2024-11-14T13:20:17-06:00 2023-12-31 PWC US TAX LLP 655 NEW YORK AVE NW STE 1100 WASHINGTON DC 20001 990 2023-01-01 582367819 CHILDREN'S HEALTHCARE OF ATLANTA INC % BRANDON YODER CHIL 4047856787 1575 NORTHEAST EXPRESSWAY ATLANTA GA 30329 RUTH FOWLER CFO 4047856787 2024-11-08 true true JOANNE KRUEGER P01235586 2024141000 2024-11-08 2023 2024-10-15 13:58:12Z DONNA HYLAND 1575 NORTHEAST EXPRESSWAY ATLANTA GA 30329 5116275884 false X WWW.CHOA.ORG X 1997 GA TO MAKE KIDS BETTER TODAY AND HEALTHIER TOMORROW. 26 23 15748 23 -1550099 0 0 0 2321178 2519978 20932321 143088930 0 0 23253499 145608908 0 0 0 0 21052072 24565796 0 0 0 19969542 6545176 41021614 31110972 -17768115 114497936 7940918104 8657631455 5807713551 5787732655 2133204553 2869898800 X TO MAKE KIDS BETTER TODAY AND HEALTHIER TOMORROW. false false 0 0 2519978 CHILDREN'S SERVES AS THE CORPORATE PARENT OF, AND IS AN INTEGRAL PART OF, THE EXEMPT HEALTHCARE SYSTEM WHOSE PROGRAM SERVICE ACCOMPLISHMENTS ARE DESCRIBED BELOW. CHILDREN'S SERVES METRO ATLANTA, THE ENTIRE STATE OF GEORGIA AND THE UNITED STATES. CHILDREN'S IS THE LARGEST PEDIATRIC PROVIDER IN THE STATE CARING FOR CHILDREN FROM ALL 159 GEORGIA COUNTIES IN 2023. CHILDREN'S, ONE OF THE LEADING PEDIATRIC HEALTHCARE SYSTEMS IN THE COUNTRY, IS A NOT-FOR-PROFIT ORGANIZATION THAT BENEFITS FROM THE GENEROUS PHILANTHROPIC AND VOLUNTEER SUPPORT OF OUR COMMUNITY. OPERATING THREE HOSPITALS (ARTHUR M. BLANK HOSPITAL, INC. (FKA EGLESTON CHILDREN'S HOSPITAL AT EMORY UNIVERSITY, INC.), HUGHES SPALDING AND SCOTTISH RITE), MARCUS AUTISM CENTER, CENTER FOR ADVANCED PEDIATRICS, MULTIPLE OUTPATIENT LOCATIONS, INCLUDING 8 URGENT CARE CENTERS WITH MORE THAN ONE MILLION PATIENT VISITS ANNUALLY, CHILDREN'S IS RECOGNIZED FOR EXCELLENCE IN CANCER, CARDIAC AND ORTHOPEDICS AND OFFERS ACCESS TO MORE THAN 60 PEDIATRIC SPECIALTIES. CHILDREN'S IS CONSISTENTLY RANKED AMONG THE NATION'S TOP PEDIATRIC HOSPITALS BY THE U.S. NEWS & WORLD REPORT LIST OF "BEST CHILDREN'S HOSPITALS." THE MISSION, VISION, VALUES AND EMPLOYEE PROMISE OF CHILDREN'S WERE CREATED THROUGH AN IN-DEPTH PROCESS INVOLVING EMPLOYEES, PHYSICIANS, VOLUNTEERS AND BOARD MEMBERS. IN 2023, THE THREE HOSPITALS OPERATED BY CHILDREN'S HEALTHCARE OF ATLANTA, INC. PROVIDED 673 LICENSED BEDS AND MANAGED 1,188,340 PATIENT VISITS, 450,285 UNIQUE PATIENTS, 28,326 HOSPITAL DISCHARGES, 188,649 INPATIENT DAYS, 676,744 OUTPATIENT VISITS, 44,428 SURGICAL CASES (INPATIENT AND OUTPATIENT), 245,643 EMERGENCY DEPARTMENT VISITS, 178,802 URGENT CARE CENTER VISITS AND 13,761 TELEMEDICINE VISITS. CHILDREN'S ALSO MANAGED 68,695 CALLS FROM PARENTS ACROSS GEORGIA TO THE CHILDREN'S NURSE ADVICE LINE. CHILDREN'S IS ALSO THE LARGEST PEDIATRIC MEDICAID PROVIDER IN THE STATE OF GEORGIA, SERVING 88% PEDIATRIC INPATIENT MEDICAID CASES IN ATLANTA AND 61% OF THE CASES STATEWIDE. CHILDREN'S IS COMMITTED TO PROVIDING MEDICALLY NEEDED HEALTHCARE TO THE CHILDREN OF GEORGIA. STATEWIDE, 57% OF SYSTEMWIDE AND CHILDREN'S PATIENTS ARE ENROLLED IN PUBLIC HEALTH PLAN COVERAGE INCLUDING MEDICAID, PEACHCARE FOR KIDS OR UNABLE TO COVER THE COST OF THEIR CARE. IN 2023, CHILDREN'S PROVIDED $51.5 MILLION IN SUBSIDIZED HEALTH SERVICES AND $266.0 MILLION OF UNREIMBURSED CLINICAL CARE. IN ADDITION, CHILDREN'S INVESTS IN PEDIATRIC RESEARCH, TEACHING AND CHILD WELLNESS AND PREVENTIVE CARE INITIATIVES, OF $146.4 MILLION FOR WHICH CHILDREN'S ALSO DOES NOT GET PAID. THE TOTAL COMMUNITY BENEFIT PROVIDED BY CHILDREN'S IN 2023 WAS $412.4 MILLION. CHILDREN'S SERVES AS THE PEDIATRIC PHYSICIAN TEACHING SITE FOR EMORY UNIVERSITY SCHOOL OF MEDICINE ("EMORY"), MOREHOUSE SCHOOL OF MEDICINE, EISENHOWER ARMY MEDICAL CENTER, ATRIUM HEALTH NAVICENT, NORTHSIDE HOSPITAL, NORTHSIDE HOSPITAL - GWINNETT, UNIVERSITY OF PITTSBURGH MEDICAL CENTER, WELLSTAR ATLANTA HEALTH SYSTEMS, NORTHEAST GEORGIA MEDICAL CENTER, JACK HUGHSTON MEMORIAL HOSPITAL AND PIEDMONT MACON. CHILDREN'S TAKES THE LEAD IN TRAINING THE PEDIATRICIANS OF TOMORROW. NEW PHYSICIANS ARE ENCOURAGED TO PARTICIPATE IN OUR FELLOWSHIP PROGRAMS, WHICH ARE AVAILABLE IN A VARIETY OF SPECIALTIES. OF THE TRAINEES WHO COMPLETED ONE OF OUR FELLOWSHIP PROGRAMS IN 2023, 52% HAVE REMAINED IN GEORGIA, AND 45% OF THOSE ARE NOW EMPLOYEES OF CHILDREN'S OR FACULTY AT EMORY. CHILDREN'S ALSO TRAINS OTHER PEDIATRIC HEALTHCARE PROFESSIONALS, INCLUDING NURSES, EMERGENCY MEDICAL TECHNICIANS, PARAMEDICS AND PSYCHOSOCIAL EXPERTS. THE JOINT CHILDREN'S AND EMORY PEDIATRIC SUBSPECIALTY TRAINING PROGRAM PROVIDES A PIPELINE FOR THE ENTIRE STATE OF GEORGIA. THE CHILDREN'S HEALTHCARE OF ATLANTA RURAL PEDIATRIC SCHOLARSHIP PROGRAM WAS ESTABLISHED IN 2023 AS PART OF A JOINT INITIATIVE BETWEEN CHILDREN'S AND MERCER UNIVERSITY SCHOOL OF MEDICINE TO IMPROVE PEDIATRIC HEALTHCARE IN RURAL GEORGIA. SCHOLARS SELECTED FOR THIS PROGRAM HAVE A STRONG COMMITMENT TO BECOMING PEDIATRICIANS AND SERVING IN RURAL, MEDICALLY UNDERSERVED AREAS OF GEORGIA. UPON COMPLETION OF RESIDENCY, CHILDREN'S SCHOLARS ARE COMMITTED TO FOUR YEARS OF CONTINUOUS, FULL-TIME MEDICAL PRACTICE IN A MEDICALLY UNDERSERVED RURAL GEORGIA COUNTY. IN 2023, CHILDREN'S FUNDED 10 FULL-TIME SCHOLARSHIPS. CHILDREN'S OFFERS A WIDE VARIETY OF TRAINING OPPORTUNITIES TO OTHER PROFESSIONALS WHO WORK WITH CHILDREN, INCLUDING PROGRAMS FOR LAW ENFORCEMENT AGENCIES, SCHOOL NURSES, COACHES AND TEACHERS. CHILDREN'S BELIEVES THAT TODAY'S MEDICAL DISCOVERIES COULD SAVE THE LIFE OF A CHILD TOMORROW. RESEARCH IS A CORNERSTONE OF THE CHILDREN'S HEALTHCARE OF ATLANTA MISSION. CHILDREN'S IS COMMITTED TO ADVANCEMENTS IN PEDIATRIC MEDICINE AND FINDING ANSWERS TO PERPLEXING MEDICAL CONDITIONS, WORKING WITH INSTITUTIONS SUCH AS EMORY, GEORGIA INSTITUTE OF TECHNOLOGY ("GEORGIA TECH"), MOREHOUSE SCHOOL OF MEDICINE AND THE CENTERS FOR DISEASE CONTROL AND PREVENTION ("CDC"). IN 2023, CHILDREN'S HAD MORE THAN 2,600 PATIENTS ENROLLED IN A CLINICAL RESEARCH STUDY. OF THOSE ENROLLED, 340 PARTICIPATED IN A CLINICAL TRIAL. THIS AFFILIATION BETWEEN EMORY AND CHILDREN'S FACILITATES LEADING-EDGE PEDIATRIC RESEARCH AND TRAINS PEDIATRICIANS AND PEDIATRIC SUBSPECIALISTS. CHILDREN'S HAS AN ONGOING COMMITMENT TO OUR RESEARCH COLLABORATION WITH GEORGIA TECH, CALLED THE CHILDREN'S HEALTHCARE OF ATLANTA PEDIATRIC TECHNOLOGY CENTER AT GEORGIA TECH (PTC), WHICH IS RECOGNIZED WITHIN THE ENGINEERED BIOSYSTEMS BUILDING AND IN OTHER GEORGIA TECH CAMPUS FACILITIES WHERE JOINT RESEARCH IS TAKING PLACE. AMONG OTHER THINGS, CHILDREN'S HAS NUMEROUS RESEARCH SUCCESS STORIES IN INFECTIOUS DISEASES, DRUG DISCOVERY, NEWBORN MEDICINE, SICKLE CELL DISEASE, ONCOLOGY, TRANSPLANT MEDICINE, DEVICE DEVELOPMENT AND AUTISM. IN ADDITION TO THE PTC, CHILDREN'S KEY PRIORITY RESEARCH CENTERS ARE THE AFLAC CANCER AND BLOOD DISORDERS CENTER, CENTER FOR CHILDHOOD INFECTIONS AND VACCINES, CENTER FOR CLINICAL AND TRANSLATIONAL RESEARCH, CENTER FOR CYSTIC FIBROSIS AND AIRWAYS DISEASE RESEARCH, CENTER FOR VIROSCIENCE AND CURE, CENTER FOR IMMUNITY AND APPLIED GENOMICS, CENTER FOR GASTROENTEROLOGY ENDOCRINOLOGY & NUTRITION INNOVATION, CHILDREN'S CENTER FOR NEUROSCIENCES RESEARCH, HEART RESEARCH AND OUTCOMES CENTER, MARCUS CENTER FOR PEDIATRIC ADVANCED CELLULAR THERAPIES, CLINICAL OUTCOMES RESEARCH & PUBLIC HEALTH, AND MARCUS AUTISM CENTER. OUR STEPHANIE V. BLANK CENTER FOR SAFE AND HEALTHY CHILDREN WORKS WITH LAW ENFORCEMENT, THE DIVISION OF FAMILY AND CHILDREN SERVICES AND CHILD ADVOCACY AGENCIES TO IDENTIFY, TREAT AND PREVENT CHILD ABUSE AND NEGLECT. IN 2023, CHILDREN'S TRAINED NEARLY 300 CAREGIVERS AND 900 YOUTH ON ONLINE SAFETY, MORE THAN 200 PROFESSIONALS ON MANDATED REPORTING, AND MORE THAN 300 PROFESSIONALS ON THE MEDICAL ASPECTS OF PHYSICAL AND SEXUAL ABUSE. THOSE TRAINED INCLUDED MEDICAL PERSONNEL, LAW ENFORCEMENT, CHILD ADVOCATES, SCHOOL STAFF, SOCIAL WORKERS AND MENTAL HEALTH PRACTITIONERS. IN ADDITION, THE CENTER REACHED MORE THAN 12,000 CHILDREN WITH CHILD PROTECTION PROGRAMS THAT ADDRESS CHILD ABUSE, CHILD NEGLECT AND CHILD SEX TRAFFICKING. IN 2023, CHILDREN'S CONTINUED ITS STRONG4LIFE INITIATIVE FOCUSING ON CHILDHOOD OBESITY, ILLNESS AND INJURY PREVENTION, CHILD PROTECTION, AND BEHAVIORAL AND MENTAL HEALTH. IN 2023, STRONG4LIFE TRAINED MORE THAN 856 HEALTHCARE PROVIDERS, REACHED 814,000 CHILDREN, MORE THAN 906 SCHOOLS, EARLY CARE AND EDUCATION CENTERS THROUGH CHILD ADVOCACY PROGRAMS. IN ADDITION, CHILDREN'S TRAINED 176 CLINICIANS, 163 SCHOOLS AND 39 EARLY CARE AND EDUCATION CENTERS IN BEHAVIORAL AND MENTAL HEALTH RESILIENCY. CHILDREN'S SERVES AS THE LEAD AGENCY FOR SAFE KIDS GEORGIA, A STATEWIDE NETWORK FOR PREVENTING UNINTENTIONAL INJURIES AMONG CHILDREN. THESE TYPES OF INJURIES ARE THE NO. 1 CAUSE OF DEATH FOR CHILDREN FROM BIRTH TO AGE 19. IN 2023, SAFE KIDS GEORGIA-THROUGH ITS 32 LOCAL COALITIONS ACROSS 56 COUNTIES-REACHED 70,000 CHILDREN THROUGH EDUCATION PROVIDED TO CAREGIVERS, VOLUNTEERS AND PROFESSIONALS. SAFE KIDS GEORGIA DISTRIBUTED MORE THAN 15,000 SAFETY DEVICES TO RESIDENTS THROUGHOUT THE STATE, INCLUDING CAR AND BOOSTER SEATS, BIKE HELMETS, SMOKE AND CARBON MONOXIDE DETECTORS, GUN LOCKS AND PERSONAL FLOTATION DEVICES. THROUGH THE CONDUCT OF THESE ACTIVITIES, CHILDREN'S HEALTHCARE OF ATLANTA, INC. SEEKS TO MAKE KIDS BETTER TODAY AND HEALTHIER TOMORROW. 0 true false false true false false false false false true true true false true true false false true false false true false false false false false false false false true true false false false false false false false false false false false false false false true true true true true false true X 1057 0 true 15748 true true true false false false false false false false false false true false X 26 23 false false true false false false false true true false false true true true true true true true true true true GA X BRANDON YODER 4047856787 1575 NORTHEAST EXPRESSWAY ATLANTA GA 30329 X DONNA HYLAND PRESIDENT & CEO - CHOA 41.0 11.0 X X 2076341 0 461479 JAMES FORTENBERRY MD CHIEF MEDICAL OFFICER 40.0 11.0 X 1254944 0 171701 RUTH FOWLER CFO/TREASURER 41.0 11.0 X 1181662 0 203942 RONALD FRIESON CHIEF OPERATING OFFICER 40.0 11.0 X 1146954 0 203607 DAVID WRUBEL MD INDV TRUSTEE/NEUROSURGEON 1.0 51.0 X 0 1115590 57630 MUTHU MUTHIAH CHIEF 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HEALTHCARE OF ATLANTA, INC. SERVES AS THE CORPORATE PARENT OF A MULTI-HOSPITAL PEDIATRIC HEALTH SYSTEM AND SUPPORTS THE EXEMPT MEMBERS OF THE SYSTEM THROUGH OVERALL MANAGEMENT OF ADMINISTRATIVE FUNCTIONS SUCH AS FINANCE AND ACCOUNTING, STRATEGIC PLANNING, HUMAN RESOURCES, INVESTMENT MANAGEMENT AND RELATED FUNCTIONS. MANY OF THESE COSTS ARE BORNE DIRECTLY BY THE PARENT RATHER THAN ALLOCATED TO THE VARIOUS SUPPORTED ORGANIZATIONS. FOR 2023, THE SALARY, BENEFITS, INVESTMENT MANAGEMENT AND OTHER COSTS INCURRED DIRECTLY BY THE PARENT TO MANAGE THE SYSTEM, WHICH CONSTITUTE INDIRECT SUPPORT OF THE SUPPORTED ORGANIZATIONS, TOTALED $31,110,972. SCHDEULE A, PART IV, SECTION C CHILDREN'S HEALTHCARE OF ATLANTA, INC. BOARD OF TRUSTEES (THE "SYSTEM BOARD") HAS A PROCESS IN PLACE, LED BY ITS GOVERNANCE & BOARD DEVELOPMENT COMMITTEE, TO IDENTIFY AND RECRUIT NEW TRUSTEES FOR THE SYSTEM AND AFFILIATE BOARDS. IN ACCORDANCE WITH CHILDREN'S BYLAWS AND THE COMMITTEE CHARTER, THE GOVERNANCE & BOARD DEVELOPMENT COMMITTEE IS RESPONSIBLE FOR IDENTIFYING AND RECOMMENDING TO THE SYSTEM BOARD CANDIDATES FOR ELECTION AS BOARD MEMBERS AND OFFICERS OF THE SYSTEM AND AFFILIATE BOARDS. THE SYSTEM BOARD ANNUALLY ELECTS REPLACEMENT SYSTEM AND AFFILIATE BOARD MEMBERS FOR EXPIRING TERMS (TYPICALLY IN DECEMBER). THE SYSTEM BOARD IS COMPOSED OF NOT LESS THAN TWELVE (12) NOR MORE THAN TWENTY-EIGHT (28) TRUSTEES, INCLUDING FIFTEEN (15) VOTING REGULAR TRUSTEES, EIGHT (8) VOTING AT LARGE TRUSTEES, AND FIVE (5) VOTING EX OFFICIO TRUSTEES. THE FIVE (5) VOTING EX OFFICIO TRUSTEES ARE THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE CORPORATION, THE BOARD CHAIRPERSON OF CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION, INC., THE BOARD CHAIRPERSON OF MARCUS AUTISM CENTER, INC. OR HIS OR HER DESIGNEE, AND THE TWO (2) HIGHEST RANKING OFFICERS OF THE SYSTEM'S PROFESSIONAL STAFF. REGULAR TRUSTEES SERVE THREE (3) YEAR TERMS, NOT TO EXCEED THREE (3) CONSECUTIVE TERMS AS A REGULAR TRUSTEE. AT LARGE TRUSTEES SERVE ONE (1) YEAR TERMS, NOT TO EXCEED FOUR (4) CONSECUTIVE YEARS TOTAL. TERMS FOR REGULAR TRUSTEES ARE STAGGERED SO THAT APPROXIMATELY ONE-THIRD OF THE REGULAR TRUSTEES ARE ELECTED EACH YEAR. AT LARGE AND REGULAR TRUSTEES GENERALLY MAY SERVE UP TO THIRTEEN (13) CONSECUTIVE YEARS ON THE SYSTEM BOARD IN ANY COMBINATION OF REGULAR AND AT LARGE TERMS. MEMBERS OF THE SYSTEM BOARD MAY BE SELECTED FROM INDIVIDUALS SERVING ON EXISTING BOARDS OF TRUSTEES OF AFFILIATES OR FROM MEMBERS OF THE COMMUNITY AT LARGE. NO TRUSTEE SHOULD HOLD AN ELECTED PUBLIC OFFICE DURING THE TIME OF HIS OR HER SERVICE ON THE SYSTEM BOARD. ANY CURRENT TRUSTEE WHO INTENDS TO RUN FOR AN ELECTED PUBLIC OFFICE MUST SUBMIT HIS OR HER RESIGNATION FROM THE SYSTEM BOARD AS SET FORTH IN ARTICLE III, SECTION 5 OF THE BYLAWS PRIOR TO ENGAGING IN CAMPAIGN ACTIVITIES. OFFICERS ARE ELECTED BY THE SYSTEM BOARD FOR LONGER OF ONE (1) YEAR TERM OR UNTIL REPLACED. false true false false false false true 537314 false false 537314 false SCHEDULE C, PART II-B DESCRIPTION OF LOBBYING ACTIVITIES DURING THE YEAR, CHILDREN'S HEALTHCARE OF ATLANTA, INC. (CHILDREN'S) HAS ATTEMPTED TO INFLUENCE NATIONAL, STATE AND LOCAL LEGISLATION THROUGH THE USE OF: 1. PAID STAFF AND MANAGEMENT - CHILDREN'S GOVERNMENT AFFAIRS STAFF ENGAGES IN DIRECT CONTACT WITH LOCAL, STATE AND FEDERAL LEGISLATORS, AS WELL AS LOCAL, STATE AND FEDERAL GOVERNMENT OFFICIALS. 2. DIRECT CONTACT WITH LEGISLATORS, THEIR STAFF, GOVERNMENT OFFICIALS, OR LEGISLATIVE BODY. DURING THE YEAR, MEMBERS OF THE CHILDREN'S GOVERNMENT AFFAIRS TEAM MADE DIRECT CONTACT WITH LEGISLATORS, THEIR STAFF AND GOVERNMENT OFFICIALS. THE VAST MAJORITY OF OUR CONTACT WAS MADE TO MEMBERS OF THE GEORGIA GENERAL ASSEMBLY, WITH OUR CONTACTS MADE TO GOVERNMENT OFFICIALS AND MEMBERS OF THE GEORGIA CONGRESSIONAL DELEGATION AND THEIR STAFF. ALL COMMUNICATIONS ARE RELATED TO LEGISLATIVE ISSUES THAT IMPACT THE ACCOMPLISHMENT OF CHILDREN'S TAX EXEMPT PURPOSE, INCLUDING FUNDING FOR PUBLIC HEALTH INITIATIVES, STATE MEDICAID FUNDING AND RELATED LEGISLATION. IN ADDITION, CHILDREN'S HAS ENGAGED OUTSIDE LOBBYING FIRMS TO ASSIST IN ADVOCACY EFFORTS. 2625883690 5436859 224965215 89610530 3824238 2762850996 2371410880 252004016 71716934 59760999 9487141 2625883690 2105196083 3037784 316029333 40338917 12513403 2371410880 1867772141 6104704 277392003 38407834 7664931 2105196083 1358241573 408544357 167718789 62086904 4645674 1867772141 0.90060 0.00000 0.09940 false false 8886493 8886493 0 17568 17568 6315514 6315514 2612624 2612624 0 ALTERNATIVE INVESTMENTS 2132261111 F 2132261111 IC BOND REC FROM REE 1221316724 CAPITALIZED BOND INTEREST 3202808 LT RETIREMENT INVESTMENTS 4923428 1229442960 0 INTERCOMPANY PAYABLES TO GROUP 4522439763 SWAP VALUATION LIABILITY 29712069 RESEARCH PLEDGE 16403846 4568555678 SCHEDULE D, PART V, LINE 4 DESCRIPTION ON INTENDED USE OF ENDOWMENT FUNDS INCOME FROM THE ENDOWMENT FUNDS IS USED TO SUPPORT THE TAX EXEMPT PURPOSES OF THE ORGANIZATIONS IN THE CHILDREN'S HEALTHCARE OF ATLANTA SYSTEM, INCLUDING THE PROVISION OF CHARITY CARE. true Central America and the Caribbean 0 0 Investments 3985023628 Europe (Including Iceland and Greenland) 0 0 Investments 283922295 Sub-Saharan Africa 0 0 Investments 28286151 North America 0 0 Investments 41543866 0 0 0 0 4338775940 4338775940 true false true true true false SCHEDULE F, PART I, LINE 3, COLUMN (F) INVESTMENT VALUATION THE AMOUNTS FOR PART I, LINE 3, COLUMN F INCLUDE NON-MARKETABLE ALTERNATIVE ASSETS VALUED ON AN EQUITY BASIS, HEDGE FUNDS AT FAIR MARKET VALUE, AND DIRECTLY HELD MARKETABLE ASSETS AT FAIR MARKET VALUE. X true true X X X X true true false false false true true false false DONNA HYLAND PRESIDENT & CEO - CHOA 1428486 0 593047 0 54808 0 432883 0 28596 0 2537820 0 0 0 JAMES FORTENBERRY MD CHIEF MEDICAL OFFICER 550817 0 190599 0 513528 0 141342 0 30359 0 1426645 0 450490 0 RUTH FOWLER CFO/TREASURER 766488 0 245488 0 169686 0 177733 0 26209 0 1385604 0 143567 0 RONALD FRIESON CHIEF OPERATING OFFICER 752615 0 242408 0 151931 0 175689 0 27918 0 1350561 0 96040 0 LINDA MATZIGKEIT CHIEF ADMIN OFFICER 601389 0 187546 0 158061 0 139796 0 24904 0 1111696 0 108939 0 DAVID WRUBEL MD INDV TRUSTEE/NEUROSURGEON 0 995924 0 82880 0 36786 0 22350 0 35280 0 1173220 0 0 MUTHU MUTHIAH CHIEF INVESTMENT OFFICER 647971 0 469480 0 1435 0 22150 0 14838 0 1155874 0 0 0 JEREMY MELLER CHIEF INFORMATION OFFICER 488344 0 158275 0 40099 0 119602 0 28090 0 834410 0 0 0 DAVID FENSTERMACHER SVP GENERAL COUNSEL/SECRETARY 413351 0 102671 0 22730 0 17950 0 32358 0 589060 0 0 0 SRIKANT IYER Chief Quality Officer 343858 0 90081 0 24752 0 18957 0 21368 0 499016 0 0 0 JON POPLER MD INDV TRUSTEE/PULMONOLOGIST 0 366277 0 0 0 52108 0 14613 0 41858 0 474856 0 0 JOHN DOLFIN INVESTMENT DIRECTOR 315906 0 81749 0 1699 0 15638 0 33691 0 448683 0 0 0 TRISHA HARDY VP Human Resources 287852 0 71237 0 6958 0 15218 0 38127 0 419392 0 0 0 MICHAEL BANNA VP Strategic & Finan Planning 303252 0 72421 0 2184 0 15319 0 23087 0 416263 0 0 0 LUCKY JAIN PEDS IN CHIEF ACADEMIC OFFICER 322380 0 61800 0 11852 0 21510 0 3016 0 420558 0 0 0 TIM WHITEHEAD VP MARKETING & COMMUNICATIONS 307197 0 69358 0 4044 0 15299 0 13765 0 409663 0 0 0 DANIEL SALINAS MD FMR CHIEF OF CMTY CLINICAL INT 14735 0 0 0 182312 0 9150 0 404 0 206601 0 178342 0 TODD LUSK FMR MANAGING DIR-INVESTMENT OP 14297 0 0 0 90653 0 0 0 0 0 104950 0 0 0 SCHEDULE J, PART I, LINE 1A PURSUANT TO THE ORGANIZATION'S TRAVEL AND REIMBURSEMENT POLICY, THE CHIEF EXECUTIVE OFFICER (CEO) IS ENTITLED TO TRAVEL FIRST CLASS OR BUSINESS CLASS ON FLIGHTS LONGER THAN TWO HOURS TO ENABLE THE CEO TO GET WORK DONE MORE EFFICIENTLY AND EFFECTIVELY ON LONGER FLIGHTS. HOWEVER, THE CEO MUST GIVE STRONG CONSIDERATION TO THE FINANCIAL IMPLICATIONS OF TRAVELING FIRST OR BUSINESS CLASS. IN ADDITION, THE CHIEF INVESTMENT OFFICER (CIO) IS ENTITLED TO TRAVEL FIRST CLASS OR BUSINESS CLASS DUE TO FREQUENT INTERNATIONAL TRAVEL. CHILDREN'S DOES NOT TREAT THE PAYMENTS FOR FIRST CLASS TRAVEL AS TAXABLE TO THE CEO AND CIO GIVEN THE BUSINESS PURPOSE ASSOCIATED WITH SUCH FLIGHTS. SCHEDULE J, PART I, LINE 4A TODD LUSK RECEIVED SEVERANCE IN THE AMOUNT OF $90,653. SCHEDULE J, PART I, LINE 4B IN 2016, THE COMPENSATION AND BENEFITS COMMITTEE ELECTED TO OFFER AN UPDATED ADDITIONAL RETIREMENT PLAN TO CERTAIN EXECUTIVES. THE 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. IN ADDITION, NON-CEO PARTICIPANTS WILL AUTOMATICALLY VEST ONCE THE PARTICIPANT REACHED TARGETED RETIREMENT DATE. BELOW ARE THE PARTICIPANTS AND THE TOTAL AMOUNT CONTRIBUTED TO THE PLAN DURING 2023: DONNA HYLAND - $ 410,533 RUTH FOWLER - $ 155,383 LINDA MATZIGKEIT - $ 118,582 RONALD FRIESON - $ 153,339 JEREMY MELLER - $ 100,181 JAMES FORTENBERRY - $ 119,756 BELOW ARE THE PARTICIPANTS AND THE TOTAL AMOUNT DISTRIBUTED FROM THE PLAN DURING 2023: RUTH FOWLER - $ 120,496 LINDA MATZIGKEIT - $ 137,875 RONALD FRIESON - $ 98,410 JAMES FORTENBERRY - $ 456,254 DANIEL SALINAS - $ 182,151 SCHEDULE J, PART I, LINES 6A & 6B EXECUTIVES ARE ELIGIBLE FOR AN ANNUAL INCENTIVE, WHICH INCLUDES A MEASUREMENT FOR ACHIEVEMENT OF BUDGETED OPERATING CASH FLOW MARGIN. THESE INCENTIVES ARE CALCULATED AS A CERTAIN PERCENTAGE OF THE EXECUTIVE'S BASE COMPENSATION APPROVED BY THE COMPENSATION AND BENEFITS COMMITTEE. SCHEDULE J, PART II EMPLOYEES OF CHILDREN'S HEALTHCARE OF ATLANTA, INC. (CHILDREN'S) HAVE THE OPTION TO PARTICIPATE IN THE 403(B) RETIREMENT PLAN OFFERED BY THE ORGANIZATION. CHILDREN'S PROVIDES AN ANNUAL DISCRETIONARY CONTRIBUTION IN A 401(A) RETIREMENT PLAN FOR EMPLOYEES WHO WORK AT LEAST 1,000 HOURS IN THE CALENDAR YEAR AND ARE EMPLOYED ON 12/31/2023. ALL INDIVIDUALS ARE EMPLOYEES OF CHILDREN'S HEALTHCARE OF ATLANTA, INC. (THE "PARENT" EIN 58-2367819) WITH CHILDREN'S HEALTHCARE OF ATLANTA GROUP (THE "GROUP" EXEMPTION NUMBER 5857) ACTING AS THE COMMON PAYROLL AGENT FOR THE PARENT AND ALL ENTITIES WITHIN THE GROUP. A DEKALB PRIVATE HOSP AUTH&DEV AUTH FULTON CNTY 581639487 241064DD3 2008-02-28 192965000 SEE SCHEDULE K, PART VI true false false B BROOKHAVEN DEVELOPMENT AUTHORITY 822312852 113073AY6 2019-08-20 819220770 SEE SCHEDULE K, PART VI false false false C DEKALB PRIVATE HOSPITAL AUTHORITY 581639487 241064EX8 2019-08-20 97401974 SEE SCHEDULE K, PART VI false false false D DEV AUTH FULTON CNTY 581506878 36005FDP7 2019-08-20 92108316 See Schedule K, part VI false false false A 20810000 108360000 192965000 0 0 0 827037 0 0 119826000 72311963 0 2008 true false true true B 50125000 0 828796174 0 0 0 2395030 0 0 826401144 0 0 true false false C 11055000 0 98455048 0 0 0 251349 0 0 98203699 0 0 true false false D 10235000 0 92108316 0 0 0 232780 0 0 0 91875536 0 2018 true false true true A false false true true true true 0.00000 0.00000 0.00000 false false 0.00000 false true B false false true true true true 0.00500 0.00000 0.00500 false false 0.00000 false true C false false true true true true 0.00500 0.00000 0.00500 false false 0.00000 false true D false false true true true true 0.00000 0.00000 0.00000 false false 0.00000 false true A false false true false true false 0 false 0 false true B false true false false false false 0 false 0 false true C false true false false false false 0 false 0 false true D false true true false false false 0 false 0 false true A true B true C true D true WRITTEN PROCEDURES SCHEDULE K, PART V CHILDREN'S HEALTHCARE OF ATLANTA, INC. HAS IMPLEMENTED POST-COMPLIANCE PROCEDURES FOR ITS TAX-EXEMPT BOND PROCEEDS. ISSUER EIN SCHEDULE K, PART I, LINE 1 COLUMN A AND B INCLUDE BOTH: DEKALB PRIVATE HOSPITAL AUTHORITY (58-1639487) AND DEVELOPMENT AUTHORITY OF FULTON COUNTY (58-1506878). DESCRIPTION OF PURPOSE SCHEDULE K, PART I, COLUMN (F) THE 2017 DEKALB & FULTON REISSUANCE ARE PART OF A SINGLE ISSUE FOR FEDERAL INCOME TAX PURPOSES WITH BONDS ISSUED BY THE BROOKHAVEN DEVELOPMENT AUTHORITY INCLUDED AS PART OF SET #2. THE 2019A, 2019B, AND 2019C BONDS ARE PART OF A SINGLE ISSUE FOR FEDERAL INCOME TAX PURPOSES. THE REFUNDING AND PROJECT PORTION ARE TREATED SEPARATELY FOR PRIVATE BUSINESS USE PURPOSES. SET #1 A - PURPOSE SERIES 2008 REFUNDED THE FOLLOWING: SERIES 2005A AND 2005C ISSUED BY THE DEVELOPMENT AUTHORITY OF FULTON COUNTY, DATE OF ISSUANCE FEBRUARY 28, 2005. IT ALSO REFUNDED THE CONSTRUCTION AND EQUIPPING OF HOSPITAL FACILITIES. A PORTION OF THE BONDS WERE LEGALLY DEFEASED IN AUGUST 2019; THE DEFEASANCE ESCROW WAS PAID OUT IN FULL IN AUGUST 2019. B - PURPOSE SERIES 2019A: THE COST OF ACQUISITION, CONSTRUCTION, EQUIPPING AND EXPANSION OF THE ARTHUR M. BLANK HOSPITAL AND NEW SUPPORT BUILDINGS AND FACILITIES AT CHILDREN'S 76 ACRE NORTH DRUID HILLS CAMPUS. C - PURPOSE SERIES 2019B: THE COST OF ACQUISITION, CONSTRUCTION, EQUIPPING AND EXPANSION OF THE ARTHUR M. BLANK HOSPITAL AND NEW SUPPORT BUILDINGS AND FACILITIES AT CHILDREN'S 76 ACRE NORTH DRUID HILLS CAMPUS. D - PURPOSE SERIES 2019C: REFUNDED ALL OR A PORTION OF THE FOLLOWING SERIES: 2009 DEVELOPMENT AUTHORITY OF FULTON COUNTY; DATE OF ISSUANCE DECEMBER 2, 2009; 2017 DEVELOPMENT AUTHORITY OF FULTON COUNTY; DATE OF ISSUANCE APRIL 18, 2017; REISSUED ON JANUARY 1, 2018 FOR FEDERAL INCOME TAX PURPOSES. SET #2 A - PURPOSE SERIES 2017: THE COST OF ACQUISITION, CONSTRUCTION AND EQUIPPING OF CERTAIN ADDITIONS, EXTENSIONS AND IMPROVEMENTS TO HOSPITAL FACILITIES, REISSUED FOR INCOME TAX PURPOSES ON JANUARY 1, 2018, AND SUBSEQUENTLY REISSUED ON AUGUST 20, 2019 AND TREATED AS CURRENTLY REFUNDING SERIES 2017 BONDs. B - PURPOSE SERIES 2019D: THE COST OF ACQUISITION, CONSTRUCTION, EQUIPPING AND EXPANSION OF THE ARTHUR M. BLANK HOSPITAL AND NEW BUILDINGS AND FACILITIES AT CHILDREN'S 76 ACRE NORTH DRUID HILLS CAMPUS. SUPPLEMENTAL INFORMATION SCHEDULE K, PART II, LINE 3 THE TOTAL PROCEEDS OF THE ISSUANCE COST PROCEEDS DOES NOT EQUAL PART I (E) ISSUE PRICE BECAUSE OF THE INVESTMENT EARNINGS. A DEKALB PRIVATE HOSP AUTH&DEV AUTH OF FULTON CNTY 581639487 000000000 2019-08-20 220000000 SEE SCHEDULE K, PART VI false false false B BROOKHAVEN DEVELOPMENT AUTHORITY 832312852 113073AZ3 2019-08-20 109885000 SEE SCHEDULE K, PART VI false false false A 15050000 1400000 220000000 0 0 0 943500 0 0 166506500 52550000 0 2018 true false true true B 4990000 0 111080693 0 0 0 123559 0 0 110957134 0 0 true false false A false true true true true true 0.00300 0.00000 0.00300 false false 0.00000 false true B false true true true true true 0.00300 0.00000 0.00300 false false 0.00000 false true A false true true false true false 0 false 0 false true B false true true false true false 0 false 0 false true A true B true FORM 990, PART V, LINE 2A NUMBER OF EMPLOYEES REPORTED ON FORM W-3 W-2'S FOR EMPLOYEES OF CHILDREN'S HEALTHCARE OF ATLANTA, INC. GROUP MEMBERS ARE ISSUED UNDER EIN 58-2367819, CHILDREN'S HEALTHCARE OF ATLANTA, INC. (CHILDREN'S), THE PARENT ORGANIZATION. CHILDREN'S IS ALSO INCLUDING ALL INDIVIDUALS ACCORDING TO THE COMMON PAYMASTER RULES WHERE THESE EMPLOYEES ARE COMPENSATED BY A REPORTING AGENT, CHILDREN'S HEALTHCARE OF ATLANTA, INC. GROUP (EIN 90-0779996). FORM 990, PART VI, LINE 4 CHILDREN'S AMENDED ITS BYLAWS ON DECEMBER 12, 2023: - REMOVED THE ADULT PATIENTS PROVISION THAT WAS ADDED TO THE BYLAWS ON JANUARY 5, 2021 AS PART OF ACTIVATING THE SURGE PLAN - ADDED A RESTRICTION ON TRUSTEES HOLDING OR CAMPAIGNING FOR AN ELECTED PUBLIC OFFICE WHILE SERVING ON THE BOARD FORM 990, PART VI, LINE 11B DESCRIPTION OF PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW THE FORM 990 THE ORGANIZATION'S FORM 990 IS REVIEWED IN DETAIL BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO FINAL APPROVAL AND FILING. FORM 990, PART VI, LINE 12C MONITORING & ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY CHILDREN'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 "KEY MANAGEMENT EMPLOYEEA CHILDREN'S ORGANIZATION WHOM HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. A KEY MANAGEMENT EMPLOYEE WOULD BE THE CHIEF EXECUTIVE OFFICER OF A CHILDREN'S ORGANIZATION, ANY MANAGERS WHO REPORT DIRECTLY TO THE CHIEF EXECUTIVE OFFICER OR THE BOARD OF A CHILDREN'S ORGANIZATION; ANY EMPLOYEE OTHERWISE LISTED AS A CURRENT OR FORMER "KEY EMPLOYEE" IN THE MOST RECENTLY FILED IRS FORM 990 OF A CHILDREN'S ORGANIZATION, OR ANY OTHER PERSONNEL SO DESIGNATED BY THE CHIEF EXECUTIVE OFFICER. 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. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, SUCH INTERESTED PERSON SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT EXISTS. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER: A) THE TRANSACTION OR ARRANGEMENT IS IN THE CHILDREN'S ORGANIZATION'S BEST INTEREST, AND IS FAIR AND REASONABLE; OR B) WHETHER THE CHILDREN'S ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS AN EQUAL OR MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS OR TRUSTEES WHETHER: A) TO ENTER INTO THE TRANSACTION OR ARRANGEMENT; B) TO ENTER INTO AN EQUAL OR MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST; OR C) TAKE NO ACTION. EACH INTERESTED PERSON OF A CHILDREN'S ORGANIZATION SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; B) HAS READ AND UNDERSTANDS THE POLICY; AND C) HAS AGREED TO COMPLY WITH THE POLICY. ANNUALLY, INTERESTED PERSONS WILL COMPLETE A QUESTIONNAIRE TO PROVIDE INFORMATION NEEDED IN CONNECTION WITH THE CHILDREN'S ORGANIZATION'S FILING OF ITS IRS FORM 990 WITH THE INTERNAL REVENUE SERVICE. RESULTS OF THE QUESTIONNAIRE ARE REVIEWED BY SENIOR LEADERSHIP AND THE AUDIT AND COMPLIANCE COMMITTEE. FORM 990, PART VI, LINES 15A AND 15B PROCESS FOR DETERMINING COMPENSATION CHILDREN'S BOARD OF TRUSTEES (BOARD) HAS ULTIMATE DECISION-MAKING OVER EXECUTIVE COMPENSATION, AND THE COMPENSATION AND BENEFITS COMMITTEE (COMMITTEE) IS RESPONSIBLE FOR PROGRAM OVERSIGHT AND ADMINISTRATION AND FOR MAKING RECOMMENDATIONS TO THE BOARD. THE COMMITTEE IS COMPRISED OF INDEPENDENT BOARD MEMBERS AND CHARGED WITH EVALUATING THE TOTAL COMPENSATION PACKAGE OF SELECTED EMPLOYEES (CALLED "DISQUALIFIED PERSONS"), AND OTHER EXECUTIVES AND LEADERS. TO CARRY OUT THIS CHARGE, THE COMMITTEE ENGAGES AN INDEPENDENT THIRD PARTY EXECUTIVE COMPENSATION CONSULTING FIRM TO COMPLETE AN ANNUAL ASSESSMENT OF THE COMPETITIVENESS AND REASONABLENESS OF THE TOTAL COMPENSATION PACKAGE FOR "DISQUALIFIED PERSONSOTHER EXECUTIVES AND LEADERS TO THE BOARD. USING MARKET DATA PROVIDED BY THE THIRD PARTY RELATED TO THE PAY, BENEFITS AND PERQUISITES PAID TO FUNCTIONALLY COMPARABLE POSITIONS IN ORGANIZATIONS COMPARABLE TO CHILDREN'S, THE COMMITTEE PROVIDES TOTAL COMPENSATION RECOMMENDATIONS. PAY RECOMMENDATIONS FOR "DISQUALIFIED PERSONS", AND OTHER EXECUTIVES AND LEADERS ARE MADE IN DECEMBER AND BOARD APPROVED CHANGES, IF ANY, ARE EFFECTIVE IN THE FIRST PAY PERIOD OF THE COMING YEAR. INCENTIVE PAYOUTS ARE APPROVED IN FEBRUARY, FOR THE PRIOR YEAR'S PERFORMANCE, AND ISSUED IN MARCH. ALL COMMITTEE RECOMMENDATIONS AND BOARD DECISIONS (RELATED TO EXECUTIVE COMPENSATION) ARE DOCUMENTED IN THE APPLICABLE MEETING MINUTES. FORM 990, PART VI, LINE 19 PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC CHILDREN'S MAKES ITS AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS COMPANY WEBSITE (CHOA.ORG) AND ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC, IN ACCORDANCE WITH IRS GUIDELINES. FORM 990, PART VII, SECTION A, LINE 1A HOURS DEVOTED TO RELATED ORGANIZATIONS ALL MEMBERS OF CHILDREN'S HEALTHCARE OF ATLANTA EXECUTIVE TEAM WORK A MINIMUM OF 50 HOURS PER WEEK. THE SPLIT OF THESE HOURS BETWEEN THE PARENT AND GROUP RETURNS IS DETERMINED BY THE INDIVIDUAL'S ROLE AND RESPONSIBILITIES AS WELL AS THE LOCATION OF THE INDIVIDUAL'S PAYROLL EXPENSE. INDIVIDUALS WHOSE PAYROLL EXPENSE IS LOCATED AT THE PARENT SPEND 80% OR 40 HOURS OF THEIR WORK WEEK DEVOTED TO CARRYING OUT THE GOALS AND OBJECTIVES OF THE CHILDREN'S ORGANIZATION AS A WHOLE. THE REMAINING 20% OR 10 HOURS IS DEVOTED TO SPECIFIC GOALS AND TASKS ASSOCIATED WITH ONE OR MORE OF THE ORGANIZATIONS REPRESENTED IN THE GROUP RETURN. INDIVIDUALS WHOSE PAYROLL EXPENSE IS LOCATED AT THE SUPPORT ZONE SPEND 80% OR 40 HOURS OF THEIR WORK WEEK DEVOTED TO CARRYING OUT THE GOALS AND OBJECTIVES OF ONE OR MORE OF THE ENTITIES REPRESENTED IN THE GROUP RETURN. THE REMAINING 20% OR 10 HOURS IN DEVOTED TO TASKS OR OBJECTIVES RELATED TO THE CHILDREN'S ORGANIZATION AS A WHOLE. OFFICERS AND TRUSTEES SPEND 1 HOUR OF THEIR WORK WEEK DEVOTED TO CARRYING OUT THEIR DUTIES. 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