2021-11-10T20:43:55-07:00 2020-12-31 135565207 KPMG LLP 500 W 5th Street Suite 800 Winston Salem NC 27101 990 2020-01-01 590634433 THE NEMOURS FOUNDATION NEMO 9046974100 10140 Centurion Parkway North Jacksonville FL 32256 Rodney McKendree CFO and Business Services Officer 9046975648 2021-11-09 1 Laura A Collins P00008888 3362753394 2021-11-06 1 11 1 AAL2 2020 2022-09-23 18:48:47Z R Lawrence Moss MD 10140 Centurion Parkway North Jacksonville FL 32256 1686442163 0 X www.nemours.org X 1936 FL Nemours mission is to provide leadership, institutions, and services to restore and improve the health of children through care and programs not readily available, with one high standard of quality and distinction regardless of the recipient's financial status. 13 13 9004 910 -263334 0 186693616 277858793 1264548232 1093775527 14688015 20082293 62532521 76262484 1528462384 1467979097 1945648 1379732 0 0 921917792 941660403 0 2185595 6492275 522185053 461713606 1446048493 1406939336 82413891 61039761 2285597717 2357235777 949548219 1019357611 1336049498 1337878166 Nemours mission is to provide leadership, institutions, and services to restore and improve the health of children through care and programs not readily available, with one high standard of quality and distinction regardless of the recipient's financial status. 0 0 1160001769 1379732 1166828833 See Schedule H, Part VI 0 0 0 1160001769 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 1 1 0 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 1 749 0 1 9004 1 1 1 1 CJ 0 0 1 1 1 1 0 0 0 0 1 0 X 13 13 1 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT FL GA HI IL KS MA MD MI MN MS NC ND NH NJ NM NV NY OH OR PA RI SC TN UT VA WA WI WV X Rodney McKendree CFO 9046974100 10140 Centurion Parkway North Jacksonville FL 32256 R Lawrence Moss President and CEO 40 0 X 1877742 0 248078 Christian Pizarro Chair of Cardiac Services - DV 40 0 X 2050069 0 55360 Peter D Wearden MD Chair, Cardiovascular Svcs FL, Dir of Early Autism 40 0 X 1629534 0 29468 Stephen Lawless SVP Chief Clinical Officer (former as of 4/2020) 40 1 X 1313011 0 38527 Tuan H Pham Surgeon 40 0 X 1253229 0 37945 Robert D Bridges EVP, Chief Executive Florida Operations 40 7 X 1112423 0 91660 Mary Lee EVP, Ent Chief Scientific Officer, Phys-in-Chief DE 40 1 X 1058862 0 98333 Suken A Shah Orthopaedic Surgeon 40 0 X 1063964 0 52552 Rodney A McKendree EVP, CFO and Business Svcs Officer 40 9 X 922686 0 165383 William G Mackenzie Chair, Orthopedics, DV 40 0 X 975856 0 51741 Michael J Erhard MD EVP, Physician-in-Chief, FL Ops 40 1 X 825602 0 117777 Deborah Platz SVP, General Counsel 0 0 X 933295 0 681 Dana N Bledsoe EVP, President NCH (former as of 1/2020) 40 0 X 894935 0 29832 Jay S Greenspan SVP, Special Adv for DV Network Ops Interim 40 0 X 842865 0 58252 Gina Altieri EVP, Enterprise Chief Communications Officer 40 0 X 806003 0 63261 Martha G McGill SVP, FL Network Operations 40 1 X 617684 0 83380 Chiedu P Adebi EVP, Chief Human Resources Officer 40 0 X 463943 0 93721 Bernard E Rice SVP, Chief Information Officer 40 0 X 432212 0 102685 Randall W Hartley SVP COO NCH 40 0 X 484067 0 20040 Mark Mumford EVP, Chief Exec DE Valley Operations 40 0 X 482833 0 17872 Jane M Mericle EVP, Chief Nursing Exec, Pt Ops Offcr, DE 40 0 X 422202 0 60178 William W Higginbotham II SVP, Finance 40 7 X 385528 0 88393 Pauline M Corso SVP, Chief Operating Officer DE Valley 40 0 X 392932 0 49740 Laura Kowal SVP, General Counsel 40 1 X 393053 0 44535 William Britton OVP Finance Delaware 40 0 X 361715 0 53889 Sarah Sanders SVP Chief of Marketing Officer 40 0 X 338713 0 66396 James Digan EVP, Enterprise Chief Development Officer 40 0 X 355257 0 35349 Carrie Grant EVP, Chief Nursing Exec, FL Ops 40 0 X 338168 0 51063 Ray J Hejmanowski VP, FL Practice Administrator 20 20 X 329120 0 54343 Ryan J Forman VP, DE Valley Finance 40 0 X 290256 0 40652 Roopnarine Hazarie Director, Quality/Safety & Performance-DV 40 0 X 252297 0 28005 Kirsten L Most Administrator Cardiac 40 0 X 212207 0 38820 Lori Polidore Sr Dir, Critical Care Svcs/Trauma/Transport/ED,DV 40 0 X 200034 0 34535 Deborah Chang SVP CH Policy & Prevention (former as of 3/2020) 40 0 X 186569 0 25999 Jonathan Pomazon Administrative Director 40 0 X 171494 0 24294 James D Tyner Administrative Director - Surgery 40 0 X 169683 0 17789 Beverly M Wingate FL Site Practice Administrator 40 0 X 158871 0 27943 Robert Riney Chairman of the Board and Officer 10 0 X X 173975 0 0 David J Bailey MD President and Chief Executive Officer 0 0 X 161057 0 0 Hugh M Durden Member 5 25 X 0 158496 0 Terri Kelly Member and Former Director 3.5 3.5 X 32150 115439 0 John S Lord Member 2 15 X 0 144719 0 Geoffrey M Rogers Member Director 2.5 8 X 0 144719 0 Thomas G Kuntz Member Director 2.5 8 X 0 144719 0 Cameron S Morrow Assistant Treasurer 40 0 X 110683 0 30817 W L Thornton Member 5 7 X 0 134097 0 Marylynn Girouard Manager Governance Office 40 0 X 99242 0 28051 John F Porter Member (former) 2 12 X 0 125591 0 Helen M Case EVP, Chief Nursing Exec, FL (former as of 2/2020) 40 0 X 118311 0 5890 Toni Jennings Director 3 0 X 84475 0 0 Richard Walsh Director and Officer 3.5 0 X X 83425 0 0 James S Hunt Director 5 0 X 78875 0 0 Linda D Norman Director 2.5 0 X 76475 0 0 Valerie Montgomery Rice Director 3 0 X 73925 0 0 Marc Probst Director 1.3 0 X 69625 0 0 Claire M DeMattis Director 4 0 X 69025 0 0 Rosa Hakala Director 2.5 0 X 67825 0 0 Jane Cavalier Luca Director 5.5 0 X 26650 0 0 J Michael Mcginnis Director (former) 0 0 X 26050 0 0 26350682 967780 2263229 1602 1 1 0 HSC Builders and Construction Manager 340 New Mill Lane Exton PA 19341 Building & Construction 20944126 ID Griffith Inc 735 S Market Street Wilmington DE 19801 Building & Construction 12951082 Crothall Health Care Inc 13028 Collection Center Drive Chicago IL 60693 Housekeeping & Laundry SV 11947890 Turner Construction Company 1500 Spring Garden St Ste 220 Philadelphia PA 19130 Building & Construction 8201562 Hatzel and Buehler Inc 1 Righter Parkway Suite 110 Wilmington DE 19803 Building & Construction 7538647 203 0 0 947754 197691894 61357832 17861313 459547 277858793 Net patient service revenue 900099 1068972482 1068972482 0 0 Net research grants 900099 23749179 23749179 0 0 Electronic health record revenue 900099 1053866 1053866 0 0 0 0 0 0 1093775527 7288229 0 -263334 7551563 0 0 0 0 2491385 0 0 2491385 704706 0 0 0 704706 0 704706 0 0 704706 231108343 0 218314279 0 12794064 0 12794064 0 0 12794064 161874 947754 148787 13087 0 13087 0 0 0 0 0 0 0 0 0 0 0 0 Specialized services 900099 56663473 56663473 0 0 Graduate medical education training 900099 6351322 6351322 0 0 Continuing medical education 900099 960808 960808 0 0 9077703 9077703 0 0 73053306 1467979097 1166828833 -263334 23554805 999716 999716 380016 380016 0 0 0 0 14255129 0 14255129 0 7159064 0 7159064 0 740786150 632367031 105688123 2730996 44266648 37862080 6243242 161326 87669787 75062004 12289562 318221 47523625 40738058 6614644 170923 0 0 0 0 2965052 1562912 1395084 7056 649759 342495 305718 1546 699711 0 699711 0 2185595 2185595 0 0 0 0 79294267 55369517 23760463 164287 4725952 4248925 366881 110146 142684776 129944134 12625572 115070 26617916 15836473 10768140 13303 0 0 0 0 45401466 37278387 8061214 61865 3073878 2503194 521574 49110 0 0 0 0 1810946 1539773 254635 16538 8377356 8377356 0 0 0 0 0 0 88655252 70600901 17838916 215435 23480671 23153192 327479 0 Maintenance contracts - misc 9145739 4151689 4990306 3744 Subscriptions (mags & db), books 9059302 8331054 722914 5334 Repairs and maintenance 8085212 3670264 4411638 3310 6986351 5682598 1145283 158470 1406939336 1160001769 240445292 6492275 407801935 397832760 48944104 49279478 11185392 17372926 177036883 169256359 0 0 0 0 0 0 6417363 6189118 15403479 17179574 2041606456 964908446 1063923135 1076698010 326065506 388208488 129992806 137531346 0 0 4099406 3651358 94727708 94036360 2285597717 2357235777 155853044 168948809 0 0 4300428 9149209 269246816 260483249 0 0 0 0 94545000 93235000 0 0 425602931 487541344 949548219 1019357611 X 1083658944 1060153371 252390554 277724795 1336049498 1337878166 2285597717 2357235777 X 61039761 18603002 0 0 0 -77814095 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2000 869633 871633 1406067703 1406939336 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 642301 669485 951520 871633 3134939 250000 250000 250000 250000 1000000 1500000 2000 2000 2000 2000 8000 Schedule C, Part II-A, Line 1a Nemours is not affiliated with any groups and did not exceed either the lobbying or grass roots expenditure ceiling. 0 3386733 0 0 X X X 0 249508774 6734086 22659042 0 12431024 175167 266295711 218594430 9610720 31666343 0 10157031 205688 249508774 236912691 7706794 -13556218 0 12310285 158552 218594430 219937024 7176387 22791582 0 12789966 202336 236912691 213014884 4694650 12401609 0 10010223 163896 219937024 0 0.035 0.965 0 0 91095 111767518 111858613 0 903202846 377204256 525998590 0 59895439 26810976 33084463 0 893083975 560893214 332190761 0 73565583 0 73565583 1076698010 Partnerships 20775482 F Hedge Funds 62354527 F Private Equity 33102102 F Real Estate 21299235 F 137531346 Self-insurance reserves 92425635 Liabilities for pension benefits 315352376 Finance and operating leases 79763333 487541344 X 1484012413 5363249 0 0 37563695 42926944 1441085469 0 26893628 26893628 1467979097 1446969870 0 0 0 40030534 40030534 1406939336 0 0 0 1406939336 Schedule D, Part III, Line 4 The Nemours Estate is the 300-acre estate of the late industrialist and philanthropist Alfred I. duPont. The mansion is located on the grounds of the renowned Alfred I. duPont Hospital for Children in Wilmington, Delaware. It derives its name from the town in France represented by Mr. duPont's great-great-grandfather, Pierre Samuel duPont de Nemour. The mansion was built from 1909 to 1910 and is a fine example of a French chateau in the style of Louis XVI. The 47,000 sq. ft. mansion looms over the surrounding formal gardens and is furnished with fine antiques, famous works of art, beautiful tapestries, and other treasures. The grounds surrounding the mansion extend for one third of a mile along the main vista from the house, and are among the finest examples of French-style gardens in the United States. The mansion and gardens are open for tours between May and December. Tour groups are kept small and include expert commentary by guides familiar with the duPont family history. Schedule D, Part V, Line 4 Nemours' endowments have been established for a variety of purposes including ophthalmology, orthopaedic, dental and research. Schedule D, Part X, Line 2 Nemours, Pediatric Medical Services of Florida Inc (PMSI), Nemours New Jersey Physician Practice (NJPP), Delaware Children's Health Network (DCHN) and Cruden are exempt from federal income taxes on related income under Section 501(a) of the Internal Revenue Code as organization described in Section 501(c)(3) and are also exempt from state income taxes. Dornoch is exempted through 2022 from all local income, profit or capital gains taxes under the Cayman Islands Tax Concessions Law. Management believes that the unrelated business income generated by Nemours is not material to the combined financial statements. Schedule D, Part XI, Line 2d Net assets released from restriction - Ed Ball $6,308,503 plus Net assets released from restriction - donations $3,113,650 plus Nemours New Jersey Physician Practice PC (subsidiary) total revenue $6,414,452 plus Pediatric Medical Services of Florida Inc (subsidiary) total revenue $21,727,090 equals $37,563,695. Schedule D, Part XI, Line 4b Temporarily restricted contributions and pledges $15,306,389 plus temporarily restricted investment income $1,396,456 plus temporarily restricted realized gains $8,022,833 plus Pediatric Medical Services of Florida Inc (subsidiary) management fee $2,713,454 less fundraising expenses $148,792 less temporarily restricted investment expenses $175,165 less net assets released from restrictions used for capital purchases $221,547 equals $26,893,628. Schedule D, Part XII, Line 2d Fundraising expenses $148,792 plus Nemours New Jersey Physician Practice PC (subsidiary) operating expenses $12,963,961 plus Pediatric Medical Services of Florida Inc (subsidiary) operating expenses $29,631,234 less Pediatric Medical Services of Florida Inc management fee $2,713,454 equals $40,030,534. Russia and the newly independent States 0 0 Investments 58433497 Central America and the Caribbean 0 0 Investments 58177569 Europe (including Iceland and Greenland) 0 0 Investments 8813653 Sub-Saharan Africa 0 0 Investments 6584031 Middle East and North Africa 0 0 Investments 3541323 East Asia and the Pacific 0 0 Investments 1915836 South Asia 0 0 Investments 1827135 South America 0 0 Investments 1217938 North America (including Canada and Mexico, but not the United States) 0 0 Investments 185330 Europe (including Iceland and Greenland) 0 0 Program Services Investment Management 49135 0 0 140745447 1 0 1 1 1 1 X X X X X X X 1 Community Counselling Service Co LLC 2001 Market Street Suite 2500 Philadelphia PA 19103 Provides consulting to optimize current and implement new fundraising events. 0 0 2185595 -2185595 0 2185595 -2185595 AK AL AR CA CO CT DC FL GA HI IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN TX UT VA WA WI WV Night w/ Nemours 180765 159503 21262 0 0 0 0 0 2000 Golf for the Kids 178287 145726 32561 0 0 0 13940 2000 21746 23 748685 642525 106160 0 0 18678 4471 32154 53798 1107737 947754 159983 0 0 18678 18411 34154 77544 148787 11196 1 1 X 1 X 2.5 1 X 1 1 1 0 1 1 11682035 -620298 12302333 0.0085 665771349 503356391 162414958 0.1122 0 0 0 0 0 0 677453384 502736093 174717291 0.1207 26067277 7171385 18895892 0.0131 9287947 7006502 2281445 0.0016 0 0 0 0 39875192 12909954 26965238 0.0186 1172641 0 1172641 0.0008 0 0 76403057 27087841 49315216 0.0341 0 0 753856441 529823934 224032507 0.1548 1 0 0 1364270 2133481 -769211 X 1 1 2 1 Alfred I duPont Hospital for Children 1600 Rockland Road Wilmington DE 19803 www.nemours.org HSPTL-003; DE X X A 2 Nemours Children's Hospital 6535 Nemours Pkwy Orlando FL 32827 www.nemours.org 4509; FL X X A A 0 0 1 X X X X X X X X X 19 1 0 0 1 X www.nemours.org/community X 1 19 1 www.nemours.org/community 0 0 1 X 250 300 X X X 1 1 X X X 1 X See Section C, Line 16 X See Section C, Line 16 X See Section C, Line 16 X X X X X 1 X 0 X X X 1 X 0 0 Schedule H, Part V, Section B, Line 3-Group A Nemours conducted a Child & Adolescent Community Health Needs Assessment (CHNA) in 2019 for Alfred I duPont Hospital for Children and Nemours Children's Hospital. The CHNA reports can be found at https://www.nemours.org/about/community-health-needs.html. Schedule H, Part V, Section B, Line 5-Group A As part of the Child & Adolescent Community Health Needs Assessment (CHNA), Nemours solicited information from multiple key informants: physicians, other health professionals, social service providers, business leaders, public health representatives and other community leaders. A list of these key informants can be found in the Nemours CHNA reports. Schedule H, Part V, Section B, Line 11-Group A See the implementation plan and progress reports located at https://www.nemours.org/about/community-health-needs.html Schedule H, Part V, Section B, Line 16-Group A http://www.nemours.org/patientfamily/financialassistance.html Schedule H, Part V, Section B, Line 18e-Group A Nemours utilizes its own internal collections department in order to address non-payment by patients who have not been qualified for financial assistance in a sensitive manner. Schedule H, Part V, Section B, Line 20a-Group A No ECAs are permitted. 54 Nemours duPont Pediatrics Wilmington Nemours Children's Hospital Delaware 1600 Rockland Road Wilmington DE 19803 PEDIATRIC PRIMARY CARE AND SPECIALTY CARE CLINIC Nemours Children's Specialty Care Orlando Downtown 1717 South Orange Avenue Suite 100 Orlando FL 32806 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Lake Mary 3300 West Lake Mary Blvd Suite 100 Lake Mary FL 32746 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Lake Nona 9368 Narcoossee Road Suite 105 Orlando FL 32827 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Oak Street 841 E Oak St Kissimmee FL 34744 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Winter Garden 2020 Daniels Road Suite B Winter Garden FL 34787 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Jacksonville 807 Childrens Way Jacksonville FL 32207 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Brunswick Southeast Georgia Health System Brunswick Campus 3025 Shrine Road Suite 350 Brunswick GA 31520 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Daytona Beach Easter Seats Building 1219 Dunn Ave Daytona Beach FL 32114 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Fleming Island Baptist Clay Medical Center Campus 1747 Baptist Clay Drive Suite 130 Fleming Island FL 32003 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Jacksonville South 14785 Old St Augustine Road Suite 200 Jacksonville FL 32258 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Lake City 3650 NW Devane St Lake City FL 32055 PEDIATRIC SPECIALTY CARE CLINIC Nemours dupont Pediatrics Philadelphia 833 Chestnut St E Suite 300- Primary Care Philadelphia PA 19107 PEDIATRIC PRIMARY CARE AND SPECIALTY CARE CLINIC Nemours Children's Clinic Pensacola 8331 North Davis Highway Pensacola FL 32514 PEDIATRIC SPECIALITY CARE CLINIC Nemours Children's Clinic Bonifay 3120 Southride Lane Bonifay FL 32425 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Ft Walton Beach 341 Racetrack Road NW Ft Walton Beach FL 32547 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Tallahassee 2418 E Plaza Drive Tallahassee FL 32308 PEDIATRIC SPECIALITY CARE CLINIC Nemours Children's Specialty Care Panama City 2202 State Ave Suite 102 Panama FL 32405 PEDIATRIC SPECIALTY CARE CLINIC Nemours duPont Pediatrics Bryn Mawr Bryn Mawr Medical Arts Pavilion 825 Old Lancaster Road Suite 250 Bryn Mawr PA 19010 PEDIATRIC SPECIALITY CARE CLINIC AND SURGICAL CENTER Nemours duPont Pediatrics Middletown 200 Cleaver Farm Road Suite 201 Middletown DE 19709 PEDIATRIC PRIMARY CARE CLINIC Nemours duPont Pediatrics Paoli 1676 Lancaster Ave Paoli PA 19301 PEDIATRIC PRIMARY CARE CLINIC Nemours duPont Pediatrics Seaford 49 Fallon Ave Seaford DE 19973 PEDIATRIC PRIMARY CARE CLINIC Nemours duPont Pediatrics Media 295 E Baltimore Ave Media PA 19063 PEDIATRIC PRIMARY CARE CLINIC Nemours duPont Pediatrics Deptford 1280 Almonesson Road Deptford NJ 08096 PEDIATRIC SPECIALTY CARE CLINIC AND SURGERY CENTER Nemours duPont Pediatrics Saint Francis Saint Francis Medical Services Building 701 N Clayton St Suite 400 Wilmington DE 19805 PEDIATRIC PRIMARY CARE CLINIC Nemours duPont Pediatrics Dover 201 Towne Centre Drive Suite 500 Dover DE 19904 PEDIATRIC PRIMARY CARE CLINIC Nemours duPont Pediatrics Collegeville 100 Campus Drive Building A Collegeville PA 19426 PEDIATRIC PRIMARY CARE CLINIC Nemours duPont Pediatrics Foulk Road Foulkstone Plaza 1405 Foulk Road Suite 101 Wilmington DE 19803 PEDIATRIC PRIMARY CARE CLINIC Nemours duPont Pediatrics Villanova Villanova Center 789 East Lancaster Avenue Suite 10 Villanova PA 19085 PEDIATRIC PRIMARY CARE CLINIC Nemours duPont Pediatrics Jessup Street 1602 Jessup Street Wilmington DE 19802 PEDIATRICS PRIMARY CARE CLINIC Nemours duPont Pediatrics Pike Creek 100 S Riding Blvd 1st Floor Wilmington DE 19808 PEDIATRIC PRIMARY CLINIC Nemours Children's Urgent Care Kissimmee-Osceola 750 Centerview Blvd Suite Kissimmee FL 34741 PEDIATRIC URGENT CARE CLINIC Nemours duPont Pediatrics Newark 200 Biddle Ave Suite 100 Newark DE 19702 PEDIATRICS PRIMARY CARE CLINIC Nemours duPont Pediatrics Becks Woods 141 Becks Woods Drive Bear DE 19701 PEDIATRIC PRIMARY CARE CLINIC Nemours duPont Pediatrics Concordville 1020 Baltimore Pike Suite 300 Glen Mills PA 19342 PEDIATRICS PRIMARY CARE CLINIC Nemours duPont Pediatrics Exton 101 Arrandale Blvd Suite 103 Exton PA 19341 PEDIATRICS PRIMARY CARE CLINIC Nemours duPont Pediatrics Milford 703 North duPont Blvd Teal Creek Plaza Milford DE 19963 PEDIATRIC PRIMARY AND SPECIALITY CARE CLINIC Nemours duPont Pediatrics Glen Mills 101 Applied Bank Blvd Suite 11 Glen Mills PA 19342 PEDIATRIC SPECIALTY CARE CLINIC Primary Care Millsboro Nemours duPont Pediatrics Millsboro 30265 Commerce Drive Suite 101 Millsboro DE 19966 PEDIATRIC PRIMARY CARE CLINIC Nemours duPont Pediatrics Vineland 2950 College Drive Suite 2B Vineland NJ 08360 PEDIATRIC SPECIALTY CARE CLINIC Nemours duPont Pediatrics Wayne 110 W Lancaster Ave Wayne PA 19087 PEDIATRICS PRIMARY CARE CLINIC Nemours duPont Pediatrics Newton Square Main Line Health Center 3855 West Chester Pike Suite 280 Newton Square PA 19073 PEDIATRIC SPECIALITY CARE CLINIC Urgent Care Waterford Lakes Nemours Children's Health Waterford Lakes 651 North Alafaya Trail Orlando FL 32828 PEDIATRIC URGENT CARE CLINIC Specialty Care Willow Grove Nemours duPont Pediatrics Willow Grove 2500 Maryland Road Suite 510 Milford DE 19963 PEDIATRIC SPECIALTY CARE CLINIC Nemours duPont Pediatrics Cherry Hill Cherry Hill 325 Marlton Pike East Cherry Hill NJ 08034 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Urgent Care Lake Nona 9368 Narcoossee Road Suite 105 Orlando FL 32827 PEDIATRIC URGENT CARE CLINIC Nemours duPont Pediatrics Lancaster 2128 Embassy Drive Lancaster PA 17603 PEDIATRIC SPECIALTY CARE CLINIC Sports Medicine Wilmington Riverfront Fieldhouse 401 Garasches Lane Wilmington DE 19801 SPORTS MEDICINE Nemours Senior Care Wilmington 1600 Rockland Road Wilmington DE 19803 HEALTH CLINIC Nemours Children's Urgent Care Sanford 1149 Rinehart Road Sanford FL 32771 PEDIATRIC URGENT CARE CLINIC Nemours Senior Care Milford 915 North duPont Blvd Milford DE 19963 HEALTH CLINIC Nemours Children's Specialty Care Titusville The Childrens Center of Parrish Medical Center 5650 S Washington Ave Titusville FL 32780 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Davenport 410 Lionel Way Davenport FL 33837 PEDIATRIC SPECIALTY CARE CLINIC Nemours duPont Pediatrics Upland Crozer Chester Medical Center One Medical Center Blvd Suite 443 Upland PA 19013 PEDIATRIC SPECIALTY CARE CLINIC Schedule H, Part I, Line 6a The Nemours 2020 Report to Our Communities entitled, "Beyond" can be found at https://www.nemours.org/about/financial-benefit-to-the-community.html. Schedule H, Part I, Line 7 Nemours calculated the amounts included in Part I, Lines 7a-b utilizing the methodology provided in the various worksheets included in the instructions for Schedule H of Form 990. These worksheets include Worksheet 1, Charity Care at Cost, Worksheet 2, Ratio of Patient Care Cost-to-Charges and Worksheet 3, Unreimbursed Medicaid and Other Means-Tested Government Programs. Schedule H, Part I, Line 7a Financial Assistance at Cost - Nemours' mission is to "provide leadership, institutions, and services to restore and improve the health of children through care and programs not readily available, with one high standard of quality and distinction regardless of the recipient's financial status." COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS: During 2020, Nemours continued to focus on leadership and programs dealing with not just health care, but also areas of children's health promotion and disease prevention. Through various programs, Nemours subsidized prevention and children's health programs totaling nearly $15.0 million. Nemours provided a variety of community health services for more than 12,500 of Delaware's low-income senior citizens of approximately $3.9 million. These outpatient health care services included dental care, eye examinations and eyeglasses, as well as hearing tests and hearing aids at the Nemours Senior Care. RESEARCH: Nemours continues to improve children's lives through the power of discovery. However, new discoveries are not enough. We are integrating research findings at the bedside and exam room where it has the greatest impact on children. In total, Nemours subsidized health research approximates $27.0 million during 2020 with more than 515 research projects under the direction of more than 164 funded researchers and principal investigators. EDUCATION & TRAINING OF HEALTH PROFESSIONALS : Nemours continues to train the next generation of pediatric specialists through affiliations with Thomas Jefferson University, the Mayo Clinic Medical College and others. In 2020, Nemours hosted 956 residents and 859 medical students and provided fellowship rotations for 94 physicians. Nemours supported education and training programs for health professionals of nearly $2.3 million. UNCOMPENSATED MEDICAL CARE: Nemours' services classified as "charity care" or where the recipient could not afford services or lacked adequate health insurance, was nearly $12.3 million in 2020. Nemours also covers the costs in excess of government payments for services provided to Medicaid and other public health beneficiaries of nearly $163.8 million. All totaled, uncompensated care for 2020 approximates $174.7 million. Schedule H, Part III, Section A, Line 2 Implicit Price Concessions are calculated according to Generally Accepted Accounting Principles (GAAP). Schedule H, Part III, Section A, Line 4 In the Nemours Children's Hospital and Alfred I duPont Hospital for Children audited financial statements, see footnote 2 located on pages 13 and 39 respectively, for a description of implicit price concession. Schedule H, Part III, Section B, Line 8 The entire shortfall related to Medicare reported on line 7 should be considered a community benefit. Nemours is bearing the burden of providing care in excess of our costs to those Medicare patients. The source of the Medicare allowable costs comes from the 2020 Medicare Cost Reports. Schedule H, Part III, Section C, Line 9b The Nemours financial assistance policy applies to all of the facilities that it operates. Debt collection is not pursued against patients who qualify for the financial assistance program. Schedule H, Part VI, Line 2 Nemours assesses the healthcare needs of these communities using various methods. For example, Nemours community relations team is active at all sites to identify specific community needs for children. At Nemours, we seek to understand the health needs of the families who live in the communities we serve. Nemours has clinical operations in communities in Delaware, southeastern Pennsylvania and southern New Jersey (referred to as the Delaware Valley), Maryland and Florida. Nemours is committed to improving the health of children, even those who never enter our doors. To do this effectively, Nemours conducts community health needs assessments (CHNAs) then explores potential strategies to influence them. The CHNA can be found at www.nemours.org/community. The "areas of opportunity" listed below represent the significant health needs of children and adolescents in the communities our hospitals serve. Areas of opportunity in the Delaware Valley: access to health services and behavior outcomes, substance use and abuse, access to mental health care, mental health and trauma, social determinants of health, housing and transportation, nutrition, physical activity and weight, youth activities and community safety. Areas of opportunity in Central Florida: access to health services, health education injury and safety, mental health, nutrition, physical activity and weight, allergies, oral health, neurological conditions, cognitive and behavioral conditions, vision, hearing, and speech. Nemours seeks to educate families about children's health and parenting through its website (KidsHealth.org). KidsHealth helps families by enabling parents, kids and teens to better understand and take mastery of their own health. Nemours creates integrated suites of physician-reviewed, family-friendly, engaging media that provide families with knowledge, perspective, advice and comfort. Schedule H, Part VI, Line 3 All of Nemours hospital and clinic locations share the same practice of educating patients and their families in the eligibility process. Information regarding financial assistance can be found on our website at https://www.nemours.org/patientfamily/financialassistance.html. Nemours employs Financial Advocates, as well as engages independent firms (collectively referred to as Financial Advocates) to assist in determining Medicaid eligibility. The Financial Advocates, some of whom are multi-lingual, work with families to educate and assist them with form completion regarding any program for which they might be eligible, including programs in the state of residence. Patients that arrive for an appointment at one of our practices, or are admitted to or present to the emergency room at AIDHC or NCH as "self-pay" are screened for Medicaid eligibility. The Financial Advocates follow up directly with the respective State regarding their decision/determination. Certain Financial Advocates may go to the family's home, if necessary. In some instances, certain Financial Advocates will ask for and receive limited power of attorney, in an effort to assist the family with the Medicaid eligibility process. To benefit from Nemours' Financial Assistance Program, a family must participate in the Medicaid eligibility process described above first. Through that process, Nemours assesses eligibility for our charity care program, which is based on Federal Poverty Guidelines as indicated in Schedule H, Part I, lines 3a and b. Eligibility for the Nemours Financial Assistance Program is completed by the Financial Advocates. Personnel at AIDHC have also established the Family Advisory Council (FAC), a group of parents whose children have had services at AIDHC. The purpose of the FAC is to obtain feedback from families about additional ways Nemours can assist with financial eligibility issues. In an effort to perform proactive outreach in the Delaware Valley, Nemours' Financial Advocates go to our various locations, as well as local Community Health Center facilities. Both types of places represent a source from which families come to Nemours. Such visits focus on educating families about the various funding sources for which they might be eligible. Nemours is Community Partners with Delaware and Pennsylvania State Medicaids. Schedule H, Part VI, Line 4 Nemours' clinical operations include two children's hospitals and multiple outpatient clinics. In Wilmington, Delaware, Nemours operates specialty and primary care children's clinics and a health clinic for the elderly. Nemours' service area includes 23 counties throughout Delaware, southeastern Pennsylvania, and southern New Jersey. Based on the April 2020 Population Census results, an estimated 206,900 children and youth under the age of 18 lived in Delaware (https://www.census.gov/quickfacts/DE) compromising approximately 20.9% of the area's total population (US Census Bureau, 2020). In 2019, Delaware's under-18 population was comprised primarily of 48% Non-Hispanic White, 25% Non-Hispanic Black and 16% Hispanic/Latino (datacenter.KidsCount.org, 2019) compared to 50% Non-Hispanic White, 14% Non-Hispanic Black and 26% Hispanic/Latino nationally (KidsCount, 2019). Household income level can have a significant impact on the health status of children living in the household. Overall, the percentage of children and youth in Delaware (16%) living below 100% of the Federal Poverty Level (FPL) (KidsCount, 2019) is relatively the same as the national rate of children in poverty (17%) (KidsCount, 2019). Approximately 43% of the area's children and youth live in households with incomes below 250 percent of the poverty level (KidsCount, 2019). The vast majority of children and youth in Delaware (95%) have health insurance coverage, but approximately 34% are covered by public health insurance programs such as Medicaid/CHIP (KidsCount, 2019). Nemours' clinical operations in Florida include a children's hospital in Orlando, and North and Central Florida physician practices with campuses primarily in Jacksonville, Pensacola and Orlando service areas. The majority of children and youth in Florida are Non-Hispanic White (41%) while Hispanic/Latino children make up 32% and Non-Hispanic Black children make up 20% of the population (KidsCount, 2019). A slightly larger number of children and youth in Florida (18%) live below 100% of the FPL when compared to the national rate of children in poverty (17%) (KidsCount, 2019). Approximately 53% of the State's children and youth live in households with incomes below 250 percent of the poverty level compared to the national rate of 47% (KidsCount, 2019). The vast majority of children and youth in Florida (92%) have health insurance coverage, but approximately 37% are covered by public health insurance programs such as Medicaid/CHIP which is slightly higher than the national average of 34% (KidsCount, 2019). For more information about the communities Nemours serves, please see our CHNA at https://www.nemours.org/about/why/healthequityinclusion.html. Schedule H, Part VI, Line 5 The Alfred I. duPont Hospital for Children and the Nemours Children's Hospital have open model medical staffs. Criteria for membership and clinical privileges are outlined in the Medical Staff Bylaws. Certain areas of practice are only open to practitioners employed by or under contract with Nemours and are eligible for privileges in their respective areas. Schedule H, Part VI, Line 6 Schedule H, Part VI, Line 6- Nemours is not a part of an affiliated health care system. However, Nemours works in tandem with numerous community resources in the communities it serves. Schedule H, Part VI, Line 7 Nemours is not required to file its Community Benefit report with the state of Delaware or Florida. However, Nemours is happy to provide access to its community report on the internet at https://www.nemours.org/about/financial-benefit-to-the-community.html. 1 RONALD MCDONALD HOUSE 1901 ROCKLAND RD WILMINGTON DE 19803 593211250 501(c)(3) 156300 0 FMV Donation AM HEART ASSOCIATION EASTERN STATES - ACCTS REC PO BOX 4002012 DES MOINES IA 50340 135613797 501(c)(3) 85000 0 FMV Donation MANN CENTER FOR THE PERFORMING 123 S BROAD STREET SUITE 815 PHILADELPHIA PA 19109 231473884 501(c)(3) 52500 0 FMV Donation YMCA OF GREATER BRANDYWINE 1 E CHESTNUT STREET WEST CHESTER PA 19380 231365994 501(c)(3) 45000 0 FMV Donation WOLFSON CHILDRENS HOSPITAL 820 PRUDENTIAL DR SUITE 111 JACKSONVILLE FL 32207 590747311 501(c)(3) 42500 0 FMV Donation MAKE A WISH PHILADELPHIA N DELAWARE AND SUSQUEHANNA 5 VALLEY SQ SUITE 210 BLUE BELL PA 19422 222755963 501(c)(3) 25000 0 FMV Donation YMCA 3 MT LEBANON ROAD WILMINGTON DE 19803 510065748 501(c)(3) 25000 0 FMV Donation TOM COUGHLIN JAY FOUNDATION PO BOX 50798 JACKSONVILLE BEACH FL 322400798 593426937 501(c)(3) 20300 0 FMV Donation JDRF INTERNATIONAL 1415 ROUT 70 EAST SUITE 311 CHERRY HILL NJ 08034 231907729 501(c)(3) 20000 0 FMV Donation AHAVAS TZEDAKAH INC 816 FOREST AVE LAKEWOOD NJ 08701 223719783 501(c)(3) 18000 0 FMV Donation MARCH OF DIMES PO BOX 18819 ATLANTA GA 31126 131846366 501(c)(3) 15000 0 FMV Donation PED CONGENITAL HEART ASSOC C/O GROBE AND ASSOC 37 KESSET COURT STE 205 MADISON WI 53711 463576700 501(c)(3) 15000 0 FMV Donation MAKE A WISH FOUNDATION OF CENTRAL AND NORTH FL 1020 N ORLANDO AVE STE 100 MAITLAND FL 32751 593235806 501(c)(3) 15000 0 FMV Donation OSTEOGENESIS IMPERFECTA FOUND 804 W DIAMOND AVENUE SUITE 210 GAITHERSBURG MD 20878 237076021 501(c)(3) 12000 0 FMV Donation CROHNS AND COLITIS FOUNDATION 150 MONUMENT ROAD SUITE 402 BALA CYNWYD PA 19004 136193105 501(c)(3) 11000 0 FMV Donation SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA 411 MERCY DRIVE ORLANDO FL 32805 592142315 501(c)(3) 10500 0 FMV Donation FOOD BANK OF DE 222 LAKE DRIVE NEWARK DE 19702 510258984 501(c)(3) 10000 0 FMV Donation LUTHERAN SOCIAL MINISTRIES NEW JERSEY INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 221487237 501(c)(3) 10000 0 FMV Donation PLEASE TOUCH MUSEUM 4231 AVENUE OF THE REPUBLIC PHILADELPHIA PA 19131 232109376 501(c)(3) 10000 0 FMV Donation PHILABUNDANCE 3616 SOUTH GALLOWAY STREET PHILADELPHIA PA 19148 232290505 501(c)(3) 10000 0 FMV Donation DE VALLEY ASSOC FOR EDUCATION 1608 WALNUT ST SUITE 300 PHILADELPHIA PA 19103 236438144 501(c)(3) 10000 0 FMV Donation TRANSPLANT FOUNDATION 401 N 3RD STREET PHILADELPHIA PA 191234101 311481798 501(c)(3) 10000 0 FMV Donation MINISTRY OF CARING INC 115 EAST 14TH STREET WILMINGTON DE 198013209 510209843 501(c)(3) 10000 0 FMV Donation JACKSONVILLE AREA LEGAL AID 126 W ADAMS ST JACKSONVILLE FL 32202 590696291 501(c)(3) 10000 0 FMV Donation CAPITAL GOOD FUND 22 A STREET PROVIDENCE RI 02907 800348382 501(c)(3) 10000 0 FMV Donation REACH RIVERSIDE DEVELOPMENT CO 2300 BOWERS STREET WILMNGTON DE 19802 821401986 501(c)(3) 10000 0 FMV Donation RODEL FOUNDATION OF DELAWARE 100 WEST 10TH STREET SUITE 704 WILMINGTON DE 19801 911944858 501(c)(3) 10000 0 FMV Donation FL HEALTH CARE COALITION 5703 RED BUG LAKE RD 118 WINTER SPRINGS FL 32708 592500692 501(c)(3) 10000 0 FMV Donation TODAY IS A GOOD DAY 8607 ELLISTON DR WYNDMOOR PA 19038 463231241 501(c)(3) 7500 0 FMV Donation 29 0 Aggregate Research Patient Participation Payment 42 207391 0 FMV Schedule I, Part I, Line 2 The grants made by Nemours were made to public charities for use in their respective exempt missions. Accordingly, Nemours expects the organization to use the funds for proper purposes, and as such, does not subsequently monitor these grants. X 1 1 X X X X 1 1 0 0 0 0 0 1 0 R Lawrence Moss President and CEO 1248800 0 315000 0 313942 0 209633 0 38445 0 2125820 0 310378 0 Christian Pizarro Chair of Cardiac Services - DV 1866716 0 179789 0 3564 0 0 0 55360 0 2105429 0 0 0 Peter D Wearden MD Chair, Cardiovascular Svcs, FL, Dir of Nemours Early Autism 1421402 0 206890 0 1242 0 0 0 29468 0 1659002 0 0 0 Stephen Lawless Sr VP Chief Clinical Officer 120584 0 327918 0 864509 0 1777 0 36750 0 1351538 0 78642 0 Tuan H Pham Surgeon 1197081 0 50000 0 6148 0 0 0 37945 0 1291174 0 0 0 Robert D Bridges Executive Vice President, Chief Executive Florida Operations 709974 0 172308 0 230141 0 41859 0 49801 0 1204083 0 226577 0 Mary Lee EVP, Ent Chief Scientific Offcr, Physician-in-Chief DE 703554 0 142931 0 212377 0 61606 0 36727 0 1157195 0 208813 0 Suken A Shah Orthopaedic Surgeon 957061 0 105661 0 1242 0 0 0 52552 0 1116516 0 0 0 Rodney A McKendree EVP, CFO and Business Svcs Officer 683817 0 236547 0 2322 0 107887 0 57496 0 1088069 0 0 0 William G Mackenzie Chair, Orthopedics, DV 841561 0 127437 0 6858 0 0 0 51741 0 1027597 0 0 0 Michael J Erhard MD EVP, Physician-in-Chief, FL Ops 638830 0 129694 0 57078 0 62417 0 55360 0 943379 0 54756 0 Deborah Platz SVP, General Counsel 0 0 221896 0 711399 0 0 0 681 0 933976 0 140963 0 Dana N Bledsoe Ent VP, President NCH 1591 0 80854 0 812490 0 18836 0 10996 0 924767 0 248615 0 Jay S Greenspan SVP, Special Adv for DV Network Ops Interim 640685 0 198058 0 4122 0 0 0 58252 0 901117 0 0 0 Gina Altieri Executive Vice President, Enterprise Chief Communications Of 475878 0 245288 0 84837 0 28261 0 35000 0 869264 0 81471 0 Martha G McGill SVP, FL Network Operations 490566 0 77975 0 49143 0 45120 0 38260 0 701064 0 46834 0 Chiedu P Adebi Executive Vice President, Chief Human Resources Officer 409876 0 53403 0 664 0 43654 0 50067 0 557664 0 0 0 Bernard E Rice SVP, Chief Information Officer 374034 0 57272 0 906 0 44975 0 57710 0 534897 0 0 0 Randall W Hartley SVP COO NCH 379376 0 44037 0 60654 0 1851 0 18189 0 504107 0 55668 0 Mark Mumford EVP, Chief Exec DE Valley Operations 247119 0 200000 0 35714 0 4680 0 13192 0 500705 0 0 0 Jane M Mericle EVP, Chief Nursing Exec, Pt Ops Offcr, DE 354313 0 65456 0 2433 0 36508 0 23670 0 482380 0 0 0 William W Higginbotham II Senior VP, Finance 332140 0 52591 0 797 0 36507 0 51886 0 473921 0 0 0 Pauline M Corso SR VP, Chief Operating Officer DE Valley 349161 0 42937 0 834 0 0 0 49740 0 442672 0 0 0 Laura Kowal SVP, General Counsel 309592 0 32021 0 51440 0 1970 0 42565 0 437588 0 0 0 William Britton Oper VP Finance Delaware 319559 0 39992 0 2164 0 0 0 53889 0 415604 0 0 0 Sarah Sanders Sr VP Chief of Marketing Officer 280431 0 57853 0 429 0 28715 0 37681 0 405109 0 0 0 James Digan EVP, Enterprise Chief Development Officer 323324 0 0 0 31933 0 22500 0 12849 0 390606 0 0 0 Carrie Grant EVP, Chief Nursing Exec, FL Ops 276609 0 40000 0 21559 0 20868 0 30195 0 389231 0 0 0 Ray J Hejmanowski VP, FL Practice Administrator 292227 0 36196 0 697 0 0 0 54343 0 383463 0 0 0 Ryan J Forman VP, DE Valley Finance 258225 0 31803 0 228 0 0 0 40652 0 330908 0 0 0 Roopnarine Hazarie Director, Quality/Safety Innovation & Perf Improvement-DV 236141 0 15633 0 523 0 0 0 28005 0 280302 0 0 0 Kirsten L Most Administrator Cardiac 186606 0 25201 0 400 0 0 0 38820 0 251027 0 0 0 Lori Polidore Sr Dir, Critical Care Svcs, Trauma, Transport and ED,DV 185353 0 13963 0 718 0 0 0 34535 0 234569 0 0 0 Deborah Chang Sr VP CH Policy & Prevention 63240 0 67290 0 56039 0 3261 0 22738 0 212568 0 2174 0 Jonathan Pomazon Administrative Director 169566 0 0 0 1928 0 0 0 24294 0 195788 0 0 0 James D Tyner Administrative Director - Surgery 161218 0 7885 0 580 0 0 0 17789 0 187472 0 0 0 Beverly M Wingate FL Site Practice Administrator 144687 0 14068 0 116 0 0 0 27943 0 186814 0 0 0 Robert Riney Chairman of the Board and Officer 173975 0 0 0 0 0 0 0 0 0 173975 0 0 0 David J Bailey MD President and Chief Executive Officer 0 0 67805 0 93252 0 0 0 0 0 161057 0 93252 0 Hugh M Durden Member 0 0 0 0 0 158496 0 0 0 0 0 158496 0 0 Helen M Case EVP, Chief Nursing Exec, FL Ops 27441 0 40973 0 49897 0 0 0 5890 0 124201 0 0 0 J Michael Mcginnis Director (former) 26050 0 0 0 0 0 0 0 0 0 26050 0 0 0 Schedule J, Part I, Line 1a Nemours has established a policy for the reimbursement of travel and related expenses incurred by its employees. All transportation and travel arrangements shall be the most economical under the circumstances. Excursion or coach fares shall be ordered whenever available. Approval of a vice president shall be required for any other class of travel. Each department has the right to limit travel expenditures based on budgetary restrictions and may limit coverage to certain categories of travel expense. First class travel may occur in situations for Nemours employees wherein other fares are not available or travel is for a long period of time or overseas. Board members also have the option of traveling first class. Effective, January 1, 2009, Nemours instituted a written policy regarding such travel. Schedule J, Part I, Line 4 The following associates received severance payments in 2020: Stephen Lawless (710,812) and Deborah Platz (570,436). The Nemours Foundation maintained a Supplemental Executive Retirement Plan ("SERP") for a select group of management or highly compensated employees as determined by the Board of Directors. The SERP was adopted in order to provide certain key employees with non-qualified deferred compensation benefits subject to IRC section 457(f) in recognition of the services they provide. The Nemours Foundation makes discretionary contributions to the plan and may amend or terminate the plan at any time. Participants receiving distributions in 2020 include: R. Lawrence Moss (310,378), Dana N. Bledsoe (248,615), Robert D. Bridges (226,577), Mary Lee (208,813), Deborah Platz (140,963), David J. Bailey MD (93,252), Gina Altieri (81,471), Stephen Lawless (78,642), Randall W. Hartley (55,668), Michael J. Erhard MD (54,756), Martha G. McGill (46,834), and Deborah Chang (2,174). Schedule J, Part I, Line 7 Certain employees of Nemours are eligible for incentive compensation. This compensation is based on qualitative and quantitative organizational goals and the achievement of such goals by the organization, its division and individuals. A Orange County Health Facililties Authority 521035390 6845036W0 2009-10-15 326242302 See Part VI 1 0 0 B Orange County Health Facilities Authority 521035390 999999999 2018-10-05 152105000 See Part VI 0 0 0 A 63812302 151080000 326242302 0 0 24350000 1863902 28400 0 300000000 0 0 2012 1 0 1 1 B 3475000 0 152105000 0 0 0 0 0 0 152105000 0 0 2018 1 0 1 1 A 0 1 1 1 1 1 0.00797 0 0.00797 1 0 1 B 0 1 1 1 1 1 0.00221 0 0.00221 1 0 1 A 0 0 0 1 1 0 0 0 1 B 0 0 0 1 1 0 0 0 1 A 1 B 1 Schedule K, Part I, Column a-10/15/2009 326,242,302 Orange County Health Facililties Authority A portion of the proceeds of these bonds were used to refund on a current basis all of the outstanding Jacksonville Health Facility Authority Revenue Bonds (The Nemours Foundation Project), Series 2007, originally issued on October 3, 2007. The proceeds were used to finance the cost of the acquisition, construction, installation and equipping of a new administrative facility located in Jacksonville, Florida, and owned and operated by Nemours, and related fixtures, furnishings and equipment. The remaining portion of the proceeds of these bonds were used for the purpose of providing funds which, together with other available funds, were used to finance a portion of the cost of the acquisition, construction, installation and equipping of a pediatric healthcare facility owned and operated by Nemours, including a 95-bed freestanding children's hospital known as Nemours Children's Hospital and Outpatient Clinic, and related facilities, equipment, fixtures and furnishings, located in Orlando, Florida. On October 5, 2018 a portion of the bonds (Series 2009A) were defeased in the amount of $151,080,000 and were replaced by the Orange County Health Facility Authority bond issue dated October 5, 2018 (Series 2018). Schedule K, Part I, Column b-10/05/2018 152,105,000 Orange County Health Facilities Authority On October 5, 2018, Nemours entered into a legal defeasance of the Florida Authority Series 2009A bonds in the amount of $151,080,000. At the same time, the Florida Authority issued $152,105,000 in tax-exempt, fixed rate revenue bonds (Series 2018 bonds). Schedule K, Part III, Line 4-10/15/2009 326,242,302 Orange County Health Facililties Authority For the year ended December 31, 2019, private use disclosed in Schedule K, Part III Line 4 Column A is 0.797%. Included in the private use calculation is space leased for Home Office Cafeteria, a casting and a pharmacy vendor located in Nemours Children's Hospital. Schedule K, Part III, Line 4-10/05/2018 152,105,000 Orange County Health Facilities Authority For the year ended December 31, 2019, private use disclosed in Schedule K, Part III Line 4 Column B is 0.221%. Included in the private use calculation is space leased for Home Office Cafeteria, a casting and a pharmacy vendor located in Nemours Children's Hospital. Schedule K, Part IV, Line 2c-10/15/2009 326,242,302 Orange County Health Facililties Authority (A) Orange County Healthy Facilities Authority - calculation performed 12/6/2012. Schedule K, Part IV, Line 2c-10/05/2018 152,105,000 Orange County Health Facilities Authority (B) Orange County Healthy Facilities Authority - calculation performed 11/18/2019. Stuart MacKenzie MD Family of W. MacKenzie 396484 Employment Compensation 0 Jennifer A Rice Family of B. Rice 199476 Employment Compensation 0 Walter Kowal Family of L. Kowal 132054 Employment Compensation 0 Kelsey Terhune Family of R. Bridges 70650 Employment Compensation 0 Daniel Greenspan Family of J. Greenspan 60039 Employment Compensation 0 Frank Giambrone Family of John S. Lord 45630 Employment Compensation 0 John Coco Family of P. Corso 39060 Employment Compensation 0 Michele Koehler Family J. Tyner 29887 Employment Compensation 0 Stephanie Quintavalla Family of M. Girouard 29701 Employment Compensation 0 Jackson Sanders Family of S. Sanders 5120 Employment Compensation 0 Substantial Contributor Service Provider 20944126 Independent Contractor 0 Substantial Contributor Service Provider 12951082 Independent Contractor 0 Substantial Contributor Service Provider 11947890 Independent Contractor 0 Substantial Contributor Service Provider 7538647 Independent Contractor 0 Substantial Contributor Service Provider 6848814 Independent Contractor 0 Substantial Contributor Service Provider 4441238 Independent Contractor 0 Substantial Contributor Service Provider 1596587 Independent Contractor 0 Substantial Contributor Service Provider 931148 Independent Contractor 0 Substantial Contributor Service Provider 362412 Independent Contractor 0 Substantial Contributor Service Provider 332844 Independent Contractor 0 Substantial Contributor Service Provider 308380 Independent Contractor 0 Substantial Contributor Service Provider 186740 Independent Contractor 0 X 1 500 cost or sales price X 2155 cost or sales price X 44173 cost or sales price X 18 459547 FMV X 6 3655 cost or sales price X 33 155560 cost or sales price X Entertainment 19 19436 cost or sales price 0 0 1 0 Schedule M, Part I Nemours reports the number of contributions received and not by the number of items. Form 990, Part VI, Section A, Line 2 Form 990, Part VI, Section A, Line 2 - Mr. Durden, Mr. Porter III, Mr. Lord, Mr. Thornton, Mr. Rogers, Mr. Kuntz and Ms. Kelly have a shared business relationship. These individuals serve as trustees of the Alfred I. duPont Charitable Trust, of which Nemours is the only charitable beneficiary and who are some of the members of Nemours. At the beginning of 2018, the Alfred I duPont Charitable Trust was granted charitable status as an IRC section 501(c)(3). Form 990, Part VI, Section A, Line 4 In 2020, the Nemours' Bylaws were amended. None of the amendments substantially alter Nemours' governance in relation to its charitable purpose to provide health care. The amendments clarify what constitutes a majority for voting purposes, restate the Board of Directors duties as providing "oversight of the operations of the corporation," better define the authority of Committees of the Board, add provisions for removal of officers and revise language for the subcommittees with oversight responsibility over Nemours' hospitals, the Boards of Managers, to make that language more consistent with their respective governing documents. Form 990, Part VI, Section A, Line 6 The Nemours Foundation (Nemours) organizational documents include members who constitute a portion of the governing body. Specifically, the members are those individuals who also serve as trustees of the Alfred I. duPont Charitable Trust (the Trust). The Trust's primary purpose is to provide funding for Nemours' charitable activities in the communities it serves. As trustees of the Trust, these individuals are appointed as members of Nemours. The members have certain general oversight rights and some limited retained powers. The Board of Directors is made up of directors who are selected by the members of Nemours. The Board of Directors has full governance over the activities of Nemours. Form 990, Part VI, Section A, Line 7a See answer on Form 990, Part IV, Section A, Line 6. Form 990, Part VI, Section A, Line 7b See answer on Form 990, Part IV, Section A, Line 6. Form 990, Part VI, Section B, Line 11b Management distributed the draft 2020 Form 990 to the Finance, Audit and Compliance Committee on October 29, 2021 to give them an opportunity to review, provide comments and ask questions. Subsequent to their review, a final copy will be provided to the Board of Directors on November 5, 2021, unless further changes are needed based on feedback from the Finance, Audit and Compliance Committee. Form 990, Part VI, Section B, Line 12c The Nemours Foundation (Nemours) has established a conflict of interest policy which has been reviewed and approved by the board of directors. Nemours is committed to the belief that sound business practices start with an absolute commitment from each employee to act ethically in carrying out Nemours business, and to comply with the laws and regulations that impact its business, thus Nemours' employees must avoid participating in activities that create or appear to create a conflict of interest. Nemours has specifically identified the following areas in its policy to be potential conflicts of interest: financial interest, outside employment, paid faculty arrangements, consultant or research contracts, acceptance of gifts, gratuities, business courtesies, travel, lodging and entertainment, misuse of resources or assets, personal gain using undue influence, direct dealings with vendors, use of confidential information, and an individual's support of political causes. Nemours' policy requires certain individuals to disclose participation in activities or circumstances that may present a conflict of interest on an annual basis or if at any time such individual becomes aware of circumstances that may present a conflict of interest. These disclosures are reviewed by the Finance, Audit and Compliance Committee as necessary. Form 990, Part VI, Section B, Line 15 The Nemours Foundation's (Nemours) Board of Directors designated the Compensation Committee to serve as the board committee responsible for establishing compensation practices to assure that executive compensation is reasonable and does not violate the private inurement prohibition. The practices and processes are designed to provide market-competitive compensation, to enable the board to exercise good governance oversight, and to use a review and approval process that will qualify for the rebuttable presumption of reasonableness under the federal tax law rules. The Compensation Committee annually reviews, in consultation with an independent executive compensation consulting firm specializing in healthcare and the not-for-profit industry, independently sourced benchmark market data to establish the compensation of our officers, senior leadership and key employees and to align our compensation with the compensation practices of organizations similar to Nemours. The Board of Directors determined and approves the compensation for the CEO using the same IRS-approved rebuttable presumption process as the Compensation Committee. To indicate our alignment with the compensation practices of organizations similar to Nemours, our compensation philosophy across the board targets the market median for base salaries for all Nemours' Associates, including officers, senior leadership and key employees. Total cash compensation is also generally targeted to be at the median of Nemours' peers. Form 990, Part VI, Section C, Line 19 Generally, The Nemours Foundation (Nemours) does not make its governing documents or its conflict of interest policy available to the public. However, Nemours' articles of incorporation are publicly available through Florida's secretary of state website www.sunbiz.org . Additionally, Nemours' audited financial statements can be accessed through Digital Assurance Certification LLC, website www.dacbond.com. Form 990, Part XI, Line 9 Pension liability adjustment $(77,814,095). Delaware Children's Health Network LLC 1600 Rockland Road Wilmington DE 19803 833874741 Health Care DE 0 0 The Nemours Foundation Cruden Bay Risk Retention Group Inc 135 Allen Brook Lane Suite 101 Williston VT 05495 270057453 Risk Retention VT 501(c)(3) 509(a)(3) - Type 1 The Nemours Foundation 1 Pediatric Medical Services of Florida Inc 10140 Centurion Parkway Jacksonville FL 32256 453584225 Health Care FL 501(c)(3) 509(a)(2) The Nemours Foundation 1 Nemours New Jersey Physician Practice 1801 Rockland Road Wilmington DE 19803 463160718 Health Care NJ 501(c)(3) 509(a)(2) The Nemours Foundation 1 Alfred I duPont Charitable Trust 510 Alfred dupont Place Jacksonville FL 32202 590226560 Charitable Trust FL 501(c)(3) 509(a)(3) - Type 2 N/A 0 Dornoch Sutherland Assurance LTD PO Box 1085 CJ 980404800 Captive Insurance CJ The Nemours Foundation C 21783053 50672189 1 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 Dornoch Sutherland Assurance LTD m 6000000 FMV Dornoch Sutherland Assurance LTD l 5500000 FMV Cruden Bay Risk Retention Group Inc l 2000000 FMV Cruden Bay Risk Retention Group Inc m 500000 FMV Cruden Bay Risk Retention Group Inc q 1385218 FMV Pediatric Medical Services of Florida Inc r 8363314 FMV Nemours New Jersey Physician Practice r 6380445 FMV Alfred I duPont Charitable Trust c 190134215 FMV Alfred I duPont Charitable Trust q 190666 FMV The return is being filed on a timely basis. The organization filed extensions on a timely basis. Accordingly, the return was properly extended and is now being filed timely by its extended due date of November 15, 2021.