2017-11-14T14:25:22-06:00 2016-12-31 ERNST & YOUNG US LLP 55 IVAN ALLEN BLVD SUITE 1000 ATLANTA GA 30308 990 2016-01-01 900779996 CHILDREN'S HEALTHCARE OF ATLANTA GROUP RETURN % Tom Brems CHIL 4047857944 1587 Northeast Expressway Atlanta GA 30329 RUTH FOWLER CFO 4047857944 2017-11-09 true AERRIAL ORR P01598400 4048748300 164.57.159.253 58145420173185000007 2017-11-14 P 52DC2905624A263167CEF3FB002A4B8CCB88897A A9F34ED436352FF4B1AA576E9CC518543F23A016 2016 2017-02-10 21:41:12Z DONNA HYLAND 1600 Tullie Circle Atlanta GA 30329 1605893290 true true 5857 X www.choa.org X TO MAKE KIDS BETTER TODAY AND HEALTHIER TOMORROW. 84 71 12061 7000 0 78702680 94771344 1356256652 1478411439 16276231 5888140 20698692 18071287 1471934255 1597142210 3927733 2659765 0 0 757074064 837093090 0 0 13976083 473050087 522722621 1234051884 1362475476 237882371 234666734 3391919220 3685556565 660843749 675900087 2731075471 3009656478 X TO MAKE KIDS BETTER TODAY AND HEALTHIER TOMORROW. false false 1132971366 2659765 1491302483 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 2016, THE FOUNDATION HAD 77 PAID STAFF AND 5,782 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 ALTANTA 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 2016, THE THREE HOSPITALS OPERATED BY CHILDREN'S HEALTHCARE OF ATLANTA, INC. PROVIDED 575 LICENSED BEDS AND MANAGED 1,008,830 PATIENT VISITS, 391,277 UNIQUE PATIENTS, 27,836 HOSPITAL DISCHARGES, 161,475 INPATIENT DAYS, 973,482 OUTPATIENT VISITS, 42,781 SURGICAL PROCEDURES (INPATIENT AND OUTPATIENT), 236,595 EMERGENCY DEPARTMENT VISITS, 154,091 URGENT CARE CENTER VISITS AND 42,331 PRIMARY CARE VISITS. CHILDRENS ALSO MANAGED 81,047 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 2016, THEY TREATED NEARLY 5,000 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 2016, 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 nation's largest healthcare workforce who will coach new and expectant parents to deliver "language nutrition" to their kids. 1132971366 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 true true true true false false false true true true true false false true 155 10 true 12061 true false false false false false true true true false false false X 84 71 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 UT WA WV WI X Tom Brems 4047857944 1587 Northeast Expressway ATLANTA GA 30329 X 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 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 Indiv Trustee - MAC 1.0 0.0 X 0 0 0 Rebecca Flick 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 Tom Giddens Individual 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 Individual Trustee - Fdn 1.0 0.0 X 0 0 0 Scott MacLellan Individual Trustee - 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 Christy Roberts 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 609701 131022 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 Patti Dickey Individual Trustee - FDN 1.0 0.0 X 0 0 0 Ronald Frieson Indiv Trustee - HSOC/PRES FDN 1.0 50.0 X X 0 601115 58476 Cameron Sherrill Indiv Trustee-FDN 1.0 0.0 X 0 0 0 Allison Moran Indiv Trustee-FDN 1.0 0.0 X 0 0 0 Charlie Brown Indiv 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 40.0 X 0 388329 26442 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 Indiv Trustee-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 Charles Shaffer Jr Ind Trustee - MAC/BRD Emeritus 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 Farah Chapes Indi Ttee-MAC/VP Acdmic Admin 1.0 0.0 X 105014 0 10624 Tripp Rawls Individual Trustee - MAC 1.0 0.0 X 0 0 0 Pat Frias Indvid Trstee-MAC 10.0 40.0 X 0 804040 162401 Bernie Dixon Indiv. Trustee-ECH/SR/EAS/EPG 1.0 0.0 X 0 0 0 Cedric Miller MD Indiv. Trustee/Chief Em. Svcs 40.0 0.0 X 127482 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 Joe Williams MD TRUST/CLIN PHYS-ECH/SR/EAS/EPG 1.0 0.0 X 29850 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 0.0 0.0 X 0 0 0 Stephanie Blank Indiv. Trustee-ECH/SR/EAS/EPG 1.0 0.0 X 0 0 0 Stephanie Jernigan MD 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 Tom Noonan Indiv. Trustee-ECH/SR/EAS/EPG 1.0 0.0 X 0 0 0 Alan Dahl Individual Trustee 1.0 0.0 X 0 0 0 Jody Ohlmeyer Individual Trustee-HSOC/VP Fin 40.0 10.0 X 368092 0 20328 Lucky Jain Individual Trustee-MAC/Exec. 40.0 0.0 X 0 233111 0 Lynn Perez Indi Trustee-MAC/VP Ops MAC 40.0 0.0 X 108546 0 8265 Michael Riley Individual Trustee 40.0 0.0 X 258994 0 27311 Edwin Smith MD Individual Trustee-System 1.0 0.0 X 0 0 0 Carol Tome Individual Trustee-System 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 Beatrice Gee MD Individual Trustee-HSOC 1.0 0.0 X 0 0 0 Joy Smith MD Individual Trustee-HSOC 1.0 0.0 X 0 0 0 Charles Ogburn Individual Trustee-System 1.0 0.0 X 0 0 0 Doug Black Individual Trustee - FDN 1.0 0.0 X 0 0 0 Donna Hyland Pres/CEO - ECH/SR/EAS/EPG/MAC 10.0 40.0 X 0 1411868 365328 Ruth Fowler Treas ECH/SR/FDN/EAS/EPG/MAC 10.0 40.0 X 0 685478 140190 Leslie Jones Sec - ECH/SR/EAS/EPG/MAC/HSOC 10.0 40.0 X 0 492441 35192 Tonja Bridges Dir Fdn Admn/Brd Corp Sect-Fdn 50.0 0.0 X 117886 0 26566 Mary Beth Bova SVP OPS-ECH/IND TRUSTEE-HSOC 50.0 0.0 X 355512 0 25490 Jill Strickland SVP Physician Practices Ops 50.0 0.0 X 319779 0 26594 Stacey Deweese VP Operations-SR 50.0 0.0 X 231383 0 31847 Linda Cole SVP Operations/CNO 10.0 40.0 X 0 432163 26542 John Bleacher Surgeon 50.0 0.0 X 916917 0 13508 Julie Gleason Surgeon 50.0 0.0 X 927433 0 21032 Joseph Bussey Surgeon 50.0 0.0 X 858241 0 26616 Andrew Reisner Neurosurgeon 50.0 0.0 X 908003 0 27212 William Boydston Prac Dir Neursurgical Svcs 50.0 0.0 X 981644 0 25063 Robert C Wilde Former Trustee - HSOC/CTO 1.0 0.0 X 424575 0 28082 Eugene Hayes Former Pres FDN/Sr Development 10.0 40.0 X 294553 0 17529 Burt Lesnick FORMER IND TSTEE/PULMONOLOGIST 40.0 10.0 X 421526 0 13835 George Raschbaum Former Trustee/Surgeon 50.0 0.0 X 799956 0 11008 8555386 5658246 1306503 742 true true false MORRIS DICKSON CO LLC PO BOX 51367 SHREVEPORT LA 711351367 PHARMACY DISTRIB. 38598969 PEDIATRIC EMERGENCY MEDICINE ASSOCI 2247 SALIENT ROAD MARIETTA GA 300641360 EMERGENCY SERVICES 18721079 CVS CAREMARK LLC PO BOX 840336 DALLAS TX 752840336 PRESCRIPTION SVCS 17168027 BRASFIELD GORRIE LLC PO BOX 11407 BIRMINGHAM AL 352460351 CONTRACTING SVCS 15003408 CHEMISTRY ATLANTA 535 SMITHFIELD STREET SUITE 550 PITTSBURGH PA 15222 MRKTNG & ADVRT SVCS 7217868 212 4214871 0 12173962 78382511 1945578 94771344 NET PATIENT SERVICE REV 622310 1427596862 1427596862 0 0 GRADUATE MEDICAL FUNDING 622310 6337030 6337030 0 0 STATE NEONATE INCOME 622310 4051412 4051412 0 0 MANAGEMENT SERVICE FEES 622310 40010189 40010189 0 0 TUITION INCOME 622310 415946 415946 0 0 1478411439 5066299 5066299 0 0 3117978 4498851 -1380873 0 -1380873 -1380873 2774594 30539 1931393 51899 843201 -21360 821841 821841 8830053 4214871 2268937 6561116 6561116 0 0 0 0 0 0 MEANINGFUL USE 900099 2358842 2358842 0 0 GIFT SHOPS 900099 1927771 1927771 0 0 PARKING 900099 1375059 1375059 0 0 7229372 7229372 0 0 12891044 1597142210 1491302483 0 11068383 2647871 2647871 11894 11894 0 0 0 0 1580478 990605 530931 58942 0 0 0 0 679006496 559221149 113531666 6253681 30538990 25137568 5401422 0 84537370 69585270 13491710 1460390 41429756 34102087 7327669 0 1020214 267928 752286 0 0 0 0 0 406950 0 406950 0 0 0 0 0 0 0 0 0 0 0 12010394 8794978 3101937 113479 11071370 4965881 5559173 546316 9252418 4606992 3980583 664843 22756778 18834543 3917181 5054 0 0 0 0 23597108 17799705 5785496 11907 2334612 1165330 1036722 132560 0 0 0 0 5673650 3083807 2411030 178813 19933634 28268 19905366 0 0 0 0 0 60368443 43540788 16827655 0 10115690 5444091 4671599 0 MEDICAL SUPPLIES 169018688 167987482 1023550 7656 PURCHASED SVCS MED 41676445 41676445 0 0 BAD DEBT EXPENSE 25377577 25377577 0 0 PURCHASED SVCS NON MED 20033896 16059515 0 3974381 88074754 81641592 5865101 568061 1362475476 1132971366 215528027 13976083 0 69619497 77319733 0 0 39458149 42334959 150023334 174759292 0 0 0 0 0 0 20354469 20737174 9042088 13019227 1497991876 878443268 580446253 619548608 135236762 143045222 134631112 140794286 0 0 0 0 2253107556 2453998064 3391919220 3685556565 163599191 195719966 7265836 7556469 0 0 0 0 0 0 0 0 0 0 0 0 489978722 472623652 660843749 675900087 X 2262555867 2512460158 291662967 301267775 176856637 195928545 2731075471 3009656478 3391919220 3685556565 X 234666734 0 0 0 0 43914273 X false true X true true true X 60498767 90979701 81478337 78702680 94771344 406430829 0 0 60498767 90979701 81478337 78702680 94771344 406430829 35309634 371121195 8132661 8323999 22837809 9308832 8184277 56787578 0 0 463218407 6373855572 0.80118 0.82160 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 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 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 144155800 7825208 525856 151455152 142112872 2500092 457164 144155800 133659871 0 8855491 0 402389 101 142112872 121601928 12361363 297897 5523 133659871 109959265 11920392 270848 6881 121601928 0.00000 0.94440 0.05560 true false 104999098 104999098 694295163 376700725 317594438 14620846 12843486 1777360 465877275 303207305 162669970 218199494 185691752 32507742 619548608 IC RECEIVABLES FROM PARENT 2444727366 DEPOSITS/NON CURRENT ASSETS 9270698 2453998064 0 BONDS 430093432 LONG TERM INSURANCE RESERVES 24582170 DUE TO/FROM GOVERNMENT PAYORS 17948050 472623652 Intended use of endowment funds SCHEDULE D, PART V, LINE 4 THE PERMANENTLY RESTRICTED ENDOWMENT BALANCE INCLUDES $44,566,970 OF EGLESTON'S BENEFICIAL INTEREST IN TRUSTS AND $98,478,303 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, INTO 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 ORGANIZATIONS ALLOCABLE SHARE OF THE TAX-EXEMPT BOND LIABILITIES AS PART OF THE HEALTH SYSTEMS OBLIGATED GROUP. DETAILED INFORMATION ABOUT THE OBLIGATED GROUPS TAX EXEMPT BONDS IS REPORTED ON THE FORM 990 OF THE GROUPS PARENT, CHILDRENS HEALTHCARE OF ATLANTA, INC., EIN 58-2367819. FIN 48 (ASC740) FOOTNOTE SCHEDULE D, PART X, LINE 2 CHILDRENS 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 CHOAS AUDITED FINANCIAL STATEMENTS FOR FISCAL YEARS 2016 AND 2015. HOPE&WILL GALA 1206214 890777 315437 82970 80318 4500 94681 TOWER OF TALNT 359075 274500 84575 62769 14011 54671 132 11479635 3049594 8430041 55933 187164 136863 16618 1478439 13044924 4214871 8830053 118702 284145 217181 21118 1627791 2268937 6561116 42144 false 42144 42144 true false true false Gerald Pendrey 1687 Tullie Circle Atlanta GA 30329 false Denise Barnes 0 Employee/Independent false true true X true X 235. true X 340. true true false true true 26521233 1159030 25362203 0.01900 656546243 579484122 77062121 0.05760 0 683067476 580643152 102424324 0.07660 27708133 3840291 23867842 0.01790 20708958 11371493 9337465 0.00700 48671874 19301853 29370021 0.02200 49446619 12581128 36865491 0.02760 680207 680207 0.00050 147215791 47094765 100121026 0.07500 830283267 627737917 202545350 0.15160 26850 0 0.00000 26850 0 0.00000 true 25377576 0 7173000 4942000 2231000 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 60322 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 LIST OF CHNA CONTRIBUTORS 1 Michael Anderson, M.D. Pediatrician Childrens Pediatric Center East Main 2 Rosalyn Bacon Deputy Director Fulton County Department of Health and Wellness 3 Elizabeth Baker Parent Childrens 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 Childrens 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 Childrens Healthcare of Atlanta 17 Ronald Frieson President, Foundation and External Affairs Childrens 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 Childrens 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 Childrens Family Advisory Council 34 Aaron Klepinger Parent Childrens Family Advisory Council 35 Elizabeth LeDuc, M.D. Pediatrician Center for Pediatric Wellness PC 36 Laura Lenaeus Parent Childrens 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 Childrens Family Advisory Council 42 Lindsay Marks Parent Childrens 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 Childrens 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 Childrens Family Advisory Council 49 Eduardo Montana, M.D. Executive Medical Director Childrens Cardiovascular and Preventive Medicine 50 Katherine Morris, N.P. Nurse Practitioner Medlock Pediatrics 51 Andrew Muir, M.D. Chief, Pediatric Endocrinology Childrens 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 Georgias Children 59 Kara Prickett, M.D. Assistant Professor Emory University 60 Julia Roberts Parent Childrens Family Advisory Council 61 Kerith Rudnicki, M.D. Pediatrician Childrens Medical Group PC 62 Adriana Rzeznik, M.D. Pediatrician Woodstock Pediatric Medicine PC 63 Dan Salinas, M.D. Chief Medical Officer Childrens Healthcare of Atlanta 64 Stella Shin, M.D. Pediatric Nephrologist Emory Healthcare and Childrens Healthcare of Atlanta 65 Andrea Silver Parent Childrens Family Advisory Council 66 Gwen Sirmans Parent Childrens Family Advisory Council 67 Jonika Sutton Parent Childrens 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 Childrens 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. Children's 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 Brothers Big Sisters of Metro Atlanta: mentoring for children facing adversity. SCHEDULE H, PART V, SECTION B, LINE 6A THE CHNA WAS CONDUCTED WITH BOTH EGELSTON CHILDREN'S HOSPITAL AND THE RELATED 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 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 CHILDRENS 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 CHILDRENS. 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 CHILDRENS 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, CHILDRENS 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 home" - 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-2017-new.pdf FORM 990, SCHEDULE H, PART V, SECTION B, LINE 20 BILLING AND COLLECTIONS THE HOSPITAL FACILITY DID NOT ENGAGE IN ANY OF THE EFFORTS LISTED IN LINE 20 A THROUGH E. 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 Dirve Atlanta GA 30322 Outpatient Services Children'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 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 Fayetteville 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 Rehabilitation Center 993-F Johnson Ferry Road NE Atlanta GA 30342 Outpatient Services Children's at Hamilton Mill 2108 Teron Trace Dacula GA 30019 Outpatient Services Children's at Duluth 2270 Duluth Hway 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 Raod NE Atlanta GA 30342 Outpatient Services Children's at Centry 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 Dr 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 $25,377,576 has been removed from total expense. Community Building Activities Part II Childrens Healthcare Community Building Activities include: Action for Healthy Kids: Childrens is part of the AFHK State Team, an affiliate under the AFHK organization. Together the team identifies opportunities for collaboration to promote nutrition and physical activity as well as workshops to help schools with wellness policy needs and provide updates on resources available to schools across Georgia. 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 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 an active 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 brings several partners together to promote initiatives that educate and increase awareness related to obesity, healthy lifestyles and substance abuse prevention. Target populations include youth, seniors, and low-income communities. Live Healthy Gwinnett: Childrens collaborated closely with Gwinnett County Parks and Recreation in their health and wellness efforts that laid the foundation for 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. Partnership for Community Action, Inc. 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. 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 ownership %: 51% Column D, Officers, Directors, Trustees or Key Employees %: 0% Column E, Physicians Profit or 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, CHILDRENS 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 CHILDRENS 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 CHILDRENS WE 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 2016. 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: 47.8 percent white, 33.2 percent Black or African American, 10.7 percent Hispanic or Latino, 5.8 percent Asian or Pacific Islander and 2.5% percent Other. The 2017 estimated average household income for residents in the Atlanta MSA is approximately $85,600 as compared to $60,500 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 Childrens Healthcare System PROVIDING CARE FOR OVER 1,008,000 PATIENT VISITS THEY MANAGED IN 2016. IN 2016, CHILDREN'S HEALTHCARE OF ATLANTA, INC. PROMOTED THE HEALTH OF THE OVERALL COMMUNITY AND PROVIDED 575 LICENSED BEDS AND 391.277 UNIQUE PATIENTS (FROM ALL 159 COUNTIES IN GEORGIA) 27,836 HOSPITAL DISCHARGES, 161,475 INPATIENT DAYS, 973,482 OUTPATIENT VISITS, 42,781 SURGICAL PROCEDURES, 236,595 EMERGENCY DEPARTMENT VISITS, AND 154,901 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, WE PRODUCE AN ANNUAL REPORT ILLUSTRATING OUR BENEFIT TO THE COMMUNITY AND MAKE THAT PUBLIC ON OUR WEBSITE WWW.CHOA.ORG. THIS REPORT IS POSTED IN THE "COMMUNITY AND GOVERNMENT AFFAIRS" SECTION. THERE IS ALSO A SECTION TITLED "OUR IMPACT ON GEORGIA" TO SHOW OUR BROADER IMPACT ON THE STATE. true CHILDREN'S HC OF ATLANTA AT HUGHES SPALDING 35 JESSE HILL DRIVE ATLANTA GA 30303 262037695 501(c)(3) 680207 FUND WORKING CAPITAL DEFICIT CHILDREN'S HC OF ATLANTA AT HUGHES SPALDING 35 Jesse Hill Drive Atlanta GA 30303 262037695 501(c)(3) 1863827 Support for capital and operations 1 Nursing Scholarship 6 8000 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. Cnadlish 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 receipent of the Candlish Scholarship. The dollar amount and number of scholarships awarded varies from year to year, depending on the three 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 Robert C Wilde Former Trustee - HSOC/CTO 320642 0 83794 0 20139 0 0 0 28082 0 452657 0 0 0 Daniel Salinas MD CMO/INDIV. TRUSTEE - ECH/SR/EA 0 464618 0 126418 0 18665 0 106546 0 24476 0 740723 0 0 Ronald Frieson Indiv Trustee - HSOC/PRES FDN 0 378281 0 208685 0 14149 0 46548 0 11928 0 659591 0 0 Donna Hyland Pres/CEO - ECH/SR/EAS/EPG/MAC 0 1019655 0 352520 0 39693 0 346530 0 18798 0 1777196 0 0 Ruth Fowler Treas ECH/SR/FDN/EAS/EPG/MAC 0 505380 0 158070 0 22028 0 118922 0 21268 0 825668 0 0 Leslie Jones Sec - ECH/SR/EAS/EPG/MAC/HSOC 0 385543 0 100760 0 6138 0 0 0 35192 0 527633 0 0 Eugene Hayes Former Pres FDN/Sr Development 78688 0 187474 0 28391 0 0 0 17529 0 312082 0 0 0 Mary Beth Bova SVP OPS-ECH/IND TRUSTEE-HSOC 257943 0 67399 0 30170 0 6444 0 19046 0 381002 0 0 0 Jill Strickland SVP Physician Practices Ops 251754 0 66035 0 1990 0 1283 0 25311 0 346373 0 0 0 Jim Fortenberry MD Indiv Trustee-FDN 0 333148 0 50381 0 4800 0 0 0 26442 0 414771 0 0 Stacey Deweese VP Operations-SR 165967 0 46467 0 18949 0 5249 0 26598 0 263230 0 0 0 John Bleacher Surgeon 594515 0 300403 0 21999 0 0 0 13508 0 930425 0 0 0 Julie Gleason Surgeon 477000 0 429454 0 20979 0 0 0 21032 0 948465 0 0 0 Joseph Bussey Surgeon 495690 0 360316 0 2235 0 0 0 26616 0 884857 0 0 0 Pat Frias Indvid Trstee-MAC 0 598673 0 189306 0 16061 0 141103 0 21298 0 966441 0 0 Burt Lesnick FORMER IND TSTEE/PULMONOLOGIST 264410 0 136292 0 20824 0 3076 0 10759 0 435361 0 0 0 George Raschbaum Former Trustee/Surgeon 482915 0 292063 0 24978 0 0 0 11008 0 810964 0 0 0 Jody Ohlmeyer Individual Trustee-HSOC/VP Fin 309367 0 41059 0 17666 0 8019 0 12309 0 388420 0 0 0 Lucky Jain Individual Trustee-MAC/Exec. 0 218552 0 14559 0 0 0 0 0 0 0 233111 0 0 Michael Riley Individual Trustee 189232 0 50205 0 19557 0 0 0 27311 0 286305 0 0 0 Linda Cole SVP Operations/CNO 0 343214 0 86809 0 2140 0 0 0 26542 0 458705 0 0 Andrew Reisner Neurosurgeon 789632 0 81033 0 37338 0 0 0 27212 0 935215 0 0 0 William Boydston Prac Dir Neursurgical Svcs 872742 0 87264 0 21638 0 0 0 25063 0 1006707 0 0 0 SUPPLEMENTAL COMPENSATION INFORMATION EMPLOYEES OF CHILDREN'S HEALTHCARE OF ATLANTA, INC. HAVE THE OPTION TO PARTICIPATE IN THE 403 (B) PLAN OFFERED BY THE ORGANIZATION. CHILDREN'S PROVIDES AN ANNUAL DISCRETIONARY CONTRIBUTION OF A 401 (A) RETIREMENT PLAN FOR EMPLOYEES WHO WORK AT LEAST 1,000 HOURS IN THE CALENDAR YEAR AND ARE EMPLOYED ON 12/31/2016. 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 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 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 2016: DONNA HYLAND $346,530 PAT FRIAS $141,103 RUTH FOWLER $118,922 DANIEL SALINAS $106,546 RON FRIESON $37,823 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 10897 SEE SCHEDULE L. PART V true Katherine Dixon SEE SCHEDULE L. PART V 100825 SEE SCHEDULE L. PART V true Star Overton SEE SCHEDULE L. PART V 79495 SEE SCHEDULE L. PART V true BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS (A) JACKSON DYER (B) Relationship between interested person and the organization- 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 - 10,897 (D) Description of transaction - Jackson Dyer received compensation as an employee (A) Katherine Dixon (B) Relationship between interested person and the organization- 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 - 100,825 (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 - 79,495 (D) Description of transaction - Star Overton received compensation as an employee X 67 1945578 Cost/Selling Price false true false Part I, Line 9, Column B The amount of 67 represents the number of contributors. VOLUNTEERS FORM 990, PART I, LINE 6 CHILDRENS RELIES ON VOLUNTEER SUPPORT TO RAISE FUNDS IN OUR COMMUNITY THROUGH ORGANIZING OR VOLUNTEERING AT EVENTS. INDIVIDUALS AND CORPORATIONS WORK WITH CHILDRENS TO HOST AND SUPPORT NUMEROUS COMMUNITY, SPORTS AND HOLIDAY EVENTS, ALL TO BENEFIT OUR NOT-FOR-PROFIT ORGANIZATION. IN 2016, MORE THAN 7,000 VOLUNTEERS SUPPORTED CHILDRENS IN THIS CAPACITY. VOLUNTEERS ALSO PLAY SUCH AN IMPORTANT ROLE IN CLINICAL SETTINGS WITHIN OUR NOT-FOR-PROFIT HEALTHCARE SYSTEM THAT WE CALL THEM FRIENDS. 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 CHILDRENS STAFF, CHILDRENS 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 1,400 ACTIVE VOLUNTEERS ASSIST AT OUR MEDICAL FACILITIES. FOR MORE INFORMATION ON VOLUNTEER OPPORTUNITIES IN FUNDRAISING AND OTHER SUPPORT TO OUR PATIENTS AND FAMILIES, PLEASE VISIT WWW.CHOA.ORG/VOLUNTEER. BUSINESS & FAMILY RELATIONSHIPS FORM 990, PART VI, LINE 2 Bernie Marcus and Frederick Marcus have a family relationship. Chantell Bagwill and Lige Gillis have a business relationship. Christy Roberts and Lige Gillis have a business relationship. Cedric Miller and David Fagin 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 SUBORDINATES 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 HEALTHCARE 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 AMENDMENT OF MAJOR CONTRACTS; THE ADDITION OR DISCONTINUATION OF SIGNIFICANT HEALTHCARE SERVICES; INCURRENCE OF DEBT IN EXCESS OF $1 MILLION; APPROVAL OF PURCHASES, LEASES OR DISPOSALS 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 DISPOSITIONS 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 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 DELGATED POWERS, OFFICER 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" ON 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 COMMITTEES 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 OF 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 ORGANIZATION'S 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 RECOMMENDATION 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 $29,994,597 Unrealized Gains (Losses) ($7,606,834) TOTAL OTHER RECONCILING ITEMS $21,526,510 ----------- $43,914,273 TOTAL OTHER CHANGES ============ Children's Sedation Services LLC 1587 Northeast Expressway Atlanta GA 30329 810582607 PHY Services GA 1296134 0 Egleston PED CHildren's Anesthsia Services LLC 1587 Northeast Expressway Atlanta GA 30329 200044124 PHY Services GA 8829942 0 Egleston PED CHOA Center for Pain Relief LLC 1587 Northeast Expressway atlanta GA 30329 320185406 PHY Services GA 527751 0 Egleston PED Pdtric Nrsrgry Asso at Children's LLC 1587 Northeast Expressway Atlanta GA 30329 260833842 PHY Services GA 4505358 0 Egelston PED CHOA - Multispecialty LLC 1587 Northeast Expressway Atlanta GA 30329 611665353 Phy Services GA 24141840 0 Egleston Ped CHOA - hospital based llc 1587 Northeast Expressway Atlanta GA 30329 800863895 Phy Services GA 60529677 0 Egleston Ped Specialty Providers at Children's LLC 1587 Northeast Expressway Atlanta GA 30329 611753346 Phy Services GA 16548644 0 Egleston Ped Med-Surgical Providers at Children'sLLC 1587 Northeast Expressway Atlanta GA 30329 300853755 Phy Services GA 21472311 0 Egleston Ped Cardiothoracic prvidrs at children's llc 1587 Northeast Expressway Atlanta GA 30329 320456470 Phy Services GA 7294867 0 Egleston Ped Primary care at childrens llc 1587 Northeast Expressway Atlanta GA 30329 611752679 Phy Services GA 1809657 0 Egleston Ped Children's Healthcare of Atlanta Inc 1587 Northeast Expressway atlanta GA 30329 582367819 HLTHCRE MGMT GA 501(c)(3) 12b NA false Meridian Mark LLC 1587 NE EXPRSSWY Atl GA 30329 010723254 Surgery Center GA Scottish Rite Related 8433514 12909983 false false 0.51000 The Children's Health Network Inc 1584 Tullie Circle Atlanta GA 30329 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 1584 Tullie Circle Atlanta GA 30329 471373158 Physician Svcs GA CHOA C Corp 0 0 1.00000 true Charitable Remainder Trust - Wells Fargo 303 PEACHTREE STREET ATLANTA GA 30303 SPLIT INT. TRUST NC NA Trust 11237 566290 false Charitable Remainder Trust - SunTrust 303 PEACHTREE STREET ATLANTA GA 30303 SPLIT INT. TRUST GA NA Trust 4803 227452 false Laurie Davis Webster Trust 303 PEACHTREE STREET ATLANTA GA 30303 586026013 CHARITABLE TRUST GA NA Trust 2075 88567 1.00000 false WE CHAPLIN TRUST 303 PEACHTREE STREET ATLANTA GA 30303 586026010 CHARITABLE TRUST GA NA Trust 293 11767 1.00000 false THOMAS EGLESTON TRUST 303 PEACHTREE STREET ATLANTA GA 30303 586026009 CHARITABLE TRUST GA NA Trust 351783 20980389 1.00000 false false true true false true false false false false false false true true false true true false true false Thomas Egleston Trust c 351783 Cash Transfer