2025-11-17T09:03:22-06:00 2024-12-31 PWC US TAX LLP 655 NEW YORK AVE NW SUITE 1100 WASHINGTON DC 20001 990 2024-01-01 581692698 EMORY CHILDREN'S PEDIATRIC INSTITUTE INC % BRANDON YODER EMOR 4047855718 1575 NORTHEAST EXPRESSWAY ATLANTA GA 30329 Shari Barkin BOARD MBR/EXEC DIR 4047857944 2025-11-17 true true JOANNE KRUEGER P01235586 2024141000 2024 2025-03-06 01:10:19Z Shari Barkin 1575 NORTHEAST EXPRESSWAY ATLANTA GA 30329 197121918 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 9 596 9 0 0 0 0 169687790 196791745 282022 330173 0 0 169969812 197121918 0 0 0 0 167450758 194257766 0 0 0 2258694 2554226 169709452 196811992 260360 309926 68819313 66304303 63264101 60388962 5555212 5915341 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 196811992 0 196791745 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. 196811992 true false false false false false false false false true false true false false false false false false false false false false false false false false false false false true false false false false false false true false false false false false false true false false false true 0 0 596 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 RAVI THADHANI MD MPH BOARD MEMBER AND CO-PRESIDENT 2.5 65.0 X X 0 5260083 84472 DONNA HYLAND BOARD MEMBER AND CO-PRESIDENT 1.0 40.0 X X 0 2492426 515923 PAUL CHAI MD PHYSICIAN 60.0 0.0 X 2363903 0 52890 JONATHAN S LEWIN MD FORMER BOARD MEMBER & CO-PRES 0.0 40.0 X 0 1960598 57303 SANDRA WONG MD Board Member as of 3/24 1.0 45.0 X 0 1587498 10854 NICHOLAS FLETCHER MD PHYSICIAN 60.0 0.0 X 1373169 0 69667 SUBHADRA SHASHIDHARAN MD PHYSICIAN 60.0 0.0 X 1375949 0 62877 ROBERT BRUCE JR MD PHYSICIAN 60.0 0.0 X 1293316 0 56947 CARLOS DEL RIO BOARD MEMBER until 2/24 2.0 60.0 X 0 1052483 49000 DAVID STEPHENS MD FORMER BOARD MEMBER & CO-PRES 0.0 40.0 X 0 947442 41791 MATTHEW S CLIFTON MD PHYSICIAN 60.0 0.0 X 919472 0 63749 LUCKY JAIN MD EXECUTIVE DIRECTOR 1.0 55.0 X 0 795663 71344 DAVID FENSTERMACHER SECRETARY as of 9/24 1.0 40.0 X 0 618900 47207 BRANDON YODER TREASURER 1.0 40.0 X 0 419452 16250 ZAINAB HARVEY SECRETARY until 9/24 1.0 40.0 X 0 120609 15782 KATHELEN AMOS BOARD MEMBER 1.0 2.0 X 0 0 0 JOE ROGERS BOARD MEMBER 1.0 0.0 X 0 0 0 ELIZABETH BLAKE BOARD MEMBER 1.0 0.0 X 0 0 0 JONATHAN GOLDMAN BOARD MEMBER 1.0 0.0 X 0 0 0 DOUG HERTZ BOARD MEMBER 1.0 0.0 X 0 0 0 JOHN RICE BOARD MEMBER 1.0 4.0 X 0 0 0 STEPHANIE BLANK BOARD MEMBER 1.0 0.0 X 0 0 0 WILLIAM BROSIUS BOARD MEMBER 1.0 2.0 X 0 0 0 PETE MCTIER BOARD MEMBER 1.0 0.0 X 0 0 0 7325809 15255154 1216056 517 true true false 0 0 PEDIATRIC SERVICES 622310 196791745 196791745 196791745 56103 56103 0 0 0 0 0 274070 274070 274070 274070 0 0 0 0 0 0 0 0 0 0 197121918 196791745 0 330173 0 0 0 0 0 0 164003380 164003380 0 17708127 17708127 12546259 12546259 0 0 0 0 0 19962 19962 192777 192777 279 279 40839 40839 1161 1161 0 0 1424788 1424788 0 414872 414872 0 0 0 0 CATERING 263446 263446 EMPLOYEE RELATIONS 44729 44729 MEDICAL SUPPLIES 18185 18185 MISCELLANEOUS EXPENSE 133188 133188 196811992 196811992 0 0 45769408 60592641 0 0 0 0 17427339 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5351533 5711662 0 0 0 0 271033 0 68819313 66304303 63264101 60388962 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 63264101 60388962 X 1688646 2048775 3866566 3866566 5555212 5915341 68819313 66304303 309926 50203 X false false false X X 2 EMORY UNIVERSITY 580566256 2 true 23777825 0 CHILDREN'S HEALTHCARE OF ATLANTA INC 582367819 3 true 173013920 0 2 196791745 0 true false false false false false false false false false false false false false false true false 5351533 572510 212381 5711662 5072313 27743 485902 234425 5351533 5914675 17729 -827604 32487 5072313 5167267 17745 922127 192464 5914675 4295746 17842 1194274 340595 5167267 0.17320 0.82680 false true true EMORY ENDOWMENT POOL 5711662 F 5711662 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 true false RAVI THADHANI MD MPH BOARD MEMBER AND CO-PRESIDENT 0 2805167 0 2187448 0 267468 0 45140 0 39332 0 5344555 0 0 DONNA HYLAND BOARD MEMBER AND CO-PRESIDENT 0 1502152 0 936152 0 54122 0 487451 0 28472 0 3008349 0 0 PAUL CHAI MD PHYSICIAN 2150877 0 212976 0 50 0 31050 0 21840 0 2416793 0 0 0 JONATHAN S LEWIN MD FORMER BOARD MEMBER & CO-PRES 0 544082 0 0 0 1416516 0 41699 0 15604 0 2017901 0 1377997 SANDRA WONG MD Board Member as of 3/24 0 885831 0 701667 0 0 0 0 0 10854 0 1598352 0 0 NICHOLAS FLETCHER MD PHYSICIAN 1260451 0 101063 0 11655 0 31050 0 38617 0 1442836 0 0 0 SUBHADRA SHASHIDHARAN MD PHYSICIAN 1170753 0 191869 0 13327 0 31050 0 31827 0 1438826 0 0 0 ROBERT BRUCE JR MD PHYSICIAN 1173723 0 107938 0 11655 0 31050 0 25897 0 1350263 0 0 0 CARLOS DEL RIO BOARD MEMBER until 2/24 0 895526 0 154769 0 2188 0 36593 0 12407 0 1101483 0 0 DAVID STEPHENS MD FORMER BOARD MEMBER & CO-PRES 0 777111 0 152692 0 17639 0 40930 0 861 0 989233 0 0 MATTHEW S CLIFTON MD PHYSICIAN 861530 0 57892 0 50 0 31050 0 32699 0 983221 0 0 0 LUCKY JAIN MD EXECUTIVE DIRECTOR 0 668222 0 115630 0 11811 0 52719 0 18625 0 867007 0 0 DAVID FENSTERMACHER SECRETARY as of 9/24 0 455848 0 137115 0 25937 0 19580 0 27627 0 666107 0 0 BRANDON YODER TREASURER 0 326166 0 91147 0 2139 0 0 0 16250 0 435702 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. DR. JAIN FORMALLY RETIRED ON DECEMBER 1, 2024 BUT SERVED ON THE BOARD FOR THE FULL CALENDAR YEAR. DR. SHARI BARKIN JOINED THE EMORY + CHILDREN'S PEDIATRIC INSTITUTE ON DECEMBER 1, 2024, BUT DID NOT SERVE ON THE BOARD UNTIL 1/1/2025. INTEGRAL TO THESE LEADERSHIP ROLES, DR. JAIN AND DR. BARKIN ARE 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 AND DR. BARKIN. EACH YEAR THE 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. 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 AND DR. BARKIN (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. IN ADDITION, NON-CEO PARTICIPANTS WILL AUTOMATICALLY VEST ONCE THE PARTICIPANT REACHED A TARGETED RETIREMENT DATE. BELOW ARE THE PARTICIPANTS AND THE TOTAL AMOUNT CONTRIBUTED TO THE PLAN FOR EACH DURING 2024: DONNA HYLAND - $ 463,751 CERTAIN EMORY EXECUTIVES PARTICIPATE IN A SUPPLEMENTAL RETIREMENT PLAN INTENDED TO MAKE UP FOR LIMITS ON COMPENSATION IN THE QUALIFIED RETIREMENT PLAN: RAVI THADHANI - $254,070 (INCLUDED IN COLUMN B(III) FOR SCHEDULE J) SCHEDULE J, PART I, LINE 7 RETENTION BONUSES WERE PAID TO CERTAIN INDIVIDUALS DURING THE YEAR: SUBHADRA SHASHIDHARAN - $75,000 Shabnam Jain SEE SCHEDULE L, PART V 319899 Compensation false SCHEDULE L, PART IV, COLUMN(B) Shabnam Jain works as an Emergency Medicine Physician. SHE IS THE WIFE OF Lucky Jain, who is AN officer for EMORY + CHILDREN'S PEDIATRIC INSTITUTE, INC. 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, LINE 6 EMORY AND CHILDREN'S ARE THE SOLE MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, LINE 7A THE BYLAWS OF EMORY AND CHILDREN'S PROVIDE THAT THE TRUSTEES OF THESE ORGANIZATIONS ARE SUBJECT TO THE APPROVAL AND REMOVAL BY 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 false true false false false false false false false