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WELLSTAR HEALTH SYSTEM INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WELLSTAR HEALTH SYSTEM INC (EIN 58-1649541)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-07-05
IRS object ID
201621879349300642
Schema version
2014v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-07-05T13:15:57-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 MARKET ST SUITE 1800AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN581649541EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WELLSTAR HEALTH SYSTEM INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JAMES M SWARTZInCareOfNm
Business Name ControlWELLBusinessNameControlTxt
Phone7707925023PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1805 SANDY PLAINS ROADAddressLine1Txt
CityMARIETTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP300666340ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES M SWARTZPersonNm
Person TitleVP ACCOUNTINGPersonTitleTxt
Phone2673303000PhoneNum
Signature2016-07-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOANNE KRUEGERPreparerPersonNm
PTINP01235586PTIN
Phone2673303000PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Principal OfficerCANDICE L SAUNDERSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1805 Sandy Plains RoadAddressLine1Txt
CityMariettaCityNm
State AbbreviationGAStateAbbreviationCd
ZIP300666340ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$823,915,973GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.wellstar.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateGALegalDomicileStateCd
Activity Or MissionTO DELIVER WORLD-CLASS CHARITABLE HEALTHCARE TO THE COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee5944TotalEmployeeCnt
Total Volunteers401TotalVolunteersCnt
Total Gross UBI$937,006TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$134,370NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$664,865,794PYProgramServiceRevenueAmt
CY Program Service Revenue$800,436,589CYProgramServiceRevenueAmt
PY Investment Income$54,674,985PYInvestmentIncomeAmt
CY Investment Income-$17,068,471CYInvestmentIncomeAmt
PY Other Revenue$26,362,125PYOtherRevenueAmt
CY Other Revenue$40,547,855CYOtherRevenueAmt
PY Total Revenue$745,902,904PYTotalRevenueAmt
CY Total Revenue$823,915,973CYTotalRevenueAmt
PY Grants And Similar Paid$1,167,763PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,558,623CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$420,122,898PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$507,948,700CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,780,384CYTotalFundraisingExpenseAmt
PY Other Expenses$239,109,495PYOtherExpensesAmt
CY Other Expenses$264,562,149CYOtherExpensesAmt
PY Total Expenses$660,400,156PYTotalExpensesAmt
CY Total Expenses$774,069,472CYTotalExpensesAmt
PY Revenues Less Expenses$85,502,748PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$49,846,501CYRevenuesLessExpensesAmt
Total Assets BOY$2,289,388,627TotalAssetsBOYAmt
Total Assets EOY$2,287,456,665TotalAssetsEOYAmt
Total Liabilities BOY$1,012,073,035TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,043,356,754TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,277,315,592NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,244,099,911NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO CREATE AND DELIVER HIGH QUALITY HOSPITAL, PHYSICIAN AND OTHER HEALTHCARE RELATED SERVICES THAT IMPROVE THE HEALTH AND WELL-BEING OF THE INDIVIDUALS AND COMMUNITIES THAT WE SERVE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$517,911,013ExpenseAmt
Grant$1,558,623GrantAmt
Revenue$800,436,589RevenueAmt
DescSEE SCHEDULE ODesc
Total Program Service Expenses$517,911,013TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document702IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee5944EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJAMES M SWARTZPersonNm
Phone7707925023PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1805 SANDY PLAINS ROADAddressLine1Txt
CityMARIETTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP300666340ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (85 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Avril P Beckford MD
TRUSTEE40.010.0Yes (X)$484,008$0$29,400
Jeffrey L Tharp MD
TRUSTEE40.010.0Yes (X)$630,869$0$74,725
RANDALL BENTLEY JR
TRUSTEE1.05.0Yes (X)$19,268$0$0
OTIS A BRUMBY III
TRUSTEE1.05.0Yes (X)$14,475$0$0
ROBERT N CROSS MD
TRUSTEE1.05.0Yes (X)$14,446$0$0
TE RUSTY DURHAM
TRUSTEE EMERITUS1.05.0Yes (X)$661$0$0
THOMAS E GEARHARD MD
TRUSTEE40.010.0Yes (X)$347,375$0$73,211
DAVID H HAFNER MD
TRUSTEE1.05.0Yes (X)$26,223$0$0
T FITZ JOHNSON
TRUSTEE1.07.0Yes (X)$20,712$0$0
CHARLES J JONES
TRUSTEE1.05.0Yes (X)$4,075$0$0
JANIE MADDOX
TRUSTEE - CHAIR1.05.0Yes (X)$8,850$0$0
GARY A MILLER
TRUSTEE - VICE CHAIR1.05.0Yes (X)$4,387$0$0
MITZI MOORE
TRUSTEE1.05.0Yes (X)$1,730$0$0
TOM PHILLIPS
TRUSTEE1.05.0Yes (X)$2,903$0$0
WALTER ROBINSON
TRUSTEE1.05.0Yes (X)$4,672$0$0
FRANK ROS
TRUSTEE1.05.0Yes (X)$2,820$0$0
ORIN SWAYZE MD
TRUSTEE1.05.0Yes (X)$4,624$0$0
GREG MORGAN
TRUSTEE1.05.0Yes (X)$1,624$0$0
WILLIAM C BROCK
TRUSTEE1.05.0Yes (X)$20,247$0$0
STEVEN W OWEIDA MD
TRUSTEE EMERITUS1.05.0Yes (X)$31,409$0$0
W ALLEN SEPARK
TRUSTEE EMERITUS1.07.0Yes (X)$8,177$0$0
Valery A Akopov MD
VP & Chief of Hospitalist Svcs40.010.0$399,745$0$53,663Yes (X)
David W Anderson
EVP HR/OL/CCO40.010.0$648,929$0$70,290Yes (X)
Nicole V Ashe
VP Finance & CFO WMG40.010.0$262,185$0$45,885Yes (X)
Tracey Atwater
VP & FDN. PRESIDENT (DEP. 6/5)2.048.0$433,923$0$47,847Yes (X)
Barbara G Ballard
VP Homecare & Hospice40.010.0$282,836$0$64,915Yes (X)
Joseph L Brywczynski
SVP Health Parks Development40.010.0$570,096$0$70,144Yes (X)
Anthony J Budzinski
EVP & CFO40.010.0$689,236$0$71,096Yes (X)
Donald Campbell md
SVP Phys Educ & Student Aff40.010.0$513,317$0$62,483Yes (X)
Jill M Case-Wirth
SVP Nursing SRVS.(BEGIN. 12/1)40.010.0$72,410$0$4,759Yes (X)
James E Clements
VP Bus Dev & Strategic Prtnrsp40.010.0$264,016$0$17,453Yes (X)
Lee R Cook
VP Med & Behavioral Health40.010.0$592,708$0$45,052Yes (X)
Barbara B Corey
SVP Managed Care40.010.0$379,163$0$48,129Yes (X)
Bruce A Dean
VP Real Estate Deputy Gen Cnsl40.010.0$282,461$0$69,841Yes (X)
Sarath Degala
VP Revenue Cycle Management40.010.0$19,850$0$2,923Yes (X)
Marcia Delk-Payne MD
SVP Med Affair & Chf Qlty Ofcr40.010.0$925,812$0$49,890Yes (X)
Nancy R Doelling
VP Pediatric SRVS.(BEGIN. 8/4)40.010.0$141,009$0$11,811Yes (X)
Jimmy E Francis
VP Info Technology Operations40.010.0$257,027$0$36,192Yes (X)
Steven L Grace
VP Talent Acquisition40.010.0$266,953$0$32,731Yes (X)
Kristyn M Greifer md
VP POPULATION HEALTH MGMT.40.010.0$369,983$0$28,680Yes (X)
Timothy Haney
SVP & Hospital President2.048.0$0$354,817$41,580Yes (X)
Joel W Helmke
VP Oncology (BEGIN. 7/21)40.010.0$165,514$0$28,875Yes (X)
Robert D Jansen md
EVP & Pres Medical Group40.010.0$782,540$0$75,243Yes (X)
Reynold J Jennings
PRESIDENT & CEO40.012.0$1,701,981$0$2,056Yes (X)
Peter R Jungblut md
SVP & Medical Dir WMG40.010.0$398,803$0$69,399Yes (X)
Christopher M Kane
SVP Strategic Plan & Bus Dev40.010.0$806,400$0$42,332Yes (X)
Beth Kost
VP Compliance Chf Privacy Ofcr40.010.0$331,700$0$34,022Yes (X)
Ellen Langford
SVP & COO WellStar Med Group40.010.0$279,307$0$58,966Yes (X)
Louis W Little
SVP Post Acute Svc & Hosp Pres2.048.0$0$579,061$66,520Yes (X)
Elizabeth H Loudermilk
VP Ent Intelligence & Intgrtn40.010.0$308,160$0$25,651Yes (X)
Sandra Lucius
VP Info Technology Apps40.010.0$224,424$0$46,993Yes (X)
Robert Mandler
VP Diagnostic Outreach40.010.0$290,840$0$61,524Yes (X)
Patricia A Mayne
VP Emergency Services10.040.0$0$311,329$50,119Yes (X)
Kimberly W Menefee
SVP Strategic Community Dev40.010.0$362,955$0$46,026Yes (X)
Christopher L Morgan
VP & Admin. CLIO (BEGIN. 7/7)40.010.0$168,139$0$21,747Yes (X)
Jonathan B Morris
SVP Chief Info Officer40.010.0$462,389$0$50,258Yes (X)
Kem M Mullins
SVP & Hospital President2.048.0$0$477,879$50,745Yes (X)
Bradford B Newton
VP INFO. TECHNOLOGY ADMIN.40.010.0$232,340$0$47,711Yes (X)
Craig Owens
SVP & Hospital President2.048.0$0$344,496$67,184Yes (X)
Michael G Paul
VP Facilities Eng Support Svcs40.010.0$220,953$0$24,150Yes (X)
Leo E Reichert
EVP & General Counsel40.010.0$752,077$0$29,200Yes (X)
Bethany Robertson
VP & Chief Learning Officer40.010.0$218,673$0$41,608Yes (X)
Michelle M Robinson
VP Mktng/PR/Internal Comm40.010.0$238,847$0$40,651Yes (X)
Wanda Y Robinson
VP Compliance PWHP(BEGIN.9/15)40.010.0$82,927$0$2,538Yes (X)
Deborah Roegge De Vita
VP Women & Newborn Svc Line40.010.0$231,925$0$31,900Yes (X)
Candice LYNN Saunders
EXECUTIVE VP & COO40.010.0$812,226$0$72,916Yes (X)
Christopher B Scullen
VP Pulmonology Operations40.010.0$292,246$0$17,839Yes (X)
Richard S Siegel
VP Cardiology & CVM Admin40.010.0$323,664$0$70,462Yes (X)
Jeffery D Stanley
VP Pharmacy & System Coor40.010.0$216,271$0$30,238Yes (X)
Daniel J Styf
SVP PW Health Plan40.010.0$337,033$0$27,733Yes (X)
James M Swartz
VP Accounting40.010.0$272,353$0$42,262Yes (X)
Mary L Tavernaro
VP Human Resources Operations40.010.0$259,157$0$49,126Yes (X)
Adam C Thompson
VP Surgery40.010.0$228,073$0$21,830Yes (X)
Anthony M Trupiano
SVP Supply Chain40.010.0$345,219$0$47,596Yes (X)
Sean P Turner
VP Rev.Cycle MGMT (BEGIN.9/28)40.010.0$273,082$0$46,665Yes (X)
Robin Wilson MD
SVP Chief Hlth Innov Officer40.010.0$637,993$0$22,144Yes (X)
Chester A Zborowski
VP Health Parks Operations40.010.0$223,151$0$24,265Yes (X)
DANIEL WOODS MD
SVP & HOSPITAL PRESIDENT2.048.0$0$482,590$70,359Yes (X)
William Benedict MD
MD Physician Group50.00.0$1,020,951$0$69,963Yes (X)
SAID ELISHIHABI MD
MD Physician Group50.00.0$1,441,325$0$62,008Yes (X)
WILLIAM COOPER MD
MD Physician Group50.00.0$1,210,719$0$71,579Yes (X)
RICHARD MYUNG MD
MD Physician Group50.00.0$1,194,187$0$50,488Yes (X)
AHMAND KHALDI MD
MD Physician Group50.00.0$1,029,664$0$46,693Yes (X)
Michael L Graue
FORMER EVP & COO0.00.0$522,266$0$0Yes (X)
Kenneth C Kunze MD
FRMR SVP CHIEF MEDICAL OFFICER0.00.0$383,389$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$28,309,077TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,550,172TotReportableCompRltdOrgAmt
Total Other Compensation$2,912,284TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K940IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
EPIC SYSTEMS CORPORATION
POBOX 88314MILWAUKEEWI532880314INFORMATION SERVICES$13,129,709
IMPACT ADVISORS LLC
931 W 75TH STREET SUITE 137-304NAPERVILLEIL60565CONSULTING$6,120,300
PRESIDIO NETWORKED SOLUTIONS
PO BOX 822169PHILADELPHIAPA191822169INFORMATION SERVICES$12,954,941
INGLETT AND STUBBS INC
PO BOX 932506ATLANTAGA311932506CONSTRUCTION$9,263,889
ETTAIN GROUP INC
PO BOX 60070CHARLOTTENC282600070STAFFING SERVICES$4,246,207
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K166CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PATIENT REVENUE621990$291,974,859$291,974,859
COBB COUNTY DETENTION CENTER621990$5,808,972$5,808,972
EQUITY IN EARNINGS OF HOSP AFFILIATES621990$207,747,365$207,747,365
SHARED SERVICES COSTS RECOUPMENT621990$254,817,237$254,817,237
WELLNESS CENTER621400$2,265,299$2,265,299

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,822,857TotalRevenueColumnAmt
Related Or Exempt Func Income$37,822,857RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$800,436,589TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column-$14,098,875TotalRevenueColumnAmt
Exclusion-$14,098,875ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Personal$1,210,954PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$1,210,954PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,210,954TotalRevenueColumnAmt
Exclusion$1,210,954ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other-$2,969,596OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$2,969,596OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,969,596TotalRevenueColumnAmt
Exclusion-$2,969,996ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
LAUNDRY812300$937,006$937,006
CHILDCARE REVENUE621990$1,662,295$1,662,295
OTHER REVENUE621990$36,737,600$36,737,600
FieldValueIRS element (for citing)
Other Revenue Total$39,336,901OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$823,915,973TotalRevenueColumnAmt
Related Or Exempt Func Income$800,436,589RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$937,006UnrelatedBusinessRevenueAmt
Exclusion$22,541,978ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$640,885TotalAmt
Program Services$640,885ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$917,738TotalAmt
Program Services$917,738ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$29,526,925TotalAmt
Program Services$23,792,941ProgramServicesAmt
Management And General$5,707,596ManagementAndGeneralAmt
Fundraising$26,388FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$335,328TotalAmt
Program Services$268,262ProgramServicesAmt
Management And General$67,066ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$391,985,211TotalAmt
Program Services$300,029,270ProgramServicesAmt
Management And General$91,026,821ManagementAndGeneralAmt
Fundraising$929,120FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$16,944,654TotalAmt
Program Services$13,301,141ProgramServicesAmt
Management And General$3,609,949ManagementAndGeneralAmt
Fundraising$33,564FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$44,847,477TotalAmt
Program Services$29,843,405ProgramServicesAmt
Management And General$14,784,982ManagementAndGeneralAmt
Fundraising$219,090FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$24,309,105TotalAmt
Program Services$17,376,138ProgramServicesAmt
Management And General$6,837,097ManagementAndGeneralAmt
Fundraising$95,870FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,597,534TotalAmt
Program Services$5,382ProgramServicesAmt
Management And General$1,592,152ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$306,200TotalAmt
Management And General$306,200ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$404,660TotalAmt
Program Services$404,660ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$77,598,478TotalAmt
Program Services$41,132,911ProgramServicesAmt
Management And General$36,287,905ManagementAndGeneralAmt
Fundraising$177,662FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$7,578,923TotalAmt
Program Services$2,138,390ProgramServicesAmt
Management And General$5,279,120ManagementAndGeneralAmt
Fundraising$161,413FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,247,150TotalAmt
Program Services$6,249,410ProgramServicesAmt
Management And General$1,910,036ManagementAndGeneralAmt
Fundraising$87,704FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$28,950,068TotalAmt
Program Services$19,722,194ProgramServicesAmt
Management And General$9,225,089ManagementAndGeneralAmt
Fundraising$2,785FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,320,409TotalAmt
Program Services$1,132,675ProgramServicesAmt
Management And General$1,173,757ManagementAndGeneralAmt
Fundraising$13,977FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,631,335TotalAmt
Program Services$1,058,907ProgramServicesAmt
Management And General$1,561,570ManagementAndGeneralAmt
Fundraising$10,858FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,457,986TotalAmt
Management And General$1,457,986ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$44,443,402TotalAmt
Program Services$8,287,754ProgramServicesAmt
Management And General$36,141,296ManagementAndGeneralAmt
Fundraising$14,352FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$26,909,350TotalAmt
Program Services$9,792,512ProgramServicesAmt
Management And General$17,116,838ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
REPAIRS & MAINTENANCE$36,583,745$25,181,567$11,401,699$479
MEDICAL SUPPLIES$16,629,010$16,615,890$13,120
OTHER OPERATING EXPENSES$8,903,899$18,981$8,877,796$7,122

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$774,069,472TotalAmt
Program Services$517,911,013ProgramServicesAmt
Management And General$254,378,075ManagementAndGeneralAmt
Fundraising$1,780,384FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$65,044BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$33,898,944BOYAmt
EOY$52,896,450EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$32,995,490BOYAmt
EOY$31,871,362EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$8,096,858BOYAmt
EOY$7,271,962EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$34,888,229BOYAmt
EOY$31,079,463EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$646,323,919LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$317,609,319LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$356,337,498BOYAmt
EOY$328,714,600EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$675,250,308BOYAmt
EOY$744,692,488EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,147,856,256BOYAmt
EOY$1,090,930,340EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,289,388,627BOYAmt
EOY$2,287,456,665EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$227,603,596BOYAmt
EOY$189,760,804EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$516,089,829BOYAmt
EOY$9,327,364EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$268,379,610BOYAmt
EOY$844,268,586EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,012,073,035BOYAmt
EOY$1,043,356,754EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,262,583,371BOYAmt
EOY$1,227,850,129EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,983,343BOYAmt
EOY$11,430,819EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,748,878BOYAmt
EOY$4,818,963EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,277,315,592BOYAmt
EOY$1,244,099,911EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,289,388,627BOYAmt
EOY$2,287,456,665EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$49,846,501ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$18,252,733NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$64,809,449OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
Supported Organizations4SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (4 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
COBB HOSPITAL INC
5809683823Yes (true)$67,219,347$0
PAULDING MEDICAL CENTER INC
5820958843Yes (true)$21,975,864$0
KENNESTONE HOSPITAL INC
5820329043Yes (true)$146,797,654$0
DOUGLAS HOSPITAL INC
5820267503Yes (true)$25,904,585$0
FieldValueIRS element (for citing)
Supported Organizations Total4SupportedOrganizationsTotalCnt
Support Sum$261,897,450SupportSumAmt
Other Support Sum$0OtherSupportSumAmt
Public Support CY5090.00000PublicSupportCY509Pct

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported OrgYes (true)MajorityDirTrstSupportedOrgInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersYes (true)VolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Media Advertisements$0MediaAdvertisementsAmt
Mailings MembersYes (true)MailingsMembersInd
Mailings Members$440MailingsMembersAmt
Publications Or BroadcastYes (true)PublicationsOrBroadcastInd
Publications Or Broadcast$2,191PublicationsOrBroadcastAmt
Grants Other OrganizationsYes (true)GrantsOtherOrganizationsInd
Grants Other Organizations$4,000GrantsOtherOrganizationsAmt
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$241,416DirectContactLegislatorsAmt
Rallies DemonstrationsYes (true)RalliesDemonstrationsInd
Rallies Demonstrations$10,938RalliesDemonstrationsAmt
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$145,675OtherActivitiesAmt
Total Lobbying Expenditures$404,660TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART II-B, LINE 1FormAndLineReferenceDesc
ExplanationOTHER LOBBYING EXPENSES During the reporting period Wellstar Health System, Inc. held a retainer for a local firm to provide professional services for community related activities including support in community benefit reporting and legislative healthcare initiatives affecting the system hospitals. Wellstar is also a party to several healthcare related coalitions that protect the interests of all member hospitals.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,485,000BeginningYearBalanceAmt
Contributions$64,000ContributionsAmt
Investment Earnings Or Losses$62,000InvestmentEarningsOrLossesAmt
End Year Balance$6,611,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,915,000BeginningYearBalanceAmt
Contributions$771,000ContributionsAmt
Investment Earnings Or Losses$799,000InvestmentEarningsOrLossesAmt
End Year Balance$6,485,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,286,000BeginningYearBalanceAmt
Contributions$162,000ContributionsAmt
Investment Earnings Or Losses$467,000InvestmentEarningsOrLossesAmt
End Year Balance$4,915,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,416,000BeginningYearBalanceAmt
Contributions$75,000ContributionsAmt
Investment Earnings Or Losses-$37,000InvestmentEarningsOrLossesAmt
Other Expenditures$168,000OtherExpendituresAmt
End Year Balance$4,286,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,810,000BeginningYearBalanceAmt
Contributions$24,000ContributionsAmt
Investment Earnings Or Losses-$70,000InvestmentEarningsOrLossesAmt
Other Expenditures$652,000OtherExpendituresAmt
End Year Balance$3,112,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.73000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.27000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$43,697,889OtherCostOrOtherBasisAmt
Book Value$43,697,889BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$111,096,966OtherCostOrOtherBasisAmt
Depreciation$50,720,317DepreciationAmt
Book Value$60,376,649BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,309,389OtherCostOrOtherBasisAmt
Depreciation$9,608,781DepreciationAmt
Book Value$4,700,608BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$473,877,022OtherCostOrOtherBasisAmt
Depreciation$256,023,362DepreciationAmt
Book Value$217,853,660BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,183,866OtherCostOrOtherBasisAmt
Depreciation$1,098,072DepreciationAmt
Book Value$2,085,794BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$328,714,600TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDescBook ValueBookValueAmt
UNAMORTIZED BORROWING COSTS$1,961,293
OTHER RECEIVABLES$2,044,612
OTHER PREPAIDS$500,480
EQUITY IN AFFILIATES$1,081,600,527
OTHER LT ASSETS$4,823,428
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,090,930,340TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
ACCRUED PENSION LIABILITY$224,792,568
OTHER LONG TERM LIABILITIES$518,145,758
INSURANCE RESERVES$84,126,308
ASSET RETIREMENT OBLIGATION LT$721,576
SWAP CONTRACT 2005 ISSUE LT LI$16,482,376
FieldValueIRS element (for citing)
Total Liability$844,268,586TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART V, LINE 4ENDOWMENT FUNDS The endowment funds held on Wellstar Health System are intended to be held in perpetuity and the earnings thereon are to be used for financial assistance for patients in the Wellstar Hospice Program. All funds were expended during the fiscal year for the Wellstar Hospice Program and a new inpatient Hospice facility at Kennestone Hospital.
SCHEDULE D, PART X, LINE 2The following footnote is related to the organization's application of FIN 48 (ASC 740): Wellstar (including WELLSTARE HEALTH SYSTEM, INC.) and all but one of its affiliates have been recognized as exempt from Federal income tax under Internal Revenue Code Section 501(a) as organizations described in Section 501(C)(3) and, therefore, related income is generally not subject to Federal or state income taxes. Community Assurance Corporation is a controlled foreign corporation not subject to Federal tax. Wellstar applies FASB ASC 740, Income Taxes, which addresses accounting for uncertainties in income tax positions. It also provides guidance on when tax positions are recognized in an entity's financial statements and how the values of these positions are determined. There is no impact on Wellstar's combined financial statements as a result of the application of ASC 740.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (23 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
American Cancer Society
250 Williams StreetAtlantaGA30303131788491501(C)(3)$86,400$0FMVN/ASponsor Fundraiser
American Diabetes Association
233 Peachtree StAtlantaGA30303135613797501(C)(3)$10,000$0FMVN/ASponsor FundraiserHarris Tower Suite 2225
American Heart Association
1101 Northchase PKWYMariettaGA30067580198114501(C)(3)$50,000$0FMVN/ASponsor Fundraiser
Cherokee County Chamber of Commerce
3605 Marietta HwyCantonGA30114582487501501(C)(3)$7,644$0FMVN/ASponsor Fundraiser
Cobb Chamber of Commerce
PO Box 671868MariettaGA30006582487501501(C)(6)$140,343$0FMVN/ASponsor FUNDRAISER
Georgia Ballet
1255 Field ParkwayMariettaGA30066581420599501(C)(3)$10,000$0FMVN/AContribution
March of Dimes
1776 Peachtree St NWAtlantaGA30309131846366501(c)(3)$10,000$0FMVN/ASponsor Fundraiser
MUST Ministries
PO Box 1717MariettaGA30061582034725501(C)(3)$40,000$0FMVN/ASponsor Fundraiser
The Center for Family Resources
995 Roswell StSTE 100MariettaGA30060580876634501(C)(3)$25,000$0FMVN/ASponsor Fundraiser
Tommy Nobis Foundation
1480 Bells Ferry RdMariettaGA30060582080817501(C)(3)$25,000$0FMVN/ASponsor Fundraiser
YWCA of Northwest Georgia
48 Henderson StMariettaGA30064580617782501(c)(3)$10,000$0FMVN/ASponsor Fundraiser
Susan G Komen for the Cure Atlanta
3525 Piedmont RdAtlantaGA30305581959763501(c)(3)$10,000FMVN/ASPONSORSHIPBuilding 5 Suite 215
United Arts of Cobb
307 North Marietta PkwyMariettaGA30060205909579501(c)(3)$15,000$0FMVN/ASponsor Fundraiser
City of Kennesaw
2529 JO Stephenson AveKennesawGA30144586010582$11,000$0FMVN/AContribution
Goshen Vallley
387 Gosgen Church WayWaleskaGA30183582361483501(C)(3)$50,000$0FMVN/ASponsor Fundraiser
AAA Amateur Advocate
514 Gresham Road SWMabletonGA30126222313220501(c)(3)$7,500$0FMVN/ASPONSOR FUNDRAISER
Cobb Senior Services
1150 Powder Springs StMariettaGA30064586000804501(c)(3)$15,000$0FMVN/ASPONSORSHIP
Georgia Trend
5880 Live Oak Pkwy 280NorcrossGA30093582431474$5,498$0FMVN/AContribution
Greater NFulton Chamber COMM
11605 Haynes Bridge RdAlpharettaGA30009581557316$11,000FMVN/ASponsor Fundraiser
Greenprints Trail Alliance
PO Box 447WoodstockGA30188264607137501(c)(3)$24,000$0FMVN/ASponsor Fundraiser
KEMO Trail Corps Inc
900 Kennesaw Mtn DrKennesawGA30152331064049$6,500$0FMVN/ASponsorship Fundraiser
LATIN AMERICAN ASSOCIATION
2750 Buford HwyAtlantaGA30324581237316$10,000$0FMVN/ASPONSORSHIP
Sweetwater Mission
6289 Veterans Memorial HwyAustellGA30168581992771501(c)(3)$6,000$0FMVN/ASponsor Fundraiser
FieldValueIRS element (for citing)
Total501c3 Org18Total501c3OrgCnt
Total Other Org5TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONITORING THE USE OF GRANTS WELLSTAR HEALTH SYSTEM, INC. AND ITS AFFILIATES HAVE SET ASIDE FUNDS FOR CONTRIBUTIONS AND SPONSORSHIPS ON AN ANNUAL BASIS THAT PROVIDE ASSISTANCE TO NATIONAL AND LOCAL TAX EXEMPT ORGANIZATIONS IN THE FURTHERANCE OF THE COMMUNITY NEEDS. WELLSTAR ALSO HAS SEVERAL AGREEMENTS WITH AREA COLLEGES AND UNIVERSITIES TO PROMOTE HEALTHCARE RELATED CAREER OPPORTUNITIES. WELLSTAR PROVIDES SCHOLARSHIPS TO LOCAL STUDENTS FOR HEALTHCARE COURSES OF STUDY. ALL SPONSORSHIPS AND SCHOLARSHIPS ARE AWARD BASED ON SPECIFIC QUALIFICATIONS WITHOUT REGARD TO AGE, GENDER, OR ETHNICITY.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssfalseWrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (65 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Valery A Akopov MD
VP & Chief of Hospitalist Svcs$329,534$0$59,170$0$11,041$0$28,200$0$25,463$0$453,408$0$0$0
David W Anderson
EVP HR/OL/CCO$414,523$0$205,272$0$29,134$0$45,700$0$24,590$0$719,219$0$0$0
Nicole V Ashe
VP Finance & CFO WMG$219,898$0$32,783$0$9,504$0$22,403$0$23,482$0$308,070$0$0$0
Tracey Atwater
VP & FDN. PRESIDENT (DEP. 6/5)$105,634$0$198,681$0$129,608$0$37,865$0$9,982$0$481,770$0$0$0
Barbara G Ballard
VP Homecare & Hospice$238,742$0$33,691$0$10,403$0$43,913$0$21,002$0$347,751$0$0$0
Joseph L Brywczynski
SVP Health Parks Development$266,989$0$285,443$0$17,664$0$45,700$0$24,444$0$640,240$0$0$0
Anthony J Budzinski
EVP & CFO$539,386$0$134,954$0$14,896$0$45,700$0$25,396$0$760,332$0$0$0
Donald Campbell md
SVP Phys Educ & Student Aff$327,517$0$167,537$0$18,263$0$45,700$0$16,783$0$575,800$0$0$0
James E Clements
VP Bus Dev & Strategic Prtnrsp$207,563$0$49,762$0$6,691$0$0$0$17,453$0$281,469$0$0$0
Lee R Cook
VP Med & Behavioral Health$256,547$0$327,425$0$8,736$0$27,624$0$17,428$0$637,760$0$0$0
Barbara B Corey
SVP Managed Care$301,454$0$65,765$0$11,944$0$21,292$0$26,837$0$427,292$0$0$0
Bruce A Dean
VP Real Estate Deputy Gen Cnsl$227,781$0$40,345$0$14,335$0$45,675$0$24,166$0$352,302$0$0$0
Marcia Delk-Payne MD
SVP Med Affair & Chf Qlty Ofcr$370,531$0$544,886$0$10,395$0$45,700$0$4,190$0$975,702$0$0$0
Nancy R Doelling
VP Pediatric SRVS.(BEGIN. 8/4)$117,427$0$16,910$0$6,672$0$11,120$0$691$0$152,820$0$0$0
Jimmy E Francis
VP Info Technology Operations$205,005$0$42,280$0$9,742$0$33,822$0$2,370$0$293,219$0$0$0
Steven L Grace
VP Talent Acquisition$200,013$0$52,892$0$14,048$0$14,653$0$18,078$0$299,684$0$0$0
Michael L Graue
FORMER EVP & COO$0$0$0$0$522,266$0$0$0$0$0$522,266$0$0$0
Kristyn M Greifer md
VP POPULATION HEALTH MGMT.$307,528$0$52,230$0$10,225$0$18,722$0$9,958$0$398,663$0$0$0
Timothy Haney
SVP & Hospital President$0$272,688$0$64,247$0$17,882$0$28,200$0$13,380$0$396,397$0$0
Joel W Helmke
VP Oncology (BEGIN. 7/21)$110,000$0$51,610$0$3,904$0$20,081$0$8,794$0$194,389$0$0$0
Robert D Jansen md
EVP & Pres Medical Group$591,219$0$170,344$0$20,977$0$45,700$0$29,543$0$857,783$0$0$0
Reynold J Jennings
PRESIDENT & CEO$975,000$0$708,390$0$18,591$0$0$0$2,056$0$1,704,037$0$0$0
Peter R Jungblut md
SVP & Medical Dir WMG$307,528$0$78,959$0$12,316$0$40,200$0$29,199$0$468,202$0$0$0
Christopher M Kane
SVP Strategic Plan & Bus Dev$341,744$0$454,243$0$10,413$0$21,954$0$20,378$0$848,732$0$0$0
Beth Kost
VP Compliance Chf Privacy Ofcr$244,733$0$77,006$0$9,961$0$22,318$0$11,704$0$365,722$0$0$0
Kenneth C Kunze MD
FRMR SVP CHIEF MEDICAL OFFICER$0$0$0$0$383,389$0$0$0$0$0$383,389$0$0$0
Ellen Langford
SVP & COO WellStar Med Group$220,376$0$46,995$0$11,936$0$36,643$0$22,323$0$338,273$0$0$0
Louis W Little
SVP Post Acute Svc & Hosp Pres$0$247,333$0$321,759$0$9,969$0$44,057$0$22,463$0$645,581$0$0
Elizabeth H Loudermilk
VP Ent Intelligence & Intgrtn$225,680$0$73,283$0$9,197$0$6,309$0$19,342$0$333,811$0$0$0
Sandra Lucius
VP Info Technology Apps$185,834$0$30,026$0$8,564$0$44,758$0$2,235$0$271,417$0$0$0
Robert Mandler
VP Diagnostic Outreach$214,261$0$58,412$0$18,167$0$45,249$0$16,275$0$352,364$0$0$0
Patricia A Mayne
VP Emergency Services$0$177,986$0$122,895$0$10,448$0$26,305$0$23,814$0$361,448$0$0
Kimberly W Menefee
SVP Strategic Community Dev$282,547$0$66,726$0$13,682$0$28,200$0$17,826$0$408,981$0$0$0
Christopher L Morgan
VP & Admin. CLIO (BEGIN. 7/7)$110,770$0$52,731$0$4,638$0$20,102$0$1,645$0$189,886$0$0$0
Jonathan B Morris
SVP Chief Info Officer$369,512$0$80,613$0$12,264$0$23,553$0$26,705$0$512,647$0$0$0
Kem M Mullins
SVP & Hospital President$0$380,078$0$85,723$0$12,078$0$22,700$0$28,045$0$528,624$0$0
Bradford B Newton
VP INFO. TECHNOLOGY ADMIN.$192,691$0$30,661$0$8,988$0$20,598$0$27,113$0$280,051$0$0$0
Craig Owens
SVP & Hospital President$0$270,317$0$60,546$0$13,633$0$45,700$0$21,484$0$411,680$0$0
Michael G Paul
VP Facilities Eng Support Svcs$181,401$0$27,532$0$12,020$0$0$0$24,150$0$245,103$0$0$0
Leo E Reichert
EVP & General Counsel$489,341$0$247,184$0$15,552$0$0$0$29,200$0$781,277$0$0$0
Bethany Robertson
VP & Chief Learning Officer$178,067$0$31,215$0$9,391$0$13,097$0$28,511$0$260,281$0$0$0
Michelle M Robinson
VP Mktng/PR/Internal Comm$196,373$0$33,264$0$9,210$0$14,300$0$26,351$0$279,498$0$0$0
Deborah Roegge De Vita
VP Women & Newborn Svc Line$195,728$0$27,621$0$8,576$0$25,759$0$6,141$0$263,825$0$0$0
Candice LYNN Saunders
EXECUTIVE VP & COO$621,461$0$174,240$0$16,525$0$45,334$0$27,582$0$885,142$0$0$0
Christopher B Scullen
VP Pulmonology Operations$172,411$0$112,906$0$6,929$0$0$0$17,839$0$310,085$0$0$0
Richard S Siegel
VP Cardiology & CVM Admin$271,627$0$40,496$0$11,541$0$45,700$0$24,762$0$394,126$0$0$0
Jeffery D Stanley
VP Pharmacy & System Coor$176,156$0$30,945$0$9,170$0$21,580$0$8,658$0$246,509$0$0$0
Daniel J Styf
SVP PW Health Plan$281,902$0$39,983$0$15,148$0$18,663$0$9,070$0$364,766$0$0$0
James M Swartz
VP Accounting$200,242$0$63,140$0$8,971$0$16,856$0$25,406$0$314,615$0$0$0
Mary L Tavernaro
VP Human Resources Operations$212,056$0$37,659$0$9,442$0$27,690$0$21,436$0$308,283$0$0$0
Adam C Thompson
VP Surgery$166,858$0$51,698$0$9,517$0$0$0$21,830$0$249,903$0$0$0
Anthony M Trupiano
SVP Supply Chain$268,258$0$61,742$0$15,219$0$45,700$0$1,896$0$392,815$0$0$0
Sean P Turner
VP Rev.Cycle MGMT (BEGIN.9/28)$233,395$0$36,468$0$3,219$0$20,091$0$26,574$0$319,747$0$0$0
Robin Wilson MD
SVP Chief Hlth Innov Officer$395,907$0$232,368$0$9,718$0$0$0$22,144$0$660,137$0$0$0
Chester A Zborowski
VP Health Parks Operations$165,755$0$45,188$0$12,208$0$0$0$24,265$0$247,416$0$0$0
William Benedict MD
MD Physician Group$679,170$0$339,700$0$2,081$0$40,200$0$29,763$0$1,090,914$0$0$0
Avril P Beckford MD
TRUSTEE$395,084$0$86,393$0$2,531$0$27,460$0$1,940$0$513,408$0$0$0
Jeffrey L Tharp MD
TRUSTEE$480,597$0$147,676$0$2,596$0$45,700$0$29,025$0$705,594$0$0$0
THOMAS E GEARHARD MD
TRUSTEE$293,273$0$48,916$0$5,186$0$42,688$0$30,543$0$420,606$0$0$0
SAID ELISHIHABI MD
MD Physician Group$1,149,174$0$290,197$0$1,954$0$40,200$0$21,808$0$1,503,333$0$0$0
WILLIAM COOPER MD
MD Physician Group$829,200$0$378,802$0$2,717$0$40,200$0$31,379$0$1,282,298$0$0$0
RICHARD MYUNG MD
MD Physician Group$813,600$0$378,428$0$2,159$0$40,200$0$10,288$0$1,244,675$0$0$0
AHMAND KHALDI MD
MD Physician Group$928,950$0$98,374$0$2,340$0$22,700$0$23,993$0$1,076,357$0$0$0
STEVEN W OWEIDA MD
TRUSTEE EMERITUS$0$0$0$0$31,409$0$0$0$0$0$31,409$0$0$0
DANIEL WOODS MD
SVP & HOSPITAL PRESIDENT$0$379,267$0$87,679$0$15,644$0$45,700$0$24,659$0$552,949$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J, PART I, LINE 1BFormAndLineReferenceDesc
ExplanationREIMBURSEMENT POLICY While WellStar Health System and its affiliates do not have a written policy regarding payment or reimbursement of the items listed in Part I Line 1a, the organization follows IRS guidelines in the payment of any of these items to individuals listed in Form 990 Part VII Section A. These items are added as taxable wages on the individual's Form W-2 as appropriate. SCHEDULE J, PART I, LINE 4A SEVERANCE PAYMENTS Pursuant to their respective employment agreements, the following groups of officers are entitled to severance payments based on their compensation at that time in the event of certain identified circumstances. The severance payment periods are 24 months for Executive Vice Presidents, 18 months for Senior Vice Presidents, and 12 months for Vice Presidents. The following officers/KEY EMPLOYEES received severance pay during the 2014 CALENDAR YEAR FROM EITHER THE ORGANIZATION OR A RELATED ORGANIZATION: KENNETH C. KUNZE, MD $ 383,389 MICHAEL L. GRAUE, MD 522,266 SCHEDULE J, PART I, LINE 4B The following officers/KEY EMPLOYEES PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN DURING THE YEAR. Valery Akopov Nicole Ashe Tracey Atwater Joseph L. Brywczynski Anthony J. Budzinski Barbara B. Corey Bruce ALAN Dean Sarath Degala Marcia Delk-Payne Jimmy E. Francis Kristyn M. Greifer Timothy M. Haney Robert D. Jansen Peter R. Jungblut Christopher MICHAEL Kane Beth Kost Ellen Langford Louis W. Little Elizabeth Loudermilk Patricia A. Mayne Kimberly W. Menefee Jonathan B. Morris Kem Mullins Bradford Newton Craig Owens Leo Reichert Bethany Robertson Michelle Robinson Candice LYNN Saunders Richard Siegel Christopher B. Scullen Jeffery Stanley Daniel Styf James M. Swartz Mary LOUISE Tavernaro Adam Thompson Anthony MICHAEL Trupiano Robin WILSON Daniel Woods DONALD CAMPBELL ROBERT MANDLER DEBORAH ROEGGE DE VITA DAVID W. ANDERSON CHESTER ZBOROWSKI BARBARA BALLARD LEE R. COOK James Clements SCHEDULE J, PART I, LINE 7B NON-FIXED PAYMENTS TO OFFICERS As part of the WellStar Executive Compensation Philosophy a performance pay plan was instituted several years ago whereby the WellStar Board of Trustees approves an annual incentive plan which consists of several performance goals or factors that upon attainment will result in payouts to eligible plan participants. Those factors are: People & Customer Service goal for employee "Trust Index", Quality & Safety goal for clinical excellence and patient satisfaction, Financial goal for attaining a positive operating margin. Confirmation of achieving these goals is typically received through the annual external audit process and approved by the Board of Trustees at that time. to eligible plan participants. Those factors are: People & Customer Service goal for employee "Trust Index", Quality & Safety goal for clinical excellence and patient satisfaction, Financial goal for attaining a positive operating margin. Confirmation of achieving these goals is typically received through the annual external audit process and approved by the Board of Trustees at that time. goals is typically received through the annual external audit process and approved by the Board of Trustees at that time. to eligible plan participants. Those factors are: People & Customer Service goal for employee "Trust Index", Quality & Safety goal for clinical excellence and patient satisfaction, Financial goal for attaining a positive operating margin. Confirmation of achieving these goals is typically received through the annual external audit process and approved by the Board of Trustees at that time. patient satisfaction, Financial goal for attaining a positive operating margin. Confirmation of achieving these goals is typically received through the annual external audit process and approved by the Board of Trustees at that time. employee "Trust Index", Quality & Safety goal for clinical excellence and patient satisfaction, Financial goal for attaining a positive operating margin. Confirmation of achieving these goals is typically received through the annual external audit process and approved by the Board of Trustees at that time. margin. Confirmation of achieving these goals is typically received through the annual external audit process and approved by the Board of Trustees at that time. employee "Trust Index", Quality & Safety goal for clinical excellence and patient satisfaction, Financial goal for attaining a positive operating margin. Confirmation of achieving these goals is typically received through the annual external audit process and approved by the Board of Trustees at that time. employee "Trust Index", Quality & Safety goal for clinical excellence and patient satisfaction, Financial goal for attaining a positive operating margin. Confirmation of achieving these goals is typically received through the annual external audit process and approved by the Board of Trustees at that time. Trustees at that time. margin. Confirmation of achieving these goals is typically received through the annual external audit process and approved by the Board of Trustees at that time. Trustees at that time. Trustees at that time. Trustees at that time. margin. Confirmation of achieving these goals is typically received through the annual external audit process and approved by the Board of Trustees at that time. through the annual external audit process and approved by the Board of Trustees at that time. Trustees at that time.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
HOSPITAL AUTHORITY OF COBB COUNTY
A58246460019081PEM42004-04-30$25,000,000EQUIPMENT POOLfalsefalsefalse
COBB COUNTY KENNESTONE HOPSITAL AUTHORITY
B581147004190813LN32005-10-31$120,000,000CAP. IMPROVEMENTS (SERIES A & B)falsefalsefalse
HOSPITAL AUTHORITY OF COBB COUNTY
C58246460019081PEN22005-06-30$25,000,000EQUIPMENT POOLfalsefalsefalse
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
D581147004190813NM32011-11-01$127,345,930CONSTRUCTIONfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$25,000,000$96,810$0$0$0$0$0$25,000,000$0$02004falsefalseYes (true)Yes (true)
B$6,150,000$0$120,000,000$1,026,000$0$0$1,167,300$0$0$116,948,276$1,884,424$02007falsefalseYes (true)Yes (true)
C$0$0$25,000,000$82,775$0$0$0$0$0$25,000,000$0$02006falsefalseYes (true)Yes (true)
D$11,440,000$0$127,345,930$0$0$50,962,739$1,383,191$0$0$75,000,000$0$02011Yes (true)Yes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePct
Afalsefalsefalsefalse0falsefalseYes (true)
Bfalsefalsefalsefalse0.00200falsefalseYes (true)0.002000.00400
Cfalsefalsefalsefalse0falsefalseYes (true)
Dfalsefalsefalsefalse0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndException To RebateExceptionToRebateIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedInd
0
AfalseYes (true)Yes (true)falsefalse0false
0
BfalseYes (true)falsefalse0false
0
CfalseYes (true)falsefalse0false
0
DfalseYes (true)falsefalse0false

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE K, PART VFormAndLineReferenceDesc
ExplanationPROCEDURES TO UNDERTAKE CORRECTIVE ACTION WELLSTAR HEALTH SYSTEM, INC (THE BORROWER ON TAX EXEMPT BONDS) HAS ESTABLISHED POLICIES AND PROCEDURES THAT WILL MAXIMIZE THE LIKELIHOOD THAT ALL APPLICABLE POST-ISSUANCE REQUIREMENTS OF FEDERAL INCOME TAX LAW NEEDED TO PRESERVE THE TAX-EXEMPT STATUS OF THE BONDS ARE MET. THE PROCEDURES INCLUDE EXTERNAL ADVISORS SUCH AS BOND COUNSEL AND OTHER LEGAL COUNSEL WHO ASSIST THE BORROWER IN MAINTAINING THE TAX-EXEMPT STATUS OF ALL BONDS; ARBITRAGE REBATE CALCULATIONS THAT NEED TO BE MADE FOR EACH BOND ISSUE; DOCUMENTATION OF THE USE OF BOND PROCEEDS INCLUDING POTENTIAL PRIVATE BUSINESS USE APPLICABLE TO THE BONDS AFTER AN ANNUAL INTERNAL REVIEW OF THOSE USES; AND PROPER RECORD KEEPING OF ALL DOCUMENTS RELATED TO THE ISSUANCE OF TAX-EXEMPT BONDS. THESE PROCEDURES APPLY TO ALL LISTED TAX-EXEMPT BONDS.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
PAULDING COUNTY HOSPITAL AUTHORITY
A586011214703596DH62012-06-28$32,711,016CONSTRUCTION SERIES Afalsefalsefalse
PAULDING COUNTY HOSPITAL AUTHORITY
B586011214703596DK92012-06-28$68,750,000CONSTRUCTION SERIES Bfalsefalsefalse
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
C586011214190813PH22012-11-15$122,366,879ADVANCED REFUNDING CONSTRUCTIONfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$32,711,016$14,896,852$446,282$0$437,500$0$0$17,151,433$0$02014falsefalseYes (true)Yes (true)
B$0$0$68,750,000$27,382,125$1,945,963$0$471,875$0$0$39,576,733$0$02014falsefalseYes (true)Yes (true)
C$5,475,000$0$122,366,879$0$0$121,287,509$1,079,370$0$0$0$0$0falseYes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0falsefalseYes (true)
Bfalsefalsefalsefalse0falsefalseYes (true)
Cfalsefalsefalsefalse0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndException To RebateExceptionToRebateIndVariable Rate IssueVariableRateIssueIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd
0
AfalseYes (true)falsefalse0false
0
BfalseYes (true)Yes (true)false0falsefalse
0
CfalseYes (true)falsefalse0false

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
THOMAS GEARHARD MD
TRUSTEESALARY ADVANCEYes (X)$7,428$7,428falseYes (true)Yes (true)
AVRIL P BECKFORD MD
TRUSTEESALARY ADVANCEYes (X)$1,855$1,855falseYes (true)Yes (true)
JEFFREY THARP MD
TRUSTEESALARY ADVANCEYes (X)$109,854$109,854falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$119,137TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (10 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
PAMELA ETHERIDGE
WIFE OF OFFICER$60,872EMPLOYEE OF WELLSTARYes (true)
GREG FORTGANG
SON-IN-LAW OF TRUSTEE$102,145EMPLOYEE OF WELLSTARYes (true)
JESSICA HANEY
DAUGHTER OF OFFICER$59,962EMPLOYEE OF WELLSTARYes (true)
GEORGE FLEMING
BROTHER OF OFFICER$67,246EMPLOYEE OF WELLSTAR/COBBYes (true)
MATTHEW MADDOX
son of trustee$80,260EMPLOYEE OF WELLSTARYes (true)
BONNIE MILLER
wife of trustee$34,692EMPLOYEE OF WELLSTARYes (true)
GREG KOST
BROTHER-IN-LAW OF OFFICER$46,791EMPLOYEE OF WELLSTARYes (true)
JENNIFER HANEY
DAUGHTER-IN-LAW OF OFFcr.$81,209EMPLOYEE OF WELLSTARYes (true)
MISTY DECOUX
WIFE OF OFFICER$74,447EMPLOYEE OF WELLSTARYes (true)
NADINE FRANCIS
WIFE OF OFFICER$1,442EMPLOYEE OF WELLSTARYes (true)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, PART IV, lines 1-10FormAndLineReferenceDesc
ExplanationBUSINESS TRANSACTIONS WITH INTERESTED PARTIES WELLSTAR HEALTH SYSTEM IS ONE OF THE LARGEST COMPANIES AND EMPLOYERS IN THE COMMUNITIES WE SERVE. FURTHER, AS A COMMUNITY BASED, NOT-FOR-PROFIT HEALTH SYSTEM, WELLSTAR HEALTH SYSTEM SEEKS BOARD MEMBERS FROM VARIOUS BUSINESSES WITHIN THE COMMUNITIES WE SERVE, FOR THE PURPOSE OF ENSURING WELLSTAR HEALTH SYSTEM HAS COMMUNITY REPRESENTATION ON ITS BOARD. IN LIGHT OF THE ABOVE, IT IS INEVITABLE THAT WELLSTAR HEALTH SYSTEM WILL HAVE ROUTINE BUSINESS TRANSACTIONS WITH INTERESTED PERSONS, ASSOCIATED WITH ITS BOARD MEMBERS AND OFFICERS. The transactions all represent payment of services as employees of Wellstar Health System. All transactions listed in Schedule L Part IV are for interested parties or in this case family members of either trustees or officers of wellstar health system, inc. or its related organizations.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
AMENDED RETURNFORM 990, HEADING, ITEM B, AMENDED RETURN SCHEDULE L, PART II HAS BEEN AMENDED TO REFLECT CERTAIN SALARY ADVANCES WITH INTERESTED PERSONS. THESE HAVE OCCURRED THROUGH THE NORMAL COURSE OF THE ADMINISTRATION OF COMPENSATION PLANS FOR PHYSICIANS AND HAVE BEEN APPROVED BY THE COMPENSATION COMMITTEE OF WELLSTAR HEALTH SYSTEM. FORM 990, PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENTS WELLSTAR HEALTH SYSTEM IS A VERTICALLY INTEGRATED HEALTH CARE DELIVERY SYSTEM WHICH PROVIDES THROUGH AFFILIATED BUSINESS ORGANIZATIONS A FULL SPECTRUM OF HEALTH SERVICES, INCLUDING WELLNESS PROGRAMS, PHYSICIAN OFFICE VISITS, OUTPATIENT CARE, INPATIENT CARE, AND POST-ACUTE SERVICES SUCH AS HOME HEALTH AND LONG TERM NURSING CARE. THE SYSTEM THROUGH ITS AFFILIATED BUSINESS ORGANIZATIONS OPERATES FIVE HOSPITALS(KENNESTONE, COBB, PAULDING MEDICAL, DOUGLAS AND WINDY HILL), MULTIPLE PHYSICIAN OFFICES, PRIMARY CARE CENTERS, OUTPATIENT CARE FACILITIES, A NURSING HOME AND OTHER HEALTH RELATED SERVICES INCLUDING TWO INPATIENT HOSPICE FACILITIES. THE SYSTEM IS SUPPORTED FINANCIALLY BY A FUNDRAISING ORGANIZATION, WELLSTAR FOUNDATION, INC. THE SERVICE AREA FOR THE SYSTEM ENCOMPASSES PARTS OF THE NORTHWESTERN SECTION OF THE STATE OF GEORGIA - THE PRIMARY AREA BEING IN BARTOW, CHEROKEE, COBB, DOUGLAS AND PAULDING COUNTIES. APPROXIMATELY 90% OF INPATIENT DISCHARGES AND OUTPATIENTS SERVED ARE FROM THE AFOREMENTIONED COUNTIES. THE WELLSTAR VISION IS TO DELIVER WORLD CLASS HEALTHCARE. OUR MISSION IS TO CREATE AND DELIVER HIGH QUALITY HOSPITAL, PHYSICIAN AND OTHER HEALTHCARE RELATED SERVICES THAT IMPROVE THE HEALTH AND WELL-BEING OF THE INDIVIDUALS AND COMMUNITIES WE SERVE. HISTORY- IN 1993, WHAT WAS THEN KNOWN AS THE COBB HEALTH SYSTEM, THE KENNESTONE REGIONAL HEALTH CARE SYSTEM, AND THE DOUGLAS GENERAL HOSPITAL AFFILIATED TO FORM THE NORTHWEST GEORGIA HEALTH SYSTEM. PAULDING MEMORIAL MEDICAL CENTER AFFILIATED WITH NORTHWEST GEORGIA HEALTH SYSTEM IN 1994. IN 1994, THE NORTHWEST GEORGIA HEALTH SYSTEM HELPED FORM THE PROMINA HEALTH SYSTEM AND CHANGED ITS NAME TO PROMINA NORTHWEST HEALTH SYSTEM. IN 1998, PROMINA NORTHWEST HEALTH SYSTEM CHANGED ITS NAME TO WELLSTAR HEALTH SYSTEM. WELLSTAR DISASSOCIATED FROM AND BECAME TOTALLY INDEPENDENT OF PROMINA IN 1999. WELLSTAR HEALTH SYSTEM IS A PARENT CORPORATION WHICH PROVIDES OVERALL COORDINATION INCLUDING GOVERNING BODY TO ITS SEVEN SUBORDINATE AFFILIATES: 1) COBB HOSPITAL, INC; 2) CHS FOUNDATION, INC (INVESTMENT MANAGEMENT); 3) DOUGLAS HOSPITAL INC; 4) KENNESTONE HOSPITAL, INC; 5) PAULDING MEDICAL CENTER, INC; 6) WELLSTAR FOUNDATION INC. AND 7)COMMUNITY ASSURANCE COMPANY, LTD. (A CAPTIVE SELF-INSURANCE ORGANIZATION). SERVICES - WELLSTAR HEALTH SYSTEM IS ABLE TO OFFER A FULL RANGE OF HEALTHCARE SERVICES THROUGH ITS AFFILIATES. THE SERVICES OFFERED INCLUDE BUT ARE NOT LIMITED TO: MOST MAJOR INPATIENT CLINICAL SERVICES, OUTPATIENT SERVICES, DIAGNOSTIC AND THERAPEUTIC SERVICES, ANCILLIARY AND SUPPORT SERVICES, URGENT CARE SERVICES AND HOME HEALTH SERVICES. THE SYSTEM INCLUDES A RESIDENTIAL FACILITY ON THE KENNESTONE HOSPITAL CAMPUS, CALLED ATHERTON PLACE. ARTHERTON PLACE ALSO HOUSES AN ASSISTED LIVING UNIT AS AN ADDITIONAL LEVEL OF CARE. THE FIVE HOSPITALS ARE ACUTE CARE FACILITIES WITH INPATIENT, OUTPATIENT, AND EMERGENCY SERVICES. PAULDING MEDICAL CENTER IS HOME TO A FULL CARE NURSING HOME, PAULDING NURSING CENTER. COBB HOSPITAL IS HOME TO A HOME HEALTH AGENCY AND A RESIDENTIAL HOSPICE FACILITY CALLED TRANQUILITY FOR THOSE PATIENTS IN THE END STAGES OF LIFE. KENNESTONE HOSPITAL ALSO OPENED A RESIDENTIAL HOSPICE FACILITY NOT FAR FROM ITS MAIN CAMPUS. THE SYSTEM IS COMPLIMENTED WITH APPROXIMATELY 85 PHYSICIAN PRACTICES AND SEVERAL URGENT CARE CENTERS. THE SYSTEM IS THUS ABLE TO PROVIDE A COMPLETE CONTINUUM OF CARE FOR THE COMMUNITY ITS SERVES. The following statements of community benefit and program service accomplishments represent system-wide activity for Wellstar Health System, Inc. (the "System") - EIN 58-1649541. All affiliated entities of the system except the Physician Hospital Organization (EIN 58-2116179) operate as charitable organizations consistent with the requirements of Internal Revenue Code Section 501(c)(3) and the "Community Benefit Standard" of IRS Revenue Ruling 69-545. The following excerpt from the audited financial statements identifies a broad overview of the charitable purpose for the System. "The System maintains records to identify and monitor the level of charity care it provides through its affiliates. These records include the amount of charges foregone for services and supplies furnished under its charity care policy. IN FISCAL YEAR 2015 AND 2014, WELLSTAR AFFILIATE HOSPITALS MADE $17.1 MILLION AND $16.0 MILLION, RESPECTIVELY, IN PROVIDER PAYMENTS AND RECOGNIZED SUCH PAYMENTS AS A REDUCTION IN NET PATIENT SERVICE REVENUE IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. The System also participates in certain governmental insurance programs, including Medicare and Medicaid. Under these programs, the System provides care to patients at payment rates which are determined by the Federal and State governments, regardless of the System's actual charges. In most cases, these programs pay the System at amounts which are less than its cost of providing services. The System offers many wellness and educational services at little or no cost to the community. Health fairs are held throughout the year at convenient locations, providing various health screenings, such as mammograms, blood pressure and cholesterol checks. A large number of educational programs are offered for all ages. These programs include bicycle safety, car seat safety, defensive driving, CPR and first-aid classes. Flu shots are available to the community during flu season. Health screenings, medical supplies, and immunizations are provided to children through local health departments and health fairs with System sponsorship in many cases. The costs of these services are included in operating expenses. The System promotes health education and activities for students, parents, and teachers through its Partner-in-Education programs. The physicians of the System make significant contributions to improve the health status of the community, including involvement in many community activities promoting health awareness and improvement, emergency room care, and delivery of care to the indigent population of the System's service area. The System also made significant contributions to the nursing program at a local university. This financial support has helped to grow the program, which benefits the System as well as the community. The System and all but one of its affiliates have been recognized as organizations exempt from Federal income tax under Internal Revenue Code Section 501(A) as organizations described in Section 501(c)(3) and, therefore, related income is generally not subject to Federal or state income taxes. One of the System's affiliates is a controlled foreign corporation not subject to Federal income tax. The Physician Hospital Organization (EIN 58-2116179) is a taxable affiliate of the System and files IRS Form 1120 US Corporation Income Tax Return." Financial Data and Statistics (Services Provided System-Wide) - Licensed Beds - 1,350 Adult Discharges - 69,721 Newborn Discharges - 9,617 Emergency Room Visits - 362,947 Surgeries - 44,978 Cath Lab/Pacemakers/EP - 9,695 Non-ED O/P Radiology Procedures - 315,781 Med/Surg. Short Stay Cases - 59 GI Lab Procedures - 4,429 Radiology Oncology Procedures - 7,567 COMMUNITY BENEFITS - Wellstar Health System participates and collaborates with patients and residents in meeting health needs and improving the overall quality of life in the community. This is especially important in responding to the needs of the underserved regardless of the system's ability to generate a positive margin. Some services would possibly be discontinued if based on a purely financial basis. The following are some examples of the system's services that provide community benefits (and a monetary value of those benefits if known). Clinics Wellstar is affiliated with several clinics which provide free or discounted health services to persons who cannot afford to pay or those who are not expected to pay. Community Health/Education Wellstar's Marketing and Public Relations department provides free brochures on a variety of health-related issues. On a quarterly basis Wellstar sends out a wellness magazine entitled "Health and You" to 180,000 homes in the community/service area. The magazine provides information on health issues and a schedule of health related classes/seminars available throughout the system. While the magazine is an excellent referral source for Wellstar's varied services, it provides free medical information to the households receiving the publication. Wellstar provides support groups and educational opportunities to the community on a variety of topics (examples-- men's and women's health issues, palliative care,
FORM 990, PART VI, LINE 12BAUDITED FINANCIAL STATEMENTS WellStar Health System, Inc. is audited on an annual basis by an outside auditing firm, KPMG, and as part of that audit a consolidated financial statement is issued for all of WellStar Health System, Inc. and its Affiliates. "The independent auditors report includes the accounts of Wellstar and its controlled affiliates, Kennestone Hospital, Inc., Cobb Hospital, Inc., Douglas Hospital, Inc., Paulding Medical Center, Inc., Wellstar Foundation, Inc. CHS Foundation, Inc., Community Assurance Company, Ltd., various Wellstar owned physician practices, a hospice facility, a nursing facility, home health business, and entities for infusion therapy and durable medical equipment. All significant intercompany accounts and transactions have been eliminated in combination. The Board of Trustees of Wellstar has the authority to approve appointments of the members of the board of trustees of all affiliate corporations." FORM 990, PART VI, SECTION B, LINE 11B BOARD REVIEW OF FORM 990 Internal staff prepares the organization's Form 990. Before filing the return with the Internal Revenue Service an external accounting firm, PricewaterhouseCoopers LLP, reviews and sign-offs on the completed return of each organization. Generally, Form 990 is then reviewed by the Finance Committee along with a question and answer session. A motion is then made by the Finance committee to approve the returns and present to the full board copies of the forms in an electronic (pdf. format) version as well as a hard copy. The organization's CFO or designee subsequently signs the return for either manual or electronic filing by the appropriate due date. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY OUR Conflict of Interest Policy requires all covered persons to annually review the policy and then complete, sign and return the Conflicts of Interest Survey and Attestation to the Compliance Office. The policy requires an on-going disclosure obligation in the event a conflict arises during the year. The following is our process to regularly and consistently monitor and enforce the policy: Compliance identifies all covered persons who must complete the Survey and Attestation. Compliance verifies that the Survey and Attestation is distributed to these persons. Compliance verifies that these persons return a fully completed and signed Survey and Attestation. Compliance reviews each completed and signed Survey and Attestation to identify all conflicts listed in the document. All conflicts, potential conflicts and incidences of non-compliance are referred to the Chief Compliance Officer. The CCO takes appropriate action to completely resolve all identified conflicts and incidences of non-compliance. FORM 990, PART VI, SECTION B, LINES 15A & 15B COMPENSATION OF OFFICERS WellStar engages the Hay Group to work with the governing board to review and recommend executive compensation. The executive compensation process at WellStar is overseen by a committee of independent trustees, which follows a board-approved executive compensation philosophy. Currently the executive compensation committee consists of five members of the Board of Trustees as well as the CEO. In committee discussions about the compensation for the Chief Executive Officer, the CEO will recuse him/herself from that process and is a non-voting committee member for discussions on all other officers. The executive compensation philosophy empowers the committee to oversee the executive compensation process and administer the executive compensation program on behalf of the full board of trustee of WellStar; provided, however, the full Board of Trustees evaluates and approves the compensation of the Chief Executive Officer. The philosophy requires annual disclosure of the committee's actions and decisions to the full board, which it has done. The committee is guided by the board-approved philosophy. Overall, the philosophy is intended to reward for organizational and individual performance. When performance is at a predetermined targeted level, the compensation is intended to be at or around the median of compensation paid to similar positions at similar organizations (the "market"). WellStar's executive compensation philosophy defines the market as being comprised of comparable not-for-profit health care delivery systems, i.e., not-for-profit organizations similar in complexity and scale to Wellstar. To assist the committee in fulfilling its duties, the committee engaged the Hay Group to provide market compensation data to compare to the Wellstar positions whose compensation the committee oversees. The committee uses this data to provide context when making decisions in administering the compensation program. Accurate minutes of the committee's discussion and decisions are recorded during each committee meeting, and reviewed and approved at the following committee meeting. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS MADE AVAILABLE TO THE PUBLIC The organization and its subsidiaries are subject to the Open Records Law in the State of Georgia. Therefore, by law, citizens are permitted to inspect and copy its governing documents, policies and financial statements as may be requested from time to time. Additionally, the organization's Form 990 is made readily available on the Guidestar website. Periodically, the organization publishes its financial performance in the local newspaper for citizens to review, and it also publishes a community benefit report once a year for distribution to the public. FORM 990, PART VII OFFICERS HOURS WORKED The officers devote their time to all of the organizations with WellStar Health System that are listed in Schedule R, Part II. As such, the total hours worked by the officers across all of the organizations exceeds 40 hours per week. FORM 990, PART VII & FORM 990, SCHEDULE J COMPENSATION ALL COMPENSATION AMOUNTS REPORTED ON FORM 990, PART VII; PART IX, LINES 5-7; AND SCHEDULE J REPRESENT COMPENSATION PROVIDED TO INDIVIDUALS THAT PROVIDE SERVICES TO THE ORGANIZATION. LIKEWISE, THE NUMBER OF EMPLOYEES REPORTED ON PART V, LINE 2A REPRESENTS THE NUMBER OF INDIVIDUALS PROVIDING SERVICES TO THE ORGANIZATION. ALL FEDERAL EMPLOYMENT TAX RESPONSIBILITIES FOR THESE INDIVIDUALS (INCLUDING FEDERAL EMPLOYMENT TAX REPORTING RESPONSIBILITIES) ARE HANDLED BY WELLSTAR HEALTH SYSTEM, INC. (EIN 58-1649541). FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS FOR THE REPORTING PERIOD WELLSTAR HEALTH SYSTEM, INC. HAD THE FOLLOWING CHANGES IN NET ASSETS: Pension Adjustment ($66,840,000) Assets Released from Restriction 708,000 Other Changes 1,322,551 -------------- Total Other Changes in Net Assets ($64,809,449)
FORM 990 PART IX LINE 11GDESCRIPTION:OTHER FEES TOTAL FEES:77598478

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (16 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Wellstar Medical Group LLC
805 Sandy Plains RoadMariettaGA30066273818647HealthcareGA$0$0WHS Inc
Cobb Gynecologists 2 LLC
805 Sandy Plains RoadMariettaGA30066020808099HealthcareGA$0$0NA
South Cobb OB-GYN 2 LLC
805 Sandy Plains RoadMariettaGA30066020808071HealthcareGA$0$0na
WellStar Psychiatry LLC
805 Sandy Plains RoadMariettaGA30066582500211HealthcareGA$0$0NA
WellStar Kennestone OBGYN 2 LLC
805 Sandy Plains RoadMariettaGA30066300355553HealthcareGA$0$0NA
WellStar Kennestone OBGYN LLC
805 Sandy Plains RoadMariettaGA30066582499183HealthcareGA$0$0NA
WellStar Medical Specialists 2 LLC
805 Sandy Plains RoadMariettaGA30066753261729HealthcareGA$0$0NA
WellStar Homecare Billing Services LLC
805 Sandy Plains RoadMariettaGA30066582479534HealthcareGA$0$0NA
Wellstar Windy Hill Apothecary Bill Srv
805 Sandy Plains RoadMariettaGA30066562511925HealthcareGA$0$0NA
Wellstar Home Health LLC
805 Sandy Plains RoadMariettaGA30066270277843HealthcareGA$0$0WHS INC
Wellstar Health Network LLC
805 Sandy Plains RoadMariettaGA30066273870970HealthcareGA$0$0WHS Inc
Wellstar Health Ventures LLC
805 Sandy Plains RoadMariettaGA30066453754932HealthcareGA$0$0WHS INC
Wellstar IPA LLC
805 Sandy Plains RoadMariettaGA30066581649541InsuranceGA$0$0NA
Wellstar Community Hospice LLC
805 Sandy Plains RoadMariettaGA30066134350580HealthcareGA$0$0NA
Center for Health Transformation
805 Sandy Plains RoadMariettaGA30066581649541HealthcareGA$0$0NA
WellStar Clinical Partners LLC
805 Sandy Plains RoadMariettaGA30066581649541HEALTHCAREGA$0$0NA

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
CHS Foundation Inc
805 Sandy Plains RoadMariettaGA30066581649540FoundationGA501(C)(3)11 Type 2WHSYes (true)
Cobb Hospital Inc
805 Sandy Plains RoadMariettaGA30066580968382HealthcareGA501(C)(3)3WHSYes (true)
Douglas Hospital Inc
805 Sandy Plains RoadMariettaGA30066582026750HealthcareGA501(C)(3)3WHSYes (true)
Kennestone Hospital Inc
805 Sandy Plains RoadMariettaGA30066582032904HealthcareGA501(C)(3)3WHSYes (true)
Paulding Medical Center Inc
805 Sandy Plains RoadMariettaGA30066582095884HealthcareGA501(C)(3)3WHSYes (true)
Wellstar Foundation Inc
805 Sandy Plains RoadMariettaGA30066581627413FoundationGA501(C)(3)11 Type 2WHSYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
Kennestone EAST Parking Deck LLC
793 SAWYER ROADMariettaGA300666340200537100PARKINGGANAinvestment-$50,032$2,433,017false$0false0.73000
Cobb Hospital Parking DECK LLC
805 Sandy Plains RoadMariettaGA300666340752999669PARKINGGANAINVESTMENT$35,474$684,228false$0false0.62500

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Community Assurance CoBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line13rd Fl Barclays Hse Shedden RdAddressLine1Txt
CityGeorge TownCityNm
Province Or StateCayman IslandsProvinceOrStateNm
CountryCJCountryCd
FieldValueIRS element (for citing)
EIN581649541EIN
Primary ActivitiesINSURANCEPrimaryActivitiesTxt
Legal Domicile Foreign CountryCJLegalDomicileForeignCountryCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1WHS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeC-CORPEntityTypeTxt
Share Of Total Income$14,877,506ShareOfTotalIncomeAmt
Share Of EOY Assets$66,909,587ShareOfEOYAssetsAmt
Ownership1.00000OwnershipPct
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangeYes (true)AssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Cobb Hospital Inc
q$67,219,347actual cost
Douglas Hospital Inc
q$25,904,585actual cost
Kennestone Hospital Inc
q$146,797,654actual cost
Paulding Medical Center Inc
q$21,975,864actual cost
WELLSTAR FOUNDATION INC
q$1,252,465actual cost
COBB HOSPITAL PARKING DECK LLC
S$78,599ACTUAL COST

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PART V, LINE 2FormAndLineReferenceDesc
ExplanationThe dollar amounts reported on Form 990 Schedule R Part V Line 2 for WellStar Health System, Inc. include the overhead allocations to affiliates and consists of the following types of transactions as listed in Line 1 (a-r): h) Exchange of Assets, i) Lease of facilities, equipment, or other assets to other organizations, j) Lease of facilities, equipment, or other assets from other organizations, n) Sharing of paid employees, o) Reimbursement paid to other organizations, q) Other transfers of cash or property to other organizations, r) Other transfers of cash or property from other organizations. organizations.ExplanationTxt