Civic Intelligence

Dialysis Access Group of Wake Forest University LLC

990 • Fiscal year 2012 • EIN 20-4241942

Jul 01, 2011 to Jun 30, 2012 • Filed on May 13, 2013

Organization ProfileN/A
Medical Center Blvd27157
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

88th percentile

0.88x

Higher debt load relative to assets than 88% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

69th percentile

7.2%

Faster asset growth than 69% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$533,123

Up $35,593 (+7.2%) from 2011

Net Assets

Up

$64,908

Up $343,365 (+123%) from 2011

Liabilities

Down

$468,215

Down $307,772 (-40%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,477,639

Down $462,238 (-24%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0-$500KAssets 2010: $384,541Liabilities 2010: $556,509Net Assets 2010: -$171,9682010Assets 2011: $497,530Liabilities 2011: $775,987Net Assets 2011: -$278,4572011Assets 2012: $533,123Liabilities 2012: $468,215Net Assets 2012: $64,9082012Assets 2013: $535,448Liabilities 2013: $384,227Net Assets 2013: $151,2212013Assets 2014: $496,941Liabilities 2014: $144,290Net Assets 2014: $352,6512014Assets 2015: $504,588Liabilities 2015: $106,495Net Assets 2015: $398,0932015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2012

Assets$533,123
Liabilities$468,215
Net Assets$64,908
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,969,7542010Expenses 2011: $1,939,8772011Expenses 2012: $1,477,6392012Expenses 2013: $1,370,4772013Revenue 2014: $1,673,046Expenses 2014: $1,471,616Net Income 2014: $201,4302014Revenue 2015: $1,585,700Expenses 2015: $1,440,258Net Income 2015: $145,4422015Revenue 2016: $369,546Expenses 2016: $389,353Net Income 2016: -$19,8072016

Highlighted filing

2012

Revenue-
Expenses$1,477,639
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 13, 2013
Return Version
2011v1.5
Gross Receipts
$1,821,004
Mission and Program Overview

Mission

Provides vascular access maintenance procedures to dialysis patients and supports the teaching and research missions of wake forest university health sciences and north carolina baptist hospital.

Filing and Contact Details

Filer

EIN
20-4241942
Raw XML AppendixShowing 400 of 538 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE ORGANIZATION WAS REQUIRED TO EVALUATE UNCERTAIN TAX POSITIONS. THIS EVALUATION INCLUDES A QUANTIFICATION OF TAX RISK IN AREAS SUCH AS UNRELATED BUSINESS TAXABLE INCOME AND THE TAXATION OF FOR-PROFIT SUBSIDIARIES. THIS EVALUATION DID NOT HAVE A MATERIAL EFFECT ON THE ORGANIZATION'S STATEMENT OF OPERATIONS FOR THE YEARS ENDED JUNE 30, 2012 AND 2011.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1PHARMACY REBATES 1,519.
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IRS990ScheduleO/GeneralExplanation/Explanation0EFFECTIVE JULY 1, 2010, THE GOVERNING BOARDS OF FOUR NORTH CAROLINA NONPROFIT CORPORATIONS (WAKE FOREST UNIVERSITY, NORTH CAROLINA BAPTIST HOSPITAL, WAKE FOREST UNIVERSITY HEALTH SCIENCES, AND WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER) ENTERED INTO AN AGREEMENT (THE "MEDICAL CENTER INTEGRATION AGREEMENT" OR "MCIA") UNDER WHICH THE POWER TO OPERATE EACH OF NORTH CAROLINA BAPTIST HOSPITAL ("NCBH") AND WAKE FOREST UNIVERSITY HEALTH SCIENCES ("WFUHS"), INCLUDING THEIR RESPECTIVE "SUBSIDIARIES, AFFILIATES, AND JOINT VENTURES" (WHICH INCLUDES THE FILING ORGANIZATION) WAS DELEGATED TO WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ("WFUBMC"). WFUHS IS A WHOLLY-CONTROLLED SUBSIDIARY ENTITY OF WAKE FOREST UNIVERSITY ("WFU"). WFUBMC IS NOW A MEMBERSHIP NONPROFIT CORPORATION WHOSE TWO EQUAL MEMBERS ARE NCBH (AN ENTITY UNRELATED TO WFU) AND WFU. THIS CONSOLIDATION OF MANAGEMENT IN WFUBMC OF THE VARIOUS ACADEMIC MEDICAL CENTER OPERATIONS, SUBJECT TO SUBSTANTIAL RESERVED POWERS IN EACH OF THE WFU AND NCBH CONSTITUENT MEMBERS' (OR IN WFUHS') BOARDS, MANDATED CHANGES IN THE GOVERNANCE DOCUMENTS OF EACH ORGANIZATION (WFUHS, NCBH AND WFU), WHICH CHANGES WERE MADE DURING THE PRIOR TAX YEAR. THE FILING ORGANIZATION IS A WHOLLY CONTROLLED SUBSIDIARY OF WFUHS. WHILE NO CONFORMING CHANGES TO THE FILING ORGANIZATION'S GOVERNANCE DOCUMENTS WERE MADE DURING THE TAX YEAR, THE FILING ORGANIZATION'S MANAGEMENT HAS BEEN DIRECTLY IMPACTED BY THE MCIA.
IRS990ScheduleO/GeneralExplanation/Explanation1THE ORGANIZATION HAS TWO MEMBERS, WAKE FOREST UNIVERSITY HEALTH SCIENCES AND NORTH CAROLINA BAPTIST HOSPITAL, WHO EACH HOLD A 50% INTEREST IN THE ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation2THE ORGANIZATION IS MANAGED BY A SINGLE MANAGER, WAKE FOREST UNIVERSITY HEALTH SCIENCES, WHICH HAS AUTHORITY TO APPOINT OFFICERS OF THE ORGANIZATION, INCLUDING AN "OPERATIONS MANAGER." WAKE FOREST UNIVERSITY HEALTH SCIENCES IS A RELATED ORGANIZATION OF THE ORGANIZATION. ADDITIONAL MEMBERS OF THE ORGANIZATION MAY BE ADMITTED PROVIDED THEY MEET CERTAIN QUALITIFATIONS (SUCH AS 501(C)(3) STATUS) AND MAKE THE REQUISITE CAPITAL CONTRIBUTION FOR MEMBERSHIP.
IRS990ScheduleO/GeneralExplanation/Explanation3MAJOR DECISIONS REQUIRE THE APPROVAL OF THE ORGANIZATION'S TWO MEMBERS, WAKE FOREST UNIVERSITY HEALTH SCIENCES & NORTH CAROLINA BAPTIST HOSPITAL (INCLUDING AMENDMENT OF THE ORGANIZATION'S OPERATING AGREEMENT, CHANGES TO THE ENTITY TYPE THROUGH WHICH THE ORGANIZATION CONDUCTS ITS BUSINESS, AND ADMISSION OF NEW MEMBERS).
IRS990ScheduleO/GeneralExplanation/Explanation4THE FILING ORGANIZATION DISTRIBUTES A DRAFT COPY OF THE FORM 990 TO THE TWO MEMBERS OF THE ORGANIZATION WITH SUFFICIENT TIME TO PERMIT REVIEW, COMMENT, AND QUESTIONS PRIOR TO ITS FILING. THE ORGANIZATION REVIEWS ALL COMMENTS AND ANSWERS ALL QUESTIONS RAISED BY THE MEMBERS TO ENSURE THAT ALL FORM 990 INFORMATION IS PROPERLY REPORTED AND DISCLOSED. IF MODIFICATIONS ARE REQUIRED FOLLOWING SUCH REVIEW, THE REVISED FORM 990 IS REDISTRIBUTED TO THE MEMBERS PRIOR TO ITS FILING WITH THE IRS, ALONG WITH A SUMMARY OF THE MODIFICATIONS.
IRS990ScheduleO/GeneralExplanation/Explanation5THE ORGANIZATION REQUIRES ITS OFFICERS AND MEMBERS TO REVIEW THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS OF INTERESTS ANNUALLY AND AS THEY ARISE. ANY ITEMS DISCLOSED ARE REVIEWED AND MANAGED IN ACCORDANCE WITH THE ORGANIZATION'S POLICY ON CONFLICTS OF INTEREST.
IRS990ScheduleO/GeneralExplanation/Explanation6THE ORGANIZATION PAYS NO COMPENSATION TO OFFICERS, THE MANAGER OR MEMBERS, AS THE ORGANIZATION HAS NO EMPLOYEES, IT DOES NOT PAY ANY COMPENSATION TO ANY KEY EMPLOYEE. ALL COMPENSATION PAID TO OFFICERS AND FORMER OFFICERS WAS PAID BY RELATED ORGANIZATIONS. COMPENSATION PAID TO THESE INDIVIDUALS IS REVIEWED AND APPROVED IN ACCORDANCE WITH THE RELATED ORGANIZATION'S COMPENSATION POLICIES AND PROCEDURES WHICH INCLUDE INDEPENDENT COMPENSATION CONSULTANTS, COMPENSATION SURVEYS AND STUDIES TO DETERMINE THE APPROPRIATENESS OF EACH OFFICER'S COMPENSATION.
IRS990ScheduleO/GeneralExplanation/Explanation7THE ORGANIZATION'S ARTICLES OF ORGANIZATION ARE AVAILABLE TO THE PUBLIC ON REQUEST AND ARE AVAILABLE ON THE WEBSITE OF THE NORTH CAROLINA SECRETARY OF STATE. THE ORGANIZATION'S OPERATING AGREEMENT IS NOT PUBLISHED, BUT PROVISIONS FROM THE OPERATING AGREEMENT 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 NOT AVAILABLE TO THE PUBLIC. PART VII, SECTION A, COLUMN B, HOURS FOR RELATED AND UNRELATED ORGANIZATIONS DOUGLAS L EDGETON FILING ORG 1.0 RELATED ORG 38.0 UNRELATED ORG 1.0 TERRY L HALES JR FILING ORG 2.0 RELATED ORG 17.5 UNRELATED ORG 21.5 JOHN D MCCONNELL MD FILING ORG .5 RELATED ORG 18.9 UNRELATED ORG 20.6 WILLIAM B APPLEGATE MD FILING ORG 0.0 RELATED ORG 40.0 NORTH CAROLINA BAPTIST HOSPITAL IS AN UNRELATED ORGANIZATION TO THE FILING ORGANIZATION. PURSUANT TO THE TERMS OF THE MEDICAL CENTER INTEGRATION AGREEMENT, THE CORPORATE OFFICERS OF THE MEDICAL CENTER (WHICH DAG IS PART OF) WILL SERVE AS THE CORPORATE OFFICERS OF NORTH CAROLINA BAPTIST HOSPITAL AND WAKE FOREST UNIVERSITY HEALTH SCIENCES (A RELATED ORGANIZATION). ACCORDINGLY, SUCH OFFICERS' HOURS ARE INCLUDED HEREIN.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10MEDICAL CENTER BLVD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11MEDICAL CENTER BLVD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12MEDICAL CENTER BLVD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine13MEDICAL CENTER BLVD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine14MEDICAL CENTER BLVD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine15MEDICAL CENTER BLVD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine16MEDICAL CENTER BLVD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0WINSTON SALEM
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1WINSTON SALEM
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City2WINSTON SALEM
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IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City4WINSTON SALEM
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City5WINSTON SALEM
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City6WINSTON SALEM
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0NC
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1NC
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State2NC
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State3NC
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State4NC
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State5NC
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State6NC
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode027157
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode127157
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode227157
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode327157
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode427157
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode527157
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode627157
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IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg50
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg60
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine10WAKE FOREST UNIVERSITY HEALTH SCIENCES
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine11WAKE FOREST UNIVERSITY HEALTH SCIENCES
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine12WAKE FOREST UNIVERSITY
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine13WAKE FOREST UNIVERSITY HEALTH SCIENCES
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine14WAKE FOREST UNIVERSITY HEALTH SCIENCES
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine15WAKE FOREST UNIVERSITY HEALTH SCIENCES
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine16WAKE FOREST UNIVERSITY HEALTH SCIENCES
IRS990ScheduleR/Form990ScheduleRPartII/EIN0561903275
IRS990ScheduleR/Form990ScheduleRPartII/EIN1900222618
IRS990ScheduleR/Form990ScheduleRPartII/EIN2223849199

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$533,123
Liabilities
$468,215
Net assets
$64,908
Revenue
-
Expenses
$1,477,639
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.37$0.39$0.02
2015Summary only. Only limited summary data is available for this year.$0.50$0.11$0.40$1.59$1.44$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.14$0.35$1.67$1.47$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.38$0.15$1.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.47$0.06$1.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.78$0.28$1.94
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.56$0.17$1.97