2017-05-15T13:09:56-05:00 2016-06-30 Grant Thornton LLP 201 S COLLEGE ST STE 2500 CHARLOTTE NC 28244 990 2015-07-01 580705892 AU Medical Associates FKA Physician Practice Group % ALMA PEARL CPA AUME 7067241600 1499 Walton Way Ste 1400 Augusta GA 30901 AMANDA HOPKINS TIRRELL COO 7068286406 2017-05-15 true MICHELE N MELCHIOR P00488037 7046323500 2017-05-15 2015 2021-01-29 14:40:06Z AMANDA HOPKINS TIRRELL 1499 Walton Way Augusta GA 30901 196260719 false X N/A X 1958 GA To conduct programs in support of the research, clinical and educational missions of Augusta University (AU) (formally known as Georgia Regents University (GRU)). 28 0 931 0 0 0 148527144 154238271 10619482 3686342 443765 440732 159590391 158365345 1987070 2062625 7469005 7981902 125864228 125735083 0 0 0 32566832 29112051 167887135 164891661 -8296744 -6526316 102301297 96346259 40142196 42402022 62159101 53944237 X THE OBJECTS AND PURPOSES OF THIS ASSOCIATION ARE (EITHER DIRECTLY OR THROUGH SUBSIDIARIES OR PARTNERSHIPS) TO ADMINISTER THE PRACTICE OF MEDICINE, TO MANAGE AMBULATORY CARE SERVICES AND OTHER CLINICAL SERVICES, AND TO ACQUIRE AND ADMINISTER FUNDS AND PROPERTY WHICH, AFTER THE PAYMENT OF NECESSARY EXPENSES, SHALL BE DEVOTED EXCLUSIVELY TO THE CHARITABLE, SCIENTIFIC, AND EDUCATIONAL MISSIONS OF Augusta University. false false 157149304 2062625 154238271 Through the efforts of the organization, primary care as well as specialized tertiary and quaternary medical providers have been recruited and retained to provide care to thousands of insured and uninsured Georgia and South Carolina citizens. Expansion to community practice sites has provided the organization's members and employed physicians with additional venues to care for patients and generate new referrals to the sub specialty educational and clinical programs of Augusta University (AU). Organizational funds have been used to fuel the research enterprise of AU, primarily through the recruitment of and funding for senior clinical investigators and physician scientists. Accumulated funds of the organization are used by the dean of the AU Medical College of Georgia, and its clinical science departments, to supplement funding for educational programs of the school. During the fiscal year ending June 30, 2016, 32.66% of the medical care provided by the organization's members and employed physicians was to uninsured and underinsured citizens of Georgia and South Carolina. Expansion efforts have brought the services of AU to surrounding communities, which increased patient referrals to the teaching programs of AU. 157149304 true false false false false false false false false true true false false true false false true false false false false false false false false false true false true true false false false false false false false false false false false false false false true true false false false true 446 0 true 931 true false true CJ false false false false false false false false X 28 0 false false false false true true true true true false false true true true true true false true true false GA X ALMA PEARL CPA 7068286406 1499 WALTON WAY STE 1400 Augusta GA 30901 X Brooks Keel PhD President (as of 7/1/15) 2.0 40.0 X X 0 360867 8731 Cargill Alleyne MD BOT Member 1.25 40.0 X 9129 995463 39872 Reda Bassali MD BOT Member (as of 7/1/15) 0.5 40.0 X 10446 183390 36471 Adam Berman Secretary/Treasurer AUMA 2.75 40.0 X X 10876 429384 42104 Styles Bertrand MD BOT Member 0.75 40.0 X 13599 292298 42597 Jatinder Bhatia MD Chair, AUMA Elect 3.25 40.0 X X 14194 303721 59753 David Bogorad MD BOT Member 2.0 40.0 X 11945 347168 42193 Peter Buckley MD Chair, CEO, AUMA BOT 2.75 40.0 X X 11647 652774 62442 Janis Coffin MD BOT Member 1.75 40.0 X 10235 191388 35421 Michael Diamond MD BOT Member 0.75 40.0 X 22461 604047 83838 Ivan Florentino MD BOT Member 0.75 40.0 X 12470 345572 59891 David Hess MD BOT Member 0.5 40.0 X 43509 471782 49123 Joseph Hobbs MD BOT Member 0.75 40.0 X 45330 398931 62734 Charles Howell MD BOT Member 1.25 40.0 X 14443 651188 95950 David Monte Hunter MD BOT Member 0.75 40.0 X 12239 689764 39636 Stilanos Kountakis MD BOT Member 0.75 40.0 X 12832 573985 58231 Michael Madaio MD BOT Member 1.0 40.0 X 6370 509535 40746 W Vaughn McCall BOT Member 0.75 40.0 X 28672 404193 52611 Steffen Meiler MD BOT Member 1.0 40.0 X 12794 624244 55920 Walter Moore MD BOT Member 1.5 40.0 X 13504 243253 31582 Waleed Mourad MD BOT Member 0.5 40.0 X 5362 429972 41304 Julian Nussbaum MD BOT Member 0.75 40.0 X 14159 587857 54877 Walter Pipkin MD BOT Member (as of 7/1/15) 0.5 40.0 X 8377 385746 42136 James Rawson MD BOT Member 0.75 40.0 X 9147 603090 69716 Amyn Rojiani MD BOT Member 0.5 40.0 X 44253 480033 49814 Richard Schwartz MD BOT Member 1.0 40.0 X 17443 430223 62595 Jack Yu MD Chair, AUMA 3.25 40.0 X X 29448 342173 61114 Charles Linder MD BOT Member 20.0 20.0 X 172753 50000 9852 Shawn Vicent Ex-Officio (as of 7/1/15) 1.0 40.0 X 0 258290 26410 Amanda Hopkins-Tirrell COO 40.0 0.0 X 280841 0 33842 Patricia Brownlow CFO (THRU 3/31/2016) 40.0 0.0 X 281959 0 59275 Alma Pearl Interim CFO (as of 4/1/16) 1.0 40.0 X 24034 0 14459 Ian Davis MD AUMA Employee 40.0 0.0 X 379070 0 54711 Anastasios Polimenakos MD AUMA Employee 40.0 0.0 X 628820 0 62383 Swapna Velamakanni MD AUMA Employee 40.0 0.0 X 265962 0 37703 Christie Somers Arietti AUMA Employee 40.0 0.0 X 260950 0 25992 Michael Sumner MD AUMA Employee 40.0 0.0 X 389232 0 58919 Ricardo Azziz MD former president 0.0 40.0 X 10078 1709599 54057 David Hefner former CEO 0.0 40.0 X 0 331633 0 Anthony Mulloy MD former Interim COO 0.0 40.0 X 39811 291522 52332 3178394 15173085 1871337 67 true true false Locum-TenensCom PO Box 405547 ATLANTA GA 303845547 Con. Clinical Care 3615974 Culbert Healthcare Solutions 800 West Cummings Park Ste 6000 WOBURN MA 01801 Consultants 841309 Professional Solutions Stat 10167 Corporate Square Drive ST LOUIS MO 63132 Outsourced Billing 768089 CompHealth PO Box 972651 DALLAS TX 753972651 Con. Clinical Care 586852 GE Healthcare IITS US Corp 15724 Collections Center Drive CHICAGO IL 60693 Software Support 463242 12 0 PATIENT RECEIPTS 900099 121426703 121426703 SUPPORTED ORGANIZATION SERVICES 900099 25143275 25143275 MEDICAL ADMIN SERVICES 900099 6500023 6500023 MEANINGFUL USE SUPPORT 900099 1168270 1168270 154238271 2099534 2099534 0 0 83264 4530 78734 0 78734 78734 39477652 37890844 1586808 1586808 1586808 0 0 0 OTHER INCOME 900099 361998 361998 361998 158365345 154238271 4127074 2062625 2062625 0 0 7981902 7981902 4266751 4053413 213338 0 112512237 106886625 5625612 1333732 1267045 66687 5964755 5666517 298238 1657608 1574728 82880 0 -13742 -13055 -687 74711 70975 3736 0 0 247836 235444 12392 9527085 9050731 476354 71067 67514 3553 5021236 4770174 251062 1087420 1033049 54371 0 1316109 1250304 65805 3588006 3408606 179400 0 271731 258144 13587 808153 767745 40408 0 781277 742213 39064 34523 32797 1726 EARLY RETIREMENT FUNDING 1193232 1133570 59662 SOCIETY DUES & MEMBERSHIPS 826691 785356 41335 MOVING EXPENSE 321516 305440 16076 OFFSITE PRACTICE FEES 71142 67585 3557 3884058 3689857 194201 164891661 157149304 7742357 0 6502323 5657340 2735304 2244746 0 0 914494 442836 0 0 0 0 0 0 0 0 0 0 17837953 10528474 7717701 7309479 54692611 50602666 27887456 27244104 0 0 0 0 1851408 2845088 102301297 96346259 3503884 3900266 0 0 0 0 26752660 25745931 0 0 0 0 0 0 0 0 9885652 12755825 40142196 42402022 X 62159101 53944237 0 0 0 0 62159101 53944237 102301297 96346259 -6526316 -1688548 X X false true X true false X X X 1 AUGUSTA UNIVERSITY (FORMERLY GEORGIA REGENTS UNIVERSITY) 586002053 2 true 96846462 0 1 96846462 true false false false false false false false false false false false false false false true false 4044523 4044523 2099059 791865 1307194 1486141 1113406 372735 10208230 8623203 1585027 7309479 DIRECT FINANCING LEASE 25973613 F JOINT VENTURE 1270491 F 27244104 0 FACULTY SPONSORED SCHOLARSHIPS 356541 DEFERRED COMPENSATION 505828 DUE TO AUGUSTA UNIVERSITY 11585747 DUE TO AU MEDICAL CENTER 307709 12755825 158148587 158148587 221288 -4530 216758 158365345 164674903 4530 4530 164670373 221288 221288 164891661 RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS Schedule D, Part XI, Line 4b Rental Expenses Reclassification - ($4,530) Schedule D, Part XII, Line 2d Rental Expenses Reclassification - $4,530 true Augusta University (FKA GRU) 1120 15th Street Augusta GA 30912 586002053 State of GA 1886625 Med School Scholarships Augusta University (FKA GRU) 1120 15th Street Augusta GA 30912 586002053 State of GA 176000 Faculty sponsored 1 PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. Schedule I, Part I, Lines 1 & 2 Scholarship grants are administered by the donee organization, which determines selection criteria and maintains records on the awards. X X X X true true false false false false false false false Amanda Hopkins-Tirrell COO 280841 0 0 0 0 12857 0 20985 0 314683 0 0 0 Patricia Brownlow CFO (THRU 3/31/2016) 281959 0 0 0 0 26500 0 32775 0 341234 0 0 0 Ian Davis MD AUMA Employee 379070 0 0 0 0 26500 0 28211 0 433781 0 0 0 Anastasios Polimenakos MD AUMA Employee 628820 0 0 0 0 26500 0 35883 0 691203 0 0 0 Swapna Velamakanni MD AUMA Employee 265962 0 0 0 0 26500 0 11203 0 303665 0 0 0 Christie Somers Arietti AUMA Employee 260950 0 0 0 0 9645 0 16347 0 286942 0 0 0 Michael Sumner MD AUMA Employee 389232 0 0 0 0 26500 0 32419 0 448151 0 0 0 Brooks Keel PhD President (as of 7/1/15) 0 360867 0 0 0 0 0 0 8731 0 369598 0 0 Cargill Alleyne MD BOT Member 9129 961311 0 34152 0 0 0 3212 36660 12341 1032123 0 0 Reda Bassali MD BOT Member (as of 7/1/15) 10446 183182 0 208 0 0 0 5399 31072 15845 214462 0 0 Adam Berman Secretary/Treasurer AUMA 10876 429384 0 0 0 0 0 3182 38922 14058 468306 0 0 Styles Bertrand MD BOT Member 13599 292298 0 0 0 0 0 4185 38412 17784 330710 0 0 Jatinder Bhatia MD Chair, AUMA Elect 14194 303005 0 716 0 0 0 3673 56080 17867 359801 0 0 David Bogorad MD BOT Member 11945 347168 0 0 0 0 0 7765 34428 19710 381596 0 0 Peter Buckley MD Chair, CEO, AUMA BOT 11647 624832 0 27942 0 0 0 23520 38922 35167 691696 0 0 Janis Coffin MD BOT Member 10235 191388 0 0 0 0 0 3522 31899 13757 223287 0 0 Michael Diamond MD BOT Member 22461 573261 0 30786 0 0 0 44916 38922 67377 642969 0 0 Ivan Florentino MD BOT Member 12470 345572 0 0 0 0 8592 51299 21062 396871 0 0 David Hess MD BOT Member 43509 449643 0 22139 0 0 0 0 10951 38172 54460 509954 0 0 Joseph Hobbs MD BOT Member 45330 382028 0 16903 0 0 0 0 612 62122 45942 461053 0 0 Charles Howell MD BOT Member 14443 624619 0 26569 0 0 0 0 3349 92601 17792 743789 0 0 David Monte Hunter MD BOT Member 12239 671710 0 18054 0 0 0 0 4458 35178 16697 724942 0 0 Stilanos Kountakis MD BOT Member 12832 558791 0 15194 0 0 0 0 19309 38922 32141 612907 0 0 Michael Madaio MD BOT Member 6370 486767 0 22768 0 0 0 0 5568 35178 11938 544713 0 0 W Vaughn McCall BOT Member 28672 377688 0 26505 0 0 0 0 14139 38472 42811 442665 0 0 Steffen Meiler MD BOT Member 12794 595028 0 29216 0 0 0 0 16998 38922 29792 663166 0 0 Walter Moore MD BOT Member 13504 243253 0 0 0 0 0 0 799 30783 14303 274036 0 0 Waleed Mourad MD BOT Member 5362 425327 0 4645 0 0 0 0 2382 38922 7744 468894 0 0 Julian Nussbaum MD BOT Member 14159 561722 0 26135 0 0 0 0 15955 38922 30114 626779 0 0 Walter Pipkin MD BOT Member (as of 7/1/15) 8377 385746 0 0 0 0 0 0 3214 38922 11591 424668 0 0 James Rawson MD BOT Member 9147 576385 0 26705 0 0 0 0 23146 46570 32293 649660 0 0 Amyn Rojiani MD BOT Member 44253 459578 0 20455 0 0 0 0 10892 38922 55145 518955 0 0 Richard Schwartz MD BOT Member 17443 414081 0 16142 0 0 0 0 23673 38922 41116 469145 0 0 Jack Yu MD Chair, AUMA 29448 342173 0 0 0 0 0 0 14544 46570 43992 388743 0 0 Charles Linder MD BOT Member 172753 50000 0 0 0 0 0 0 9852 0 182605 50000 0 0 David Hefner former CEO 0 0 0 0 331633 0 0 0 0 0 331633 0 0 Anthony Mulloy MD former Interim COO 39811 277418 0 14104 0 0 0 0 2656 49676 42467 341198 0 0 Ricardo Azziz MD former president 10078 649104 0 29269 0 1031226 0 0 15135 38922 25213 1748521 0 0 Shawn Vicent Ex-Officio (as of 7/1/15) 0 258290 0 0 0 0 0 0 0 26410 0 284700 0 0 Schedule J, Part I, Line 3 The AU Health System compensation committee develops the compensation amount for the joint CEO of this organization and AU Medical Center using the methods checked above. Schedule J, Part I, Line 4a The following individual received a severance payment from the related organization, Augusta University, during the year: David Hefner - $331,633 Schedule J, Part I, Line 4b The related organization, augusta university provides a 457f plan and the following individual received a payout during the year: Ricardo Azziz - $1,031,226 A DEVELOPMENT AUTHORITY OF RICHMOND COUNTY 521309430 764595CX0 2014-10-30 26877101 CONSTRUCT CANCER RESEARCH BLDG false false false A 810000 0 26877101 0 0 0 411654 80730 0 0 26384716 0 2006 true false true true A false false false true true 0 true false false true A false true false false 0 false 0 false true A true SCHEDULE K, PART III: SCH K, PART I, LINE A, COLUMN (f) USE OF FUNDS: REFUNDED THE 2004 BONDS WHICH WERE USED TO CONSTRUCT A CANCER RESEARCH BUILDING. The facility funded by the tax-exempt bonds, the Cancer Research Center, is an Augusta University (AU)(formally known as Georgia Regents University (GRU)) facility through a lease arrangement with this organization. AU has a process through which any change in the use of a University facility has to be reviewed and approved by the University Space Management Committee. Senior staff members, who prepare recommendations for the committee's review and approval, are aware of the private business use limitations for the CRC and will not recommend the University's space committee approve such requests if they are ever proposed. Bond counsel will be consulted In the event a private business use of the facility is proposed. MEMBERS OR STOCKHOLDERS Form 990, Part VI, Line 6 AU Medical Associates or AUMA (fka Physicians Practice Group or PPG) is a membership organization. Membership in the foundation is open to any natural person who is employed by the board of regents as a faculty member of AU Medical College of Georgia or is employed by the Charlie Norwood Veterans Administration Medical Center, and who holds at least a 0.5 full-time equivalent tenure track or non-tenure-track faculty appointment in the AU Medical College of Georgia, and who is licensed to practice medicine in the state of Georgia, and who has no other medical practice. Any such person shall be considered an active member in good standing and may exercise voting rights in the foundation. Any person meeting these conditions shall automatically become a member without the necessity of filing an application. MEMBERS OR STOCKHOLDERS WHO MAY ELECT Form 990, Part VI, Line 7a Association members elect the following governing body members: Chair of the foundation, Chair-elect of the foundation, Secretary-Treasurer, and six (6) general membership board trustees. DECISIONS SUBJECT TO APPROVAL Form 990, Part VI, Line 7b Items requiring approval by members include items that (a) determine that the reimbursement of the judgment and expenses of litigation of a current or former trustee is appropriate, (b) approve a transaction where a trustee has an interest conflicting with the foundation, (c) amend the articles of association, (d) amend the By Laws, except as limited in these By Laws, (e) merge the foundation with another entity, (f) sell all or substantially all of the assets of the foundation in other than the usual course of business, (g) dissolve and terminate the foundation, (h) take an action that a member intends to present at a membership meeting, when that member has requested that notice be given to the membership in the notice of meeting by the transmission of a document by any reasonable means to the Chair of the foundation or Secretary-Treasurer at least ten days prior to the dispatch of the prior notice of meeting, and (i) remove a trustee from office when required by the By Laws. FORM 990 REVIEW PROCESS Form 990, Part VI, Line 11b The form 990 is reviewed in detail first by management and then at a higher level by the ways and means committee, a committee of the board charged in the By Laws to oversee the financial operations of the foundation. The ways and means committee makes a report concerning its review to the board of trustees. CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT Form 990, Part VI, Line 12c Conflict of interest forms are completed by all trustees, directors, officers, key employees and other members of management or individuals with signature authority to expend funds of AUMA. The forms are reviewed for conflicts by the Chief Integrity Officer, and if conflicts exist, processes are put in place to ensure the individual with the conflict is not allowed to make decisions on behalf of the organization when the conflict is involved. PROCESS FOR DETERMINING COMPENSATION Form 990, Part VI, Line 15 a & b The organization's compensation committee, which is comprised of individuals with no conflicts of interest with respect to the CEO and officers' salaries, reviews the salary at risk component of the organization's CEO, COO and CFO. Independent data is used to evaluate total salary and minutes of the meeting are kept. In addition, compensation consultants Sullivan Cotter participated in the review of the CEO's total compensation. HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC Form 990, Part VI, Line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available upon request. AUMA Anesthesia Billing Services LLC 1499 Walton WAY Augusta GA 30901 550789220 Billing GA 66683 NA PPG Properties LLC 1499 Walton WAY Augusta GA 30901 580705892 Real Estate GA 360947 6313545 NA Georgia Esoteric & Molecular Lab LLC 1499 Walton WAY Augusta GA 30901 900184186 Pathology Lab GA 284161 37139 NA MCG-PPC Cancer Research Center LLC 1499 Walton WAY Augusta GA 30901 580705892 Cancer RSCH GA 906276 29367888 NA AUMA Emergency Med Billing Services LLC 1499 Walton WAY Augusta GA 30901 474418776 Billing GA 86468 NA Augusta University (FKA GRU) 1120 15th Street Augusta GA 30912 586002053 Education GA NA false AU Medical Center 1120 15th Street Augusta GA 30912 582144788 Hospital GA 501(C)(3) 03 NA false AU Health System FKA GR Health System 1120 15th Street Augusta GA 30912 272999718 System Parent GA 501(C)(3) 07 NA false Roosevelt Warm Springs Rehab Hospitals 6135 Roosevelt Hwy Warm Springs GA 31830 464824043 Hospital GA 501(C)(3) 03 NA false MCGHPPG Reproductive Lab LLC 1499 Walton Way Augusta GA 30901 582559694 Reprod. Lab GA NA related 436112 1270490 false false 0.50000 false true false false false false false false false true true false false false false true false false false Augusta University b 2062625 Cash Grant Augusta University j 1950633 Cost Augusta University k 277700 FMV Augusta University p 484793 Cost AU Medical Center p 1689220 Cost