2023-11-14T14:56:33-06:00 2022-12-31 PWC US TAX LLP 655 NEW YORK AVE NW SUITE 1100 WASHINGTON DC 20001 990 2022-01-01 581692698 EMORY CHILDREN'S PEDIATRIC INSTITUTE INC % BRANDON YODER EMOR 4047855718 1575 NORTHEAST EXPRESSWAY ATLANTA GA 30329 LUCKY JAIN BOARD MBR/EXEC DIR 4047857944 2023-11-13 true LUCKY JAIN 999009999 JOANNE KRUEGER P01235586 2024141000 2023-11-03 3 2022 2023-04-26 12:10:37Z LUCKY JAIN 1575 NORTHEAST EXPRESSWAY ATLANTA GA 30329 155550227 false X N/A X 1984 GA TO ADVANCE THE SHARED VISION OF CHILDREN'S HEALTHCARE OF ATLANTA AND EMORY UNIVERSITY TO POSITIVELY IMPACT CHILD HEALTH. 12 9 499 9 0 0 0 0 138616890 155237140 457136 313087 0 0 139074026 155550227 98530 0 0 0 137389036 153247670 0 0 0 1456418 1989470 138943984 155237140 130042 313087 39086664 51376908 32983068 46100917 6103596 5275991 X EMORY + CHILDREN'S PEDIATRIC INSTITUTE WILL ADVANCE THE SHARED VISION OF EMORY AND CHILDREN'S TO POSITIVELY IMPACT CHILD HEALTH BY FOSTERING AND ENABLING CLINICAL AND ACADEMIC INTEGRATION IN PEDIATRIC CARE, TEACHING AND RESEARCH, WITH COLLABORATION ACROSS SCHOOLS, OPERATING UNITS, AND MEDICAL DISCIPLINES IN THE AREA OF PEDIATRICS; BY CONDUCTING SCIENTIFIC RESEARCH TO DETERMINE THE CAUSES OF AND TO DEVELOP CURES FOR DISEASES AFFLICTING CHILDREN; AND BY FUNDING PEDIATRIC RESEARCH. false false 155237140 0 155237140 FOSTERING AND ENABLING CLINICAL AND ACADEMIC INTEGRATION IN PEDIATRIC CARE, TEACHING AND RESEARCH, WITH COLLABORATION ACROSS SCHOOLS, OPERATING UNITS, AND MEDICAL DISCIPLINES IN THE AREA OF PEDIATRICS; BY CONDUCTING SCIENTIFIC RESEARCH TO DETERMINE THE CAUSES OF AND TO DEVELOP CURES FOR DISEASES AFFLICTING CHILDREN; AND BY FUNDING PEDIATRIC RESEARCH. 155237140 true false false false false false false false false true false true false false true false false false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 499 true false false false false false false false false false false false false false false false X 12 9 false true false false true true true true true false false true true true true true true false false false GA X BRANDON YODER 4047857944 1575 NORTHEAST EXPRESSWAY ATLANTA GA 30329 DONNA HYLAND BOARD MEMBER AND CO-PRESIDENT 1.0 52.0 X X 0 2411793 508702 JONATHAN S LEWIN MD BM AND CO-PRES UNTIL 8/31/22 1.0 40.0 X X 0 2550827 310092 PAUL CHAI PHYSICIAN 20.0 20.0 X 2079165 0 46486 ROBERT BRUCE JR PHYSICIAN 20.0 20.0 X 1225388 0 94401 SUBHADRA SHASHIDHARAN PHYSICIAN 20.0 20.0 X 1233298 0 59275 VIKAS SUKHATME BOARD MEMBER 1.0 40.0 X 0 1160172 58976 DAVID STEPHENS BM AND CO-PRES AS OF 9/1/22 1.0 40.0 X X 0 1171108 39541 JAMES FORTENBERRY FORMER BOARD MEMBER 1.0 51.0 X 20881 965134 179902 NICHOLAS FLETCHER PHYSICIAN 20.0 20.0 X 1068855 0 58732 FAWWAZ RIDWAN SHAW PHYSICIAN 20.0 20.0 X 890933 0 54601 LUCKY JAIN EXECUTIVE DIRECTOR 1.0 51.0 X 0 811778 56362 Christian Larsen Former BOARD MEMBER 0.0 40.0 X 0 731113 63825 BRANDON YODER TREASURER 1.0 40.0 X 0 400415 40947 MARY ELIZABETH MCCARTY FORMER TREASURER 0.0 40.0 X 0 310878 34529 EMILY FISHER SECRETARY - Until 10/14/22 1.0 40.0 X 0 221807 31886 Zainab Harvey SECRETARY - as of 10/14/22 1.0 40.0 X 0 112392 48015 KATHELEN AMOS BOARD MEMBER 1.0 1.0 X 0 0 0 JOE ROGERS BOARD MEMBER 1.0 1.0 X 0 0 0 ELIZABETH BLAKE BOARD MEMBER 1.0 1.0 X 0 0 0 JONATHAN GOLDMAN BOARD MEMBER 1.0 1.0 X 0 0 0 DOUG HERTZ BOARD MEMBER 1.0 1.0 X 0 0 0 JOHN RICE BOARD MEMBER 1.0 1.0 X 0 0 0 STEPHANIE BLANK BOARD MEMBER 1.0 1.0 X 0 0 0 BILL BROSIUS BOARD MEMBER 1.0 1.0 X 0 0 0 Pete McTier BOARD MEMBER 1.0 1.0 X 0 0 0 6518520 10847417 1686272 434 true true false 0 0 PEDIATRIC SERVICES 622310 155237140 155237140 155237140 44634 44634 0 0 0 0 0 268453 268453 268453 268453 0 0 0 0 0 0 0 0 0 0 155550227 155237140 313087 0 0 0 0 0 0 130790293 130790293 0 17308317 17308317 5149060 5149060 0 0 0 0 0 14473 14473 112191 112191 175 175 29143 29143 3158 3158 0 0 829642 829642 0 745394 745394 0 0 0 0 CATERING 107694 107694 EMPLOYEE RELATIONS 27350 27350 MEDICAL SUPPLIES 24280 24280 MISCELLANEOUS EXPENSE 95970 95970 155237140 155237140 0 0 20893605 30300074 0 0 0 0 12278384 16004521 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5914675 5072313 0 0 0 0 0 0 39086664 51376908 32983068 45013312 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1087605 32983068 46100917 X 2237030 1409425 3866566 3866566 6103596 5275991 39086664 51376908 313087 -1140692 X false false false X X 2 EMORY UNIVERSITY 580566256 2 true 0 0 CHILDREN'S HEALTHCARE OF ATLANTA INC 582367819 3 true 0 0 2 0 0 true false false false false false false false false false false false false false false true false 5914675 17729 -827604 32487 5072313 5167267 17745 922127 192464 5914675 4295746 17842 1194274 340595 5167267 3708898 17611 762886 193649 4295746 4017811 26589 40574 376076 3708898 0.19500 0.80500 false true true EMORY ENDOWMENT POOL 5072313 F 5072313 0 INTER-COMPANY 1087605 1087605 SCHEDULE D, PART V, LINE 4 THE ENDOWMENTS SUPPORT THE RESEARCH OF THE PEDIATRIC INSTITUTE EMPLOYEES. THE ENDOWMENTS ARE INVESTED IN EMORY UNIVERSITY'S POOL ONE IN ORDER TO BENEFIT FROM THE EXPERTISE OF EMORY INVESTMENT MANAGEMENT. INCOME IS DISTRIBUTED SEMI-ANNUALLY FROM THE ENDOWMENTS, ACCORDING TO THE UNIVERSITY'S SPENDING POLICY, TO FUND PEDIATRIC RESEARCH. false true false false false false false false false DONNA HYLAND BOARD MEMBER AND CO-PRESIDENT 0 1349027 0 1011462 0 51304 0 476910 0 31792 0 2920495 0 0 LUCKY JAIN EXECUTIVE DIRECTOR 0 615778 0 114523 0 81477 0 39175 0 17187 0 868140 0 0 JONATHAN S LEWIN MD BM AND CO-PRES UNTIL 8/31/22 0 1679311 0 831368 0 40148 0 296750 0 13342 0 2860919 0 0 VIKAS SUKHATME BOARD MEMBER 0 931021 0 225762 0 3389 0 35416 0 23560 0 1219148 0 0 EMILY FISHER SECRETARY - Until 10/14/22 0 221807 0 0 0 0 0 20253 0 11633 0 253693 0 0 SUBHADRA SHASHIDHARAN PHYSICIAN 1050210 0 170461 0 12627 0 27450 0 31825 0 1292573 0 0 0 ROBERT BRUCE JR PHYSICIAN 1107635 0 106148 0 11605 0 27450 0 66951 0 1319789 0 0 0 NICHOLAS FLETCHER PHYSICIAN 956753 0 100497 0 11605 0 27450 0 31282 0 1127587 0 0 0 MARY ELIZABETH MCCARTY FORMER TREASURER 0 263727 0 47151 0 0 0 23856 0 10673 0 345407 0 0 BRANDON YODER TREASURER 0 261860 0 137197 0 1358 0 4889 0 36058 0 441362 0 0 PAUL CHAI PHYSICIAN 1896654 0 182511 0 0 0 27450 0 19036 0 2125651 0 0 0 FAWWAZ RIDWAN SHAW PHYSICIAN 739445 0 151488 0 0 0 27450 0 27151 0 945534 0 0 0 Zainab Harvey SECRETARY - as of 10/14/22 0 111792 0 0 0 600 0 11284 36731 0 160407 0 0 Christian Larsen Former BOARD MEMBER 0 673324 0 30931 0 26858 0 41497 0 22328 0 794938 0 0 JAMES FORTENBERRY FORMER BOARD MEMBER 20881 537975 0 330622 0 96537 1685 145667 110 32440 22676 1143241 0 50150 DAVID STEPHENS BM AND CO-PRES AS OF 9/1/22 0 1100552 0 56477 0 14079 0 39085 0 456 0 1210649 0 0 SCHEDULE J, PART I, LINE 3 IN OCTOBER 2017, CHILDREN'S HEALTHCARE OF ATLANTA AND EMORY FORMALLY OFFERED TO DR. LUCKY JAIN THE CONCURRENT LEADERSHIP ROLES OF CHAIR OF THE DEPARTMENT OF PEDIATRICS WITH EMORY UNIVERSITY SCHOOL OF MEDICINE; CHIEF ACADEMIC OFFICER OF CHILDREN'S HEALTHCARE OF ATLANTA; AND EXECUTIVE DIRECTOR OF EMORY + CHILDREN'S PEDIATRIC INSTITUTE. INTEGRAL TO THESE LEADERSHIP ROLES, DR. JAIN IS EMPLOYED JOINTLY BY EMORY SCHOOL OF MEDICINE AT 50% TIME AND BY CHILDREN'S HEALTHCARE OF ATLANTA AT 50% TIME. EACH ENTITY PROVIDES 50% OF THE SALARY FOR DR. JAIN. EACH YEAR HIS COMBINED ANNUAL SALARY IS REVIEWED JOINTLY BY THE CEO OF CHILDREN'S HEALTHCARE OF ATLANTA; THE DEAN OF EMORY SCHOOL OF MEDICINE; AND THE EXECUTIVE VICE PRESIDENT FOR HEALTH AFFAIRS (EVPHA) FOR EMORY UNIVERSITY (WHO SERVES CONCURRENTLY AS CEO OF EMORY HEALTHCARE.) CONSISTENT WITH DETERMINATION OF SALARIES OF OTHER PHYSICIAN LEADERS (E.G., CHAIRS, CHIEFS, CENTER DIRECTORS), THE CHILDREN'S CEO, SCHOOL OF MEDICINE DEAN AND EVPHA REFERENCE ANNUAL MARKET DATA OBTAINED FROM THE AMERICAN ASSOCIATION OF MEDICAL COLLEGES TO DETERMINE SALARY ADJUSTMENTS IN LIGHT OF ANNUAL LEADERSHIP PERFORMANCE. RECOMMENDATIONS TO THE PORTION OF SALARY FUNDED BY EMORY UNIVERSITY FOR DR. JAIN (50%) ARE REVIEWED AND APPROVED BY THE DEAN OF THE SCHOOL OF MEDICINE AND EVPHA AND IN CONSULTATION WITH THE CEO OF CHILDREN'S HEALTHCARE OF ATLANTA. SCHEDULE J, PART I, LINE 4B IN 2016, CHILDREN'S HEALTHCARE OF ATLANTA, INC. ("CHILDREN'S") COMPENSATION AND BENEFITS COMMITTEE ELECTED TO OFFER AN UPDATED ADDITIONAL RETIREMENT PLAN TO CERTAIN CHILDREN'S EXECUTIVES. THE CHILDREN'S BOARD APPROVED THIS RECOMMENDATION IN EARLY 2017. THE APPROVED PLAN CALLED FOR A NINE YEAR VESTING PERIOD FOR THE CEO AND A FOUR YEAR VESTING PERIOD FOR ALL OTHER PARTICIPANTS, AFTER WHICH PAYOUT TO PARTICIPANTS WOULD BE MADE AS OUTLINED IN THE PLAN DOCUMENTS. BELOW ARE THE PARTICIPANTS AND THE TOTAL AMOUNT CONTRIBUTED TO THE PLAN FOR EACH DURING 2022: DONNA HYLAND - $ 464,710 JAMES FORTENBERRY - $133,603 BELOW ARE THE PARTICIPANTS AND THE TOTAL AMOUNT OF DISTRIBUTIONS FROM THE PLAN FOR EACH DURING 2022: JAMES FORTENBERRY - $50,150 FOR PURPOSES OF RETENTION, EMORY MADE CONTRIBUTIONS TO 457(F) DEFERRED COMPENSATION ACCOUNTS FOR THE FOLLOWING INDIVIDUALS, WHICH ARE NOT VESTED AND ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE: JONATHAN S. LEWIN, MD - $252,450 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATES MANAGEMENT DUTIES TO ITS MEMBERS, EMORY UNIVERSITY ("EMORY") AND CHILDREN'S HEALTHCARE OF ATLANTA, INC. ("CHILDREN'S"), INCLUDING HIRING AND MANAGEMENT OF PERSONNEL AND DEVELOPMENT OF THE ORGANIZATION'S BUDGET. FORM 990, PART VI, SECTION A, LINES 6, 7A, AND 7B FORM 990, PART VI, LINE 6 EMORY AND CHILDREN'S ARE THE SOLE MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, LINE 7A THE BYLAWS STATE THAT EMORY AND CHILDREN'S ARE SUBJECT TO THE APPROVAL OR REMOVAL OF HALF OF THE ORGANIZATION'S GOVERNING BOARD. FORM 990, PART VI, LINE 7B EMORY + CHILDREN'S PEDIATRIC INSTITUTE, INC., A SECTION 501(C)(3) PUBLIC CHARITY. UNDER THE BYLAWS, CERTAIN CORPORATE ACTIONS ARE SUBJECT TO DIRECT OR INDIRECT APPROVAL OF EMORY AND CHILDREN'S. THESE ACTIONS INCLUDE: APPOINTMENT OR REMOVAL OF DIRECTORS; ADOPTION OR AMENDMENT OF A STRATEGIC PLAN; ADOPTION AND/OR AMENDMENT OF THE ANNUAL BUDGET; APPROVAL OF MAJOR CAPITAL EXPENDITURES; CONSOLIDATION, LIQUIDATION OR DISSOLUTION OF THE ORGANIZATION; SIGNIFICANT DISPOSITION OF THE ORGANIZATION'S ASSETS; AND AMENDMENT OR RESTATEMENT OF THE ORGANIZATION'S GOVERNING DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 11B BEFORE THE FORM 990 IS FILED WITH THE IRS, AN ELECTRONIC COPY OF THE RETURN IS DISTRIBUTED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD OF TRUSTEES ADOPTED A CONFLICT OF INTEREST POLICY THAT APPLIES TO AN "INTERESTED PERSON". AN INTERESTED PERSON WOULD BE EVERY DIRECTOR, TRUSTEE, MEMBER OF A BOARD COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, OFFICERS OR A ORGANIZATION THAT HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS OR TRUSTEES AND MEMBERS OF THE COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. ANNUALLY, INTERESTED PERSONS WILL COMPLETE A QUESTIONNAIRE TO PROVIDE INFORMATION NEEDED IN CONNECTION WITH THE ORGANIZATIONS' FILING OF ITS IRS FORM 990 WITH THE INTERNAL REVENUE SERVICE. RESULTS OF THE QUESTIONNAIRE ARE REVIEWED BY SENIOR LEADERSHIP. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. JUST AS THE ORGANIZATION WILL PROVIDE A COPY OF THE FORM 990, EXEMPT ORGANIZATION TAX RETURN, UPON REQUEST, THE ORGANIZATION WILL ALSO PROVIDE A COPY OF THE ORGANIZING DOCUMENTS TO ANY INTERESTED PARTY UPON REQUEST. CHILDREN'S HEALTHCARE OF ATLANTA INC 1575 NORTHEAST EXPRESSWAY ATLANTA GA 30329 582367819 HEALTHCARE GA 501(C)(3) 12B NA false EMORY UNIVERSITY 1599 CLIFTON ROAD ATLANTA GA 30322 580566256 EDUCATION GA 501(c)(3) 2 NA false NA NA false false false false false false false false false false true false false false false false false false CHILDREN'S HEALTHCARE OF ATLANTA INC L 120771204 CASH EMORY UNIVERSITY L 34465936 CASH