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WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN

EIN 90-0222618 WINSTONSALEM, NC

Revenue 2024
$106,748,590
Expenses 2024
$88,185,647

Program services were 89.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
B50
Classification
1000
Street
MEDICAL CENTER BOULEVARD

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Group exemption

A subordinate covered by the group exemption of WAKE FOREST UNIVERSITY HEALTH SCIENCES (EIN 22-3849199). matched by us

The IRS lists each organization's group exemption number; we match a subordinate to its central organization by that number and the affiliation code the IRS assigns.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • JULIE ANN FREISCHLAG MD

    CHAIR & PRESIDENT

    Total calculated
    $7,634,720
    From this org
    $0
    From related orgs
    $7,594,629
    Other
    $40,091
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,476,070 related
    Bonus
    $0 + $4,358,126 related
    Other
    $0 + $760,433 related
    Deferred
    $0 + $19,092 related
    Nontaxable benefits
    $0 + $20,999 related
    Filer's total
    $0 + $7,634,720 related

  • KEVIN P HIGH MD

    DIRECTOR

    Total calculated
    $1,322,346
    From this org
    $0
    From related orgs
    $1,277,196
    Other
    $45,150
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $340,084 related
    Bonus
    $0 + $862,143 related
    Other
    $0 + $74,969 related
    Deferred
    $0 + $21,840 related
    Nontaxable benefits
    $0 + $23,310 related
    Filer's total
    $0 + $1,322,346 related

  • TERRY G WILLIAMS

    DIRECTOR

    Total calculated
    $2,453,054
    From this org
    $2,204,442
    From related orgs
    $0
    Other
    $248,612
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $952,718
    Bonus
    $1,207,345
    Other
    $44,379
    Deferred
    $215,292
    Nontaxable benefits
    $33,320
    Filer's total
    $2,453,054

  • TERRY L HALES JR

    DIRECTOR & ASST TREASURER

    Total calculated
    $1,363,334
    From this org
    $0
    From related orgs
    $1,310,800
    Other
    $52,534
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $576,900 related
    Bonus
    $0 + $617,413 related
    Other
    $0 + $116,487 related
    Deferred
    $0 + $22,781 related
    Nontaxable benefits
    $0 + $29,753 related
    Filer's total
    $0 + $1,363,334 related

  • DAVID ZAAS MD

    DIRECTOR

    Total calculated
    $1,354,179
    From this org
    $0
    From related orgs
    $1,314,010
    Other
    $40,169
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $966,108 related
    Bonus
    $0 + $322,398 related
    Other
    $0 + $25,504 related
    Deferred
    $0 + $24,505 related
    Nontaxable benefits
    $0 + $15,664 related
    Filer's total
    $0 + $1,354,179 related

  • STEPHAN L LILLIE

    TREASURER

    Total calculated
    $728,685
    From this org
    $666,639
    From related orgs
    $0
    Other
    $62,046
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $409,266
    Bonus
    $256,504
    Other
    $869
    Deferred
    $25,707
    Nontaxable benefits
    $36,339
    Filer's total
    $728,685

  • RUSSELL M HOWERTON MD

    FORMER DIRECTOR

    Total calculated
    $1,063,515
    From this org
    $0
    From related orgs
    $1,017,069
    Other
    $46,446
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $582,329 related
    Bonus
    $0 + $272,084 related
    Other
    $0 + $162,656 related
    Deferred
    $0 + $20,674 related
    Nontaxable benefits
    $0 + $25,772 related
    Filer's total
    $0 + $1,063,515 related

  • BRADLEY A CLARK

    FORMER OFFICER

    Total calculated
    $2,933,092
    From this org
    $2,513,703
    From related orgs
    $0
    Other
    $419,389
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $1,697,429
    Bonus
    $713,004
    Other
    $103,270
    Deferred
    $390,217
    Nontaxable benefits
    $29,172
    Filer's total
    $2,933,092

  • J REID MORGAN

    FORMER OFFICER (6/30/23)

    Total calculated
    $469,700
    From this org
    $0
    From related orgs
    $412,282
    Other
    $57,418
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $366,986 related
    Bonus
    $0 + $39,600 related
    Other
    $0 + $5,696 related
    Deferred
    $0 + $34,500 related
    Nontaxable benefits
    $0 + $22,918 related
    Filer's total
    $0 + $469,700 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $106,748,590
    Expenses
    $88,185,647
    Contributions
    $0
    Grants paid
    $1,366,879
  • 2023
    Revenue
    $103,242,222
    Expenses
    $87,062,249
    Contributions
    $0
    Grants paid
    $1,094,139
  • 2022
    Revenue
    $106,760,501
    Expenses
    $87,243,085
    Contributions
    $0
    Grants paid
    $1,513,330

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

Where these grants went next →

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.