2025-11-17T09:11:31-06:00 2024-12-31 990 2024-01-01 830343789 WRMC HOSPITAL OPERATING CORPORATION WRMC 3367164445 PO BOX 609 NORTH WILKESBORO NC 28659 BRADLEY A CLARK TREASURER 3367164445 2025-11-12 0 2024 2025-03-06 01:10:19Z ATRIUM HEALTH WAKE FOREST BAPTIST WILKES MEDICAL CENTER CHAD BROWN PO BOX 609 NORTH WILKESBORO NC 28659 156144073 0 X WWW.WAKEHEALTH.EDU X 1 1996 NC TO IMPROVE HEALTH, ELEVATE HOPE, AND ADVANCE HEALING FOR ALL. 8 3 0 17 0 0 175488 595718 143184627 154738111 233440 730095 184718 80149 143778273 156144073 668417 3961 0 0 63986794 66079668 0 0 0 72136096 73523129 136791307 139606758 6986966 16537315 126580924 123704292 52569932 31762363 74010992 91941929 X SEE SCHEDULE O 0 0 131881747 3961 154738111 THE ORGANIZATION OPERATES A 130 ACUTE CARE BED HOSPITAL, INCLUDING A 10-BED SKILLED NURSING UNIT, PROVIDING MEDICAL, EMERGENCY, AND OUTPATIENT CARE SERVICES TO THE RESIDENTS OF ALLEGHANY, ALEXANDER, ASHE, CALDWELL, IREDELL, SURRY, WATAUGA, AND WILKES COUNTIES. THE ORGANIZATION SERVES AS A SATELLITE PROVIDER OF ATRIUM HEALTH WAKE FOREST BAPTIST (AHWFB) SPECIALTY SERVICES AT ITS NORTH WILKESBORO CAMPUS, INCLUDING CARDIOLOGY, IMAGING, ENT, GASTROENTEROLOGY, NEPHROLOGY, NEUROLOGY, OB/GYN, OPHTHALMOLOGY, PATHOLOGY, PEDIATRICS, ORTHOPEDICS, AND UROLOGY. THE ORGANIZATION IS ACCREDITED BY THE JOINT COMMISSION ON ACCREDITATION OF HEALTHCARE ORGANIZATIONS AND HAS BEEN COMMITTED TO SERVING THE HEALTHCARE NEEDS OF WILKES COUNTY SINCE 1952. DURING CALENDAR YEAR 2024, THE HOSPITAL FACILITY HAD APPROXIMATELY 16,800 PATIENT DAYS, INCLUDING APPROXIMATELY 4,300 ADMISSIONS, AND APPROXIMATELY 30,300 EMERGENCY DEPARTMENT VISITS. THE ORGANIZATION PROVIDES NUMEROUS RESOURCES, ACTIVITIES, AND PROGRAMS TO SERVE THE HEALTH NEEDS OF ITS COMMUNITY. THESE PROGRAMS INCLUDE: -FAITHHEALTHNC - AN INITIATIVE THAT CONNECTS THE CARING STRENGTHS OF CONGREGATIONS, THE CLINICAL EXPERTISE OF PROVIDERS, AND A NETWORK OF COMMUNITY RESOURCES TO EASE THOSE ON THE JOURNEY TO HEALTH AND HEALING WHILE STRENGTHENING COMMUNITIES IN THE PROCESS. THERE ARE FAITHHEALTH CONNECTORS IN WILKES COUNTY THAT SERVE MARGINALIZED POPULATIONS AND GIVE VOICE TO HEALTH DISPARITIES IN THE COMMUNITIES SURROUNDING THE MEDICAL CENTER.-ATHLETIC TRAINERS - CERTIFIED ATHLETIC TRAINERS (ATC), PROVIDED BY AHWFB, WORK FULL-TIME IN THE PUBLIC HIGH SCHOOLS IN WILKES COUNTY THAT HAVE ATHLETIC PROGRAMS. THE ATC'S WORKS WITH STUDENT ATHLETES AND THEIR COACHES TO HELP KEEP THE ATHLETES SAFE AND HEALTHY AND TO TREAT AND HELP REHABILITATE SPORTS-RELATED INJURIES. -CARE CONNECTION PHARMACY - PROGRAM THAT PROVIDES FREE AND DISCOUNTED DRUGS TO THOSE UNABLE TO PAY FOR MEDICATIONS. IN RECENT YEARS, GRANT FUNDING RECEIVED FROM THE NC HEALTH AND WELLNESS TRUST FUND COMMISSION WAS USED TO UPGRADE THE TECHNOLOGY AND FUNDING OF THE PHARMACY. FOR EACH DOLLAR INVESTED IN THE PROGRAM, AN ESTIMATED $9 RETAIL VALUE OF PRESCRIPTION DRUGS HAVE BEEN ACQUIRED FOR QUALIFYING CITIZENS OF WILKES COUNTY. THIS PROGRAM ENABLES PATIENTS TO STAY COMPLIANT WITH THEIR MEDICAL TREATMENT PLAN AND REDUCE THE OCCURRENCE OF READMISSION. AHWFB-WMC ALSO SUPPORTS A SYRINGE EXCHANGE PROGRAM (SEP) AT THE PHARMACY. IN ADDITION TO COMMUNITY PROGRAMS, THE HOSPITAL REGULARLY REINVESTS FUNDS IN MEDICAL TECHNOLOGIES AND STATE-OF-THE-ART EQUIPMENT TO BETTER MEET THE NEEDS OF THE COMMUNITY. HOSPITAL LEADERSHIP WORKS DIRECTLY WITH THE WILKES MEDICAL CENTER FOUNDATION TO IDENTIFY AND VALIDATE GRANT PROPOSALS THAT ADDRESS ITS COMMUNITY HEALTH NEEDS ASSESSMENT. ATRIUM HEALTH WAKE FOREST BAPTIST LAUNCHED A NEW VIRTUAL SERVICE TO BETTER AND MORE QUICKLY MEET THE NEEDS OF PATIENTS HOSPITALIZED AT THE HEALTH SYSTEM'S HOSPITALS IN NORTH WILKESBORO AND LEXINGTON, NORTH CAROLINA. IN 2024, ATRIUM HEALTH WAKE FOREST BAPTIST WILKES MEDICAL CENTER EARNED THE U.S. ENVIRONMENTAL PROTECTION AGENCY'S ENERGY STAR CERTIFICATION FOR SUPERIOR ENERGY PERFORMANCE. ENERGY STAR-CERTIFIED BUILDINGS AND PLANTS ARE VERIFIED TO PERFORM IN THE TOP 25% OF BUILDINGS NATIONWIDE, BASED ON WEATHER-NORMALIZED SOURCE ENERGY USE THAT CONSIDERS OCCUPANCY, HOURS OF OPERATION AND OTHER KEY METRICS. ENERGY STAR IS THE ONLY ENERGY EFFICIENCY CERTIFICATION IN THE NATION THAT IS BASED ON ACTUAL, VERIFIED ENERGY PERFORMANCE. 131881747 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 3 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X ATRIUM HEALTH WAKE FOREST BAPTIST 3367164445 MEDICAL CENTER BOULEVARD WINSTONSALEM NC 27157 CHAD BROWN CHAIR & PRESIDENT 20.00 20.00 X X 0 537777 52385 DEBORAH HARDING DNP BOARD MEMBER (TO 7/31/24) 1.00 39.00 X 0 752480 49615 JAMES ATKINS MD BOARD MEMBER (TO 12/5/24) 1.00 39.00 X 0 0 0 JENA FOLGER BOARD MEMBER 1.00 39.00 X 0 641783 46735 JOSEPH CALVERT MD BOARD MEMBER (TO 10/31/24) 1.00 39.00 X 0 0 0 MICHAEL T WAID BOARD MEMBER 0.70 39.30 X 0 836668 50757 PETER MATTHEW BELFORD MD BOARD MEMBER 1.00 39.00 X 0 0 0 STEPHAN L LILLIE BOARD MEMBER 0.80 39.20 X 0 666639 62046 DAVID ZAAS MD BOARD MEMBER 1.00 39.00 X 0 0 0 SUNEEL KUMAR PARVATHAREDDY MD BOARD MEMBER (FR 11/1/24) 1.00 39.00 X 0 402831 54615 BARRY WALD ASST TREASURER (TO 10/25/24) 30.00 10.00 X 0 227747 31006 BRADLEY A CLARK TREASURER 0.50 39.50 X 2513703 0 419389 J MCLAIN WALLACE JR SECRETARY 0.80 39.20 X 0 1659102 30227 LORI MCNEIL ASST SECRETARY 40.00 0.00 X 0 52910 30101 CHERYL MOORE CLINICAL INSTRUCTOR CRNA 40.00 0.00 X 0 291852 49435 JASON YOCKEY CHIEF CRNA 40.00 0.00 X 0 308581 47963 JOHN RIEDEL CLINICAL INSTRUCTOR CRNA 40.00 0.00 X 0 248809 45760 AARON ELLIOTT CLINICAL INSTRUCTOR CRNA 40.00 0.00 X 0 271254 18869 SUSAN BACHMEIER CHIEF NURSING OFFICER 40.00 0.00 X 0 243635 34634 2513703 7142068 1023537 0 0 1 1 SODEXO MAGIC LLC PO BOX 360170 PITTSBURGH PA 15251 FACILITIES MANAGEMENT SERVICES 1894548 AYA HEALTH CARE PO BOX 123519 DEPT 3519 DALLAS TX 75312 HEALTHCARE STAFFING SERVICES 987000 COMPHEALTH INC PO BOX 972651 DALLAS TX 75397 HEALTHCARE STAFFING SERVICES 759009 RJ LEEPER CONSTRUCTION LLC 601 MORRIS ST CHARLOTTE NC 28202 CONSTRUCTIONS CONTRACTOR SERVICES 641701 THOMPSON ROOFING SERVICES LLC PO BOX 2165 ASHEBORO NC 27204 GENERAL CONTRACTOR SERVICES 581985 17 466726 128992 595718 PATIENT SERVICE REVENUE 622110 154355568 154355568 DIETARY REVENUE 722513 382543 382543 154738111 645391 645391 80149 0 80149 80149 80149 84704 0 84704 84704 84704 156144073 154738111 0 810244 3961 3961 714274 357137 357137 51330583 47655417 3675166 2274339 2111501 162838 8473201 7866537 606664 3287271 3051909 235362 31500 31500 8684 8684 84796 55199 29597 8950129 8180599 769530 553583 504252 49331 63145 57518 5627 3276664 2984676 291988 133895 121963 11932 16901 15395 1506 850477 553629 296848 8585601 7639613 945988 49161 49161 MEDICAL SUPPLIES 26876943 26876943 BAD DEBT 12879957 12879957 PROVIDER ASSESSMENT TAX 8311373 8311373 OTHER SUPPLIES 2850320 2596323 253997 139606758 131881747 7725011 0 65008 5850 3758222 0 15367729 18894721 3166090 3027716 659045 642878 78655547 29178215 49236884 49477332 15886457 16559085 2195286 2508792 36038317 32034060 207886 553858 126580924 123704292 1254736 1825405 1010841 1718874 20970816 20706172 29333539 7511912 52569932 31762363 X 73956323 91907582 54669 34347 74010992 91941929 126580924 123704292 X 16537315 307545 1086077 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 8684 8684 0 PART II-B, LINE 1: THE ORGANIZATION IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION (AHA) AND THE NORTH CAROLINA HEALTHCARE ASSOCIATION (NCHA). A PORTION OF THE MEMBERSHIP DUES PAID ARE ALLOCATED TO LOBBYING EFFORTS BY THOSE ORGANIZATIONS ON BEHALF OF THEIR MEMBERSHIP BODIES. 120000 120000 13885138 2819179 11065959 3004343 2247635 756708 60187915 24111401 36076514 1458151 1458151 49477332 0 INTERCOMPANY PAYABLE 5798786 OTHER RESERVES 1159268 OPERATING LEASE PAYABLE 553858 7511912 X PART X, LINE 2: THE ORGANIZATION HAS EVALUATED UNCERTAIN TAX POSITIONS FOR ITS CALENDAR YEARS ENDED DECEMBER 31, 2024 AND 2023, INCLUDING A QUANTIFICATION OF TAX RISK IN AREAS SUCH AS UNRELATED BUSINESS TAXABLE INCOME AND THE TAXATION OF ITS JOINT VENTURES. THIS EVALUATION DID NOT HAVE A MATERIAL EFFECT ON THE ORGANIZATION'S FINANCIAL STATEMENTS FOR CALENDAR YEARS ENDED DECEMBER 31, 2024 AND 2023. 1 1 1 X 300.000000000000 1 X 1 1 1 0 0 1372047 1372047 0.01080 26989578 39995094 0 0.00000 28361625 39995094 1372047 0.01080 159125 159125 0.00130 159125 159125 0.00130 28520750 39995094 1531172 0.01210 16129 16129 0.00010 16129 16129 0.00010 1 3591501 0 52128897 63990044 -11861147 X 1 1 1 1 ATRIUM HEALTH WAKE FOREST BAPTIST WILKES MEDICAL CENTER 1370 W D STREET NORTH WILKESBORO NC 28659 WWW.WAKEHEALTH.EDU H0153 X X X ATRIUM HEALTH WFB WILKES MEDICAL CENTER 1 0 0 1 X X X X X X X X X 23 1 0 0 1 X SEE PART V X 1 23 1 SEE PART V 0 1 X 300.000000000000 300.000000000000 X X X X X 1 1 X X X 1 X SEE PART V X SEE PART V X SEE PART V X X X X X X X 1 X 0 X X X X 1 X 0 0 ATRIUM HEALTH WFB WILKES MEDICAL CENTER PART V, SECTION B, LINE 5: DURING THE CONDUCTION OF ITS MOST RECENT CHNA, THE HOSPITAL FACILITY SOUGHT COMMUNITY INPUT THROUGH THE FOLLOWING PRIMARY SOURCES: -A COMMUNITY HEALTH SURVEY CONDUCTED ON BEHALF OF THE HOSPITAL FACILITY BY PRC, INC., A NATIONALLY RECOGNIZED HEALTH CARE CONSULTING FIRM. SURVEYS WERE CONDUCTED VIA PRC THROUGH TELEPHONE AND ONLINE QUESTIONNAIRES WITH LOCAL RESIDENTS.-INTERVIEWS WITH KEY INFORMANTS WHO HAVE A BROAD INTEREST IN THE HEALTH OF THE COMMUNITY; INCLUDING PHYSICIANS, PUBLIC HEALTH REPRESENTATIVES, OTHER HEALTH PROFESSIONALS, SOCIAL SERVICE PROVIDERS, AND VARIOUS COMMUNITY LEADERS. -COMMENTS FROM PRIOR COMMUNITY HEALTH NEED ASSESSMENTS AND IMPLEMENTATION STRATEGIES.ADDITIONALLY, A VARIETY OF SECONDARY DATA SOURCES WERE USED INCLUDING, BUT NOT LIMITED TO: -METOPIO, A ROBUST PLATFORM THAT OFFERS CURATED DATA FROM PUBLIC AND PROPRIETARY SOURCES FOR INFORMATION ON HEALTH BEHAVIORS AND HEALTH RISKS, HEALTH OUTCOMES, HEALTH UTILIIZATION, DEMOGRAPHIC, AND COMMUNITY-LEVEL DRIVERS OF HEALTH LIKE ECONOMIC, HOUSING, EMPLOYMENT, AND ENVIRONMENTAL CONDITIONS. -AMERICAN COMMUNITY SURVEY (ACS), U.S. CENSUS BUREAU-AREA HEALTH RESOURCES FILES, HELATH RESOURCES & SERVICES ADMINISTRATION-FBI CRIME DATA EXPLORER, FEDERAL BUREAU OF INVESTIGATION-FOOD ACCESS RESEARCH ATLAS, US DEPARTMENT OF AGRICULTURE (USDA) - ECONOMIC RESEARCH SERVICES-VARIOUS REPORTS FROM THE CENTERS FOR DISEASE CONTROL AND PREVENTION-CENTERS FOR MEDICARE/MEDICAID-HEALTHY PEOPLE 2030ATRIUM HEALTH WFB WILKES MEDICAL CENTERPART V, SECTION B, LINE 7A:WWW.WAKEHEALTH.EDU/ABOUT-US/SERVING-OUR-COMMUNITIES/NEEDS-ASSESSMENTS-AND-IMPLEMENTATION-REPORTSATRIUM HEALTH WFB WILKES MEDICAL CENTERPART V, SECTION B, LINE 10A:WWW.WAKEHEALTH.EDU/ABOUT-US/SERVING-OUR-COMMUNITIES/NEEDS-ASSESSMENTS-AND-IMPLEMENTATION-REPORTS ATRIUM HEALTH WFB WILKES MEDICAL CENTER PART V, SECTION B, LINE 11: THE HOSPITAL FACILITY'S MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IDENTIFIED NUMEROUS COMMUNITY HEALTH NEEDS AND CONCERNS. THE TOP HEALTH ISSUES IDENTIFIED WERE PRESENTED TO THE FACILITY'S STEERING COUNCIL WHERE MEMBERS WERE ASKED TO RANK THE ISSUES BASED ON THE FOLLOWING CRITERIA: SIZE/SERIOUSNESS OF THE PROBLEM, EFFECTIVENESS OF AVAILABLE INTERVENTIONS, AVAILABLE RESOURCES TO ADDRESS THE HEALTH ISSUE, HEALTH CARE SYSTEM ADEQUATELY SITUATED TO ADDRESS THE HEALTH ISSUE, MEETS A DEFINED COMMUNITY NEED AS IDENTIFIED THROUGH DATA, POTENTIAL FOR ISSUE TO IMPACT OTHER HEALTH AND SOCIAL ISSUES, AND ABILITY TO EFFECTIVELY ADDRESS OR IMPACT HEALTH ISSUE THROUGH COLLABRATION. THE FOLLOWING HEALTH NEEDS WERE PRIORITIZED BY THE HOSPITAL FACILITY IN ITS MOST RECENT CHNA: 1) ACCESS TO HEALTHCARE SERVICES2) BEHAVIORAL HEALTH: MENTAL HEALTH AND SUBSTANCE ABUSE3) CHRONIC DISEASE: HEART DISEASE, STOKE, AND CANCERTHE HOSPITAL FACILITY IMPLEMENTATION STRATEGY OUTLINES THE PROGRAMS AND RESOURCES THE HOSPITAL FACILITY WILL USE TO ADDRESS THE ABOVE MENTIONED PRIORITIZED HEALTH NEEDS. THE IMPLEMENTATION STRATEGY ALSO INCLUDES AN EVALUATION OF IMPACT OF THOSE PROGRAMS ON PRIORITIZED COMMUNITY HEALTH NEEDS IDENTIFIED FROM THE CHNA. ALL EFFORTS IN COMBINATION WITH THE HOSPITAL'S VALUE OF NONDISCRIMINATION AND COMPASSIONATE CARE ARE DESIGNED TO MEET THE SIGNIFICANT HEALTH NEEDS OF THE MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT. THE HOSPITAL FACILITY ACKNOWLEDGES THE IMPORTANCE OF ALL COMMUNITY HEALTH NEEDS THAT WERE IDENTIFIED IN THE CHNA; HOWEVER, THE HOSPITAL FACILITY'S RESOURCES AND ASSETS WERE BEST ALIGNED TO FOCUS ON THE PRIORITIZED NEEDS MENTIONED ABOVE. THE CHNA PROVIDES A COMPREHENSIVE LIST OF AVAILABLE RESOURCES IN THE COMMUNITY FOR THOSE NEEDS THAT WERE NOT PRIORITIZED BY THE HOSPITAL FACILITY. ALTHOUGH NOT PRIORITIZED, THE HOSPITAL FACILITY WILL CONTINUE TO PARTNER WITH COMMUNITY AND NON-PROFIT ORGANIZATIONS TO HELP ADDRESS THESE NEEDS. ATRIUM HEALTH WFB WILKES MEDICAL CENTER PART V, SECTION B, LINE 13H: THE HOSPITAL MAY USE COMMERCIALLY AVAILABLE FINANCIAL PROFILING AND CREDIT SCORING TECHNOLOGIES TO PRESUMPTIVELY SCREEN RESPONSIBLE INDIVIDUALS TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE DISCOUNTS.WILKES MEDICAL CENTER:PART V, LINE 16A, FAP WEBSITE: WWW.WAKEHEALTH.EDU/PATIENT-AND-FAMILY-RESOURCES/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCEATRIUM HEALTH WFB WILKES MEDICAL CENTERPART V, LINE 16B, FAP APPLICATION WEBSITE: WWW.WAKEHEALTH.EDU/PATIENT-AND-FAMILY-RESOURCES/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCEATRIUM HEALTH WFB WILKES MEDICAL CENTERPART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE: WWW.WAKEHEALTH.EDU/PATIENT-AND-FAMILY-RESOURCES/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCE ATRIUM HEALTH WFB WILKES MEDICAL CENTER PART V, SECTION B, LINE 16J: IN ADDITION TO THE METHODS PREVIOUSLY DESCRIBED, THE HOSPITAL INFORMS PATIENTS ABOUT ITS FAP DURING INTAKE AND DISCHARGE BY PROVIDING A PLAIN LANGUAGE SUMMARY OF THE FAP. THE HOSPITAL ALSO PLACES A CONSPICUOUS WRITTEN NOTICE OF THE FAP ON ITS PATIENT BILLING STATEMENTS. 3 1 - AHWFB CARDIOLOGY - WILKES 1370 WEST D STREET NORTH WILKESBORO NC 28659 SPECIALTY CARE CLINIC 2 - AHWFB HEMATOLOGY ONCOLOGY - NORTH WILKES 1370 WEST D STREET NORTH WILKESBORO NC 28659 SPECIALTY CARE CLINIC 3 - AHWFB WOUND HEALING CENTER - WILKES 1900 WEST PARK DRIVE SUITE C NORTH WILKESBORO NC 28659 SPECIALTY CARE CLINIC PART I, LINE 3C: THE ORGANIZATION UTILIZES COMMERCIALLY AVAILABLE FINANCIAL PROFILING AND CREDIT SCORING TECHNOLOGIES TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE DISCOUNTS UNDER ITS FAP POLICY. ADDITIONAL ELIGIBILITY CRITERIA INCLUDES THE FOLLOWING: -PATIENT MUST BE UNINSURED OR HAVE NO OTHER THIRD PARTY FUNDING SOURCE OR GUARANTOR-SERVICES FOR WHICH DISCOUNTS APPLY MUST BE EMERGENT AND MEDICALLY NECESSARY-PATIENT MUST BE A VALID RESIDENT WITHIN A ZIP CODE BOUNDED BY OR INTERSECTING ONE OF THE COUNTIES DEFINED AS ATRIUM HEALTH WAKE FOREST BAPTIST'S SERVICE AREA-PATIENT MUST ENROLL IN ALL OTHER PRIMARY PAYER PROGRAMS FOR WHICH THE PATIENT IS ELIGIBLE AND MUST ASSIGN BENEFITS TO ATRIUM HEALTH WAKE FOREST BAPTIST EXCEPT IN THE CASE WHERE SUCH POLICY PREMIUM FOR ENROLLMENT WOULD RESULT IN MEDICAL INDIGENCE. PART I, LINE 6A: THE CONSOLIDATED COMMUNITY BENEFIT TOTAL OF THE ACADEMIC HEALTH SYSTEM ISREPORTED ATWWW.WAKEHEALTH.EDU/ABOUT-US/SERVING-OUR-COMMUNITIES/COMMUNITY-BENEFITS.THIS CONSOLIDATED TOTAL IS CALCULATED IN ACCORDANCE WITH REPORTING GUIDELINES ISSUED BY NORTH CAROLINA HEALTHCARE ASSOCIATION, WHICH DIFFER FROM FORM 990 SCHEDULE H INSTRUCTIONS. A SIGNIFICANT PORTION OF COMMUNITY BENEFIT ACTIVITIES CONDUCTED BY THE ACADEMIC HEALTH SYSTEM ARE NOT REPORTED ON FORM 990 SCHEDULE H BECAUSE MANY COMMUNITY BENEFIT ACTIVITIES ARE NOT CONDUCTED BY AN ENTITY THAT IS A 501(C)(3) HOSPITAL. PART I, LINE 7: THE ORGANIZATION USED THE WORKSHEETS PROVIDED IN THE INSTRUCTIONS TO FORM 990, SCHEDULE H TO COMPUTE ITS COST TO CHARGE RATIO.PART I, LINE 7B MEDICAID DIRECT OFF-SETTING REVENUEIN ADDITION TO FEE FOR SERVICE REVENUE, THE HOSPITAL RECEIVES ENHANCED CLAIMS PAYMENTS FUNDED BY A PROVIDER ASSESSMENT ADMINISTERED BY THE NORTH CAROLINA DEPARTMENT OF HEALTH AND HUMAN SERVICES. UNDER THE PROGRAM, A TAX IS ASSESSED AGAINST TOTAL HOSPITAL EXPENSES AND THE FEDERAL GOVERNMENT MATCHES THE ASSESSMENT AT A RATE OF NEARLY 2 TO 1. THE PROCEEDS ARE THEN USED TO FUND ENHANCED FEE FOR SERVICES RATES ALONG WITH A DISPROPORTIONATE SHARE PAYMENT BACK TO HOSPITALS. PART I, LN 7 COL(F): THE ORGANIZATION'S PATIENT BAD DEBT EXPENSE PER THE AUDITED FINANCIAL STATEMENTS WAS $12,879,957 FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2024. THIS AMOUNT IS NOT INCLUDED IN THE CALCULATION OF CHARITY CARE FOR PART I, LINE 7. PART II, COMMUNITY BUILDING ACTIVITIES: ATRIUM HEALTH WAKE FOREST BAPTIST (AHWFB), OF WHICH THE HOSPITAL IS AN INTEGRAL PART, IS COMMITTED TO COMMUNITY OUTREACH, EDUCATION, RESEARCH, CHARITY CARE, AND OTHER EFFORTS TO IMPROVE THE LIVES OF ALL RESIDENTS IN THE COMMUNITIES IT SERVES THROUGH SEVERAL PROGRAMS AND INITIATIVES. THE ORGANIZATION PROVIDES RESOURCES AND FINANCIAL SUPPORT TO OTHER LOCAL NON-PROFIT ORGANIZATIONS WHOSE MISSIONS ARE TO IMPROVE PUBLIC HEALTH BY ADDRESSING THE ROOT CAUSES OF HEALTH ISSUES BY FOCUSING ON THE SOCIAL DETERMINANTS OF HEALTH SUCH AS POVERTY, SAFE HOUSING AND TRANSPORTATION, LACK OF EDUCATION, RACISM, AND OTHER SOCIAL DISPARITIES. ADDITIONALLY, HOSPITAL TEAMMATES PROVIDE COMMUNITY SUPPORT BY SERVING ON LOCAL BOARDS FOR COMMUNITY-BASED ORGANIZATIONS OR PARTICIPATING IN COMMUNITY COALITIONS OR TASKFORCES. PART III, LINE 2: THE ORGANIZATION USED WORKSHEET 2 OF THE FORM 990, SCHEDULE H INSTRUCTIONS TO COMPUTE A COST TO CHARGE RATIO, WHICH IS USED TO CALCULATE BAD DEBT AT COST. BAD DEBT HAS NOT BEEN INCLUDED IN THE COMPUTATION OF COMMUNITY BENEFIT ON PART I, LINE 7. PART III, LINE 4: FOOTNOTE 2 (PATIENT SERVICE REVENUE) ON PAGE 12 OF THE AUDITED FINANCIAL STATEMENTS DESCRIBES THE TREATMENT OF BAD DEBT. PART III, LINE 8: THE HOSPITAL USES AN OVERALL COST TO CHARGE RATIO CALCULATION BASED ON AUDITED FINANCIAL STATEMENTS BUT REMOVES COST ASSOCIATED WITH BAD DEBT, GME, COMMUNITY HEALTH IMPROVEMENT, COMMUNITY BUILDING, AND CHARITY CARE SO AS NOT TO COUNT THOSE COSTS TWICE. PART III, LINE 9B: THE HOSPITAL MAKES A REASONABLE EFFORT TO DETERMINE AN INDIVIDUAL'S ELIGIBILITY FOR FINANCIAL ASSISTANCE BEFORE ENGAGING IN ANY COLLECTION ACTIONS.ALL COLLECTION ACTIONS WILL BE SUSPENDED IF THE INDIVIDUAL SUBMITS A COMPLETED FAP APPLICATION DURING THE APPLICATION PERIOD, OR IF THE INDIVIDUAL SUBMITS AN INCOMPLETE APPLICATION DURING THE APPLICATION PERIOD THAT IS SUBSEQUENTLY COMPLETED WITHIN A REASONABLE TIME AFTER THEHOSPITAL REQUESTS FURTHER INFORMATION. IF THE INDIVIDUAL IS DETERMINED NOT TO BE ELIGIBLE FOR A FULL DISCOUNT UNDER THE FAP, ANY COLLECTION ACTIVITIES WILL BE RESUMED AS TO THE OUTSTANDING BALANCE OWED. IF THE INDIVIDUAL IS DETERMINED TO BE ELIGIBLE FOR ASSISTANCE UNDER THE FAP,APPROPRIATE MEASURES ARE TAKEN TO REFUND ANY AMOUNTS OWED TO THE INDIVIDUAL AND REVERSE OR MODIFY COLLECTION ACTIONS CONSISTENT WITH THE NEW BALANCE OWED AFTER APPLYING THE APPLICABLE FAP DISCOUNTS. PART VI, LINE 2: THE HOSPITAL FACILITY'S MOST RECENT CHNA WAS BASED ON A SET OF BEST PRACTICES FOR COMMUNITY HEALTH ASSESSMENTS WITH THE PURPOSE OF IDENTIFYING REGIONAL PRIORITY AREAS TO FOCUS ON FOR CY2024 TO CY2026. THE PROCESS WAS DESIGNED TO RELY ON EXISTING PUBLIC DATA, DIRECTLY ENGAGING COMMUNITY STAKEHOLDERS, AND COLLABORATE WITH LOCAL PUBLIC HEALTH, OTHER HEALTH CARE PROVIDERS; AS WELL AS, COMMUNITY PARTNERS SUCH AS FAITH NETWORKS RELEVANT TO THE SOCIAL FACTORS UNDERLYING PATTERNS OF ACCESS. THE ASSESSMENT WAS CONDUCTED IN THREE STAGES: 1) DATA REVIEW OF PRIMARY AND SECONDARY SOURCES, 2) SETTING PRIORITIES, AND 3) COMMUNITY ASSET INVENTORY. THE DATA REVIEW AND PRIORITY SETTING PHASES BEGAN WITH THE COMPILATION OF EXISTING HEALTH-RELATED DATA. STAKEHOLDERS REVIEWED MULTIPLE DATA SETS INCLUDING LOCAL PUBLIC HEALTH NEEDS ASSESSMENTS, NORTH CAROLINA INDICATORS FOR COMMUNITY HEALTH ASSESSMENT, INTERNAL DISEASE REGISTRIES, COUNTY HEALTH RANKINGS, AND OTHERS. COMMUNITY FEEDBACK IN THE FORM OF RESIDENT SURVEYS AND INTERVIEWS WITH COMMUNITY LEADERS THAT REPRESENT THE UNDERSERVED AND VULNERABLE POPULATIONS WERE ALSO CONSIDERED. ONCE COMMUNITY HEALTH NEEDS WERE IDENTIFIED, AN INTERNAL STEERING COMMITTEE AND SENIOR LEADERSHIP REVIEWED A SET OF CRITERIA TO DEVELOP THE PRIORITY RANKINGS. EACH IDENTIFIED HEALTH NEED WAS REVIEWED AND ASSIGNED A VALUE WITH THE GREATEST WEIGHT PLACED UPON HEALTH DISPARITIES ASSOCIATED WITH THE NEED, THE BURDEN OF THE HEALTH NEED, THE FEASIBILITY OF INTERVENTIONS, AND THE IMPORTANCE THE COMMUNITY PLACES ON ADDRESSING THE HEALTH NEED. FINALLY, THE HOSPITAL FACILITY DEVELOPED AN IMPLEMENTATION STRATEGY TO IDENTIFY THE MEANS THROUGH WHICH IT PLANS TO ADDRESS THOSE PRIORITIZED NEEDS THAT ARE CONSISTENT WITH THE CHARITABLE MISSION AS PART OF ITS COMMUNITY BENEFIT PROGRAMS FOR THE NEXT THREE CALENDAR YEARS. BEYOND PROGRAMS ADDRESSED IN THE IMPLEMENTATION STRATEGY, THE HOSPITAL FACILITY WILL CONTINUE TO ADDRESS MANY OF THE PRIORITIES BY PROVIDING CARE TO ALL, REGARDLESS OF ABILITY TO PAY. PART VI, LINE 3: THE ORGANIZATION USES A VARIETY OF MEANS TO EDUCATE AND INFORM PATIENTS OF THEIR FINANCIAL ASSISTANCE OPTIONS. INFORMATION REGARDING FINANCIAL ASSISTANCE CAN BE FOUND ON THE HOSPITAL FACILITY'S WEBSITE, IN PAMPHLETS, CONSPICUOUSLY DISPLAYED SIGNAGE, PATIENT BILL STATEMENTS, AND FROM TEAMMATES DURING CONVERSATIONS CONCERNING A PATIENT'S LIABILITY FOR SERVICES. THE HOSPITAL FACILITY EMPLOYS A PRE-SERVICE FINANCIAL CLEARANCE PROCESS THAT SCREENS PATIENTS PRIOR TO SERVICE DELIVERY FOR EXISTING OR AVAILABLE PAYER SOURCES AS A MEANS OF AVOIDING BAD DEBT AND INAPPROPRIATE BILLING TO PATIENTS WITHOUT THE MEANS TO PAY. IF A PAYER SOURCE IS IDENTIFIED, TEAMMATES WILL ASSIST THE PATIENT WITH ENROLLMENT. PART VI, LINE 4: ATRIUM HEALTH WAKE FOREST BAPTIST WILKES MEDICAL CENTER IS LOCATED IN WILKESBORO, NORTH CAROLINA. THE PRIMARY COMMUNITY BENEFIT SERVICE AREA (CBSA) IS WILKES COUNTY, NORTH CAROLINA. WILKES COUNTY IS LOCATED IN THE FOOTHILLS REGION AND COVERS 757 SQUARE MILES WITH A POPULATION OF APPROXIMATELY 66,125. THE COUNTY IS LOCATED ON THE EASTERN SLOPE OF THE BLUE RIDGE MOUNTAINS, WHICH IS PART OF THE APPALACHIAN MOUNTAIN RANGE. THE NEAREST METROPOLITAN AREA IS WINSTON-SALEM, LOCATED 40 MILES TO THE EAST. NEIGHBORING COUNTIES INCLUDE SURRY, YADKIN, ASHE, ALLEGHANY, WATAUGA, CALDWELL, ALEXANDER, AND IREDELL. THE MOST COMMON INDUSTRIES ARE MANUFACTURING, HEALTHCARE, AND RETAIL.BELOW IS A DEMOGRAPHIC SNAPSHOT OF THE POPULATION OF WILKES COUNTY: POPULATION BY RACE/ETHNICITY-NON-HISPANIC WHITE: 86.5%-NON-HISPANIC AFRICAN-AMERICAN: 3.7%-HISPANIC OR LATINO: 8.1%-ALL OTHER: 1.7%POPULATION BY AGE DISTRIBUTION -AGE 0-4 YEARS: 4.9%-AGE 5-19: 17.6%-AGE 20-39: 20.9%-AGE 40-64: 34.1%-AGE 65+: 22.5%POPULATION BY SEX-MALE 48.4%-FEMALE 51.6%POPULATION IN POVERTY-BELOW FEDERAL POVERTY LEVEL: 17%-BELOW 200% OF FEDERAL POVERTY LEVEL: 34%UNEMPLOYMENT RATE: 4.2%PERCENT OF HIGH SCHOOL GRADUATES: 90.9% PART VI, LINE 5: ATRIUM HEALTH WAKE FOREST BAPTIST (AHWFB), OF WHICH THE HOSPITAL IS AN INTEGRAL PART, IS COMMITTED TO BEING RESPONSIVE TO THE HEALTH NEEDS OF THE COMMUNITIES IT SERVES THROUGH A NUMBER OF PROGRAM ACTIVITIES AND COMMUNITY HEALTH IMPROVEMENT INITIATIVES. AHWFB HAS ADOPTED AND MAINTAINED A FINANCIAL ASSISTANCE POLICY, PROVIDES SUBSIDIZED HEALTH SERVICES TO PATIENTS IN NEED, AND ACCEPT ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. THE HOSPITAL OPERATES AND EMERGENCY ROOM THAT IS OPEN 24/7, AND ITS GOVERNING BOARD IS PREDOMINATELY COMPRISED OF LEADERS WITHIN THE COMMUNITY THE HOSPITAL SERVES. FUNDS ARE REINVESTED IN HEALTH IMPROVEMENT INITIATIVES TO BETTER SERVE THE COMMUNITY HEALTH NEEDS, INCLUDING IMPROVEMENT OF FACILITIES AND MEDICAL SERVICES WITH THE LATEST TECHNOLOGICAL ADVANCES. CASH AND IN-KIND DONATIONS ARE GIVEN TO LOCAL NON-PROFIT COMMUNITY ORGANIZATIONS AND USED TO FUND COMMUNITY BASED HEALTH IMPROVEMENT PROGRAMMING. SUCH PROGRAMMING INCLUDES BESTHEALTH COMMUNITY EDUCATION CLASSES, CHRONIC DISEASE SELF-MANAGEMENT PROGRAMS, PUBLIC HEALTH SCREENINGS, CAREGIVER ACADEMY, AND OTHER HEALTH EDUCATION EVENS HELD LOCALLY THROUGHOUT THE YEAR. PART VI, LINE 6: THE FILING ORGANIZATION IS A MAJOR COMPONENT OF ATRIUM HEALTH WAKE FOREST BAPTIST, A PREEMINENT ACADEMIC HEALTH SYSTEM OF THE HIGHEST QUALITY WITH BALANCED EXCELLENCE IN PATIENT CARE, RESEARCH, AND EDUCATION. TOGETHER WITH AN INTEGRATED GROUP OF 501(C)(3) HOSPITALS, PHYSICIAN NETWORKS, OTHER HEALTHCARE PROVIDERS, AND WAKE FOREST UNIVERSITY HEALTH SCIENCES (WHICH OPERATES WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE), THE ORGANIZATION IS COMMITTED TO PROVIDING SIGNIFICANT BENEFITS TO THE COMMUNITIES IT SERVES ACROSS NORTHWESTERN NORTH CAROLINA. EACH HOSPITAL ORGANIZATION REPORTS ITS OWN COMMUNITY BENEFIT ON FORM 990, SCHEDULE H. COMMUNITY BENEFITS OF THE ACADEMIC HEALTH SYSTEM ARE PUBLISHED IN A CONSOLIDATED COMMUNITY BENEFIT REPORT, LOCATED AT WWW.WAKEHEALTH.EDU/ABOUT-US/SERVING-OUR-COMMUNITIES/COMMUNITY-BENEFITS. THIS CONSOLIDATED TOTAL IS CALCULATED IN ACCORDANCE WITH REPORTING GUIDELINES ISSUED BY THE NORTH CAROLINA HEALTHCARE ASSOCIATION, WHICH DIFFER FROM FORM 990, SCHEDULE H INSTRUCTIONS. A SIGNIFICANT PORTION OF COMMUNITY BENEFIT ACTIVITIES CONDUCTED BY THE ACADEMIC HEALTH SYSTEM ARE NOT REPORTED ON FORM 990, SCHEDULE H BECAUSE MANY COMMUNITY BENEFIT ACTIVITIES ARE NOT CONDUCTED BY AN ENTITY THAT IS A 501(C)(3) HOSPITAL. 1 1 0 0 0 0 0 0 0 BRADLEY A CLARK TREASURER 1697429 0 713004 0 103270 0 390217 0 29172 0 2933092 0 80691 0 J MCLAIN WALLACE JR SECRETARY 0 599511 0 371024 0 688567 0 22898 0 7329 0 1689329 0 682207 MICHAEL T WAID BOARD MEMBER 0 482960 0 234168 0 119540 0 23435 0 27322 0 887425 0 91858 DEBORAH HARDING DNP BOARD MEMBER (TO 7/31/24) 0 236901 0 140841 0 374738 0 35837 0 13778 0 802095 0 228360 STEPHAN L LILLIE BOARD MEMBER 0 409266 0 256504 0 869 0 25707 0 36339 0 728685 0 0 JENA FOLGER BOARD MEMBER 0 374207 0 232222 0 35354 0 25992 0 20743 0 688518 0 34069 CHAD BROWN CHAIR & PRESIDENT 0 351266 0 118768 0 67743 0 25389 0 26996 0 590162 0 43882 SUNEEL KUMAR PARVATHAREDDY MD BOARD MEMBER (FR 11/1/24) 0 379374 0 0 0 23457 0 25992 0 28623 0 457446 0 0 JASON YOCKEY CHIEF CRNA 0 307974 0 0 0 607 0 21770 0 26193 0 356544 0 0 CHERYL MOORE CLINICAL INSTRUCTOR CRNA 0 272133 0 12000 0 7719 0 19809 0 29626 0 341287 0 0 JOHN RIEDEL CLINICAL INSTRUCTOR CRNA 0 248336 0 0 0 473 0 17967 0 27793 0 294569 0 0 AARON ELLIOTT CLINICAL INSTRUCTOR CRNA 0 255689 0 15051 0 514 0 16488 0 2381 0 290123 0 0 SUSAN BACHMEIER CHIEF NURSING OFFICER 0 212919 0 28727 0 1989 0 16576 0 18058 0 278269 0 0 BARRY WALD ASST TREASURER (TO 10/25/24) 0 195462 0 31847 0 438 0 15806 0 15200 0 258753 0 0 PART I, LINES 4A-B CERTAIN DIRECTORS, OFFICERS, AND/OR HIGHLY COMPENSATED EMPLOYEES OF THE FILING ORGANIZATION PARTICIPATED IN AND/OR RECEIVED PAYMENTS FROM A NON-QUALIFIED DEFERRED COMPENSATION PLAN (RESTORATION OR SERP) AND/OR RECEIVED PAYMENTS FOR SEVERANCE. THE DETERMINATION OF THE PAYMENT AMOUNT FROM NON-QUALIFIED DEFERRED COMPENSATION PLANS FOLLOWED THE EMPLOYMENT ORGANIZATION'S COMPENSATION PROCEDURES. THE FOLLOWING DIRECTORS, OFFICERS, AND/OR HIGHLY COMPENSATED EMPLOYEES RECEIVED PAYMENTS FOR SEVERANCE AND/OR PAYMENTS FROM NON-QUALIFIED DEFERRED COMPENSATION PLANS DURING THE CURRENT TAX YEAR: SEVERANCE PAYMENTS: DEBORAH HARDING, DNP 165,136 NON-QUALIFIED DEFERRED COMPENSATION PLAN CHAD BROWN 43,882 BRADLEY A. CLARK 362,617 JENA FOLGER 34,069 MICHAEL T. WAID 91,858 J. MCLAIN WALLACE, JR. 682,207 FORM 990, PART VII, LINE 5 - COMPENSATION FROM UNRELATED ORGANIZATION BRADLEY A. CLARK WAS COMPENSATED BY THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY (CMHA, DOING BUSINESS AS ATRIUM HEALTH), AN AFFILIATED BUT UNRELATED ORGANIZATION, FOR SERVICES RENDERED TO THE ORGANIZATION. SEE PART VII AND SCHEDULE J FOR COMPENSATION. FORM 990, PART III, LINE 1 WRMC HOSPITAL OPERATING CORPORATION (DBA ATRIUM HEALTH WAKE FOREST BAPTIST WILKES MEDICAL CENTER, AT TIMES ALSO REFERRED TO AS THE "HOSPITAL OR "AHWFB-WMC OR "THE FILING ORGANIZATION") IS AN INTEGRAL PART OF ATRIUM HEALTH WAKE FOREST BAPTIST (AHWFB), A PREEMINENT LEARNING HEALTH SYSTEM AND ACADEMIC MEDICAL CENTER OF THE HIGHEST QUALITY WITH BALANCED EXCELLENCE IN PATIENT CARE, RESEARCH, AND EDUCATION THAT PROMOTES BETTER HEALTH FOR ALL THROUGH COLLABORATION, EXCELLENCE, AND INNOVATION. AHWFB'S MISSION IS TO IMPROVE HEALTH, ELEVATE HOPE, AND ADVANCE HEALING FOR ALL. AHWFB'S VISION IS TO BE THE FIRST AND BEST CHOICE FOR CARE. FORM 990, PART IV, LINE 20B THE HOSPITAL HAS ATTACHED A COPY OF ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ITS CALENDAR YEAR ENDED DECEMBER 31, 2024 TO THE FORM 990. THE CONSOLIDATED FINANCIAL STATEMENTS HAVE BEEN PREPARED ON THE ACCRUAL BASIS IN CONFORMITY WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDE THE ASSETS AND OPERATIONS OF ALL ATRIUM HEALTH, INC. CONTROLLED ENTITIES, AND ATRIUM HEALTH WAKE FOREST BAPTIST ENTITIES (UNDER COMMON MANAGEMENT), INCLUDING: -WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER AND AFFILIATES (INCLUDING THE FILING ORGANIZATION), -NORTH CAROLINA BAPTIST HOSPITAL AND AFFILIATES, -WAKE FOREST UNIVERSITY HEALTH SCIENCES AND AFFILIATES, -CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY (DBA ATRIUM HEALTH CHARLOTTE) AND AFFILIATES, -FLOYD HEALTHCARE MANAGEMENT, INC. (DBA ATRIUM HEALTH FLOYD) AND AFFILIATES, AND -NAVICENT HEALTH INC. (DBA ATRIUM HEALTH NAVICENT) AND AFFILIATES. ALL SIGNIFICANT INTERCOMPANY TRANSACTIONS HAVE BEEN ELIMINATED IN CONSOLIDATION. FORM 990, PART VI, SECTION A, LINE 3 THE FILING ORGANIZATION, UNDER A LONG TERM LEASE BETWEEN THE TOWN OF WILKESBORO AND WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER OF ALL ASSETS AND PROPERTY USED IN OPERATIONS, IS OPERATED AND CONTROLLED BY WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER AS AN AFFILIATE OF ATRIUM HEALTH WAKE FOREST BAPTIST. ALL MEMBERS OF KEY MANAGEMENT ARE EMPLOYEES OF WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER (WFUBMC), A NORTH CAROLINA NONPROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF THE ORGANIZATION SHALL HAVE THE RIGHT AT ALL TIMES, WITH RESPECT TO THE ORGANIZATION, TO ELECT AND REMOVE THE TRUSTEES, AS PROVIDED IN THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER OF THE ORGANIZATION SHALL HAVE THE RIGHT AT ALL TIMES, WITH RESPECT TO THE ORGANIZATION, TO APPROVE THE SALE, LEASE, OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE ORGANIZATION, TO APPROVE ANY AMENDMENTS TO THE ORGANIZATIONS ARTICLES OR BYLAWS, AND TO APPROVE THE MISSION, VISION, AND VALUE STATEMENTS OF THE ORGANIZATION. THE SOLE MEMBER MAY ACT WITHOUT A MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FILING ORGANIZATION'S BOARD OF DIRECTORS RECEIVES COPIES OF THE FORM 990 WITH SUFFICIENT TIME TO PERMIT REVIEW, COMMENT, AND QUESTIONS PRIOR TO ITS FILING. IF MODIFICATIONS ARE REQUIRED FOLLOWING SUCH REVIEW AND COMMENT, THE REVISED FORM 990 IS REDISTRIBUTED TO ALL DIRECTORS PRIOR TO ITS FILING WITH THE IRS, ALONG WITH A REPORT NOTING THE MODIFICATIONS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ITS OFFICERS, DIRECTORS AND KEY EMPLOYEES TO ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND DETERMINE ANY POTENTIAL CONFLICTS OF INTEREST. ANY POTENTIAL CONFLICTS NOTED IN THE QUESTIONNAIRE ARE REVIEWED BY A STANDING COMMITTEE FOR APPROPRIATE RESOLUTION. ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DETERMINE AND REPORT ANNUALLY, AND AS THEY ARISE, ANY POTENTIAL CONFLICTS OF INTEREST TO THE SECRETARY OF THE BOARD OF DIRECTORS. THE RESOLUTION OF POTENTIAL AND ACTUAL CONFLICTS IS SUBJECT TO THE APPROVAL OF THE CHAIR OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE FILING ORGANIZATION DOES NOT PAY COMPENSATION TO DIRECTORS FOR THEIR EFFORT DEVOTED TO THE ORGANIZATION. CERTAIN OFFICERS AND DIRECTORS ARE EMPLOYED BY A RELATED ORGANIZATION, WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER (WFUBMC) AND THE DETERMINATION OF THE COMPENSATION OF SUCH INDIVIDUALS IS CONDUCTED VIA THE PROCESS UTILIZED BY THE WFUBMC BOARD, AS FOLLOWS: THE ADVOCATE HEALTH COMPENSATION AND BENEFITS COMMITTEE ("THE COMMITTEE") OF THE ADVOCATE HEALTH, INC. BOARD OF DIRECTORS ("THE BOARD") HAS AUTHORITY AS THE WFUBMC BOARD DELEGATES TO IT, FOR THE REVIEW AND APPROVAL OF EXECUTIVE COMPENSATION. NO MEMBER OF THE COMMITTEE IS AN EMPLOYEE OF WFUBMC OR THE FILING ORGANIZATION. THE COMMITTEE RELIES UPON AN EXTERNAL, INDEPENDENT COMPENSATION CONSULTANT RETAINED DIRECTLY BY THE COMMITTEE TO PROVIDE THIRD-PARTY COMPENSATION COMPARABILITY DATA FOR EVALUATING THE COMPETITIVENESS AND REASONABLENESS OF EXECUTIVE COMPENSATION AND BENEFITS PROGRAMS RELATIVE TO MARKET PRACTICES FOR SIMILARLY SITUATED HEALTHCARE ORGANIZATIONS. IN EVALUATING COMPENSATION, THE COMMITTEE FOLLOWS CORPORATE GOVERNANCE BEST PRACTICE SUCH AS ADHERENCE TO THE COMPANY'S EXECUTIVE COMPENSATION PHILOSOPHY AND REVIEW PROCESSES; PROCESSES TO ENSURE COMMITTEE MEMBER AND COMPENSATION CONSULTANT INDEPENDENCE; DATA FROM HEALTHCARE ORGANIZATIONS OF COMPARABLE SIZE, STRUCTURE, AND COMPLEXITY; AND ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS, PER IRS GUIDELINES. MINUTES OF THE DELIBERATIONS OF THE COMMITTEE ARE MAINTAINED IN THE ADVOCATE HEALTH, INC. LEGAL DEPARTMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON REQUEST AND ARE AVAILABLE ON THE WEBSITE OF THE NORTH CAROLINA SECRETARY OF STATE. THE ORGANIZATION'S BYLAWS ARE NOT PUBLISHED, BUT PROVISIONS FROM THE BYLAWS ARE INCLUDED AS NECESSARY IN THE ORGANIZATION'S POLICIES, AND ARE ATTACHED TO THE FORM 1023 FILED FOR THE ORGANIZATION WITH THE IRS, WHICH IS PUBLICLY AVAILABLE. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON REQUEST. FORM 990, PART XI, LINE 9: ACTUARIAL GAIN/LOSS - CHANGE IN PENSION LIABILITY 1,086,077. 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