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WELLSTAR HEALTH SYSTEM INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WELLSTAR HEALTH SYSTEM INC (EIN 58-1649541)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-15
IRS object ID
202401369349309570
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-15T13:19:15-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PwC US Tax LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 MARKET ST SUITE 1800AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN581649541EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WELLSTAR HEALTH SYSTEM INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JAMES M SWARTZInCareOfNm
Business Name ControlWELLBusinessNameControlTxt
Phone7709567827PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1793 SAWYER ROADAddressLine1Txt
CityMARIETTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP300622222ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES M SWARTZPersonNm
Person TitleVP ACCOUNTINGPersonTitleTxt
Phone7709567827PhoneNum
Signature2024-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMES MPersonFirstNm
Person LastSWARTZPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOANNE KRUEGERPreparerPersonNm
PTINP01235586PTIN
Phone2673303000PhoneNum
Preparation2024-05-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCANDICE L SAUNDERSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1793 SAWYER ROADAddressLine1Txt
CityMARIETTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP300622222ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,120,734,329GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.wellstar.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateGALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee10914TotalEmployeeCnt
Total Volunteers45TotalVolunteersCnt
Total Gross UBI$110,059TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$12,033,437PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$1,678,043,721PYProgramServiceRevenueAmt
CY Program Service Revenue$2,059,773,848CYProgramServiceRevenueAmt
PY Investment Income$109,772,110PYInvestmentIncomeAmt
CY Investment Income$17,466,210CYInvestmentIncomeAmt
PY Other Revenue$52,956,726PYOtherRevenueAmt
CY Other Revenue$41,834,937CYOtherRevenueAmt
PY Total Revenue$1,852,805,994PYTotalRevenueAmt
CY Total Revenue$2,119,074,995CYTotalRevenueAmt
PY Grants And Similar Paid$4,690,951PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,358,473CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,165,441,644PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,286,318,166CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$5,170,993CYTotalFundraisingExpenseAmt
PY Other Expenses$481,904,103PYOtherExpensesAmt
CY Other Expenses$669,265,409CYOtherExpensesAmt
PY Total Expenses$1,652,036,698PYTotalExpensesAmt
CY Total Expenses$1,960,942,048CYTotalExpensesAmt
PY Revenues Less Expenses$200,769,296PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$158,132,947CYRevenuesLessExpensesAmt
Total Assets BOY$5,349,628,793TotalAssetsBOYAmt
Total Assets EOY$5,785,904,035TotalAssetsEOYAmt
Total Liabilities BOY$2,745,711,320TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,595,243,003TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,603,917,473NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,190,661,032NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,295,796,408ExpenseAmt
Grant$5,358,473GrantAmt
Revenue$2,059,773,848RevenueAmt
DescSEE SCHEDULE ODesc
Total Program Service Expenses$1,295,796,408TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee10914EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJAMES M SWARTZPersonNm
Phone7709567827PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1793 SAWYER ROADAddressLine1Txt
CityMARIETTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP300622222ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (101 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
CANDICE SAUNDERS
PRESIDENT & CEO38.011.0Yes (X)$4,720,755$0$100,914
RICHARD MYUNG
MD PHYSICIAN GROUP50.00.0$2,170,981$0$130,977Yes (X)
JAMES BURKE
MD PHYSICIAN GROUP50.00.0$1,685,382$0$123,318Yes (X)
ANTHONY JBUDZINSKI
EVP & CFO38.011.0Yes (X)$1,443,498$0$104,441
BENJAMIN ZUSSMAN
MD PHYSICIAN GROUP50.00.0$1,414,974$0$98,024Yes (X)
THERESA LUU
MD PHYSICIAN GROUP50.00.0$1,372,530$0$117,812Yes (X)
JENNIFER BRUGGERS
MD PHYSICIAN GROUP50.00.0$1,347,461$0$85,685Yes (X)
KEM MULLINS
EVP AMBULATORY OPS & BUS DEV38.011.0Yes (X)$1,332,979$0$76,074
LEO REICHERT
EVP & GENERAL COUNSEL38.011.0Yes (X)$1,228,867$0$113,976
MARY CHATMAN
EVP & HOSPITAL PRESIDENT KH38.011.0Yes (X)$0$1,144,102$91,705
RICHARD CAPPS
EVP CHIEF INFO & DIGITAL OFFCR38.011.0Yes (X)$1,000,018$0$100,619
DAVID JONES
EVP CHIEF HUMAN RESOURCE OFFR38.011.0Yes (X)$949,916$0$82,871
ALAN MUSTER
SVP SPECIALTY DIVISION WMG38.011.0$894,807$0$129,576Yes (X)
PAUL DOUGLASSMD
TRUSTEE & PHYSICIAN38.011.0$932,264$0$86,958Yes (X)
VALERY AKOPOV
SVP HOSPITAL DIVISION WMG38.011.0$870,583$0$76,618Yes (X)
MARY TAVERNARO
VP HUMAN RESOURCES OPERATIONS38.011.0$777,941$0$89,218Yes (X)
ARIF AZIZMD
TRUSTEE & PHYSICIAN38.011.0$777,830$0$83,860Yes (X)
JULIE TEER
SVP & WELLSTAR FOUNDATION PRES38.011.0Yes (X)$782,757$0$44,404
JILL CASE-WIRTH
SVP NURSING SERVICES CNE38.011.0$742,873$0$83,113Yes (X)
CATHERINE ANDREWS
SVP & COO KH2.048.0$0$743,047$68,823Yes (X)
JOSEPH REPPERT
SVP FINANCE38.011.0$690,454$0$95,203Yes (X)
DAVID PRESTON
VP BRAND AND MARKETING38.011.0$703,118$0$70,247Yes (X)
BETH KOST
SVP CHIEF COMPLIANCE OFFICER38.011.0Yes (X)$691,634$0$81,349
BARBARA COREY
SVP MANAGED CARE38.011.0$680,289$0$86,109Yes (X)
JOHN KUEVEN
SVP & HOSP PRES (END 11/22)2.048.0$0$702,141$64,253Yes (X)
STEPHEN BADGER
VP WMG STRATEGIC SERVICES38.011.0$644,783$0$105,925Yes (X)
MICHAEL MCCULLOUGH
SVP SUPPLY CHAIN38.011.0$654,943$0$83,801Yes (X)
SOPHIA MCINTYRE
SVP WMG AMBULATORY CARE DIV38.011.0$659,354$0$68,619Yes (X)
REMINGTON FOSS
SVP HOSPITAL PRESIDENT WG2.048.0$0$606,929$94,965Yes (X)
PRANAV JAIN
VP & CHIEF MEDICAL INFO OFF38.011.0$605,987$0$76,233Yes (X)
JAMES LORIMER
SVP HR CONSULTING38.011.0$574,480$0$90,327Yes (X)
LE JOYCE NAYLOR
SVP & CHIEF DIVERSITY & INCLUS38.011.0$571,437$0$78,912Yes (X)
PETER R JUNGBLUT MD MBA
FORMER SVP & MEDICAL DIRECTOR38.011.0$547,173$0$102,121Yes (X)
TAMARA ISON
SVP HOSPITAL PRESIDENT2.048.0$0$559,858$87,725Yes (X)
JASON STEVENS
SVP DEPUTY GENERAL COUNSEL38.011.0$544,156$0$86,389Yes (X)
JONATHAN CROOM
SVP & HOSPITAL PRESIDENT2.048.0$0$548,727$72,792Yes (X)
PAUL MURPHREE
VP MEDICAL OUTCOMES38.011.0$524,594$0$96,084Yes (X)
SNEHAL DOSHI
SVP ANCILLARY AND SUPPORT SVC38.011.0$536,084$0$78,276Yes (X)
ROB SCHREINER
EVP CHIEF PHYS EXEC(END 11/22)38.011.0$600,814$0$12,100Yes (X)
MATTHEW TERRY
SVP CHIEF STRATEGY OFFICER38.011.0$546,061$0$55,233Yes (X)
LAURA DANNELS
VP & CHIEF TALENT OFFICER38.011.0$523,552$0$53,977Yes (X)
JOEL SHU
VP WELLSTAR CLINICAL PARTNERS38.011.0$560,173$0$11,384Yes (X)
DANIEL ABAD
VP TOTAL REWARDS & CHIEF TM EN38.011.0$499,724$0$71,499Yes (X)
JAMES L HORNSBY
TRUSTEE & PHYSICAN38.011.0$481,277$0$87,668Yes (X)
SUSAN GRANT
EVP CHIEF EXPERIENCE OFF & CNE38.011.0Yes (X)$496,268$0$60,437
JENNIFER GIUSTI
VP CLINICAL OUTCOMES38.011.0$468,356$0$86,513Yes (X)
LINDA HUFFER
VP POST ACUTE SERVS (END 2/23)38.011.0$460,218$0$77,544Yes (X)
AVRIL BECKFORD MD
TRUSTEE & SLL PEDIATRIC PHYSIC38.011.0$421,672$0$94,438Yes (X)
ANDREW COX
VP CHIEF OF STAFF & LEADERSHIP38.011.0$443,370$0$69,062Yes (X)
JOHN BRENNAN
FMR EVP CCIO (END 6/22)38.011.0$449,075$0$53,326Yes (X)
KATHARINE LEONARD
VP REAL ESTATE & FACILITY DVLP38.011.0$423,246$0$79,022Yes (X)
CRAIG OWENS
SVP & HOSP PRES (END 7/22)2.048.0$0$408,966$82,424Yes (X)
ELIZABETH LOUDERMILK
VP FINANCIAL PLANNING38.011.0$395,803$0$90,664Yes (X)
WILLIAM BELLANDO
SVP CHIEF INFO OFFICER38.011.0$399,812$0$79,882Yes (X)
SANDRA LUCIUS
VP HEAD OF CARE PLATFORMS38.011.0$399,593$0$72,936Yes (X)
ANDREW VON ESCHENBACH
VP REV. CYCLE MGMT (END 10/22)38.011.0$377,418$0$74,706Yes (X)
DANYALE ZIGLOR
VP HUMAN RESOURCE38.011.0$368,119$0$83,918Yes (X)
JOSEPH BRAUD
VP INFO SECURITY & CISO38.011.0$387,133$0$52,039Yes (X)
KIMBERLY TAACA
VP WMG OPS SPECIALTY DIV38.011.0$366,154$0$72,512Yes (X)
VARMA RAMESWAR
VP PEDIATRIC OPS AND SVC LINE38.011.0$351,266$0$83,295Yes (X)
NICKOLOS YAITSKY
VP HEAD OF DIGITAL PLATFORMS38.011.0$371,939$0$61,196Yes (X)
MAXWELL KAGAN
VP FINANCE & CFO WMG38.011.0$370,500$0$58,554Yes (X)
THOMAS DRAPER
VP CARDIOVASCULAR SERVICE LINE38.011.0$341,702$0$72,280Yes (X)
JAMES SWARTZ
VP ACCOUNTING38.011.0$348,791$0$62,867Yes (X)
ELIZABETH PAPETTI
FORMER VP WMG OPS HOSP DIV38.011.0$361,729$0$49,503Yes (X)
MARK ROWE
VP TALENT ACQUISITION38.011.0$339,924$0$70,691Yes (X)
FREDA LYON
VP SYSTEM EMERGENCY SERVICES38.011.0$332,143$0$70,492Yes (X)
SANA BRUNO
VP LABORATORY SERVICES SYSTEM38.011.0$333,331$0$64,703Yes (X)
JESSICA KOVALESKY
VP CARE COORDINATION & POP HLT38.011.0$365,114$0$28,900Yes (X)
SUSAN WRIGHT
VP PHARMACY SVCS38.011.0$325,927$0$65,003Yes (X)
KRISTEN TRICE
VP DIAGNOSTIC OUTREACH38.011.0$313,416$0$75,364Yes (X)
STEVEN HUNT
VP HUMAN RESOURCE38.011.0$309,426$0$79,195Yes (X)
DONALD ZARKOU
VP OF ONCOLOGY SERVICE LINE38.011.0$306,613$0$76,044Yes (X)
CAROL TODD
VP ASST GENERAL COUNSEL38.011.0$302,337$0$77,616Yes (X)
JOE CASTANON
VP CONTRACTING & VAL ANALYSIS38.011.0$330,488$0$48,737Yes (X)
STEPHEN VAULT
VP STRATEGIC COMMUNITY DEVELOP38.011.0$325,196$0$50,279Yes (X)
JESSICA ROSENBERG
VP PHILANTHROPY38.011.0$327,713$0$42,986Yes (X)
SHARON ROBINSON
VP FOUNDATION STRATEGY & GRWTH38.011.0$313,277$0$48,989Yes (X)
MARCUS CHARLSON
VP SURGERY & ORTHOPEDICS SVCS38.011.0$309,869$0$42,630Yes (X)
ROBERT DECOUX
VP CORPORATE MED STAFF SVCS38.011.0$260,599$0$85,350Yes (X)
ELLEN RUSSELL
VP HIM CDI & POLICIES38.011.0$278,658$0$51,108Yes (X)
MICHAEL GARRARD
VP REHAB & SPORTS MED SVCS38.011.0$247,560$0$42,700Yes (X)
JEREMY STEFFENS
VP ORGANIZATIONAL COMM.38.011.0$272,436$0$10,369Yes (X)
REBECCA RUHL
FMR VP COMPL. CPO (END 5/22)38.011.0$196,424$0$27,250Yes (X)
OTIS A BRUMBYIII
TRUSTEE1.011.0$49,272$0$0Yes (X)
TFITZ JOHNSON
TRUSTEE1.011.0$44,188$0$0Yes (X)
CHARLES BROCK
TRUSTEE1.011.0$40,288$0$0Yes (X)
RANDALL BENTLEY SR
FORMER DIRECTOR0.00.0$39,099$0$0Yes (X)
DAVID HAFNER
FORMER DIRECTOR0.00.0$24,599$0$0Yes (X)
MITZI MOORE
TRUSTEE1.011.0$10,343$0$0Yes (X)
ED RICHARDSON
TRUSTEE1.011.0$8,982$0$0Yes (X)
FRANK ROS
TRUSTEE1.011.0$7,261$0$0Yes (X)
JAMES HOLMES
TRUSTEE1.011.0$7,111$0$0Yes (X)
AMBICA YADAV
TRUSTEE1.011.0$6,817$0$0Yes (X)
SCOTT SWAYZE MD
TRUSTEE1.011.0$5,199$0$0Yes (X)
JAY CUNNINGHAM
TRUSTEE1.011.0$4,753$0$0Yes (X)
MARK BERRY
TRUSTEE1.011.0$3,630$0$0Yes (X)
H SPEER BURDETTE III
TRUSTEE1.011.0$3,227$0$0Yes (X)
GREG MORGAN
TRUSTEE1.011.0$3,160$0$0Yes (X)
JOHN MCKIBBEN
TRUSTEE1.011.0$2,654$0$0Yes (X)
DAVID BOTTOMS
TRUSTEE (BEG 2/23)1.011.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$27,211,911TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,589,290TotReportableCompRltdOrgAmt
Total Other Compensation$2,286,147TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2935IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
PT SOLUTIONS HOLDINGS LLC
PO BOX 724557ATLANTAGA31139MEDICAL$49,452,566
NORTHWEST GEORGIA ONCOLOGY
531 ROSELANE STREET SUITE 710MARIETTAGA30060MEDICAL$34,677,203
MAK ANESTHESIA HOLDINGS LLC
1300 RIDENOUR BLVD SUITE 300KENNESAWGA30152MEDICAL$15,043,747
GEORGIA ANESTHESIOLOGISTS PC
531 ROSE LANE ST NW SUITE 830MARIETTAGA30060MEDICAL$13,071,072
QUEST DIAGNOSTICS
PO BOX 740709ATLANTAGA303740709MEDICAL$7,506,001
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K100CntrctRcvdGreaterThan100KCnt
All Other Contributions$0AllOtherContributionsAmt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PATIENT REVENUE622110$677,717,928$677,717,928
SHARED SERVICE RECOUPMENT622110$557,852,965$557,852,965
EQUITY EARNINGS IN HOSP AFFILIATES622110$820,018,860$820,018,860
KSU CLINIC622110$3,162,367$3,162,367
WELLNESS CENTER622110$1,021,728$1,021,728
FieldValueIRS element (for citing)
Total Program Service Revenue$2,059,773,848TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,462,469TotalRevenueColumnAmt
Exclusion$27,462,469ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$538,884RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$538,884RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$538,884TotalRevenueColumnAmt
Exclusion$538,884ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities-$8,336,925SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$1,659,334OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$8,336,925SecuritiesAmt
Other-$1,659,334OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$9,996,259TotalRevenueColumnAmt
Exclusion-$9,996,259ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
CAC PREMIUMS622110$15,035,888$15,035,888
MEDICARE SHARED SAVING RECEIPTS622110$8,324,256$8,324,256
LAUNDRY812320$110,059$110,059

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,825,850TotalRevenueColumnAmt
Exclusion$17,825,850ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$41,296,053OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,119,074,995TotalRevenueColumnAmt
Related Or Exempt Func Income$2,059,773,848RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$110,059UnrelatedBusinessRevenueAmt
Exclusion$59,191,088ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,358,473TotalAmt
Program Services$5,358,473ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$46,895,794TotalAmt
Program Services$37,516,635ProgramServicesAmt
Management And General$9,379,159ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,063,168,429TotalAmt
Program Services$727,776,961ProgramServicesAmt
Management And General$332,918,823ManagementAndGeneralAmt
Fundraising$2,472,645FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$15,628,797TotalAmt
Program Services$10,888,938ProgramServicesAmt
Management And General$4,691,551ManagementAndGeneralAmt
Fundraising$48,308FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$98,903,662TotalAmt
Program Services$99,858,565ProgramServicesAmt
Management And General-$901,236ManagementAndGeneralAmt
Fundraising-$53,667FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$61,721,484TotalAmt
Program Services$37,403,555ProgramServicesAmt
Management And General$24,153,336ManagementAndGeneralAmt
Fundraising$164,593FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$67,587,732TotalAmt
Program Services$61,845,738ProgramServicesAmt
Management And General$5,740,632ManagementAndGeneralAmt
Fundraising$1,362FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$7,024,339TotalAmt
Program Services$2,913ProgramServicesAmt
Management And General$7,021,426ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,045,000TotalAmt
Program Services$0ProgramServicesAmt
Management And General$1,045,000ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$206,073,113TotalAmt
Program Services$23,778,231ProgramServicesAmt
Management And General$180,701,099ManagementAndGeneralAmt
Fundraising$1,593,783FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$14,885,930TotalAmt
Program Services$374,901ProgramServicesAmt
Management And General$14,276,056ManagementAndGeneralAmt
Fundraising$234,973FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,047,177TotalAmt
Program Services$2,527,888ProgramServicesAmt
Management And General$11,479,230ManagementAndGeneralAmt
Fundraising$40,059FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$49,813,386TotalAmt
Program Services$38,533,081ProgramServicesAmt
Management And General$11,270,083ManagementAndGeneralAmt
Fundraising$10,222FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,138,535TotalAmt
Program Services$1,495,855ProgramServicesAmt
Management And General$5,624,167ManagementAndGeneralAmt
Fundraising$18,513FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$3,140,660TotalAmt
Program Services$1,026,871ProgramServicesAmt
Management And General$2,113,789ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$73,632,163TotalAmt
Program Services$16,995,445ProgramServicesAmt
Management And General$56,629,095ManagementAndGeneralAmt
Fundraising$7,623FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$88,349,774TotalAmt
Program Services$88,175,637ProgramServicesAmt
Management And General$174,137ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MEDICAL SUPPLIES$50,498,424$48,995,546$545,820$957,058
REPAIR & MAINTENANCE$12,593,284$2,052,802$10,531,246$9,236
NON-MEDICAL SUPPLIES-$2,799,211$1,625,119-$4,079,086-$345,244
CAPTIVE PREMIUMS$83,832,772$83,832,772

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$7,597,669TotalAmt
Program Services$5,730,482ProgramServicesAmt
Management And General-$13,339,680ManagementAndGeneralAmt
Fundraising$11,529FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,960,942,048TotalAmt
Program Services$1,295,796,408ProgramServicesAmt
Management And General$659,974,647ManagementAndGeneralAmt
Fundraising$5,170,993FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$43,549,287BOYAmt
EOY$104,748,716EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$39,902,491BOYAmt
EOY$50,443,962EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$44,820,567BOYAmt
EOY$39,137,305EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$110,597,041BOYAmt
EOY$98,838,009EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,160,258,385LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$762,274,117LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$315,471,824BOYAmt
EOY$397,984,268EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,100,271,185BOYAmt
EOY$2,273,506,548EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$28,028,000EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,695,016,398BOYAmt
EOY$2,793,217,227EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,349,628,793BOYAmt
EOY$5,785,904,035EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$611,653,004BOYAmt
EOY$598,546,114EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,522,545,447BOYAmt
EOY$1,547,858,318EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$611,512,869BOYAmt
EOY$448,838,571EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,745,711,320BOYAmt
EOY$2,595,243,003EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,555,552,944BOYAmt
EOY$3,133,957,516EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$48,364,529BOYAmt
EOY$56,703,516EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,603,917,473BOYAmt
EOY$3,190,661,032EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,349,628,793BOYAmt
EOY$5,785,904,035EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$158,132,947ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$428,610,612OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
Supported Organizations8SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (8 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
COBB HOSPITAL INC
5809683823Yes (true)$119,825,334$0
PAULDING MEDICAL CENTER INC
5820958843Yes (true)$42,458,434$0
KENNESTONE HOSPITAL INC
5820329043Yes (true)$242,467,226$0
DOUGLAS HOSPITAL INC
5820267503Yes (true)$38,640,845$0
WELLSTAR SPALDING REGIONAL HOSPITAL INC
8108647893Yes (true)$28,049,508$0
WELLSTAR SYLVAN GROVE HOSPITAL INC
8108750693Yes (true)$2,817,844$0
WELLSTAR NORTH FULTON HOSPITAL INC
8108517563Yes (true)$40,789,416$0
WEST GEORGIA MEDICAL CENTER INC
2054975063Yes (true)$42,588,428$0
FieldValueIRS element (for citing)
Supported Organizations Total8SupportedOrganizationsTotalCnt
Support Sum$557,637,035SupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported OrgYes (true)MajorityDirTrstSupportedOrgInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersYes (true)VolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsYes (true)GrantsOtherOrganizationsInd
Grants Other Organizations$125,000GrantsOtherOrganizationsAmt
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$19,560DirectContactLegislatorsAmt
Rallies DemonstrationsYes (true)RalliesDemonstrationsInd
Rallies Demonstrations$77,861RalliesDemonstrationsAmt
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$786,705OtherActivitiesAmt
Total Lobbying Expenditures$1,009,126TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART II-B, LINE 1FormAndLineReferenceDesc
ExplanationOTHER LOBBYING EXPENSES: DURING THE REPORTING PERIOD, WELLSTAR HEALTH SYSTEM, INC. HELD A RETAINER WITH A LOCAL FIRM TO PROVIDE PROFESSIONAL SERVICES FOR COMMUNITY RELATED ACTIVITIES INCLUDING SUPPORT IN COMMUNITY BENEFIT REPORTING AND LEGISLATIVE HEALTHCARE INITIATIVES AFFECTING THE SYSTEM HOSPITALS. WELLSTAR IS ALSO A PARTY TO SEVERAL HEALTHCARE RELATED COALITIONS THAT PROTECT THE INTERESTS OF ALL MEMBER HOSPITALS.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,396,000BeginningYearBalanceAmt
Contributions$89,000ContributionsAmt
Investment Earnings Or Losses-$5,000InvestmentEarningsOrLossesAmt
End Year Balance$8,480,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,743,000BeginningYearBalanceAmt
Contributions$52,000ContributionsAmt
Investment Earnings Or Losses-$1,399,000InvestmentEarningsOrLossesAmt
End Year Balance$8,396,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,756,000BeginningYearBalanceAmt
Contributions$65,000ContributionsAmt
Investment Earnings Or Losses$1,922,000InvestmentEarningsOrLossesAmt
End Year Balance$9,743,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,936,000BeginningYearBalanceAmt
Contributions$42,000ContributionsAmt
Investment Earnings Or Losses-$222,000InvestmentEarningsOrLossesAmt
End Year Balance$7,756,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,710,000BeginningYearBalanceAmt
Contributions$29,000ContributionsAmt
Investment Earnings Or Losses$197,000InvestmentEarningsOrLossesAmt
End Year Balance$7,936,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.65000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.35000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$36,223,144OtherCostOrOtherBasisAmt
Book Value$36,223,144BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$157,991,121OtherCostOrOtherBasisAmt
Depreciation$71,479,567DepreciationAmt
Book Value$86,511,554BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$121,774,919OtherCostOrOtherBasisAmt
Depreciation$32,895,688DepreciationAmt
Book Value$88,879,231BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$767,743,138OtherCostOrOtherBasisAmt
Depreciation$637,014,303DepreciationAmt
Book Value$130,728,835BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$76,526,063OtherCostOrOtherBasisAmt
Depreciation$20,884,559DepreciationAmt
Book Value$55,641,504BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$397,984,268TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescOTHER RECEIVABLESDesc
Book Value$2,793,217,227BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,793,217,227TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
ACCRUED PENSION LIABILITY-$23,275,970
SELF-INSURANCE RESERVES$288,011,032
OTHER LT LIABILITIES$153,086,340
ASSET RETIREMENT OBLIGATIONS L$31,017,169
FieldValueIRS element (for citing)
Total Liability$448,838,571TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART V, LINE 4ENDOWMENT FUNDS: WELLSTAR FOUNDATION, INC. HELD TWO ENDOWMENT FUNDS AT THE END OF THE REPORTING PERIOD ON BEHALF OF WELLSTAR HEALTH SYSTEM, INC. ONE ENDOWMENT, THE HODGES FUND, IS ESTABLISHED FOR THE PURPOSE OF PROVIDING SCHOLARSHIPS TO ELIGIBLE STUDENTS IN HEALTHCARE RELATED COURSE STUDIES. THE SECOND ENDOWMENT, HOSPICE FUND, IS ESTABLISHED TO PROVIDE FINANCIAL ASSISTANCE TO INDIGENT PATIENTS IN THE WELLSTAR HOSPICE PROGRAM.
SCHEDULE D, PART X, LINE 2THE FOLLOWING FOOTNOTE IS RELATED TO THE ORGANIZATION'S APPLICATION OF FASB ASC 740 (PREVIOUSLY FIN 48): "WELLSTAR AND IT AFFILIATES HAVE BEEN RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3), AND THEREFORE, RELATED INCOME IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. WELLSTAR APPLIES FASB ASC 740, INCOME TAXES, WHICH ADDRESSES ACCOUNTING FOR UNCERTAINTIES IN INCOME TAX POSITIONS. IT ALSO PROVIDES GUIDANCE ON WHEN TAX POSITIONS ARE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND HOW THE VALUES OF THESE POSITIONS ARE DETERMINED. THERE IS NO IMPACT ON WELLSTAR'S COMBINED FINANCIAL STATEMENTS AS A RESULT OF THE APPLICATION OF ASC 740. WELLSTAR HAS EVALUATED ITS TAX POSITIONS AND DOES NOT BELIEVE THERE ARE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2023, OR 2022."

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (34 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
ADA-AMERICAN DIABETES ASSOCIATION
PO BOX 7023MERRIFIELDVA22116131623888501(C)(3)$10,000FMVN/ASPONSORSHIP
ALPHARETTA ROTARY FOUNDATION INC
PO BOX 119ALPHARETTAGA30009853967959501(C)(3)$10,000FMVN/ASPONSORSHIP
AMERICAN CANCER SOCIETY INC
PO BOX 12685ATLANTAGA30301131788461501(C)(3)$70,000FMVN/ASPONSORSHIP
AMERICAN HEART ASSOCIATION
10 GLENLAKE PARKWAY SOUTH TOWER SATLANTAGA30328135613797501(C)(3)$100,000FMVN/ASPONSORSHIP
AMERICAN LUNG ASSOCIATION
2452 SPRING ROAD SESMYRNAGA30080131632524501(C)(3)$12,000FMVN/ASPONSORSHIP
ATLANTA PRIDE COMMITTEE INC
1530 DeKalb Avenue NEATLANTAGA30307582032010501(C)(3)$35,000FMVN/ASPONSORSHIP
BUY-COBB INC
PO Box 3485MARRIETTAGA30061585234027501(C)(3)$10,000FMVN/ASPONSORSHIP
CARELINK OF NORTHWEST GEORGIA
PO Box 182DALLASGA30132475094465501(C)(3)$7,500FMVN/ASPONSORSHIP
CHEROKEE BY CHOICE INC
1 INNOVATION WAYWOODSTOCKGA30188831981790501(C)(3)$92,500FMVN/ASPONSORSHIP
CHEROKEE COUNTY CHAMBER OF COMMERCE
PO BOX 4998CANTONGA30114581090796501(C)(6)$14,210FMVN/ASPONSORSHIP
CHRISTIAN AID MISSION PARTNERS Sweetwater Mission
PO Box 802AUSTELLGA30168581992771501(C)(6)$6,500FMVN/ASPONSORSHIP
COBB CHAMBER OF COMMERCE
1100 Circle 75 Parkway Suite 1000ATLANTAGA30339580198114501(C)(6)$121,500FMVN/ASPONSORSHIP
COBB COMMUNITY FOUNDATION INC
1100 Circle 75 Parkway Suite 1000ALANTAGA30339205652970501(C)(6)$25,000FMVN/ASPONSORSHIP
CONNIE E BULLOCK FOUNDATION INC
115 Waterford WayPOWDER SPRINGSGA30127260127827501(C)(3)$7,500FMVN/ASPONSORSHIP
COUNCIL FOR QUALITY GROWTH
5901-C Peachtree Dunwoody Road SuiATLANTAGA30328581664710501(C)(6)$6,500FMVN/ASPONSORSHIP
DOUGLAS COUNTY CHAMBER OF COMMERCE
6658 Church StreetDouglasvilleGA30134581950189501(C)(6)$10,350FMVN/ASPONSORSHIP
GEORGIA CHAMBER OF COMMERCE
PO Box 102676ATLANTAGA30008581537370501(C)(6)$50,000FMVN/ASPONSORSHIP
GEORGIA CHAPTER AMERICAN AAP
1350 Spring Street NW Suite 700ATLANTAGA30309581164164501(C)(6)$6,750FMVN/ASPONSORSHIP
GREATER NORTH FULTON CHAMBER OF COMMERCE
11605 Haynes Bridge Road Suite 100AlpharettaGA30009581157316501(C)(6)$68,400FMVN/ASPONSORSHIP
ITS THE JOURNEY INC
270 Carpenter Drive Suite 515ATLANTAGA22202470897591501(C)(3)$15,000FMVN/ASPONSORSHIP
MARCH OF DIMES FOUNDATION
1550 Crystal Drive Suite 1300ARLINGTONVA22202131846366501(C)(3)$83,000FMVN/ASPONSORSHIP
MASTER GARDENER VOLUNTEERS OF COBB COUNTY
678 South Cobb DriveMARIETTAGA30060300306736501(C)(3)$7,500FMVN/ASPONSORSHIP
MUST MINISTRIES
PO Box 1717MariettaGA30061582034725501(C)(3)$32,500FMVN/ASPONSORSHIP
PAULDING COUNTY CHAMBER OF COMMERCE
455 Jimmy Campbell ParkwayDALLASGA30132580945354501(C)(6)$6,000FMVN/ASPONSORSHIP
PROSTAWARE INC
28 BALL MILL PLACESANDY SPRINGSGA30350270599329501(C)(3)$60,000FMVN/ASPONSORSHIP
ROSWELL ECONOMIC DEVELOPMENT
821 Atlanta StreetROSEWELLGA30075581979994501(C)(6)$15,000FMVN/ASPONSORSHIP
SAFE PATH CHILDRENS ADVOCACY CENTER INC
736 WHITLOCK AVENUE SUITE 600MARIETTAGA30064581662987501(C)(3)$10,000FMVN/ASPONSORSHIP
SUSAN G KOMEN BREAST CANCER FOUNDATION INC
13770 NOEL ROAD SUITE 801889DALLASTX75380751835298501(C)(3)$10,000FMVN/ASPONSORSHIP
THE CENTER FOR FAMILY RESOURCES
400 FRANKLIN GATEWAY SUITE 250MARIETTAGA30067580876634501(C)(3)$10,000FMVN/ASPONSORSHIP
THE TOMMY NOBIS CENTER
1480 BELLS FERRY ROADMARIETTAGA30066581290439501(C)(3)$16,000FMVN/ASPONSORSHIP
21ST CENTURY LEADERS INC
115 New Street Suite BDecaturGA30030581820875501(C)(3)$10,000FMVN/A
WEST GEORGIA AUBURN CLUB INC
950 Lafayette Parkway PO Box 285LaGrangeGA30241464019988501(C)(6)$10,000FMVN/A
GOOD SAMARITAN HEALTH CENTER
1605 ROBERTA DRIVEMARIETTAGA30008320045238501(C)(3)$10,000FMVN/ASPONSORSHIP
PARADE FLOAT RENTAL-ATLANTA PRIDE PARADE
130 RALPH AVENUECOPIAGUENY11726474430696501(C)(3)$16,500FMVN/ASPONSORSHIP
FieldValueIRS element (for citing)
Total501c3 Org22Total501c3OrgCnt
Total Other Org12TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONITORING THE USE OF GRANTS: WELLSTAR HEALTH SYSTEM, INC. AND ITS AFFILIATES HAVE SET ASIDE FUNDS FOR CONTRIBUTIONS AND SPONSORSHIPS ON AN ANNUAL BASIS THAT PROVIDE ASSISTANCE TO NATIONAL AND LOCAL ORGANIZATIONS IN THE FURTHERANCE OF THE COMMUNITY NEEDS. WELLSTAR ALSO HAS SEVERAL AGREEMENTS WITH AREA COLLEGES AND UNIVERSITIES TO PROMOTE HEALTHCARE RELATED CAREER OPPORTUNITIES. ALL SPONSORSHIPS ARE AWARDED BASED ON SPECIFIC QUALIFICATIONS WITHOUT REGARD TO AGE, GENDER, OR ETHNICITY.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssfalseWrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (86 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ALAN MUSTER
SVP SPECIALTY DIVISION WMG$550,318$0$327,121$0$17,368$0$54,730$0$74,846$0$1,024,383$0$0$0
ANDREW COX
VP CHIEF OF STAFF & LEADERSHIP$323,931$0$74,635$0$44,804$0$22,026$0$47,036$0$512,432$0$35,289$0
ANDREW VON ESCHENBACH
VP REV. CYCLE MGMT (END 10/22)$188,462$0$0$0$188,956$0$31,841$0$42,865$0$452,124$0$0$0
ANTHONY JBUDZINSKI
EVP & CFO$859,990$0$557,287$0$26,221$0$51,631$0$52,810$0$1,547,939$0$0$0
ARIF AZIZMD
TRUSTEE & PHYSICIAN$534,616$0$230,896$0$12,318$0$41,021$0$42,839$0$861,690$0$0$0
AVRIL BECKFORD MD
TRUSTEE & SLL PEDIATRIC PHYSIC$102,626$0$307,089$0$11,957$0$28,061$0$66,377$0$516,110$0$0$0
BARBARA COREY
SVP MANAGED CARE$433,768$0$228,697$0$17,824$0$25,985$0$60,124$0$766,398$0$0$0
BENJAMIN ZUSSMAN
MD PHYSICIAN GROUP$800,000$0$613,253$0$1,721$0$19,500$0$78,524$0$1,512,998$0$0$0
BETH KOST
SVP CHIEF COMPLIANCE OFFICER$440,842$0$232,819$0$17,973$0$32,178$0$49,171$0$772,983$0$0$0
CANDICE SAUNDERS
PRESIDENT & CEO$1,729,808$0$2,512,996$0$477,951$0$50,240$0$50,674$0$4,821,669$0$446,498$0
CAROL TODD
VP ASST GENERAL COUNSEL$236,711$0$54,643$0$10,983$0$29,783$0$47,833$0$379,953$0$0$0
CATHERINE ANDREWS
SVP & COO KH$0$470,250$0$259,933$0$12,864$0$41,322$0$27,501$0$811,870$0$0
CRAIG OWENS
SVP & HOSP PRES (END 7/22)$0$194,347$0$205,078$0$9,541$0$48,778$0$33,646$0$491,390$0$0
DANIEL ABAD
VP TOTAL REWARDS & CHIEF TM EN$377,350$0$113,098$0$9,276$0$46,607$0$24,892$0$571,223$0$0$0
DANYALE ZIGLOR
VP HUMAN RESOURCE$273,065$0$83,691$0$11,363$0$47,970$0$35,948$0$452,037$0$0$0
DAVID HAFNER
FORMER DIRECTOR$24,599$0$0$0$0$0$0$0$0$0$24,599$0$0$0
DAVID JONES
EVP CHIEF HUMAN RESOURCE OFFR$561,730$0$362,673$0$25,513$0$54,256$0$28,615$0$1,032,787$0$0$0
DAVID PRESTON
VP BRAND AND MARKETING$393,618$0$200,097$0$109,403$0$31,746$0$38,501$0$773,365$0$93,972$0
DONALD ZARKOU
VP OF ONCOLOGY SERVICE LINE$240,011$0$51,874$0$14,728$0$28,509$0$47,535$0$382,657$0$0$0
ELIZABETH LOUDERMILK
VP FINANCIAL PLANNING$312,289$0$71,760$0$11,754$0$39,289$0$51,375$0$486,467$0$0$0
ELIZABETH PAPETTI
FORMER VP WMG OPS HOSP DIV$283,335$0$68,883$0$9,511$0$26,424$0$23,079$0$411,232$0$0$0
ELLEN RUSSELL
VP HIM CDI & POLICIES$218,164$0$50,631$0$9,863$0$16,655$0$34,453$0$329,766$0$0$0
FREDA LYON
VP SYSTEM EMERGENCY SERVICES$256,385$0$59,414$0$16,344$0$31,884$0$38,608$0$402,635$0$0$0
JAMES BURKE
MD PHYSICIAN GROUP$1,056,790$0$617,387$0$11,205$0$40,423$0$82,895$0$1,808,700$0$0$0
JAMES L HORNSBY
TRUSTEE & PHYSICAN$348,944$0$118,838$0$13,495$0$39,387$0$48,281$0$568,945$0$0$0
JAMES LORIMER
SVP HR CONSULTING$340,001$0$65,250$0$169,229$0$43,016$0$47,311$0$664,807$0$0$0
JAMES SWARTZ
VP ACCOUNTING$276,257$0$63,480$0$9,054$0$23,108$0$39,759$0$411,658$0$0$0
JASON STEVENS
SVP DEPUTY GENERAL COUNSEL$344,679$0$184,905$0$14,572$0$46,935$0$39,454$0$630,545$0$0$0
JENNIFER BRUGGERS
MD PHYSICIAN GROUP$700,000$0$645,026$0$2,435$0$41,000$0$44,685$0$1,433,146$0$0$0
JENNIFER GIUSTI
VP CLINICAL OUTCOMES$368,458$0$85,167$0$14,731$0$48,809$0$37,704$0$554,869$0$0$0
JEREMY STEFFENS
VP ORGANIZATIONAL COMM.$181,448$0$49,746$0$41,242$0$2,440$0$7,929$0$282,805$0$0$0
JESSICA KOVALESKY
VP CARE COORDINATION & POP HLT$282,652$0$70,950$0$11,512$0$16,217$0$12,683$0$394,014$0$0$0
JESSICA ROSENBERG
VP PHILANTHROPY$250,000$0$68,654$0$9,059$0$32,979$0$10,007$0$370,699$0$0$0
JILL CASE-WIRTH
SVP NURSING SERVICES CNE$417,661$0$220,704$0$104,508$0$53,559$0$29,554$0$825,986$0$83,532$0
JOE CASTANON
VP CONTRACTING & VAL ANALYSIS$250,016$0$55,719$0$24,753$0$4,718$0$44,019$0$379,225$0$0$0
JOEL SHU
VP WELLSTAR CLINICAL PARTNERS$452,655$0$99,305$0$8,213$0$2,828$0$8,556$0$571,557$0$0$0
JOHN BRENNAN
FMR EVP CCIO (END 6/22)$439,257$0$0$0$9,818$0$32,500$0$20,826$0$502,401$0$0$0
JOHN KUEVEN
SVP & HOSP PRES (END 11/22)$0$371,538$0$231,278$0$99,325$0$22,930$0$41,323$0$766,394$0$89,676
JONATHAN CROOM
SVP & HOSPITAL PRESIDENT$0$363,655$0$172,957$0$12,115$0$26,448$0$46,344$0$621,519$0$0
JOSEPH BRAUD
VP INFO SECURITY & CISO$304,996$0$70,084$0$12,053$0$5,758$0$46,281$0$439,172$0$0$0
JOSEPH REPPERT
SVP FINANCE$468,436$0$206,546$0$15,472$0$53,669$0$41,534$0$785,657$0$0$0
JULIE TEER
SVP & WELLSTAR FOUNDATION PRES$540,829$0$227,468$0$14,460$0$11,705$0$32,699$0$827,161$0$0$0
KATHARINE LEONARD
VP REAL ESTATE & FACILITY DVLP$335,997$0$77,708$0$9,541$0$46,319$0$32,703$0$502,268$0$0$0
KEM MULLINS
EVP AMBULATORY OPS & BUS DEV$782,548$0$533,284$0$17,147$0$24,000$0$52,074$0$1,409,053$0$0$0
KIMBERLY TAACA
VP WMG OPS SPECIALTY DIV$286,732$0$69,703$0$9,719$0$46,419$0$26,093$0$438,666$0$0$0
KRISTEN TRICE
VP DIAGNOSTIC OUTREACH$219,832$0$83,614$0$9,970$0$26,615$0$48,749$0$388,780$0$0$0
LAURA DANNELS
VP & CHIEF TALENT OFFICER$356,383$0$155,925$0$11,244$0$27,514$0$26,463$0$577,529$0$0$0
LE JOYCE NAYLOR
SVP & CHIEF DIVERSITY & INCLUS$350,002$0$142,218$0$79,217$0$53,952$0$24,960$0$650,349$0$0$0
LEO REICHERT
EVP & GENERAL COUNSEL$728,231$0$469,073$0$31,563$0$53,270$0$60,706$0$1,342,843$0$0$0
LINDA HUFFER
VP POST ACUTE SERVS (END 2/23)$325,323$0$75,255$0$59,640$0$52,337$0$25,207$0$537,762$0$32,532$0
MARCUS CHARLSON
VP SURGERY & ORTHOPEDICS SVCS$244,138$0$56,600$0$9,131$0$332$0$42,298$0$352,499$0$0$0
MARK ROWE
VP TALENT ACQUISITION$290,014$0$39,572$0$10,338$0$27,530$0$43,161$0$410,615$0$0$0
MARY CHATMAN
EVP & HOSPITAL PRESIDENT KH$0$648,954$0$478,644$0$16,504$0$53,486$0$38,219$0$1,235,807$0$0
MARY TAVERNARO
VP HUMAN RESOURCES OPERATIONS$303,530$0$70,247$0$404,164$0$33,343$0$55,875$0$867,159$0$390,950$0
MATTHEW TERRY
SVP CHIEF STRATEGY OFFICER$389,210$0$144,948$0$11,903$0$11,349$0$43,884$0$601,294$0$0$0
MAXWELL KAGAN
VP FINANCE & CFO WMG$290,341$0$70,574$0$9,585$0$26,102$0$32,452$0$429,054$0$0$0
MICHAEL GARRARD
VP REHAB & SPORTS MED SVCS$195,000$0$45,550$0$7,010$0$19,464$0$23,236$0$290,260$0$0$0
MICHAEL MCCULLOUGH
SVP SUPPLY CHAIN$416,953$0$220,331$0$17,659$0$32,249$0$51,552$0$738,744$0$0$0
NICKOLOS YAITSKY
VP HEAD OF DIGITAL PLATFORMS$294,010$0$68,059$0$9,870$0$11,158$0$50,038$0$433,135$0$0$0
PAUL DOUGLASSMD
TRUSTEE & PHYSICIAN$427,675$0$491,412$0$13,177$0$41,319$0$45,639$0$1,019,222$0$0$0
PAUL MURPHREE
VP MEDICAL OUTCOMES$412,782$0$95,352$0$16,460$0$52,457$0$43,627$0$620,678$0$0$0
PETER R JUNGBLUT MD MBA
FORMER SVP & MEDICAL DIRECTOR$394,602$0$150,771$0$1,800$0$53,015$0$49,106$0$649,294$0$0$0
PRANAV JAIN
VP & CHIEF MEDICAL INFO OFF$460,000$0$136,147$0$9,840$0$47,014$0$29,219$0$682,220$0$0$0
RANDALL BENTLEY SR
FORMER DIRECTOR$39,099$0$0$0$0$0$0$0$0$0$39,099$0$0$0
REBECCA RUHL
FMR VP COMPL. CPO (END 5/22)$22,276$0$1,000$0$173,148$0$2,400$0$24,850$0$223,674$0$93,846$0
REMINGTON FOSS
SVP HOSPITAL PRESIDENT WG$0$382,141$0$207,518$0$17,270$0$48,139$0$46,826$0$701,894$0$0
RICHARD CAPPS
EVP CHIEF INFO & DIGITAL OFFCR$642,811$0$339,097$0$18,110$0$47,276$0$53,343$0$1,100,637$0$0$0
RICHARD MYUNG
MD PHYSICIAN GROUP$1,128,087$0$1,028,531$0$14,363$0$47,500$0$83,477$0$2,301,958$0$0$0
ROB SCHREINER
EVP CHIEF PHYS EXEC(END 11/22)$0$0$0$0$600,814$0$0$0$12,100$0$612,914$0$0$0
ROBERT DECOUX
VP CORPORATE MED STAFF SVCS$199,627$0$46,372$0$14,600$0$42,367$0$42,983$0$345,949$0$0$0
SANA BRUNO
VP LABORATORY SERVICES SYSTEM$234,998$0$53,999$0$44,334$0$22,145$0$42,558$0$398,034$0$0$0
SANDRA LUCIUS
VP HEAD OF CARE PLATFORMS$287,332$0$66,874$0$45,387$0$53,292$0$19,644$0$472,529$0$28,820$0
SHARON ROBINSON
VP FOUNDATION STRATEGY & GRWTH$250,104$0$54,237$0$8,936$0$24,764$0$24,225$0$362,266$0$0$0
SNEHAL DOSHI
SVP ANCILLARY AND SUPPORT SVC$368,212$0$153,933$0$13,939$0$31,703$0$46,573$0$614,360$0$0$0
SOPHIA MCINTYRE
SVP WMG AMBULATORY CARE DIV$446,358$0$198,454$0$14,542$0$53,810$0$14,809$0$727,973$0$0$0
STEPHEN BADGER
VP WMG STRATEGIC SERVICES$413,613$0$108,263$0$122,907$0$53,696$0$52,229$0$750,708$0$44,650$0
STEPHEN VAULT
VP STRATEGIC COMMUNITY DEVELOP$256,498$0$58,940$0$9,758$0$26,381$0$23,898$0$375,475$0$0$0
STEVEN HUNT
VP HUMAN RESOURCE$241,179$0$58,859$0$9,388$0$26,215$0$52,980$0$388,621$0$0$0
SUSAN GRANT
EVP CHIEF EXPERIENCE OFF & CNE$290,768$0$50,000$0$155,500$0$50,889$0$9,548$0$556,705$0$149,999$0
SUSAN WRIGHT
VP PHARMACY SVCS$256,267$0$59,587$0$10,073$0$32,986$0$32,017$0$390,930$0$0$0
TAMARA ISON
SVP HOSPITAL PRESIDENT$0$363,304$0$182,826$0$13,728$0$33,521$0$54,204$0$647,583$0$0
THERESA LUU
MD PHYSICIAN GROUP$950,613$0$411,498$0$10,419$0$47,500$0$70,312$0$1,490,342$0$0$0
THOMAS DRAPER
VP CARDIOVASCULAR SERVICE LINE$269,464$0$62,419$0$9,819$0$25,861$0$46,419$0$413,982$0$0$0
VALERY AKOPOV
SVP HOSPITAL DIVISION WMG$542,038$0$306,698$0$21,847$0$32,907$0$43,711$0$947,201$0$0$0
VARMA RAMESWAR
VP PEDIATRIC OPS AND SVC LINE$251,047$0$88,722$0$11,497$0$53,774$0$29,521$0$434,561$0$0$0
WILLIAM BELLANDO
SVP CHIEF INFO OFFICER$319,247$0$66,040$0$14,525$0$33,934$0$45,948$0$479,694$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J, PART I, LINE 1AFormAndLineReferenceDesc
ExplanationTHE ITEMS, AS INDICATED IN LINE 1A, WERE PROVIDED, IN SOME INSTANCES, TO BOARD MEMBERS AND TO CERTAIN EMPLOYED INDIVIDUALS LISTED IN FORM 990, PART VII BY THE ORGANIZATION. THE ORGANIZATION FOLLOWS IRS GUIDELINES AND THESE ITEMS WERE ADDED AS TAXABLE INCOME AS APPROPRIATE. SCHEDULE J, PART I, LINE 1B REIMBURSEMENT POLICY: WHILE WELLSTAR HEALTH SYSTEM AND ITS AFFILIATES DO NOT HAVE A WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT OF THE ITEMS LISTED IN SCHEDULE J, PART I, LINE 1A, THE ORGANIZATION FOLLOWS IRS GUIDELINES IN THE PAYMENT OF ANY OF THESE ITEMS TO INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A. THESE ITEMS ARE ADDED AS TAXABLE WAGES ON THE INDIVIDUAL'S FORM W-2 AS APPROPRIATE. SCHEDULE J, PART I, LINE 4A SEVERANCE PAYMENTS: PURSUANT TO THEIR RESPECTIVE EMPLOYMENT AGREEMENTS, THE FOLLOWING GROUPS OF OFFICERS ARE ENTITLED TO SEVERANCE PAYMENTS BASED ON THEIR COMPENSATION AT THAT TIME IN THE EVENT OF CERTAIN IDENTIFIED CIRCUMSTANCES. THE SEVERANCE PAYMENT PERIODS ARE 24 MONTHS FOR EXECUTIVE VICE PRESIDENTS, 18 MONTHS FOR SENIOR VICE PRESIDENTS, AND 12 MONTHS FOR VICE PRESIDENTS. THE FOLLOWING OFFICER RECEIVED SEVERANCE PAY DURING THE 2022 CALENDAR YEAR FROM EITHER THE ORGANIZATION OR A RELATED ORGANIZATION: ANDREW VON ESCHENBACH 161,539 JEREMY STEFFENS 29,424 REBECCA RUHL 74,253 ROB SCHREINER 600,814 STEPHEN BADGER 51,519 SCHEDULE J, PART I, LINE 4B PARTICIPATION IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: DURING THE YEAR, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS AND CERTAIN PHYSICIANS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SPONSORED BY WELLSTAR HEALTH SYSTEM, INC. THE AMOUNTS RELATED TO THIS PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM THE PLAN INCLUDED IN SCHEDULE J, PART II, COLUMN (B): ANDREW COX 35,289 CANDICE L. SAUNDERS 446,498 DAVID PRESTON 93,972 JILL CASE-WIRTH 83,532 JOHN KUEVEN 89,676 LINDA HUFFER 32,532 MARY TAVERNARO 390,950 REBECCA RUHL 93,846 SANDRA LUCIUS 28,820 STEPHEN BADGER 44,650 SUSAN GRANT 149,999 SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS TO OFFICERS: AS PART OF THE WELLSTAR EXECUTIVE COMPENSATION PHILOSOPHY A PERFORMANCE PAY PLAN WAS INSTITUTED SEVERAL YEARS AGO WHEREBY THE WELLSTAR BOARD OF TRUSTEES APPROVES AN ANNUAL INCENTIVE PLAN WHICH CONSISTS OF SEVERAL PERFORMANCE GOALS OR FACTORS THAT UPON ATTAINMENT WILL RESULT IN PAYOUTS TO ELIGIBLE PLAN PARTICIPANTS.THOSE FACTORS ARE: (1) PEOPLE & CUSTOMER SERVICE GOAL FOR EMPLOYEE "TRUST INDEX (2) QUALITY & SAFETY GOAL FOR CLINICAL EXCELLENCE AND PATIENT SATISFACTION; AND (3) FINANCIAL GOAL FOR ATTAINING A POSITIVE OPERATING MARGIN. CONFIRMATION OF ACHIEVING THESE GOALS IS TYPICALLY RECEIVED THROUGH THE ANNUAL EXTERNAL AUDIT PROCESS AND APPROVED BY THE BOARD OF TRUSTEES AT THAT TIME. ANNUAL EXTERNAL AUDIT PROCESS AND APPROVED BY THE BOARD OF TRUSTEES AT THAT TIME. ANNUAL EXTERNAL AUDIT PROCESS AND APPROVED BY THE BOARD OF TRUSTEES AT THAT TIME. ANNUAL EXTERNAL AUDIT PROCESS AND APPROVED BY THE BOARD OF TRUSTEES AT THAT TIME. ANNUAL EXTERNAL AUDIT PROCESS AND APPROVED BY THE BOARD OF TRUSTEES AT THAT TIME. ANNUAL EXTERNAL AUDIT PROCESS AND APPROVED BY THE BOARD OF TRUSTEES AT THAT TIME.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
HOSPITAL AUTHORITY OF COBB COUNTY
A58246460019081PEM42004-04-01$25,000,000EQUIPMENT POOLfalsefalsefalse
HOSPITAL AUTHORITY OF COBB COUNTY
B58246460019081PEN22006-04-01$25,000,000EQUIPMENT POOLfalsefalsefalse
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
C581147004190813PH22012-11-15$122,366,879ADVANCED REFUNDING CONSTRUCTIONfalsefalsefalse
SEE PART VI
D2017-08-03$260,085,000CONSTRUCTION/REFUNDINGfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$25,000,000$0$0$0$0$0$0$0$25,000,000$02004falsefalseYes (true)Yes (true)
B$0$0$25,000,000$0$0$0$0$0$0$0$25,000,000$02006falsefalseYes (true)Yes (true)
C$36,265,000$0$122,366,879$0$0$0$1,079,370$0$0$0$121,287,509$0Yes (true)falseYes (true)Yes (true)
D$15,475,000$0$139,530,000$0$0$0$705,000$0$0$0$259,380,000$0Yes (true)Yes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndTotal Private Business UseTotalPrivateBusinessUsePct
AfalseYes (true)Yes (true)falsefalse0falsefalsefalseYes (true)
BfalseYes (true)Yes (true)falsefalse0falsefalsefalseYes (true)
CfalseYes (true)Yes (true)falsefalse0falsefalsefalseYes (true)
DfalseYes (true)Yes (true)falsefalse0.01400falsefalsefalseYes (true)0.01400

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndException To RebateExceptionToRebateIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedInd
0
AfalseYes (true)Yes (true)falsefalse0false
0
BfalseYes (true)falsefalsefalse0false
0
Cfalsefalsefalsefalsefalse0false
0
DfalseYes (true)Yes (true)falsefalse0false

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART VPROCEDURES TO UNDERTAKE CORRECTIVE ACTION: WELLSTAR HEALTH SYSTEM, INC. (THE BORROWER ON TAX-EXEMPT BONDS) HAS ESTABLISHED POLICIES AND PROCEDURES THAT WILL MAXIMIZE THE LIKELIHOOD THAT ALL APPLICABLE POST-ISSUANCE REQUIREMENTS OF FEDERAL INCOME TAX LAW NEEDED TO PRESERVE THE TAX-EXEMPT STATUS OF THE BONDS ARE MET. THE PROCEDURES INCLUDE EXTERNAL ADVISORS SUCH AS BOND COUNSEL AND OTHER LEGAL COUNSEL WHO ASSIST THE BORROWER IN MAINTAINING THE TAX-EXEMPT STATUS OF ALL BONDS; ARBITRAGE REBATE CALCULATIONS THAT NEED TO BE MADE FOR EACH BOND ISSUE; DOCUMENTATION OF THE USE OF BOND PROCEEDS INCLUDING POTENTIAL PRIVATE BUSINESS USE APPLICABLE TO THE BONDS AFTER AN ANNUAL INTERNAL REVIEW OF THOSE USES; AND PROPER RECORD KEEPING OF ALL DOCUMENTS RELATED TO THE ISSUANCE OF TAX-EXEMPT BONDS. THESE PROCEDURES APPLY TO ALL LISTED TAX-EXEMPT BONDS.
SCHEDULE K, PART I, COLUMN (D)AS PART OF THE VARIABLE RATE COMPOSITE BOND ISSUE, ISSUED 8/3/2017, IN THE TOTAL ORIGINAL AMOUNT OF $260,085,000 OF WHICH $139,500,000 HAS BEEN LEGALLY DEFEASED, THE FOLLOWING INFORMATION IS BEING PROVIDED: ISSUER NAME EIN CUSIP # COBB COUNTY KENNESTONE HOSPITAL AUTHORITY 58-1147004 DEVELOPMENT AUTHORITY OF FULTON COUNTY (DEFEASED) 58-1506878 36005GAY9 GRIFFIN-SPALDING COUNTY HOSPITAL AUTHORITY 58-6212778

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingIndBond Issuer EINBondIssuerEINCUSIPCUSIPNum
SEE PART VI
A2020-08-03$611,463,388CONSTRUCTION/REFUNDINGfalsefalsefalse
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
B2020-08-06$93,340,000CONSTRUCTION/REFUNDINGfalsefalsefalse581147004190813SC0
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
C2021-01-04$89,661,453CONSTRUCTION/REFUNDINGfalsefalsefalse581147004190813SY2
DEVELOPMENT AUTHORITY OF FULTON COUNTY
D2020-08-06$70,165,000CONSTRUCTION/REFUNDINGfalsefalsefalse58150687836005GAZ6

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$38,950,000$0$611,463,388$0$7,591,948$0$4,012,203$0$0$110,819,958$489,038,279$0Yes (true)Yes (true)Yes (true)Yes (true)
B$4,270,000$0$111,905,795$0$0$0$805,422$0$0$0$111,100,373$0Yes (true)falsefalseYes (true)
C$9,265,000$0$89,661,453$0$0$0$629,141$0$0$0$89,032,312$0falsefalsefalseYes (true)
D$0$0$80,174,738$0$0$0$791,421$0$0$0$79,383,317$0Yes (true)falsefalseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)falsefalse0.012500.01250falsefalsefalseYes (true)
BfalseYes (true)Yes (true)falsefalse0falsefalsefalseYes (true)
CfalseYes (true)Yes (true)falsefalse0falsefalsefalseYes (true)
DfalseYes (true)Yes (true)falsefalse0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndException To RebateExceptionToRebateIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedInd
0
AfalseYes (true)falsefalsefalse0false
0
BfalseYes (true)falsefalsefalse0false
0
CfalseYes (true)falsefalsefalse0false
0
DfalseYes (true)falsefalsefalse0false

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE K, PART I, COLUMNS (A), (B), & (C)FormAndLineReferenceDesc
ExplanationAS PART OF THE FIXED RATE COMPOSITE BOND ISSUE, ISSUED 8/3/2017, IN THE TOTAL AMOUNT OF $611,463,388 THE FOLLOWING INFORMATION IS BEING PROVIDED: ISSUER NAME EIN CUSIP # DEVELOPMENT AUTHORITY OF FULTON COUNTY 58-1506878 36005GAX1 GRIFFIN-SPALDING COUNTY HOSPITAL AUTHORITY 58-6212778 398258AX1 LAGRANGE-TROUP COUNTY HOSPITAL AUTHORITY 56-2609278 507152AX4 COBB COUNTY KENNESTONE HOSPITAL AUTHORITY 58-1147004 190813RF4ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
PAULDING COUNTY HOSPITAL AUTHORITY
A586011214703596EG72022-03-08$95,875,162CONSTRUCTION/REFUNDINGfalsefalsefalse
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
B581147004190813SZ02022-03-08$201,389,838CONSTRUCTIONfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$615,000$0$95,875,162$0$0$0$600,202$0$0$0$95,274,960$0Yes (true)falsefalseYes (true)
B$0$0$201,389,838$0$162,195,491$0$1,389,838$0$0$36,807,553$200,000,000$0falsefalsefalseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)falsefalse0falsefalsefalseYes (true)
BfalseYes (true)Yes (true)falsefalse0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndException To RebateExceptionToRebateIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndHedge TerminatedHedgeTerminatedIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICInd
0
AfalseYes (true)falsefalsefalse0false
0
BfalseYes (true)falsefalse0falsefalse

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
SHEILA ROBINSON MD
WIFE OF BOARD MEMBER$478,951EMPLOYEE OF WELLSTARfalse
SAMANTHA ROS
DAUGHTER-IN-LAW OF BOARD MEMBER$161,991EMPLOYEE OF WELLSTARfalse
JOSEPH BURNS MD
SON-IN-LAW OF BOARD MEMBER$1,014,472EMPLOYEE OF WELLSTARfalse
BROOK HURST
CHILD OF BOARD MEMBER$43,174EMPLOYEE OF WELLSTARfalse
JOYLETTA FINLEY-BRUNO
SPOUSE OF OFFICER$77,597EMPLOYEE OF WELLSTARfalse
NOLAN TAACA
SPOUSE OF OFFICER$82,542EMPLOYEE OF WELLSTARfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, PART IV, LINES 1-6FormAndLineReferenceDesc
ExplanationBUSINESS TRANSACTIONS WITH INTERESTED PARTIES: ALL TRANSACTIONS LISTED IN SCHEDULE L, PART IV ARE FOR INTERESTED PARTIES OR IN THIS CASE FAMILY MEMBERS OF EITHER TRUSTEES OR OFFICERS OF WELLSTAR HEALTH SYSTEM, INC. OR ITS RELATED ORGANIZATIONS. THE TRANSACTIONS ALL REPRESENT PAYMENT OF SERVICES AS EMPLOYEES OF WELLSTAR HEALTH SYSTEM.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (17 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1 & PART III, LINE 1VISION: DELIVER WORLD-CLASS HEALTHCARE TO EVERY PERSON, EVERY TIME. MISSION: TO ENHANCE THE HEALTH AND WELL-BEING OF EVERY PERSON WE SERVE. VALUES: WE SERVE WITH COMPASSION. WE PURSUE EXCELLENCE. WE HONOR EVERY VOICE.
FORM 990, PART III, LINE 4APROGRAM SERVICE ACCOMPLISHMENTS WELLSTAR HEALTH SYSTEM IS A VERTICALLY INTEGRATED HEALTH CARE DELIVERY SYSTEM WHICH PROVIDES THROUGH AFFILIATED BUSINESS ORGANIZATIONS A FULL SPECTRUM OF HEALTH SERVICES, INCLUDING WELLNESS PROGRAMS, PHYSICIAN OFFICE VISITS, OUTPATIENT CARE, INPATIENT CARE, AND POST-ACUTE SERVICES SUCH AS HOME HEALTH, HOSPICE AND LONG-TERM NURSING CARE. THE SYSTEM THROUGH ITS AFFILIATED BUSINESS ORGANIZATIONS OPERATES 9 HOSPITALS (KENNESTONE, COBB, PAULDING MEDICAL CENTER, DOUGLAS, WINDY HILL, NORTH FULTON, SPALDING, SYLVAN GROVE, AND WEST GEORGIA), MULTIPLE PHYSICIAN OFFICES, PRIMARY CARE CENTERS, OUTPATIENT CARE FACILITIES, A NURSING HOME AND OTHER HEALTH RELATED SERVICES INCLUDING TWO INPATIENT HOSPICE FACILITIES. THE SYSTEM IS SUPPORTED FINANCIALLY BY A FUNDRAISING ORGANIZATION, WELLSTAR FOUNDATION, INC. THE SERVICE AREA FOR THE SYSTEM ENCOMPASSES PARTS OF THE NORTHWESTERN, CENTRAL AND WESTERN SECTIONS OF THE STATE OF GEORGIA - THE PRIMARY AREA BEING IN BARTOW, CHEROKEE, COBB, DOUGLAS, PAULDING, FULTON, BUTTS, SPALDING, AND TROUP COUNTIES. APPROXIMATELY MORE THAN 90% OF INPATIENT DISCHARGES AND OUTPATIENTS SERVED ARE FROM THE AFOREMENTIONED COUNTIES. THE WELLSTAR VISION IS TO DELIVER WORLD CLASS HEALTHCARE. OUR MISSION IS TO CREATE AND DELIVER HIGH QUALITY HOSPITAL, PHYSICIAN AND OTHER HEALTHCARE-RELATED SERVICES THAT IMPROVE THE HEALTH AND WELL-BEING OF THE INDIVIDUALS AND COMMUNITIES WE SERVE. HISTORY IN 1993, WHAT WAS THEN KNOWN AS THE COBB HEALTH SYSTEM, THE KENNESTONE REGIONAL HEALTH CARE SYSTEM, AND THE DOUGLAS GENERAL HOSPITAL AFFILIATED TO FORM THE NORTHWEST GEORGIA HEALTH SYSTEM. PAULDING MEMORIAL MEDICAL CENTER AFFILIATED WITH NORTHWEST GEORGIA HEALTH SYSTEM IN 1994. IN 1994, THE NORTHWEST GEORGIA HEALTH SYSTEM HELPED FORM THE PROMINA HEALTH SYSTEM AND CHANGED ITS NAME TO PROMINA NORTHWEST HEALTH SYSTEM. IN 1998, PROMINA NORTHWEST HEALTH SYSTEM CHANGED ITS NAME TO WELLSTAR HEALTH SYSTEM. WELLSTAR DISASSOCIATED FROM AND BECAME TOTALLY INDEPENDENT OF PROMINA IN 1999. IN 2016 WELLSTAR ACQUIRED ATLANTA MEDICAL CENTER (Merged with Kennestone Hospital on 9-30-22) , NORTH FULTON HOSPITAL, SPALDING HOSPITAL, SYLVAN GROVE HOSPITAL AND WEST GEORGIA MEDICAL CENTER. WELLSTAR HEALTH SYSTEM IS A PARENT CORPORATION, WHICH PROVIDES OVERALL COORDINATION INCLUDING GOVERNING BODY TO ITS 9 AFFILIATES: - COBB HOSPITAL, INC. - DOUGLAS HOSPITAL, INC. - KENNESTONE HOSPITAL, INC. - PAULDING MEDICAL CENTER, INC. - WELLSTAR FOUNDATION, INC. - WELLSTAR NORTH FULTON HOSPITAL, INC. - WELLSTAR SPALDING REGIONAL HOSPITAL, INC. - WELLSTAR SYLVAN GROVE HOSPITAL, INC. - WELLSTAR WEST GEORGIA HEALTH SERVICES, INC.
SERVICESWELLSTAR HEALTH SYSTEM IS ABLE TO OFFER A FULL RANGE OF HEALTHCARE SERVICES THROUGH ITS AFFILIATES. THE SERVICES OFFERED INCLUDE BUT ARE NOT LIMITED TO: - MOST MAJOR INPATIENT CLINICAL SERVICES, - OUTPATIENT SERVICES, - DIAGNOSTIC AND THERAPEUTIC SERVICES, - ANCILLARY AND SUPPORT SERVICES, - URGENT CARE SERVICES, - HOME HEALTH SERVICES, - SKILLED NURSING SERVICES AND - HOSPICE SERVICES. THE 9 HOSPITAL LOCATIONS ARE ACUTE CARE FACILITIES WITH INPATIENT, OUTPATIENT, AND EMERGENCY SERVICES. THE SYSTEM INCLUDES A RESIDENTIAL FACILITY ON THE KENNESTONE HOSPITAL CAMPUS, CALLED ATHERTON PLACE. ATHERTON PLACE ALSO HOUSES AN ASSISTED LIVING UNIT AS AN ADDITIONAL LEVEL OF CARE. PAULDING MEDICAL CENTER IS HOME TO A FULL CARE NURSING HOME, PAULDING NURSING CENTER AND WEST GEORGIA MEDICAL CENTER IS ALSO HOME TO TWO FULL CARE NURSING HOMES. VERNON WOODS RETIREMENT COMMUNITY IS AN ASSISTED LIVING FACILITY. COBB HOSPITAL IS HOME TO A HOME HEALTH AGENCY AND A RESIDENTIAL HOSPICE FACILITY CALLED TRANQUILITY FOR THOSE PATIENTS IN THE END STAGES OF LIFE. KENNESTONE HOSPITAL ALSO OPENED A RESIDENTIAL HOSPICE FACILITY NOT FAR FROM ITS MAIN CAMPUS. THE SYSTEM IS COMPLIMENTED WITH APPROXIMATELY 368 PHYSICIAN PRACTICES AND SEVERAL URGENT CARE CENTERS. THE SYSTEM IS THUS ABLE TO PROVIDE A COMPLETE CONTINUUM OF CARE FOR THE COMMUNITY IT SERVES. THE FOLLOWING STATEMENTS OF COMMUNITY BENEFIT AND PROGRAM SERVICE ACCOMPLISHMENTS REPRESENT SYSTEM-WIDE ACTIVITY FOR WELLSTAR HEALTH SYSTEM, INC. (THE "SYSTEM") - EIN 58-1649541. ALL AFFILIATED ENTITIES OF THE SYSTEM EXCEPT THE PHYSICIAN HOSPITAL ORGANIZATION (EIN 58-2116179) OPERATE AS CHARITABLE ORGANIZATIONS CONSISTENT WITH THE REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE "COMMUNITY BENEFIT STANDARD" OF IRS REVENUE RULING 69-545. THE FOLLOWING EXCERPT FROM THE AUDITED FINANCIAL STATEMENTS IDENTIFIES A BROAD OVERVIEW OF THE CHARITABLE PURPOSE FOR THE SYSTEM. THE SYSTEM MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE IT PROVIDES THROUGH ITS AFFILIATES. THESE RECORDS INCLUDE THE AMOUNT OF CHARGES FOREGONE FOR SERVICES AND SUPPLIES FURNISHED UNDER ITS COMMUNITY FINANCIAL AID POLICY. IN FISCAL YEAR 2023 AND 2022, WELLSTAR AFFILIATE HOSPITALS MADE $199.8 MILLION AND $272.3 MILLION, RESPECTIVELY, IN PROVIDER PAYMENTS (CHARITY CARE COST) AND RECOGNIZED SUCH PAYMENTS AS A REDUCTION IN NET PATIENT SERVICE REVENUE IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. THE SYSTEM ALSO PARTICIPATES IN CERTAIN GOVERNMENTAL INSURANCE PROGRAMS, INCLUDING MEDICARE AND MEDICAID. UNDER THESE PROGRAMS, THE SYSTEM PROVIDES CARE TO PATIENTS AT PAYMENT RATES WHICH ARE DETERMINED BY THE FEDERAL AND STATE GOVERNMENTS, REGARDLESS OF THE SYSTEM'S ACTUAL CHARGES. IN MOST CASES, THESE PROGRAMS PAY THE SYSTEM AT AMOUNTS WHICH ARE LESS THAN ITS COST OF PROVIDING SERVICES. THE SYSTEM OFFERS MANY WELLNESS AND EDUCATIONAL SERVICES AT LITTLE OR NO COST TO THE COMMUNITY. HEALTH FAIRS ARE HELD THROUGHOUT THE YEAR AT CONVENIENT LOCATIONS, PROVIDING VARIOUS HEALTH SCREENINGS, SUCH AS MAMMOGRAMS, BONE DENSITY, BLOOD PRESSURE AND CHOLESTEROL CHECKS. A LARGE NUMBER OF EDUCATIONAL PROGRAMS ARE OFFERED FOR ALL AGES. THESE PROGRAMS INCLUDE BICYCLE SAFETY, CAR SEAT SAFETY, DEFENSIVE DRIVING, CPR AND FIRST-AID CLASSES. FLU SHOTS ARE AVAILABLE TO THE COMMUNITY DURING FLU SEASON AND HEALTH SCREENINGS, MEDICAL SUPPLIES, AND IMMUNIZATIONS ARE PROVIDED TO CHILDREN THROUGH LOCAL HEALTH DEPARTMENTS AND HEALTH FAIRS. THE COSTS OF THESE SERVICES ARE INCLUDED IN UNRESTRICTED REVENUE, GAINS AND OTHER SUPPORT IN EXCESS OF EXPENSES AND LOSSES IN THE FINANCIAL STATEMENTS.THE PHYSICIANS OF THE SYSTEM MAKE SIGNIFICANT CONTRIBUTIONS TO IMPROVE THE HEALTH STATUS OF THE COMMUNITY, INCLUDING INVOLVEMENT IN MANY COMMUNITY ACTIVITIES PROMOTING HEALTH AWARENESS AND IMPROVEMENT, EMERGENCY ROOM CARE, AND DELIVERY OF CARE TO THE INDIGENT POPULATION OF THE SYSTEM'S SERVICE AREA. THE SYSTEM ALSO MADE SIGNIFICANT CONTRIBUTIONS TO THE NURSING PROGRAM AT A LOCAL UNIVERSITY. THIS FINANCIAL SUPPORT HAS HELPED TO GROW THE PROGRAM, WHICH BENEFITS THE SYSTEM AS WELL AS THE COMMUNITY. THE SYSTEM AND ALL BUT ONE OF ITS AFFILIATES HAVE BEEN RECOGNIZED AS ORGANIZATIONS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) AND, THEREFORE, RELATED INCOME IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. ONE OF THE SYSTEM'S AFFILIATES IS A CONTROLLED FOREIGN CORPORATION NOT SUBJECT TO FEDERAL INCOME TAX. THE PHYSICIAN HOSPITAL ORGANIZATION (EIN 58-2116179) IS A TAXABLE AFFILIATE OF THE SYSTEM AND FILES IRS FORM 1120 US CORPORATION INCOME TAX RETURN.
FINANCIAL & DATA STATISTICSSERVICES PROVIDED SYSTEM-WIDE: LICENSED BEDS -2,775 ADULT DISCHARGES -103,508 NEWBORN DISCHARGES -13,125 EMERGENCY ROOM VISITS -520,914 SURGERIES - 62,778 CATH LAB/PACEMAKERS/EP -17,208 NON-ED O/P RADIOLOGY PROCEDURES -41,115 MED/SURG. SHORT STAY CASES -487 GI LAB PROCEDURES -16,636 RADIOLOGY ONCOLOGY PROCEDURES -517,089 COMMUNITY PARTNERSHIPS AND ENGAGEMENT - WELLSTAR IS COMMITTED TO REINVESTNG IN OUR COMMUNITIES BY ENGAGING IN PARTNERSHIPS AND SUPPORTING SPONSORSHIP OPPORTUNITIES THAT ALIGN WITH OUR MISSION, VISION, AND VALUES TO IMPROVE THE HEALTH AND WELL-BEING OF ALL THE PEOPLE AND COMMUNITIES WE SERVE TO ACHIEVE POSITIVE COMMUNITY IMPACT. COMMUNITY BASED PARTNERSHIPS MAY INCLUDE MISSION ALIGNED PARTNERS SUCH AS THE AMERICAN HEART ASSOCIATION, AMERICAN CANCER SOCIETY, AMERICAN LUNG ASSOCIATION, IT'S THE JOURNEY, MARCH OF DIMES; OTHER NOT-FOR-PROFITS THAT FURTHER A SOCIAL CAUSE AND PROVIDE COMMUNITY BENEFIT SUCH AT THE ATLANTA COMMUNITY FOOD BANK, MUST MINISTRIES, TOMMY NOBIS CENTER; BUSINESS AND CIVIC ORGANIZATIONS SUCH AS CHAMBERS OF COMMERCE AND ROTARY, KIWANIS CLUBS; AND ACADEMIC AND WORKFORCE DEVELOPMENT PARTNERS INCLUDING LOCAL SCHOOL DISTRICTS AND OTHER SECONDARY EDUCATION INSTITUTIONS, AND PARTNERS FOCUSED ON CAREER EXPLORATION AND DEVELOPMENT AND CREATING PIPELINES FOR BOTH CLINICAL AND NON-CLINCAL HEALTHCARE CAREERS. MANY EMPLOYEES SUPPORT OUR COMMUNITY PARTNERS THROUGH VOLUNTEERISM OR OTHER SERVICES/ACTIVITIES SUCH AS ORGANIZING A COLLECTION OF GOODS FOR DONATION THROUGH WELLSTAR'S COMMUNITYCARE PROGRAM. COMMUNITY ACTIVITIES - RECOGNIZING THE CRITICAL NEED TO ADDRESS THE NURSING SHORTAGE IN GEORGIA AND INCREASE THE NUMBER OF QUALIFIED NURSES WHO CAN JOIN THE WORKFORCE, WELLSTAR IS COMMITTED TO PROACTIVELY ADDRESSING THE NURSING SHORTAGE. WITH QUALITY EDUCATION AND TRAINING, WELLSTAR HAS EXPANDED ITS CLINICAL AFFILIATION WITH MERCER UNIVERSITY'S SCHOOL OF NURSING TO CREATE A NEW ACCELERATED BACHELOR OF SCIENCE IN NURSING ("ABSN") PROGRAM WITH THE POTENTIAL TO GRADUATE AN ADDITIONAL 300 NURSES PER YEAR IN ADDITION TO THE TRADITIONAL BSN PROGRAM AT MERCER. THIS PROGRAM ACCEPTS INDIVIDUALS WITH A BACHELOR OF SCIENCE (BS) AND GRADUATES THEM WITH A BACHELOR OF NURSING (BSN) IN 12-MONTHS. WELLSTAR ALSO HAS A LONG-STANDING AFFILIATION WITH KENNESAW STATE UNIVERSITY ("KSU"), WHICH IS IN WELLSTAR'S SERVICE AREA. WELLSTAR IS ALSO WORKING IN PARTNERSHIP WITH KSU, TO ADDRESS THE SIGNIFICANT NURSING SHORTAGE IN GEORGIA. WELLSTAR HAS PROVIDED ENDOWMENTS AND GRANTS IN SUPPORT OF EDUCATIONAL PROGRAMS AT KSU. WELLSTAR HAS ALSO PARTICIPATED IN AND JOINTLY SPONSORED TEACHING AND TRAINING PROGRAMS AT KSU, INCLUDING A STRONG PARTNERSHIP WITH THE SCHOOL OF NURSING. THIS PARTNERSHIP INCLUDES AN ESTABLISHED TRANSFORMATIONAL GIFT FROM THE WELLSTAR BOARD OF DIRECTORS WHICH ESTABLISHED THE WELLSTAR SCHOOL OF NURSING (WSON). IT SUPPORTS THE ACADEMIC PREPARATION OF NURSING STUDENTS, THROUGH THEIR TRANSITION INTO PRACTICE, ASSURING THEY HAVE THE KNOWLEDGE, SKILL, AND EXPERIENCE TO BE "JOB READY" FOR SUCCESS AS A PROFESSIONAL GRADUATE NURSE. WELLSTAR PROVIDES 70% OF KSU STUDENT CLINICAL EXPERIENCES, WITH NEARLY 50% OF THE CLINICAL FACULTY AS WELLSTAR NURSES. WELLSTAR HAS ALSO CREATED AN ENDOWMENT THAT WILL FUND ANNUAL NURSING SCHOLARSHIPS FOR NEED-BASED STUDENTS. THE GRANT OF $6.2 MILLION WILL SUPPORT THE HIRING ADDITIONAL FACULTY AND NEW STAFF POSITIONS BY 2025 TO SUPPORT THE INCREASE IN STUDENT ENROLLMENT. WELLSTAR HEALTH SYSTEM CONTINUES TO OPERALIZE THE NURSING CAREER PATHWAY PROGRAM, AN INDUSTRY-DRIVEN INITIATIVE DESIGNED TO ADDRESS THE STATEWIDE NEED FOR NURSING ASSISTANTS, LICENSED PRACTICAL NURSES, REGISTERED NURSES, AND REGISTERED NURSES WITH A BACHELOR'S DEGREE IN NURSING. THE NURSING CAREER PATHWAY PROGRAM OF STUDY LINKS THE PROGRESSIVE ATTAINMENT OF ACADEMIC CREDENTIALS AND THE REQUIRED CERTIFICATION AND LICENSURE WHICH ARE ASSOCIATED WITH SELECT CAREERS AS A NURSING ASSISTANT, LICENSED NURSE, REGISTERED NURSE, AND REGISTERED NURSE WITH A BACHELOR'S DEGREE. THE HIGH SCHOOL EXPERIENCE FOR STUDENTS PARTICIPATING IN THE PATHWAY INCLUDES THE THREE-COURSE CTAE (CAREER, TECHNICAL, AND AGRICULTURAL EDUCATION) CURRICULUM OF INTRODUCTION TO HEALTHCARE SCIENCE, ESSENTIALS OF HEALTHCARE AND PATIENT CARE FUNDAMENTALS, WHICH INCLUDES THE REQUIRED ATTAINMENT OF CERTIFIED NURSING ASSISTANT CERTIFICATION. THE CTAE CURRICULUM IS SUPPLEMENTED WITH A SPECIFIED NINE DUAL ENROLLMENT COURSES (26 COLLEGE CREDIT HOURS) CURRICULA OFFERED THROUGH CHATTAHOOCHEE TECHNICAL COLLEGE. PATHWAY PROGRAMS ARE OFFERED AT MCEACHERN HIGH SCHOOL IN COBB COUNTY, MARIETTA CITY HIGH SCHOOL. WELLSTAR SPEAKERS BUREAU: WELLSTAR'S SPEAKERS BUREAU PROVIDES OUR COMMUNITY WITH DIRECT ACCESS TO OUR NETWORK OF HEALTHCARE PROFESSIONALS AND SUBJECT MATTER EXPERTS. PROGRAMS MAY BE VIRTUAL OR IN-PERSON AND COVER HEALTH AND WELLNESS TOPICS INCLUDING BUT NOT LIMITED TO HEART HEALTH, NUTRITION, MENTAL HEALTH, CANCER PREVENTION AND TREATMENT, AND COVID-19 RELATED TOPICS. WOMEN & CHILDREN RESOURCE CENTERS: WOMEN'S HEALTH PATIENT EDUCATION AND SUPPORT SERVICES IS A SHARED SERVICES DEPARTMENT THAT PROVIDES PATIENT EDUCATION IN THE FORM OF CLASSES AS WELL AS OBGYN EDUCATIONAL MATERIALS FOR WMG OFFICES, AND OVERSEES SERVICES RELATED TO LACTATION AND BEREAVEMENT AT COBB, DOUGLAS, KENNESTONE, NORTH FULTON, SPALDING, AND WEST GEORGIA HOSPITALS. PATIENT EDUCATION CLASSES INCLUDE BOTH VIRTUAL AND IN-PERSON OFFERINGS FOR THE FOLLOWING CLASSES: UNDERSTANDING BIRTH, UNDERSTANDING YOUR NEWBORN, UNDERSTANDING BREASTFEEDING, GRANDPARENTING, TEEN CHILDBIRTH, NEXT TIME AROUND, BIG BROTHER BIG SISTER AND ARE OFFERED TO THE COMMUNITY AT EACH OF THE WELLSTAR HOSPITAL LOCATIONS. THE WMG PATIENT EDUCATION IS PROVIDED TO BOTH OB AND GYN PATIENTS IN THE FORM OF MY PREGNANCY JOURNEY BOOKLETS, OFFERED AT EACH PATIENT OB VISIT, CULMINATING WITH A MY POSTPARTUM JOURNEY BOOKLET AT THE TIME OF DISCHARGE FROM THE HOSPITAL. GYN PATIENT EDUCATION IS PROVIDED TO PATIENTS BASED UPON A HIGH-RISK DIAGNOSIS. FREE WELLSTAR SUPPORT GROUPS ARE OFFERED FOR NEWLY DELIVERED PATIENTS AND INCLUDE BEREAVEMENT, BREASTFEEDING, AND MOTHERS SUPPORT CIRCLE. INPATIENT AND OUTPATIENT LACTATION CONSULTATIONS, LACTATION NICU CONSULTATIONS, PUMPS LOANED TO PATIENTS WITH A BABY IN THE NICU, AND WARM LINE PHONE CALLS ARE OFFERED TO LACTATING PATIENTS. FINALLY, BEREAVEMENT BOXES ARE PROVIDED TO THOSE POSTPARTUM INPATIENTS WHO HAVE EXPERIENCED INFANT LOSS. THE BOXES CONTAIN KEEPSAKE ITEMS AS WELL AS INFORMATION AND RESOURCES SURROUNDING LOSS. THESE OFFERINGS DEMONSTRATE WELLSTAR'S COMMITMENT TO THE HEALTH AND WELL-BEING OF THE PATIENTS WE SERVE WITHIN WELLSTAR'S FOOTPRINT. IN FY 2023, THE UNREIMBURSED COSTS ASSOCIATED WITH THESE OFFERINGS TOTALED MORE THAN $ 844,000.00 WITH MORE THAN 74,427 PATIENT/FAMILY INTERACTIONS FROM THOSE PARTICIPATING IN OUR PRENATAL, CHILDBIRTH, AND POSTPARTUM PROGRAMS. COMMUNITY BENEFIT PROGRAMS - AT WELLSTAR, WE HAVE MOVED BEYOND IRS REQUIREMENTS - FROM COMPLIANCE TO STRATEGIC ALIGNMENT - WHICH ALLOWS THE SYSTEM TO IMPROVE COMMUNITY HEALTH AND DEMONSTRATE RETURN ON INVESTMENT FOR COMMUNITY BENEFIT ACTIVITIES. MAINTAINING EFFORTS BEYOND THE THREE-YEAR COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) CYCLE HELPS WELLSTAR ADDRESS PERSISTENT COMMUNITY HEALTH ISSUES AND ENSURE CONTINUITY FROM ONE IMPLEMENTATION PLAN TO THE NEXT. THE FOLLOWING PROGRAMS DESCRIBE HOW WELLSTAR HEALTH SYSTEM HAS CONTINUED BUILDING AND ALIGNING FOR HEALTH EQUITY. CONGREGATIONAL HEALTH NETWORK WELLSTAR'S CONGREGATIONAL HEALTH NETWORK (CHN) SERVES AS A BRIDGE BETWEEN OUR HEALTHCARE SYSTEM AND FAITH COMMUNITIES. COORDINATED BY A FULL-TIME REGISTERED NURSE WHO SPECIALIZES IN FAITH COMMUNITY NURSING, WELLSTAR'S PROGRAM IS DESIGNED TO ASSIST CONGREGATIONS OF ALL FAITHS TO DEVELOP OR SUPPORT VOLUNTEER OR PAID HEALTH MINISTRIES. WITH MORE THAN 100 CONGREGATIONS AND 1,500 SPIRITUAL CARE PARTNERS, CHN SERVES AS A KEY TO WELLSTAR'S SUCCESSFUL IMPLEMENTATION OF EQUITY-CENTERED PROGRAMS. THROUGH THIS NETWORK, WELLSTAR CAN DIFFUSE INFORMATION, IMPLEMENT PROGRAMS AT TRUSTED NEIGHBORHOOD-BASED SITES AND STRENGTHEN THE ORGANIZATIONS TO PROVIDE WHOLE-PERSON SUPPORT. THE CHN'S "PASSPORT TO HEALTH" PROGRAM EMPOWERS PARTICIPANTS TO OWN THEIR HEALTH CARE WHILE PARTNERING WITH PRACTITIONERS AND COMMUNITY HEALTH WORKERS DURING THEIR JOURNEY OF LEARNING ABOUT HEART AND CARDIAC WELLNESS, WOMEN'S HEALTH, COLORECTAL CANCER SCREENING TOOL KITS, SIGNS OF STROKE, NUTRITIOUS EATING, EXERCISE AND ACTIVE LIVING TIPS, AND MENTAL HEALTH AWARENESS. COMMUNITY CLINIC NETWORK ACCORDING TO THE CHNA ACCESS TO CARE INDICATORS, MANY MEMBERS OF WELLSTAR'S COMMUNITY HAVE CARE ACCESS CHALLENGES IN LARGE PART DUE TO INSURANCE CONSTRAINTS AND PROVIDER ACCESS SHORTAGES. ACCORDING TO HEALTHY PEOPLE 2020, "ACCESS TO COMPREHENSIVE, QUALITY HEALTH CARE SERVICES IS IMPORTANT FOR PROMOTING AND MAINTAINING HEALTH, PREVENTING AND MANAGING DISEASE, REDUCING UNNECESSARY DISABILITY AND PREMATURE DEATH, AND ACHIEVING HEAL
COMMUNITY CLINIC NETWORK (CONT.)THE COMMUNITY CLINIC NETWORK HAS EVOLVED TO ADVANCE WELLSTAR'S ABILITY TO SUPPORT COMMUNITY ACCESS TO CARE AND SOCIAL SUPPORT SERVICES. AS WELLSTAR'S GEOGRAPHICAL FOOTPRINT HAS EXPANDED, WELLSTAR IS ALSO COMMITTED TO FORGING NEW PARTNERSHIPS WITH COMMUNITY CLINICS (I.E., COMMUNITY SAFETY-NET CLINICS, COMMUNITY HEALTH CENTERS AND FEDERALLY QUALIFIED HEALTH CENTERS) TO MORE COLLECTIVELY ACHIEVE OPTIMAL OUTCOMES FOR MORE MEDICALLY UNDERSERVED AND UNINSURED RESIDENTS. IN ADDITION, THE COMMUNITY CLINIC NETWORK EVOLVED TO INCLUDE COMMUNITY BENEFIT SUPPORT OF WELLSTAR'S THREE COMMUNITY CLINICS-WELLSTAR AMC SHEFFIELD COMMUNITY CLINIC, WELLSTAR KENNESTONE COMMUNITY CLINIC AND WELLSTAR WEST GEORGIA COMMUNITY SERVICE CLINIC. IN ALIGNMENT WITH WELLSTAR'S FINANCIAL ASSISTANCE PROGRAM (FAP), THESE COMMUNITY-BASED CLINICS PROVIDE CHARITABLE DISCOUNTED OR FREE CARE BASED ON SOCIOECONOMIC FACTORS LIKE A PATIENT'S HOUSEHOLD INCOME, INSURANCE STATUS AND/OR FAMILY SIZE. THESE CLINICS HELP SOME OF WELLSTAR'S MOST UNDER-RESOURCED AND VULNERABLE COMMUNITY MEMBERS RECEIVE MEDICAL SERVICES LIKE CHRONIC DISEASE MANAGEMENT, WELLNESS EXAMS, VACCINATIONS AND MEDICATION COUNSELING. IN PARTNERSHIP WITH PHYSICIAN LEADERSHIP, GRADUATE MEDICAL EDUCATION (GME) RESIDENTS SERVE PATIENTS AT THE SHEFFIELD AND KENNESTONE CLINICS. TO SUPPORT THESE WELLSTAR GME RESIDENTS, STRUCTURED EDUCATION HAS BEEN PROVIDED TO HELP RESIDENTS BETTER UNDERSTAND HEALTH DISPARITIES, HEALTH EQUITY AND COMMUNITY HEALTH PRIORITIES. THROUGH THE COMMUNITY CLINIC NETWORK, WELLSTAR WILL CONTINUE TO LEVERAGE THE FACT THAT COMMUNITY-BASED CLINICS ARE LONG RECOGNIZED FOR THEIR ABILITY TO EFFECTIVELY IMPROVE AND EXPAND PATIENT ACCESS TO MEDICAL, DENTAL AND MENTAL HEALTH SERVICES. COMMUNITY TRANSFORMATION PROGRAM ACCESS TO HEALTH CARE IMPACTS AN INDIVIDUAL'S ABILITY TO OBTAIN AND MAINTAIN ADEQUATE PHYSICAL, SOCIAL AND MENTAL HEALTH STATUS. WELLSTAR'S CHNA IDENTIFIED BOTH THE NEED FOR ACCESS TO HEALTH CARE AND SOCIAL SUPPORT AS LEADING HEALTH CONCERNS FOR DISPARATE AND UNDERSERVED COMMUNITIES. DURING THE COVID-19 PANDEMIC, UNDERSERVED COMMUNITIES INCREASINGLY EXPERIENCED HEALTH DISPARITIES AND GAPS IN SUPPORT; COMMUNITY-BASED ORGANIZATIONS EXPERIENCED NEED FOR RELIABLE AND SUSTAINABLE SOLUTIONS FOR OFFERING VIRTUAL CARE. WELLSTAR CENTER FOR HEALTH EQUITY'S COMMUNITY TRANSFORMATION PROGRAM PROVIDES A SCALABLE SOLUTION FOR IMPROVING ACCESS TO CARE IN PARTNERSHIP WITH TRUSTED COMMUNITY NON-PROFIT ORGANIZATIONS. EACH YEAR, WELLSTAR FUNDS A COHORT OF INITIATIVES THAT LEVERAGE TECHNOLOGY TO PRODUCE LONG-TERM, SUSTAINABLE CHANGES IN THE COMMUNITIES WE SERVE. INITIATIVES ARE EXPECTED TO BE TAILORED TO A COMMUNITY NEED AND ALIGN WITH EACH PARTNER'S MISSION. AT THE END OF 12 MONTHS, PARTNERS ARE EXPECTED TO DEMONSTRATE IMPROVEMENTS IN: . ACCESS TO HEALTH CARE SO THAT RESIDENTS RECEIVE TIMELY, HIGH-QUALITY AND CULTURALLY APPROPRIATE MEDICAL CARE WHEN THEY NEED IT; OR, . ACCESS TO SOCIAL DETERMINANTS OF HEALTH SUPPORT SERVICES SO THAT RESIDENTS RECEIVE TIMELY, HIGH-QUALITY FOOD, EMPLOYMENT, HOUSING, TRANSPORTATION, EDUCATION AND LEGAL RESOURCES TO IMPROVE DAILY LIVING WHEN THEY NEED IT. SOUL SUPPORT TO ADDRESS THE BEHAVIORAL NEEDS OF COMMUNITY MEMBERS AND MITIGATE THE ROLE OF MENTAL HEALTH STIGMA, WELLSTAR LAUNCHED AN INITIATIVE CALLED SOUL SUPPORT, WHICH INCLUDES THREE EVIDENCE-BASED PROGRAMS TO PROVIDE MENTAL HEALTH EDUCATION AND SUPPORT. THE FOLLOWING PROGRAMS ARE FACILITATED THROUGH WELLSTAR'S CONGREGATIONAL HEALTH NETWORK, WHEREBY PROGRAMS TAKE PLACE AT FAITH-BASED ORGANIZATIONS. 1. WELLSTAR PARTNERS WITH ATLANTA REGIONAL COMMISSION'S HEALTHY AGING DIVISION TO PROVIDE "POWERFUL TOOLS FOR CAREGIVERS" - A SIX-WEEK SERIES SPECIFICALLY DESIGNED TO HELP CAREGIVERS LEARN TO TAKE BETTER CARE OF THEMSELVES. POWERFUL TOOLS IS PRESENTED BY CERTIFIED LAY LEADERS. THE WORKSHOP USES AN EVIDENCE-BASED CURRICULUM THAT HAS BEEN FOUND TO HAVE SIGNIFICANT POSITIVE RESULTS FOR PARTICIPANTS. 2. QUESTION, PERSUADE AND REFER (QPR) INSTITUTE STARTED AS A JOINT EFFORT WITH A WASHINGTON STATE MENTAL HEALTH CENTER AND THEIR MISSION IS TO "SAVE LIVES AND REDUCE SUICIDAL BEHAVIORS BY PROVIDING INNOVATIVE, PRACTICAL AND PROVEN SUICIDE PREVENTION TRAINING." THE PRIMARY OBJECTIVES ARE TO TRAIN PARTICIPANTS TO UNDERSTAND THE NATURE AND RANGE OF SUICIDAL COMMUNICATIONS AND HOW TO INTERVENE ON BEHALF OF SUICIDAL AND IN-CRISIS PEOPLE, PROVIDING LOCAL MENTAL HEALTH RESOURCES AS WELL. QPR IS USED TO HELP SAVE LIVES FROM SUICIDE BY TRAINING INDIVIDUALS HOW TO RECOGNIZE THE WARNING SIGNS OF A SUICIDE CRISIS AND HOW TO "QUESTION, PERSUADE AND REFER SOMEONE TO HELP." 3. MENTAL HEALTH FIRST AID IS A PUBLIC EDUCATION PROGRAM "THAT CAN HELP COMMUNITIES UNDERSTAND MENTAL ILLNESSES, SEEK TIMELY INTERVENTION, AND SAVE LIVES." BY PROVIDING EDUCATION SURROUNDING MENTAL ILLNESS AS WELL AS RESOURCES AVAILABLE IN THEIR AREA, FAITH-BASED LEADERS WILL BE MORE KNOWLEDGEABLE IN WAYS TO SUPPORT THEIR CONGREGANTS. IT WAS DEVELOPED IN 2001 WITH THE GOAL OF PROVIDING PARTICIPANTS WITH THE TOOLS NEEDED TO START A CONVERSATION ABOUT MENTAL HEALTH AND SUBSTANCE USE PROBLEMS AS WELL AS RESOURCES AVAILABLE. 4. WELLSTAR RECEIVED PHILANTHROPIC FUNDING TO EXPAND "SOUL SUPPORT" TO INCLUDE FREE, VIRTUAL BEHAVIORAL HEALTH CARE FOR COMMUNITY RESIDENTS UNABLE TO RECEIVE CARE TRADITIONALLY DUE TO COST, TRANSPORTATION CHALLENGES, OR LIMITED ACCESS TO BROADBAND SERVICES. COLORECTAL CANCER SCREENING IN PARTNERSHIP WITH BLKHLTH AND COTTONELLE WELLSTAR CENTER FOR HEALTH EQUITY ESTABLISHED A PARTNERSHIP WITH BLKHLTH, A NON-PROFIT ORGANIZATION WHOSE MISSION IS TO REDUCE THE IMPACT OF RACISM THROUGH EDUCATION AND ACTION. ONE OF THEIR CURRENT INITIATIVES IS A COLLABORATION WITH COTTONELLE ON THE #GOODDOWNTHERE CAMPAIGN. THIS NATIONAL PROGRAM IS DESIGNED TO REDUCE STIGMA SURROUNDING COLORECTAL CARE BY PROVIDING EQUITY-CENTRIC ACCESS FOR COLORECTAL CANCER TO BLACK AMERICANS. COLORECTAL CANCER, ALSO CALLED COLON OR RECTAL CANCER, IS THE THIRD MOST COMMON CANCER IN THE UNITED STATES AND THE SECOND MOST COMMON CANCER-RELATED DEATH. THROUGH THEIR COLLABORATION WITH COTTONELLE, BLKHLTH PROVIDES WELLSTAR WITH COMPLIMENTARY COLORECTAL CANCER SCREENING KITS TO BE DISTRIBUTED ACROSS OUR SERVICE AREA. MEMBERS OF WELLSTAR'S CONGREGATIONAL HEALTH NETWORK SERVE AS AMBASSADORS TO DISTRIBUTE THE SCREENING KITS WITHIN THEIR COMMUNITIES. OUR GOAL IS TO BRING EDUCATION AND ACCESS TO INDIVIDUALS WHO HAVE NOT BEEN SCREENED DUE TO FEAR, LACK OF HEALTH INSURANCE OR LACK OF KNOWLEDGE. BREAST CANCER SCREENING FOR THE PAST TEN YEARS, WELLSTAR HAS PROVIDED BREAST SCREENING AND DIAGNOSTIC SERVICES TO INDIVIDUALS WHO LACK ACCESS TO OR ARE UNABLE TO AFFORD THESE LIFE-SAVING SERVICES WITHIN WELLSTAR'S SERVICE AREAS. BY PROVIDING THESE SERVICES AT NO COST TO THOSE IN NEED, WE SEEK TO ELIMINATE EXISTING BREAST CANCER DISPARITIES AND DECREASE THE NUMBER OF LATE-STAGE BREAST CANCER DIAGNOSES BY PROVIDING ACCESS TO HEALTHCARE WITHIN THE COMMUNITIES WE SERVE. THIS PROGRAM INCREASES THE NUMBER OF REGULAR MAMMOGRAM SCREENINGS AND DIAGNOSTIC SERVICES PROVIDED, PARTICULARLY WITHIN HIGH-RISK COMMUNITIES, ENABLING WELLSTAR HEALTHCARE PROVIDERS TO DETECT BREAST CANCER AT AN EARLIER STAGE AND RESULTING IN BETTER TREATMENT OPTIONS AND IMPROVED OUTCOMES FOR OUR COMMUNITY MEMBERS. TO IDENTIFY PATIENTS WHO NEED ACCESS TO THESE SERVICES MOST, WE PARTNER WITH LOCAL HEALTH DEPARTMENTS, COMMUNITY CLINICS, A CONGREGATIONAL NURSE NETWORK AND A ROBUST LIST OF OTHER TRUSTED COMMUNITY ORGANIZATIONS. THE WELLSTAR PHYSICIAN LIAISON TEAM AND WELLSTAR CLINICAL PARTNERS TEAM ALSO WORKS WITH 3,000+ WELLSTAR MEDICAL GROUP PHYSICIANS AND PARTNER PHYSICIANS THROUGHOUT OUR SERVICE AREA TO GENERATE REFERRALS TO THE PROGRAM. PROSTATE CANCER SCREENING TO INCREASE ACCESS TO SCREENING AND EDUCATION RESOURCES IN MEDICALLY UNDERSERVED COMMUNITIES, WELLSTAR COMMUNITY HEALTH PARTNERS WITH WELLSTAR UROLOGY, WELLSTAR LABORATORY OUTREACH SERVICES, AND FAITH COMMUNITIES WITHIN THE WELLSTAR CONGREGATIONAL HEALTH NETWORK TO OFFER FREE PROSTATE CANCER SCREENINGS IN HIGH-RISK ZIP CODES. MOBILE MARKET PROGRAM IN 2020, WELLSTAR LAUNCHED A MOBILE MARKET PROGRAM TO FEED MORE THAN 700 METRO ATLANTA AT-RISK FAMILIES ACROSS SIX GEORGIA COUNTIES. IN COLLABORATION WITH GOODR, THE JOINT INITIATIVE ADDRESSES FOOD ACCESS FOR VULNERABLE COMMUNITIES IN WELLSTAR'S SERVICE AREAS. THE SPRING-SUMMER MOBILE MARKET PROGRAM INCLUDED SEVEN COMMUNITY-BASED LOCATIONS THAT PROVIDED FREE, FRESH AND HEALTHY FOOD OPTIONS MONTHLY TO 100 FAMILIES IN NEED AT EACH LOCATION. THROUGH WELLSTAR FOUNDATION AND VITAL COMMUNITY FUNDING, GOODR PROVIDED FOOD AND STAFFING SUPPORT FOR THIS PROGRAM, REGISTERED PARTICIPANTS AND PROVIDED IMPACT REPORTING EACH MONTH. WELLSTAR PROVIDED PROGRAM LOGISTICAL SUPPORT, PARTICIPANT INCENTIVES AND NUTRITION EDUCATION. NEW COMMUNITY PARTNERS HELPED RECRUIT VOLUNTEERS AND SET UP FOOD DISTRIBUTION SITES IN KEY SERVICE AREAS, INCLUDING COBB, TROUP, FULTON, SPALDING, PAULDING, AND D
FOOD RESCUE PROGRAMIN GEORGIA, FOOD RESIDUALS MAKE UP 12% OF LANDFILL WASTE ANNUALLY. THAT'S NEARLY 151 POUNDS OF FOOD PER GEORGIAN EVERY YEAR, A TOTAL OF 1.6 BILLION POUNDS OF TRASH ANNUALLY IN GEORGIA. THIS AMOUNT OF FOOD WASTE ALSO WASTES $1.92 BILLION EACH YEAR. IN PARTNERSHIP WITH SECOND HELPINGS ATLANTA AND GOODR, WELLSTAR LAUNCHED A FOOD RESCUE PROGRAM. THROUGH THIS PROGRAM, HIGH-QUALITY AND NUTRITIOUS FOOD FROM WELLSTAR EATERIES, INCLUDE SELECT HOSPITAL CAFETERIAS, IS PICKED UP AND REDISTRIBUTED TO NON-PROFIT ORGANIZATIONS THROUGHOUT WELLSTAR'S SERVICE AREA. BY RECAPTURING FRESH FOOD THAT MIGHT OTHERWISE BE DISCARDED, WE REDUCE FOOD WASTE WHILE GUARANTEEING ACCESS TO FRESH PRODUCE AND HEALTHY MEALS FOR EMERGENCY FOOD PROGRAMS AND INDIVIDUALS IN NEED. THE GOAL IS TO BECOME A ZERO-FOOD WASTE HEALTHCARE SYSTEM IN THE NEXT TEN YEARS. SINCE INCEPTION, WELLSTAR HAS DIVERTED OVER 26,000 POUNDS OF FOOD FROM LANDFILLS. OPERATION M.I.S.T. (MONITOR | INTERVENE | SURVIVE | THRIVE) OPERATION M.I.S.T. PROMOTES MATERNAL VITALITY BY REDUCING MATERNAL MORTALITY WITH A MISSION TO MONITOR PHYSIOLOGICAL CHANGES IN CONCEIVING, PREGNANT AND POSTPARTUM BIRTH GIVERS. WELLSTAR PARTNERS WITH OPERATION M.I.S.T TO PROVIDE SUPPORT FOR 40 BIRTH GIVERS FROM SPALDING AND BUTTS COUNTIES. PARTICIPANTS WILL USE GARMIN-POWERED SMART WATCHES TO MONITOR THEIR HEALTH STATUS, COLLABORATE WITH THEIR CARE TEAM, AND PROVIDE HEALTH EDUCATION AND PROMOTION. AS A WRAPAROUND SERVICE, WELLSTAR COMMUNITY HEALTH SUPPORT THIS PARTNERSHIP BY PROVIDING AN ASSESSMENT OF SOCIAL DETERMINANTS OF HEALTH (SDOH) AND RESOURCE REFERRAL CONNECTION FOR EACH OF THE PARTICIPANTS. PERINATAL KIT PROGRAM WITH HEALTHY MOTHERS, HEALTHY BABIES TO ADDRESS THE MATERNAL HEALTH CRISIS THROUGH AN EQUITY LENS, WELLSTAR COMMUNITY HEALTH AND WELLSTAR CENTER FOR HEALTH EQUITY HAS PARTNERED WITH HEALTHY MOTHERS, HEALTHY BABIES COALITION OF GEORGIA (HMHBGA). HMHBGA HAS IMPACTED THE HEALTH AND WELLBEING OF WOMEN, CHILDREN, AND FAMILIES FOR THE PAST 40 YEARS BY SUPPORTING THE COMMUNITY THROUGH DIRECT SERVICES, ADVOCACY, AND COMMUNITY EDUCATION. WELLSTAR'S PARTNERSHIP TO HELP EXPAND THE ORGANIZATION'S PERINATAL CARE PACKAGE PROJECT (PCP) PROVIDES SUPPORT TO PREGNANT AND POSTPARTUM BIRTH GIVERS AND ENCOURAGES POSITIVE MATERNAL HEALTH AND WELLNESS BY PROVIDING VITAL RESOURCES AND EDUCATION. THE PARTNERSHIP REACHES 150 BIRTH GIVERS PER MONTH WHO RESIDE IN GEORGIA'S MOST VULNERABLE COMMUNITIES. SINCE PARTNERSHIP INCEPTION, WELLSTAR HAS: . SUPPORTED EXPANDING THE MONTHLY REACH FROM 150 TO 200 BIRTH GIVERS; AND . PROVIDED EDUCATION ON COVID-19 AND MENTAL HEALTH RESOURCES IN THE COMMUNITY. WELLSTAR PARTNERS WITH MOREHOUSE SCHOOL OF MEDICINE TO SUPPORT AT-RISK POPULATIONS WELLSTAR HEALTH SYSTEM JOINED THE MOREHOUSE SCHOOL OF MEDICINE (MSM) NATIONAL COVID-19 RESILIENCY NETWORK (NCRN) OF PARTNERS TO FURTHER INFORM COMMUNITY-DRIVEN RESPONSE, RECOVERY AND RESILIENCY STRATEGIES FOR ADDRESSING THE IMPACT OF COVID-19 ON COMMUNITIES. IN RESPONSE TO THE NEEDS OF AT-RISK COMMUNITIES ACROSS THE HEALTH SYSTEM'S SERVICE AREAS, WELLSTAR HAS PARTNERED WITH THE MSM-NCRN AND ITS 40 NETWORK PARTNERS ACROSS THE U.S. TO COLLABORATE ON OFFERING COVID-19-RELATED SERVICES TO DISPROPORTIONATELY IMPACTED COMMUNITIES. WELLSTAR WAS THE FIRST GEORGIA-BASED HEALTH SYSTEM TO BECOME A NATIONAL PARTNER IN THIS IMPORTANT NEW INITIATIVE. THE MSM-NCRN COORDINATES A STRATEGIC AND STRUCTURED NATIONAL NETWORK OF NATIONAL, STATE/TERRITORIAL/TRIBAL AND LOCAL PUBLIC AND COMMUNITY-BASED ORGANIZATIONS THAT, TOGETHER, WORK TO MITIGATE THE IMPACT OF COVID-19 ON RACIAL AND ETHNIC MINORITY AND RURAL POPULATIONS. THE NETWORK HELPS TO PROVIDE AWARENESS OF CULTURALLY APPROPRIATE HEALTH EDUCATION INFORMATION AND LINKAGE TO CARE, HELPING ORGANIZATIONS AND FAMILIES RECOVER FROM PANDEMIC DIFFICULTIES. IN ADDITION TO EDUCATIONAL AND INFORMATIONAL RESOURCES IN AT LEAST 10 LANGUAGES TO ACCOMMODATE CULTURAL COMPETENCY, INITIATIVES WILL INCLUDE COVID-19 TESTING, VACCINATIONS FOLLOWING PHASES DIRECTED BY DPH AND TRAINING OPPORTUNITIES FOR COMMUNITY LEADERS. THROUGH THE WELLSTAR CONGREGATIONAL HEALTH NETWORK-OUR PARTNERSHIP WITH LOCAL FAITH COMMUNITIES-WELLSTAR MADE TESTING, VACCINES AND ACCURATE HEALTH INFORMATION MORE ACCESSIBLE TO THE PEOPLE WE SERVE BY HOSTING EVENTS AT PLACES OF WORSHIP AND VIRTUAL TOWN HALLS IN COLLABORATION WITH FAITH COMMUNITIES. COLLECTIVELY, NCRN HAS REACHED OVER 1 MILLION PEOPLE AND COUNTING, THROUGH VIRTUAL AND IN-PERSON EVENTS. IN ADDITION TO JOINING NCRN, WELLSTAR IS ALSO PART OF GEORGIA CEAL, ANOTHER INITIATIVE OF MOREHOUSE SCHOOL OF MEDICINE THAT ADDRESSES THE DISPROPORTIONATE IMPACT OF COVID-19 ON UNDERSERVED COMMUNITIES. WELLSTAR PARTNERS WITH CLARK ATLANTA UNIVERSITY FOR TRAINING AND DEPLOYMENT THE SOCIAL WORK STUDENT ROTATION PROGRAM IS SUPPORTED THROUGH COLLABORATION WITH CLARK ATLANTA UNIVERSITY'S WHITNEY M. YOUNG JR. SCHOOL OF SOCIAL WORK. MASTER'S LEVEL SOCIAL WORK STUDENTS SPEND AN ACADEMIC YEAR INTERNING WITH WELLSTAR COMMUNITY HEALTH, SUPPORTING INITIATIVES OF THE DEPARTMENT AS WELL AS PATIENTS OF WELLSTAR GME INTERNAL MEDICINE. THE ROTATION WILL ENSURE STUDENT UNDERSTANDING OF THE INFLUENCE OF SOCIAL DETERMINANTS OF HEALTH WITH HEALTH OUTCOMES. PATIENTS AND COMMUNITY MEMBERS WILL BENEFIT FROM IMPROVED ACCESS TO SOCIAL SUPPORT SERVICES TO IMPROVE THEIR HEALTH. PERSONS WHO RECEIVE SUPPORT FROM THE SOCIAL WORK STUDENT INTERN REPORT IMPROVED OVERALL WELL-BEING. WELLSTAR PARTNERS WITH SER FAMILIA TO PROVIDE "PROMOTORAS" SER FAMILIA SERVES AS COMMUNITY-BASED ORGANIZATION DRIVEN TO STRENGTHEN LATINO COUPLES AND FAMILIES TO ADDRESS THE LACK OF RESOURCES FOR LATINOS ACROSS THE ATLANTA METROPOLITAN AREA. WELLSTAR HEALTH SYSTEM HAS PARTNERED WITH SER FAMILIA TO ENLIST A "PROMOTORA" (ALSO, COMMUNITY HEALTH WORKER) TO SUPPORT COMMUNITY OUTREACH TO THE SPANISH-SPEAKING COMMUNITY. THE PROMOTORA ASSISTS WELLSTAR CENTER FOR HEALTH EQUITY IN DEVELOPING AND TRANSLATING CULTURALLY COMPETENT HEALTH EDUCATION MATERIALS, BUILDING RELATIONSHIPS WITH PARTNERS SERVING THE SPANISH-LANGUAGE COMMUNITY, AND ATTENDING COMMUNITY EVENTS TO ENSURE ACCESSIBILITY. IN FY2022 THE TOTAL UNCOMPENSATED CARE, OTHER COMMUNITY BENEFITS AND COMMUNITY INVESTMENTS PROVIDED BY WELLSTAR WAS OVER $ 1.2 BILLION. COMMITMENT TO THE COMMUNITY BREAKDOWN: CHARITY & INDIGENT (UNCOMPENSATED CARE COSTS) - $ 199,853,000 MEDICAID SHORTFALLS (UNCOMPENSATED CARE COSTS) - $ 32,549,000 MEDICARE SHORTFALLS (UNCOMPENSATED CARE COSTS) - $ 505,873,000 OTHER PATIENTS (UNCOMPENSATED CARE COSTS) - $ 140,298,000 TOTAL UNCOMPENSATED CARE - $878,573,000 OTHER COMMUNITY PROGRAMS (PARTICIPATION IN COALITIONS) - $ 361,000 OTHER COMMUNITY PROGRAMS (COMMUNITY HEALTH EDUCATION) - $ 310,000 OTHER COMMUNITY PROGRAMS (HEALTH CARE SUPPORT) - $ 15,388,000 TOTAL OTHER COMMUNITY PROGRAMS - $ 16,059,000 COMMUNITY INVESTMENTS (FUNDS BACK INTO INFRASTRUCTURE) - $ 333,495,000 COMMUNITY INVESTMENTS (ALLIED HLTH/MEDICAL EDUCATION) - $ 4,386,000 COMMUNITY INVESTMENTS (OPERATIONS - STAFF/SOFTWARE) - $ 916,000 TOTAL COMMUNITY INVESTMENTS - $ 338,797,000 WELLSTAR CONTINUES TO PARTICIPATE IN THE CENTER FOR MEDICARE AND MEDICAID SERVICES (CMS) MEDICARE SAVINGS PROGRAM AS AN ACCOUNTABLE CARE ORGANIZATION (ACO). WELLSTAR'S ACO IS ONE OF THE LARGEST ACOS IN GEORGIA AND IT HAS 2,903 PHYSICIANS INCLUDING 42,133 MEMBERS. THE ACO HAS BEEN RECOGNIZED AS ONE OF THE TOP 100 ACO'S IN THE COUNTRY. THE PROGRAM HAS BEEN SUCCESSFUL THROUGH A FOCUS ON WELLNESS AND THE IMPROVED MANAGEMENT OF CHRONIC ILLNESSES AND THE RELATED COORDINATION OF CARE, TO ENSURE PATIENTS, ESPECIALLY CHRONICALLY ILL, GET THE RIGHT CARE AT THE RIGHT TIME TO MAINTAIN THEIR OPTIMAL HEALTH AND AVOID THE NEED FOR HIGH-COST EMERGENCY AND HOSPITAL CARE.
WELLSTAR AWARDS RECEIVED FY23. THE TRAUMA SURGERY UNIT AT WELLSTAR KENNESTONE REGIONAL MEDICAL CENTER RECEIVED THE PRESTIGIOUS ACADEMY OF MEDICAL-SURGICAL NURSES (AMSN) PRISM AWARD, AN HONOR THAT RECOGNIZES EXCEPTIONAL NURSING PRACTICE, LEADERSHIP AND OUTCOMES IN HOSPITAL MEDICAL-SURGICAL UNITS. THE AWARD, WHICH STANDS FOR "PREMIER RECOGNITION IN THE SPECIALTY OF MED-SURG," IS THE FIRST OF ITS KIND, HONORING MED-SURG NURSING UNITS IN THE UNITED STATES AND INTERNATIONALLY. IT IS CO-SPONSORED BY THE AMSN AND MEDICAL-SURGICAL NURSING CERTIFICATION BOARD. THE AWARD IS GIVEN TO OUTSTANDING ACUTE CARE/MED-SURG UNITS OR ADULT/PEDIATRIC UNITS CLASSIFIED AS MED-SURG. . WELLSTAR COBB AND WELLSTAR WEST GEORGIA MEDICAL CENTERS RECEIVED THE GEORGIA OGLETHORPE AWARD FROM THE STERLING COUNCIL. THE STERLING COUNCIL IS A PUBLIC/PRIVATE NOT-FOR-PROFIT CORPORATION SUPPORTED BY THE EXECUTIVE OFFICE OF THE GOVERNOR. THE COUNCIL OVERSEES THE GOVERNOR'S STERLING AWARD FOR PERFORMANCE EXCELLENCE AND THE GEORGIA OGLETHORPE AWARD, WHICH IS BASED ON THE NATIONAL MALCOLM BALDRIGE AWARD, WITH AWARDS BEING PRESENTED ANNUALLY TO HIGH-PERFORMING, ROLE-MODEL ORGANIZATIONS, BOTH PRIVATE AND PUBLIC, THAT DEMONSTRATE SUPERIOR MANAGEMENT APPROACHES AND ROLE-MODEL RESULTS. . WELLSTAR KENNESTONE REGIONAL MEDICAL CENTER RECEIVED THE SUSTAINED EXCELLENCE AWARD FROM THE FLORIDA STERLING COUNCIL. THE GOVERNOR'S STERLING SUSTAINED EXCELLENCE AWARD IS DESIGNED TO ENABLE STERLING AWARD RECIPIENTS TO RETAIN THEIR ROLE MODEL STATUS. THIS HIGH-LEVEL ASSESSMENT PROCESS EXAMINES HOW WELL AN ORGANIZATION HAS STRENGTHENED, IMPROVED AND INNOVATED WINNING SYSTEMS TO ENSURE LONG-TERM SUCCESS AND SUSTAINABILITY IN A COMPETITIVE ENVIRONMENT. HIGHLY TRAINED EXAMINERS REVIEW AND EVALUATE THE APPLICATION AND CLARIFY AND VERIFY THE ORGANIZATION'S RESPONSES THROUGH INTERVIEWS WITH LEADERS AND PERFORMANCE EXCELLENCE PROFESSIONALS. . THE ATLANTA BUSINESS CHRONICLE NAMED WELLSTAR HEALTH SYSTEM AS ONE OF THE HEALTHIEST EMPLOYERS IN THE EXTRA-LARGE COMPANY CATEGORY, RECOGNIZING INNOVATIVE ORGANIZATIONS THAT HAVE CREATED ROBUST AND HEALTHY WORKPLACE PROGRAMS. THE ATLANTA BUSINESS CHRONICLE'S HEALTHIEST EMPLOYER AWARD IS BASED ON THE ANALYSIS OF OVER 60 SCORED QUESTIONS WITH MORE THAN 600 DATA POINTS FOR SCORING AND BENCHMARKING. . WELLSTAR HEALTH SYSTEM, ONE OF GEORGIA'S LARGEST AND MOST INTEGRATED HEALTH SYSTEMS, WAS RANKED IN THE TOP 10 BEST WORKPLACES IN HEALTH CARE BY FORTUNE IN THE LARGE COMPANY CATEGORY. TO DETERMINE THE BEST WORKPLACES IN HEALTH CARE LIST, GREAT PLACE TO WORK ANALYZED THE SURVEY RESPONSES OF OVER 161,000 EMPLOYEES FROM GREAT PLACE TO WORK-CERTIFIED COMPANIES IN THE HEALTHCARE INDUSTRY. . DIVERSITYINC INCLUDED WELLSTAR AMONG 20 ORGANIZATIONS ON ITS 2023 LIST OF TOP HOSPITALS AND HEALTH SYSTEMS FOR DIVERSITY. THE TOP HOSPITALS AND HEALTH SYSTEMS SPECIALTY LIST IS INCLUDED IN DIVERSITYINC'S ANNUAL TOP 50 COMPANIES FOR DIVERSITY RANKING, WHICH RECOGNIZES COMPANIES THAT HIRE, RETAIN AND PROMOTE WOMEN, MINORITIES, PEOPLE WITH DISABILITIES, LGBTQ+ INDIVIDUALS AND VETERANS. DIVERSITY IS SCORED ON SIX KEY AREAS: LEADERSHIP ACCOUNTABILITY, HUMAN CAPITAL DIVERSITY METRICS, TALENT PROGRAMS, WORKFORCE PRACTICES, SUPPLIER DIVERSITY AND PHILANTHROPY. . BECKER'S HOSPITAL REVIEW HAS NAMED WELLSTAR HEALTH SYSTEM AS ONE OF ITS SPINE AND NEUROSURGERY PROGRAMS TO WATCH. THIS LIST OF 53 HEALTH SYSTEMS AND HOSPITALS NATIONWIDE RECOGNIZES THOSE DEDICATED TO EXPANDING NEUROSURGICAL CARE AND PROVIDING WORLD-CLASS NEURO TREATMENTS. THOSE ON THE LIST HAVE EARNED NATIONAL RECOGNITION FOR HAVING TOP SPINE AND NEUROSURGERY PROGRAMS. . WELLSTAR HEALTH SYSTEM WAS NAMED BY FORTUNE AS ONE OF AMERICA'S MOST INNOVATIVE COMPANIES FOR 2023, WHICH HONORS 300 COMPANIES TRANSFORMING INDUSTRIES FROM THE INSIDE OUT. NEARLY EVERY COMPANY ON THIS LIST POSTED REVENUE GROWTH IN THE LAST THREE YEARS. FORTUNE PARTNERED WITH MARKET RESEARCH AND DATA COMPANY STATISTA TO COMPILE AMERICA'S MOST INNOVATIVE COMPANIES. THE LIST IS BUILT ON THREE PILLARS: PRODUCT INNOVATION, PROCESS INNOVATION AND INNOVATION CULTURE.
FORM 990, PART IV, LINE 12BAUDITED FINANCIAL STATEMENTS WELLSTAR HEALTH SYSTEM, INC WELLSTAR HEALTH SYSTEM, INC., AND ITS CONTROLLED AFFILIATES ARE AUDITED ON AN ANNUAL BASIS BY AN OUTSIDE AUDITING FIRM, KPMG, AND AS PART OF THAT AUDIT A CONSOLIDATED FINANCIAL STATEMENT IS ISSUED. THE INDEPENDENT AUDITORS REPORT INCLUDES THE ACCOUNTS OF WELLSTAR AND ITS CONTROLLED AFFILIATES INCLUDING COBB HOSPITAL, INC., DOUGLAS HOSPITAL INC., KENNESTONE HOSPITAL, INC., PAULDING MEDICAL CENTER, INC.,WELLSTAR ATLANTA MEDICAL CENTER, INC., WELLSTAR NORTH FULTON HOSPITAL, INC., WELLSTAR SPALDING REGIONAL MEDICAL CENTER, INC., WELLSTAR SYLVAN GROVE HOSPITAL, INC., WELLSTAR WEST GEORGIA MEDICAL CENTER, INC., WINDY HILL HOSPITAL, WELLSTAR MEDICAL GROUP, LLC AND VARIOUS OTHER OWNED ENTITES AS LISTED IN SCHEDULE R. ALL SIGNIFICANT INTERCOMPANY ACCOUNTS AND TRANSACTIONS HAVE BEEN ELIMINATED IN COMBINATION.
FORM 990, PART IV, LINE 24ATAX EXEMPT BOND REPORTING FOR PURPOSES OF THE FORM 990 REPORTING, WELLSTAR HEALTH SYSTEM, INC. (EIN 58-1649541) WILL LIST ALL TAX-EXEMPT BONDS ISSUED SINCE JANUARY 1, 2003, ON SCHEDULE K AS IT TYPICALLY ALLOCATES THE PROCEEDS OF THE BONDS TO MEMBERS OF THE OBLIGATED GROUP (INCLUDING THE HOSPITALS AND MEDICALGROUP). WELLSTAR ATLANTA MEDICAL CENTER, INC. REPORTS ITS SPECIFIC SHARE OF THE TAX-EXEMPT BOND LIABILITY ALLOCATION ON FORM 990, PART X, LINE 25 OTHER LIABILITIES DUE TO WHS, INC.
FORM 990, PART VI, SECTION A, LINE 7BPOWERS OF THE BOARD AS PER THE ARTICLES OF INCORPORATION, THE SOLE MEMBER OF THE ORGANIZATION IS WELLSTAR HEALTH SYSTEM, INC., A GEORGIA NONPROFIT CORPORATION. AS A SOLE MEMBER, WELLSTAR HEALTH SYSTEM, INC. HOLDS CERTAIN POWERS OF ELECTION AND APPROVAL IN CONNECTION WITH THE GOVERNING BODY OF THE ORGANIZATION. THESE POWERS ARE PRESENTED IN DETAIL IN THE GOVERNING DOCUMENTS WHICH THE COMPANY MAKES AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 11B BOARD REVIEW OF FORM 990 INTERNAL STAFF PREPARES THE ORGANIZATION'S FORM 990. BEFORE FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE AN EXTERNAL ACCOUNTING FIRM, PWC US TAX LLP, REVIEWS AND SIGN-OFFS ON THE COMPLETED RETURN OF EACH ORGANIZATION. THE ORGANIZATION'S CFO OR DESIGNEE SUBSEQUENTLY SIGNS THE RETURN FOR EITHER MANUAL OR ELECTRONIC FILING BY THE APPROPRIATE DUE DATE.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST POLICY OUR CONFLICT-OF-INTEREST POLICY REQUIRES ALL COVERED PERSONS TO ANNUALLY REVIEW THE POLICY AND THEN COMPLETE, SIGN AND RETURN THE CONFLICTS OF INTEREST SURVEY AND ATTESTATION TO THE COMPLIANCE OFFICE. THE POLICY REQUIRES AN ON-GOING DISCLOSURE OBLIGATION IN THE EVENT A CONFLICT ARISES DURING THE YEAR. THE FOLLOWING IS OUR PROCESS TO REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE THE POLICY: COMPLIANCE IDENTIFIES ALL COVERED PERSONS WHO MUST COMPLETE THE SURVEY AND ATTESTATION. COMPLIANCE VERIFIES THAT THE SURVEY AND ATTESTATION IS DISTRIBUTED TO THESE PERSONS. COMPLIANCE VERIFIES THAT THESE PERSONS RETURN A FULLY COMPLETED AND SIGNED SURVEY AND ATTESTATION. COMPLIANCE REVIEWS EACH COMPLETED AND SIGNED SURVEY AND ATTESTATION TO IDENTIFY ALL CONFLICTS LISTED IN THE DOCUMENT. ALL CONFLICTS, POTENTIAL CONFLICTS AND INCIDENCES OF NON-COMPLIANCE ARE REFERRED TO THE CHIEF COMPLIANCE OFFICER. THE CCO TAKES APPROPRIATE ACTION TO COMPLETELY RESOLVE ALL IDENTIFIED CONFLICTS AND INCIDENCES OF NON-COMPLIANCE.
FORM 990, PART VI, SECTION B, LINES 15A & 15BCOMPENSATION OF OFFICERS WELLSTAR HEALTH SYSTEM, INC. HAS ENGAGED SULLIVAN COTTER TO WORK WITH THE GOVERNING BOARD AND COMPENSATION COMMITTEE TO REVIEW AND RECOMMEND EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PROCESS AT WELLSTAR IS OVERSEEN BY A COMMITTEE OF INDEPENDENT TRUSTEES, WHICH FOLLOWS A BOARD-APPROVED EXECUTIVE COMPENSATION PHILOSOPHY. THE COMPENSATION COMMITTEE CONSISTS OF SIX TRUSTEES. THE CEO AND CHIEF HUMAN RESOURCES OFFICER PARTICIPATE IN AN ADVISORY ROLE, AND NOT AS VOTING MEMBERS. FURTHER IN COMMITTEE DISCUSSIONS ABOUT THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER, THE CEO RECUSES HIM/HERSELF FROM THAT PROCESS. THE EXECUTIVE COMPENSATION PHILOSOPHY EMPOWERS THE COMMITTEE TO OVERSEE THE EXECUTIVE COMPENSATION PROCESS AND ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM ON BEHALF OF THE FULL BOARD OF TRUSTEES OF WELLSTAR; PROVIDED, HOWEVER, THE FULL BOARD OF TRUSTEES EVALUATES AND APPROVES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. THE PHILOSOPHY REQUIRES ANNUAL DISCLOSURE OF THE COMMITTEE'S ACTION AND DECISION TO THE FULL BOARD, WHICH IT HAS DONE. THE COMMITTEE IS GUIDED BY THE BOARD-APPROVED PHILOSOPHY. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD FOR ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE. BASE COMPENSATION IS TARGETED AT THE MEDIAN BASE COMPENSATION PAID TO SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS ( THE MARKET). OFFICERS OF THE COMPANY ALSO RECEIVE VARIABLE COMPENSATION THAT IS DEPENDENT ON INDIVIDUAL AND ORGANIZATION PERFORMANCE. WHEN PERFORMANCE IS FULLY SUSTAINED AT A SATISFACTORY LEVEL, THE TOTAL COMPENSATION, BOTH BASE AND VARIABLE, IS INTENDED TO BE AT OR AROUND 75TH% OF COMPENSATION PAID TO SIMILAR ORGANIZATIONS. WELLSTAR'S EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET AS BEING COMPRISED OF COMPARABLE NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS, I.E. NOT FOR PROFIT ORGANIZATIONS SIMILAR IN COMPLEXITY AND SCALE TO WELLSTAR. TO ASSIST THE COMMITTEE IN FULFILLING ITS DUTIES, THE COMMITTEE ENGAGED SULLIVAN COTTER TO PROVIDE MARKET COMPENSATION DATA TO COMPARE TO THE WELLSTAR POSITIONS WHOSE COMPENSATION THE COMMITTEE OVERSEES. THE COMMITTEE USES THIS DATA TO PROVIDE CONTEXT WHEN MAKING DECISIONS IN ADMINISTERING THE COMPENSATION PROGRAM. ACCURATE MINUTES OF THE COMMITTEE'S DISCUSSION AND DECISIONS ARE RECORDED DURING EACH COMMITTEE MEETING AND REVIEWED AND PROVIDED TO THE FULL BOARD OF TRUSTEES REVIEW.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS MADE AVAILABLE TO THE PUBLIC THE ORGANIZATION AND ITS AFFILIATES ARE SUBJECT TO THE OPEN RECORDS LAW IN THE STATE OF GEORGIA. THEREFORE, BY LAW, CITIZENS ARE PERMITTED TO INSPECT AND COPY ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AS MAY BE REQUESTED FROM TIME TO TIME. ADDITIONALLY, THE ORGANIZATION'S FORM 990 IS MADE READILY AVAILABLE ON THE GUIDESTAR WEBSITE. PERIODICALLY, THE ORGANIZATION PUBLISHES A COMMUNITY BENEFIT REPORT ONCE A YEAR FOR DISTRIBUTION TO THE PUBLIC. IN ACCORDANCE WITH O.C.G.A SECTION 31-7-22 AND THE GEORGIA DEPARTMENT OF COMMUNITY HEALTH'S RULES AND REGULATIONS FOR HOSPITAL TRANSPARENCY CHAPTER 111-8-41 THE APPLICABLE DOCUMENTS ARE POSTED ON THE WELLSTAR.ORG WEBSITE IN THE WELLSTAR HOSPITAL TRANSPARENT INFORMATION SECTION. UNDER ITS CONTINUING DISCLOSURE AGREEMENTS FOR PUBLIC BONDS, OUTSTANDING FINANCIAL AND STATISTICAL INFORMATION IS POSTED AND REPORTED ON EMMA.MSRB.ORG ON A QUARTERLY AND ANNUAL BASIS.
FORM 990, PART VIIOFFICERS HOURS WORKED THE OFFICERS DEVOTE THEIR TIME TO ALL OF THE ORGANIZATIONS WITHIN WELLSTAR HEALTH SYSTEM THAT ARE LISTED IN SCHEDULE R, PART II. AS SUCH, THE TOTAL HOURS WORKED BY THE OFFICERS ACROSS ALL ORGANIZATIONS EXCEEDS 40 HOURS A WEEK.
FORM 990, PART VII & FORM 990, SCHEDULE JCOMPENSATION ALL COMPENSATION AMOUNTS REPORTED ON FORM 990, PART VII; PART IX, LINES 5-7; AND SCHEDULE J REPRESENT COMPENSATION PROVIDED TO INDIVIDUALS THAT PROVIDE SERVICES TO THE ORGANIZATION. LIKEWISE, THE NUMBER OF EMPLOYEES REPORTED ON PART V, LINE 2A REPRESENTS THE NUMBER OF INDIVIDUALS PROVIDING SERVICES TO THE ORGANIZATION. ALL FEDERAL EMPLOYMENT TAX RESPONSIBILITIES FOR THESE INDIVIDUALS (INCLUDING FEDERAL EMPLOYMENT TAX REPORTING RESPONSIBILITIES) ARE HANDLED BY WELLSTAR HEALTH SYSTEM, INC. (EIN 58-1649541).
FORM 990, PART XI, LINE 9OTHER CHANGES IN NET ASSETS FOR THE REPORTING PERIOD WELLSTAR HEALTH SYSTEM. HAD A CHANGE IN NET ASSETS OF $428,610,612 RELATED TO TRANSFERS TO AFFILIATES AS PART OF THE ALLOCATION OF INCOME STATEMENT AND BALANCE SHEET TRANSACTIONS OVER THE YEAR.
FORM 990 PART IX LINE 11GDESCRIPTION:PURCHASED SERVICES TOTAL FEES:XXX-XX-XXXX

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (18 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
WELLSTAR MEDICAL GROUP LLC
793 SAWYER ROADMariettaGA30062273818647HealthcareGA-$714,762,642$59,609,040WHS Inc
COBB GYNECOLOGISTS 2 LLC
793 SAWYER ROADMariettaGA30062020808099HealthcareGA$0WHS INC
SOUTH COBB OB-GYN 2 LLC
793 SAWYER ROADMariettaGA30062020808071HealthcareGA$0WHS INC
WELLSTAR PSYCHIATRY LLC
793 SAWYER ROADMariettaGA30062582500211HealthcareGA$0WHS INC
WellStar Kennestone OBGYN 2 LLC
793 SAWYER ROADMariettaGA30062300355553HealthcareGA$0WHS INC
WellStar Kennestone OBGYN LLC
793 SAWYER ROADMariettaGA30062582499183HealthcareGA$0WHS INC
WellStar Medical Specialists 2 LLC
793 SAWYER ROADMariettaGA30062753261729HealthcareGA$0WHS INC
WellStar Homecare Billing Services LLC
793 SAWYER ROADMariettaGA30062582479534HealthcareGA$0WHS INC
Wellstar Windy Hill Apothecary Bill Srv
793 SAWYER ROADMariettaGA30062562511925HealthcareGA$0WHS INC
Wellstar Home Health LLC
793 SAWYER ROADMariettaGA30062270277843HealthcareGA$0WHS INC
WELLSTAR CLNCL PARTNERS MEDICARE ACOLLC
793 SAWYER ROADMariettaGA30062273870970HealthcareGA$0WHS Inc
Wellstar Health Ventures LLC
793 SAWYER ROADMariettaGA30062453754932HealthcareGA$0WHS INC
Wellstar IPA LLC
793 SAWYER ROADMariettaGA30062581649541InsuranceGA$0WHS INC
Wellstar Community Hospice LLC
793 SAWYER ROADMariettaGA30062134350580HealthcareGA$0WHS INC
CATALYST BY WELLSTAR LLC
793 SAWYER ROADMariettaGA30062883730634HealthcareGA$0WHS INC
WellStar Clinical Partners LLC
793 SAWYER ROADMariettaGA30062581649541HEALTHCAREGA$0WHS INC
WELLSTAR RESTAURANT SERVICES LLC
793 SAWYER ROADMARIETTAGA30062581649541FOOD SERVICESGA$0WHS INC
WELLSTAR CLINICAL PARTNERS ATLANTA LLC
793 SAWYER ROADMARIETTAGA30062581649541HEALTHCAREGA$0WHS INC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
COBB HOSPITAL INC
793 SAWYER ROADMariettaGA30062580968382HealthcareGA501(C)(3)3WHS INCYes (true)
DOUGLAS HOSPITAL INC
793 SAWYER ROADMariettaGA30062582026750HealthcareGA501(C)(3)3WHS INCYes (true)
KENNESTONE HOSPITAL INC
793 SAWYER ROADMariettaGA30062582032904HealthcareGA501(C)(3)3WHS INCYes (true)
PAULDING MEDICAL CENTER INC
793 SAWYER ROADMariettaGA30062582095884HealthcareGA501(C)(3)3WHS INCYes (true)
WELLSTAR FOUNDATION INC
793 SAWYER ROADMariettaGA30062581627413FoundationGA501(C)(3)12 IIWHS INCYes (true)
WELLSTAR NORTH FULTON HOSPITAL INC
793 SAWYER ROADMARIETTAGA30062810851756HEALTHCAREGA501(C)(3)3WHS INCYes (true)
WELLSTAR SPALDING REGIONAL HOSPITALINC
793 SAWYER ROADMARIETTAGA30062810864789HEALTHCAREGA501(C)(3)3WHS INCYes (true)
WELLSTAR SYLVAN GROVE HOSPITAL INC
793 SAWYER ROADMARIETTAGA30062810875069HEALTHCAREGA501(C)(3)3WHS INCYes (true)
WEST GEORGIA MEDICAL CENTER INC
793 SAWYER ROADMARIETTAGA30062205497506HEALTHCAREGA501(C)(3)3WGHS INCYes (true)
WEST GEORGIA HEALTH SERVICES INC
793 SAWYER ROADMARIETTAGA30062205497622HEALTHCAREGA501(C)(3)12 IIWHS INCYes (true)
VERNON WOODS RETIREMENT COMMUNITY INC
793 SAWYER ROADMARIETTAGA30062582575049HEALTHCAREGA501(C)(3)10WGHS INCYes (true)
WEST GEORGIA HEALTH FOUNDATION INC
793 SAWYER ROADMARIETTAGA30062200936376FOUNDATIONGA501(C)(3)12 IIWGHS INCYes (true)
MEDICAL PARK FOUNDATION INC
793 SAWYER ROADMARIETTAGA30062581303478FOUNDATIONGA501(C)(3)7WGHS INCYes (true)
WELLSTAR ATLANTA MEDICAL CENTER INC
793 SAWYER ROADMARIETTAGA30062810837031HEALTHCAREGA501(C)(3)3WHS INCYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmt
KENNESTONE EAST PARKING DECK LLC
793 SAWYER ROADMARIETTAGA300622222200537100PARKINGGAWHS INCfalse$0
GRIFFIN IMAGING LLC
793 SAWYER ROADMARIETTAGA300622222IMAGING CENTERGANA
WELLSTAR SPALD EMSSPALD 911 LLC
793 SAWYER ROADMARIETTAGA300622222OFF.BLDG/EMSGANA
NORTH FULTON PARKING DECK LP
793 SAWYER ROADMARIETTAGA300622222PARKINGGANA
COBB SOUTH PARKING DECK LLC
793 SAWYER ROADMARIETTAGA300622222PARKINGGANA
SPALDING HEALTH SYSTEM LLC
793 SAWYER ROADMARIETTAGA300622222582148398PHYS. HOSP. ORGGAWHS INCfalse$0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCd
COMMUNITY ASSURANCE CO
3rd Fl Barclays Hse Shedden RdGeorge TownCJ581649541INSURANCECJWHS INCC CORP$47,614,501$236,072,3521.00000Yes (true)
WEST GEORGIA HEALTH PHYSICIANS INC
275125341PHYSICIAN PRAC.WGHS INCC CORPfalse793 SAWYER ROADMARIETTAGA300622222GA
WELLSTAR HEALTH PLAN INC
461922499HEALTH INSURANCEWHS INCC CORP$509,182$4,195,8691.00000Yes (true)793 SAWYER ROADMARIETTAGA300622222GA
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgYes (true)AssetPurchaseFromOtherOrgInd
Asset ExchangeYes (true)AssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (8 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
COBB HOSPITAL INC
Q$119,825,334ACTUAL COST
DOUGLAS HOSPITAL INC
Q$38,604,845ACTUAL COST
KENNESTONE HOSPITAL INC
Q$242,467,226ACTUAL COST
PAULDING MEDICAL CENTER INC
Q$42,458,434ACTUAL COST
WELLSTAR NORTH FULTON HOSPITAL INC
Q$40,789,416ACTUAL COST
WELLSTAR SPALDING REGIONAL HOSPITAL INC
Q$28,049,508ACTUAL COST
WELLSTAR SYLVAN GROVE HOSPITAL INC
Q$2,817,844ACTUAL COST
WEST GEORGIA MEDICAL CENTER INC
Q$42,588,428ACTUAL COST

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PART V, LINE 2FormAndLineReferenceDesc
ExplanationTHE DOLLAR AMOUNTS REPORTED ON FORM 990, SCHEDULE R, PART V, LINE 2 FOR WELLSTAR HEALTH SYSTEM, INC. INCLUDE THE OVERHEAD ALLOCATIONS TO AFFILIATES AND CONSISTS OF THE FOLLOWING TYPES OF TRANSACTIONS AS LISTED IN LINE 1 (A-R): H) EXCHANGE OF ASSETS, I) LEASE OF FACILITIES, EQUIPMENT, OR OTHER ASSETS TO OTHER ORGANIZATION(S), J) LEASE OF FACILITIES, EQUIPMENT, OR OTHER ASSETS FROM OTHER ORGANIZATION(S), K) LEASE OF FACILITIES, EQUIPMENT, OR OTHER ASSETS FROM RELATED ORGANIZATION(S), O) SHARING OF PAID EMPLOYEES, P) REIMBURSEMENT PAID TO OTHER ORGANIZATION(S), Q) OTHER TRANSFERS OF CASH OR PROPERTY TO OTHER ORGANIZATION(S), AND R) OTHER TRANSFERS OF CASH OR PROPERTY FROM OTHER ORGANIZATION(S).ExplanationTxt