WELLSTAR HEALTH SYSTEM INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
WELLSTAR HEALTH SYSTEM INC (EIN 58-1649541)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-05-13
IRS object ID
201321339349302087
Schema version
2011v1.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-13T11:46:37-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12001 MARKET ST SUITE 1700AddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19103ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN581649541EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1WELLSTAR HEALTH SYSTEM INCBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% JAMES M SWARTZInCareOfName
Name ControlWELLNameControl
Phone7707925023Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1805 SANDY PLAINS ROADSAddressLine1
CityMARIETTACity
StateGAState
ZIP Code300666340ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJames M SwarzName
TitleVP of AccountingTitle
Date Signed2013-05-10DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone2673303000Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonREYNOLD J JENNINGSNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1805 Sandy Plains RoadAddressLine1
CityMariettaCity
StateGAState
ZIP Code300666340ZIPCode
FieldValueIRS element (for citing)
Gross Receipts646769542GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.wellstar.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1994YearFormation
State Legal DomicileGAStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE CHARITABLE HEALTHCARE TO THE COMMUNITYActivityOrMissionDescription
Nbr Voting Members Governing Body18NbrVotingMembersGoverningBody
Nbr Independent Voting Members14NbrIndependentVotingMembers
Total Nbr Employees4591TotalNbrEmployees
Total Nbr Volunteers800TotalNbrVolunteers
Total Gross UBI374309TotalGrossUBI
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year551662318ProgramServiceRevenuePriorYear
Program Service Revenue CY612340835ProgramServiceRevenueCY
Investment Income Prior Year41013220InvestmentIncomePriorYear
Investment Income Current Year17029852InvestmentIncomeCurrentYear
Other Revenue Prior Year2990869OtherRevenuePriorYear
Other Revenue Current Year16450932OtherRevenueCurrentYear
Total Revenue Prior Year595666407TotalRevenuePriorYear
Total Revenue Current Year645821619TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year831081GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1467531GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year303447688SalariesEtcPriorYear
Salaries Etc Current Year347868896SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year1468183TotalFundrsngExpCurrentYear
Other Expense Prior Year154842868OtherExpensePriorYear
Other Expenses Current Year182732523OtherExpensesCurrentYear
Total Expenses Prior Year459121637TotalExpensesPriorYear
Total Expenses Current Year532068950TotalExpensesCurrentYear
Revenues Less Expenses Prior Year136544770RevenuesLessExpensesPriorYear
Revenues Less Expenses CY113752669RevenuesLessExpensesCY
Total Assets BOY1617727279TotalAssetsBOY
Total Assets EOY1902757167TotalAssetsEOY
Total Liabilities BOY592743679TotalLiabilitiesBOY
Total Liabilities EOY914279547TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1024983600NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY988477620NetAssetsOrFundBalancesEOY
Mission DescriptionTO CREATE AND DELIVER HIGH QUALITY HOSPITAL, PHYSICIAN AND OTHER HEALTHCARE RELATED SERVICES THAT IMPROVE THE HEALTH AND WELL-BEING OF THE INDIVIDUALS AND COMMUNITIES THAT WE SERVE.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense382021786Expense
Grants1467531Grants
Revenue612340835Revenue
DescriptionWELLSTAR HEALTH SYSTEM IS A VERTICALLY INTEGRATED HEALTH CARE DELIVERY SYSTEM WHICH PROVIDES THROUGH AFFILIATED BUSINESS ORGANIZATIONS A FULL SPECTRUM OF HEALTH SERVICES, INCLUDING WELLNESS PROGRAMS, PHYSICIAN OFFICE VISITS, OUTPATIENT CARE, INPATIENT CARE, AND POST-ACUTE SERVICES SUCH AS HOME HEALTH AND LONG TERM NURSING CARE. THE SYSTEM THROUGH ITS AFFILIATED BUSINESS ORGANIZATIONS OPERATES FIVE HOSPITALS(KENNESTONE, COBB, PAULDING MEDICAL, DOUGLAS AND WINDY HILL), MULTIPLE PHYSICIAN OFFICES, PRIMARY CARE CENTERS, OUTPATIENT CARE FACILITIES, A NURSING HOME AND OTHER HEALTH RELATED SERVICES INCLUDING TWO INPATIENT HOSPICE FACILITIES. THE SYSTEM IS SUPPORTED FINANCIALLY BY A FUND-RAISING ORGANIZATION, WELLSTAR FOUNDATION, INC. THE SERVICE AREA FOR THE SYSTEM ENCOMPASSES PARTS OF THE NORTHWESTERN SECTION OF THE STATE OF GEORGIA - THE PRIMARY AREA BEING IN BARTOW, CHEROKEE, COBB, DOUGLAS AND PAULDING COUNTIES. APPROXIMATELY 90% OF INPATIENT DISCHARGES AND OUTPATIENTS SERVED ARE FROM THE AFOREMENTIONED COUNTIES. THE WELLSTAR VISION IS TO DELIVER WORLD CLASS HEALTHCARE. OUR MISSION IS TO CREATE AND DELIVER HIGH QUALITY HOSPITAL, PHYSICIAN AND OTHER HEALTHCARE RELATED SERVICES THAT IMPROVE THE HEALTH AND WELL-BEING OF THE INDIVIDUALS AND COMMUNITIES WE SERVE. HISTORY ------- IN 1993, WHAT WAS THEN KNOWN AS THE COBB HEALTH SYSTEM, THE KENNESTONE REGIONAL HEALTH CARE SYSTEM, AND THE DOUGLAS GENERAL HOSPITAL AFFILIATED TO FORM THE NORTHWEST GEORGIA HEALTH SYSTEM. PAULDING MEMORIAL MEDICAL CENTER AFFILIATED WITH NORTHWEST GEORGIA HEALTH SYSTEM IN 1994. IN 1994, THE NORTHWEST GEORGIA HEALTH SYSTEM HELPED FORM THE PROMINA HEALTH SYSTEM AND CHANGED ITS NAME TO PROMINA NORTHWEST HEALTH SYSTEM. IN 1998, PROMINA NORTHWEST HEALTH SYSTEM CHANGED ITS NAME TO WELLSTAR HEALTH SYSTEM. WELLSTAR DISASSOCIATED FROM AND BECAME TOTALLY INDEPENDENT OF PROMINA IN 1999. WELLSTAR HEALTH SYSTEM IS A PARENT CORPORATION WHICH PROVIDES OVERALL COORDINATION INCLUDING GOVERNING BODY TO ITS SEVEN SUBORDINATE AFFILIATES: 1) COBB HOSPITAL, INC; 2) CHS FOUNDATION, INC (INVESTMENT MANAGEMENT); 3) DOUGLAS HOSPITAL INC; 4) KENNESTONE HOSPITAL, INC; 5) PAULDING MEDICAL CENTER, INC; 6) WELLSTAR FOUNDATION INC. AND 7)COMMUNITY ASSURANCE COMPANY, LTD. (A CAPTIVE SELF-INSURANCE ORGANIZATION). SERVICES -------- WELLSTAR HEALTH SYSTEM IS ABLE TO OFFER A FULL RANGE OF HEALTHCARE SERVICES THROUGH ITS AFFILIATES. THE SERVICES OFFERED INCLUDE BUT ARE NOT LIMITED TO: MOST MAJOR INPATIENT CLINICAL SERVICES, OUTPATIENT SERVICES, DIAGNOSTIC AND THERAPEUTIC SERVICES, ANCILLIARY AND SUPPORT SERVICES, URGENT CARE SERVICES AND HOME HEALTH SERVICES. THE SYSTEM INCLUDES A RESIDENTIAL FACILITY ON THE KENNESTONE HOSPITAL CAMPUS, CALLED ATHERTON PLACE. ARTHERTON PLACE ALSO HOUSES AN ASSISTED LIVING UNIT AS AN ADDITIONAL LEVEL OF CARE. THE FIVE HOSPITALS ARE ACUTE CARE FACILITIES WITH INPATIENT, OUTPATIENT, AND EMERGENCY SERVICES. PAULDING MEDICAL CENTER IS HOME TO A FULL CARE NURSING HOME, PAULDING NURSING CENTER. COBB HOSPITAL IS HOME TO A HOME HEALTH AGENCY AND A RESIDENTIAL HOSPICE FACILITY CALLED TRANQUILITY FOR THOSE PATIENTS IN THE END STAGES OF LIFE. KENNESTONE HOSPITAL ALSO OPENED A RESIDENTIAL HOSPICE FACILITY NOT FAR FROM ITS MAIN CAMPUS. THE SYSTEM IS COMPLIMENTED WITH APPROXIMATELY 85 PHYSICIAN PRACTICES AND SEVERAL URGENT CARE CENTERS. THE SYSTEM IS THUS ABLE TO PROVIDE A COMPLETE CONTINUUM OF CARE FOR THE COMMUNITY ITS SERVES. The following statements of community benefit and program service accomplishments represent system-wide activity for Wellstar Health System, Inc. (the "System") - EIN 58-1649541. All affiliated entities of the system except the Physician Hospital Organization (EIN 58-2116179) operate as charitable organizations consistent with the requirements of Internal Revenue Code Section 501(c)(3) and the "Community Benefit Standard" of IRS Revenue Ruling 69-545. The following excerpt from the audited financial statements identifies a broad overview of the charitable purpose for the System. "The System maintains records to identify and monitor the level of charity care it provides through its affiliates. These records include the amount of charges foregone for services and supplies furnished under its charity care policy. Charges foregone, based on established rates, totaled approximately $219.1 million and $343.8 million in 2011 and 2012 respectively. During 2010, the State of Georgia adopted into law the Provider Payment Agreement Act. The Act provides that each hospital shall be assessed a provider payment in the amount of 1.45% of net patient service revenue of the hospital based on the annual financial survey filed with the State of Georgia Department of Community Health and such payments be recognized as a community benefit. In fiscal 2012, Wellstar affiliate hospitals made $14.5 million in provider payments and recognized such payments as a reduction in net patient service revenue in the accompanying combined financial statements. The System also participates in certain governmental insurance programs, including Medicare and Medicaid. Under these programs, the System provides care to patients at payment rates which are determined by the Federal and State governments, regardless of the System's actual charges. In most cases, these programs pay the System at amounts which are less than its cost of providing services. The System offers many wellness and educational services at little or no cost to the community. Health fairs are held throughout the year at convenient locations, providing various health screenings, such as mammograms, blood pressure and cholesterol checks. A large number of educational programs are offered for all ages. These programs include bicycle safety, car seat safety, defensive driving, CPR and first-aid classes. Flu shots are available to the community during flu season. Health screenings, medical supplies, and immunizations are provided to children through local health departments and health fairs with System sponsorship in many cases. The costs of these services are included in operating expenses. The System promotes health education and activities for students, parents, and teachers through its Partner-in-Education programs. The physicians of the System make significant contributions to improve the health status of the community, including involvement in many community activities promoting health awareness and improvement, emergency room care, and delivery of care to the indigent population of the System's service area. The System also made significant contributions to the nursing program at a local university. This financial support has helped to grow the program, which benefits the System as well as the community. The System and all but one of its affiliates have been recognized as organizations exempt from Federal income tax under Internal Revenue Code Section 501 ( a ) as organizations described in Section 501(c)(3) and, therefore, related income is generally not subject to Federal or state income taxes. One of the System's affiliates is a controlled foreign corporation not subject to Federal income tax. The Physician Hospital Organization (EIN 58-2116179) is a taxable affiliate of the System and files IRS Form 1120 US Corporation Income Tax Return." Financial Data and Statistics (Services Provided System-Wide) Licensed Beds 1,321 Discharges 65,623 Newborn Deliveries 10,017 Emergency Room Visits 309,821 Pediatric ER Visits 37,770 Surgeries 43,447 Cath Lab/Pacemakers/EP 10,551 Non-ED O/P Radiology Procedures 301,026 Medical Group Visits 1,330,778 COMMUNITY BENEFITS ------------------ Wellstar Health System participates and collaborates with patients and residents in meeting health needs and improving the overall quality of life in the community. This is especially important in responding to the needs of the underserved regardless of the system's ability to generate a positive margin. Some services would possibly be discontinued if based on a purely financial basis. The following are some examples of the system's services that provide community benefits (and a monetary value of those benefits if known). Clinics Wellstar is affiliated with several clinics which provide free or discounted health services to persons who cannot afford to pay or those who are not expected to pay. During FY2012 as in the prior year the clinics at Kennestone and Cobb Hospitals experienced a combined total of 9,000 patient visits at a cost of $3.2 million. Some of the Wellstar physicians provide services in these clinics. One of Wellstar's own physicians, Dr Jose Rodriquez of the Wellstar Kennestone Pediatrics Associates, was recognized by a local business periodical for his volunteer work outside his normal work with Wellstar. He worked with a local organization to strengthen Hispanic families; taught a 10-week parenting class for the Hispanic community; and coordinated an annual meningococal vaccination program for over 600 area Hispanic high school seniors. CDescription
Total Program Service Expense382021786TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetstrueReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficetrueForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationtrueBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MembertrueBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntitytrueDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees4591NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccounttrueForeignFinancialAccount
Name Of Foreign CountryCJNameOfForeignCountry
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members18NbrVotingGoverningBodyMembers
Number Independent Voting Members14NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturetrueInvestmentInJointVenture
Written Policy Or ProceduretrueWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledGAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonJAMES M SWARTZNamePerson
Telephone Number7707925023TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1805 SANDY PLAINS ROADAddressLine1
CityMARIETTACity
StateGAState
ZIP Code300666340ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (71 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
RANDALL BENTLEY SR
TRUSTEE- CHAIRMAN1.0X1676900
ROBERT N CROSS MD
TRUSTEE1.0X427200
TE RUSTY DURHAM
TRUSTEE5.0X3644301430
DAVID HAFNER MD
BOARD MEMBER EX OFFICIO1.0X1776900
THOMAS E GEARHARD MD
TRUSTEE50.0X441387030593
OTIS BRUMBY III
TRUSTEE1.0X23740
JANIE MADDDOX
TRUSTEE VICE CHAIR1.0X1563400
STEVEN W OWEIDA MD
TRUSTEE1.0X1694600
TOM PHILLIPS
TRUSTEE1.0X616500
WALTER G ROBINSON
TRUSTEE1.0X395400
CONNIE KIRK
TRUSTEE1.0X467500
W ALLEN SEPARK
TRUSTEE1.0X809500
T FITZ JOHNSON
TRUSTEE1.0X373000
GARY A MILLER
TRUSTEE1.0X174200
JEFFREY THARP MD
TRUSTEE50.0X508542031417
CHARLES WOOD
TRUSTEE1.0X1302500
CHARLES JONES
TRUSTEE1.0X1258000
AVRIL BECKFORD MD
TRUSTEE50.0X398842021377
REYNOLD J JENNINGS
President & CEO50.0348685014385X
RONALD J STRACHAN
SR VP/CIO50.0472358024507X
BARBARA COREY
SR VP MANAGED CARE50.0345736022861X
DAVID W ANDERSON
EXEC VP HR/OL/CCO50.0503600029075X
KIMBERLY MENEFEE
SR VP PUBLIC & GOVT AFFAIRS50.0325382022343X
LOU LITTLE
VP POST ACUTE SRVCS & HOSP ADM2.0028671924608X
T MARK HANEY
Sr VP and Hosp Administrator2.0033185524165X
CLARENCE H EVINS
VP REV CYCLE MGMT50.0250193018352X
CHRISTOPHER M KANE
SR VP STRATEGIC PLANNING50.0396107027207X
LEE RANDOLPH COOK
SR VP & ADMINISTRATOR2.0033676523660X
ROBERT MANDLER
VP DIAGNOSTIC OUTREACH50.0266979018768X
CANDICE L SAUNDERS
SR VP ADMINISTRATOR2.0045324028738X
A JAMES BUDZINSKI
Exec VP and CFO50.0932621048453X
TRACEY ATWATER
VP & FOUNDATION PRES.50.0251195020742X
DON CAMPBELL MD
SR VP PHYSICIAN EDUCATION50.0599439033540X
MARCIA DELK
SR VP MED AFFAIRS/CQO50.0420637032831X
CAROL B MAXWELL
VP Human Resources Operations50.08651804350X
KENNETH C KUNZE MD
SR VP CHIEF MEDICAL OFFICER50.0698966035591X
BRUCE DEAN
VP REAL ESTATE & ASST GEN COUN50.0282753022320X
JONATHAN B MORRIS MD
Sr VP & CIO50.0416394027823X
MICHAEL GRAUE
EXEC VP COO50.0680247043271X
ANTHONY M TRUPIANO
Sr VP Supply Chain50.0284073016516X
ELLEN LANGFORD
VP & COO Medical Group50.0275321014655X
CRAIG OWENS
SR VP & ADMIN2.0031757822294X
ROBIN WILSON MD
Sr VP Performance Innovation50.0506787032116X
JOSEPH L BRYWCZYNSKI
Sr VP Health Parks Admin50.0311785019612X
ELIZABETH A HOFFMANN
VP Budget & Analysis50.0233775011530X
RICHARD T LOPES MD
Sr VP & President Medical Grp50.0757815036938X
JAMES M SWARTZ
VP Accounting50.0217871014937X
MARY L WESLEY
Sr VP Nursing Services & CNE50.0457717021831X
BARBARA G BALLARD
VP HOMECARE & HOSPICE50.0259113022697X
CAROL S EDWARDS
VP CARDIAC SERVICES50.0325593020146X
ROBERT D JANSEN MD
Exec VP & Pres Medical Group50.0509124026667X
BETH KOST
VP COMPLIANCE/CH PRIVACY OFFR50.0269763017725X
C BRETT SCULLEN
VP PULMONOLOGY OPERATIONS50.018862708053X
ADAM C THOMPSON
VP SURGERY50.0185584010535X
LEO E REICHERT
EXEC VP & GENERAL COUNSEL50.0623353036099X
DEBORAH ROEGGE DE VITA
VP WOMEN'S & NEWBORN SERVICES50.017036907541X
MARY L TAVERNARO
VP HUMAN RESOURCES OPERATIONS50.0224515015552X
Kem Mullins
Sr VP & Hospital Administrator2.0000X
CHESTER ZBOROWSKI
VP Health Park Operations50.0000X
VALERY AKOPOV
VP Chief of Hospitalists Serv50.0000X
BARRY MANGEL MD
Chief of Cardiology50.0711014045669X
WILLIAM MAYFIELD MD
Chief of Surgery50.0964640048192X
PERRY BUSBEE MD
CHIEF OB-GYN OFFICER50.0396844029882X
ALAN MUSTER MD
CHIEF PULMONARY OFFICER50.0559207032535X
William Benedict Jr MD
Physician50.0937411041807X
Abdul Sheikh MD
Physician50.0762481043014X
Adam Lourie MD
Physician50.0747886046395X
Michael Hardee MD
Physician50.0746098045332X
Narendra Kanuru MD
Physician50.0750805034047X
GREGORY L SIMONE MD
CEO248936013892X
BONNIE WILSON
EXEC VP & GENERAL COUNSEL244138013763X
FieldValueIRS element (for citing)
Total Reportable Comp From Org21661399TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1726157TotalReportableCompFrmRltdOrgs
Total Other Compensation1382379TotalOtherCompensation
Number Individuals GT100 K512NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
McKESSON INFORMATION SOLUTIONS
POBOX 98347CHICAGOIL606938347INFORMATION TECH SRV7160945
MINDPOWER INC
337 GEORGIA AVENUEATLANTAGA30312MARKETING2857641
GREEN AND SAPP LLP
1827 POWERS FERRY RD BLDG 4ATLANTAGA30339LEGAL SERVICES2469943
CHAMBERLIN EDMONDS AND ASSOCIATES
PO BOX 572490MURRAYUT841572490COLLECTION SERVICE2419402
HARKINS AND HENRY LAW OFFICES
4901 OLDE TOWNE PKWY 300MARIETTAGA30068LEGAL SERVICES2083509
FieldValueIRS element (for citing)
Number Of Contractors GT100 K134NumberOfContractorsGT100K
Total Contributions0TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
PATIENT REVENUE621990224892662224892662
EQUITY IN EARNINGS OF HOSP AFFILIATES621990171368037171368037
COBB COUNTY DETENTION CENTER62199029553702955370
SHARED SERVICES COSTS RECOUPMENT621990200335182200335182
WELLNESS CENTER62140022905312290531

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column10499053TotalRevenueColumn
Related Or Exempt Function Income10499053RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue612340835TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column17977775TotalRevenueColumn
Exclusion$17,977,775ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real889835Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real889835Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column889835TotalRevenueColumn
Exclusion$889,835ExclusionAmount

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Other947923Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Other-947923Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-947923TotalRevenueColumn
Exclusion-$947,923ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
LAUNDRY812300288080288080
DISTRIBUTION FEES4930008622986229
CHILDCARE REVENUE1613039$1,613,039

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column13573749TotalRevenueColumn
Exclusion$13,573,749ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue15561097TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column645821619TotalRevenueColumn
Related Or Exempt Function Income612340835RelatedOrExemptFunctionIncome
Unrelated Business Revenue374309UnrelatedBusinessRevenue
Exclusion$33,106,475ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total817229Total
Program Services817229ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total650302Total
Program Services650302ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total17758621Total
Program Services13878137ProgramServices
Management And General3629290ManagementAndGeneral
Fundraising251194Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total274311962Total
Program Services216741725ProgramServices
Management And General56918005ManagementAndGeneral
Fundraising652232Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total20050992Total
Program Services14494470ProgramServices
Management And General5477905ManagementAndGeneral
Fundraising78617Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total18211892Total
Program Services15866489ProgramServices
Management And General2265762ManagementAndGeneral
Fundraising79641Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total17535429Total
Program Services14477641ProgramServices
Management And General2991918ManagementAndGeneral
Fundraising65870Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total873920Total
Management And General873920ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total1127287Total
Program Services677577ProgramServices
Management And General449710ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total44662909Total
Program Services25195941ProgramServices
Management And General19273441ManagementAndGeneral
Fundraising193527Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total8864404Total
Program Services1523553ProgramServices
Management And General7256215ManagementAndGeneral
Fundraising84636Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total6595760Total
Program Services4954128ProgramServices
Management And General1635736ManagementAndGeneral
Fundraising5896Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total19950649Total
Program Services18222965ProgramServices
Management And General1716955ManagementAndGeneral
Fundraising10729Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total2251459Total
Program Services1420754ProgramServices
Management And General819070ManagementAndGeneral
Fundraising11635Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total2261746Total
Program Services666329ProgramServices
Management And General1582608ManagementAndGeneral
Fundraising12809Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total14153121Total
Management And General14153121ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total29753762Total
Program Services21302422ProgramServices
Management And General8432452ManagementAndGeneral
Fundraising18888Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total20176890Total
Program Services5520927ProgramServices
Management And General14655963ManagementAndGeneral

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
REPAIRS & MAINTENANCE18126785129023495224436
MEDICAL SUPPLIES113507201127205578665
OTHER OPERATING EXPENSES2583111143679311438092509

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total532068950Total
Program Services382021786ProgramServices
Management And General148578981ManagementAndGeneral
Fundraising1468183Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY47641BOY
EOY25721EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY21586577BOY
EOY43403744EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY29736597BOY
EOY25624716EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY5048749BOY
EOY5338290EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY20755113BOY
EOY35591042EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis416611758LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec241984908LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY113123991BOY
EOY174626850EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY725275891BOY
EOY825702343EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY29719477BOY
EOY38968059EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY672433243BOY
EOY753476402EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1617727279BOY
EOY1902757167EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY63043520BOY
EOY76498138EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY339767680BOY
EOY506734185EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY1707717BOY
EOY434708EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY188224762BOY
EOY330612516EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY592743679BOY
EOY914279547EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1013738745BOY
EOY980505777EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY7544640BOY
EOY4176650EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY3700215BOY
EOY3795193EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1024983600BOY
EOY988477620EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1617727279BOY
EOY1902757167EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses113752669ReconcilationRevenueExpenses
Reconcilation Other Changes-150258649ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type2XSupportingOrg509a3Type2
Certification CheckboxXCertificationCheckbox
Contrib By Controlling IndividualfalseContribByControllingIndividual
Contribution By Related PartyfalseContributionByRelatedParty
Contrib By35 Controlled EntityfalseContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation (4 entries)

EINEINType Of OrganizationTypeOfOrganizationListed In Governing DocListedInGoverningDocSupported Organization NotifiedSupportedOrganizationNotifiedOrganized In USOrganizedInUSAmountAmount
COBB HOSPITALINC
58096838203truetruetrue$57,415,395
PAULDING MEDICAL CENTER INC
58209588403truetruetrue$10,188,030
KENNESTONE HOSPITAL INC
58203290403truetruetrue$113,513,078
DOUGLAS HOSPITALINC
58202675003truetruetrue$19,218,679
FieldValueIRS element (for citing)
Total Number Of Supported Orgs4TotalNumberOfSupportedOrgs
Sum Of Amounts200335182SumOfAmounts

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
VolunteerstrueVolunteers
Paid Staff Or ManagementtruePaidStaffOrManagement
Media AdvertisementstrueMediaAdvertisements
Media Advertisements$7,500MediaAdvertisementsAmount
Mailings MemberstrueMailingsMembers
Mailings Members$2,500MailingsMembersAmount
Publications Or BroadcasttruePublicationsOrBroadcast
Publications Or Broadcast$1,000PublicationsOrBroadcastAmount
Grants Other OrganizationstrueGrantsOtherOrganizations
Grants Other Organizations$135,215GrantsOtherOrganizationsAmount
Direct Contact LegislatorstrueDirectContactLegislators
Direct Contact Legislators$146,638DirectContactLegislatorsAmount
Rallies DemonstrationstrueRalliesDemonstrations
Rallies Demonstrations$395RalliesDemonstrationsAmount
Other ActivitiestrueOtherActivities
Other Activities$152,514OtherActivitiesAmount
Total Lobbying Expenditures IIB445762TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierOther Lobbying ExpensesIdentifier
Return ReferenceForm 990 Schedule C Part IVReturnReference
ExplanationDuring the reporting period Wellstar Health System, Inc. held a retainer for a local firm to provide professional services for community related activities including support in community benefit reporting and legislative healthcare initiatives affecting the system hospitals. Wellstar is also a party to several healthcare related coalitions that protect the interests of all member hospitals.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance4416000BeginningOfYearBalance
Contributions78000Contributions
Investment Earnings Or Losses-40000InvestmentEarningsOrLosses
Other Expenditures-168000OtherExpenditures
End Of Year Balance4622000EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance3810000BeginningOfYearBalance
Contributions24000Contributions
Investment Earnings Or Losses-70000InvestmentEarningsOrLosses
Other Expenditures652000OtherExpenditures
End Of Year Balance3112000EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance3578000BeginningOfYearBalance
Contributions19000Contributions
Investment Earnings Or Losses-8000InvestmentEarningsOrLosses
Other Expenditures221000OtherExpenditures
End Of Year Balance3368000EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance3013000BeginningOfYearBalance
Contributions615000Contributions
Investment Earnings Or Losses20000InvestmentEarningsOrLosses
Other Expenditures-70000OtherExpenditures
End Of Year Balance3718000EndOfYearBalance
FieldValueIRS element (for citing)
LandLand
BuildingsBuildings
Leasehold ImprovementsLeaseholdImprovements
EquipmentEquipment
Other Land BuildingsOtherLandBuildings

Other Assets OtherAssets (4 entries)

DescriptionDescriptionBook ValueBookValue
UNAMORTIZED BORROWING COSTS5241682
OTHER RECEIVABLES6090081
OTHER PREPAIDS1875390
EQUITY IN AFFILIATES740269249
FieldValueIRS element (for citing)
Total Book Value Other Assets753476402TotalBookValueOtherAssets
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (6 entries)

DescriptionDescriptionAmountAmount
ACCRUED PENSION LIABILITY$224,999,870
OTHER LONG TERM LIABILITIES$17,699,056
INSURANCE RESERVES$65,814,363
UNCLAIMED PROPERTY (ALLOCATED)$1,011,237
ASSET RETIREMENT OBLIGATION LT$693,056
SWAP CONTRACT 2005 ISSUE LT LIAB$20,394,934
FieldValueIRS element (for citing)
Total Of Amounts330612516TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Endowment FundsForm 990 Schedule D Part V Line 4The endowment funds held on Wellstar Health System are intended to be held in perpetuity and the earnings thereon are to be used for financial assistance for patients in the Wellstar Hospice Program. All funds were expended during the fiscal year for the Wellstar Hospice Program and a new inpatient Hospice facility at Kennestone Hospital
SCHEDULE D PART X, LINE 2 TAX LIABILITYThe following footnote from the WellStar Health System and Affiliates audited financial statements details the income tax position for the reporting period: "WellStar and all but one of its affiliates have been recognized as exempt from Federal income tax under Internal Revenue Code Section 501 (a) as organizations described in Section 501 (c)(3) and, therefore, related income is generally not subject to Federal or state income taxes. CAC is a controlled foreign corporation not subject to Federal Tax. WellStar applies FASB ASC 740, Income Taxes, which addresses accounting for uncertainties in income tax positions. It also provides guidance on when tax positions are recognized in an entity's financial statements and how the values of these positions are determined. There is no impact on WellStar's combined financial statements as a result of the application of ASC 740."

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedfalseRecordsMaintained

Recipient Table RecipientTable (24 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
American Cancer Society
1825 Barrett Lakes Blvd Suite 280KennesawGA30144131623888501 (c) (3)56405Sponsor Fundraiser
American Heart Association
1101 Northchase Parkway Suite 1MariettaGA30067580198114501 (c) (3)50000Sponsor Fundraiser
Cherokee County Chamber of Commerce
PO Box 4998CantonGA30114582487501501 (c) (6)11650Sponsor Fundraiser
Cobb Chamber of Commerce
PO Box 671868MariettaGA30006582487501501 (c) (6)34350Sponsor Fundaraiser
GA Highlands College Foundation
3175 Cedartown HighwayRomeGA30161237332373501 (c) (3)252724Student Affiliation Agree/LPN/RN
Georgia Ballet
1255 Field ParkwayMariettaGA30066581420599501 (c) (3)10000Contribution
March of Dimes
1775 The Exchange Suite 515AtlantaGA30339131846366501 (c) (3)40000Sponsor Fundraiser
MUST Ministries
PO Box 1717MariettaGA30061582034725501 (c) (3)30000Sponsor Fundraiser
Paulding County Chamber of Commerce
455 Jimmy Campbell PkwyDallasGA301326600Sponsor Fundraiser
The Center for Family Resources
995 Roswell St Suite 100MariettaGA30060580876634501 (c) (3)25000Sponsor Fundraiser
Tommy Nobis Foundation
1480 Bells Ferry RdMariettaGA30060582080817501 (c) (3)50000Sponsor Fundraiser
YWCA of Northwest Georgia
48 Henderson StMariettaGA30064580617782501 (c) (3)20000Sponsor Fundraiser
Chattahoochee Tech College Foundation
980 South Cobb DriveMariettaGA30060581684206501 (c) (3)32500Grant for Agreement with school
United Way Cobb County
995 Roswell Rd Suite 338MariettaGA30060580566194501 (c) (3)50000Contribution
Rotary Club of East Cobb
PO Box 72081MariettaGA30007581654204501 (c) (3)7500Sponsorship
Renovacion Conyugal
PO Box 146AcworthGA30101352166123501 (c) (3)5500Sponsorship
Susan G Komen for the Cure Atlanta
4840 Roswell Road Bldg D Suite 100AtlantaGA30342581959763501 (c) (3)7500Sponsorship of Race for Cure
Cobb County Safety Village Foundation
100 Cherokee StMariettaGA3009026028028625000Sponsorship
Cobb Library Foundation
266 Roswell StreetMariettaGA30060542099875501 (c) (3)7500Sponsor Fundraiser
Community Foundations of Paulding Inc
455 Jimmy Campbell PkwyDallasGA30132200065698501 (c( (3)20000Sponsor Economic Development
Georgia Symphony Orchestra
PO Box 791MariettaGA30061237013882501 (c) (3)20000Sponsor Fundraiser
SafeKids Cobb County
1650 County Services ParkwayMariettaGA30008581936575501 (c) (3)10000Sponsor Fundraiser
United Arts of Cobb
307 North Marietta PkwyMariettaGA30060205909579501 (c) (3)15000Sponsor Fundraiser
Metro Atlanta Voter Education Network
250 Williams St Suite 2332AtlantaGA30303273598557100000Contribution
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants21TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations23TotalNbrOfOtherOrganizations

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Travel For CompanionsXTravelForCompanions
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Discretionary Spending AccountXDiscretionarySpendingAccount
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E ExpensesfalseWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymenttrueSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentstrueAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (52 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
THOMAS E GEARHARD MD
249303018423007854023371072220471980000
JEFFREY THARP MD
3083370893050110900026140052770539959000
GREGORY L SIMONE MD
2489360000010168037240262828000
AVRIL BECKFORD MD
261712049363087767021377000420219000
REYNOLD J JENNINGS
3393460009339014385000363070000
RONALD J STRACHAN
2671450494640155749022279022280496865000
BARBARA COREY
276741058195010800019361035000368597000
DAVID W ANDERSON
3880780100027015495025522035530532675000
KIMBERLY MENEFEE
258803054544012035018482038610347725000
LOU LITTLE
022497505094401080001697807630031132700
T MARK HANEY
026228905584801371801881005355035602000
CLARENCE H EVINS
191938029473028782014197041550268545000
CHRISTOPHER M KANE
318290066617011200021485057220423314000
LEE RANDOLPH COOK
027668804802601205101898004680036042500
ROBERT MANDLER
206312031122029545014907038610285747000
CANDICE L SAUNDERS
035832707887901603402380004938048197800
A JAMES BUDZINSKI
4644910454394013736043675047780981074000
TRACEY ATWATER
20878403341608995015080056620271937000
DON CAMPBELL MD
3146010641270220711029646038940632979000
MARCIA DELK
3373600715290117480225720102590453468000
KENNETH C KUNZE MD
5690020118114011850033824017670734557000
BRUCE DEAN
20164107201709095016148061720305073000
William Benedict Jr MD
612409031912405878038896029110979218000
Abdul Sheikh MD
407034034935806089036523064910805495000
Adam Lourie MD
4033580337866066620359040104910794281000
Michael Hardee MD
404088033610705903035841094910791430000
Narendra Kanuru MD
410668033347506662031136029110784852000
JONATHAN B MORRIS MD
2679970136358012039022332054910444217000
MICHAEL GRAUE
5274270138784014036033360099110723518000
ANTHONY M TRUPIANO
23797203664109460016516000300589000
ELLEN LANGFORD
18645208016908700011975026800289976000
CRAIG OWENS
024721505911301125001821904075033987200
ROBIN WILSON MD
29089002057970101000213940107220538903000
BARRY MANGEL MD
18764609831504250530349470107220756683000
WILLIAM MAYFIELD MD
456216022381902846050448980329401012832000
JOSEPH L BRYWCZYNSKI
249445051540010800017759018530331397000
ELIZABETH A HOFFMANN
1944720306030870009763017670245305000
RICHARD T LOPES MD
563490098330095995035223017150794753000
JAMES M SWARTZ
1801800289910870009268056690232808000
MARY L WESLEY
2951740151203011340018920029110479548000
BARBARA G BALLARD
21887003152308720014225084720281810000
CAROL S EDWARDS
260780029770035043018289018570345739000
ROBERT D JANSEN MD
346951098895063278021176054910535791000
BETH KOST
22563003543308700015958017670287488000
C BRETT SCULLEN
159623020304087000783702160196680000
ADAM C THOMPSON
1521260241580930007783027520196119000
PERRY BUSBEE MD
1856130612780149953021660082220426726000
ALAN MUSTER MD
2969700372610224976028255042800591742000
LEO E REICHERT
4387160168080016557028317077820659452000
DEBORAH ROEGGE DE VITA
119681000506880704804930177910000
MARY L TAVERNARO
19101502710806392013871016810240067000
BONNIE WILSON
2441380000010168035950257901000

Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
NON-FIXED PAYMENTS TO OFFICERSFORM 990 SCHEDULE J LINE 7Wellstar has instituted an annual incentive plan for key leaders in the company. On an annual basis performance measures are proposed by management and recommended and approved by the compensation committee of the Board. The plan is designed to retain and reward leaders with incentives that keep them competitive with the market and comparable health systems. The criteria used to measure the performance consists of weighted factors in the areas of financial performance, customer service, employee engagement and quality indicatiors. Upon successful acheivement at various targeted levels for each factor an overall performance payout is recommended and approved by the Board after the annual financial audit is completed.
SEVERANCE PAYMENTSPursuant to their respective employment agreements, the following groups of officers are entitled to severance payments based on their base salary and wages at that time in the event of certain identified circumstances. The officers with a severance payment period of 24 months as per their contractual agreement are: David Anderson Reynold Jennings The officers with a severance payment period of 18 months as per their respective agreements are: Joseph Brywczynski A James Budzinski Donald Campbell MD Randy Cook Barbara Corey Marcia Delk MD Michael Graue T Mark Haney Bruce Harrison Robert Jansen MD Christopher Kane Kenneth Kunze MD Lou Little Richard Lopes MD Kimberly Menefee Jonathan Morris MD, Craig Owens Leo E Reichert Candice L Saunders Ron Strachan Anthony M Trupiano Mary L Wesley Robin Wilson MD The officers with a severance payment period of 12 months as per their agreement: Tracy Atwater Barbara Ballard Bruce Dean Carol Edwards Darold Etheridge Lee Evins Elizabeth Hoffmann Beth Kost Ellen Langford Robert Mandler Carol Maxwell Deborah Roegge DeVita C Brett Scullen James Swartz Mary L Tavernaro Adam Thompson During the calendar year, the following individuals received a payout in the amounts listed in accordance with their severance agreements as set forth above: Bruce Harrison $21,897 Gregory L Simone $248,936 Bonnie Wilson $244,138
OTHER COMPENSATIONForm 990, Schedule J, Part I, Line 1b & 2While Wellstar Health System and its affiliates do not have a written policy regarding payment or reimbursement for the items listed in Part 1 Line 1a, the organization follows IRS guidelines in the payment of any of these items to individuals listed in Form 990 Part VII Section A. These items are added as taxable wages on the individual's Form W-2 as appropriate.
COMPENSATION EXCEPTIONSSCHEDULE J PART IIIThe following individuals are officers who were employed during the reporting period July 1, 2011 to June 30, 2012. For purposes of the compensation listed in Schedule J of Form 990 these officers had no compensation during calendar year 2011 for which we report information on this return. The individuals are: Valery Akopov, Kem Mullins, and Chester Zborowski.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
HOSPITAL AUTHORITY OF COBB COUNTY
58246460019081PDR42003-04-30132210370CONSTRUCTIONfalsefalsefalse
HOSPITAL AUTHORITY OF COBB COUNTY
58246460019081PEM42004-04-3025000000EQUIPMENT POOLfalsefalsefalse
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
581147004190813LN32005-10-31120000000CAPITAL IMPROVEMENTS (Series A & Bfalsefalsefalse
HOSPITAL AUTHORITY OF COBB COUNTY
58246460019081PEN22006-06-3025000000EQUIPMENT POOLfalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Amount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
116600000132210370005316316615667670074573976290646102005truetruetruetrue
002500000000000025000000002004falsefalsetruetrue
28000000120000000000116730000116948276188442402007falsefalsetruetrue
002500000000000025000000002006falsefalsetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersTotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrsEngage Bond Counsel ResearchEngageBondCounselResearch
falsefalsefalsefalse0.000200.00020true
falsefalsefalsefalse0true
falsefalsefalsefalse0.000200.00020true
falsefalsefalsefalse0truetrue

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
0
falsefalsefalsefalse0falsetrue
0
falsetruefalsefalse0falsetrue
UBS
falsetruetruefalse0falsetrue
0
falsetruefalsefalse0falsetrue

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
581147004190813NM32011-11-01127345930CONSTRUCTIONfalsefalsefalse
PAULDING COUNTY HOSPITAL AUTHORITY
586011214703596DH62012-06-2832711016CONSTRUCTION SERIES Afalsefalsefalse
PAULDING COUNTY HOSPITAL AUTHORITY
586011214703596DK92012-06-2868750000CONSTRUCTION SERIES Bfalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Amount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
7500000127345930005096273913831910075000000002011truetruefalsetrue
0032711016000437500003227351600falsefalsefalsetrue
0068750000000471875006827812500falsefalsefalsetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsEngage Bond Counsel ResearchEngageBondCounselResearchPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
falsefalsefalsefalsetrue0true
falsefalsefalsefalse0true
falsefalsefalse0true

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Form8038 T FiledForm8038TFiledGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebateVariable Rate IssueVariableRateIssue
0
falsefalse0falsetrue
0
falsefalse0falsetruefalse
0
falsefalse0true

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (13 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
PAMELA ETHERIDGE
WIFE OF OFFICER55003EMPLOYEE OF WELLSTARfalse
GREG FORTGANG
SON-IN-LAW OF TRUSTEE92895EMPLOYEE OF WELLSTARfalse
JESSICA HANEY
DAUGHTER OF OFFICER54545EMPLOYEE OF WELLSTARfalse
GEORGE FLEMING
BROTHER OF OFFICER60969EMPLOYEE OF WELLSTAR/COBBfalse
THOMAS E GEARHARD MD
BOARD MEMBER135874BUILDING LEASEfalse
GREYSTONE POWER
BOARD MEMBER952579EXPLANATION IN SCH Ofalse
MATTHEW MADDOX
SON OF BOARD MEMBER39776EMPLOYEE OF WELLSTARfalse
PUCKETT EMS AMBULANCE SERVICE
BROTHER-IN-LAW OF OFFICER102794EXPLANATION IN SCH Ofalse
H S I FINANCIAL SERVICES
OFFICER IS DIR OF AGENCY365798EXPLANATION IN SCH Ofalse
BONNIE MILLER
WIFE OF BOARD MEMBER31510EMPLOYEE OF WELLSTARfalse
GREG SEPARK
SON OF BOARD MEMBER59724EMPLOYEE OF WELLSTARfalse
GREG KOST
BROTHER-IN-LAW OF OFFICER25034EMPLOYEE OF WELLSTARfalse
TURNER BACHMAN GARRETT
BROTHER-IN-LAW OF TRUSTEE102340EXPLANATION IN SCH Ofalse

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (18 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
COMPENSATION INFORMATION ON FORM 990FORM 990 PART VII COMPENSATION, PART IX LINES 5-7 & SCHEDULE J & J-1ALL COMPENSATION AMOUNTS REPORTED ON FORM 990, PART VII; PART IX, LINES 5-7; AND SCHEDULE J REPRESENT COMPENSATION PROVIDED TO INDIVIDUALS THAT PROVIDE SERVICES TO THE ORGANIZATION. LIKEWISE, THE NUMBER OF EMPLOYEES REPORTED ON PART V, LINE 2A REPRESENTS THE NUMBER OF INDIVIDUALS PROVIDING SERVICES TO THE ORGANIZATION. ALL FEDERAL EMPLOYMENT TAX RESPONSIBILITIES FOR THESE INDIVIDUALS (INCLUDING FEDERAL EMPLOYMENT TAX REPORTING RESPONSIBILITIES) ARE HANDLED BY WELLSTAR HEALTH SYSTEM, INC.(EIN 58-1649541).
CONFLICT OF INTEREST POLICYFORM 990 PART VI SECTION B Line 12Our Conflict of Interest Policy requires all covered persons to annually review the policy and then complete, sign and return the Conflicts of Interest Survey and Attestation to the Compliance Office. The policy requires an on-going disclosure obligation in the event a conflict arises during the year. The following is our process to regularly and consistently monitor and enforce the policy: Compliance Identifies all covered persons who must complete the Survey and Attestation. Compliance verifies that the Survey and Attestation is distributed to these persons. Compliance verifies that these persons return a fully completed and signed Survey and Attestation. Compliance reviews each completed and signed Survey and Attestation to identify all conflicts listed in the document. All conflicts, potential conflicts and incidences of non-compliance are referred to the Chief Compliance Officer. The CCO takes appropriate action to completely resolve all identified conflicts and incidences of non-compliance.
PROCESS OF EXEC COMPENSATIONFORM 990 PART VI SECTION B Line 15a & bWellStar engages the Hay Group to work with the governing board to review and recommend executive compensation. The executive compensation process at WellStar is overseen by a committee of independent trustees, which follows a board-approved executive compensation philosophy. Currently the executive compensation committee consist of three members of the Board of Trustees as well as the CEO. In committtee discussions about the compensation for the Chief Executive Officer, the CEO will recuse himself from that process but is a non-voting committee member for discussions on all other officers. The executive compensation philosophy empowers the committee to oversee the executive compensation process and administer the executive compensation program on behalf of the full board of trustee of WellStar; provided, however, the full Board of Trustees evaluates and approves the compensation of the Chief Executive Officer. The philosophy requires annual disclosure of the committee's actions and decisions to the full board, which it has done. The committee is guided by the board-approved philosophy. Overall, the philosophy is intended to reward for organizational and individual performance. When performance is at a predetermined targeted level, the compensation is intended to be at or around the median of compensation paid to similar positions at similar organizations (the "market"). WellStar's executive compensation philosophy defines the market as being comprised of comparable not-for-profit health care delivery systems, i.e., not-for-profit organizations similar in complexity and scale to Wellstar. To assist the committee in fulfilling its duties, the committee engaged the Hay Group to provide market compensation data to compare to the Wellstar positions whose compensation the committee oversees. The committee uses this data to provide context when making decisions in administering the compensation program. Accurate minutes of the committee's discussion and decisions are recorded during each committee meeting, and reviewed and approved at the following committee meeting.
DISCLOSURE OF FINANCIAL DOCUMENTSFORM 990 PART VI SECTION C Line 19The organization and its subsidiaries are subject to the Open Records Law in the State of Georgia. Therefore, by law, citizens are permitted to inspect and copy its governing documents, policies and financial statements as may be requested from time to time. Additionally, the organization's Form 990 is made readily available on the Guidestar website. Periodically, the organization publishes its financial performance in the local newspaper for citizens to review, and it also publishes a community benefit report once a year for distribution to the public.
VOLUNTEERSForm 990 Part I General InformationWellStar Health System, Inc. through its affiliated business organizations operates five hospitals and throughout the system there are approximately 800 volunteers who make up the network of people who donate their time to serving our healthcare community. Kennestone Hospital, Inc. has approximately 400 volunteers between Kennestone and Windy Hill. The Cobb Auxiliary has approximately 200 volunteers. Douglas Hospital and Paulding Hospital have approximately 100 volunteers each in their respective auxiliaries.
AUDITED FINANCIAL STATEMENTSForm 990 Part IV Line 12 and Part XIWellStar Health System, Inc. is audited on an annual basis by an outside auditing firm, KPMG, and as part of that audit a consolidated financial statement is issued for all of WellStar Health System, Inc and its Affiliates. "The independent auditors report includes the accounts of Wellstar and its controlled affiliates, Kennestone Hospital, Inc., Cobb Hospital, Inc., Douglas Hospital, Inc., Paulding Medical Center, Inc., Wellstar Foundation, Inc. CHS Foundation, Inc., Community Assurance Company, Ltd., various Wellstar owned physician practices, a hospice facility, a nursing facility, home health business, and entities for infusion therapy and durable medical equipment. All significant intercompany accounts and transactions have been eliminated in combination. The Board of Trustees of Wellstar has the authority to approve appointments of the members of the board of trustees of all affiliate corporations."
PROCESS OF 990 BOARD REVIEWForm 990 PART VI LINE 11AInternal staff prepare the organization's Form 990. Before filing the return with the Internal Revenue Service an external accounting firm, PricewaterhouseCoopers, reviews and sign-offs on the completed return of each organization. Generally, Form 990 is then reviewed by the Finance Committee along with a question and answer session. A motion is then made by the Finance committee to approve the returns and present to the full board copies of the forms in an electronic (pdf. format) version as well as a hard copy . The organization's CFO or designee subsequently signs the return for either manual or electronic filing by the appropriate due date.
CURRENT OFFICERS/DIRECTORS RELATIONSHIPSFORM 990 PART VI, SECTION A LINE 2For a portion of the tax year two officers and directors for WellStar Health System, Inc. --EIN 58-1649541 are related to each other through family. Lou Little, Sr VP Post Acute Services and Administrator of Windy Hill Hospital is the brother-in-law of Gregory Simone, former President and CEO for the system.
OFFICERS HOURS WORKEDFORM 990 GENERAL STATEMENT & SCHEDULE JThe officers devote their time to all of the organizations with WellStar Health System that are listed in Schedule R, Part II. As such, the total hours worked by the officers across all of the organizations exceeds 40 hours per week.
Transactions with Related OrganizationsForm 990 Schedule R Part V Line 2The dollar amounts reported on Form 990 Schedule R Part V Line 2 for WellStar Health System, Inc. include the overhead allocations to affiliates and consists of the following types of transactions as listed in Line 1 (a-r): h) Exchange of Assets i) Lease of facilities, equipment, or other assets to other organizations j) Lease of facilities, equipment, or other assets from other organizations n) Sharing of paid employees o) Reimbursement paid to other organizations q) Other transfers of cash or property to other organizations r) Other transfers of cash or property from other organizations
SCH L PART IV EXPLANATIONSOn Schedule L Part IV we have several interested parties that require additional explanation for the transactions: Board Trustee Gary Miller is President of Greystone Power which provides electric service to certain Wellstar Hospitals and Physician practices in the normal course of business. The total amount of the transactions with Greystone is $952,500 with $65,000 related to Paulding Hospital; $739,000 related to Douglas Hospital and $148,000 related to Wellstar Medical Group. Steve Puckett is the brother-in-law of Ellen Langford, an officer with Wellstar Health System. Mr. Puckett is the President of Puckett EMS Ambulance Service which provides ambulance services to several Wellstar Health System affiliates. Individually all of the entity specific transactions are less than $100,000 but in aggregate total $261,226. H.S.I. Financial Services is a local billing agency which provides services to Wellstar Health System in the form of routine collection services of outstanding patient balances. Lee Evins, an officer of Wellstar Health System is also a director on the H.S.I. board. The total amount of the transactions with H.S.I. equal $365,812 for the reporting period. Heath Garrett is the brother-in-law of trustee, Otis Brumby. He is a principal in the office of Turner, Bachman and Garrett with whom WellStar purchased legal and consulting services during the year in the amount of $102,340. All of these services or transactions are in the normal course of business within the system.
Changes In Net AssetsForm 990 Part XI Line 5The changes in net assets for Wellstar Health System, Inc are as follows: Unrealized Gains and Market to market change ($27,752,150); Pension Adjustment ($122,637,000) Other Changes $130,501 which equals a change of ($150,258,649).
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:LOU LITTLE TITLE:VP POST ACUTE SRVCS & HOSP ADM HOURS:50
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:T MARK HANEY TITLE:Sr VP and Hosp Administrator HOURS:50
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:LEE RANDOLPH COOK TITLE:SR VP & ADMINISTRATOR HOURS:50
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:CANDICE L SAUNDERS TITLE:SR VP ADMINISTRATOR HOURS:50
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:CRAIG OWENS TITLE:SR VP & ADMIN HOURS:50
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:Kem Mullins TITLE:Sr VP & Hospital Administrator HOURS:50

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (89 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateTotal IncomeTotalIncomeEOY AssetsEOYAssetsBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
Wellstar Medical Group LLC
805 Sandy Plains RoadMariettaGA30066273818647HealthcareGA18379787547027025WHS Inc
Cobb Gynecologists 2 LLC
805 Sandy Plains RoadMariettaGA30066020808099HealthcareGA0NA
South Cobb OB-GYN 2 LLC
805 Sandy Plains RoadMariettaGA30066020808071HealthcareGA0NA
WellStar Acworth Family Practice LLC
805 Sandy Plains RoadMariettaGA30066412243451HealthcareGA0NA
WellStar Atlanta General Surgery LLC
805 Sandy Plains RoadMariettaGA30066264271578HealthcareGA0NA
WellStar Behavioral Health LLC
805 Sandy Plains RoadMariettaGA30066582500211HealthcareGA0NA
Wellstar Cardiovascular Medicine LLC
805 Sandy Plains RoadMariettaGA30066263557639HealthcareGA286109605623654NA
WellStar Cherokee Street Internal and Pr
805 Sandy Plains RoadMariettaGA30066161735178HealthcareGA0NA
WellStar Cobb Family Medicine LLC
805 Sandy Plains RoadMariettaGA30066582560699HealthcareGA0NA
WellStar Cobb Gynecologists LLC
805 Sandy Plains RoadMariettaGA30066582502440HealthcareGA0NA
WellStar Cobb Hospitalists LLC
805 Sandy Plains RoadMariettaGA30066753140245HealthcareGA0NA
WellStar Cobb Medical Group LLC
805 Sandy Plains RoadMariettaGA30066582586050HealthcareGA0NA
WellStar Cobb Rehabilitation Medicine L
805 Sandy Plains RoadMariettaGA30066582587322HealthcareGA0NA
WellStar Cobb Surgical Associates LLC
805 Sandy Plains RoadMariettaGA30066562469675HealthcareGA0NA
WellStar Cooper Lake Family Medicine LL
805 Sandy Plains RoadMariettaGA30066264295540HealthcareGA0NA
WellStar Cornerstone Family Medicine LL
805 Sandy Plains RoadMariettaGA30066061745258HealthcareGA0NA
WellStar Cousins and Cantrell LLC
805 Sandy Plains RoadMariettaGA30066582586291HealthcareGA0NA
WellStar Creekside Pediatrics LLC
805 Sandy Plains RoadMariettaGA30066582499179HealthcareGA0NA
WellStar Douglas Surgical Associates LL
805 Sandy Plains RoadMariettaGA30066300364595HealthcareGA0NA
WellStar Douglasville Medical Center at
805 Sandy Plains RoadMariettaGA30066753245214HealthcareGA0NA
WellStar Douglasville Medical Center LL
805 Sandy Plains RoadMariettaGA30066582577971HealthcareGA0NA
WellStar East Cobb Medical Center LLC
805 Sandy Plains RoadMariettaGA30066582598851HealthcareGA0NA
WellStar East Paulding Pediatric Center
805 Sandy Plains RoadMariettaGA30066582598855HealthcareGA0NA
WellStar East Paulding Primary Care Cent
805 Sandy Plains RoadMariettaGA30066582598856HealthcareGA0NA
WellStar Infectious Disease LLC
805 Sandy Plains RoadMariettaGA30066582502436HealthcareGA0NA
WellStar Internal Medicine Associates of
805 Sandy Plains RoadMariettaGA30066582586054HealthcareGA0NA
WellStar Internal Medicine at Douglasvil
805 Sandy Plains RoadMariettaGA30066582598842HealthcareGA0NA
WellStar Internal Medicine at Paulding
805 Sandy Plains RoadMariettaGA30066300355547HealthcareGA0NA
WellStar Internal Medicine of Cobb LLC
805 Sandy Plains RoadMariettaGA30066562445102HealthcareGA0NA
WellStar KenMar Pediatrics LLC
805 Sandy Plains RoadMariettaGA30066582577974HealthcareGA0NA
WellStar Kennesaw Medical Center LLC
805 Sandy Plains RoadMariettaGA30066582568534HealthcareGA0NA
WellStar Kennestone OBGYN 2 LLC
805 Sandy Plains RoadMariettaGA30066300355553HealthcareGA0NA
WellStar Kennestone OBGYN LLC
805 Sandy Plains RoadMariettaGA30066582499183HealthcareGA0NA
WellStar Kennestone Pediatric Associates
805 Sandy Plains RoadMariettaGA30066582586286HealthcareGA0NA
WellStar Marietta Adult Medicine Associa
805 Sandy Plains RoadMariettaGA30066582635392HealthcareGA0NA
WellStar Marietta Family Medicine LLC
805 Sandy Plains RoadMariettaGA30066582577972HealthcareGA0NA
WellStar Marietta Internal Medicine LLC
805 Sandy Plains RoadMariettaGA30066582586289HealthcareGA0NA
WellStar Marietta Pediatrics LLC
805 Sandy Plains RoadMariettaGA30066582598854HealthcareGA0NA
WellStar Marietta Primary Care LLC
805 Sandy Plains RoadMariettaGA30066582577979HealthcareGA0NA
WellStar Marietta Pulmonary Medicine LL
805 Sandy Plains RoadMariettaGA30066582586292HealthcareGA0NA
WellStar Medical Specialists 2 LLC
805 Sandy Plains RoadMariettaGA30066753261729HealthcareGA0NA
WellStar Medical Specialists LLC
805 Sandy Plains RoadMariettaGA30066582586293HealthcareGA0NA
WellStar Midani Pediatric Practice LLC
805 Sandy Plains RoadMariettaGA30066582598853HealthcareGA0NA
WellStar Neurosurgery LLC
805 Sandy Plains RoadMariettaGA30066300067488HealthcareGA0NA
WellStar North Cobb Pediatrics LLC
805 Sandy Plains RoadMariettaGA30066582518119HealthcareGA0NA
WellStar North Cobb Women's Health 2 LL
805 Sandy Plains RoadMariettaGA30066412243450HealthcareGA0NA
WellStar North Cobb Women's Health LLC
805 Sandy Plains RoadMariettaGA30066582499178HealthcareGA0NA
WellStar North Douglas OBGYN LLC
805 Sandy Plains RoadMariettaGA30066582598852HealthcareGA0NA
WellStar Northwest Women's Care LLC
805 Sandy Plains RoadMariettaGA30066582499181HealthcareGA0NA
WellStar Occupational Health LLC
805 Sandy Plains RoadMariettaGA30066582510194HealthcareGA0NA
WellStar Palliative Medicine LLC
805 Sandy Plains RoadMariettaGA30066223972021HealthcareGA0NA
WellStar Paulding Surgical Associates L
805 Sandy Plains RoadMariettaGA30066743130874HealthcareGA0NA
WellStar Pediatric & Adolescent Center
805 Sandy Plains RoadMariettaGA30066582570392HealthcareGA0NA
WellStar Pediatric & Family Wellness Cen
805 Sandy Plains RoadMariettaGA30066264687089HealthcareGA0NA
WellStar Pediatric Professionals LLC
805 Sandy Plains RoadMariettaGA30066320093335HealthcareGA0NA
WellStar Pediatrics at Brookstone LLC
805 Sandy Plains RoadMariettaGA30066582598844HealthcareGA0NA
WellStar Phillips Women's Care LLC
805 Sandy Plains RoadMariettaGA30066582586058HealthcareGA0NA
WellStar Physicians Group Douglas Hospit
805 Sandy Plains RoadMariettaGA30066161735192HealthcareGA0NA
WellStar Physicians Group ENT LLC
805 Sandy Plains RoadMariettaGA30066582473668HealthcareGA0NA
WellStar Physicians Group Hospitalists
805 Sandy Plains RoadMariettaGA30066582461494HealthcareGA0NA
WellStar Physicians Group Pathologists
805 Sandy Plains RoadMariettaGA30066582461493HealthcareGA0NA
WellStar Powder Springs Medical Center
805 Sandy Plains RoadMariettaGA30066582586052HealthcareGA0NA
WellStar Rehab Medicine LLC
805 Sandy Plains RoadMariettaGA30066582532917HealthcareGA0NA
WellStar Rheumatology Associates of Mari
805 Sandy Plains RoadMariettaGA30066450559274HealthcareGA0NA
WellStar Shallowford Medical Center LLC
805 Sandy Plains RoadMariettaGA30066582598849HealthcareGA0NA
WellStar Smyrna Primary Care Center LLC
805 Sandy Plains RoadMariettaGA30066582598843HealthcareGA0NA
WellStar South Cobb Primary Care LLC
805 Sandy Plains RoadMariettaGA30066582586290HealthcareGA0NA
WellStar South Cobb Rheumatology LLC
805 Sandy Plains RoadMariettaGA30066412243448HealthcareGA0NA
WellStar Surgical Associates of Marietta
805 Sandy Plains RoadMariettaGA30066562469677HealthcareGA0NA
WellStar Thoracic Surgery Associates LLC
805 Sandy Plains RoadMariettaGA30066263540626HealthcareGA0NA
WellStar Towne Lake Medical Center LLC
805 Sandy Plains RoadMariettaGA30066582586287HealthcareGA0NA
WellStar Towne Lake Pediatrics LLC
805 Sandy Plains RoadMariettaGA30066582577980HealthcareGA0NA
WellStar Urgent Care at Cooper Lake LLC
805 Sandy Plains RoadMariettaGA30066300378808HealthcareGA0NA
WellStar Urgent Care at Towne Lake LLC
805 Sandy Plains RoadMariettaGA30066582586061HealthcareGA0NA
WellStar Urgent Care in Kennesaw LLC
805 Sandy Plains RoadMariettaGA30066582568565HealthcareGA0NA
WellStar Urgent Care on Delk Road LLC
805 Sandy Plains RoadMariettaGA30066582577976HealthcareGA0NA
WellStar Urgent Care on Sandy Plains Roa
805 Sandy Plains RoadMariettaGA30066582598845HealthcareGA0NA
WellStar West Cobb Medical Center LLC
805 Sandy Plains RoadMariettaGA30066582586288HealthcareGA0NA
WellStar Woodlawn Commons Family Practic
805 Sandy Plains RoadMariettaGA30066582586053HealthcareGA0NA
Homecare Billing Services LLC
805 Sandy Plains RoadMariettaGA30066582479534HealthcareGA35302812994511NA
Wellstar Windy Hill Apothecary LLC
805 Sandy Plains RoadMariettaGA30066562511925HealthcareGA28723071102029NA
Wellstar Bi-County ENT LLC
805 Sandy Plains RoadMariettaGA30066272258194HealthcareGA0NA
Wellstar Comprehensive Bariatric Srv LLC
805 Sandy Plains RoadMariettaGA30066271716783HealthcareGA0NA
Wellstar Family Medicine LLC
805 Sandy Plains RoadMariettaGA30066273565358HealthcareGA0NA
Wellstar Home Health LLC
805 Sandy Plains RoadMariettaGA30066270277843HealthcareGA69555645812873WHS Inc
Wellstar Health Network LLC
805 Sandy Plains RoadMariettaGA30066581649541HealthcareGAWHS Inc
Wellstar Health Ventures LLC
805 Sandy Plains RoadMariettaGA30066453754932HealthcareGA1770501883513WHS Inc
Wellstar IPA LLC
805 Sandy Plains RoadMariettaGA30066581649541InsuranceGA0NA
Wellstar Community Hospice LLC
805 Sandy Plains RoadMariettaGA30066134350580HealthcareGA103043228807384NA

Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
CHS Foundation Inc
805 Sandy Plains RoadMariettaGA30066581649540FoundationGA501 (c) (3)11 Type 2NAtrue
Cobb Hospital Inc
805 Sandy Plains RoadMariettaGA30066580968382HealthcareGA501 (c) (3)3NAtrue
Douglas Hospital Inc
805 Sandy Plains RoadMariettaGA30066582026750HealthcareGA501 (c) (3)3NAtrue
Kennestone Hospital Inc
805 Sandy Plains RoadMariettaGA30066582032904HealthcareGA501 (c) (3)3NAtrue
Paulding Medical Center Inc
805 Sandy Plains RoadMariettaGA30066582095884HealthcareGA501 (c) (3)3NAtrue
Wellstar Foundation Inc
805 Sandy Plains RoadMariettaGA30066581627413FoundationGA501 (c) (3)11 Type 2NAtrue

Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Predominant Income TypePredominantIncomeTypeShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsDisproportionate AllocationsDisproportionateAllocations
Kennestone South Parking Deck
805 Sandy Plains RoadMariettaGA300666340581649541PARKINGGANAINVESTMENT2085491796385false
Cobb Hospital Parking Company LLC
805 Sandy Plains RoadMariettaGA300666340752999669PARKINGGANAINVESTMENT75069783098false

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1Community Assurance CoBusinessNameLine1

Address Foreign AddressForeign

FieldValueIRS element (for citing)
Address Line13rd Fl Barclays House Shedden RdAddressLine1
CityGeorge TownCity
Province Or StateCayman Islands, BWIProvinceOrState
CountryCJCountry
FieldValueIRS element (for citing)
EIN581649541EIN
Primary ActivityINSURANCEPrimaryActivity
Legal Domicile Foreign CountryCJLegalDomicileForeignCountry

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1WHS INCBusinessNameLine1
FieldValueIRS element (for citing)
Type Of EntityCTypeOfEntity
Share Of EOY Assets59852977ShareOfEOYAssets
Percentage Ownership1.00000PercentageOwnership
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetstrueExchangeOfAssets
Rental Of Facilities To Other OrgstrueRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgstrueRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgtrueOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
Cobb Hospital Inc
q57415395actual cost
Douglas Hospital Inc
q19218679actual cost
Kennestone Hospital Inc
q113513078actual cost
Paulding Medical Center Inc
q10188030actual cost

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