2013-05-15T17:46:12-05:00 2012-06-30 KPMG LLP 300 North Greene Street Suite 400 Greensboro NC 27401 990 2011-07-01 581790152 TANNER MEDICAL CENTER FOUNDATION % DENISE TAYLOR TANN 7708369871 303 AMBULANCE DRIVE CARROLLTON GA 30117 LEE SHERSETH 2013-05-15 true 3362753394 2011 2016-02-24 21:20:13Z DENISE TAYLOR CEO 303 AMBULANCE DRIVE CARROLLTON GA 30117 3782732 false X N/A X 1983 GA To partner with Tanner Health System in providing a continuum of quality healthcare services for all of our citizens through building and strengthening of new and existing philanthropic relationships. 25 23 0 300 0 1677391 2299865 0 0 265875 157486 -111897 -116770 1831369 2340581 1266587 1238277 0 0 519572 548920 0 0 0 87794 92357 1873953 1879554 -42584 461027 7404105 7635232 16920 30766 7387185 7604466 To partner with Tanner Health System in providing a continuum of quality healthcare services for all of our citizens through building and strengthening of new and existing philanthropic relationships. false false 1879554 1238277 2299865 The Foundation is a receptacle for charitable gifts to assist and support Tanner Medical Center, a non-profit, 501(C)(3), hospital. The Foundation, by assisting the hospital, helps provide charitable healthcare services and quality medical care to the public. SEE SCHEDULE O 1879554 true true false false false false false false false true true false false false false true false true false false false false false false true false false true false true false false false false false false false false false false false false false true false false false false true 0 0 true 0 false false false false false true true false false false false false false X 25 23 false false false false false true true true true false false false true true true true true true true false GA X DENISE TAYLOR 7708369871 303 AMBULANCE DRIVE CARROLLTON GA 30117 LOY HOWARD 2.0 X X 0 921906 133712 SUSAN FLECK 2.0 X X 0 0 0 STEVE ADAMS 2.0 X X 0 0 0 GELON WASDIN 2.0 X X 0 0 0 RANDALL REDDING 2.0 X X 0 0 0 LAURA LARSON MD 2.0 X 0 192793 0 WANDA CALHOUN 2.0 X LYNN CLARKE 2.0 X GUYTON COCHRAN 2.0 X WOODY COLE 2.0 X MARY COVINGTON 2.0 X CLARENCE FINLEYSON 2.0 X JOHN GRILLO 2.0 X BARBARA KAUFFMAN 2.0 X TRENT NORTH 2.0 X FRED O'NEAL 2.0 X RANDY PIERCE MD 2.0 X LAURA RICHARDS 2.0 X TOM RICHARDS 2.0 X RICHARD SMITH 2.0 X BOBBY STEWART 2.0 X BOB STONE 2.0 X TIM WARREN 2.0 X VALERIE WILHELM 2.0 X DANA WYNN 2.0 X DENISE TAYLOR 20.0 X 118931 160907 49544 118931 1275606 183256 1 false true false 0 491864 1808001 21855 2299865 0 29774 29774 0 0 1302423 1174711 127712 127712 127712 61346 491864 185696 -124350 -124350 0 89324 81744 7580 7580 0 2340581 40716 1238277 1238277 0 0 0 105667 105667 0 327707 327707 16094 16094 72639 72639 26813 26813 0 12881 12881 0 0 0 11774 11774 3889 3889 0 14674 14674 0 0 0 6921 6921 0 0 0 0 13945 13945 0 REPAIRS & MAINTENANCE 10385 10385 MISCELLANEOUS 7640 7640 UTILITIES 6039 6039 DUES & SUBSCRIPTIONS 4209 4209 1879554 1879554 0 0 412216 356183 2177707 1995216 36239 19406 0 0 0 0 0 0 0 0 10139 13680 1459 1459 238516 141118 110397 97398 4429455 4882920 0 0 0 0 0 0 226493 268970 7404105 7635232 16920 30766 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16920 30766 X 1887405 1924045 3909507 4051933 1590273 1628488 7387185 7604466 7404105 7635232 X 461027 -243746 X X false true true X false X X X false false false TANNER MEDICAL CENTER 581790149 03 true true true 1034703 1 1034703 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1593273 342277 1935550 1359108 234165 1593273 1134911 224197 1359108 1371828 5000 -241917 1134911 1.00000 false false 140203 52801 87402 98313 88317 9996 97398 0 0 FIN 48 DISCLOSURE SCHEDULE D, PART X The Medical Center is a not-for-profit corporation that has been recognized as tax-exempt pursuant to section 501(c)(3) of the Internal Revenue Code. The Medical Center applies accounting policies that prescribe when to recognize and how to measure the financial statement effects of income tax positions taken or expected to be taken on its income tax returns. These rules require management to evaluate the likelihood that, upon examination by the relevant taxing jurisdictions, those income tax positions would be sustained. Based on that evaluation, the Medical Center only recognized the maximum benefit of each income tax position that is more than 50% likely of being sustained. To the extent that all or a portion of the benefits of an income tax position are not recognized, a liability would be recognized for the unrecognized benefits, along with any interest and penalties that would result from disallowance of the position. Should any such penalties and interest be incurred, they would be recognized as operating expenses. Based on the results of management's evaluation, no liability is recognized in the accompanying balance sheet for unrecognized income tax positions. Further, no interest or penalties have been accrued or charged to expense as of June 30, 2012 and 2011 or for the years then ended. MAGNOLIA BALL 486992 443330 43662 67379 66807 5950 41526 CHOIRS FOR CANC 66218 48534 17684 1601 2433 0 553210 491864 61346 68980 66807 5950 43959 185696 -124350 true TANNER MEDICAL CENTER 705 DIXIE STREET CARROLLTON GA 30117 581790149 501(C)(3) 1034703 0 N/A N/A HEALTHCARE SUPPORT TANNER MEDICAL CENTER GROUP 705 DIXIE STREET CARROLLTON GA 30117 800785570 501(C)(3) 38147 0 N/A N/A HEALTHCARE SUPPORT 2 MONITORING USE OF GRANT FUNDS Schedule I, Part I, Line 2 Grant proposals are submitted to granting foundations requesting funds for a specific purpose or projects. An estimated budget is included with proposal and funds are granted according to budget items requested. Once approved, grant funds are released through purchase order process according to specification of approved grant. Quarterly or annual reports are submitted to granting organizations when required for specific grants; a separate grant audit is conducted. X X X X X false false false false false false true false false LOY HOWARD 0 687327 0 215675 0 18904 0 86618 0 47094 0 1055618 0 0 DENISE TAYLOR 92427 125048 23419 31685 3085 4174 4675 6325 16381 22163 139987 189395 0 0 LAURA LARSON MD 0 145248 0 46645 0 900 0 0 0 0 0 192793 0 0 COMPENSATION CONTINGENT UPON NET EARNINGS OF RELATED ORG Schedule J, Part I, Line 6B A percentage of the incentive compensation for executives and directors includes criteria that a certain percentage of the bottom line is achieved. OTHER ADDITIONAL INFORMATION SCHEDULE J, PART III None of the employees are compensated by the Foundation. Tanner Medical Center ("TMC"), the supported organization, compensates all Foundation employees. The Foundation reimburses TMC for compensation and related expenses. ADDITIONAL INFORMATION FORM 990 Tanner Medical Foundation partners with the community to raise funds in support of the programs and services of Tanner Health System. Our mission is to build and strengthen new and existing philanthropic relationships to support Tanner Health System in its delivery of quality healthcare services. The Foundation supports Tanner Health System, a nonprofit, regional healthcare provider with three hospitals and more than 300 physicians representing 34 medical specialties. Tanner provides a wide range of comprehensive medical services for residents in a nine county area of west Georgia and east Alabama. Tanner's facilities include the 201 bed acute care Tanner Medical Center/Carrollton, the 40 bed acute care Tanner Medical Center/Villa Rica and the 25 bed critical access Higgins General Hospital in Bremen. Tanner also operates Willowbrook at Tanner, a 52 bed inpatient behavioral health facility that is a sub-provider of Tanner Medical Center/Villa Rica. Other Tanner services included the Roy Richards, Sr. Cancer Center, Tanner Heart and Vascular Center, Tanner Breast Health, Tanner Occupational Health, Tanner Advanced Wound Center, Tanner Immediate Care, Tanner Home Health, Tanner Hospice Care, Tanner employee assistance program (Tanner EAP) and more. Tanner also operates Tanner Medical Group, one of metro Atlanta's largest physician group practices as rated by the Atlanta Business Chronicle. Tanner Medical Group is comprised of about 25 medical practices with 35 locations in Carroll, Douglas, Haralson, Heard and Paulding counties in Georgia and Cleburne County in Alabama. Tanner Medical Group physicians offer a wide range of medical specialties, including interventional and non-interventional cardiology, family medicine, gastroenterology, general surgery, infectious diseases, internal medicine, obstetrics and gynecology, oral and maxillofacial surgery, pediatrics, psychiatry, pulmonary and critical care medicine, surgical breast care and vascular surgery. As a mission-driven, not-for-profit regional healthcare organization, Tanner health System reinvests funds in excess of operating expenses in healthcare services for the community. Charitable gifts to Tanner Medical Foundation provide assistance to Tanner patients who could not otherwise afford their healthcare and allow crucial capital improvements and support of programs and services to meet the community's healthcare needs not covered by Tanner Health System's annual budget. During fiscal year 2012, donors made it possible for Tanner Medical Foundation to provide over $1.6 million to benefit programs and services of Tanner Health System. Funds donated to Tanner Medical Foundation supported programs and equipment purchases identified as critically necessary in 2012, including support of capital improvements, charity care and other community healthcare priorities. SUPPORT OF CAPITAL IMPROVEMENTS: Tanner Medical Foundation made the second installment of a multi-year commitment to support construction and capital equipment for the expansion of the surgical services unit and construction of the new emergency department at Tanner Medical Center/Carrollton. Tanner Health System serves more than 100,000 emergency department patients each year, and nearly half are treated at Tanner Medical Center/Carrollton. Carroll County's population has nearly doubled since the department's last major expansion in the 1980's and as our community has grown, so has the need for expanded emergency care. In 2011, Carroll County had the 20th largest population in Georgia yet it accommodated the 10th highest number of emergency room visits of all Georgia counties. Tanner Medical Center/Carrollton performed almost 6,000 surgical cases last year, and 90% of those procedures were short-stay surgeries. With the growth of Tanner's medical staff, more specialists are providing additional advanced procedures. The surgical services expansion will accommodate both the need and the expertise to perform these procedures. The Foundation also continued its pledge toward the Tanner Heart and Vascular Center expansion. Tanner Heart and Vascular Center provides the community with convenient access to state-of-the-art cardiac resources, as well as diagnosis, treatment, rehabilitation and education. Gifts to the Tanner Medical Foundation have funded areas of Tanner's Innovative Health Education and Wellness Education Center - a six classroom facility that provides community education on a wide range of health issues, including cardiac health - as well as a quiet reflection courtyard for patients, patient families, Tanner employees and the community. The John and Barbara Tanner Cardiac Rehab Center provides rehabilitation services to patients and their families in both inpatient and outpatient environments as they recover from heart and vascular procedures. Tanner's behavioral health facility, Willowbrook at Tanner, serves patients from 74 Georgia counties, six counties in Alabama and as far away as Washington State. To address the growing need for behavioral health treatment and substance abuse services for the adolescent population, gifts to Tanner Medical Foundation supported the conversion of a wing previously used for elder adult patients. The conversion created an inpatient unit to accommodate adolescent patients of Willowbrook at Tanner. During FY 2012, Tanner Medical Foundation secured grants that augmented donor gifts for essential capital improvements including an expansion of support services for Tanner patients living with chronic disease such as heart disease, cancer, and diabetes. According to the Center for Disease Control and Prevention, chronic diseases are the leading causes of death and disability in the United States. An additional grant was awarded for the renovation of the emergency department of Higgins General Hospital, a 25-bed critical access hospital that offers inpatient as well as outpatient medical services, including a 24-hour emergency department. CHARITY CARE According to the Bureau of Labor Statistics, Georgia outpaced the national unemployment rate by 1.2% in 2011, ending the year at 9.7%. The communities served by Tanner Health System exceeded the state average, frequently topping 10% during 2011, fueling an expanded need for charity care among uninsured and underinsured citizens. Donations to Tanner Medical Foundation provided assistance to indigent cancer patients, multiple sclerosis patients and other Tanner patients with medication, treatment and expenses related to their medical conditions. Almost 100 patients who could not otherwise afford it received help getting the medications they needed. Mammogram screenings were another vital area of charity care supported by Tanner Medical Foundation donors. One woman in eight has a chance of developing breast cancer, and one in 33 will die from this treatable disease. Within Tanner's nine county service area: -4 counties have a higher rate of breast cancer incidents than the national average. -3 counties have a higher rate of breast cancer incidents than the national average. -3 counties have a higher rate of breast cancer deaths than the national average. It's estimated that one-third of all breast cancer deaths in America each year could be prevented by early detection. Unfortunately for many area women, the cost of an annual mammogram is more than they can afford, putting this essential screening beyond their grasp and possibly allowing the cancer to grow and spread undetected. Gifts to Tanner Medical Foundation made possible mammograms for 214 area women during the past year. Hospice care is another significant need in communities served by Tanner Health System. During FY12, Tanner Hospice Care served 6,200 patients. Through contributions to Tanner Medical Foundation, Tanner Hospice Care - the region's only community-based, nonprofit hospice care provider - continued in its capacity to provide hospice services to every area resident who needed it, regardless of ability to pay. Funds also helped to outfit a new workspace for the Tanner Hospice Care Team, along with space for the service to host grief support sessions and more for the loved ones of the people who need their care. Through generous donor support, $25,000 in funding was made available for cardiac diagnostics, treatment and rehabilitation services for patients who otherwise could not afford this care. During 2011, Tanner Health Service provided over $2.2 million in uncompensated cardiac diagnostic and intervention for indigent patients. The support made available through Tanner Medical Foundation in FY2011 was fully utilized to assist numerous patients who could not afford these cardiac diagnostic tests. ADDITIONAL COMMUNITY HEALTHCARE PRIORITIES Women and heart disease: Tanner Medical Foundation secured grants to provide education and screenings for 200 area women at Dressed for Heart Success, an event that featured a fun and entertaining approach to addressing women and heart disease. The event included presentations from three cardiologists, as well as a vascular surgeon and a gynecologist discussing risk factors and treatments for cardiovascular problems and heart disease. W. Steve Worthy maternity Center: Gifts made to Tanner Medical Foundation allowed Tanner to provide new beds for fathers to stay in the room with their new families, as well as to provide car safety seats to families who could not afford them, purchase blood pressure monitors, blanket warmers and more, helping Tanner provide the best possible care for mothers and newborns in this area. Courage Kits: To help women cope with their diagnosis and excel through treatment, Tanner Breast Health's Courage Kit help women track their treatments, remember questions to ask their care providers and provides extensive resources, organized and indexed at their fingertips. Gifts made through Tanner Medical Foundation enabled Tanner Breast Health to provide these special courage kits to 75 women during the past year. Willowbrook at Tanner: When Willowbrooke at Tanner opened three years ago, it was the first new inpatient behavioral health facility built in Georgia in more than 20 years. Willowbrooke at Tanner provides inpatient and outpatient treatment for adults, children and adolescents with a wide range of behavioral health problems. During FY12, gifts to Tanner Medical Foundation provided funding for expressive therapy supplies, equine therapy and an innovative program to support relatives raising children as their parents. For many children and adults, the effects of mental illness are better expressed through art than through words. With expressive therapy, emotions and thoughts can be explored by patients in a variety of ways and analyzed by expressive therapists to help patients get the most benefit from their treatment. Through donations to Tanner Medical Foundation, art supplies were provided to 1,243 patients at Willowbrooke At Tanner during FY2012. For people coping with mental illness, interactions with a horse through equine therapy, provides a special insight into how their actions appear to others. A grant to Tanner Medical Foundation this year allowed Willowbrooke at Tanner to provide innovative equine therapy services to 98 patients. Through gifts to Tanner Medical Foundation, Tanner Behavioral Health provides a free support and education Relatives as Parents Program, or RAPP. The program addresses issues such as legal rights, roles and responsibilities, discipline and anger management, legal advocacy, taxes and other real life questions and situations for relatives raising children as their parents. Medical Scholarships: Tanner Medical Foundation has partnered with Tanner Health System to provide three scholarships to students in medical school and one for a student in nursing school, to help ensure the medical expertise needed to serve the west Georgia region will continue to be available in the future. Harmony for Healing: Tanner's approach to treating the whole patient, and not just his or her illness, was supported through gifts to Tanner's Harmony for Healing Music therapy program. More than 175 performances were given by volunteers for Tanner patients, their loved ones, members of the community, employees and medical staff at Tanner Medical Center/Carrollton. Donations to Tanner Medical Foundation: Donations to Tanner Medical are received from individuals, businesses, civic organizations, churches and foundations to fund new programs, services and technologies. Gifts to the Foundation are made through outright gifts, tribute gifts, grants, named gifts, estate gifts, community partner events. Tanner employees share the commitment to support Tanner Health system in its delivery of quality healthcare services through their donations to the Heartbeat Employee Giving Program. To date, team members have given more than $1 million to support Tanner Medical Foundation-S Humanitarian Fund and the programs and services of Tanner Health System. The compassionate contributors of Tanner Medical Foundation ensure the 60-year legacy of quality healthcare provided by Tanner Health System continues. Gifts from Tanner Medical Foundation augment the commitment made by Tanner Health System to provide care to every member of the community, regardless of their ability to pay. This commitment is embodied by $63 million in indigent and charity care provided by Tanner Health System in the last fiscal year alone for those who need, but cannot otherwise afford, quality healthcare services. ELECTION OF MEMBERS AND THEIR RIGHTS Form 990, Part VI, Line 7A All directors of the corporation shall be appointed by the Board of directors of Tanner Health System, Inc. aka Tanner Medical Center, Inc. DECISIONS SUBJECT TO APPROVAL OF MEMBERS For 990, Part VI, Line 7B The adoption of, and any amendment to the by-laws must be approved by the Board of Directors of Tanner Health System, Inc. aka Tanner Medical Center, Inc. ORGANIZATION'S PROCESS TO REVIEW FORM 990 Form 990, Part VI, Line 11B A draft copy is reviewed by the Foundation's CEO. The final version is presented to the Finance Committee for review and questions. Management will then present the return at the next Board Meeting to the full Board after filing with the Internal Revenue Service. ENFORCEMENT OF CONFLICTS POLICY Form 990, Part VI, Line 12C The Foundation follows its supported organization's (Tanner Medical Center, Inc.) policy. COMPENSATION PROCESS FOR TOP OFFICIAL Form 990, Part VI, Line 15A The review process for determining compensation of the Executive and other Officers is conducted by an outside independent company. GOVERNING DOCUMENTS DISCLOSURE Form 990, VI, Line 19 The organization makes available its governing documents, conflict of interest policy and financial statements to members of the public who present their request at the administrative office of the organization. AVERAGE HOURS WORKED AT RELATED ORGANIZATIONS Form 990, Part VII Average hours spent at related organizations: Loy Howard 40 hours Denise Taylor 20 hours OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 5 NET UNREALIZED LOSS ON INVESTMENTS (162,849) PRIOR PERIOD ADJUSTMENT - NO TAX EFFECT (80,897) ----------- TOTAL (243,746) =========== TANNER MEDICAL CENTER 705 DIXIE STREET CARROLLTON GA 30117 581791049 HOSPITAL GA 501(C)(3) 3 NA false TMCWEST GEORGIA CARDIOLOGY INC 705 DIXIE STREET CARROLLTON GA 30117 582555827 HEALTHCARE GA NA C TMCINTERNAL MEDICINE ASSOCIATES 705 DIXIE STREET CARROLLTON GA 30117 582453300 HEALTHCARE GA NA C TMCTOTAL CARE FAMILY MEDICINE INC 705 DIXIE STREET CARROLLTON GA 30117 203604679 HEALTHCARE GA NA C TMCBUCHANAN FAMILY HEALTHCARE 705 DIXIE STREET CARROLLTON GA 30117 582502339 HEALTHCARE GA NA C TMCWEST GEORGIA PEDIATRICS INC 705 DIXIE STREET CARROLLTON GA 30117 582362405 HEALTHCARE GA NA C false true false false false false false false false false true false false true false true false false