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 582575049 VERNON WOODS RETIREMENT COMMUNITY INC % JAMES M SWARTZ VERN 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 4138646 false X WWW.WELLSTAR.ORG X 2000 GA SEE SCHEDULE O 17 10 0 0 0 0 0 0 4162482 4138646 0 0 18887 0 4181369 4138646 0 0 0 0 0 0 0 0 0 4328519 4229604 4328519 4229604 -147150 -90958 5899430 5660386 518767 585173 5380663 5075213 X SEE SCHEDULE O false false 4229604 0 4138646 SEE SCHEDULE O 4229604 true false false false false false false false false true true false false false false true false true 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 true false false false true 39 0 true 0 false false false false false false false false false false false false X 17 10 false true 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 X CANDICE SAUNDERS PRESIDENT & CEO 1.0 49.0 X 0 4470894 115914 ANTHONY BUDZINSKI EVP & CFO 1.0 49.0 X 0 3831591 111381 LEO REICHERT EVP & GENERAL COUNSEL 1.0 49.0 X 0 3047957 125085 DAVID JONES EVP CHIEF HUMAN RESOURCES OFFR 1.0 49.0 X 0 1701311 90246 KEM MULLINS EVP AMBULATORY OPS & BUS DEV 1.0 49.0 X 0 1268588 82352 MARY CHATMAN EVP ACUTE CARE OPERATIONS 1.0 49.0 X 0 1214423 88463 RICHARD CAPPS EVP CHIEF INFO & DIGITAL OFFCR 1.0 49.0 X 0 1109573 118910 SUSAN GRANT EVP CHIEF EXPERIENCE OFF & CNE 1.0 49.0 X 0 1071514 84826 ALAN MUSTER SVP SPECIALTY DIVISION WMG 1.0 49.0 X 0 908972 134721 VALERY AKOPOV SVP HOSPITAL DIVISION WMG 1.0 49.0 X 0 890795 86334 ARIF AZIZ MD TRUSTEE & PHYSICIAN 1.0 49.0 X 0 825095 99764 PAUL DOUGLASS MD TRUSTEE & PHYSICIAN 1.0 49.0 X 0 779970 78095 JULIE TEER SVP & WELLSTAR FOUNDATION PRES 1.0 49.0 X 0 819305 37565 JOEL SHU VP WELLSTAR CLINICAL PARTNERS 1.0 49.0 X 0 792607 55398 JOSEPH REPPERT SVP FINANCE & CFO 1.0 49.0 X 0 727123 106385 MICHAEL MCCULLOUGH SVP SUPPLY CHAIN 1.0 49.0 X 0 723756 94558 BETH KOST SVP CHIEF COMPLIANCE OFFICER 1.0 49.0 X 0 725815 90620 BARBARA COREY SVP MANAGED CARE 1.0 49.0 X 0 726059 86942 PRANAV JAIN VP & CHIEF MEDICAL INFO OFF 1.0 49.0 X 0 640056 101894 WILLIAM BELLANDO SVP CHIEF INFO OFFICER 1.0 49.0 X 0 631790 107707 JASON STEVENS SVP DEPUTY GENERAL COUNSEL 1.0 49.0 X 0 604034 95911 SNEHAL DOSHI SVP ANCILLARY AND SUPPORT SVC 1.0 49.0 X 0 581592 87328 LE JOYCE NAYLOR SVP & CHIEF DIVERSITY & INCLUS 1.0 49.0 X 0 570068 85944 MATTHEW TERRY SVP CHIEF STRATEGY OFFICER 1.0 49.0 X 0 571369 69571 DANIEL ABAD VP TOTAL REWARDS & CHF TM EN 1.0 49.0 X 0 594709 28109 DAVID PRESTON VP BRAND AND MARKETING 1.0 49.0 X 0 585298 36175 LAURA DANNELS VP & CHIEF TALENT OFFICER 1.0 49.0 X 0 573114 48337 PAUL MURPHREE VP MEDICAL OUTCOMES 1.0 49.0 X 0 536462 80945 ROB SCHREINER EVP CHIEF PHYSICIAN EXECUTIVE 1.0 49.0 X 0 600814 0 JILL CASE-WIRTH SVP NURS SVCS CNE (END 6/23) 1.0 49.0 X 0 537096 46029 JAMES L HORNSBY TRUSTEE & PHYSICIAN 1.0 49.0 X 0 469330 112729 JENNIFER GIUSTI VP CLINICAL OUTCOMES 1.0 49.0 X 0 490816 78975 SANDRA LUCIUS VP HEAD OF CARE PLATFORMS 1.0 49.0 X 0 458661 74246 SOPHIA MCINTYRE SVP WMG AMB CAR DIV (END 4/23) 1.0 49.0 X 0 475649 47249 ELIZABETH LOUDERMILK VP FINANCIAL PLANNING 1.0 49.0 X 0 408379 99623 JOSEPH BRAUD VP INFO SECURITY & CISO 1.0 49.0 X 0 446426 58991 ANDREW COX VP CHIEF OF STAFF & LEADERSHIP 1.0 49.0 X 0 421628 78987 DANYALE ZIGLOR VP HUMAN RESOURCE 1.0 49.0 X 0 408179 90082 NICKOLOS YAITSKY VP HEAD OF DIGITAL PLATFORMS 1.0 49.0 X 0 423178 68923 JAMES SWARTZ VP ACCOUNTING 1.0 49.0 X 0 402684 62071 STEPHEN BADGER VP WMG STRTGIC SERV (END 2/23) 1.0 49.0 X 0 450638 9327 KIMBERLY TAACA VP WMG OPS SPECIALTY DIV 1.0 49.0 X 0 377951 79770 MARK ROWE VP TALENT ACQUISITION 1.0 49.0 X 0 373869 80753 MAXWELL KAGAN VP FINANCE & CFO WMG 1.0 49.0 X 0 383396 65083 ELIZABETH PAPETTI VP WMG OPS HOSPITAL DIV 1.0 49.0 X 0 376106 67742 VARMA RAMESWAR VP PEDIATRIC OPS AND SVC LINE 1.0 49.0 X 0 352037 90849 SUSAN WRIGHT VP PHARMACY SVCS 1.0 49.0 X 0 369668 69725 STEPHEN VAULT VP STRATEGIC COMMUNITY DEVELOP 1.0 49.0 X 0 383423 55234 JAMES LORIMER SVP HR CONSULTING (END 9/23) 1.0 49.0 X 0 358761 75670 KRISTEN TRICE VP DIAGNOSTIC OUTREACH 1.0 49.0 X 0 350564 83659 STEVEN HUNT VP HUMAN RESOURCE 1.0 49.0 X 0 338935 92000 JESSICA KOVALESKY VP CARE COORDINATION & POP HLT 1.0 49.0 X 0 396870 31701 THOMAS DRAPER VP CARDIOVASCULAR SERVICE LINE 1.0 49.0 X 0 348993 74379 FREDA LYON VP SYSTEM EMERGENCY SERVICES 1.0 49.0 X 0 337743 75851 DONALD ZARKOU VP OF ONCOLOGY SERVICE LINE 1.0 49.0 X 0 315438 87658 CAROL TODD VP ASST GENERAL COUNSEL 1.0 49.0 X 0 313455 81746 SHARON ROBINSON VP FOUNDATION STRATEGY & GRWTH 1.0 49.0 X 0 323653 69493 MICHAEL GARRARD VP REHAB & SPORTS MED SVCS 1.0 49.0 X 0 326673 66134 JOE CASTANON VP CONTRACTING & VAL ANALYSIS 1.0 49.0 X 0 319204 60574 MARY TAVERNARO VP HUMAN RES OP (END 3/23) 1.0 49.0 X 0 307248 71963 SANA BRUNO VP LABORATORY SERVICES SYSTEM 1.0 49.0 X 0 305348 73473 ROBERT DECOUX VP CORPORATE MED STAFF SVCS 1.0 49.0 X 0 265184 79963 MARCUS CHARLSON VP SO & MUSCO 1.0 49.0 X 0 294844 48228 ELLEN RUSSELL VP HIM CDI & POLICIES 1.0 49.0 X 0 284521 43201 ANDREW VON ESCHENBACH VP REV. CYCLE MGMT (END 10/22) 1.0 49.0 X 0 312281 323 JEREMY STEFFENS VP ORGANIZAT COMM (END 2/23) 1.0 49.0 X 0 283686 2276 AVRIL BECKFORD TRUSTEE & SLL PHYS (END 6/23) 1.0 49.0 X 0 109348 32696 OTIS A BRUMY III FORMER TRUSTEE 1.0 15.0 X 0 47340 0 T FITZ JOHNSON FORMER TRUSTEE 1.0 15.0 X 0 42014 0 W CHARLES BROCK TRUSTEE 1.0 15.0 X 0 41497 0 RANDALL BENTLEY SR FORMER DIRECTOR 0.0 0.0 X 0 39818 0 DAVID HAFNER FORMER DIRECTOR 0.0 0.0 X 0 25655 0 ED RICHARDSON TRUSTEE 1.0 15.0 X 0 15806 0 MITZI MOORE TRUSTEE 1.0 15.0 X 0 13338 0 CONNIE KIRK FORMER TRUSTEE 1.0 15.0 X 0 12678 0 O SCOTT SWAYZE MD TRUSTEE 1.0 15.0 X 0 11859 0 ALLEN SEPARK FORMER TRUSTEE 1.0 15.0 X 0 10703 0 FRANK ROS TRUSTEE 1.0 15.0 X 0 9633 0 MARK BERRY TRUSTEE 1.0 15.0 X 0 8873 0 JAMES L HOLMES TRUSTEE 1.0 15.0 X 0 8198 0 GREG MORGAN TRUSTEE 1.0 15.0 X 0 5707 0 H SPEER BURDETTE III TRUSTEE 1.0 15.0 X 0 4358 0 KEITH PARKER TRUSTEE 1.0 15.0 X 0 4051 0 JOHN MCKIBBEN TRUSTEE 1.0 15.0 X 0 3675 0 JAY CUNNINGHAM TRUSTEE 1.0 15.0 X 0 3092 0 DAVID BOTTOMS TRUSTEE 1.0 15.0 X 0 1995 0 EDWARD TATE TRUSTEE (BEG 11/23) 1.0 15.0 X 0 358 0 0 29828966 2264023 0 true true false 0 0 ASSISTED & INDEPENDENT LIVING 623990 4138646 4138646 4138646 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BEAUTY SALON 623990 0 0 0 0 0 4138646 4138646 0 0 0 0 0 0 0 0 0 0 0 8384 8384 0 0 0 0 0 115548 115548 138514 138514 107573 107573 0 0 334654 334654 32364 32364 0 0 4 4 0 528668 528668 43538 43538 NON MEDICAL SUPPLIES 25851 25851 REPAIRS & MAINTENANCE 2457508 2457508 MEDICAL SUPPLIES 412776 412776 OTHER EXPENSES 24222 24222 4229604 4229604 0 0 1831765 1695463 0 0 0 0 0 0 0 0 0 0 0 0 0 0 779975 66272 5536767 1638116 3287690 3898651 0 0 0 0 0 0 0 0 0 0 5899430 5660386 518767 585173 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 518767 585173 X 2576130 2340848 2804533 2734365 5380663 5075213 5899430 5660386 X -90958 -214492 X false true X true false X 0 0 0 0 0 0 3563037 2920417 3424746 4181369 4138646 18228215 0 0 0 3563037 2920417 3424746 4181369 4138646 18228215 0 0 0 18228215 0 0 0 0 22716 22716 3585753 2920417 3424746 4181369 4138646 18250931 0.99875 0.99691 0.00000 0.00000 X 2804533 70168 2734365 3109392 304859 2804533 3192690 83297 3109393 3275988 83299 3192689 3359285 83297 3275988 1.00000 false true false 502800 502800 2906151 896765 2009386 1096937 174169 922768 1030879 567182 463697 3898651 0 0 X SCHEDULE D, PART V, LINE 4 USE OF THE ORGANIZATION'S ENDOWMENT FUNDS: PERMANENTLY RESTRICTED FUNDS ARE MADE UP OF BUILDINGS THAT ARE RESTRICTED FOR USE IN MEETING THE EXEMPT PURPOSES OF THE ORGANIZATION. 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 IT 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. true true false false false false false true false ALAN MUSTER SVP SPECIALTY DIVISION WMG 0 571591 0 318761 0 18620 0 59022 0 75699 0 1043693 0 0 ALLEN SEPARK FORMER TRUSTEE 0 10703 0 0 0 0 0 0 0 0 0 10703 0 0 ANDREW COX VP CHIEF OF STAFF & LEADERSHIP 0 341536 0 68849 0 11243 0 23009 0 55978 0 500615 0 0 ANDREW VON ESCHENBACH VP REV. CYCLE MGMT (END 10/22) 0 0 0 0 0 312281 0 323 0 0 0 312604 0 29587 ANTHONY BUDZINSKI EVP & CFO 0 976444 0 540062 0 2315085 0 53750 0 57631 0 3942972 0 2287591 ARIF AZIZ MD TRUSTEE & PHYSICIAN 0 578366 0 232366 0 14363 0 59954 0 39810 0 924859 0 0 AVRIL BECKFORD TRUSTEE & SLL PHYS (END 6/23) 0 17189 0 89680 0 2479 0 2381 0 30315 0 142044 0 0 BARBARA COREY SVP MANAGED CARE 0 457343 0 251769 0 16947 0 32605 0 54337 0 813001 0 0 BETH KOST SVP CHIEF COMPLIANCE OFFICER 0 488253 0 215119 0 22443 0 37163 0 53457 0 816435 0 0 CANDICE SAUNDERS PRESIDENT & CEO 0 1824632 0 2167052 0 479210 0 60100 0 55814 0 4586808 0 446498 CAROL TODD VP ASST GENERAL COUNSEL 0 249576 0 52811 0 11068 0 31099 0 50647 0 395201 0 0 CONNIE KIRK FORMER TRUSTEE 0 12678 0 0 0 0 0 0 0 0 0 12678 0 0 DANIEL ABAD VP TOTAL REWARDS & CHF TM EN 0 408134 0 141868 0 44707 0 0 0 28109 0 622818 0 34344 DANYALE ZIGLOR VP HUMAN RESOURCE 0 289946 0 107853 0 10380 0 51918 0 38164 0 498261 0 0 DAVID HAFNER FORMER DIRECTOR 0 25655 0 0 0 0 0 0 0 0 0 25655 0 0 DAVID JONES EVP CHIEF HUMAN RESOURCES OFFR 0 599836 0 327148 0 774327 0 59100 0 31146 0 1791557 0 748409 DAVID PRESTON VP BRAND AND MARKETING 0 419612 0 151066 0 14620 0 8305 0 27870 0 621473 0 0 DONALD ZARKOU VP OF ONCOLOGY SERVICE LINE 0 250280 0 51011 0 14147 0 32474 0 55184 0 403096 0 0 ELIZABETH LOUDERMILK VP FINANCIAL PLANNING 0 329262 0 66374 0 12743 0 41919 0 57704 0 508002 0 0 ELIZABETH PAPETTI VP WMG OPS HOSPITAL DIV 0 300160 0 65377 0 10569 0 29211 0 38531 0 443848 0 0 ELLEN RUSSELL VP HIM CDI & POLICIES 0 228112 0 46537 0 9872 0 17004 0 26197 0 327722 0 0 FREDA LYON VP SYSTEM EMERGENCY SERVICES 0 268076 0 54102 0 15565 0 32654 0 43197 0 413594 0 0 JAMES L HORNSBY TRUSTEE & PHYSICIAN 0 337388 0 125089 0 6853 0 58466 0 54263 0 582059 0 0 JAMES LORIMER SVP HR CONSULTING (END 9/23) 0 268444 0 0 0 90317 0 29604 0 46066 0 434431 0 0 JAMES SWARTZ VP ACCOUNTING 0 285014 0 107955 0 9715 0 27182 0 34889 0 464755 0 0 JASON STEVENS SVP DEPUTY GENERAL COUNSEL 0 401968 0 187265 0 14801 0 51153 0 44758 0 699945 0 0 JENNIFER GIUSTI VP CLINICAL OUTCOMES 0 397719 0 79186 0 13911 0 49159 0 29816 0 569791 0 0 JEREMY STEFFENS VP ORGANIZAT COMM (END 2/23) 0 0 0 0 0 283686 0 15 0 2261 0 285962 0 27186 JESSICA KOVALESKY VP CARE COORDINATION & POP HLT 0 295881 0 60145 0 40844 0 18471 0 13230 0 428571 0 29718 JILL CASE-WIRTH SVP NURS SVCS CNE (END 6/23) 0 223368 0 109109 0 204619 0 23650 0 22379 0 583125 0 0 JOE CASTANON VP CONTRACTING & VAL ANALYSIS 0 258182 0 52205 0 8817 0 9574 0 51000 0 379778 0 0 JOEL SHU VP WELLSTAR CLINICAL PARTNERS 0 688770 0 93417 0 10420 0 28130 0 27268 0 848005 0 0 JOSEPH BRAUD VP INFO SECURITY & CISO 0 323354 0 110716 0 12356 0 6642 0 52349 0 505417 0 0 JULIE TEER SVP & WELLSTAR FOUNDATION PRES 0 565491 0 237381 0 16433 0 12252 0 25313 0 856870 0 0 KEM MULLINS EVP AMBULATORY OPS & BUS DEV 0 811558 0 439456 0 17574 0 24300 0 58052 0 1350940 0 0 KIMBERLY TAACA VP WMG OPS SPECIALTY DIV 0 302316 0 65843 0 9792 0 51051 0 28719 0 457721 0 0 KRISTEN TRICE VP DIAGNOSTIC OUTREACH 0 241331 0 99389 0 9844 0 28818 0 54841 0 434223 0 0 LAURA DANNELS VP & CHIEF TALENT OFFICER 0 395350 0 134323 0 43441 0 19188 0 29149 0 621451 0 32263 LE JOYCE NAYLOR SVP & CHIEF DIVERSITY & INCLUS 0 364695 0 186281 0 19092 0 58495 0 27449 0 656012 0 0 LEO REICHERT EVP & GENERAL COUNSEL 0 788217 0 429832 0 1829908 0 58100 0 66985 0 3173042 0 1795578 MARCUS CHARLSON VP SO & MUSCO 0 243311 0 42767 0 8766 0 0 0 48228 0 343072 0 0 MARK ROWE VP TALENT ACQUISITION 0 298341 0 60210 0 15318 0 30709 0 50044 0 454622 0 0 MARY CHATMAN EVP ACUTE CARE OPERATIONS 0 745034 0 452159 0 17230 0 56114 0 32349 0 1302886 0 0 MARY TAVERNARO VP HUMAN RES OP (END 3/23) 0 58371 0 0 0 248877 0 32977 0 38986 0 379211 0 0 MATTHEW TERRY SVP CHIEF STRATEGY OFFICER 0 403044 0 154440 0 13885 0 19586 0 49985 0 640940 0 0 MAXWELL KAGAN VP FINANCE & CFO WMG 0 306121 0 66665 0 10610 0 28490 0 36593 0 448479 0 0 MICHAEL GARRARD VP REHAB & SPORTS MED SVCS 0 263439 0 53166 0 10068 0 16880 0 49254 0 392807 0 0 MICHAEL MCCULLOUGH SVP SUPPLY CHAIN 0 441670 0 192061 0 90025 0 35819 0 58739 0 818314 0 71725 NICKOLOS YAITSKY VP HEAD OF DIGITAL PLATFORMS 0 307417 0 105961 0 9800 0 12695 0 56228 0 492101 0 0 OTIS A BRUMY III FORMER TRUSTEE 0 47340 0 0 0 0 0 0 0 0 0 47340 0 0 PAUL DOUGLASS MD TRUSTEE & PHYSICIAN 0 441588 0 324522 0 13860 0 31331 0 46764 0 858065 0 0 PAUL MURPHREE VP MEDICAL OUTCOMES 0 431109 0 87605 0 17748 0 45311 0 35634 0 617407 0 0 PRANAV JAIN VP & CHIEF MEDICAL INFO OFF 0 484445 0 145758 0 9853 0 51337 0 50557 0 741950 0 0 RANDALL BENTLEY SR FORMER DIRECTOR 0 39818 0 0 0 0 0 0 0 0 0 39818 0 0 RICHARD CAPPS EVP CHIEF INFO & DIGITAL OFFCR 0 688598 0 401181 0 19794 0 59588 0 59322 0 1228483 0 0 ROB SCHREINER EVP CHIEF PHYSICIAN EXECUTIVE 0 0 0 0 0 600814 0 0 0 0 0 600814 0 0 ROBERT DECOUX VP CORPORATE MED STAFF SVCS 0 208708 0 41778 0 14698 0 45628 0 34335 0 345147 0 0 SANA BRUNO VP LABORATORY SERVICES SYSTEM 0 245714 0 50089 0 9545 0 22619 0 50854 0 378821 0 0 SANDRA LUCIUS VP HEAD OF CARE PLATFORMS 0 303863 0 104622 0 50176 0 53759 0 20487 0 532907 0 31472 SHARON ROBINSON VP FOUNDATION STRATEGY & GRWTH 0 260150 0 53003 0 10500 0 38016 0 31477 0 393146 0 0 SNEHAL DOSHI SVP ANCILLARY AND SUPPORT SVC 0 399011 0 168060 0 14521 0 35073 0 52255 0 668920 0 0 SOPHIA MCINTYRE SVP WMG AMB CAR DIV (END 4/23) 0 136952 0 0 0 338697 0 33307 0 13942 0 522898 0 0 STEPHEN BADGER VP WMG STRTGIC SERV (END 2/23) 0 0 0 0 0 450638 0 1738 0 7589 0 459965 0 0 STEPHEN VAULT VP STRATEGIC COMMUNITY DEVELOP 0 269523 0 104613 0 9287 0 28912 0 26322 0 438657 0 0 STEVEN HUNT VP HUMAN RESOURCE 0 249274 0 54544 0 35117 0 32081 0 59919 0 430935 0 23672 SUSAN GRANT EVP CHIEF EXPERIENCE OFF & CNE 0 603228 0 300914 0 167372 0 54445 0 30381 0 1156340 0 155249 SUSAN WRIGHT VP PHARMACY SVCS 0 296729 0 62269 0 10670 0 34888 0 34837 0 439393 0 0 T FITZ JOHNSON FORMER TRUSTEE 0 42014 0 0 0 0 0 0 0 0 0 42014 0 0 THOMAS DRAPER VP CARDIOVASCULAR SERVICE LINE 0 282075 0 57362 0 9556 0 28738 0 45641 0 423372 0 0 VALERY AKOPOV SVP HOSPITAL DIVISION WMG 0 564308 0 299907 0 26580 0 36644 0 49690 0 977129 0 0 VARMA RAMESWAR VP PEDIATRIC OPS AND SVC LINE 0 279064 0 61315 0 11658 0 58451 0 32398 0 442886 0 0 WILLIAM BELLANDO SVP CHIEF INFO OFFICER 0 461443 0 151951 0 18396 0 53811 0 53896 0 739497 0 0 JOSEPH REPPERT SVP FINANCE & CFO 0 493895 0 215055 0 18173 0 58231 0 48154 0 833508 0 0 SCHEDULE J, PART I, LINE 4A THE ITEMS, AS INDICATED IN LINE 1A, WERE PROVIDED, IN SOME INSTANCES, TO BOARD MEMBERS AND TO CERTAIN EMPLOYED INDIVIDUALS LISTED IN FORM 990, PART VII BY THE ORGANIZATION. THE ORGANIZATION FOLLOWS IRS GUIDELINES AND THESE ITEMS WERE ADDED AS TAXABLE INCOME AS APPROPRIATE. SCHEDULE J, PART I, LINE 1B REIMBURSEMENT POLICY: WHILE WELLSTAR HEALTH SYSTEM AND ITS AFFILIATES DO NOT HAVE A WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT OF THE ITEMS LISTED IN SCHEDULE J, PART I, 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. SCHEDULE J, PART I, LINE 4A SEVERANCE PAYMENTS: PURSUANT TO THEIR RESPECTIVE EMPLOYMENT AGREEMENTS, THE FOLLOWING GROUPS OF OFFICERS ARE ENTITLED TO SEVERANCE PAYMENTS BASED ON THEIR COMPENSATION AT THAT TIME IN THE EVENT OF CERTAIN IDENTIFIED CIRCUMSTANCES. THE SEVERANCE PAYMENT PERIODS ARE 24 MONTHS FOR EXECUTIVE VICE PRESIDENTS, 18 MONTHS FOR SENIOR VICE PRESIDENTS, AND 12 MONTHS FOR VICE PRESIDENTS. THE FOLLOWING OFFICERS RECEIVED SEVERANCE PAY DURING THE 2023 CALENDAR YEAR FROM EITHER THE ORGANIZATION OR A RELATED ORGANIZATION: ANDREW VON ESCHENBACH 282,694 JAMES LORIMER 80,533 JEREMY STEFFENS 255,008 JILL CASE-WIRTH 107,548 MARY TAVERNARO 245,159 ROB SCHREINER 600,814 STEPHEN BADGER 446,500 SOPHIA MCINTYRE 331,568 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): ANDREW VON ESCHENBACH 29,587 ANTHONY BUDZINSKI 2,287,591 CANDICE SAUNDERS 446,498 DANIEL ABAD 34,344 DAVID JONES 748,409 JEREMY STEFFENS 27,186 JESSICA KOVALESKY 29,718 LAURA DANNELS 32,263 LEO REICHERT 1,795,578 MICHAEL MCCULLOUGH 71,725 SANDRA LUCIUS 31,472 STEVEN HUNT 23,672 SUSAN GRANT 155,249 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 I, LINE 1 & FORM 990, PART III, LINE 4A 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 VERNON WOODS RETIREMENT COMMUNITY, INC. ("VERNON WOODS") WAS ESTABLISHED FOR THE PURPOSE OF PROVIDING ASSISTED AND INDEPENDENT LIVING APARTMENTSTO SENIOR ADULTS INCLUDING MEALS, DIETARY INFORMATION AND PROFESSIONAL EVALUATIONS. VERNON WOODS OFFERS SERVICES FOR BOTH INDEPENDENT AND ASSISTED LIVING. INDEPENDENT LIVING INCLUDES OFFERING HOUSING FOR PEOPLE WHO NEED NO ASSISTANCE WITH THEIR HEALTH OR PERSONAL NEEDS. ASSISTED LIVING SERVICES ARE PROVIDED BY TRAINED STAFF AND ADDRESS SCHEDULED AND UNSCHEDULED NEEDS. A TOTAL OF 84 ADULTS WERE SERVED DURING THE YEAR, 39 ASSISTED LIVING AND 45 INDEPENDENT LIVING. FORM 990, PART I, LINES 7A & 7B UNRELATED BUSINESS INCOME VERNON WOODS RETIREMENT COMMUNITY, INC. GENERATED NO UNRELATED BUSINESS INCOME ("UBI") FOR THE REPORTING YEAR. 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 IV, LINE 12B AUDITED FINANCIAL STATEMENTS WELLSTAR HEALTH SYSTEM, INC., AND ITS CONTROLLED AFFILIATES ARE AUDITED ON AN ANNUAL BASIS BY AN OUTSIDE AUDITING FIRM, KPMG, AND AS PART OF THAT AUDIT A CONSOLIDATED FINANCIAL STATEMENT IS ISSUED. THE INDEPENDENT AUDITORS REPORT INCLUDES THE ACCOUNTS OF WELLSTAR AND ITS CONTROLLED AFFILIATES INCLUDING COBB HOSPITAL, INC., DOUGLAS HOSPITAL INC., KENNESTONE HOSPITAL, INC., PAULDING MEDICAL CENTER, INC., WELLSTAR ATLANTA MEDICAL CENTER, INC., WELLSTAR NORTH FULTON HOSPITAL, INC., WELLSTAR SPALDING REGIONAL MEDICAL CENTER, INC., WELLSTAR SYLVAN GROVE HOSPITAL, INC., WELLSTAR WEST GEORGIA MEDICAL CENTER, INC., WINDY HILL HOSPITAL, WELLSTAR MEDICAL GROUP, LLC, WELLSTAR MCG HEALTH, AU MEDICAL ASSOCIATES, INC, AU MEDICAL CENTER, INC, WELLSTAR MCG HEALTH WARM SPRINGS INC. AND VARIOUS OTHER OWNED ENTITIES AS LISTED IN SCHEDULE R. ALL SIGNIFICANT INTERCOMPANY ACCOUNTS AND TRANSACTIONS HAVE BEEN ELIMINATED IN COMBINATION. FORM 990, PART VI, SECTION A, LINE 3 DELEGATION OF MANAGEMENT DUTIES VERNON WOODS HAS A MANAGEMENT SERVICES AGREEMENT WITH GRACE MANAGEMENT, INC. WHEREBY ALL MANAGEMENT AND OTHER SERVICES NECESSARY IN THE ORDINARY COURSE OF BUSINESS, INCLUDING ACCOUNTING AND BOOKKEEPING SERVICES ARE PROVIDED. VERNON WOODS PAYS A MONTHLY MANAGEMENT FEE IN THE AMOUNT EQUAL TO 5% OF GROSS REVENUES FROM OPERATIONS AND 1% OF GROSS WAGES PAID TO ON-SITE PERSONNEL. FORM 990, PART VI, SECTION A, LINE 6 THE ULTIMATE SOLE CORPORATE MEMBER IS WELLSTAR HEALTH SYSTEM, INC. FORM 990, PART VI, SECTION A, LINES 7A & 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 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 ONGOING 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 WELLSTAR HEALTH SYSTEM, INC. HAS ENGAGED SULLIVAN COTTER TO WORK WITH THE GOVERNING BOARD AND COMPENSATION COMMITTEE 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. THE COMPENSATION COMMITTEE CONSISTS OF FIVE TRUSTEES. THE CEO AND CHIEF HUMAN RESOURCES OFFICERS PARTICIPATE IN AN ADVISORY ROLE, AND NOT AS VOTING MEMBERS. FURTHER IN COMMITTEE DISCUSSIONS ABOUT THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER, THE CEO RECUSES HIM/HERSELF FROM THAT PROCESS. 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 TRUSTEES 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. BASE COMPENSATION IS TARGETED AT THE MEDIAN BASE COMPENSATION PAID TO SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS (THE MARKET). OFFICERS OF THE COMPANY ALSO RECEIVE VARIABLE COMPENSATION THAT IS DEPENDENT ON INDIVIDUAL AND ORGANIZATION PERFORMANCE. WHEN PERFORMANCE IS FULLY SUSTAINED AT A SATISFACTORY LEVEL, THE TOTAL COMPENSATION, BOTH BASE AND VARIABLE, IS INTENDED TO BE AT OR AROUND THE 75TH% OF COMPENSATION PAID TO SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS. 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 SULLIVAN COTTER 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 PROVIDED TO THE FULL BOARD OF TRUSTEES FOR REVIEW. 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 XI, LINE 9 OTHER CHANGES IN NET ASSETS FOR THE REPORTING PERIOD WELLSTAR SYLVAN GROVE HOSPITAL HAD A CHANGE IN NET ASSETS OF $(214,492) RELATED TO TRANSFERS TO AFFILIATES AS PART OF THE ALLOCATION OF INCOME STATEMENT AND BALANCE SHEET TRANSACTIONS OVER THE YEAR. 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