2015-07-15T13:43:56-05:00 2014-08-31 KPMG LLP 300 North Greene Street Suite 400 Greensboro NC 27401 990 2013-09-01 900790361 EMORY GROUP RETURN % JAMES T HATCHER EMOR 4046862819 1440 CLIFTON RD NE WHSCAB Suite 309 ATLANTA GA 30322 JAMES T HATCHER CFO,EMORY HEALTHCARE 4046862819 2015-07-13 true ALLISON H FRANKLIN P00448640 4046862819 2015-07-10 2013 2016-02-25 16:41:14Z MICHAEL J MANDL 1440 CLIFTON RD NE WHSCAB 420 ATLANTA GA 30322 1491071267 true true 5877 X N/A X GA COORDINATED INTEGRATED HEALTH SYSTEM SEE SCHEDULE O. 109 41 16859 1500 0 599453 942746 1295134979 1410033137 1938383 2637399 44740136 77457985 1342412951 1491071267 0 0 0 0 910190077 995135623 0 0 0 499214559 528862387 1409404636 1523998010 -66991685 -32926743 531649306 507935787 435182058 436677942 96467248 71257845 X SEE SCHEDULE O. false false 651750485 700014180 THE EMORY CLINIC, INC. SEE SCHEDULE O. 466628187 499960652 EMORY/SAINT JOSEPH'S, INC. SEE SCHEDULE O. 76129135 85305228 EMORY MEDICAL CARE FOUNDATION, INC. SEE SCHEDULE O. 130529721 72105990 EMORY HEALTHCARE, INC. 51301529 47327826 WESLEY WOODS CENTER OF EMORY UNIVERSITY, INC. 1402386 18838250 EMORY INNOVATIONS, INC. 64030134 63938996 EMORY-CHILDREN'S CENTER, INC. 247263770 202211062 1441771577 true true false false false false false false false true true false false true true true false true false false false false false false false false true true false false true true true false false false false false false false true true false false false false true true true true false false true X 1374 0 true 16859 true false true CJ false false false false false false false false false X 109 41 true false false false true true true true true false false true true true true true true true true true true GA X JAMES T HATCHER 4046867519 550 PEACHTREE STREET NE ATLANTA GA 30308 X J DAVID ALLEN BOARD MEMBER (EHC,TEC) 2.0 3.0 X 0 0 0 ELLEN A BAILEY BOARD MEMBER (EHC,TEC,WWC) 3.0 0.0 X 0 0 0 DANIEL L BARROW MD BOARD MEMBER(EMCF),FORMER(TEC) 50.0 11.0 X 1051124 231805 38152 DAVID E BOYD BOARD MEMBER (WWC) 1.0 0.0 X 0 0 0 FRANK W BROWN MD BOARD MEMBER (WWC) 54.0 7.0 X 228783 25652 16725 DONALD I BRUNN BD MEM(TEC,ECC)FORM OFF(EHC) 62.0 0.0 X X 646624 0 107398 DAVID T BURKE MD BOARD MEMBER (EMCF) 36.0 25.0 X 267362 189089 39677 WRIGHT CAUGHMAN MD BD(EHC,TEC,EI,ECC)FORMER(EMCF) 35.0 35.0 X X 933788 819443 260314 WALTER J CURRAN MD BOARD MEMBER(EMCF) FORMER(TEC) 25.0 36.0 X 427132 672781 42626 J WILLIAM ELEY MD BOARD MEMBER/SEC TREAS (EMCF) 4.0 57.0 X X 16530 322125 34510 JOHN T FOX BD MEM(EHC,TEC,ESJ,T3)FORM(ECC 44.0 25.0 X X 1314486 404588 558708 RUSSELL R FRENCH BOARD MEMBER (EHC,ESJ,T3) 3.0 3.0 X 0 0 0 CHARLES B GINDEN BD MEMBER (EHC,TEC,ESJ,T3) 4.0 0.0 X 0 0 0 JOSEPH R GLADDEN BOARD MEMBER (EHC) 1.0 0.0 X 0 0 0 JOHN T GLOVER BOARD MEMBER (EHC) 1.0 1.0 X 0 0 0 ROBERT C GODDARD III BOARD MEMBER (EHC,ESJ,T3) 3.0 2.0 X 0 0 0 KATHERINE HEILPERN MD BD MEM(EMCF,EHC)FORMER BD(TEC) 37.0 25.0 X 340939 356809 35016 LAUREEN HILL MD BOARD MEMBER (EMCF) 46.0 15.0 X 528978 180485 28395 IRA HOROWITZ MD BD MEM(EMCF,EHC)FORMER BD(TEC) 50.0 12.0 X 498793 161103 41673 FADLO RAJA KHURI MD BOARD MEMBER (EMCF,TEC) 26.0 36.0 X 283650 383279 128553 CHRISTIAN P LARSEN MD BD MEM(EHC,EMCF,TEC)FORM(ECC) 21.0 42.0 X 381063 776760 48629 ALLAN I LEVEY MD BOARD MEMBER(EMCF) 19.0 42.0 X 176087 374983 41975 MICHAEL J MANDL BOARD MEMBER(EHC,EI,ESJ,T3) 4.0 65.0 X 0 963015 115694 DOUGLAS E MATTOX MD BOARD MEMBER (EMCF) 49.0 12.0 X 479025 147728 40747 CAROLYN MELTZER MD BD MEM(EMCF)FOR BD/OFF(EHC) 21.0 40.0 X 256655 435996 38533 BROOKE MOORE BOARD MEMBER (TEC) 61.0 0.0 X X 266590 0 28327 DOUG C MORRIS MD BD MEMBER (EHC,TEC,ESJ,T3) 57.0 7.0 X X 863360 73385 32452 TIMOTHY OLSEN MD BOARD MEMBER (EMCF, TEC) 26.0 36.0 X 302698 438642 48703 GEORGE D OVEREND BOARD MEMBER (EHC,TEC) 2.0 0.0 X 0 0 0 TRISTRAM G PARSLOW MD BD MEMBER(EMCF),FORMER BD(TEC) 39.0 22.0 X 419032 259870 31019 J NEAL PURCELL BOARD MEMBER (EHC,ESJ,T3) 3.0 4.0 X 0 0 0 WENDELL S REILLY BOARD MEMBER (WWC) 1.0 3.0 X 0 0 0 JOHN G RICE BOARD MEMBER (EHC) 1.0 1.0 X 0 0 0 JAMES ROBERSON MD BOARD MEMBER(EMCF) 49.0 12.0 X 885197 223192 35422 BARBARA J STOLL MD BD MEM(EMCF,ECC)/FORM OFF(EHC) 12.0 50.0 X 48573 237225 34856 ROBERT A SWERLICK MD BOARD MEMBER (EMCF) 31.0 30.0 X 173520 181147 41607 GLENN D WARREN BOARD MEMBER (WWC) 1.0 0.0 X 0 0 0 MICHAEL A WATSON BOARD MEMBER (WWC) 1.0 0.0 X 0 0 0 SAM A WILLIAMS BOARD MEMBER (EHC) 1.0 0.0 X 0 0 0 DONALD BROOKS BOARD MEMBER (ESJ,EHC,T3) 3.0 0.0 X 0 0 0 PHILIP COLETTI BOARD MEMBER (ESJ, T3,SJHA) 3.0 0.0 X 0 0 0 STEPHEN EATON BOARD MEMBER (EHC,ESJ,T3) 3.0 0.0 X 0 0 0 DAVID FITZGERALD BOARD MEMBER (SJHA) 1.0 0.0 X 0 0 0 SISTER JANE GERETY BOARD MEMBER (EHC,ESJ,T3) 3.0 0.0 X 0 0 0 RICHARD HANSEN MD BOARD MEMBER (ESJ,T3) 62.0 0.0 X 344807 0 14666 JEFF LESESNE MD BOARD MEMBER (EHC) 61.0 0.0 X 222500 0 33626 BOBBY MAYS BOARD MEMBER (WWC) 1.0 0.0 X 0 0 0 CRAIG MCCOY BD MEMBER & CEO (SJHA) 61.0 0.0 X X 383482 0 80403 GERARD MCGORISK MD BOARD MEMBER (TEC) 59.0 2.0 X 443645 18 35675 MARK RAPAPORT MD BOARD MEMBER (EMCF) 17.0 44.0 X 156786 454681 43397 SCOTT SCHMIDLY BD MEMBER & CEO (SJHA) 61.0 0.0 X X 471038 0 94192 BRUCE SIMMONS BOARD MEMBER (SJHA) 1.0 0.0 X 0 0 0 ROSALIA THOMAS BOARD MEMBER (SJHA) 1.0 0.0 X 0 0 0 SISTER MARGARET BEATTY BOARD MEMBER (SJHA) 1.0 0.0 X 0 0 0 DONNA BERGESON BOARD MEMBER (SJHA) 1.0 0.0 X 0 0 0 SISTER ANGELA EBBERWEIN BOARD MEMBER (SJHA) 1.0 0.0 X 0 0 0 CHARLES R FINLEY MD BOARD MEMBER (EHC) 1.0 0.0 X 0 0 0 ROBERT FITZGERALD BOARD MEMBER (SJHA) 1.0 0.0 X 0 0 0 CONSTANTINOS HADJIPANAYIS MD BOARD MEMBER (EHC) 61.0 0.0 X 509946 88608 36423 KAY KIRKPATRICK BOARD MEMBER (SJHA) 1.0 0.0 X 0 0 0 TOM MCGAHAN BOARD MEMBER (SJHA) 1.0 0.0 X 0 0 0 MARTIN G SANDA MD BOARD MEMBER (EMCF) 29.0 32.0 X 255822 301077 36044 CHARLES STALEY MD BOARD MEMBER (TEC) 61.0 0.0 X 384582 18486 36441 DAVID STEPHENS MD BOARD MEMBER (EMCF) 1.0 60.0 X 14930 556161 24929 CLAIRE STERK BOARD MEMBER (EI) 1.0 65.0 X 0 652376 25670 JOHN F SWEENEY MD BOARD MEMBER (EMCF) 26.0 35.0 X 314623 410716 39632 E THOMAS ANDREWS BOARD MEMBER (ESJ, T3) 2.0 0.0 X 0 0 0 BENJAMIN R CARTER BOARD MEMBER (ESJ, T3) 2.0 0.0 X 0 0 0 DAVID MARSHALL GUIDOT BOARD MEMBER (EHC) 61.0 0.0 X 3677 143054 12889 LEON HALEY JR BOARD MEMBER (EMCF) 61.0 0.0 X 8365 408896 43978 SAGAR LONIAL MD BOARD MEMBER (EHC) 41.0 20.0 X 234305 120623 21686 JAMES T HATCHER TREAS(ESJ),FORMER OFFICER(EHC) 30.0 30.0 X 739042 0 37545 LYNN JOHNSON SEC/TREASURER (WWC) 1.0 44.0 X 208022 0 27257 JANE JORDAN CASAVANT SECRETARY (EHC,ESJ,TEC) 30.0 30.0 X 21739 288817 44498 MELINDA SIMON SECRETARY (EI) 1.0 44.0 X 0 173032 17032 JOHN THOMAS TILLMAN EXEC DIR(EI),FORM OFFICER (T3) 60.0 0.0 X 37998 203922 38958 MICHAEL ANDRECHAK TREASURER (EI) 60.0 0.0 X 0 0 0 JOHN M RHEE MD PHYSICIAN 60.0 0.0 X 1693392 0 32334 JOHN XEROGEANES MD PHYSICIAN 60.0 0.0 X 1365569 0 33397 SHERVIN OSKOUEI MD PHYSICIAN 60.0 0.0 X 1617547 0 33281 MINA AYAD JACOB MD PHYSICIAN 60.0 0.0 X 1155161 0 11848 SPERO G KARAS MD PHYSICIAN 60.0 0.0 X 1126914 0 33755 CLAUDIA R ADKISON FORMER BOARD MEMBER (EMCF) 0.0 60.0 X 0 125000 0 R WAYNE ALEXANDER MD FORMER BOARD MEMBER(EMCF,TEC) 24.0 36.0 X 265905 395349 36879 TIMOTHY BUCHMAN MD FORMER BOARD MEMBER (EHC) 56.0 4.0 X 558210 58620 32538 GRANT W CARLSON MD FORMER BOARD MEMBER (TEC) 46.0 14.0 X 479362 106976 33064 WILLIAM J CASARELLA MD FORMER BOARD MEMBER (EMCF) 0.0 60.0 X 0 111606 19015 SUSAN GRANT FORMER BD(WWC) FORMER OFF(EHC) 31.0 30.0 X 249441 283053 87515 LUCKY JAIN MD FORMER BD MEMBER/OFFICER (EHC) 43.0 17.0 X 110020 174147 31610 MICHAEL M E JOHNS MD FORMER BD MEMBER(EHC,TEC,WWC) 0.0 60.0 X 0 285961 34637 THEODORE JOHNSON MD FORMER BOARD MEMBER (WWC) 13.0 47.0 X 56200 187554 48242 THOMAS J LAWLEY MD FORMER BD(EHC,EMCF,TEC,ECC) 20.0 40.0 X 0 770545 53877 ANGEL LEON MD FORMER BD MEM/OFF (EHC) 54.0 6.0 X 559320 44435 28511 STEVEN LEVY MD FORMER BOARD MEMBER (EMCF) 7.0 53.0 X 85222 180853 34128 LAWRENCE J LUTZ MD FORMER BOARD MEMBER (EMCF) 30.0 30.0 X 143196 145014 32047 CHAD RITENOUR MD FORMER BOARD MEMBER (EMCF) 47.0 13.0 X 184193 60220 24164 FRED SANFILIPPO MD FORM BD(EHC,EMCF,TEC,WWC,ECC) 0.0 50.0 X 0 319485 39752 JAMES ZAIDAN MD FORMER BOARD MEMBER (EMCF) 50.0 10.0 X 297503 89326 30724 KENNETH MELBY MD FORMER BOARD MEMBER (SJHA) 60.0 0.0 X 432967 0 26522 DOUGLAS MURPHY MD FORMER BOARD MEMBER (SJHA) 60.0 0.0 X 1018686 402 40983 GREG ESPER MD FORMER BOARD MEMBER (TEC) 60.0 0.0 X 374098 0 38121 WILLIAM BORNSTEIN MD FORMER OFFICER (EHC) 42.0 18.0 X 554575 231032 41762 LISA D'AGOSTINO FORMER OFFICER (TEC) 5.0 40.0 X 0 106722 15493 DALLIS HOWARD CROW FORMER OFFICER (EHC) 60.0 0.0 X 517897 0 95088 RONNIE L JOWERS FORMER OFFICER (EHC) 27.0 33.0 X 310452 334662 54623 GARY TEAL FORMER OFFICER (EHC) 60.0 X 0 399310 41866 KEVIN BRENAN FORMER OFFICER(T3,SJHA) 60.0 0.0 X 359128 0 39367 PAUL JUSTICE FORMER OFFICER (T3,SJHA) 30.0 30.0 X 0 169918 25860 29060256 16259759 3745655 1309 true true false EDC OPERATING LLC PO BOX 7710 TIFTON GA 31793 HEALTHCARE PROF SVC 10048607 STRUCTOR GROUP 120 INTERSTATE NORTH PARKWAY SOUTHE ATLANTA GA 30339 CONSTRUCTION 9768917 PHYSICIAN SPECIALISTS IN ANESTHESIA 5671 PEACHTREE DUNWOODY RD SUITE 6 ATLANTA GA 30342 HEALTHCARE PROF SVC 4707337 VARIAN MEDICAL SYSTEMS INC 70140 NETWORK PLACE CHICAGO IL 60673 HEALTHCARE PROF SVC 3409970 TRIAGE 221 MAIN STREET SUITE 1100 SAN FRANCISCO CA 94105 HEALTHCARE PROF SVC 3058132 195 942746 942746 NET PHYSICIAN SERVICES REVENUE 900099 85305228 85305228 NET PATIENT SERVICE REVENUE 900099 1225026831 1225026831 OTHER OPERATING REVENUE 900099 98815394 98815394 MEDICAL DIRECTOR REVENUE-NON EMORY 900099 885684 885684 1410033137 2637399 2637399 0 0 0 0 0 0 0 0 0 INTERCOMPANY TRANSACTIONS 900099 79254733 79254733 CAFETERIA INCOME 900099 2813710 2813710 OTHER 900099 -4610458 -4610458 77457985 1491071267 1487491122 2637399 0 0 0 0 18844751 18425550 419201 4535016 4434135 100881 815709184 797563246 18145938 0 156046672 149299313 6747359 0 0 4064190 2858626 1205564 501364 32960 468404 0 0 0 27533399 11743692 15789707 0 0 0 0 107821882 104823828 2998054 0 0 0 12353225 12479472 -126247 110958879 99832548 11126331 53134436 50483515 2650921 -6980278 -8204666 1224388 BAD DEBT EXPENSE 99964959 99890337 74622 PURCHASED SERVICES 90295488 86176412 4119076 SUPPLIES 166561275 166235780 325495 REIMBURSEMENTS -55968580 -56253535 284955 -81377852 -98049636 16671784 1523998010 1441771577 82226433 0 X -182383666 -233573690 58085950 58877113 0 0 141879464 179294206 0 0 0 0 0 0 3577105 4433478 8615288 9223479 1050570847 634954942 411296167 415615905 29123490 25176610 0 0 0 0 0 0 61455508 48888686 531649306 507935787 94344358 95240606 0 0 322709 143015 7089677 7241337 0 0 0 0 0 0 0 0 333425314 334052984 435182058 436677942 X 90123675 64526755 5583573 5971090 760000 760000 96467248 71257845 531649306 507935787 X -32926743 7717340 X X false true X true false X X false false false EMORY UNIVERSITY 580566256 02 true 76772573 1 76772573 0 0 112263 0 1 112264 603333699 687396201 705834240 726232265 2722796405 0 0 0 0 603333699 687508464 705834240 726232266 2722908669 0 0 0 2722908669 1199360 1300302 6916 1755922 4262500 0 1199360 1300302 6916 1755922 4262500 0 29422949 29292082 92535 58807566 0 633956008 688808766 735133238 728080723 2785978735 0.97736 0.97025 0.00153 0.00122 X SCHEDULE A, PART I REASON FOR PUBLIC CHARITY STATUS: THE LIST BELOW SHOWS ALL THE ENTITIES INCLUDED IN THIS GROUP RETURN ALONG WITH THE CORRESPONDING BOX NUMBER THAT RELATES TO ITS REASON FOR PUBLIC CHARITY STATUS: EMORY HEALTHCARE, INC. - BOX 11 THE EMORY CLINIC, INC. - BOX 9 WESLEY WOODS CENTER OF EMORY UNIVERSITY, INC. - BOX 3 EMORY MEDICAL CARE FOUNDATION, INC. - BOX 9 EMORY INNOVATIONS, INC. - BOX 11 EMORY/SAINT JOSEPH'S INC. - BOX 4 TRANSLATIONAL TESTING AND TRAINING LABORATORIES, INC. (F/K/A)SAINT JOSEPH'S TRANSLATIONAL RESEARCH INSTITUTE, INC. - BOX 4 SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC. - BOX 3 EMORY-CHILDREN'S CENTER, INC. - BOX 9 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 585000 585000 0 0 0 0 0 0 1.00000 false true true 25061775 25061775 355840683 154932738 200907945 86394233 37650891 48743342 573209148 433425936 139783212 10065008 8945377 1119631 415615905 DUE FROM RELATED PARTIES 7751079 ASSETS LIMITED AS TO USE 4595757 OTHER 32380728 GOODWILL 4161122 48888686 0 DUE TO EMORY UNIVERSITY - DEBT 239643547 GENERAL&PROFESSIONAL LIABILITY 15639281 DIST. PAYABLE TO DEPARTMENTS 9690633 OTHER 5551841 THIRD PARTY SETTLEMENTS 6766171 DIST. PAYABLE TO OTHERS 2407976 DUE TO INTERCOMPANY 7613675 ACCRUED PENSION LIABILITY 46739860 334052984 X PART X, LINE 2 ASC740, INCOME TAXES: ALL ENTITIES INCLUDED IN THIS GROUP RETURN (EHC, TEC, WWC, EMCF, EI, ESJ, T3, SJHA, ECC) ARE INCLUDED IN THE AUDITED FINANCIALS OF EMORY UNIVERSITY. A COPY OF EMORY UNIVERSITY'S AUGUST 31, 2014 AUDITED FINANCIALS IS ATTACHED TO THIS RETURN. THE GROUP DID NOT HAVE A SEPARATE INDEPENDENT AUDIT. INCOME TAXES FOOTNOTE IN THE ATTACHED AUDITED FINANCIAL STATEMENTS IS AS FOLLOWS: "THE UNIVERSITY IS RECOGNIZED AS A TAX-EXEMPT ORGANIZATION AS DEFINED IN SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE (THE CODE) AND IS GENERALLY EXEMPT FROM THE FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS MADE IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNRELATED BUSINESS INCOME OF THE UNIVERSITY IS REPORTED ON FORM 990-T. AS OF AUGUST 31, 2014 AND 2013, THERE WERE NO MATERIAL UNCERTAIN TAX POSITIONS." FORM 990, SCHEDULE D, PART V, LINE 4 INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS: THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS INCLUDE A VARIETY OF AREAS INCLUDING ENDOWED CHAIRS, OPERATING BUDGET SUPPORT, AND OTHER SPECIAL PROJECTS. true true X true X true X true true false true true 13878982 13878982 0.02590 21171794 13448058 7723736 0.01440 35050776 13448058 21602718 0.04030 1032897 2000 1030897 0.00190 447511 447511 0.00080 38242014 13448058 24793956 0.04630 806878 806878 0.00150 40529300 13450058 27079242 0.05050 75580076 26898116 48681960 0.09080 true 30351987 607040 112510231 143834824 -31324593 X true true 3 1 SAINT JOSEPH'S HOSPITAL OF ATLANTA 5673 PEACHTREE DUNWOODY ROAD ATLANTA GA 303421701 www.emoryhealthcare.org/community/ 060-159 X X X X 2 EMORY JOHNS CREEK HOSPITAL 6325 HOSPITAL PARKWAY JOHNS CREEK GA 30097 www.emoryhealthcare.org/community/ 060-631 X X X X X 3 WESLEY WOODS GERIATRIC HOSPITAL 1821 CLIFTON ROAD ATLANTA GA 30322 www.emoryhealthcare.org/community/ 044-565 X X X X SAINT JOSEPH'S HOSPITAL OF ATLANTA true X X X X X X X X X X 13 true true true X www.emoryhealthcare.org/community/ X X X X true false true true 200. true 400. true X X X true true X X X X X X true false X X X true X false false EMORY JOHNS CREEK HOSPITAL true X X X X X X X X X X 13 true true true X www.emoryhealthcare.org/community/ X X X X true false true true 200. true 400. true X X X true true X X X X X X true false X X X true X false false WESLEY WOODS GERIATRIC HOSPITAL true X X X X X X X X X X 13 true true true X www.emoryhealthcare.org/community/ X X X X true false true true 200. true 400. true X X X true true X X X X X X true false X X X true X false false 70 TEC Cumming 1200 Bald Ridge Marina Road Cumming GA 30041 Clinic Center TEC Northside Dialysis Storage 610 Northside Drive Atlanta GA 30318 Clinic Center TEC St Joseph's Hem Onc 5665 Peachtree Dunwoody Road Atlanta GA 30342 Clinic Center TEC Ortho Johns Creek 6335 Hospital Parkway Johns Creek GA 30097 Clinic Center TEC Villa Rica 401 Permian Way Villa Rica GA 30180 Clinic Center TEC Smyrna 3903 South Cobb Drive Smyrna GA 30080 Clinic Center TEC Athens CT Surgery 1199 Prince Avenue Athens GA 30606 Clinic Center TEC Genetics 2165 N Decatur Road Decatur GA 30030 Clinic Center TEC Hillandale 5461 Hillandale Drive Lithonia GA 30058 Clinic Center TEC Snellville (Tree Lane) 1608 Tree Lane Snellville GA 30078 Clinic Center TEC Vascular Medical Group 1100 Northside Forsyth Drive Cumming GA 30041 Clinic Center TEC NEMAC 2801 North Decatur Road Decatur GA 30033 Clinic Center TEC Cardiology at Johns Creek 6235 West Johns Crossing Duluth GA 30097 Clinic Center TEC Rockdale 1400 Wellbrook Circle Conyers GA 30207 Clinic Center TEC Sugarloaf Ortho and Cardiac Outrea 1845 Satellite Blvd Duluth GA 30094 Clinic Center TEC Northside Dialysis 610 Northside Drive Atlanta GA 30318 Clinic Center TEC CT Surgery at Saint Joseph's 5665 Peachtree Dunwoody Road Atlanta GA 30342 Clinic Center TEC Candler Dialysis 2726 Candler Road Decatur GA 30034 Clinic Center TEC Greenbriar Dialysis 2841 Greenbriar Prkwy Atlanta GA 30331 Clinic Center TEC Baldridge Marina 610 Peachtree Parkway Cumming GA 30041 Clinic Center TEC Executive Park 57 57 Executive Park South Atlanta GA 30329 Clinic Center TEC Executive Park 59 59 Executive Park South Atlanta GA 30329 Clinic Center Cardiac Outreach at East Cobb 137 Johnson Ferry Road Marietta GA 30068 Clinic Center Vascular Medical Group 1400 Hembree Rd Roswell GA 30076 Clinic Center TEC LaGrange ASC 1805 Vernon Road LaGrange GA 30240 Clinic Center TEC EAC 3200 Downwood Circle Atlanta GA 30327 Clinic Center TEC Dunwoody Ortho and ASC 4555 North Shallowford Road Dunwoody GA 30338 Clinic Center TEC Gwinnett Ortho and Sports Medicine 3855 Pleasant Hill Road Duluth GA 30096 Clinic Center DOB III TEC Cardiology 5671 Peachtree Dunwoody Road Atlanta GA 30342 Clinic Center TEC Executive Park 12 12 Executive Park South Atlanta GA 30324 Clinic Center TEC Dunwoody 4500 North Shallowford Road Dunwoody GA 30338 Clinic Center ESA Vascular Medical Group 5673 Peachtree Dunwoody Road Atlanta GA 30342 Clinic Center TEC UrologySurg OncologyTransplant 5673 Peachtree Dunwoody Road Atlanta GA 30342 Clinic Center TEC - IM Multi Specialty 5673 Peachtree Dunwoody Road Atlanta GA 30342 Clinic Center Emory Clinic A Building 1365 Clifton Road Atlanta GA 30322 Clinic Center Emory Clinic B Building 1365 Clifton Road Atlanta GA 30322 Clinic Center Emory Clinic C Building 1365 Clifton Road Atlanta GA 30322 Clinic Center TEC 1525 Building 1525 Clifton Road Atlanta GA 30322 Clinic Center TEC Medical Office Tower 550 Peachtree Street Atlanta GA 30308 Clinic Center Family Practice Associates of Atlanta 1776 Old Spring House Lane Dunwoody GA 30338 Clinic Center ESA Gwinnett Family Physicians 345 Peachtree Industrial Blvd Suwanee GA 30024 Clinic Center Johns Creek OBGYN 6335 Hospital Parkway Johns Creek GA 30097 Clinic Center Internal Medicine Forsyth County 634 Peachtree Parkway Cumming GA 30041 Clinic Center IMAA 1100 Johnson Ferry Road Atlanta GA 30342 Clinic Center SJMG Internal Medicine 137 Johnson Ferry Road Marietta GA 30068 Clinic Center SJMG Duluth 4245 Pleasant Hill Road Duluth GA 30096 Clinic Center Atlanta Pulmonary Group 5673 Peachtree Dunwoody Road Atlanta GA 30342 Clinic Center SHS Fayetteville 115 Sumner Road Fayetteville GA 30214 Clinic Center Emory Newton Med Assoc 6175 Newton Drive Covington GA 30014 Clinic Center Emory Newton Med Assoc 5278 Adams Street Covington GA 30014 Clinic Center Emory at Suwanee EHC Criner Clinic 5400 Laurel Springs Parkway Suwanee GA 30024 Clinic Center ESA Smyrna 3909 South Cobb Drive Smyrna GA 30080 Clinic Center ESA Griffin-McIntosh Trail 726 8th Street Griffin GA 30224 Clinic Center ESA Sugarloaf 1845 Satellite Blvd Duluth GA 30097 Clinic Center ESA LaGrange-CHC 380 South Davis Road LaGrange GA 30241 Clinic Center SHS Locust Grove 4851 Bill Gardner Pkwy Locust Grove GA 30248 Clinic Center ESA Lawrenceville 771 Old Norcross Road Lawrenceville GA 30046 Clinic Center Emory IM Newton 4181 Hospital Drive Covington GA 30014 Clinic Center ESA Acworth Downstairs 4769 South Main Street Acworth GA 30101 Clinic Center ESA TDO STK 3579 Highway 138 Stockbridge GA 30281 Clinic Center ESA Acworth Upstairs 4791 South Main Street Acworth GA 30101 Clinic Center ESA LaGrange 303 Smith Street LaGrange GA 30240 Clinic Center ESA West Point- CHC 1610 E 10th Street West Point GA 31833 Clinic Center ESA LaGrange 1801 Vernon Road LaGrange GA 30240 Clinic Center ESA TDO PTC 3000 Shakerag Hill Peachtree City GA 30269 Clinic Center ESA TDO EC 3345 E Highway 34 Sharpsburg GA 30277 Clinic Center ESA TDO MCD 259 Jonesboro Road McDonough GA 30253 Clinic Center SHS Riverdale 6507 Professional Place Riverdale GA 30274 Clinic Center DOB III Internal Med 5671 Peachtree Dunwoody Road Atlanta GA 30342 Clinic Center ESA Stockbridge 1050 Eagles Landing Prkwy Stockbridge GA 30281 Clinic Center PART I, LINE 3C FPG ELIGIBILITY: NOT APPLICABLE PART I, LINE 6A COMMUNITY BENEFIT REPORT: EMORY UNIVERSITY/WOODRUFF HEALTH SCIENCES CENTER COMMUNITY BENEFIT REPORT CAN BE FOUND ON THE WEB AT: HTTP://WHSC.EMORY.EDU/HOME/PUBLICATIONS/HEALTH-SCIENCES/COMMUNITY-BENEFITS -2014/INDEX.HTML PART I, LINE 7, COLUMN F PERCENT OF TOTAL EXPENSE: IN THE "PERCENT OF TOTAL EXPENSE" CALCULATION CONTAINED IN COLUMN F OF PART I, LINE 7, THE DENOMINATOR (TOTAL FUNCTIONAL EXPENSES REPORTED ON PART IX, LINE 25A) WAS REDUCED BY $30,351,987 THE TOTAL PROVISION FOR BAD DEBTS INCLUDED IN THAT NUMBER. PART I, LINE 7 FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST: EMORY UNIVERSITY INCLUDES ONE OF THE NATION'S LEADING ACADEMIC COMPLEXES FOR TEACHING, RESEARCH, AND PATIENT CARE - THE ROBERT W. WOODRUFF HEALTH SCIENCES CENTER (WHSC). THE WHSC INCLUDES EMORY UNIVERSITY SCHOOL OF MEDICINE, NELL HODGSON WOODRUFF SCHOOL OF NURSING, ROLLINS SCHOOL OF PUBLIC HEALTH, WINSHIP CANCER INSTITUTE, YERKES NATIONAL PRIMATE RESEARCH CENTER, AND EMORY HEALTHCARE, WHICH IS THE WHSC'S SYSTEM OF HEALTH CARE OPERATIONS. EMORY HEALTHCARE INCLUDES PHYSICIAN GROUPS FOR PEDIATRIC AND ADULT PATIENTS AS WELL AS THE FOLLOWING HOSPITALS: (1) TWO GENERAL AND ACUTE CARE HOSPITALS, EMORY UNIVERSITY HOSPITAL AND EMORY UNIVERSITY HOSPITAL MIDTOWN; (2) A GERIATRIC AND LONG-TERM CARE HOSPITAL, WESLEY WOODS GERIATRIC HOSPITAL AND WESLEY WOODS LONG-TERM CARE HOSPITAL; AND (3) TWO JOINT VENTURES, EMORY-ADVENTIST HOSPITAL AND EMORY-SAINT JOSEPH'S, INC. WHICH INCLUDES EMORY JOHNS CREEK HOSPITAL, SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC., AND TRANSLATIONAL TESTING AND TRAINING LABORATORIES, INC. F/K/A SAINT JOSEPH'S TRANSLATIONAL RESEARCH INSTITUTE, INC. ALTHOUGH PART OF THE EMORY HEALTHCARE SYSTEM, THE VARIOUS HOSPITALS ARE OPERATING DIVISIONS OF DIFFERENT EMORY ENTITIES. EMORY UNIVERSITY HOSPITAL AND EMORY UNIVERSITY HOSPITAL MIDTOWN ARE OPERATING DIVISIONS OF EMORY UNIVERSITY. WESLEY WOODS GERIATRIC HOSPITAL IS AN OPERATING DIVISION OF WESLEY WOODS CENTER OF EMORY UNIVERSITY, INC. WESLEY WOODS LONG TERM HOSPITAL, INC. IS SEPARATELY INCORPORATED. EMORY ADVENTIST, INC. IS SEPARATELY INCORPORATED. EMORY JOHNS CREEK HOSPITAL AND SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC. ARE PART OF A JOINT VENTURE WITH SAINT JOSEPH'S HEALTH SYSTEM INC. IN ADDITION, EMORY HAS CLOSE WORKING RELATIONSHIPS WITH OTHER HOSPITALS, INCLUDING GRADY MEMORIAL HOSPITAL ("GRADY"), CHILDREN'S HEALTHCARE OF ATLANTA , INC. AND THE ATLANTA VETERANS AFFAIRS MEDICAL CENTER ("ATLANTA VA"). EMORY UNIVERSITY SCHOOL OF MEDICINE IS A MAJOR SUPPLIER OF THE PHYSICIANS (BOTH MEDICAL FACULTY AND PHYSICIAN RESIDENTS IN TRAINING) AT GRADY, PROVIDING 85% OF PHYSICIAN CARE AT THIS FACILITY, WHICH IS ONE OF THE LARGEST PUBLIC HOSPITALS IN THE SOUTHEAST. EMORY UNIVERSITY HOSPITAL, EMORY UNIVERSITY HOSPITAL MIDTOWN, WESLEY WOODS GERIATRIC HOSPITAL AND WESLEY WOODS LONG TERM CARE HOSPITAL, AS WELL AS GRADY, THE ATLANTA VA, AND CHILDREN'S HEALTHCARE OF ATLANTA, INC. SERVE AS TEACHING FACILITIES FOR THE EMORY UNIVERSITY SCHOOL OF MEDICINE (PROVIDING VENUES FOR RESIDENCY TRAINING) AND EMORY'S NELL HODGSON WOODRUFF SCHOOL OF NURSING (PROVIDING DEDICATED EDUCATION UNITS FOR NURSING STUDENTS). EMORY UNIVERSITY HOSPITAL AND EMORY UNIVERSITY HOSPITAL MIDTOWN ALSO ARE ACTIVE SITES WITHIN THE CLINICAL INTERACTION NETWORK OF THE NIH-SPONSORED ATLANTA CLINICAL & TRANSLATIONAL SCIENCE INSTITUTE (ACTSI), WHICH SEEKS TO MAKE CLINICAL TRIALS FOR NEW TREATMENTS MORE EFFICIENT AND MORE AVAILABLE THROUGHOUT THE COMMUNITY. EMORY IS THE LEAD PARTNER IN ACTSI, WHICH ALSO INVOLVES MOREHOUSE SCHOOL OF MEDICINE AND THE GEORGIA INSTITUTE OF TECHNOLOGY. THROUGH THE EMORY MEDICAL CARE FOUNDATION, INC. (EMCF), WHICH IS CONTROLLED BY EMORY UNIVERSITY, EMORY PHYSICIANS PROVIDED $24.8 MILLION IN UNCOMPENSATED PATIENT CARE TO GRADY IN FY 2014. IN ADDITION, EMCF INVESTS ANY REIMBURSEMENTS THAT EMORY FACULTY DO RECEIVE FOR SERVICES RENDERED AT GRADY TO UPGRADE EQUIPMENT AND SUPPORT VITAL SERVICES PROVIDED BY EMORY PHYSICIANS WORKING AT GRADY. EMCF INVESTED $43.5 MILLION FOR THIS PURPOSE IN FY 2014. EMORY ALSO PROVIDES 75% OF PHYSICIAN CARE AT CHILDREN'S AT HUGHES SPALDING, A PEDIATRIC HOSPITAL ON GRADY'S CAMPUS OPERATED BY CHILDREN'S HEALTHCARE OF ATLANTA, INC. THE TOTAL CHARITY CARE AND COMMUNITY BENEFIT ATTRIBUTED TO THE ORGANIZATION IS LOCATED ON PART I, LINE 7 OF SCHEDULE H. FOR A MORE COMPREHENSIVE OVERVIEW OF THE TOTAL CHARITY CARE AND COMMUNITY BENEFIT PROVIDED BY EMORY HEALTHCARE, PLEASE VIEW THE EMORY UNIVERSITY/WOODRUFF HEALTH SCIENCES CENTER COMMUNITY BENEFIT REPORT AT: HTTP://WHSC.EMORY.EDU/HOME/PUBLICATIONS/HEALTH-SCIENCES/COMMUNITY-BENEFITS -2014/INDEX.HTML FOR MORE SPECIFICS AND A BREAKDOWN OF CHARITY CARE BY INDIVIDUAL FACILITY SEE: HTTP://WHSC.EMORY.EDU/HOME/PUBLICATIONS/HEALTH-SCIENCES/COMMUNITY-BENEFITS -2014/CHARITY/INDEX.HTML FOR A CHART AGGREGATING A VARIETY OF COMMUNITY BENEFITS IN DOLLAR FIGURES SEE: HTTP://WHSC.EMORY.EDU/HOME/PUBLICATIONS/HEALTH-SCIENCES/COMMUNITY-BENEFITS -2014/ECONOMIC-IMPACT.HTML IN COMPARISON WITH OTHER HOSPITALS IN METRO ATLANTA AND THE SURROUNDING COMMUNITY, EMORY HEALTHCARE HOSPITALS ARE REFERRED A DISPROPORTIONATE NUMBER OF PATIENTS WITH EXTREMELY COMPLEX AND CHALLENGING CONDITIONS. OTHER AREA HOSPITALS ROUTINELY REFER PATIENTS TO EMORY FOR WHOM THEY HAVE NO OTHER TREATMENT RECOURSE. THESE SICKEST-OF-THE-SICK PATIENTS ARE NOT ONLY THE MOST CLINICALLY CHALLENGING BUT ALSO THE MOST COSTLY PATIENTS TO TREAT. AT EMORY, SUCH PATIENTS FIND CLINICIANS DETERMINED TO PROVIDE THE BEST, MOST COMPASSIONATE CARE POSSIBLE REGARDLESS OF THESE PATIENT'S ABILITY TO PAY. EMORY UNIVERSITY HOSPITAL, IN PARTICULAR, IS NOTED AS A DESTINATION FOR PATIENTS IN THIS HIGH-ACUITY CATEGORY. THIS HOSPITAL CONTINUES TO BE IN THE TOP TWENTY OF THE HIGHEST CASE-MIX INDEX OF HOSPITALS IN THE UNIVERSITY HEALTH SYSTEM CONSORTIUM DATABASE, WHICH MEANS THAT ITS PATIENTS ARE AMONG THE SICKEST TREATED ANY WHERE IN THE COUNTRY AND INCLUDE PATIENTS ROUTINELY REFERRED FROM HOSPITALS THROUGHOUT ATLANTA AND THE REGION. EMORY UNIVERSITY HOSPITAL ALSO PROVIDES SERVICES AND PROCEDURES AVAILABLE NOWHERE ELSE IN THE STATE, INCLUDING HIGH COMPLEX TRANSPLANT PROCEDURES, AMONG OTHERS. EMORY UNIVERSITY HOSPITAL HELPS PIONEER, TEST, AND DEVELOP NEW PROCEDURES THAT EVENTUALLY MAKE THEIR WAY INTO THE BROADER COMMUNITY OF HEALTH CARE PROVIDERS. IN ADDITION, IN PARTNERSHIP WITH THE CENTERS FOR DISEASE CONTROL AND PREVENTION, EMORY UNIVERSITY HOSPITAL HAS A SPECIAL ISOLATION UNIT FOR THE CARE OF PATIENTS WITH SERIOUS COMMUNICABLE DISEASES - SUCH AS CDC EMPLOYEES WHO HAVE CONFIRMED, PROBABLE, OR SUSPECTED INFECTION WITH OR EXPOSURE TO PATHOGENS SUCH AS EBOLA, SMALLPOX, PNEUMONIC PLAGUE, OR SARS THAT ARE ASSOCIATED WITH HIGH INFECTIVITY RATES. EMORY UNIVERSITY HOSPITAL MIDTOWN (EUHM), WHICH INCLUDES A LEVEL III NEONATAL INTENSIVE CARE UNIT AMONG ITS OTHER ICUS, ALSO HAS A CASE-MIX INDEX THAT IS CONSIDERABLY HIGHER THAN THAT OF MOST COMMUNITY HOSPITALS. IN PARTNERSHIP WITH THE ATLANTA POLICE DEPARTMENT, EMORY UNIVERSITY HOSPITAL MIDTOWN HAS A MINI ATLANTA POLICE STATION PRECINCT ON ITS SITE, WHICH HOUSES THIRTY SWORN POLICE EMPLOYEES WITH RESPONSIBILITY FOR PATROLLING MIDTOWN AND DOWNTOWN ATLANTA. EUHM SPONSORS PERIODIC WORKDAYS DURING WHICH EMPLOYEES DO CLEAN-UP ACTIVITIES IN THE NEIGHBORHOOD AROUND EUHM. EUHM ALSO COLLABORATES WITH STATE AGENCIES IN GEORGIA AND THE ROSWELL EMPLOYMENT AGENCY BRIGGS & ASSOCIATES ON PROJECT SEARCH TO TARGET HIGH SCHOOL SENIORS WITH DEVELOPMENTAL DISABILITIES FOR ONE-ON-ONE JOB TRAINING AND COACHING. THESE YOUNG PEOPLE BECOME REGULAR EMPLOYEES, EARNING REGULAR WAGES. EUHM RECEIVED THE "FREEDOM TO COMPETE" AWARD IN 2007 FROM THE EQUAL OPPORTUNITY COMMISSION FOR ITS ROLE AS THE STARTING LOCATION FOR THIS PROGRAM. PART III, SECTION A, LINE 4 FOOTNOTE TO FINANCIAL STATEMENTS: THE ORGANIZATION RECORDS AN ALLOWANCE FOR DOUBTFUL ACCOUNTS FOR ESTIMATED LOSSES RESULTING FROM THE UNWILLINGNESS OF PATIENTS TO MAKE PAYMENTS FOR SERVICES. THE ALLOWANCE IS DETERMINED BY ANALYZING HISTORICAL DATA AND TRENDS. ACCOUNTS RECEIVABLE ARE WRITTEN OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS WHEN MANAGEMENT DETERMINES THAT RECOVERY IS UNLIKELY AND COLLECTION EFFORTS CEASE. COST TO CHARGE RATIO IS USED TO DETERMINE THE COST ASSOCIATED WITH RENDERING SERVICES TO MEDICARE PATIENTS. ANY DISCOUNT ON A PATIENT ACCOUNT IS NOT CONSIDERED TO BE BAD DEBT. LIKEWISE ANY PAYMENTS RECEIVED ON ACCOUNTS ARE NOT CONTEMPLATED IN THE CALCULATION. PART III, SECTION B, LINE 8 TREATMENT OF SHORTFALL: SHORTFALL IS NOT REPORTED IN LINE 7 COMMUNITY BENEFIT. TO DETERMINE MEDICARE ALLOWABLE COSTS REPORTED IN THE MEDICARE COST REPORT, THE COST-TO-CHARGE RATIO IS APPLIED TO GROSS PATIENT REVENUE ASSOCIATED WITH SERVICES PERFORMED FOR PATIENTS WHO ARE ELIGIBLE FOR MEDICARE. PART III, SECTION B, LINE 9B DEBT COLLECTION POLICY: CREDIT/COLLECTION POLICY REQUIRES ALL ACCOUNTS TO BE REVIEWED FOR POSSIBLE CHARITY WRITE-OFF. COLLECTION PRACTICES ARE NOT UNDERTAKEN WITH RESPECT TO CHARGES RELATED TO SERVICES COVERED BY THE ORGANIZATION'S CHARITY CARE POLICY. PART V FACILITY INFORMATION: SAINT JOSEPH'S HOSPITAL OF ATLANTA - SEE SCHEDULE 0. EMORY JOHNS CREEK HOSPITAL - SEE SCHEDULE O. WESLEY WOODS GERIATRIC HOSPITAL IS DIRECTLY CONTROLLED BY WESLEY WOODS CENTER OF EMORY UNIVERSITY, INC. PART VI, LINE 2 NEEDS ASSESSMENT: EMORY HEALTHCARE CURRENTLY CONDUCTS AN EXTENSIVE ANNUAL ENVIRONMENTAL ASSESSMENT, WHICH ENCOMPASSES EACH ENTITY WITHIN THE ORGANIZATION. THIS ASSESSMENT IS UTILIZED TO PLAN THE STRATEGIC DIRECTION FOR THE FOLLOWING FISCAL YEAR. THE ENVIRONMENTAL ASSESSMENT INCLUDES A DETAILED REVIEW OF PATIENT ORIGIN AND PATIENT CHARACTERISTICS, INCLUDING AGE, ETHNICITY, AND PAYER. THE POPULATION DEMOGRAPHICS FOR THE PRIMARY AND SECONDARY SERVICE AREAS ARE ANALYZED. THE ASSESSMENT ALSO INCLUDES A REVIEW OF SERVICES CURRENTLY UTILIZED BY PATIENTS ALONG WITH A FORECAST OF FUTURE SERVICE LINE NEEDS. IN ADDITION TO THIS ASSESSMENT, A DETAILED MEDICAL STAFF DEVELOPMENT ASSESSMENT IS CONDUCTED ANNUALLY TO DETERMINE SPECIALTY NEEDS. PART V, LINE 14G AND PART VI, LINE 3 PART V, SECTION B, LINE 14G PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: CHARITY CARE POLICY, FINANCIAL ASSISTANCE POLICY AND FINANCIAL ASSISTANCE APPLICATIONS ARE DISCUSSED WITH PATIENTS DURING THE FINANCIAL SCREENING PROCESS. ALL PATIENTS ARE SCREENED FOR AND DO NOT HAVE TO COMPLETE AN APPLICATION FOR FINANCIAL ASSISTANCE. ELIGIBLE PATIENTS ARE NOTIFIED OF THEIR STATUS OF FINANCIAL ASSISTANCE AS EACH APPLICATION IS PROCESSED. WE ALSO UTILIZE A MEDICAID ELIGIBILITY VENDOR TO ASSIST PATIENTS IN APPLYING FOR MEDICAID OR OTHER GOVERNMENT PROGRAMS. PART VI, LINE 4 COMMUNITY INFORMATION: FOR THE PURPOSE OF SAINT JOSEPH'S HOSPITAL OF ATLANTA'S (SJH) COMMUNITY HEALTH NEEDS ASSESSMENT, SJH'S COMMUNITY IS DEFINED AS THE AREA FROM WHICH OVER 75% OF SJH'S INPATIENT ADMISSIONS ORIGINATE. SJH'S COMMUNITY OR PRIMARY SERVICE AREA INCLUDES DEKALB, FULTON, GWINNETT, AND COBB COUNTIES IN GEORGIA. FOR THE PURPOSE OF EMORY JOHNS CREEK HOSPITAL'S (EJCH) COMMUNITY HEALTH NEEDS ASSESSMENT, EJCH'S COMMUNITY IS DEFINED AS THE AREA FROM WHICH 75% OF EJCH'S INPATIENT ADMISSIONS ORIGINATE. EJCH'S COMMUNITY OR PRIMARY SERVICE AREA ENCOMPASSES EIGHTEEN ZIP CODES IN NORTH FULTON, FORSYTH, AND GWINNETT COUNTIES IN GEORGIA. FOR THE PURPOSE OF WESLEY WOODS GERIATRIC HOSPITAL'S (WWGH) COMMUNITY HEALTH NEEDS ASSESSMENT, WWGH'S COMMUNITY IS DEFINED AS THE AREA FROM WHICH OVER 60% OF WWGH'S INPATIENT ADMISSIONS ORIGINATE. SINCE WWGH PATIENT BASE IS ALMOST 100% GERIATRIC, WWGH'S COMMUNITY IS FURTHER DEFINED AS THE GERIATRIC POPULATION OVER THE AGE OF 65. WWGH'S COMMUNITY OR PRIMARY SERVICE AREA INCLUDES THE GERIATRIC POPULATIONS OVER THE AGE OF 65 IN DEKALB, FULTON, GWINNETT, AND COBB COUNTIES IN GEORGIA. PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH: FOR MORE INFORMATION PLEASE SEE "COMMUNITY" AS FOUND AT HTTP://WWW.EMORYHEALTHCARE.ORG/COMMUNITY/INDEX.HTML PART VI, LINE 6 AFFILIATED HEALTH CARE SYSTEM: EMORY HEALTHCARE IS THE CLINICAL ENTERPRISE OF THE ROBERT W. WOODRUFF HEALTH SCIENCES CENTER OF EMORY UNIVERSITY, WHICH FOCUSES ON PATIENT CARE, EDUCATION OF HEALTH PROFESSIONALS, RESEARCH ADDRESSING HEALTH AND ILLNESS, AND HEALTH POLICIES FOR PREVENTION AND TREATMENT OF DISEASE. A KEY COMPONENT OF THE WOODRUFF HEALTH SCIENCES CENTER IS THE EMORY UNIVERSITY SCHOOL OF MEDICINE, WHICH HAS BEEN AT THE FOREFRONT OF MEDICAL KNOWLEDGE AND RESEARCH, PIONEERING MANY ADVANCES AND PROCEDURES THAT HAVE CHANGED THE FACE OF MEDICAL HISTORY. PART V, SECTION B, LINE 1J AND LINE 3 COMMUNITY HEALTH NEEDS ASSESSMENT - INPUT FROM COMMUNITY: To understand the needs of the community we serve, a Community Health Needs Assessment was conducted using quantitative data (e.g., demographics data, mortality rates, morbidity data, disease prevalence rates, health care resource data, etc.) and input from stakeholders representing the broad interest of our community (e.g., individuals with special knowledge of public health, the needs of the underserved, low-income, and minority populations, the needs of populations with chronic diseases, etc.). COMMUNITY STAKEHOLDER INTERVIEWS A KEY COMPONENT IN THE COMMUNITY HEALTH NEEDS ASSESSMENT IS GATHERING INPUT FROM THE COMMUNITY STAKEHOLDERS. THESE STAKEHOLDERS INCLUDED A MIX OF INTERNAL AND EXTERNAL REPRESENTATIVES OF PASTORS, PUBLIC HEALTH OFFICIALS, HEALTH CARE PROVIDERS, SOCIAL SERVICE AGENCY REPRESENTATIVES, GOVERNMENT LEADERS, AND BOARD MEMBERS. DUE TO THEIR PROFESSION, TENURE, AND/OR COMMUNITY INVOLVEMENT, COMMUNITY STAKEHOLDERS OFFER DIVERSE PERSPECTIVES AND INFORMATION TO THE COMMUNITY HEALTH NEEDS ASSESSMENT. THEY ARE INDIVIDUALS AT THE FRONT LINE AND BEYOND THAT CAN BEST IDENTIFY UNMET SOCIAL AND HEALTH NEEDS OF THE COMMUNITY. INTERVIEWS WITH SEVENTEEN REPRESENTATIVES FROM ORGANIZATIONS AND ONE FOCUS GROUP WERE CONDUCTED BY THE WOODRUFF HEALTH SCIENCES CENTER STRATEGIC PLANNING OFFICE. FOR MORE INFORMATION SEE APPENDIX B OF EACH COMMUNITY HEALTH NEEDS ASSESSMENT AT: HTTP://WWW.EMORYHEALTHCARE.ORG/COMMUNITY/INDEX.HTML PART V, SECTION B, LINE 4 COMMUNITY HEALTH NEEDS ASSESSMENT - HOSPITALS INCLUDED: THE COMMUNITY HEALTH NEEDS ASSESSMENT FOR HOSPITALS INCLUDED IN THE EMORY GROUP RETURN WERE CONDUCTED BY THE WOODRUFF HEALTH SCIENCES CENTER STRATEGIC PLANNING OFFICE. THE HOSPITALS' COMMUNITY HEALTH NEEDS ASSESSMENTS FOR ADDITIONAL OPERATING UNITS AND AFFILIATES OF EMORY HEALTHCARE INCLUDING: EMORY UNIVERSITY HOSPITAL EMORY UNIVERSITY HOSPITAL MIDTOWN WESLEY WOODS LONG TERM HOSPITAL EMORY ADVENTIST HOSPITAL SOUTHERN REGIONAL MEDICAL CENTER PART V, SECTION B, LINE 5D COMMUNITY HEALTH NEEDS ASSESSMENT - AVAILABLE TO PUBLIC: The Community Health Needs Assessment was made widely available to the community and shared with organizations including Georgia Department of Community Health, Georgia Department of Public Health, Rollins School of Public Health, American Cancer Society, United Way of Greater Atlanta, Saint Joseph's Mercy Care Services, Visiting Nurse Health Systems, VistaCare Hospice, Gwinnett Sexual Assault Center & Children's Advocacy Center, Good Shepherd Clinic, The Drake House, DeKalb Community Service Board, City of John's Creek Police Department, Clayton County Board of Health, Area Agency on Aging with Atlanta Regional Commission, and additional groups. X X true true false true false false false true false false false CLAUDIA R ADKISON FORMER BOARD MEMBER (EMCF) 0 0 0 0 0 125000 0 0 0 0 0 125000 0 0 R WAYNE ALEXANDER MD FORMER BOARD MEMBER(EMCF,TEC) 227451 395349 0 0 38454 0 0 23650 9887 3342 275792 422341 0 0 DANIEL L BARROW MD BOARD MEMBER(EMCF),FORMER(TEC) 659006 231754 358327 0 33791 51 0 21477 12774 3901 1063898 257183 0 0 WILLIAM BORNSTEIN MD FORMER OFFICER (EHC) 176895 225777 374597 0 3083 5255 0 18951 2294 20517 556869 270500 0 0 FRANK W BROWN MD BOARD MEMBER (WWC) 211043 25361 6259 0 11481 291 0 16438 118 169 228901 42259 0 0 DONALD I BRUNN BD MEM(TEC,ECC)FORM OFF(EHC) 438584 0 194534 0 13506 0 84131 0 23267 0 754022 0 0 0 TIMOTHY BUCHMAN MD FORMER BOARD MEMBER (EHC) 431461 58568 93200 0 33549 52 0 23396 5936 3206 564146 85222 0 0 DAVID T BURKE MD BOARD MEMBER (EMCF) 193620 188797 49600 0 24142 292 0 21809 12876 4992 280238 215890 0 0 GRANT W CARLSON MD FORMER BOARD MEMBER (TEC) 408150 106924 42488 0 28724 52 0 19080 8740 5244 488102 131300 0 0 WILLIAM J CASARELLA MD FORMER BOARD MEMBER (EMCF) 0 111606 0 0 0 0 0 10319 0 8696 0 130621 0 0 WRIGHT CAUGHMAN MD BD(EHC,TEC,EI,ECC)FORMER(EMCF) 375267 740553 518945 0 39576 78890 0 240050 1299 18965 935087 1078458 0 0 WALTER J CURRAN MD BOARD MEMBER(EMCF) FORMER(TEC) 227236 672382 164900 0 34996 399 0 23500 13041 6085 440173 702366 0 0 LISA D'AGOSTINO FORMER OFFICER (TEC) 0 106322 0 0 0 400 0 9771 0 5722 0 122215 0 0 J WILLIAM ELEY MD BOARD MEMBER/SEC TREAS (EMCF) 14019 321833 414 0 2097 292 0 21582 10333 2595 26863 346302 0 0 JOHN T FOX BD MEM(EHC,TEC,ESJ,T3)FORM(ECC 726730 403509 500077 0 87679 1079 0 533504 13826 11378 1328312 949470 0 0 SUSAN GRANT FORMER BD(WWC) FORMER OFF(EHC) 80892 281076 167999 0 550 1977 54580 11818 21117 0 325138 294871 0 0 JAMES T HATCHER TREAS(ESJ),FORMER OFFICER(EHC) 383397 0 350439 0 5206 0 17850 0 19695 0 776587 0 0 0 KATHERINE HEILPERN MD BD MEM(EMCF,EHC)FORMER BD(TEC) 268555 236781 41200 120000 31184 28 0 22288 9332 3396 350271 382493 0 0 LAUREEN HILL MD BOARD MEMBER (EMCF) 423488 180457 82909 0 22581 28 0 21445 5720 1230 534698 203160 0 0 IRA HOROWITZ MD BD MEM(EMCF,EHC)FORMER BD(TEC) 395802 161051 75900 0 27091 52 0 21062 12768 7843 511561 190008 0 0 DALLIS HOWARD CROW FORMER OFFICER (EHC) 347510 0 167738 0 2649 0 68218 0 26870 0 612985 0 0 0 LUCKY JAIN MD FORMER BD MEMBER/OFFICER (EHC) 103540 171774 6480 0 0 2373 0 22950 6264 2396 116284 199493 0 0 MICHAEL M E JOHNS MD FORMER BD MEMBER(EHC,TEC,WWC) 0 255207 0 0 0 30754 0 19909 0 14728 0 320598 0 0 THEODORE JOHNSON MD FORMER BOARD MEMBER (WWC) 56200 177514 0 9240 0 800 0 21090 950 26202 57150 234846 0 0 LYNN JOHNSON SEC/TREASURER (WWC) 183508 0 22996 0 1518 0 13100 0 14157 0 235279 0 0 0 JANE JORDAN CASAVANT SECRETARY (EHC,ESJ,TEC) 21739 288817 0 0 0 0 0 22950 0 21548 21739 333315 0 0 RONNIE L JOWERS FORMER OFFICER (EHC) 128247 326845 178248 0 3957 7817 0 36929 11163 6531 321615 378122 0 0 FADLO RAJA KHURI MD BOARD MEMBER (EMCF,TEC) 166104 383252 94301 0 23245 27 0 110203 13333 5017 296983 498499 0 0 CHRISTIAN P LARSEN MD BD MEM(EHC,EMCF,TEC)FORM(ECC) 141604 750294 239050 0 409 26466 0 33506 11799 3324 392862 813590 0 0 THOMAS J LAWLEY MD FORMER BD(EHC,EMCF,TEC,ECC) 0 728927 0 0 0 41618 0 37998 0 15879 0 824422 0 0 ANGEL LEON MD FORMER BD MEM/OFF (EHC) 537000 44408 0 0 22320 27 0 17410 8316 2785 567636 64630 0 0 ALLAN I LEVEY MD BOARD MEMBER(EMCF) 126530 374931 33800 0 15757 52 0 23650 13333 4992 189420 403625 0 0 STEVEN LEVY MD FORMER BOARD MEMBER (EMCF) 78796 180701 0 0 6426 152 0 21516 9388 3224 94610 205593 0 0 LAWRENCE J LUTZ MD FORMER BOARD MEMBER (EMCF) 130181 144935 0 0 13015 79 0 20348 11558 141 154754 165503 0 0 MICHAEL J MANDL BOARD MEMBER(EHC,EI,ESJ,T3) 0 863015 0 100000 0 0 0 101093 0 14601 0 1078709 0 0 DOUGLAS E MATTOX MD BOARD MEMBER (EMCF) 370753 147576 78400 0 29872 152 0 20647 12708 7392 491733 175767 0 0 CAROLYN MELTZER MD BD MEM(EMCF)FOR BD/OFF(EHC) 195765 435968 42100 0 18790 28 0 23650 9887 4996 266542 464642 0 0 BROOKE MOORE BOARD MEMBER (TEC) 232163 0 34056 0 371 0 13602 0 14725 0 294917 0 0 0 DOUG C MORRIS MD BD MEMBER (EHC,TEC,ESJ,T3) 627210 73385 202944 0 33206 0 0 18350 8960 5142 872320 96877 0 0 TIMOTHY OLSEN MD BOARD MEMBER (EMCF, TEC) 191658 437814 86400 0 24640 828 0 23650 1511 23542 304209 485834 0 0 TRISTRAM G PARSLOW MD BD MEMBER(EMCF),FORMER BD(TEC) 263356 259818 121400 0 34276 52 0 21241 6072 3706 425104 284817 0 0 JOHN M RHEE MD PHYSICIAN 425444 0 1251681 0 16267 0 0 16150 15982 202 1709374 16352 0 0 CHAD RITENOUR MD FORMER BOARD MEMBER (EMCF) 140880 60202 35000 0 8313 18 0 17834 5210 1120 189403 79174 0 0 JAMES ROBERSON MD BOARD MEMBER(EMCF) 437528 223112 412334 0 35335 80 0 20548 9578 5296 894775 249036 0 0 FRED SANFILIPPO MD FORM BD(EHC,EMCF,TEC,WWC,ECC) 0 319485 0 0 0 0 0 22950 0 16802 0 359237 0 0 BARBARA J STOLL MD BD MEM(EMCF,ECC)/FORM OFF(EHC) 0 233582 48573 0 0 3643 0 21390 9220 4246 57793 262861 0 0 ROBERT A SWERLICK MD BOARD MEMBER (EMCF) 108567 181095 56200 0 8753 52 0 21647 12639 7321 186159 210115 0 0 GARY TEAL FORMER OFFICER (EHC) 0 334101 0 64089 0 1120 0 27843 0 14023 0 441176 0 0 JOHN XEROGEANES MD PHYSICIAN 555569 0 793699 0 16301 0 0 16075 17102 220 1382671 16295 0 0 JAMES ZAIDAN MD FORMER BOARD MEMBER (EMCF) 246840 89098 22650 0 28013 228 0 18948 8628 3148 306131 111422 0 0 KEVIN BRENAN FORMER OFFICER(T3,SJHA) 257251 0 0 0 101877 0 17850 0 21517 0 398495 0 0 0 RICHARD HANSEN MD BOARD MEMBER (ESJ,T3) 336100 0 8209 0 498 0 6048 0 8618 0 359473 0 0 0 PAUL JUSTICE FORMER OFFICER (T3,SJHA) 0 169918 0 0 0 0 0 15546 0 10314 0 195778 0 0 JEFF LESESNE MD BOARD MEMBER (EHC) 205839 0 0 0 16661 0 0 16180 17226 220 239726 16400 0 0 CRAIG MCCOY BD MEMBER & CEO (SJHA) 295887 0 86482 0 1113 0 59653 0 20750 0 463885 0 0 0 GERARD MCGORISK MD BOARD MEMBER (TEC) 352895 0 74227 0 16523 18 0 16180 12069 7426 455714 23624 0 0 KENNETH MELBY MD FORMER BOARD MEMBER (SJHA) 412160 0 20375 0 432 0 5815 0 20707 0 459489 0 0 0 DOUGLAS MURPHY MD FORMER BOARD MEMBER (SJHA) 826029 0 192213 0 444 402 0 19720 21240 23 1039926 20145 0 0 SHERVIN OSKOUEI MD PHYSICIAN 532191 0 1069095 0 16261 0 0 16180 16893 208 1634440 16388 0 0 MARK RAPAPORT MD BOARD MEMBER (EMCF) 153625 454630 0 0 3161 51 0 23650 13333 6414 170119 484745 0 0 SCOTT SCHMIDLY BD MEMBER & CEO (SJHA) 387501 0 82424 0 1113 0 72900 0 21292 0 565230 0 0 0 MELINDA SIMON SECRETARY (EI) 0 173032 0 0 0 0 0 15631 0 1401 0 190064 0 0 JOHN THOMAS TILLMAN EXEC DIR(EI),FORM OFFICER (T3) 37998 183922 0 20000 0 0 0 20465 13021 5472 51019 229859 0 0 GREG ESPER MD FORMER BOARD MEMBER (TEC) 328627 0 29475 0 15996 0 0 16120 21781 220 395879 16340 0 0 CONSTANTINOS HADJIPANAYIS MD BOARD MEMBER (EHC) 375467 88596 103425 0 31054 12 0 18311 12380 5732 522326 112651 0 0 MARTIN G SANDA MD BOARD MEMBER (EMCF) 236367 231054 18500 70000 955 23 0 20538 10036 5470 265858 327085 0 0 CHARLES STALEY MD BOARD MEMBER (TEC) 326561 18458 40077 0 17944 28 0 16773 12152 7516 396734 42775 0 0 DAVID STEPHENS MD BOARD MEMBER (EMCF) 14723 485635 0 70500 207 26 0 23497 792 640 15722 580298 0 0 CLAIRE STERK BOARD MEMBER (EI) 0 557496 0 0 0 94880 0 22950 0 2720 0 678046 0 0 JOHN F SWEENEY MD BOARD MEMBER (EMCF) 266687 410688 27300 0 20636 28 0 18518 13247 7867 327870 437101 0 0 DAVID MARSHALL GUIDOT BOARD MEMBER (EHC) 2600 136704 0 6350 1077 0 0 11841 569 479 4246 155374 0 0 LEON HALEY JR BOARD MEMBER (EMCF) 7404 408896 0 0 961 0 0 20455 12968 10555 21333 439906 0 0 MINA AYAD JACOB MD PHYSICIAN 628535 0 525728 0 898 0 0 0 11848 0 1167009 0 0 0 SPERO G KARAS MD PHYSICIAN 468270 0 642103 0 16541 0 0 16060 17475 220 1144389 16280 0 0 SAGAR LONIAL MD BOARD MEMBER (EHC) 195353 120623 21616 0 17336 0 0 19651 723 1312 235028 141586 0 0 FORM 990, SCHEDULE J, PART I, QUESTION 1A FIRST CLASS OR CHARTER TRAVEL FOR ALL OFFICERS, DIRECTORS AND EMPLOYEES: FIRST CLASS TRAVEL IS NOT ALLOWED UNLESS IT IS THE ONLY SEAT AVAILABLE ON A REQUIRED FLIGHT OR IS A MEDICAL NECESSITY FOR THE EMPLOYEE. FORM 990, SCHEDULE J, PART I, QUESTION 1A HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: EMORY PROVIDES CERTAIN EXECUTIVES WITH TAXABLE COMPENSATION TO REIMBURSE THE EXPENSE OF MEMBERSHIP DUES AND APPROPRIATE INITIATION FEES FOR A SOCIAL OR COUNTRY CLUB USED FOR EMORY BUSINESS ENTERTAINMENT PURPOSES. CLUB DUES: DONALD I BRUNN $8,300 WRIGHT CAUGHMAN, MD $7,428 JOHN T FOX $6,594 CLAIRE STERK $3,850 FORM 990, SCHEDULE J, PART I, QUESTION 4B AND PART II SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: For purposes of retention, Emory University made a contribution of $216,400 to Wright Caughman's 457(f) deferred compensation account, which is not vested and is subject to a substantial risk of forfeiture. For purposes of retention, Emory made a contribution of $500,000 to John T. Fox's 457(f) deferred compensation account, which is not vested and is subject to a substantial risk of forfeiture. For purposes of retention, Emory University and Michael J. Mandl entered into a 457(f) deferred compensation agreement in 2008, pursuant to which Emory made an award of $547,000, which is not vested and is subject to a substantial risk of forfeiture, and which is reported ratably over seven years. CERTAIN EMORY UNIVERSITY EXECUTIVES PARTICIPATE IN A SUPPLEMENTAL RETIREMENT PLAN INTENDED TO MAKE UP FOR LIMITS ON COMPENSATION IN THE QUALIFIED RETIREMENT PLAN. WRIGHT CAUGMAN,MD $55,321 CLAIRE STERK $27,280 FORM 990, SCHEDULE J, PART I, QUESTION 6A COMPENSATION CONTINGENT ON NET EARNINGS: PHYSICIANS IN ONE SECTION OF THE EMORY CLINIC ARE ELIGIBLE TO PARTICIPATE IN A COMPENSATION PLAN, PURSUANT TO WHICH PART OF THEIR COMPENSATION IS TIED TO REVENUE IN EXCESS OF TARGET NET PATIENT SERVICE REVENUE. FORM 990, SCHEDULE J, PART I, LINE 3 CEO/EXECUTIVE DIRECTOR COMPENSATION: SEE SCHEDULE O DISCLOSURE ON DETERMINATION OF COMPENSATION. A DEVELOPMENT AUTHORITY OF FULTON COUNTY 581506878 359900TB3 2007-04-19 93515000 SEE PART VI true false false A 25000 0 93515000 0 0 0 953899 0 0 0 92561101 0 1998 false true true true A 0 A false false false true true true SEE PART VI 21.6 true true false 0 true false A false SCHEDULE K, PART I, COLUMN F TO ADVANCE REFUND SERIES 1998 BONDS. SCHEDULE K, PART IV, LINE 3B MERRILL LYNCH CAPITAL SERVICES, INC. SCHEDULE K, PART IV, LINE 2C APRIL 19, 2012 ORKIN INC DIR IS DIR OF PARENT CO 621967 PEST CONTROL SERVICES false GEORGIA POWER BOARD MEMBER IS TRUSTEE 28954963 UTILITY PROVIDER false JOHNSON JOHNSON BOARD MEMBER IS DIRECTOR 8519780 MEDICAL SUPPLIES false AMN HEALTHCARE INC BOARD MEMBER IS DIRECTOR 1621972 STAFFING & MANAGED SERVICES false WILLIAM CASTLE FAMILY MEMBER OF DIRECTOR 155020 EMPLOYEE OF EMORY UNIVERSITY false MICHAEL M JOHNS MD FAMILY MEM OF BD MEMBER 338040 EMPLOYEE OF EMORY UNIV&CLINIC false JOHN LAWLEY FAMILY MEMBER OF DIRECTOR 102000 EMPLOYEE OF EMORY UNIVERSITY false LESLIE LAWLEY MD FAMILY MEMBER OF DIRECTOR 200251 EMPLOYEE OF EMORY UNIV&CLINIC false RACHEL LAWLEY FAMILY MEMBER OF DIRECTOR 39990 EMPLOYEE OF EMORY UNIVERSITY false MEGAN LAWLEY FAMILY MEMBER OF DIRECTOR 54156 EMPLOYEE OF EMORY UNIVERSITY false DAVID GOLDSMITH FAMILY MEMBER OF DIRECTOR 54156 EMPLOYEE OF EMORY UNIVERSITY false CULLEN D MORRIS MD FAMILY MEM OF BD MEMBER 699691 EMPLOYEE OF EMORY UNIV&CLINIC false CAROLYN KATZEN MD FAMILY MEMBER OF DIRECTOR 256273 EMPLOYEE OF EMORY UNIV&CLINIC false GREGORY H CASARELLA FAMILY MEMBER OF DIRECTOR 19695 EMPLOYEE OF EMORY UNIVERSITY false CAROL B LEVY FAMILY MEMBER OF DIRECTOR 19367 EMPLOYEE OF EMORY UNIVERSITY false NORTH DECATUR ASSOCIATES LLC BOARD MEMBER IS DIRECTOR 203031 LEASE PROPERTY TO EMORY UNIV false SHABNAM JAIN FAMILY MEM OF FORMER DIR 201647 EMPLOYEE OF EMORY UNIVERSITY false JONATHON MILTON FAMILY MEM OF FORMER OFF 44930 EMPLOYEE OF EMORY HEALTHCARE false CHRISTOPHER RYAN JOWERS FAMILY MEM OF FORMER OFF 102538 EMPLOYEE OF EMORY UNIVERSITY false ASHLEY TEAL FAMILY MEM OF FORMER OFF 56631 EMPLOYEE OF EMORY UNIVERSITY false DEPUY DIR IS DIR OF PARENT CO 3365415 MEDICAL SUPPLIES false VISTAKON DIR IS DIR OF PARENT CO 32187 VISION CARE false MENTOR WORLWIDE LLC DIR IS DIR OF PARENT CO 443443 MEDICAL SUPPLIES false ACCLARENT DIR IS DIR OF PARENT CO 267446 MEDICAL SUPPLIES false GODDARD FUND BOARD MEMBER IS DIRECTOR 287383 INVESTMENT false KIRK ELIFSON FAMILY MEM OF BD MEMBER 196035 EMPLOYEE OF EMORY UNIVERSITY false KATHLEEN STEPHENS FAMILY MEM OF BD MEMBER 76989 EMPLOYEE OF EMORY UNIVERSITY false RESURGENS BOARD MEMBER IS DIRECTOR 469303 HEALTHCARE PROF SVC false WALTER BERGESON FAMILY MEMBER OF DIRECTOR 33673 EMPLOYEE OF EMORY UNIVERSITY false GROUP RETURN - GENERAL INFORMATION AND MISSION FORM 990, PAGE 1, LINE H(A) THE LIST BELOW SHOWS ALL THE ENTITIES INCLUDED IN THIS GROUP RETURN ALONG WITH THE CORRESPONDING ACRONYMS THAT WILL BE USED THROUGHOUT THIS RETURN: EMORY HEALTHCARE, INC. (EHC) (58-2137993) 1440 CLIFTON ROAD, NE WHSCAB SUITE 309 ATLANTA, GA 30322 THE EMORY CLINIC, INC. (TEC) (58-2030692) 1365 CLIFTON ROAD, NE ATLANTA, GA 30322 WESLEY WOODS CENTER OF EMORY UNIVERSITY, INC. (WWC) (58-1529366) 1821 CLIFTON ROAD, NE ATLANTA, GA 30322 EMORY MEDICAL CARE FOUNDATION, INC. (EMCF) (58-1537752) 1648 PIERCE DRIVE ATLANTA, GA 30322 EMORY INNOVATIONS, INC. (EI) (45-5372942) 201 DOWMAN DRIVE 101 ADMINISTRATION BUILDING ATLANTA, GA 30322 EMORY/SAINT JOSEPH'S, INC. (ESJ) (45-2721833) 1440 CLIFTON ROAD, NE WHSCAB, SUITE 309 ATLANTA, GA 30322 TRANSLATIONAL TESTING AND TRAINING LABORATORIES, INC. (T3) (80-0079841) 5673 PEACHTREE DUNWOODY ROAD SUITE 550 ATLANTA, GA 30342 SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC. (SJHA) (58-0566257) 5673 PEACHTREE DUNWOODY ROAD SUITE 550 ATLANTA, GA 30342 EMORY-CHILDREN'S CENTER, INC. (ECC) (58-2298500) 2015 UPPERGATE DRIVE NE ATLANTA, GA 30322 FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION THE MISSIONS OF EACH OF THE VARIOUS ENTITIES WITHIN THIS GROUP RETURN ARE LISTED BELOW: EHC IS THE CLINICAL ARM OF THE ROBERT W. WOODRUFF HEALTH SCIENCES CENTER OF EMORY UNIVERSITY, WHICH FOCUSES ON PATIENT CARE, EDUCATION OF HEALTH PROFESSIONALS, RESEARCH ADDRESSING HEALTH AND ILLNESS, AND HEALTH POLICIES FOR PREVENTION AND TREATMENT OF DISEASE. TEC'S MISSION IS TO PROVIDE PATIENT-FOCUSED SERVICE AND COMPASSIONATE SUPPORT WITH THE GOAL OF "MAKING PEOPLE HEALTHY." TEC ALSO SUPPORTS THE CLINICAL, TEACHING, AND RESEARCH MISSIONS OF THE ROBERT W. WOODRUFF HEALTH SCIENCES CENTER OF EMORY UNIVERSITY. WWC'S MISSION IS TO RESTORE AND PROMOTE THE HEALTH OF THE ELDERLY COMMUNITY BY PROVIDING MEDICAL SERVICES WHICH INCLUDE GERIATRIC INPATIENT, OUTPATIENT, AND RESIDENTIAL SERVICES. ALSO, WWC SERVES AS A COMMUNITY RESOURCE TO ENCOURAGE HEALTHY AGING. EMCF IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES, INCLUDING, WITHOUT LIMITATION, THE PROMOTION AND ADVANCEMENT OF PATIENT CARE, PROFESSIONAL MEDICAL SERVICES, MEDICAL EDUCATION, AND MEDICAL RESEARCH FOR THE BENEFIT OF COMMUNITY RESIDENTS INCLUDING, BUT NOT LIMITED TO INDIGENT RESIDENTS OF FULTON AND DEKALB COUNTIES, GEORGIA. EI IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES TO ENGAGE IN INNOVATIVE PROGRAMS AND ENTERPRISES TO SUPPORT EMORY UNIVERSITY'S GOALS. ESJ IS A JOINT VENTURE BETWEEN EMORY HEALTHCARE, INC. AND SAINT JOSEPH'S HEALTH SYSTEM, WHICH OWNS T3, SJHA, JOHNS CREEK HOSPITAL, AND SAINT JOSEPH'S MEDICAL GROUP. T3 IS A NON-PROFIT PRECLINCIAL RESEARCH INSTITUTE. RESEARCH IS PRIMARILY FOCUSED ON DEVELOPMENT OF MEDICAL DEVICES AND THERAPEUTICS. SJHA IS A COMMUNITY BASED HOSPITAL LOCATED IN SANDY SPRINGS, GEORGIA, WHICH IS LICENSED FOR 410 BEDS, INCLUDING 54 INTENSIVE CARE BEDS AND 188 GENERAL AND ACUTE CARE BEDS. ECC PROVIDES SPECIALTY MEDICAL CARE FOR PEDIATRIC PATIENTS. FORM 990, PART I, QUESTION 5 NUMBER OF EMPLOYEES: TEC AND ECC HAVE A COMMON PAYMASTER RELATIONSHIP FOR PAYROLL PURPOSES WITH EMORY UNIVERSITY (EIN 58-0566256). THE SALARIES OF TEC'S AND ECC'S EMPLOYEES ARE PAID BY EMORY UNIVERSITY, REPORTED ON EMORY UNIVERSITY'S FORMS 941, AND REIMBURSED BY TEC AND ECC. THEREFORE, THESE EMPLOYEES ARE REPORTED ON EMORY UNIVERSITY'S FORM 990. WWC, ESJ, T3, AND SJHA HAVE A COMMON PAYMASTER RELATIONSHIP FOR PAYROLL PURPOSES WITH EHC. THE SALARIES OF WWC, ESJ, T3, AND SJHA'S EMPLOYEES ARE PAID BY EHC, REPORTED ON EHC FORMS 941 AND REIMBURSED BY WWC, ESJ, T3, AND SJHA RESPECTIVELY. THEREFORE, THESE EMPLOYEES ARE REPORTED ON THE GROUP RETURN ALONG WITH EHC EMPLOYEES. THE STAFF MEMBERS OF EMCF AND EI ARE EMPLOYEES OF EMORY UNIVERSITY. THE SALARIES OF EMCF AND EI'S EMPLOYEES ARE PAID BY EMORY UNIVERSITY, REPORTED ON EMORY UNIVERSITY'S FORMS 941, AND REIMBURSED BY EMCF AND EI RESPECTIVELY. THEREFORE, THESE EMPLOYEES ARE REPORTED ON EMORY UNIVERSITY'S FORM 990. FORM 990, PART III, QUESTION 4 OTHER PROGRAM SERVICES: 4A: TEC IS THE MAJOR FACULTY PRACTICE PROGRAM OF THE EMORY UNIVERSITY SCHOOL OF MEDICINE AND IS A SEPARATE OPERATING UNIT OF EMORY HEALTHCARE, THE HEALTH CARE DELIVERY ARM OF EMORY UNIVERSITY. FOUNDED IN 1953 AS A FOR-PROFIT PARTNERSHIP OF 18 CLINICAL FACULTY MEMBERS, THE ORGANIZATION HAS GROWN OVER THE PAST 50+ YEARS TO NEARLY 1,200 CLINICIAN-TEACHERS AND CLINICIAN-SCIENTISTS. TEC SUPPORTS THE CLINICAL, TEACHING AND RESEARCH MISSIONS OF THE ROBERT W. WOODRUFF HEALTH SCIENCES CENTER OF EMORY UNIVERSITY, AS WELL AS PROVIDES A PATIENT BASE FOR CLINICAL SERVICE, TEACHING AND CLINICAL CARE TRIALS. IN 1992, TEC CONVERTED TO A 501(C)(3) NON-PROFIT CORPORATION CONSISTENT WITH MOST OTHER FACULTY PRACTICE PROGRAMS NATIONALLY. CHARITY CARE: TEC SERVES THE HEALTH CARE NEEDS OF PATIENTS FROM THE REGIONAL, NATIONAL AND INTERNATIONAL COMMUNITIES. DURING FISCAL YEAR 2014, TEC EXPERIENCED APPROXIMATELY 2.6 MILLION PATIENT ENCOUNTERS. IN THE SAME TIME PERIOD, TEC RENDERED $50 MILLION IN DIRECT CHARITY CARE, LARGELY FOR COMPLEX CARE (I.E., ORGAN TRANSPLANTATION, CANCER AND CARDIAC DISEASE). THIS CHARITY CARE ALSO INCLUDES SUPPORT FOR INDIVIDUALS WHO ARE UNINSURED AND DO NOT HAVE THE ABILITY TO PAY SOME OR ALL OF THE AMOUNTS DUE FOR THEIR CARE. COMMUNITY BENEFITS: AS A CORPORATE AND COMMUNITY CITIZEN, TEC HAS A COMMUNITY RESPONSIBILITY TO INCREASE AWARENESS OF HEALTH ISSUES AFFECTING THE COMMUNITY CITIZENS. PART OF TEC'S COMMITMENT TO THE MISSION OF EXCELLENCE IS IN RESPONDING TO THE HEALTH CARE NEEDS OF ATLANTA'S RESIDENTS. AN ACTIVE SPEAKER'S BUREAU, COMPRISED OF MEDICAL STAFF MEMBERS, INFORMS LOCAL BUSINESS AND CIVIC ORGANIZATIONS ABOUT VARIOUS HEALTH CARE TOPICS AND ISSUES. SUPPORT GROUPS OFFER RESOURCES FOR DEALING WITH SPECIFIC HEALTH PROBLEMS. THESE PROGRAMS ADDRESS MANY SPECIFIC GROUPS, INCLUDING SMOKERS WHO WANT TO QUIT, PEOPLE WHO HAVE SUFFERED LOSS, PROSTATE CANCER SURVIVORS AND THOSE WHO HAVE EXPERIENCED A TRANSPLANT, STROKE, SICKLE CELL DISEASE, OR PREMATURE INFANT LOSS. TEC STAFF MEMBERS ALSO SERVE AS SPOKESPERSONS IN SHAPING HEALTHCARE POLICY AT THE REGIONAL AND NATIONAL LEVEL BY ADVOCATING HEALTHY LIFESTYLES. 4B: EMORY/SAINT JOSEPH'S, INC. IS A JOINT OPERATING COMPANY THAT CONTROLS THE FOLLOWING ENTITIES: TRANSLATIONAL TESTING AND TRAINING LABORATORIES, INC. F/K/A SAINT JOSEPH'S TRANSLATIONAL RESEARCH INSTITUTE, INC., SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC., AND EHCA JOHNS CREEK, LLC. EMORY/SAINT JOSEPH'S, INC. IS CONTROLLED 51% BY EHC/JOC HOLDINGS, LLC, A SINGLE MEMBER LIMITED LIABILITY COMPANY WHICH HAS AS ITS SOLE MEMBER, EMORY HEALTHCARE, INC., AND 49% BY SJHS/JOC HOLDINGS, LLC, A SINGLE MEMBER LIMITED LIABILITY COMPANY WHICH HAS AS ITS SOLE MEMBER, SAINT JOSEPH'S HEALTH SYSTEM, INC. T3 IS A PRE-CLINICAL RESEARCH AND TRAINING INSTITUTE THAT HAS AS ITS MISSION THE TRANSLATION OF SCIENTIFIC DISCOVERIES INTO MODERN THERAPEUTICS FOR PATIENT CARE. SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC. HAS AS AN OPERATING DIVISION SAINT JOSEPH'S HOSPITAL, WHICH IS AN ACUTE CARE HOSPITAL LOCATED IN NORTH METRO ATLANTA. FOUNDED BY THE SISTERS OF MERCY IN 1880, SAINT JOSEPH'S HOSPITAL IS ATLANTA'S OLDEST HOSPITAL AND THE ONLY CATHOLIC HOSPITAL IN THE ATLANTA AREA. SAINT JOSEPH'S HOSPITAL IS RECOGNIZED AS A LEADING SPECIALTY-REFERRAL HOSPITAL IN GEORGIA AND ONE OF THE REGION'S PREMIER PROVIDERS OF CARDIAC, VASCULAR, AND ORTHOPAEDIC SERVICES. SAINT JOSEPH'S HOSPITAL ALSO OFFERS NEUROLOGIC, VASCULAR, GASTROINTESTINAL, RESPIRATORY, ORTHOPAEDIC, AND CANCER CARE, AMONG OTHER SPECIALTIES. THROUGHOUT ITS HISTORY, SAINT JOSEPH'S HOSPITAL HAS BEEN DEDICATED TO FURTHERING THE HEALING MINISTRY OF THE SISTERS OF MERCY BY PROVIDING COMPASSIONATE, CLINICALLY EXCELLENT HEALTH CARE IN THE SPIRIT OF THE LOVING SERVICE TO THOSE IN NEED, WITH SPECIAL ATTENTION TO THE POOR AND VULNERABLE AS DEMONSTRATED THROUGH ITS MISSION AND CORE VALUES. EHCA JOHNS CREEK, LLC HAS AS AN OPERATING DIVISION, EMORY JOHNS CREEK HOSPITAL, WHICH IS AN ACUTE CARE FACILITY LOCATED IN THE NORTH AREA OF METRO ATLANTA. EMORY JOHNS CREEK HOSPITAL SERVES THE CITY OF JOHNS CREEK AND THE SURROUNDING COMMUNITIES OFFERING A FULL RANGE OF SERVICES, INCLUDING EMERGENCY SERVICES STAFFED WITH BOARD-CERTIFIED EMERGENCY PHYSICIANS, SURGERY, CARDIOLOGY, ONCOLOGY, ADVANCED IMAGING CAPABILITIES AND INTENSIVE CARE. 4C: EMCF'S PROGRAM SERVICE EXPENSES REFLECT: THE COST TO PROVIDE SERVICES AND DISTRIBUTIONS TO EMORY UNIVERSITY SCHOOL OF MEDICINE IN ORDER TO ENABLE THE VARIOUS DEPARTMENTS TO FOCUS ON THE PROVISION OF PROFESSIONAL MEDICAL SERVICES, PROMOTING MEDICAL EDUCATION, AND FURTHERING MEDICAL RESEARCH TO SERVE THE COMMUNITY. 4D: OTHER PROGRAM SERVICES IN THIS TOTAL ARE FROM EHC, WWC, EI AND ECC. SEE ATTACHMENT 1. EMORY UNIVERSITY/WOODRUFF HEALTH SCIENCES CENTER COMMUNITY BENEFIT REPORT CAN BE FOUND ON THE WEB AT: HTTP://WHSC.EMORY.EDU/HOME/PUBLICATIONS/HEALTH-SCIENCES/COMMUNITY-BENEFITS -2014/INDEX.HTML FORM 990, PART IV, QUESTIONS 12A AND 12B INDEPENDENT AUDITED FINANCIAL STATEMENTS: ALL ENTITIES INCLUDED IN THIS GROUP RETURN (EHC, TEC, WWC, EMCF, EI, ESJ, T3, SJHA, ECC) ARE INCLUDED IN THE AUDITED FINANCIALS OF EMORY UNIVERSITY. A COPY OF EMORY UNIVERSITY'S AUGUST 31, 2014 AUDITED FINANCIALS IS ATTACHED TO THIS RETURN. THE GROUP RETURN DID NOT HAVE A SEPARATE INDEPENDENT AUDIT. FORM 990, PART VI, SECTION A, QUESTION 6 MEMBERS OR STOCKHOLDERS: ESJ HAS TWO MEMBERS - SJHS/JOC HOLDINGS, INC. AND EHC/JOC HOLDINGS, LLC T3 HAS ONE MEMBER - EMORY/SAINT JOSEPH'S, INC. SJHA HAS ONE MEMBER - EMORY/SAINT JOSEPH'S, INC. FORM 990, PART VI, SECTION A, QUESTIONS 7A AND 7B MEMBERS AND DECISIONS OF THE GOVERNING BODY: EHC: EHC ARTICLES AND BYLAWS MAY NOT BE AMENDED WITHOUT THE APPROVAL OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES OF EMORY UNIVERSITY, BASED ON THE RECOMMENDATION OF ITS ROBERT W. WOODRUFF HEALTH SCIENCES CENTER BOARD (THE "WOODRUFF BOARD"), A SUBCOMMITTEE OF THE EMORY UNIVERSITY BOARD OF TRUSTEES. IN ADDITION, EHC MAY NOT TAKE ANY OF THE FOLLOWING ACTIONS WITHOUT THE PRIOR APPROVAL OF THE EXECUTIVE COMMITTEE AND THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES OF EMORY UNIVERSITY, BASED ON THE RECOMMENDATION OF THE WOODRUFF BOARD: (1) ORGANIZE ANY SUBSIDIARY CORPORATION OR ENTER INTO ANY JOINT VENTURE OR PARTNERSHIP; (2) ADOPT A PLAN OF LIQUIDATION OR DISSOLUTION, OR FILE A VOLUNTARY PETITION IN BANKRUPTCY; (3) ENTER INTO ANY TRANSACTION PROVIDING FOR THE SALE, MORTGAGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF EHC; (4) ADOPT A PLAN OF REORGANIZATION, OR OF MERGER OR CONSOLIDATION WITH ANOTHER CORPORATION; (5) INCUR ANY SINGLE ITEM OF INDEBTEDNESS IN EXCESS OF $500,000; (6) ADOPT OR AMEND ANY LONG-RANGE PLAN; OR (7) ADOPT OR AMEND AN ANNUAL OPERATING BUDGET OR CAPITAL BUDGET OR MAKE ANY EXPENDITURES EXCEPT PURSUANT TO BUDGET OR EXPENDITURE POLICIES APPROVED BY EMORY UNIVERSITY. EHC IS ALSO REQUIRED TO DELIVER TO THE WOODRUFF BOARD AN ANNUAL REPORT OF THE FINANCIAL AFFAIRS OF EHC FOR THE PERIOD CONCERNED, INCLUDING A STATEMENT OF THE ASSETS AND LIABILITIES OF EHC, A STATEMENT OF THE RECEIPTS AND DISTRIBUTIONS OF EHC, A STATEMENT OF ITS THEN-CURRENT INVESTMENT PORTFOLIO AND SUCH OTHER INFORMATION AS THE DIRECTORS OF EHC OR THE TRUSTEES OF THE WOODRUFF BOARD DEEM APPROPRIATE AND HELPFUL. TEC: EHC BOARD OF DIRECTORS APPOINTS FOUR OF ITS DIRECTORS TO SERVE AS MEMBERS OF TEC BOARD OF DIRECTORS. IN ADDITION, THREE DIRECTORS SERVE BY VIRTUE OF THE OFFICE THEY HOLD AT EHC OR EMORY UNIVERSITY, AND TWO DIRECTORS ARE APPOINTED BY THE EXECUTIVE VICE PRESIDENT FOR HEALTH AFFAIRS OF EMORY UNIVERSITY. THE MEMBERS OF TEC BOARD OF DIRECTORS MUST APPROVE CERTAIN AMENDMENTS TO THE BYLAWS. WWC: THE BOARD OF DIRECTORS OF EHC ELECTS THE BOARD OF DIRECTORS OF WWC. IN ADDITION, THE FOLLOWING ACTIONS BY WWC REQUIRE THE APPROVAL OF THE BOARD OF DIRECTORS OF EHC: (1) THE DISSOLUTION, MERGER OR CONSOLIDATION OF THE CORPORATION; (2) THE AMENDMENT OF THE ARTICLES OF INCORPORATION; (3) THE SALE, LEASE OR EXCHANGE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; (4) THE OBLIGATION OF THE CORPORATION FOR ANY SINGLE ITEM OF INDEBTEDNESS IN EXCESS OF $500,000; AND (5) THE AMENDMENT OR REPEAL OF THE BYLAWS OF THE CORPORATION OR THE ADOPTION OF NEW BYLAWS OF THE CORPORATION. EMCF, T3, SJHA: THESE QUESTIONS ARE "NO" FOR EMCF, T3 AND SJHA. ECC: EHC BOARD OF DIRECTORS APPOINTS THREE OF ITS DIRECTORS TO SERVE AS MEMBERS OF ECC BOARD OF DIRECTORS. THE MEMBERS OF ECC BOARD OF DIRECTORS MUST APPROVE CERTAIN AMENDMENTS TO THE BYLAWS. EI: ARTICLES AND BYLAWS MAY NOT BE AMENDED WITHOUT THE APPROVAL OF THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES OF EMORY UNIVERSITY. IN ADDITION, EI MAY NOT TAKE ANY OF THE FOLLOWING ACTIONS WITHOUT THE PRIOR APPROVAL OF THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES OF EMORY UNIVERSITY: (1) ORGANIZE ANY SUBSIDIARY CORPORATION OR ENTER INTO ANY JOINT VENTURE OR PARTNERSHIP; (2) ADOPT A PLAN OF LIQUIDATION OR DISSOLUTION, OR FILE A VOLUNTARY PETITION IN BANKRUPTCY; (3) ENTER INTO ANY TRANSACTION PROVIDING FOR THE SALE, MORTGAGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; (4) ADOPT A PLAN OF REORGANIZATION, OR OF MERGER OR CONSOLIDATION WITH ANOTHER CORPORATION; (5) INCUR INDEBTEDNESS OR LINE OF CREDIT, OR MAKE A PURCHASE, IN EXCESS OF $1 MILLION; (6) ADOPT OR AMEND ANY LONG-RANGE PLAN; (7) ADOPT OR AMEND A BRANDING PLAN; (8) APPROVE EXECUTIVE SALARIES, WHICH SHALL BE APPROVED IN ADVANCE BY THE EMORY UNIVERSITY EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMMITTEE; (9) ENTER INTO ANY FINANCIAL INSTITUTION RELATIONSHIP; OR (10) MONETIZE INTELLECTUAL PROPERTY WITH AN EXPECTED VALUE IN EXCESS OF $1 MILLION. ESJ: ESJ HAS TWO MEMBERS - SJHS/JOC HOLDINGS, INC. AND EHC/JOC HOLDINGS, LLC. EHC/JOC HOLDINGS, LLC HAS THE RIGHT TO DESIGNATE AND MAINTAIN AT ALL TIMES A NUMBER OF THE DIRECTORS WHO CONSTITUTE A MAJORITY OF THE BOARD OF DIRECTORS OF ESJ (THE "EHC DIRECTORS"). SJHS/JOC HOLDINGS, INC. SHALL HAVE THE RIGHT TO DESIGNATE AND MAINTAIN AT ALL TIMES A NUMBER OF THE DIRECTORS THAT IS ONE (1) LESS THAN THE NUMBER OF EHC DIRECTORS. ESJ MUST RECEIVE PRIOR WRITTEN APPROVAL BY EACH MEMBER BEFORE UNDERTAKING ANY "MEMBER RESERVED MATTER." THE "MEMBER RESERVED MATTERS" INCLUDE THE FOLLOWING: (A) ANY FUNDAMENTAL CHANGE IN THE PURPOSES OF ESJ AS SET FORTH IN ARTICLE IV OF THE ARTICLES OF INCORPORATION, SECTION 1.3 OF THE BYLAWS, SECTIONS 2.3 THROUGH 2.6 OF THE MEMBERSHIP AGREEMENT BY AND AMONG SJHS/JOC HOLDINGS, INC., EHC/JOC HOLDINGS, LLC, ESJ AND EMORY HEALTHCARE, INC. (THE "MEMBERSHIP AGREEMENT") OR THE MISSION STATEMENT ATTACHED TO THE MEMBERSHIP AGREEMENT; (B) ANY AMENDMENT OR RESTATEMENT OF THE (I) CONTRIBUTION AGREEMENT BY AND BETWEEN SJHS/JOC HOLDINGS, INC., SAINT JOSEPH'S HEALTH SYSTEM, INC., EHC/JOC HOLDINGS, LLC AND EHC (THE "CONTRIBUTION AGREEMENT"); (II) MEMBERSHIP AGREEMENT; AND (III) MANAGEMENT AGREEMENT BY AND BETWEEN EHC AND ESJ (COLLECTIVELY, THE "JOINT OPERATING AGREEMENTS"); (C) ANY AMENDMENT, RESTATEMENT OR REPEAL OF THE ARTICLES OF INCORPORATION OR THE BYLAWS; (D) ANY CONTRIBUTION TO ESJ OF RIGHTS OR ASSETS, OTHER THAN AS CONTEMPLATED BY THE JOINT OPERATING AGREEMENTS; (E) ANY ENTRY INTO OR CONSUMMATION OF ANY MERGER, CONSOLIDATION, DISSOLUTION, SALE OR OTHER TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF ESJ OR ANY MATERIAL SUBSIDIARY OR ENTITY CONTROLLED BY ESJ, OR OTHER CHANGE IN CORPORATE FORM, THAT IN THE CASE OF ANY OF THE FOREGOING WOULD CONSTITUTE OR OTHERWISE RESULT IN A FUNDAMENTAL REORGANIZATION OF ESJ OR ANY MATERIAL SUBSIDIARY OR ENTITY CONTROLLED BY ESJ; (F) ANY ADMISSION OF ANY ADDITIONAL MEMBER TO ESJ, AND ANY CORRESPONDING CHANGES IN ANY MEMBER'S RESPECTIVE PERCENTAGE INTERESTS AS SET FORTH IN THE MEMBERSHIP AGREEMENT; (G) ANY CHANGE IN THE NAME, LOGO OR SERVICE MARK OF ANY FACILITY CONTRIBUTED TO ESJ BY SAINT JOSEPH'S HEALTH SYSTEM, INC., EHC OR ANY OF THEIR RESPECTIVE AFFILIATES (INCLUDING, FOR THE AVOIDANCE OF DOUBT, ANY FACILITY CONTRIBUTED PURSUANT TO THE CONTRIBUTION AGREEMENT), OTHER THAN AS CONTEMPLATED BY THE JOINT OPERATING AGREEMENTS; (H) ANY CLOSURE OF ANY FACILITY CONTRIBUTED TO ESJ BY SAINT JOSEPH'S HEALTH SYSTEM, INC., EHC OR ANY OF THEIR RESPECTIVE AFFILIATES (INCLUDING, FOR THE AVOIDANCE OF DOUBT, ANY FACILITY CONTRIBUTED PURSUANT TO THE CONTRIBUTION AGREEMENT), OTHER THAN AS CONTEMPLATED BY THE JOINT OPERATING AGREEMENTS. FORM 990, PART VI, SECTION B, QUESTION 11 PROCESS USED TO REVIEW FORM 990: PRIOR TO FINALIZATION OF THE RETURN, MANAGEMENT PROVIDED ACCESS TO A FINAL DRAFT OF THE FORM 990 TO ALL MEMBERS OF THE BOARD OF DIRECTORS OF EACH OF THE ORGANIZATIONS IN THE GROUP AND GAVE THEM AN OPPORTUNITY TO MAKE COMMENTS. MANAGEMENT UPDATED THE FORM 990 FOR ALL COMMENTS RECEIVED AND PROVIDED THE FINAL VERSION OF THE FORM 990 TO ALL MEMBERS OF EACH BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, QUESTION 12C CONFLICT OF INTEREST POLICY: THE GROUP'S CONFLICT OF INTEREST 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 RESPECTIVE BOARD OF DIRECTORS, AS NECESSARY. IF THE APPLICABLE CONFLICT OF INTEREST COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE CONFLICT OF INTEREST MAY MAKE A PRESENTATION TO SUCH BOARD OF DIRECTORS OR CONFLICT OF INTEREST COMMITTEE, BUT AFTER SUCH PRESENTATION, THE INDIVIDUAL MUST LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTED IN THE CONFLICT OF INTEREST. DURING THE FISCAL YEAR NONE OF THE DIRECTORS WITH RELATED BUSINESS INTERESTS VOTED ON BUSINESS DECISIONS INVOLVING THEIR COMPANIES. FORM 990, PART VI, SECTION B, QUESTION 15B DETERMINATION OF COMPENSATION: EHC, TEC, WWC, ESJ, T3, SJHA, ECC: EMORY UNIVERSITY HAS A COMMITTEE ON EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST (THE "COMMITTEE") COMPOSED OF NON-EMPLOYEE MEMBERS OF THE EMORY UNIVERSITY BOARD OF TRUSTEES. EACH YEAR, THE COMMITTEE REVIEWS MARKET DATA COMPILED BY INDEPENDENT CONSULTING FIRMS FROM COMPARABLE RESEARCH INSTITUTIONS FOR EACH POSITION IDENTIFIED AS A "DISQUALIFIED PERSON" FOR PURPOSES OF INTERMEDIATE SANCTIONS UNDER IRS REGULATIONS. THE COMMITTEE DISCUSSES THE PROPOSED COMPENSATION FOR EACH SUCH INDIVIDUAL IN THE CONTEXT OF THE MARKET DATA AND THE INDIVIDUAL'S PERFORMANCE AND CONTRIBUTION TO EHC, TEC, WWC, ESJ, T3, SJHA, ECC AND IT MAKES A DECISION REGARDING THE APPROPRIATENESS OF COMPENSATION AND ANY COMPENSATION INCREASE. THE DISCUSSIONS ARE DOCUMENTED IN THE COMMITTEE'S MINUTES BY A REPRESENTATIVE OF THE OFFICE OF THE GENERAL COUNSEL. OTHER SENIOR LEADERSHIP (CLINICAL DEPARTMENT CHAIRS, SERVICE CHIEFS AND SENIOR LEADERS) ARE ELIGIBLE TO PARTICIPATE IN FOUR INCENTIVE COMPENSATION PLANS THAT ARE BASED ON THE ORGANIZATION'S SATISFACTION OF TARGETS FOR FINANCIAL PERFORMANCE AND DEFINED INDIVIDUAL PERFORMANCE METRICS MEASURABLE GOALS. THESE PLANS (THE SENIOR EXECUTIVE INCENTIVE PLAN; THE CLINICAL DEPARTMENT CHAIRS PLAN; THE SENIOR MANAGEMENT INCENTIVE PLAN; AND THE CLINIC LEADERSHIP PLAN) ARE GOVERNED BY THE EXECUTIVE VICE PRESIDENT FOR HEALTH AFFAIRS AND THE CEO FOR EHC, AND REPORTED TO AND APPROVED BY COMMITTEE. THERE IS NO OVERLAP AMONG THESE FOUR PLANS. EMCF, EI: EMCF AND EI STAFF MEMBERS ARE EMPLOYEES OF EMORY UNIVERSITY. EMORY UNIVERSITY COMPENSATION POLICIES AND PRACTICES APPLY TO EMCF AND EI. FORM 990, PART VI, SECTION C, QUESTION 19 AVAILABILITY OF DOCUMENTS TO THE PUBLIC: GENERALLY, ENTITIES INCLUDED IN THE GROUP RETURN (EHC, TEC, WWC, EMCF, EI, ESJ, T3, SJHA, ECC) DO NOT MAKE THEIR GOVERNING DOCUMENTS OR THEIR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC ALTHOUGH THEY ARE AVAILABLE UPON REQUEST. HOWEVER, THEIR ARTICLES OF INCORPORATION ARE PUBLICLY AVAILABLE THROUGH GEORGIA'S SECRETARY OF STATE WEBSITE. THE GROUP'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE ANNUAL FORM 990 TAX RETURN. FORM 990, PART XI, LINE 5 OTHER CHANGES IN NET ASSETS CONSISTS OF: CUMULATIVE EFFECT OF CHANGE IN ACCOUNTING $(12,354,756) CHANGES IN RESTRICTED AND UNRESTRICTED FUNDS $20,072,096 . 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