2019-11-09T10:36:16-07:00 2018-12-31 135565207 KPMG LLP 300 North Greene Street Suite 400 Greensboro NC 27401 990 2018-01-01 590634433 THE NEMOURS FOUNDATION NEMO 9046974100 10140 Centurion Parkway North Jacksonville FL 32256 Rodney McKendree Sr. VP and CFO 9046975648 2019-11-13 1 Laura A Collins P00008888 3362753394 2019-11-11 199.207.253.96 2018 2020-03-31 21:24:44Z R Lawrence Moss MD 10140 Centurion Parkway North Jacksonville FL 32256 1597799526 0 8516 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 8595 1541 -77772 0 168649375 187484051 1107882505 1183856816 28877427 16364504 45034302 50065092 1350443609 1437770463 1499607 1826691 0 0 802646196 858270167 0 0 3965708 469299177 490113125 1273444980 1350209983 76998629 87560480 2036864157 2074345798 837873365 798456325 1198990792 1275889473 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 1037897377 1826691 1231012559 See Schedule H, Part VI 0 0 0 1037897377 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 0 0 1 0 0 1 0 0 0 1 0 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 1 781 0 1 8595 1 1 1 1 CJ 0 0 1 1 1 1 0 0 0 0 1 0 X 13 13 1 0 0 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 KY 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 Sr VP and CFO 9046974100 10140 Centurion Parkway North Jacksonville FL 32256 Hugh M Durden Member 7 25 X 0 156514 0 John F Porter Member 2 12 X 0 125604 0 John S Lord Member 5 14.5 X 0 142496 0 Geoffrey M Rogers Member 2.5 8 X 0 143244 0 Thomas G Kuntz Member 2.5 8 X 0 142496 0 W L Thornton Member 5 5 X 0 133126 0 Brian P Anderson Chairman of the Board 10 0 X 97000 0 0 J Michael Mcginnis Director 25 0 X 49100 0 0 Richard Christopher Director 15 1 X 68100 0 0 Robert Riney Vice Chairman of the Board 4.5 0 X 71700 0 0 Rosa Hakala Director 2.5 0 X 50900 0 0 Terri L Kelly Director 3 0 X 65500 0 0 Toni Jennings Director 3 0 X 77300 0 0 James S Hunt Director 3 0 X 66100 0 0 Linda D Norman Director 2.5 0 X 54500 0 0 Marc Probst Director 1.2 0 X 55100 0 0 Valerie Montgomery Rice Director 2.5 0 X 53900 0 0 Jane Cavalier Luca Director 0.7 0 X 55659 0 0 Claire M DeMattis Director 4 0 X 55100 0 0 Roy Proujansky EVP Chief Executive DE Operations 40 0 X 1153919 0 64170 Stephen Lawless Sr VP Chief Clinical Officer 40 0 X 652020 0 48774 Mariane Stefano Sr VP Chief Experience Officer (former) 40 1 X 124716 0 848 Gina Altieri Sr VP Chief Strategy Integration 40 0.5 X 548158 0 43295 David J Bailey MD President/CEO (former) 40 0 X 2437926 0 52997 Michael J Erhard MD Ent VP and Physician in Chief, FL Operations 40 0 X 721878 0 135816 Robert D Bridges EVP Chief Executive FL Operations 40 0 X 1020302 0 53604 Bernard E Rice Ent VP Chief Information Officer 40 7 X 400420 0 82766 Marylynn Girouard Board Relations Coordinator 40 0 X 81202 0 12959 Rodney A McKendree Sr Vice President and CFO 40 0 X 681959 0 95794 Theresa M Young Sr VP Chief Experience Officer 40 4 X 491706 0 35999 William W Higginbotham II Ent VP Finance & Cost Containment 40 0 X 334268 0 68890 Paul Kempinski Ent VP President AIDHC 40 7 X 1166144 0 71527 Deborah Chang Sr VP Children's Health Policy & Prevention 40 0 X 417441 0 25856 Nancy E Stephenson Ent VP Chief Compliance Officer 40 0 X 364778 0 68259 Cameron S Morrow Assistant Treasurer 40 0 X 98587 0 27628 Deborah Platz Oper VP General Counsel & Corporate Secretary 40 0 X 434800 0 69094 Dana N Bledsoe Ent VP President NCH 40 0 X 568103 0 104155 Martha G McGill ENT VP Chief Network Operations FL 40 0 X 589061 0 92529 Mary Lee MD ENT VP and Physician in Chief Delaware Valley 40 0 X 489131 0 52894 Sarah Sanders Sr VP Marketing and Communications 40 0.5 X 177250 0 18052 R Lawrence Moss MD President/CEO 40 0 X 374448 0 5848 William Britton Oper VP Finance Delaware 40 0 X 315520 0 45787 Pauline M Corso Oper VP Chief Operating Officer Physician Network DE 40 0 X 359496 0 45993 Ray J Hejmanowski Florida Practice Administrator 40 0 X 303677 0 45877 Randall W Hartley Oper VP Chief Operating Officer NCH 40 0 X 477744 0 23179 Jane M Mericle Oper VP Chief Nursing Executive AIDHC 40 0 X 376408 0 21529 Roopnarine Hazarie Practice Administrator 40 0 X 218111 0 32474 Helen M Case Oper VP Chief Nursing Officer NCH 40 0 X 354355 0 19030 William G Mackenzie MD Dept of Orthopaedics Chair AIDHC 40 0 X 946373 0 48215 Suken A Shah MD Orthopaedic Surgeon, NCCW 40 0 X 956167 0 52044 Christian Pizarro MD Director of Nemours Cardiac Center 40 0 X 2068443 0 50001 Peter D Wearden MD Cardiothoracic Surgeon, NCCO 40 0 X 1513628 0 27453 Andre Hebra MD Chief Medical Officer NCH 40 0 X 1016763 0 160137 R J Cummings MD Ent VP Chief Medical Officer FL (former) 40 0 X 232542 0 0 W T Thompson Member (former) 0 0 X 0 145062 0 23287403 988542 1803473 1719 1 1 0 HSC Builders and Construction Manager 340 New Mill Lane Exton PA 19341 Building & Construction 42282432 ID Griffith Inc 735 S Market Street Wilmington DE 19801 Building & Construction 9454956 Crothall Health Care Inc 13028 Collection Center Drive Chicago IL 60693 Housekeeping & Laundry SV 8088722 Thomas Jefferson University 1025 Walnut Street Philadelphia PA 19107 Residency Program Expense 6919754 Hatzel and Buehler Inc 1 Righter Parkway Suite 110 Wilmington DE 19803 Building & Construction 5364559 196 0 0 1545011 176751889 0 9187151 115472 187484051 Net patient revenue 900099 1154863446 1154863446 0 0 Net research grants 900099 26106137 26106137 0 0 Electronic health record revenue 900099 2887233 2887233 0 0 0 0 0 0 1183856816 11431861 0 -77772 11509633 0 0 0 0 2692758 0 0 2692758 476142 0 0 0 476142 0 476142 0 0 476142 164372006 0 159439363 0 4932643 0 4932643 0 0 4932643 330149 1545011 589700 -259551 0 -259551 0 0 0 0 0 0 0 0 0 0 0 0 Specialized services 900099 36877075 36877075 0 0 Graduate medical education funding 900099 4059646 4059646 0 0 Continuing medical education 900099 1513134 1513134 0 0 4705888 4705888 0 0 47155743 1437770463 1231012559 -77772 19351625 1513906 1513906 312785 312785 0 0 0 0 18019110 0 18019110 0 232542 0 232542 0 673390729 524755503 146225280 2409946 40463673 31699147 8635711 128815 83430240 65194766 17877700 357774 42733873 33501524 9064642 167707 0 0 0 0 3823394 2286409 1523090 13895 693608 417302 276306 0 504252 0 504252 0 0 0 0 0 0 0 75265629 52613834 22507202 144593 8578956 4669052 3679291 230613 144024678 130916563 12987277 120838 26616768 16941159 9641810 33799 0 0 0 0 41966370 31253299 10710867 2204 7898634 5787101 2054349 57184 0 0 0 0 4105628 2884178 950683 270767 12112816 12112816 0 0 0 0 0 0 82163454 50117420 32046034 0 15272079 14912469 359455 155 Provisions for bad debt 36576964 36576964 0 0 Repairs and maintenance 8353407 4106749 4246658 0 Maintenance contracts- Miscel 8257101 4058857 4197699 545 Subscriptions(mags&db),books 6125135 5658093 448864 18178 7774252 5607481 2158076 8695 1350209983 1037897377 308346898 3965708 327399058 355241396 56691934 47527928 11793349 11458615 164633239 163569121 0 0 0 0 0 0 5284620 5645118 10408384 11034547 1869816437 823962976 1014826803 1045853461 319119021 297819381 112089928 119889790 0 0 3934612 4189972 10683209 12116469 2036864157 2074345798 134266608 139553264 0 0 4292565 4312825 289622613 274420902 0 0 0 0 97040000 95815000 0 0 312651579 284354334 837873365 798456325 X 958256653 1052983925 233303816 213867468 7430323 9038080 1198990792 1275889473 2036864157 2074345798 X 87560480 -27545335 0 0 0 16883536 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2000 667485 669485 1349540498 1350209983 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 509282 343047 642301 669485 2164115 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 236912691 7706794 -13556218 0 12310285 158552 218594430 219937024 7176387 22791582 0 12789966 202336 236912691 213014884 4694650 12401609 0 10010223 163896 219937024 238322440 7762065 -1214069 0 31699683 155869 213014884 258479551 5586259 11563115 0 37116978 189507 238322440 0 0.041 0.959 0 0 91095 110257671 110348766 0 870625484 325498879 545126605 0 48694661 21335272 27359389 0 776291209 477128825 299162384 0 63856317 0 63856317 1045853461 Partnerships 20961066 F Private Equity 19833932 F Hedge Funds 60490821 F Real Estate 18603971 F 119889790 Self-Insurance reserves 68759895 Liabilities for pension benefits 215594439 284354334 1414524890 -7185812 0 0 604769 -6581043 1421105933 0 16664530 16664530 1437770463 1347262490 0 0 0 -2947493 -2947493 1350209983 0 0 0 1350209983 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, orthopedic, dental and research. Schedule D, Part X, Line 1 Nemours, Pediatric Medical Services of Florida Inc (PMSI) and Cruden Bay Risk Retention Group are exempt from federal income taxes on related income under Section 501(a) of the Internal Revenue Code as organizations described in Section 501(c)(3), and are also exempt from state income taxes. 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 $6,199,584 plus net assets release from restriction- donations $2,598,743 plus New Jersey Physician Practice PC (NJPP) (subsidiary) total revenue $10,763,817 plus PMSI (subsidiary) total revenue $19,476,125 less Nemours bad debt expense $36,576,964 less NJPP bad debt expense $890,642 less PMSI bad debt expense $965,894 equals $604,769. Schedule D, Part XI, Line 4b Temp restricted contributions and pledges $8,196,464 plus temp restricted investment income $2,222,717 plus temp restricted realized gains $4,580,588 less fundraising expenses $589,700 plus PMSI (subsidiary) management fee $2,413,013 less temp restricted investment expenses $158,552 equals $16,664,530. Schedule D, Part XII, Line 2d Fundraising expenses $589,700 less bad debt expense $38,433,500 less PMSI (subsidiary) management fee $2,413,013 plus NJPP (subsidiary) operating expenses $12,602,995 plus PMSI (subsidiary) operating expenses $24,706,325 equals ($2,947,493). Europe (including Iceland and Greenland) 0 0 Investments 284884662 East Asia and the Pacific 0 0 Investments 225252893 South Asia 0 0 Investments 89175245 North America (including Canada and Mexico, but not the United States) 0 0 Investments 75416631 South America 0 0 Investments 25510233 Middle East and North Africa 0 0 Investments 24797897 Sub-Saharan Africa 0 0 Investments 15762959 Russia and the newly independent States 0 0 Investments 11687912 Central America and the Caribbean 0 0 Investments 1588149 Europe (including Iceland and Greenland) 0 2 Program Services Investment Mgmt 83331 0 2 754159912 1 0 1 1 1 1 DE Night at Nemours 524465 363841 160624 0 0 0 76658 83587 162530 Orlando Gala 391574 346579 44995 0 0 0 0 0 29515 21 959122 834592 124530 0 0 2750 94266 35654 104740 1875161 1545012 330149 0 0 2750 170924 119241 296785 589700 -259551 1 1 X 1 X 2.5 1 X 1 0 1 1 18601077 5426190 13174887 0.0098 630337231 532957419 97379812 0.0723 0 0 0 0 0 0 648938308 538383609 110554699 0.0821 26836024 7526390 19309634 0.0143 9317996 5350285 3967711 0.0029 0 0 0 0 39084726 15467958 23616768 0.0175 1518056 0 1518056 0.0011 0 0 76756802 28344633 48412169 0.0358 0 0 725695110 566728242 158966868 0.1179 1 38433499 0 3894104 4964847 -1070743 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 13535 Nemours Parkway Orlando FL 32827 www.nemours.org 4509; FL X X A A 0 0 1 X X X X X X X X X 16 1 0 0 1 X www.nemours.org/community X 1 18 1 www.nemours.org/community 0 0 1 X 250 300 X 1 1 X 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 1 X 0 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 2016 for Alfred I duPont Hospital for Children and Nemours Children's Hospital. The CHNA report 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. 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 in a sensitive manner who have not been qualified for financial assistance. Schedule H, Part V, Section B, Line 20a-Group A None of these efforts were made Schedule H, Part V, Section B, Line 20b-Group A None of these efforts were made Schedule H, Part V, Section B, Line 20c-Group A None of these efforts were made Schedule H, Part V, Section B, Line 20d-Group A None of these efforts were made 54 NEMOURS DUPONT PEDIATRICS WILMINGTON 1600 ROCKLAND ROAD Wilmington DE 19803 PEDIATRIC SPECIALTY CARE CLINIC AND CARDIAC CENTER NEMOURS CHILDREN'S SPECIALITY CARE ORLANDO DOWNTOWN 1717 SOUTH ORANGE AVENUE SUITE 100 Orlando FL 32806 PEDIATRIC SPECIALTY CARE CLINIC NEMOURS CHILDREN'S SPECIALITY 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 AND URGENT CARE CLINIC Nemours Children's Specialty Care Lakeland Lakeland Regional Health Medical Center 1324 Lakeland Hills Blvd Suite A Lakeland FL 33805 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Wesley Chapel 2020 Ashley Oaks Circle Suite 102 Wesley Chapel FL 33544 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 SPECIALITY CARE JACKSONVILLE 807 CHILDRENS WAY JACKSONVILLE FL 32207 PEDIATRIC SPECIALTY CARE CLINIC INCLUDING BRIGHTSTART DYSLEXIA INITIATIVE Nemours Children's Specialty Care Brunswick Southeast Georgia Health System 3025 Shrine Road Suite 350 Brunswick GA 31520 PEDIATRIC SPECIALTY CARE CLINIC NEMOURS CHILDREN'S SPECIALITY CARE DAYTONA BEACH 1219 DUNN AVE DAYTONA BEACH FL 32114 PEDIATRIC SPECIALTY CARE CLINIC NEMOURS CHILDREN'S SPECIALITY CARE FLEMING ISLAND Baptist Clay Medical Center Campus 1747 Baptist Clay Drive Suite 130 Fleming Islande FL 32003 PEDIATRIC SPECIALTY CARE CLINIC NEMOURS CHILDREN'S SPECIALITY CARE JACKSONVILLE SOUTH 14785 OLD ST AUGUSTINE ROAD SUITE 200 JACKSONVILLE FL 32258 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Lake City 164 NW Madison St Suite 201 Lake City FL 32055 PEDIATRIC SPECIALTY CARE CLINIC NEMOURS CHILDREN'S CLINIC PENSACOLA 8331 North Davis Highway Pensacola FL 32514 PEDIATRIC SPECIALTY CARE CLINIC NEMOURS CHILDRENS CLINIC BONIFAY 2600 HOSPITAL DRIVE BONIFAY FL 32425 PEDIATRIC SPECIALITY CARE CLINIC Nemours Children's Specialty Care Ft Walton Beach Ft Walton Beach 341 Racetrack Road NW Ft Walton Beach FL 32547 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Tallahassee- Centre Pointe Southeast Urological Center 2000 Centre Pointe Blvd Tallahassee FL 32308 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 SPECIALTY CARE CLINIC AND SURGICAL CENTER NEMOURS DUPONT PEDIATRICS PHILADELPHIA 833 CHESTNUT STREET SUITE 300 PHILADELPHIA PA 19107 PEDIATRIC PRIMARY CARE AND SPECIALITY CARE CLINIC NEMOURS DUPONT PEDIATRICS PAOLI 1676 LANCASTER AVE PAOLI PA 19301 PEDIATRIC PRIMARY CARE CLINIC NEMOURS DUPONT PEDIATRICS SEAFORD 49 FALLON AVENUE SEAFORD DE 19973 PEDIATRIC PRIMARY AND SPECIALITY CARE AND DYSLEXIA INITIATIVE CLINIC NEMOURS DUPONT PEDIATRICS MIDDLETOWN 200 CLEAVER FARM ROAD SUITE 201 MIDDLETOWN DE 19709 PEDIATRIC PRIMARY CARE CLINIC Nemours duPont Pediatrics Deptford 1280 Almonesson Road Deptford NJ 08096 PEDIATRIC SPECIALTY CARE CLINIC AND SURGERY CENTER NEMOURS DUPONT PEDIATRICS FOULK ROAD Foulkstone Plaza 1405 Foulk Road Suite 101 Wilmington DE 19803 PEDIATRIC PRIMARY CARE CLINIC NEMOURS DUPONT PEDIATRICS ST FRANCIS 700 NORTH CLAYTON STREET SUITE 400 WILMINGTON DE 19805 PEDIATRIC PRIMARY CARE CLINIC NEMOURS DUPONT PEDIATRICS DOVER 201 Towne Centre Drive Suite 500 Dover DE 19904 PEDIATRIC PRIMARY AND SPECIALITY CARE CLINIC NEMOURS DUPONT PEDIATRICS MEDIA 1098 W BALTIMORE PIKE SUITE 3403 MEDIA PA 19063 PEDIATRIC PRIMARY CARE CLINIC NEMOURS DUPONT PEDIATRICS VILLANOVA 789 EAST LANCASTER AVENUE SUITE 10 VILLANOVA PA 19085 PEDIATRIC PRIMARY CARE CLINIC NEMOURS DUPONT PEDIATRICS COLLEGEVILLE 100 Campus Drive Building A Collegeville PA 19426 PEDIATRIC PRIMARY AND SPECIALITY CARE CLINIC Nemours duPont Pediatrics Concordville 1020 Baltimore Pike Suite 300 Glen Mills PA 19342 PEDIATRICS PRIMARY CARE CLINIC NEMOURS DUPONT PEDIATRICS JESSUP STREET JESSUP STREET 1602 JESSUP STREET WILMINGTON DE 19802 PEDIATRICS PRIMARY CARE CLINIC NEMOURS DUPONT PEDIATRICS PIKE CREEK 5500 SKYLINE DRIVE SUITE 4 WILMINGTON DE 19808 PEDIATRIC PRIMARY AND SPECIALITY CARE CLINIC NEMOURS DUPONT PEDIATRICS NEWARK 200 Biddle Ave Suite 100 Newark DE 19702 PEDIATRICS PRIMARY CARE CLINIC NEMOURS DUPONT PEDIATRICS NEWTOWN SQUARE NEWTOWN SQUARE 3855 WEST CHESTER PIKE SUITE 280 NEWTOWN SQUARE PA 19073 PEDIATRIC SPECIALITY CARE CLINIC NEMOURS DUPONT PEDIATRICS GLEN MILLS 101 APPLIED BANK BLVD SUITE 11 GLEN MILLS PA 19342 PEDIATRIC SPECIALTY CARE AND URGENT CARE CLINIC NEMOURS CHILDRENS URGENT CARE KISSIMMEE ORLANDO KISSIMMEE 4101 TOWN CENTER BOULEVARD ORLANDO FL 32837 PEDIATRIC URGENT CARE CLINIC NEMOURS DUPONT PEDIATRICS BECKS WOODS 141 BECKS WOODS DRIVE BEAR DE 19701 PEDIATRIC PRIMARY AND SPECIALITY CARE CLINIC NEMOURS DUPONT PEDIATRICS EXTON 101 ARRANDALE BLVD SUITE 103 EXTON PA 19341 PEDIATRICS PRIMARY CARE CLINIC Nemours duPont Pediatrics Wayne 110 W Lancaster Ave Wayne PA 19087 PEDIATRICS PRIMARY CARE CLINIC NEMOURS DUPONT PEDIATRICS MILFORD TEAL CREEK PLAZA 703 NORTH DUPONT BOULEVARD MILFORD DE 19963 PEDIATRIC PRIMARY AND SPECIALITY CARE CLINIC NEMOURS CHILDRENS URGENT CARE WATERFORD LAKES WATERFORD LAKES 651 NORTH ALAFAYA TRAIL ORLANDO FL 32828 PEDIATRIC URGENT CARE CLINIC NEMOURS DUPONT PEDIATRICS VINELAND 2950 COLLEGE DRIVE SUITE 2B VINELAND NJ 08360 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Kissimmee 750 Centerview Blvd Suite Kissimmee FL 34741 PEDIATRIC SPECIALTY CARE AND URGENCT CARE CLINIC Nemours Children's Urgent Care Lake Nona 9368 Narcoossee Road Suite 105 Orlando FL 32827 PEDIATRIC URGENT CARE CLINIC NEMOURS CHILDRENS URGENT CARE SANFORD 1481 WP BALL BOULEVARD SANFORD FL 32771 PEDIATRIC URGENT CARE CLINIC Nemours duPont Pediatrics Cherry Hill Cherry Hill 325 Marlton Pike East Cherry Hill NJ 08034 PEDIATRIC SPECIALTY CARE AND URGENT CARE CLINIC NEMOURS DUPONT PEDIATRICS LANCASTER 2128 EMBASSY DRIVE LANCASTER PA 17603 PEDIATRIC SPECIALTY CARE CLINIC NEMOURS SENIORCARE WILMINGTON 1600 ROCKLAND ROAD WILMINGTON DE 19803 HEALTH CLINIC NEMOURS SENIORCARE MILFORD 915 NORTH DUPONT BOULEVARD MILFORD DE 19963 HEALTH CLINIC NEMOURS CHILDRENS URGENT CARE MELBOURNE 1270 NORTH WICKHAM ROAD MELBOURNE FL 32935 PEDIATRIC URGENT CARE CLINIC Nemours Children's Specialty Care Davenport 410 Lionel Way Davenport FL 33837 PEDIATRIC SPECIALTY CARE 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 DUPONT PEDIATRICS UPLAND CROZER CHESTER MEDICAL CENTER ONE MEDICAL CENTER BLVD SUITE 443 UPLAND PA 19013 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Urgent Care Clermont 1371 Citrus Tower Blvd Clermont FL 34711 PEDIATRIC URGENT CARE CLINIC Schedule H, Part I, Line 6a Schedule H, Part I, Line 6a - The Nemours 2018 Report to Our Communities entitled, "Future Forward" can be found at https://www.nemours.org/about/financial-benefit-to-the-community.html. Schedule H, Part I, Line 7 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 7, Column f Nemours included provision for bad debt (bad debt expense) in Form 990, Part IX, line 24 of $36,576,964. Such amount was subtracted from total expense of $1,350,209,983 for purposes of determining percent of total expense calculations. 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 2018, 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 Nemours Health & Prevention Services, Nemours Center for Children's Health Media, Nemours Brightstart! and others, Nemours subsidized prevention and children's health programs totaling nearly $15.0 million. Nemours provided a variety of community health services for more than 6,400 of Delaware's low-income senior citizens of approximately $4.3 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 by over $23.6 million during 2018 with more than 620 research projects under the direction of more than 100 Nemours physician-scientists. 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 2018, Nemours hosted 798 residents and 1,042 medical students and provided fellowship rotations for 92 physicians. Nemours supported education and training programs for health professionals of nearly $4.0 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 $13.2 million in 2018. Nemours also covers the costs in excess of government payments for services provided to Medicaid and other public health beneficiaries of nearly $97.4 million with an additional $38.4 million in uncollected patient care charges written off by Nemours during the same period. All totaled, uncompensated care for 2018 approximates $149.0 million. Schedule H, Part III, Section A, Line 2 Bad Debt and 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 beginning on pages 15 and 40 respectively, for a description of implicit price concessions and bad debt expense. The source of the Medicare allowable costs comes from the 2018 Medicare Cost Reports. 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 2018 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, alcohol, tobacco and other drugs, health education, mental and emotional health, nutrition, physical activity and weight, prenatal and infant health, sexual activity. Areas of opportunity in Central Florida: access to health services, health education injury and safety, mental and emotional health, nutrition, physical activity and weight, prenatal and infant health, vision, hearing and speech. Nemours seeks to educate families about children's health and parenting through its Center for Children's Health Media (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, 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 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. 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 27 counties throughout Delaware, southeastern Pennsylvania, and southern New Jersey. In 2011, an estimated 204,208 children and youth under the age of 18 lived in Delaware, (US Census Bureau, 2011) comprising approximately 22.7 % of the area's total population. Currently, Delaware's children and youth population is comprised primarily of 61% White and 25.7% African American compared to 68.2% White and 14.3% African American, nationally. (US Census Bureau, 2011) Household income level can have a significant impact on the health status of children living in the household. Overall, a smaller percentage of children and youth in Delaware (17.5%) live below 100% of the Federal Poverty Level (FPL) when compared to the national rate of children in poverty (22.5%) (US Census Bureau, 2011). Approximately, 63.9% of the area's children and youth live in households with incomes at or above 200 percent of the poverty level (US Census Bureau, 2011). The vast majority of children and youth in the Delaware (96.4%) have health insurance coverage (National Survey of Children's Health, 2011), either through a private source or a public health insurance program such as Medicaid. Nemours' clinical operations in Florida include a children's hospital in Orlando, and a statewide physician practice with campuses in Jacksonville, Pensacola and Orlando. The majority of children and youth in Florida are white (67.6%) while African American children make up 21% of the population (US Census Bureau, 2011). A slightly larger number of children and youth in Florida (24.9%) live below 100% of the FPL when compared to the national rate of children in poverty (22.5%). Based on the US Census bureau (2011), children in Florida are more likely to be uninsured or publicly insured (53.1%), and less likely to be privately insured (59.1%) than children and youth nationally (44.7% and 66.2%, respectively). The majority of children and youth in Florida are covered through private, largely employer-sponsored, health insurance. About 32.1% of children and youth in Florida are covered by public health insurance (us census bureau, 2011), a percentage which is slightly higher than the national average (29.5%). Finally, a greater proportion of children and youth are uninsured in Florida than nationally (21% vs. 15.2%) (US Census Bureau, 2011). 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 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 MARCH OF DIMES PO BOX 673667 MARIETTA GA 30006 131846366 501(c)(3) 27500 0 FMV Donation AM HEART ASSOCIATION PO BOX 1590 HAGERSTOWN MD 217411590 135613797 501(c)(3) 15000 0 FMV Donation AM HEART ASSOCIATION GREATER SOUTHEAST AFFILIATE PO BOX 50015 PRESCOTT AZ 86304 135613797 501(c)(3) 27500 0 FMV Donation AM HEART ASSOCIATION 237 EAST MARKS STREET ORLANDO FL 32803 135613797 501(c)(3) 16682 0 FMV Donation AM HEART ASSOCIATION 200 CONTINENTAL DRIVE SUITE 101 NEWARK DE 19713 135613797 501(c)(3) 40000 0 FMV Donation DEPTFORD SOCCER ASSOCIATION 644 PRINCETON BLVD WENNONAH NJ 08090 200787148 501(c)(3) 11750 0 FMV Donation TOWNSHIP OF DEPTFORD 1011 COOPER STREET DEPTFORD NJ 08096 216000532 GOVT 7500 0 FMV Donation RIPPEL FOUNDATION 14 MAPLE AVE SUITE 200 MORRISTOWN NJ 07960 221559427 501(c)(3) 30000 0 FMV Donation WESTSIDE HEALTH 300 WATER STREET SUITE 200 WILMINGTON DE 19801 222488654 501(c)(3) 6500 0 FMV Donation AHAVAS TZEDAKAH 816 FOREST AVE LAKEWOOD NJ 08701 223719783 501(c)(3) 12000 0 FMV Donation YMCA OF GREATER BRANDYWINE 1 E CHESTNUT STREET WEST CHESTER PA 19380 231365994 501(c)(3) 45000 0 FMV Donation TICKET PHILADELPHIA KIMMEL CNTR INC GRP SALES 1500 WALNUT ST FLOOR 17 PHILADELPHIA PA 19102 232865855 501(c)(3) 10000 0 FMV Donation OSTEOGENESIS IMPERFECTA FOUND 804 W DIAMOND AVENUE SUITE 210 GAITHERSBURG MD 20878 237076021 501(c)(3) 15000 0 FMV Donation TRACK SHACK EVENT MARKETING AND MANAGEMENT 1013 MONTANA STREET ORLANDO FL 32803 263361402 501(c)(3) 10000 0 FMV Donation NATIONAL KIDNEY FOUNDATION 1500 WALNUT STREET SUITE 301 PHILADELPHIA PA 19102 366009226 501(c)(3) 15000 0 FMV Donation WISHES AND DREAMS FOR CYSTIC FIBROSIS 816 INVERNESS LANE PHILADELPHIA PA 19128 463537810 501(c)(3) 10000 0 FMV Donation DE CTR FOR HEALTH INNOVATION 1 INNOVATION WAY SUITE 304 NEWARK DE 19711 473638935 501(c)(3) 26000 0 FMV Donation PED CONGENITAL HEART ASSOC C/O GROBE AND ASSOC 37 KESSET COURT STE 205 MADISON WI 53711 463576700 501(c)(3) 10000 0 FMV Donation CHRISTIANA CARE HEALTH SVCS OFFICE OF DEVELOPMENT 13 READS WAY SUITE 203 NEW CASTLE DE 19720 510103684 501(c)(3) 10000 0 FMV Donation YMCA OF GREATER BRANDYWINE 3 MT LEBANON ROAD WILMINGTON DE 19803 510065748 501(c)(3) 25000 0 FMV Donation JACKSONVILLE UNIVERSITY 1726 STERLING CT AMELIA ISLAND FL 32034 590624412 501(c)(3) 10000 0 FMV Donation WOLFSON CHILDRENS HOSPITAL THE WOMENS BOARD 1325 SAN MARCO BLVD SUITE 802 JACKSONVILLE FL 32207 590747311 501(c)(3) 45000 0 FMV Donation JACKSONVILLE ZOO 370 ZOO PARKWAY JACKSONVILLE FL 32218 591319010 501(c)(3) 7000 0 FMV Donation METRO ORLANDO ECONOMIC DEVELOP 301 E PINE ST SUITE 900 ORLANDO FL 32801 591767933 501(c)(3) 25135 0 FMV Donation BOYS AND GIRLS CLUB OF CF PO BOX 2987 ORLANDO FL 32802 590951887 501(c)(3) 7000 0 FMV Donation LAKE HIGHLAND PREPARATORY 901 HIGHLAND PARENT ASSOC ORLANDO FL 32803 590624431 501(c)(3) 20000 0 FMV Donation RONALD MCDONALD HOUSE 1901 ROCKLAND RD WILMINGTON DE 19803 593211250 501(c)(3) 64025 0 FMV Donation RONALD MCDONALD HOUSE 1030 N ORANGE AVENUE SUITE 105 ORLANDO FL 32801 593211250 501(c)(3) 112609 0 FMV Donation RONALD MCDONALD HOUSE 824 CHILDRENS WAY JACKSONVILLE FL 32207 593211250 501(c)(3) 16765 0 FMV Donation CAMP BOGGY CREEK 30500 BRANTLEY BRANCH ROAD EUSTIS FL 32736 593012889 501(c)(3) 25000 0 FMV Donation LEADERSHIP FLORIDA 215 S MONROE STREET SUITE 710 TALLAHASSEE FL 32301 593201445 501(c)(3) 25000 0 FMV Donation ORANGE COUNTY PUBLIC SCHOOLS 445 W AMELIA ST ORLANDO FL 32801 592788435 501(c)(3) 18200 0 FMV Donation GIVE KIDS THE WORLD INC 210 SOUTH BASS ROAD KISSIMMEE FL 34746 592654440 501(c)(3) 10000 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 CHILD CANCER FUND 4720 SALISBURY RD JACKSONVILLE FL 32256 593359840 501(c)(3) 20000 0 FMV Donation TOM COUGHLIN JAY FOUNDATION CELEBRITY GOLF CLASSIC PO BOX 50798 JACKSONVILLE BEACH FL 322400798 593426937 501(c)(3) 30000 0 FMV Donation COMMUNITY HOSPICE 4266 SUNBEAM ROAD JACKSONVILLE FL 32257 593583920 501(c)(3) 12000 0 FMV Donation SHEPHERDS HOPE INC 4851 S APOPKA VINELAND RD ORLANDO FL 32819 593420727 501(c)(3) 7500 0 FMV Donation DUFFYS HOPE INC 100 W 10TH STREET SUITE 9 WILMINGTON DE 19801 061652976 501(c)(3) 10200 0 FMV Donation RIDDLE HEALTHCARE FOUNDATION 1068 W BALTIMORE PIKE MEDIA PA 19063 043601189 501(c)(3) 5250 0 FMV Donation DE PROSPERITY PARTNERSHIP 1201 N ORANGE STREET SUITE 200 WILMINGTON DE 19801 822881997 501(c)(3) 100000 0 FMV Donation PETE DU PONT FREEDOM FOUNDATION PO BOX 221 MONTCHANIN DE 19710 821237132 501(c)(3) 15000 0 FMV Donation RONALD MCDONALD HOUSE C/O TIERNEY COMMUNICATIONS 1700 MARKET STREET 29TH FLOOR PHILADELPHIA PA 19103 593211250 501(c)(3) 25000 0 FMV Donation 42 1 Aggregate Research Patient Participation Payment 207 308635 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 1 1 0 0 0 0 0 1 0 Hugh M Durden Member 0 0 0 0 0 156514 0 0 0 0 0 156514 0 0 Roy Proujansky EVP Chief Executive DE Operations 759140 0 206451 0 188328 0 15308 0 48862 0 1218089 0 184764 0 Stephen Lawless Sr VP Chief Clinical Officer 455562 0 104339 0 92119 0 0 0 48774 0 700794 0 88883 0 Gina Altieri Sr VP Chief Strategy Integration 403651 0 90663 0 53844 0 10026 0 33269 0 591453 0 52030 0 David J Bailey MD President/CEO (former) 1024907 0 817294 0 595725 0 7898 0 45099 0 2490923 0 592161 0 Michael J Erhard MD Ent VP and Physician in Chief, Florida Operations 603134 0 108172 0 10572 0 82052 0 53764 0 857694 0 0 0 Robert D Bridges EVP Chief Executive FL Operations 671343 0 183941 0 165018 0 9466 0 44138 0 1073906 0 161454 0 Bernard E Rice Ent VP Chief Information Officer 340925 0 58688 0 807 0 39062 0 43704 0 483186 0 0 0 Rodney A McKendree Sr Vice President and CFO 555173 0 125544 0 1242 0 47223 0 48571 0 777753 0 0 0 Theresa M Young Sr VP Chief Experience Officer 345726 0 77916 0 68064 0 1266 0 34733 0 527705 0 63545 0 William W Higginbotham II Ent VP Finance & Cost Containment 281840 0 51773 0 655 0 20656 0 48234 0 403158 0 0 0 Paul Kempinski Ent VP President AIDHC 348450 0 87665 0 730029 0 26740 0 44787 0 1237671 0 196338 0 Deborah Chang Sr VP Children's Health Policy & Prevention 321912 0 73632 0 21897 0 0 0 25856 0 443297 0 20486 0 Nancy E Stephenson Ent VP Chief Compliance Officer 301038 0 0 0 63740 0 19096 0 49163 0 433037 0 61739 0 Deborah Platz Oper VP General Counsel & Corporate Secretary 367573 0 66350 0 877 0 46226 0 22868 0 503894 0 0 0 Dana N Bledsoe Ent VP President NCH 478417 0 88484 0 1202 0 68522 0 35633 0 672258 0 0 0 Martha G McGill ENT VP Chief Network Operations FL 459386 0 84105 0 45570 0 59050 0 33479 0 681590 0 43432 0 Mary Lee MD ENT VP and Physician in Chief Delaware Valley 398591 0 35000 0 55540 0 25301 0 27593 0 542025 0 0 0 Sarah Sanders Sr VP Marketing and Communications 117079 0 60000 0 171 0 4561 0 13491 0 195302 0 0 0 R Lawrence Moss MD President/CEO 291891 0 0 0 82557 0 0 0 5848 0 380296 0 0 0 William Britton Oper VP Finance Delaware 276423 0 37917 0 1180 0 0 0 45787 0 361307 0 0 0 Pauline M Corso Oper VP Chief Operating Officer Physician Network DE 316162 0 42593 0 741 0 0 0 45993 0 405489 0 0 0 Ray J Hejmanowski Florida Practice Administrator 265762 0 37308 0 607 0 0 0 45877 0 349554 0 0 0 Randall W Hartley Oper VP Chief Operating Officer NCH 334767 0 46263 0 96714 0 7782 0 15397 0 500923 0 94462 0 Jane M Mericle Oper VP Chief Nursing Executive AIDHC 307015 0 42767 0 26626 0 0 0 21529 0 397937 0 0 0 Roopnarine Hazarie Practice Administrator 205578 0 12093 0 440 0 0 0 32474 0 250585 0 0 0 Helen M Case Oper VP Chief Nursing Officer NCH 309130 0 42629 0 2596 0 0 0 19030 0 373385 0 0 0 R J Cummings MD Ent VP Chief Medical Officer FL (former) 0 0 140205 0 92337 0 0 0 0 0 232542 0 0 0 William G Mackenzie MD Dept of Orthopaedics Chair AIDHC 819515 0 120000 0 6858 0 0 0 48215 0 994588 0 0 0 Suken A Shah MD Orthopaedic Surgeon, NCCW 940894 0 14463 0 810 0 0 0 52044 0 1008211 0 0 0 Christian Pizarro MD Director of Nemours Cardiac Center 1887339 0 178782 0 2322 0 0 0 50001 0 2118444 0 0 0 Peter D Wearden MD Cardiothoracic Surgeon 1336880 0 175506 0 1242 0 0 0 27453 0 1541081 0 0 0 Andre Hebra MD Chief Medical Officer NCH 771613 0 102352 0 142798 0 129428 0 30709 0 1176900 0 134131 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 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 2018 include: Roy Proujansky (184,764), Stephen Lawless (88,883), Mariane Stefano (18,144), Gina Altieri (52,030), David J Bailey MD (592,161), Robert D Bridges (161,454), Theresa M Young (63,545), Paul Kempinski (196,338), Deborah Chang (20,486), Nancy E Stephenson (61,739), Martha G. McGill (43,432), Randall W. Hartley (94,462) and Andre Hebra (134,131). 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 V 1 0 0 B Orange County Health Facilities Authority 521035390 999999999 2018-10-05 152105000 See Part V 0 0 0 A 53197302 151080000 326242302 0 0 24350000 1834712 0 0 300057590 0 0 2012 1 0 1 1 B 0 0 152105000 0 0 0 323478 0 0 151781552 0 0 2018 1 0 1 1 A 0 1 1 1 1 1 0.00803 0 0.00803 1 0 1 B 0 1 1 1 1 1 0.00215 0 0.00215 1 0 1 A 0 0 0 1 1 0 0 0 0 B 0 1 0 0 0 0 0 0 0 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, 2018, private use disclosed in Schedule K, Part III Line 4 Column A is 0.458%. 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, 2018, private use disclosed in Schedule K, Part III Line 4 Column B is 0.56%. 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 due 10/05/2019. Stephanie Quintavalla Family of M. Giouard 26630 Employment Compensation 0 Jennifer A Rice Family of B. Rice 180289 Employment Compesation 0 Kyle A Hartley Family of R. Hartley 25912 Employment Compensation 0 Kelsey Terhune Family of Robert Bridges 73846 Employment Compensation 0 Stuart MacKenzie MD Family of W. MacKenzie 26942 Employment Compensation 0 Substantial Contributor Service Provider 42453762 Independent Contractor 0 Substantial Contributor Service Provider 22726815 Independent Contractor 0 Substantial Contributor Service Provider 5372619 Independent Contractor 0 Substantial Contributor Service Provider 4638137 Independent Contractor 0 Substantial Contributor Service Provider 1930858 Independent Contractor 0 Substantial Contributor Service Provider 1678626 Independent Contractor 0 Substantial Contributor Service Provider 1294846 Independent Contractor 0 Substantial Contributor Service Provider 1249950 Independent Contractor 0 Substantial Contributor Service Provider 920125 Independent Contractor 0 Substantial Contributor Service Provider 852356 Independent Contractor 0 Substancial Contractor Service Provider 782137 Independent Contractor 0 Substantial Contributor Service Provider 535436 Independent Contractor 0 Substantial Contributor Service Provider 511691 Independent Contractor 0 Substantial Contributor Service Provider 314070 Independent Contractor 0 Substantial Contributor Service Provider 227751 Independent Contractor 0 X 4101 cost or sales price X 292424 cost or sales price X 12 115472 FMV X 2 1197 cost or sales price X 2 5250 cost or sales price X Entertainment 7 9192 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 Mr. Durden , Mr. Porter, Mr. Lord, Mr. Thornton, Mr. Rogers and Mr. Kuntz 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 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 a draft of the 2018 Form 990 to the Audit and Finance committee prior to the scheduled board of directors meeting in November of 2019. During the course of the board of directors meeting, management presented an overview of Form 990 to the Audit and Finance committee and gave the committee members an opportunity to provide comments and ask questions with respect to the draft. Based on feedback provided from the committee members, management updated the draft Form 990. Upon finalization of the return, management provided a final copy of the return via e-mail to the board of directors. 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 Audit and Finance Committee as necessary. Form 990, Part VI, Section B, Line 15 The Nemours Foundation's (Nemours) Board of Directors designated the People, Engagement and Compensation Committee (PECC) 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 PECC 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 PECC. 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 $16,883,536. 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) 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) N/A 0 Dornoch Sutherland Assurance LTD PO Box 1085 CJ 980404800 Captive Insurance CJ The Nemours Foundation C 13484818 60758713 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 1000000 Fair Market Value Dornoch Sutherland Assurance LTD l 19300000 Fair Market Value Cruden Bay Risk Retention Group Inc l 2000000 Fair market value Cruden Bay Risk Retention Group Inc m 1705000 Fair market value Cruden Bay Risk Retention Group Inc q 1190405 Fair market value Pediatric Medical Services of Florida Inc r 4934403 Fair market value Nemours New Jersey Physician Practice r 1828585 Fair market value Alfred I duPont Charitable Trust c 176723954 FMV Alfred I duPont Charitable Trust q 561389 FMV The Return is being filed on a timely basis. Nemours filed extensions on a timely basis, manually with the IRS. The tax return software system used to efile the return generates a reasonable cause statement if extensions are not filed in that system. Accordingly, the return was properly extended and is now being filed timely by its extended due date of November 15, 2019.