2024-11-12T09:00:21-07:00 2023-12-31 135565207 KPMG LLP 500 W 5th Street Ste 800 Winston Salem NC 27101 990 2023-01-01 590634433 THE NEMOURS FOUNDATION NEMO 9046974100 10140 Centurion Parkway North Jacksonville FL 32256 Rodney A McKendree EVP, CFO and Business Svcs Officer 9046974100 2024-11-04 1 1 Brian Kearns P02061479 3364337102 2024-11-02 2023 2024-10-15 13:58:12Z R Lawrence Moss MD 10140 Centurion Parkway North Jacksonville FL 32256 2236332566 0 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. 11 11 10441 1233 -64212 -186016 329617588 331577707 1466937573 1624837287 62816464 46290145 78889158 83266926 1938260783 2085972065 16015329 33875831 0 0 1048914191 1154431635 1340000 1223000 13443195 587075300 639040558 1653344820 1828571024 284915963 257401041 2774227208 3058493548 786419538 767862302 1987807670 2290631246 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 1482584981 33875831 1705278478 See Schedule H, Part VI 0 0 0 1482584981 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 1 1 0 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 1 937 0 1 10441 1 1 1 1 CJ MP SN 0 0 1 1 1 1 0 0 0 0 0 0 1 0 X 11 11 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT FL GA HI IL KS KY MA MD MI MN MS NC ND NH NJ NM NV NY OH OR PA RI SC TN UT VA WA WI WV X Rodney McKendree CFO 9046974100 10140 Centurion Parkway North Jacksonville FL 32256 R Lawrence Moss MD President and CEO 40 0 X 2338500 0 313109 Christian Pizarro MD Chair, Dept of Cardiac Services, DV 40 0 X 2280123 0 49044 Peter D Wearden MD Chair, Cardiovascular Svcs FL, Dir of Early Autism 40 0 X 1818761 0 33729 Robert D Bridges Former Officer (End Dec '22) 0 0 X 1617233 0 65893 Mark Mumford EVP, Chief Operating Officer 40 1 X 1498626 0 178584 Suken A Shah MD Chair, Orthopedics, DV 40 0 X 1394331 0 53189 Rodney A McKendree EVP, CFO and Business Svcs Officer 40 3 X 1248488 0 180251 Mary Lee MD EVP, Chief Phys & Scientific Officer (To Apr '23) 40 1 X 1210581 0 23878 Gary Josephson MD VP, Chief Medical Officer, NFL 40 0 X 1066713 0 107887 Michael J Erhard MD President, North FL Region (To Apr '23) 40 5 X 1005928 0 159561 Katherine Deans MD Surgeon in Chief 40 0 X 1088216 0 48899 James Digan EVP, Chief Development Officer (To Apr '23) 40 0 X 975757 0 128221 Martha G McGill President, Central FL Region (To Apr '23) 40 1 X 857933 0 139354 Gina Altieri EVP, Chief Communications Officer (To Apr '23) 40 0 X 804656 0 113074 Chiedu P Adebi EVP, Chief Human Resources Officer (To Apr '23) 40 0 X 741416 0 128100 Jane M Mericle EVP, Chief Nursing Exec & Pt Ops (To Apr '23) 40 0 X 777206 0 30953 Kara Walker EVP, Chief Population Health Officer (To Apr '23) 40 0 X 678170 0 102330 Bernard E Rice SVP, Chief Information Officer 40 0 X 658821 0 113932 Laura A Kowal SVP, General Counsel 40 4 X 603012 0 88826 Carrie Grant EVP, Chief Nursing Exec, FL Ops (To Apr '23) 40 0 X 620714 0 43170 Pauline M Corso SVP, Chief Operating Officer, DV 40 0 X 540685 0 93161 William W Higginbotham II SVP, Finance 40 8 X 520224 0 96529 Cindy Bo SVP, Strategy and Business Dev, DV 40 0 X 513135 0 81716 Kevin Carraccio SVP, Philanthropy 40 0 X 547013 0 25543 Margaret Hostetter Interim Exec Dir, Clinical and Research (To Jul '23) 40 0 X 503040 0 11976 Thomas Landmeier SVP, Chief Marketing Officer 40 0 X 398528 0 68937 Aaron Carpenter SVP, Chief Nursing and Patient Ops, DV 40 0 X 334887 0 54119 Anna Small SVP, Chief Compliance Officer 40 0 X 316205 0 69321 Hans Alvarez SVP, Audit Service 40 0 X 269234 0 60023 Nicole Johnson SVP, Chief Nursing and Patient Ops, CFL 40 0 X 279002 0 40718 Matthew Davis Enterprise Chief Physician & Scientific Officer 40 0 X 188238 0 1771 Hugh M Durden Member 4 12 X 0 168285 0 Terri Kelly Member 0 10 X 0 161152 0 Thomas G Kuntz Member Director 8 10 X 0 154340 0 John S Lord Member (To Oct '23) 2 15.00 X 0 153931 0 Geoffrey M Rogers Member Director 8 10 X 0 153641 0 Robert Riney Member 0 9 X 0 153546 0 Jennifer Bayne Manager Governance Office 40 0 X 132489 0 19547 Cameron S Morrow Assistant Treasurer 40 0 X 126549 0 23428 Harold Mills Chairman of the Board and Officer 3 1 X X 90000 0 0 James S Hunt Director 10 0 X 90000 0 0 Gwen MacKenzie Director 2 0 X 85000 0 0 Richard Walsh Vice Chairman of the Board and Officer 5 2 X X 75000 0 0 Valerie Montgomery Rice Director 2 0 X 75000 0 0 Jane Cavalier Luca Director 6 0 X 75000 0 0 Claire DeMatteis Director 1 0 X 70000 0 0 Elliot Joseph Director 2 0 X 60000 0 0 William F D'Alonzo Director 3 0 X 60000 0 0 Linda D Norman Director (To Jan '23) 0 0 X 7750 0 0 28642164 944895 2748773 2772 1 1 0 HSC Builders and Construction Manager 340 New Mill Lane Exton PA 19341 Building & Construction 22353558 AMN Healthcare Inc Lockbox 2735 Collection Center Drive Chicago IL 60693 Temp Staffing 21086940 Turner Construction Company 1500 Spring Garden St Ste 220 Philadelphia PA 19130 Building & Construction 20074604 Crothall Health Care Inc 13028 Collection Center Drive Chicago IL 60693 Housekeeping & Laundry SV 11486076 Marsh and Mclennan Agency J Smith Lanier PO Box 744833 Atlanta GA 30374 Insurance Agency 9244346 261 0 0 838164 245948026 0 84791517 88381 331577707 Gross patient revenue 900099 4562957027 4562957027 0 0 Patient deductions 900099 -2924264202 -2924264202 0 0 Provisions for bad debts 900099 -47670939 -47670939 0 0 Net research grants 900099 33084618 33084618 0 0 Electronic health record revenue 900099 730783 730783 0 0 0 0 0 0 1624837287 37746487 0 -64212 37810699 0 0 0 0 2588946 0 0 2588946 604214 0 0 0 604214 0 604214 0 0 604214 158481790 0 149938132 0 8543658 0 8543658 0 0 8543658 54944 838164 422369 -367425 0 -367425 0 0 0 0 0 0 0 0 0 0 0 0 Specialized services 900099 64458270 64458270 0 0 Continuing medical education 900099 9578688 9578688 0 0 6404233 6404233 0 0 80441191 2085972065 1705278478 -64212 49180092 33366720 33366720 509111 509111 0 0 0 0 21766919 0 21766919 0 3771591 0 3771591 0 908315103 758167809 144361132 5786162 50179778 41884906 7975216 319656 111277965 92883373 17685727 708865 59120279 49347514 9396156 376609 0 0 0 0 5104420 3157657 1827311 119452 911559 563902 326325 21332 532201 0 532201 0 1223000 1223000 0 0 0 0 124703521 91408557 31635887 1659077 12312311 9519736 1303955 1488620 189067547 166855252 21747033 465262 33782376 20759094 12981124 42158 0 0 0 0 49515838 40517731 8836410 161697 8392485 7723686 460989 207810 0 0 0 0 4126783 3616628 450171 59984 12108394 12108394 0 0 0 0 0 0 94163824 69233362 24798768 131694 38259272 29819094 8440178 Subscriptions (Databases, magazines & books) 21717463 19247937 2419574 49952 Maintenance contracts - Miscellaneous 10876174 5294458 5581536 180 Repairs and maintenance 10474188 5098774 5375241 173 Employee recruitment and advertising 4335470 4040603 184625 110242 18656732 17460683 684779 511270 1828571024 1482584981 332542848 13443195 67950267 49051014 608511430 496050436 39381062 110432937 318791935 368928306 0 0 0 0 0 0 7902619 9131762 22549888 28323657 2119811800 1072511745 1023293191 1047300055 455957749 678212118 151879280 188108887 0 0 2973436 3001216 75036351 79953160 2774227208 3058493548 177294295 196904344 0 0 4859599 11608297 241656116 231647551 0 0 0 0 90475000 89025000 0 0 272134528 238677110 786419538 767862302 X 1683107487 1887356310 304700183 403274936 1987807670 2290631246 2774227208 3058493548 X 257401041 41314277 0 0 0 4108258 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6369 777605 783974 1827787050 1828571024 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 871633 723559 666062 783974 3045228 250000 250000 250000 250000 1000000 1500000 2000 2000 2000 6369 12369 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 276472301 31659934 30827555 0 15474597 139355 323345838 296151738 13233799 -19384974 0 13196904 331358 276472301 266295711 7261140 36100619 0 13300185 205547 296151738 249508774 6734086 22659042 0 12431024 175167 266295711 218594430 9610720 31666343 0 10157031 205688 249508774 0 0.107 0.893 0 0 88595 111921207 112009802 0 884668947 412090144 472578803 0 64453892 34483275 29970617 0 1010820791 625938326 384882465 0 47858368 0 47858368 1047300055 Distressed Debt 28346554 F Hedge Funds 63265604 F Private Equity 62379787 F Real Assets 34116942 F 188108887 Self-insurance reserves 108872119 Operating leases 77839786 Liabilities for pension benefits 51965205 238677110 X 2067927034 21481064 0 0 58071546 79552610 1988374424 0 97597641 97597641 2085972065 1881001163 0 0 0 52430139 52430139 1828571024 0 0 0 1828571024 Schedule D, Part III, Line 4 The Nemours Estate is the 300-acre estate of the late industrialist and philanthropist Alfred I. duPont. The mansion is located on the grounds of the renowned Nemours Children's Hospital, Delaware (NCH-DE) in Wilmington, Delaware. It derives its name from the town in France represented by Mr. duPont's great-great-grandfather, Pierre Samuel duPont de Nemour. The mansion was built from 1909 to 1910 and is a fine example of a French chateau in the style of Louis XVI. The 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, orthopedic, dental, sickle cell, cancer health equity and research. Schedule D, Part X, Line 2 Per the Nemours consolidated audited financial statements footnote 2(q), Nemours, Nemours New Jersey Physican Practice PC (NJPP), Pediatric Medical Services of Florida Inc (PMSI), Delaware Children's Health Network (DCHN) and Cruden are exempt from federal income taxes on related income under Section 501(a) of the Internal Revenue Code as organization described in Section 501(c)(3) and are also exempt from state income taxes. Dornoch is exempted through 2042 from all local income, profit or capital gains taxes under the Cayman Islands Tax Concessions Law. Management believes that the unrelated business income generated by Nemours is not material to the combined financial statements. Schedule D, Part XI, Line 2d Net assets released from restriction - Ed Ball $6,930,848 plus Net assets released from restriction - donations $3,938,358 plus Nemours New Jersey Physicians Practice PC (subsidiary) total revenue $14,480,553 plus Pediatric Medical Services of Florida Inc (subsidiary) total revenue $32,721,787 equals $58,071,546. Schedule D, Part XI, Line 4b Temporarily restricted contributions and pledges $83,176,445 plus temporarily restricted investment income $4,696,015 plus temporarily restricted realized gains $6,298,326 plus Pediatric Medical Services of Florida Inc (subsidiary) management fees $4,373,283 less fundraising expenses $422,369 less temporarily restricted investment expenses $139,355 less Pediatric Medical Services of Florida Inc (PMSI) temporarily restricted release from restriction - donations $384,704 equals $97,597,641. Schedule D, Part XII, Line 2d Pediatric Medical Services of Florida Inc (subsidiary) operating expenses $39,479,508 plus Nemours New Jersey Physician Practice PC (subsidiary) operating expenses $16,901,545 plus fundraising expenses $422,369 less Pediatric Medical Services of Florida Inc management fee $4,373,283 equals $52,430,139. Europe (including Iceland and Greenland) 0 0 Investments 74291599 East Asia and the Pacific 0 0 Investments 20319476 North America (including Canada and Mexico, but not the United States) 0 0 Investments 12335334 South America 0 0 Investments 11636698 Central America and the Caribbean 0 0 Investments 9076377 Middle East and North Africa 0 0 Investments 5741488 Sub-Saharan Africa 0 0 Investments 4999459 Russia and Neighboring States 0 0 Investments 2941439 South Asia 0 0 Investments 2512223 Europe (including Iceland and Greenland) 0 0 Program Services Investment Management 94599 Sub-Saharan Africa 0 0 Program Services Investment Management 1372 0 0 143950064 1 0 1 1 1 1 X X X X X X X 1 Innovairre Studios Inc 528 Route 13 Suite 200 Milford NH 03055 Provides consulting and production services to optimize fundraising 0 1086963 56000 1030963 Community Counselling Service Co Inc 2001 Market Street Suite 2500 Philadelphia PA 19103 Provides consulting to optimize current and implement new fundraising events. 0 0 996000 -996000 Gobel Group 400 Old Forge lane Suite 4081 Kennett Square PA 19348 Provides consulting to optimize current and implement new fundraising events. 0 125800 171000 -45200 1212763 1223000 -10237 AK AL AR CA CO CT DC FL GA HI IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN TX UT VA WA WI WV 2023 DE Golf 285504 231300 54204 0 0 0 42219 0 15193 2023 Four Seasons Golf 365907 254282 111625 0 0 31848 65108 20548 4915 11 241697 352582 -110885 0 0 61047 80037 29307 72147 893108 838164 54944 0 0 92895 187364 49855 92255 422369 -367425 1 1 X 1 X 2.5 1 X 1 1 0 1 1 8565923 -11221191 19787114 0.0106 903449677 795397151 108052526 0.0574 0 0 0 0 0 0 912015600 784175960 127839640 0.0680 21036274 4634545 16401729 0.0087 12064147 7739493 4324654 0.0023 0 0 0 0 64893657 22162547 42731110 0.0227 35328888 0 35328888 0.0188 0 0 133322966 34536585 98786381 0.0525 0 0 1045338566 818712545 226626021 0.1205 0 0 0 1722057 2044578 -322521 X 1 1 2 1 Nemours Children's Hospital Delaware 1600 Rockland Road Wilmington DE 19803 www.nemours.org HSPTL-003; DE X X A 2 Nemours Children's Hospital Florida 6535 Nemours Pkwy Orlando FL 32827 www.nemours.org 4509; FL X X A A 0 0 1 X X X X X X X X X 22 1 0 0 1 X www.nemours.org/about/community-health-needs.html X 1 22 1 www.nemours.org/about/community-health-needs.html 0 0 1 X 250 300 X X X 1 1 X X X 1 X See Section C, Line 16 X See Section C, Line 16 X See Section C, Line 16 X X X X X X 1 X 0 X X X 1 X 0 0 Schedule H, Part V, Section B, Line 3-Group A Nemours conducted a Child & Adolescent Community Health Needs Assessment (CHNA) in 2022 for Nemours Children's Hospital, Delaware (NCH-DE) and Nemours Children's Hospital, Florida (NCH-FL). The CHNA reports can be found at https://www.nemours.org/about/community-health-needs.html. Schedule H, Part V, Section B, Line 5-Group A As part of the Child & Adolescent Community Health Needs Assessment (CHNA), Nemours solicited information online from the community and multiple key informants/stakeholders: public health representatives, physicians, other health providers, social service providers, education representatives, and community and business leaders. A list of these key informants can be found in the Nemours CHNA. Schedule H, Part V, Section B, Line 11-Group A See the implementation plan and progress reports located at https://www.nemours.org/about/community-health-needs.html Schedule H, Part V, Section B, Line 16-Group A http://www.nemours.org/patientfamily/financialassistance.html Schedule H, Part V, Section B, Line 20a-Group A Nemours does not use any ECAs. 1 Nemours Children's Health Wilmington Nemours Children's Hospital Delaware 1600 Rockland Road Wilmington DE 19803 PEDIATRIC PRIMARY CARE, SPECIALTY CARE CLINIC AND SENIOR CARE Nemours Children's Health Downtown Orlando 1717 South Orange Avenue Orlando FL 32806 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Health Lake Mary 3300 West Lake Mary Blvd Suite 100 Lake Mary FL 32746 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Health Narcoossee Road 9368 Narcoossee Road Suite 105 Orlando FL 32827 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Health Oak Street 841 E Oak St Kissimmee FL 34744 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Health Winter Garden 2020 Daniels Road Suite B Winter Garden FL 34787 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Health Melbourne 1270 N Wickham Road Melbourne FL 32935 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Health Jacksonville 807 Childrens Way Jacksonville FL 32207 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Health Daytona Beach Easter Seals Building 1219 Dunn Ave Daytona Beach FL 32114 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Health Fleming Island Baptist Clay Medical Center Campus 1747 Baptist Clay Drive Suite 130 Fleming Island FL 32003 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Health Jacksonville South 14785 Old St Augustine Rd Suite 200 Jacksonville FL 32258 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Health Lake City 164 NW Madison St Lake City FL 32055 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Health Nocatee 400 Colonnade Drive Suite 230 Ponte Vedra FL 32081 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Health Pensacola 8331 North Davis Highway Pensacola FL 32514 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Health Bonifay 3120 Southride Lane Bonifay FL 32425 PEDIATRIC SPECIALITY CARE CLINIC Nemours Children's Health Ft Walton Beach 922 Mar Walt Drive Suite 100 Ft Walton Beach FL 32547 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Health Tallahassee 2418 E Plaza Drive Tallahassee FL 32308 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Health Panama City 2202 State Ave Suite 102 Panama City FL 32405 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Health Milford 101 Wellness Way Milford DE 19963 PEDIATRIC PRIMARY CARE, SPECIALTY CARE, AND SENIOR CARE CLINIC Nemours Children's Health Philadelphia 833 Chestnut St E Suite 300 Philadelphia PA 19107 PEDIATRIC PRIMARY CARE CLINIC AND SPECIALTY CARE CLINIC Nemours Children's Health Paoli 1676 Lancaster Ave Paoli PA 19301 PEDIATRIC PRIMARY CARE CLINIC Nemours Children's Health Middletown 200 Cleaver Farm Road Suite 201 Middletown DE 19709 PEDIATRIC PRIMARY CARE CLINIC Nemours Children's Health Radnor Villanova Center 789 E Lancaster Ave Suite 10 Philadelphia PA 19085 PEDIATRIC PRIMARY CARE CLINIC Nemours Children's Health Dover 201 Towne Centre Drive Suite 500 Dover DE 19904 PEDIATRIC PRIMARY CARE CLINIC Nemours Children's Health Newark 200 Biddle Ave Suite 100 Newark DE 19702 PEDIATRIC PRIMARY CARE CLINIC Nemours Chlidren's Health Seaford 49 Fallon Ave Seaford DE 19973 PEDIATRIC PRIMARY CARE CLINIC Nemours Children's Health Saint Francis Saint Francis Medical Services Building 701 N Clayton St Suite 400 Wilmington DE 19805 PEDIATRIC PRIMARY CARE CLINIC Nemours Children's Health Foulk Road Foulkstone Plaza 1405 Foulk Road Suite 101 Wilmington DE 19803 PEDIATRIC PRIMARY CARE CLINIC Nemours Children's Health Media 295 E Baltimore Ave Media PA 19063 PEDIATRIC PRIMARY CARE CLINIC Nemours Children's Health Collegeville 100 Campus Drive Building A Collegeville PA 19426 PEDIATRIC PRIMARY CARE CLINIC Nemours Children's Health Jessup Street 1602 N Jessup St Wilmington DE 19802 PEDIATRIC PRIMARY CARE CLINIC Nemours Children's Health Pike Creek 100 S Riding Blvd 1st Floor Wilmington DE 19808 PEDIATRIC PRIMARY CARE CLINIC Nemours Children's Health Ardmore 233 E Lancaster Ave Suite 300 Ardmore PA 19003 PEDIATRIC PRIMARY CARE CLINIC Nemours Children's Health Concordville 477 Wilmington West Chester Pike Suite A01 Glen Mills PA 19342 PEDIATRIC PRIMARY CARE CLINIC Nemours Children's Health Becks Woods 141 Becks Woods Drive Bear DE 19701 PEDIATRIC PRIMARY CARE CLINIC Nemours Children's Health Exton 101 Arrandale Blvd Suite 103 Exton PA 19341 PEDIATRIC PRIMARY CARE CLINIC Nemours Children's Health Abingdon 1245 Highland Ave Suite 204 Abingdon PA 19001 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Health Broomall 2932 Springfield Road Broomall PA 19008 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Health Millsboro 30265 Commerce Drive Suite 101 Millsboro DE 19966 PEDIATRIC PRIMARY CARE CLINIC Nemours Children's Health Glen Mills 101 Applied Bank Blvd Suite 11 Glen Mills PA 19342 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Health Osceola 750 Centerview Blvd Kissimmee FL 34741 PEDIATRIC URGENT CARE CLINIC Nemours Children's Health Riverfront Fieldhouse 401 Garasches Lane Wilmington DE 19801 SPORTS MEDICINE Nemours Children's Health Newton Square Main Line Health Center 3855 West Chester Pike Suite 280 Newtown Square PA 19073 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Health Oregon Pike 1834 Oregon Pike Suite 20 Lancaster PA 17603 PEDIATRIC SPECIALTY CARE CLINIC Schedule H, Part I, Line 6a The Nemours 2023 digital Community Benefit and Impact entitled, "The Future Starts Now" can be found at https://nemoursreport.org/impact/. Schedule H, Part I, Line 7 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, Financial Assistance at Cost, Worksheet 2, Ratio of Patient Care Cost-to-Charges and Worksheet 3, Unreimbursed Medicaid and Other Means-Tested Government Health Programs. Schedule H, Part I, Line 7a Financial Assistance at Cost - 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." COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS: During 2023, Nemours continued to focus on leadership and programs dealing with not just health care, but also areas of children's health promotion and disease prevention. Through various programs, Nemours subsidized prevention and children's health programs totaling nearly $10.2 million. Nemours provided a variety of community health services for Delaware's low-income senior citizens of approximately $6.2 million. These outpatient health care services included dental care, eye examinations and eyeglasses, as well as hearing tests and hearing aids at the Nemours Senior Care. RESEARCH: Nemours continues to improve children's 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 approximates $42.7 million during 2023. EDUCATION & TRAINING FOR HEALTHCARE PROFESSIONALS: Nemours supported education and training programs for health professionals of nearly $4.3 million. UNCOMPENSATED MEDICAL CARE: Nemours' services classified as charity care or where the recipient could not afford services or lacked adequate health insurance, was nearly $19.7 million in 2023. Nemours also covers the costs in excess of government payments for services provided to Medicaid and other public health beneficiaries of approximately $108.1 million. All totaled, uncompensated care for 2023 approximates $127.8 million. Schedule H, Part III, Section A, Line 2 Implicit Price Concessions are calculated according to Generally Accepted Accounting Principles (GAAP). Schedule H, Part III, Section A, Line 4 In the Nemours Children's Hospital, Delaware and Nemours Children's Hospital, Florida audited financial statements, see footnote 2 located on pages 13 and 39 respectively, for a description of implicit price concession. 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 2023 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), 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 CHNA can be found at https://www.nemours.org/about/community-health-needs.html. 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 violence prevention and food insecurity. Areas of opportunity in Central Florida: access to health services, infant health and mental health. Nemours seeks to educate families about children's health and parenting through its website (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 https://www.nemours.org/patientfamily/financialassistance.html. Nemours employs Financial Advocates, as well as engages independent firms (collectively referred to as Financial Advocates) to assist in determining Medicaid eligibility. The Financial Advocates, some of whom are multi-lingual, work with families to educate and/or assist them with form completion regarding any program for which they might be eligible, including federal, state, or local government programs available in our service areas. Patients that are identified as uninsured upon scheduling for an appointment at one of our practices or are admitted to or present to the emergency room at NCH-DE or NCH-FL as uninsured are referred to a Financial Advocate to screen for Medicaid eligibility and/or Nemours' Financial Assistance Program. The Financial Advocates follow up directly with the respective State agency within their service area regarding their decision/determination. In certain situations, qualified personnel may go to the family's home. In some instances, Financial Advocates will ask for and receive written consent, 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 first. Through that process, Nemours assesses eligibility for our Financial Assistance 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 Advocates. Personnel at NCH-DE have also established the Family Advisory Council (FAC), a group of parents whose children have had services at NCH-DE. The purpose of the FAC is to obtain feedback from families about additional ways Nemours can assist, to include but not limited to, financial eligibility issues, etc . In addition, this information is now offered on the Nemours App. In an effort to perform proactive outreach in the Delaware Valley, Nemours' Financial Advocates are available to support 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 support focuses on educating staff about the various funding sources for which patients may be eligible. Nemours is Community Partners with Delaware, Pennsylvania, and Florida State Medicaid agencies. Schedule H, Part VI, Line 4 Nemours' clinical operations include two children's hospitals and multiple outpatient clinics. In Wilmington, Delaware, Nemours operates specialty and primary care children's clinics and a health clinic for the elderly. Nemours' service area includes 31 counties throughout Delaware, southeastern Pennsylvania, southern New Jersey, and eastern Maryland . Based on the April 2020 Population Census results, an estimated 202,900 children and youth under the age of 18 lived in Delaware (https://www.census.gov/quickfacts/DE) compromising approximately 20.5% of the area's total population (US Census Bureau, 2020). In 2023, Delaware's under-18 population was comprised primarily of 45% Non-Hispanic White, 26% Non-Hispanic Black and 19% Hispanic/Latino (datacenter.KidsCount.org, 2023) compared to 48% Non-Hispanic White, 14% Non-Hispanic Black and 26% Hispanic/Latino nationally (KidsCount, 2023). Household income level can have a significant impact on the health status of children living in the household. Overall, the percentage of children and youth in Delaware (13%) living below 100% of the Federal Poverty Level (FPL) (KidsCount, 2022) is relatively the same as the national rate of children in poverty (16%) (KidsCount, 2022). Approximately 38% of the area's children and youth live in households with incomes below 250 percent of the poverty level (KidsCount, 2022). The vast majority of children and youth in Delaware (97%) have health insurance coverage, but approximately 32% are covered by public health insurance programs such as Medicaid/CHIP (KidsCount, 2022). Nemours' clinical operations in Florida include a children's hospital in Orlando, and North and Central Florida physician practices with campuses primarily in Jacksonville, Pensacola and Orlando service areas. The majority of children and youth in Florida are Non-Hispanic White (41%) while Hispanic/Latino children make up 32% and Non-Hispanic Black children make up 19% of the population (KidsCount, 2023). A slightly larger number of children and youth in Florida (17%) live below 100% of the FPL when compared to the national rate of children in poverty (16%) (KidsCount, 2022). Approximately 50% of the State's children and youth live in households with incomes below 250 percent of the poverty level compared to the national rate of 46% (KidsCount, 2022). The vast majority of children and youth in Florida (93%) have health insurance coverage, but approximately 37% are covered by public health insurance programs such as Medicaid/CHIP which is slightly higher than the national average of 34% (KidsCount, 2022). For more information about the communities Nemours serves, please see our CHNA at https://www.nemours.org/about/why/coummunity-health-needs.html Schedule H, Part VI, Line 5 The Nemours Children's Hospital, Delaware and the Nemours Children's Hospital, Florida have open model medical staffs. Criteria for membership and clinical privileges are outlined in the Medical Staff Bylaws. Certain areas of practice are only open to practitioners employed by or under contract with Nemours and are eligible for privileges in their respective areas. Schedule H, Part VI, Line 6 Nemours is not a part 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 not required to file its Community Benefit report with the state of Delaware or Florida. However, Nemours is happy to provide access to its community report on the internet at https://www.nemours.org/about/financial-benefit-to-the-community.html. 1 ADVENTIST HEALTH SYSTEMS-SUNBELT INC 601 E ROLLINS STREET ORLANDO FL 32803 590724459 501(c)(3) 31500000 0 FMV Donation DELAWARE COMMUNITY FOUNDATION PO BOX 1636 WILMINGTON DE 19899 222804785 501(c)(3) 274550 0 FMV Donation RONALD MCDONALD HOUSE OF DELAWARE 1901 ROCKLAND RD WILMINGTON DE 19803 510295320 501(c)(3) 151660 0 FMV Donation ORANGE COUNTY PUBLIC SCHOOLS 445 W AMELIA ST ORLANDO FL 32801 596000771 501(c)(3) 105000 0 FMV Donation BLESSINGS IN A BACKPACK 4300 LAKESIDE DR UNIT 8 JACKSONVILLE FL 32210 261964620 501(c)(3) 83284 0 FMV Donation AMERICAN HEART ASSOCIATION GREATER SOUTHEAST AFFILIATE PO BOX 4002900 DES MOINES IA 50340 135613797 501(c)(3) 62393 0 FMV Donation RONALD MCDONALD HOUSE CHARITIES OF CENTRAL FLORIDA INC 1030 N ORANGE AVENUE ORLANDO FL 32801 593211250 501(c)(3) 60104 0 FMV Donation BRAVO CAMP MANAGEMENT 750 E HAVERFORD RD BRYN MAWR PA 19010 232417848 501(c)(3) 50000 0 FMV Donation REACH OUT AND READ INC 89 SOUTH STREET SUITE 201 BOSTON MA 02111 043481253 501(c)(3) 50000 0 FMV Donation FLORIDA CHILDRENS MUSEUM 600 BONNET SPRINGS BLVD LAKELAND FL 33815 592994883 501(c)(3) 50000 0 FMV Donation CHESTER COUNTY FOOD BANK 650 PENNSYLVANIA DRIVE EXTON PA 19341 270887311 501(c)(3) 40000 0 FMV Donation YMCA PO BOX 1281 HOCKESSIN DE 19707 510065748 501(c)(3) 37120 0 FMV Donation SEAN LOCKE 24 FOUNDATION 100 DEAN DRIVE NEWARK DE 19711 833231148 501(c)(3) 37096 0 FMV Donation HEALTHY FOODS FOR HEALTHY KIDS PO BOX 847 HOCKESSIN DE 19707 300444914 501(c)(3) 35000 0 FMV Donation PHILABUNDANCE 3616 SOUTH GALLOWAY STREET PHILADELPHIA PA 19148 232290505 501(c)(3) 35000 0 FMV Donation RONALD MCDONALD HOUSE CHARITIES OF JACKSONVILLE INC 824 CHILDRENS WAY JACKSONVILLE FL 32207 592625008 501(c)(3) 34750 0 FMV Donation LAKE NONA INSTITUTE INC 6900 TAVISTOCK LAKES BLVD SUITE 200 ORLANDO FL 32827 273346737 501(c)(3) 32500 0 FMV Donation CLAY COUNTY SOCCER CLUB 4387 LAKESHORE DRIVE FLEMING ISLAND FL 32003 591981194 501(c)(3) 31250 0 FMV Donation LATIN AMERICAN COMMUNITY CENTER 403 N VAN BUREN STREET ELSMERE DE 19805 237047048 501(c)(3) 31000 0 FMV Donation I AM MY SISTERS KEEPER 1500 LANCASTER AVE UNIT 2647 WILMINGTON DE 19805 303961718 501(c)(3) 30000 0 FMV Donation PHILADELPHIA CITY FUND 1400 JFK BLVD CITY HALL ROOM 267 PHILADELPHIA PA 19107 232174863 501(c)(3) 30000 0 FMV Donation ST AGNES CHURCH 233 WEST GAY STREET WEST CHESTER PA 19380 231494775 501(c)(3) 30000 0 FMV Donation MAKE A WISH PHILADELPHIA N DELAWARE AND SUSQUEHANNA 5 VALLEY SQ SUITE 210 BLUE BELL PA 19422 222755963 501(c)(3) 25000 0 FMV Donation JIM AND TABITHA FURYK FOUNDATION 5716 ST AUGUSTINE RD JACKSONVILLE FL 32207 300659382 501(c)(3) 25000 0 FMV Donation TOM COUGHLIN JAY FOUNDATION PO BOX 50798 JACKSONVILLE BEACH FL 32240 593426937 501(c)(3) 21000 0 FMV Donation SECOND HARVEST FOOD BANK 411 MERCY DRIVE ORLANDO FL 32805 592142315 501(c)(3) 17800 0 FMV Donation MAKE A WISH FOUNDATION 1020 N ORLANDO AVE SUITE 100 MAITLAND FL 32751 593235806 501(c)(3) 16000 0 FMV Donation LITTLE PEOPLE OF AMERICA 20 HORIZON DRIVE ROCHESTER NY 14625 942965067 501(c)(3) 15650 0 FMV Donation MARCH OF DIMES PO BOX 18819 ATLANTA GA 31126 131846366 501(c)(3) 15000 0 FMV Donation JACKSONVILLE SPORTS MEDICINE PROGRAM 3563 PHILIPS HIGHWAY SUITE 502 JACKSONVILLE FL 32207 592997510 501(c)(3) 13750 0 FMV Donation ACADEMY HEALTH 1666 K STREET NW SUITE 1100 WASHINGTON DC 20006 521260918 501(c)(3) 12500 0 FMV Donation TODAY IS A GOOD DAY 1108 BETHLEHEM PIKE FLOURTOWN PA 19031 463231241 501(c)(3) 12500 0 FMV Donation CAMP BOGGY CREEK 30500 BRANTLEY BRANCH ROAD EUSTIS FL 32736 593012889 501(c)(3) 12500 0 FMV Donation PEDIATRIC ORTHOPAEDIC SOC OF NORTH AMERICA 1 TOWER LANE SUITE 2410 OAKBROOK TERRACE IL 60181 541323281 501(c)(3) 12200 0 FMV Donation EPILEPSY FOUNDATION OF DELAWARE 527 STANTON CHRISTIANA RD NEWARK DE 19713 516018401 501(c)(3) 11500 0 FMV Donation TRACK SHACK FITNESS CLUB INC 1013 MONTANA STREET ORLANDO FL 32803 263361402 501(c)(3) 11000 0 FMV Donation INSPIRA HEALTH FOUNDATION 159 BRIDGETON PIKE MULLICA HILL NJ 08062 222333409 501(c)(3) 11000 0 FMV Donation RUNWAY TO HOPE 189 S ORANGE AVENUE SUITE 1800 ORLANDO FL 32801 223272616 501(c)(3) 10500 0 FMV Donation AMERICAN ACADEMY OF PEDIATRICS DEVELOPMENT LOCKBOX PO BOX 776437 CHICAGO IL 60677 362275597 501(c)(3) 10000 0 FMV Donation WOLFSON CHILDRENS HOSPITAL 1325 SAN MARCO BLVD SUITE 802 JACKSONVILLE FL 32207 590747311 501(c)(3) 10000 0 FMV Donation CHILDRENS HOSPITAL OF PHILADELPHIA 3401 CIVIC CENTER BLVD PHILADELPHIA PA 19104 231352166 501(c)(3) 10000 0 FMV Donation CENTRAL FLORIDA PEDIATRIC SOCIETY 514 E AMELIA STREET ORLANDO FL 32803 237422278 501(c)(3) 10000 0 FMV Donation CHILD CANCER FUND INC 841 PRIDENTIAL DR FL 12 JACKSONVILLE FL 32207 593359840 501(c)(3) 10000 0 FMV Donation EMBRACE FAMILIES FOUNDATION 901 N LAKE DESTINY ROAD SUITE 400 MAITLAND FL 32751 463758900 501(c)(3) 10000 0 FMV Donation LIVE LIKE BELLA 2199 PONCE DE LEON BLVD SUITE 303 CORAL GABLES FL 33134 462965698 501(c)(3) 10000 0 FMV Donation A CURE FOR ROBERT INC 508 TIFFANY LANE LOUISVILLE KY 40207 851792143 501(c)(3) 10000 0 FMV Donation CROHNS AND COLITIS FOUNDATION CCFA FLORIDA CHAPTER PO BOX 701130 SAINT CLOUD FL 34770 136193105 501(c)(3) 9500 0 FMV Donation EASTER SEALS DELAWARE AND MARYLAND 22242 BAY SHORE ROAD CHESTERTOWN DE 19720 510066728 501(c)(3) 9500 0 FMV Donation SHEPHERDS HOPE INC 455 9TH STREET WINTER GARDEN FL 34787 593420727 501(c)(3) 8500 0 FMV Donation ACHE OF CENTRAL FLORIDA PO BOX 1165 ORLANDO FL 32802 300213491 501(c)(3) 8000 0 FMV Donation CLINIC FOR SPECIAL CHILDREN PO BOX 128 STRASBURG PA 17579 232555373 501(c)(3) 7500 0 FMV Donation DELAWARE BIOSCIENCE ASSOC PO BOX 7708 WILMINGTON DE 19803 204147195 501(c)(3) 7500 0 FMV Donation COOPER FOUNDATION 200 FEDERAL STREET SUITE 146 CAMDEN NJ 08103 222213715 501(c)(3) 7500 0 FMV Donation FETAL HEART SOCIETY 14750 SWEITZER LN SUITE 100 LAUREL MD 20707 472144989 501(c)(3) 7500 0 FMV Donation JEFFERSON HEALTH FOUNDATION 125 S 9TH STREET SUITE 600 PHILADELPHIA PA 19107 800550282 501(c)(3) 7500 0 FMV Donation AMERICAN ACADEMY FOR CEREBRAL PALSY AND DEV MED 555 EAST WELLS ST SUITE 1100 MILWAUKEE WI 53202 620692749 501(c)(3) 6500 0 FMV Donation HUMAN RIGHTS CAMPAIGN INC 1640 RHODE ISLAND AVE NW WASHINGTON DC 20036 521243457 501(c)(3) 6500 0 FMV Donation BIOFLORIDA INC 6742 FOREST HILL BLVD SUITE 256 WEST PALM BEACH FL 33413 593436638 501(c)(3) 6300 0 FMV Donation AMERICAN LUNG ASSOCIATION 6852 BELFORT OAKS PLACE JACKSONVILLE FL 32216 131632524 501(c)(3) 6000 0 FMV Donation STATE OF DELAWARE APPOQUINIMINK SCHOOL DISTRICT 126 MAIN STREET TOWNSEND DE 19734 516000279 501(c)(3) 6000 0 FMV Donation 60 0 Aggregate Research Patient Participation Payment 1467 506111 0 FMV Aggregate Employee Relief Fund Donations 3 3000 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 X X 0 1 X X X X 1 1 0 0 0 0 0 1 0 R Lawrence Moss MD President and CEO 1384589 0 735582 0 218329 0 275877 0 37232 0 2651609 0 214902 0 Christian Pizarro MD Chair, Dept of Cardiac Services, DV 1978583 0 298113 0 3427 0 0 0 49044 0 2329167 0 0 0 Peter D Wearden MD Chair, Cardiovascular Svcs, FL, Dir of Nemours Early Autism 1546041 0 210758 0 61962 0 0 0 33729 0 1852490 0 0 0 Robert D Bridges Former Officer (End Dec '22) 34961 0 285493 0 1296779 0 34743 0 31150 0 1683126 0 406009 0 Mark Mumford EVP, Chief Operating Officer 935972 0 522804 0 39850 0 139807 0 38777 0 1677210 0 0 0 Suken A Shah MD Chair, Orthopedics, DV 1047861 0 308400 0 38070 0 0 0 53189 0 1447520 0 0 0 Rodney A McKendree EVP, CFO and Business Svcs Officer 822072 0 289940 0 136476 0 130220 0 50031 0 1428739 0 134169 0 Mary Lee MD EVP, Chief Phys & Scientific Officer (To Apr '23) 243509 0 281451 0 685621 0 0 0 23878 0 1234459 0 55338 0 Gary Josephson MD VP, Chief Medical Officer, NFL 490215 0 88417 0 488081 0 60663 0 47224 0 1174600 0 389324 0 Michael J Erhard MD President, North FL Region (To Apr '23) 676645 0 236833 0 92450 0 104426 0 55135 0 1165489 0 62595 0 Katherine Deans MD Surgeon in Chief 933489 0 153533 0 1194 0 0 0 48899 0 1137115 0 0 0 James Digan EVP, Chief Development Officer (To Apr '23) 695666 0 256298 0 23793 0 104628 0 23593 0 1103978 0 0 0 Martha G McGill President, Central FL Region (To Apr '23) 619089 0 180839 0 58005 0 99327 0 40027 0 997287 0 54578 0 Gina Altieri EVP, Chief Communications Officer (To Apr '23) 529780 0 177919 0 96957 0 78784 0 34290 0 917730 0 93530 0 Chiedu P Adebi EVP, Chief Human Resources Officer (To Apr '23) 514416 0 178476 0 48524 0 77015 0 51085 0 869516 0 27180 0 Jane M Mericle EVP, Chief Nursing Exec & Pt Ops (To Apr '23) 451444 0 134893 0 190869 0 0 0 30953 0 808159 0 167434 0 Kara Walker EVP, Chief Population Health Officer (To Apr '23) 503216 0 174154 0 800 0 75379 0 26951 0 780500 0 0 0 Bernard E Rice SVP, Chief Information Officer 464272 0 132188 0 62361 0 60147 0 53785 0 772753 0 49419 0 Laura A Kowal SVP, General Counsel 462316 0 121463 0 19233 0 46142 0 42684 0 691838 0 0 0 Carrie Grant EVP, Chief Nursing Exec, FL Ops (To Apr '23) 117612 0 105702 0 397400 0 24660 0 18510 0 663884 0 141754 0 Pauline M Corso SVP, Chief Operating Officer, DV 402502 0 120822 0 17361 0 40210 0 52951 0 633846 0 0 0 William W Higginbotham II SVP, Finance 362922 0 108939 0 48363 0 42700 0 53829 0 616753 0 39425 0 Cindy Bo SVP, Strategy and Business Dev, DV 392825 0 119704 0 606 0 39838 0 41878 0 594851 0 0 0 Kevin Carraccio SVP, Philanthropy 396234 0 134750 0 16029 0 0 0 25543 0 572556 0 0 0 Margaret Hostetter Interim Exec Dir, Clinical and Research (To Jul '23) 503040 0 0 0 0 0 0 0 11976 0 515016 0 0 0 Thomas Landmeier SVP, Chief Marketing Officer 343742 0 53991 0 795 0 34785 0 34152 0 467465 0 0 0 Aaron Carpenter SVP, Chief Nursing and Patient Ops, DV 298471 0 24212 0 12204 0 27115 0 27004 0 389006 0 0 0 Anna Small SVP, Chief Compliance Officer 304077 0 0 0 12128 0 31184 0 38137 0 385526 0 11358 0 Hans Alvarez SVP, Audit Service 268633 0 0 0 601 0 27441 0 32582 0 329257 0 0 0 Nicole Johnson SVP, Chief Nursing and Patient Ops, CFL 202819 0 23271 0 52912 0 0 0 40718 0 319720 0 0 0 Matthew Davis Enterprise Chief Physician & Scientific Officer 106881 0 50000 0 31357 0 0 0 1771 0 190009 0 0 0 Hugh M Durden Member 0 0 0 0 0 168285 0 0 0 0 0 168285 0 0 Terri Kelly Member 0 0 0 0 0 161152 0 0 0 0 0 161152 0 0 Thomas G Kuntz Member Director 0 0 0 0 0 154340 0 0 0 0 0 154340 0 0 John S Lord Member (To Oct '23) 0 0 0 0 0 153931 0 0 0 0 0 153931 0 0 Geoffrey M Rogers Member Director 0 0 0 0 0 153641 0 0 0 0 0 153641 0 0 Robert Riney Member 0 0 0 0 0 153546 0 0 0 0 0 153546 0 0 Jennifer Bayne Manager Governance Office 132235 0 0 0 254 0 0 0 19547 0 152036 0 0 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. A Spouse's travel is covered for Nemours functions that are designated as donor cultivation, Nemours sanctioned events, or other events where the spouse is spending greater than % of their time conducting Nemours business. This includes air travel and meals. The same general travel guidelines will apply to the spouse of the CEO. Schedule J, Part I, Line 1b Nemours paid social club dues for R. Lawrence Moss MD and Jim Digan during the calendar year 2023. Expenditures for business purposes are approved pursuant to Nemours' accountable plan reimbursement policies. These individuals received reimbursements for business related expenditures associated with the social club memberships. Schedule J, Part I, Line 4 The following associates received severance payments in 2023: Robert D. Bridges (772,332), Mary Lee (526,759) and Carrie Grant (249,710). The Nemours Foundation maintained a Supplemental Executive Retirement Plan ("SERP") for a select group of management or highly compensated employees as determined by the Board of Directors. The SERP was adopted in order to provide certain key employees with non-qualified deferred compensation benefits subject to IRC section 457(f) in recognition of the services they provide. The Nemours Foundation makes discretionary contributions to the plan and may amend or terminate the plan at any time. Participants receiving distributions in 2023 include: Robert D. Bridges (406,009), Gary Josephson (389,324), R. Lawrence Moss (214,902), Jane M. Mericle (167,434), Carrie Grant (141,754), Rodney A. McKendree (134,169), Gina Altieri (93,530), Michael J. Erhard MD (62,595), Mary Lee (55,338), Martha G. McGill (54,578), Bernard E. Rice (49,419), William W. Higginbotham (39,425), Chiedu P. Abedi (27,180) and Anna Small (11,358). 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 Orange County Health Facilities Authority 521035390 6845036W0 2009-10-15 326242302 See Part VI 1 0 0 B Orange County Health Facilities Authority 521035390 999999999 2018-10-05 152105000 See Part VI 0 0 0 A 232477302 0 326242302 0 0 0 1863902 28400 0 300000000 24350000 0 2012 1 0 1 1 B 14990000 0 152105000 0 0 0 0 0 0 0 152105000 0 2018 1 0 1 1 A 0 1 1 1 1 1 0.00782 0 0.00782 1 0 1 B 0 1 1 1 1 1 0.0022 0 0.0022 1 0 1 A 0 0 0 1 1 0 0 0 1 B 0 0 0 1 1 0 0 0 1 A 1 B 1 Schedule K, Part I, Column a-10/15/2009 326,242,302 Orange County Health Facilities Authority 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, Florida and Outpatient Clinic, and related facilities, equipment, fixtures and furnishings, located in Orlando, Florida. On October 5, 2018 a portion of the bonds (Series 2009A) were defeased in the amount of $151,080,000 and were replaced by the Orange County Health Facility Authority bond issue dated October 5, 2018 (Series 2018). Schedule K, Part I, Column b-10/05/2018 152,105,000 Orange County Health Facilities Authority On October 5, 2018, Nemours entered into a legal defeasance of the Florida Authority Series 2009A bonds in the amount of $151,080,000. At the same time, the Florida Authority issued $152,105,000 in tax-exempt, fixed rate revenue bonds (Series 2018 bonds). Schedule K, Part III, Line 4-10/15/2009 326,242,302 Orange County Health Facilities Authority For the year ended December 31, 2023, private use disclosed in Schedule K, Part III Line 4 Column A is 0.782%. Included in the private use calculation is space leased for Home Office Cafeteria, a casting and a pharmacy vendor located in Nemours Children's Hospital, Florida. Schedule K, Part III, Line 4-10/05/2018 152,105,000 Orange County Health Facilities Authority For the year ended December 31, 2023, private use disclosed in Schedule K, Part III Line 4 Column B is 0.220%. Included in the private use calculation is space leased for Home Office Cafeteria, a casting and a pharmacy vendor located in Nemours Children's Hospital, Florida. Schedule K, Part IV, Line 2c-10/15/2009 326,242,302 Orange County Health Facilities Authority (A) Orange County Healthy Facilities Authority - calculation performed 12/6/2012. Schedule K, Part IV, Line 2c-10/05/2018 152,105,000 Orange County Health Facilities Authority (B) Orange County Healthy Facilities Authority - calculation performed 11/18/2019. Jennifer A Rice Family of B. Rice 244161 Employment Compensation 0 Walter Kowal Family of L. Kowal 229773 Employment Compensation 0 Michelle Koehler Family of J. D. Tyner 43265 Employment Compensation 0 Nichole Ring Family of K. Most 39509 Employment Compensation 0 Megan McGill Family of M. McGill 21461 Employment Compensation 0 Substantial Contributor Service Provider 22353558 Independent Contractor 0 Substantial Contributor Service Provider 6896679 Independent Contractor 0 Substantial Contributor Service Provider 5439068 Independent Contractor 0 Substantial Contributor Service Provider 1207848 Independent Contractor 0 Substantial Contributor Service Provider 719237 Independent Contractor 0 Substantial Contributor Service Provider 597026 Independent Contractor 0 Substantial Contributor Service Provider 480934 Independent Contractor 0 Substantial Contributor Service Provider 254195 Independent Contractor 0 Substantial Contributor Service Provider 244974 Independent Contractor 0 Substantial Contributor Service Provider 204035 Independent Contractor 0 X 145978 Cost or Sales Price X 5 88381 FMV X 3 1579 Cost or Sales Price X Miscellaneous - Toys 63 123359 Cost or Sales Price X Airfare 1 25000 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 Form 990, Part VI, Section A, Line 2 - Mr. Durden, Mr. Lord, Mr. Rogers, Mr. Kuntz, Ms. Kelly and Mr. Riney have a shared business relationship. These individuals serve as trustees of the Alfred I. duPont Charitable Trust, of which Nemours is the only charitable beneficiary and who are some of the members of Nemours. At the beginning of 2018, the Alfred I duPont Charitable Trust was granted charitable status as an IRC section 501(c)(3). Valerie Montgomery Rice, MD and Linda Norman, DSN have a shared business relationship. Linda Norman, DSN is a consultant for a nursing program at Morehouse School of Medicine where Valerie Montgomery Rice, MD is the President. Form 990, Part VI, Section A, Line 6 The Nemours Foundation's (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 Charitable 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 is made up of 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 See answer on Form 990, Part VI, Section A, Line 6. Form 990, Part VI, Section A, Line 7b See answer on Form 990, Part VI, Section A, Line 6. Form 990, Part VI, Section B, Line 11b Management distributed a draft of the 2023 Form 990 to the members of the Finance, Audit and Compliance committee in mid-October, which gave the committee members the opportunity to provide comments and ask questions with respect to the draft. Based on any feedback from the committee members, management updated the draft Form 990 and distributed it to the full board membership. Upon finalization of the return, management made a final copy of the return available to the board of directors. Form 990, Part VI, Section B, Line 12c The Nemours Foundation (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 Finance, Audit and Compliance Committee as necessary. Form 990, Part VI, Section B, Line 15 The Nemours Foundation's (Nemours) Board of Directors designated the People, Engagement and Compensation Committee (the Committee) to serve as the board committee responsible for establishing compensation practices to assure that executive compensation is reasonable and does not violate the private inurement prohibition. The practices and processes are designed to provide market-competitive compensation, to enable the board to exercise good governance oversight, and to use a review and approval process that will qualify for the rebuttable presumption of reasonableness under the federal tax law rules. The Committee annually reviews, in consultation with an independent executive compensation consulting firm specializing in healthcare and the not-for-profit industry, independently sourced benchmark market data to establish the compensation of officers, senior leadership and key employees and to align compensation with the compensation practices of organizations similar to Nemours. The Committee has established, and references, a compensation philosophy statement for senior leaders that articulates the goals of the executive compensation program, the peer group used for compensation decisions, and the targeted market position. The Board of Directors determined and approves the compensation for the CEO using the same IRS-approved rebuttable presumption process as the Committee . To indicate alignment with the compensation practices of organizations similar to Nemours, the compensation philosophy targets the market median for executives, including officers, senior leadership and key employees. Total cash compensation is also generally targeted to be at the median of Nemours' peers. Form 990, Part VI, Section C, Line 19 Generally, The Nemours Foundation (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 Florida's 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 $4,108,258. Delaware Children's Health Network LLC 1600 Rockland Road Wilmington DE 19803 833874741 Health Care DE 0 0 The Nemours Foundation Cruden Bay Risk Retention Group Inc 135 Allen Brook Lane Suite 101 Williston VT 05495 270057453 Risk Retention VT 501(c)(3) 509(a)(3) - Type 1 The Nemours Foundation 1 Pediatric Medical Services of Florida Inc 10140 Centurion Parkway Jacksonville FL 32256 453584225 Health Care FL 501(c)(3) 509(a)(2) The Nemours Foundation 1 Nemours New Jersey Physician Practice 1801 Rockland Road Wilmington DE 19803 463160718 Health Care NJ 501(c)(3) 509(a)(2) The Nemours Foundation 1 Alfred I duPont Charitable Trust 510 Alfred dupont Place Jacksonville FL 32202 590226560 Charitable Trust FL 501(c)(3) 509(a)(3) - Type 2 N/A 0 Alfred I duPont Trust UA 510 Alfred duPont Place Jacksonville FL 32202 596122734 Foundation FL 501(c)(3) PF Alfred I duPont Charitable Trust 0 SDP Special Situations LLC - Series M 1350 Bayshore Hwy Ste 905 Burlingame CA 94010 874437426 Investments CA Alfred I duPont Charitable Trust Excluded -112583 4570 0 0 0 0.0625 JMK MK SIDE CAR LP 261 Madison Ave 9th Floor New York NY 10016 832986453 Investments NY Alfred I duPont Charitable Trust Excluded -1730 160670 0 0 0 0.0421 Sprints Capital Flint LP East Wing Trafalgar Court Les Banques St Peter Port Guernsey GK GYI 3PP Investments GK Alfred I duPont Charitable Trust Excluded -726 267597 0 0 0 0.0316 Seacrest NCS Fund LP Victoria Place 31 Victoria Street Hamilton Bermuda BD HM 10 981372477 Investments BD Alfred I duPont Charitable Trust Excluded 0 0 0 0 0 0 Atalaya AIF Coinvestment Fund LP One Rockefeller Plaza 32nd Floor New York NY 10020 932752137 Investments NY Alfred I duPont Charitable Trust Excluded 225938 11275938 0 0 0 0.4722 Merewether Cyclicals Opportunities Fund LP 1900 N Pearl Street Ste 2175 Dallas TX 75201 884077024 Investments TX Alfred I duPont Charitable Trust Excluded 625480 8075587 0 0 0 0.0538 Neuberger Berman Short Duration EM Debt Fund LLC 190 South LaSalle Street Ste 2400 Chicago IL 60603 472100194 Investments IL The Nemours Foundation Excluded 736474 46393965 0 0 0 0.6503 Dornoch Sutherland Assurance LTD PO Box 1085 CJ 980404800 Captive Insurance CJ The Nemours Foundation C 1359060 19434049 1 1 0 0 1 0 0 0 0 0 0 1 1 1 1 1 1 1 1 1 1 Dornoch Sutherland Assurance LTD m 39200000 FMV Dornoch Sutherland Assurance LTD l 1000000 FMV Cruden Bay Risk Retention Group Inc l 3690000 FMV Cruden Bay Risk Retention Group Inc m 1751000 FMV Cruden Bay Risk Retention Group Inc q 1369226 FMV Pediatric Medical Services of Florida Inc r 6166019 FMV Nemours New Jersey Physician Practice r 1367332 FMV Alfred I duPont Charitable Trust c 234487573 FMV Alfred I duPont Charitable Trust q 386584 FMV The return is being filed on a timely basis. The organization filed extensions on a timely basis. Accordingly, the return was properly extended and is now being filed timely by its extended due date of November 15, 2024.