2025-08-14T23:41:54+00:00 2024-09-30 346565596 ERNST & YOUNG US LLP 55 IVAN ALLEN JR BOULEVARD ATLANTA GA 30308 990 2023-10-01 566017737 WakeMed WAKE 9193500522 3000 NEW BERN AVE RALEIGH NC 276101215 STEPHANIE T SESSOMS EXECUTIVE VICE PRESIDENT, CFO 9193500522 2025-08-15 true Aerrial M Orr P01598400 4048748300 2025-08-15 2023 2025-03-06 01:10:19Z SEE SCHEDULE O DONALD GINTZIG 3000 NEW BERN AVE RALEIGH NC 276101215 2572730113 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 13697 1306 12319402 0 7286893 4849160 2042419768 2268304727 16892187 23071238 1394520 2134877 2067993368 2298360002 2184378 2249457 0 1105200153 1257451327 0 0 985454245 1027076443 2092838776 2286777227 -24845408 11582775 1866139975 1971085645 1098502248 1085230262 767637727 885855383 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 593427417 0 627048050 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 2024, OUR SURGICAL PATIENTS INCLUDED 32.7% WHO WERE INSURED UNDER MEDICARE, 12.5% WHO WERE INSURED UNDER MEDICAID, AND 3.3% WHO WERE UNINSURED (OR "SELF-PAY OR CHARITY CARE"). 285857537 0 267791864 CARDIOVASCULAR - WAKEMED'S HEART AND VASCULAR PROGRAM IS ONE OF THE LARGEST AND MOST COMPREHENSIVE CARDIOVASCULAR PROGRAMS IN THE STATE OF NORTH CAROLINA. THIS YEAR, 18,442 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 2024, OUR CARDIAC PATIENTS INCLUDED 61.2% WHO WERE INSURED UNDER MEDICARE, 7.3% WHO WERE INSURED UNDER MEDICAID, AND 2.8% 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 FY2024, THE TEAM TRANSPORTED 22,165 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. 180151772 0 322625158 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 24, 15.5% OF OUR TOTAL EMERGENCY PATIENTS WERE INSURED UNDER MEDICARE; 30.7% WERE INSURED UNDER MEDICAID; AND 11.4% WERE UNINSURED SELF-PAY/CHARITY CARE. OVER 42% OF ALL PATIENTS SEEN IN OUR EMERGENCY DEPARTMENTS ARE EITHER MEDICAID OR UNINSURED PATIENT, RESULTING IN WAKEMED PROVIDING CARE OF AN ESTIMATED 70.2% OF WAKE COUNTY'S UNINSURED AND MEDICAID PATIENTS. ALL STAND-ALONE LOCATIONS SERVE AREAS WHICH ARE OTHERWISE UNDERSERVED. 1989875131 true true false true 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 515 0 true 13697 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 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 Blount Williams Board Member 2.1 2.1 X 0 0 0 Christina A Shanahan Board Member 1.8 1.8 X 0 0 0 Dan Blue III Board Member 2.1 2.1 X 0 0 0 Henry L Darnell Board Member (Until 5/25/24) 2.3 2.3 X 0 0 0 James Anthony Penry Board Member 1.8 1.8 X 0 0 0 Keemia Shaw Board Member 1.4 1.4 X 0 0 0 Larry Barbour Board Member (until 5/25/24) 2.5 2.5 X 0 0 0 Laura Helton MD Board Member 1.8 1.8 X 0 0 0 Margaret Bratton Vice Chair 2.1 2.1 X 0 0 0 Mary Nash Rusher 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 1.4 1.4 X 0 0 0 Robert C Rice Jr Board Member 2.1 2.1 X 0 0 0 Satish Garimella Board Member 1.6 1.6 X 0 0 0 Sonia Barnes Board Member 1.8 1.8 X 0 0 0 Thad L McDonald MD Chair 3.2 3.2 X 0 0 0 David Nussman VP, Compliance and Privacy - Interim (From 12/3/23) 55.0 0.0 X 135983 0 34107 Dionne Whitaker Officer - Secretary 50.0 0.0 X 84763 0 7994 Donald Gintzig President & CEO 80.0 0.0 X 1881664 0 23518 Stephanie Sessoms EVP & Chief Financial Officer 65.0 0.0 X 354686 0 36636 Theodore Lotchin VP & Chief Compliance & Privacy Officer (Until 2/24) 60.0 0.0 X 352999 0 45991 Thomas Gough EVP & Chief Operating Officer 60.0 0.0 X 665364 0 20100 Carolyn Knaup SVP - Strategic Ventures & Ambulatory Operations 55.0 0.0 X 404239 0 39580 Charles Harr Chief Medical Officer, Raleigh 60.0 0.0 X 452133 0 22865 Christine Craig VP, Governmental Affairs 60.0 0.0 X 312198 0 47999 Cynthia Alness-Boily SVP - Operations & CNO 60.0 0.0 X 434516 0 42430 Debra Laughery VP, Marketing and Communications 60.0 0.0 X 341675 0 20649 Gayla Harvey VP, Payor Strategy & Managed Care Contracting 48.0 0.0 X 325256 0 30045 Jeff Neisen VP, Revenue Cycle 70.0 0.0 X 329110 0 36955 Jeronica Goodwin SVP, Human Resources 60.0 0.0 X 348755 0 28654 John Perry VP, Medical Information 60.0 0.0 X 393549 0 48441 Karen Bash Chief Medical Officer, North 55.0 0.0 X 382508 0 29759 Karen Chilton MD SVP & Chief Quality Officer 50.0 1.0 X 405466 0 19800 Micah Krempasky Chief Medical Officer, Mental Health & Well-Being 60.0 0.0 X 354244 0 47911 Peter Marks VP & Chief Information Officer 55.0 0.0 X 427229 0 24425 Rebecca Andrews SVP & Administrator Raleigh 70.0 0.0 X 516310 0 33508 Rick Shrum VP & Chief Strategy Officer 55.0 0.0 X 388475 0 43462 Seth Brody EVP, Physician Services 60.0 0.5 X 643534 0 19800 Susan James VP & Chief Legal Officer (Until 12/1/23) 65.0 0.0 X 429287 0 47666 Thomas Cavender VP, Facilities & Construction 60.0 0.0 X 370225 0 31508 Thomas Hughes SVP & Administrator Cary 57.0 0.0 X 333070 0 22620 Valerie Barlow SVP & Administrator North 60.0 0.0 X 357180 0 48712 ashish Patel Physician 60.0 0.0 X 1538517 0 48121 bryon boulton Physician 62.0 0.0 X 1449918 0 45591 gurvinder deol Physician 60.0 0.0 X 1313264 0 50931 judson williams Physician 80.0 0.0 X 1301145 0 48150 mark graham Physician 60.0 0.0 X 1352763 0 20301 Roylyn Johnson Former Secretary (Until 2/7/23) 0.0 0.0 X 121785 0 16722 Shondra Brink Former VP, WakeMed Physician Practices (until 6/3/23) 0.0 0 X 155426 0 14667 18657236 0 1099618 2475 true true false MORRISON MANAGEMENT SPECIALIST PO BOX 102289 ATLANTA GA 303682289 FOOD & NUTRITION SERVICES 13390680 UNC SCHOOL OF MEDICINE 145 MEDICAL CENTER DR STE 400 CB 9515 CHAPEL HILL NC 275999515 RESIDENT FEES 4050918 LABORATORY CORPORATION OF AMERICA PO BOX 12140 BURLINGTON NC 272162140 DIAGNOSTIC TESTING SERVICES 3321429 BMA WAKE-Grtr WAKE AREA ACUTESFRESENIUS MED CARE 16343 COLLECTION CNTR DR CHICAGO IL 60693 KIDNEY DIALYSIS SERVICES 3209231 HEALTH CATALYST INC DEPT CH 17917 PALATINE IL 600557917 DATA & DATA ANALYSIS TECHNOLOGY 3126713 135 270440 4127081 451639 4849160 PATIENT SERVICES 622110 2118985140 2118985140 NON-PATIENT SERVICES 621500 10919717 10919717 CAFETERIA 722210 7060700 7060700 PURCH DISCNTS/REBATES/VHA 900099 5737330 5737330 OTHER OPERATING REVENUE 900099 108600595 49187970 470371 58942254 17001245 16457259 543986 0 2268304727 18312492 385328 17927164 1350991 113323 1237668 0 1237668 1237668 278173239 842295 273968781 288007 4204458 554288 4758746 4758746 GAIN FROM JOINT VENTURES 900099 897209 897209 0 0 0 0 897209 2298360002 2191264908 12319402 89926532 2137186 2137186 112271 112271 12663244 10130595 2532649 1029909811 875423339 154486472 37819699 32146744 5672955 107646433 91499468 16146965 69412140 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X 11582775 83019708 23615173 X false true X 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 X 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 649555 false false 649555 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. 330648 10379 0 1538 339489 332661 2999 5012 330648 336018 1785 5142 332661 336090 5193 5265 336018 335322 6049 5281 336090 0.0 1.0 0.0 false false 3864369 3864369 769342397 469403211 299939186 84713078 45804546 38908532 1097140806 941107976 156032830 149489410 63875231 85614179 584359096 OTHER EQUITY INVESTMENTS 49169035 RESTRICTED FUNDS 23097665 DESIGNATED FUNDS 25264447 PREPAID PENSION 24303625 LEASE RECEIVABLE-LT 613977 INTANGIBLE ASSETS -991 122447758 ACCRUED CLAIMS PAYABLE 21318619 CAPITALIZED LT LEASES 16268255 FV INT RATE SWAP-DEFERRED 14692019 ST SUBSCRIPTION LIABILITY 14932466 DEFERRED REFUND GAIN 2012A 6770884 PENSION DEFERRED INFLOW 9753110 OTHER DEFERRED INFLOWS OF RESOURCES 564928 ACCELERATED PAYMENT LIABILITY J REX WK PEDIATRIC LAUNCH DEFERRED LANDLORD INCENTIVES & RENT -7491 TOTAL DUE TO THIRD-PARTY PAYOR -473744 83819046 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 8074334 0 0 0 0 0 0 8074334 0 8074334 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 true true X true X 250 true X true true false true true 99159299 0 99159299 0.0434 239827289 298885945 0 0.0 9009 5869 3140 0.0000 0 0 338995597 298891814 99162439 0.0434 11809511 250000 11559511 0.0051 19200973 9410726 9790247 0.0043 0 0 0 0.0 0 0 0 0.0 1578315 1578315 0.0007 0 0 32588799 9660726 22928073 0.0100 0 0 371584396 308552540 122090512 0.0534 0 0.0 135482 135482 0.0001 380253 380253 0.0002 0 0.0 0 0.0 0 0.0 0 0.0 2705106 2705106 0.0012 0 0.0 0 0 3220841 0 3220841 0.0014 true 30016901 0 522958259 751303056 -228344797 X true true CAPITAL CITY SURGERY SURGERY 0.51 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 21 true true true true X https://www.wakemed.org/about-us/community-benefit X SEE PART V, LINE 7D X X true 22 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 2022 COMMUNITY HEALTH NEEDS ASSESSMENT. THE ASSESSMENT WAS LED BY LIVE WELL WAKE IN COLLABORATION WITH NINE ORGANIZATIONS INCLUDING THE AREA'S OTHER HEALTH SYSTEMS, ADVANCE COMMUNITY HEALTH, ALLIANCE HEALTH, CITRIX, WAKE COUNTY HEALTH AND HUMAN SERVICES, WAKE COUNTY MEDICAL SOCIETY COMMUNITY HEALTH FOUNDATION.THE CHNA PROCESS OFFERS A VALUABLE OPPORTUNITY TO ADDRESS WAKE COUNTY'S MOST PRESSING NEEDS AND ADVANCE RESIDENTS HEALTH AND WELLBEING. A ROBUST PROCESS USING COLLECTED DATA AND SIGNIFICANT COMMUNITY INPUT WAS USED TO IDENTIFY AND PRIORITIZE THE COMMUNITY'S HEALTH NEEDS. A PRIORITIZATION MATRIX WEIGHTED SCORES TO IDENTIFY AND NARROW PRIORITIES AND COMMUNITY STAKEHOLDERS VOTED TO NARROW DOWN THE FINAL THREE HEALTH PRIORITIES THAT WOULD BE INCLUDED IN THE FINAL CHNA REPORT AND LATER INCORPORATED IN IMPLEMENTATION PLANS. SCORES WERE GIVEN BASED ON ANALYSIS OF COLLECTED PRIMARY AND SECONDARY DATA, FOCUS GROUP FINDINGS, TELEPHONE SURVEY RESULTS, ONLINE SURVEY RESULTS, AND STEERING COMMITTEE PRIORITIZATION RESULTS. THE THREE PRIORITY AREAS IDENTIFIED USING THE MATRIX SCORES ARE: 1. AFFORDABLE HOUSING AND HOMELESSNESS 2. ACCESS TO CARE 3. MENTAL HEALTH AND SUBSTANCE USE DISORDERS THE ABILITY TO ACCESS HEALTH SERVICES IS A CRITICAL PUBLIC HEALTH ISSUE, AS PRIMARY AND PREVENTATIVE SERVICES CAN HELP TO PREVENT OR MANAGE CHRONIC ILLNESSES THUS IMPROVING THE HEALTH OF THE COMMUNITY. A LACK OF FACILITIES AND SPECIALISTS IN LOCAL COMMUNITIES ACROSS THE COUNTY WERE NOTED AS BEING BARRIERS TO ACCESSING CARE AS WAS THE NEED FOR MORE SLIDING SCALE PROVIDERS. THE TRADITIONAL HOURS OFFERED BY MANY HEALTHCARE PROVIDERS ALSO CREATE A BARRIER TO ACCESSING CARE FOR MANY INDIVIDUALS AND FAMILIES WHO ARE FORCED TO MISS AN ENTIRE OR PARTIAL DAY OF WORK IN ORDER TO GO TO THE DOCTOR. ENSURING ALL MEMBERS OF OUR GROWING COMMUNITY HAVE ACCESS TO THE HEALTHCARE SERVICES THEY NEED IS CRITICAL TO MAINTAINING THE HEALTH OF WAKE COUNTY. AS SUCH, WAKEMED IS FOCUSED ON IMPROVING ACCESS TO CARE THROUGH CONTINUED GROWTH AND EXPANSION, AS WELL AS DEVELOPMENT OF INNOVATIVE MODELS OF CARE DELIVERY SUCH AS TELEMEDICINE. WAKEMED HAS ADDED NUMEROUS OUTPATIENT LOCATIONS WITH PRIMARY CARE, URGENT CARE AND SPECIALTY PHYSICIAN OFFICES AS WELL AS AN IMAGING AND LABORATORY SERVICES. WE ARE SUPPORTING UNINSURED AND UNDERINSURED POPOULATIONS NEED FOR CARE THROUGH EXPANDED COMMUNITY CASE MANAGEMENT SERVICES AND THE CENTER FOR COMMUNITY HEALTH WHICH ADDRESSES BOTH THE PHYSICAL AND MENTAL HEALTH NEEDS OF VULNERABLE POPULATIONS THROUGH ITS PROGRAMS. WAKE COUNTY HAS EXPERIENCED AN INCREASE IN THE PREVALENCE AND SEVERITY OF MENTAL HEALTH AND SUBSTANCE ABUSE PROBLEMS OVER RECENT YEARS. AT THE SAME TIME, THE AVAILABILITY OF RESOURCES AND ACCESS TO SERVICES FOR PEOPLE SUFFERING WITH THESE PROBLEMS HAS DECLINED. MENTAL HEALTH/SUBSTANCE USE DISORDERS WAS AN IDENTIFIED PRIORITY IN THE 2013, 2016, 2019 AND AGAIN IN THE 2022 WAKE COUNTY CHNAS. THE MENTAL HEALTH AND SUBSTANCE USE DISORDERS PRIORITY INCLUDES MENTAL HEALTH DISEASE (LIKE DEPRESSION, ALZHEIMER'S, AND SCHIZOPHRENIA), POOR MENTAL HEALTH DAYS, AND HURTING ONESELF, AS WELL AS ALCOHOL, OPIOID, AND ILLEGAL DRUG USE, AND DATA RELATED TO OVERDOSES. LIKE MOST HEALTH SYSTEMS ACROSS THE COUNTRY, WAKEMED HAS SEEN A STEADY INCREASE IN THE DEMAND FOR BEHAVIORAL HEALTH SERVICES - PARTICULARLY POST PANDEMIC. AS SUCH, WE HAVE CONTINUED TO INVEST SIGNIFICANT TIME, ENERGY, AND RESOURCES TO INCREASE THE CAPACITY AND BREADTH OF SERVICES NEEDED TO SUPPORT PATIENTS SUFFERING FROM BEHAVIORAL HEALTH CONDITIONS. MANY OF THESE STRATEGIES RELY ON THE STRONG PARTNERSHIPS WE'VE BUILT WITH COMMUNITY-BASED ORGANIZATIONS AND OUR PEER HEALTHCARE ORGANIZATIONS THROUGHOUT WAKE COUNTY. THROUGH THIS NETWORK FOR ADVANCING BEHAVIORAL HEALTH WE ARE CONNECTING PATIENTS TO MUCH NEEDED RESOURCES. IN ADDITION, WAKEMED RECEIVED APPROVAL IN FEBRUARY 2023 FROM THE NC DIVISION OF HEALTH & HUMAN SERVICES TO DEVELOP A 150-BED MENTAL HEALTH HOSPITAL IN WAKE COUNTY. EFFORTS ALSO CONTINUE USING BEST PRACTICES AND AI TECHNOLOGY TO ENSURE WE ARE CONNECTING PATIENTS WITH THE CRISIS, INPATIENT AND OUTPATIENT RESOURCES THEY NEED. HOUSING AND HOMELESSNESS ARE ALSO SOCIAL DETERMINANTS OF HEALTH THAT ROSE TO THE TOP OF THE WAKE COUNTY PRIORITIZATION MATRIX TO BECOME A PRIORITY AREA FOR THE COUNTY TO FOCUS ON OVER THE COMING YEARS. LACK OF HOUSING AND POOR QUALITY HOUSING ARE FACTORS THAT CAN LEAD TO ADVERSE HEALTH OUTCOMES. THE HOUSING AND HOMELESSNESS PRIORITY CONTAINS INFORMATION RELATED TO THE COST OF HOUSING TO OWN AND RENT, HOUSING CHOICES, SAFE HOUSING, AND NUMBER OF PERSONS EXPERIENCING HOUSING COST BURDEN AND HOMELESSNESS. WAKEMED IS ACTIVELY ENGAGED IN SUPPORTING OUR COMMUNITY'S HOMELESS POPULATION THROUGH COMMUNITY CASE MANAGEMENT AND OTHER PROGRAMS PROVIDED AT THE NEW CENTER FOR COMMUNITY HEALTH ESTABLISHED IN 2022. FOCUSING ON SOCIAL DETERMINANTS OF HEALTH, WE CONTINUE TO EXPLORE INNOVATIVE WAYS TO IMPROVE ACCESS TO CARE FOR PATIENTS IN WAKE COUNTY WHO ARE DEALING WITH HOUSING INSECURITY. IN ADDITION TO OUR EMERGENCY DEPARTMENTS WHO REGULARLY CARE FOR THOSE WITHOUT HOUSING, THE CENTER FOR COMMUNITY HEALTH PROVIDES PRIMARY CARE AND MENTAL HEALTH SERVICES TO THIS POPULATION WHILE COMMUNITY CASE MANAGERS WORK TO CONNECT THEM WITH MUCH NEEDED COMMUNITY RESOURCES. MEMBERS OF OUR BOARD AND STAFF ACTIVELY ENGAGE IN COUNTY EFFORTS TO REDUCE AND PREVENT HOMELESSNESS. 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 LIVE WELL WAKE TEAM WORKED FROM JUNE 2021 TO APRIL 2022 TO PLAN, COLLECT AND ANALYZE DATA AND PRIORITIES. AN EIGHT-PHASE PROCESS DEVELOPED BY NCIPH AND INFORMED BY THE COUNTY HEALTH RANKINGS MODEL, EMPHASIZING HOW POLICIES AND PROGRAMS INFLUENCE A VARIETY OF HEALTH FACTORS WHICH LEAD TO HEALTH OUTCOMES. THE PROCESS INCLUDED COLLECTING NEW DATA THROUGH A COMMUNITY HEALTH SURVEY AND FOCUS GROUPS, REVIEWING EXISTING NATIONAL AND STATE SECONDARY DATA. COVID-19 PANDEMIC REQUIRED SOME DATA COLLECTION METHODS TO BE ADJUSTED. THE COMMUNITY HEALTH OPINION SURVEY (CHOS), CAPTURED THE INPUT OF 1073 WAKE COUNTY RESIDENTS. IN ADDITION, 6 FOCUS GROUPS WERE CONDUCTED WITH RESIDENTS TO GAIN AN UNDERSTANDING OF THE STORIES AND EXPERIENCES OF COUNTY RESIDENTS IN SPECIFIC GEOGRAPHIC AREAS AND ON SPECIFIC TOPICS OF INTEREST DETERMINED BY THE STEERING COMMITTEE AND INFORMED BY THE PREVIOUS HEALTH ASSESSMENT. EFFORTS WERE TAKEN TO ENSURE THE BROADEST INTERESTS OF THE COMMUNITY WERE INCORPORATED. AS OUTLINED THROUGHOUT THE 2022 REPORT, A SIGNIFICANT AMOUNT OF DATA AND INFORMATION HAS BEEN REVIEWED AND INCORPORATED IN THIS PROCESS, AND THE PLANNING PARTNERS HAVE BEEN CAREFUL TO ENSURE THAT A VARIETY OF SOURCES WERE LEVERAGED TO DEVELOP A TRULY COMPREHENSIVE REPORT. TO PAINT A MORE COMPLETE PICTURE OF WAKE COUNTY'S HEALTH NEEDS, THE 2022 CHNA PROCESS USED ASSESSMENT METHODS INCLUDING BOTH PUBLICLY AVAILABLE, EXISTING STATISTICAL DATA AS WELL AS NEW DATA THAT WERE COLLECTED DIRECTLY FROM THE COMMUNITY. NEW RESEARCH DATA WAS COLLECTED VIA INTERNET SURVEYS, AND FOCUS GROUPS. IN TOTAL MORE THAN 5,900 PEOPLE PARTICIPATED IN THE PROCESS. TIME PERIOD FOR INPUT: JUNE 2021 THROUGH APRIL 2022. DESCRIPTION OF MEDICALLY UNDERSERVED, LOW-INCOME OR MINORITY POPULATIONS THAT PROVIDED INPUT: MEDICALLY UNDERSERVED INCLUDE THOSE WITHOUT MEDICAL INSURANCE OR ACCESS TO MEDICAL CARE. DATA SUCH AS RATES OF FREE AND REDUCED LUNCH, FOOD INSECURITY, HOMELESSNESS, POVERTY RATES / MEDIAN INCOME DESCRIBED LOW-INCOME RESIDENTS IN THE COUNTY. RACIAL AND ETHNIC MINORITY POPULATIONS, THE HOMELESS POPULATION, LIMITED ENGLISH-SPEAKING HOUSEHOLDS, AND SPANISH-SPEAKING RESIDENTS DESCRIBE THE MINORITY POPULATIONS FROM WHOM DATA WAS GATHERED. INPUT BY MEDICALLY UNDERSERVED, LOW-INCOME OR MINORITY POPULATIONS: THE 2022 CHNA REPORT PROVIDES A SIGNIFICANT AMOUNT OF PRIMARY AND SECONDARY DATA SPECIFIC TO THE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS IN WAKE COUNTY. GATHERING SECONDARY DATA WAS EASILY ACCOMPLISHED BY ACCESSING EXISTING SOURCES. IN ADDITION, INPUT FROM NUMEROUS COMMUNITY ORGANIZATIONS WITH KNOWLEDGE OF THE ISSUES THAT NEED TO BE ADDRESSED WITHIN WAKE COUNTY WAS GATHERED THROUGHOUT THE ENTIRE PROCESS. HOWEVER, IT WAS RECOGNIZED THERE ARE LIMITATIONS TO GATHERING PRIMARY DATA IN THE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS, SUCH AS ZIP CODE/CENSUS TRACT ISSUES, LEGAL AND PRACTICAL ISSUES GATHERING DATA FOR CHILDREN, AND THE POTENTIAL TO INCORPORATE "STALE" DATA, THE 2022 COMMUNITY HEALTH ASSESSMENT TEAM (CHAT) INVESTED A SIGNIFICANT AMOUNT OF TIME AND ENERGY TO TAILOR OUTREACH ACTIVITIES TO REACH THESE POPULATIONS TO GATHER DATA FOR THE FINAL REPORT. THE COMMUNITY HEALTH ASSESSMENT TEAM (CHAT) MADE A CONCERTED EFFORT TO ENGAGE SAFETY NET HEALTHCARE PROVIDERS, AND OTHER PROVIDERS OF SERVICES FOR THE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS. PARTNERING WITH THESE LOCAL ORGANIZATIONS WITH ACCESS TO THESE POPULATIONS, ALLOWED US TO CONDUCT SIX FOCUS GROUPS SPECIFICALLY TARGETING RESIDENTS OF SOUTHEAST RALEIGH, EASTERN WAKE COUNTY, THOSE SUFFERING WITH MENTAL HEALTH AND SUBSTANCE ABUSE, OLDER ADULTS, THE LATINX COMMUNITY, INDIVIDUALS EXPERIENCING HOMELESSNESS AND TRANSIT RIDERS TO MORE FULLY REPRESENT THE NEEDS OF THE UNDERSERVED POPULATION. YOUTH HAVE BEEN TYPICALLY UNDERREPRESENTED SO THE 2022 CHNA IS THE FIRST WAKE COUNTY CHNA THAT SPECIFICALLY TARGETED YOUTH PARTICIPANTS THROUGH A STORY TELLING/DISCUSSION SERIES OF MEETINGS. LASTLY, THE PRIORITIZATION PROCESS, WHICH CONCLUDED THE DATA COLLECTION PERIOD, PROVIDED THE ENTIRE COMMUNITY OF WAKE COUNTY WITH THE OPPORTUNITY TO DECIDE WHICH ISSUES SHOULD BE THE FOCUS OF CHNA ACTION PLANS FOR THE NEXT THREE YEARS. WAKEMED MANAGEMENT BELIEVES THAT THE 2022 CHNA ADEQUATELY INCORPORATES INPUT FROM THE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS. THE ASSESSMENT WAS LED BY LIVE WELL WAKE IN COLLABORATION WITH NINE ORGANIZATIONS INCLUDING THE AREA'S OTHER HEALTH SYSTEMS, ADVANCE COMMUNITY HEALTH, ALLIANCE HEALTH, CITRIX, WAKE COUNTY HEALTH AND HUMAN SERVICES, WAKE COUNTY MEDICAL SOCIETY COMMUNITY HEALTH FOUNDATION. 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.. DUKE RALEIGH HOSPITAL, UNC REX AND WAKEMED. 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.. THE ASSESSMENT WAS LED BY LIVE WELL WAKE IN COLLABORATION WITH ADVANCE COMMUNITY HEALTH, ALLIANCE HEALTH, CITRIX, WAKE COUNTY HEALTH AND HUMAN SERVICES, AND WAKE COUNTY MEDICAL SOCIETY COMMUNITY HEALTH FOUNDATION (NOW KNOWN AS RIGHTCARE, YOUTH THRIVE, AND UNITED WAY OF THE TRIANGLE). 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.. SCHEDULE H, PART V, SECTION B, LINE 7B - OTHER WEBSITE HTTPS://WWW.WAKEGOV.COM/DEPARTMENTS-GOVERNMENT/HUMAN-SERVICES/DATA-AND-REP ORTS/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.. OUR CHNA PRIORITIZATION PROCESS RESULTED IN 3 PRIORITY AREAS FOR WAKE COUNTY THAT WILL BE ADDRESSED OVER THE NEXT THREE YEARS: -ACCESS TO HEALTH SERVICES; -MENTAL HEALTH AND SUBSTANCE ABUSE; AND -HOUSING & HOMELESSNESS. IN THIS CHNA CYCLE, WAKEMED LEADERS CREATED A MORE ROBUST, MEASURABLE IMPLEMENTATION PLAN TO GUIDE OUR ACTIONS IN THESE THREE AREAS, BUT ALSO TO MORE CLOSELY MEASURE OUR EFFORTS TO IMPROVE IN THESE PRIORITY AREAS. WAKEMED'S IMPLEMENTATION PLAN DETAILS ALL OF OUR EFFORTS AND MEASURES OF SUCCESS. (https://www.wakemed.org/about-us/community-benefit) 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/FINANCIAL-ASSISTANCE 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 2920 HIGHWOODS BOULEVARD SUITE 200 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 AN INCREMENTAL $123.6M NET BENEFIT FOR THE SYSTEM IN FY2024 AND COMPLETELY OFFSET 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 WELL 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 ALL ACCOUNTS IN THE BILLING CYCLE. Schedule H, Part I, Line 7c COSTS OF OTHER GOVERNMENT PROGRAMS ARE DERIVED FROM OUR COST ACCOUNTING SYSTEM, WHICH ADDRESSES ALL PATIENT SEGMENTS. 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 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 HEALTHCARE ORGANIZATIONS ARE REQUIRED TO PRESENT UNCOLLETIBLE 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 $228,344,797 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 39.08% 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, ADVANCE COMMUNITY HEALTH, ALLIANCE HEALTH, CITRIX, WAKE COUNTY HEALTH AND HUMAN SERVICES, AND WAKE COUNTY MEDICAL SOCIETY COMMUNITY HEALTH FOUNDATION, YOUTH THRIVE AND THE UNITED WAY OF THE TRIANGLE. THE PROCESS BEGAN IN JUNE 2021 AND THE FINAL REPORT WAS PUBLISHED IN APRIL 2022. 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 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 CONSORIUM 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, AND A PLAIN LANGUAGE SUMMARY OF FINANCIAL ASSISTANCE IS SENT WITH EVERY STATEMENT. THIS INFORMATION IS ALSO AVAILABLE ON THE WEBSITE. IN ORDER TO QUALIFY, A PATIENT MUST APPLY AND MEET THE FAP REQUIREMENTS. WAKEMED POSTS THE REQUIRED EMTALA NOTICE AT ALL PORTALS OF ENTRY WHERE AN EMERGENCY DEPARTMENT IS PRESENT. THE SIGNAGE NOTES THAT WAKEMED PARTICIPATES IN THE MEDICARE PROGRAM. THE WAKEMED WEBSITE PROVIDES DETAILED INFORMATION REGARDING FINANCIAL ASSISTANCE AND CHARITY CARE. THE PATIENT BILLING AND FINANCIAL INFORMATION POLICY IS INCLUDED IN ALL INPATIENTS' "MY IMPORTANT PAPERS" FOLDER AND IS ADDRESSED IN THE PATIENT INFORMATION GUIDE AVAILABLE IN ALL INPATIENT ROOMS. IN ADDITION, THE FINANCIAL ASSISTANCE FORM IS LOCATED ON THE WEBSITE FOR ANY PATIENT TO COMPLETE AND SUBMIT. AS PART OF THE INTAKE PROCESS/REGISTRATION FOR ALL PATIENTS, WAKEMED PROVIDES A COPY OF THE PATIENT BILLING AND FINANCIAL INFORMATION POLICY, WHICH REFERS PATIENTS TO PATIENT FINANCIAL SERVICES IF THEY HAVE CONCERNS REGARDING THEIR ABILITY TO PAY THE BILL. ALL INPATIENTS AND PATIENTS SCHEDULED FOR OUTPATIENT PROCEDURES, AND WHO ARE DESIGNATED "UNINSURED" AT THE TIME OF ADMISSION, ARE CONTACTED PERSONALLY BY A FINANCIAL COUNSELOR. IN ADDITION, ANY PATIENT, REGARDLESS OF INSURANCE COVERAGE, MAY REQUEST TO SEE A FINANCIAL COUNSELOR. THE FINANCIAL COUNSELOR WILL ASSESS POSSIBLE MEDICAID ELIGIBILITY AND PROVIDE AN APPLICATION/FINANCIAL STATEMENT THAT IS SUBMITTED TO PATIENT FINANCIAL SERVICES TO REQUEST ASSISTANCE WITH MEDICAL EXPENSES. WAKEMED ALSO HAS ON-SITE EMPLOYEES FROM WAKE COUNTY HUMAN SERVICES TO PROCESS MEDICAID APPLICATIONS FOR RESIDENTS OF WAKE COUNTY. ANY PATIENT WHO IS UNINSURED AND MAY BE ELIGIBLE FOR DISABILITY IS REFERRED TO A WAKEMED DISABILITY SPECIALIST WHO ASSISTS WITH THE APPLICATION. WAKEMED INCLUDES INFORMATION REGARDING FINANCIAL ASSISTANCE TO ALL PATIENT BILLING STATEMENTS. 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 THE VAST MAJORITY OF CARE FOR WAKE COUNTY'S UNINSURED AND UNDERINSURED, OFTEN EXCEEDING 80% OF THE BURDEN IN WAKE COUNTY. 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 TRUCK, 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 1,000 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 ANSWER A SPECIFIC COMMUNITY HEALTH NEED. WE PROVIDE DONATIONS TO 501(C)3 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 AN 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, 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 127500 GENERAL SUPPORT CAPITAL AREA SOCCER LEAGUE 3150 SPRING FOREST RD RALEIGH NC 27616 237441292 501(c)3 61750 GENERAL SUPPORT WAKEMED FOUNDATION 3000 NEW BERN AVE RALEIGH NC 27601 561916549 501(c)3 38625 GENERAL SUPPORT INTERACT 1012 OBERLIN RD SUITE 100 RALEIGH NC 27605 581320613 501(c)3 30000 GENERAL SUPPORT ALLIANCE MEDICAL MINISTRY 101 DONALD ROSS DR RALEIGH NC 27610 562168673 501(c)3 25000 GENERAL SUPPORT MARBLES KIDS MUSEUM 201 EAST HARGETT ST RALEIGH NC 27601 581647538 501(c)3 25000 GENERAL SUPPORT CASA 624 WEST JONES ST RALEIGH NC 27603 561778714 501(c)3 25000 GENERAL SUPPORT NCIAP PEOPLE'S MEDICAL CARE 1011 WT WILLIAMS ST SUITE 103 APEX NC 27502 274744637 501(c)3 14200 GENERAL SUPPORT URBAN MINISTRIES OF WAKE PO BOX 26476 RALEIGH NC 276116476 581422700 501(c)3 12260 GENERAL SUPPORT AMERICAN HEART ASSOCIATION INC PO BOX 4002900 DESMOINES IA 503402900 135613797 501(c)3 11072 GENERAL SUPPORT AMERICAN CANCER SOCIETY INC PO BOX 11796 CHARLOTTE NC 28220 131788491 501(c)3 10500 GENERAL SUPPORT RONALD MCDONALD HOUSE 506 ALEXANDER AVE DURHAM NC 27705 561220376 501(c)3 8350 GENERAL SUPPORT GIRL SCOUTS 6901 PINECREST RD RALEIGH NC 27613 560791500 501(c)3 8333 GENERAL SUPPORT MARCH OF DIMES INC 1550 CRYSTAL DRIVE SUITE 1300 ARLINGTON VA 22202 131846366 501(c)3 7500 GENERAL SUPPORT NC PROFESSIONALS HEALTH 220 HORIZON DR RALEIGH NC 27615 561846599 501(c)3 15000 GENERAL SUPPORT OAK CITY CARES INC 1430 SOUTH WILMINGTON ST RALEIGH NC 27603 830826329 501(c)3 7500 GENERAL SUPPORT FOUNDATION OF HOPE 9401 GLENWOOD AVE RALEIGH NC 27617 566246626 501(c)3 7220 GENERAL SUPPORT PRETTY IN PINK FOUNDATION INC 5171 GLENWOOD AVE SUITE 360 RALEIGH NC 27612 201162702 501(c)3 6800 GENERAL SUPPORT CARY DOWNTOWN FARMERS MARKET PO BOX 4621 CARY NC 27519 464703664 501(c)3 6500 GENERAL SUPPORT DEBNAM CLINIC 1501 POOLE RD RALEIGH NC 27610 561977593 FOR PROFIT 98043 MEDICAL CARE WAKE COUNTY HUMAN SERVICES PO BOX 46833 RALEIGH NC 27620 566000376 GOVERNMENTAL 858033 GENERAL SUPPORT WAKE COUNTY MEDICAL SOCIETY RIGHT CARE 2500 BLUE RIDGE RD RALEIGH NC 27607 561150521 501(c)6 350000 MEDICAL CARE ALLIANCE MEDICAL MINISTRY 101 DONALD ROSS DR RALEIGH NC 27610 562168673 501(c)3 377000 MEDICAL CARE URBAN MINISTRIES OF WAKE COUNTY 1390 CAPITAL BLVD RALEIGH NC 27603 581422700 501(c)3 6000 GENERAL SUPPORT 22 2 lodging 61 111271 FMV 1,294 NGT STAYS AT HEART CTR INN PRESCRIPTION DRUGS DONATIONS 4782 39406 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 2/7/23) 120674 0 0 0 1111 0 7351 0 9371 0 138507 0 0 0 Shondra Brink Former VP, WakeMed Physician Practices (until 6/3/23) 152425 0 0 0 3001 0 9247 0 5420 0 170093 0 0 0 Donald Gintzig President & CEO 1298722 0 515468 0 67474 0 19800 0 3718 0 1905182 0 0 0 Thomas Gough EVP & Chief Operating Officer 646916 0 0 0 18448 0 19800 0 300 0 685464 0 0 0 Theodore Lotchin VP & Chief Compliance & Privacy Officer (Until 2/24) 351020 0 0 0 1979 0 19800 0 26191 0 398990 0 0 0 David Nussman VP, Compliance and Privacy - Interim (From 12/3/23) 135882 0 0 0 101 0 8636 0 25471 0 170090 0 0 0 Stephanie Sessoms EVP & Chief Financial Officer 352285 0 0 0 2401 0 17063 0 19573 0 391322 0 0 0 Cynthia Alness-Boily SVP - Operations & CNO 407597 0 0 0 26919 0 19800 0 22630 0 476946 0 0 0 Rebecca Andrews SVP & Administrator Raleigh 489488 0 0 0 26822 0 19800 0 13708 0 549818 0 0 0 Valerie Barlow SVP & Administrator North 354283 0 0 0 2897 0 19800 0 28912 0 405892 0 0 0 Karen Bash Chief Medical Officer, North 377655 0 0 0 4853 0 19800 0 9959 0 412267 0 0 0 Seth Brody EVP, Physician Services 640483 0 0 0 3051 0 19800 0 0 0 663334 0 0 0 Thomas Cavender VP, Facilities & Construction 335205 0 0 0 35020 0 19800 0 11708 0 401733 0 0 0 Karen Chilton MD SVP & Chief Quality Officer 404855 0 0 0 611 0 19800 0 0 0 425266 0 0 0 Christine Craig VP, Governmental Affairs 296368 0 0 0 15830 0 19358 0 28641 0 360197 0 0 0 Jeronica Goodwin SVP, Human Resources 348214 0 0 0 541 0 19586 0 9068 0 377409 0 0 0 Charles Harr Chief Medical Officer, Raleigh 446130 0 0 0 6003 0 19800 0 3065 0 474998 0 0 0 Gayla Harvey VP, Payor Strategy & Managed Care Contracting 318010 0 0 0 7246 0 19279 0 10766 0 355301 0 0 0 Thomas Hughes SVP & Administrator Cary 331601 0 0 0 1469 0 19800 0 2820 0 355690 0 0 0 Susan James VP & Chief Legal Officer (Until 12/1/23) 427194 0 0 0 2093 0 19800 0 27866 0 476953 0 0 0 Carolyn Knaup SVP - Strategic Ventures & Ambulatory Operations 385586 0 0 0 18653 0 19800 0 19780 0 443819 0 0 0 Micah Krempasky Chief Medical Officer, Mental Health & Well-Being 343017 0 8897 0 2330 0 19800 0 28111 0 402155 0 0 0 Debra Laughery VP, Marketing and Communications 319035 0 0 0 22640 0 19800 0 849 0 362324 0 0 0 Peter Marks VP & Chief Information Officer 404853 0 0 0 22376 0 19800 0 4625 0 451654 0 0 0 Jeff Neisen VP, Revenue Cycle 265055 0 0 0 64055 0 18271 0 18684 0 366065 0 0 0 John Perry VP, Medical Information 390757 0 0 0 2792 0 19800 0 28641 0 441990 0 0 0 Rick Shrum VP & Chief Strategy Officer 382637 0 0 0 5838 0 19800 0 23662 0 431937 0 0 0 ashish Patel Physician 640470 0 883853 0 14194 0 19800 0 28321 0 1586638 0 0 0 bryon boulton Physician 1082680 0 363487 0 3751 0 19800 0 25791 0 1495509 0 0 0 mark graham Physician 507004 0 818842 0 26917 0 9900 0 10401 0 1373064 0 0 0 gurvinder deol Physician 931780 0 371900 0 9584 0 19800 0 31131 0 1364195 0 0 0 judson williams Physician 990480 0 285246 0 25419 0 19800 0 28350 0 1349295 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 0.0 0.0 0.0 false false true A false false false true false false 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 $207,650 OF HOSPITAL REVENUE BONDS, SERIES 2019A ('SERIES 2019A BONDS"), $79,045 OF HOSPITAL REVENUE BONDS, SERIES 2019B ("SERIES 2019B BONDS"), AND $79,045 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 Family Member 645659 Family member is an employed physician false Laura Kalorin Helton Family member 157269 Family member is an employed physician false J Blount Williams owner of business 2255790 The business sells furniture to the organization false Mary Nash Rusher Family member 359545 Family member is a physician false Michael Painter Owner of a business 2956290 Business has a service contract with the organization false BOX C: ALSO DOING BUSINESS AS 1. WAKEMED HEALTH & HOSPITALS 2. WAKEMED CARY HOSPITAL 3. WAKEMED NEW BERN AVENUE CAMPUS 4. WAKE MEDICAL CENTER 5. WAKEMED HEART CENTER 6. WAKE REHABILITATION HOSPITAL 7. WAKE AHEC 8. WAKEMED - WESTERN WAKE MEDICAL CENTER 9. WAKEMED CLAYTON MEDICAL PARK 10. WAKEMED RALEIGH MEDICAL PARK 11. WAKEMED EMERGENCY SERVICES INSTITUTE 12. WAKEMED BRIER CREEK HEALTHPLEX 13. WAKEMED GARNER HEALTHPLEX 14. WAKEMED PROFESSIONAL STAFF 15. WAKEMED REHABILITATION HOSPITAL 16. WAKEMED CENTER FOR PATIENT SAFETY 17. WAKEMED MORRISVILLE MEDICAL PARK 18. WAKEMED WAKE FOREST MEDICAL PARK 19. WAKEMED MENTAL HEALTH & WELL-BEING HOSPITAL-WAKEBROOK 20. WAKEMED CANCER CARE-WAVERLY HEMATOLOGY & MEDICAL ONCOLOGY 21. WAKEMED RALEIGH CAMPUS 22. WAKEMED APEX HEALTHPLEX 23. WAKEMED REHAB 24. WESTERN WAKE HOSPITAL 25. WESTERN WAKE MEDICAL CENTER 26. WAKE AREA HEALTH EDUCATION CENTER 27. WAKEMED NORTH HOSPITAL 28. WAKEMED HOME CARE 29. WAKEMED CARY OUTPATIENT REHAB CENTER 30. WAKEMED HOME HEALTH 31. WAKEMED MOBILE CRITICAL CARE SERVICES 32. WAKEMED OUTPATIENT PHARMACY 33. WAKEMED CHILDREN'S HOSPITAL 34. WAKEMED CHILDREN'S 35. WAKEMED CENTER FOR INNOVATIVE LEARNING 36. WAKEMED WENDELL HEALTHPLEX 37. WAKEMED FUQUAY-VARINA MEDICAL PARK 38. WAKEMED PHYSICIAN PRACTICES 39. WAKEMED BARIATRICS SURGERY & MEDICAL WEIGHT LOSS 40. WAKEMED CHILDREN'S -SPECIAL INFANT CARE 41. WAKEMED CHILDREN'S PEDIATRIC INTENSIVISTS 42. WAKEMED CHILDREN'S -PEDIATRIC MINOR PROCEDURES 43. WAKEMED CHILDREN'S- PEDIATRIC PULMONOLOGY 44. WAKEMED CHILDREN'S-PEDIATRIC CARDIOLOGY 45. WAKEMED CHILDREN'S-PEDIATRIC ENDOCRINOLOGY 46. WAKEMED CHILDREN'S-PEDIATRIC GASTROENTEROLOGY 47. WAKEMED CHILDREN'S-PEDIATRIC SURGERY 48. WAKEMED CHILDREN'S-PEDIATRIC WEIGHT MANAGEMENT 49. WAKEMED CORPORATE HEALTH SERVICES 50. WAKEMED CRITICAL CARE MEDICINE 51. WAKEMED ENT-HEAD & NECK SURGERY 52. WAKEMED GASTROENTEROLOGY 53. WAKEMED GENERAL SURGERY 54. WAKEMED HEART & VASCULAR- ADVANCED HEART FAILURE 55. WAKEMED HEART & VASCULAR-CARDIOLOGY 56. WAKEMED HEART & VASCULAR-CARY CARDIOLOGY 57. WAKEMED HEART & VASCULAR-CARDIOVASCULAR & THORACIC SURGERY 58. WAKEMED HEART & VASCULAR-COMPLEX ARRHYTHMIA 59. WAKEMED HEART & VASCULAR-STRUCTURAL HEART 60. WAKEMED CANCER CARE-HEMATOLOGY & MEDICAL ONCOLOGY 61. WAKEMED HOSPITALIST 62. WAKEMED HOSPITALIST-GROUP HOME 63. WAKEMED INFECTIOUS DISEASES 64. WAKEMED PULMONOLOGY 65. WAKEMED MATERNAL FETAL MEDICINE 66. WAKEMED MOBILE WELLNESS 67. WAKEMED NEONATOLOGY 68. WAKEMED OBSTETRICS & GYNECOLOGY 69. WAKEMED OUTPATIENT BEHAVIORAL HEALTH 70. WAKEMED PHYSICAL THERAPY 71. WAKEMED PLASTIC & RECONSTRUCTIVE SURGERY 72. WAKEMED PSYCHIATRY HOSPITAL BASED 73. WAKEMED PULMONOLOGY - HOSPITAL BASED 74. WAKEMED TOBACCO CESSATION - SPECIALTY 75. WAKEMED TRANSITIONAL HEALTH 76. WAKEMED URGENT CARE 77. WAKEMED UROGYNECOLOGY 78. WAKEMED UROLOGY 79. WAKEMED VASCULAR SURGERY 80. WAKEMED WAKE ORTHOPAEDICS 81. WAKEMED WESTERN WAKE SURGICAL 82. WAKEMED WOUND CARE CENTER 83. WAKEMED PRIMARY CARE-APEX 84. WAKEMED PRIMARY CARE-BRIER CREEK 85. WAKEMED PRIMARY CARE-DOWNTOWN RALEIGH 86. WAKEMED PRIMARY CARE-FORESTVILLE CROSSING 87. WAKEMED PRIMARY CARE-FUQUAY-VARINA 88. WAKEMED PRIMARY CARE-GARNER 89. WAKEMED PRIMARY CARE-HOLLY SPRINGS 90. WAKEMED PRIMARY CARE-KILDAIRE 91. WAKEMED PRIMARY CARE-KNIGHTDALE 92. WAKEMED PRIMARY CARE-NORTH RALEIGH 93. WAKEMED PRIMARY CARE-OBERLIN 94. WAKEMED PRIMARY CARE-WAKE FOREST 95. WAKEMED CHILDREN'S PEDIATRIC PRIMARY CARE-KILDAIRE 96. WAKEMED CHILDREN'S PEDIATRIC PRIMARY CARE-CLAYTON 97. WAKEMED CHILDREN'S PEDIATRIC PRIMARY CARE-RALEIGH 98. WAKEMED CHILDREN'S PEDIATRIC PRIMARY CARE-WAKE FOREST MEDICAL PARK 99. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - BRIGHTLEAF 100. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - CLAYTON 101. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - FAYETTEVILLE RD 102. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - GLENWOOD 103. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - HOPE VALLEY 104. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - LOWES GROVE 105. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - MARKET AT RIVERWOOD 106. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - SPRING FOREST 107. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - TEN-TEN 108. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - UNIVERSITY PLACE 109. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - WAKE FOREST 110. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - ZEBULON 111. WAKEMED CENTER FOR COMMUNITY HEALTH 112. WAKEMED COMMUNITY TOBACCO CESSATION 113. WAKEMED PRIMARY CARE-KILDAIRE FARM ROAD 114. WAKEMED PRIMARY CARE-WAKE FOREST MEDICAL PARK 115. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - GARNER 116. WAKEMED MYCARE 365 PRIMARY & URGENT CARE - WEST CARY 117. WAKEMED CHILDREN'S PEDIATRIC BEHAVIORAL HEALTH 118. WAKEMED RHEUMATOLOGY 119. WAKEMED PEDIATRIC UROLOGY 120. WAKEMED HEART & VASCULAR 121. WAKEMED PULMONOLOGY & SLEEP MEDICINE Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 930,438,405 including grants of $ 2,249,457)(Revenue $ 1,051,736,864) 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 - Total Revenue: 17001245, Related or Exempt Function Revenue: 16457259, Unrelated Business Revenue: 543986, 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 - -49803142; Unrestricted to Restricted - 597005; Capital Contributions - -46202; Allen Charitable Trust - 8840; Transfers Between Affiliates - 72956180; Non-Cap Contributions - -97508; WAKE SPECIALTY PHYSICIANS LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 264169156 MEDICAL OFFICE NC 62634905 40705404 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 217295960 51717929 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 1969058 7613741 NA WAKEMED SURGERY CENTER - NORTH RALEIGH LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 921525905 HEALTHCARE NC 53459 10895866 NA WAKEMED TRAVEL STAFFING LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 880859089 HEALTHCARE NC 0 -6184 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 100434112 27330214 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 5753981 1831901 false false 0.51 HOLLY SPRINGS SURGICAL VENTURE LLC 9131 ANSON WAY 304 RALEIGH NC 27615 473753856 HEALTHCARE NC NA Related -254066 817514 false false 0.67 PEDIATRIC MSO LLC 3000 NEW BERN AVE RALEIGH NC 27610 831266724 HEALTHCARE NC NA Related 459709 1308685 false false 0.51 WAKE PET SERVICES LLC 3000 NEW BERN AVE RALEIGH NC 27610 263108205 HEALTHCARE NC NA Related 66957 2815902 false false 0.52 WakeMed Children's PM Pediatrics Urgent Care LLC 3000 NEW BERN AVE RALEIGH NC 27610 831612410 HEALTHCARE NC NA Related -11529 78415 false false 0.51 WAKEMED INNOVATIONS VENTURE FUND LLC 3000 NEW BERN AVE RALEIGH NC 27610 853301986 HEALTHCARE NC NA Related -215440 2763354 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 43125053 1 true QUALITY TEXTILE SERVICES 313 SOUTH ROGERS LANE RALEIGH NC 27610 561943802 TEXTILE SERVICES NC NA C Corporation 409831 4965596 0.5 false WAKEMED KEY COMMUNITY CARE LLC 3000 NEW BERN AVE RALEIGH NC 27610 462853835 HEALTHCARE NC NA C Corporation 439460 19888919 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 1135211 FMV WAKEMED PROPERTY SERVICES K 11003998 FMV WAKEMED PROPERTY SERVICES S 48481978 FMV WAKEMED FOUNDATION C 2326719 FMV ROCKROOM INSURANCE COMPANY (SPC) LTD B 8074334 FMV QUALITY TEXTILE SERVICES L 3950321 FMV WAKEMED FOUNDATION C 270440 FMV WAKEMED PROPERTY SERVICES R 43660374 FMV