Civic Intelligence

Wake Forest University Health Sciences Group Return

990 • Fiscal year 2011 • EIN 90-0222618

Jul 01, 2010 to Jun 30, 2011 • Filed on May 14, 2012

Organization ProfileN/A
Medical Center Blvd27157
Siviq Scores

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

Liabilities / Assets

18th percentile

0.08x

Higher debt load relative to assets than 18% of similar nonprofits.

2011 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

78th percentile

13%

Faster asset growth than 78% of similar nonprofits.

2011 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$104,213,267

Up $11,891,570 (+13%) from 2010

Net Assets

Up

$95,992,563

Up $11,709,034 (+14%) from 2010

Liabilities

Up

$8,220,704

Up $182,536 (+2.3%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$51,630,336

Down $1,099,198 (-2.1%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$400M$300M$200M$100M$0Assets 2010: $92,321,697Liabilities 2010: $8,038,168Net Assets 2010: $84,283,5292010Assets 2011: $104,213,267Liabilities 2011: $8,220,704Net Assets 2011: $95,992,5632011Assets 2012: $115,752,105Liabilities 2012: $6,772,458Net Assets 2012: $108,979,6472012Assets 2013: $131,042,363Liabilities 2013: $5,705,311Net Assets 2013: $125,337,0522013Assets 2014: $144,107,086Liabilities 2014: $4,611,823Net Assets 2014: $139,495,2632014Assets 2015: $164,505,958Liabilities 2015: $6,151,264Net Assets 2015: $158,354,6942015Assets 2016: $183,135,175Liabilities 2016: $6,062,402Net Assets 2016: $177,072,7732016Assets 2017: $200,306,258Liabilities 2017: $5,209,308Net Assets 2017: $195,096,9502017Assets 2018: $218,753,107Liabilities 2018: $6,892,512Net Assets 2018: $211,860,5952018Assets 2019: $238,734,104Liabilities 2019: $7,626,784Net Assets 2019: $231,107,3202019Assets 2020: $261,972,979Liabilities 2020: $10,024,640Net Assets 2020: $251,948,3392020Assets 2021: $294,523,544Liabilities 2021: $10,207,779Net Assets 2021: $284,315,7652021Assets 2022: $311,898,547Liabilities 2022: $8,065,366Net Assets 2022: $303,833,1812022Assets 2023: $327,748,648Liabilities 2023: $7,735,494Net Assets 2023: $320,013,1542023Assets 2024: $345,543,931Liabilities 2024: $6,967,834Net Assets 2024: $338,576,0972024

Highlighted filing

2011

Assets$104,213,267
Liabilities$8,220,704
Net Assets$95,992,563
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150M$100M$50M$0Expenses 2010: $52,729,5342010Expenses 2011: $51,630,3362011Expenses 2012: $56,287,1222012Revenue 2013: $72,928,533Expenses 2013: $56,571,128Net Income 2013: $16,357,4052013Revenue 2014: $73,311,774Expenses 2014: $59,153,563Net Income 2014: $14,158,2112014Revenue 2015: $80,646,283Expenses 2015: $61,786,852Net Income 2015: $18,859,4312015Revenue 2016: $83,345,235Expenses 2016: $64,627,156Net Income 2016: $18,718,0792016Revenue 2017: $83,632,375Expenses 2017: $65,608,198Net Income 2017: $18,024,1772017Revenue 2018: $93,091,423Expenses 2018: $76,327,778Net Income 2018: $16,763,6452018Revenue 2019: $104,012,236Expenses 2019: $84,765,511Net Income 2019: $19,246,7252019Revenue 2020: $111,319,113Expenses 2020: $90,478,094Net Income 2020: $20,841,0192020Revenue 2021: $56,430,791Expenses 2021: $45,341,249Net Income 2021: $11,089,5422021Revenue 2022: $106,760,501Expenses 2022: $87,243,085Net Income 2022: $19,517,4162022Revenue 2023: $103,242,222Expenses 2023: $87,062,249Net Income 2023: $16,179,9732023Revenue 2024: $106,748,590Expenses 2024: $88,185,647Net Income 2024: $18,562,9432024

Highlighted filing

2011

Revenue-
Expenses$51,630,336
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
May 14, 2012
Return Version
2010v3.4
Gross Receipts
$63,339,370
Mission and Program Overview

Mission

Outpatient medical clinics for the promotion of health for the benefit of the community and as a supporting organization exclusively for the benefit of wake forest university and wake forest university health sciences.

Filing and Contact Details

Filer

EIN
90-0222618
Raw XML AppendixShowing 400 of 617 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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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0CERTAIN EXECUTIVES OF THE FILING ORGANIZATION DURING THE TAX PERIOD, PARTICIPATED IN SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS AND EXECUTIVE BONUS PLANS (ALL OF WHICH COMPENSATION IS PAID BY RELATED ORGANIZATIONS, WAKE FOREST UNIVERSITY HEALTH SCIENCES AND WAKE FOREST UNIVERSITY, AS PART OF SUCH EXECUTIVES' COMPENSATION FROM THE RELATED ORGANIZATIONS). WILLIAM B. APPLEGATE, M.D. WAS A DIRECTOR OF THE FILING ORGANIZATION (UNTIL DECEMBER 2010 WHEN HE WAS SUCCEEDED BY JOHN D MCCONNELL, M.D.) AND AN OFFICER ("PRESIDENT OF HEALTH SCIENCES") OF THE FILING ORGANIZATION UNTIL JUNE 30, 2011. ALL COMPENSATION OF BOTH MEN WAS PAID BY RELATED ORGANIZATIONS FOR THEIR WORK AS EXECUTIVES OF SUCH RELATED ORGANIZATIONS.
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART I, LINE 4B
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0WILLIAM B APPLEGATE MD 0710-1210
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1JOHN D MCCONNELL MD EFF 1210
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2BARRY I FREEDMAN MD
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson3DOUGLAS L EDGETON
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson4TERRY L HALES JR
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson5J REID MORGAN
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson6DONNA H HAMILTON
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IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs614530
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Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$104,213,267
Liabilities
$8,220,704
Net assets
$95,992,563
Revenue
-
Expenses
$51,630,336
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$346$6.97$339$107$88.2$18.6
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$328$7.74$320$103$87.1$16.2
2022Detailed filing. Detailed filing data is available for this year.$312$8.07$304$107$87.2$19.5
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$295$10.2$284$56.4$45.3$11.1
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$262$10.0$252$111$90.5$20.8
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$239$7.63$231$104$84.8$19.2
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$219$6.89$212$93.1$76.3$16.8
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$200$5.21$195$83.6$65.6$18.0
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$183$6.06$177$83.3$64.6$18.7
2015Detailed filing. Detailed filing data is available for this year.$165$6.15$158$80.6$61.8$18.9
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$144$4.61$139$73.3$59.2$14.2
2013Summary only. Only limited summary data is available for this year.$131$5.71$125$72.9$56.6$16.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$116$6.77$109$56.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$104$8.22$96.0$51.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.3$8.04$84.3$52.7