Civic Intelligence

Wake Forest University Health Sciences

990T • Fiscal year 2021 • EIN 22-3849199

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

Organization ProfileWAKEHEALTH.EDU

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Medical Center BlvdWinstonsalem, NC 27157

(336) 716-4445

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

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No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0B$4.0B$2.0B$0Assets 2010: $982,135,270Liabilities 2010: $534,554,145Net Assets 2010: $447,581,1252010Assets 2011: $1,084,323,226Liabilities 2011: $545,355,496Net Assets 2011: $538,967,7302011Assets 2012: $1,084,249,448Liabilities 2012: $562,643,761Net Assets 2012: $521,605,6872012Assets 2013: $1,044,242,886Liabilities 2013: $538,820,342Net Assets 2013: $505,422,5442013Assets 2014: $1,242,666,097Liabilities 2014: $766,484,531Net Assets 2014: $476,181,5662014Assets 2015: $1,262,229,986Liabilities 2015: $765,013,635Net Assets 2015: $497,216,3512015Assets 2016: $1,299,473,046Liabilities 2016: $815,555,596Net Assets 2016: $483,917,4502016Assets 2017: $1,331,187,161Liabilities 2017: $806,620,376Net Assets 2017: $524,566,7852017Assets 2018: $1,417,037,950Liabilities 2018: $854,923,264Net Assets 2018: $562,114,6862018Assets 2019: $1,435,646,931Liabilities 2019: $871,479,427Net Assets 2019: $564,167,5042019Assets 2020: $1,634,362,996Liabilities 2020: $1,080,096,441Net Assets 2020: $554,266,5552020Assets 2021: $4,063,609,787Liabilities 2021: $3,120,675,433Net Assets 2021: $942,934,3542021Assets 2022: $1,941,039,363Liabilities 2022: $1,110,751,546Net Assets 2022: $830,287,8172022Assets 2023: $2,098,996,618Liabilities 2023: $1,115,264,668Net Assets 2023: $983,731,9502023Assets 2024: $2,186,649,419Liabilities 2024: $1,165,536,588Net Assets 2024: $1,021,112,8312024

Latest loaded filing

2024

Assets$2,186,649,419
Liabilities$1,165,536,588
Net Assets$1,021,112,831
Open 2024 Filing

Operations Trend

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

$2.0B$1.5B$1.0B$500M$0-$500MExpenses 2010: $746,022,7082010Expenses 2011: $739,374,2902011Expenses 2012: $706,023,5902012Expenses 2013: $735,623,5862013Revenue 2014: $815,060,976Expenses 2014: $865,232,909Net Income 2014: -$50,171,9332014Revenue 2015: $787,843,120Expenses 2015: $759,870,455Net Income 2015: $27,972,6652015Revenue 2016: $870,505,011Expenses 2016: $885,462,390Net Income 2016: -$14,957,3792016Revenue 2017: $1,004,765,981Expenses 2017: $974,549,320Net Income 2017: $30,216,6612017Revenue 2018: $960,431,388Expenses 2018: $975,971,480Net Income 2018: -$15,540,0922018Revenue 2019: $1,047,919,534Expenses 2019: $1,075,819,896Net Income 2019: -$27,900,3622019Revenue 2020: $1,070,156,873Expenses 2020: $1,105,965,785Net Income 2020: -$35,808,9122020Revenue 2021: $629,827,374Expenses 2021: $633,532,610Net Income 2021: -$3,705,2362021Revenue 2022: $1,216,917,552Expenses 2022: $1,358,890,515Net Income 2022: -$141,972,9632022Revenue 2023: $1,642,738,661Expenses 2023: $1,535,945,189Net Income 2023: $106,793,4722023Revenue 2024: $1,713,703,683Expenses 2024: $1,611,375,512Net Income 2024: $102,328,1712024

Latest loaded filing

2024

Revenue$1,713,703,683
Expenses$1,611,375,512
Net Income$102,328,171
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v1.3
Mission and Program Overview

Mission

The organization is part of wake forest baptist medical center, a preeminent, internationally recognized academic medical center of the highest quality with balanced excellence in patient care, research and education. Our mission is to improve the health of our region, state and nation by: generating and translating knowledge to prevent, diagnose and treat disease; training leaders in health care and biomedical science; and serving as the premier health system in our region, with specific centers of excellence recognized as national and international care destinations.

Filing and Contact Details

Filer

Filer Name
Wake Forest University Health Sciences
EIN
22-3849199
Phone
3367164445
Address
MEDICAL CENTER BLVD, WINSTONSALEM, NC 27157

Signing Officer

Name
Stephan Lillie
Title
SVP-CFO
Phone
3367164445
Signed
2022-05-13
Raw XML Appendix144 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.

Path#Value
IRS990T/BooksInCareOfDetail/PersonNm0ERIN KOEWING
IRS990T/BooksInCareOfDetail/PhoneNum03367164445
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0MEDICAL CENTER BLVD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0WINSTON SALEM
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd027157
IRS990T/BookValueAssetsEOYAmt02049073606
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt010579
IRS990T/ESPenaltyAmt0394
IRS990T/ExtsnRequestIncomeTaxPaidAmt0100000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt03
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt079612
IRS990T/OverpaymentSection/OverpaymentAmt079612
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/EmployeeBenefitProgramAmt051102
IRS990TScheduleA/GrossProfitAmt0697623
IRS990TScheduleA/GrossReceiptsOrSalesAmt0697623
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt0697623
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/NetOperatingLossDeductionAmt20
IRS990TScheduleA/OtherDeductionsAmt0591320
IRS990TScheduleA/OtherDeductionsAmt12563
IRS990TScheduleA/OtherDeductionsAmt2433569
IRS990TScheduleA/PrincipalBusinessActivityCd0520000
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IRS990TScheduleA/PrincipalBusinessActivityCd2540000
IRS990TScheduleA/SalariesAndWagesAmt0225915
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IRS990TScheduleA/SequenceTotalNum03
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IRS990TScheduleA/TaxesAndLicensesAmt013872
IRS990TScheduleA/TaxesAndLicensesAmt12102
IRS990TScheduleA/TaxesAndLicensesAmt2340
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalAllocableDeductionsAmt20
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt20
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt20
IRS990TScheduleA/TotalDeductionsAmt0605192
IRS990TScheduleA/TotalDeductionsAmt14665
IRS990TScheduleA/TotalDeductionsAmt2710926
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDeductionSetAsidesAmt20
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt20
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt20
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt20
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt20
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt20
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0156042
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt191068
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt233689
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentDeductionsAmt20
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalRentIncomeAmt20
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt20
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt20
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0156042
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt191068
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt2731312
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0156042
IRS990TScheduleA/TotUnrltTrdBusIncmAmt191068
IRS990TScheduleA/TotUnrltTrdBusIncmAmt2731312
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt20
IRS990TScheduleA/TradeOrBusinessDesc0VERGER FUND II, LLC
IRS990TScheduleA/TradeOrBusinessDesc1CAROLINA BEHAVIORAL HEALTH ALLIANCE, LLC
IRS990TScheduleA/TradeOrBusinessDesc2RESEARCH
IRS990TScheduleA/UBIBeforeNOLDedAmt0-449150
IRS990TScheduleA/UBIBeforeNOLDedAmt186403
IRS990TScheduleA/UBIBeforeNOLDedAmt220386
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-449150
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt186403
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt220386
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt019994
IRS990T/TaxExemptInterestAmt0251648
IRS990T/TaxLessCreditsAmt019994
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0100000
IRS990T/TotalTaxAmt019994
IRS990T/TotalTaxComputationAmt019994
IRS990T/TotalUBTIAmt095210
IRS990T/TotalUBTIBeforeNOLSpecificAmt096210
IRS990T/TotalUBTIBeforeSection199AAmt096210
IRS990T/TotalUBTIComputedAmt0106789
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHAN LILLIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP-CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum03367164445
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAKE FOREST UNIVERSITY HEALTH SCIENCES
ReturnHeader/Filer/BusinessNameControlTxt0WAKE
ReturnHeader/Filer/EIN0223849199
ReturnHeader/Filer/PhoneNum03367164445
ReturnHeader/Filer/USAddress/AddressLine1Txt0MEDICAL CENTER BLVD
ReturnHeader/Filer/USAddress/CityNm0WINSTONSALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027157
ReturnHeader/ReturnTs02022-05-13T14:49:51-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LILLIE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
-
Revenue
-
Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,187$1,166$1,021$1,714$1,611$102
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,099$1,115$984$1,643$1,536$107
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,941$1,111$830$1,217$1,359$142
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4,064$3,121$943$630$634$3.71
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,634$1,080$554$1,070$1,106$35.8
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,436$871$564$1,048$1,076$27.9
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,417$855$562$960$976$15.5
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,331$807$525$1,005$975$30.2
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,299$816$484$871$885$15.0
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,262$765$497$788$760$28.0
2014Detailed filing. Detailed filing data is available for this year.$1,243$766$476$815$865$50.2
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,044$539$505$736
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,084$563$522$706
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,084$545$539$739
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$982$535$448$746