2025-05-15T15:32:45-04:00 2024-06-30 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2023-07-01 581627413 WELLSTAR FOUNDATION INC % JAMES M SWARTZ WELL 7709567827 793 SAWYER ROAD MARIETTA GA 300622222 JAMES M SWARTZ VP ACCOUNTING 7709567827 2025-05-14 true true JOANNE KRUEGER P01235586 2673303000 2025-05-14 2023 2025-03-06 01:10:19Z CANDICE L SAUNDERS 793 SAWYER ROAD MARIETTA GA 300622222 18240644 false X www.wellstar.org X 1984 GA To support the charitable activities of all WellStar Health System organizations. 24 20 0 49 0 0 17450871 15822165 0 0 804275 2262259 -276490 -403624 17978656 17680800 3915089 2143509 0 0 2959088 3312377 0 0 3278263 4446941 4677518 11321118 10133404 6657538 7547396 46447133 54736655 364905 461984 46082228 54274671 X SEE SCHEDULE O false false 4382583 2143509 0 SEE SCHEDULE O 4382583 true true false false false false false false true false false false false true false true true false false false false false false true false false true true true false false false false false false false false false false false false false true true false false false true 0 0 0 true false false false false false true true false false false false false false false X 24 20 false false false false true true true true true false false true true true true true true true true false GA X JAMES M SWARTZ 7709567827 793 SAWYER ROAD MARIETTA GA 300622222 CANDICE SAUNDERS PRESIDENT & CEO;FDN.BRD.MEMBER 2.0 48.0 X X 0 4470894 115914 ANTHONY J BUDZINSKI EXEC. VP & CFO;FDN.BRD.MEMBER 2.0 48.0 X X 0 3831591 111381 JULIE TEER FOUNDATION BOARD MEMBER 2.0 48.0 X X 0 819305 37565 THEOLYN PRICE MD FOUNDATION BOARD MEMBER 2.0 48.0 X 0 707034 81981 ADDIE MATHES FOUNDATION BOARD MEMBER 2.0 0.0 X 0 0 0 ANDREW JOHNSON FOUNDATION BOARD MEMBER 2.0 0.0 X 0 0 0 BIRD BLITCH FOUNDATION BOARD MEMBER 2.0 0.0 X 0 0 0 CHRIS PUMPHREY FOUNDATION BOARD MEMBER 2.0 0.0 X 0 0 0 CONDACE PRESSLEY FOUNDATION BOARD MEMBER 2.0 0.0 X 0 0 0 DAN BUYERS FOUNDATION BOARD MEMBER 2.0 0.0 X 0 0 0 DAVID SCHMIDT MD FOUNDATION BOARD MEMBER 2.0 0.0 X 0 0 0 DEBBIE THATCH FOUNDATION BOARD MEMBER 2.0 0.0 X 0 0 0 EMIL HILL FOUNDATION BOARD MEMBER 2.0 0.0 X 0 0 0 GARY A MILLER FOUNDATION BOARD MEMBER 2.0 0.0 X 0 0 0 JAY WALLACE FOUNDATION BOARD MEMBER 2.0 0.0 X 0 0 0 KARL FILLIP FOUNDATION BOARD MEMBER 2.0 0.0 X 0 0 0 KEN MANNING FOUNDATION BOARD MEMBER 2.0 0.0 X 0 0 0 MATT WEBB FOUNDATION BOARD MEMBER 2.0 0.0 X 0 0 0 PETE QUINONES FOUNDATION BOARD MEMBER 2.0 0.0 X 0 0 0 REAGAN MCLAUGHLIN FOUNDATION BOARD MEMBER 2.0 0.0 X 0 0 0 STEPHANIE WINDHAM FOUNDATION BOARD MEMBER 2.0 0.0 X 0 0 0 WILLIAM LAKO FOUNDATION BOARD MEMBER 2.0 0.0 X 0 0 0 RANDY KOPORC FOUNDATION BOARD MEMBER 2.0 0.0 X 0 0 0 JASMINE CROWE-HOUSTON FOUNDATION BOARD MEMBER 2.0 0.0 X 0 0 0 0 9828824 346841 0 false true false 0 1129309 5854447 8838409 15822165 0 2262259 2262259 0 0 0 0 0 0 156220 1129309 559844 -403624 -403624 0 0 0 0 0 0 0 17680800 0 1858635 2016509 2016509 127000 127000 0 0 0 0 3312377 260202 1396208 1655967 0 0 0 0 0 0 0 0 0 2685195 1111497 618368 955330 826161 0 343094 483067 201458 85814 13429 102215 0 0 7085 0 7085 0 36816 899 35631 286 0 29513 4800 24713 0 0 0 7623 0 7623 0 0 OTHER EXPENSES 883667 775862 26407 81398 10133404 4382583 2472558 3278263 0 0 5463816 7128336 4746699 5208812 0 0 0 0 0 0 0 0 0 0 76880 0 0 0 36159738 42399507 0 0 0 0 0 0 0 0 46447133 54736655 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 364905 461984 364905 461984 X 5162834 6669409 40919394 47605262 46082228 54274671 46447133 54736655 X 7547396 645047 X false true X true false X X 8 DOUGLAS HOSPITAL INC 582026750 3 true 398185 0 COBB HOSPITAL INC 580968382 3 true 921716 0 PAULDING MEDICAL CENTER INC 582095884 3 true 14115 0 KENNESTONE HOSPITAL INC 582032904 3 true 214302 0 WELLSTAR SPALDING REGIONAL HOSPITAL INC 810864789 3 true 32111 0 WELLSTAR SYLVAN GROVE HOSPITAL INC 810875069 3 true 0 0 WELLSTAR NORTH FULTON HOSPITAL INC 810851756 3 true 14584 0 WEST GEORGIA MEDICAL CENTER INC 205497506 3 true 5725 0 8 1600738 0 8448758 10186157 13979490 17450871 15822165 65887441 0 0 8448758 10186157 13979490 17450871 15822165 65887441 0 65887441 478163 570239 1046785 804275 2262259 5161721 0 0 71049162 0.92735 0.94613 X true false false false false false false false false false false false false false false false SCHEDULE A, PART IV, SECTION C, LINE 1 WELLSTAR HEALTH SYSTEM IS THE COMMON PARENT OF WELLSTAR FOUNDATION AND EACH OF ITS SUPPORTED ORGANIZATIONS, DOUGLAS HOSPITAL, COBB HOSPITAL, PAULDING MEDICAL CENTER, KENNESTONE HOSPITAL, WELLSTAR ATLANTA MEDICAL CENTER, WELLSTAR NORTH FULTON HOSPITAL, WELLSTAR SPALDING REGIONAL HOSPITAL, WELLSTAR SYLVAN GROVE HOSPITAL, AND WELLSTAR WEST GEORGIA MEDICAL CENTER EACH LISTED ON SCHEDULE A, PART VI. WELLSTAR HEALTH SYSTEM IS ALSO THE SOLE MEMBER OF EACH ORGANIZATION. AS SOLE MEMBER, WELLSTAR HEALTH SYSTEM HOLDS CERTAIN POWERS OF ELECTION AND APPROVAL IN CONNECTION WITH THE GOVERNING BODY OF WELLSTAR FOUNDATION AND EACH OF ITS SUPPORTED ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8480000 292000 800000 9572000 8396000 89000 -5000 8480000 9743000 52000 -1399000 8396000 7756000 65000 1922000 9743000 7936000 42000 -222000 7756000 0.65000 0.35000 false true true 0 DUE TO AFFILIATES 409910 LIAB. UNDER SPLIT-INT. AGREEMENT 52074 461984 X SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS: WELLSTAR FOUNDATION, INC. HELD TWO ENDOWMENT FUNDS AT THE END OF THE REPORTING PERIOD. ONE ENDOWMENT, THE HODGES FUND, IS ESTABLISHED FOR THE PURPOSE OF PROVIDING SCHOLARSHIPS TO ELIGIBLE STUDENTS IN HEALTHCARE RELATED COURSE STUDIES. THE SECOND ENDOWMENT, HOSPICE FUND, IS ESTABLISHED TO PROVIDE FINANCIAL ASSISTANCE TO INDIGENT PATIENTS IN THE WELLSTAR HOSPICE PROGRAM. SCHEDULE D, PART X, LINE 2 THE FOLLOWING FOOTNOTE IS RELATED TO THE ORGANIZATION'S APPLICATION OF FASB ASC 740 (PREVIOUSLY FIN 48): "WELLSTAR AND 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. 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. WELLSTAR HAS EVALUATED ITS TAX POSITIONS AND DOES NOT BELIEVE THERE ARE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2024, or 2023." GALA 1031664 941364 90300 230629 6500 205666 GOLF OUTING 141395 101795 39600 48388 18664 6094 1 112470 86150 26320 3983 26960 6784 6176 1285529 1129309 156220 3983 305977 25448 6500 217936 559844 -403624 true WELLSTAR HEALTH SYSTEM INC 793 SAWYER ROAD Marietta GA 300622222 581649541 501(C)(3) 1512256 FMV N/A CAPITAL PURCHASES WELLSTAR HEALTH SYSTEM INC 793 SAWYER ROAD MARIETTA GA 300622222 581649541 501(C)(3) 504253 FMV N/A SUPPORT 1 0 EDUCATIONAL SCHOLARSHIPS 76 127000 FMV N/A SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANTS: WELLSTAR FOUNDATION, INC. MAKES GRANTS TO ITS SUPPORTED ORGANIZATIONS, IN SUPPORT OF THEIR CHARITABLE PURPOSES. AS PART OF AN INTEGRATED HEALTH SYSTEM, ALL DOCUMENTATION OF SUPPORT IS MAINTAINED AND TRACKED AS THEY ARE MADE. false true false false false false false true false ANTHONY J BUDZINSKI EXEC. VP & CFO;FDN.BRD.MEMBER 0 976444 0 540062 0 2315085 0 53750 0 57631 0 3942972 0 2287591 CANDICE SAUNDERS PRESIDENT & CEO;FDN.BRD.MEMBER 0 1824632 0 2167052 0 479210 0 60100 0 55814 0 4586808 0 446498 JULIE TEER FOUNDATION BOARD MEMBER 0 565491 0 237381 0 16433 0 12252 0 25313 0 856870 0 0 THEOLYN PRICE MD FOUNDATION BOARD MEMBER 0 582404 0 121670 0 2960 0 51613 0 30368 0 789015 0 0 SCHEDULE J, PART I, LINE 4B PARTICIPATION IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: DURING THE YEAR, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS AND CERTAIN PHYSICIANS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SPONSORED BY WELLSTAR HEALTH SYSTEM, INC. THE AMOUNTS RELATED TO THIS PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM THE PLAN INCLUDED IN SCHEDULE J, PART II, COLUMN (B): ANTHONY J. BUDZINSKI 2,287,591 CANDICE L. SAUNDERS 446,498 SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS TO OFFICERS: AS PART OF THE WELLSTAR EXECUTIVE COMPENSATION PHILOSOPHY A PERFORMANCE PAY PLAN WAS INSTITUTED SEVERAL YEARS AGO WHEREBY THE WELLSTAR BOARD OF TRUSTEES APPROVES AN ANNUAL INCENTIVE PLAN WHICH CONSISTS OF SEVERAL PERFORMANCE GOALS OR FACTORS THAT UPON ATTAINMENT WILL RESULT IN PAYOUTS TO ELIGIBLE PLAN PARTICIPANTS. THOSE FACTORS ARE: (1) PEOPLE & CUSTOMER SERVICE GOAL FOR EMPLOYEE "TRUST INDEX (2) QUALITY & SAFETY GOAL FOR CLINICAL EXCELLENCE AND PATIENT SATISFACTION; AND (3) FINANCIAL GOAL FOR ATTAINING A POSITIVE OPERATING MARGIN. CONFIRMATION OF ACHIEVING THESE GOALS IS TYPICALLY RECEIVED THROUGH THE ANNUAL EXTERNAL AUDIT PROCESS AND APPROVED BY THE BOARD OF TRUSTEES AT THAT TIME. FORM 990, PART III, LINE 1 VISION: DELIVER WORLD-CLASS HEALTHCARE TO EVERY PERSON, EVERY TIME. MISSION: TO ENHANCE THE HEALTH AND WELL-BEING OF EVERY PERSON WE SERVE. VALUES: WE SERVE WITH COMPASSION. WE PURSUE EXCELLENCE. WE HONOR EVERY VOICE. FORM 990, PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENTS WELLSTAR FOUNDATION IS THE DEVELOPMENT AND FUNDRAISING CENTER FOR WELLSTAR HEALTH SYSTEM, AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3). IT IS DEDICATED TO SERVING OUR COMMUNITY AND GIVING PEOPLE THE TOOLS AND FACILITIES TO BECOME STRONGER AND HEALTHIER. WELLSTAR FOUNDATION BEGAN IN RESPONSE TO MEDICAL ADVANCES NEEDED BY OUR HEALTHCARE SYSTEM TO CONTINUE THE PURSUIT OF WORLD-CLASS HEALTHCARE. FROM ITS MODEST BEGINNINGS WITH FOUR DEDICATED AND EXPERIENCED TEAM MEMBERS TO THE CURRENT 21-MEMBER STAFF, THE FOUNDATION HAS BEEN INSTRUMENTAL IN RALLYING EMPLOYEE, VOLUNTEER, CORPORATE AND COMMUNITY SUPPORT FOR WELLSTAR HEALTH SYSTEM INITIATIVES. THE MEMBERS OF THE FOUNDATION COLLABORATE WITH OTHER COMMUNITY LEADERS TO RAISE FUNDS AND PROVIDE PROGRAMS AND SERVICES, WHICH RESULT IN HEALTH IMPROVEMENTS FOR ALL. PAYMENTS TO HOSPITAL PROJECTS FOR THE REPORTING PERIOD EXCEEDED $5.9 MILLION. THE WELLSTAR FOUNDATION HAS BEEN AT THE FOREFRONT OF SECURING LIFE-SAVING RESOURCES FOR THE WELLSTAR HEALTH SYSTEM. AS A 501(C)(3) NOT-FOR PROFIT ORGANIZATION, DONATIONS ARE CRITICAL IN HELPING WELLSTAR ACHIEVE ITS VISION OF DELIVERING WORLD-CLASS HEALTHCARE. IN FY2024, THE FOUNDATION RAISED MORE THAN $16.2 MILLION FOR THE SYSTEM. DONATIONS ARE RECEIVED FROM GOVERNMENT GRANTS AND GENEROUS INDIVIDUALS, BUSINESSES AND COMMUNITY ORGANIZATIONS ANNUAL GIFTS, GRANTS, TRIBUTE GIFTS, SPECIAL EVENTS, STRATEGIC OPPORTUNITIES AND LEGACY PLANNING. WELLSTAR'S OWN TEAM MEMBERS DONATED $821,000 THROUGH ITS TEAM MEMBER GIVING PROGRAM. MANY TEAM MEMBER DONATIONS ARE DESIGNATED TOWARD EDUCATIONAL SCHOLARSHIPS AND EMERGENCY ASSISTANCE FOR TEAM MEMBERS IN NEED. HOSPITAL AUXILIARIES CONTRIBUTED MORE THAN $400,000 ANNUALLY THAT SUPPORT ENHANCEMENTS AT LOCAL WELLSTAR FACILITIES. ENHANCEMENT PROJECTS MAY BENEFIT COMMUNITY MEMBERS AT THEIR LOCAL HOSPITAL, HEALTH PARK, HOSPICE, PEDIATRIC CENTER, WELLSTAR FACILITY OR THROUGOUT THEIR COMMUNITIES. IN THE PAST, CONTRIBUTIONS TO THE FOUNDATION HAVE SUPPORTED THE DEVELOPMENT OF AN INNOVATIVE CARDIAC AORTIC SURVEILLANCE PROGRAM, ORTHOPEDIC SURGICAL TRAINING PLATFORM, WORKFORCE DEVELOPMENT IN NURSING, CARDIAC AND APP POST GRADUATE TRAINING, LUCAS TRAUMA DEVICE, ONCOLOGY CT TECHNOLOGY AND MOBILE FOOD MARKETS SERVING A DIVERSE POPULATION. WELLSTAR CONSISTENTLY SEEKS TOTAL PATIENT CARE AND WORKS TO ENSURE THAT ALL SYSTEMS AND PROGRAMS, WITHIN THE HOSPITAL AND COMMUNITY, SUPPORT THAT FOCUS. THROUGH COMMUNITY PARTNERSHIPS, THE WELLSTAR FOUNDATION PROVIDES FUNDING FOR BABIES BORN HEALTHY IN PARTNERSHIP WITH PUBLIC HEALTH, BI-LINGUAL COVID TESTING AND EDUCATION SERVICES IN PARTNERSHIP WITH SERFAMILIA, SEXUAL ASSAULT EXAMINATIONS, IN COLLABORATION WITH LIVE SAFE, HEALTH EQUITY AND COMMUNITY HEALTH PROGRAMS THAT INCLUDE NUTRITION SERVICES AND EDUCATION, FOOD ACCESS, HEALTH SCREENINGS AND COMMUNITY HEALTH PROVIDERS. WELLSTAR ALSO PARTNERED WITH THE WHITEHEAD FOUNDATION TO SUPPORT PEDIATRIC LITERACY AND DECREASE SOCIAL DETERMINANTS OF HEALTH. HEALTH, SAFETY & EDUCATION WELLSTAR FOUNDATION CONTINUES TO HAVE INITIATIVES FOR FUNDRAISING THAT WILL HELP TO IMPROVE THE HEALTH OF CHILDREN AND FAMILIES IN THE WELLSTAR SERVICE AREA WITH AN EMPHASIS ON SOME OF THE FOLLOWING SERVICE LINES AND DISCIPLINES-BEHAVIORAL HEALTH, CANCER, CARDIAC, STROKE, PEDIATRIC LITERACY, END-OF-LIFE, PREVENTION & WELLNESS, AND OVERALL FACILITIES IMPROVEMENTS. OVER THE PAST FIVE YEARS WELLSTAR TEAM MEMBERS HAVE DONATED OVER $5 MILLION TOWARDS SYSTEM INITIATIVES THROUGH THE ANNUAL EMPLOYEE GIVING CAMPAIGNS. CHARITABLE DONATIONS PROVIDE THE MEDICAL TECHNOLOGY OUR PHYSICIANS USE TO TREAT AND HEAL PATIENTS ACROSS A VARIETY OF SERVICE AREAS, INCLUDING CANCER, STROKE, HOSPICE, CARDIOLOGY, PEDIATRICS, WOMEN'S HEALTH, ORTHOPEDICS AND MORE. AS A LEADER IN ADDRESSING HEALTH EQUITY, THE FOUNDATION RAISES FUNDS TO SUPPORT WELLSTAR'S COMMITMENT TO DELIVER WORLD-CLASS HEALTHCARE TO EVERY PERSON, EVERY TIME. THIS INCLUDES PROGRAMS AND SERVICES FOCUSED ON SIX CRITICAL AREAS OF DISPARITIES: ACCESS TO CARE, BEHAVIORAL HEALTH, CANCER, FOOD INSECURITY, SUICIDE AND WOMEN'S HEALTH. SOME OF THESE PROGRAMS INCLUDE COMMUNITY CLINICS, IMPROVING ACCESS THROUGH VIRTUAL HEALTH, MENTAL HEALTH, AND OPIOID ABUSE. THE FOUNDATION IS COMMITTED TO ADVANCING THE LEVEL OF HEALTHCARE PROVIDED TO WELLSTAR COMMUNITIES THROUGH IMPROVED PATIENT SERVICES AND ASSISTANCE FOR THOSE IN NEED. OTHER PROGRAMS AND FACILITIES ENHANCEMENTS BENEFITING FROM THE GENEROUS SUPPORT OF DONORS IN THE COMMUNITY INCLUDE: HOSPICE-WITH SUPPORT FROM THE COMMUNITY, WELLSTAR COMMUNITY HOSPICE AT KENNESAW MOUNTAIN AND TRANQUILITY HOSPICE AT COBB HOSPITAL ESTABLISHED A GARDEN OF HOPE FOR PATIENTS AND FAMILY TO ENJOY DURING DIFFICULT LAST DAYS. CANCER SERVICES-WELLSTAR PROVIDED MORE THAN 1,200 FREE MAMMOGRAMS FOR LOW-INCOME PATIENTS ACROSS WELLSTAR HEALTH SYSTEM'S SERVICE AREA. COVID SLIGHTLY DECREASED THESE VOLUMES IN FY22. WOMEN'S SERVICES-DONATIONS WERE RECEIVED AND USED TO SUPPORT BABIES BORN HEALTHY, A PRE-NATAL HEALTH SERVICES PROGRAM TO ASSIST LOW INCOME AND AT RISK POPULATIONS BY PROVIDING ACCESS TO CRITICAL CARE, DOULA SERVICES, AND LIFE SAVING AND INFANT SAVING PREVENTATIVE CARE. COMMUNITY OUTREACH-IN PARTNERSHIP WITH WELLSTAR'S CENTER FOR HEALTH EQUITY, THE FOUNDATION SUPPORTED THE STAFFING AND EQUIPPING OF 2 SOCIAL WORKERS TO SERVE ACROSS 6 DIFFERENT COMMUNITIES WITH AT RISK, LOW ACCESS POPULATIONS AND MOBILE MARKET EXPANSION TO ADDRESS FOOD INSECURITY ACROSS THE WELLSTAR FOOTPRINT. GENERAL FACILITIES IMPROVEMENTS-WITH THE SUPPORT OF TEAM MEMBERS AND VOLUNTEER GROUPS AND AUXILIARIES AT EACH OF THE HOSPITALS IN THE SYSTEM A PORTION OF THE $16.2M RAISED DURING THE REPORTING PERIOD WERE TO BE USED FOR RENOVATIONS AND OTHER INITIATIVES THROUGHOUT THE WELLSTAR NETWORK. FORM 990, PART I, LINES 7A & 7B UNRELATED BUSINESS INCOME WHS FOUNDATION, INC. GENERATED NO UNRELATED BUSINESS INCOME ("UBI") FOR THE REPORTING PERIOD. AS A RESULT THE FILED 990-T SHOWS NO ACTIVITY. IF SUBSEQUENT REVIEW OF THE BOOKS REVEALS ANY UNREPORTED UBI WE WILL FILE AN AMENDED RETURN FOR THE TAX PERIOD ENDED JUNE 30, 2024. FORM 990, PART VI, SECTION A, LINE 7B POWERS OF THE BOARD AS PER THE ARTICLES OF INCORPORATION, THE SOLE MEMBER OF THE ORGANIZATION IS WELLSTAR HEALTH SYSTEM, INC., A GEORGIA NONPROFIT CORPORATION. AS A SOLE MEMBER, WELLSTAR HEALTH SYSTEM, INC. HOLDS CERTAIN POWERS OF ELECTION AND APPROVAL IN CONNECTION WITH THE GOVERNING BODY OF THE ORGANIZATION. THESE POWERS ARE PRESENTED IN DETAIL IN THE GOVERNING DOCUMENTS WHICH THE COMPANY MAKES AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 11B BOARD REVIEW OF FORM 990 INTERNAL STAFF PREPARES THE ORGANIZATION'S FORM 990. BEFORE FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE AN EXTERNAL ACCOUNTING FIRM, PWC US TAX LLP, REVIEWS AND SIGN-OFFS ON THE COMPLETED RETURN OF EACH ORGANIZATION. THE CURRENT YEAR FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW. OPPORTUNITIES FOR DETAILED REVIEWS ALONG WITH A QUESTION-AND-ANSWER SESSION IS OFFERED TO THE FINANCE COMMITTEE BOTH IN THE FINANCE COMMITTEE MEETING OR IN A SEPARATE SESSION. FINAL COPIES OF THE 990 ARE PROVIDED TO EACH BOARD MEMBER THROUGH THE BOARD PORTAL ALONG WITH A SUMMARY MEMO OF THE CURRENT YEAR PREPARTION PROCESS HIGHLIGHTING ANY KEY ASPECTS OF THE 990. THE ORGANIZATION'S CFO OR DESIGNEE SUBSEQUENTLY SIGNS THE RETURN FOR EITHER MANUAL OR ELECTRONIC FILING BY THE APPROPRIATE DUE DATE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY OUR 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. FORM 990, PART VI, SECTION B, LINES 15A & 15B COMPENSATION OF OFFICERS OUR BOARD OF TRUSTEES DESIGNATES A COMPENSATION COMMITTEE MADE UP OF OUTSIDE BOARD MEMBERS TO ESTABLISH THE EXECUTIVE COMPENSATION PHILOSOPHY OF THE SYSTEM, AND TO REVIEW AND SET THE COMPENSATION ANNUALLY FOR THE CHIEF EXECUTIVE OFFICER AND THE SALARY PARAMETERS FOR ALL OTHER OFFICERS OF THE COMPANY. THE COMMITTEE UTILIZES THE OUTSIDE CONSULTING FIRM OF SULLIVAN COTTER AND ASSOCIATES, INC. TO PROVIDE EXPERT INFORMATION REGARDING INDUSTRY-WIDE COMPENSATION NORMS. THE COMPANY PHILOSOPHY IS TO MATCH THE MARKET ON BASE PAY IDENTIFYING THE MEDIAN. TOTAL CASH COMPENSATION IS GENERALLY GEARED TO COMPENSATION DETERMINED BY OUR CONSULTANTS TO BE AT THE 75TH PERCENTILE OF ITS PEERS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS MADE AVAILABLE TO THE PUBLIC THE ORGANIZATION AND ITS AFFILIATES 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 A COMMUNITY BENEFIT REPORT ONCE A YEAR FOR DISTRIBUTION TO THE PUBLIC. IN ACCORDANCE WITH O.C.G.A SECTION 31-7-22 AND THE GEORGIA DEPARTMENT OF COMMUNITY HEALTH'S RULES AND REGULATIONS FOR HOSPITAL TRANSPARENCY CHAPTER 111-8-41 THE APPLICABLE DOCUMENTS ARE POSTED ON THE WELLSTAR.ORG WEBSITE IN THE WELLSTAR HOSPITAL TRANSPARENT INFORMATION SECTION. UNDER ITS CONTINUING DISCLOSURE AGREEMENTS FOR PUBLIC BONDS, OUTSTANDING FINANCIAL AND STATISTICAL INFORMATION IS POSTED AND REPORTED ON EMMA.MSRB.ORG ON A QUARTERLY AND ANNUAL BASIS. FORM 990, PART VII OFFICERS HOURS WORKED THE OFFICERS DEVOTE THEIR TIME TO ALL OF THE ORGANIZATIONS WITHIN WELLSTAR HEALTH SYSTEM THAT ARE LISTED IN SCHEDULE R, PART II. AS SUCH, THE TOTAL HOURS WORKED BY THE OFFICERS ACROSS ALL ORGANIZATIONS EXCEEDS 40 HOURS A WEEK. FORM 990, PART VII & FORM 990, SCHEDULE J COMPENSATION ALL 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). FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS FOR THE REPORTING PERIOD, WELLSTAR FOUNDATION, INC. HAD A CHANGE IN NET ASSETS OF $645,047 RELATED TO CHANGES IN TEMPORARY RESTRICTED PLEDGES. FORM 990 PART IX LINE 11G DESCRIPTION:PATIENT SERVICES TOTAL FEES:24766 FORM 990 PART IX LINE 11G DESCRIPTION:COMMUNITY SERVICES TOTAL FEES:527952 FORM 990 PART IX LINE 11G DESCRIPTION:EDU & EMPLOYEE ASSISTANCE TOTAL FEES:414779 FORM 990 PART IX LINE 11G DESCRIPTION:HOSPITAL GENERAL PURPOSE TOTAL FEES:144000 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING SERVICES TOTAL FEES:1573698 Cobb Hospital Inc 793 SAWYER ROAD Marietta GA 30062 580968382 Healthcare GA 501(C)(3) 3 WHS INC true Douglas Hospital Inc 793 SAWYER ROAD Marietta GA 30062 582026750 Healthcare GA 501(C)(3) 3 WHS INC true Kennestone Hospital Inc 793 SAWYER ROAD Marietta GA 30062 582032904 Healthcare GA 501(C)(3) 3 WHS INC true Paulding Medical Center Inc 793 SAWYER ROAD Marietta GA 30062 582095884 Healthcare GA 501(C)(3) 3 WHS INC true Wellstar Health System Inc 793 SAWYER ROAD Marietta GA 30062 581649541 Healthcare GA 501(C)(3) 12 II NA false WELLSTAR NORTH FULTON HOSPITAL INC 793 SAWYER ROAD MARIETTA GA 30062 810851756 HEALTHCARE GA 501(C)(3) 3 WHS INC true WELLSTAR SPALDING REGIONAL HOSPITALINC 793 SAWYER ROAD MARIETTA GA 30062 810864789 HEALTHCARE GA 501(C)(3) 3 WHS INC true WELLSTAR SYLVAN GROVE HOSPITAL INC 793 SAYWER ROAD MARIETTA GA 30062 810875069 HEALTHCARE GA 501(C)(3) 3 WHS INC true WEST GEORGIA HEALTH SERVICES INC 793 SAWYER ROAD MARIETTA GA 30062 205497622 HEALTHCARE GA 501(C)(3) 12 II WHS INC true WEST GEORGIA MEDICAL CENTER INC 793 SAWYER ROAD MARIETTA GA 30062 205497506 HEALTHCARE GA 501(C)(3) 3 WGHS INC true VERNON WOODS RETIREMENT COMMUNITY INC 793 SAWYER ROAD MARIETTA GA 30062 582575049 HEALTHCARE GA 501(C)(3) 10 WGHS INC true WEST GEORGIA HEALTH FOUNDATION INC 793 SAWYER ROAD MARIETTA GA 30062 200936376 FOUNDATION GA 501(C)(3) 12 II WGHS INC true MEDICAL PARK FOUNDATION INC 1514 VERNON ROAD LAGRANGE GA 30240 581303478 FOUNDATION GA 501(C)(3) 7 WGHS INC true WELLSTAR MCG HEALTH INC 1120 15TH STREET BA 8412 AUGUSTA GA 30912 272999718 HEALTHCARE GA 501(C)(3) 12 II WHS INC true AU MEDICAL CENTER INC 1120 15TH STREET BA 8412 AUGUSTA GA 30912 582144788 HEALTHCARE GA 501(C)(3) 3 WHS INC true AU MEDICAL ASSOCIATES INC 1120 15TH STREET BA 8412 AUGUSTA GA 30912 580705892 HEALTHCARE GA 501(C)(3) 12 II WHS INC true WELLSTAR MCG HEALTH WARM SPRINGS INC 1120 15TH STREET BA 8412 AUGUSTA GA 30912 464824043 HEALTHCARE GA 501(C)(3) 3 WHS INC true Cobb SOUTH PARKING DECK 793 SAWYER ROAD MARIETTA GA 300622222 Parking GA NA KENNESTONE EAST PARKING DECK 793 SAWYER ROAD MARIETTA GA 300622222 200537100 PARKING GA NA GRIFFIN IMAGING LLC 793 SAWYER ROAD MARIETTA GA 300622222 IMAGING CENTER GA NA WELLSTAR SPALD EMSSPALD 911 793 SAWYER ROAD MARIETTA GA 300622222 OFF. BLDG/EMS GA NA NORTH FULTON PARKING DECK LP 793 SAWYER ROAD MARIETTA GA 300622222 PARKING GA NA SPALDING HEALTH SYSTEM LLC 793 SAWYER ROAD MARIETTA GA 300622222 PHYS. HOSP. ORG. GA NA Community Assurance Co 3rd Fl Barclays Hse Shedden Rd George Town CJ 581649541 Insurance CJ WHS INC C CORP WEST GEORGIA HEALTH PHYSICIANS INC 793 SAWYER ROAD MARIETTA GA 300622222 275125341 PHYSICIAN PRAC. GA WGHS INC C CORP WELLSTAR HEALTH PLAN INC 793 SAWYER ROAD MARIETTA GA 300622222 461922499 HEALTH INSURANCE GA WHS INC C CORP false true true false false false false false false false false true false false true false true true true