PLASTIC & RECONSTRUCTIVE SURGERY 92. WAKEMED PSYCHIATRY - HOSPITAL BASED 93. WAKEMED PULMONOLOGY 94. WAKEMED PULMONOLOGY & SLEEP MEDICINE 95. WAKEMED RHEUMATOLOGY 96. WAKEMED TOBACCO CESSATION - SPECIALTY 97. WAKEMED TRANSITIONAL HEALTH 98. WAKEMED URGENT CARE 99. WAKEMED UROGYNECOLOGY 100. WAKEMED UROLOGY 101. WAKEMED VASCULAR SURGERY 102. WAKEMED WAKE ORTHOPAEDICS 103. WAKEMED WESTERN WAKE SURGICAL 104. WAKEMED WOUND CARE CENTER 105. WAKEMED PRIMARY CARE - APEX 106. WAKEMED PRIMARY CARE - BRIER CREEK 107. WAKEMED PRIMARY CARE - CAMERON VILLAGE 108. WAKEMED PRIMARY CARE - DOWNTOWN RALEIGH 109. WAKEMED PRIMARY CARE - EMPLOYEE HEALTH 110. WAKEMED PRIMARY CARE - FORESTVILLE CROSSING 111. WAKEMED PRIMARY CARE - FUQUAY VARINA 112. WAKEMED PRIMARY CARE - GARNER 113. WAKEMED PRIMARY CARE - HOLLY SPRINGS 114. WAKEMED CHILDREN'S PEDIATRIC PRIMARY CARE - CLAYTON 115. WAKEMED CHILDREN'S PEDIATRIC PRIMARY CARE - KILDAIRE 116. WAKEMED CHILDREN'S PEDIATRIC PRIMARY CARE - RALEIGH 117. WAKEMED CHILDREN'S PEDIATRICS 118. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - BRIGHTLEAF 119. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - HOPE VALLEY 120. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - LOWES GROVE 121. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - MARKET AT RIVERWOOD 122. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - SPRING FOREST 123. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - TEN TEN 124. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - UNIVERSITY PLACE 125. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - CLAYTON 126. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - FAYETTEVILLE ROAD 127. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - GARNER 128. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - GLENWOOD 129. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - WAKE FOREST 130. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - WEST CARY 131. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - ZEBULON 132. WAKEMED PRIMARY CARE - KILDAIRE 133. WAKEMED PRIMARY CARE - KILDAIRE FARM ROAD 134. WAKEMED PRIMARY CARE - KNIGHTDALE 135. WAKEMED PRIMARY CARE - MORRISVLLE MEDICAL PARK 136. WAKEMED PRIMARY CARE - NORTH RALEIGH 137. WAKEMED PRIMARY CARE - OBERLIN 138. WAKEMED PRIMARY CARE - RALEIGH 139. WAKEMED PRIMARY CARE - WAKE FOREST MEDICAL PARK 140. WAKEMED PRIMARY CARE - WEST CARY 141. WAKEMED COMMUNITY TOBACCO CESSATION FORM 990, PART III, LINE 4D DESCRIPTION OF OTHER PROGRAM SERVICES (EXPENSES $ 1,050,768,482 INCLUDING GRANTS OF $ 2,446,070)(REVENUE $ 1,210,037,532) OTHER PROGRAM SERVICES INCLUDE HOSPITAL IN AND OUTPATIENT ANCILLARY CARE SERVICES IN OTHER SPECIALTY AREAS NOT LISTED ABOVE. 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 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. FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY THE ENTIRE 990 AND ASSOCIATED SCHEDULES ARE REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS WHO ACKNOWLEDGE THEY HAVE REVIEWED FORMS AND SCHEDULES AND THEN RECOMMEND APPROVAL TO THE BOARD. A FINAL COPY IS PROVIDED TO THE BOARD BEFORE FILING. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY THE ORGANIZATION MONITORS AND ENFORCES THE CONFLICT OF INTEREST POLICY IN VARIOUS WAYS. EACH YEAR, MEMBERS OF THE BOARD, COMMITTEES WITH BOARD DELEGATE POWERS, 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 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. FORM 990, PART VI, LINE 15A PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL REVIEW OF COMPENSATION IS PERFORMED BY AN INDEPENDENT FIRM. CEO COMPENSATION IS REVIEWED WITH AN OUTSIDE FIRM EVERY YEAR. EVERY THREE YEARS AN EXECUTIVE COMPETITIVE COMPENSATION REVIEW IS PERFORMED. ON ALTERNATE YEARS, THE SVP/HR PRESENTS MARKET DATA COMPARISONS TO A BOARD OF DIRECTOR'S COMMITTEE FOR REVIEW. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC THE 990 IS AVAILABLE BY REQUEST AND IS PUBLISHED ON GUIDESTAR. FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE THROUGH THE NC 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 THE NC SECRETARY OF STATE WEBSITE. FORM 990, PART VIII, LINE 2F OTHER PROGRAM SERVICE REVENUE MGMT SRVCS - TOTAL REVENUE: 702729, RELATED OR EXEMPT FUNCTION REVENUE: , UNRELATED BUSINESS REVENUE: 702729, REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: ; SOURTHERN ALLIANCE - TOTAL REVENUE: 702729, RELATED OR EXEMPT FUNCTION REVENUE: 702729, UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: ; CORP / COMM SVCS - TOTAL REVENUE: 1028183, RELATED OR EXEMPT FUNCTION REVENUE: 1028183, UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: ; EDUCATIONAL FEES - TOTAL REVENUE: 628437, RELATED OR EXEMPT FUNCTION REVENUE: 628437, UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: ; GUEST ROOM - TOTAL REVENUE: 357131, RELATED OR EXEMPT FUNCTION REVENUE: 357131, UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: ; LIBRARY - TOTAL REVENUE: 4670, RELATED OR EXEMPT FUNCTION REVENUE: 4670, UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: ; MEDICAL RECORDS - TOTAL REVENUE: 109901, RELATED OR EXEMPT FUNCTION REVENUE: 109901, UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: ; PHYS CARE & MGMT SVCS - TOTAL REVENUE: 3997908, RELATED OR EXEMPT FUNCTION REVENUE: 3997908, UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: ; STAFF DUES - TOTAL REVENUE: 142542, RELATED OR EXEMPT FUNCTION REVENUE: 142542, UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: ; ED TELEPHONE TRIAGE - TOTAL REVENUE: 141988, RELATED OR EXEMPT FUNCTION REVENUE: 141988, UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: ; KIDWKS / CHAPLN TUITION - TOTAL REVENUE: 132012, RELATED OR EXEMPT FUNCTION REVENUE: 132012, UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: ; VENDING - TOTAL REVENUE: 226564, RELATED OR EXEMPT FUNCTION REVENUE: 226564, UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: ; OTHER NONOP REVENUE - TOTAL REVENUE: 3503455, RELATED OR EXEMPT FUNCTION REVENUE: 3503455, 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 CHANGE IN FUND BALANCE - -5214835; UNRESTRICTED TO RESTRICTED - 535438; CAPITAL CONTRIBUTIONS - 268948; ALLEN CHARITABLE TRUST - 11921; TRANSFERS BETWEEN AFFILIATES - -7388894; NON-CAP CONTRIBUTIONS - -129512; TOTAL - -11916934; WAKE SPECIALTY PHYSICIANS LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 264169156 MEDICAL OFFICE NC 70906890 50925041 NA CSAMS NEW BERN AVENUE LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 260554927 HEALTHCARE NC 0 0 NA WAKEMED SPECIALISTS GROUP LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 834333066 MEDICAL OFFICE NC 24476441 53214469 NA NETWORK FOR ADVANCING BEHAVIORAL HEALTH 3000 NEW BERN AVENUE RALEIGH NC 27610 850731932 HEALTHCARE NC 0 0 NA CONNECTED COMMUNITY 3000 NEW BERN AVENUE RALEIGH NC 27610 HEALTHCARE NC 0 0 NA WAKEMED INNOVATIONS LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 850754377 HEALTHCARE NC 0 0 NA WAKEMED SURGERY CENTER - CARY LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 874584595 HEALTHCARE NC 2945854 6881748 NA WAKEMED SURGERY CENTER - NORTH RALEIGH LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 921525905 HEALTHCARE NC 695688 10564697 NA WAKEMED TRAVEL STAFFING LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 880859089 HEALTHCARE NC 0 -4642 NA WAKEMED ANCILLARY SERVICES LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 861889661 HEALTHCARE NC 0 0 NA WAKEMED AUXILIARY SERVICES LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 SHARED SERVICES NC 0 0 NA WAKEMED OP LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 921332941 HEALTHCARE NC 86679852 22066762 NA WSG INVESTMENT ENTITY - CARY LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 HEALTHCARE NC 0 0 NA WAKEMED SURGICAL VENTURES 3000 NEW BERN AVENUE RALEIGH NC 27610 862939200 HEALTHCARE NC 0 0 NA WAKEMED BEHAVIORAL HEALTH SERVICES LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 883629745 HEALTHCARE NC 0 0 NA WAKE PROPERTY SERVICES 3000 NEW BERN AVENUE RALEIGH NC 27610 561133894 LEASING NC 501(C)(3) TYPE II NA false WAKE FACULTY PRACTICE PLAN 3000 NEW BERN AVENUE RALEIGH NC 27610 237169178 MEDICAL NC 501(C)(3) TYPE II NA false THE VOLUNTEERS AT CARY CAMPUS 3000 NEW BERN AVENUE RALEIGH NC 27610 561798031 VOLUNTEERS NC 501(C)(3) TYPE II NA false WAKEMED FOUNDATION 3000 NEW BERN AVENUE RALEIGH NC 27610 561916549 SUPPORT NC 501(C)(3) 7 NA false THE VOLUNTEERS AT RALEIGH CAMPUS 3000 NEW BERN AVENUE RALEIGH NC 27610 560749114 VOLUNTEERS NC 501(C)(3) TYPE II NA false CAPITAL CITY SURG CNTR 3000 NEW BERN AVE RALEIGH NC 27610 260804803 HEALTHCARE NC NA RELATED false false 0.51 HOLLY SPRINGS SURGICAL VENTURE LLC 9131 ANSON WAY 304 RALEIGH NC 27615 473753856 HEALTHCARE NC NA RELATED false false 0.67 PEDIATRIC MSO LLC 3000 NEW BERN AVE RALEIGH NC 27610 831266724 HEALTHCARE NC NA RELATED false false 0.51 WAKE PET SERVICES LLC 3000 NEW BERN AVE RALEIGH NC 27610 263108205 HEALTHCARE NC NA RELATED false false 0.515 WAKEMED CHILDREN'S PM PEDIATRICS URGENT CARE LLC 3000 NEW BERN AVE RALEIGH NC 27610 831612410 HEALTHCARE NC NA RELATED false false 0.51 WAKEMED INNOVATIONS VENTURE FUND LLC 3000 NEW BERN AVE RALEIGH NC 27610 853301986 HEALTHCARE NC NA RELATED false false 0.98 ROCKROOM INSURANCE COMPANY (SPC) LTD 62 FORUM LANE 3 FLOOR PO BOX 30600 CJ JY11203 566017737 CAPTIVE INSURANCE CJ NA C CORPORATION 1 true QUALITY TEXTILE SERVICES 313 SOUTH ROGERS LANE RALEIGH NC 27610 561943802 TEXTILE SERVICES NC NA C CORPORATION 0.5 false WAKEMED KEY COMMUNITY CARE LLC 3000 NEW BERN AVE RALEIGH NC 27610 462853835 HEALTHCARE NC NA C CORPORATION 0.5 false false true true false false false false false false true true true false false false false false true true WAKMED PROPERTY SERVICES J 1163591 FMV WAKEMED PROPERTY SERVICES K 11094591 FMV WAKEMED PROPERTY SERVICES S 11747969 FMV WAKEMED FOUNDATION C 5093377 FMV ROCKROOM INSURANCE COMPANY (SPC) LTD B 8590966 FMV QUALITY TEXTILE SERVICES L 4260106 FMV WAKEMED FOUNDATION C 253122 FMV WAKEMED PROPERTY SERVICES R 50342382 FMV