2018-11-10T22:53:30-06:00 2017-12-31 ERNST & YOUNG US LLP 55 IVAN ALLEN BLVD SUITE 1000 ATLANTA GA 30308 990 2017-01-01 900779996 CHILDREN'S HEALTHCARE OF ATLANTA GROUP RETURN % TOM BREMS CHIL 4047857944 3375 Northeast Expressway Atlanta GA 30341 RUTH FOWLER CFO 4047857944 2018-11-06 true AERRIAL ORR P01598400 4048748300 181.37.62.158 58145420183145000001 2018-11-10 P F75E377353B3A270D7C2F8AE026EB81CD9A30848 E02FEBAA5C39005A33F966DE564F4A8D6154DDB8 2017 2019-02-21 02:37:17Z X DONNA HYLAND 1600 Tullie Circle Atlanta GA 30329 1703521398 true true 5857 X www.choa.org X TO MAKE KIDS BETTER TODAY AND HEALTHIER TOMORROW. 80 68 12757 9545 0 0 94771344 83532049 1478411439 1565509726 5888140 16897141 18071287 25132204 1597142210 1691071120 2659765 4325080 0 0 837093090 884290901 0 0 13487438 522722621 548520864 1362475476 1437136845 234666734 253934275 3685556565 4030539683 675900087 895041574 3009656478 3135498109 TO MAKE KIDS BETTER TODAY AND HEALTHIER TOMORROW. false false 1208459037 4325080 1580988242 THE CHILDRENS HEALTHCARE OF ATLANTA FOUNDATION, INC. WAS ESTABLISHED IN 2008 AND WORKS TO ENGAGE THE COMMUNITY THROUGH PHILANTHROPY AND VOLUNTEERISM IN SUPPORT OF THE MISSION AND VISION OF CHILDRENS HEALTHCARE OF ATLANTA. IN 2017, THE FOUNDATION HAD 77 PAID STAFF AND 9,545 VOLUNTEERS. CHILDRENS AT EGLESTON AND CHILDRENS AT SCOTTISH RITE ASSESS THE HEALTH CARE NEEDS OF THE COMMUNITIES THEY SERVE THROUGH STRATEGIC PLANNING PROCESSES COMPLETED FOR THE CHILDRENS HEALTHCARE OF ATLANTA SYSTEM. AS PART OF A 10-YEAR PLAN LAUNCHED IN 2007, CHILDRENS IS FOCUSING ON CLINICAL, RESEARCH, TEACHING AND WELLNESS. IN ADDITION, IN FEBRUARY 2006, A MANAGEMENT AGREEMENT WAS SIGNED FOR CHILDREN'S AT HUGHES SPALDING, OWNED BY GRADY HEALTH SYSTEM, TO BE OPERATED BY HSOC INC.-AN AFFILIATE OF CHILDREN'S. THE MISSION OF CHILDRENS AT HUGHES SPALDING IS TO MAKE KIDS BETTER TODAY AND HEALTHIER TOMORROW. CHILDREN'S BROKE GROUND ON A NEW FOUR-STORY FACILITY FOR CHILDREN'S AT HUGHES SPALDING IN AUGUST 2008. THIS NEW FACILITY OPENED IN FALL 2009 AND HOUSES CHILD-FRIENDLY INPATIENT BEDS, AN ENHANCED EMERGENCY DEPARTMENT AND SPECIALTY CLINICS FOR SICKLE CELL DISEASE, ASTHMA, PRIMARY CARE AND CHILD PROTECTION SERVICES. IN 2017, THE THREE HOSPITALS OPERATED BY CHILDREN'S HEALTHCARE OF ATLANTA, INC. PROVIDED 638 LICENSED BEDS AND MANAGED 1,028,551 PATIENT VISITS, 391,808 UNIQUE PATIENTS, 27,196 HOSPITAL ADMISSIONS, 165,837 INPATIENT DAYS, 993,851 OUTPATIENT VISITS, 42,781 SURGICAL PROCEDURES (INPATIENT AND OUTPATIENT), 233,184 EMERGENCY DEPARTMENT VISITS, 158,280 URGENT CARE CENTER VISITS AND 47,641 PRIMARY CARE VISITS. CHILDRENS ALSO MANAGED 76,070 CALLS FROM PARENTS ACROSS GEORGIA TO THE CHILDRENS NURSE ADVICE LINE. MARCUS AUTISM CENTER IS A NOT-FOR-PROFIT ORGANIZATION WITH A MISSION TO PROVIDE INFORMATION, SERVICES AND PROGRAMS TO CHILDREN WITH AUTISM SPECTRUM DISORDER, THEIR FAMILIES AND THOSE WHO LIVE AND WORK WITH THEM. MARCUS AUTISM CENTER OFFERS INTEGRATED ADVANCED CLINICAL, BEHAVIORAL, EDUCATIONAL AND FAMILY SUPPORT SERVICES THROUGH A SINGLE ORGANIZATION TO REDUCE THE STRESS FOR FAMILIES THAT USE OUR SERVICES. MARCUS AUTISM CENTER HAD ITS BEGINNINGS AS THE MARCUS DEVELOPMENTAL RESOURCE CENTER AT EMORY UNIVERSITY IN 1991. SINCE THEN, WITH THE HELP OF COMMUNITY SUPPORT, MARCUS AUTISM CENTER HAS TREATED MORE THAN 40,000 CHILDREN. IN 2017, THEY TREATED NEARLY 4,000 INDIVIDUAL PATIENTS AND DIRECTLY IMPACTED 5,000 CHILDREN IN GEORGIA AND BEYOND THROUGH CLINICAL CARE, RESEARCH OR COMMUNITY OUTREACH. THROUGH GENEROUS DONATIONS MARCUS AUTISM CENTER HAS BECOME A NATIONALLY RECOGNIZED CENTER FOR EXCELLENCE FOR THE PROVISION OF COORDINATED AND COMPREHENSIVE SERVICES FOR CHILDREN WITH AUTISM SPECTRUM DISORDER. SINCE INCEPTION, MARCUS AUTISM CENTER HAS PROVIDED SERVICES TO MORE THAN 40,000 INDIVIDUALS, CONDUCTED RESEARCH, AND PROVIDED EDUCATION AND TRAINING PROGRAMS. TOGETHER WITH FAMILIES, SUPPORT GROUPS, GOVERNMENT AGENCIES AND FOUNDATIONS, MARCUS AUTSIM CENTER IS STRENGTHENING THE COMMUNITY THROUGH ADVOCACY AT THE LOCAL AND STATE LEVEL. MARCUS AUTISM CENTER STRIVES FOR FULLER INTEGRATION OF INDIVIDUALS WITH AUTISM SPECTRUM DISORDER INTO SCHOOL AND COMMUNITY LIFE, BETTER ACCESS FOR FAMILIES TO APPROPRIATE CLINICAL AND EDUCATIONAL SERVICES, AND ENHANCED FUNDING FOR RESEARCH AND TRAINING. THE CENTER'S SERVICES INCLUDE PROVIDING CHILDREN AND THEIR CAREGIVERS SUPPORT, OPPORTUNITY, ENCOURAGEMENT, PRIDE, COMMITMENT AND DETERMINATION. IN 2017, THE RESEARCH TEAM AT MARCUS AUTISM CENTER CONTINUED WORK AS AN NIH AUTISM CENTER OF EXCELLENCE, RECORDING THOUSANDS OF VISUAL AND VOCAL MEASUREMENTS OVER INFANTS FIRST YEARS OF DEVELOPMENT. IN ADDITION, MARCUS AUTISM CENTER CONTINUED THEIR INVOLVEMENT IN A SCALABLE, PUBLIC ACTION STRATEGY CALLED "TALK WITH ME BABY" WHICH IS AIMED AT INCREASING EARLY EXPOSURE TO LANGUAGE AND PUBLIC UNDERSTANDING OF THE PRIMACY OF LANGUAGE. THIS PROGRAM PROVIDES PROFESSIONAL DEVELOPMENT TO NURSES, THE NATIONS LARGEST HEALTHCARE WORKFORCE WHO WILL COACH NEW AND EXPECTANT PARENTS TO DELIVER "LANGUAGE NUTRITION" TO THEIR KIDS. 1208459037 true true false false false false false false false true true false false true true true false true false false false false false false true true true true true true true false false false false false false true false true false false false true true true true false false true 220 21 true 12757 true false false false false false true true true 1 false false false X 80 68 true false false false true true true true true false false true true true true true true true true true true AK CA CO DC FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR RI SC TN UT WA WV WI X TOM BREMS 4047857944 3375 NORTHEAST EXPRESSWAY ATLANTA GA 30341 X Barbara Stoll MD Indiv Trustee - MAC 1.0 0.0 X 0 0 0 Gregory Abowd Indiv Trustee - MAC 1.0 0.0 X 0 0 0 John Dyer Ind Trustee-ECH/SR/EAS/EPG/MAC 1.0 0.0 X 0 0 0 Rebecca ROULAND Indiv Trustee - MAC 1.0 0.0 X 0 0 0 Frederick R Marcus PhD Indiv Trustee - MAC 1.0 0.0 X 0 0 0 Walt Deriso Indiv Trustee - MAC 1.0 0.0 X 0 0 0 Allen Ecker Indiv Trustee - MAC 1.0 0.0 X 0 0 0 Jimmy Carlos Indiv Trustee - Fdn 1.0 0.0 X 0 0 0 Mary Ellen Imlay Individual Trustee - FDN 1.0 0.0 X 0 0 0 Mark Kaufmann Ind Trustee-ECH/SR/EAS/EPG/FDN 1.0 0.0 X 0 0 0 William Pate Individual Trustee - Fdn 1.0 0.0 X 0 0 0 Bea Perez Individual Trustee - Fdn 1.0 0.0 X 0 0 0 Virginia Brewer Individual Trustee - Fdn 1.0 0.0 X 0 0 0 David Fagin Individual Trustee - Fdn 1.0 0.0 X 0 0 0 Jack Markwalter Individual Trustee - Fdn 1.0 0.0 X 0 0 0 Lovette Russell Individual Trustee - Fdn/HSOC 1.0 0.0 X 0 0 0 Daniel Salinas MD CMO/INDIV. TRUSTEE - ECH/SR/EA 10.0 40.0 X 0 1129291 119626 Jackie Montag Individual Trustee - HSOC 1.0 0.0 X 0 0 0 Madelyn Adams Individual Trustee - HSOC 1.0 0.0 X 0 0 0 Adam Fuller INDIVIDUAL TRUSTEE - FDN 1.0 0.0 X 0 0 0 Helen Carlos Individual Trustee - MAC 1.0 0.0 X 0 0 0 Ira Moreland Individual Trustee - FDN 1.0 0.0 X 0 0 0 Mark Rudel Individual Trustee - MAC 1.0 0.0 X 0 0 0 Michelle Jarrard IND TRUSTEE-FDN/ECH/SR/EAS/EPG 1.0 0.0 X 0 0 0 Ronald Frieson Indiv Trustee - HSOC/PRES FDN 1.0 50.0 X X 0 575707 55765 Cameron Sherrill Indiv Trustee - FDN 1.0 0.0 X 0 0 0 Charlie Brown Individual Trustee - MAC 1.0 0.0 X 0 0 0 David Sapp Indiv Trustee - MAC 1.0 0.0 X 0 0 0 Jack Cay Indiv Trustee - FDN 1.0 0.0 X 0 0 0 Jim Fortenberry MD Indiv Trustee - FDN 1.0 0.0 X 0 467650 63146 John Montag Indiv Trustee - FDN 1.0 0.0 X 0 0 0 Kristine Faulkner Indiv Trustee - FDN 1.0 0.0 X 0 0 0 Nick McKay Indiv Trustee - FDN 1.0 0.0 X 0 0 0 Paul Bowers Ind Trustee-ECH/SR/EAS/EPG/FDN 1.0 0.0 X 0 0 0 Tyler Woolson Indiv Trustee - FDN 1.0 0.0 X 0 0 0 Bernie Marcus Indiv Trustee - MAC 1.0 0.0 X 0 0 0 Richard Courts INDIV TRUSTEE - FDN 1.0 0.0 X 0 0 0 Shannon Sullivan Individual Trustee - FDN 1.0 0.0 X 0 0 0 William Taggert Individual Trustee - FDN 1.0 0.0 X 0 0 0 Tripp Rawls Individual Trustee - MAC 1.0 0.0 X 0 0 0 Pat Frias Indvidual Trustee - MAC 10.0 40.0 X 0 1306187 141101 Bernie Dixon Indiv. Trustee-ECH/SR/EAS/EPG 1.0 0.0 X 0 0 0 Cedric Miller MD Indiv. Trustee-(ECH/SR/EAS/EPG 1.0 0.0 X 126109 0 0 David Ratcliffe Indiv. Trustee-ECH/SR/EAS/EPG 1.0 0.0 X 0 0 0 Eddie Myers Indiv. Trustee-ECH/SR/EAS/EPG 1.0 0.0 X 0 0 0 Ernest Greer Indiv. Trustee-ECH/SR/EAS/EPG 1.0 0.0 X 0 0 0 Jeff Seaman Indiv. Trustee-ECH/SR/EAS/EPG 1.0 0.0 X 0 0 0 Jonathan Goldman Indiv. Trustee-ECH/SR/EAS/EPG 1.0 0.0 X 0 0 0 Keith Mason Indiv. Trustee-ECH/SR/EAS/EPG 1.0 0.0 X 0 0 0 Liz Blake Indiv. Trustee-ECH/SR/EAS/EPG/ 1.0 0.0 X 0 0 0 Stephanie Blank Indiv. Trustee-ECH/SR/EAS/EPG 1.0 0.0 X 0 0 0 Steve Cahillane Indiv. Trustee-ECH/SR/EAS/EPG 1.0 0.0 X 0 0 0 Lucky Jain Ind Trustee-MAC/Exec Prac Dir 1.0 0.0 X 279238 0 2274 Lynn Perez Indi Trustee-MAC/VP Ops MAC 1.0 0.0 X 241431 0 31569 Michael Riley INDIV TRUSTEE-HSOC/VP FIN OPS 1.0 0.0 X 298434 0 27527 Edwin Smith MD INDIV. TRUSTEEE-ECH/SR/EAS/EPG 1.0 0.0 X 0 0 0 Carol Tome INDIV. TRUSTEEE-ECH/SR/EAS/EPG 1.0 0.0 X 0 0 0 Chantal Bagwell Individual Trustee - FDN 1.0 0.0 X 0 0 0 Jay Cunningham Individual Trustee - FDN 1.0 0.0 X 0 0 0 Allison Dukes Individual Trustee - FDN 1.0 0.0 X 0 0 0 Marie Foster Individual Trustee - FDN 1.0 0.0 X 0 0 0 Lige Gillis Individual Trustee - FDN 1.0 0.0 X 0 0 0 Bill Mahle MD Individual Trustee - FDN 1.0 0.0 X 0 0 0 Marcia Taylor Individual Trustee - FDN 1.0 0.0 X 0 0 0 Mark Gilreath Individual Trustee - MAC 1.0 0.0 X 0 0 0 Joy Smith MD Individual Trustee - HSOC 1.0 0.0 X 0 0 0 Charles Ogburn INDIV.TRUSTEE-ECH/SR/EAS/EPG 1.0 0.0 X 0 0 0 Doug Black Individual Trustee - FDN 1.0 0.0 X 0 0 0 Alan Dahl Indiv. Trustee-ECH/SR/EAS/EPG 1.0 0.0 X 0 0 0 CHRIS MOFFETT INDIVIDUAL TRUSTEE - MAC 1.0 0.0 X 0 0 0 JOHN STEPHENSON INDIVIDUAL TRUSTEE - FDN 1.0 0.0 X 0 0 0 MARK GRIFFITHS MD INDIVIDUAL TRUSTEE - HSOC 1.0 0.0 X 17267 0 0 NICK FLETCHER INDIVIDUAL TRUSTEE - FDN 1.0 0.0 X 0 0 0 STEVE CHADDICK INDIVIDUAL TRUSTEE - FDN 1.0 0.0 X 0 0 0 TOMMY HOLDER IND TRUSTEE-ECH/SR/EAS/EPG/FDN 1.0 0.0 X 0 0 0 TIM SCHRADER MD INDIV TRUSTEE-ECH/SR/EAS/EPG 1.0 0.0 X 157708 0 2091 TONY RICH INDIVIDUAL TRUSTEE - FDN 1.0 0.0 X 0 0 0 Jesse Spikes Indiv Trustee - HSOC 1.0 0.0 X 0 0 0 Ami Klin Indiv Trustee - MAC 1.0 0.0 X 0 0 0 Larry Smith Indiv Trustee - MAC 1.0 0.0 X 0 0 0 Donna Hyland Pres/CEO - ECH/SR/EAS/EPG/MAC 10.0 40.0 X 0 2862644 320309 Ruth Fowler Treas ECH/SR/FDN/EAS/EPG/MAC 10.0 40.0 X 0 1230176 126662 Leslie Jones Sec - ECH/SR/EAS/EPG/MAC/HSOC 10.0 40.0 X 0 521851 79043 Tonja Bridges Dir Fdn Admn/Brd Corp Sect-Fdn 50.0 0.0 X 120634 0 27553 Mary Beth Bova SVP OPS-ECH/IND TRUSTEE-HSOC 50.0 0.0 X 363170 0 20666 Jill Strickland SVP Physician Practices Ops 50.0 0.0 X 352214 0 55399 Stacey Deweese VP Operations - SR 50.0 0.0 X 278305 0 28085 Linda Cole SVP Operations/CNO 10.0 40.0 X 0 449428 63288 Andrew Reisner Neurosurgeon 50.0 0.0 X 934631 0 27747 William Boydston Prac Dir Neursurgical Svcs 50.0 0.0 X 1001144 0 25849 DAVID WRUBEL NEUROSURGEON 50.0 0.0 X 865984 0 28331 BARUNASHISH BRAHMA NEUROSURGEON 50.0 0.0 X 839116 0 25040 JOSHUA CHERN NEUROSURGEON 50.0 0.0 X 766305 0 26030 Robert C Wilde Former Trustee- HSOC/CTO 50.0 0.0 X 437532 0 28867 Eugene Hayes Former Pres FDN/SR Development 50.0 0.0 X 99479 0 9171 Joe Williams FORMER TRUSTEE 1.0 0.0 X 32156 0 0 7210857 8542934 1335139 837 true true false EMORY UNIVERSITY 201 DOWMAN DRIVE ATLANTA GA 30322 HEALTHCARE SVCS 113030997 BRASFIELD GORRIE LLC PO BOX 11407 BIRMINGHAM AL 352460351 CONTRACTING SVCS 73301897 MORRIS DICKSON CO LLC PO BOX 51367 SHREVEPORT LA 711351367 PHARMACY DISTRIB. 40125520 PEDIATRIC EMERGENCY MEDICINE associ 2247 SALIENT ROAD MARIETTA GA 300641360 EMERGENCY SERVICES 17656467 CVS CAREMARK LLC PO BOX 840336 DALLAS TX 752840336 PRESCRIPTION SVCS 14832762 245 3014848 10102976 70414225 1083597 83532049 NET PATIENT SERVICE REV 622310 1500736693 1500736693 0 0 GRADUATE MEDICAL FUNDING 622310 16262070 16262070 0 0 STATE NEONATE INCOME 622310 4186666 4186666 0 0 MANAGEMENT SERVICE FEE 622310 43435923 43435923 0 0 TUITION INCOME 622310 888374 888374 0 0 1565509726 7071459 7071459 0 0 3576254 2732661 843593 0 843593 843593 16021260 1018979 3916844 3297713 12104416 -2278734 9825682 9825682 11188264 3014848 2440348 8747916 8747916 124891 62712 62179 62179 0 0 0 MEANINGFUL USE 900099 2818856 2818856 0 0 GIFT SHOPS 900099 2058053 2058053 0 0 PARKING 900099 1383143 1383143 0 0 9218464 9218464 0 0 15478516 1691071120 1580988242 0 26550829 4302780 4302780 22300 22300 0 0 0 0 1758746 1097841 586811 74094 0 0 0 0 717276144 596532901 114834899 5908344 34931076 29276787 5654289 0 85376305 70338498 13584625 1453182 44948630 37672801 7275829 0 0 0 1209196 326104 883092 0 421521 0 421521 0 0 0 0 0 0 0 0 0 0 0 13940514 12622585 1214901 103028 12241798 6046410 6108353 87035 12448865 8390359 3335791 722715 23923187 20092992 3828630 1565 0 0 0 0 25610493 19356275 6248785 5433 2653070 1400498 1104539 148033 0 0 0 0 6164356 3417516 2578629 168211 20823617 22714 20800903 0 0 0 0 0 62740379 43709521 19030858 7543662 5221262 2322400 MEDICAL SUPPLIES 173279370 172307545 971767 58 PURCHASED SVCS-MEDICAL 43842105 43842105 0 0 BAD DEBT EXPENSE 23196559 23196559 0 0 PURCHASED SVCS-NON MED 28370592 24080854 0 4289738 90111580 85181830 4403748 526002 1437136845 1208459037 215190370 13487438 77319733 118462617 0 0 42334959 36450603 174759292 199003899 0 0 0 0 0 0 20737174 23809410 13019227 12510631 1494319255 718504211 619548608 775815044 143045222 245820128 140794286 155598528 0 0 0 0 2453998064 2463068823 3685556565 4030539683 195719966 226744097 7556469 0 0 0 0 0 0 0 0 0 0 0 0 0 472623652 668297477 675900087 895041574 X 2512460158 2591018681 301267775 327858434 195928545 216620994 3009656478 3135498109 3685556565 4030539683 X 253934275 53542551 0 0 0 -181635195 X false true X true true true X 90979701 81478337 78702680 94771344 76891967 422824029 0 0 90979701 81478337 78702680 94771344 76891967 422824029 44793338 378030691 8323999 22837809 9308832 8184277 48654917 0 4550 4550 471483496 6893484030 0.80179 0.80118 X 8626000 9176000 7238000 9870000 8364000 43274000 2688000 2558000 3769000 5424000 6164000 20603000 0 0 0 11314000 11734000 11007000 15294000 14528000 63877000 0 0 0 63877000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 164000 178000 98000 66000 195000 701000 11478000 11912000 11105000 15360000 14723000 64578000 0.98915 0.00000 0.00000 0.00000 X false false false false false 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PUBLIC CHARITY STATUS OF GROUP RETURN AFFILIATES SCHEDULE A, PART I EGLESTON CHILDREN'S HOSPITAL AT EMORY UNIVERSITY, INC. PUBLIC CHARITY STATUS: 170(B)(1)(A)(III) - BOX 3 SCOTTISH RITE CHILDREN'S MEDICAL CENTER, INC. PUBLIC CHARITY STATUS: 170(B)(1)(A)(III) - BOX 3 EGLESTON AFFILIATED SERVICES, INC. PUBLIC CHARITY STATUS: 170(B)(1)(A)(III) - BOX 3 EGLESTON PEDIATRIC GROUP, INC. PUBLIC CHARITY STATUS: 170(B)(1)(A)(III) - BOX 3 HSOC, INC. PUBLIC CHARITY STATUS: 170(B)(1)(A)(III) - BOX 3 MARCUS AUTISM CENTER, INC. PUBLIC CHARITY STATUS: 509(A)(2) - BOX 10 CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION PUBLIC CHARITY STATUS: 509(A)(1) AND 170(B)(1)(A)(VI) - BOX 7 151455152 0 14740293 0 562211 0 165633234 144155800 7825208 525856 151455152 142112872 2500092 457164 144155800 133659871 0 8855491 0 402389 101 142112872 121601928 12361363 297897 5523 133659871 0.00000 0.93910 0.06090 true false 152035877 152035877 584570546 278974985 305595561 8484241 7214369 1269872 518921705 233250683 285671022 230306886 199064174 31242712 775815044 IC RECEIVALBES FROM PARENT 2451678495 DEPOSITS/NON CURRENT ASSETS 11390328 2463068823 0 BONDS 639689692 LONG TERM INSURANCE RESERVES 23637462 DUE TO/FROM GOVERNMENT PAYORS 4061667 NON CURRENT LIABILITIES 908656 668297477 X Intended use of endowment funds SCHEDULE D, PART V, LINE 4 THE PERMANENTLY RESTRICTED ENDOWMENT BALANCE INCLUDES $48,018,919 OF EGLESTON'S BENEFICIAL INTEREST IN TRUSTS AND $107,579,659 OF SCOTTISH RITE'S BENEFICIAL INTEREST IN TRUSTS. CHILDREN'S IS THE PRIMARY BENEFICIARY OF THE PROPORTIONAL INCOME FROM CERTAIN PERPETUAL THIRD-PARTY TRUSTS. CHILDREN'S HAS NO ACCESS TO THE CORPUS OF THESE TRUSTS AND HAS LIMITED INPUT INTO, AND ONLY IN SOME CASES, THE INVESTMENT MIX OF THE UNDERLYING FUNDS HELD BY THE TRUSTS. THE ESTIMATED PRESENT VALUE OF FUTURE DISTRIBUTIONS TO BE RECEIVED FROM THESE TRUSTS IS USED FOR VALUATION PURPOSES. ALL ENDOWMENT FUNDS ARE COMPRISED OF PUBLICLY TRADED AND MARKETABLE SECURITIES, WITH THE EXCEPTION OF THE SCOTTISH RITE BENEFICIAL INTERESTS IN TRUSTS, WHICH ARE CLASSIFIED AS OTHER SECURITIES. ENDOWMENT FUNDS ARE UTILIZED TO PROVIDE FINANCIAL SUPPORT FOR CLINICAL, RESEARCH, TEACHING, AND WELLNESS INITIATIVES AND PROGRAMS, INCLUDING A DESIGNATED PORTION FOR CHARITY CARE SERVICES. DESCRIPTION OF OTHER LIABILITIES SCHEDULE D, PART X THE INTERCOMPANY BALANCE INCLUDES THE FILING ORGANIZATION'S SHARE OF THE TAX-EXEMPT BOND LIABILITIES AS PART OF THE HEALTH SYSTEM'S OBLIGATED GROUP. DETAILED INFORMATION ABOUT THE OBLIGATED GROUP'S TAX EXEMPT BONDS IS REPORTED ON THE FORM 990 OF THE GROUP'S PARENT, CHILDREN'S HEALTH CARE OF ATLANTA, INC., EIN 58-2367819. FIN 48 (ASC740) FOOTNOTE SCHEDULE D, PART X, LINE 2 CHILDREN'S HEALTHCARE OF ATLANTA FOLLOWS THE PROVISIONS OF ASC 740 (FIN 48), WHICH ADDRESSES LIABILITY FOR UNCERTAIN TAX POSITIONS. NO RELATED DISCLOSURES HAVE BEEN NECESSARY IN CHOA'S AUDITED FINANCIAL STATEMENTS FOR FISCAL YEARS 2017 AND 2016. HOPE&WILL GALA 1121707 751350 370357 20196 94000 4750 73217 SPRING CLASSIC 517317 302200 215117 151170 102 13535998 2933208 10602790 169 196653 141217 27750 1731226 15175022 3986758 11188264 169 216849 235217 32500 1955613 2440348 8747916 124891 62712 false 124891 62712 62712 62179 GA true false true false 1.00000 1.00000 Gerald Pendrey 3375 NORTHEAST EXPRESSWAY Atlanta GA 30341 false Denise Barnes 0 Employee/Independent X false true true X true X 235. true X 340. true true false true true 28894612 2007000 26887612 0.01900 702815172 613077260 89737912 0.06350 0 0 0 0.00000 731709784 615084260 116625524 0.08250 29121240 4237675 24883565 0.01760 26009107 18972086 7037020 0.00500 50245005 19306953 30938052 0.02190 50910872 12801537 38109335 0.02700 156286224 55318251 100967972 0.07150 887996008 670402511 217593496 0.15400 26440 0 0.00000 26440 0 0.00000 true 23196559 0 8803000 9284013 -481013 X true true See Part VI Outpatient Surgery Center 0.51 0.49 2 1 Egleston Children's Hospital 1405 Clifton Road NE Atlanta GA 30322 CHOA.ORG 044-079 X A 2 SCOTTISH RITE CHILDREN'S MEDICAL CTR 1001 JOHNSON FERRY ROAD NE ATLANTA GA 30342 CHOA.ORG 060-303 X A GROUP A 12 false false true X X X X X X X X X 16 true true false true X SEE PART V, SECTION C X true 16 true SEE PART V, SECTION C false true X 235. 340. X X true true X X X X true X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X true X false X true X false false FORM 990, SCHEDULE H, PART V, SECTION B, LINE 5 Input was gathered from a broad range of remarkable healthcare leaders who are passionate about the interest of children and adolescents. These leaders identified and prioritized pediatric community health needs to help advance the health and wellness of children and adolescents within the community. List of CHNA Contributors: 1 Michael Anderson, M.D. Pediatrician Children's Pediatric Center East Main 2 Rosalyn Bacon Deputy Director Fulton County Department of Health and Wellness 3 Elizabeth Baker Parent Children's Family Advisory Council 4 Fredly Bataille, M.D. Pediatrician Intown Pediatric and Adolescent Medicine 5 Laurie Bivins, N.P. Pediatric Nurse Practitioner Pediatrics at Whitlock 6 Karen Bonnie, M.D. Pediatrician Little Five Points Pediatrics 7 Jennifer Brown District Child Health and Immunization Nurse Northeast Georgia Public Health 8 Steve Carter, M.D. Pediatrician West Atlanta Pediatrics 9 Rajani Chaudhari, M.D. Pediatrician Children's Healthcare of Atlanta 10 Nicola Chin, M.D. Pediatrician First Georgia Physicians Pediatrics 11 Jeffrey Cooper, M.D. Pediatrician Cooper Pediatrics 12 Lisa Crossman Deputy Director Cobb and Douglas Public Health Department 13 Lori Desoutter, M.D. Pediatrician Pediatric Associates of North Atlanta 14 Karen Dewling, M.D. Pediatrician Johns Creek Pediatrics 15 Falita Flowers State Director, Federal Child Nutrition Programs Georgia Department of Early Care and Learning 16 Patrick Frias, M.D. Chief Operating Officer Children's Healthcare of Atlanta 17 Ronald Frieson President, Foundation and External Affairs Children's Healthcare of Atlanta 18 Jaquelin Gotlieb, M.D., F.A.A.P. Pediatrician The Pediatric Center of Stone Mountain, LLC 19 Janice Haker Director, Georgia Head Start Collaboration Office Bright from the Start: Georgia Department of Early Care and Learning 20 Angie Hanes District Nursing Director District 2 Public Health Department 21 Valerie Harper Parent Children's Family Advisory Council 22 Lloyd Hofer, M.D. Director Gwinnett, Newton and Rockdale Health Departments 23 Georgina Howard Nursing Director Fulton County Department of Health and Wellness 24 Holly Hubbard, M.D. Pediatrician Hubbard Pediatric Group 25 Vanna Jackson, M.D. Pediatrician Sandy Springs Pediatrics 26 Lindsey Jorstad Community Services Outreach Manager Gwinnett County 27 Patricia Joseph Director of Nursing DeKalb County Board of Health 28 Christi Kay President HealthMPowers Inc. 29 Cheryl Jones Kendall, M.D. Pediatrician We Care Pediatric and Adolescent Group Inc. 30 John Kennedy, M.D. District Health Director Cobb and Douglas Public Health Department 31 Panyavee Khan, M.D., F.A.A.P. Pediatrician and CEO Cumming Pediatric Group 32 Natasha Kimsey, R.D., L.D. Director of Clinic Operations Gwinnett, Newton and Rockdale County Health Departments 33 Barbara King Parent Children's Family Advisory Council 34 Aaron Klepinger Parent Children's Family Advisory Council 35 Elizabeth LeDuc, M.D. Pediatrician Center for Pediatric Wellness PC 36 Laura Lenaeus Parent Children's Family Advisory Council 37 Robert Licata, M.D. Pediatrician Pediatric Associates of Johns Creek PC 38 Roberta Lucas, M.D. Pediatrician Lucas Pediatrics 39 Sabrina Mallett Planning and Partnership Director Cobb and Douglas Public Health 40 Steven Malone Recreation Services Manager Roswell Recreation, Parks, Historic and Cultural Affairs Department 41 Andrew Marks Parent Children's Family Advisory Council 42 Lindsay Marks Parent Children's Family Advisory Council 43 Kevin Mason, M.D. Deputy Director Clayton County Board of Health 44 Dan Mathews Director of Camping Services Camp Twin Lakes 45 Linda Matzigkeit Chief Administrative Officer Children's Healthcare of Atlanta 46 Gina Maxey, M.D. Pediatrician Pediatrician Village Pediatrics 47 Ginger McGee Medical Practice Manager North Point Pediatrics 48 Laura Mixson Parent Children's Family Advisory Council 49 Eduardo Montana, M.D. Executive Medical Director Children's Cardiovascular and Preventive Medicine 50 Katherine Morris, N.P. Nurse Practitioner Medlock Pediatrics 51 Andrew Muir, M.D. Chief, Pediatric Endocrinology Children's Healthcare of Atlanta 52 Natalie Mundy Mentoring 4 GA Program Manager Big Brothers Big Sisters of Metro Atlanta 53 John Mynatt Jr., M.D. Pediatrician Locust Grove Pediatrics LLC 54 Beth Ochoa School Nurse Supervisor Paulding County Schools 55 Julie Opeka N.P. Nurse Practitioner Grayson Pediatrics 56 Stephanie Patterson On Behalf of East Cobb Pediatrics 57 William Payne, M.D. Pediatrician Cartersville Pediatric Associates 58 Emily Pelton Executive Director Voices for Georgia's Children 59 Kara Prickett, M.D. Assistant Professor Emory University 60 Julia Roberts Parent Children's Family Advisory Council 61 Kerith Rudnicki, M.D. Pediatrician Children's Medical Group PC 62 Adriana Rzeznik, M.D. Pediatrician Woodstock Pediatric Medicine PC 63 Dan Salinas, M.D. Chief Medical Officer Children's Healthcare of Atlanta 64 Stella Shin, M.D. Pediatric Nephrologist Emory Healthcare and Children's Healthcare of Atlanta 65 Andrea Silver Parent Children's Family Advisory Council 66 Gwen Sirmans Parent Children's Family Advisory Council 67 Jonika Sutton Parent Children's Family Advisory Council 68 Laura Tanase Nutrition and Wellness Specialist Georgia Department of Education 69 Zachary Taylor, M.D. North Georgia Health District Director Georgia Department of Public Health 70 Joshua Vova, M.D. Director of Rehabilitation Medicine Children's Healthcare of Atlanta 71 Harriett Wellborn On Behalf of Pediatric Associates of Lawrenceville 72 David Westfall, M.D. District Health Director District 2 Public Health Department 73 Robert Whipple IV, M.D. Pediatrician Pediatric Associates of Newnan 74 Carol Williams, M.D. Pediatrician KidCare Pediatrics The CHNA was completed from June 30, 2016 to July 15, 2016. The survey was completed by individuals representing the interests of the pediatric healthcare community in the greater metropolitan Atlanta region, including children of all ages, races, ethnicities, income levels and insurance statuses. These individuals also represent each of the counties in the primary and secondary service areas. There was significant consensus that the pediatric community health need priorities and issues identified affected children across multiple cultural, socio-economic and geographic communities within the expansive greater metro Atlanta region. Childrens has developed programs to address health needs of immigrant and transient populations. These programs include 1) the Primary Care Center at Chamblee which offers routine health checkups, sick visits for children, immunizations for school to infants, children and adolescents who rely on Medicaid 2) interpretative services at every facility, and 3) resources for staff to increase cultural awareness concerning the health needs of immigrant populations. Hughes Spalding is a hospital managed by Childrens for Fulton-DeKalb Hospital Authority. In addition to being an acute care hospital with a full service emergency department and inpatient beds, Hughes Spalding provides primary care services for those underserved populations in and around downtown. Finally, some of the community groups that participated in survey and represent unique health needs includes: *HealthMPowers, Inc.: Obesity and Nutrition, *Bright From the Start: Early Care and Learning, *Camp Twin Lakes: Inclusion for kids with special needs, *Voices for Georgias Kids: Child Policy and Advocacy, and *Big Brother, Big Sisters of Metro Atlanta: Mentoring for children facing adversity. SCHEDULE H, PART V, SECTION B, LINE 6A The CHNA report was conducted with both Egleston Children's Hospital and Scottish Rite Hospital. FORM 990, SCHEDULE H, PART V, SECTION B, LINE 7A THE CHNA REPORT WAS WIDELY AVAILABLE TO THE PUBLIC AT THE HOSPITAL FACILITY'S WEBSITE LISTED BELOW: http://childrensatl.uberflip.com/i/227994-community-health-needs-assessmen t-2016 FORM 990, SCHEDULE H, PART V, SECTION B, LINE 10A http://childrensatl.uberflip.com/i/227994-community-health-needs-assessmen t-2016 SCHEDULE H, PART V, PART B, LINE 11 OUR IMPLEMENTATION STRATEGY Unique and detailed implementation plans for Egleston and Scottish Rite Hospitals are included in the CHNA report located at www.choa.org or at http://childrensatl.uberflip.com/i/227994-community-health-needs-assessmen t-2016 Due to the long history of Children's working with the community, the health needs uncovered in the assessment were not unexpected. Each of the 10 needs is actively being addressed in some capacity by existing and ongoing programs and services of Children's. There are many organizations in the community that are addressing these needs, as well. Due to limited resources and the extraordinary cost of providing highly specialized care to children throughout Georgia, the Children's Community Health Needs Implementation Strategy is focused on leveraging existing programs, services and resources, where possible, and focuses on the health need priorities of children and adolescents who reside in our 18-county, metropolitan Atlanta primary and secondary service area communities. In addition to leveraging existing programs, over the next three years, Children's will place special emphasis on four of the top five needs, as these tightly align with our strategic plan. These needs are: . provide coordination and continuity of services through "medical homes". . enhance partnerships to improve access to behavioral health services . provide access to subspecialty services . develop programs to coordinate the transition of care to adulthood Form 990, Schedule H, Part V, Section B, Line 16 THE FAP WAS WIDELY AVAILABLE TO THE PUBLIC AT THE HOSPITAL FACILITY'S WEBSITE LISTED BELOW: HTTPS://WWW.CHOA.ORG/~/MEDIA/FILES/CHILDRENS/PATIENTS/FINANCIAL-ASSISTANCE -POLICY-ENG-2018.PDF 31 Marcus Autism Center 1920 Briarcliff Road Atlanta GA 30329 Outpatient Services Children's Outpatient Surg Ctr Sat Blvd 2620 Satellite Boulevard Duluth GA 30096 Outpatient Services Children's Medical Office Building 5455 Meridian Mark Road NE Atlanta GA 30342 Outpatient Services Children's Special Services 2015 Uppergate Drive Atlanta GA 30322 Outpatient Services Childrne's at Meridian Mark LLC 5445 Meridian Mark Road NE Atlanta GA 30342 Outpatient Services Children's at North Druid Hills 1605 Chantilly Drive NE Atlanta GA 30324 Outpatient Services Children's at Forsyth 410 Peachtree Parkway Cumming GA 30041 Outpatient Services Children's at Satellite Boulevard 2660 Satellite Boulevard Duluth GA 30096 Outpatient Services Children's at Town Center 625 Big Shanty Road NW Kennesaw GA 30144 Outpatient Services Children's at Webb Bridge 3155 North Point Parkway Alpharetta GA 30005 Outpatient Services Children's at Sandy Plains 3618 Sandy Plains Road Marietta GA 30066 Outpatient Services Children's at Fayette 1265 Highway 54 West Fayettville GA 30214 Outpatient Services Children's at Mount Zion 2201 Mount Zion Parkway Morrow GA 30260 Outpatient Services Children's at Alpharetta Highway 11835 Alpharetta Highway Roswell GA 30076 Outpatient Services Children's at Cobb 1371 Church Street Extension Marietta GA 30060 Outpatient Services Children's at Hudson Bridge 1510 Hudson Bridge Road Stockbridge GA 30281 Outpatient Services Children's at Northpoint 3795 Mansell Road Alpharetta GA 30022 Outpatient Services Primary Care Center of Chamblee 4166 Buford Highway Atlanta GA 30345 Outpatient Services Day Rehabilitiation Center 993-F Johnson Ferry Road NE Atlanta GA 30342 Outpatient Services Children's at Hamilton Mill 2108 Teron Place Dacula GA 30019 Outpatient Services Children's at Duluth 2270 Duluth Highway 120 Duluth GA 30097 Outpatient Services Children's at Snellville 2220 Wisteria Drive Snellville GA 30078 Outpatient Services Children's at Executive Park 6 Executive Park Drive NE Atlanta GA 30329 Outpatient Services Children's at Marietta 175 White Street Marietta GA 30060 Outpatient Services Children's at Old Milton Parkway 3300 Old Milton Parkway Alpharetta GA 30005 Outpatient Services Children's at Suwanee 3640 Burnette Road Suwanee GA 30024 Outpatient Services Northside Professional Center 975 Johnson Ferry Road NE Atlanta GA 30342 Outpatient Services Children's at Century Center Boulevard 1975 Century Boulevard Atlanta GA 30345 Outpatient Services Children's at Ivy Walk 1675 Cumberland Parkway Suite 105 Smyrna GA 30080 Outpatient Services Children's at Cherokee 1554 Riverstone Parkway Canton GA 30114 Outpatient Services Pavilion at Lake Hearn 1100 Lake Hearn Drive Suite 450 Atlanta GA 30342 Outpatient Services Community Benefit Reporting PART I, LINE 6A CHILDREN'S HEALTHCARE OF ATLANTA, INC., A RELATED ORGANIZATION, PREPARES AND MAKES AVAILABLE TO THE PUBLIC AN ANNUAL COMMUNITY BENEFIT REPORT THAT INCLUDES EGLESTON AND SCOTTISH RITE'S COMMUNITY BENEFITS. COSTING METHODOLOGY PART I, LINE 7 THE COSTING METHODOLOGY UTILIZED WAS DERIVED PER IRS SCHEDULE, WORKSHEET 2, WHICH CALCULATES RATIO OF PATIENT CARE COST TO CHARGES. SUBSIDIZED HEALTH SERVICES PART I, LINE 7G THE SUBSIDIZED HEALTH SERVICES REPORTED ARE FOR HOSPITAL BASED PHYSICIAN CLINICS, INCLUDING DENTAL, ORTHODONTIC, MULTI-SPECIALTY, ETC. BAD DEBT EXPENSE PART I, LINE 7 COLUMN (F) BAD DEBT EXPENSE IN THE AMOUNT OF $23,196,559 HAS BEEN REMOVED FROM TOTAL EXPENSE. COMMUNITY BUILDING ACTIVITIES PART II Childrens Healthcare Community Building Activities include: Atlanta Falcons Youth Foundation: Childrens attends and frequently presents at monthly meetings with other grantee organizations to discuss project details related to program development and implementation. The primary purpose of this meeting is to support collaborative relationships between grantee organizations and to sustain partnerships. Atlanta Public Schools Wellness Committee: Childrens participates in the Atlanta Public Schools District Wellness Council meetings, in which organizations come together to highlight current APS work and discuss new ways to partner to better student health and wellness at APS. This also provides an opportunity to provide guidance on the districts school wellness policy. Bright from the Start: Georgia Department of Early Care and Learning (DECAL) Head Start Health Services Advisory Committee. The Health Services Advisory Committee is comprised of local organizations that advise the agency and provide support for health and wellness initiatives for Head Start and Early Head Start students. Cobb 2020: The Cobb2020 Partnership is a partnership of community organizations and individuals dedicated to promoting healthy lifestyles and the delivery of essential health services in Cobb County. The partnership completed a community health assessment, and developed a Health Improvement Plan, targeting the reduction and prevention of chronic diseases such as diabetes, stroke, heart disease and cancer. Farm to Early Care and Education: Farm to Early Care and Education is a coalition of organizations committed to promoting nutrition education, local foods, and gardening in early care and education programs throughout Georgia. Food Oasis Atlanta: Georgia Food Oasis seeks to connect and empower Georgians to healthier ways to eat, cook, and grow local, fresh food through access, events and education. Partner stakeholders include local organizations, government, businesses, growers, and residents. Georgia Association for Health Literacy: Childrens is a member of the Georgia Association for Health Literacy, a coalition dedicated to improving health literacy and access to healthcare for all Georgians. Partner organizations include the Georgia Hospital Association, Emory School of Nursing, Emory School of Medicine, Merck Pharmaceuticals, the University of Georgia, Georgia Watch, Georgia State University, the Georgia Dental Association and others. Georgia Campaign for Adolescent Power and Potential: Childrens participates in GCAPPs Adolescent Services Network workgroup, providing education and resources regarding adolescent health and wellness. Georgia Farm to School Alliance: Childrens is a member in this network that joins statewide agencies working in food, farming and nutrition to collaborate and provides updates on resources and support for Farm to School, and creates a dialogue for building statewide programming. Georgia SHAPE: Childrens participates on the SHAPE advisory board and several workgroups. This statewide Governor-led initiative brings together governmental, philanthropic, academic and business communities to address childhood obesity in Georgia. Georgia SHAPE works to: reach disparate populations, increase the aerobic capacity measure of Georgias youth, increase the breastfeeding rate across Georgia, and increase the number of early care centers that excel in nutrition and physical activity measures. Gwinnett Coalition for Health and Human Services: Childrens participates in the Gwinnett Coalition for Health and Human Services Health and Wellness Committee. The county-wide initiative includes "Live Healthy Gwinnett". Live Healthy Gwinnett promotes positive change in the Gwinnett community and encourages people to be active, eat healthy, get checked, and be positive. The initiative brings several local partners to the table to plan events, develop partnerships, and seek grant opportunities. Gwinnett County Schools Wellness Committee: Childrens participates in the Gwinnett County Schools District Wellness Council meetings, in which organizations come together to highlight current Gwinnett County Schools work and discuss new ways to partner to better student health and wellness. This also provides an opportunity to provide guidance on the districts school wellness policy. Child Development Institute Head Start Health Services Advisory Committee: The Health Services Advisory Committee is comprised of local organizations that advise the agency and provide support for health and wellness initiatives for Head Start and Early Head Start students. Childrens serves as the president of the 2016-2017 committee. BAD DEBT EXPENSE PART III, LINE 2 AND 3 The costing methodology used in determining amounts reported on lines 2 and 3 was 100% of accounts written off to bad debt as reported on audited financial statements. Children's charity recognition processes are believed to result in appropriate differentiation between charity and bad debt. As such, Children's reflects 0 (zero) on Part III, section A, line 3. Part III, Line 4 The provision for bad debts relating to patient service revenue is based on an evaluation of potentially uncollectible portions of accounts receivable. The provision considered necessary for such debts is based on an analysis of current and past due accounts, collection experience in relation to amounts billed and other relevant information. The allowance for uncollectible accounts represents the estimated uncollectible portion of patient accounts receivable for self-pay receivables associated with patients that have third party coverage. Part III, Line 8 MEDICARE PAYMENT AND MEDICARE CHARGES ARE ISOLATED BASED ON PAYMENTS POSTED/RECEIVED IN THE CALENDAR YEAR. COST IS ESTIMATED USING OVERALL COST-TO-CHARGE RATIO. PROVISIONS ON COLLECTION PRACTICES FOR QUALIFIED PATIENTS PART III, LINE 9B Initial screenings of all inpatient, emergency, and surgery encounters as well as most outpatient visits are conducted by financial counselors to identify potential insurance or other coverage for each patient. Counselors make contact with the families, either in person or letter, to assist the family in identifying any programs for which the patient/service may qualify (including Medicaid, state children's health insurance program (schip), insurance coverage, and charity assistance). If the family cannot be located or is uncooperative after a period of time, these accounts are transferred to an internal collection area for further attempts to obtain payment or, if the patient may qualify for assistance, to secure a financial assistance application. MANAGEMENT COMPANIES AND JOINT VENTURES PART IV, LINE 1 Column A, Name of Entity: Children's Healthcare of Atlanta Surgery Center at Meridian Mark Plaza, LLC. Column B, description of primary activity: Outpatient Surgery Center Column C, organization's profit or stock ownership %: 51% Column E, officers, directors, trustees or key employees profit % or stock ownership %: 0% Column E, physicians profit % or stock ownership %: 49% NON-HOSPITAL HEATH CARE FACILITIES PART V, SECTION C THE NON-HOSPITAL HEALTH CARE FACILITIES LISTED PROVIDE SERVICES TO PATIENTS ON AN OUTPATIENT BASIS. THESE SERVICES VARY BY LOCATION AND FACILITY AND MAY INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING: URGENT CARE SERVICES, REHABILITATION, DIAGNOSTIC AND TREATMENT SERVICES, SURGICAL SERVICES, SPORTS MEDICINE AND ORTHOTICS AND PROSTHETICS SERVICES. NEEDS ASSESSMENT PART VI, LINE 2 To continue to advance the health and wellness of children and adolescents within the community, Children's identified and prioritized pediatric community health needs with input from a broad range of truly remarkable healthcare professionals who are passionate about the interests of children and adolescents. The assessment helps Children's better understand the needs of the pediatric healthcare community, informs our community benefit activities and influences our strategic planning efforts. We will repeat the community health needs assessment process every three years and report the results of our assessment on the children's website in accordance with IRS regulations. OUR COMMUNITY OF FOCUS The 2016 CHNA focused on identifying pediatric healthcare needs in the metropolitan Atlanta region, focusing specifically on the 18-county primary and secondary service areas that accounted for 77 percent of admissions, 97 percent of Emergency department visits and 92 percent of outpatient visits to Children's during 2015. These 18 counties are Bartow, Carroll, Cherokee, Clayton, Cobb, Coweta, DeKalb, Douglas, Fayette, Forsyth, Fulton, Gwinnett, Hall, Henry, Newton, Paulding, Rockdale and Walton. PROCESS and DATA SOURCES Building on extensive work conducted in the 2013 CHNA, the 2016 CHNA process used a survey to validate the top needs and determine whether any new needs had emerged in the three years between assessments. The survey was completed by 79 individuals representing the interests of the pediatric healthcare community in the greater metropolitan Atlanta region, including several participants from the original 2013 assessment. A complete list of participants is available in the acknowledgments. These individuals represent diverse healthcare backgrounds, including community leaders, physicians, Children's Healthcare of Atlanta employees and family advisory council members. These individuals also represent each of the counties in the primary and secondary service areas. Each contributor was asked to rank the pediatric community health need priorities identified in 2013 on an ordinal scale with 1 being the highest priority and 10 being the lowest priority. There was significant consensus that these issues affected children across multiple cultural, socio-economic and geographic communities within the expansive greater metro Atlanta region. Participants also had the opportunity to identify new health needs in addition to the 10 identified in 2013. The CHNA was completed from June to July 2016. COMMUNITY HEALTH NEEDS PRIORITIES Though participants in the 2016 assessment had the opportunity to identify new needs, no new needs were expressed by a majority of participants. The 10 pediatric healthcare needs identified in the 2013 CHNA remain the top needs in 2016, though their priority ranking has slightly shifted. The 2016 CHNA needs in priority order are: 1. Provide coordination and continuity of services through "medical homes" 2. Enhance partnerships to improve access to behavioral health services 3. Provide access to subspecialty services 4. Develop programs to reduce obesity 5. Enhance awareness of asthma 6. Develop programs to coordinate the transition of care to adulthood 7. Establish partnerships with schools to coordinate approaches to address health issues 8. Enhance access to services that address adolescent health issues 9. Enhance access to dental health services 10. Develop programs to address health needs of immigrant and transient populations PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE PART VI, LINE 3 Annually, a newspaper notice advises the community that the organization's hospitals are Medicaid providers participating in the state's indigent care trust fund, and that financial assistance for medically necessary hospital services may be available. Similarly, signs at all hospital registration sites provide patients and families with similar notice. In addition, hospital financial counselors actively engage families to assist them in securing financial assistance, and written notices advise families to contact customer service with any issues concerning their bills and potential assistance. Community information PART VI, LINE 4 GEOGRAPHIC Childrens is the largest pediatric provider in the state, caring for children from all 159 Georgia counties in 2017. DEMOGRAPHICS OF THE 10.4 MILLION PEOPLE WHO LIVE IN GEORGIA, 2.5 MILLION (24 PERCENT) OF THOSE ARE CHILDREN (DEFINED AS LESS THAN 18 YEARS OF AGE). APPROXIMATELY 1.4 MILLION CHILDREN LIVE IN THE ATLANTA MSA, MAKING IT THE 6TH LARGEST PEDIATRIC POPULATION AMONG THE TOP 10 LARGEST METRO AREAS IN THE UNITED STATES. THE LARGEST POPULATION OF CHILDREN IN THE ATLANTA MSA BY AGE COHORT IS CHILDREN AGES 10 TO 14 YEARS OLD (JUST UNDER 420,000). THE ATLANTA MSA POPULATION IS RACIALLY DIVERSE: 47.2 PERCENT WHITE, 33.4 PERCENT BLACK OR AFRICAN AMERICAN, 10.7 PERCENT HISPANIC OR LATINO, 6.1 PERCENT ASIAN OR PACIFIC ISLANDER AND 2.6 PERCENT OTHER. THE 2017 ESTIMATED AVERAGE HOUSEHOLD INCOME FOR RESIDENTS IN THE ATLANTA MSA IS APPROXIMATELY $91,300 as compared to $72,600 for residents in other Georgia counties. Promotion of community health PART VI, LINE 5 The Children's Healthcare of Atlanta Board of Trustees is the governing body of Children's. It is comprised of voluntary community leaders who share a commitment to serving the community by enhancing the lives of children. A majority of this governing body is comprised of board members who reside in the organization's primary service area. They are not employees or contractors of the organization, nor family members thereof. Children's Healthcare of Atlanta extends medical staff privileges to all qualified physicians in the community for some or all of our departments. Children's provides access to more than 1,900 pediatric physicians. Children's is also the pediatric physician teaching site for Emory University School of Medicine and Morehouse School of Medicine. New physicians are encouraged to participate in fellowship programs, which are available in a variety of specialties. Children's Healthcare of Atlanta applies surplus funds to improvements in patient care, medical education and research. Affiliated health care system PART VI, LINE 6 EGLESTON CHILDREN'S HOSPITAL AT EMORY UNIVERSITY, INC. (EGLESTON) AND SCOTTISH RITE CHILDREN'S MEDICAL CENTER, INC. (SCOTTISH RITE) ARE PART OF AN AFFILIATED HEALTH CARE SYSTEM. EGLESTON AND SCOTTISH RITE ARE WHOLLY-OWNED BY CHILDREN'S HEALTHCARE OF ATLANTA, INC. (CHILDREN'S). CHILDREN'S CONTROLS, EITHER DIRECTLY OR INDIRECTLY, SEVERAL OTHER ENTITIES WHICH, TOGETHER, MAKE UP THE SYSTEM. Childrens also manages the operations of Hughes Spalding which is owned by Grady Health System. EGLESTON AND SCOTTISH RITE PLAY A MAJOR ROLE IN PROMOTING THE HEALTH OF THE COMMUNITY THROUGH THE SPECIALTY PEDIATRIC SERVICES OFFERED, INCLUDING: ORTHOPEDIC, NEUROSCIENCES, AND CRANIOFACIAL TO NAME A FEW. MORE THAN 10,000 EMPLOYEES WORK ACROSS THE CHILDREN'S HEALTHCARE SYSTEM PROVIDING CARE FOR OVER 1,028,500 PATIENT VISITS THEY MANAGED IN 2017. IN 2017, CHILDREN'S HEALTHCARE OF ATLANTA, INC. PROMOTED THE HEALTH OF THE OVERALL COMMUNITY AND PROVIDED 614 LICENSED BEDS AND 391,808 UNIQUE PATIENTS (FROM ALL 159 COUNTIES IN GEORGIA) 27,196 HOSPITAL DISCHARGES, 165,837 INPATIENT DAYS, 993,851 OUTPATIENT VISITS, 42,811 SURGICAL PROCEDURES, 233,184 EMERGENCY DEPARTMENT VISITS, AND 158,280 URGENT CARE CENTER VISITS. IN ADDITION, CHILDREN'S MANAGED 81,047 CALLS FROM PARENTS ACROSS GEORGIA TO THE CHILDREN'S NURSE ADVICE LINE. EXAMPLES OF SPECIFIC PROGRAMS OFFERED AT CHILDREN'S TO PROMOTE THE HEALTH OF THE COMMUNITIES SERVED BY THE SYSTEM INCLUDE: - A CONCUSSION PROGRAM THAT PROVIDES TREATMENT FOR AND EDUCATION ABOUT CONCUSSIONS TO CHILDREN, PARENTS, COACHES AND HEALTHCARE PROFESSIONALS. A DEDICATED CONCUSSION NURSE HELPS COORDINATE EACH CHILD'S CARE. THE PROGRAM ALSO PROVIDES RETURN-TO-PLAY GUIDELINES AND A CONCUSSION TOOLKIT TO HELP INCREASE AWARENESS AND UNDERSTANDING OF CONCUSSIONS. - A SCHOOL PROGRAM WHERE CHILDREN'S EMPLOYS TEACHERS SO THAT PATIENTS CAN RECEIVE INSTRUCTION DURING HOSPITALIZATIONS AND LONG CLINIC VISITS. - A SPECIAL NEEDS CAR SEAT PROGRAM THAT IS HOSPITAL BASED AND DESIGNED TO EDUCATE AND ASSIST PARENTS AND FAMILIES WITH CHILDREN WHO HAVE SPECIAL TRANSPORTATION NEEDS. - THE HEALTH LAW PARTNERSHIP (HELP), WHICH IS AN INTERDISCIPLINARY COMMUNITY COLLABORATION AMONG GEORGIA STATE UNIVERSITY'S COLLEGE OF LAW, THE ATLANTA LEGAL AID SOCIETY, AND CHILDREN'S HEALTHCARE OF ATLANTA TO IMPROVE THE HEALTH AND WELL-BEING OF LOW-INCOME CHILDREN AND THEIR FAMILIES. HELP HAS A LAW OFFICE ON THE SCOTTISH RITE CAMPUS. - A LEVEL I TRAUMA PROGRAM AT EGLESTON AND A LEVEL II TRAUMA PROGRAM AT SCOTTISH RITE PROVIDE HIGH QUALITY TRAUMA CARE TO PEDIATRIC PATIENTS. CHILDREN'S HAS THE ONLY DESIGNATED PEDIATRIC TRAUMA CENTERS IN GEORGIA. TRAUMA IS THE NUMBER ONE CAUSE OF DEATH IN CHILDREN FROM ONE TO 21 YEARS OF AGE. State filing of community benefit report Part VI, Line 7 Children's Healthcare of Atlanta is not required to file a Community Benefit Report under Georgia Law. However, an annual report is produced illustrating the benefit to the community and which is made public on CHOA website www.choa.org. This report is posted in the "Community and Government Affairs" section. In addition, there is a section titled "Our Impact on Georgia to show broader impact to the state." true Children's HC of Atlanta at Hughes Spalding 25 Jessee Hill Dr Atlanta GA 30303 262037695 501(c)(3) 1795455 Support for capital purchases 1 Nursing Scholarships 7 9000 PROCEDURES FOR MONITORING THE USE OF GRANTS SCHEDULE I, PART I, LINE 2 Nurses currently enrolled in an accredited nursing program and who are seeking financial assistance may apply for the Jessie M. Candlish Scholarship. To qualify, applicants must meet the following criteria: 1) must be employed by Children's by May 31st of the scholarship year; 2) be enrolled as an undergraduate student in an accredited nursing program for an RN degree or higher, with a minimum GPA of 3.0; 3) uphold the mission and values of Children's; and 4) is not a past recipient of the Candlish Scholarship. The dollar amount and number of scholarships awarded varies from year to year, depending on the three year average generated by the Candlish fund. Per the management agreement, HSOC, Inc. has oversight of all Hughes Spalding operations, including the use of grant funds. The amount of funds provided annually to Hughes Spalding from HSOC, Inc. is governed by agreed upon terms of the management contract. X true true X X X X X X false true false false false false false false false Daniel Salinas MD CMO/INDIV. TRUSTEE - ECH/SR/EA 0 472477 0 627042 0 29772 0 94641 0 24985 0 1248917 0 417225 Ronald Frieson Indiv Trustee - HSOC/PRES FDN 0 378815 0 171596 0 25296 0 40383 0 15382 0 631472 0 37823 Donna Hyland Pres/CEO - ECH/SR/EAS/EPG/MAC 0 1055846 0 1771918 0 34880 0 301001 0 19308 0 3182953 0 1311852 Ruth Fowler Treas ECH/SR/FDN/EAS/EPG/MAC 0 537388 0 659685 0 33103 0 107094 0 19568 0 1356838 0 465793 Leslie Jones Sec - ECH/SR/EAS/EPG/MAC/HSOC 0 394191 0 110722 0 16938 0 42224 0 36819 0 600894 0 0 Mary Beth Bova SVP OPS-ECH/IND TRUSTEE-HSOC 252029 0 69690 0 41451 0 0 0 20666 0 383836 0 0 0 Jill Strickland SVP Physician Practices Ops 267667 0 72726 0 11821 0 29236 0 26163 0 407613 0 0 0 Jim Fortenberry MD Indiv Trustee - FDN 0 363002 0 86952 0 17696 0 36252 0 26894 0 530796 0 0 Stacey Deweese VP Operations - SR 203011 0 48047 0 27247 0 0 0 28085 0 306390 0 0 0 Pat Frias Indvidual Trustee - MAC 0 605878 0 672392 0 27917 0 119293 0 21808 0 1447288 0 397979 Lucky Jain Ind Trustee-MAC/Exec Prac Dir 239631 0 29230 0 10377 0 0 0 2274 0 281512 0 0 0 Lynn Perez Indi Trustee-MAC/VP Ops MAC 207784 0 20681 0 12966 0 0 0 31569 0 273000 0 0 0 Michael Riley INDIV TRUSTEE-HSOC/VP FIN OPS 232927 0 55878 0 9629 0 0 0 27527 0 325961 0 0 0 Linda Cole SVP Operations/CNO 0 331153 0 91899 0 26376 0 36541 0 26747 0 512716 0 0 Andrew Reisner Neurosurgeon 816206 0 83487 0 34938 0 0 0 27747 0 962378 0 0 0 William Boydston Prac Dir Neursurgical Svcs 878605 0 90101 0 32438 0 0 0 25849 0 1026993 0 0 0 TIM SCHRADER MD INDIV TRUSTEE-ECH/SR/EAS/EPG 25074 0 132549 0 85 0 0 0 2091 0 159799 0 0 0 DAVID WRUBEL NEUROSURGEON 769279 0 77678 0 19027 0 0 0 28331 0 894315 0 0 0 BARUNASHISH BRAHMA NEUROSURGEON 733704 0 75165 0 30247 0 0 0 25040 0 864156 0 0 0 JOSHUA CHERN NEUROSURGEON 667039 0 68696 0 30570 0 0 0 26030 0 792335 0 0 0 Robert C Wilde Former Trustee- HSOC/CTO 319951 86642 30939 0 0 28867 0 466399 0 0 0 Eugene Hayes Former Pres FDN/SR Development 84095 10547 4837 0 0 9171 0 108650 0 0 0 Joe Williams FORMER TRUSTEE 32156 0 0 0 0 0 0 0 0 0 32156 0 0 0 supplemental compensation EMPLOYEES OF CHILDREN'S HEALTHCARE OF ATLANTA, INC. HAVE THE OPTION TO PARTICIPATE IN THE 403(B) RETIREMENT PLAN OFFERED BY THE ORGANIZATION. CHILDREN'S PROVIDES AN ANNUAL DISCRETIONARY CONTRIBUTION IN A 401(A) RETIREMENT PLAN FOR EMPLOYEES WHO WORK AT LEAST 1,000 HOURS IN THE CALENDAR YEAR AND ARE EMPLOYED ON 12/31/2017. ALL INDIVIDUALS ARE EMPLOYEES OF CHILDREN'S HEALTHCARE OF ATLANTA, INC. (THE "PARENT" EIN 58-2367819) WITH CHILDREN'S HEALTHCARE OF ATLANTA GROUP RETURN (THE "GROUP" EXEMPTION NUMBER 5857) ACTING AS THE COMMON PAYROLL AGENT FOR THE PARENT AND ALL ENTITIES WITHIN THE GROUP. SCHEDULE J, PART I, LINE 1A PURSUANT TO THE ORGANIZATION'S TRAVEL AND REIMBURSEMENT POLICY, THE CEO IS ENTITLED TO TRAVEL FIRST CLASS OR BUSINESS CLASS ON FLIGHTS LONGER THAN TWO HOURS TO ENABLE THE CEO TO GET WORK DONE MORE EFFICIENTLY AND EFFECTIVELY ON LONGER FLIGHTS. HOWEVER, THE CEO MUST GIVE STRONG CONSIDERATION TO THE FINANCIAL IMPLICATIONS OF TRAVELING FIRST OR BUSINESS CLASS. CHOA DOES NOT TREAT THE PAYMENTS FOR FIRST CLASS OR BUSINESS CLASS TRAVEL AS TAXABLE TO THE CEO GIVEN THE BUSINESS PURPOSE ASSOCIATED WITH SUCH FLIGHTS. Schedule J, Part I, Line 4B IN 2012, THE COMPENSATION AND BENEFITS COMMITTEE ELECTED TO OFFER AN ADDITIONAL EXECUTIVE RETIREMENT PLAN TO CERTAIN EXECUTIVES. THE BOARD APPROVED THIS RECOMMENDATION IN EARLY 2013. BELOW ARE THE PARTICIPANTS AND THE TOTAL AMOUNT CONTRIBUTED TO THE PLAN FOR EACH DURING 2017: DONNA HYLAND - $290,201 RUTH FOWLER - $107,094 DAN SALINAS - $94,641 PAT FRIAS - $119,293 RONALD FRIESON - $40,383 LINDA COLE - $36,541 JILL STRICKLAND - $29,236 LESLIE JONES - $42,224 JIM FORTENBERRY - $36,252 The approved plan called for a five year vesting period, after which payout to participants would occur as outlined in the plan documents. In 2017, payout occurred for participants still employed as of the vesting date (12/31/16). The SERP payout for the participants is reflected in the other reportable compensation amounts included in Sch J, Part II. Schedule J, Part I, Lines 5a & 5b EXECUTIVES ARE ELIGIBLE FOR AN ANNUAL INCENTIVE, WHICH INCLUDES A MEASUREMENT FOR ACHIEVEMENT OF BUDGETED OPERATING MARGIN. THESE INCENTIVES ARE CALCULATED AS A CERTAIN PERCENTAGE OF THE EXECUTIVE'S BASE COMPENSATION APPROVED BY THE COMPENSATION AND BENEFITS COMMITTEE. Jackson Dyer See Schedule L, Part V 11490 See Schedule L, Part V false KATHERINE DIXON See Schedule L, Part V 110754 See Schedule L, Part V false STAR OVERTON See Schedule L, Part V 78565 See Schedule L, Part V false BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS (A) Jackson Dyer (B) JACKSON WORKS AT CHOA IN SURGERY CENTER AT MERIDIAN MARK PLAZA, LLC. HE IS THE SON OF JOHN DYER A BOARD MEMBER OF CHOA (C) Compensation - 11,490 (D) Description of transaction - Jackson Dyer received compensation as an employee (A) Katherine Dixon (B) KATE WORKS AS AN RN IN CARDIAC AT EGLESTON, SHE IS THE DAUGHTER OF BERNIE DIXON, WHO IS A TRUSTEE FOR CHOA, ECH, SR EAS, AND EPG (c) Compensation - 110,754 (d) Description of Transaction Katherine Dixon received compensation as an employee (A) Star Overton (B) Relationship between interested person and the organization - Star, an employee working for CHOA, is the wife of Cedric Miller, who is a board member of CHOA (C) Compensation - 78,565 (D) Description of transaction - Star Overton received compensation as an employee X 87 1083597 Cost/Selling Price false true false Part I, Line 9, Column B The amount of 87 represents the number of contributors. Volunteers Form 990, Part I, Line 6 Children's relies on volunteer support to raise funds in our community through organizing or volunteering at events. Individuals and corporations work with children's to host and support numerous community, sports and holiday events, all to benefit our not-for-profit organization. In 2017, more than 9,545 volunteers supported children's in this capacity. Volunteers play an important role in clinical settings within our not-for-profit healthcare system. The volunteers in the clinical settings are called in-service volunteers. They help by bringing a sense of enthusiasm and warmth that is important to our patients, their families and our staff. With the guidance of the Children's staff, Children's volunteers work a set weekly schedule within one of the following hospital areas: direct patient care, customer service and administrative support. Hospital volunteers can be found working on all of our hospital campuses as well as several of our neighborhood locations. Approximately 5,450 active volunteers assist at our medical facilities. Volunteers that work with the Foundation in the community are called friends. For more information on volunteer opportunities in fundraising and other support to our patients and families, please visit www.choa.org/volunteer. Business Relationships between officers, directors, trustees or key employees Part VI, Line 2 -BERNIE MARCUS (trustee) AND FREDERICK MARCUS (trustee) HAVE A FAMILY RELATIONSHIP. -Cameron Sherrill (trustee) and Ronald Frieson (trustee) have a business relationship. Members or Stockholders Form 990, Part VI, Line 6 CHILDREN'S HEALTHCARE OF ATLANTA, INC. IS THE SOLE MEMBER OF ALL SURBORDINATES EXCEPT HSOC. EGLESTON CHILDREN'S HOSPITAL IS THE SOLE CORPORATE MEMBER OF HSOC. Power to elect or appoint members Form 990, Part VI, Line 7a THE BYLAWS OF EGLESTON CHILDREN'S HOSPITAL AT EMORY UNIVERSITY, INC., SCOTTISH RITE CHILDREN'S MEDICAL CENTER, INC., EGLESTON AFFILIATED SERVICES, INC., and EGLESTON PEDIATRIC GROUP, INC., PROVIDE THAT ITS TRUSTEES SHALL BE THE PERSONS THEN SERVING AS THE TRUSTEES OF CHILDREN'S HEALTHCARE OF ATLANTA, INC. THE BYLAWS OF MARCUS AUTISM CENTER AND CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION, INC. PROVIDE THAT THE TRUSTEES OF THESE ORGANIZATIONS ARE SUBJECT TO THE APPROVAL AND REMOVAL BY CHILDREN'S HEATLHCARE OF ATLANTA. Decisions reserved to members or stockholders Form 990, Part VI, Line 7b CHILDREN'S HEALTHCARE OF ATLANTA, INC. (CHOA), A SECTION 501(C)(3) PUBLIC CHARITY, IS THE CORPORATE PARENT OF THE SUBORDINATES INCLUDED IN THIS GROUP RETURN. UNDER THE SUBORDINATES' BYLAWS, CERTAIN CORPORATE ACTIONS ARE SUBJECT TO DIRECT OR INDIRECT APPROVAL OF CHOA. THESE ACTIONS INCLUDE: APPOINTMENT OR REMOVAL OF DIRECTORS; ADOPTION OR AMENDMENT OF A STRATEGIC PLAN; ADOPTION AND/OR AMENDMENT OF THE ANNUAL BUDGET; APPROVAL OF MAJOR CAPITAL EXPENDITURES; APPROVAL OR AMEMDMENT OF MAJOR CONTRACTS; THE ADDITION OR DISCONTINUATION OF SIGNIFICANT HEALTHCARE SERVICES; INCURRENCE OF DEBT IN EXCESS OF $1 MILLION; APPROVAL OF PURCHASES, LEASES OR DISPOSAL OF ASSETS IN EXCESS OF $250,000; PARTICIPATION IN JOINT VENTURES OR OTHER STRATEGIC RELATIONSHIPS; CREATION OF NEW AFFILIATES; MERGER, CONSOLIDATION, LIQUIDATION OR DISSOLUTION OF THE ORGANIZATION; SIGNIFICANT DISPOSITION OF THE ORGANIZATION'S ASSETS; AND AMENDMENT OR RESTATEMENT OF THE ORGANIZATION'S GOVERNING DOCUMENTS. Process used to review the Form 990 Form 990, Part VI, Line 11b THE ORGANIZATION'S FORM 990 IS REVIEWED IN DETAIL BY THE MEMBERS OF THE AUDIT AND FINANCE COMMITTEES, AFTER WHICH THE ENTIRE BOARD OF DIRECTORS IS PROVIDED A COPY PRIOR TO FINAL APPROVAL AND FILING. Monitoring & enforcement of compliance with conflict of interest policy Form 990, Part VI, Line 12c CHILDREN'S BOARD OF TRUSTEES ADOPTED A CONFLICT OF INTEREST POLICY THAT APPLIES TO AN "INTERESTED PERSON". AN INTERESTED PERSON WOULD BE EVERY DIRECTOR, TRUSTEE, MEMBER OF A BOARD COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, OFFICERS OR "KEY MANAGEMENT EMPLOYEEA CHILDREN'S ORGANIZATION WHOM HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. A KEY MANAGEMENT EMPLOYEE WOULD BE THE CHIEF EXECUTIVE OFFICER OF A CHILDREN'S ORGANIZATION, ANY MANAGERS WHO REPORT DIRECTLY TO THE CHIEF EXECUTIVE OFFICER OR THE BOARD OF A CHILDREN'S ORGANIZATION; ANY EMPLOYEE OTHERWISE LISTED AS A CURRENT OR FORMER "KEY EMPLOYEE" IN THE MOST RECENTLY FILED IRS FORM 990 OF A CHILDREN'S ORGANIZATION, OR ANY OTHER PERSONNEL SO DESIGNATED BY THE CHIEF EXECUTIVE OFFICER. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS OR TRUSTEES AND MEMBERS OF THE COMMITTEEE WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, SUCH INTERESTED PERSON SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT EXISTS. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER: A) THE TRANSACTION OR ARRANGEMENT IS IN THE CHILDREN'S ORGANIZATION BEST INTEREST, AND IS FAIR AND REASONABLE, OR B) WHETHER THE CHILDREN'S ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS AN EQUAL OR MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS OR TRUSTEES WHETHER: A) TO ENTER INTO THE TRANSACTION OR ARRANGEMENT, OR B) TO ENTER INTO AN EQUAL OR MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST; OR C) TAKE NO ACTION. EACH INTERESTED PERSON OF A CHILDREN'S ORGANIZATION SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; B) HAS READ AND UNDERSTANDS THE POLICY; AND C) HAS AGREED TO COMPLY WITH THE POLICY. ANNUALLY, INTERESTED PERSONS WILL COMPLETE A QUESTIONNAIRE TO PROVIDE INFORMATION NEEDED IN CONNECTION WITH THE CHILDREN'S ORGANIZATIONS' FILING OF ITS IRS FORM 990 WITH THE INTERNAL REVENUE SERVICE. RESULTS OF THE QUESTIONNAIRE ARE REVIEWED BY SENIOR LEADERSHIP. Process for determining compensation Form 990, Part VI, Line 15a and 15b CHILDREN'S BOARD OF TRUSTEES (BOARD) HAS ULTIMATE DECISION-MAKING OVER EXECUTIVE COMPENSATION, AND THE COMPENSATION AND BENEFITS COMMITTEE (COMMITTEE) IS RESPONSIBLE FOR PROGRAM OVERSIGHT AND ADMINISTRATION AND FOR MAKING RECOMMENDATIONS TO THE BOARD. THE COMMITTEE IS COMPRISED OF INDEPENDENT BOARD MEMBERS AND CHARGED WITH EVALUATING THE TOTAL COMPENSATION PACKAGE OF SELECTED EMPLOYEES (CALLED "DISQUALIFIED PERSONS"), AND OTHER EXECUTIVES AND LEADERS. TO CARRY OUT THIS CHARGE, THE COMMITTEE ENGAGES AN INDEPENDENT THIRD PARTY EXECUTIVE COMPENSATION CONSULTING FIRM TO COMPLETE AN ANNUAL ASSESSMENT OF THE COMPETITIVENESS AND REASONABLENESS OF THE TOTAL COMPENSATION PACKAGE FOR "DISQUALIFIED PERSONSOTHER EXECUTIVES AND LEADERS TO THE BOARD. USING MARKET DATA PROVIDED BY THE THIRD PARTY RELATED TO THE PAY, BENEFITS AND PERQUISITES PAID TO FUNCTIONALLY COMPARABLE POSITIONS IN ORGANIZATIONS COMPARABLE TO CHILDREN'S HEALTHCARE OF ATLANTA, THE COMMITTEE PROVIDES TOTAL COMPENSATION RECOMMENDATIONS. PAY RECOMMENDATIONS FOR "DISQUALIFIED PERSONS", AND OTHER EXECUTIVES AND LEADERS ARE MADE IN DECEMBER AND BOARD APPROVED CHANGES, IF ANY, ARE EFFECTIVE IN THE FIRST PAY PERIOD OF THE COMING YEAR. INCENTIVE PAYOUTS ARE APPROVED IN FEBRUARY, FOR THE PRIOR YEAR'S PERFORMANCE, AND ISSUED IN MARCH. ALL COMMITTEE RECOMMENDATIONS AND BOARD DECISIONS (RELATED TO EXECUTIVE COMPENSATION) ARE DOCUMENTED IN THE APPLICABLE MEETING MINUTES. AVAIL OF GOV DOCS, CONFLICT OF INT POLICY & FIN STMTS TO GEN PUB FORM 990, PART VI, LINE 19 THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE, CONSISTENT WITH IRS REQUIREMENTS. DESCRIPTION OF PERSONS TITLES FORM 990, PART VII, SECTION A ABBREVIATION DEFINITIONS: CHOA - CHILDREN'S HEALTHCARE OF ATLANTA, INC. FDN - CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION, INC. MAC- MARCUS AUTISM CENTER, INC. ECH- EGLESTON CHILDREN'S HOSPITAL AT EMORY UNIVERSITY, INC. SRCH- SCOTTISH RITE CHILDREN'S MEDICAL CENTER, INC. HSOC- HSOC, INC. EAS- EGLESTON AFFILIATED SERVICES, INC. EPG- EGLESTON PEDIATRIC GROUP, INC. NAME AND TITLES: RUTH FOWLER- SVP FINANCE & CFO AT CHOA, TREASURER FND/MAC/ ECH/ SRCH/ HSOC/ EAS/ EPG DONNA HYLAND- PRESIDENT & CEO AT MAC/ ECH/ SRCH/ EAS/ EPG/ HSOC CHAIRMAN HOURS DEVOTED TO RELATED ORGANIZATIONS FORM 990, PART VII ALL MEMBERS OF CHILDREN'S HEALTHCARE OF ATLANTA EXECUTIVE TEAM WORK A MINIMUM OF 50 HOURS PER WEEK. THE SPLIT OF THESE HOURS BETWEEN THE PARENT AND GROUP RETURNS IS DETERMINED BY THE INDIVIDUAL'S ROLE AND RESPONSIBILITIES AS WELL AS THE LOCATION OF THE INDIVIDUAL'S PAYROLL EXPENSE. INDIVIDUALS WHOSE PAYROLL EXPENSE IS LOCATED AT THE PARENT SPEND 80% OR 40 HOURS OF THEIR WORK WEEK DEVOTED TO CARRYING OUT THE GOALS AND OBJECTIVES OF THE CHOA ORGANIZATION AS A WHOLE. THE REMAINING 20% OR 10 HOURS IS DEVOTED TO SPECIFIC GOALS AND TASKS ASSOCIATED WITH ONE OR MORE OF THE ORGANIZATIONS REPRESENTED IN THE GROUP RETURN. INDIVIDUALS WHOSE PAYROLL EXPENSE IS LOCATED AT THE SUPPORT ZONE SPEND 80% OR 40 HOURS OF THEIR WORK WEEK DEVOTED TO CARRYING OUT THE GOALS AND OBJECTIVES OF ONE OR MORE OF THE ENTITIES REPRESENTED IN THE GROUP RETURN. THE REMAINING 20% OR 10 HOURS IN DEVOTED TO TASKS OR OBJECTIVES RELATED TO THE CHOA ORGANIZATION AS A WHOLE. OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 9 Transfers between entities (180,340,464) Other Reconciling items (1,294,731) =============== Total (181,635,195) Children's Sedation Services LLC 3375 Northeast Expressway Atlanta GA 30341 810582607 PHY Services GA 1337872 0 Egleston PED Children's Anesthesia Services LLC 3375 Northeast Expressway Atlanta GA 30341 200044124 PHY Services GA 14501676 0 Egleston PED CHOA Center for Pain Relief LLC 3375 Northeast Expressway Atlanta GA 30341 320185406 PHY Services GA 521487 0 Egleston PED PDTRIC NRSRGY ASSO at Children's LLC 3375 Northeast Expressway Atlanta GA 30341 260833842 PHY Services GA 4409472 0 Egelston PED CHOA - Multispecialty LLC 3375 Northeast Expressway Atlanta GA 30341 611665353 PHY Services GA 29226128 0 Egleston PED CHOA - Hospital Based LLC 3375 Northeast Expressway Atlanta GA 30341 800863895 PHY Services GA 32171013 0 Egleston PED Specialty Providers at Children's LLC 3375 Northeast Expressway Atlanta GA 30341 611753346 PHY Services GA 17589690 0 Egelston PED Med-Surgical Provdrs at Children's LLC 3375 Northeast Expressway Atlanta GA 30341 300853755 PHY Services GA 16332031 0 Egleston PED Cardiothoracic Provdrs at Children's LLC 3375 Northeast Expressway Atlanta GA 30341 320456470 PHY Services GA 7548692 0 Egelston PED Primary Care at Children's LLC 3375 Northeast Expressway Atlanta GA 30341 611752679 PHY Services GA 2012386 0 Egleston PED Children's Healthcare of Atlanta INC 3375 Northeast Expressway Atlanta GA 30341 582367819 HLTHCRE MGMT GA 501(c)(3) 12B NA false Meridian Mark LLC 3375 NE Expwy ATL GA 30341 010723254 Surgery Center GA Scottish RIte Related 9727034 15483061 false false 0.51000 The Children's Health Network Inc 3375 Northeast Expressway Atlanta GA 30341 582133795 Healthcare SVCS GA CHOA C Corp 0 0 1.00000 true Emory-Egleston Children's Heart Center 2835 Brandywine Road Suite 300 Atlanta GA 30329 581871713 Cardiac Services GA CHOA C Corp 0 0 1.00000 true The Children Care Network 3375 Northeast Expressway Atlanta GA 30341 471373158 Physician svcs GA CHOA C Corp 0 0 1.00000 true Charitable Remainder Trust - Suntrust 303 Peachtree St Atlanta GA 30303 Split Int. Trust GA NA Trust 27367 1271318 false Laurie Davis Webster Trust 303 Peachtree St Atlanta GA 30303 586026013 Charitable Trust GA CHOA Trust 2182 98221 1.00000 true WE Chaplin Trust 303 Peachtree St Atlanta GA 30303 586026010 Charitable Trust GA CHOA Trust 285 12883 1.00000 true Thomas Egleston Trust 303 Peachtree St Atlanta GA 30303 586026009 Charitable Trust GA CHOA Trust 372074 23203679 1.00000 true CHARITABLE REMAINDER TRUST - WELLS FARGO 303 PEACHTREE STREET ATLANTA GA 30303 SPLIT INT. TRUST NC NA TRUST 0 0 1.00000 true false true true false true false false false false false false true true false true true false true false Thomas Egleston Trust c 372074 Cash Transfer