2026-05-15T12:34:00-05:00 2025-06-30 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2024-07-01 582575049 VERNON WOODS RETIREMENT COMMUNITY INC % JOHN KERNDL VERN 7709567827 793 SAWYER ROAD Marietta GA 300622222 JOHN KERNDL EVP & CFO 7709567827 2026-05-08 true true JOANNE KRUEGER P01235586 2673303000 2026-05-08 2024 2025-03-06 01:10:19Z KETUL J PATEL 793 SAWYER ROAD Marietta GA 300622222 4287887 false X WWW.WELLSTAR.ORG X 2000 GA SEE SCHEDULE O 17 10 0 0 0 0 0 0 4138646 4287887 0 0 0 0 4138646 4287887 0 0 0 0 0 0 0 0 0 4229604 3930921 4229604 3930921 -90958 356966 5660386 6179329 585173 499418 5075213 5679911 X SEE SCHEDULE O false false 3930921 0 4287887 SEE SCHEDULE O 3930921 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 JOHN KERNDL 7709567827 793 SAWYER ROAD Marietta GA 300622222 X CANDICE SAUNDERS PRESIDENT & CEO 1.0 49.0 X 0 4958202 111721 LEO REICHERT EVP & GENERAL COUNSEL 1.0 49.0 X 0 1501286 118680 RICHARD CAPPS EVP CHIEF INFO & DIGITAL OFFCR 1.0 49.0 X 0 1456940 122478 DAVID JONES EVP CHIEF PEOPLE OFFICER 1.0 49.0 X 0 1367993 91526 MARY CHATMAN EVP ACUTE CARE OPERATIONS 1.0 49.0 X 0 1345788 112311 KEM MULLINS EVP AMBULATORY OPS & BUS DEV 1.0 49.0 X 0 1347183 84804 MICHAEL MCCULLOUGH SVP SUPPLY CHAIN 1.0 49.0 X 0 1183436 97280 SUSAN GRANT EVP CHIEF NURS EXEC (END 1/25) 1.0 49.0 X 0 1119495 90856 ALAN MUSTER SVP SPECIALTY DIVISION WMG 1.0 49.0 X 0 951925 136217 WILLIAM BELLANDO SVP CHIEF INFO OFFICER 1.0 49.0 X 0 973353 113265 JOSEPH REPPERT SVP FINANCE & CFO 1.0 49.0 X 0 946489 111996 VALERY AKOPOV SVP HOSPITAL DIVISION WMG 1.0 49.0 X 0 943159 94359 JULIE TEER SVP & WELLSTAR FOUNDATION PRES 1.0 49.0 X 0 967637 50702 ARIF AZIZ MD TRUSTEE & PHYSICIAN(END 12/24) 1.0 49.0 X 0 861272 101567 PRANAV JAIN VP CHIEF IH OFF & HEAD OF CP 1.0 49.0 X 0 782654 82942 ANTHONY BUDZINSKI EVP & CFO (END 4/24) 1.0 49.0 X 0 815226 43967 BETH KOST SVP CHIEF COMPLIANCE OFFICER 1.0 49.0 X 0 750761 87807 SNEHAL DOSHI SVP ANCILLARY AND SUPPORT SVC 1.0 49.0 X 0 727383 94852 BARBARA COREY SVP MANAGED CARE 1.0 49.0 X 0 708162 101705 LAURA DANNELS VP CHIEF LEARNING OFFICER 1.0 49.0 X 0 727704 58842 DANIEL ABAD SVP TAL STRAT & TOTAL REWARDS 1.0 49.0 X 0 671526 82714 JASON STEVENS SVP DEPUTY GENERAL COUNSEL 1.0 49.0 X 0 631108 110168 FREDA LYON VP SYSTEM EMERGENCY SERVICES 1.0 49.0 X 0 624229 80019 MATTHEW TERRY SVP CHIEF STRATEGY OFFICER 1.0 49.0 X 0 617449 80919 SANDRA LUCIUS VP HEAD CARE PLAT (END 12/24) 1.0 49.0 X 0 601651 95657 NICKOLOS YAITSKY VP CHIEF AI OFF & HEAD OF EA 1.0 49.0 X 0 593766 74321 DAVID PRESTON VP BRAND AND MARKETING 1.0 49.0 X 0 615176 43772 LE JOYCE NAYLOR SVP & CHIEF DIVERSITY & INCLUS 1.0 49.0 X 0 561495 88792 RICHARD FREEMAN EVP CHIEF PHYS EX (AS OF 7/24) 1.0 49.0 X 0 604459 25899 DANYALE ZIGLOR VP HUMAN RESOURCE 1.0 49.0 X 0 537425 85327 ELIZABETH LOUDERMILK VP FINANCIAL PLANNING 1.0 49.0 X 0 520489 96259 JAMES L HORNSBY TRUSTEE & PHYSICIAN 1.0 49.0 X 0 469768 117101 JOSEPH BRAUD VP INFO SECURITY & CISO 1.0 49.0 X 0 501085 62563 PAUL DOUGLASS MD TRUSTEE & PHYSICIAN 1.0 49.0 X 0 454029 87403 JAMES SWARTZ VP ACCOUNTING 1.0 49.0 X 0 440233 77479 ANDREW COX VP CHIEF OF STAFF & LEADERSHIP 1.0 49.0 X 0 433678 82568 JOHN HATFIELD EVP CHF EX AF OFF (AS OF 5/24) 1.0 49.0 X 0 485840 29448 STEPHEN VAULT VP STRATEGIC COMMUNITY DEVELOP 1.0 49.0 X 0 426528 57058 KIMBERLY TAACA VP WMG OPS SPECIALTY DIV 1.0 49.0 X 0 397829 82358 MAXWELL KAGAN VP FINANCE & CFO WMG 1.0 49.0 X 0 408688 67504 SOPHIA MCINTYRE SVP WMG AMB CAR DIV (END 4/23) 1.0 49.0 X 0 468520 0 ELIZABETH PAPETTI VP WMG OPS HOSPITAL DIV 1.0 49.0 X 0 397679 67875 SUSAN WRIGHT VP PHARMACY SVCS 1.0 49.0 X 0 392073 67601 THOMAS DRAPER VP CARDIOVASCULAR SERVICE LINE 1.0 49.0 X 0 396030 59505 VARMA RAMESWAR VP PEDIATRIC OPS AND SVC LINE 1.0 49.0 X 0 363870 88383 JOE CASTANON VP CONTRACTING & VAL ANALYSIS 1.0 49.0 X 0 377256 65263 KRISTEN TRICE VP DIAGNOSTIC OUTREACH 1.0 49.0 X 0 358108 82838 JESSICA KOVALESKY VP CARE COORDINATION & POP HLT 1.0 49.0 X 0 394821 36932 SANA BRUNO VP LABORATORY SERVICES SYSTEM 1.0 49.0 X 0 342496 77825 DONALD ZARKOU VP OF ONCOLOGY SERVICE LINE 1.0 49.0 X 0 323024 90750 SHARON ROBINSON VP FOUNDATION STRATEGY & GRWTH 1.0 49.0 X 0 331768 81334 CAROL TODD VP ASST GENERAL COUNSEL 1.0 49.0 X 0 325496 85736 MICHAEL GARRARD AVP REHABILITATION WRWSH 1.0 49.0 X 0 335402 67049 ROBERT DECOUX VP CORPORATE MED STAFF SVCS 1.0 49.0 X 0 316156 82222 ELLEN RUSSELL VP HIM CDI & POLICIES 1.0 49.0 X 0 294571 55484 STEVEN HUNT VP HUMAN RESOURCE (END 10/24) 1.0 49.0 X 0 337565 0 PHILLIP COULE VP AND CHIEF MEDICAL OFFICER 1.0 49.0 X 0 208060 22282 PAUL MURPHREE MD VP MEDICAL OUTCOMES (END 4/24) 1.0 49.0 X 0 156933 22425 JENNIFER GIUSTI VP CLINICAL OUTCOMES(END 4/24) 1.0 49.0 X 0 123430 37057 JOEL SHU VP WELLSTAR CP (END 1/24) 1.0 49.0 X 0 138696 3391 FRANK ROS TRUSTEE 1.0 15.0 X 0 54889 0 MITZI MOORE TRUSTEE 1.0 15.0 X 0 40514 0 ED RICHARDSON TRUSTEE 1.0 15.0 X 0 37753 0 W CHARLES BROCK TRUSTEE 1.0 15.0 X 0 34976 0 O SCOTT SWAYZE MD TRUSTEE 1.0 15.0 X 0 33814 0 MARK BERRY TRUSTEE 1.0 15.0 X 0 31902 0 KEITH PARKER TRUSTEE 1.0 15.0 X 0 31712 0 GREG MORGAN TRUSTEE 1.0 15.0 X 0 31708 0 H SPEER BURDETTE III TRUSTEE 1.0 15.0 X 0 31111 0 EDWARD TATE TRUSTEE 1.0 15.0 X 0 30481 0 DAVID BOTTOMS TRUSTEE 1.0 15.0 X 0 30129 0 JAMES L HOLMES TRUSTEE 1.0 15.0 X 0 27901 0 JOHN MCKIBBEN TRUSTEE 1.0 15.0 X 0 27042 0 JAY CUNNINGHAM TRUSTEE 1.0 15.0 X 0 26359 0 DAVID HAFNER FORMER DIRECTOR 0.0 0.0 X 0 24026 0 RANDALL BENTLEY SR FORMER DIRECTOR 0.0 0.0 X 0 14150 0 CONNIE KIRK FORMER TRUSTEE 1.0 15.0 X 0 12619 0 ALLEN SEPARK FORMER TRUSTEE 1.0 15.0 X 0 10935 0 GRETCHEN CORBIN BEG 1024 TRUSTEE 1.0 15.0 X 0 1539 0 JOHN KERNDL EVP & CFO (AS OF 2/25) 1.0 49.0 X 0 0 0 0 27582011 2357354 0 true true false 0 0 ASSISTED & INDEPENDENT LIVING 623990 4287887 4287887 4287887 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4287887 4287887 0 0 0 0 0 0 0 0 0 0 0 2373976 2373976 0 0 0 0 0 209599 209599 104265 104265 91639 91639 0 0 337879 337879 13269 13269 0 0 24 24 0 278591 278591 45964 45964 NON MEDICAL SUPPLIES 49154 49154 REPAIRS & MAINTENANCE 127073 127073 MEDICAL SUPPLIES 270130 270130 OTHER EXPENSES 29358 29358 3930921 3930921 0 0 1695463 1817090 0 0 0 0 0 0 0 0 0 0 0 0 0 0 66272 108064 6170912 1916737 3898651 4254175 0 0 0 0 0 0 0 0 0 0 5660386 6179329 585173 499418 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 585173 499418 X 2340848 2998627 2734365 2681284 5075213 5679911 5660386 6179329 X 356966 247732 X false true X true false X 0 0 0 0 0 0 2920417 3424746 4181369 4138646 4287887 18953065 0 0 0 2920417 3424746 4181369 4138646 4287887 18953065 0 0 0 18953065 0 0 0 0 0 2920417 3424746 4181369 4138646 4287887 18953065 1.00000 0.99839 0.00000 0.00000 X 2734365 53081 2681284 2804533 70168 2734365 3109392 304859 2804533 3192690 83297 3109393 3275988 83299 3192689 1.00000 false true false 480000 480000 3189058 1058649 2130409 1451006 204825 1246181 1050849 653264 397585 4254175 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, 2025, OR 2024. true true false false false false false true false ALAN MUSTER SVP SPECIALTY DIVISION WMG 0 588432 0 228235 0 135258 0 60315 0 75902 0 1088142 0 0 ALLEN SEPARK FORMER TRUSTEE 0 10935 0 0 0 0 0 0 0 0 0 10935 0 0 ANDREW COX VP CHIEF OF STAFF & LEADERSHIP 0 353746 0 70606 0 9326 0 24036 0 58532 0 516246 0 0 ANTHONY BUDZINSKI EVP & CFO (END 4/24) 0 325861 0 287932 0 201433 0 19734 0 24233 0 859193 0 0 ARIF AZIZ MD TRUSTEE & PHYSICIAN(END 12/24) 0 615688 0 221408 0 24176 0 60411 0 41156 0 962839 0 0 BARBARA COREY SVP MANAGED CARE 0 477971 0 118184 0 112007 0 32777 0 68928 0 809867 0 0 BETH KOST SVP CHIEF COMPLIANCE OFFICER 0 502653 0 125408 0 122700 0 37552 0 50255 0 838568 0 0 CANDICE SAUNDERS PRESIDENT & CEO 0 2000953 0 1367578 0 1589671 0 60350 0 51371 0 5069923 0 536578 CAROL TODD VP ASST GENERAL COUNSEL 0 258502 0 54595 0 12399 0 32180 0 53556 0 411232 0 0 CONNIE KIRK FORMER TRUSTEE 0 12619 0 0 0 0 0 0 0 0 0 12619 0 0 DANIEL ABAD SVP TAL STRAT & TOTAL REWARDS 0 426546 0 170446 0 74534 0 52208 0 30506 0 754240 0 0 DANYALE ZIGLOR VP HUMAN RESOURCE 0 300310 0 181002 0 56113 0 51276 0 34051 0 622752 0 0 DAVID HAFNER FORMER DIRECTOR 0 24026 0 0 0 0 0 0 0 0 0 24026 0 0 DAVID JONES EVP CHIEF PEOPLE OFFICER 0 666694 0 370777 0 330522 0 59026 0 32500 0 1459519 0 168750 DAVID PRESTON VP BRAND AND MARKETING 0 405434 0 130923 0 78819 0 0 0 43772 0 658948 0 0 DONALD ZARKOU VP OF ONCOLOGY SERVICE LINE 0 257670 0 51427 0 13927 0 32338 0 58412 0 413774 0 0 ELIZABETH LOUDERMILK VP FINANCIAL PLANNING 0 341037 0 166274 0 13178 0 42681 0 53578 0 616748 0 0 ELIZABETH PAPETTI VP WMG OPS HOSPITAL DIV 0 310898 0 76348 0 10433 0 29625 0 38250 0 465554 0 0 ELLEN RUSSELL VP HIM CDI & POLICIES 0 234832 0 46872 0 12867 0 17424 0 38060 0 350055 0 0 FREDA LYON VP SYSTEM EMERGENCY SERVICES 0 275974 0 65584 0 282671 0 34884 0 45135 0 704248 0 266838 JAMES L HORNSBY TRUSTEE & PHYSICIAN 0 323908 0 135986 0 9874 0 59712 0 57389 0 586869 0 0 JAMES SWARTZ VP ACCOUNTING 0 306971 0 123516 0 9746 0 29092 0 48387 0 517712 0 0 JASON STEVENS SVP DEPUTY GENERAL COUNSEL 0 421709 0 109293 0 100106 0 62215 0 47953 0 741276 0 0 JENNIFER GIUSTI VP CLINICAL OUTCOMES(END 4/24) 0 119597 0 0 0 3833 0 30794 0 6263 0 160487 0 0 JESSICA KOVALESKY VP CARE COORDINATION & POP HLT 0 306467 0 77668 0 10686 0 21062 0 15870 0 431753 0 0 JOE CASTANON VP CONTRACTING & VAL ANALYSIS 0 305832 0 62595 0 8829 0 12058 0 53205 0 442519 0 0 JOEL SHU VP WELLSTAR CP (END 1/24) 0 23251 0 115045 0 400 0 2269 0 1122 0 142087 0 0 JOHN HATFIELD EVP CHF EX AF OFF (AS OF 5/24) 0 400000 0 75000 0 10840 0 4587 0 24861 0 515288 0 0 JOSEPH BRAUD VP INFO SECURITY & CISO 0 336274 0 67117 0 97694 0 6938 0 55625 0 563648 0 28464 JOSEPH REPPERT SVP FINANCE & CFO 0 511555 0 202629 0 232305 0 60100 0 51896 0 1058485 0 106747 JULIE TEER SVP & WELLSTAR FOUNDATION PRES 0 582150 0 145246 0 240241 0 12868 0 37834 0 1018339 0 107415 KEM MULLINS EVP AMBULATORY OPS & BUS DEV 0 856242 0 300398 0 190543 0 24800 0 60004 0 1431987 0 0 KIMBERLY TAACA VP WMG OPS SPECIALTY DIV 0 313123 0 73875 0 10831 0 52277 0 30081 0 480187 0 0 KRISTEN TRICE VP DIAGNOSTIC OUTREACH 0 262080 0 86108 0 9920 0 29490 0 53348 0 440946 0 0 LAURA DANNELS VP CHIEF LEARNING OFFICER 0 419168 0 236636 0 71900 0 28095 0 30747 0 786546 0 0 LE JOYCE NAYLOR SVP & CHIEF DIVERSITY & INCLUS 0 375440 0 93672 0 92383 0 59676 0 29116 0 650287 0 0 LEO REICHERT EVP & GENERAL COUNSEL 0 817170 0 285436 0 398680 0 60100 0 58580 0 1619966 0 204292 MARY CHATMAN EVP ACUTE CARE OPERATIONS 0 853496 0 302145 0 190147 0 65373 0 46938 0 1458099 0 0 MATTHEW TERRY SVP CHIEF STRATEGY OFFICER 0 414918 0 103522 0 99009 0 27754 0 53165 0 698368 0 0 MAXWELL KAGAN VP FINANCE & CFO WMG 0 317075 0 80930 0 10683 0 29250 0 38254 0 476192 0 0 MICHAEL GARRARD AVP REHABILITATION WRWSH 0 271211 0 54131 0 10060 0 15032 0 52017 0 402451 0 0 MICHAEL MCCULLOUGH SVP SUPPLY CHAIN 0 450840 0 202650 0 529946 0 36515 0 60765 0 1280716 0 421152 NICKOLOS YAITSKY VP CHIEF AI OFF & HEAD OF EA 0 316493 0 189757 0 87516 0 16904 0 57417 0 668087 0 29048 PAUL DOUGLASS MD TRUSTEE & PHYSICIAN 0 373636 0 68430 0 11963 0 30847 0 56556 0 541432 0 0 PAUL MURPHREE MD VP MEDICAL OUTCOMES (END 4/24) 0 149297 0 0 0 7636 0 9673 0 12752 0 179358 0 0 PHILLIP COULE VP AND CHIEF MEDICAL OFFICER 0 204474 0 1680 0 1906 0 12372 0 9910 0 230342 0 0 PRANAV JAIN VP CHIEF IH OFF & HEAD OF CP 0 498722 0 199287 0 84645 0 52511 0 30431 0 865596 0 0 RANDALL BENTLEY SR FORMER DIRECTOR 0 14150 0 0 0 0 0 0 0 0 0 14150 0 0 RICHARD CAPPS EVP CHIEF INFO & DIGITAL OFFCR 0 713211 0 584401 0 159328 0 61204 0 61274 0 1579418 0 0 RICHARD FREEMAN EVP CHIEF PHYS EX (AS OF 7/24) 0 420680 0 100000 0 83779 0 10109 0 15790 0 630358 0 0 ROBERT DECOUX VP CORPORATE MED STAFF SVCS 0 210558 0 42027 0 63571 0 44522 0 37700 0 398378 0 49297 SANA BRUNO VP LABORATORY SERVICES SYSTEM 0 275093 0 55708 0 11695 0 25212 0 52613 0 420321 0 0 SANDRA LUCIUS VP HEAD CARE PLAT (END 12/24) 0 314725 0 188706 0 98220 0 54424 0 41233 0 697308 0 31472 SHARON ROBINSON VP FOUNDATION STRATEGY & GRWTH 0 267821 0 53456 0 10491 0 37110 0 44224 0 413102 0 0 SNEHAL DOSHI SVP ANCILLARY AND SUPPORT SVC 0 416042 0 113534 0 197807 0 39190 0 55662 0 822235 0 99242 SOPHIA MCINTYRE SVP WMG AMB CAR DIV (END 4/23) 0 0 0 0 0 468520 0 0 0 0 0 468520 0 0 STEPHEN VAULT VP STRATEGIC COMMUNITY DEVELOP 0 299051 0 72399 0 55078 0 29309 0 27749 0 483586 0 0 STEVEN HUNT VP HUMAN RESOURCE (END 10/24) 0 8793 0 0 0 328772 0 0 0 0 0 337565 0 113506 SUSAN GRANT EVP CHIEF NURS EXEC (END 1/25) 0 621005 0 216914 0 281576 0 59152 0 31704 0 1210351 0 155249 SUSAN WRIGHT VP PHARMACY SVCS 0 317366 0 63346 0 11361 0 36949 0 30652 0 459674 0 0 THOMAS DRAPER VP CARDIOVASCULAR SERVICE LINE 0 292157 0 68980 0 34893 0 29375 0 30130 0 455535 0 25350 VALERY AKOPOV SVP HOSPITAL DIVISION WMG 0 580944 0 219327 0 142888 0 38325 0 56034 0 1037518 0 0 VARMA RAMESWAR VP PEDIATRIC OPS AND SVC LINE 0 289827 0 57846 0 16197 0 60170 0 28213 0 452253 0 0 WILLIAM BELLANDO SVP CHIEF INFO OFFICER 0 520024 0 340987 0 112342 0 54930 0 58335 0 1086618 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 2024 CALENDAR YEAR FROM EITHER THE ORGANIZATION OR A RELATED ORGANIZATION: SOPHIA MCINTYRE 468,520 STEVEN HUNT 214,931 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): CANDICE SAUNDERS 536,578 DAVID JONES 168,750 FREDA LYON 266,838 JOE REPPERT 106,747 JOSEPH BRAUD 28,464 JULIE TEER 107,415 LEO REICHERT 204,292 MICHAEL MCCULLOUGH 421,152 NICKOLOS YAITSKY 29,048 ROBERT DECOUX 49,297 SANDRA LUCIUS 31,472 SNEHAL DOSHI 99,242 STEVEN HUNT 113,506 SUSAN GRANT 155,249 THOMAS DRAPER 25,350 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 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 VERNON WOODS RETIREMENT COMMUNITY, INC. ("VERNON WOODS") WAS ESTABLISHED FOR THE PURPOSE OF PROVIDING ASSISTED AND INDEPENDENT LIVING APARTMENTS TO 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 104 ADULTS WERE SERVED DURING THE YEAR, 57 ASSISTED LIVING AND 47 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, 2025. FORM 990, PART IV, LINE 12B AUDITED FINANCIAL STATEMENTS WELLSTAR HEALTH SYSTEM, INC 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 AU MEDICAL CENTER, INC., AU MEDICAL ASSOCIATES, INC., COBB HOSPITAL, INC., DOUGLAS HOSPITAL INC., KENNESTONE HOSPITAL, INC., PAULDING MEDICAL CENTER, INC.,WELLSTAR ATLANTA MEDICAL CENTER, INC., WELLSTAR MCG HEALTH, INC.,WELLSTAR NORTH FULTON HOSPITAL, INC., WELLSTAR SPALDING REGIONAL MEDICAL CENTER, INC., WELLSTAR SYLVAN GROVE HOSPITAL, INC., WELLSTAR MCG WARM SPRINGS, INC.,WELLSTAR WEST GEORGIA MEDICAL CENTER, INC., WINDY HILL HOSPITAL, WELLSTAR MEDICAL GROUP, LLC, WELLSTAR FOUNDATION, INC. AND VARIOUS OTHER OWNED ENTITES 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 CURRENT YEAR FORM 990 IS PROVIDEDTO THE FINANCE COMMITTEE FOR REVIEW. OPPORTUNITITES 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 IS 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 XI, LINE 9 FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS FOR THE REPORTING PERIOD VERNON WOODS RETIREMENT COMMUNITY, INC. HAD A CHANGE IN NET ASSETS OF $247,732 RELATED TO TRANSFERS TO AFFILIATES AS PART OF THE ALLOCATION OF INCOME STATEMENT AND BALANCE SHEET TRANSACTIONS OVER THE YEAR. 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 Foundation Inc 793 SAWYER ROAD MARIETTA GA 30062 581627413 Foundation GA 501(C)(3) 12 II 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 HOSPTIAL 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 SAWYER 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 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 COBB HOSPITAL INC 793 SAWYER ROAD MARIETTA GA 30062 580968382 HEALTHCARE GA 501(C)(3) 3 WHS INC true WELLSTAR MCG HEALTH INC 1120 15TH ST BA 8412 AUGUSTA GA 30912 272999718 HEALTHCARE GA 581(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 1120 15TH STREET BA 8412 AUGUSTA GA 30912 580705892 HEALTHCARE GA 501(C)(3) 3 WHS INC true WELLSTAR MCG HEALTH WARM SPRINGS INC 1120 15TH STREET BA 8412 AUGUSTA GA 30912 464824043 HEALTHCARE GA 501(C)(3) WHS INC true COBB SOUTH PARKING DECK LLC 793 SAWYER ROAD MARIETTA GA 300622222 752999669 PARKING GA NA KENNESTONE EAST PARKING DECK LLC 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 30062 582148398 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 PHYS. PRACTICE GA WGHS INC C CORP WELLSTAR HEALTH PLAN INC 793 SAWYER ROAD MARIETTA GA 300622222 461922499 HEALTH INSURANCE GA WHS INC C CORP false false false false false false false false false false false false true true false false false false