ATRIUM HEALTH INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ATRIUM HEALTH INC (EIN 84-3647453)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349200409
- Schema version
- 2023v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T01:09:19-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843647453 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATRIUM HEALTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ATRI | BusinessNameControlTxt |
| Phone | 7046310487 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 32861 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28232 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADLEY A CLARK | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7046310487 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Total Revenue | $0 | TotalRevenueAmt |
| Total Expenses | $0 | TotalExpensesAmt |
| Excess Or Deficit For Year | $0 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $0 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $0 | NetAssetsOrFundBalancesEOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | ATRIUM HEALTH WILL OVERSEE AN INTEGRATED ACADEMIC AND COMMUNITY HEALTH SYSTEM THAT IS STEEPED IN INNOVATION AND POISED TO RESHAPE THE DELIVERY OF HEALTHCARE AND ACHIEVE THE HIGHEST AND SAFEST OUTCOMES IN THE COMMUNITIES IT SERVES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE ORGANIZATION WAS WAS ESTABLISHED BY THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY, A NORTH CAROLINA HOSPITAL AUTHORITY (CMHA), AND WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER, A NORTH CAROLINA NONPROFIT CORPORATION (WFBMC), FOR THE PRINCIPAL PURPOSE OF CREATING A SINGLE, INTEGRATED ACADEMIC AND COMMUNITY HEALTH SYSTEM. THE ORGANIZATION OVERSEES AN INTEGRATED ACADEMIC AND COMMUNITY HEALTH SYSTEM WITH OPERATIONS IN ALABAMA, GEORGIA, NORTH CAROLINA, AND SOUTH CAROLINA (THE "ENTERPRISE"). THE ENTERPRISE OPERATES WITHIN A FRAMEWORK INITIALLY ESTABLISHED BY THE TERMS OF THE HEALTH SYSTEM INTEGRATION AGREEMENT, DATED AS OF OCTOBER 9, 2019, AMONG THE CORPORATION, CMHA, WFBMC, WAKE FOREST UNIVERSITY HEALTH SCIENCES, NORTH CAROLINA BAPTIST HOSPITAL, AND WAKE FOREST UNIVERSITY (THE "INTEGRATION AGREEMENT") AND THEENTERPRISE AGREEMENT, DATED AS OF OCTOBER 9, 2020 BY AND AMONG THE CORPORATION, CMHA AND WFBMC (THE "ENTERPRISE AGREEMENT"), AS SUCH AGREEMENTS MAY BE AMENDED FROM TIME TO TIME.1 AS OF JULY 14, 2021, FLOYD HEALTHCARE MANAGEMENT, INC. ("FLOYD") BECAME AFFILIATED WITH THE ENTERPRISE PURSUANT TO THE TERMS OF A MEMBERSHIP SUBSTITUTION AGREEMENT, WHICH CALLS FOR THE INTEGRATION OF FLOYD'S HOSPITALS AND AFFILIATED PROVIDERS IN GEORGIA AND ALABAMA TO BE OPERATED AS PART OF THE ENTERPRISE IN ACCORDANCE WITH THE ENTERPRISE AGREEMENT.AS OF DECEMBER 2, 2022, THE ORGANIZATION ENTERED INTO A JOINT OPERATING AGREEMENT (THE "JOA") WITH ADVOCATE AURORA HEALTH, INC. (AAH), THROUGH THE CREATION OF ADVOCATE HEALTH, INC. (ADVOCATE HEALTH), WHICH WILL MANAGE AND OVERSEE AN INTEGRATED HEALTHCARE DELIVERY AND ACADEMIC SYSTEM CONSISTING OF THE ENTERPRISE AND CERTAIN AFFILIATES OF AAH (THE ENTERPRISE AND SUCH AFFILIATES OF AAH COLLECTIVELY REFERRED TOAS THE "SYSTEM"). | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| EUGENE A WOODS | ||||
| PRESIDENT & CEO | 1.00 | $0 | $0 | $0 |
| JULIE A FREISCHLAG MD | ||||
| CHIEF ACADEMIC OFFICER | 1.00 | $0 | $0 | $0 |
| BRETT J DENTON | ||||
| EVP & CHIEF LEGAL OFFICER, SECRETAR | 1.00 | $0 | $0 | $0 |
| JIM D DUNN PHD | ||||
| EVP & CHIEF PEOPLE/CULTURE OFF | 1.00 | $0 | $0 | $0 |
| CAROL A LOVIN | ||||
| EVP & CH INTEG OFF | 1.00 | $0 | $0 | $0 |
| SCOTT C RISSMILLER MD | ||||
| EVP & CH PHYS EXEC | 1.00 | $0 | $0 | $0 |
| RASU B SHRESTHA MD | ||||
| EVP & CH STRAT/TRANSFORM OFF | 1.00 | $0 | $0 | $0 |
| TERRY G WILLIAMS | ||||
| EVP & CH POP, CORP & GOVT AFFAIRS O | 1.00 | $0 | $0 | $0 |
| J MCLAIN WALLACE JR | ||||
| ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 |
| ANGELIQUE R VINCENT | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| DONALD E FLOW | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| GRACIE P COLEMAN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID THOMAS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 32861 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28232 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7046310487 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 12 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (12 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY | ||||
| 560529945 | 6 | Yes (1) | $0 | $0 |
| NORTH CAROLINA BAPTIST HOSPITAL | ||||
| 560552787 | 3 | Yes (1) | $0 | $0 |
| WAKE FOREST UNIVERSITY HEALTH SCIENCES | ||||
| 223849199 | 2 | Yes (1) | $0 | $0 |
| AHSNF INC | ||||
| 842727303 | 3 | Yes (1) | $0 | $0 |
| AH GEORGIA INC | ||||
| 831707383 | 10 | Yes (1) | $0 | $0 |
| THE MEDICAL CENTER OF CENTRAL GEORGIA INC | ||||
| 582149128 | 3 | Yes (1) | $0 | $0 |
| THE MEDICAL CENTER OF PEACH COUNTY INC | ||||
| 453765471 | 3 | Yes (1) | $0 | $0 |
| NAVICENT HEALTH BALDWIN INC | ||||
| 823914925 | 3 | Yes (1) | $0 | $0 |
| HEALTH SERVICES OF CENTRAL GEORGIA INC | ||||
| 582307485 | 3 | Yes (1) | $0 | $0 |
| POLK MEDICAL CENTER INC | ||||
| 453957368 | 3 | Yes (1) | $0 | $0 |
| FLOYD HEALTHCARE MANAGEMENT INC | ||||
| 581973750 | 3 | Yes (1) | $0 | $0 |
| ATRIUM HEALTH FOUNDATION | ||||
| 566060481 | 7 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 12 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |