2014-11-12T15:49:45-07:00 2013-12-31 135565207 KPMG LLP 300 North Greene Street Suite 400 Greensboro NC 27401 990 2013-01-01 590634433 THE NEMOURS FOUNDATION NEMO 9046974100 10140 Centurion Parkway North Jacksonville FL 32256 Rodney A McKendree Senior Vice President and CFO 9046975847 2014-11-13 1 Laura Collins CPA P00008888 3362753394 2014-11-12 2013 2015-11-30 17:44:51Z David Bailey 10140 Centurion Parkway North Jacksonville FL 32256 1319129465 0 8516 X www.nemours.org X 1936 FL Nemours mission is to provide leadership, institutions, and services to restore and improve the health of children through care and programs not readily available, with one high standard of quality and distinction regardless of the recipient's financial status. 13 13 6449 1176 -3154232 0 129714950 140200145 672723873 781591742 30700278 36457454 23725956 28023113 856865057 986272454 1077687 1060301 0 0 539842400 608062161 0 0 2869056 306988350 352624561 847908437 961747023 8956620 24525431 1695279372 1724198457 739320112 624470660 955959260 1099727797 Nemours mission is to provide leadership, institutions, and services to restore and improve the health of children through care and programs not readily available, with one high standard of quality and distinction regardless of the recipient's financial status. 0 0 738157158 1060301 808904650 See Schedule H, Part VI 0 0 0 738157158 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 0 0 1 0 0 1 0 0 0 1 0 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 600 0 1 6449 1 1 1 1 CJ 0 0 1 1 1 1 0 0 0 0 X 13 13 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL DC DE FL GA MD NJ NY PA VA X Rodney McKendree Sr VP and CFO 9046974100 10140 Centurion Parkway North Jacksonville FL 32256 Brian P Anderson Director 2.5 X 44625 0 0 Hugh M Durden Director 10 25 X 0 150454 0 J Michael Mcginnis Director 2.5 0 X 44625 0 0 John F Porter Director 14.5 10.5 X 0 119712 0 John S Lord Chairman and Director 25 10 X 0 149611 0 Leonard Berry Phd Director 2.5 0 X 41475 0 0 Richard Christopher Director 15 1 X 54625 0 0 Robert Riney Director 2.5 0 X 33075 0 0 Rosa Hakala Director 2.5 0 X 45675 0 0 Terri L Kelly Director 3 0 X 58275 0 0 Toni Jennings Director 5 0 X 65650 0 0 W L Thornton Director 4 11 X 0 129771 0 W T Thompson Director 4 11 X 0 148374 0 R J Cummings MD VP Physician Practices-FL 40 X 776999 0 17362 Diane C Goin Secretary to the President CEO 40 X 66552 0 12611 Roy Proujansky EVP Chief Exec DE Operations 40 0.5 X 784532 0 69661 Stephen Lawless VP Quality & Safety 40 X 538774 0 43438 Gina Altieri VP Corporate Services 40 X 391894 0 58897 David J Bailey MD President/CEO 40 X 1231190 0 142951 Robert D Bridges EVP Chief Exec FL Operations and CFO 40 2.1 X 671364 0 189786 Rodney A McKendree VP, Finance 40 X 311119 0 65162 Theresa M Young Sr VP Human Resources 40 X 368126 0 14658 Steven R Sparks Sr VP General Counsel 40 X 380255 0 80319 Deborah Chang VP Policy & Prevention 40 X 296934 0 65829 Roger A Oxendale Sr VP & Chief Exec Officer, NCH 40 0.5 X 637646 0 23273 Lane F Donnelly MD VP Chief Medical Officer 40 0.5 X 925777 0 177469 Marylynn Girouard Exec Coordinator BOD/General Counsel 40 X 63702 0 11904 Cameron S Morrow Assistant Treasurer 40 X 85842 0 21201 William W Higginbotham II Managing Director Corp Finance 40 1.6 X 237762 0 23792 Mariane Stefano VP Service Operations Excellence 40 X 291957 0 50771 Brent R King MD VP Chief Medical Officer, AIDHC 40 X 312068 0 24666 Andrew T Costarino Jr MD Dept of Anesthesiology, Anesthesiologist/Intensivist, AIDHC 40 X 462484 0 6205 Christian Pizarro MD Director of Nemours Cardiac Center 40 X 1736301 0 26615 Debbie J Merinbaum MD Dept of Radiology Chair, NCCJ 40 X 555608 0 20400 Eric A Loveless MD Division Chief, Orthopaedics, NCCJ 40 X 572728 0 16565 Gary D Josephson MD Dept of Otolaryngology/ENT Chair, NCCJ 40 X 530215 0 22613 Jay S Greenspan MD Dept of Pediatrics Chair, AIDHC 40 X 420078 0 26159 Kevin P Sheahan MD Dept of Pediatrics Chief, NCCW 40 X 261834 0 28228 Michael J Erhard MD Medical Director, NCCJ 40 X 554154 0 29859 Paul A Pitel MD Dept of Pediatrics Chair, NCCJ 40 X 329409 0 17648 Paul Kempinski Chief Operating Officer, AIDHC 40 X 436183 0 28215 Salvatore R Goodwin MD Dept of Anesthesiology Chair, NCCJ 40 X 397799 0 20241 William G Mackenzie MD Dept of Orthopaedics Chair, AIDHC 40 X 713021 0 18781 Randall W Hartley Chief Admin Officer, NCH 40 0.5 X 301941 0 12754 Barbara D Meeks Chief Nurse Executive, NCH 40 X 323885 0 23482 Stephen Dunn MD Dept of Surgery Chair, AIDHC 40 X 476815 0 15887 Terri Finkel MD Dept of Pediatrics Chair, NCH 40 X 512332 0 29482 Steven Frick MD Dept of Orthopaedics Chair, NCH 40 X 686301 0 32844 George Mychaskiw MD Dept of Anesthesiology, Physician, NCCO 40 X 506367 0 24032 Arabinda K Choudhary MD Dept of Medical Imaging Chair, AIDHC 40 X 151551 0 7058 Mary B Mehta MD Medical Director, NCCP 40 X 342207 0 23647 Suken A Shah MD Dept of Orthopaedics, Surgeon, AIDHC 40 X 727068 0 23675 Todd A Maugans MD Dept of Neurosurgery, Division Chief, NCH 40 X 807650 0 27056 Robert C Burns MD Dept of Surgery, Division Chief, NCH 40 X 608030 0 37357 Nicholas Poulos MD Dept of Surgery, Physician, NCCJ 40 X 547308 0 35731 Daniel K Robie MD Dept of Surgery, Division Chief, NCCJ 40 X 571013 0 16732 Kevin Churchwell MD Sr VP, Nemours & CEO, AIDHC 40 X 489544 0 28039 James S Reilly Dept of Otolaryngology/ENT Chair, AIDHC 40 X 399043 0 16648 Judith E Wall MD Medical Director, NCH 40 0.5 X 347824 0 16801 Leslie Grissom Dept of Radiology, Radiologist, AIDHC 40 X 486519 0 18075 William B Blanchard MD Dept of Cardiology, Physician, NCCP 40 X 202516 0 8212 Kenneth Liechty MD Dept of Surgery Chair, NCH 40 X 718980 0 38823 24937226 697922 1791614 1084 1 1 0 SKANSKA USA BUILDING INC 4030 BOY SCOUT BOULEVARD SUITE 200 TAMPA FL 33607 BUILDING AND CONSTRUCTION 100844628 SODEXHO INC AND AFFILIATES PO BOX 905374 CHARLOTTE NC 282905374 FACILITIES MANAGEMENT 12746574 THOMAS JEFFERSON UNIVERSITY 1025 WALNUT STREET PHILADELPHIA PA 19107 RESIDENCY PROGRAM EXPENSES 5525548 JOAN WELLMAN AND ASSOCIATES INC 7426 SE 27TH STREET MERCER ISLAND WA 98040 PROCESS IMPROVEMENT 4352589 INTERNATIONAL MANAGEMENT CONSULTANTS INC 3 GREAT VALLY PARKWAY SUITE 200 MALVERN PA 19355 BUILDING AND CONSTRUCTION 4239729 162 0 0 1212046 133130898 0 5857201 175957 140200145 Net patient service revenue 900099 758281791 758281791 0 0 Net research grants 900099 17428092 17428092 0 0 Electronic health record revenue 900099 5881859 5881859 0 0 0 0 0 0 781591742 11874543 0 -3154232 15028775 0 0 0 0 619436 0 0 619436 481012 0 143885 0 337127 0 337127 0 0 337127 356675649 0 332092738 0 24582911 0 24582911 0 0 24582911 374030 1212046 620388 -246358 0 -246358 0 0 0 0 0 0 0 0 0 0 0 0 Specialized services 900099 17812511 17812511 0 0 Graduate medical education funding 900099 3313797 3313797 0 0 Kidshealth.org licensing fee 900099 1775118 1775118 0 0 4411482 4411482 0 0 27312908 986272454 808904650 -3154232 40321891 774531 774531 285770 285770 0 0 0 0 20556198 0 20556198 0 489544 0 489544 0 447440440 351455147 94201228 1784065 49561369 39350858 10060226 150285 61301448 48652662 12409085 239701 28713162 22798793 5797187 117182 0 0 0 0 2659011 1405935 1246012 7064 470283 249908 220375 0 260001 0 260001 0 0 0 1284269 682460 601809 0 51628703 35831207 15704264 93232 5018832 3417982 1599000 1850 96393950 84524988 11702460 166502 15962130 7653107 8284399 24624 0 0 0 0 36375201 25764850 10577960 32391 5352884 3562476 1719086 71322 0 0 0 0 1543492 1002867 493948 46677 9488466 9488466 0 0 0 0 0 0 59578423 40755034 18719540 103849 22335299 21773739 560616 944 Provision for bad debts 32155497 32155497 0 0 Subscription (mags &db), books 3213374 2945729 261890 5755 Maintenance contracts - miscellaneous 3129801 969299 2160502 0 Repairs and maintenance 2842413 878645 1962118 1650 2932532 1777208 1133361 21963 961747023 738157158 220720809 2869056 86182077 69949219 50053008 57732617 3309142 10496187 89871864 89854885 0 0 0 0 0 0 3953450 4173161 7500638 9488888 1390479891 481611313 808106922 908868578 511789197 464305842 122029744 100325823 0 0 1502568 1500568 10980762 7502689 1695279372 1724198457 109032443 126644492 0 0 2078680 4098001 367369215 359719400 0 0 0 0 0 0 0 0 260839774 134008767 739320112 624470660 X 673210235 836283284 276915981 257371591 5833044 6072922 955959260 1099727797 1695279372 1724198457 X 24525431 5218338 0 0 0 114024768 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2000 429429 431429 961315594 961747023 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 310156 479339 439812 431429 1660736 250000 250000 250000 250000 1000000 1500000 2000 2000 3881 2000 9881 Schedule C, Part II-A, Line 1a Nemours is not affiliated with any groups and did not exceed either the lobbying or grass roots expenditure ceiling. 0 3386733 0 0 X X X 0 279439880 5135534 31381744 0 57205064 272543 258479551 384535863 8086876 29080079 0 142011164 251774 279439880 392975995 4406956 -581412 0 11968151 297525 384535863 367585658 2176291 37275018 0 13764709 296263 392975995 332209589 3615644 46910682 0 15034448 115809 367585658 0 0.01 0.99 0 0 106095 94575676 94681771 0 635738235 217401152 418337083 0 20047624 12139240 7908384 0 445696910 252070921 193625989 0 194315351 0 194315351 908868578 F F Partnerships 37811552 F Private Equity 24567593 F Hedge funds 19192581 F Real estate 18754097 F 100325823 0 Self-insurance reserve 56297920 Liabilities for pension benefits 77710847 134008767 X 981983019 -1939168 0 0 27836189 25897021 956085998 0 30186456 30186456 986272454 938485897 0 0 0 -23053450 -23053450 961539347 0 207676 207676 961747023 Schedule D, Part III, Line 4 The Nemours mansion is the 300-acre country estate of the late industrialist and philanthropist Alfred I. DuPont. The mansion is located on the grounds of the renowned Alfred I. DuPont Hospital for Children in Wilmington, Delaware. It derives its name from the town in France represented by Mr. Dupont's great-great-grandfather, Pierre Samuel DuPont de Nemours. The mansion was built from 1909 to 1910 and is a fine example of a French chateau in the style of Louis XVI. T he 47,000 sq. ft. mansion looms over the surrounding formal gardens and is furnished with fine antiques, famous works of art, beautiful tapestries, and other treasures. The grounds surrounding the mansion extend for one third of a mile along the main vista from the house, and are among the finest examples of French-style gardens in the United States. The mansion and gardens are open for tours between May and December. Tour groups are kept small and include expert commentary by guides familiar with the DuPont family history. Schedule D, Part V, Line 4 Nemours' endowments have been established for a variety of purposes including ophthalmology, orthopaedic, dental and research. Schedule D, Part X, Line 2 Nemours is exempt from federal income taxes on related income under Section 501(a) of the Internal Revenue Code as an organization described in Section 501(c)(3), and is also exempt from state income taxes. Management believes that the unrelated business income generated by Nemours is not material to the combined financial statements. Schedule D, Part XI, Line 2d Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Net assets - released from restriction - Ed Ball $7,830,707 plus net assets released from restriction - donations $1,025,608 plus special distributions $45,000,000 plus PMSI (subsidiary) net patient revenue $6,527,796 less Bad debt expense ($32,547,922) equals $27,836,189. Schedule D, Part XI, Line 4b Reconciliation of Revenue per Audited Financial Statements With Revenue per Return - Temp restricted contributions and pledges $6,791,352 plus temp restricted investment income $2,461,307 plus temp restricted realized gains $21,698,070 less rental expenses ($143,885) less fundraising expenses ($620,388) equals $30,186,456. Schedule D, Part XII, Line 2d Reconciliation of Expenses per Audited Financial Statements With Expenses per Return - Bad debt expense ($32,547,922) plus rental expenses $143,885 plus fundraising expenses $620,388 plus PMSI (subsidiary) operating expenses $8,730,199 equals ($23,053,450). Schedule D, Part XII, Line 4b Reconciliation of Expenses per Audited Financial Statements With Expenses per Return - Temp restricted investment expenses $206,490 plus temp restricted occupancy expenses $1,186 equals $207,676. East Asia and the Pacific 0 0 Investments N/A 6855169 Europe (including Iceland and Greenland) 0 0 Investments N/A 11507170 Middle East and North Africa 0 0 Investments N/A 399766 North America (including Canada and Mexico, but not the United States) 0 0 Investments N/A 1882690 Russia and the newly independent States 0 0 Investments N/A 435439 South America 0 0 Investments N/A 2120124 South Asia 0 0 Investments N/A 667327 Sub-Saharan Africa 0 0 Investments N/A 599439 0 0 24467124 1 0 1 1 1 0 Delaware Gala 460725 298425 162300 0 0 109035 99014 6738 27043 Orlando Gala 325351 232831 92520 0 0 50788 6202 12500 46707 8 800000 680790 119210 0 0 5851 35972 146607 73931 1586076 1212046 374030 0 0 165674 141188 165845 147681 620388 -246358 1 1 X 1 X 2.50 1 X 1 0 1 1 0 0 41387703 18524119 22863584 0.0244 0 0 400827254 291358002 107151382 0.1142 0 0 0 0 0 0 0 0 442214957 309882121 130014966 0.1386 0 0 32886656 7526659 25359997 0.027 0 0 9452210 4416214 5035996 0.0054 0 0 0 0 0 0 0 0 26808370 8789222 18019148 0.0192 0 0 595419 0 595419 0.0006 0 0 69742655 20732095 49010560 0.0522 0 0 511957612 330614216 179025526 0.1908 1 13950911 0 558876 809355 -250479 X 1 1 2 1 ALFRED I DUPONT HOSPITAL FOR CHILDREN 1600 ROCKLAND ROAD WILMINGTON DE 19803 HSPTL-003 X X A 2 NEMOURS CHILDREN'S HOSPITAL 13535 NEMOURS PARKWAY ORLANDO FL 32827 4509 X X A A 1 X X X X X X X X X X 13 1 0 1 X www.nemours.org/community X X X X X X 1 0 1 1 250 1 400 1 X X 1 1 X X X X 1 X 0 1 X 0 0 Schedule H, Part V, Section B, Line 1-Group A Nemours conducted a Child & Adolescent Community Health Needs Assessment (CHNA) in 2013. The CHNA report can be found at www.nemours.org/community. Schedule H, Part V, Section B, Line 3-Group A As part of the Child & Adolescent Community Health Needs Assessment, various focus groups were held. Focus group participants included multiple key informants: physicians, other health professionals, social service providers, business leaders, public health representatives and other community leaders. A list of these key informants can be found in Nemours CHNA. Schedule H, Part V, Section B, Line 14-Group A Brochures regarding the Nemours Financial Assistance Program are made available at a number of locations throughout AIDHC, NCH and the physician practices, as well as on-line at www.nemours.org. Personnel throughout each facility are instructed to direct families that may be having financial concerns or difficulty to one of the Financial Counselors. Schedule H, Part V, Section B, Line 16-Group A Nemours utilizes an internal collections department in order to address non-payment by patients who have not been qualified for financial assistance in a sensitive manner. Schedule H, Part V, Section B, Line 20-Group A Nemours offers financial assistance to all eligible individuals who do not have insurance covering emergency or other medically necessary care. All patients of Nemours receive a statement relative to care provided, which constitutes a bill for services. This statement provides patients with the amount of gross charges less discounts. Discounts are based upon eligibility criteria including family income, family size, federal poverty guideline levels or other eligibility criteria. 42 NEMOURS DUPONT PEDIATRICS WILMINGTON 1600 ROCKLAND ROAD WILMINGTON DE 19803 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS DUPONT PEDIATRICS COLLEGEVILLE 599 ARCOLA ROAD COLLEGEVILLE PA 19426 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS CHILDREN'S CLINIC JACKSONVILLE 807 CHILDRENS WAY JACKSONVILLE FL 32207 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS CHILDREN'S CLINIC JACKSONVILLE SOUTH 14785 OLD ST AUGUSTINE ROAD SUITE 200 JACKSONVILLE FL 32258 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS CHILDREN'S CLINIC ORANGE PARK 2300 PARK AVENUE SUITE 206 ORANGE PARK FL 32073 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS DUPONT PEDIATRICS WILMINGTON 1600 ROCKLAND ROAD WILMINGTON DE 19803 CARDIAC CENTER NEMOURS DUPONT PEDIATRICS PHILADELPHIA 833 CHESTNUT STREET SUITE 601 PHILADELPHIA PA 19107 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS CHILDREN'S CLINIC PENSACOLA 5153 NORTH 9TH AVENUE PENSACOLA FL 32504 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS CHILDREN'S CLINIC DESTIN 7720 US HIGHWAY 98 WEST SUITE 260 DESTIN FL 32550 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS CHILDREN'S CLINIC ORLANDO 1717 SOUTH ORANGE AVENUE SUITE 100 ORLANDO FL 32806 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS CHILDREN'S CLINIC ORLANDO 13535 NEMOURS PARKWAY ORLANDO FL 32827 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS CHILDREN'S CLINIC LAKE MARY 3300 WEST LAKE MARY BLVD SUITE 100 LAKE MARY FL 32746 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS CHILDREN'S CLINIC VIERA 7000 SPYGLASS COURT SUITE 120 VIERA FL 32940 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS DUPONT PEDIATRICS EGG HARBOR TOWNSHIP 2500 ENGLISH CREEK ROAD SUITE 1001 EGG HARBOR TOWNSHIP NJ 08234 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS DUPONT PEDIATRICS BRYN MAWR 130 SOUTH BRYN MAWR AVENUE BRYN MAWR PA 19010 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS DUPONT PEDIATRICS VOORHEES 443 LAUREL OAK ROAD SUITE 200 VOORHEES NJ 08043 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS DUPONT PEDIATRICS VINELAND 2950 COLLEGE DRIVE SUITE 2B VINELAND NJ 08360 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS DUPONT PEDIATRICS PEOPLE'S PLAZA 1400 PEOPLES PLAZA SUITE 300 NEWARK DE 19702 PEDIATRIC PRIMARY CARE NEMOURS DUPONT PEDIATRICS DOVER 102 WEST WATER STREET SUITE 1 DOVER DE 19904 PEDIATRIC PRIMARY CARE NEMOURS DUPONT PEDIATRICS ST FRANCIS 700 NORTH CLAYTON STREET SUITE 400 WILMINGTON DE 19805 PEDIATRIC PRIMARY CARE NEMOURS DUPONT PEDIATRICS NEWTOWN SQUARE 3855 WEST CHESTER PIKE SUITE 280 NEWTOWN SQUARE PA 19073 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS DUPONT PEDIATRICS AT SEAFORD 49 FALLON AVENUE SEAFORD DE 19973 PEDIATRIC PRIMARY CARE NEMOURS DUPONT PERDIATRICS JESSUP STREET 1602 JESSUP STREET WILMINGTON DE 19802 PEDIATRIC PRIMARY CARE NEMOURS DUPONT PEDIATRICS MIDDLETOWN 200 CLEAVER FARM ROAD SUITE 201 MIDDLETOWN DE 19709 PEDIATRIC PRIMARY CARE NEMOURS DUPONT PEDIATRICS LANKENAU 100 EAST LANCASTER AVENUE SUITE 436 WYNNEWOOD PA 19096 PEDIATRIC PRIMARY CARE NEMOURS DUPONT PEDIATRICS MILFORD 703 NORTH DUPONT HIGHWAY MILFORD DE 19963 PEDIATRIC PRIMARY CARE NEMOURS DUPONT PEDIATRICS FOULK ROAD 910 FOULK ROAD SUITE 101 WILMINGTON DE 19809 PEDIATRIC PRIMARY CARE NEMOURS SENIORCARE WILMINGTON 1600 ROCKLAND ROAD WILMINGTON DE 19803 HEALTH CLINIC NEMOURS DUPONT PEDIATRICS PHILADELPHIA PIKE 222 PHILADELPHIA PIKE WILMINGTON DE 19809 PEDIATRIC PRIMARY CARE NEMOURS DUPONT PEDIATRICS LANCASTER 2128 EMBASSY DRIVE LANCASTER PA 17603 CHILDREN'S CLINIC SPECIALTY CARE NEMOURS SENIORCARE MILFORD 915 NORTH DUPONT BOULEVARD MILFORD DE 19963 HEALTH CLINIC NEMOURS BRIGHTSTART 9145 NARCOOSEE ROAD ORLANDO FL 32827 DYSLEXIA INITIATIVE NEMOURS BRIGHTSTART 49 FALLON AVENUE SEAFORD DE 19973 DYSLEXIA INITIATIVE NEMOURS HEALTH AND PREVENTION SERVICES 252 CHAPMAN ROAD CHRISTIANA BUILDING SUITE 200 NEWARK DE 19702 PREVENTION SERVICES NEMOURS HEALTH AND PREVENTION SERVICES 49 FALLON AVENUE SEAFORD DE 19973 PREVENTION SERVICES Children's Health Alliance Waterford Lakes 11715 Orpington St Suite A Orlando FL 32817 Pediatric - Primary Care Children's Health Alliance Longwood 521 W State Road 434 Suite 101 Longwood FL 32750 Pediatric - Primary Care Children's Health Alliance Vero Beach 960 37th Place Suite 101 Vero Beach FL 32960 Pediatric - Primary Care Children's Health Alliance Kissimmee 841 E Oak St Kissimmee FL 34744 Pediatric - Primary Care Children's Health Alliance Ormond Beach 400 Clyde Morris Blvd Suite A Ormond Beach FL 32174 Pediatric - Primary Care Children's Health Alliance Lake Nona 9145 Narcoossee Road Suite 103 Orlando FL 32827 Pediatric - Primary Care Children's Health Alliance Windermere 8934 Conroy Windermere Road Orlando FL 32835 Pediatric - Primary Care Schedule H, Part I, Line 6a The Nemours 2013 Report to Our Communities entitled, Making Every Day Better - Our Promise, can be found at www.nemours.org/about/publications.html Schedule H, Part I, Line 7 Information regarding financial assistance and certain other community benefits at cost is presented below on lines 7a and 7b. Schedule H, Part I, Line 7, Column f Nemours included provision for bad debt (bad debt expense) in Form 990, Part IX, line 24 of $32,155,497. Such amount was subtracted from total expenses of $961,747,023 for purposes of determining percent of total expense calculations. Schedule H, Part I, Line 7a Nemours calculated the amounts included in Part I, Lines 7a-b utilizing the methodology provided in the various worksheets included in the instructions for Schedule H of Form 990. These worksheets include Worksheet 1, Charity Care at Cost, Worksheet 2, Ratio of Patient Care Cost-to-Charges and Worksheet 3, Unreimbursed Medicaid and Other Means-Tested Government Programs Schedule H, Part I, Line 7b Form 990 Part III, Questions 4a, Program Service Accomplishment - Nemours mission is to provide leadership, institutions, and services to restore and improve the health of children through care and programs not readily available, with one high standard of quality and distinction regardless of the recipients financial status. At Nemours, our plan to do that begins before illness or injury with our integrated model of care. We begin with education through the Nemours Center for Childrens Health Media and Kidshealth. Then, add prevention in our communities with the perspective of Nemours Health and Prevention Services and literacy aided by our Brightstart Dyslexia initiative. In the center are health operations, research and education staples of an academic environment providing the right combination of evidence based health services. Two more ingredients enable Nemours to energize this powerful mix innovation and technology. Our model of care has gained definition from our families and experts in the field who sought the ideal combination of services throughout Nemours. The model is family centered and incorporates what we have found to work in guarding the healthy, joyful life experience of a child. Whether hospitalized or visiting for a check up, children and families find a centralized, pleasant reception area where the same nurses, physicians and therapists greet them. Patient families also find advice and can report progress electronically from a remote location. Our eye is on the best health and quality outcomes, measured and monitored according to established benchmarks and satisfaction as reported by the children and families who have helped define the model. Nemours childrens clinic locations provide services at several primary and satellite locations ranging from primary care to sub specialty care in the Delaware Valley, and sub specialty care in Florida. These locations are listed in Schedule H, Part V, and Section D. Schedule H, Part I, Line 7d Uncompensated Medical Care - Nemours services classified as charity care or where the recipient could not afford services or lacked adequate health insurance reached $22.9 million in 2013. Nemours also covers the costs in excess of government payments for services provided to Medicaid and other public health beneficiaries of over $107.2 million with an additional $32.9 million in uncollected patient care charges written off by Nemours during the same period. All totaled, uncompensated care for 2013 approximates $163 million. Schedule H, Part I, Line 7e Community Benefit - Nemours is unique among pediatric health care systems, providing treatment, care, health information and prevention services that form a continuum of care aimed at achieving our vision of freedom from disabling conditions. Alfred I. Dupont envisioned a world where all children could receive top notch medical care, especially children disabled in some way. At Nemours, we demonstrate sound stewardship by staying true to Mr. DuPont's vision. In 2013, Nemours cared for more than 300,000 unique patients who experienced nearly 1,100,000 encounters, nearly 660,000 clinic and outpatient visits. Nemours saw approximately 125,000 new patients during 2013. During 2013, Nemours provided care and services totaling more than $750 million for our communities throughout the Delaware Valley, Florida and beyond. Schedule H, Part I, Line 7f Education and Training of Health Professionals - Nemours continues to train the next generation of pediatric specialists through affiliations with Thomas Jefferson University, the Mayo Clinic Medical College and others. In 2013, Nemours provided training for more than 1,200 nursing students, hosted 659 residents and 699 medical students and provided fellowship rotations for 79 physicians. Nemours supported education and training programs for health professionals in excess of $5 million. Schedule H, Part I, Line 7h Research Nemours continues to improve childrens lives through the power of discovery. However, new discoveries are not enough. We are integrating research findings at the bedside and exam room where it has the greatest impact on children. In total, Nemours subsidized health research by over $18 million during 2013 with nearly 318 research projects under the direction of more than 100 Nemours physician-scientists. Schedule H, Part III, Section A, Line 4 In the Alfred I duPont Hospital for Children and Nemours Childrens Hospital audited financial statements, see footnote 1e located on pages 10 and 32, respectively, for a description of bad debt expense. Schedule H, Part III, Section B, Line 8 The entire shortfall related to Medicare reported on line 7 should be considered a community benefit. Nemours is bearing the burden of providing care in excess of our costs to those Medicare patients. The source of the Medicare allowable costs comes from the 2013 Medicare Cost Reports. Schedule H, Part III, Section C, Line 9b The Nemours financial assistance policy applies to all of the facilities that it operates. Debt collection is not pursued against patients who qualify for the financial assistance program. Schedule H, Part VI, Line 2 Nemours assesses the healthcare needs of these communities using various methods. For example, Nemours community relations team is active at all sites to identify specific community needs for children. At Nemours, we seek to understand the health needs of the families who live in the communities we serve. Nemours has clinical operations in communities in Delaware, southeastern Pennsylvania and southern New Jersey referred to as the Delaware Valley, Maryland and Florida. Nemours is committed to improving the health of children, even those who never enter our doors. To do this effectively, Nemours conducts community health needs assessments (CHNAs) then explores potential strategies to influence them. The report can be found at www.nemours.org/community. The areas of opportunity listed below represent the significant health needs of children and adolescents in the communities our hospitals serve. Areas of opportunity in the Delaware Valley - access to health services, alcohol, tobacco and other drugs, health education, mental and emotional health, nutrition, physical activity and weight, prenatal and infant health, sexual activity Areas of opportunity in Central Florida - access to health services, health education injury and safety, mental and emotional health, nutrition, physical activity and weight, prenatal and infant health, vision, hearing and speech. Nemours seeks to educate families about children's health and parenting through its Center for Children's Health Media (KidsHealth.org). KidsHealth helps families by enabling parents, kids and teens to better understand and take mastery of their own health. Nemours creates integrated suites of physician reviewed, family-friendly, engaging media that provide families with knowledge, perspective, advice and comfort. Schedule H, Part VI, Line 3 All of Nemours hospital and clinic locations share the same practice of educating patients and their families in the eligibility process. Information regarding financial assistance can be found on our website at www.nemours.org-patientfamily-payment-financialassistance.html. Nemours employs financial counselors, as well as engages independent firms, collectively referred to as Financial Counselors, to assist in determining Medicaid eligibility. The Financial Counselors, some of whom are multi-lingual, work with families, educate and assist them with form completion regarding any program for which they might be eligible, including programs in the state of residence. Patients that arrive for an appointment at one of our practices, or admitted to or presents to the emergency room at AIDHC or NCH as self pay are screened for Medicaid eligibility. The Financial Counselors follow up directly with the respective State regarding their decision-determination. Certain Financial Counselors may go to the families home, if necessary. In some instances, certain Financial Counselors will ask for and receive limited power of attorney, in an effort to assist the family with the Medicaid eligibility process. To benefit from Nemours Financial Assistance Program, a family must participate in the Medicaid eligibility process described above. Through that process, Nemours assesses eligibility for our charity care program, which is based on Federal Poverty Guidelines as indicated in Schedule H, Part I, lines 3a and b. Eligibility for the Nemours Financial Assistance Program is completed by the Financial Counselors. Personnel at AIDHC have also established the Family Advisory Council (FAC), a group of parents whose children have had services at AIDHC. The purpose of the FAC is to obtain feedback from families about additional ways Nemours can assist with financial eligibility issues. Nemours representatives have participated in the Robert Wood Johnson Foundation funded Children's Hospital Eligibility Process Improvement Collaborative, an effort about educating providers regarding eligibility best practices. The collaborative touched on topics from literacy and how to write and share a brochure in a way that the family can understand, to assessing what an appropriate staffing level should be. In an effort to perform proactive outreach in the Delaware Valley, Nemours Financial Counselors go to our various locations, as well as local Community Health Center facilities. Both types of places represent a source from which families come to Nemours. Such visits focus on educating families about the various funding sources for which they might be eligible. Schedule H, Part VI, Line 4 The clinical operations of Nemours include two hospitals for children and multiple outpatient clinics. In Wilmington, Delaware, Nemours operates specialty and primary care clinics for children and a health clinic for the elderly. Nemours service area includes 27 counties throughout Delaware, southeastern Pennsylvania, and southern New Jersey. In 2011, an estimated 204,208 children and youth under the age of 18 live in Delaware, (US Census Bureau, 2011) comprising approximately 22.7% of the areas total population. Nationally, an estimated 73,650,025 children and youth under 18 make up 23.8% of the total population (US Census Bureau, 2011). While Americans overall health status has been improving, disparities remain in the prevalence of illness and death experienced by minority populations, as compared to the U.S. population as a whole. These disparities affect children as well as adults. Currently, children and youth population of Delaware is comprised primarily of 61% White and 25.7% African American compared to 68.2% White and 14.3% African American, nationally. (US Census Bureau, 2011) Household income level can have a significant impact on the health status of children living in the household. For example, children living in low-income households may not have adequate health insurance or access to primary care. Overall, a smaller percentage of children and youth in the Delaware (17.5%) live below 100% of the Federal Poverty Level (FPL) when compared to the national rate of children in poverty (22.5%) (US Census Bureau, 2011). Approximately, 63.9% of the areas children and youth live in households with incomes at or above 200% of the poverty level (US Census Bureau, 2011). Children who have health insurance typically have better access to preventive services, such as vaccinations, routine screenings, and medical treatment. The vast majority of children and youth in the Delaware (96.4%) have health insurance coverage (NSCH, 2011), either through a private source or a public health insurance program such as Medicaid. Nemours clinical operations in Florida include a hospital for children in Orlando, and a statewide physician practice with campuses in Jacksonville, Pensacola and Orlando. In 2011, 3,980,766 children and youth under the age of 18 years are living in Florida (US Census Bureau, 2011). Children under the age of 18 make up 21.1% of the total population for Florida compared to 23.8% of the total population nationally (US Census Bureau, 2011). The majority of children and youth in Florida are white (67.6%) while African American children make up 21% of the population (US Census Bureau, 2011). A slightly larger number of children and youth in Florida (24.9%) live below 100% of the FPL when compared to the national rate of children in poverty (22.5%). Based on the US Census bureau (2011), children in Florida are more likely to be uninsured or publicly insured (53.1%), and less likely to be privately insured (59.1%) than children and youth nationally (44.7% and 66.2%, respectively). The majority of children and youth in Florida are covered through private, largely employer-sponsored, health insurance. About 32.1% of children and youth in Florida are covered by public health insurance (US Census Bureau, 2011), a percentage which is slightly lower than the national average (29.5%). Finally, a greater proportion of children and youth are uninsured in Florida than nationally (21% vs. 15.2%) (US Census Bureau, 2011). For more information about the communities Nemours serves, please see our CHNA at www.nemours.org/community. Schedule H, Part VI, Line 5 The Alfred I. duPont Hospital for Children and the Alfred I. duPont Hospital for Children Surgery Center, Bryn Mawr have open model medical staffs. Criteria for membership and clinical privileges are outlined in the Medical Staff Bylaws. The Board of Managers of Delaware Valley, through approval of these Medical Staff Bylaws, has identified several services or departments that are restricted, meaning that only practitioners employed by or under contract with Nemours are eligible for privileges in that area. The restricted services or departments include anesthesiology, critical care including pediatric critical care, neonatology, cardiac critical care, emergency medicine, pathology, medical imaging, hospitalist service, and the Nemours Cardiac Center. The Nemours Childrens Hospital has an open model medical staff. Criteria for membership and clinical privileges are outlined in the Medical Staff Bylaws. The Board of Managers of Florida, through approval of these Medical Staff Bylaws has identified the following closed services or departments. They include anesthesiology, critical care including pediatric critical care and neonatology, emergency medicine, pathology, radiology, cardiology and hospitalist services. Schedule H, Part VI, Line 6 Nemours is not apart of an affiliated health care system. However, Nemours works in tandem with numerous community resources in the communities it serves. Schedule H, Part VI, Line 7 Nemours is happy to provide access to its community report on the internet at http://www.nemours.org/content/dam/nemours/wwwv2/filebox/about/cbr-2013.pdf. 1 Ronald McDonald House of Delaware 1901 Rockland Road Wilmington DE 19803 510295320 501(c) (3) 80670 0 FMV Donation Thomas Jefferson University 1015 Walnut Street Suite 621 Curtis Building Philadelphia PA 19107 231352651 501(c) (3) 5600 0 FMV Donation Orange County Board of County Commissioners 201 South Rosalind Avenue Orlando FL 32829 999999999 GOVT 60592 0 FMV Donation Adopt a Pig 41 Lyons Run Road Glenmoore PA 19343 261098565 501(c) (3) 8375 0 FMV Donation American Heart Association Greater Southeast Affiliate PO Box 4002900 Des Moines IA 50340 135613797 501(c) (3) 12500 0 FMV Donation American Lung Association Of Florida Inc 6952 Belfort Oaks Place Jacksonville FL 32216 590662271 501(c) (3) 6000 0 FMV Donation Brain Injury Assocation Of Delaware PO Box 1897 Dover DE 19903 510364396 501(c) (3) 5480 0 FMV Donation Cystic Fibrosis Foundation 1850 Lee Road Suite 111 Winter Park FL 32789 131930701 501(c) (3) 6000 0 FMV Donation Delaware Children'S Museum 550 Justison Street Wilmington DE 19801 510305812 501(C) (3) 10000 0 FMV Donation Girls On The Run Of Ncc PO Box 4098 Wilmington DE 19807 202751642 501(C) (3) 10000 0 FMV Donation Girls On The Run Of Ncc 615 W 18Th Street Wilmington DE 19802 202751642 501(C) (3) 10000 0 FMV Donation Harry P Leu Gardens (City Of Orlando) 1920 North Forest Avenue Orlando FL 32803 999999999 GOVT 6000 0 FMV Donation Jacksonville Zoo 370 Zoo Parkway Jacksonville FL 32218 591319010 501(C) (3) 7000 0 FMV Donation Lake Nona Institute Inc 9801 Lake Nona Road Orlando FL 32827 273346737 501(C) (3) 25000 0 FMV Donation The Leapfrog Group 1660 L St Nw Suite 308 Washington DC 20036 522359517 501(C) (3) 25000 0 FMV Donation Leukemia Research Foundation 203 Bohemia Mills Pond Drive Middletown DE 19709 261215347 501(C) (3) 10000 0 FMV Donation March Of Dimes 3012 Main St Voorhees NJ 08043 131846366 501(C) (3) 7800 0 FMV Donation March Of Dimes 5620 Kirkwood Highway Wilmington DE 19808 131846366 501(C) (3) 15000 0 FMV Donation March Of Dimes Central Florida Chapter 341 N Maitland Ave Ste 115 Maitland FL 327514761 131846366 501(C) (3) 25000 0 FMV Donation Ronald Mcdonald House 1030 N Orange Avenue Suite 105 Orlando FL 32801 593211250 501(C) (3) 20000 0 FMV Donation Tom Coughlin Jay Foundation PO Box 50798 Jacksonville Beach FL 322400798 593426937 501(c) (3) 11500 0 FMV Donation Track Shack Fitness Club Inc Event Marketing And Management 1013 Montana Street Orlando FL 32803 263361402 501(c) (3) 10000 0 FMV Donation Wolfson Childrens Hospital 820 Prudential Drive Jacksonville FL 32207 590747311 501(c) (3) 12500 0 FMV Donation 23 0 Aggregate Employee Relief Fund Donations 1 1000 0 FMV Aggregate Research Patient Participation Payment 504 100442 0 FMV Schedule I, Part I, Line 2 The grants made by Nemours were made to public charities for use in their respective exempt missions. Accordingly Nemours expects the organization to use the funds for proper purposes and as such does not subsequently monitor these grants. X 1 1 X X X X 1 1 0 0 0 0 0 1 0 William B Blanchard MD Dept of Cardiology, Physician, NCCP 163511 0 37303 0 1702 0 4195 0 4017 0 210728 0 0 0 Judith E Wall MD Medical Director, NCH 307205 0 39035 0 1584 0 6277 0 10524 0 364625 0 0 0 James S Reilly Dept of Otolaryngology/ENT Chair, AIDHC 375475 0 20520 0 3048 0 6726 0 9922 0 415691 0 0 0 Leslie Grissom Dept of Radiology, Radiologist, AIDHC 417975 0 66960 0 1584 0 7551 0 10524 0 504594 0 0 0 Kenneth Liechty MD Dept of Surgery Chair, NCH 637367 0 81253 0 360 0 0 0 38823 0 757803 0 0 0 Kevin Churchwell MD Sr VP, Nemours & CEO, AIDHC 343683 0 145539 0 322 0 0 0 28039 0 517583 0 0 0 Arabinda K Choudhary MD Dept of Medical Imaging Chair, AIDHC 151471 0 0 0 80 0 0 0 7058 0 158609 0 0 0 Kevin P Sheahan MD Dept of Pediatrics Chief, NCCW 235094 0 26204 0 536 0 8071 0 20157 0 290062 0 0 0 Randall W Hartley Chief Admin Officer, NCH 264885 0 36024 0 1032 0 0 0 12754 0 314695 0 0 0 Barbara D Meeks Chief Nurse Executive, NCH 283243 0 39610 0 1032 0 0 0 23482 0 347367 0 0 0 Paul A Pitel MD Dept of Pediatrics Chair, NCCJ 293025 0 34801 0 1583 0 7124 0 10524 0 347057 0 0 0 Mary B Mehta MD Medical Director, NCCP 300982 0 40673 0 552 0 4283 0 19364 0 365854 0 0 0 Salvatore R Goodwin MD Dept of Anesthesiology Chair, NCCJ 345011 0 51204 0 1584 0 5935 0 14306 0 418040 0 0 0 Jay S Greenspan MD Dept of Pediatrics Chair, AIDHC 367909 0 51137 0 1032 0 5994 0 20165 0 446237 0 0 0 Paul Kempinski Chief Operating Officer, AIDHC 373804 0 61827 0 552 0 4616 0 23599 0 464398 0 0 0 Andrew T Costarino Jr MD Dept of Anesthesiology, Anesthesiologist/Intensivist, AIDHC 418013 0 42887 0 1584 0 5860 0 345 0 468689 0 0 0 Stephen Dunn MD Dept of Surgery Chair, AIDHC 451142 0 24089 0 1584 0 5965 0 9922 0 492702 0 0 0 George Mychaskiw MD Dept of Anesthesiology, Physician, NCCO 443663 0 62152 0 552 0 0 0 24032 0 530399 0 0 0 Terri Finkel MD Dept of Pediatrics Chair, NCH 443248 0 67500 0 1584 0 0 0 29482 0 541814 0 0 0 Gary D Josephson MD Dept of Otolaryngology/ENT Chair, NCCJ 474512 0 55343 0 360 0 5840 0 16773 0 552828 0 0 0 Michael J Erhard MD Medical Director, NCCJ 493583 0 60019 0 552 0 6260 0 23599 0 584013 0 0 0 Debbie J Merinbaum MD Dept of Radiology Chair, NCCJ 490408 0 64648 0 552 0 6569 0 13831 0 576008 0 0 0 Eric A Loveless MD Division Chief, Orthopaedics, NCCJ 507946 0 63750 0 1032 0 6643 0 9922 0 589293 0 0 0 Steven Frick MD Dept of Orthopaedics Chair, NCH 640883 0 45058 0 360 0 0 0 32844 0 719145 0 0 0 William G Mackenzie MD Dept of Orthopaedics Chair, AIDHC 644747 0 66690 0 1584 0 6657 0 12124 0 731802 0 0 0 Christian Pizarro MD Director of Nemours Cardiac Center 1614739 0 121010 0 552 0 6043 0 20572 0 1762916 0 0 0 William W Higginbotham II Managing Director Corp Finance 216252 0 21206 0 304 0 6095 0 17697 0 261554 0 0 0 Mariane Stefano VP Service Operations Excellence 246257 0 44696 0 1004 0 50434 0 337 0 342728 0 0 0 Deborah Chang VP Policy & Prevention 250290 0 46096 0 548 0 65486 0 343 0 362763 0 0 0 Rodney A McKendree VP, Finance 262636 0 48123 0 360 0 48193 0 16969 0 376281 0 0 0 Brent R King MD VP Chief Medical Officer, AIDHC 290552 0 0 0 21516 0 12528 0 12138 0 336734 0 0 0 Theresa M Young Sr VP Human Resources 268125 0 49292 0 50709 0 6010 0 8648 0 382784 0 0 0 Steven R Sparks Sr VP General Counsel 324347 0 55356 0 552 0 63588 0 16731 0 460574 0 0 0 Gina Altieri VP Corporate Services 331132 0 60211 0 552 0 58313 0 584 0 450792 0 0 0 Stephen Lawless VP Quality & Safety 378312 0 116524 0 43938 0 34790 0 8648 0 582212 0 0 0 Roger A Oxendale Sr VP & Chief Exec Officer, NCH 526516 0 109545 0 1585 0 0 0 23273 0 660919 0 0 0 Robert D Bridges EVP Chief Exec FL Operations and CFO 541244 0 129088 0 1032 0 173586 0 16200 0 861150 0 0 0 R J Cummings MD VP Physician Practices-FL 505095 0 115419 0 156485 0 7260 0 10102 0 794361 0 0 0 Roy Proujansky EVP Chief Exec DE Operations 593810 0 133980 0 56742 0 59137 0 10524 0 854193 0 0 0 Lane F Donnelly MD VP Chief Medical Officer 738728 0 186689 0 360 0 144554 0 32915 0 1103246 0 0 0 David J Bailey MD President/CEO 799080 0 213140 0 218970 0 132427 0 10524 0 1374141 0 0 0 Suken A Shah MD Dept of Orthopaedics, Surgeon, AIDHC 672976 0 53852 0 240 0 5935 0 17740 0 750743 0 0 0 Nicholas Poulos MD Dept of Surgery, Physician, NCCJ 455629 0 91127 0 552 0 4257 0 31474 0 583039 0 0 0 Daniel K Robie MD Dept of Surgery, Division Chief, NCCJ 481084 0 89377 0 552 0 0 0 16732 0 587745 0 0 0 Todd A Maugans MD Dept of Neurosurgery, Division Chief, NCH 728970 0 78128 0 552 0 0 0 27056 0 834706 0 0 0 Robert C Burns MD Dept of Surgery, Division Chief, NCH 544416 0 63254 0 360 0 0 0 37357 0 645387 0 0 0 Hugh M Durden Director 0 150454 0 0 0 0 0 0 0 0 0 150454 0 Schedule J, Part I, Line 1a Nemours has established a policy for the reimbursement of travel and related expenses incurred by its employees. All transportation and travel arrangements shall be the most economical under the circumstances. Excursion or coach fares shall be ordered whenever available. Approval of a vice president shall be required for any other class of travel. Each department has the right to limit travel expenditures based on budgetary restrictions and may limit coverage to certain categories of travel expense. First class travel may occur in situations for Nemours employees wherein other fares are not available or travel is for a long period of time or overseas. Board members also have the option of traveling first class. Effective January 1, 2009 Nemours instituted a written policy regarding such travel. Schedule J, Part I, Line 4 The Nemours Foundation maintained a Supplemental Employee Benefit Plan (SEBP) for most of the members of The Nemours executive team as determined by the Board of Directors. The SEBP provides each participant an employer provided annual flexible benefit allowance in the form of dollar credits which the participant may apply to any of the benefits offered under the plan which include individual long-term disability insurance and unfunded nonqualified deferred compensation benefits subject to IRC section 457(f). Under the plan each of the participants makes an annual election allocating his or her flexible benefit allowance for the upcoming year among the component benefits. The amount of the flexible benefit allowance may vary among the participants as determined by Nemours and Nemours may discontinue the flexible benefit allowances at any time. Contributions to the plan are disclosed in Form 990 Part VII Column F and Schedule J Part II Column (C). Schedule J, Part I, Line 7 Certain employees of Nemours are eligible for incentive compensation. This compensation is based on qualitative and quantitative organizational goals and the achievement of such goals by the organization its division and individuals. A Delaware Health Facilities Authority 510272458 246388NE8 2005-01-26 50950000 See Part V 0 0 0 B Orange County Health Facililties Authority 521035390 6845036W0 2009-10-15 326242302 See Part V 0 0 0 A 6235000 0 50950000 0 0 0 483143 0 0 50466857 0 0 2007 0 0 1 1 B 6870000 0 326242302 0 0 24350000 1834712 0 0 300057590 0 0 2012 1 0 1 1 A 0 1 0 1 1 0.0251 0 0.0251 1 0 1 B 0 0 1 1 0 0.0066 0 0.0066 1 0 1 A 0 0 0 1 1 0 1 XL Asset Funding 1.5 1 0 0 B 0 0 0 1 1 0 0 0 0 A 1 B 1 Schedule K, Part I, Column a-01/26/2005 50,950,000 Delaware Health The proceeds of these bonds were used to finance the cost of the acquisition, construction and installation of certain health care facilities used in connection with the Alfred I. Dupont hospital located in Wilmington DE. These facilities include improvements to an existing two-story building and multi-level parking structure construction of a multi-level parking structure on the grounds of the hospital the acquisition and installation of medical equipment furnishings and other capital improvements at the hospital. Schedule K, Part I, Column b-10/15/2009 326,242,302 Orange County Health A portion of the proceeds of these bonds were used to refund on a current basis all of the outstanding Jacksonville Health Facility Authority Revenue Bonds (The Nemours Foundation Project) Series 2007 originally issued on October 3 2007. The proceeds were used to finance the cost of the acquisition, construction, installation and equipping of a new administrative facility located in Jacksonville Florida and owned and operated by Nemours and related fixtures furnishings and equipment. The remaining portion of the proceeds of these bonds were used for the purpose of providing funds which together with other available funds were used to finance a portion of the cost of the acquisition construction installation and equipping of a pediatric healthcare facility owned and operated by Nemours including a 95-bed freestanding children's hospital known as Nemours Children's Hospital and Outpatient Clinic and related facilities equipment fixtures and furnishings located in Orlando Florida. Schedule K, Part III, Line 4-10/15/2009 326,242,302 Orange County Health For the year ended December 31 2013 private use disclosed in Schedule K Part III Line 4 Column A is 2.51%. Included in the private use calculation is space leased pursuant to a lease agreement with a local healthcare provider ("Lease") which represents all private use for the noted bond issue in 2012. The Lease will expire June 30, 2015 and management does not anticipate renewing the Lease. Assuming the Lease is not renewed the adjusted private business use amount relating to the Lease over the life of the 2005 Delaware Bonds is 1.1205%. Schedule K, Part IV, Line 2c-01/26/2005 50,950,000 Delaware Health None due. Funds spent in 2007 Schedule K, Part IV, Line 2c-10/15/2009 326,242,302 Orange County Health 12/6/2012 X 14800 cost or sales price X 183121 cost or sales price X 9 175957 FMV X Miscellaneous 104 150279 cost or sales price 0 0 1 0 Schedule M, Part I Nemours reports the number of contributions received and not by the number of items. Form 990, Part VI, Section A, Line 2 Mr. Durden , Mr. Porter, Mr. Lord, Mr. Thornton and Mr. Thompson have a shared business relationship. These directors serve as trustees of the Alfred I. DuPont Testamentary Trust, of which Nemours is the only charitable beneficiary. Form 990, Part VI, Section A, Line 6 Questions 6, 7a and 7b - Nemours' organizational documents include members who constitute a portion of the governing body. Specifically, the members are those individuals who also serve as trustees of the Alfred I. DuPont Testamentary Trust (the Trust). The Trust's primary purpose is to provide funding for Nemours' charitable activities in the communities it serves. As trustees of the trust, these individuals are appointed as members of Nemours. The members have certain general oversight rights and some limited retained powers. The board of directors, made up of member directors (those members that opt to also serve on the board of directors) and non-member directors, who are selected by the members of Nemours. The board of directors has full governance over the activities of Nemours. Form 990, Part VI, Section A, Line 7a Same as Question 6 Form 990, Part VI, Section A, Line 7b Same as Question 6 Form 990, Part VI, Section B, Line 11b During November 2014, management distributed a draft of the 2013 Form 990 to the Audit and Finance committee prior to the scheduled board of directors meeting on November 11, 2014. During the course of the board of directors meeting, management presented an overview of Form 990 to the Audit and Finance committee and gave the committee members an opportunity to provide comments and ask questions with respect to the draft. Based on feedback provided from the committee members, management updated the draft Form 990. Upon finalization of the return, management provided a final copy of the return via e-mail to the board of directors. Form 990, Part VI, Section B, Line 12c Nemours has established a conflict of interest policy which has been reviewed and approved by the board of directors. Nemours is committed to the belief that sound business practices start with an absolute commitment from each employee to act ethically in carrying out Nemours business, and to comply with the laws and regulations that impact its business, thus Nemours' employees must avoid participating in activities that create or appear to create a conflict of interest. Nemours has specifically identified the following areas in its policy to be potential conflicts of interest: financial interest, outside employment, paid faculty arrangements, consultant or research contracts, acceptance of gifts, gratuities, business courtesies, travel, lodging and entertainment, misuse of resources or assets, personal gain using undue influence, direct dealings with vendors, use of confidential information, and an individual's support of political causes. Nemours' policy requires certain individuals to disclose participation in activities or circumstances that may present a conflict of interest on an annual basis or if at any time such individual becomes aware of circumstances that may present a conflict of interest. These disclosures are reviewed by the Audit and Finance Committee as necessary. Form 990, Part VI, Section B, Line 15 Nemours board of directors designated the People, Compensation and Reputation Committee (PCRC) to serve as a compensation committee responsible for establishing compensation practices which are reasonable and do not violate the private inurement prohibition. The practices and processes are designed to avoid any claim for intermediate sanctions and to satisfy the requirements to obtain the rebuttable presumption. The PCRC annually reviews outside, independent data to establish the compensation of our officers and key employees. The board of directors reviews and sets forth the compensation for the CEO using the same process as the PCRC. The committee engages and utilizes an independent consulting firm, to provide expert information regarding industry-wide compensation norms. The PCRC meets with a representative from the consulting firm and the human resources department when reviewing compensation for the senior leadership group on a yearly basis. The company philosophy is to match the market on average pay, identifying the median. Total cash compensation is generally targeted to be at the median of Nemours' peers. Form 990, Part VI, Section C, Line 19 Generally Nemours does not make its governing documents or its conflict of interest policy available to the public. However Nemours articles of incorporation are publicly available through Floridas secretary of state website www.sunbiz.org. Additionally, Nemours audited financial statements can be accessed through Digital Assurance Certification LLC website www.dacbond.com. Form 990, Part XI, Line 9 Pension liability adjustment $116,227,171 plus PMSI decrease in unrestricted net assets ($2,202,403) equals $114,024,768. Cruden Bay Risk Retention Group Inc 2386 Airport Road Barre VT 05641 270057453 Risk Retention VT 501(C)(3) 509(A)(3) The Nemours Foundation 1 Pediatric Medical Services of Florida Inc 9145 Narcoossee Road Suite A203 Orlando FL 32827 453584225 Health Care FL 501(C)(3) 509(A)(2) The Nemours Foundation 1 Dornoch Sutherland Assurance LTD PO Box 1085 GT Grand Cayman CJ KY1-1102 980404800 Captive Insurance CJ The Nemours Foundation C -10195439 21926159 1 1 Alfred I duPont Testamentary Trust 510 Alfred Dupont Place Jacksonville FL 32202 590226560 Charity Investment FL N/A T 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 Dornoch Sutherland Assurance LTD m 18426300 FMV Dornoch Sutherland Assurance LTD l 1000000 FMV Cruden Bay Risk Retention Group Inc m 1260000 FMV Cruden Bay Risk Retention Group Inc q 394507 FMV Pediatric Medical Services of Florida Inc r 4969719 FMV The return is being filed on a timely basis. The client filed extensions on a timely basis in manually with the IRS. The tax return software system being used to efile the return generates a reasonable cause statement if extensions are not filed in that system. Accordingly, the return was properly extended and is now being filed timely by its extended due date of November 17, 2014.