2020-11-10T15:17:39-07:00 2019-12-31 135565207 KPMG LLP 300 North Greene Street Suite 400 Greensboro NC 27401 990 2019-01-01 590634433 THE NEMOURS FOUNDATION NEMO 9046974100 10140 Centurion Parkway North Jacksonville FL 32256 Rodney McKendree CFO and Business Services Officer 9046975648 2020-11-12 1 Laura A Collins P00008888 3362753394 2020-11-10 75.191.244.120 2019 2021-01-29 14:40:06Z R Lawrence Moss MD 10140 Centurion Parkway North Jacksonville FL 32256 1679050912 0 X www.nemours.org X 1936 FL Nemours mission is to provide leadership institutions, and services to restore and improve the health of children through care and programs not readily available, with one high standard of quality and distinction regardless of the recipient's financial status. 13 13 9572 1541 1477512 0 187484051 186693616 1183856816 1264548232 16364504 14688015 50065092 62532521 1437770463 1528462384 1826691 1945648 0 0 858270167 921917792 0 0 3982206 490113125 522185053 1350209983 1446048493 87560480 82413891 2074345798 2285597717 798456325 949548219 1275889473 1336049498 Nemours mission is to provide leadership, institutions, and services to restore and improve the health of children through care and programs not readily available, with one high standard of quality and distinction regardless of the recipient's financial status. 0 0 1107560552 1945648 1323990972 See Schedule H, Part VI 0 0 0 1107560552 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 0 0 1 0 0 1 0 0 0 1 0 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 1 829 0 1 9572 1 1 1 1 CJ 0 0 1 1 1 1 0 0 0 0 1 0 X 13 13 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT FL GA HI IL KS KY MA MD MI MN MS NC ND NH NJ NM NV NY OH OR PA RI SC TN UT VA WA WI WV X Rodney McKendree CFO 9046974100 10140 Centurion Parkway North Jacksonville FL 32256 David J Bailey MD Physician and President/CEO (former) 40 0 X 3206836 0 43570 Christian Pizarro Director of Nemours Cardiac Ct 40 0 X 2068571 0 53221 R Lawrence Moss President/CEO 40 0 X 1441282 0 284089 Peter D Wearden MD Cardiothoracic Surgeon 40 0 X 1574488 0 27800 Robert D Bridges EVP Chief Exec FL Operations 40 7 X 1063932 0 98315 Theresa M Young Sr VP Chief Experience Officer (former) 40 0 X 1052873 0 33613 Andre Hebra MD CMO NCH 40 0 X 979940 0 85046 Suken A Shah Orthopaedic Surgeon 40 0 X 989541 0 49986 William G Mackenzie Chair Dept of Orthopaedics 40 0 X 972254 0 48700 Rodney A McKendree Chief Financial and Business Services Officer 40 4 X 847825 0 139868 Roy Proujansky EVP Chief Exec DE Operations (former) 40 1 X 905807 0 69211 Michael J Erhard MD Ent VP and Physician in Chief Florida Operations 40 0 X 831127 0 133627 Mary Lee ENT VP and Physician in Chief DE Valley 40 1 X 795932 0 139288 Dana N Bledsoe Ent VP President NCH 40 0 X 666685 0 99144 Stephen Lawless Sr VP Chief Clinical Officer 40 1 X 680917 0 55442 Jay S Greenspan Chief Executive of Delaware Valley Operations 40 0 X 654864 0 52774 Martha G McGill ENT VP Chief Network Ops FL 40 1 X 602671 0 82146 Gina Altieri Enterprise Chief Communications Officer 40 0 X 603730 0 62955 Deborah Platz Oper VP General Counsel & Corporate Secretary (former) 40 0 X 471964 0 70062 Bernard E Rice Ent VP CIO 40 0 X 417315 0 89594 Deborah Chang Sr VP CH Policy & Prevention 40 0 X 433491 0 42279 Randall W Hartley Oper VP COO NCH 40 0 X 441180 0 20158 William W Higginbotham II Ent VP Finance & Cost Contnmnt 40 7 X 356836 0 81180 Jane M Mericle Oper VP Chief Nursing & Patient Ops Off DE Valley 40 0 X 405329 0 28955 Pauline M Corso Oper VP COO Phy Network DE 40 0 X 379852 0 47445 Chiedu P Adebi Chief Human Resources Officer 40 0 X 349551 0 55639 Helen M Case Oper VP CNO NCH 40 0 X 365670 0 19384 William Britton Oper VP Finance Delaware 40 0 X 332385 0 49834 Sarah Sanders Sr VP Marketing and Communications 40 0 X 303010 0 65332 Ray J Hejmanowski Florida Practice Administrator 40 0 X 317923 0 49640 Laura A Kowal Oper VP Chief Legal Officer Enterprise 40 0 X 301689 0 34798 Roopnarine Hazarie Practice Administrator 40 0 X 245079 0 30021 Lori Polidore Sr Director of Nursing 40 0 X 192582 0 30933 James D Tyner Administrative Dir-Surgery 40 0 X 164272 0 16109 Beverly M Wingate FL Site Practice Administrator 40 0 X 150517 0 24524 Hugh M Durden Member 5 25 X 0 161054 0 Thomas G Kuntz Member 3 8 X 0 148049 0 Geoffrey M Rogers Member Director 3 8 X 0 147832 0 John S Lord Member 2 15 X 0 147059 0 W L Thornton Member 5 5 X 0 133346 0 Cameron S Morrow Assistant Treasurer 40 0 X 104030 0 28179 John F Porter Member 2 12 X 0 125619 0 Marylynn Girouard Manager Governance Office 40 0 X 97023 0 22112 Robert Riney Chairman of the Board 8 0 X 83775 0 0 Nancy E Stephenson Ent VP CCO (former) 40 0 X 66163 0 11092 Terri L Kelly Director 4 0 X 61900 0 0 Toni Jennings Director 3 0 X 61300 0 0 James S Hunt Director and Chairman of the Board (former) 5 0 X 61300 0 0 Linda D Norman Director 3 0 X 57050 0 0 Claire M DeMattis Director 4 0 X 55700 0 0 Rosa Hakala Director 3 0 X 55100 0 0 Marc Probst Director 1 0 X 55100 0 0 Jane Cavalier Luca Director 4 0 X 55100 0 0 J Michael Mcginnis Director 3 0 X 53300 0 0 Valerie Montgomery Rice Director 3 0 X 50300 0 0 Anna Small Ent VP CCO 40 0 X 32559 0 2171 Richard Walsh Director 4 0 X 33050 0 0 Richard Christopher Director (former) 15 2.0 X 26325 0 0 Brian P Anderson Chairman of the Board (former) 10 0 X 22450 0 0 26599445 862959 2378236 1602 0 1 0 HSC Builders and Construction Manager 340 New Mill Lane Exton PA 19341 Building & Construction 20445238 Robins and Morton Group 400 Shades Creek Parkway Birmingham AL 35209 Building & Construction 12164619 Crothall Health Care Inc 13028 Collection Center Drive Chicago IL 60693 Housekeeping & Laundry SV 11740955 ID Griffith Inc 735 S Market Street Wilmington DE 19801 Building & Construction 9212579 Thomas Jefferson University 1025 Walnut Street Philadelphia PA 19107 Residency Program Expense 7299410 244 0 0 1188920 175848850 0 9655846 140100 186693616 Net patient service revenue 900099 1236044576 1236044576 0 0 Net research grants 900099 26707407 26707407 0 0 Electronic health record revenue 900099 1796249 1796249 0 0 0 0 0 0 1264548232 14118429 0 1477512 12640917 0 0 0 0 2499654 0 0 2499654 699064 0 0 0 699064 0 699064 0 0 699064 150638208 0 150068622 0 569586 0 569586 0 0 569586 410969 1188920 519906 -108937 0 -108937 0 0 0 0 0 0 0 0 0 0 0 0 Specialized services 900099 45130519 45130519 0 0 Graduate medical education funding 900099 4135733 4135733 0 0 Continuing medical education 900099 1467545 1467545 0 0 8708943 8708943 0 0 59442740 1528462384 1323990972 1477512 16300284 1742939 1742939 202709 202709 0 0 0 0 15832604 0 15832604 0 6515393 0 6515393 0 724423809 563614113 158303619 2506077 43247617 33842029 9271237 134351 85603443 66763514 18441267 398662 46294926 36263987 9854227 176712 0 0 0 0 3036164 1747027 1263025 26112 678018 395967 282051 0 806602 0 806602 0 0 0 0 0 0 0 84877458 59428537 25358500 90421 7538480 4327987 3100347 110146 151573050 136905822 14457800 209428 30300264 20588552 9664119 47593 0 0 0 0 45294470 34043769 11248913 1788 8614295 6487899 2072418 53978 0 0 0 0 3890497 2816746 865215 208536 10312578 10312578 0 0 0 0 0 0 88484712 53311446 35173266 0 25833075 25479546 352834 695 Provision for bad debts 27324480 27324480 0 0 Maintenance contracts - Miscel 9212790 4647452 4565338 0 Repairs and maintenance 8909073 4494240 4414833 0 Subscriptions(mags & db),books 7451475 6859162 588084 4229 8047572 5960051 2074043 13478 1446048493 1107560552 334505735 3982206 355241396 407801935 47527928 48944104 11458615 11185392 163569121 177036883 0 0 0 0 0 0 5645118 6417363 11034547 15403479 1960539310 896616175 1045853461 1063923135 297819381 326065506 119889790 129992806 0 0 4189972 4099406 12116469 94727708 2074345798 2285597717 139553264 155853044 0 0 4312825 4300428 274420902 269246816 0 0 0 0 95815000 94545000 0 0 284354334 425602931 798456325 949548219 X 1275889473 1336049498 0 0 1275889473 1336049498 2074345798 2285597717 X 82413891 42689976 0 0 0 -64943842 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2000 949520 951520 1444888973 1445840493 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 343047 642301 669485 951520 2606353 250000 250000 250000 250000 1000000 1500000 2000 2000 2000 2000 8000 Schedule C, Part II-A, Line 1a Nemours is not affiliated with any groups and did not exceed either the lobbying or grass roots expenditures ceiling. 0 3386733 0 0 X X X 0 218594430 9610720 31666343 0 10157031 205668 249508794 236912691 7706794 -13556218 0 12310285 158552 218594430 219937024 7176387 22791582 0 12789966 202336 236912691 213014884 4694650 12401609 0 10010223 163896 219937024 238322440 7762065 -1214069 0 31699683 155869 213014884 0 0.037 0.963 0 0 91095 111430450 111521545 0 882329120 350400771 531928349 0 52194216 24201646 27992570 0 833994796 522013758 311981038 0 80499633 0 80499633 1063923135 0 0 Hedge Funds 69896674 F Private Equity 21562888 F Partnerships 20219729 F Real Estate 18313515 F 129992806 0 Liabilities for pension benefits 257538281 Self-insurance reserves 84793197 Finance and Operating leases 83271453 425602931 X 1540498829 13299559 0 0 11259233 24558792 1515940037 0 12522347 12522347 1528462384 1456665712 0 0 0 10617219 10617219 1446048493 0 0 0 1446048493 Schedule D, Part III, Line 4 The Nemours Estate is the 300-acre estate of the late industrialist and philanthropist Alfred I. duPont. The mansion is located on the grounds of the renowned Alfred I. duPont Hospital for Children in Wilmington, Delaware. It derives its name from the town in France represented by Mr. duPont's great-great-grandfather, Pierre Samuel duPont de Nemour. The mansion was built from 1909 to 1910 and is a fine example of a French chateau in the style of Louis XVI. The 47,000 sq. ft. mansion looms over the surrounding formal gardens and is furnished with fine antiques, famous works of art, beautiful tapestries, and other treasures. The grounds surrounding the mansion extend for one third of a mile along the main vista from the house, and are among the finest examples of French-style gardens in the United States. The mansion and gardens are open for tours between May and December. Tour groups are kept small and include expert commentary by guides familiar with the duPont family history. Schedule D, Part V, Line 4 Nemours' endowments have been established for a variety of purposes including ophthalmology, orthopaedic, dental and research. Schedule D, Part X, Line 1 Nemours, Pediatric Medical Services of Florida Inc (PMSI), Nemours New Jersey Physician Practice PC (NJPP) and Cruden Bay Risk Retention Group are exempt from federal income taxes on related income under Section 501(a) of the Internal Revenue Code as organizations described in Section 501(c)(3), and are also exempt from state income taxes. Management believes that the unrelated business income generated by Nemours is not material to the combined financial statements. Schedule D, Part X, Line 2 The audited financial statement footnote has been included in Part XIII. Schedule D, Part XI, Line 2d Net assets released from restriction- Ed Ball $6,205,292 plus net assets release from restriction- donations $3,265,682 plus New Jersey Physician Practice PC (NJPP) (subsidiary) total revenue $8,230,959 plus PMSI (subsidiary) total revenue $23,212,622 less Nemours bad debt expense $27,324,480 less NJPP bad debt expense $1,004,883 less PMSI bad debt expense $1,325,959 equals $11,259,233. Schedule D, Part XI, Line 4b Temp restricted contributions and pledges $8,181,380 plus temp restricted investment income $2,276,717 less temp restricted realized losses $791 less fundraising expenses $519,906 plus PMSI (subsidiary) management fee $2,790,635 less temp restricted investment expenses $205,688 equals $12,522,347. Schedule D, Part XII, Line 2d Fundraising expenses $519,906 less bad debt expense $29,655,322 less PMSI (subsidiary) management fee $2,790,635 plus NJPP (subsidiary) operating expenses $13,748,663 plus PMSI (subsidiary) operating expenses $28,794,607 equals $10,617,219. Europe (including Iceland and Greenland) 0 0 Investments 54011669 East Asia and the Pacific 0 0 Investments 50192964 North America (including Canada and Mexico, but not the United States) 0 0 Investments 8599580 South Asia 0 0 Investments 7231260 South America 0 0 Investments 4238730 Middle East and North Africa 0 0 Investments 2767417 Sub-Saharan Africa 0 0 Investments 2719722 Russia and the newly independent States 0 0 Investments 1454004 Central America and the Caribbean 0 0 Investments 573122 Europe (including Iceland and Greenland) 0 0 Program Services Investment Management 76077 0 0 131864545 1 0 1 1 1 1 DE Night at Nemours 390697 354943 35754 0 0 0 75290 9100 119322 2019 Radiothon 206604 206604 0 0 0 0 0 0 10396 24 1002558 627373 375185 0 0 73849 118415 32189 81344 1599859 1188920 410939 0 0 73849 193705 41289 211062 519905 -108966 1 1 X 1 X 2.5 1 X 1 0 1 1 1888278 -1280640 3168918 0.0022 702469181 573393151 129076030 0.0886 0 0 0 0 0 0 704357459 572112511 132244948 0.0908 27270389 7795520 19474869 0.0134 9570832 5271580 4299252 0.003 0 0 0 0 40171349 14977855 25193494 0.0173 1746505 0 1746505 0.0012 0 0 78759075 28044955 50714120 0.0349 0 0 783116534 600157466 182959068 0.1257 1 29655322 0 1433472 2059026 -625554 X 1 1 2 1 Alfred I duPont Hospital for Children 1600 Rockland Road Wilmington DE 19803 www.nemours.org HSPTL-003; DE X X A 2 Nemours Children's Hospital 6535 Nemours Pkwy Orlando FL 32827 www.nemours.org 4509; FL X X A A 0 0 1 X X X X X X X X X 19 1 0 0 1 X www.nemours.org/community X 1 19 1 www.nemours.org/community 0 0 1 X 250 300 X 1 1 X X X X 1 X See Section C, Line 16 X See Section C, Line 16 X See Section C, Line 16 X X X X 1 X 0 X 1 X 0 0 Schedule H, Part V, Section B, Line 3-Group A Nemours conducted a Child & Adolescent Community Health Needs Assessment (CHNA) in 2019 for Alfred I duPont Hospital for Children and Nemours Children's Hospital. The CHNA report can be found at https://www.nemours.org/about/community-health-needs.html. Schedule H, Part V, Section B, Line 5-Group A As part of the Child & Adolescent Community Health Needs Assessment (CHNA), Nemours solicited information from multiple key informants: physicians, other health professionals, social service providers, business leaders, public health representatives and other community leaders. A list of these key informants can be found in the Nemours CHNA. Schedule H, Part V, Section B, Line 11-Group A See the implementation plan and progress reports located at https://www.nemours.org/about/community-health-needs.html. Schedule H, Part V, Section B, Line 16-Group A http://www.nemours.org/patientfamily/financialassistance.html Schedule H, Part V, Section B, Line 18e-Group A Nemours utilizes its own internal collections department in order to address non-payment by patients who have not been qualified for financial assistance in a sensitive manner. Schedule H, Part V, Section B, Line 20a-Group A None of these efforts were made. Schedule H, Part V, Section B, Line 20b-Group A None of these efforts were made. Schedule H, Part V, Section B, Line 20c-Group A None of these efforts were made. Schedule H, Part V, Section B, Line 20d-Group A None of these efforts were made. 54 Nemours duPont Pediatrics Wilmington 1600 Rockland Road Wilmington DE 19803 PEDIATRIC SPECIALTY CARE CLINIC AND CARDIAC CENTER Nemours Children's Specialty Care Orlando Downtown 1717 South Orange Avenue Suite 100 Orlando FL 32806 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Lake Mary 3300 West Lake Mary Blvd Suite 100 Lake Mary FL 32746 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Lake Nona 9368 Narcoossee Road Suite 105 Orlando FL 32827 PEDIATRIC SPECIALTY CARE AND URGENT CARE CLINIC Nemours Children's Specialty Care Wesley Chapel 2020 Ashley Oaks Circle Suite 102 Wesley Chapel FL 33544 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Winter Garden 2020 Daniels Road Suite B Winter Garden FL 34787 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Jacksonville 807 Childrens Way Jacksonville FL 32207 PEDIATRIC SPECIALTY CARE CLINIC INCLUDING BRIGHTSTART DYSLEXIA INITIATIVE Nemours Children's Specialty Care Brunswick Southeast Georgia Health System 3025 Shrine Road Suite 350 Brunswick GA 31520 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Daytona Beach 1219 Dunn Ave Daytona Beach FL 32114 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Fleming Island Baptist Clay Medical Center Campus 1747 Baptist Clay Drive Suite 130 Fleming Islande FL 32003 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Jacksonville South 14785 Old St Augustine Road Suite 200 Jacksonville FL 32258 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Lake City 164 NW Madison St Suite 201 Lake City FL 32055 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Clinic Pensacola 8331 North Davis Highway Pensacola FL 32514 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Clinic Bonifay 2600 Hospital Drive Bonifay FL 32425 PEDIATRIC SPECIALITY CARE CLINIC Nemours Children's Specialty Care Ft Walton Beach Ft Walton Beach 341 Racetrack Road NW Ft Walton Beach FL 32547 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Tallahassee- Centre Pointe Southeast Urological Center 2000 Centre Pointe Blvd Tallahassee FL 32308 PEDIATRIC SPECIALTY CARE CLINIC Nemours duPont Pediatrics Philadelphia 833 Chestnut Street Suite 300 Philadelphia PA 19107 PEDIATRIC PRIMARY CARE AND SPECIALITY CARE CLINIC Nemours duPont Pediatrics Bryn Mawr Bryn Mawr Medical Arts Pavilion 825 Old Lancaster Road Suite 250 Bryn Mawr PA 19010 PEDIATRIC SPECIALTY CARE CLINIC AND SURGICAL CENTER Nemours duPont Pediatrics Seaford 49 Fallon Ave Seaford DE 19973 PEDIATRIC PRIMARY AND SPECIALITY CARE AND DYSLEXIA INITIATIVE CLINIC Nemours duPont Pediatrics Paoli 1676 Lancaster Ave Paoli PA 19301 PEDIATRIC PRIMARY CARE CLINIC Nemours duPont Pediatrics Deptford 1280 Almonesson Road Deptford NJ 08096 PEDIATRIC SPECIALTY CARE CLINIC AND SURGERY CENTER Nemours duPont Pediatrics Middletown 200 Cleaver Farm Road Suite 201 Middletown DE 19709 PEDIATRIC PRIMARY CARE CLINIC Nemours duPont Pediatrics Foulk Road Foulkstone Plaza 1405 Foulk Road Suite 101 Wilmington DE 19803 PEDIATRIC PRIMARY CARE CLINIC Nemours duPont Pediatrics St Francis 700 North Clayton Street Suite 400 Wilmington DE 19805 PEDIATRIC PRIMARY CARE CLINIC Nemours duPont Pediatrics Dover 201 Towne Centre Drive Suite 500 Dover DE 19904 PEDIATRIC PRIMARY AND SPECIALITY CARE CLINIC Nemours duPont Pediatrics Media 1098 W Baltimore Pike Suite 3403 Media PA 19063 PEDIATRIC PRIMARY CARE CLINIC Nemours duPont Pediatrics Villanova 789 East Lancaster Avenue Suite 10 Villanova PA 19085 PEDIATRIC PRIMARY CARE CLINIC Nemours duPont Pediatrics Collegeville 100 Campus Drive Building A Collegeville PA 19426 PEDIATRIC PRIMARY AND SPECIALITY CARE CLINIC Nemours duPont Pediatrics Jessup Street 1602 Jessup Street Wilmington DE 19802 PEDIATRICS PRIMARY CARE CLINIC Nemours duPont Pediatrics Newark 200 Biddle Ave Suite 100 Newark DE 19702 PEDIATRICS PRIMARY CARE CLINIC Nemours duPont Pediatrics Concordville 1020 Baltimore Pike Suite 300 Glen Mills PA 19342 PEDIATRICS PRIMARY CARE CLINIC Nemours duPont Pediatrics Pike Creek 5500 Skyline Drive Suite 4 Wilmington DE 19808 PEDIATRIC PRIMARY AND SPECIALITY CARE CLINIC Nemours duPont Pediatrics Glen Mills 101 Applied Bank Blvd Suite 11 Glen Mills PA 19342 PEDIATRIC SPECIALTY CARE AND URGENT CARE CLINIC Nemours duPont Pediatrics Becks Woods 141 Becks Woods Drive Bear DE 19701 PEDIATRIC PRIMARY AND SPECIALITY CARE CLINIC Nemours Children's Urgent Care Kissimmee 4101 Town Center Blvd Orlando FL 32837 PEDIATRIC URGENT CARE CLINIC Nemours duPont Pediatrics Exton 101 Arrandale Blvd Suite 103 Exton PA 19341 PEDIATRICS PRIMARY CARE CLINIC Nemours duPont Pediatrics Newton Square 3855 West Chester Pike Suite 280 Newton Square PA 19073 PEDIATRIC SPECIALITY CARE CLINIC Nemours duPont Pediatrics Milford 703 North duPont Blvd Teal Creek Plaza Milford DE 19963 PEDIATRIC PRIMARY AND SPECIALITY CARE CLINIC Nemours Children's Urgent Care Waterford Lakes 651 North Alafaya Trail Orlando FL 32828 PEDIATRIC URGENT CARE CLINIC Nemours duPont Pediatrics Wayne 110 W Lancaster Ave Wayne PA 19087 PEDIATRICS PRIMARY CARE CLINIC Nemours duPont Pediatrics Millsboro 30265 Commerce Drive Suite 101 Millsboro DE 19966 PEDIATRIC PRIMARY CARE CLINIC Nemours duPont Pediatrics Vineland 2950 College Drive Suite 2B Vineland NJ 08360 PEDIATRIC SPECIALTY CARE CLINIC Nemours Children's Specialty Care Kissimmee 750 Centerview Blvd Suite Kissimmee FL 34741 PEDIATRIC SPECIALTY CARE AND URGENCT CARE CLINIC Nemours Children's Urgent Care Lake Nona 9368 Narcoossee Road Suite 105 Orlando FL 32827 PEDIATRIC URGENT CARE CLINIC Nemours duPont Pediatrics Cherry Hill Cherry Hill 325 Marlton Pike East Cherry Hill NJ 08034 PEDIATRIC SPECIALTY CARE AND URGENT CARE CLINIC Nemours Children's Urgent Care Sanford 1481 WP Ball Blvd Sanford FL 32771 PEDIATRIC URGENT CARE CLINIC Nemours duPont Pediatrics Lancaster 2128 Embassy Drive Lancaster PA 17603 PEDIATRIC SPECIALTY CARE CLINIC Nemours Senior Care Wilmington 1600 Rockland Road Wilmington DE 19803 HEALTH CLINIC Nemours duPont Pediatrics Willow Grove 2500 Maryland Road Suite 510 Milford DE 19963 PEDIATRIC SPECIALTY CARE CLINIC Nemours Senior Care Milford 915 North duPont Blvd Milford DE 19963 HEALTH CLINIC Nemours Children's Specialty Care Titusville The Childrens Center of Parrish Medical Center 5650 S Washington Ave Titusville FL 32780 PEDIATRIC SPECIALTY CARE CLINIC Nemours Sports Medicine at 76ers Fieldhouse 401 Garasches Lane Wilmington DE 19801 SPORTS MEDICINE Nemours Children's Specialty Care Davenport 410 Lionel Way Davenport FL 33837 PEDIATRIC SPECIALTY CARE CLINIC Nemours duPont Pediatrics Upland Crozer Chester Medical Center One Medical Center Blvd Suite 443 Upland PA 19013 PEDIATRIC SPECIALTY CARE CLINIC Schedule H, Part I, Line 6a The Nemours 2019 Report to Our Communities entitled, "Built for Impact" can be found at https://www.nemours.org/about/financial-benefit-to-the-community.html. Schedule H, Part I, Line 7 Schedule H, Part I, Line 7 - Nemours calculated the amounts included in Part I, Lines 7a-b utilizing the methodology provided in the various worksheets included in the instructions for Schedule H of Form 990. These worksheets include Worksheet 1, Charity Care at Cost, Worksheet 2, Ratio of Patient Care Cost-to-Charges and Worksheet 3, Unreimbursed Medicaid and Other Means-Tested Government Programs. Schedule H, Part I, Line 7, Column f Nemours included provision for bad debt (bad debt expense) in Form 990, Part IX, line 24 of $27,324,480. Such amount was subtracted from total expense of $1,446,048,493 for purposes of determining percent of total expense calculations. Schedule H, Part I, Line 7a Financial Assistance at Cost - Nemours' mission is to "provide leadership, institutions, and services to restore and improve the health of children through care and programs not readily available, with one high standard of quality and distinction regardless of the recipient's financial status." COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS: During 2019, Nemours continued to focus on leadership and programs dealing with not just health care, but also areas of children's health promotion and disease prevention. Through Nemours' Value-Based Services Organization, National Office of Policy & Prevention, KidsHealth and Reading BrightStart!, Nemours subsidized prevention and children's health programs totaling nearly $15.0 million. Nemours provided a variety of community health services for more than 6,000 of Delaware's low-income senior citizens of approximately $4.5 million. These outpatient health care services included dental care, eye examinations and eyeglasses, as well as hearing tests and hearing aids at the Nemours Senior Care. RESEARCH: Nemours continues to improve children's lives through the power of discovery. However, new discoveries are not enough. We are integrating research findings at the bedside and exam room where it has the greatest impact on children. In total, Nemours subsidized health research by over $25.2 million during 2019 with more than 414 research projects under the direction of more than 107 Nemours physician-scientists. EDUCATION & TRAINING OF HEALTH PROFESSIONALS: Nemours continues to train the next generation of pediatric specialists through affiliations with Thomas Jefferson University, the Mayo Clinic Medical College and others. In 2019, Nemours hosted 912 residents and 1,022 medical students and provided fellowship rotations for 107 physicians. Nemours supported education and training programs for health professionals of nearly $4.3 million. UNCOMPENSATED MEDICAL CARE: Nemours' services classified as "charity care" or where the recipient could not afford services or lacked adequate health insurance, was nearly $3.2 million in 2019. Nemours also covers the costs in excess of government payments for services provided to Medicaid and other public health beneficiaries of nearly $129.0 million with an additional $29.7 million in uncollected patient care charges written off by Nemours during the same period. All totaled, uncompensated care for 2019 approximates $161.9 million. Schedule H, Part III, Section A, Line 2 Bad Debt and Implicit Price Concessions are calculated according to Generally Accepted Accounting Principles (GAAP). Schedule H, Part III, Section A, Line 4 In the Nemours Children's Hospital and Alfred I duPont Hospital for Children audited financial statements, see footnote 2 located on pages 15 and 40 respectively, for a description of implicit price concession and bad debt expense. The source of the Medicare allowable costs comes from the 2019 Medicare Cost Reports. Schedule H, Part III, Section B, Line 8 The entire shortfall related to Medicare reported on line 7 should be considered a community benefit. Nemours is bearing the burden of providing care in excess of our costs to those Medicare patients. The source of the Medicare allowable costs comes from the 2019 Medicare Cost Reports. Schedule H, Part III, Section C, Line 9b The Nemours financial assistance policy applies to all of the facilities that it operates. Debt collection is not pursued against patients who qualify for the financial assistance program. Schedule H, Part VI, Line 2 Nemours assesses the healthcare needs of these communities using various methods. For example, Nemours community relations team is active at all sites to identify specific community needs for children. At Nemours, we seek to understand the health needs of the families who live in the communities we serve. Nemours has clinical operations in communities in Delaware, southeastern Pennsylvania and southern New Jersey (referred to as the Delaware Valley), Maryland and Florida. Nemours is committed to improving the health of children, even those who never enter our doors. To do this effectively, Nemours conducts community health needs assessments (CHNAs) then explores potential strategies to influence them. The CHNA can be found at www.nemours.org/community. The "areas of opportunity" listed below represent the significant health needs of children and adolescents in the communities our hospitals serve. Areas of opportunity in the Delaware Valley: access to health services and behavior outcomes, substance use and abuse, access to mental health care, mental health and trauma, social determinants of health, housing and transportation, nutrition, physical activity and weight, youth activities and community safety. Areas of opportunity in Central Florida: access to health services, health education injury and safety, mental health, nutrition, physical activity and weight, allergies, oral health, neurological conditions, cognitive and behavioral conditions, vision, hearing and speech. Nemours seeks to educate families about children's health and parenting through its Center for Children's Health Media (KidsHealth.org). KidsHealth helps families by enabling parents, kids and teens to better understand and take mastery of their own health. Nemours creates integrated suites of physician reviewed, family-friendly, engaging media that provide families with knowledge, perspective, advice and comfort. Schedule H, Part VI, Line 3 All of Nemours hospital and clinic locations share the same practice of educating patients and their families in the eligibility process. Information regarding financial assistance can be found on our website at https://www.nemours.org/patientfamily/financialassistance.html. Nemours employs Financial Advocates, as well as engages independent firms (collectively referred to as Financial Advocates) to assist in determining Medicaid eligibility. The Financial Advocates, some of whom are multi-lingual, work with families, educate and assist them with form completion regarding any program for which they might be eligible, including programs in the state of residence. Patients that arrive for an appointment at one of our practices, or admitted to or present to the emergency room at AIDHC or NCH as "self-pay" are screened for Medicaid eligibility. The Financial Advocates follow up directly with the respective State regarding their decision/determination. Certain Financial Advocates may go to the family's home, if necessary. In some instances, certain Financial Advocates will ask for and receive limited power of attorney, in an effort to assist the family with the Medicaid eligibility process. To benefit from Nemours Financial Assistance Program, a family must participate in the Medicaid eligibility process described above. Through that process, Nemours assesses eligibility for our charity care program, which is based on Federal Poverty Guidelines as indicated in Schedule H, Part I, lines 3a and b. Eligibility for the Nemours Financial Assistance Program is completed by the Financial Advocates. Personnel at AIDHC have also established the Family Advisory Council (FAC), a group of parents whose children have had services at AIDHC. The purpose of the FAC is to obtain feedback from families about additional ways Nemours can assist with financial eligibility issues. In an effort to perform proactive outreach in the Delaware Valley, Nemours' Financial Advocates go to our various locations, as well as local Community Health Center facilities. Both types of places represent a source from which families come to Nemours. Such visits focus on educating families about the various funding sources for which they might be eligible. Nemours is Community Partners with Delaware and Pennsylvania State Medicaids. Schedule H, Part VI, Line 4 Nemours' clinical operations include two children's hospitals and multiple outpatient clinics. In Wilmington, Delaware, Nemours operates a children's hospital, specialty and primary care children's clinics and a health clinic for the elderly. Nemours' service area includes 27 counties throughout Delaware, southeastern Pennsylvania, and southern New Jersey. In 2011, an estimated 204,208 children and youth under the age of 18 lived in Delaware, (US Census Bureau, 2011) comprising approximately 22.7 % of the area's total population. Currently, Delaware's children and youth population is comprised primarily of 61% White and 25.7% African American compared to 68.2% White and 14.3% African American, nationally. (US Census Bureau, 2011) Household income level can have a significant impact on the health status of children living in the household. Overall, a smaller percentage of children and youth in Delaware (17.5%) live below 100% of the Federal Poverty Level (FPL) when compared to the national rate of children in poverty (22.5%) (US Census Bureau, 2011). Approximately, 63.9% of the area's children and youth live in households with incomes at or above 200 percent of the poverty level (US Census Bureau, 2011). The vast majority of children and youth in the Delaware (96.4%) have health insurance coverage (National Survey of Children's Health, 2011), either through a private source or a public health insurance program such as Medicaid. Nemours' clinical operations in Florida include a children's hospital in Orlando, and a statewide physician practice with campuses in Jacksonville, Pensacola and Orlando. The majority of children and youth in Florida are white (67.6%) while African American children make up 21% of the population (US Census Bureau, 2011). A slightly larger number of children and youth in Florida (24.9%) live below 100% of the FPL when compared to the national rate of children in poverty (22.5%). Based on the US Census bureau (2011), children in Florida are more likely to be uninsured or publicly insured (53.1%), and less likely to be privately insured (59.1%) than children and youth nationally (44.7% and 66.2%, respectively). The majority of children and youth in Florida are covered through private, largely employer-sponsored, health insurance. About 32.1% of children and youth in Florida are covered by public health insurance (us census bureau, 2011), a percentage which is slightly higher than the national average (29.5%). Finally, a greater proportion of children and youth are uninsured in Florida than nationally (21% vs. 15.2%) (US Census Bureau, 2011). For more information about the communities Nemours serves, please see our CHNA at ttps://www.nemours.org/about/why/healthequityinclusion.html. Schedule H, Part VI, Line 5 The Alfred I. duPont Hospital for Children and the Nemours Children's Hospital have open model medical staffs. Criteria for membership and clinical privileges are outlined in the Medical Staff Bylaws. Certain areas of practice are only open to practitioners employed by or under contract with Nemours and are eligible for privileges in their respective areas. Schedule H, Part VI, Line 6 Nemours is not a part of an affiliated health care system. However, Nemours works in tandem with numerous community resources in the communities it serves. Schedule H, Part VI, Line 7 Nemours is not required to file its Community Benefit report with the state of Delaware or Florida. However, Nemours is happy to provide access to its community report on the internet at https://www.nemours.org/about/financial-benefit-to-the-community.html. 1 RONALD MCDONALD HOUSE 1030 N ORANGE AVENUE SUITE 105 ORLANDO FL 32801 593211250 501(c)(3) 363609 0 FMV Donation AM HEART ASSOCIATION GREAT RIVERS AFFILIATE PO BOX 4002907 DES MOINES IA 50340 135613797 501(c)(3) 62000 0 FMV Donation RIPPEL FOUNDATION 14 MAPLE AVE SUITE 200 MORRISTOWN NJ 07960 221559427 501(c)(3) 60525 0 FMV Donation ORLANDO ECONOMIC PARTNERSHIP 301 E PINE ST SUITE 900 ORLANDO FL 32801 591767933 501(c)(3) 50000 0 FMV Donation KIMMEL CENTER INC 1500 WALNUT ST 17TH FLOOR PHILADELPHIA PA 19102 232865855 501(c)(3) 50000 0 FMV Donation YMCA OF GREATER BRANDYWINE 1 E CHESTNUT STREET WEST CHESTER PA 19380 231365994 501(c)(3) 45000 0 FMV Donation PED CONGENITAL HEART ASSOC C/O GROBE AND ASSOC 37 KESSET COURT STE 205 MADISON WI 53711 463576700 501(c)(3) 40000 0 FMV Donation DE CTR FOR HEALTH INNOVATION 1 INNOVATION WAY SUITE 304 NEWARK DE 19711 473638935 501(c)(3) 26000 0 FMV Donation YMCA OF DELAWARE 3 MT LEBANON ROAD WILMINGTON DE 19803 510065748 501(c)(3) 25000 0 FMV Donation LEADERSHIP FLORIDA 215 S MONROE STREET SUITE 710 TALLAHASSEE FL 32301 593201445 501(c)(3) 25000 0 FMV Donation CAMP BOGGY CREEK 30500 BRANTLEY BRANCH ROAD EUSTIS FL 32736 593012889 501(c)(3) 25000 0 FMV Donation SPECIAL OPLYMPICS FLORIDA INC 1915 DON WICKHAM DR CLERMONT FL 34711 237181560 501(c)(3) 24000 0 FMV Donation TOM COUGHLIN JAY FOUNDATION PO BOX 50798 JACKSONVILLE BEACH FL 322400798 593426937 501(c)(3) 20000 0 FMV Donation AHAVAS TZEDAKAH 816 FOREST AVE LAKEWOOD NJ 08701 223719783 501(c)(3) 18000 0 FMV Donation NATIONAL KIDNEY FOUNDATION 1040 WOODCOCK RD SUITE 119 ORLANDO FL 32803 366009226 501(c)(3) 17000 0 FMV Donation DELAWARE ACADEMY OF MEDICINE SUITE L10 4765 OGLETOWN STANTON ROAD NEWARK DE 19713 510075162 501(c)(3) 16000 0 FMV Donation MARCH OF DIMES PO BOX 18819 ATLANTA GA 31126 131846366 501(c)(3) 16000 0 FMV Donation LAKE NONA INSTITUTE INC 6900 TAVISTOCK LAKES BLVD STE 200 ORLANDO FL 32827 273346737 501(c)(3) 15000 0 FMV Donation JDRF INTERNATIONAL 1415 ROUT 70 EAST SUITE 311 CHERRY HILL NJ 08034 231907729 501(c)(3) 15000 0 FMV Donation PETE DU PONT FREEDOM FOUNDATION PO BOX 221 MONTCHANIN DE 19710 821237132 501(c)(3) 15000 0 FMV Donation LEUKEMIA RESEARCH FOUNDATION 91 LUKENS DRIVE SUITE F NEW CASTLE DE 19720 261215347 501(c)(3) 11000 0 FMV Donation CROHNS AND COLITIS FOUNDATION 150 MONUMENT ROAD SUITE 402 BALA CYNWYD PA 19004 136193105 501(c)(3) 10700 0 FMV Donation GRANTMAKERS IN HEALTH 1100 CONNECTICUT AVE NW SUITE 1200 WASHINGTON DC 20036 133206571 501(c)(3) 10000 0 FMV Donation TRACK SHACK EVENT MARKETING AND MANAGEMENT 1013 MONTANA STREET ORLANDO FL 32803 263361402 501(c)(3) 10000 0 FMV Donation CHILD CANCER FUND 4720 SALISBURY RD JACKSONVILLE FL 32256 593359840 501(c)(3) 10000 0 FMV Donation PLEASE TOUCH MUSEUM 4231 AVENUE OF THE REPUBLIC PHILADELPHIA PA 19131 232109376 501(c)(3) 10000 0 FMV Donation SIXERS YOUTH FOUNDATION 3 BANNER WAY CAMDEN NJ 08103 461683699 501(c)(3) 10000 0 FMV Donation INSPIRA HEALTH NETWORK 2950 COLLEGE DRIVE SUITE 1F VINELAND NJ 08360 210634484 501(c)(3) 10000 0 FMV Donation POSNA 9400 W HIGGINS ROAD SUITE 500 ROSEMONT IL 60018 541323281 501(c)(3) 10000 0 FMV Donation TRANSPLANT FOUNDATION 401 N 3RD STREET PHILADELPHIA PA 191234101 311481798 501(c)(3) 10000 0 FMV Donation GIVE KIDS THE WORLD INC 210 SOUTH BASS ROAD KISSIMMEE FL 34746 592654440 501(c)(3) 9235 0 FMV Donation ORANGE COUNTY PUBLIC SCHOOLS 445 W AMELIA ST ORLANDO FL 32801 592788435 501(c)(3) 9100 0 FMV Donation ASIAN AND PACIFIC ISLANDER AM HEALTH FORUM ONE KAISER PLAZA SUITE 850 OAKLAND CA 94108 943030866 501(c)(3) 8000 0 FMV Donation DELAWARE COMMUNITY FOUNDATION KIDS WITH CONFIDENCE 2961 CENTERVILLE RD STE 300 WILMINGTON DE 19808 222804785 501(c)(3) 7500 0 FMV Donation SHEPHERDS HOPE INC 4851 S APOPKA VINELAND RD ORLANDO FL 32819 593420727 501(c)(3) 7500 0 FMV Donation AM LUNG ASSOC OF FL 6852 BELFORT OAKS PLACE JACKSONVILLE FL 32216 590662271 501(c)(3) 6500 0 FMV Donation COMMUNITY HOSPICE FOUNDATION 4266 SUNBEAM ROAD JACKSONVILLE FL 32257 593583920 501(c)(3) 6000 0 FMV Donation JUVENILE DIABETES RESEARCH FUND 1415 ROUT 70 EAST SUITE 311 CHERRY HILL NJ 08034 231907729 501(c)(3) 5600 0 FMV Donation AMERICAN LIVER FOUNDATION MID ATLANTIC DIVISION 1528 WALNUT STREET STE 2020 PHILADELPHIA PA 19102 362883000 501(c)(3) 5500 0 FMV Donation TOWNSHIP OF DEPTFORD MUNICIPAL BUILDING 1011 COOPER STREET DEPTFORD NJ 08096 210733144 GOVT 5500 0 FMV Donation 40 0 Aggregate Research Patient Participation Payment 184 201157 0 FMV Schedule I, Part I, Line 2 The grants made by Nemours were made to public charities for use in their respective exempt missions. Accordingly, Nemours expects the organization to use the funds for proper purposes, and as such, does not subsequently monitor these grants. X 1 1 X X X X 1 1 0 0 0 0 0 1 0 Hugh M Durden Member 0 0 0 0 0 161054 0 0 0 0 0 161054 0 0 Stephen Lawless Sr VP Chief Clinical Officer 469127 0 108544 0 103246 0 8459 0 46983 0 736359 0 99914 0 Gina Altieri Enterprise Chief Communications Officer 444427 0 95233 0 64070 0 29173 0 33782 0 666685 0 62089 0 Michael J Erhard MD Ent VP and Physician in Chief Florida Operations 620138 0 144041 0 66948 0 80406 0 53221 0 964754 0 64626 0 Robert D Bridges EVP Chief Exec FL Operations 689659 0 191369 0 182904 0 50800 0 47515 0 1162247 0 179340 0 Bernard E Rice Ent VP CIO 351281 0 65196 0 838 0 42339 0 47255 0 506909 0 0 0 Rodney A McKendree Chief Financial and Business Services Officer 614711 0 231872 0 1242 0 90623 0 49245 0 987693 0 0 0 Jay S Greenspan Chief Executive of Delaware Valley Operations 534574 0 116966 0 3324 0 0 0 52774 0 707638 0 0 0 William W Higginbotham II Ent VP Finance & Cost Contnmnt 301754 0 54377 0 705 0 31201 0 49979 0 438016 0 0 0 Chiedu P Adebi Chief Human Resources Officer 297506 0 25068 0 26977 0 8561 0 47078 0 405190 0 0 0 Deborah Chang Sr VP CH Policy & Prevention 331332 0 76599 0 25560 0 13343 0 28936 0 475770 0 23603 0 Laura A Kowal Oper VP Chief Legal Officer Enterprise 240664 0 35028 0 25997 0 0 0 34798 0 336487 0 0 0 Martha G McGill ENT VP Chief Network Ops FL 477228 0 87910 0 37533 0 48533 0 33613 0 684817 0 35311 0 Mary Lee ENT VP and Physician in Chief DE Valley 685521 0 94847 0 15564 0 103656 0 35632 0 935220 0 0 0 Sarah Sanders Sr VP Marketing and Communications 272913 0 29684 0 413 0 27902 0 37430 0 368342 0 0 0 R Lawrence Moss President/CEO 1188998 0 225000 0 27284 0 240009 0 44080 0 1725371 0 0 0 William Britton Oper VP Finance Delaware 290994 0 40135 0 1256 0 0 0 49834 0 382219 0 0 0 Beverly M Wingate FL Site Practice Administrator 138359 0 12051 0 107 0 0 0 24524 0 175041 0 0 0 Pauline M Corso Oper VP COO Phy Network DE 333111 0 45959 0 782 0 0 0 47445 0 427297 0 0 0 Ray J Hejmanowski Florida Practice Administrator 278554 0 38731 0 638 0 0 0 49640 0 367563 0 0 0 Lori Polidore Sr Director of Nursing 178229 0 10491 0 3862 0 0 0 30933 0 223515 0 0 0 Randall W Hartley Oper VP COO NCH 344817 0 48036 0 48327 0 4753 0 15405 0 461338 0 45878 0 Jane M Mericle Oper VP Chief Nursing & Patient Ops Off DE Valley 341284 0 44406 0 19639 0 6696 0 22259 0 434284 0 0 0 James D Tyner Administrative Dir-Surgery 156088 0 7510 0 674 0 0 0 16109 0 180381 0 0 0 Roopnarine Hazarie Practice Administrator 227655 0 16930 0 494 0 0 0 30021 0 275100 0 0 0 Helen M Case Oper VP CNO NCH 318264 0 44693 0 2713 0 0 0 19384 0 385054 0 0 0 Roy Proujansky EVP Chief Exec DE Operations (former) 469967 0 216874 0 218966 0 24129 0 45082 0 975018 0 174517 0 Theresa M Young Sr VP Chief Experience Officer (former) 179007 0 277114 0 596752 0 0 0 33613 0 1086486 0 34022 0 Deborah Platz Oper VP General Counsel & Corporate Secretary (former) 348195 0 87108 0 36661 0 47504 0 22558 0 542026 0 0 0 Dana N Bledsoe Ent VP President NCH 491519 0 90212 0 84954 0 63028 0 36116 0 765829 0 72523 0 David J Bailey MD Physician and President/CEO (former) 256753 0 334506 0 2615577 0 6994 0 36576 0 3250406 0 382271 0 William G Mackenzie Chair Dept of Orthopaedics 841671 0 123725 0 6858 0 0 0 48700 0 1020954 0 0 0 Suken A Shah Orthopaedic Surgeon 940467 0 47832 0 1242 0 0 0 49986 0 1039527 0 0 0 Christian Pizarro Director of Nemours Cardiac Ct 1882105 0 184144 0 2322 0 0 0 53221 0 2121792 0 0 0 Peter D Wearden MD Cardiothoracic Surgeon 1385774 0 187472 0 1242 0 0 0 27800 0 1602288 0 0 0 Andre Hebra MD CMO NCH 769471 0 108796 0 101673 0 50700 0 34346 0 1064986 0 97984 0 Schedule J, Part I, Line 1a Nemours has established a policy for the reimbursement of travel and related expenses incurred by its employees. All transportation and travel arrangements shall be the most economical under the circumstances. Excursion or coach fares shall be ordered whenever available. Approval of a vice president shall be required for any other class of travel. Each department has the right to limit travel expenditures based on budgetary restrictions and may limit coverage to certain categories of travel expense. First class travel may occur in situations for Nemours employees wherein other fares are not available or travel is for a long period of time or overseas. Board members also have the option of traveling first class. Effective, January 1, 2009, Nemours instituted a written policy regarding such travel. Schedule J, Part I, Line 4 The Nemours Foundation maintained a Supplemental Executive Retirement Plan ("SERP") for a select group of management or highly compensated employees as determined by the Board of Directors. The SERP was adopted in order to provide certain key employees with non-qualified deferred compensation benefits subject to IRC section 457(f) in recognition of the services they provide. The Nemours Foundation makes discretionary contributions to the plan and may amend or terminate the plan at any time. Participants receiving distributions in 2019 include: Roy Proujansky (174,517), Stephen Lawless (99,914), Gina Altieri (62,089), David J Bailey MD (382,271), Robert D Bridges (179,340), Theresa M Young (34,022), Deborah Chang (23,603), Martha G. McGill (35,311), Randall W. Hartley (45,878), Michael Erhard MD (64,626), Dana Bledsoe (72,523) and Andre Hebra (97,984). The following associates received severance payments in 2019 include: Theresa M Young (538,538) and David J Bailey MD (2,072,634). Schedule J, Part I, Line 7 Certain employees of Nemours are eligible for incentive compensation. This compensation is based on qualitative and quantitative organizational goals and the achievement of such goals by the organization, its division and individuals. A Orange County Health Facililties Authority 521035390 6845036W0 2009-10-15 326242302 See Part V 1 0 0 B Orange County Health Facilities Authority 521035390 999999999 2018-10-05 152105000 See Part V 0 0 0 A 58442302 151080000 326242302 0 0 24350000 1837758 0 0 300054544 0 0 2012 1 0 1 1 B 0 0 152105000 0 0 0 323478 0 0 151781522 0 0 2018 1 0 1 1 A 0 1 1 1 1 1 0.00799 0 0.00799 1 0 1 B 0 1 1 1 1 1 0.00219 0 0.00219 1 0 1 A 0 0 0 1 1 0 0 0 0 B 0 0 0 1 0 0 0 0 0 A 1 B 1 Schedule K, Part I, Column a-10/15/2009 326,242,302 Orange County Health Facililties Authority A portion of the proceeds of these bonds were used to refund on a current basis all of the outstanding Jacksonville Health Facility Authority Revenue Bonds (The Nemours Foundation Project), Series 2007, originally issued on October 3, 2007. The proceeds were used to finance the cost of the acquisition, construction, installation and equipping of a new administrative facility located in Jacksonville, Florida, and owned and operated by Nemours, and related fixtures, furnishings and equipment. The remaining portion of the proceeds of these bonds were used for the purpose of providing funds which, together with other available funds, were used to finance a portion of the cost of the acquisition, construction, installation and equipping of a pediatric healthcare facility owned and operated by Nemours, including a 95-bed freestanding children's hospital known as Nemours Children's Hospital and Outpatient Clinic, and related facilities, equipment, fixtures and furnishings, located in Orlando, Florida. On October 5, 2018 a portion of the bonds (Series 2009A) were defeased in the amount of $151,080,000 and were replaced by the Orange County Health Facility Authority bond issue dated October 5, 2018 (Series 2018). Schedule K, Part I, Column b-10/05/2018 152,105,000 Orange County Health Facilities Authority On October 5, 2018, Nemours entered into a legal defeasance of the Florida Authority Series 2009A bonds in the amount of $151,080,000. At the same time, the Florida Authority issued $152,105,000 in tax-exempt, fixed rate revenue bonds (Series 2018 bonds). Schedule K, Part III, Line 4-10/15/2009 326,242,302 Orange County Health Facililties Authority For the year ended December 31, 2019, private use disclosed in Schedule K, Part III Line 4 Column A is 0.799%. Included in the private use calculation is space leased for Home Office Cafeteria, a casting and a pharmacy vendor located in Nemours Children's Hospital. Schedule K, Part III, Line 4-10/05/2018 152,105,000 Orange County Health Facilities Authority For the year ended December 31, 2019, private use disclosed in Schedule K, Part III Line 4 Column B is 0.219%. Included in the private use calculation is space leased for Home Office Cafeteria, a casting and a pharmacy vendor located in Nemours Children's Hospital. Schedule K, Part IV, Line 2c-10/15/2009 326,242,302 Orange County Health Facililties Authority Calculation performed 12/6/2012. Schedule K, Part IV, Line 2c-10/05/2018 152,105,000 Orange County Health Facilities Authority Calculation performed 11/18/2019. Jennifer A Rice Family of B. Rice 185478 Employment Compensation 0 Stuart Mackenzie MD Family of W. Mackenzie 169554 Employment Compensation 0 Walter Kowal Family of L. Kowal 116050 Employment Compensation 0 Kelsey Terhune Family of Robert Bridges 85847 Employment Compensation 0 Daniel Greenspan Family of Jay Greenspan 56870 Employment Compensation 0 Frank Giambrone Family of John S. Lord 39946 Employment Compensation 0 John Coco Family of P. Corso 36280 Employment Compensation 0 Kyle A Hartley Family of R. Hartley 29272 Employment Compensation 0 Stephanie Quintavalla Family of M. Girouard 27243 Employment Compensation 0 Michelle Koehler Family of James Tyner 13563 Employment Compensation 0 Jackson Sanders Family of Sarah Sanders 4224 Employment Compensation 0 Substantial Contributor Service Provider 20445238 Independent Contractor 0 Substantial Contributor Service Provider 12164619 Independent Contractor 0 Substantial Contributor Service Provider 9212579 Independent Contractor 0 Substantial Contributor Service Provider 7299410 Independent Contractor 0 Substantial Contributor Service Provider 6020448 Independent Contractor 0 Substantial Contributor Service Provider 4012471 Independent Contractor 0 Substantial Contributor Service Provider 2601509 Independent Contractor 0 Substantial Contributor Service Provider 2436553 Independent Contractor 0 Substantial Contributor Service Provider 1753336 Independent Contractor 0 Substantial Contributor Service Provider 1200000 Independent Contractor 0 Substantial Contributor Service Provider 780813 Independent Contractor 0 Substantial Contributor Service Provider 692988 Independent Contractor 0 Substantial Contributor Service Provider 620051 Independent Contractor 0 Substantial Contributor Service Provider 524847 Independent Contractor 0 Substantial Contributor Service Provider 476801 Independent Contractor 0 Substantial Contributor Service Provider 401304 Independent Contractor 0 Substantial Contributor Service Provider 399249 Independent Contractor 0 Substantial Contributor Service Provider 324497 Independent Contractor 0 Substantial Contributor Service Provider 270654 Independent Contractor 0 Substantial Contributor Service Provider 245780 Independent Contractor 0 Substantial Contributor Service Provider 193939 Independent Contractor 0 Substantial Contributor Service Provider 191342 Independent Contractor 0 Substantial Contributor Service Provider 177156 Independent Contractor 0 Substantial Contributor Service Provider 143150 Independent Contractor 0 X 4760 cost or sales price X 288506 cost or sales price X 19 140100 FMV X 2 592 cost or sales price X 1 179484 cost or sales price X Entertainment 29 36571 cost or sales price 0 0 1 0 Schedule M, Part I Nemours reports the number of contributions received and not by the number of items. Form 990, Part VI, Section A, Line 2 Mr. Durden, Mr. Porter III, Mr. Lord, Mr. Thornton, Mr. Rogers and Mr. Kuntz have a shared business relationship. These individuals serve as trustees of the Alfred I. DuPont Charitable Trust, of which Nemours is the only charitable beneficiary and who are some of the members of Nemours. At the beginning of 2018, the Alfred I duPont Charitable Trust was granted charitable status as an IRC section 501(c)(3). Form 990, Part VI, Section A, Line 6 The Nemours Foundation (Nemours) organizational documents include members who constitute a portion of the governing body. Specifically, the members are those individuals who also serve as trustees of the Alfred I. duPont Charitable Trust (the Trust). The Trust's primary purpose is to provide funding for Nemours' charitable activities in the communities it serves. As trustees of the Trust, these individuals are appointed as members of Nemours. The members have certain general oversight rights and some limited retained powers. The Board of Directors is made up of directors who are selected by the members of Nemours. The Board of Directors has full governance over the activities of Nemours. Form 990, Part VI, Section A, Line 7a See answer on Form 990, Part IV, Section A, Line 6. Form 990, Part VI, Section A, Line 7b See answer on Form 990, Part IV, Section A, Line 6. Form 990, Part VI, Section B, Line 11b Management distributed a draft of the 2019 Form 990 to the Audit and Finance committee prior to the scheduled board of directors meeting in October of 2020. During the course of the board of directors meeting, management presented an overview of Form 990 to the Audit and Finance committee and gave the committee members an opportunity to provide comments and ask questions with respect to the draft. Based on feedback provided from the committee members, management updated the draft Form 990. Upon finalization of the return, management provided a final copy of the return via e-mail to the board of directors. Form 990, Part VI, Section B, Line 12c The Nemours Foundation (Nemours) has established a conflict of interest policy which has been reviewed and approved by the board of directors. Nemours is committed to the belief that sound business practices start with an absolute commitment from each employee to act ethically in carrying out Nemours business, and to comply with the laws and regulations that impact its business, thus Nemours' employees must avoid participating in activities that create or appear to create a conflict of interest. Nemours has specifically identified the following areas in its policy to be potential conflicts of interest: financial interest, outside employment, paid faculty arrangements, consultant or research contracts, acceptance of gifts, gratuities, business courtesies, travel, lodging and entertainment, misuse of resources or assets, personal gain using undue influence, direct dealings with vendors, use of confidential information, and an individual's support of political causes. Nemours' policy requires certain individuals to disclose participation in activities or circumstances that may present a conflict of interest on an annual basis or if at any time such individual becomes aware of circumstances that may present a conflict of interest. These disclosures are reviewed by the Audit and Finance Committee as necessary. Form 990, Part VI, Section B, Line 15 The Nemours Foundation's (Nemours) Board of Directors designated the People, Engagement and Compensation Committee (PECC) to serve as the board committee responsible for establishing compensation practices to assure that executive compensation is reasonable and does not violate the private inurement prohibition. The practices and processes are designed to provide market-competitive compensation, to enable the board to exercise good governance oversight, and to use a review and approval process that will qualify for the rebuttable presumption of reasonableness under the federal tax law rules. The PECC annually reviews, in consultation with an independent executive compensation consulting firm specializing in healthcare and the not-for-profit industry, independently sourced benchmark market data to establish the compensation of our officers, senior leadership and key employees and to align our compensation with the compensation practices of organizations similar to Nemours. The Board of Directors determined and approves the compensation for the CEO using the same IRS-approved rebuttable presumption process as the PECC. To indicate our alignment with the compensation practices of organizations similar to Nemours, our compensation philosophy across the board targets the market median for base salaries for all Nemours' Associates, including officers, senior leadership and key employees. Total cash compensation is also generally targeted to be at the median of Nemours' peers. Form 990, Part VI, Section C, Line 19 Generally, The Nemours Foundation (Nemours) does not make its governing documents or its conflict of interest policy available to the public. However, Nemours' articles of incorporation are publicly available through Florida's secretary of state website www.sunbiz.org . Additionally, Nemours' audited financial statements can be accessed through Digital Assurance Certification LLC, website www.dacbond.com. Form 990, Part XI, Line 9 Pension liability adjustment $64,943,842. Delaware Children's Health Network LLC 1600 Rockland Road Wilmington DE 19803 833874741 Health Care DE 0 0 The Nemours Foundation Cruden Bay Risk Retention Group Inc 135 Allen Brook Lane Suite 101 Williston VT 05495 270057453 Risk Retention VT 501(c)(3) 509(a)(3) - Type 1 The Nemours Foundation 1 Pediatric Medical Services of Florida Inc 10140 Centurion Parkway Jacksonville FL 32256 453584225 Health Care FL 501(c)(3) 509(a)(2) The Nemours Foundation 1 Nemours New Jersey Physician Practice 1801 Rockland Road Wilmington DE 19803 463160718 Health Care NJ 501(c)(3) 509(a)(2) The Nemours Foundation 1 Alfred I duPont Charitable Trust 510 Alfred dupont Place Jacksonville FL 32202 590226560 Charitable Trust FL 501(c)(3) 509(a)(3) N/A 0 Dornoch Sutherland Assurance LTD PO Box 1085 CJ 980404800 Captive Insurance CJ The Nemours Foundation C 9614372 61145540 1 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 Dornoch Sutherland Assurance LTD m 1000000 FMV Dornoch Sutherland Assurance LTD l 14500000 FMV Cruden Bay Risk Retention Group Inc l 2000000 FMV Cruden Bay Risk Retention Group Inc m 710000 FMV Cruden Bay Risk Retention Group Inc q 1047432 FMV Pediatric Medical Services of Florida Inc r 5612393 FMV Nemours New Jersey Physician Practice r 5916066 FMV Alfred I duPont Charitable Trust c 169902489 FMV Alfred I duPont Charitable Trust q 150365 FMV The return is being filed on a timely basis. The Organization filed extensions on a timely basis with the IRS. Accordingly, the return was properly extended and is now being filed timely by its extended due date of November 16, 2020.