WELLSTAR HEALTH SYSTEM INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WELLSTAR HEALTH SYSTEM INC (EIN 58-1649541)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202541359349313684
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T15:32:45-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PwC US Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581649541 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLSTAR HEALTH SYSTEM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JAMES M SWARTZ | InCareOfNm |
| Business Name Control | WELL | BusinessNameControlTxt |
| Phone | 7709567827 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 793 SAWYER ROAD | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 300622222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES M SWARTZ | PersonNm |
| Person Title | VP ACCOUNTING | PersonTitleTxt |
| Phone | 7709567827 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOANNE KRUEGER | PreparerPersonNm |
| PTIN | P01235586 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CANDICE L SAUNDERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 793 SAWYER ROAD | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 300622222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,548,342,593 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.wellstar.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 11811 | TotalEmployeeCnt |
| Total Volunteers | 49 | TotalVolunteersCnt |
| Total Gross UBI | $112,831 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $24,244,164 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,059,773,848 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,371,316,211 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,466,210 | PYInvestmentIncomeAmt |
| CY Investment Income | $101,902,487 | CYInvestmentIncomeAmt |
| PY Other Revenue | $41,834,937 | PYOtherRevenueAmt |
| CY Other Revenue | $50,879,731 | CYOtherRevenueAmt |
| PY Total Revenue | $2,119,074,995 | PYTotalRevenueAmt |
| CY Total Revenue | $2,548,342,593 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,358,473 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,051,305 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,286,318,166 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,490,447,737 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,184,206 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $669,265,409 | PYOtherExpensesAmt |
| CY Other Expenses | $605,564,434 | CYOtherExpensesAmt |
| PY Total Expenses | $1,960,942,048 | PYTotalExpensesAmt |
| CY Total Expenses | $2,099,063,476 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $158,132,947 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $449,279,117 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,785,904,035 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,081,944,187 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,595,243,003 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,986,969,273 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,190,661,032 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,094,974,914 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,394,115,006 | ExpenseAmt |
| Grant | $3,051,305 | GrantAmt |
| Revenue | $2,371,316,211 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $1,394,115,006 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 11811 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES M SWARTZ | PersonNm |
| Phone | 7709567827 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 793 SAWYER ROAD | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 300622222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (95 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| CANDICE SAUNDERS | |||||||||
| PRESIDENT & CEO | 38.0 | 15.0 | Yes (X) | $4,470,894 | $0 | $115,914 | |||
| ANTHONY BUDZINSKI | |||||||||
| EVP & CFO | 38.0 | 15.0 | Yes (X) | $3,831,591 | $0 | $111,381 | |||
| LEO REICHERT | |||||||||
| EVP & GENERAL COUNSEL | 38.0 | 15.0 | Yes (X) | $3,047,957 | $0 | $125,085 | |||
| RICHARD MYUNG | |||||||||
| MD PHYSICIAN GROUP | 50.0 | 0.0 | $2,290,931 | $0 | $117,271 | Yes (X) | |||
| DAVID JONES | |||||||||
| EVP CHIEF HUMAN RESOURCES OFFR | 38.0 | 15.0 | Yes (X) | $1,701,311 | $0 | $90,246 | |||
| JAMES BURKE | |||||||||
| MD PHYSICIAN GROUP | 50.0 | 0.0 | $1,654,538 | $0 | $117,854 | Yes (X) | |||
| JEFFERY DONAHUE | |||||||||
| MD PHYSICIAN GROUP | 50.0 | 0.0 | $1,448,605 | $0 | $104,324 | Yes (X) | |||
| BENJAMIN ZUSSMAN | |||||||||
| MD PHYSICIAN GROUP | 50.0 | 0.0 | $1,459,445 | $0 | $85,120 | Yes (X) | |||
| THERESA LUU | |||||||||
| MD PHYSICIAN GROUP | 50.0 | 0.0 | $1,430,487 | $0 | $107,537 | Yes (X) | |||
| KEM MULLINS | |||||||||
| EVP AMBULATORY OPS & BUS DEV | 38.0 | 15.0 | Yes (X) | $1,268,588 | $0 | $82,352 | |||
| MARY CHATMAN | |||||||||
| EVP ACUTE CARE OPERATIONS | 38.0 | 15.0 | Yes (X) | $1,214,423 | $0 | $88,463 | |||
| RICHARD CAPPS | |||||||||
| EVP CHIEF INFO & DIGITAL OFFCR | 38.0 | 15.0 | Yes (X) | $1,109,573 | $0 | $118,910 | |||
| SUSAN GRANT | |||||||||
| EVP Chief Nursing Executive | 38.0 | 15.0 | Yes (X) | $1,071,514 | $0 | $84,826 | |||
| ALAN MUSTER | |||||||||
| SVP SPECIALTY DIVISION WMG | 38.0 | 15.0 | $908,972 | $0 | $134,721 | Yes (X) | |||
| VALERY AKOPOV | |||||||||
| SVP HOSPITAL DIVISION WMG | 38.0 | 15.0 | $890,795 | $0 | $86,334 | Yes (X) | |||
| ARIF AZIZ MD | |||||||||
| TRUSTEE & PHYSICIAN | 38.0 | 15.0 | $825,095 | $0 | $99,764 | Yes (X) | |||
| PAUL DOUGLASS MD | |||||||||
| TRUSTEE & PHYSICIAN | 38.0 | 15.0 | $779,970 | $0 | $78,095 | Yes (X) | |||
| JULIE TEER | |||||||||
| SVP & WELLSTAR FOUNDATION PRES | 38.0 | 15.0 | Yes (X) | $819,305 | $0 | $37,565 | |||
| JOEL SHU | |||||||||
| VP WELLSTAR CLINICAL PARTNERS | 38.0 | 15.0 | $792,607 | $0 | $55,398 | Yes (X) | |||
| JOSEPH REPPERT | |||||||||
| SVP FINANCE & CFO | 38.0 | 15.0 | $727,123 | $0 | $106,385 | Yes (X) | |||
| MICHAEL MCCULLOUGH | |||||||||
| SVP SUPPLY CHAIN | 38.0 | 15.0 | $723,756 | $0 | $94,558 | Yes (X) | |||
| BETH KOST | |||||||||
| SVP CHIEF COMPLIANCE OFFICER | 38.0 | 15.0 | Yes (X) | $725,815 | $0 | $90,620 | |||
| BARBARA COREY | |||||||||
| SVP MANAGED CARE | 38.0 | 15.0 | $726,059 | $0 | $86,942 | Yes (X) | |||
| CATHERINE ANDREWS | |||||||||
| SVP & COO KH | 2.0 | 48.0 | $0 | $726,597 | $66,726 | Yes (X) | |||
| REMINGTON FOSS | |||||||||
| SVP HOSPITAL PRESIDENT WG | 2.0 | 48.0 | $0 | $672,178 | $91,390 | Yes (X) | |||
| PRANAV JAIN | |||||||||
| VP CHIEF IH OFF & HEAD OF CP | 38.0 | 15.0 | $640,056 | $0 | $101,894 | Yes (X) | |||
| JON-PAUL CROOM | |||||||||
| SVP & HOSPITAL PRESIDENT | 2.0 | 48.0 | $0 | $636,661 | $103,714 | Yes (X) | |||
| WILLIAM BELLANDO | |||||||||
| SVP CHIEF INFO OFFICER | 38.0 | 15.0 | $631,790 | $0 | $107,707 | Yes (X) | |||
| JASON STEVENS | |||||||||
| SVP DEPUTY GENERAL COUNSEL | 38.0 | 15.0 | $604,034 | $0 | $95,911 | Yes (X) | |||
| SNEHAL DOSHI | |||||||||
| SVP ANCILLARY AND SUPPORT SVC | 38.0 | 15.0 | $581,592 | $0 | $87,328 | Yes (X) | |||
| LE JOYCE NAYLOR | |||||||||
| SVP & CHIEF DIVERSITY & INCLUS | 38.0 | 15.0 | $570,068 | $0 | $85,944 | Yes (X) | |||
| MATTHEW TERRY | |||||||||
| SVP CHIEF STRATEGY OFFICER | 38.0 | 15.0 | $571,369 | $0 | $69,571 | Yes (X) | |||
| DANIEL ABAD | |||||||||
| VP TOTAL REWARDS & CHF TM EN | 38.0 | 15.0 | $594,709 | $0 | $28,109 | Yes (X) | |||
| DAVID PRESTON | |||||||||
| VP BRAND AND MARKETING | 38.0 | 15.0 | $585,298 | $0 | $36,175 | Yes (X) | |||
| LAURA DANNELS | |||||||||
| VP & CHIEF TALENT OFFICER | 38.0 | 15.0 | $573,114 | $0 | $48,337 | Yes (X) | |||
| PAUL MURPHREE | |||||||||
| VP MEDICAL OUTCOMES | 38.0 | 15.0 | $536,462 | $0 | $80,945 | Yes (X) | |||
| ROB SCHREINER | |||||||||
| EVP CHIEF PHYSICIAN EXECUTIVE | 38.0 | 15.0 | $600,814 | $0 | $0 | Yes (X) | |||
| JILL CASE-WIRTH | |||||||||
| SVP NURS SVCS CNE (END 6/23) | 38.0 | 15.0 | $537,096 | $0 | $46,029 | Yes (X) | |||
| JAMES L HORNSBY | |||||||||
| TRUSTEE & PHYSICIAN | 38.0 | 15.0 | $469,330 | $0 | $112,729 | Yes (X) | |||
| JENNIFER GIUSTI | |||||||||
| VP CLINICAL OUTCOMES | 38.0 | 15.0 | $490,816 | $0 | $78,975 | Yes (X) | |||
| SANDRA LUCIUS | |||||||||
| VP HEAD OF CARE PLATFORMS | 38.0 | 15.0 | $458,661 | $0 | $74,246 | Yes (X) | |||
| SOPHIA MCINTYRE | |||||||||
| SVP WMG AMB CAR DIV (END 4/23) | 38.0 | 15.0 | $475,649 | $0 | $47,249 | Yes (X) | |||
| ELIZABETH LOUDERMILK | |||||||||
| VP FINANCIAL PLANNING | 38.0 | 15.0 | $408,379 | $0 | $99,623 | Yes (X) | |||
| JOSEPH BRAUD | |||||||||
| VP INFO SECURITY & CISO | 38.0 | 15.0 | $446,426 | $0 | $58,991 | Yes (X) | |||
| ANDREW COX | |||||||||
| VP CHIEF OF STAFF & LEADERSHIP | 38.0 | 15.0 | $421,628 | $0 | $78,987 | Yes (X) | |||
| DANYALE ZIGLOR | |||||||||
| VP HUMAN RESOURCE | 38.0 | 15.0 | $408,179 | $0 | $90,082 | Yes (X) | |||
| NICKOLOS YAITSKY | |||||||||
| VP CHIEF AI OFF & HEAD OF EA | 38.0 | 15.0 | $423,178 | $0 | $68,923 | Yes (X) | |||
| JAMES SWARTZ | |||||||||
| VP ACCOUNTING | 38.0 | 15.0 | $402,684 | $0 | $62,071 | Yes (X) | |||
| STEPHEN BADGER | |||||||||
| VP WMG STRTGIC SERV (END 2/23) | 38.0 | 15.0 | $450,638 | $0 | $9,327 | Yes (X) | |||
| KIMBERLY TAACA | |||||||||
| VP WMG OPS SPECIALTY DIV | 38.0 | 15.0 | $377,951 | $0 | $79,770 | Yes (X) | |||
| MARK ROWE | |||||||||
| VP TALENT ACQUISITION | 38.0 | 15.0 | $373,869 | $0 | $80,753 | Yes (X) | |||
| MAXWELL KAGAN | |||||||||
| VP FINANCE & CFO WMG | 38.0 | 15.0 | $383,396 | $0 | $65,083 | Yes (X) | |||
| ELIZABETH PAPETTI | |||||||||
| VP WMG OPS HOSPITAL DIV | 38.0 | 15.0 | $376,106 | $0 | $67,742 | Yes (X) | |||
| VARMA RAMESWAR | |||||||||
| VP PEDIATRIC OPS AND SVC LINE | 38.0 | 15.0 | $352,037 | $0 | $90,849 | Yes (X) | |||
| SUSAN WRIGHT | |||||||||
| VP PHARMACY SVCS | 38.0 | 15.0 | $369,668 | $0 | $69,725 | Yes (X) | |||
| STEPHEN VAULT | |||||||||
| VP STRATEGIC COMMUNITY DEVELOP | 38.0 | 15.0 | $383,423 | $0 | $55,234 | Yes (X) | |||
| JAMES LORIMER | |||||||||
| SVP HR CONSULTING (END 9/23) | 38.0 | 15.0 | $358,761 | $0 | $75,670 | Yes (X) | |||
| KRISTEN TRICE | |||||||||
| VP DIAGNOSTIC OUTREACH | 38.0 | 15.0 | $350,564 | $0 | $83,659 | Yes (X) | |||
| STEVEN HUNT | |||||||||
| VP HUMAN RESOURCE | 38.0 | 15.0 | $338,935 | $0 | $92,000 | Yes (X) | |||
| JESSICA KOVALESKY | |||||||||
| VP CARE COORDINATION & POP HLT | 38.0 | 15.0 | $396,870 | $0 | $31,701 | Yes (X) | |||
| THOMAS DRAPER | |||||||||
| VP CARDIOVASCULAR SERVICE LINE | 38.0 | 15.0 | $348,993 | $0 | $74,379 | Yes (X) | |||
| FREDA LYON | |||||||||
| VP SYSTEM EMERGENCY SERVICES | 38.0 | 15.0 | $337,743 | $0 | $75,851 | Yes (X) | |||
| DONALD ZARKOU | |||||||||
| VP OF ONCOLOGY SERVICE LINE | 38.0 | 15.0 | $315,438 | $0 | $87,658 | Yes (X) | |||
| CAROL TODD | |||||||||
| VP ASST GENERAL COUNSEL | 38.0 | 15.0 | $313,455 | $0 | $81,746 | Yes (X) | |||
| SHARON ROBINSON | |||||||||
| VP FOUNDATION STRATEGY & GRWTH | 38.0 | 15.0 | $323,653 | $0 | $69,493 | Yes (X) | |||
| MICHAEL GARRARD | |||||||||
| AVP Rehabilitation WRWSH | 38.0 | 15.0 | $326,673 | $0 | $66,134 | Yes (X) | |||
| JOE CASTANON | |||||||||
| VP CONTRACTING & VAL ANALYSIS | 38.0 | 15.0 | $319,204 | $0 | $60,574 | Yes (X) | |||
| MARY TAVERNARO | |||||||||
| VP HUMAN RES OP (END 3/23) | 38.0 | 15.0 | $307,248 | $0 | $71,963 | Yes (X) | |||
| SANA BRUNO | |||||||||
| VP LABORATORY SERVICES SYSTEM | 38.0 | 15.0 | $305,348 | $0 | $73,473 | Yes (X) | |||
| ROBERT DECOUX | |||||||||
| VP CORPORATE MED STAFF SVCS | 38.0 | 15.0 | $265,184 | $0 | $79,963 | Yes (X) | |||
| MARCUS CHARLSON | |||||||||
| AVP MUSCULOSKELETAL SRV LINES | 38.0 | 15.0 | $294,844 | $0 | $48,228 | Yes (X) | |||
| ELLEN RUSSELL | |||||||||
| VP HIM CDI & POLICIES | 38.0 | 15.0 | $284,521 | $0 | $43,201 | Yes (X) | |||
| ANDREW VON ESCHENBACH | |||||||||
| VP REV. CYCLE MGMT (END 10/22) | 38.0 | 15.0 | $312,281 | $0 | $323 | Yes (X) | |||
| JEREMY STEFFENS | |||||||||
| VP ORGANIZAT COMM (END 2/23) | 38.0 | 15.0 | $283,686 | $0 | $2,276 | Yes (X) | |||
| AVRIL BECKFORD | |||||||||
| TRUSTEE & SLL PHYS (END 6/23) | 38.0 | 15.0 | $109,348 | $0 | $32,696 | Yes (X) | |||
| OTIS A BRUMBYIII | |||||||||
| FORMER TRUSTEE | 1.0 | 15.0 | $47,340 | $0 | $0 | Yes (X) | |||
| T FITZ JOHNSON | |||||||||
| FORMER TRUSTEE | 1.0 | 15.0 | $42,014 | $0 | $0 | Yes (X) | |||
| W CHARLES BROCK | |||||||||
| TRUSTEE | 1.0 | 15.0 | $41,497 | $0 | $0 | Yes (X) | |||
| RANDALL BENTLEY SR | |||||||||
| FORMER DIRECTOR | 0.0 | 0.0 | $39,818 | $0 | $0 | Yes (X) | |||
| DAVID HAFNER | |||||||||
| FORMER DIRECTOR | 0.0 | 0.0 | $25,655 | $0 | $0 | Yes (X) | |||
| ED RICHARDSON | |||||||||
| TRUSTEE | 1.0 | 15.0 | $15,806 | $0 | $0 | Yes (X) | |||
| MITZI MOORE | |||||||||
| TRUSTEE | 1.0 | 15.0 | $13,338 | $0 | $0 | Yes (X) | |||
| CONNIE KIRK | |||||||||
| FORMER TRUSTEE | 1.0 | 15.0 | $12,678 | $0 | $0 | Yes (X) | |||
| O SCOTT SWAYZE MD | |||||||||
| TRUSTEE | 1.0 | 15.0 | $11,859 | $0 | $0 | Yes (X) | |||
| ALLEN SEPARK | |||||||||
| FORMER TRUSTEE | 1.0 | 15.0 | $10,703 | $0 | $0 | Yes (X) | |||
| FRANK ROS | |||||||||
| TRUSTEE | 1.0 | 15.0 | $9,633 | $0 | $0 | Yes (X) | |||
| MARK BERRY | |||||||||
| TRUSTEE | 1.0 | 15.0 | $8,873 | $0 | $0 | Yes (X) | |||
| JAMES L HOLMES | |||||||||
| TRUSTEE | 1.0 | 15.0 | $8,198 | $0 | $0 | Yes (X) | |||
| GREG MORGAN | |||||||||
| TRUSTEE | 1.0 | 15.0 | $5,707 | $0 | $0 | Yes (X) | |||
| H SPEER BURDETTE III | |||||||||
| TRUSTEE | 1.0 | 15.0 | $4,358 | $0 | $0 | Yes (X) | |||
| KEITH PARKER | |||||||||
| TRUSTEE | 1.0 | 15.0 | $4,051 | $0 | $0 | Yes (X) | |||
| JOHN MCKIBBEN | |||||||||
| TRUSTEE | 1.0 | 15.0 | $3,675 | $0 | $0 | Yes (X) | |||
| JAY CUNNINGHAM | |||||||||
| TRUSTEE | 1.0 | 15.0 | $3,092 | $0 | $0 | Yes (X) | |||
| DAVID BOTTOMS | |||||||||
| TRUSTEE | 1.0 | 15.0 | $1,995 | $0 | $0 | Yes (X) | |||
| EDWARD TATE | |||||||||
| TRUSTEE (BEG 11/23) | 1.0 | 15.0 | $358 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $33,919,354 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,398,775 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,377,781 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3403 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PT SOLUTIONS HOLDINGS LLC | |||||
| PO BOX 724557 | ATLANTA | GA | 31139 | MEDICAL | $55,283,439 |
| NORTHWEST GEORGIA ONCOLOGY | |||||
| 531 ROSELANE STREET SUITE 710 | MARIETTA | GA | 30060 | MEDICAL | $43,099,455 |
| COVIDIEN | |||||
| PO BOX 120823 | DALLAS | TX | 753120823 | MEDICAL | $17,572,343 |
| MAK ANESTHESIA HOLDINGS LLC | |||||
| 1300 RIDENOUR BLVD SUITE 300 | KENNESAW | GA | 30152 | MEDICAL | $15,100,912 |
| GEORGIA ANESTHESIOLOGISTS PC | |||||
| 531 ROSE LANE ST NW SUITE 830 | MARIETTA | GA | 30060 | MEDICAL | $13,617,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 459 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $24,244,164 | GovernmentGrantsAmt |
| Total Contributions | $24,244,164 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT REVENUE | 622110 | $722,752,176 | $722,752,176 |
| SHARED SERVICE RECOUPMENT | 622110 | $650,233,521 | $650,233,521 |
| EQUITY EARNINGS IN HOSP AFFILIATES | 622110 | $995,026,804 | $995,026,804 |
| KSU CLINIC | 622110 | $3,303,710 | $3,303,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,371,316,211 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,692,546 | TotalRevenueColumnAmt |
| Exclusion | $50,692,546 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $323,754 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $323,754 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $323,754 | TotalRevenueColumnAmt |
| Exclusion | $323,754 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,209,941 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,209,941 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,209,941 | TotalRevenueColumnAmt |
| Exclusion | $51,209,941 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CAC PREMIUMS | 622110 | $56,828,310 | $56,828,310 | |
| MEDICARE SHARED SAVING RECEIPTS | 622110 | $6,346,515 | $6,346,515 | |
| LAUNDRY | 812320 | $112,831 | $112,831 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,731,679 | TotalRevenueColumnAmt |
| Exclusion | -$12,731,679 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $50,555,977 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,548,342,593 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,371,316,211 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $112,831 | UnrelatedBusinessRevenueAmt |
| Exclusion | $152,669,387 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,051,305 | TotalAmt |
| Program Services | $3,051,305 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,681,636 | TotalAmt |
| Program Services | $41,345,309 | ProgramServicesAmt |
| Management And General | $10,336,327 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,233,120,931 | TotalAmt |
| Program Services | $846,153,300 | ProgramServicesAmt |
| Management And General | $384,265,567 | ManagementAndGeneralAmt |
| Fundraising | $2,702,064 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,755,493 | TotalAmt |
| Program Services | $25,313,002 | ProgramServicesAmt |
| Management And General | $24,413,374 | ManagementAndGeneralAmt |
| Fundraising | $29,117 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,452,499 | TotalAmt |
| Program Services | $140,141,458 | ProgramServicesAmt |
| Management And General | -$10,757,528 | ManagementAndGeneralAmt |
| Fundraising | $68,569 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,437,178 | TotalAmt |
| Program Services | $2,108,964 | ProgramServicesAmt |
| Management And General | $24,236,932 | ManagementAndGeneralAmt |
| Fundraising | $91,282 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,338,247 | TotalAmt |
| Program Services | $39,936,887 | ProgramServicesAmt |
| Management And General | $8,389,090 | ManagementAndGeneralAmt |
| Fundraising | $12,270 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,385,311 | TotalAmt |
| Program Services | -$3,055 | ProgramServicesAmt |
| Management And General | $7,388,366 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,304,826 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,304,826 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,408,365 | TotalAmt |
| Program Services | $31,332,671 | ProgramServicesAmt |
| Management And General | $128,658,302 | ManagementAndGeneralAmt |
| Fundraising | $3,417,392 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,553,657 | TotalAmt |
| Program Services | -$220,820 | ProgramServicesAmt |
| Management And General | $16,492,823 | ManagementAndGeneralAmt |
| Fundraising | $281,654 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,821,011 | TotalAmt |
| Program Services | $516,924 | ProgramServicesAmt |
| Management And General | $5,289,215 | ManagementAndGeneralAmt |
| Fundraising | $14,872 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,053,136 | TotalAmt |
| Program Services | $6,000,345 | ProgramServicesAmt |
| Management And General | $4,045,706 | ManagementAndGeneralAmt |
| Fundraising | $7,085 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,168,560 | TotalAmt |
| Program Services | $639,312 | ProgramServicesAmt |
| Management And General | $3,507,663 | ManagementAndGeneralAmt |
| Fundraising | $21,585 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,288,096 | TotalAmt |
| Program Services | $1,071,227 | ProgramServicesAmt |
| Management And General | $2,216,869 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,950,969 | TotalAmt |
| Program Services | $20,919,603 | ProgramServicesAmt |
| Management And General | $56,024,378 | ManagementAndGeneralAmt |
| Fundraising | $6,988 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,299,008 | TotalAmt |
| Program Services | $24,465,297 | ProgramServicesAmt |
| Management And General | -$5,166,289 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES | $47,521,928 | $36,836,217 | $10,573,412 | $112,299 |
| REPAIR & MAINTENANCE | $70,974,009 | $3,863,925 | $66,080,231 | $1,029,853 |
| NON-MEDICAL SUPPLIES | $12,240,062 | $19,176,654 | -$6,913,750 | -$22,842 |
| OTHER EXPENSES | $118,257,249 | $151,466,481 | -$33,621,250 | $412,018 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,099,063,476 | TotalAmt |
| Program Services | $1,394,115,006 | ProgramServicesAmt |
| Management And General | $696,764,264 | ManagementAndGeneralAmt |
| Fundraising | $8,184,206 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,748,716 | BOYAmt |
| EOY | $370,069,376 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,443,962 | BOYAmt |
| EOY | $89,586,896 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,137,305 | BOYAmt |
| EOY | $43,170,583 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,838,009 | BOYAmt |
| EOY | $129,442,904 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,382,723,624 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $789,069,757 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,984,268 | BOYAmt |
| EOY | $593,653,867 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,273,506,548 | BOYAmt |
| EOY | $2,488,379,680 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,028,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,793,217,227 | BOYAmt |
| EOY | $3,367,640,881 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,785,904,035 | BOYAmt |
| EOY | $7,081,944,187 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $598,546,114 | BOYAmt |
| EOY | $712,473,720 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,547,858,318 | BOYAmt |
| EOY | $1,922,548,931 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,838,571 | BOYAmt |
| EOY | $351,946,622 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,595,243,003 | BOYAmt |
| EOY | $2,986,969,273 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,133,957,516 | BOYAmt |
| EOY | $4,015,090,058 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,703,516 | BOYAmt |
| EOY | $79,884,856 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,190,661,032 | BOYAmt |
| EOY | $4,094,974,914 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,785,904,035 | BOYAmt |
| EOY | $7,081,944,187 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $449,279,117 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $109,596,055 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $345,438,710 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 10 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (10 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| COBB HOSPITAL INC | ||||
| 580968382 | 3 | Yes (true) | $146,083,567 | $0 |
| PAULDING MEDICAL CENTER INC | ||||
| 582095884 | 3 | Yes (true) | $55,216,037 | $0 |
| KENNESTONE HOSPITAL INC | ||||
| 582032904 | 3 | Yes (true) | $256,689,469 | $0 |
| DOUGLAS HOSPITAL INC | ||||
| 582026750 | 3 | Yes (true) | $44,580,041 | $0 |
| WELLSTAR SPALDING REGIONAL HOSPITAL INC | ||||
| 810864789 | 3 | Yes (true) | $35,394,455 | $0 |
| WELLSTAR SYLVAN GROVE HOSPITAL INC | ||||
| 810875069 | 3 | Yes (true) | $4,529,156 | $0 |
| WELLSTAR NORTH FULTON HOSPITAL INC | ||||
| 810851756 | 3 | Yes (true) | $54,623,360 | $0 |
| WEST GEORGIA MEDICAL CENTER INC | ||||
| 205497506 | 3 | Yes (true) | $53,117,437 | $0 |
| AU MEDICAL CENTER INC | ||||
| 810837031 | 3 | Yes (true) | $94,399,713 | $0 |
| WELLSTAR MCG HEALTH WARM SPRINGS INC | ||||
| 464824043 | 3 | Yes (true) | $335,588 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 10 | SupportedOrganizationsTotalCnt |
| Support Sum | $744,968,823 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (true) | MajorityDirTrstSupportedOrgInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | Yes (true) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $4,500 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $25,750 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $11,086 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (true) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $44,172 | RalliesDemonstrationsAmt |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $532,151 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $617,659 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | OTHER LOBBYING EXPENSES: DURING THE REPORTING PERIOD, WELLSTAR HEALTH SYSTEM, INC. HELD A RETAINER WITH A LOCAL FIRM TO PROVIDE PROFESSIONAL SERVICES FOR COMMUNITY RELATED ACTIVITIES INCLUDING SUPPORT IN COMMUNITY BENEFIT REPORTING AND LEGISLATIVE HEALTHCARE INITIATIVES AFFECTING THE SYSTEM HOSPITALS. WELLSTAR IS ALSO A PARTY TO SEVERAL HEALTHCARE RELATED COALITIONS THAT PROTECT THE INTERESTS OF ALL MEMBER HOSPITALS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,480,000 | BeginningYearBalanceAmt |
| Contributions | $292,000 | ContributionsAmt |
| Investment Earnings Or Losses | $800,000 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,572,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,396,000 | BeginningYearBalanceAmt |
| Contributions | $89,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,000 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $8,480,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,743,000 | BeginningYearBalanceAmt |
| Contributions | $52,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,399,000 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $8,396,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,756,000 | BeginningYearBalanceAmt |
| Contributions | $65,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,922,000 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,743,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,936,000 | BeginningYearBalanceAmt |
| Contributions | $42,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$222,000 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,756,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.65000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.35000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,335,783 | OtherCostOrOtherBasisAmt |
| Book Value | $54,335,783 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $326,777,903 | OtherCostOrOtherBasisAmt |
| Depreciation | -$120,148,840 | DepreciationAmt |
| Book Value | $206,629,063 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $135,238,143 | OtherCostOrOtherBasisAmt |
| Depreciation | -$2,448,467 | DepreciationAmt |
| Book Value | $132,789,676 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $854,175,455 | OtherCostOrOtherBasisAmt |
| Depreciation | -$666,209,102 | DepreciationAmt |
| Book Value | $187,966,353 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,196,340 | OtherCostOrOtherBasisAmt |
| Depreciation | $263,348 | DepreciationAmt |
| Book Value | $11,932,992 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $593,653,867 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLES | Desc |
| Book Value | $3,367,640,881 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,367,640,881 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PENSION LIABILITY | -$153,800,698 |
| SELF-INSURANCE RESERVES | $356,295,585 |
| OTHER LT LIABILITIES | $116,185,616 |
| ASSET RETIREMENT OBLIGATIONS L | $33,266,119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $351,946,622 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | ENDOWMENT FUNDS: WELLSTAR FOUNDATION, INC. HELD TWO ENDOWMENT FUNDS AT THE END OF THE REPORTING PERIOD ON BEHALF OF WELLSTAR HEALTH SYSTEM, INC. ONE ENDOWMENT, THE HODGES FUND, IS ESTABLISHED FOR THE PURPOSE OF PROVIDING SCHOLARSHIPS TO ELIGIBLE STUDENTS IN HEALTHCARE RELATED COURSE STUDIES. THE SECOND ENDOWMENT, HOSPICE FUND, IS ESTABLISHED TO PROVIDE FINANCIAL ASSISTANCE TO INDIGENT PATIENTS IN THE WELLSTAR HOSPICE PROGRAM. |
| SCHEDULE D, PART X, LINE 2 | THE FOLLOWING FOOTNOTE IS RELATED TO THE ORGANIZATION'S APPLICATION OF FASB ASC 740 (PREVIOUSLY FIN 48): "WELLSTAR AND IT AFFILIATES HAVE BEEN RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3), AND THEREFORE, RELATED INCOME IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. WELLSTAR APPLIES FASB ASC 740, INCOME TAXES, WHICH ADDRESSES ACCOUNTING FOR UNCERTAINTIES IN INCOME TAX POSITIONS. IT ALSO PROVIDES GUIDANCE ON WHEN TAX POSITIONS ARE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND HOW THE VALUES OF THESE POSITIONS ARE DETERMINED. THERE IS NO IMPACT ON WELLSTAR'S COMBINED FINANCIAL STATEMENTS AS A RESULT OF THE APPLICATION OF ASC 740. WELLSTAR HAS EVALUATED ITS TAX POSITIONS AND DOES NOT BELIEVE THERE ARE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2024, OR 2023." |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (42 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| 100 BLACK MEN-NORTH METRO ATLANTA | ||||||||
| 2300 HOLCOMB BRIDGE ROAD SUITE 103 | ROSWELL | GA | 30076 | 582052894 | 501(C)(3) | $15,000 | FMV | SPONSORSHIP |
| 21ST CENTURY LEADERS INC | ||||||||
| 115 NEW STREET SUITE B | DECATUR | GA | 30030 | 581820875 | 501(C)(3) | $13,500 | FMV | SPONSORSHIP |
| AMERICAN CANCER SOCIETY INC | ||||||||
| P O BOX 12685 | ATLANTA | GA | 30301 | 131788461 | 501(C)(3) | $70,000 | FMV | SPONSORSHIP |
| AMERICAN HEART ASSOCIATION | ||||||||
| 10 GLENLAKE PARKWAY SOUTH TOWER S | ATLANTA | GA | 30328 | 135613797 | 501(C)(3) | $50,000 | FMV | SPONSORSHIP |
| AMERICAN LUNG ASSOCIATION | ||||||||
| 2452 SPRING ROAD SE | SMYRNA | GA | 30080 | 131632524 | 501(C)(3) | $8,500 | FMV | SPONSORSHIP |
| ATLANTA AEROTROPOLIS ALLIANCE INC | ||||||||
| 3799 MAIN STREET P O BOX 87511 | ATLANTA | GA | 30337 | 465740551 | 501(C)(6) | $25,000 | FMV | SPONSORSHIP |
| ATLANTA PRIDE COMMITTEE INC | ||||||||
| 1530 DEKALB AVENUE NE | ATLANTA | GA | 30307 | 582032010 | 501(C)(3) | $48,550 | FMV | SPONSORSHIP |
| AUGUSTA METRO CHAMBER OF COMMERCE | ||||||||
| ONE 10TH STREET PO BOX 1837 | AUGUSTA | GA | 30901 | 580188650 | 501(C)(6) | $10,000 | FMV | SPONSORSHIP |
| BIG BROTHERS BIG SISTERS | ||||||||
| 680 MURPHY AVENUE SW SUITE 1090 | ATLANTA | GA | 30310 | 580861895 | 501(C)(3) | $10,000 | FMV | SPONSORSHIP |
| CONNIE E BULLOCK FOUNDATION INC | ||||||||
| 115 WATERFORD WAY | POWDER SPRINGS | GA | 30127 | 260127827 | 501(C)(3) | $7,500 | FMV | SPONSORSHIP |
| BUY-COBB INC | ||||||||
| PO BOX 3485 | MARIETTA | GA | 30061 | 585234027 | 501(C)(3) | $10,000 | FMV | SPONSORSHIP |
| CARELINK OF NORTHWEST GEORGIA | ||||||||
| PO BOX 182 | DALLAS | GA | 30132 | 475094465 | 501(C)(3) | $7,500 | FMV | SPONSORSHIP |
| CHEROKEE COUNTY CHAMBER OF COMMERCE | ||||||||
| PO BOX 4998 | CANTON | GA | 30114 | 581090796 | 501(C)(6) | $9,400 | FMV | SPONSORSHIP |
| COBB CHAMBER OF COMMERCE | ||||||||
| 1100 CIRCLE 75 PARKWAY SUITE 1000 | ATLANTA | GA | 30339 | 580198114 | 501(C)(6) | $91,000 | FMV | SPONSORSHIP |
| COBB COMMUNITY FOUNDATION INC | ||||||||
| 1100 CIRCLE 75 PARKWAY SUITE 1000 | ATLANTA | GA | 30339 | 205652970 | 501(C)(6) | $25,000 | FMV | SPONSORSHIP |
| COBB COUNTY BRANCH NAACP | ||||||||
| 605 ROSWELL STREET | MARIETTA | GA | 30061 | 581644877 | 501(C)(4) | $8,500 | FMV | SPONSORSHIP |
| COBB COUNTY BOARD OF HEALTH | ||||||||
| 1650 COUNTY SERVICES PARKWAY | MARIETTA | GA | 30008 | 581517015 | 501(C)(3) | $7,500 | FMV | SPONSORSHIP |
| COLUMBIA COUNTY CHAMBER OF COMMERCE | ||||||||
| 1000 BUSINESS BLVD | EVANS | GA | 30809 | 020656710 | 501(C)(6) | $11,000 | FMV | SPONSORSHIP |
| COUNCIL FOR QUALITY GROWTH | ||||||||
| 5901-C PEACHTREE DUNWOODY ROAD SUI | ATLANTA | GA | 30328 | 581664710 | 501(C)(6) | $12,000 | FMV | SPONSORSHIP |
| DAVIS DIRECTION FOUNDATION | ||||||||
| 32 NORTH FAIRGROUND STREET | MARIETTA | GA | 30060 | 471370495 | 501(C)(3) | $21,250 | FMV | SPONSORSHIP |
| DOUGLAS COUNTY CHAMBER OF COMMERCE | ||||||||
| 6658 CHURCH STREET | DOUGLASVILLE | GA | 30134 | 581950189 | 501(C)(6) | $12,510 | FMV | SPONSORSHIP |
| GEORGIA ALLIANCE FOR BREAST CANCER | ||||||||
| 270 CARPENTER DRIVE SUITE 515 | ATLANTA | GA | 30328 | 470897591 | 501(C)(3) | $25,000 | FMV | SPONSORSHIP |
| GEORGIA CHAMBER OF COMMERCE | ||||||||
| PO BOX 102676 | ATLANTA | GA | 30368 | 581537370 | 501(C)(6) | $19,250 | FMV | SPONSORSHIP |
| GOOD SAMARITAN HEALTH CENTER | ||||||||
| 1605 ROBERTA DRIVE | MARIETTA | GA | 30008 | 320045238 | 501(C)(3) | $10,000 | FMV | SPONSORSHIP |
| GREATER NORTH FULTON CHAMBER OF COMMERCE | ||||||||
| 11605 HAYNES BRIDGE ROAD SUITE 100 | ALPHARETTA | GA | 30009 | 581157316 | 501(C)(6) | $29,000 | FMV | SPONSORSHIP |
| JUNIOR ACHIEVEMENT OF GEORGIA | ||||||||
| 275 NORTHSIDE DRIVE BUILDING C 3R | ATLANTA | GA | 30314 | 580598050 | 501(C)(3) | $12,500 | FMV | SPONSORSHIP |
| LAGRANGE-TROUP COUNTY CHAMBER OF COMMERCE | ||||||||
| PO BOX 636 | LAGRANGE | GA | 30241 | 580318810 | 501(C)(6) | $7,500 | FMV | SPONSORSHIP |
| LUTZIE 43 FOUNDATION | ||||||||
| 2840 LANDING WAY | MARIETTA | GA | 30066 | 471695036 | 501(C)(3) | $6,000 | FMV | SPONSORSHIP |
| MARCH OF DIMES FOUNDATION | ||||||||
| 1550 CRYSTAL DRIVE SUITE 1300 | ARLINGTON | VA | 22202 | 131846366 | 501(C)(3) | $63,000 | FMV | SPONSORSHIP |
| MASTER GARDENER VOLUNTEERS OF COBB COUNTY | ||||||||
| 678 SOUTH COBB DRIVE | MARIETTA | GA | 30060 | 300306736 | 501(C)(3) | $7,500 | FMV | SPONSORSHIP |
| MUST MINISTRIES | ||||||||
| PO BOX 1717 | MARIETTA | GA | 30061 | 582034725 | 501(C)(3) | $32,500 | FMV | SPONSORSHIP |
| NORTH FULTON COMMUNITY CHARITIES | ||||||||
| 11270 ELKINS ROAD | ROSWELL | GA | 30076 | 581521088 | 501(C)(3) | $10,000 | FMV | SPONSORSHIP |
| OUR GIVING GARDEN | ||||||||
| 79 COOPER LAKE ROAD SE | MABLETON | GA | 30126 | 823308163 | 501(C)(3) | $6,000 | FMV | SPONSORSHIP |
| PAULDING COUNTY CHAMBER OF COMMERCE | ||||||||
| 455 JIMMY CAMPBELL PARKWAY | DALLAS | GA | 30132 | 580945354 | 501(C)(6) | $9,250 | FMV | SPONSORSHIP |
| PROSTAWARE INC | ||||||||
| 28 BALL MILL PLACE | SANDY SPRINGS | GA | 30350 | 270599329 | 501(C)(3) | $60,000 | FMV | SPONSORSHIP |
| ROSWELL ECONOMIC DEVELOPMENT | ||||||||
| 821 ATLANTA STREET | ROSWELL | GA | 30075 | 581979994 | 501(C)(6) | $17,500 | FMV | SPONSORSHIP |
| ROTARY CLUB OF ALPHARETTA | ||||||||
| P O BOX 761 | ALPHARETTA | GA | 30009 | 581822648 | 501(C)(4) | $10,000 | FMV | SPONSORSHIP |
| SAFE PATH CHILDRENS ADVOCACY CENTER INC | ||||||||
| 736 WHITLOCK AVENUE SUITE 600 | MARIETTA | GA | 30064 | 581662987 | 501(C)(3) | $10,000 | FMV | SPONSORSHIP |
| THE CENTER FOR FAMILY RESOURCES | ||||||||
| 400 FRANKLIN GATEWAY SUITE 250 | MARIETTA | GA | 30067 | 580876634 | 501(C)(3) | $10,000 | FMV | SPONSORSHIP |
| THE DRAKE HOUSE | ||||||||
| 10500 CLARA DRIVE | ROSWELL | GA | 30075 | 200943038 | 501(C)(3) | $10,000 | FMV | SPONSORSHIP |
| THE TOMMY NOBIS CENTER | ||||||||
| 1480 BELLS FERRY ROAD | MARIETTA | GA | 30066 | 581290439 | 501(C)(3) | $16,000 | FMV | SPONSORSHIP |
| VISITING NURSE HEALTH SYSTEM | ||||||||
| 5775 GLENRIDGE DRIVE NE SUITE E200 | ATLANTA | GA | 30328 | 580566250 | 501(C)(3) | $5,075 | FMV | SPONSORSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 27 | Total501c3OrgCnt |
| Total Other Org | 15 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANTS: WELLSTAR HEALTH SYSTEM, INC. AND ITS AFFILIATES HAVE SET ASIDE FUNDS FOR CONTRIBUTIONS AND SPONSORSHIPS ON AN ANNUAL BASIS THAT PROVIDE ASSISTANCE TO NATIONAL AND LOCAL ORGANIZATIONS IN THE FURTHERANCE OF THE COMMUNITY NEEDS. WELLSTAR ALSO HAS SEVERAL AGREEMENTS WITH AREA COLLEGES AND UNIVERSITIES TO PROMOTE HEALTHCARE RELATED CAREER OPPORTUNITIES. ALL SPONSORSHIPS ARE AWARDED BASED ON SPECIFIC QUALIFICATIONS WITHOUT REGARD TO AGE, GENDER, OR ETHNICITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (81 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALAN MUSTER | ||||||||||||||
| SVP SPECIALTY DIVISION WMG | $571,591 | $0 | $318,761 | $0 | $18,620 | $0 | $59,022 | $0 | $75,699 | $0 | $1,043,693 | $0 | $0 | $0 |
| ANDREW COX | ||||||||||||||
| VP CHIEF OF STAFF & LEADERSHIP | $341,536 | $0 | $68,849 | $0 | $11,243 | $0 | $23,009 | $0 | $55,978 | $0 | $500,615 | $0 | $0 | $0 |
| ANDREW VON ESCHENBACH | ||||||||||||||
| VP REV. CYCLE MGMT (END 10/22) | $0 | $0 | $0 | $0 | $312,281 | $0 | $323 | $0 | $0 | $0 | $312,604 | $0 | $29,587 | $0 |
| ANTHONY BUDZINSKI | ||||||||||||||
| EVP & CFO | $976,444 | $0 | $540,062 | $0 | $2,315,085 | $0 | $53,750 | $0 | $57,631 | $0 | $3,942,972 | $0 | $2,287,591 | $0 |
| ARIF AZIZ MD | ||||||||||||||
| TRUSTEE & PHYSICIAN | $578,366 | $0 | $232,366 | $0 | $14,363 | $0 | $59,954 | $0 | $39,810 | $0 | $924,859 | $0 | $0 | $0 |
| AVRIL BECKFORD | ||||||||||||||
| TRUSTEE & SLL PHYS (END 6/23) | $17,189 | $0 | $89,680 | $0 | $2,479 | $0 | $2,381 | $0 | $30,315 | $0 | $142,044 | $0 | $0 | $0 |
| BARBARA COREY | ||||||||||||||
| SVP MANAGED CARE | $457,343 | $0 | $251,769 | $0 | $16,947 | $0 | $32,605 | $0 | $54,337 | $0 | $813,001 | $0 | $0 | $0 |
| BENJAMIN ZUSSMAN | ||||||||||||||
| MD PHYSICIAN GROUP | $861,417 | $0 | $595,752 | $0 | $2,276 | $0 | $22,500 | $0 | $62,620 | $0 | $1,544,565 | $0 | $0 | $0 |
| BETH KOST | ||||||||||||||
| SVP CHIEF COMPLIANCE OFFICER | $488,253 | $0 | $215,119 | $0 | $22,443 | $0 | $37,163 | $0 | $53,457 | $0 | $816,435 | $0 | $0 | $0 |
| CANDICE SAUNDERS | ||||||||||||||
| PRESIDENT & CEO | $1,824,632 | $0 | $2,167,052 | $0 | $479,210 | $0 | $60,100 | $0 | $55,814 | $0 | $4,586,808 | $0 | $446,498 | $0 |
| CAROL TODD | ||||||||||||||
| VP ASST GENERAL COUNSEL | $249,576 | $0 | $52,811 | $0 | $11,068 | $0 | $31,099 | $0 | $50,647 | $0 | $395,201 | $0 | $0 | $0 |
| CATHERINE ANDREWS | ||||||||||||||
| SVP & COO KH | $0 | $487,521 | $0 | $225,254 | $0 | $13,822 | $0 | $36,838 | $0 | $29,888 | $0 | $793,323 | $0 | $0 |
| DANIEL ABAD | ||||||||||||||
| VP TOTAL REWARDS & CHF TM EN | $408,134 | $0 | $141,868 | $0 | $44,707 | $0 | $0 | $0 | $28,109 | $0 | $622,818 | $0 | $34,344 | $0 |
| DANYALE ZIGLOR | ||||||||||||||
| VP HUMAN RESOURCE | $289,946 | $0 | $107,853 | $0 | $10,380 | $0 | $51,918 | $0 | $38,164 | $0 | $498,261 | $0 | $0 | $0 |
| DAVID JONES | ||||||||||||||
| EVP CHIEF HUMAN RESOURCES OFFR | $599,836 | $0 | $327,148 | $0 | $774,327 | $0 | $59,100 | $0 | $31,146 | $0 | $1,791,557 | $0 | $748,409 | $0 |
| DAVID PRESTON | ||||||||||||||
| VP BRAND AND MARKETING | $419,612 | $0 | $151,066 | $0 | $14,620 | $0 | $8,305 | $0 | $27,870 | $0 | $621,473 | $0 | $0 | $0 |
| DONALD ZARKOU | ||||||||||||||
| VP OF ONCOLOGY SERVICE LINE | $250,280 | $0 | $51,011 | $0 | $14,147 | $0 | $32,474 | $0 | $55,184 | $0 | $403,096 | $0 | $0 | $0 |
| ELIZABETH LOUDERMILK | ||||||||||||||
| VP FINANCIAL PLANNING | $329,262 | $0 | $66,374 | $0 | $12,743 | $0 | $41,919 | $0 | $57,704 | $0 | $508,002 | $0 | $0 | $0 |
| ELIZABETH PAPETTI | ||||||||||||||
| VP WMG OPS HOSPITAL DIV | $300,160 | $0 | $65,377 | $0 | $10,569 | $0 | $29,211 | $0 | $38,531 | $0 | $443,848 | $0 | $0 | $0 |
| ELLEN RUSSELL | ||||||||||||||
| VP HIM CDI & POLICIES | $228,112 | $0 | $46,537 | $0 | $9,872 | $0 | $17,004 | $0 | $26,197 | $0 | $327,722 | $0 | $0 | $0 |
| FREDA LYON | ||||||||||||||
| VP SYSTEM EMERGENCY SERVICES | $268,076 | $0 | $54,102 | $0 | $15,565 | $0 | $32,654 | $0 | $43,197 | $0 | $413,594 | $0 | $0 | $0 |
| JAMES BURKE | ||||||||||||||
| MD PHYSICIAN GROUP | $1,166,786 | $0 | $481,628 | $0 | $6,124 | $0 | $52,500 | $0 | $65,354 | $0 | $1,772,392 | $0 | $0 | $0 |
| JAMES L HORNSBY | ||||||||||||||
| TRUSTEE & PHYSICIAN | $337,388 | $0 | $125,089 | $0 | $6,853 | $0 | $58,466 | $0 | $54,263 | $0 | $582,059 | $0 | $0 | $0 |
| JAMES LORIMER | ||||||||||||||
| SVP HR CONSULTING (END 9/23) | $268,444 | $0 | $0 | $0 | $90,317 | $0 | $29,604 | $0 | $46,066 | $0 | $434,431 | $0 | $0 | $0 |
| JAMES SWARTZ | ||||||||||||||
| VP ACCOUNTING | $285,014 | $0 | $107,955 | $0 | $9,715 | $0 | $27,182 | $0 | $34,889 | $0 | $464,755 | $0 | $0 | $0 |
| JASON STEVENS | ||||||||||||||
| SVP DEPUTY GENERAL COUNSEL | $401,968 | $0 | $187,265 | $0 | $14,801 | $0 | $51,153 | $0 | $44,758 | $0 | $699,945 | $0 | $0 | $0 |
| JEFFERY DONAHUE | ||||||||||||||
| MD PHYSICIAN GROUP | $500,000 | $0 | $915,622 | $0 | $32,983 | $0 | $41,530 | $0 | $62,794 | $0 | $1,552,929 | $0 | $0 | $0 |
| JENNIFER GIUSTI | ||||||||||||||
| VP CLINICAL OUTCOMES | $397,719 | $0 | $79,186 | $0 | $13,911 | $0 | $49,159 | $0 | $29,816 | $0 | $569,791 | $0 | $0 | $0 |
| JEREMY STEFFENS | ||||||||||||||
| VP ORGANIZAT COMM (END 2/23) | $0 | $0 | $0 | $0 | $283,686 | $0 | $15 | $0 | $2,261 | $0 | $285,962 | $0 | $27,186 | $0 |
| JESSICA KOVALESKY | ||||||||||||||
| VP CARE COORDINATION & POP HLT | $295,881 | $0 | $60,145 | $0 | $40,844 | $0 | $18,471 | $0 | $13,230 | $0 | $428,571 | $0 | $29,718 | $0 |
| JILL CASE-WIRTH | ||||||||||||||
| SVP NURS SVCS CNE (END 6/23) | $223,368 | $0 | $109,109 | $0 | $204,619 | $0 | $23,650 | $0 | $22,379 | $0 | $583,125 | $0 | $0 | $0 |
| JOE CASTANON | ||||||||||||||
| VP CONTRACTING & VAL ANALYSIS | $258,182 | $0 | $52,205 | $0 | $8,817 | $0 | $9,574 | $0 | $51,000 | $0 | $379,778 | $0 | $0 | $0 |
| JOEL SHU | ||||||||||||||
| VP WELLSTAR CLINICAL PARTNERS | $688,770 | $0 | $93,417 | $0 | $10,420 | $0 | $28,130 | $0 | $27,268 | $0 | $848,005 | $0 | $0 | $0 |
| JON-PAUL CROOM | ||||||||||||||
| SVP & HOSPITAL PRESIDENT | $0 | $388,499 | $0 | $236,002 | $0 | $12,160 | $0 | $51,290 | $0 | $52,424 | $0 | $740,375 | $0 | $0 |
| JOSEPH BRAUD | ||||||||||||||
| VP INFO SECURITY & CISO | $323,354 | $0 | $110,716 | $0 | $12,356 | $0 | $6,642 | $0 | $52,349 | $0 | $505,417 | $0 | $0 | $0 |
| JULIE TEER | ||||||||||||||
| SVP & WELLSTAR FOUNDATION PRES | $565,491 | $0 | $237,381 | $0 | $16,433 | $0 | $12,252 | $0 | $25,313 | $0 | $856,870 | $0 | $0 | $0 |
| KEM MULLINS | ||||||||||||||
| EVP AMBULATORY OPS & BUS DEV | $811,558 | $0 | $439,456 | $0 | $17,574 | $0 | $24,300 | $0 | $58,052 | $0 | $1,350,940 | $0 | $0 | $0 |
| KIMBERLY TAACA | ||||||||||||||
| VP WMG OPS SPECIALTY DIV | $302,316 | $0 | $65,843 | $0 | $9,792 | $0 | $51,051 | $0 | $28,719 | $0 | $457,721 | $0 | $0 | $0 |
| KRISTEN TRICE | ||||||||||||||
| VP DIAGNOSTIC OUTREACH | $241,331 | $0 | $99,389 | $0 | $9,844 | $0 | $28,818 | $0 | $54,841 | $0 | $434,223 | $0 | $0 | $0 |
| LAURA DANNELS | ||||||||||||||
| VP & CHIEF TALENT OFFICER | $395,350 | $0 | $134,323 | $0 | $43,441 | $0 | $19,188 | $0 | $29,149 | $0 | $621,451 | $0 | $32,263 | $0 |
| LE JOYCE NAYLOR | ||||||||||||||
| SVP & CHIEF DIVERSITY & INCLUS | $364,695 | $0 | $186,281 | $0 | $19,092 | $0 | $58,495 | $0 | $27,449 | $0 | $656,012 | $0 | $0 | $0 |
| LEO REICHERT | ||||||||||||||
| EVP & GENERAL COUNSEL | $788,217 | $0 | $429,832 | $0 | $1,829,908 | $0 | $58,100 | $0 | $66,985 | $0 | $3,173,042 | $0 | $1,795,578 | $0 |
| MARCUS CHARLSON | ||||||||||||||
| AVP MUSCULOSKELETAL SRV LINES | $243,311 | $0 | $42,767 | $0 | $8,766 | $0 | $0 | $0 | $48,228 | $0 | $343,072 | $0 | $0 | $0 |
| MARK ROWE | ||||||||||||||
| VP TALENT ACQUISITION | $298,341 | $0 | $60,210 | $0 | $15,318 | $0 | $30,709 | $0 | $50,044 | $0 | $454,622 | $0 | $0 | $0 |
| MARY TAVERNARO | ||||||||||||||
| VP HUMAN RES OP (END 3/23) | $58,371 | $0 | $0 | $0 | $248,877 | $0 | $32,977 | $0 | $38,986 | $0 | $379,211 | $0 | $0 | $0 |
| MATTHEW TERRY | ||||||||||||||
| SVP CHIEF STRATEGY OFFICER | $403,044 | $0 | $154,440 | $0 | $13,885 | $0 | $19,586 | $0 | $49,985 | $0 | $640,940 | $0 | $0 | $0 |
| MAXWELL KAGAN | ||||||||||||||
| VP FINANCE & CFO WMG | $306,121 | $0 | $66,665 | $0 | $10,610 | $0 | $28,490 | $0 | $36,593 | $0 | $448,479 | $0 | $0 | $0 |
| MICHAEL GARRARD | ||||||||||||||
| AVP Rehabilitation WRWSH | $263,439 | $0 | $53,166 | $0 | $10,068 | $0 | $16,880 | $0 | $49,254 | $0 | $392,807 | $0 | $0 | $0 |
| MICHAEL MCCULLOUGH | ||||||||||||||
| SVP SUPPLY CHAIN | $441,670 | $0 | $192,061 | $0 | $90,025 | $0 | $35,819 | $0 | $58,739 | $0 | $818,314 | $0 | $71,725 | $0 |
| NICKOLOS YAITSKY | ||||||||||||||
| VP CHIEF AI OFF & HEAD OF EA | $307,417 | $0 | $105,961 | $0 | $9,800 | $0 | $12,695 | $0 | $56,228 | $0 | $492,101 | $0 | $0 | $0 |
| PAUL DOUGLASS MD | ||||||||||||||
| TRUSTEE & PHYSICIAN | $441,588 | $0 | $324,522 | $0 | $13,860 | $0 | $31,331 | $0 | $46,764 | $0 | $858,065 | $0 | $0 | $0 |
| PAUL MURPHREE | ||||||||||||||
| VP MEDICAL OUTCOMES | $431,109 | $0 | $87,605 | $0 | $17,748 | $0 | $45,311 | $0 | $35,634 | $0 | $617,407 | $0 | $0 | $0 |
| PRANAV JAIN | ||||||||||||||
| VP CHIEF IH OFF & HEAD OF CP | $484,445 | $0 | $145,758 | $0 | $9,853 | $0 | $51,337 | $0 | $50,557 | $0 | $741,950 | $0 | $0 | $0 |
| REMINGTON FOSS | ||||||||||||||
| SVP HOSPITAL PRESIDENT WG | $0 | $400,025 | $0 | $178,035 | $0 | $94,118 | $0 | $47,824 | $0 | $43,566 | $0 | $763,568 | $0 | $75,711 |
| RICHARD CAPPS | ||||||||||||||
| EVP CHIEF INFO & DIGITAL OFFCR | $688,598 | $0 | $401,181 | $0 | $19,794 | $0 | $59,588 | $0 | $59,322 | $0 | $1,228,483 | $0 | $0 | $0 |
| RICHARD MYUNG | ||||||||||||||
| MD PHYSICIAN GROUP | $1,355,945 | $0 | $929,485 | $0 | $5,501 | $0 | $52,500 | $0 | $64,771 | $0 | $2,408,202 | $0 | $0 | $0 |
| ROB SCHREINER | ||||||||||||||
| EVP CHIEF PHYSICIAN EXECUTIVE | $0 | $0 | $0 | $0 | $600,814 | $0 | $0 | $0 | $0 | $0 | $600,814 | $0 | $0 | $0 |
| ROBERT DECOUX | ||||||||||||||
| VP CORPORATE MED STAFF SVCS | $208,708 | $0 | $41,778 | $0 | $14,698 | $0 | $45,628 | $0 | $34,335 | $0 | $345,147 | $0 | $0 | $0 |
| SANA BRUNO | ||||||||||||||
| VP LABORATORY SERVICES SYSTEM | $245,714 | $0 | $50,089 | $0 | $9,545 | $0 | $22,619 | $0 | $50,854 | $0 | $378,821 | $0 | $0 | $0 |
| SANDRA LUCIUS | ||||||||||||||
| VP HEAD OF CARE PLATFORMS | $303,863 | $0 | $104,622 | $0 | $50,176 | $0 | $53,759 | $0 | $20,487 | $0 | $532,907 | $0 | $31,472 | $0 |
| SHARON ROBINSON | ||||||||||||||
| VP FOUNDATION STRATEGY & GRWTH | $260,150 | $0 | $53,003 | $0 | $10,500 | $0 | $38,016 | $0 | $31,477 | $0 | $393,146 | $0 | $0 | $0 |
| SNEHAL DOSHI | ||||||||||||||
| SVP ANCILLARY AND SUPPORT SVC | $399,011 | $0 | $168,060 | $0 | $14,521 | $0 | $35,073 | $0 | $52,255 | $0 | $668,920 | $0 | $0 | $0 |
| SOPHIA MCINTYRE | ||||||||||||||
| SVP WMG AMB CAR DIV (END 4/23) | $136,952 | $0 | $0 | $0 | $338,697 | $0 | $33,307 | $0 | $13,942 | $0 | $522,898 | $0 | $0 | $0 |
| STEPHEN BADGER | ||||||||||||||
| VP WMG STRTGIC SERV (END 2/23) | $0 | $0 | $0 | $0 | $450,638 | $0 | $1,738 | $0 | $7,589 | $0 | $459,965 | $0 | $0 | $0 |
| STEPHEN VAULT | ||||||||||||||
| VP STRATEGIC COMMUNITY DEVELOP | $269,523 | $0 | $104,613 | $0 | $9,287 | $0 | $28,912 | $0 | $26,322 | $0 | $438,657 | $0 | $0 | $0 |
| STEVEN HUNT | ||||||||||||||
| VP HUMAN RESOURCE | $249,274 | $0 | $54,544 | $0 | $35,117 | $0 | $32,081 | $0 | $59,919 | $0 | $430,935 | $0 | $23,672 | $0 |
| SUSAN GRANT | ||||||||||||||
| EVP Chief Nursing Executive | $603,228 | $0 | $300,914 | $0 | $167,372 | $0 | $54,445 | $0 | $30,381 | $0 | $1,156,340 | $0 | $155,249 | $0 |
| SUSAN WRIGHT | ||||||||||||||
| VP PHARMACY SVCS | $296,729 | $0 | $62,269 | $0 | $10,670 | $0 | $34,888 | $0 | $34,837 | $0 | $439,393 | $0 | $0 | $0 |
| VALERY AKOPOV | ||||||||||||||
| SVP HOSPITAL DIVISION WMG | $564,308 | $0 | $299,907 | $0 | $26,580 | $0 | $36,644 | $0 | $49,690 | $0 | $977,129 | $0 | $0 | $0 |
| VARMA RAMESWAR | ||||||||||||||
| VP PEDIATRIC OPS AND SVC LINE | $279,064 | $0 | $61,315 | $0 | $11,658 | $0 | $58,451 | $0 | $32,398 | $0 | $442,886 | $0 | $0 | $0 |
| WILLIAM BELLANDO | ||||||||||||||
| SVP CHIEF INFO OFFICER | $461,443 | $0 | $151,951 | $0 | $18,396 | $0 | $53,811 | $0 | $53,896 | $0 | $739,497 | $0 | $0 | $0 |
| DAVID HAFNER | ||||||||||||||
| FORMER DIRECTOR | $25,655 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $25,655 | $0 | $0 | $0 |
| MARY CHATMAN | ||||||||||||||
| EVP ACUTE CARE OPERATIONS | $745,034 | $0 | $452,159 | $0 | $17,230 | $0 | $56,114 | $0 | $32,349 | $0 | $1,302,886 | $0 | $0 | $0 |
| RANDALL BENTLEY SR | ||||||||||||||
| FORMER DIRECTOR | $39,818 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $39,818 | $0 | $0 | $0 |
| THERESA LUU | ||||||||||||||
| MD PHYSICIAN GROUP | $941,536 | $0 | $484,230 | $0 | $4,721 | $0 | $52,500 | $0 | $55,037 | $0 | $1,538,024 | $0 | $0 | $0 |
| THOMAS DRAPER | ||||||||||||||
| VP CARDIOVASCULAR SERVICE LINE | $282,075 | $0 | $57,362 | $0 | $9,556 | $0 | $28,738 | $0 | $45,641 | $0 | $423,372 | $0 | $0 | $0 |
| OTIS A BRUMBYIII | ||||||||||||||
| FORMER TRUSTEE | $47,340 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $47,340 | $0 | $0 | $0 |
| T FITZ JOHNSON | ||||||||||||||
| FORMER TRUSTEE | $42,014 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $42,014 | $0 | $0 | $0 |
| CONNIE KIRK | ||||||||||||||
| FORMER TRUSTEE | $12,678 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $12,678 | $0 | $0 | $0 |
| ALLEN SEPARK | ||||||||||||||
| FORMER TRUSTEE | $10,703 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,703 | $0 | $0 | $0 |
| JOSEPH REPPERT | ||||||||||||||
| SVP FINANCE & CFO | $493,895 | $0 | $215,055 | $0 | $18,173 | $0 | $58,231 | $0 | $48,154 | $0 | $833,508 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE ITEMS, AS INDICATED IN LINE 1A, WERE PROVIDED, IN SOME INSTANCES, TO BOARD MEMBERS AND TO CERTAIN EMPLOYED INDIVIDUALS LISTED IN FORM 990, PART VII BY THE ORGANIZATION. THE ORGANIZATION FOLLOWS IRS GUIDELINES AND THESE ITEMS WERE ADDED AS TAXABLE INCOME AS APPROPRIATE. SCHEDULE J, PART I, LINE 1B REIMBURSEMENT POLICY: WHILE WELLSTAR HEALTH SYSTEM AND ITS AFFILIATES DO NOT HAVE A WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT OF THE ITEMS LISTED IN SCHEDULE J, PART I, LINE 1A, THE ORGANIZATION FOLLOWS IRS GUIDELINES IN THE PAYMENT OF ANY OF THESE ITEMS TO INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A. THESE ITEMS ARE ADDED AS TAXABLE WAGES ON THE INDIVIDUAL'S FORM W-2 AS APPROPRIATE. SCHEDULE J, PART I, LINE 4A SEVERANCE PAYMENTS: PURSUANT TO THEIR RESPECTIVE EMPLOYMENT AGREEMENTS, THE FOLLOWING GROUPS OF OFFICERS ARE ENTITLED TO SEVERANCE PAYMENTS BASED ON THEIR COMPENSATION AT THAT TIME IN THE EVENT OF CERTAIN IDENTIFIED CIRCUMSTANCES. THE SEVERANCE PAYMENT PERIODS ARE 24 MONTHS FOR EXECUTIVE VICE PRESIDENTS, 18 MONTHS FOR SENIOR VICE PRESIDENTS, AND 12 MONTHS FOR VICE PRESIDENTS. THE FOLLOWING OFFICERS RECEIVED SEVERANCE PAY DURING THE 2023 CALENDAR YEAR FROM EITHER THE ORGANIZATION OR A RELATED ORGANIZATION: ANDREW VON ESCHENBACH 282,694 JAMES LORIMER 80,533 JEREMY STEFFENS 255,008 JILL CASE-WIRTH 107,548 MARY TAVERNARO 245,159 ROB SCHREINER 600,814 STEPHEN BADGER 446,500 SOPHIA MCINTYRE 331,568 SCHEDULE J, PART I, LINE 4B PARTICIPATION IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: DURING THE YEAR, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS AND CERTAIN PHYSICIANS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SPONSORED BY WELLSTAR HEALTH SYSTEM, INC. THE AMOUNTS RELATED TO THIS PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM THE PLAN INCLUDED IN SCHEDULE J, PART II, COLUMN (B): ANDREW VON ESCHENBACH 29,587 ANTHONY BUDZINSKI 2,287,591 CANDICE SAUNDERS 446,498 DANIEL ABAD 34,344 DAVID JONES 748,409 JEREMY STEFFENS 27,186 JESSICA KOVALESKY 29,718 LAURA DANNELS 32,263 LEO REICHERT 1,795,578 MICHAEL MCCULLOUGH 71,725 REMINGTON FOSS 75,711 SANDRA LUCIUS 31,472 STEVEN HUNT 23,672 SUSAN GRANT 155,249 SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS TO OFFICERS: AS PART OF THE WELLSTAR EXECUTIVE COMPENSATION PHILOSOPHY A PERFORMANCE PAY PLAN WAS INSTITUTED SEVERAL YEARS AGO WHEREBY THE WELLSTAR BOARD OF TRUSTEES APPROVES AN ANNUAL INCENTIVE PLAN WHICH CONSISTS OF SEVERAL PERFORMANCE GOALS OR FACTORS THAT UPON ATTAINMENT WILL RESULT IN PAYOUTS TO ELIGIBLE PLAN PARTICIPANTS.THOSE FACTORS ARE: (1) PEOPLE & CUSTOMER SERVICE GOAL FOR EMPLOYEE "TRUST INDEX (2) QUALITY & SAFETY GOAL FOR CLINICAL EXCELLENCE AND PATIENT SATISFACTION; AND (3) FINANCIAL GOAL FOR ATTAINING A POSITIVE OPERATING MARGIN. CONFIRMATION OF ACHIEVING THESE GOALS IS TYPICALLY RECEIVED THROUGH THE ANNUAL EXTERNAL AUDIT PROCESS AND APPROVED BY THE BOARD OF TRUSTEES AT THAT TIME. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| HOSPITAL AUTHORITY OF COBB COUNTY | ||||||||
| A | 582464600 | 19081PEM4 | 2004-04-01 | $25,000,000 | EQUIPMENT POOL | false | false | false |
| HOSPITAL AUTHORITY OF COBB COUNTY | ||||||||
| B | 582464600 | 19081PEN2 | 2006-04-01 | $25,000,000 | EQUIPMENT POOL | false | false | false |
| COBB COUNTY KENNESTONE HOSPITAL AUTHORITY | ||||||||
| C | 581147004 | 190813PH2 | 2012-11-15 | $122,366,879 | ADVANCED REFUNDING CONSTRUCTION | false | false | false |
| SEE PART VI | ||||||||
| D | 2017-08-03 | $260,085,000 | CONSTRUCTION/REFUNDING | false | false | false | ||
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $25,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $25,000,000 | $0 | 2004 | false | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $25,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $25,000,000 | $0 | 2006 | false | false | Yes (true) | Yes (true) |
| C | $76,300,000 | $0 | $122,366,879 | $0 | $0 | $0 | $1,079,370 | $0 | $0 | $0 | $121,207,509 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| D | $18,225,000 | $0 | $110,085,000 | $0 | $0 | $0 | $170,000 | $0 | $0 | $0 | $109,915,000 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Total Private Business UseTotalPrivateBusinessUsePct |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | false | false | 0 | false | false | false | Yes (true) | |
| B | false | Yes (true) | Yes (true) | false | false | 0 | false | false | false | Yes (true) | |
| C | false | Yes (true) | Yes (true) | false | false | 0 | false | false | false | Yes (true) | |
| D | false | Yes (true) | Yes (true) | false | false | 0.01400 | false | false | false | Yes (true) | 0.01400 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd |
|---|---|---|---|---|---|---|---|
| 0 | |||||||
| A | false | Yes (true) | Yes (true) | false | false | 0 | false |
| 0 | |||||||
| B | false | Yes (true) | false | false | false | 0 | false |
| 0 | |||||||
| C | false | false | false | false | false | 0 | false |
| 0 | |||||||
| D | false | Yes (true) | Yes (true) | false | false | 0 | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART V | PROCEDURES TO UNDERTAKE CORRECTIVE ACTION: WELLSTAR HEALTH SYSTEM, INC. (THE BORROWER ON TAX-EXEMPT BONDS) HAS ESTABLISHED POLICIES AND PROCEDURES THAT WILL MAXIMIZE THE LIKELIHOOD THAT ALL APPLICABLE POST-ISSUANCE REQUIREMENTS OF FEDERAL INCOME TAX LAW NEEDED TO PRESERVE THE TAX-EXEMPT STATUS OF THE BONDS ARE MET. THE PROCEDURES INCLUDE EXTERNAL ADVISORS SUCH AS BOND COUNSEL AND OTHER LEGAL COUNSEL WHO ASSIST THE BORROWER IN MAINTAINING THE TAX-EXEMPT STATUS OF ALL BONDS; ARBITRAGE REBATE CALCULATIONS THAT NEED TO BE MADE FOR EACH BOND ISSUE; DOCUMENTATION OF THE USE OF BOND PROCEEDS INCLUDING POTENTIAL PRIVATE BUSINESS USE APPLICABLE TO THE BONDS AFTER AN ANNUAL INTERNAL REVIEW OF THOSE USES; AND PROPER RECORD KEEPING OF ALL DOCUMENTS RELATED TO THE ISSUANCE OF TAX-EXEMPT BONDS. THESE PROCEDURES APPLY TO ALL LISTED TAX-EXEMPT BONDS. |
| SCHEDULE K, PART I, COLUMN (D) | AS PART OF THE VARIABLE RATE COMPOSITE BOND ISSUE, ISSUED 8/3/2017, IN THE TOTAL ORIGINAL AMOUNT OF $260,085,000 OF WHICH $150,000,000 HAS BEEN LEGALLY DEFEASED, THE FOLLOWING INFORMATION IS BEING PROVIDED: ISSUER NAME EIN CUSIP # COBB COUNTY KENNESTONE HOSPITAL AUTHORITY 58-1147004 DEVELOPMENT AUTHORITY OF FULTON COUNTY (DEFEASED) 58-1506878 36005GAY9 GRIFFIN-SPALDING COUNTY HOSPITAL AUTHORITY 58-6212778 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| SEE PART VI | ||||||||
| A | 2020-08-03 | $611,463,388 | CONSTRUCTION/REFUNDING | false | false | false | ||
| COBB COUNTY KENNESTONE HOSPITAL AUTHORITY | ||||||||
| B | 2020-08-06 | $93,340,000 | CONSTRUCTION/REFUNDING | false | false | false | 581147004 | 190813SC0 |
| COBB COUNTY KENNESTONE HOSPITAL AUTHORITY | ||||||||
| C | 2021-01-04 | $89,661,453 | CONSTRUCTION/REFUNDING | false | false | false | 581147004 | 190813SY2 |
| DEVELOPMENT AUTHORITY OF FULTON COUNTY | ||||||||
| D | 2020-08-06 | $70,165,000 | CONSTRUCTION/REFUNDING | false | false | false | 581506878 | 36005GAZ6 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $48,505,000 | $0 | $611,463,388 | $0 | $7,591,948 | $0 | $4,012,203 | $0 | $0 | $110,819,958 | $489,039,579 | $0 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
| B | $6,540,000 | $0 | $111,905,795 | $0 | $0 | $0 | $805,422 | $0 | $0 | $111,100,373 | $0 | $0 | Yes (true) | false | false | Yes (true) |
| C | $14,255,000 | $0 | $89,661,453 | $0 | $0 | $0 | $629,141 | $0 | $0 | $89,032,312 | $0 | $0 | false | false | false | Yes (true) |
| D | $0 | $0 | $80,174,738 | $0 | $0 | $0 | $791,421 | $0 | $0 | $79,383,317 | $0 | $0 | Yes (true) | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | false | false | 0.01250 | 0.01250 | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | false | false | 0 | false | false | false | Yes (true) | |
| C | false | Yes (true) | Yes (true) | false | false | 0 | false | false | false | Yes (true) | |
| D | false | Yes (true) | Yes (true) | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd |
|---|---|---|---|---|---|---|---|
| 0 | |||||||
| A | false | Yes (true) | false | false | false | 0 | false |
| 0 | |||||||
| B | false | Yes (true) | false | false | false | 0 | false |
| 0 | |||||||
| C | false | Yes (true) | false | false | false | 0 | false |
| 0 | |||||||
| D | false | Yes (true) | false | false | false | 0 | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART I, COLUMNS (A), (B), & (C) | FormAndLineReferenceDesc |
| Explanation | AS PART OF THE FIXED RATE COMPOSITE BOND ISSUE, ISSUED 8/3/2017, IN THE TOTAL AMOUNT OF $611,463,388 THE FOLLOWING INFORMATION IS BEING PROVIDED: ISSUER NAME EIN CUSIP # DEVELOPMENT AUTHORITY OF FULTON COUNTY 58-1506878 36005GAX1 GRIFFIN-SPALDING COUNTY HOSPITAL AUTHORITY 58-6212778 398258AX1 LAGRANGE-TROUP COUNTY HOSPITAL AUTHORITY 56-2609278 507152AX4 COBB COUNTY KENNESTONE HOSPITAL AUTHORITY 58-1147004 190813RF4 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PAULDING COUNTY HOSPITAL AUTHORITY | ||||||||
| A | 586011214 | 703596EG7 | 2022-03-08 | $95,875,162 | CONSTRUCTION/REFUNDING | false | false | false |
| COBB COUNTY KENNESTONE HOSPITAL AUTHORITY | ||||||||
| B | 581147004 | 190813SZ0 | 2022-03-08 | $201,389,838 | CONSTRUCTION | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,330,000 | $0 | $95,876,162 | $0 | $0 | $0 | $600,202 | $0 | $0 | $0 | $95,274,960 | $0 | Yes (true) | false | false | Yes (true) |
| B | $0 | $0 | $201,389,838 | $0 | $4,490,127 | $0 | $1,389,838 | $0 | $0 | $93,897,460 | $0 | $0 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | false | false | 0 | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd |
|---|---|---|---|---|---|---|---|
| 0 | |||||||
| A | false | Yes (true) | false | false | false | 0 | false |
| 0 | |||||||
| B | false | Yes (true) | false | false | false | 0 | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | Bond Issuer EINBondIssuerEIN |
|---|---|---|---|---|---|---|---|---|
| COLUMBIA COUNTY HOSPITAL AUTHORITY 2023A & 2023B | ||||||||
| A | 117479ADO | 2023-11-02 | $336,989,073 | CONSTRUCTION | false | false | false | |
| Cobb County Kennestone Hospital Authority 2023 A | ||||||||
| B | 190813THB | 2023-11-02 | $81,078,334 | CONSTRUCTION/REFUNDING | false | false | false | 581147004 |
| Development Authority of Augusta 2023A | ||||||||
| C | 05115CBQ6 | 2023-11-02 | $80,497,490 | CONSTRUCTION/REFUNDING | false | false | false | 521309430 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $336,989,073 | $282,497,005 | $6,150,081 | $0 | $2,563,046 | $412,850 | $0 | $54,641,535 | $4,913,256 | $0 | false | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $81,078,334 | $0 | $0 | $0 | $545,621 | $72,799 | $0 | $0 | $80,459,914 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $80,497,490 | $0 | $0 | $0 | $629,270 | $206,425 | $0 | $0 | $79,661,795 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
| C | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| B | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| C | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (7 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SHEILA ROBINSON MD | |||
| WIFE OF BOARD MEMBER | $448,652 | EMPLOYEE OF WELLSTAR | false |
| SAMANTHA ROS | |||
| DAUGHTER-IN-LAW OF BOARD MEMBER | $167,289 | EMPLOYEE OF WELLSTAR | false |
| JOSEPH BURNS MD | |||
| SON-IN-LAW OF BOARD MEMBER | $1,005,124 | EMPLOYEE OF WELLSTAR | false |
| BROOK HURST | |||
| CHILD OF BOARD MEMBER | $53,314 | EMPLOYEE OF WELLSTAR | false |
| JOYLETTA FINLEY-BRUNO | |||
| SPOUSE OF FORMER OFFICER | $92,051 | EMPLOYEE OF WELLSTAR | false |
| NOLAN TAACA | |||
| SPOUSE OF FORMER OFFICER | $84,215 | EMPLOYEE OF WELLSTAR | false |
| NELSON MAYS MD | |||
| FAMILY MEMBER OF BOARD MEMBER | $229,410 | EMPLOYEE OF WELLSTAR | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV, LINES 1-7 | FormAndLineReferenceDesc |
| Explanation | BUSINESS TRANSACTIONS WITH INTERESTED PARTIES: ALL TRANSACTIONS LISTED IN SCHEDULE L, PART IV ARE FOR INTERESTED PARTIES OR IN THIS CASE FAMILY MEMBERS OF EITHER TRUSTEES OR OFFICERS OF WELLSTAR HEALTH SYSTEM, INC. OR ITS RELATED ORGANIZATIONS. THE TRANSACTIONS ALL REPRESENT PAYMENT OF SERVICES AS EMPLOYEES OF WELLSTAR HEALTH SYSTEM. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
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| FORM 990, PART I, LINE 1 & FORM 990, PART III, LINE 4A | VISION: DELIVER WORLD-CLASS HEALTHCARE TO EVERY PERSON, EVERY TIME. MISSION: TO ENHANCE THE HEALTH AND WELL-BEING OF EVERY PERSON WE SERVE. VALUES: WE SERVE WITH COMPASSION. WE PURSUE EXCELLENCE. WE HONOR EVERY VOICE. FORM 990, PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENTS ABOUT WELLSTAR AT WELLSTAR, PEOPLE ARE AT THE CENTER OF EVERYTHING WE DO AND EVERY DECISION WE MAKE. AS A NOT-FOR-PROFIT ORGANIZATION, WE HAVE MADE A GENERATIONAL COMMITMENT TO TRANSFORM HEALTHCARE FOR ALL. WE WORK TO ENSURE EVERY PERSON HAS ACCESS TO PERSONALIZED CARE THAT HELPS THEM SPEND MORE TIME BEING A PERSON, RATHER THAN A PATIENT. THAT'S WHAT WE MEAN WHEN WE SAY WE'RE MORE THAN HEALTHCARE-WE'RE PEOPLECARE. WELLSTAR IS NATIONALLY RECOGNIZED FOR OUR INCLUSIVE CULTURE, EXCEPTIONAL DOCTORS AND TEAM MEMBERS, AND PERSONAL, HIGH-QUALITY CARE. WE THOUGHTFULLY REINVEST IN PREVENTION, WELLNESS PROGRAMS AND CHARITY CARE, AND PROVIDE ACCESS TO COMPASSIONATE, WORLD-CLASS CARE THROUGH OUR EXPANSIVE SYSTEM OF 11 HOSPITALS, 412 MEDICAL OFFICE LOCATIONS, 11 CANCER CENTERS, 91 REHABILITATION CENTERS, 35 IMAGING CENTERS, 20 URGENT CARE LOCATIONS, FIVE HEALTH PARKS, THREE HOSPICE FACILITIES AND TWO RETIREMENT VILLAGES. TO LEARN MORE ABOUT HOW WE CARE FOR THE COMMUNITIES WE SERVE, VISIT WELLSTAR.ORG. MISSION, VISION, AND VALUES - OUR MISSION IS TO ENHANCE THE HEALTH AND WELL-BEING OF EVERY PERSON WE SERVE. - OUR VISION IS TO DELIVER WORLD-CLASS HEALTHCARE TO EVERY PERSON, EVERY TIME. - OUR VALUES ARE TO SERVE WITH COMPASSION, PURSUE EXCELLENCE AND HONOR EVERY VOICE. MILESTONES WELLSTAR HAS A BREADTH OF HISTORICAL FIRSTS, INCLUDING, BUT NOT LIMITED TO: - PERFORMED THE NATION'S FIRST LAPAROSCOPIC GALLBLADDER REMOVAL AT KENNESTONE REGIONAL MEDICAL CENTER (1988), NOW KNOWN AS WELLSTAR KENNESTONE REGIONAL MEDICAL CENTER - ACQUIRED GEORGIA'S FIRST OPEN HIGH-FIELD MRI SCANNER AT PAULDING HOSPITAL (2008), NOW KNOWN AS WELLSTAR PAULDING MEDICAL CENTER - FIRST ORTHOPEDIC CENTER IN GEORGIA TO ACHIEVE THE JOINT COMMISSION'S CERTIFICATES OF DISTINCTION IN BOTH MANAGEMENT OF HIP FRACTURE AND ADVANCED TOTAL JOINT REPLACEMENT AT WELLSTAR KENNESTONE REGIONAL MEDICAL CENTER (2018) - LAUNCHED CATALYST BY WELLSTAR, A FIRST-OF-ITS-KIND GLOBAL DIGITAL HEALTH AND INNOVATION CENTER (2021) - RECOGNIZED AS THE ONLY HEALTHCARE SYSTEM IN GEORGIA AND ONE OF 25 NATIONWIDE TO RECEIVE A $2 MILLION GRANT FROM THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES THROUGH THE SUBSTANCE ABUSE AND MENTAL HEALTH SERVICES ADMINISTRATION (2023) - NAMED THE SECOND HIGHEST PROVIDER OF CHARITY CARE IN THE NATION BY MODERN HEALTHCARE (2023) - FIRST HEALTH SYSTEM IN GEORGIA AND THE FIFTH IN THE NATION TO BE ACCREDITED AS A NETWORK CANCER PROGRAM RUN BY THE AMERICAN COLLEGE OF SURGEONS - FIRST HEALTH SYSTEM IN THE NATION TO OFFER SHARECARE DIGITAL HEALTH AND WELLNESS APP TO ITS TEAM MEMBERS COVERAGE AT A GLANCE WHEN WE SAY WE SERVE THE COMMUNITY, WE MEAN IT. WELLSTAR MEDICAL CENTERS, HEALTH PARKS, MEDICAL OFFICES AND OTHER FACILITIES ARE CONVENIENTLY LOCATED ACROSS THE STATE OF GEORGIA. - 11 HOSPITALS - 2,729 LICENSED BEDS - 5 HEALTH PARKS - 20 URGENT CARE LOCATIONS - 329+ MEDICAL OFFICES - 11 CANCER CENTERS - 91 REHABILITATION CENTERS - 35 IMAGING CENTERS - 3 HOSPICE FACILITIES - 2 RETIREMENT VILLAGES - 9 PEDIATRIC CENTERS - 11 SLEEP LABS - 7 WOUND CARE CENTERS - 10 COUNTIES OFFERING HOME HEALTH SERVICES WITH MORE THAN 1 MILLION PATIENT VISITS IN 2023, THE WELLSTAR HEALTH PARKS IN EAST COBB, ACWORTH, AVALON, CHEROKEE AND VININGS PROVIDED PATIENTS WITH SEAMLESS CARE AND CONVENIENT ACCESS TO PRIMARY CARE, SPECIALISTS, OUTPATIENT PROCEDURES, PHARMACY, URGENT CARE, PHYSICAL THERAPY, AND IMAGING-ALL AT A SINGLE LOCATION. IT'S PART OF OUR COMMITMENT TO OFFER ACCESS TO QUALITY HEALTHCARE AT THE RIGHT TIME AND PLACE FOR OUR PATIENTS. CLINICAL EXPERTISE LED BY PHYSICIANS AND OTHER CLINICIANS, OUR SERVICE LINES SUPPORT AND CONNECT PEOPLE, PROCESSES AND TECHNOLOGIES. EXPERTS WITHIN EACH SPECIALTY BRING THEIR INSIGHT AND INNOVATION TO COLLEAGUES ACROSS OUR SYSTEM. THE RESULT IS BETTER PATIENT CARE AND A HEALTHIER COMMUNITY. OUR CLINICAL SPECIALTIES INCLUDE: - BEHAVIORAL HEALTH - CARDIOVASCULAR - DIGESTIVE HEALTH - EMERGENCY CARE - HOSPITAL MEDICINE - MUSCULOSKELETAL - NEURO CARE - ONCOLOGY - PEDIATRICS - PRIMARY CARE - PULMONARY - SURGERY - WOMEN'S HEALTH COMMUNITY NEEDS WELLSTAR REMAINS DEDICATED TO IMPROVING THE HEALTH OF THE COMMUNITY. WE CONDUCT COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNAS) TO HELP US BETTER UNDERSTAND THE UNIQUE HEALTHCARE NEEDS OF OUR COMMUNITIES. BY WORKING WITH A DIVERSE GROUP OF COMMUNITY LEADERS AND THE GEORGIA HEALTH POLICY CENTER, WE COLLECT COMPREHENSIVE DATA FOR OUR CHNAS. WE IMPLEMENT A PLAN BASED ON THIS DATA TO DEVELOP ACTIONABLE AND MEASURABLE PROGRAMS AND SERVICES TO OPTIMIZE PATIENT OUTCOMES AND IMPROVE OVERALL COMMUNITY HEALTH. THE AREAS LISTED BELOW EMERGED AS PRIORITY FOR THE COMMUNITIES THAT WELLSTAR SERVES AND INFORM THE WELLSTAR CENTER FOR HEALTH EQUITY PROGRAMS AND PARTNERSHIPS. - ACCESS TO CARE - BEHAVIORAL HEALTH - FOOD ACCESS AND HEALTHY LIVING - HOUSING - PEDIATRICS - WOMEN'S HEALTH FOR MORE INFORMATION ON WELLSTAR COMMUNITY HEALTH NEEDS ASSESSMENT,VISIT OUR COMMUNITY HEALTH NEEDS ASSESSMENT WEBSITE. INNOVATION WELLSTAR HAS A VISION FOR HEALTHCARE THAT CONTINUES TO EVOLVE AND EQUIP US TO BRING THE BEST TECHNOLOGY AND THE BEST CARE TO OUR COMMUNITIES. WE LAUNCH STRATEGIC PARTNERSHIPS, PILOT NEW THERAPIES, DEVELOP LESS-INVASIVE PROCEDURES AND ADVANCE TECHNOLOGIES TO TRANSFORM HEALTHCARE AND IMPROVE PEOPLE'S LIVES. THIS IS WHY WE LAUNCHED CATALYST BY WELLSTAR, A FIRST-OF-ITS-KIND GLOBAL DIGITAL HEALTH AND INNOVATION CENTER, AND WHY WE BUILT CATALYST VOICE, AN ONLINE COMMUNITY FOR OVER 100,000 WELLSTAR PATIENTS TO HELP SHAPE THE FUTURE OF HEALTHCARE. HERE ARE SOME EXAMPLES OF ADVANCEMENTS OVER THE PAST FEW YEARS. - INVESTED IN AN ADVANCED ELECTRONIC MEDICAL SYSTEM WITH ARTIFICIAL INTELLIGENCE TECHNOLOGY (AI) THAT ALLOWS FOR EARLY WARNING DETECTION, ANTICIPATES NEEDS OF PATIENTS BASED ON THEIR PROFILES AND DETERMINES IF PATIENTS MAY BE PREDISPOSED TO DISEASE OR INFECTION BASED ON FAMILY HISTORY, MEDICAL HISTORY AND DNA - USE OF AI TO IDENTIFY LARGE VESSEL BLOCKAGE, WHICH INCREASES THE RISK OF STROKE, AND IDENTIFY KEY TERMS TO SCREEN FOR LUNG NODULES - WELLSTAR KENNESTONE REGIONAL MEDICAL CENTER IS THE FIRST HOSPITAL IN GEORGIA TO OFFER PARENTS A PRIVATE 24/7 LIVESTREAM OF THEIR BABY IN THE NEONATAL INTENSIVE CARE UNIT THROUGH NICVIEW, A BEDSIDE CAMERA SYSTEM. THE SYSTEM IS SUPPORTED FINANCIALLY BY A FUNDRAISING ORGANIZATION, WELLSTAR FOUNDATION, INC. THE SERVICE AREA FOR THE SYSTEM ENCOMPASSES PARTS OF THE NORTHWESTERN, CENTRAL AND WESTERN SECTIONS OF THE STATE OF GEORGIA - THE PRIMARY SERVICE AREAS BEING IN BARTOW, CHEROKEE, COBB, DOUGLAS, PAULDING, FULTON, BUTTS, SPALDING, RICHMOND, COLUMBIA AND TROUP COUNTIES. HISTORY IN 1993, WHAT WAS THEN KNOWN AS THE COBB HEALTH SYSTEM, THE KENNESTONE REGIONAL HEALTH CARE SYSTEM, AND THE DOUGLAS GENERAL HOSPITAL AFFILIATED TO FORM THE NORTHWEST GEORGIA HEALTH SYSTEM. PAULDING MEMORIAL MEDICAL CENTER AFFILIATED WITH NORTHWEST GEORGIA HEALTH SYSTEM IN 1994. IN 1994, THE NORTHWEST GEORGIA HEALTH SYSTEM HELPED FORM THE PROMINA HEALTH SYSTEM AND CHANGED ITS NAME TO PROMINA NORTHWEST HEALTH SYSTEM. IN 1998, PROMINA NORTHWEST HEALTH SYSTEM CHANGED ITS NAME TO WELLSTAR HEALTH SYSTEM. WELLSTAR DISASSOCIATED FROM AND BECAME TOTALLY INDEPENDENT OF PROMINA IN 1999. IN MARCH 2016 WELLSTAR ACQUIRED THE ASSETS OF ATLANTA MEDICAL CENTER (Merged with Kennestone Hospital on 9-30-22), NORTH FULTON HOSPITAL, SPALDING HOSPITAL, SYLVAN GROVE HOSPITAL FROM ANOTHER ORGANIZATION IN A PURCHASE AGREEMENT. IN APRIL 2016 WELLSTAR HEALTH SYSTEM, INC BECAME THE SOLE CORPORATE MEMBER OF WEST GEORGIA HEALTH SERVICES, INC AND ITS AFFILIATED ENTITIES, INCLUDING WEST GEORGIA MEDICAL CENTER, THROUGH A MEMBER SUBSTITUTION AGREEMENT. IN 2023, WELLSTAR HEALTH SYSTEM, INC, THROUGH A MEMBER SUBSTITUTION AGREEMENT, BECAME THE SOLE CORPORATE MEMBER OF AU HEALTH SYSTEM, INC. (CHANGED THE NAME TO WELLSTAR MCG HEALTH, INC) AND ITS AFFILIATE ENTITIES INCLUDING AU MEDICAL CENTER INC, AU MEDICAL ASSOCIATES, INC, WELLSTAR MCG HEALTH WARM SPRINGS, INC. AND OTHER SUBSIDARY ENTITIES. WELLSTAR HEALTH SYSTEM IS A PARENT CORPORATION, WHICH PROVIDES OVERALL COORDINATION INCLUDING GOVERNING BODY TO ITS 11 AFFILIATE HOSPITALS, WELLSTAR MEDICAL GROUP, LLC, WELLSTAR FOUNDATION, INC AND OTHER SUBSIDIARY ENTITIES: - COBB HOSPITAL, INC. - DOUGLAS HOSPITAL INC. - KENNESTONE HOSPITAL, INC. - PAULDING MEDICAL CENTER, INC. - WELLSTAR FOUNDATION INC. - WELLSTAR NORTH FULTON HOSPITAL, INC. - WELLSTAR SPALDING REGIONAL HOSPITAL, INC. - WELLSTAR SYLVAN GROVE HOSPITAL, INC. - WEST GEORGIA HEALTH SERVICES, INC. - WEST GEORGIA MEDICAL CENTER, INC. - WELLSTAR MCG HEALTH, INC. - AU MEDICAL CENTER, INC - WELLSTAR MCG HEALTH WARM SPRINGS, INC. - WINDY HILL HOSPITAL, A SUB ACUTE PROVIDER OF KENNESTONE HOSPITAL, INC. |
| SERVICES | WELLSTAR HEALTH SYSTEM IS ABLE TO OFFER A FULL RANGE OF HEALTHCARE SERVICES THROUGH ITS AFFILIATES. THE SERVICES OFFERED INCLUDE BUT ARE NOT LIMITED TO: - MOST MAJOR INPATIENT CLINICAL SERVICES, - TRANSPLANT SERVICES - LEVEL 1, 2, 3 TRAUMA CENTERS - OUTPATIENT SERVICES, - DIAGNOSTIC AND THERAPEUTIC SERVICES, - ANCILLARY AND SUPPORT SERVICES, - PRIMARY CARE & SPECIALTY PHYSICIAN SERVICES, - URGENT CARE SERVICES, - HOME HEALTH SERVICES, - SKILLED NURSING SERVICES AND - HOSPICE SERVICES. THE 11 HOSPITAL LOCATIONS ARE ACUTE CARE FACILITIES WITH INPATIENT, OUTPATIENT, AND EMERGENCY SERVICES. THE SYSTEM INCLUDES A RESIDENTIAL FACILITY ON THE KENNESTONE HOSPITAL CAMPUS, CALLED ATHERTON PLACE. ATHERTON PLACE ALSO HOUSES AN ASSISTED LIVING UNIT AS AN ADDITIONAL LEVEL OF CARE. PAULDING MEDICAL CENTER IS HOME TO A FULL CARE NURSING HOME, PAULDING NURSING CENTER AND WEST GEORGIA MEDICAL CENTER IS ALSO HOME TO TWO FULL CARE NURSING HOMES. VERNON WOODS RETIREMENT COMMUNITY IS AN ASSISTED LIVING FACILITY IN LAGRANGE GEORGIA COBB HOSPITAL IS HOME TO A HOME HEALTH AGENCY AND A RESIDENTIAL HOSPICE FACILITY CALLED TRANQUILITY FOR THOSE PATIENTS IN THE END STAGES OF LIFE. KENNESTONE HOSPITAL ALSO OPENED A RESIDENTIAL HOSPICE FACILITY NOT FAR FROM ITS MAIN CAMPUS. THE SYSTEM IS COMPLIMENTED WITH APPROXIMATELY 412 PHYSICIAN PRACTICES AND SEVERAL URGENT CARE CENTERS. THE SYSTEM IS THUS ABLE TO PROVIDE A COMPLETE CONTINUUM OF CARE FOR THE COMMUNITY IT SERVES. THE FOLLOWING STATEMENTS OF COMMUNITY BENEFIT AND PROGRAM SERVICE ACCOMPLISHMENTS REPRESENT SYSTEM-WIDE ACTIVITY FOR WELLSTAR HEALTH SYSTEM, INC. (THE "SYSTEM") - EIN 58-1649541. THE AFFILIATED ENTITIES OF THE WELLSTAR OPERATE AS CHARITABLE ORGANIZATIONS CONSISTENT WITH THE REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE "COMMUNITY BENEFIT STANDARD" OF IRS REVENUE RULING 69-545, EXCEPT FOUR OF ITS AFFILIATES THAT OPERATE AS OTHER THAN NOT-FOR-PROFIT ENTITIES INCLUDING (1) WELLSTAR HEALTH PLAN, INC, A STATE OF GEORGIA LICENSED HEALTH MAINTENANCE ORGANIZATION (EIN 46-1922499), (2) WELLSTAR PHYSICIAN HOSPITAL ORGANIZATION, (EIN 58-2116179), (3) WEST GEORGIA HEALTH PHYSICIANS, INC (EIN 27-5125341), (4) COMMUNITY ASSURANCE COMPANY LTD., A CAYMAN DOMICILED CAPTIVE INSURANCE COMPANY (EIN 58-1649541). THE SYSTEM MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE IT PROVIDES THROUGH ITS AFFILIATES. THESE RECORDS INCLUDE THE AMOUNT OF CHARGES FOREGONE FOR SERVICES AND SUPPLIES FURNISHED UNDER ITS COMMUNITY FINANCIAL AID POLICY. THE SYSTEM ALSO PARTICIPATES IN CERTAIN GOVERNMENTAL INSURANCE PROGRAMS, INCLUDING MEDICARE AND MEDICAID. UNDER THESE PROGRAMS, THE SYSTEM PROVIDES CARE TO PATIENTS AT PAYMENT RATES WHICH ARE DETERMINED BY THE FEDERAL AND STATE GOVERNMENTS, REGARDLESS OF THE SYSTEM'S ACTUAL CHARGES. IN MOST CASES, THESE PROGRAMS PAY THE SYSTEM AT AMOUNTS WHICH ARE LESS THAN ITS COST OF PROVIDING SERVICES. THE FOLLOWING IS THE COST TO PROVIDE CARE TO THOSE PATIENTS QUALIFYING FOR COMMUNITY FINANCIAL AID ALONG WITH THE UNREIMBURSED COST OF PROVIDING CARE TO MEDICARE AND MEDICAID BENEFICIARIES AND OTHER PATIENTS. THESE C0STS ARE DETERMINED USING A COST-TO-CHARGE RATIO. Cost of providing charity care $204,783 Unreimbursed cost of providing care to Medicaid beneficiaries $59,205 Unreimbursed cost of providing care to Medicare beneficiaries $733,422 Unreimbursed cost of providing care to other patients $262,212 Cost of other Community Programs $46,825 Total Uncompensated Care and Community Programs $1,306,447 Community Investments- Funds Back Into Infrastructure $182,090,000 Community Investments- Allied Health/Medical education $19,409,000 Community Investments- Operations- Staff/Software $2,444.000 Total Community Investments $203,943,000 IN ADDITION, WELLSTAR AFFILIATE HOSPITALS MADE $56.2 MILLION AND $40.5 MILLION, RESPECTIVELY, IN PROVIDER PAYMENTS (CHARITY CARE COST) AND RECOGNIZED SUCH PAYMENTS AS A REDUCTION IN NET PATIENT SERVICE REVENUE IN THE FISCAL 2024 AND 2023 COMBINED FINANCIAL STATEMENTS. WELLSTAR CONTINUES TO PARTICIPATE IN THE CENTER FOR MEDICARE AND MEDICAID SERVICES (CMS) MEDICARE SAVINGS PROGRAM AS AN ACCOUNTABLE CARE ORGANIZATION (ACO). WELLSTAR'S ACO IS ONE OF THE LARGEST ACOS IN GEORGIA AND IT HAS 5,626 PHYSICIANS INCLUDING 42,328 MEMBERS. THE ACO HAS BEEN RECOGNIZED AS ONE OF THE TOP 100 ACO'S IN THE COUNTRY. THE PROGRAM HAS BEEN SUCCESSFUL THROUGH A FOCUS ON WELLNESS AND THE IMPROVED MANAGEMENT OF CHRONIC ILLNESSES AND THE RELATED COORDINATION OF CARE, TO ENSURE PATIENTS, ESPECIALLY CHRONICALLY ILL, GET THE RIGHT CARE AT THE RIGHT TIME TO MAINTAIN THEIR OPTIMAL HEALTH AND AVOID THE NEED FOR HIGH-COST EMERGENCY AND HOSPITAL CARE. THE SYSTEM OFFERS MANY WELLNESS AND EDUCATIONAL SERVICES AT LITTLE OR NO COST TO THE COMMUNITY. HEALTH FAIRS ARE HELD THROUGHOUT THE YEAR AT CONVENIENT LOCATIONS, PROVIDING VARIOUS HEALTH SCREENINGS, SUCH AS MAMMOGRAMS, BONE DENSITY, BLOOD PRESSURE AND CHOLESTEROL CHECKS. A LARGE NUMBER OF EDUCATIONAL PROGRAMS ARE OFFERED FOR ALL AGES. THESE PROGRAMS INCLUDE BICYCLE SAFETY, CAR SEAT SAFETY, DEFENSIVE DRIVING, CPR AND FIRST-AID CLASSES. FLU SHOTS ARE AVAILABLE TO THE COMMUNITY DURING FLU SEASON AND HEALTH SCREENINGS, MEDICAL SUPPLIES, AND IMMUNIZATIONS ARE PROVIDED TO CHILDREN THROUGH LOCAL HEALTH DEPARTMENTS AND HEALTH FAIRS. THE COSTS OF THESE SERVICES ARE INCLUDED IN UNRESTRICTED REVENUE, GAINS AND OTHER SUPPORT IN EXCESS OF EXPENSES AND LOSSES IN THE FINANCIAL STATEMENTS.THE PHYSICIANS OF THE SYSTEM MAKE SIGNIFICANT CONTRIBUTIONS TO IMPROVE THE HEALTH STATUS OF THE COMMUNITY, INCLUDING INVOLVEMENT IN MANY COMMUNITY ACTIVITIES PROMOTING HEALTH AWARENESS AND IMPROVEMENT, EMERGENCY ROOM CARE, AND DELIVERY OF CARE TO THE INDIGENT POPULATION OF THE SYSTEM'S SERVICE AREA. THE SYSTEM ALSO MADE SIGNIFICANT CONTRIBUTIONS TO THE NURSING PROGRAM AT A LOCAL UNIVERSITY. THIS FINANCIAL SUPPORT HAS HELPED TO GROW THE PROGRAM, WHICH BENEFITS THE SYSTEM AS WELL AS THE COMMUNITY. |
| FINANCIAL & DATA STATISTICS | FINANCIAL & DATA STATISTICS 2023(1) 2024 Licensed Beds 2,775 2,729 Staffed Beds 1,803 (2) 2,310 Inpatient Admissions 103,514 127,931 Inpatient Census Days 526,966 652,691 Observation Patients 22,134 21,548 Average Length of Stay 5.09 5.10 Average Daily Census 1,469 1,783 Outpatient Visits 1,350,792 2,287,668 Emergency Room Visits 520,914 592,415 Deliveries 13,126 14,344 Inpatient Surgery Cases 20,252 26,658 Outpatient Surgery Cases 42,726 54,407 Case Mix Index 1.7046 1.6842 (entire System) (3) Case Mix Index 1.8636 1.8492 (Kennestone) (1) Does not include utilization statistics for WMCG and its consolidated subsidiaries, acquired August 29, 2023 (2) The reduction in staff beds as of June 30, 2023, is attributable primarily to the closure of AMC, which closed on November 1, 2022 (3)All patient case mix index excluding newborn, inpatient rehab patients and psychiatric patients COMMUNITY PARTNERSHIPS AND ENGAGEMENT - WELLSTAR IS COMMITTED TO REINVESTNG IN OUR COMMUNITIES BY ENGAGING IN PARTNERSHIPS AND SUPPORTING SPONSORSHIP OPPORTUNITIES THAT ALIGN WITH OUR MISSION, VISION, AND VALUES TO IMPROVE THE HEALTH AND WELL-BEING OF ALL THE PEOPLE AND COMMUNITIES WE SERVE TO ACHIEVE POSITIVE COMMUNITY IMPACT. COMMUNITY BASED PARTNERSHIPS MAY INCLUDE MISSION ALIGNED PARTNERS SUCH AS THE AMERICAN HEART ASSOCIATION, AMERICAN CANCER SOCIETY, AMERICAN LUNG ASSOCIATION, GEORGIA ALLIANCE FOR BREAST CANCER, MARCH OF DIMES; OTHER NOT-FOR-PROFITS THAT FURTHER A SOCIAL CAUSE AND PROVIDE COMMUNITY BENEFIT SUCH AT THE ATLANTA COMMUNITY FOOD BANK, MUST MINISTRIES, TOMMY NOBIS CENTER; BUSINESS AND CIVIC ORGANIZATIONS SUCH AS CHAMBERS OF COMMERCE AND ROTARY, KIWANIS CLUBS; AND ACADEMIC AND WORKFORCE DEVELOPMENT PARTNERS INCLUDING LOCAL SCHOOL DISTRICTS AND OTHER SECONDARY EDUCATION INSTITUTIONS, AND PARTNERS FOCUSED ON CAREER EXPLORATION AND DEVELOPMENT AND CREATING PIPELINES FOR BOTH CLINICAL AND NON-CLINCAL HEALTHCARE CAREERS. MANY EMPLOYEES SUPPORT OUR COMMUNITY PARTNERS THROUGH VOLUNTEERISM OR OTHER SERVICES/ACTIVITIES SUCH AS ORGANIZING A COLLECTION OF GOODS FOR DONATION THROUGH WELLSTAR'S COMMUNITYCARE PROGRAM. WELLSTAR HEALTH SYSTEM'S COMMUNITY ACTIVITIES TO ADDRESS GEORGIA'S NURSING SHORTAGE WELLSTAR HEALTH SYSTEM CONTINUES TO STRENGTHEN ITS COMMUNITY INITIATIVES THROUGH ACADEMIC PARTNERSHIPS TO STRATEGICALLY ADDRESS GEORGIA'S NURSING SHORTAGE. WELLSTAR IS COMMITTED TO BUILDING A STRONGER CLINICAL WORKFORCE TO ENHANCE PRACTICE READY NURSES ENTERING THE PROFESSION. WELLSTAR SERVES AS A PREMIERE CLINICAL SITE SUPPORTING SCHOOLS OF NURSING COHORTS AND SENIOR PRACTICUM PLACEMENTS. OUR ACADEMIC PARTNERSHIP MODEL AIMS TO SUPPORT THE STUDENT NURSE EXPERIENCE, FACULTY EXPERIENCE, EDUCATIONAL PROCESS, AND DEVELOPMENT/MENTORING OF OUR NURSING PIPELINE. TO ACHIEVE THE STRATEGIC GOALS THROUGH COMMUNITY ENGAGEMENT, WELLSTAR CONTINUES TO IMPLEMENT TACTICS AND OBJECTIVES TO ATTRACT, RECRUIT, AND RETAIN BEST TALENT FOR THE NURSING CLINICAL WORKFORCE. THE FOLLOWING PARTNERSHIPS ARE A FEW EXAMPLES OF WELLSTAR'S STRATEGIC FOCUS AREAS TO ENHANCE THE CLINICAL WORKFORCE. MERCER UNIVERSITY PARTNERSHIP: WELLSTAR HAS CONTINUED ITS CLINICAL AFFILIATION WITH MERCER UNIVERSITY'S SCHOOL OF NURSING AND ORBIS TO TRAIN AND RECRUIT GRADUATES OF THE ACCELERATED BACHELOR OF SCIENCE (ABSN) PROGRAM. THE ABSN PROGRAM IS DESIGNED FOR INDIVIDUALS HOLDING A NON-NURSING BACHELOR OF SCIENCE (BS) DEGREE, ENABLING THEM TO EARN A BACHELOR OF SCIENCE IN NURSING (BSN) WITHIN 12 MONTHS. WELLSTAR'S RELATIONSHIP WITH MERCER AS A TOP TIER PARTNER OFFERS BENEFITS TO THE ABSN STUDENTS BY PRIORITIZING CLINICAL PLACEMENT REQUESTS IN VARIOUS SPECIALTY AREAS ACROSS THE HEALTH SYSTEM. MERCER STUDENTS ARE ALSO RECRUITED AFTER COMPLETION OF THEIR INITIAL CLINICAL COURSE TO WORK AS AN EXTERN THROUGH WELLSTAR'S NURSE EXTERN PROGRAM. MERCER UNIVERSITY HAS ABOUT 300 NURSES TO GRADUATE EACH YEAR. KENNESAW STATE UNIVERSITY (KSU) PARTNERSHIP: WELLSTAR HAS A LONGSTANDING AFFILIATION WITH KSU, LOCATED WITHIN WELLSTAR'S SERVICE AREA. THIS PARTNERSHIP INCLUDES SIGNIFICANT CONTRIBUTIONS SUCH AS ENDOWMENTS AND GRANTS TO SUPPORT KSU'S EDUCATIONAL PROGRAMS. THE WELLSTAR SCHOOL OF NURSING (WSON), ESTABLISHED THROUGH A TRANSFORMATIONAL GIFT FROM THE WELLSTAR BOARD OF DIRECTORS, PLAYS A CRUCIAL ROLE IN PREPARING NURSING STUDENTS FOR PROFESSIONAL SUCCESS. WELLSTAR PROVIDES APPROXIMATELY 70% OF KSU STUDENT CLINICAL EXPERIENCES AND NEARLY 50% OF CLINICAL FACULTY ARE WELLSTAR NURSES. A $6.2 MILLION GRANT HAS BEEN ALLOCATED TO HIRE ADDITIONAL FACULTY AND STAFF BY 2025 TO ACCOMMODATE INCREASED STUDENT ENROLLMENT AND FUND ANNUAL NURSING SCHOLARSHIPS FOR NEED-BASED STUDENTS. AS A DIRECT RESULT OF THE PARTNERSHIP, KSU IS ON TARGET TO MEET THE GOALS OF THE CONTRACTUAL AFFILIATION BY DOUBLING ENROLLMENT IN THE NURSING PROGRAM AND INCREASING THE NUMBER OF FACULTY TO INCREASE ENROLLMENT OF NURSING STUDENTS. NURSING CAREER PATHWAY PROGRAM: WELLSTAR CONTINUES TO OPERATIONALIZE THE NURSING CAREER PATHWAY PROGRAM, AN INDUSTRY-DRIVEN INITIATIVE ADDRESSING THE STATEWIDE NEED FOR VARIOUS LEVELS OF NURSING PROFESSIONALS, FROM NURSING ASSISTANTS TO REGISTERED NURSES WITH A BACHELOR'S DEGREE. THE PROGRAM ALSO TRAINS CERTIFIED MEDICAL ASSISTANTS TO SUPPORT THE NURSING PIPELINE AND CLINICAL WORKFORCE. THE PROGRAM INTEGRATES ACADEMIC CREDENTIALS WITH THE REQUIRED CERTIFICATION AND LICENSURE AND IS DESIGNED TO GUIDE STUDENTS THROUGH PROGRESSIVE CAREER ATTAINMENT. THE PATHWAY INCLUDES A HIGH SCHOOL CURRICULUM SUPPLEMENTED BY DUAL ENROLLMENT COURSES OFFERED THROUGH CHATTAHOOCHEE TECHNICAL COLLEGE. THESE EFFORTS BY WELLSTAR HEALTH SYSTEM REFLECT A COMPREHENSIVE APPROACH TO ADDRESSING THE NURSING SHORTAGE IN GEORGIA, ENSURING THAT THE STATE'S HEALTHCARE NEEDS ARE MET WITH WELL-TRAINED AND QUALIFIED NURSING PROFESSIONALS. WELLSTAR SPEAKERS BUREAU: WELLSTAR'S SPEAKERS BUREAU PROVIDES OUR COMMUNITY WITH DIRECT ACCESS TO OUR NETWORK OF HEALTHCARE PROFESSIONALS AND SUBJECT MATTER EXPERTS. PROGRAMS MAY BE VIRTUAL OR IN-PERSON AND COVER HEALTH AND WELLNESS TOPICS INCLUDING BUT NOT LIMITED TO HEART HEALTH, NUTRITION, MENTAL HEALTH, CANCER PREVENTION AND TREATMENT, AND COVID-19 RELATED TOPICS. WOMEN & CHILDREN RESOURCE CENTERS: WOMEN'S HEALTH PATIENT EDUCATION AND SUPPORT SERVICES IS A SHARED SERVICES DEPARTMENT THAT PROVIDES PATIENT EDUCATION IN THE FORM OF CLASSES AS WELL AS OBGYN EDUCATIONAL MATERIALS FOR WMG OFFICES, AND OVERSEES SERVICES RELATED TO LACTATION AND BEREAVEMENT AT COBB, DOUGLAS, KENNESTONE, NORTH FULTON, SPALDING, AND WEST GEORGIA HOSPITALS. PATIENT EDUCATION CLASSES INCLUDE BOTH VIRTUAL AND IN-PERSON OFFERINGS FOR THE FOLLOWING CLASSES: UNDERSTANDING BIRTH, UNDERSTANDING YOUR NEWBORN, UNDERSTANDING BREASTFEEDING, GRANDPARENTING, TEEN CHILDBIRTH, NEXT TIME AROUND, BIG BROTHER BIG SISTER AND ARE OFFERED TO THE COMMUNITY AT EACH OF THE WELLSTAR HOSPITAL LOCATIONS. THE WMG PATIENT EDUCATION IS PROVIDED TO BOTH OB AND GYN PATIENTS IN THE FORM OF MY PREGNANCY JOURNEY BOOKLETS, OFFERED AT EACH PATIENT OB VISIT, CULMINATING WITH A MY POSTPARTUM JOURNEY BOOKLET AT THE TIME OF DISCHARGE FROM THE HOSPITAL. GYN PATIENT EDUCATION IS PROVIDED TO PATIENTS BASED UPON A HIGH-RISK DIAGNOSIS. FREE WELLSTAR SUPPORT GROUPS ARE OFFERED FOR NEWLY DELIVERED PATIENTS AND INCLUDE BEREAVEMENT, BREASTFEEDING, AND MOTHERS SUPPORT CIRCLE. INPATIENT AND OUTPATIENT LACTATION CONSULTATIONS, LACTATION NICU CONSULTATIONS, PUMPS LOANED TO PATIENTS WITH A BABY IN THE NICU, AND WARM LINE PHONE CALLS ARE OFFERED TO LACTATING PATIENTS. THESE OFFERINGS DEMONSTRATE WELLSTAR'S COMMITMENT TO THE HEALTH AND WELL-BEING OF THE PATIENTS WE SERVE WITHIN WELLSTAR'S FOOTPRINT. IN FY 2024, THE UNREIMBURSED COSTS ASSOCIATED WITH THESE OFFERINGS TOTALED MORE THAN $ 826,000.00 WITH MORE THAN 72,000 PATIENT/FAMILY INTERACTIONS FROM THOSE PARTICIPATING IN OUR PRENATAL, CHILDBIRTH, AND POSTPARTUM PROGRAMS. COMMUNITY BENEFIT PROGRAMS - AT WELLSTAR, WE HAVE MOVED BEYOND IRS REQUIREMENTS - FROM COMPLIANCE TO STRATEGIC ALIGNMENT - WHICH ALLOWS THE SYSTEM TO IMPROVE COMMUNITY HEALTH AND DEMONSTRATE RETURN ON INVESTMENT FOR COMMUNITY BENEFIT ACTIVITIES. MAINTAINING EFFORTS BEYOND THE THREE-YEAR COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) CYCLE HELPS WELLSTAR ADDRESS PERSISTENT COMMUNITY HEALTH ISSUES AND ENSURE CONTINUITY FROM ONE IMPLEMENTATION PLAN TO THE NEXT. THE FOLLOWING PROGRAMS DESCRIBE HOW WELLSTAR HEALTH SYSTEM HAS CONTINUED BUILDING AND ALIGNING FOR HEALTH EQUITY. CONGREGATIONAL HEALTH NETWORK WELLSTAR'S CONGREGATIONAL HEALTH NETWORK (CHN) SERVES AS A BRIDGE BETWEEN OUR HEALTHCARE SYSTEM AND FAITH COMMUNITIES. COORDINATED BY A FULL-TIME REGISTERED NURSE WHO SPECIALIZES IN FAITH COMMUNITY NURSING, WELLSTAR'S PROGRAM IS DESIGNED TO ASSIST CONGREGATIONS OF ALL FAITHS TO DEVELOP OR SUPPORT VOLUNTEER OR PAID HEALTH MINISTRIES. WITH MORE THAN 100 CONGREGATIONS AND 1,500 SPIRITUAL CARE PARTNERS, CHN SERVES AS A KEY TO WELLSTAR'S SUCCESSFUL IMPLEMENTATION OF EQUITY-CENTERED PROGRAMS. THROUGH THIS NETWORK, WE |
| COMMUNITY CLINIC NETWORK (CONT.) | ACCORDING TO THE CHNA ACCESS TO CARE INDICATORS, MANY MEMBERS OF WELLSTAR'S COMMUNITY HAVE CARE ACCESS CHALLENGES IN LARGE PART DUE TO INSURANCE CONSTRAINTS AND PROVIDER ACCESS SHORTAGES. ACCORDING TO HEALTHY PEOPLE 2020, "ACCESS TO COMPREHENSIVE, QUALITY HEALTH CARE SERVICES IS IMPORTANT FOR PROMOTING AND MAINTAINING HEALTH, PREVENTING AND MANAGING DISEASE, REDUCING UNNECESSARY DISABILITY AND PREMATURE DEATH, AND ACHIEVING HEALTH EQUITY." WELLSTAR IS COMMITTED TO SERVING OUR COMMUNITY'S MOST VULNERABLE AND UNDER-RESOURCED POPULATIONS. IN 2016, WELLSTAR 4-1 CARE WAS CREATED TO INCREASE ACCESS TO CARE AND THE CAPACITY OF PARTNERING COMMUNITY CLINICS BY PROVIDING REDUCED-COST OUTPATIENT MEDICAL SERVICES. RESEARCH HAS SHOWN THAT WHEN HEALTHCARE SYSTEMS LIKE WELLSTAR PARTNER WITH COMMUNITY SAFETY-NET CLINICS, THE FOLLOWING CAN OCCUR. - REDUCTION IN EMERGENCY DEPARTMENT VISITS - REDUCTION IN AVOIDABLE READMISSIONS - INCREASE IN PATIENT SATISFACTION SCORES PREVENT ILLNESS BY PROMOTING HEALTHY BEHAVIORS IN PEOPLE WITHOUT RISK FACTORS (E.G., DIET AND EXERCISE COUNSELING) - PREVENT ILLNESS BY PROVIDING PROTECTION TO THOSE AT RISK (E.G., CHILDHOOD VACCINATIONS) - IDENTIFY AND TREAT PEOPLE WITH NO SYMPTOMS, BUT WHO HAVE RISK FACTORS, BEFORE THE CLINICAL ILLNESS DEVELOPS (E.G., SCREENING FOR HYPERTENSION OR DIABETES) THE COMMUNITY CLINIC NETWORK HAS EVOLVED TO ADVANCE WELLSTAR'S ABILITY TO SUPPORT COMMUNITY ACCESS TO CARE AND SOCIAL SUPPORT SERVICES. AS WELLSTAR'S GEOGRAPHICAL FOOTPRINT HAS EXPANDED, WELLSTAR IS ALSO COMMITTED TO FORGING NEW PARTNERSHIPS WITH COMMUNITY CLINICS (I.E., COMMUNITY SAFETY-NET CLINICS, COMMUNITY HEALTH CENTERS AND FEDERALLY QUALIFIED HEALTH CENTERS) TO MORE COLLECTIVELY ACHIEVE OPTIMAL OUTCOMES FOR MORE MEDICALLY UNDERSERVED AND UNINSURED RESIDENTS. IN ADDITION, THE COMMUNITY CLINIC NETWORK EVOLVED TO INCLUDE COMMUNITY BENEFIT SUPPORT OF WELLSTAR'S GRADUATE MEDICAL EDUCATION (GME) CLINICS. IN ALIGNMENT WITH WELLSTAR'S FINANCIAL ASSISTANCE PROGRAM (FAP), THESE COMMUNITY-BASED CLINICS PROVIDE CHARITABLE DISCOUNTED OR FREE CARE BASED ON SOCIOECONOMIC FACTORS LIKE A PATIENT'S HOUSEHOLD INCOME, INSURANCE STATUS AND/OR FAMILY SIZE. THESE CLINICS HELP SOME OF WELLSTAR'S MOST UNDER-RESOURCED AND VULNERABLE COMMUNITY MEMBERS RECEIVE MEDICAL SERVICES LIKE CHRONIC DISEASE MANAGEMENT, WELLNESS EXAMS, VACCINATIONS AND MEDICATION COUNSELING. IN PARTNERSHIP WITH PHYSICIAN LEADERSHIP, GRADUATE MEDICAL EDUCATION (GME) RESIDENTS SERVE PATIENTS AT THE SHEFFIELD AND KENNESTONE CLINICS. TO SUPPORT THESE WELLSTAR GME RESIDENT PHYSICIANS SERVING AT GME CLINICS, STRUCTURED EDUCATION HAS BEEN PROVIDED TO HELP RESIDENTS BETTER UNDERSTAND HEALTH DISPARITIES, HEALTH EQUITY AND COMMUNITY HEALTH PRIORITIES. THROUGH THE COMMUNITY CLINIC NETWORK, WELLSTAR WILL CONTINUE TO LEVERAGE THE FACT THAT COMMUNITY-BASED CLINICS ARE LONG RECOGNIZED FOR THEIR ABILITY TO EFFECTIVELY IMPROVE AND EXPAND PATIENT ACCESS TO MEDICAL, DENTAL AND MENTAL HEALTH SERVICES. COMMUNITY TRANSFORMATION PROGRAM ACCESS TO HEALTH CARE IMPACTS AN INDIVIDUAL'S ABILITY TO OBTAIN AND MAINTAIN ADEQUATE PHYSICAL, SOCIAL AND MENTAL HEALTH STATUS. WELLSTAR'S CHNA IDENTIFIED BOTH THE NEED FOR ACCESS TO HEALTH CARE AND SOCIAL SUPPORT AS LEADING HEALTH CONCERNS FOR DISPARATE AND UNDERSERVED COMMUNITIES. DURING THE COVID-19 PANDEMIC, UNDERSERVED COMMUNITIES INCREASINGLY EXPERIENCED HEALTH DISPARITIES AND GAPS IN SUPPORT; COMMUNITY-BASED ORGANIZATIONS EXPERIENCED NEED FOR RELIABLE AND SUSTAINABLE SOLUTIONS FOR OFFERING VIRTUAL CARE. WELLSTAR CENTER FOR HEALTH EQUITY'S COMMUNITY TRANSFORMATION PROGRAM PROVIDES A SCALABLE SOLUTION FOR IMPROVING ACCESS TO CARE IN PARTNERSHIP WITH TRUSTED COMMUNITY NON-PROFIT ORGANIZATIONS. EACH YEAR, WELLSTAR FUNDS A COHORT OF INITIATIVES THAT LEVERAGE TECHNOLOGY TO PRODUCE LONG-TERM, SUSTAINABLE CHANGES IN THE COMMUNITIES WE SERVE. INITIATIVES ARE EXPECTED TO BE TAILORED TO A COMMUNITY NEED AND ALIGN WITH EACH PARTNER'S MISSION. AT THE END OF 12 MONTHS, PARTNERS ARE EXPECTED TO DEMONSTRATE IMPROVEMENTS IN: - ACCESS TO HEALTH CARE SO THAT RESIDENTS RECEIVE TIMELY, HIGH-QUALITY, AND CULTURALLY APPROPRIATE MEDICAL CARE WHEN THEY NEED IT; OR, - ACCESS TO SOCIAL DETERMINANTS OF HEALTH SUPPORT SERVICES SO THAT RESIDENTS RECEIVE TIMELY, HIGH-QUALITY FOOD, EMPLOYMENT, HOUSING, TRANSPORTATION, EDUCATION AND LEGAL RESOURCES TO IMPROVE DAILY LIVING WHEN THEY NEED IT. THE COMMUNITY TRANSFORMATION PROGRAM RECEIVED AN HONORABLE MENTION BY THE AMERICAN HOSPITAL ASSOCIATION FOR ITS IMPACT IN COLLABORATING WITH PARTNERS TO IMPROVE THE HEALTH OF COMMUNITIES. SOUL SUPPORT TO ADDRESS THE BEHAVIORAL NEEDS OF COMMUNITY MEMBERS AND MITIGATE THE ROLE OF MENTAL HEALTH STIGMA, WELLSTAR LAUNCHED AN INITIATIVE CALLED SOUL SUPPORT, WHICH INCLUDES THREE EVIDENCE-BASED PROGRAMS TO PROVIDE MENTAL HEALTH EDUCATION AND SUPPORT. THE FOLLOWING PROGRAMS ARE FACILITATED THROUGH WELLSTAR'S CONGREGATIONAL HEALTH NETWORK, WHEREBY PROGRAMS TAKE PLACE AT FAITH-BASED ORGANIZATIONS. WELLSTAR PARTNERS WITH ATLANTA REGIONAL COMMISSION'S HEALTHY AGING DIVISION TO PROVIDE "POWERFUL TOOLS FOR CAREGIVERS" - A SIX-WEEK SERIES SPECIFICALLY DESIGNED TO HELP CAREGIVERS LEARN TO TAKE BETTER CARE OF THEMSELVES. POWERFUL TOOLS IS PRESENTED BY CERTIFIED LAY LEADERS. THE WORKSHOP USES AN EVIDENCE-BASED CURRICULUM THAT HAS BEEN FOUND TO HAVE SIGNIFICANT POSITIVE RESULTS FOR PARTICIPANTS. QUESTION, PERSUADE AND REFER (QPR) INSTITUTE STARTED AS A JOINT EFFORT WITH A WASHINGTON STATE MENTAL HEALTH CENTER AND THEIR MISSION IS TO "SAVE LIVES AND REDUCE SUICIDAL BEHAVIORS BY PROVIDING INNOVATIVE, PRACTICAL AND PROVEN SUICIDE PREVENTION TRAINING." THE PRIMARY OBJECTIVES ARE TO TRAIN PARTICIPANTS TO UNDERSTAND THE NATURE AND RANGE OF SUICIDAL COMMUNICATIONS AND HOW TO INTERVENE ON BEHALF OF SUICIDAL AND IN-CRISIS PEOPLE, PROVIDING LOCAL MENTAL HEALTH RESOURCES AS WELL. QPR IS USED TO HELP SAVE LIVES FROM SUICIDE BY TRAINING INDIVIDUALS HOW TO RECOGNIZE THE WARNING SIGNS OF A SUICIDE CRISIS AND HOW TO "QUESTION, PERSUADE AND REFER SOMEONE TO HELP." MENTAL HEALTH FIRST AID IS A PUBLIC EDUCATION PROGRAM "THAT CAN HELP COMMUNITIES UNDERSTAND MENTAL ILLNESSES, SEEK TIMELY INTERVENTION, AND SAVE LIVES." BY PROVIDING EDUCATION SURROUNDING MENTAL ILLNESS AS WELL AS RESOURCES AVAILABLE IN THEIR AREA, FAITH-BASED LEADERS WILL BE MORE KNOWLEDGEABLE IN WAYS TO SUPPORT THEIR CONGREGANTS. IT WAS DEVELOPED IN 2001 WITH THE GOAL OF PROVIDING PARTICIPANTS WITH THE TOOLS NEEDED TO START A CONVERSATION ABOUT MENTAL HEALTH AND SUBSTANCE USE PROBLEMS AS WELL AS RESOURCES AVAILABLE. WELLSTAR RECEIVED PHILANTHROPIC FUNDING TO EXPAND "SOUL SUPPORT" TO INCLUDE FREE, VIRTUAL BEHAVIORAL HEALTH CARE FOR COMMUNITY RESIDENTS UNABLE TO RECEIVE CARE TRADITIONALLY DUE TO COST, TRANSPORTATION CHALLENGES, OR LIMITED ACCESS TO BROADBAND SERVICES. COLORECTAL CANCER SCREENING IN PARTNERSHIP WITH BLKHLTH AND COTTONELLE WELLSTAR CENTER FOR HEALTH EQUITY ESTABLISHED A PARTNERSHIP WITH BLKHLTH, A NON-PROFIT ORGANIZATION WHOSE MISSION IS TO REDUCE THE IMPACT OF RACISM THROUGH EDUCATION AND ACTION. ONE OF THEIR CURRENT INITIATIVES IS A COLLABORATION WITH COTTONELLE ON THE #GOODDOWNTHERE CAMPAIGN. THIS NATIONAL PROGRAM IS DESIGNED TO REDUCE STIGMA SURROUNDING COLORECTAL CARE BY PROVIDING EQUITY-CENTRIC ACCESS FOR COLORECTAL CANCER TO BLACK AMERICANS. COLORECTAL CANCER, ALSO CALLED COLON OR RECTAL CANCER, IS THE THIRD MOST COMMON CANCER IN THE UNITED STATES AND THE SECOND MOST COMMON CANCER-RELATED DEATH. THROUGH THEIR COLLABORATION WITH COTTONELLE, BLKHLTH PROVIDES WELLSTAR WITH COMPLIMENTARY COLORECTAL CANCER SCREENING KITS TO BE DISTRIBUTED ACROSS OUR SERVICE AREA. MEMBERS OF WELLSTAR'S CONGREGATIONAL HEALTH NETWORK SERVE AS AMBASSADORS TO DISTRIBUTE THE SCREENING KITS WITHIN THEIR COMMUNITIES. OUR GOAL IS TO BRING EDUCATION AND ACCESS TO INDIVIDUALS WHO HAVE NOT BEEN SCREENED DUE TO FEAR, LACK OF HEALTH INSURANCE OR LACK OF KNOWLEDGE. KITS HAVE BEEN DISTRIBUTED TO OVER 2,100 MEMBERS OF OUR COMMUNITIES. |
| BREAST CANCER SCREENING | FOR THE PAST TEN YEARS, WELLSTAR HAS PROVIDED BREAST SCREENING AND DIAGNOSTIC SERVICES TO INDIVIDUALS WHO LACK ACCESS TO OR ARE UNABLE TO AFFORD THESE LIFE-SAVING SERVICES WITHIN WELLSTAR'S SERVICE AREAS. BY PROVIDING THESE SERVICES AT NO COST TO THOSE IN NEED, WE SEEK TO ELIMINATE EXISTING BREAST CANCER DISPARITIES AND DECREASE THE NUMBER OF LATE-STAGE BREAST CANCER DIAGNOSES BY PROVIDING ACCESS TO HEALTHCARE WITHIN THE COMMUNITIES WE SERVE. THIS PROGRAM INCREASES THE NUMBER OF REGULAR MAMMOGRAM SCREENINGS AND DIAGNOSTIC SERVICES PROVIDED, PARTICULARLY WITHIN HIGH-RISK COMMUNITIES, ENABLING WELLSTAR HEALTHCARE PROVIDERS TO DETECT BREAST CANCER AT AN EARLIER STAGE AND RESULTING IN BETTER TREATMENT OPTIONS AND IMPROVED OUTCOMES FOR OUR COMMUNITY MEMBERS. TO IDENTIFY PATIENTS WHO NEED ACCESS TO THESE SERVICES MOST, WE PARTNER WITH LOCAL HEALTH DEPARTMENTS, COMMUNITY CLINICS, A CONGREGATIONAL NURSE NETWORK AND A ROBUST LIST OF OTHER TRUSTED COMMUNITY ORGANIZATIONS. THE WELLSTAR PHYSICIAN LIAISON TEAM AND WELLSTAR CLINICAL PARTNERS TEAM ALSO WORKS WITH 3,000+ WELLSTAR MEDICAL GROUP PHYSICIANS AND PARTNER PHYSICIANS THROUGHOUT OUR SERVICE AREA TO GENERATE REFERRALS TO THE PROGRAM. PROSTATE CANCER SCREENING TO INCREASE ACCESS TO SCREENING AND EDUCATION RESOURCES IN MEDICALLY UNDERSERVED COMMUNITIES, WELLSTAR COMMUNITY HEALTH PARTNERS WITH WELLSTAR UROLOGY, WELLSTAR LABORATORY OUTREACH SERVICES, AND FAITH COMMUNITIES WITHIN THE WELLSTAR CONGREGATIONAL HEALTH NETWORK TO OFFER FREE PROSTATE CANCER SCREENINGS IN HIGH-RISK ZIP CODES. SUCCESS STORIES HAVE INCLUDED PARTICIPANTS PREVIOUSLY IN REMISSION FOR PROSTATE CANCER RECEIVING ABNORMAL PSA RESULTS, LEADING TO FURTHER TESTING AND THE RESUMPTION OF TREATMENT. MOBILE MARKET PROGRAM IN 2020, WELLSTAR LAUNCHED A MOBILE MARKET PROGRAM TO FEED MORE THAN 700 METRO ATLANTA AT-RISK FAMILIES ACROSS SIX GEORGIA COUNTIES. IN COLLABORATION WITH GOODR, THE JOINT INITIATIVE ADDRESSES FOOD ACCESS FOR VULNERABLE COMMUNITIES IN WELLSTAR'S SERVICE AREAS. THE SPRING-SUMMER MOBILE MARKET PROGRAM INCLUDED SEVEN COMMUNITY-BASED LOCATIONS THAT PROVIDED FREE, FRESH AND HEALTHY FOOD OPTIONS MONTHLY TO 100 FAMILIES IN NEED AT EACH LOCATION. THROUGH WELLSTAR FOUNDATION AND VITAL COMMUNITY FUNDING, GOODR PROVIDED FOOD AND STAFFING SUPPORT FOR THIS PROGRAM, REGISTERED PARTICIPANTS AND PROVIDED IMPACT REPORTING EACH MONTH. WELLSTAR PROVIDED PROGRAM LOGISTICAL SUPPORT, PARTICIPANT INCENTIVES AND NUTRITION EDUCATION. NEW COMMUNITY PARTNERS HELPED RECRUIT VOLUNTEERS AND SET UP FOOD DISTRIBUTION SITES IN KEY SERVICE AREAS, INCLUDING COBB, TROUP, FULTON, SPALDING, PAULDING, AND DOUGLAS COUNTIES. SINCE THEN, THE WELLSTAR MOBILE MARKET PROGRAM HAS EXPANDED TO INCLUDE: . THE ADDITION OF BUTTS COUNTY AS A PRIORITY LOCATION, . ON-SITE HEALTH EDUCATION IN ALIGNMENT WITH HEALTH AWARENESS MONTHS, AND . AVAILABILITY OF A BENEFITS SPECIALIST TO ASSIST FAMILIES WITH ENROLLMENT INTO PUBLIC FOOD PROGRAMS. SINCE INCEPTION, THE MOBILE MARKET PROGRAM HAS SERVED 16,000 REGISTRANTS THROUGHOUT THE WELLSTAR FOOTPRINT. THIRTY-NINE PERCENT (39%) OF REGISTRANTS INDICATE DELAYING OR AVOIDING MEDICAL VISITS TO AFFORD FOOD. FOOD RESCUE PROGRAM IN GEORGIA, FOOD RESIDUALS MAKE UP 12% OF LANDFILL WASTE ANNUALLY. THAT'S NEARLY 151 POUNDS OF FOOD PER GEORGIAN EVERY YEAR, A TOTAL OF 1.6 BILLION POUNDS OF TRASH ANNUALLY IN GEORGIA. THIS AMOUNT OF FOOD WASTE ALSO WASTES $1.92 BILLION EACH YEAR. IN PARTNERSHIP WITH SECOND HELPINGS ATLANTA AND GOODR, WELLSTAR LAUNCHED A FOOD RESCUE PROGRAM. THROUGH THIS PROGRAM, HIGH-QUALITY AND NUTRITIOUS FOOD FROM WELLSTAR EATERIES, INCLUDE SELECT HOSPITAL CAFETERIAS, IS PICKED UP AND REDISTRIBUTED TO NON-PROFIT ORGANIZATIONS THROUGHOUT WELLSTAR'S SERVICE AREA. BY RECAPTURING FRESH FOOD THAT MIGHT OTHERWISE BE DISCARDED, WE REDUCE FOOD WASTE WHILE GUARANTEEING ACCESS TO FRESH PRODUCE AND HEALTHY MEALS FOR EMERGENCY FOOD PROGRAMS AND INDIVIDUALS IN NEED. THE GOAL IS TO BECOME A ZERO-FOOD WASTE HEALTHCARE SYSTEM IN THE NEXT TEN YEARS. SINCE INCEPTION, WELLSTAR HAS DIVERTED OVER 36,141 POUNDS OF FOOD FROM LANDFILLS. LIVE TO THE BEAT. POWERED BY WELLSTAR. WELLSTAR SERVES AS A PARTNER OF THE LIVE TO THE BEAT CAMPAIGN, A NATIONALLY RECOGNIZED PROGRAM LED BY THE CDC FOUNDATION AND THE MILLION HEARTS INITIATIVE, AIMED TO HELP ADULTS TAKE STEPS TO PREVENT HEART DISEASE AND STROKE. OTHER STRATEGIC PARTNERS INCLUDE AMERICAN HEART ASSOCIATION, THE WELLSTAR CENTERFOR CARDIOVASCULAR CARE, AND UNITED WAY. THE LIVE TO THE BEAT PROGRAM UTILIZES A COMMUNITY HEALTH WORKER TO SERVE AS AHEALTH COACH TO EMPOWER INDIVIDUAL MEMBERS OF FAITH COMMUNITIES, IDENTIFIEDTHROUGH WELLSTAR'S CONGREGATIONAL HEALTH NETWORK, TO BE ADVOCATES IN THEIROWN HEALTH JOURNEY. OVER A 12-MONTH JOURNEY, THE PROGRAM FOCUSES ONSUPPORTING THE MEMBERS THROUGH 8+ ESSENTIAL "SMALL STEPS" TO SUSTAINABLEHEART HEALTH. OPERATION M.I.S.T. (MONITOR | INTERVENE | SURVIVE | THRIVE) OPERATION M.I.S.T. PROMOTES MATERNAL VITALITY BY REDUCING MATERNAL MORTALITY WITH A MISSION TO MONITOR PHYSIOLOGICAL CHANGES IN CONCEIVING, PREGNANT AND POSTPARTUM BIRTH GIVERS. WELLSTAR PARTNERS WITH OPERATION M.I.S.T TO PROVIDE SUPPORT FOR 40 BIRTH GIVERS FROM SPALDING AND BUTTS COUNTIES. PARTICIPANTS WILL USE GARMIN-POWERED SMART WATCHES TO MONITOR THEIR HEALTH STATUS, COLLABORATE WITH THEIR CARE TEAM, AND PROVIDE HEALTH EDUCATION AND PROMOTION. AS A WRAPAROUND SERVICE, WELLSTAR COMMUNITY HEALTH SUPPORT THIS PARTNERSHIP BY PROVIDING AN ASSESSMENT OF SOCIAL DETERMINANTS OF HEALTH (SDOH) AND RESOURCE REFERRAL CONNECTION FOR EACH OF THE PARTICIPANTS. THE PARTNERSHIP HAS SUPPORTED DISTRIBUTION OF OVER 4,800 CARE PACKAGES THROUGHOUT GEORGIA. PERINATAL KIT PROGRAM WITH HEALTHY MOTHERS, HEALTHY BABIES TO ADDRESS THE MATERNAL HEALTH CRISIS THROUGH AN EQUITY LENS, WELLSTAR COMMUNITY HEALTH AND WELLSTAR CENTER FOR HEALTH EQUITY HAS PARTNERED WITH HEALTHY MOTHERS, HEALTHY BABIES COALITION OF GEORGIA (HMHBGA). HMHBGA HAS IMPACTED THE HEALTH AND WELLBEING OF WOMEN, CHILDREN, AND FAMILIES FOR THE PAST 40 YEARS BY SUPPORTING THE COMMUNITY THROUGH DIRECT SERVICES, ADVOCACY, AND COMMUNITY EDUCATION. WELLSTAR'S PARTNERSHIP TO HELP EXPAND THE ORGANIZATION'S PERINATAL CARE PACKAGE PROJECT (PCP) PROVIDES SUPPORT TO PREGNANT AND POSTPARTUM BIRTH GIVERS AND ENCOURAGES POSITIVE MATERNAL HEALTH AND WELLNESS BY PROVIDING VITAL RESOURCES AND EDUCATION. THE PARTNERSHIP REACHES 150 BIRTH GIVERS PER MONTH WHO RESIDE IN GEORGIA'S MOST VULNERABLE COMMUNITIES. SINCE PARTNERSHIP INCEPTION, WELLSTAR HAS: . SUPPORTED EXPANDING THE MONTHLY REACH FROM 150 TO 200 BIRTH GIVERS; AND . PROVIDED EDUCATION ON COVID-19 AND MENTAL HEALTH RESOURCES IN THE COMMUNITY. THE PARTNERSHIP HAS SUPPORTED DISTRIBUTION OF OVER 4,800 CARE PACKAGES THROUGHOUT GEORGIA. WELLSTAR PARTNERS WITH CLARK ATLANTA UNIVERSITY FOR TRAINING AND DEPLOYMENT THE SOCIAL WORK STUDENT ROTATION PROGRAM IS SUPPORTED THROUGH COLLABORATION WITH CLARK ATLANTA UNIVERSITY'S WHITNEY M. YOUNG JR. SCHOOL OF SOCIAL WORK. MASTER'S LEVEL SOCIAL WORK STUDENTS SPEND AN ACADEMIC YEAR INTERNING WITH WELLSTAR COMMUNITY HEALTH, SUPPORTING INITIATIVES OF THE DEPARTMENT AS WELL AS PATIENTS OF WELLSTAR GME INTERNAL MEDICINE. THE ROTATION WILL ENSURE STUDENT UNDERSTANDING OF THE INFLUENCE OF SOCIAL DETERMINANTS OF HEALTH WITH HEALTH OUTCOMES. PATIENTS AND COMMUNITY MEMBERS WILL BENEFIT FROM IMPROVED ACCESS TO SOCIAL SUPPORT SERVICES TO IMPROVE THEIR HEALTH. PERSONS WHO RECEIVE SUPPORT FROM THE SOCIAL WORK STUDENT INTERN REPORT IMPROVED OVERALL WELL-BEING. WELLSTAR PARTNERS WITH SER FAMILIA TO PROVIDE "PROMOTORAS" SER FAMILIA SERVES AS COMMUNITY-BASED ORGANIZATION DRIVEN TO STRENGTHEN LATINO COUPLES AND FAMILIES TO ADDRESS THE LACK OF RESOURCES FOR LATINOS ACROSS THE ATLANTA METROPOLITAN AREA. WELLSTAR HEALTH SYSTEM HAS PARTNERED WITH SER FAMILIA TO ENLIST A "PROMOTORA" (ALSO, COMMUNITY HEALTH WORKER) TO SUPPORT COMMUNITY OUTREACH TO THE SPANISH-SPEAKING COMMUNITY. THE PROMOTORA ASSISTS WELLSTAR CENTER FOR HEALTH EQUITY IN DEVELOPING AND TRANSLATING CULTURALLY COMPETENT HEALTH EDUCATION MATERIALS, BUILDING RELATIONSHIPS WITH PARTNERS SERVING THE SPANISH-LANGUAGE COMMUNITY, AND ATTENDING COMMUNITY EVENTS TO ENSURE ACCESSIBILITY. |
| COMMITMENT TO THE COMMUNITY | WELLSTAR AWARDS RECEIVED FY24 - THE TRAUMA SURGERY UNIT AT WELLSTAR KENNESTONE REGIONAL MEDICAL CENTER RECEIVED THE PRESTIGIOUS ACADEMY OF MEDICAL-SURGICAL NURSES (AMSN) PRISM AWARD, AN HONOR THAT RECOGNIZES EXCEPTIONAL NURSING PRACTICE, LEADERSHIP AND OUTCOMES IN HOSPITAL MEDICAL-SURGICAL UNITS. THE AWARD, WHICH STANDS FOR "PREMIER RECOGNITION IN THE SPECIALTY OF MED-SURG," IS THE FIRST OF ITS KIND, HONORING MED-SURG NURSING UNITS IN THE UNITED STATES AND INTERNATIONALLY. IT IS CO-SPONSORED BY THE AMSN AND MEDICAL-SURGICAL NURSING CERTIFICATION BOARD. THE AWARD IS GIVEN TO OUTSTANDING ACUTE CARE/MED-SURG UNITS OR ADULT/PEDIATRIC UNITS CLASSIFIED AS MED-SURG. - WELLSTAR KENNESTONE AND WELLSTAR WEST GEORGIA MEDICAL CENTERS RECEIVED THE GEORGIA OGLETHORPE AWARD FROM THE STERLING COUNCIL. THE STERLING COUNCIL IS A PUBLIC/PRIVATE NOT-FOR-PROFIT CORPORATION SUPPORTED BY THE EXECUTIVE OFFICE OF THE GOVERNOR. THE COUNCIL OVERSEES THE GOVERNOR'S STERLING AWARD FOR PERFORMANCE EXCELLENCE AND THE GEORGIA OGLETHORPE AWARD, WHICH IS BASED ON THE NATIONAL MALCOLM BALDRIGE AWARD, WITH AWARDS BEING PRESENTED ANNUALLY TO HIGH-PERFORMING, ROLE-MODEL ORGANIZATIONS, BOTH PRIVATE AND PUBLIC, WHICH DEMONSTRATE SUPERIOR MANAGEMENT APPROACHES AND ROLE-MODEL RESULTS. - WELLSTAR WEST GEORGIA MEDICAL CENTER AND SYLVAN GROVE MEDICAL CENTER RECEIVED THE SUSTAINED EXCELLENCE AWARD FROM THE FLORIDA STERLING COUNCIL. THE GOVERNOR'S STERLING SUSTAINED EXCELLENCE AWARD IS DESIGNED TO ENABLE STERLING AWARD RECIPIENTS TO RETAIN THEIR ROLE MODEL STATUS. THIS HIGH-LEVEL ASSESSMENT PROCESS EXAMINES HOW WELL AN ORGANIZATION HAS STRENGTHENED, IMPROVED, AND INNOVATED WINNING SYSTEMS TO ENSURE LONG-TERM SUCCESS AND SUSTAINABILITY IN A COMPETITIVE ENVIRONMENT. HIGHLY TRAINED EXAMINERS REVIEW AND EVALUATE THE APPLICATION AND CLARIFY AND VERIFY THE ORGANIZATION'S RESPONSES THROUGH INTERVIEWS WITH LEADERS AND PERFORMANCE EXCELLENCE PROFESSIONALS. - THE ATLANTA BUSINESS CHRONICLE NAMED WELLSTAR HEALTH SYSTEM AS ONE OF THE HEALTHIEST EMPLOYERS IN THE EXTRA-LARGE COMPANY CATEGORY, RECOGNIZING INNOVATIVE ORGANIZATIONS THAT HAVE CREATED ROBUST AND HEALTHY WORKPLACE PROGRAMS. THE ATLANTA BUSINESS CHRONICLE'S HEALTHIEST EMPLOYER AWARD IS BASED ON THE ANALYSIS OF OVER 60 SCORED QUESTIONS WITH MORE THAN 600 DATA POINTS FOR SCORING AND BENCHMARKING. - WELLSTAR HEALTH SYSTEM, ONE OF GEORGIA'S LARGEST AND MOST INTEGRATED HEALTH SYSTEMS, WAS RANKED IN THE TOP 10 BEST WORKPLACES IN HEALTH CARE BY FORTUNE IN THE LARGE COMPANY CATEGORY. TO DETERMINE THE BEST WORKPLACES IN HEALTH CARE LIST, GREAT PLACE TO WORK ANALYZED THE SURVEY RESPONSES OF OVER 161,000 EMPLOYEES FROM GREAT PLACE TO WORK-CERTIFIED COMPANIES IN THE HEALTHCARE INDUSTRY. - DIVERSITYINC INCLUDED WELLSTAR AMONG 20 ORGANIZATIONS ON ITS 2023 LIST OF TOP HOSPITALS AND HEALTH SYSTEMS FOR DIVERSITY. THE TOP HOSPITALS AND HEALTH SYSTEMS SPECIALTY LIST IS INCLUDED IN DIVERSITYINC'S ANNUAL TOP 50 COMPANIES FOR DIVERSITY RANKING, WHICH RECOGNIZES COMPANIES THAT HIRE, RETAIN AND PROMOTE WOMEN, MINORITIES, PEOPLE WITH DISABILITIES, LGBTQ+ INDIVIDUALS AND VETERANS. DIVERSITY IS SCORED ON SIX KEY AREAS: LEADERSHIP ACCOUNTABILITY, HUMAN CAPITAL DIVERSITY METRICS, TALENT PROGRAMS, WORKFORCE PRACTICES, SUPPLIER DIVERSITY AND PHILANTHROPY. - BECKER'S HOSPITAL REVIEW HAS NAMED WELLSTAR HEALTH SYSTEM AS ONE OF ITS SPINE AND NEUROSURGERY PROGRAMS TO WATCH. THIS LIST OF 53 HEALTH SYSTEMS AND HOSPITALS NATIONWIDE RECOGNIZES THOSE DEDICATED TO EXPANDING NEUROSURGICAL CARE AND PROVIDING WORLD-CLASS NEURO TREATMENTS. THOSE ON THE LIST HAVE EARNED NATIONAL RECOGNITION FOR HAVING TOP SPINE AND NEUROSURGERY PROGRAMS. - WELLSTAR HEALTH SYSTEM WAS NAMED BY FORTUNE AS ONE OF AMERICA'S MOST INNOVATIVE COMPANIES FOR 2023, WHICH HONORS 300 COMPANIES TRANSFORMING INDUSTRIES FROM THE INSIDE OUT. NEARLY EVERY COMPANY ON THIS LIST POSTED REVENUE GROWTH IN THE LAST THREE YEARS. FORTUNE PARTNERED WITH MARKET RESEARCH AND DATA COMPANY STATISTA TO COMPILE AMERICA'S MOST INNOVATIVE COMPANIES. THE LIST IS BUILT ON THREE PILLARS: PRODUCT INNOVATION, PROCESS INNOVATION AND INNOVATION CULTURE. - ALL EIGHT OF WELLSTAR'S INPATIENT STROKE PROGRAMS HAVE ACHIEVED AN AMERICAN HEART ASSOCIATION/AMERICAN STROKE ASSOCIATION GET WITH THE GUIDELINES - QUALITY ACHIEVEMENT AWARD. THE AWARDS RECOGNIZE HOSPITALS THAT DEMONSTRATE COMPLIANCE IN EACH OF THE SEVEN GET WITH THE GUIDELINES- STROKE ACHIEVEMENT MEASURES. |
| FORM 990, PART IV, LINE 12B | AUDITED FINANCIAL STATEMENTS WELLSTAR HEALTH SYSTEM, INC WELLSTAR HEALTH SYSTEM, INC., AND ITS CONTROLLED AFFILIATES ARE AUDITED ON AN ANNUAL BASIS BY AN OUTSIDE AUDITING FIRM, KPMG, AND AS PART OF THAT AUDIT A CONSOLIDATED FINANCIAL STATEMENT IS ISSUED. THE INDEPENDENT AUDITORS REPORT INCLUDES THE ACCOUNTS OF WELLSTAR AND ITS CONTROLLED AFFILIATES INCLUDING AU MEDICAL CENTER, INC., AU MEDICAL ASSOCIATES, INC., COBB HOSPITAL, INC., DOUGLAS HOSPITAL INC., KENNESTONE HOSPITAL, INC., PAULDING MEDICAL CENTER, INC.,WELLSTAR ATLANTA MEDICAL CENTER, INC., WELLSTAR MCG HEALTH, INC.,WELLSTAR NORTH FULTON HOSPITAL, INC., WELLSTAR SPALDING REGIONAL MEDICAL CENTER, INC., WELLSTAR SYLVAN GROVE HOSPITAL, INC., WELLSTAR MCG WARM SPRINGS, INC.,WELLSTAR WEST GEORGIA MEDICAL CENTER, INC., WINDY HILL HOSPITAL, WELLSTAR MEDICAL GROUP, LLC, WELLSTAR FOUNDATION, INC. AND VARIOUS OTHER OWNED ENTITES AS LISTED IN SCHEDULE R. ALL SIGNIFICANT INTERCOMPANY ACCOUNTS AND TRANSACTIONS HAVE BEEN ELIMINATED IN COMBINATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | POWERS OF THE BOARD AS PER THE ARTICLES OF INCORPORATION, THE SOLE MEMBER OF THE ORGANIZATION IS WELLSTAR HEALTH SYSTEM, INC., A GEORGIA NONPROFIT CORPORATION. AS A SOLE MEMBER, WELLSTAR HEALTH SYSTEM, INC. HOLDS CERTAIN POWERS OF ELECTION AND APPROVAL IN CONNECTION WITH THE GOVERNING BODY OF THE ORGANIZATION. THESE POWERS ARE PRESENTED IN DETAIL IN THE GOVERNING DOCUMENTS WHICH THE COMPANY MAKES AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 11B | BOARD REVIEW OF FORM 990 INTERNAL STAFF PREPARES THE ORGANIZATION'S FORM 990. BEFORE FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE AN EXTERNAL ACCOUNTING FIRM, PWC US TAX LLP, REVIEWS AND SIGN-OFFS ON THE COMPLETED RETURN OF EACH ORGANIZATION. THE CURRENT YEAR FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW. OPPORTUNITIES FOR DETAILED REVIEWS ALONG WITH A QUESTION-AND-ANSWER SESSION IS OFFERED TO THE FINANCE COMMITTEE BOTH IN THE FINANCE COMMITTEE MEETING OR IN A SEPARATE SESSION. FINAL COPIES OF THE 990 ARE PROVIDED TO EACH BOARD MEMBER THROUGH THE BOARD PORTAL ALONG WITH A SUMMARY MEMO OF THE CURRENT YEAR PREPARATION PROCESS HIGHLIGHTING ANY KEY ASPECTS OF THE 990. THE ORGANIZATION'S CFO OR DESIGNEE SUBSEQUENTLY SIGNS THE RETURN FOR EITHER MANUAL OR ELECTRONIC FILING BY THE APPROPRIATE DUE DATE. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY OUR CONFLICT-OF-INTEREST POLICY REQUIRES ALL COVERED PERSONS TO ANNUALLY REVIEW THE POLICY AND THEN COMPLETE, SIGN AND RETURN THE CONFLICTS OF INTEREST SURVEY AND ATTESTATION TO THE COMPLIANCE OFFICE. THE POLICY REQUIRES AN ON-GOING DISCLOSURE OBLIGATION IN THE EVENT A CONFLICT ARISES DURING THE YEAR. THE FOLLOWING IS OUR PROCESS TO REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE THE POLICY: COMPLIANCE IDENTIFIES ALL COVERED PERSONS WHO MUST COMPLETE THE SURVEY AND ATTESTATION. COMPLIANCE VERIFIES THAT THE SURVEY AND ATTESTATION IS DISTRIBUTED TO THESE PERSONS. COMPLIANCE VERIFIES THAT THESE PERSONS RETURN A FULLY COMPLETED AND SIGNED SURVEY AND ATTESTATION. COMPLIANCE REVIEWS EACH COMPLETED AND SIGNED SURVEY AND ATTESTATION TO IDENTIFY ALL CONFLICTS LISTED IN THE DOCUMENT. ALL CONFLICTS, POTENTIAL CONFLICTS AND INCIDENCES OF NON-COMPLIANCE ARE REFERRED TO THE CHIEF COMPLIANCE OFFICER. THE CCO TAKES APPROPRIATE ACTION TO COMPLETELY RESOLVE ALL IDENTIFIED CONFLICTS AND INCIDENCES OF NON-COMPLIANCE. |
| FORM 990, PART VI, SECTION B, LINES 15A & 15B | COMPENSATION OF OFFICERS OUR BOARD OF TRUSTEES DESIGNATES A COMPENSATION COMMITTEE MADE UP OF OUTSIDE BOARD MEMBERS TO ESTABLISH THE EXECUTIVE COMPENSATION PHILOSOPHY OF THE SYSTEM, AND TO REVIEW AND SET THE COMPENSATION ANNUALLY FOR THE CHIEF EXECUTIVE OFFICER AND THE SALARY PARAMETERS FOR ALL OTHER OFFICERS OF THE COMPANY. THE COMMITTEE UTILIZES THE OUTSIDE CONSULTING FIRM OF SULLIVAN COTTER AND ASSOCIATES, INC. TO PROVIDE EXPERT INFORMATION REGARDING INDUSTRY-WIDE COMPENSATION NORMS. THE COMPANY PHILOSOPHY IS TO MATCH THE MARKET ON BASE PAY IDENTIFYING THE MEDIAN. TOTAL CASH COMPENSATION IS GENERALLY GEARED TO COMPENSATION DETERMINED BY OUR CONSULTANTS TO BE AT THE 75TH PERCENTILE OF ITS PEERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS MADE AVAILABLE TO THE PUBLIC THE ORGANIZATION AND ITS AFFILIATES ARE SUBJECT TO THE OPEN RECORDS LAW IN THE STATE OF GEORGIA. THEREFORE, BY LAW, CITIZENS ARE PERMITTED TO INSPECT AND COPY ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AS MAY BE REQUESTED FROM TIME TO TIME. ADDITIONALLY, THE ORGANIZATION'S FORM 990 IS MADE READILY AVAILABLE ON THE GUIDESTAR WEBSITE. PERIODICALLY, THE ORGANIZATION PUBLISHES A COMMUNITY BENEFIT REPORT ONCE A YEAR FOR DISTRIBUTION TO THE PUBLIC. IN ACCORDANCE WITH O.C.G.A SECTION 31-7-22 AND THE GEORGIA DEPARTMENT OF COMMUNITY HEALTH'S RULES AND REGULATIONS FOR HOSPITAL TRANSPARENCY CHAPTER 111-8-41 THE APPLICABLE DOCUMENTS ARE POSTED ON THE WELLSTAR.ORG WEBSITE IN THE WELLSTAR HOSPITAL TRANSPARENT INFORMATION SECTION. UNDER ITS CONTINUING DISCLOSURE AGREEMENTS FOR PUBLIC BONDS, OUTSTANDING FINANCIAL AND STATISTICAL INFORMATION IS POSTED AND REPORTED ON EMMA.MSRB.ORG ON A QUARTERLY AND ANNUAL BASIS. |
| FORM 990, PART VII | OFFICERS HOURS WORKED THE OFFICERS DEVOTE THEIR TIME TO ALL OF THE ORGANIZATIONS WITHIN WELLSTAR HEALTH SYSTEM THAT ARE LISTED IN SCHEDULE R, PART II. AS SUCH, THE TOTAL HOURS WORKED BY THE OFFICERS ACROSS ALL ORGANIZATIONS EXCEEDS 40 HOURS A WEEK. |
| FORM 990, PART VII & FORM 990, SCHEDULE J | COMPENSATION ALL COMPENSATION AMOUNTS REPORTED ON FORM 990, PART VII; PART IX, LINES 5-7; AND SCHEDULE J REPRESENT COMPENSATION PROVIDED TO INDIVIDUALS THAT PROVIDE SERVICES TO THE ORGANIZATION. LIKEWISE, THE NUMBER OF EMPLOYEES REPORTED ON PART V, LINE 2A REPRESENTS THE NUMBER OF INDIVIDUALS PROVIDING SERVICES TO THE ORGANIZATION. ALL FEDERAL EMPLOYMENT TAX RESPONSIBILITIES FOR THESE INDIVIDUALS (INCLUDING FEDERAL EMPLOYMENT TAX REPORTING RESPONSIBILITIES) ARE HANDLED BY WELLSTAR HEALTH SYSTEM, INC. (EIN 58-1649541). |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS FOR THE REPORTING PERIOD WELLSTAR HEALTH SYSTEM HAD A CHANGE IN NET ASSETS OF $345,438,710 RELATED TO TRANSFERS TO AFFILIATES AS PART OF THE ALLOCATION OF INCOME STATEMENT AND BALANCE SHEET TRANSACTIONS OVER THE YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| WELLSTAR MEDICAL GROUP LLC | |||||||||
| 793 SAWYER ROAD | Marietta | GA | 30062 | 273818647 | Healthcare | GA | -$771,020,711 | $298,004,640 | WHS Inc |
| COBB GYNECOLOGISTS 2 LLC | |||||||||
| 793 SAWYER ROAD | Marietta | GA | 30062 | 020808099 | Healthcare | GA | $0 | WHS INC | |
| SOUTH COBB OB-GYN 2 LLC | |||||||||
| 793 SAWYER ROAD | Marietta | GA | 30062 | 020808071 | Healthcare | GA | $0 | WHS INC | |
| WELLSTAR PSYCHIATRY LLC | |||||||||
| 793 SAWYER ROAD | Marietta | GA | 30062 | 582500211 | Healthcare | GA | $0 | WHS INC | |
| WellStar Kennestone OBGYN 2 LLC | |||||||||
| 793 SAWYER ROAD | Marietta | GA | 30062 | 300355553 | Healthcare | GA | $0 | WHS INC | |
| WellStar Kennestone OBGYN LLC | |||||||||
| 793 SAWYER ROAD | Marietta | GA | 30062 | 582499183 | Healthcare | GA | $0 | WHS INC | |
| WellStar Medical Specialists 2 LLC | |||||||||
| 793 SAWYER ROAD | Marietta | GA | 30062 | 753261729 | Healthcare | GA | $0 | WHS INC | |
| WellStar Homecare Billing Services LLC | |||||||||
| 793 SAWYER ROAD | Marietta | GA | 30062 | 582479534 | Healthcare | GA | $0 | WHS INC | |
| Wellstar Windy Hill Apothecary Bill Srv | |||||||||
| 793 SAWYER ROAD | Marietta | GA | 30062 | 562511925 | Healthcare | GA | $0 | WHS INC | |
| Wellstar Home Health LLC | |||||||||
| 793 SAWYER ROAD | Marietta | GA | 30062 | 270277843 | Healthcare | GA | $0 | WHS INC | |
| WELLSTAR CLNCL PARTNERS MEDICARE ACOLLC | |||||||||
| 793 SAWYER ROAD | Marietta | GA | 30062 | 273870970 | Healthcare | GA | $0 | WHS Inc | |
| Wellstar Health Ventures LLC | |||||||||
| 793 SAWYER ROAD | Marietta | GA | 30062 | 453754932 | Healthcare | GA | $0 | WHS INC | |
| Wellstar IPA LLC | |||||||||
| 793 SAWYER ROAD | Marietta | GA | 30062 | 581649541 | Insurance | GA | $0 | WHS INC | |
| Wellstar Community Hospice LLC | |||||||||
| 793 SAWYER ROAD | Marietta | GA | 30062 | 134350580 | Healthcare | GA | $0 | WHS INC | |
| CATALYST BY WELLSTAR LLC | |||||||||
| 793 SAWYER ROAD | Marietta | GA | 30062 | 883730634 | Healthcare | GA | $0 | WHS INC | |
| WellStar Clinical Partners LLC | |||||||||
| 793 SAWYER ROAD | Marietta | GA | 30062 | 581649541 | HEALTHCARE | GA | $0 | WHS INC | |
| WELLSTAR RESTAURANT SERVICES LLC | |||||||||
| 793 SAWYER ROAD | MARIETTA | GA | 30062 | 581649541 | FOOD SERVICES | GA | $0 | WHS INC | |
| WELLSTAR CLINICAL PARTNERS ATLANTA LLC | |||||||||
| 793 SAWYER ROAD | MARIETTA | GA | 30062 | 581649541 | HEALTHCARE | GA | $0 | WHS INC | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| COBB HOSPITAL INC | ||||||||||
| 793 SAWYER ROAD | Marietta | GA | 30062 | 580968382 | Healthcare | GA | 501(C)(3) | 3 | WHS INC | Yes (true) |
| DOUGLAS HOSPITAL INC | ||||||||||
| 793 SAWYER ROAD | Marietta | GA | 30062 | 582026750 | Healthcare | GA | 501(C)(3) | 3 | WHS INC | Yes (true) |
| KENNESTONE HOSPITAL INC | ||||||||||
| 793 SAWYER ROAD | Marietta | GA | 30062 | 582032904 | Healthcare | GA | 501(C)(3) | 3 | WHS INC | Yes (true) |
| PAULDING MEDICAL CENTER INC | ||||||||||
| 793 SAWYER ROAD | Marietta | GA | 30062 | 582095884 | Healthcare | GA | 501(C)(3) | 3 | WHS INC | Yes (true) |
| WELLSTAR FOUNDATION INC | ||||||||||
| 793 SAWYER ROAD | Marietta | GA | 30062 | 581627413 | Foundation | GA | 501(C)(3) | 12 II | WHS INC | Yes (true) |
| WELLSTAR NORTH FULTON HOSPITAL INC | ||||||||||
| 793 SAWYER ROAD | MARIETTA | GA | 30062 | 810851756 | HEALTHCARE | GA | 501(C)(3) | 3 | WHS INC | Yes (true) |
| WELLSTAR SPALDING REGIONAL HOSPITALINC | ||||||||||
| 793 SAWYER ROAD | MARIETTA | GA | 30062 | 810864789 | HEALTHCARE | GA | 501(C)(3) | 3 | WHS INC | Yes (true) |
| WELLSTAR SYLVAN GROVE HOSPITAL INC | ||||||||||
| 793 SAWYER ROAD | MARIETTA | GA | 30062 | 810875069 | HEALTHCARE | GA | 501(C)(3) | 3 | WHS INC | Yes (true) |
| WEST GEORGIA MEDICAL CENTER INC | ||||||||||
| 793 SAWYER ROAD | MARIETTA | GA | 30062 | 205497506 | HEALTHCARE | GA | 501(C)(3) | 3 | WGHS INC | Yes (true) |
| WEST GEORGIA HEALTH SERVICES INC | ||||||||||
| 793 SAWYER ROAD | MARIETTA | GA | 30062 | 205497622 | HEALTHCARE | GA | 501(C)(3) | 12 II | WHS INC | Yes (true) |
| VERNON WOODS RETIREMENT COMMUNITY INC | ||||||||||
| 793 SAWYER ROAD | MARIETTA | GA | 30062 | 582575049 | HEALTHCARE | GA | 501(C)(3) | 10 | WGHS INC | Yes (true) |
| WEST GEORGIA HEALTH FOUNDATION INC | ||||||||||
| 793 SAWYER ROAD | MARIETTA | GA | 30062 | 200936376 | FOUNDATION | GA | 501(C)(3) | 12 II | WGHS INC | Yes (true) |
| MEDICAL PARK FOUNDATION INC | ||||||||||
| 793 SAWYER ROAD | MARIETTA | GA | 30062 | 581303478 | FOUNDATION | GA | 501(C)(3) | 7 | WGHS INC | Yes (true) |
| WELLSTAR MCG HEALTH INC | ||||||||||
| 1120 15TH STREET BA 8412 | AUGUSTA | GA | 30912 | 272999718 | HEALTHCARE | GA | 501(C)(3) | 12 II | WHS INC | Yes (true) |
| AU MEDICAL CENTER INC | ||||||||||
| 1120 15TH STREET BA 8412 | AUGUSTA | GA | 30912 | 810837031 | HEALTHCARE | GA | 501(C)(3) | 3 | WHS INC | Yes (true) |
| AU MEDICAL ASSOCIATES INC | ||||||||||
| 1120 15TH STREET BA 8412 | AUGUSTA | GA | 30912 | 582144788 | HEALTHCARE | GA | 501(C)(3) | 12 II | WHS INC | Yes (true) |
| WELLSTAR MCG HEALTH WARM SPRINGS INC | ||||||||||
| 1120 15TH STREET BA 8412 | AUGUSTA | GA | 30912 | 464824043 | HEALTHCARE | GA | 501(C)(3) | 3 | WHS INC | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt |
|---|---|---|---|---|---|---|---|---|---|
| KENNESTONE EAST PARKING DECK LLC | |||||||||
| 793 SAWYER ROAD | MARIETTA | GA | 300622222 | 200537100 | PARKING | GA | WHS INC | false | $0 |
| GRIFFIN IMAGING LLC | |||||||||
| 793 SAWYER ROAD | MARIETTA | GA | 300622222 | IMAGING CENTER | GA | NA | |||
| WELLSTAR SPALD EMSSPALD 911 LLC | |||||||||
| 793 SAWYER ROAD | MARIETTA | GA | 300622222 | OFF.BLDG/EMS | GA | NA | |||
| NORTH FULTON PARKING DECK LP | |||||||||
| 793 SAWYER ROAD | MARIETTA | GA | 300622222 | PARKING | GA | NA | |||
| COBB SOUTH PARKING DECK LLC | |||||||||
| 793 SAWYER ROAD | MARIETTA | GA | 300622222 | PARKING | GA | NA | |||
| SPALDING HEALTH SYSTEM LLC | |||||||||
| 793 SAWYER ROAD | MARIETTA | GA | 300622222 | 582148398 | PHYS. HOSP. ORG | GA | WHS INC | false | $0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY ASSURANCE CO | ||||||||||||||||
| 3rd Fl Barclays Hse Shedden Rd | George Town | CJ | 581649541 | INSURANCE | CJ | WHS INC | C CORP | $56,828,310 | $267,939,437 | 1.00000 | Yes (true) | |||||
| WEST GEORGIA HEALTH PHYSICIANS INC | ||||||||||||||||
| 275125341 | PHYSICIAN PRAC. | WGHS INC | C CORP | false | 793 SAWYER ROAD | MARIETTA | GA | 300622222 | GA | |||||||
| WELLSTAR HEALTH PLAN INC | ||||||||||||||||
| 461922499 | HEALTH INSURANCE | WHS INC | C CORP | 1.00000 | Yes (true) | 793 SAWYER ROAD | MARIETTA | GA | 300622222 | GA | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (true) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (true) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (10 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| COBB HOSPITAL INC | ||
| Q | $146,083,567 | ACTUAL COST |
| DOUGLAS HOSPITAL INC | ||
| Q | $44,580,041 | ACTUAL COST |
| KENNESTONE HOSPITAL INC | ||
| Q | $256,689,469 | ACTUAL COST |
| PAULDING MEDICAL CENTER INC | ||
| Q | $55,216,037 | ACTUAL COST |
| WELLSTAR NORTH FULTON HOSPITAL INC | ||
| Q | $54,623,360 | ACTUAL COST |
| WELLSTAR SPALDING REGIONAL HOSPITAL INC | ||
| Q | $35,394,455 | ACTUAL COST |
| WELLSTAR SYLVAN GROVE HOSPITAL INC | ||
| Q | $4,529,156 | ACTUAL COST |
| WEST GEORGIA MEDICAL CENTER INC | ||
| Q | $53,117,437 | ACTUAL COST |
| AU MEDICAL CENTER INC | ||
| Q | $94,399,713 | ACTUAL COST |
| WELLSTAR MCG HEALTH WARM SPRINGS INC | ||
| Q | $335,588 | ACTUAL COST |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE DOLLAR AMOUNTS REPORTED ON FORM 990, SCHEDULE R, PART V, LINE 2 FOR WELLSTAR HEALTH SYSTEM, INC. INCLUDE THE OVERHEAD ALLOCATIONS TO AFFILIATES AND CONSISTS OF THE FOLLOWING TYPES OF TRANSACTIONS AS LISTED IN LINE 1 (A-R): H) EXCHANGE OF ASSETS, I) LEASE OF FACILITIES, EQUIPMENT, OR OTHER ASSETS TO OTHER ORGANIZATION(S), J) LEASE OF FACILITIES, EQUIPMENT, OR OTHER ASSETS FROM OTHER ORGANIZATION(S), K) LEASE OF FACILITIES, EQUIPMENT, OR OTHER ASSETS FROM RELATED ORGANIZATION(S), O) SHARING OF PAID EMPLOYEES, P) REIMBURSEMENT PAID TO OTHER ORGANIZATION(S), Q) OTHER TRANSFERS OF CASH OR PROPERTY TO OTHER ORGANIZATION(S), AND R) OTHER TRANSFERS OF CASH OR PROPERTY FROM OTHER ORGANIZATION(S). | ExplanationTxt |
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