Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
CENTER FOR HEALTH AND LEARNING INC
Employer identification number
26-2442849
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
No
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
No
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
No
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
(1)
THE CORPORATION OF MERCER UNIVERSITY
580566167
02
Yes
Yes
Yes
0
(2)
PIEDMONT HOSPITAL INC
580566213
03
Yes
Yes
Yes
0
Total
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public Support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2010.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2009.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2009.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public Support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f))
.........
15
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2010.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2009.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
CENTER FOR HEALTH AND LEARNING INC
Employer identification number
26-2442849
Identifier
Return Reference
Explanation
ADDITIONAL PROGRAM ACCOMPLISHMENTS
Form 990, Part III
THE CENTER FOR HEALTH AND LEARNING (CHL) DOES NOT DIRECTLY ADMINISTER PROGRAMS. THE CENTER SERVES AS THE CONDUIT THROUGH WHICH DISCUSSIONS TAKE PLACE BETWEEN ADMINISTRATORS, FACULTY AND CLINICIANS AFFILIATED WITH PIEDMONT FACILITIES AND MERCER UNIVERSITY PROGRAMS. BASED ON THESE DISCUSSIONS, THE CENTER FOR HEALTH AND LEARNING STAFF WORKS DIRECTLY WITH MERCER UNIVERSITY FACULTY, PIEDMONT STAFF AND CLINICIANS TO INITIATE JOINT PROGRAMS. THESE PROGRAMS ARE SUPPORTED FINANCIALLY DIRECTLY BY PIEDMONT OR MERCER. BELOW ARE LISTED ADDITIONAL PROGRAMS THAT HAVE BEEN DEVELOPED AS A RESULT THIS PARTNERSHIP: The Piedmont Nursing Scholars Program - The Piedmont Nursing Scholars Program provided full scholarships to qualifying and select nursing students at the Georgia Baptist College of Nursing of Mercer University in exchange for a service commitment to work post-graduation at one of Piedmont's healthcare facilities. The program was designed to help recruit, educate, and ultimately place more nurses in the workforce, not only at Piedmont, but in the community at large. As of May 2011, 102 scholars graduated from the program. Scholarship awards were capped at $5,000 per semester per student. Additionally, for every semester that a student received a scholarship, he or she was contractually committed to six months of employment with Piedmont. Program ended in May of 2011 and may reopen if Piedmont determines there is appropriate need to do so. Mercer Family Therapy Program - Mercer University School of Medicine's Family Therapy Graduate Program has just completed its fourth year at Piedmont Hospital as part of the Piedmont/Mercer Center for Health and Learning partnership. The program has grown in a number of areas in the past year including the addition of students, the addition of faculty, the opening of the Mercer Marriage and Family Therapy Center (an out-patient counseling clinic for student training), and MFT faculty service to a variety of Piedmont programs. The MFT program has grown to 45 current students at the Piedmont campus. This includes 20 first year students and 25 second year students. Students in the MFT program at Piedmont attend all classes at the Piedmont campus and do a yearlong clinical internship in the Mercer Marriage and Family Therapy Center. MFT graduate students are supervised by MFT faculty to provide out-patient family, couple, and individual counseling services on a sliding fee scale. The MFT program now has four full time Mercer faculty members at the Piedmont location and has worked collaboratively with Piedmont staff in providing service to various Piedmont programs. The Piedmont Healthcare Chair in Nursing/Nursing Ph.D. Program - Dr. Laura P. Kimble, the Piedmont Healthcare Endowed Chair in Nursing has now completed 2 years in the role. The major focus of the endowed chair was to facilitate Georgia Baptist College of Nursing in implementing a new PhD in Nursing program which emphasizes the preparation of PhD prepared nursing faculty who will be able to address the nursing shortage. The first cohort of 5 students has completed a full year of study, and a second cohort of 10 students has been admitted and is in their first semester. Dr. Kimble teaches statistics in the program and also serves as dissertation chair for students. Dr. Kimble has promoted the CHL through participation in CHL sponsored workgroups and retreats and is working to create stronger connections with Piedmont through joint research endeavors. She also served as MSN capstone advisor for Piedmont cardiovascular ICU nurse, Rebecca Lake, who conducted a research study via chart review examining shivering and extubation outcomes in Piedmont's CV-ICU patients. Dr. Kimble continues to have an active program of research and publication around symptoms and medication adherence in persons with coronary artery disease. Practice Management Curriculum: the program was launched to train practice managers from Piedmont Heart Institute and Piedmont Medical Care Corp. through Mercer's Leadership for the Medical Practice Certificate Program. The training began on August 31, 2010 on Piedmont's Campus in Atlanta. The courses were led by faculty from the College of Continuing and Professional Studies and were each designed in conjunction with Piedmont executives. The program included 33 practice managers from around the metro Atlanta area and also included three in-person training sessions and 10 total modules, which are hybrid or online. The modules, which ran from August 31 to Dec. 21, 2010, were: organizational communication, team building and effective relationships, management for the practice manager, human resources, client/patient satisfaction, strategic planning for success, record maintenance and security, compliance and contracting, financial leadership for the non-financial manager, and effective leadership for healthcare and leadership succession. Each module required 10 hours of work time/class time whether face-to-face or online and each online module will include at least a one-hour live chat session. Managers who completed the program received a Certificate in Leadership for the Medical Practice from the College of Continuing and Professional Studies. The ceremony, which was also part of the last module, was held on December 21, 2010. Program was completed in December of 2010. It is expected the program may be re-initiated in 2012. Exploring Solutions for Primary Care: Current estimates tell us that between thirty and fifty million uninsured Americans will receive access to primary care services in 2014. According to best estimates, 1.7 million of the uninsured are Georgians. In the midst of the increasing numbers of uninsured that will begin receiving benefits, Medicare and Medicaid are reducing their reimbursement rates to health care providers, while the federal government has remained stagnant on the number of federally funded residency programs. Specific to Georgia, a study from the Medical College of Georgia predicts that without increases in funding, Georgia will rank last in physicians per capita by 2020. This has become the "perfect storm" that could overwhelm our system's capacity to provide quality, timely healthcare services. Many physicians are now refusing to accept Medicare patients at a time when our Medicare population is poised to increase dramatically within the next ten years. This concern, has led us to begin exploratory conversations on "building the medical home" or also described as a multi-disciplinary team approach to primary care. In this approach the patient becomes the "center" of care rather than the provider. This usually incorporates a physician managed team approach to care that includes non-physician providers in the fields of medicine, nursing, pharmacy and other health related services. This approach assumes physicians will utilize their time for the most complicated cases and will delegate duties that do not require a physician to other providers. PMCC (Piedmont Medical Care Corporation) is incorporating Mercer FNP (Family Nurse Practitioner) clinical rotations into their out-patient practice settings. PMCC has initiated a Mercer PT pilot for treatment of back pain. PMCC and Fayette Hospital initiated clinical rotations for Mercer Pharmacy Medication Reconciliation Students. PMCC and PHI (Piedmont Heart Institute) are currently participating in the development of a Health Coach Certificate.
OTHER PROGRAM SERVICES
FORM 990, PART III, LINE 4D
VARIOUS OTHER PROGRAM SERVICES FUNDED BY PIEDMONT HEALTHCARE AND MERCER UNIVERSITY, INCLUDING THE PIEDMONT NURSING SCHOLARS PROGRAM AND MERCER PHYSICIAN ASSISTANT PROGRAM.
Family or Business Relationships
FORM 990, PART VI, SECTION A, QUESTION 2
RELATED PARTIES BUSINESS RELATIONSHIP TIM STACK MEMBERS OF THE BOARD THAT ARE GREG HURST EMPLOYEES OF ANY PIEDMONT ENTITY CHARLIE HALL REPORT DIRECTLY OR INDIRECTLY TO MICHELE MOLDEN TIM STACK. CONNIE WHITTINGTON TIM REPORTS TO THE PIEDMONT CHARLES WICKLIFFE, MD HEALTHCARE BOARD OF DIRECTORS. LILA HERTZ WILLIS SHEFTALL LES DONAHUE LILA HERTZ AND WILLIS SHEFTALL SERVE ON THE PIEDMONT HEALTHCARE BOARD OF DIRECTORS RELATED PARTIES BUSINESS RELATIONSHIP WILLIAM UNDERWOOD MEMBERS OF THE BOARD THAT ARE JAMES NETHERTON EMPLOYEES OF MERCER UNIVERSITY WALLACE DANIEL REPORT DIRECTLY OR INDIRECTLY TO RICHARD SWINDLE WILLIAM UNDERWOOD. PAUL GIANNESCHI WILLIAM UNDERWOOD REPORTS TO THE SCOTT DAVIS MERCER UNIVERSITY BOARD OF TRUSTEES. TOM MCAFEE TOM MCAFEE SERVES ON THE MERCER UNIVERSITY BOARD OF TRUSTEES
FORM 990 REVIEW PROCESS
FORM 990, PART VI, SECTION B, QUESTION 11
THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT. CENTER FOR HEALTH AND LEARNING MANAGEMENT PERFORMS A DETAILED REVIEW OF THE FORM 990, THEN THE FORM 990 IS PROVIDED TO MERCER UNIVERSITY'S CFO, PIEDMONT HEALTHCARE'S CFO, AND THE BOARD TREASURER FOR REVIEW. A COPY OF THE 2010 990 WILL BE BROUGHT TO CHL's APRIL BOARD MEETING AND WILL BE AVAILABLE FOR REVIEW. A COPY OF FORM 990 WOULD BE AVAILABLE FOR REVIEW AT ANY TIME BY CONTACTING THE CENTER FOR HEALTH AND LEARNING EXECUTIVE DIRECTOR.
Conflict of Interest Policy
Form 990, Part IV, Section B, Questions 12
THIS IS COMPLETED ON A YEARLY BASIS PRIOR TO OUR 990 FILING. THE BOARD RECEIVES A FORM PRIOR TO THE 990 FILING, ASKING THEM SPECIFIC QUESTIONS THAT ARE SPECIFICALLY TAILORED TO THE QUESTIONS AND CONCERNS ADDRESSED IN THE 990 FILING. BOARD MEMBERS ARE ASKED TO ANSWER THE QUESTIONS AND SIGN THE FORM. SO FAR, WE HAVE HAD 100% COMPLIANCE WITH CURRENT BOARD MEMBERS. WE HAVE SENT THE FORM TO ALL OF THE FORMER BOARD MEMBERS.
COMPENSATION REVIEW AND APPROVAL
FORM 990, PART VI, SECTION B, QUESTION 15
DURING THE 6/30/2011 FISCAL YEAR, THE BOARD APPOINTED A PERSONNEL COMMITTEE WHICH REVIEWED THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND ESTABLISHED COMPENSATION THAT FOLLOWS MERCER UNIVERSITY AND PIEDMONT HEALTHCARE POLICIES.
AVAILABILITY OF GOVERNING DOCUMENTS
FORM 990, PART VI, SECTION C, QUESTION 19
THE CENTER FOR HEALTH AND LEARNING, INC. DOES NOT CURRENTLY MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. IN THE FUTURE, ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WILL BE POSTED ON A NEWLY DEVELOPED WEBSITE.
Average hours worked at Related Organizations
Form 990, Part VII, Section A, Column B
MERCER UNIVERSITY PIEDMONT HOSPITAL --------------- ------------- WILLIAM UNDERWOOD 55 0 WALLACE DANIEL 55 0 SCOTT DAVIS 55 0 RICHARD SWINDLE 55 0 JAMES NETHERTON 55 0 R TIMOTHY STACK 0 55 MICHELE MOLDEN 0 55 CHARLES WICKLIFFE MD 0 55 GREG HURST 0 55 CHARLIE HALL 0 55 CONNIE WHITTINGTON 0 55 LES DONAHUE 0 55
ORGANIZATION MEMBERS
FORM 990, PART VI, LINES 6, 7A, AND 7B
The members of the Center for Health and Learning, Inc. are The Corporation of Mercer University and Piedmont Hospital. These two members may elect up to 16 board members, provided that the board of directors shall at all times be composed of an equal number of members appointed by each of Mercer University and Piedmont Hospital. Any changes in bylaws or articles of incorporation must be approved by the two members' boards.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.