2018-11-09T09:25:16-07:00 2017-12-31 135565207 KPMG LLP 300 North Greene Street Suite 400 Greensboro NC 27401 990 2017-01-01 590634433 THE NEMOURS FOUNDATION NEMO 9046974100 10140 Centurion Parkway North Jacksonville FL 32256 Rodney McKendree Sr. VP and CFO 9046975648 2018-11-09 1 KPMG LLP P00008888 3362753394 2018-11-09 199.207.253.101 2017 2019-02-21 02:37:17Z David Bailey President and CEO 10140 Centurion Parkway North Jacksonville FL 32256 1534201867 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 1 8637 1633 -9423753 -9612819 163989596 168649375 1072981101 1107882505 25408220 28877427 35914790 45034302 1298293707 1350443609 1656603 1499607 0 0 745159476 802646196 0 0 3694221 441486493 469299177 1188302572 1273444980 109991135 76998629 1951297349 2036864157 795751122 837873365 1155546227 1198990792 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 982022990 1499607 1150223496 See Schedule H, Part VI 0 0 0 982022990 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 1 774 0 1 8637 1 1 1 1 CJ 0 0 1 1 1 1 0 0 0 0 X 13 1 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 CT DC DE FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NY OH OK 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 156141 0 John F Porter Member 2 12 X 0 125604 0 John S Lord Member 5 14.5 X 0 143056 0 Geoffrey M Rogers Member 2.5 8 X 0 142427 0 Thomas G Kuntz Member 2.5 8 X 0 141805 0 W L Thornton Member 5 5 X 0 133095 0 Brian P Anderson Chairman of the Board 10 0 X 102970 0 0 J Michael Mcginnis Director 25 0 X 51230 0 0 Richard Christopher Director 15 1 X 66564 0 0 Robert Riney Director 4.5 0 X 66485 0 0 Rosa Hakala Director 2.5 0 X 58940 0 0 Terri L Kelly Director 3 0 X 59645 0 0 Toni Jennings Director 3 0 X 76245 0 0 James S Hunt Director 3 0 X 63825 0 0 Linda D Norman Director 2.5 0 X 56675 0 0 Marc Probst Director 1.2 0 X 58875 0 0 Valerie Montgomery Rice Director 2.5 0 X 58875 0 0 Jane Cavalier Luca Director 0.7 0 X 0 0 0 Claire M DeMattis Director 4 0 X 3042 0 0 R J Cummings MD Ent VP Chief Medical Officer FL 40 0 X 912496 0 12614 Diane C Goin Secretary to the President CEO 40 0 X 84408 0 4982 Roy Proujansky EVP Chief Executive DE Operations 40 1 X 1111352 0 130011 Stephen Lawless Sr VP Chief Clinical Officer 40 0.5 X 639563 0 56736 Mariane Stefano Sr VP Chief Experience Officer 40 0 X 383751 0 6852 Gina Altieri Sr VP Chief Strategy Integration 40 0 X 530345 0 65978 David J Bailey MD President/CEO 40 0 X 1815089 0 139349 Robert D Bridges EVP Chief Executive FL Operations 40 7 X 991632 0 182927 Bernard E Rice Ent VP Chief Information Officer 40 0 X 370929 0 51633 Marylynn Girouard Board Relations Coordinator 40 0 X 76100 0 15917 Rodney A McKendree Sr VP and CFO 40 4 X 658258 0 158322 Theresa M Young Sr VP Chief Experience Officer 40 0 X 470093 0 23466 William W Higginbotham II Ent VP Finance & Cost Containment 40 7 X 329460 0 59343 Paul Kempinski Ent VP, President AIDHC 40 0 X 607067 0 83988 Deborah Chang Sr VP Children's Health Policy & Prevention 40 0 X 432186 0 45646 Nancy E Stephenson Ent VP Chief Compliance Officer 40 0 X 302991 0 57473 Cameron S Morrow Assistant Treasurer 40 0 X 95341 0 25757 Deborah Platz Ent VP and General Counsel 40 0 X 418809 0 58336 Brent R King MD Ent VP CMO Physician Practices, DE 40 0 X 521003 0 19715 Dana N Bledsoe Ent VP, President NCH 40 0 X 577699 0 107777 Martha G McGill ENT VP Chief Network Operations FL 40 0.5 X 532717 0 93832 Andre Hebra MD Chief Medical Officer, NCH 40 0 X 798365 0 141140 Christian Pizarro MD Director of Nemours Cardiac Center 40 0 X 1902427 0 25588 Peter D Wearden MD Cardiothoracic Surgeon, NCCO 40 0 X 1465889 0 26694 William G Mackenzie MD Dept of Orthopaedics Chair, AIDHC 40 0 X 847643 0 20098 Jeffrey Campbell MD Director Neuroscience Center, NCCW 40 0 X 845293 0 19198 Michael J Erhard MD Ent VP and Physician in Chief, Fl Ops 40 0 X 700868 0 40870 Daniel J Podberesky MD Dept of Radiology Chief, NCCO 40 0 X 637313 0 31470 Eric A Loveless MD Dept of Orthopaedics, Divison Chief, NCCJ 40 0 X 641331 0 19105 Gary D Josephson MD Chief Medical Officer, NCCJ 40 0 X 651703 0 26442 Debbie J Merinbaum MD Dept of Radiology Chair, NCCJ 40 0 X 617500 0 19297 Terri Finkel MD Dept of Pediatrics Chair, NCH 40 0 X 581347 0 29123 Tetsu Uejima MD Dept of Anesthesiology/Critical Care Chair, NCCW 40 0 X 550715 0 33615 Arabinda K Choudhary MD Dept of Medical Imaging Chair, AIDHC 40 0 X 579818 0 33623 Stephen Dunn MD Dept of Surgery Chair, AIDHC 40 0 X 613017 0 21030 Julie L Wei MD Surgeon in Chief, NCCO 40 0 X 600120 0 33625 Carlos Archilla MD Dept of Anesthesiology Chair, NCCO 40 0 X 504456 0 27967 Carolyn F Bannister MD Dept of Anesthesiology Chair, NCCJ 40 0 X 524226 0 27211 Jay S Greenspan MD Dept of Pediatrics Chair, AIDHC 40 0 X 548972 0 26478 Mary B Mehta MD Chief Medical Officer, FL Network Operations 40 0.5 X 450771 0 26052 Paul A Pitel MD Dept of Pediatrics Chair, NCCJ 40 0 X 394562 0 44661 Kevin P Sheahan MD Dept of Pediatrics, Divison Chief, DE 40 0 X 411353 0 25659 Adela T Casas-Melley MD Dept of Surgery Chair, NCH 40 0 X 711376 0 36325 Suken A Shah MD Orthopaedic Surgeon 40 0 X 919150 0 27518 Pamela I Ellsworth MD Dept of Urology, Division Chief, NCH 40 0 X 681578 0 23619 Todd A Maugans MD Dept of Neurosurgery, Division Chief, NCH 40 0 X 824096 0 31821 John F Lovejoy MD Dept of Orthopaedics Chair, NCCO 40 0 X 723563 0 34589 W T Thompson Member (former) 0 0 X 0 144330 0 Leslie Grissom MD Dept of Radiology, Radiologist, AIDHC (fmr) 40 0 X 445231 0 19700 Salvatore R Goodwin MD Dept of Anesthesiology Chair, NCCJ (former) 40 0 X 221593 0 24987 31978936 986458 2298159 1566 1 1 0 HSC Builders and Construction Manager 340 New Mill Lane Exton PA 19341 Building & Construction 46589297 Crothall Health Care Inc 13028 Collection Center Drive Chicago IL 60693 Housekeeping& Laundry Sv 7370559 Thomas Jefferson University 1025 Walnut Street Philadelphia PA 19107 Residency Program Expenses 6497871 Sodexo Inc and Affiliates PO Box 905374 Charlotte NC 282905374 Facilities Management 5174588 Bancroft Construction Company 1300 North Grant Ave Wilmington DE 19806 Building & Construction 4529002 153 0 0 1062749 162054857 0 5531769 114262 168649375 Net patient service revenue 900099 1076429921 1076429921 0 0 Net research grants 900099 27243492 27243492 0 0 Electronic health record revenue 900099 4209092 4209092 0 0 0 0 0 0 1107882505 10015005 0 -9423753 19438758 0 0 0 0 2491197 0 0 2491197 538627 0 68568 0 470059 0 470059 0 0 470059 201850872 0 182988450 0 18862422 0 18862422 0 0 18862422 433295 1062749 701240 -267945 0 -267945 0 0 0 0 0 0 0 0 0 0 0 0 Specialized services 900099 30862403 30862403 0 0 Graduate medical education funding 900099 4085037 4085037 0 0 Continuing medical education 900099 1301288 1301288 0 0 6092263 6092263 0 0 42340991 1350443609 1150223496 -9423753 40994491 1222644 1222644 276963 276963 0 0 0 0 29551951 0 29551951 0 711511 0 711511 0 612819370 486506821 123761618 2550931 46651580 37394538 9075386 181656 72682600 58208096 14191275 283229 40229184 32270816 7776806 181562 0 0 0 0 3503934 2186764 1290870 26300 508957 321454 187503 0 431453 0 431453 0 0 0 577351 364651 212700 0 76300017 54314334 21969538 16145 8944985 5359429 3550258 35298 125635690 113846481 11570002 219207 22650025 13718495 8918950 12580 0 0 0 0 39612765 29049340 10555494 7931 7193058 5675371 1455583 62104 0 0 0 0 3617869 2817048 704056 96765 11859325 11859325 0 0 0 0 0 0 80599809 49177000 31422809 0 16339999 16024522 315372 105 Provision for bad debts 41757707 41757707 0 0 Subscriptions(mags & db),books 6083198 5626756 441903 14539 Maintenance contracts - Miscel 7928207 3776971 4151236 0 Repairs and maintenance 6873245 3274390 3598855 0 8881583 6993074 1882640 5869 1273444980 982022990 287727769 3694221 307091129 327399058 34214028 56691934 12623660 11793349 142022390 164633239 0 0 0 0 0 0 4981692 5284620 13267106 10408384 1768982779 754155976 987379260 1014826803 342417019 319119021 91154835 112089928 0 0 6380758 3934612 9765472 10683209 1951297349 2036864157 132653004 134266608 0 0 3309956 4292565 297052870 289622613 0 0 0 0 98225000 97040000 0 0 264510292 312651579 795751122 837873365 X 930601259 958256653 218032359 233303816 6912609 7430323 1155546227 1198990792 1951297349 2036864157 X 76998629 5437292 0 0 0 -38991356 X 0 1 X 1 1 1 X 2000 640301 642301 1272802679 1273444980 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 400329 509282 343047 642301 1894959 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 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 279439880 5135534 31381744 0 57205064 272543 258479551 0 0.031 0.969 0 0 106095 105461021 105567116 0 851468071 307576536 543891535 0 36204395 18634291 17570104 0 703207673 427945149 275262524 0 72535524 0 72535524 1014826803 Partnerships 22866431 F Private Equity 18967403 F Hedge Funds 48826825 F Real Estate 21429269 F 112089928 Self-insurance reserves 64770084 Liabilities for pension benefits 247881495 312651579 X 1317534134 2406502 0 0 -8553154 -6146652 1323680786 0 26762823 26762823 1350443609 1260736770 0 0 0 -12505873 -12505873 1273242643 0 202337 202337 1273444980 Schedule D, Part III, Line 4 Collections of art The Nemours mansion is the 300-acre country estate of the late industrialist and philanthropist Alfred I. DuPont. The mansion is located on the grounds of the renowned Alfred I. DuPont Hospital for Children in Wilmington, Delaware. It derives its name from the town in France represented by Mr. Dupont's great-great-grandfather, Pierre Samuel DuPont de Nemour. The mansion was built from 1909 to 1910 and is a fine example of a French chateau in the style of Louis XVI. The 47,000 sq. ft. mansion looms over the surrounding formal gardens and is furnished with fine antiques, famous works of art, beautiful tapestries, and other treasures. The grounds surrounding the mansion extend for one third of a mile along the main vista from the house, and are among the finest examples of French-style gardens in the United States. The mansion and gardens are open for tours between May and December. Tour groups are kept small and include expert commentary by guides familiar with the DuPont family history. Schedule D, Part V, Line 4 Nemours' endowments have been established for a variety of purposes including ophthalmology, orthopaedic, dental and research. Schedule D, Part X, Line 2 Nemours, PMSI and Cruden 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 $6,349,896 plus net assets released from restriction - donations $3,381,320 plus NJPP (subsidiary) total revenue $9,550,084 plus PMSI (subsidiary) total revenue $14,744,945 less Nemours bad debt expense $41,757,707 less NJPP bad debt expense $185,746 less PMSI bad debt expense $635,946 equals (8,553,154). Schedule D, Part XI, Line 4b Temp restricted contributions and pledges $5,989,892 plus temp restricted investment income $3,869,479 plus temp restricted realized gains $15,891,313 less rental expenses $68,568 less fundraising expenses $701,240 plus PMSI (subsidiary) management fee $1,781,947 equals $26,762,823. Schedule D, Part XII, Line 2d Rental expenses $68,568 less bad debt expense $42,579,399 plus fundraising expenses $701,240 less PMSI (subsidiary) management fee $1,781,947 plus NJPP (subsidiary) operating expenses $11,283,613 plus PMSI (subsidiary) operating expenses $19,802,052 equals ($12,505,873). Schedule D, Part XII, Line 4b Temp restricted investment expenses $200,018 plus temp restricted occupancy expenses $2,319 equals $202,337. Central America and the Caribbean 0 0 Investments 3524454 East Asia and the Pacific 0 0 Investments 692053 Europe (including Iceland and Greenland) 0 0 Investments 14525917 North America (including Canada and Mexico, but not the United States) 0 0 Investments 3503710 South America 0 0 Investments 760113 Sub-Saharan Africa 0 0 Investments 207383 0 0 23213630 1 0 1 1 1 0 Child Life RadioThon 255179 255179 0 0 0 0 360 5400 7711 Delaware Gala 479134 312322 166812 0 0 0 77555 90529 128929 14 761731 495248 266483 0 0 0 154277 81960 154519 1496044 1062749 433295 0 0 0 232192 177889 291159 701240 -267945 1 1 X 1 X 2.5 1 X 1 0 1 1 0 0 13517991 3746606 9771385 0.0078 0 0 565779272 463439137 102340135 0.0813 0 0 0 0 0 0 0 0 579297263 467185743 112111520 0.0891 0 0 23844924 8991477 14853447 0.0118 0 0 9057665 4642125 4415540 0.0035 0 0 0 0 0 0 0 0 37791714 15856718 21934996 0.0174 0 0 2091768 0 2091768 0.0017 0 0 72786071 29490320 43295751 0.0344 0 0 652083334 496676063 155407271 0.1235 1 15591315 0 2553328 3553379 -1000051 X 1 1 2 1 Alfred I duPont Hospital for Children 1600 Rockland Road Wilmington DE 19803 www.nemours.org HSPTL-003 X X A 2 Nemours Children's Hospital 13535 Nemours Parkway Orlando FL 32827 www.nemours.org 4509 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 17 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 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 2017. 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 who have not been qualified for financial assistance in a sensitive manner. 56 NEMOURS DUPONT PEDIATRICS WILMINGTON 1600 ROCKLAND ROAD Wilmington DE 19803 PEDIATRIC SPECIALTY CARE CLINIC AND CARDIAC CENTER 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 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS CHILDREN'S SPECIALITY CARE FLEMING ISLAND Baptist Clay Medical Center Campus 1747 Baptist Clay Drive Suite 130 Fleming Islande FL 32003 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS CHILDREN'S SPECIALITY CARE JACKSONVILLE SOUTH 14785 OLD ST AUGUSTINE ROAD SUITE 200 JACKSONVILLE FL 32258 CHILDREN'S CLINIC SPECIALTY CARE Nemours Children's Specialty Care Lake City 164 NW Madison St Suite 201 Lake City FL 32055 PEDIATRIC SPECIALTY CARE CLINIC NEMOURS CHILDREN'S SPECIALITY CARE ORLANDO DOWNTOWN 1717 SOUTH ORANGE AVENUE SUITE 100 Orlando FL 32806 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS CHILDREN'S SPECIALITY CARE LAKE MARY 3300 WEST LAKE MARY BLVD SUITE 100 LAKE MARY FL 32746 CHILDREN'S CLINIC SPECIALTY CARE Nemours Children's Specialty Care Lake Nona 9368 Narcoossee Road Suite 105 Orlando FL 32827 PEDIATRIC SPECIALTY CARE CLINIC 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 CLINIC PENSACOLA 8331 North Davis Highway Pensacola FL 32514 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS CHILDRENS CLINIC BONIFAY 2600 HOSPITAL DRIVE BONIFAY FL 32425 PEDIATRIC SPECIALITY CARE CLINIC Nemours Children's Specialty Care Ft Walton Beach 341 Racetrack Road NW Ft Walton Beach FL 32547 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Tallahassee- Centre Pointe Southeast Urological Center 2000 Centre Pointe Blvd Tallahassee FL 32308 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Tallahassee-Phillips Children's Medical Services (CMS) Building 2390 Phillips Road 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 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 NEMOURS DUPONT PEDIATRICS FOULK ROAD Foulkstone Plaza 1405 Foulk Road Suite 101 Wilmington DE 19803 PEDIATRIC PRIMARY CARE Nemours duPont Pediatrics Deptford 1280 Almonesson Road Deptford NJ 08096 PEDIATRIC SPECIALTY CARE CLINIC and Surgery Center NEMOURS DUPONT PEDIATRICS MEDIA 1098 W BALTIMORE PIKE SUITE 3403 MEDIA PA 19063 PEDIATRICS PRIMARY CARE NEMOURS DUPONT PEDIATRICS DOVER 201 Towne Centre Drive Suite 500 Dover DE 19904 PEDIATRIC PRIMARY AND SPECIALITY CARE CLINIC NEMOURS DUPONT PEDIATRICS NEWTOWN SQUARE 3855 WEST CHESTER PIKE SUITE 280 NEWTOWN SQUARE PA 19073 PEDIATRIC SPECIALITY CARE CLINIC NEMOURS DUPONT PEDIATRICS ST FRANCIS 700 NORTH CLAYTON STREET SUITE 400 WILMINGTON DE 19805 PEDIATRIC PRIMARY CARE NEMOURS DUPONT PEDIATRICS GLEN MILLS 101 APPLIED BANK BLVD SUITE 11 GLEN MILLS PA 19342 PEDIATRIC SPECIALTY CARE CLINIC and Urgent Care Clinic NEMOURS DUPONT PEDIATRICS VILLANOVA 789 EAST LANCASTER AVENUE SUITE 10 VILLANOVA PA 19085 PEDIATRIC PRIMARY CARE NEMOURS DUPONT PEDIATRICS NEWARK 200 Biddle Ave Suite 100 Newark DE 19702 PEDIATRIC PRIMARY CARE NEMOURS DUPONT PEDIATRICS JESSUP STREET 1602 JESSUP STREET WILMINGTON DE 19802 PEDIATRIC PRIMARY CARE NEMOURS DUPONT PEDIATRICS COLLEGEVILLE 100 Campus Drive Building A Collegeville PA 19426 CHILDREN'S CLINIC SPECIALTY CARE AND PRIMARY CARE NEMOURS DUPONT PEDIATRICS PIKE CREEK 5500 SKYLINE DRIVE SUITE 4 WILMINGTON DE 19808 PEDIATRIC PRIMARY AND SPECIALITY CARE CLINIC NEMOURS DUPONT PEDIATRICS BECKS WOODS 141 BECKS WOODS DRIVE BEAR DE 19701 PEDIATRIC PRIMARY AND SPECIALITY CARE CLINIC NEMOURS DUPONT PEDIATRICS MILFORD TEAL CREEK PLAZA 703 NORTH DUPONT BOULEVARD MILFORD DE 19963 PEDIATRIC PRIMARY AND SPECIALITY CARE CLINIC Nemours duPont Pediatrics Concordville 1020 Baltimore Pike Suite 300 Glen Mills PA 19342 PEDIATRICS PRIMARY CARE NEMOURS DUPONT PEDIATRICS EXTON 101 ARRANDALE BLVD SUITE 103 EXTON PA 19341 PEDIATRIC PRIMARY CARE NEMOURS DUPONT PEDIATRICS VOORHEES 443 LAUREL OAK ROAD SUITE 200 VOORHEES NJ 08043 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS DUPONT PEDIATRICS VINELAND 2950 COLLEGE DRIVE SUITE 2B VINELAND NJ 08360 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS CHILDRENS URGENT CARE WATERFORD LAKES 651 NORTH ALAFAYA TRAIL ORLANDO FL 32828 PEDIATRIC URGENT CARE CLINIC NEMOURS CHILDRENS URGENT CARE ORLANDO KISSIMMEE 4101 TOWN CENTER BOULEVARD ORLANDO FL 32837 PEDIATRIC URGENT CARE CLINIC Nemours duPont Pediatrics Wayne 110 W Lancaster Ave Wayne PA 19087 PEDIATRICS PRIMARY CARE NEMOURS DUPONT PEDIATRICS SEAFORD - SHIPLEY 411 N Shipley St Seaford DE 19973 PEDIATRICS PRIMARY CARE Nemours Children's Specialty Care Kissimmee 750 Centerview Blvd Suite Kissimmee FL 34741 PEDIATRIC SPECIALTY CARE CLINIC and Urgent Care Clinic NEMOURS SENIORCARE WILMINGTON 1600 ROCKLAND ROAD WILMINGTON DE 19803 HEALTH CLINIC NEMOURS DUPONT PEDIATRICS LANCASTER 2128 EMBASSY DRIVE LANCASTER PA 17603 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS SENIORCARE MILFORD 915 NORTH DUPONT BOULEVARD MILFORD DE 19963 HEALTH 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 CHILDRENS URGENT CARE SANFORD 1481 WP BALL BOULEVARD SANFORD FL 32771 PEDIATRIC URGENT CARE CLINIC NEMOURS BRIGHTSTART 9145 NARCOOSEE ROAD ORLANDO FL 32827 DYSLEXIA INITIATIVE 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 NEMOURS CHILDRENS URGENT CARE MELBOURNE 1270 NORTH WICKHAM ROAD MELBOURNE FL 32935 PEDIATRIC URGENT CARE CLINIC NEMOURS HEALTH AND PREVENTION SERVICES 49 FALLON AVENUE SEAFORD DE 19973 PREVENTION SERVICES Schedule H, Part I, Line 6a The Nemours 2017 Report to Our Communities entitled, "Infinite Possibilities?" can be found at https://www.nemours.org/about/financial-benefit-to-the-community.html. Schedule H, Part I, Line 7 Nemours calculated the amounts included in Part I, Lines 7a-b utilizing the methodology provided in the various worksheets included in the instructions for Schedule H of Form 990. These worksheets include Worksheet 1, Charity Care at Cost, Worksheet 2, Ratio of Patient Care Cost-to-Charges and Worksheet 3, Unreimbursed Medicaid and Other Means-Tested Government Programs. Schedule H, Part I, Line 7, Column f Nemours included provision for bad debt (bad debt expense) in Form 990, Part IX, line 24 of $41,757,707. Such amount was subtracted from total expense of $1,273,444,980 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 2017, 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 $10.7 million. Nemours provided a variety of community health services for more than 6,700 of Delaware's low-income senior citizens of approximately $4.2 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 $21.9 million during 2017 with more than 450 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 2017, Nemours hosted 772 residents and 809 medical students and provided fellowship rotations for 90 physicians. Nemours supported education and training programs for health professionals of more than $4.4 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 $9.8 million in 2017. Nemours also covers the costs in excess of government payments for services provided to Medicaid and other public health beneficiaries of nearly $102.3 million with an additional $42.5 million in uncollected patient care charges written off by Nemours during the same period. All totaled, uncompensated care for 2017 approximates $154.6 million. Schedule H, Part III, Section A, Line 4 In the Alfred I duPont Hospital for Children and Nemours Children's Hospital audited financial statements, see footnote 1e located on pages 12 and 32 , respectively, for a description of bad debt expense. The source of the Medicare allowable costs comes from the 2017 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 2017 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 counselors, as well as engages independent firms (collectively referred to as Financial Counselors) to assist in determining Medicaid eligibility. The Financial Counselors, 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 Counselors follow up directly with the respective State regarding their decision/determination. Certain Financial Counselors may go to the family's home, if necessary. In some instances, certain Financial Counselors 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 Counselors. 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. Nemours' representatives have participated in the Robert Wood Johnson Foundation funded "Children's Hospital Eligibility Process Improvement Collaborative", an effort about educating providers regarding eligibility best practices. The collaborative touched on topics from literacy and how to write and share a brochure in a way that the family can understand, to assessing what an appropriate staffing level should be. In an effort to perform proactive outreach in the Delaware Valley, Nemours' Financial Counselors 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. Schedule H, Part VI, Line 4 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 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 RONALD MCDONALD HOUSE 1901 ROCKLAND RD WILMINGTON DE 19803 593211250 501(c)(3) 66845 0 FMV Donation RONALD MCDONALD HOUSE 1030 N ORANGE AVENUE SUITE 105 ORLANDO FL 32801 593211250 501(c)(3) 62609 0 FMV Donation RONALD MCDONALD HOUSE OF THE PHILADELPHIA REGION 200 SOUTH BROAD STREET 10TH FL PHILADELPHIA PA 19102 593211250 501(c)(3) 25000 0 FMV Donation RONALD MCDONALD HOUSE 824 CHILDRENS WAY JACKSONVILLE FL 32207 593211250 501(c)(3) 28115 0 FMV Donation DE CTR FOR HEALTH INNOVATION 1 INNOVATION WAY SUITE 304 NEWARK DE 19711 473638935 501(c)(3) 76000 0 FMV Donation Orange County Board of County Commissioners 201 South Rosalind Avenue Orlando FL 32829 999999999 GOVT 60592 0 FMV Donation AM HEART ASSOCIATION 237 EAST MARKS STREET ORLANDO FL 32803 135613797 501(c)(3) 6250 0 FMV Donation AM HEART ASSOCIATION GREAT RIVERS AFFILIATE PO BOX 50065 PRESCOTT AZ 85304 135613797 501(c)(3) 45000 0 FMV Donation DE PROSPERITY PARTNERSHIP PO BOX 671 WILMINGTON DE 19899 822881997 501(c)(3) 50000 0 FMV Donation RIPPEL FOUNDATION 14 MAPLE AVE SUITE 200 MORRISTOWN NJ 07960 221559427 501(c)(3) 40000 0 FMV Donation ACADEMY HEALTH 1666 K STREET NW SUITE 1100 WASHINGTON DC 20006 521260918 501(c)(3) 35000 0 FMV Donation RODEL FOUNDATION OF DELAWARE 100 WEST 10TH STREET SUITE 704 WILMINGTON DE 19801 911944858 501(c)(3) 30000 0 FMV Donation YMCA OF GREATER BRANDYWINE 1 E CHESTNUT STREET WEST CHESTER PA 19380 231365994 501(c)(3) 27250 0 FMV Donation CAMP BOGGY CREEK 30500 BRANTLEY BRANCH ROAD EUSTIS FL 32736 593012889 501(c)(3) 25000 0 FMV Donation LAKELAND REGIONAL HEALTH FOUNDATION PO BOX 95448 LAKELAND FL 33804 237134974 501(c)(3) 25000 0 FMV Donation MARCH OF DIMES 5620 KIRKWOOD HIGHWAY WILMINGTON DE 19808 131846366 501(c)(3) 15000 0 FMV Donation Center for Excellence HEALTH CARE JOURNALISM 10 NEFF HALL COLUMBIA MO 65211 411908032 501(c)(3) 18857 0 FMV Donation WOLFSON CHILDRENS HOSPITAL THE WOMENS BOARD 1325 SAN MARCO BLVD SUITE 802 JACKSONVILLE FL 32207 590747311 501(c)(3) 15000 0 FMV Donation EDC OF MID FLORIDA 301 E PINE ST SUITE 900 ORLANDO FL 32801 591767933 501(c)(3) 17300 0 FMV Donation JDRF INTERNATIONAL 370 CENTER POINT CIRCLE SUITE 1154 ALTAMONTE SPRINGS FL 32701 231907729 501(c)(3) 10000 0 FMV Donation INSPIRA HEALTH NETWORK INSPIRA VACCINE SYMPOSIUM BOX 44 1505 W SHERMAN AVE VINELAND NJ 08360 223746758 501(c)(3) 10500 0 FMV Donation INSPIRA HEALTH NETWORK 2950 COLLEGE DRIVE SUITE 1F VINELAND NJ 08360 223746758 501(c)(3) 5900 0 FMV Donation OPERATION WARM INC PO BOX 822431 PHILADELPHIA PA 19182 383663310 501(c)(3) 15000 0 FMV Donation LAKE HIGHLAND PREPARATORY ATTN MARILY RATHBUN 901 NORTH HIGHLAND AVE ORLANDO FL 32803 590624431 501(c)(3) 15000 0 FMV Donation LEUKEMIA RESEARCH FOUNDATION 91 LUKENS DRIVE SUITE F NEW CASTLE DE 19720 261215347 501(c)(3) 13500 0 FMV Donation GIVE KIDS THE WORLD INC 210 SOUTH BASS ROAD KISSIMMEE FL 34746 592654440 501(c)(3) 12000 0 FMV Donation TRACK SHACK FITNESS CLUB INC EVENT MARKETING AND MANAGEMENT 1013 MONTANA STREET ORLANDO FL 32803 263361402 501(c)(3) 10264 0 FMV Donation FUTURE SOCCER STARS 2438 W 18TH ST WILMINGTON DE 198061206 815161637 501(c)(3) 10000 0 FMV Donation AM RED CROSS 100 WEST 10TH STREET SUITE 501 WILMINGTON DE 19801 530196605 501(c)(3) 10000 0 FMV Donation CHILDRENS HOSPITAL OF PHILADELPHIA 34TH ST and CIVIC CTR BLVD CHOP NORTH SUITE 1220 PHILADELPHIA PA 19104 231352166 501(c)(3) 10000 0 FMV Donation DE DEPARTMENT OF TRANSPORTATION OFFICE OF ADMINISTRATION PO BOX 778 DOVER DE 199030778 999999999 GOV'T 10000 0 FMV Donation CROHNS AND COLITIS FOUNDATION 150 MONUMENT ROAD SUITE 402 BALA CYNWYD PA 19004 136193105 501(c)(3) 6100 0 FMV Donation PENNSYLVANIA STATE UNIV PENN STATE BKCP 2182 SANDY DRIVE SUITE 204 STATE COLLEGE PA 16803 246000376 501(c)(3) 8460 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) 8000 0 FMV Donation DUFFYS HOPE INC 100 W 10TH STREET SUITE 9 WILMINGTON DE 19801 061652976 501(c)(3) 7544 0 FMV Donation NATIONAL KIDNEY FOUNDATION 1500 WALNUT STREET SUITE 301 PHILADELPHIA PA 19102 366009226 501(c)(3) 7500 0 FMV Donation CURESEARCH 4600 E WEST HWY SUITE 600 BETHESDA MD 20814 954132414 501(c)(3) 7500 0 FMV Donation CENTER FOR LEARNING GARDEN STATE DISCOVERY MUSEUM 2040 SPRINGDALE RD STE 100 CHERRY HILL NJ 08003 223410864 501(c)(3) 7000 0 FMV Donation JACKSONVILLE ZOO 370 ZOO PARKWAY JACKSONVILLE FL 32218 591319010 501(c)(3) 7000 0 FMV Donation CYSTIC FIBROSIS FOUNDATION 1850 LEE ROAD SUTE 111 WINTER PARK FL 32789 131930701 501(c)(3) 6500 0 FMV Donation UNIV OF DELAWARE KIDS COUNT IN DE 298 K GRAHAM HALL NEWARK DE 197167350 516000297 501(c)(3) 5500 0 FMV Donation DEPTFORD TOWNSHIP MUNICIPAL MUNICIPAL BUILDING 1011 COOPER STREET DEPTFORD NJ 08096 210733144 GOV'T 5500 0 FMV Donation 40 0 Aggregate Employee Relief Fund Donations 42 36875 0 FMV Aggregate Research Patient Participation Payment 328 240088 0 FMV Schedule I, Part I, Line 2 The grants made by Nemours were made to public charities for use in their respective exempt missions. Accordingly, Nemours expects the organization to use the funds for proper purposes, and as such, does not subsequently monitor these grants. X 1 1 X X X X 0 1 0 0 0 0 0 1 0 Hugh M Durden Member 0 156141 0 0 0 0 0 0 0 0 0 156141 0 0 R J Cummings MD Ent VP Chief Medical Officer FL 594282 0 313270 0 4944 0 0 0 12614 0 925110 0 0 0 Roy Proujansky EVP Chief Executive DE Operations 730295 0 222277 0 158780 0 116850 0 13161 0 1241363 0 150480 0 Stephen Lawless Sr VP Chief Clinical Officer 441960 0 113425 0 84178 0 44367 0 12369 0 696299 0 77248 0 Mariane Stefano Sr VP Chief Experience Officer 279829 0 71058 0 32864 0 6666 0 186 0 390603 0 31049 0 Gina Altieri Sr VP Chief Strategy Integration 388125 0 98558 0 43662 0 65719 0 259 0 596323 0 41919 0 David J Bailey MD President/CEO 985364 0 325042 0 504683 0 127171 0 12178 0 1954438 0 501119 0 Robert D Bridges EVP Chief Executive FL Operations 650738 0 199961 0 140933 0 169024 0 13903 0 1174559 0 131338 0 Bernard E Rice Ent VP Chief Information Officer 309016 0 56087 0 5826 0 39236 0 12397 0 422562 0 0 0 Rodney A McKendree Sr VP and CFO 534022 0 121240 0 2996 0 137930 0 20392 0 816580 0 0 0 Theresa M Young Sr VP Chief Experience Officer 330515 0 82326 0 57252 0 15159 0 8307 0 493559 0 51421 0 William W Higginbotham II Ent VP Finance & Cost Containment 272340 0 56281 0 839 0 42174 0 17169 0 388803 0 0 0 Paul Kempinski Ent VP, President AIDHC 463264 0 96223 0 47580 0 63883 0 20105 0 691055 0 36610 0 Deborah Chang Sr VP Children's Health Policy & Prevention 312456 0 76491 0 43239 0 45436 0 210 0 477832 0 41878 0 Nancy E Stephenson Ent VP Chief Compliance Officer 292234 0 0 0 10757 0 36494 0 20979 0 360464 0 0 0 Deborah Platz Ent VP and General Counsel 353751 0 64255 0 803 0 35816 0 22520 0 477145 0 0 0 Brent R King MD Ent VP CMO Physician Practices, DE 281958 0 138732 0 100313 0 0 0 19715 0 540718 0 61488 0 Dana N Bledsoe Ent VP, President NCH 464437 0 96188 0 17074 0 73121 0 34656 0 685476 0 0 0 Martha G McGill ENT VP Chief Network Operations FL 443784 0 84520 0 4413 0 61197 0 32635 0 626549 0 0 0 Andre Hebra MD Chief Medical Officer, NCH 754480 0 40763 0 3122 0 115236 0 25904 0 939505 0 0 0 Christian Pizarro MD Director of Nemours Cardiac Center 1726524 0 173581 0 2322 0 6447 0 19141 0 1928015 0 0 0 Peter D Wearden MD Cardiothoracic Surgeon, NCCO 1298123 0 166386 0 1380 0 0 0 26694 0 1492583 0 0 0 William G Mackenzie MD Dept of Orthopaedics Chair, AIDHC 736796 0 99454 0 11393 0 6937 0 13161 0 867741 0 0 0 Jeffrey Campbell MD Director Neuroscience Center, NCCW 748423 0 95628 0 1242 0 5930 0 13268 0 864491 0 0 0 Michael J Erhard MD Ent VP and Physician in Chief, Fl Ops 596919 0 81950 0 21999 0 20719 0 20151 0 741738 0 0 0 Daniel J Podberesky MD Dept of Radiology Chief, NCCO 556693 0 79560 0 1060 0 0 0 31470 0 668783 0 0 0 Eric A Loveless MD Dept of Orthopaedics, Divison Chief, NCCJ 554521 0 82746 0 4064 0 6927 0 12178 0 660436 0 0 0 Gary D Josephson MD Chief Medical Officer, NCCJ 550536 0 99425 0 1742 0 6317 0 20125 0 678145 0 0 0 Debbie J Merinbaum MD Dept of Radiology Chair, NCCJ 535995 0 78933 0 2572 0 6867 0 12430 0 636797 0 0 0 Terri Finkel MD Dept of Pediatrics Chair, NCH 497339 0 73444 0 10564 0 0 0 29123 0 610470 0 0 0 Tetsu Uejima MD Dept of Anesthesiology/Critical Care Chair, NCCW 474592 0 72678 0 3445 0 0 0 33615 0 584330 0 0 0 Arabinda K Choudhary MD Dept of Medical Imaging Chair, AIDHC 500322 0 73440 0 6056 0 0 0 33623 0 613441 0 0 0 Stephen Dunn MD Dept of Surgery Chair, AIDHC 532754 0 73443 0 6820 0 8854 0 12176 0 634047 0 0 0 Julie L Wei MD Surgeon in Chief, NCCO 524557 0 74503 0 1060 0 0 0 33625 0 633745 0 0 0 Carlos Archilla MD Dept of Anesthesiology Chair, NCCO 439284 0 63849 0 1323 0 0 0 27967 0 532423 0 0 0 Carolyn F Bannister MD Dept of Anesthesiology Chair, NCCJ 449098 0 71920 0 3208 0 0 0 27211 0 551437 0 0 0 Jay S Greenspan MD Dept of Pediatrics Chair, AIDHC 414853 0 116562 0 17557 0 6407 0 20071 0 575450 0 0 0 Mary B Mehta MD Chief Medical Officer, FL Network Operations 382706 0 55212 0 12853 0 5975 0 20077 0 476823 0 0 0 Paul A Pitel MD Dept of Pediatrics Chair, NCCJ 341395 0 48702 0 4465 0 31604 0 13057 0 439223 0 0 0 Kevin P Sheahan MD Dept of Pediatrics, Divison Chief, DE 351703 0 42902 0 16748 0 6625 0 19034 0 437012 0 0 0 Leslie Grissom MD Dept of Radiology, Radiologist, AIDHC (former) 415441 0 20000 0 9790 0 6591 0 13109 0 464931 0 0 0 Salvatore R Goodwin MD Dept of Anesthesiology Chair, NCCJ (former) 218935 0 0 0 2658 0 5046 0 19941 0 246580 0 0 0 Adela T Casas-Melley MD Dept of Surgery Chair, NCH 660634 0 48750 0 1992 0 0 0 36325 0 747701 0 0 0 Suken A Shah MD Orthopaedic Surgeon 907451 0 10889 0 810 0 6403 0 21115 0 946668 0 0 0 Pamela I Ellsworth MD Dept of Urology, Division Chief, NCH 596990 0 80000 0 4588 0 0 0 23619 0 705197 0 0 0 Todd A Maugans MD Dept of Neurosurgery, Division Chief, NCH 742896 0 78128 0 3072 0 0 0 31821 0 855917 0 0 0 John F Lovejoy MD Dept of Orthopaedics Chair, NCCO 653128 0 69375 0 1060 0 0 0 34589 0 758152 0 0 0 W T Thompson Member (former) 0 144330 0 0 0 0 0 0 0 0 0 144330 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 maintains a Supplemental Executive Retirement Plan ("SERP") for a select group of management and highly compensated employees as determined by the Board of Directors. The SERP was adopted in order to provide certain key employees with nonqualified 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 Include: Roy Proujansky (150,480), Stephen Lawless (77,248), Mariane Stefano (31,049), Gina Altieri (41,919), David J Bailey MD (501,119), Robert D Bridges (131,338), Theresa M Young (51,421), Paul Kempinski (36,610), Deborah Chang (41,878), Brent R King MD (61,488). 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 0 0 0 A 33905000 0 326242302 0 0 24350000 1834712 0 0 300057590 0 0 2012 1 0 1 1 A 0 1 1 1 0 0.01018 0 0.01018 1 0 1 A 0 0 0 1 1 0 0 0 0 A 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. Schedule K, Part III, Line 4-10/15/2009 326,242,302 Orange County Health Facililties Authority For the year ended December 31, 2017, private use disclosed in Schedule K, Part III Line 4 Column A is 1.018%. 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 10/15/2009 326,242,302 Orange County Health - Calculation last performed on 12/6/2012. Stephanie Quintavalla Family of M. Giouard 26466 Employment Compensation 0 Patricia Solo-Josephson Family of G. Josephson 170513 Employment Compensation 0 Richard Finkel MD Family of T. Finkel 349005 Employment Compensation 0 Kelsey Bridges Family of R. Bridges 63556 Employment Compensation 0 Substantial Contributor Service Provider 114829 Independent Contractor 0 Substantial Contributor Service Provider 342381 Independent Contractor 0 Substantial Contributor Service Provider 4338778 Independent Contractor 0 Substantial Contributor Service Provider 951602 Independent Contractor 0 Substantial Contributor Service Provider 537543 Independent Contractor 0 Substantial Contributor Service Provider 462197 Independent Contractor 0 Substantial Contributor Service Provider 6568233 Independent Contractor 0 Substantial Contributor Service Provider 535135 Independent Contractor 0 Substantial Contributor Service Provider 810354 Independent Contractor 0 Substantial Contributor Service Provider 1956641 Independent Contractor 0 Substantial Contributor Service Provider 306190 Independent Contractor 0 Substantial Contributor Service Provider 416791 Independent Contractor 0 Substantial Contributor Service Provider 19621433 Independent Contractor 0 Substantial Contributor Service Provider 3900000 Independent Contractor 0 Substantial Contributor Service Provider 267576 Independent Contractor 0 Substantial Contributor Service Provider 709726 Independent Contractor 0 Substantial Contributor Service Provider 3388929 Independent Contractor 0 Substantial Contributor Service Provider 664542 Independent Contractor 0 Substantial Contributor Service Provider 359254 Independent Contractor 0 Substantial Contributor Service Provider 175051 Independent Contractor 0 Substantial Contributor Service Provider 136975 Independent Contractor 0 Substantial Contributor Service Provider 1574460 Independent Contractor 0 Substantial Contributor Service Provider 126459 Independent Contractor 0 Substantial Contributor Service Provider 273221 Independent Contractor 0 Substantial Contributor Service Provider 2237367 Independent Contractor 0 Substantial Contributor Service Provider 705400 Independent Contractor 0 Substantial Contributor Service Provider 336519 Independent Contractor 0 Substantial Contributor Service Provider 46653174 Independent Contractor 0 Substantial Contributor Service Provider 187267 Independent Contractor 0 Substantial Contributor Service Provider 220108 Independent Contractor 0 Substantial Contributor Service Provider 1748952 Independent Contractor 0 Substantial Contributor Service Provider 1389966 Independent Contractor 0 Substantial Contributor Service Provider 7689431 Independent Contractor 0 Substantial Contributor Service Provider 1731812 Independent Contractor 0 Substantial Contributor Service Provider 423670 Independent Contractor 0 Substantial Contributor Service Provider 538236 Independent Contractor 0 Substantial Contributor Service Provider 1560409 Independent Contractor 0 Substantial Contributor Service Provider 358122 Independent Contractor 0 Substantial Contributor Service Provider 104372 Independent Contractor 0 Substantial Contributor Service Provider 513967 Independent Contractor 0 Substantial Contributor Service Provider 305382 Independent Contractor 0 X 15050 Cost or Sale price X 165695 Cost or Sale price X 15 114262 FMV X 6 2456 Cost or Sale price X 1 20000 Cost or Sale price X Tickets, aution gifts, & gift baskets 13 15078 Cost or Sale price 0 0 1 0 Schedule M, Part I Nemours reports the number of contributions received and not by the number of items. Form 990, Part VI, Section A, Line 2 Form 990, Part VI, Section A, Line 2 - Mr. Durden , Mr. Porter, Mr. Lord, Mr. Thornton, Mr. Rogers and Mr. Kuntz have a shared business relationship. These individuals serve as trustees of the Alfred I. DuPont Testamentary 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 Testamentary 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 Testamentary 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. After changes were made to the Articles of Incorporation and Bylaws of Nemours as discussed above, 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 2017 Form 990 to the Audit and Finance committee prior to the scheduled board of directors meeting in November of 2018. 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, Compensation and Reputation Committee (PCRC) to serve as the committee responsible for establishing compensation practices which are reasonable and do not violate the private inurement prohibition . The practices and processes are designed to avoid any claim for intermediate sanctions and to satisfy the requirements to obtain the rebuttable presumption. The PCRC 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 ensure reasonableness in comparison with peer practices. The Board of Directors reviews and sets forth the compensation for the CEO using the same process as the PCRC. Nemours' 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 $38,991,356. Cruden Bay Risk Retention Group Inc 2836 Airport Road Barre VT 05641 270057453 Risk Retention VT 501(c)(3) 509(a)(3) The Nemours Foundation 1 Pediatric Medical Services of Florida Inc 9145 Narcoossee Road Suite A203 Orlando FL 32827 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 Dornoch Sutherland Assurance LTD PO Box 1085 CJ 980404800 Captive Insurance CJ The Nemours Foundation C 11889680 54045731 1 1 Alfred I duPont Testamentary Trust 510 Alfred Dupont Place Jacksonville FL 32202 590226560 Investment for Charity FL N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 Dornoch Sutherland Assurance LTD m 600000 Fair Market Value Dornoch Sutherland Assurance LTD l 12600000 Fair Market Value Cruden Bay Risk Retention Group Inc l 2000000 Fair Market Value Cruden Bay Risk Retention Group Inc m 525000 Fair Market Value Cruden Bay Risk Retention Group Inc q 1099037 Fair Market Value Pediatric Medical Services of Florida Inc r 4852332 Fair Market Value Nemours New Jersey Physician Practice r 1944368 Fair Market Value 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, 2018.