Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 09-01-2011 and ending 08-31-2012
BCheck if applicable:
CName of organization
EMORY GROUP RETURN
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1440 CLIFTON RD NE WHSCAB
 
Room/suite
City or town, state or country, and ZIP + 4
ATLANTA, GA30322
D Employer identification number

90-0790361
E Telephone number

G Gross receipts $ 1,238,865,232
F Name and address of principal officer:
JOHN T FOX
1440 CLIFTON RD NE WHSCAB 420
ATLANTA,GA30322
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
N/A
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet5877
K Form of organization:
 
L Year of formation:  
M State of legal domicile: GA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: COORDINATED INTEGRATED HEALTH SYSTEM SEE SCHEDULE O.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 117
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 47
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 13,013
6 Total number of volunteers (estimate if necessary) .... 6 750
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 776,626 1,049,054
9 Program service revenue (Part VIII, line 2g) ......... 759,233,337 1,195,979,951
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,705,337 4,110,937
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 123,837,178 37,725,290
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 885,552,478 1,238,865,232
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 564,780,168 778,383,973
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 251,989,368 520,512,827
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 816,769,536 1,298,896,800
19 Revenue less expenses. Subtract line 18 from line 12....... 68,782,942 -60,031,568
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 293,858,297 571,325,413
21 Total liabilities (Part X, line 26)............. 213,689,274 458,242,581
22 Net assets or fund balances. Subtract line 21 from line 20..... 80,169,023 113,082,832
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: SEE SCHEDULE O.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 592,286,260 including grants of $   ) (Revenue $ 605,027,760 )
THE EMORY CLINIC, INC. SEE SCHEDULE O.
4b (Code:   ) (Expenses $ 442,861,322 including grants of $   ) (Revenue $ 410,002,815 )
EMORY/SAINT JOSEPH'S JOINT OPERATING COMPANY WHICH IS COMPRISED OF: EMORY/SAINT JOSEPH'S, INC. SAINT JOSEPH'S TRANSLATIONAL RESEARCH INSTITUTE, INC. SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC. SEE SCHEDULE O.
4c (Code:   ) (Expenses $ 81,247,972 including grants of $   ) (Revenue $ 82,368,441 )
EMORY MEDICAL CARE FOUNDATION, INC. SEE SCHEDULE O.
(Code:   ) (Expenses $ 76,473,557 including grants of $   ) (Revenue $ 79,660,365 )
EMORY HEALTHCARE, INC.
(Code:   ) (Expenses $ 58,755,812 including grants of $   ) (Revenue $ 56,625,860 )
WESLEY WOODS CENTER OF EMORY UNIVERSITY, INC.
(Code:   ) (Expenses $ 0 including grants of $   ) (Revenue $ 20,000 )
EMORY INNOVATIONS, INC.
4d Other program services (Describe in Schedule O.)
(Expenses $ 135,229,369 including grants of $   ) (Revenue $ 136,306,225 )
4e Total program service expensesMediumBullet$ 1,251,624,923
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
 
No
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H..... Click to see attachment
20a
Yes
 
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements. Click to see attachment
20b
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..
21
 
No
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III.....
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II......................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
871
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
13,013
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
117
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
47
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
GA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
JAMES T HATCHER
550 PEACHTREE STREET NE
ATLANTA,GA30308
(404) 686-7519
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) R WAYNE ALEXANDER MD
BOARD MEMBER(EMCF) FORMER(TEC)
 35.0 X           387,531 300,762 35,972
(2) J DAVID ALLEN
BOARD MEMBER (EHC,TEC)
 2.0 X           0 0 0
(3) ELLEN A BAILEY
BOARD MEMBER (EHC,TEC,WWC)
 3.0 X   X       0 0 0
(4) DANIEL L BARROW MD
BOARD MEMBER (EMCF)
 50.0 X           952,098 203,397 38,251
(5) DAVID E BOYD
BOARD MEMBER (WWC)
 1.0 X           0 0 0
(6) FRANK W BROWN MD
BOARD MEMBER (WWC)
 54.0 X   X       200,635 24,541 17,052
(7) DONALD I BRUNN
BOARD MEMBER(TEC)FORM OFF(EHC)
 61.0 X           568,569 0 119,566
(8) TIMOTHY BUCHMAN MD
BOARD MEMBER (EHC)
 55.0 X           554,108 1,551 30,939
(9) DAVID T BURKE MD
BOARD MEMBER (EMCF)
 36.0 X           254,009 179,501 41,165
(10) GRANT W CARLSON MD
BOARD MEMBER (TEC)
 45.0 X           415,582 153,805 35,746
(11) WILLIAM J CASARELLA MD
BOARD MEMBER/VICE PRES (EMCF)
 1.0 X   X       0 163,570 27,679
(12) WRIGHT CAUGHMAN MDSCH J-III
BOARD MEMBER (EHC,EMCF,TEC,EI)
 34.0 X   X       469,864 905,676 194,525
(13) WALTER J CURRAN MD
BOARD MEMBER(EMCF) FORMER(TEC)
 26.0 X           484,597 677,017 39,603
(14) J WILLIAM ELEY MD
BOARD MEMBER/SEC TREAS (EMCF)
 4.0 X   X       15,164 299,745 34,402
(15) WILLIAM F FLOYD
BOARD MEMBER (WWC)
 1.0 X           0 0 0
(16) JENELLE FOOTE
BOARD MEMBER (EHC)
 1.0 X           0 0 0
(17) JOHN T FOX SCH J-III
BD MEMBER(EHC,TEC,ESJ,SJTRI)
 43.0 X   X       1,076,960 1,686,867 635,707
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) RUSSELL R FRENCH
BOARD MEMBER (EHC,ESJ,SJTRI)
 6.0 X           0 0 0
(19) CHARLES B GINDEN
BD MEMBER (EHC,TEC,ESJ,SJTRI)
 4.0 X           0 0 0
(20) JOSEPH R GLADDEN
BOARD MEMBER (EHC)
 1.0 X           0 0 0
(21) JOHN T GLOVER
BOARD MEMBER (EHC)
 1.0 X           0 0 0
(22) ROBERT C GODDARD III
BOARD MEMBER (EHC,ESJ,SJTRI)
 3.0 X           0 0 0
(23) SUSAN GRANT
BD MEMBER(WWC) FORMER OFF(EHC)
 14.0 X           118,634 343,813 95,643
(24) KATHERINE HEILPERN MD
BOARD MEMBER (EMCF,TEC)
 37.0 X           281,223 200,550 30,490
(25) LAUREEN HILL MD
BOARD MEMBER (EMCF)
 46.0 X           245,233 72,575 8,903
(26) IRA HOROWITZ MD
BD MEMBER(EMCF),FORMER BD(TEC)
 52.0 X           440,588 75,361 39,822
(27) MICHAEL ME JOHNS MD
BOARD MEM(WWC) FORMER(EHC,TEC)
 1.0 X           0 539,289 37,345
(28) THEODORE JOHNSON MD
BOARD MEMBER (WWC)
 23.0 X           46,389 129,710 36,313
(29) FADLO RAJA KHURI MD
BOARD MEMBER (EMCF,TEC)
 26.0 X           267,000 358,742 121,709
(30) CHRISTIAN P LARSEN MD
BD MEM(EHC,EMCF)FORM OFF(EHC)
 18.0 X           214,883 558,802 36,191
(31) THOMAS J LAWLEY MD
BOARD MEMBER(EHC,EMCF,TEC)
 20.0 X   X       214,665 757,741 83,491
(32) ANGEL LEON MD
BOARD MEMBER/FORMER OFF (EHC)
 54.0 X           545,305 68,770 26,989
(33) ALLAN I LEVEY MD
BD MEM(EMCF) FORM OFF (EHC)
 19.0 X           164,118 363,578 41,826
(34) MICHAEL J MANDLSCH J-III
BOARD MEMBER(EHC,EI,ESJ,SJTRI)
 4.0 X           0 872,722 115,197
(35) DOUGLAS E MATTOX MD
BOARD MEMBER (EMCF)
 44.0 X           373,317 142,995 43,058
(36) CAROLYN MELTZER MD
BD MEMBER(EHC,EMCF)FOR OFF(EHC
 24.0 X           263,961 451,607 37,805
(37) BROOKE MOORE
BOARD MEMBER (TEC)
 60.0 X   X       201,804 0 25,673
(38) DOUG C MORRIS MD
BD MEMBER (EHC,TEC,ESJ,SJTRI)
 57.0 X   X       767,024 100,423 29,462
(39) TIMOTHY OLSEN MD
BOARD MEMBER (EMCF, TEC)
 26.0 X           291,896 421,505 35,117
(40) GEORGE D OVEREND
BOARD MEMBER (EHC,TEC)
 4.0 X           0 0 0
(41) TRISTRAM G PARSLOW MD
BD MEMBER(EMCF),FORMER BD(TEC)
 39.0 X           414,451 247,421 30,475
(42) J NEAL PURCELL
BOARD MEMBER (EHC,ESJ,SJTRI)
 3.0 X           0 0 0
(43) WENDELL S REILLY
BOARD MEMBER (WWC)
 1.0 X           0 0 0
(44) JOHN G RICE
BOARD MEMBER (EHC)
 1.0 X           0 0 0
(45) CHAD RITENOUR MD
BOARD MEMBER (EMCF)
 50.0 X           187,843 43,511 21,464
(46) JAMES ROBERSON MD
BD MEMBER(EMCF)/FOR BD MEM(TEC
 40.0 X           797,743 438,608 34,823
(47) BARBARA J STOLL MD
BD MEM (EMCF)/FORM OFF (EHC)
 1.0 X           44,944 221,801 38,243
(48) ROBERT A SWERLICK MD
BOARD MEMBER (EMCF)
 31.0 X           162,205 169,011 39,565
(49) GLENN D WARREN
BOARD MEMBER (WWC)
 1.0 X           0 0 0
(50) MICHAEL A WATSON
BOARD MEMBER (WWC)
 3.0 X           0 0 0
(51) SAM A WILLIAMS
BOARD MEMBER (EHC)
 1.0 X           0 0 0
(52) WILLIAM BARBOUR
BOARD MEMBER (SJHA)
 1.0 X           0 0 0
(53) GAYLEN KEMP BAXTER
BOARD MEMBER (SJHA)
 1.0 X   X       0 0 0
(54) SISTER MARGARET BEATTY
BOARD MEMBER (SJHA)
 1.0 X           0 0 0
(55) DONALD BROOKS
BOARD MEMBER (ESJ, SJTRI)
 2.0 X           0 0 0
(56) PHILIP COLETTI
BOARD MEMBER (ESJ, SJTRI,SJHA)
 3.0 X   X       0 0 0
(57) STEPHEN EATON
BOARD MEMBER (EHC,ESJ,SJTRI)
 3.0 X           0 0 0
(58) DAVID FITZGERALD
BOARD MEMBER (SJHA)
 1.0 X           0 0 0
(59) SISTER JANE GERETY
BOARD MEMBER (EHC,ESJ,SJTRI)
 3.0 X           0 0 0
(60) RICHARD HANSEN MD
BOARD MEMBER (ESJ,SJTRI)
 2.0 X           0 0 0
(61) JEFF LESESNE MD
BOARD MEMBER (EHC)
 61.0 X           257,348 0 31,029
(62) EARL LEWIS
BOARD MEMBER (EI)
 1.0 X           0 612,828 39,980
(63) BOBBY MAYS
BOARD MEMBER (WWC)
 1.0 X           0 0 0
(64) GERARD MCGORISK MD
BOARD MEMBER (TEC)
 61.0 X           446,703 0 31,824
(65) SISTER CATHERINE MCGROARTY
BOARD MEMBER (SJHA)
 1.0 X           0 0 0
(66) KENNETH MELBY MD
BOARD MEMBER (SJHA)
 1.0 X           0 0 0
(67) DOUGLAS MURPHY MD
BOARD MEMBER (SJHA)
 1.0 X           0 0 0
(68) MARK RAPAPORT MD
BOARD MEMBER (EMCF)
 37.0 X           275,378 186,652 23,087
(69) SCOTT SCHMIDLY
CEO-SJHA
 60.0 X   X       0 0 0
(70) BRUCE SIMMONS
BOARD MEMBER (SJHA)
 1.0 X           0 0 0
(71) SISTER JOGUES SMITH
BOARD MEMBER (SJHA)
 1.0 X           0 0 0
(72) ROSALIA THOMAS
BOARD MEMBER (SJHA)
 1.0 X           0 0 0
(73) MARC UNTERMAN
BOARD MEMBER (SJHA)
 1.0 X           0 0 0
(74) HOWARD WATTS
BOARD MEMBER (SJHA)
 1.0 X           0 0 0
(75) JERRY WILKINSON
BOARD MEMBER (SJHA)
 1.0 X           0 0 0
(76) ROBERT WINDBORNE
BOARD MEMBER (ESJ,SJHA,SJTRI)
 3.0 X           0 0 0
(77) LISA D'AGOSTINO
SECRETARY(TEC)
 5.0     X       0 152,879 21,219
(78) JAMES T HATCHER
TREAS(ESJ),FORMER OFFICER(EHC)
 13.0     X       251,362 233,440 101,140
(79) LYNN JOHNSON
SEC/TREASURER (WWC)
 1.0     X       78,685 115,572 46,058
(80) JANE JORDAN CASAVANT
SECRETARY (EHC,ESJ)
 30.0     X       19,534 299,833 38,339
(81) KEVIN BRENAN
TREASURER (SJTRI, SJHA)
 60.0     X       0 0 0
(82) PAUL JUSTICE
SECRETARY (SJTRI,SJHA)
 30.0     X       0 0 0
(83) CRAIG MCCOY
CEO-EJC
 60.0     X       250,542 0 31,944
(84) MELINDA SIMON
SECRETARY (EI)
 1.0     X       0 168,572 15,929
(85) JACK TILLMAN
EXEC DIR(EI), INT PRES (SJTRI)
 60.0     X       0 0 0
(86) ROBERT W BRUCE JR MD
PHYSICIAN
 55.0         X   1,025,487 102,008 35,947
(87) JOHN M RHEE MD
PHYSICIAN
 60.0         X   1,613,189 0 31,266
(88) JOHN XEROGEANES MD
PHYSICIAN
 60.0         X   1,361,628 0 32,275
(89) SHERVIN OSKOUEI MD
PHYSICIAN
 60.0         X   1,369,613 0 31,683
(90) SANGWOOK TIM YOON MD
PHYSICIAN
 60.0         X   1,065,509 0 33,309
(91) CLAUDIA R ADKISON
FORMER BOARD MEMBER (EMCF)
 0.0           X 0 312,300 19,666
(92) SARA L BERGA MD
FORMER BOARD MEMBER(EHC,EMCF)
 30.0           X 28,568 386,539 27,863
(93) ALBERT K BLACKWELDER
FORMER BOARD MEMBER (WWC)
 60.0           X 347,512 0 49,659
(94) LAWRENCE W DAVIS MD
FORMER BOARD MEMBER (EMCF)
 50.0           X 201,564 22,581 19,361
(95) LUCKY JAIN MD
FORMER BD MEMBER/OFFICER (EHC)
 0.0           X 0 299,971 32,299
(96) STEVEN LEVY MD
FORMER BOARD MEMBER (EMCF)
 10.0           X 77,817 366,760 36,067
(97) BRIAN LEYLAND-JONESMD
FORMER BOARD MEMBER (EMCF)
 2.0           X 1,989 450,534 29,159
(98) LAWRENCE J LUTZ MD
FORMER BOARD MEMBER (EMCF)
 30.0           X 145,673 120,362 36,459
(99) FRAY F MARSHALL MD
FORMER BOARD MEMBER (EMCF)
 0.0           X 12,522 0 22
(100) FRED SANFILIPPO MD
FOR BD MEM (EHC,EMCF,TEC,WWC)
 24.0           X 300,869 454,869 79,825
(101) WILLIAM C WOOD MD
FORMER BOARD MEMBER (EMCF,TEC)
 39.0           X 164,400 88,816 30,003
(102) JAMES ZAIDAN MD
FORMER BOARD MEMBER (EMCF)
 44.0           X 476,430 169,805 31,410
(103) WILLIAM BORNSTEIN MD
FORMER OFFICER (EHC)
 16.0           X 133,899 358,285 119,468
(104) DALLIS HOWARD CROW
FORMER OFFICER (EHC)
 60.0           X 437,356 0 94,525
(105) RONNIE L JOWERS
FORMER OFFICER (EHC)
 29.0           X 304,941 323,229 67,502
(106) GARY TEAL
FORMER OFFICER (EHC)
 0.0           X 0 365,267 41,176
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 22,070,861 16,766,069 3,519,704
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet922
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
EDC OPERATING LLC
PO BOX 7710
TIFTON,GA31793 		HEALTHCARE PROF SVC 7,844,773
STRUCTOR GROUP
120 INTERSTATE NORTH PARKWAY SOUTHE
ATLANTA,GA30339 		CONSTRUCTION 3,843,797
INCREMEDICAL LLC
8259 WICKER AVE
ST JOHN,IN46373 		HEALTHCARE PROF SVC 2,827,317
SUNDANCE REHABILITATION
300 NORTH WASHINGTON STREET
ALEXANDRIA,VA22314 		HEALTHCARE PROF SVC 2,096,552
GLOBAL IT RESOURCES INC
918 S HORTON ST SUITE 718
SEATTLE,WA98134 		HEALTHCARE PROF SVC 1,372,155
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet77
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		1,049,054
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 1,049,054
Program Service Revenue Business Code
2a NET PHYSICIAN SERVICES REVENUE 900,099 82,364,287 82,364,287    
b NET PATIENT SERVICE REVENUE 900,099 1,105,020,195 1,105,020,195    
c OTHER OPERATING REVENUE 900,099 7,771,525 7,771,525    
d MEDICAL DIRECTOR REVENUE-NON EMORY 900,099 823,944 823,944    
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 1,195,979,951
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 4,110,937     4,110,937
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet 0      
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a INTERCOMPANY TRANSACTIONS 900,099 31,940,370 31,940,370    
b CAFETERIA REVENUE 900,099 2,380,158 2,380,158    
c OTHER 900,099 3,404,762 3,404,762    
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 37,725,290
12 Total revenue. See Instructions....MediumBullet 1,238,865,232 1,233,705,241 0 4,110,937
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 0  
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 11,999,747 11,688,764 310,983 0
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 5,174,663 5,040,557 134,106  
7 Other salaries and wages 639,655,063 623,077,890 16,577,173 0
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 0      
9 Other employee benefits ....... 121,554,500 120,077,670 1,476,830 0
10 Payroll taxes ........... 0      
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 1,966,699 1,612,003 354,696 0
c Accounting ........... 789,939 92,584 697,355 0
d Lobbying ........... 0      
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 0      
g Other .......... 20,013,681 9,090,301 10,923,380 0
12 Advertising and promotion .... 0      
13 Office expenses ....... 0      
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 87,040,182 83,188,108 3,852,074 0
17 Travel ............ 0      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 0      
20 Interest ........... 9,330,671 9,202,358 128,313 0
21 Payments to affiliates ....... 96,817,375 96,702,639 114,736 0
22 Depreciation, depletion, and amortization ..... 43,341,639 40,640,482 2,701,157 0
23 Insurance .............. -6,549,893 -7,043,595 493,702 0
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a BAD DEBT EXPENSE 78,274,646 78,274,646 0 0
b PURCHASED SERVICES 65,409,818 61,211,376 4,198,442 0
c SUPPLIES 140,487,737 140,613,259 -125,522 0
d REIMBURSEMENTS -61,461,037 -68,698,581 7,237,544 0
e
f All other expenses 45,051,370 46,854,462 -1,803,092  
25 Total functional expenses. Add lines 1 through 24f 1,298,896,800 1,251,624,923 47,271,877 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... -127,271,537 1 -100,583,904
2 Savings and temporary cash investments ....... 55,393,348 2 57,690,065
3 Pledges and grants receivable, net ......... 0 3 0
4 Accounts receivable, net ......... 77,693,019 4 127,785,206
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L .......... 0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 4,989,217 8 4,526,214
9 Prepaid expenses and deferred charges ............ 14,492,523 9 9,810,369
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 964,631,137
b Less: accumulated depreciation. ..... 10b 563,636,965 223,772,945 10c 400,994,172
11 Investments—publicly traded securities .......... 21,736,233 11 19,099,180
12 Investments—other securities. See Part IV, line 11 ...... 0 12 0
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 23,052,549 15 52,004,111
16 Total assets. Add lines 1 through 15 (must equal line 34)... 293,858,297 16 571,325,413
Liabilities 17 Accounts payable and accrued expenses . 62,554,437 17 98,690,477
18 Grants payable .......... 0 18 0
19 Deferred revenue .......... 149,366 19 342,777
20 Tax-exempt bond liabilities .......... 0 20 6,958,016
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 150,985,471 25 352,251,311
26 Total liabilities. Add lines 17 through 25..... 213,689,274 26 458,242,581
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 79,270,784 27 106,991,202
28 Temporarily restricted net assets ..... 492,978 28 5,916,630
29 Permanently restricted net assets ..... 405,261 29 175,000
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 80,169,023 33 113,082,832
34 Total liabilities and net assets/fund balances ..... 293,858,297 34 571,325,413
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
1,238,865,232
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
1,298,896,800
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
-60,031,568
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
80,169,023
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
92,945,377
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
113,082,832
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2011)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

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.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
EMORY GROUP RETURN
 
Employer identification number

90-0790361
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
f
g
(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
(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) EMORY UNIVERSITY
  		580566256 02 Yes   Yes   Yes   23,202,536
(2) EMORY-CHILDREN'S CENTER INC
  		582298500 09 Yes   Yes   Yes   10,037,509
Total                 33,240,045

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .     0     0
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.     0     0
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.   0 0 0 0 0
c Add lines 7a and 7b..   0 0 0 0 0
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
9 Amounts from line 6...     0     0
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
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
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
THE LIST BELOW SHOWS ALL THE ENTITIES INCLUDED IN THIS GROUP RETURN ALONG WITH THE CORRESPONDING BOX NUMBER THAT RELATES TO ITS REASON FOR PUBLIC CHARITY STATUS: EMORY HEALTHCARE, INC. - BOX 11 THE EMORY CLINIC, INC. - BOX 9 WESLEY WOODS CENTER OF EMORY UNIVERSITY, INC. - BOX 3 EMORY MEDICAL CARE FOUNDATION, INC. - BOX 9 EMORY INNOVATIONS, INC. - BOX 11 EMORY/SAINT JOSEPH'S, INC. - BOX 4 SAINT JOSEPH'S TRANSLATIONAL RESEARCH INSTITUTE, INC. - BOX 4 SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC. - BOX 3
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2011
Name of organization
EMORY GROUP RETURN
 
Employer identification number

90-0790361
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
EMORY GROUP RETURN
  		Employer identification number

90-0790361
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
EMORY GROUP RETURN
  		Employer identification number

90-0790361
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
EMORY GROUP RETURN
  		Employer identification number

90-0790361
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
Use duplicate copies of Part III if additional space is needed
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
EMORY GROUP RETURN
 
Employer identification number

90-0790361
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance ....        
b Contributions ........        
c Net investment earnings, gains, and losses ...        
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........ 		       
f Administrative expenses ....        
g End of year balance ......        
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   25,081,356 25,081,356
b Buildings ................   365,514,830 172,487,855 193,026,975
c Leasehold improvements ............   60,727,873 25,943,615 34,784,258
d Equipment ................   501,537,302 357,295,925 144,241,377
e Other .................   11,769,776 7,909,570 3,860,206
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 400,994,172
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DUE FROM RELATED PARTIES 6,689,649
(2) ASSETS LIMITED AS TO USE 3,448,633
(3) OTHER 37,622,374
(4) GOODWILL 4,243,455





Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 52,004,111
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes 0
DUE TO EMORY UNIVERSITY - DEBT 239,077,460
GENERAL&PROFESSIONAL LIABILITY COST 13,264,278
DIST. PAYABLE TO DEPARTMENTS 10,085,976
OTHER 6,089,355
THIRD PARTY SETTLEMENTS 9,322,979
NOTES AND MORTGAGES PAYABLE 78,969
DIST. PAYABLE TO OTHERS 1,423,718
DUE TO INTERCOMPANY 17,097,401
ACCRUED PENSION LIABILITY 55,811,175
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 352,251,311
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8  
9 Total adjustments (net). Add lines 4 through 8 ......................... 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
FIN 48 (ASC740) FOOTNOTE PART X, LINE 2 ALL ENTITIES INCLUDED IN THIS GROUP RETURN (EHC, TEC, WWC, EMCF, EI, ESJ, SJTRI, SJHA) ARE INCLUDED IN THE AUDITED FINANCIALS OF EMORY UNIVERSITY. A COPY OF EMORY UNIVERSITY'S AUGUST 31, 2012 AUDITED FINANCIALS IS ATTACHED TO THIS RETURN. THE GROUP DID NOT HAVE A SEPARATE INDEPENDENT AUDIT. INCOME TAXES FOOTNOTE IN THE ATTACHED AUDITED FINANCIAL STATEMENTS IS AS FOLLOWS: " THE UNIVERSITY IS RECOGNIZED AS A TAX-EXEMPT ORGANIZATION AS DEFINED IN SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE (THE CODE) AND IS GENERALLY EXEMPT FROM THE FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS MADE IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNRELATED BUSINESS INCOME OF THE UNIVERSITY IS REPORTED ON FORM 990-T. AS OF AUGUST 31, 2012 AND 2011, THERE WERE NO MATERIAL UNCERTAIN TAX POSITIONS."
Schedule D (Form 990) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE H (Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
EMORY GROUP RETURN
 
Employer identification number

90-0790361
Part I
Charity Care and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a....
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG to determine eligibility for providing discounted care? If "Yes," indicate which of the
following was the family income limit for eligibility for discounted care: ............
3b
Yes
 
c
If the organization did not use FPG to determine eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount?......
5b
 
No
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care?...............
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year?...........
6a
Yes
 
b
If "Yes," did the organization make it available to the public? ...............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance
and Means-Tested Government Programs		 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) .. 		    2,764,507 0 2,764,507 0.500 %
b Medicaid (from Worksheet 3, column a) .....     15,126,349 8,164,645 6,961,704 1.250 %
c Costs of other means-tested government programs (from Worksheet 3, column b) .            
dTotal Financial Assistance and
Means-Tested Government Programs ..... 		    17,890,856 8,164,645 9,726,211 1.750 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) .... 		    212,911 780 212,131 0.040 %
f Health professions education
(from Worksheet 5) .. 		    615,029 0 615,029 0.110 %
g Subsidized health services
(from Worksheet 6) .. 		    22,148,909 7,822,830 14,326,079 2.580 %
h Research (from Worksheet 7)            
i Cash and in-kind contributions for community benefit (from Worksheet 8) ....     240,234 0 240,234 0.040 %
jTotal Other Benefits ...     23,217,083 7,823,610 15,393,473 2.770 %
kTotal. Add lines 7d and 7j. ..     41,107,939 15,988,255 25,119,684 4.520 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total            
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense........
2
78,274,646
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy .....
3
1,565,000
4
Provide in Part VI the text of the footnote to the organization's financial statements that describes bad debt expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including a portion of bad debt amounts as community benefit.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
80,793,228
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
101,616,634
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
-20,823,406
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures
(see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership% 		(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest)
How many hospital facilities did the organization operate during the tax year?3
Name and address 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 SAINT JOSEPH'S HOSPITAL OF ATLANTA
5673 PEACHTREE DUNWOODY ROAD
ATLANTA,GA303421701 		X X       X X    
2 EMORY JOHNS CREEK HOSPITAL
6325 HOSPITAL PARKWAY
JOHNS CREEK,GA30097 		X X   X   X X    
3 WESLEY WOODS GERIATRIC HOSPITAL
1821 CLIFTON ROAD
ATLANTA,GA30322 		X X   X   X      
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
SAINT JOSEPH'S HOSPITAL OF ATLANTA
Name of Hospital Facility:  
Line Number of Hospital Facility (from Schedule H, Part V, Section A):1

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2011)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet the community health needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Participation in the development of a community-wide community benefit plan
d Participation in the execution of a community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the Needs Assessment
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs. .... 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11   No
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
EMORY JOHNS CREEK HOSPITAL
Name of Hospital Facility:  
Line Number of Hospital Facility (from Schedule H, Part V, Section A):2

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2011)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet the community health needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Participation in the development of a community-wide community benefit plan
d Participation in the execution of a community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the Needs Assessment
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs. .... 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11   No
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
WESLEY WOODS GERIATRIC HOSPITAL
Name of Hospital Facility:  
Line Number of Hospital Facility (from Schedule H, Part V, Section A):3

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2011)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet the community health needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Participation in the development of a community-wide community benefit plan
d Participation in the execution of a community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the Needs Assessment
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs. .... 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11   No
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Section C. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?86
Name and address Type of Facility (describe)
1 Emory at Gwinnett Family Physicians
345 Peachtree Industrial Blvd Suit
Suwannee,GA30024 		CLINIC CENTER
2 Emory at Johns Creek OBGYN
6325 Hospital Parkway Suite 203
Johns Creek,GA30097 		CLINIC CENTER
3 Emory at Milton Internal Medicine
12970 Highway 9N
Milton,GA30004 		CLINIC CENTER
4 Emory at Norcross Family Medicine
4940 Peachtree Industrial Blvd St
Norcross,GA30071 		CLINIC CENTER
5 Emory at Smyrna
3903 South Cobb Drive Suite 120
Smyrna,GA30080 		CLINIC CENTER
6 Emory Autism Center (Psych)
1551 Shoup Court
Decatur,GA30033 		CLINIC CENTER
7 Emory Children's Center
2015 Uppergate Drive
Atlanta,GA30322 		CLINIC CENTER
8 Emory Clark Holder Clinic
303 Smith St
LaGrange,GA30240 		CLINIC CENTER
9 Emory Dialysis at Candler
2726 Candler Road
Decatur,GA30034 		CLINIC CENTER
10 Emory Dialysis at Greenbriar
2841 Greenbriar Parkway SW
Atlanta,GA30331 		CLINIC CENTER
11 Emory Dialysis at Northside
610 Northside Drive NW
Atlanta,GA30318 		CLINIC CENTER
12 Emory Eagles Landing
830 Eagles Landing
Stockbridge,GA30281 		CLINIC CENTER
13 Emory Facial Center
5730 Glenridge Dr Suite 230
Atlanta,GA30328 		CLINIC CENTER
14 Emory Family Medicine
4500 N Shallowford Road
Dunwoody,GA30338 		CLINIC CENTER
15 Emory GA Heart Care
1200 Bald Ridge Marina Rd
Cumming,GA30041 		CLINIC CENTER
16 Emory Genetics
2165 N Decatur Rd
Decatur,GA30333 		CLINIC CENTER
17 Emory Heart & Vascular Center at Columbu
2122 Manchester Expressway
Columbus,GA31904 		CLINIC CENTER
18 Emory Heart & Vascular Center at Eastsid
1800 Tree Lane
Snellville,GA30078 		CLINIC CENTER
19 Emory Heart & Vascular Center at Habersh
207 Adams Drive
Demorest,GA30535 		CLINIC CENTER
20 Emory Heart & Vascular Center at Hartwel
125 W Gibson Street
Hartwell,GA30643 		CLINIC CENTER
21 Emory Heart & Vascular Center at Murphy
4188 East US 64
Murphy,NC28906 		CLINIC CENTER
22 Emory Heart & Vascular Center at Rockdal
1400 Wellbrook Cricle
Conyers,GA30012 		CLINIC CENTER
23 Emory Heart & Vascular Center at Royston
930 Franklin Springs Road
Royston,GA30662 		CLINIC CENTER
24 Emory Heart & Vascular Center at Toccoa
15 Rock Quarry Road
Toccoa,GA30577 		CLINIC CENTER
25 Emory Heart & Vascular Center at Toccoa
800 East Doyle Street
Toccoa,GA30577 		CLINIC CENTER
26 Emory Heart & Vascular Center Cartersvil
970 Joe Frank Harris Parkway
Cartersville,GA30120 		CLINIC CENTER
27 Emory Heart & Vascular Center Gwinnett
1608 Tree Lane Suite 101
Snellville,GA30078 		CLINIC CENTER
28 Emory Heart & Vascular Center Hiawassee
110 Main Street
Hiawassee,GA30546 		CLINIC CENTER
29 Emory Heart & Vascular Hillandale
5461 Hillandale Drive Suite 100
Lithonia,GA30058 		CLINIC CENTER
30 Emory Heart & Vascular Middle Georgia
2301 Bellevue Road
Dublin,GA31021 		CLINIC CENTER
31 Emory Heart & Vascular Smyrna
3903 South Cobb Drive Suite 110
Smyrna,GA30080 		CLINIC CENTER
32 Emory Heart & Vascular Villa Rica
705 Dallas Highway Suite 201
Villa Rica,GA30180 		CLINIC CENTER
33 Emory Internal Medicine of Newton
4181 Hospital Drive Suite 401
Covington,GA30014 		CLINIC CENTER
34 Emory Newton Medical Assoc
5278 Adams St
Covington,GA30014 		CLINIC CENTER
35 Emory Newton Medical Assoc
6175 Newton Dr
Covington,GA30014 		CLINIC CENTER
36 Emory Orthopaedics and Spine Center
59 Executive Park South
Atlanta,GA30329 		CLINIC CENTER
37 Emory Southern Orthopaedics
1805 Vernon Rd B
LaGrange,GA30240 		CLINIC CENTER
38 Emory University Orthopaedics and Spine
1455 Montreal Rd
Tucker,GA30084 		CLINIC CENTER
39 Emory West (Psych)
1256 Briarcliff Road
Atlanta,GA30306 		CLINIC CENTER
40 Emory Winship Cancer Institute
1365 Clifton Rd Building C
Atlanta,GA30322 		CLINIC CENTER
41 EUHM MOT
550 Peachtree St NE
Atlanta,GA30308 		CLINIC CENTER
42 Eye Surgery Ctr of GA
1100 Johnson Ferry Rd NE Suite 130
Atlanta,GA30342 		CLINIC CENTER
43 Family Practice Associates of Atlanta
1776 Old Spring House Lane Suite 2
Atlanta,GA30338 		CLINIC CENTER
44 Heart & Vascular Ctr
771 Old Norcross Road Suite 105
Lawrenceville,GA30046 		CLINIC CENTER
45 Heart & Vascular Ctr at Johns Creek
6335 Hospital Parkway Suite 110
Johns Creek,GA30097 		CLINIC CENTER
46 Heart Center at Athens
1199 Prince Ave
Athens,GA30606 		CLINIC CENTER
47 Heart Clinic
1700 Hospital South Dr
Austell,GA30106 		CLINIC CENTER
48 Heart Clinic
6095 Professional Pkwy
Douglasville,GA30134 		CLINIC CENTER
49 Liver Clinic Candler Medical Center
5353 Reynolds St
Savannah,GA31405 		CLINIC CENTER
50 McIntosh Trail
290 Country Club Drive Suite 200
Stockbridge,GA30281 		CLINIC CENTER
51 McIntosh Trail
747 S Hill Street
Griffin,GA30224 		CLINIC CENTER
52 Newton Medical
5728 Adams Street
Covington,GA30014 		CLINIC CENTER
53 Ortho Physical Therapy
1459 Montreal Road Suite 304
Tucker,GA30084 		CLINIC CENTER
54 Papp Clinic
15 Cavender St
Newnan,GA30263 		CLINIC CENTER
55 SJMG CardIMGYN
1000 Cowles Clinic Way
Greensboro,GA30642 		CLINIC CENTER
56 SJMG Cardiology
137 Johnson Ferry Road Suite 1200
Marietta,GA30068 		CLINIC CENTER
57 SJMG Cardiology
5669 Peachtree Dunwoody Rd NE Suit
Atlanta,GA30342 		CLINIC CENTER
58 SJMG CT Surgery
5665 Peachtree Dunwoody Rd NE Suit
Atlanta,GA30342 		CLINIC CENTER
59 SJMG GYN
5669 Peachtree Dunwoody Rd NE Suit
Atlanta,GA30342 		CLINIC CENTER
60 SJMG PCP
1100 Johnson Ferry Rd NE Ste 460 Bl
Atlanta,GA30342 		CLINIC CENTER
61 SJMG PCP
4855 River Green Parkway
Duluth,GA30096 		CLINIC CENTER
62 SJMG PCP
5669 Peachtree Dunwoody Rd NE Suit
Atlanta,GA30342 		CLINIC CENTER
63 SJMG PCP
634 Peachtree Parkway Suite 201
Cumming,GA30041 		CLINIC CENTER
64 SJMG PCP
137 Johnson Ferry Rd
Marietta,GA30068 		CLINIC CENTER
65 SJMG Vascular
101 Riverston Vista Suite 101
Blue Ridge,GA30513 		CLINIC CENTER
66 SJMG Vascular
1100 Northside Forsyth Dr Suite 3
Cumming,GA30041 		CLINIC CENTER
67 SJMG Vascular
1400 Hembree Road
Roswell,GA30076 		CLINIC CENTER
68 SJMG Vascular
5669 Peachtree Dunwoody Rd NE Suit
Atlanta,GA30342 		CLINIC CENTER
69 SJMG Vascular
79 Southside Church Street
Ellijay,GA30540 		CLINIC CENTER
70 Southern Surgery Center
1805 Vernon Rd C
LaGrange,GA30240 		CLINIC CENTER
71 Spine Physical Therapy
57 Executive Park South Suite 190
Atlanta,GA30329 		CLINIC CENTER
72 Spine Physical Therapy
600 Asbury Ct WoodPEC
Atlanta,GA30322 		CLINIC CENTER
73 TEC at 1525
1525 Clifton Rd
Atlanta,GA30322 		CLINIC CENTER
74 TEC at Marietta
61 Whitcher Street Suite 4100
Marietta,GA30060 		CLINIC CENTER
75 TEC Decatur
2801 N Decatur Road Suite 295
Decatur,GA30033 		CLINIC CENTER
76 TEC Flat Shoals
4153 Flat Shoals Parkway
Decatur,GA30034 		CLINIC CENTER
77 TEC Perimeter
875 Johnson Ferry Road
Atlanta,GA30342 		CLINIC CENTER
78 TEC Sugarloaf
1845 Satellite Boulevard Suite 500
Duluth,GA30097 		CLINIC CENTER
79 The Doctor's Office
259 Jonesboro Rd
McDonough,GA30253 		CLINIC CENTER
80 The Doctor's Office
3000 Shakerag Hill
Peachtree City,GA30269 		CLINIC CENTER
81 The Doctor's Office
3345 Highway 34 Suite 101
Sharpsburg,GA30277 		CLINIC CENTER
82 The Doctor's Office
3579 SE Highway 138 Suite 201
Stockbridge,GA30281 		CLINIC CENTER
83 The Doctor's Office
921 Eagles Landing Parkway
Stockbridge,GA30281 		CLINIC CENTER
84 Tufts House (Psych)
2004 Ridgewood Drive
Atlanta,GA30322 		CLINIC CENTER
85 Wesley Woods Health Center (Psych)
1841 Clifton Rd
Atlanta,GA30329 		CLINIC CENTER
86 West Point Family Practice
1610 E 10th St
West Point,GA31833 		CLINIC CENTER
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; and Part V, Section B, lines 1j, 3, 4, 5c, 6i, 7, 9, 10, 11h, 13g, 15e, 16e, 17e, 18d, 19d, 20, and 21.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any needs assessments reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Identifier ReturnReference Explanation
FPG ELIGIBILITY PART I, LINE 3C NOT APPLICABLE
COMMUNITY BENEFIT REPORT PART I, LINE 6A EMORY UNIVERSITY/WOODRUFF HEALTH SCIENCES CENTER COMMUNITY BENEFIT REPORT CAN BE FOUND ON THE WEB AT: HTTP://WHSC.EMORY.EDU/HOME/PUBLICATIONS/HEALTH-SCIENCES/COMMUNITY-BENEFITS -2012/INDEX.HTML
PERCENT OF TOTAL EXPENSE PART I, LINE 7, COLUMN F IN THE "PERCENT OF TOTAL EXPENSE" CALCULATION CONTAINED IN COLUMN F OF PART I, LINE 7, THE DENOMINATOR (TOTAL FUNCTIONAL EXPENSES REPORTED ON PART IX, LINE 25A) WAS REDUCED BY $16,876,789, THE TOTAL PROVISION FOR BAD DEBTS INCLUDED IN THAT NUMBER.
FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST PART I, LINE 7 EMORY UNIVERSITY INCLUDES ONE OF THE NATION'S LEADING ACADEMIC COMPLEXES FOR TEACHING, RESEARCH, AND PATIENT CARE - THE ROBERT W. WOODRUFF HEALTH SCIENCES CENTER (WHSC). THE WHSC INCLUDES EMORY UNIVERSITY SCHOOL OF MEDICINE, NELL HODGSON WOODRUFF SCHOOL OF NURSING, ROLLINS SCHOOL OF PUBLIC HEALTH, WINSHIP CANCER INSTITUTE, YERKES NATIONAL PRIMATE RESEARCH CENTER, AND EMORY HEALTHCARE, WHICH IS THE WHSC'S SYSTEM OF HEALTH CARE OPERATIONS. EMORY HEALTHCARE INCLUDES PHYSICIAN GROUPS FOR PEDIATRIC AND ADULT PATIENTS AS WELL AS THE FOLLOWING HOSPITALS: (1) TWO GENERAL AND ACUTE CARE HOSPITALS, EMORY UNIVERSITY HOSPITAL AND EMORY UNIVERSITY HOSPITAL MIDTOWN; (2) A GERIATRIC AND LONG-TERM CARE HOSPITAL, WESLEY WOODS GERIATRIC HOSPITAL AND WESLEY WOODS LONG-TERM CARE HOSPITAL; AND (3) TWO JOINT VENTURES, EMORY-ADVENTIST HOSPITAL AND EMORY-SAINT JOSEPH'S, INC. WHICH INCLUDES EMORY JOHNS CREEK HOSPITAL, SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC., AND SAINT JOSEPH'S TRANSLATIONAL RESEARCH INSTITUTE, INC. ALTHOUGH PART OF THE EMORY HEALTHCARE SYSTEM, THE VARIOUS HOSPITALS ARE OPERATING DIVISIONS OF DIFFERENT EMORY ENTITIES. EMORY UNIVERSITY HOSPITAL AND EMORY UNIVERSITY HOSPITAL MIDTOWN ARE OPERATING DIVISIONS OF EMORY UNIVERSITY. WESLEY WOODS GERIATRIC HOSPITAL IS AN OPERATING DIVISION OF WESLEY WOODS CENTER OF EMORY UNIVERSITY, INC. WESLEY WOODS LONG TERM HOSPITAL, INC. IS SEPARATELY INCORPORTATED. EMORY ADVENTIST, INC. IS SEPARATELY INCORPORATED. EMORY JOHNS CREEK HOSPITAL AND SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC. ARE PART OF A JOINT VENTURE WITH SAINT JOSEPH'S HEALTH SYSTEM INC. IN ADDITION, EMORY HAS CLOSE WORKING RELATIONSHIPS WITH OTHER HOSPITALS, INCLUDING GRADY MEMORIAL HOSPITAL ("GRADY"), CHILDREN'S HEALTHCARE OF ATLANTA , INC. AND THE ATLANTA VETERANS AFFAIRS MEDICAL CENTER ("ATLANTA VA"). EMORY UNIVERSITY SCHOOL OF MEDICINE IS A MAJOR SUPPLIER OF THE PHYSICIANS (BOTH MEDICAL FACULTY AND PHYSICIAN RESIDENTS IN TRAINING) AT GRADY, PROVIDING 85% OF PHYSICIAN CARE AT THIS FACILITY, WHICH IS ONE OF THE LARGEST PUBLIC HOSPITALS IN THE SOUTHEAST. EMORY UNIVERSITY HOSPITAL, EMORY UNIVERSITY HOSPITAL MIDTOWN, WESLEY WOODS GERIATRIC HOSPITAL AND WESLEY WOODS LONG TERM CARE HOSPITAL, AS WELL AS GRADY, THE ATLANTA VA, AND CHILDREN'S HEALTHCARE OF ATLANTA, INC. SERVE AS TEACHING FACILITIES FOR THE EMORY UNIVERSITY SCHOOL OF MEDICINE (PROVIDING VENUES FOR RESIDENCY TRAINING) AND EMORY'S NELL HODGSON WOODRUFF SCHOOL OF NURSING (PROVIDING DEDICATED EDUCATION UNITS FOR NURSING STUDENTS). EMORY UNIVERSITY HOSPITAL AND EMORY UNIVERSITY HOSPITAL MIDTOWN ALSO ARE ACTIVE SITES WITHIN THE CLINICAL INTERACTION NETWORK OF THE NIH-SPONSORED ATLANTA CLINICAL & TRANSLATIONAL SCIENCE INSTITUTE (ACTSI), WHICH SEEKS TO MAKE CLINICAL TRIALS FOR NEW TREATMENTS MORE EFFICIENT AND MORE AVAILABLE THROUGHOUT THE COMMUNITY. EMORY IS THE LEAD PARTNER IN ACTSI, WHICH ALSO INVOLVES MOREHOUSE SCHOOL OF MEDICINE AND THE GEORGIA INSTITUTE OF TECHNOLOGY. THROUGH THE EMORY MEDICAL CARE FOUNDATION, INC. (EMCF), WHICH IS CONTROLLED BY EMORY UNIVERSITY, EMORY PHYSICIANS PROVIDED $23.4 MILLION IN UNCOMPENSATED PATIENT CARE TO GRADY IN FY 2012. IN ADDITION, EMCF INVESTS ANY REIMBURSEMENTS THAT EMORY FACULTY DO RECEIVE FOR SERVICES RENDERED AT GRADY TO UPGRADE EQUIPMENT AND SUPPORT VITAL SERVICES PROVIDED BY EMORY PHYSICIANS WORKING AT GRADY. EMCF INVESTED $38 MILLION FOR THIS PURPOSE IN FY 2012. EMORY ALSO PROVIDES 66% OF PHYSICIAN CARE AT CHILDREN'S AT HUGHES SPALDING, A PEDIATRIC HOSPITAL ON GRADY'S CAMPUS OPERATED BY CHILDREN'S HEALTHCARE OF ATLANTA, INC. THE TOTAL CHARITY CARE AND COMMUNITY BENEFIT ATTRIBUTED TO THE ORGANIZATION IS LOCATED ON PART I, LINE 7 OF SCHEDULE H. FOR A MORE COMPREHENSIVE OVERVIEW OF THE TOTAL CHARITY CARE AND COMMUNITY BENEFIT PROVIDED BY EMORY HEALTHCARE, PLEASE VIEW THE EMORY UNIVERSITY/WOODRUFF HEALTH SCIENCES CENTER COMMUNITY BENEFIT REPORT AT: HTTP://WHSC.EMORY.EDU/HOME/PUBLICATIONS/HEALTH-SCIENCES/COMMUNITY-BENEFITS -2012/INDEX.HTML FOR MORE SPECIFICS AND A BREAKDOWN OF CHARITY CARE BY INDIVIDUAL FACILITY SEE: HTTP://WHSC.EMORY.EDU/HOME/PUBLICATIONS/HEALTH-SCIENCES/COMMUNITY-BENEFITS -2012/CHARITY/INDEX.HTML FOR A CHART AGGREGATING A VARIETY OF COMMUNITY BENEFITS IN DOLLAR FIGURES SEE: HTTP://WHSC.EMORY.EDU/HOME/PUBLICATIONS/HEALTH-SCIENCES/COMMUNITY-BENEFITS -2012/ECONOMIC-IMPACT.HTML IN COMPARISON WITH OTHER HOSPITALS IN METRO ATLANTA AND THE SURROUNDING COMMUNITY, EMORY HEALTHCARE HOSPITALS ARE REFERRED A DISPROPORTIONATE NUMBER OF PATIENTS WITH EXTREMELY COMPLEX AND CHALLENGING CONDITIONS. OTHER AREA HOSPITALS ROUTINELY REFER PATIENTS TO EMORY FOR WHOM THEY HAVE NO OTHER TREATMENT RECOURSE. THESE SICKEST-OF-THE-SICK PATIENTS ARE NOT ONLY THE MOST CLINICALLY CHALLENGING BUT ALSO THE MOST COSTLY PATIENTS TO TREAT. AT EMORY, SUCH PATIENTS FIND CLINICIANS DETERMINED TO PROVIDE THE BEST, MOST COMPASSIONATE CARE POSSIBLE REGARDLESS OF THESE PATIENT'S ABILITY TO PAY. EMORY UNIVERSITY HOSPITAL, IN PARTICULAR, IS NOTED AS A DESTINATION FOR PATIENTS IN THIS HIGH-ACUITY CATEGORY. THIS HOSPITAL CONTINUES TO BE IN THE TOP THREE OF THE HIGHEST CASE-MIX INDEX OF HOSPITALS IN THE UNIVERSITY HEALTH SYSTEM CONSORTIUM DATABASE, WHICH MEANS THAT ITS PATIENTS ARE AMOUNG THE SICKEST TREATED ANY WHERE IN THE COUNTRY AND INCLUDE PATIENTS ROUTINELY REFERRED FROM HOSPITALS THROUGHOUT ATLANTA AND THE REGION. EMORY UNIVERSITY HOSPITAL ALSO PROVIDES SERVICES AND PROCEDURES AVAILABLE NOWHERE ELSE IN THE STATE, INCLUDING HIGH COMPLEX TRANSPLANT PROCEDURES, AMONG OTHERS. EMORY UNIVERSITY HOSPITAL HELPS PIONEER, TEST, AND DEVELOP NEW PROCEDURES THAT EVENTUALLY MAKE THEIR WAY INTO THE BROADER COMMUNITY OF HEALTH CARE PROVIDERS. IN ADDITION, IN PARTNERSHIP WITH THE CENTERS FOR DISEASE CONTROL AND PREVENTION, EMORY UNIVERSITY HOSPITAL HAS A SPECIAL ISOLATION UNIT FOR THE CARE OF PATIENTS WITH SERIOUS COMMUNICABLE DISEASES - SUCH AS CDC EMPLOYEES WHO HAVE CONFIRMED, PROBABLE, OR SUSPECTED INFECTION WITH OR EXPOSURE TO PATHOGENS SUCH AS EBOLA, SMALLPOX, PNEUMONIC PLAGUE, OR SARS THAT ARE ASSOCIATED WITH HIGH INFECTIVITY RATES. EMORY UNIVERSITY HOSPITAL MIDTOWN (EUHM), WHICH INCLUDES A LEVEL III NEONATAL INTENSIVE CARE UNIT AMONG IT'S OTHER ICUS, ALSO HAS A CASE-MIX INDEX THAT IS CONSIDERABLY HIGHER THAN THAT OF MOST COMMUNITY HOSPITALS. THIS HOSPITAL CONTINUES TO BE IN THE TOP 17 OF HIGHEST CASE-MIX INDEX OF HOSPTIALS IN THE UNIVERSITY HEALTH SYSTEM CONSORTIUM DATABASE. IN PARTNERSHIP WITH THE ATLANTA POLICE DEPARTMENT, EMORY UNIVERSITY HOSPITAL MIDTOWN HAS A MINI ATLANTA POLICE STATION PRECINCT ON ITS SITE, WHICH HOUSES THIRTY SWORN POLICE EMPLOYEES WITH RESPONSIBILITY FOR PATROLLING MIDTOWN AND DOWNTOWN ATLANTA. EUHM SPONSORS PERIODIC WORKDAYS DURING WHICH EMPLOYEES DO CLEAN-UP ACTIVITIES IN THE NEIGHBORHOOD AROUND EUHM. EUHM ALSO COLLABORATES WITH STATE AGENCIES IN GEORGIA AND THE ROSWELL EMPLOYMENT AGENCY BRIGGS & ASSOCIATES ON PROJECT SEARCH TO TARGET HIGH SCHOOL SENIORS WITH DEVELOPMENTAL DISABILITIES FOR ONE-ON-ONE JOB TRAINING AND COACHING. THESE YOUNG PEOPLE BECOME REGULAR EMPLOYEES, EARNING REGULAR WAGES. EUHM RECEIVED THE "FREEDOM TO COMPETE" AWARD IN 2007 FROM THE EQUAL OPPORTUNITY COMMISSION FOR ITS ROLE AS THE STARTING LOCATION FOR THIS PROGRAM.
FOOTNOTE TO FINANCIAL STATEMENTS PART III, SECTION A, LINE 4 THE ORGANIZATION RECORDS AN ALLOWANCE FOR DOUBTFUL ACCOUNTS FOR ESTIMATED LOSSES RESULTING FROM THE UNWILLINGNESS OF PATIENTS TO MAKE PAYMENTS FOR SERVICES. THE ALLOWANCE IS DETERMINED BY ANALYZING HISTORICAL DATA AND TRENDS. ACCOUNTS RECEIVABLE ARE WRITTEN OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS WHEN MANAGEMENT DETERMINES THAT RECOVERY IS UNLIKELY AND COLLECTION EFFORTS CEASE. COST TO CHARGE RATIO IS USED TO DETERMINE THE COST ASSOCIATED WITH RENDERING SERVICES TO MEDICARE PATIENTS. ANY DISCOUNT ON A PATIENT ACCOUNT IS NOT CONSIDERED TO BE BAD DEBT. LIKEWISE ANY PAYMENTS RECEIVED ON ACCOUNTS ARE NOT CONTEMPLATED IN THE CALCULATION.
TREATMENT OF SHORTFALL PART III, SECTION B, LINE 8 SHORTFALL IS NOT REPORTED IN LINE 7 COMMUNITY BENEFIT. TO DETERMINE MEDICARE ALLOWABLE COSTS REPORTED IN THE MEDICARE COST REPORT, THE COST-TO-CHARGE RATIO IS APPLIED TO GROSS PATIENT REVENUE ASSOCIATED WITH SERVICES PERFORMED FOR PATIENTS WHO ARE ELIGIBLE FOR MEDICARE.
DEBT COLLECTION POLICY PART III, SECTION B, LINE 9B CREDIT/COLLECTION POLICY REQUIRES ALL ACCOUNTS TO BE REVIEWED FOR POSSIBLE CHARITY WRITE-OFF. COLLECTION PRACTICES ARE NOT UNDERTAKEN WITH RESPECT TO CHARGES RELATED TO SERVICES COVERED BY THE ORGANIZATION'S CHARITY CARE POLICY.
FACILITY INFORMATION PART V SAINT JOSEPH'S HOSPITAL OF ATLANTA - SEE SCHEDULE 0. EMORY JOHNS CREEK HOSPITAL - SEE SCHEDULE O. WESLEY WOODS GERIATRIC HOSPITAL IS DIRECTLY CONTROLLED BY WESLEY WOODS CENTER OF EMORY UNIVERSITY, INC.
NEEDS ASSESSMENT PART VI, LINE 2 EMORY HEALTHCARE CURRENTLY CONDUCTS AN EXTENSIVE ANNUAL ENVIRONMENTAL ASSESSMENT, WHICH ENCOMPASSES EACH ENTITY WITHIN THE ORGANIZATION. THIS ASSESSMENT IS UTILIZED TO PLAN THE STRATEGIC DIRECTION FOR THE FOLLOWING FISCAL YEAR. THE ENVIRONMENTAL ASSESSMENT INCLUDES A DETAILED REVIEW OF PATIENT ORIGIN AND PATIENT CHARACTERISTICS, INCLUDING AGE, ETHNICITY, AND PAYER. THE POPULATION DEMOGRAPHICS FOR THE PRIMARY AND SECONDARY SERVICE AREAS ARE ANALYZED. THE ASSESSMENT ALSO INCLUDES A REVIEW OF SERVICES CURRENTLY UTILIZED BY PATIENTS ALONG WITH A FORECAST OF FUTURE SERVICE LINE NEEDS. IN ADDITION TO THIS ASSESSMENT, A DETAILED MEDICAL STAFF DEVELOPMENT ASSESSMENT IS CONDUCTED ANNUALLY TO DETERMINE SPECIALTY NEEDS.
PATIENT EDUCATION OF ELIGIBIITY FOR ASSISTANCE PART VI, LINE 3 CHARITY CARE POLICY AND FINANCIAL ASSISTANCE APPLICATIONS ARE DISCUSSED WITH PATIENTS DURING THE FINANCIAL SCREENING PROCESS. PATIENTS ARE NOTIFIED OF THEIR STATUS OF FINANCIAL ASSISTANCE AS EACH APPLICATION IS PROCESSED. WE ALSO UTILIZE A MEDICAID ELIGIBILITY VENDOR TO ASSIST PATIENTS IN APPLYING FOR MEDICAID OR OTHER GOVERNMENT PROGRAMS.
COMMUNITY INFORMATION PART VI, LINE 4 FOR THE PURPOSE OF SAINT JOSEPH'S HOSPITAL OF ATLANTA'S (SJH) COMMUNITY HEALTH NEEDS ASSESSMENT, SJH'S COMMUNITY IS DEFINED AS THE AREA FROM WHICH OVER 75% OF SJH'S INPATIENT ADMISSIONS ORIGINATE. SJH'S COMMUNITY OR PRIMARY SERVICE AREA INCLUDES DEKALB, FULTON, GWINNETT, AND COBB COUNTIES IN GEORGIA. FOR THE PURPOSE OF EMORY JOHNS CREEK HOSPITAL'S (EJCH) COMMUNITY HEALTH NEEDS ASSESSMENT, EJCH'S COMMUNITY IS DEFINED AS THE AREA FROM WHICH 75% OF EJCH'S INPATIENT ADMISSIONS ORIGINATE. EJCH'S COMMUNITY OR PRIMARY SERVICE AREA ENCOMPASSES EIGHTEEN ZIP CODES IN NORTH FULTON, FORSYTH, AND GWINNETT COUNTIES IN GEORGIA. FOR THE PURPOSE OF WESLEY WOODS GERIATRIC HOSPITAL'S (WWGH) COMMUNITY HEALTH NEEDS ASSESSMENT, WWGH'S COMMUNITY IS DEFINED AS THE AREA FROM WHICH OVER 60% OF WWGH'S INPATIENT ADMISSIONS ORIGINATE. SINCE WWGH PATIENT BASE IS ALMOST 100% GERIATRIC, WWGH'S COMMUNITY IS FURTHER DEFINED AS THE GERIATRIC POPULATION OVER THE AGE OF 65. WWGH'S COMMUNITY OR PRIMARY SERVICE AREA INCLUDES THE GERIATRIC POPULATIONS OVER THE AGE OF 65 IN DEKALB, FULTON, GWINNETT, AND COBB COUNTIES IN GEORGIA.
PROMOTION OF COMMUNITY HEALTH PART VI, LINE 5 FOR MORE INFORMATION PLEASE SEE "COMMUNITY" AS FOUND AT HTTP://WWW.EMORYHEALTHCARE.ORG/COMMUNITY/INDEX.HTML
AFFILIATED HEALTH CARE SYSTEM PART VI, LINE 6 EMORY HEALTHCARE IS THE CLINICAL ENTERPRISE OF THE ROBERT W. WOODRUFF HEALTH SCIENCES CENTER OF EMORY UNIVERSITY, WHICH FOCUSES ON PATIENT CARE, EDUCATION OF HEALTH PROFESSIONALS, RESEARCH ADDRESSING HEALTH AND ILLNESS, AND HEALTH POLICIES FOR PREVENTION AND TREATMENT OF DISEASE. A KEY COMPONENT OF THE WOODRUFF HEALTH SCIENCES CENTER IS THE EMORY UNIVERSITY SCHOOL OF MEDICINE, WHICH HAS BEEN AT THE FOREFRONT OF MEDICAL KNOWLEDGE AND RESEARCH, PIONEERING MANY ADVANCES AND PROCEDURES THAT HAVE CHANGED THE FACE OF MEDICAL HISTORY.
STATE FILING OF COMMUNITY BENEFIT REPORT 990 SCHEDULE H, PART VI GA,
Schedule H (Form 990) 2011
Additional Data


Software ID:  
Software Version:  
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
EMORY GROUP RETURN
 
Employer identification number

90-0790361
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
Yes
 
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) CLAUDIA R ADKISON (i)
(ii)		 0
157,300 		0
155,000 		0
0 		0
14,283 		0
5,383 		0
331,966 		0
0
(2) R WAYNE ALEXANDER MD (i)
(ii)		 297,904
300,762 		50,815
0 		38,812
0 		0
23,350 		9,259
3,363 		396,790
327,475 		0
0
(3) DANIEL L BARROW MD (i)
(ii)		 623,081
203,345 		296,267
0 		32,750
52 		0
21,712 		11,977
4,562 		964,075
229,671 		0
0
(4) SARA L BERGA MD (i)
(ii)		 1,000
386,496 		0
0 		27,568
43 		0
22,130 		5,009
724 		33,577
409,393 		0
0
(5) ALBERT K BLACKWELDER (i)
(ii)		 255,964
0 		85,339
0 		6,209
0 		33,215
0 		16,444
0 		397,171
0 		0
0
(6) WILLIAM BORNSTEIN MD (i)
(ii)		 11,996
351,217 		121,810
0 		93
7,068 		90,752
6,082 		14,918
7,716 		239,569
372,083 		0
0
(7) FRANK W BROWN MD (i)
(ii)		 183,324
24,541 		7,742
0 		9,569
0 		0
16,674 		114
264 		200,749
41,479 		0
0
(8) ROBERT W BRUCE JR MD (i)
(ii)		 345,781
101,981 		656,880
0 		22,826
27 		0
18,684 		11,638
5,625 		1,037,125
126,317 		0
0
(9) DONALD I BRUNN (i)
(ii)		 410,498
0 		145,065
0 		13,006
0 		94,974
0 		24,592
0 		688,135
0 		0
0
(10) TIMOTHY BUCHMAN MD (i)
(ii)		 465,499
1,551 		77,325
0 		11,284
0 		0
23,035 		5,690
2,214 		559,798
26,800 		0
0
(11) DAVID T BURKE MD (i)
(ii)		 186,737
179,449 		48,919
0 		18,353
52 		0
21,602 		12,063
7,500 		266,072
208,603 		0
0
(12) GRANT W CARLSON MD (i)
(ii)		 340,000
153,753 		46,500
0 		29,082
52 		0
20,800 		8,488
6,458 		424,070
181,063 		0
0
(13) WILLIAM J CASARELLA MD (i)
(ii)		 0
163,570 		0
0 		0
0 		0
15,124 		0
12,555 		0
191,249 		0
0
(14) WRIGHT CAUGHMAN MDSCH J-III (i)
(ii)		 59,722
818,364 		408,684
0 		1,458
87,312 		0
183,350 		1,575
9,600 		471,439
1,098,626 		0
0
(15) WALTER J CURRAN MD (i)
(ii)		 217,006
651,858 		233,864
0 		33,727
25,159 		0
23,350 		1,377
14,876 		485,974
715,243 		0
0
(16) LISA D'AGOSTINO (i)
(ii)		 0
151,229 		0
1,000 		0
650 		0
14,162 		0
7,057 		0
174,098 		0
0
(17) LAWRENCE W DAVIS MD (i)
(ii)		 61,251
22,581 		33,842
0 		106,471
0 		0
16,410 		2,111
840 		203,675
39,831 		0
0
(18) J WILLIAM ELEY MD (i)
(ii)		 13,789
299,717 		0
0 		1,375
28 		0
23,153 		9,015
2,234 		24,179
325,132 		0
0
(19) JOHN T FOX SCH J-III (i)
(ii)		 545,961
555,471 		492,674
0 		38,325
1,131,396 		31,197
578,233 		26,065
212 		1,134,222
2,265,312 		0
1,114,580
(20) SUSAN GRANT (i)
(ii)		 0
341,316 		118,604
0 		30
2,497 		71,151
4,900 		14,876
4,716 		204,661
353,429 		0
0
(21) JAMES T HATCHER (i)
(ii)		 123,737
229,990 		125,870
0 		1,755
3,450 		79,302
4,900 		5,185
11,753 		335,849
250,093 		0
0
(22) KATHERINE HEILPERN MD (i)
(ii)		 225,319
200,550 		29,215
0 		26,689
0 		0
21,860 		3,397
5,233 		284,620
227,643 		0
0
(23) LAUREEN HILL MD (i)
(ii)		 169,895
72,563 		75,000
0 		338
12 		0
6,553 		268
2,082 		245,501
81,210 		0
0
(24) IRA HOROWITZ MD (i)
(ii)		 375,395
75,309 		41,327
0 		23,866
52 		0
17,714 		11,508
10,600 		452,096
103,675 		0
0
(25) DALLIS HOWARD CROW (i)
(ii)		 326,847
0 		108,835
0 		1,674
0 		71,367
0 		23,158
0 		531,881
0 		0
0
(26) LUCKY JAIN MD (i)
(ii)		 0
288,702 		0
10,000 		0
1,269 		0
22,050 		0
10,249 		0
332,270 		0
0
(27) MICHAEL ME JOHNS MD (i)
(ii)		 0
506,461 		0
0 		0
32,828 		0
23,350 		0
13,995 		0
576,634 		0
0
(28) THEODORE JOHNSON MD (i)
(ii)		 46,200
114,665 		0
15,045 		189
0 		0
14,897 		11,628
9,788 		58,017
154,395 		0
0
(29) LYNN JOHNSON (i)
(ii)		 54,944
114,580 		23,190
0 		551
992 		22,964
3,505 		19,589
0 		121,238
119,077 		0
0
(30) JANE JORDAN CASAVANT (i)
(ii)		 19,534
262,333 		0
37,500 		0
0 		0
22,050 		1,633
14,656 		21,167
336,539 		0
0
(31) RONNIE L JOWERS (i)
(ii)		 124,911
320,929 		177,155
0 		2,875
2,300 		27,951
24,723 		11,093
3,735 		343,985
351,687 		0
0
(32) FADLO RAJA KHURI MD (i)
(ii)		 156,048
358,724 		89,601
0 		21,351
18 		0
103,450 		12,625
5,634 		279,625
467,826 		0
0
(33) CHRISTIAN P LARSEN MD (i)
(ii)		 142,602
558,774 		55,624
0 		16,657
28 		0
23,350 		9,506
3,335 		224,389
585,487 		0
0
(34) THOMAS J LAWLEY MD (i)
(ii)		 0
719,362 		214,665
0 		0
38,379 		39,625
27,986 		11,209
4,671 		265,499
790,398 		0
0
(35) ANGEL LEON MD (i)
(ii)		 472,433
68,742 		50,000
0 		22,872
28 		0
18,100 		387
8,502 		545,692
95,372 		0
0
(36) ALLAN I LEVEY MD (i)
(ii)		 115,529
363,527 		37,930
0 		10,659
51 		0
23,350 		12,625
5,851 		176,743
392,779 		0
0
(37) STEVEN LEVY MD (i)
(ii)		 38,983
366,608 		30,078
0 		8,756
152 		0
23,350 		9,506
3,211 		87,323
393,321 		0
0
(38) BRIAN LEYLAND-JONESMD (i)
(ii)		 0
295,427 		0
0 		1,989
155,107 		0
22,050 		0
7,109 		1,989
479,693 		0
0
(39) LAWRENCE J LUTZ MD (i)
(ii)		 125,071
120,282 		12,579
0 		8,023
80 		0
19,752 		11,734
4,973 		157,407
145,087 		0
0
(40) MICHAEL J MANDLSCH J-III (i)
(ii)		 0
689,580 		0
100,000 		0
83,142 		0
100,193 		0
15,004 		0
987,919 		0
0
(41) FRAY F MARSHALL MD (i)
(ii)		 0
0 		0
0 		12,522
0 		0
0 		22
0 		12,544
0 		0
0
(42) DOUGLAS E MATTOX MD (i)
(ii)		 307,446
142,916 		35,261
0 		30,610
79 		0
20,599 		11,886
10,573 		385,203
174,167 		0
0
(43) CAROLYN MELTZER MD (i)
(ii)		 145,559
451,580 		101,159
0 		17,243
27 		0
23,350 		9,506
4,949 		273,467
479,906 		0
0
(44) BROOKE MOORE (i)
(ii)		 172,151
0 		29,395
0 		258
0 		12,202
0 		13,471
0 		227,477
0 		0
0
(45) DOUG C MORRIS MD (i)
(ii)		 527,823
100,270 		210,495
0 		28,706
153 		0
19,075 		693
9,694 		767,717
129,192 		0
0
(46) TIMOTHY OLSEN MD (i)
(ii)		 184,817
421,487 		84,223
0 		22,856
18 		0
23,350 		1,766
10,001 		293,662
454,856 		0
0
(47) TRISTRAM G PARSLOW MD (i)
(ii)		 251,077
247,421 		129,792
0 		33,582
0 		0
20,843 		5,712
3,920 		420,163
272,184 		0
0
(48) JOHN M RHEE MD (i)
(ii)		 425,540
0 		1,171,889
0 		15,760
0 		0
16,150 		14,852
264 		1,628,041
16,414 		0
0
(49) CHAD RITENOUR MD (i)
(ii)		 114,532
43,399 		68,478
0 		4,833
112 		0
16,157 		0
5,307 		187,843
64,975 		0
0
(50) JAMES ROBERSON MD (i)
(ii)		 221,635
438,289 		540,243
0 		35,865
319 		0
23,350 		1,705
9,768 		799,448
471,726 		0
0
(51) FRED SANFILIPPO MD (i)
(ii)		 263,523
443,566 		0
0 		37,346
11,303 		28,735
26,937 		14,242
9,911 		343,846
491,717 		0
0
(52) BARBARA J STOLL MD (i)
(ii)		 0
218,158 		44,944
0 		0
3,643 		0
20,162 		12,055
6,026 		56,999
247,989 		0
0
(53) ROBERT A SWERLICK MD (i)
(ii)		 101,725
169,011 		54,756
0 		5,724
0 		0
21,278 		0
18,287 		162,205
208,576 		0
0
(54) GARY TEAL (i)
(ii)		 0
311,311 		0
53,562 		0
394 		4,331
23,265 		0
13,580 		4,331
402,112 		0
0
(55) WILLIAM C WOOD MD (i)
(ii)		 92,683
88,816 		0
0 		71,717
0 		0
18,780 		0
11,223 		164,400
118,819 		0
0
(56) JOHN XEROGEANES MD (i)
(ii)		 555,831
0 		789,707
0 		16,090
0 		0
16,150 		15,861
264 		1,377,489
16,414 		0
0
(57) JAMES ZAIDAN MD (i)
(ii)		 406,545
169,577 		34,560
0 		35,325
228 		0
21,200 		591
9,619 		477,021
200,624 		0
0
(58) JEFF LESESNE MD (i)
(ii)		 229,448
0 		14,457
0 		13,443
0 		0
16,180 		4,381
10,468 		261,729
26,648 		0
0
(59) EARL LEWIS (i)
(ii)		 0
582,228 		0
0 		0
30,600 		0
22,050 		0
17,930 		0
652,808 		0
0
(60) CRAIG MCCOY (i)
(ii)		 174,981
0 		25,000
0 		50,561
0 		21,568
0 		10,376
0 		282,486
0 		0
0
(61) GERARD MCGORISK MD (i)
(ii)		 358,865
0 		71,988
0 		15,850
0 		0
16,150 		15,410
264 		462,113
16,414 		0
0
(62) SHERVIN OSKOUEI MD (i)
(ii)		 482,165
0 		871,797
0 		15,651
0 		0
16,180 		15,239
264 		1,384,852
16,444 		0
0
(63) MARK RAPAPORT MD (i)
(ii)		 25,000
186,652 		250,000
0 		378
0 		0
16,977 		4,082
2,028 		279,460
205,657 		0
0
(64) MELINDA SIMON (i)
(ii)		 0
159,572 		0
9,000 		0
0 		0
14,419 		0
1,510 		0
184,501 		0
0
(65) SANGWOOK TIM YOON MD (i)
(ii)		 266,135
0 		781,766
0 		17,608
0 		0
16,060 		6,781
10,468 		1,072,290
26,528 		0
0
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
FIRST CLASS OR CHARTER TRAVEL FORM 990, SCHEDULE J, PART I, QUESTION 1A FIRST CLASS OR CHARTER TRAVEL FOR ALL OFFICERS, DIRECTORS AND EMPLOYEES: FIRST CLASS TRAVEL IS NOT ALLOWED UNLESS IT IS THE ONLY SEAT AVAILABLE ON A REQUIRED FLIGHT OR IS A MEDICAL NECESSITY FOR THE EMPLOYEE.
HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES FORM 990, SCHEDULE J, PART I, QUESTION 1A EMORY PROVIDES CERTAIN EXECUTIVES WITH TAXABLE COMPENSATION TO REIMBURSE THE EXPENSE OF MEMBERSHIP DUES AND APPROPRIATE INITIATION FEES FOR A SOCIAL OR COUNTRY CLUB USED FOR EMORY BUSINESS ENTERTAINMENT PURPOSES. CLUB DUES: DONALD I BRUNN $7,800 WRIGHT CAUGHMAN, MD $7,140 MICHAEL J MANDL $5,384
SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN FORM 990, SCHEDULE J, PART I, QUESTION 4B AND PART II For purposes of retention, Emory University made a contribution of $160,000 to Wright Caughman's 457(f) deferred compensation account, which is not vested and is subject to a substantial risk of forfeiture. For purposes of retention, Emory made a contribution of $550,000 to John T. Fox's 457(f) deferred compensation account, which is not vested and is subject to a substantial risk of forfeiture. In addition, Mr. Fox received a vested distribution from a 457(f) account in the amount of $1,114,580, which was related to awards from prior years. For purposes of retention, Emory University and Michael J. Mandl entered into a 457(f) deferred compensation agreement in 2008, pursuant to which Emory made an award of $547,000, which is not vested and is subject to a substantial risk of forfeiture, and which is reported ratably over seven years. CERTAIN EMORY UNIVERSITY EXECUTIVES PARTICIPATE IN A SUPPLEMENTAL RETIREMENT PLAN INTENDED TO MAKE UP FOR LIMITS ON COMPENSATION IN THE QUALIFIED RETIREMENT PLAN. WRIGHT CAUGMAN,MD $32,888 EARL LEWIS $30,600 MICHAEL J MANDL $22,680 FRED SANFILIPPO, MD $11,250
COMPENSATION CONTINGENT ON NET EARNINGS FORM 990, SCHEDULE J, PART I, QUESTION 6A PHYSICIANS IN ONE SECTION OF THE EMORY CLINIC ARE ELIGIBLE TO PARTICIPATE IN A COMPENSATION PLAN, PURSUANT TO WHICH PART OF THEIR COMPENSATION IS TIED TO REVENUE IN EXCESS OF TARGET NET PATIENT SERVICE REVENUE.
Schedule J (Form 990) 2011

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
EMORY GROUP RETURN
 
Employer identification number
90-0790361
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A DEVELOPMENT AUTHORITY OF FULTON COUNTY
  		58-1506878 359900TB3 04-19-2007 93,515,000 SEE PART VI   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . 0      
2 Amount of bonds legally defeased . . . . . . . . . . 0      
3 Total proceeds of issue . . . . . . . . . . . . . 93,515,000      
4 Gross proceeds in reserve funds . . . . . . . . 0      
5 Capitalized interest from proceeds . . . . . . . . . . 0      
6 Proceeds in refunding escrows . . . . . . . . . . . 0      
7 Issuance costs from proceeds . . . . . . . . . . . 953,899      
8 Credit enhancement from proceeds . . . . . . . . . . 0      
9 Working capital expenditures from proceeds . . . . . . . 0      
10 Capital expenditures from proceeds . . . . . . . . . . 0      
11 Other spent proceeds . . . . . . . . . . . 92,561,101      
12 Other unspent proceeds . . . . . . . . . . . 0      
13 Year of substantial completion . . . . . . . . . . . 1998
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . .   X            
15 Were the bonds issued as part of an advance refunding issue? . . . . X              
16 Has the final allocation of proceeds been made? . . . . . . X              
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . X              
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .                
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .                
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2011
Schedule K (Form 990) 2011
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . .                
b If ‘Yes’ to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . .                
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . .                
d If ‘Yes’ to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? .                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0%   %   %   %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet   %   %   %   %
6 Total of lines 4 and 5 . . .. . . . . . . . .   %   %   %   %
7 Does the bond issue meet the private security or payment test? . . .                
8 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
               
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X            
2 Is the bond issue a variable rate issue? X              
3a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X              
b Name of provider . . . . . . . . SEE PART VI
  		 
  		 
  		 
 
c Term of hedge . . . . . . . . 21.6      
d Was the hedge superintegrated? . . . . X              
e Was a hedge terminated? . . . . .   X            
4a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . .   X            
b Name of provider . . . . . . 0
  		 
  		 
  		 
 
c Term of GIC . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . .                
5 Were any gross proceeds invested beyond an available temporary period? . . . . . . X              
6 Did the bond issue qualify for an exception to rebate? .   X            
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X            
Schedule K (Form 990) 2011

Schedule K (Form 990) 2011
Page 3
Part V
Procedures To Undertake Corrective Action
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? . . . . . . . . . . . . . .
Part VI
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
SCHEDULE K, PART I, COLUMN F 0 TO ADVANCE REFUND SERIES 1998 BONDS.
SCHEDULE K, PART IV, LINE 3B 0 MERRILL LYNCH CAPITAL
Schedule K (Form 990) 2011

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
EMORY GROUP RETURN
 
Employer identification number

90-0790361
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2011
Schedule L (Form 990 or 990-EZ) 2011
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) ORKIN INC DIR IS DIR OF PARENT CO 489,799 PEST CONTROL SERVICES   No
(2) GEORGIA POWER BOARD MEMBER IS TRUSTEE 29,930,981 UTILITY PROVIDER   No
(3) JOHNSON JOHNSON BOARD MEMBER IS DIRECTOR 7,970,503 MEDICAL SUPPLIES   No
(4) AMN HEALTHCARE INC BOARD MEMBER IS DIRECTOR 1,475,434 STAFFING & MANAGED SERVICES   No
(5) JANET SANFILIPPO FAMILY MEM OF FORMER DIR 118,147 EMPLOYEE OF EMORY UNIVERSITY   No
(6) MICHAEL M JOHNS MD FAMILY MEM OF BD MEMBER 304,628 EMPLOYEE OF EMORY UNIV&CLINIC   No
(7) JOHN LAWLEY FAMILY MEMBER OF DIRECTOR 92,061 EMPLOYEE OF EMORY UNIVERSITY   No
(8) LESLIE LAWLEY MD FAMILY MEMBER OF DIRECTOR 187,755 EMPLOYEE OF EMORY UNIV&CLINIC   No
(9) RACHEL LAWLEY FAMILY MEMBER OF DIRECTOR 59,381 EMPLOYEE OF EMORY UNIVERSITY   No
(10) GEORGE H GRANT FAMILY MEM OF BD MEMBER 108,021 EMPLOYEE OF EMORY UNIVERSITY   No
(11) SHABNAM JAIN FAMILY MEM OF FORMER DIR 216,944 EMPLOYEE OF EMORY UNIVERSITY   No
(12) IVEY MILTON FAMILY MEM OF FORMER OFF 56,203 EMPLOYEE OF EMORY HEALTHCARE   No
(13) CHRISTOPHER RYAN JOWERS FAMILY MEM OF FORMER OFF 81,096 EMPLOYEE OF EMORY UNIVERSITY   No
(14) JONATHAN MILTON FAMILY MEM OF FORMER OFF 42,623 EMPLOYEE OF EMORY UNIVERSITY   No
(15) ASHLEY TEAL FAMILY MEM OF FORMER OFF 47,636 EMPLOYEE OF EMORY UNIVERSITY   No
(16) NORTH DECATUR ASSOCIATES LLC BOARD MEMBER IS DIRECTOR 198,233 LEASE PROPERTY TO EMORY UNIV   No
(17) CULLEN D MORRIS MD FAMILY MEMBER OF DIRECTOR 752,268 EMPLOYEE OF EMORY UNIV&CLINIC   No
(18) CAROLYN KATZEN MD FAMILY MEMBER OF DIRECTOR 283,104 EMPLOYEE OF EMORY UNIV&CLINIC   No
(19) KAREN T CARLSON MD FAMILY MEMBER OF DIRECTOR 286,641 EMPLOYEE OF EMORY UNIV&CLINIC   No
(20) GREGORY H CASARELLA FAMILY MEMBER OF DIRECTOR 15,288 EMPLOYEE OF EMORY UNIVERSITY   No
(21) KAY H VYDARENY FAMILY MEMBER OF DIRECTOR 29,396 EMPLOYEE OF EMORY UNIV&CLINIC   No
(22) DEPUY DIR IS DIR OF PARENT CO 3,571,192 MEDICAL SUPPLIES   No
(23) VISTAKON DIR IS DIR OF PARENT CO 146,679 VISION CARE   No
(24) MENTOR WORLWIDE LLC DIR IS DIR OF PARENT CO 392,263 MEDICAL SUPPLIES   No
(25) WILLIAM CASTLE FAMILY MEMBER OF DIRECTOR 166,870 EMPLOYEE OF EMORY UNIVERSITY   No
(26) ACCLARENT DIR IS DIR OF PARENT CO 137,178 MEDICAL SUPPLIES   No
(27) HUNTER PARTNERS LLC BD MEM IS 20% OWNER 314,279 CONSULTING SERVICES   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  




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.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
EMORY GROUP RETURN
 
Employer identification number

90-0790361
Identifier Return Reference Explanation
GROUP RETURN - GENERAL INFORMATION AND MISSION   FORM 990, PAGE 1, LINE H(A) THE LIST BELOW SHOWS ALL THE ENTITIES INCLUDED IN THIS GROUP RETURN ALONG WITH THE CORRESPONDING ACRONYMS THAT WILL BE USED THROUGHOUT THIS RETURN: EMORY HEALTHCARE, INC. (EHC) (58-2137993) 1440 CLIFTON ROAD, NE WHSCAB SUITE 420 ATLANTA, GA 30322 THE EMORY CLINIC, INC. (TEC) (58-2030692) 1365 CLIFTON ROAD, NE ATLANTA, GA 30322 WESLEY WOODS CENTER OF EMORY UNIVERSITY, INC. (WWC) (58-1529366) 1821 CLIFTON ROAD, NE ATLANTA, GA 30322 EMORY MEDICAL CARE FOUNDATION, INC. (EMCF) (58-1537752) 1648 PIERCE DRIVE ATLANTA, GA 30322 EMORY INNOVATIONS, INC. (EI) (45-5372942) 201 DOWMAN DRIVE 101 ADMINISTRATION BUILDING ATLANTA, GA 30322 EMORY/SAINT JOSEPH'S, INC. (ESJ) (45-2721833) 1440 CLIFTON ROAD, NE WHSCAB, SUITE 400 ATLANTA, GA 30322 SAINT JOSEPH'S TRANSLATIONAL RESEARCH INSTITUTE, INC. (SJTRI) (80-0079841) 5673 PEACHTREE DUNWOODY ROAD, SUITE 550 ATLANTA, GA 30342 SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC. (SJHA) (58-0566257) 5673 PEACHTREE DUNWOODY ROAD, NUMBER 550 ATLANTA, GA 30342 FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION THE MISSIONS OF EACH OF THE VARIOUS ENTITIES WITHIN THIS GROUP RETURN ARE LISTED BELOW: EHC IS THE CLINICAL ARM OF THE ROBERT W. WOODRUFF HEALTH SCIENCES CENTER OF EMORY UNIVERSITY, WHICH FOCUSES ON PATIENT CARE, EDUCATION OF HEALTH PROFESSIONALS, RESEARCH ADDRESSING HEALTH AND ILLNESS, AND HEALTH POLICIES FOR PREVENTION AND TREATMENT OF DISEASE. TEC'S MISSION IS TO PROVIDE PATIENT-FOCUSED SERVICE AND COMPASSIONATE SUPPORT WITH THE GOAL OF "MAKING PEOPLE HEALTHY." TEC ALSO SUPPORTS THE CLINICAL, TEACHING, AND RESEARCH MISSIONS OF THE ROBERT W. WOODRUFF HEALTH SCIENCES CENTER OF EMORY UNIVERSITY. WWC'S MISSION IS TO RESTORE AND PROMOTE THE HEALTH OF THE ELDERLY COMMUNITY BY PROVIDING MEDICAL SERVICES WHICH INCLUDE GERIATRIC INPATIENT, OUTPATIENT, AND RESIDENTIAL SERVICES. ALSO, WWC SERVES AS A COMMUNITY RESOURCE TO ENCOURAGE HEALTHY AGING. EMCF IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES, INCLUDING, WITHOUT LIMITATION, THE PROMOTION AND ADVANCEMENT OF PATIENT CARE, PROFESSIONAL MEDICAL SERVICES, MEDICAL EDUCATION, AND MEDICAL RESEARCH FOR THE BENEFIT OF COMMUNITY RESIDENTS INCLUDING, BUT NOT LIMITED TO INDIGENT RESIDENTS OF FULTON AND DEKALB COUNTIES, GEORGIA. EI IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES TO ENGAGE IN INNOVATIVE PROGRAMS AND ENTERPRISES TO SUPPORT EMORY UNIVERSITY'S GOALS. ESJ IS A JOINT VENTURE BETWEEN EMORY HEALTHCARE, INC. AND SAINT JOSEPH'S HEALTH SYSTEM, WHICH OWNS SJTRI, SJHA, JOHNS CREEK HOSPITAL, AND SAINT JOSEPH'S MEDICAL GROUP. SJTRI IS A NON-PROFIT PRECLINCIAL RESEARCH INSTITUTE. RESEARCH IS PRIMARILY FOCUSED ON DEVELOPMENT OF MEDICAL DEVICES AND THERAPEUTICS. SJHA IS A COMMUNITY BASED HOSPITAL LOCATED IN SANDY SPRINGS, GEORGIA, WHICH IS LICENSED FOR 410 BEDS, INCLUDING 54 INTENSIVE CARE BEDS AND 188 GENERAL AND ACUTE CARE BEDS.
NUMBER OF EMPLOYEES FORM 990, PART I, QUESTION 5 TEC HAS A COMMON PAYMASTER RELATIONSHIP FOR PAYROLL PURPOSES WITH EMORY UNIVERSITY (EIN 58-0566256). THE SALARIES OF TEC'S EMPLOYEES ARE PAID BY EMORY UNIVERSITY, REPORTED ON EMORY UNIVERSITY'S FORMS 941, AND REIMBURSED BY TEC. THEREFORE, THESE EMPLOYEES ARE REPORTED ON EMORY UNIVERSITY'S FORM 990. WWC, ESJ, SJTRI, AND SJHA HAVE A COMMON PAYMASTER RELATIONSHIP FOR PAYROLL PURPOSES WITH EHC. THE SALARIES OF WWC, ESJ, SJTRI, AND SJHA'S EMPLOYEES ARE PAID BY EHC, REPORTED ON EHC FORMS 941 AND REIMBURSED BY WWC, ESJ, SJTRI, AND SJHA RESPECTIVELY. THEREFORE, THESE EMPLOYEES ARE REPORTED ON THE GROUP RETURN ALONG WITH EHC EMPLOYEES. THE STAFF MEMBERS OF EMCF AND EI ARE EMPLOYEES OF EMORY UNIVERSITY. THE SALARIES OF EMCF AND EI'S EMPLOYEES ARE PAID BY EMORY UNIVERSITY, REPORTED ON EMORY UNIVERSITY'S FORMS 941, AND REIMBURSED BY EMCF AND EI RESPECTIVELY. THEREFORE, THESE EMPLOYEES ARE REPORTED ON EMORY UNIVERSITY'S FORM 990.
OTHER PROGRAM SERVICES FORM 990, PART III, QUESTION 4 4A: TEC IS THE MAJOR FACULTY PRACTICE PROGRAM OF THE EMORY UNIVERSITY SCHOOL OF MEDICINE AND IS A SEPARATE OPERATING UNIT OF EMORY HEALTHCARE, THE HEALTH CARE DELIVERY ARM OF EMORY UNIVERSITY. FOUNDED IN 1953 AS A FOR-PROFIT PARTNERSHIP OF 18 CLINICAL FACULTY MEMBERS, THE ORGANIZATION HAS GROWN OVER THE PAST 50+ YEARS TO NEARLY 1,200 CLINICIAN-TEACHERS AND CLINICIAN-SCIENTISTS. TEC SUPPORTS THE CLINICAL, TEACHING AND RESEARCH AND RESEARCH MISSIONS OF THE ROBERT W. WOODRUFF HEALTH SCIENCES CENTER OF EMORY UNIVERSITY, AS WELL AS PROVIDES A PATIENT BASE FOR CLINICAL SERVICE, TEACHING AND CLINICAL CARE TRIALS. IN 1992, TEC CONVERTED TO A 501(C)(3) NON-PROFIT CORPORATION CONSISTENT WITH MOST OTHER FACULTY PRACTICE PROGRAMS NATIONALLY. CHARITY CARE: TEC SERVES THE HEALTH CARE NEEDS OF PATIENTS FROM THE REGIONAL, NATIONAL AND INTERNATIONAL COMMUNITIES. DURING FISCAL YEAR 2012, TEC EXPERIENCED APPROXIMATELY 2.6 MILLION PATIENT ENCOUNTERS. IN THE SAME TIME PERIOD, TEC RENDERED $46 MILLION IN DIRECT CHARITY CARE, LARGELY FOR COMPLEX CARE (I.E., ORGAN TRANSPLANTATION, CANCER AND CARDIAC DISEASE). THIS CHARITY CARE ALSO INCLUDES SUPPORT FOR INDIVIDUALS WHO ARE UNINSURED AND DO NOT HAVE THE ABILITY TO PAY SOME OR ALL OF THE AMOUNTS DUE FOR THEIR CARE. COMMUNITY BENEFITS: AS A CORPORATE AND COMMUNITY CITIZEN, TEC HAS A COMMUNITY RESPONSIBILITY TO INCREASE AWARENESS OF HEALTH ISSUES AFFECTING THE COMMUNITY CITIZENS. PART OF TEC'S COMMITMENT TO THE MISSION OF EXCELLENCE IS IN RESPONDING TO THE HEALTH CARE NEEDS OF ATLANTA'S RESIDENTS. AN ACTIVE SPEAKER'S BUREAU, COMPRISED OF MEDICAL STAFF MEMBERS, INFORMS LOCAL BUSINESS AND CIVIC ORGANIZATIONS ABOUT VARIOUS HEATLTH CARE TOPICS AND ISSUES. SUPPORT GROUPS OFFER RESOURCES FOR DEALING WITH SPECIFIC HEALTH PROBLEMS. THESE PROGRAMS ADDRESS MANY SPECIFIC GROUPS, INCLUDING SMOKERS WHO WANT TO QUIT, PEOPLE WHO HAVE SUFFERED LOSS, PROSTATE CANCER SURVIVORS AND THOSE WHO HAVE EXPERIENCED A TRANSPLANT, STROKE, SICKLE CELL DISEASE, OR PREMATURE INFANT LOSS. TEC STAFF MEMBERS ALSO SERVE AS SPOKESPERSONS IN SHAPING HEALTHCARE POLICY AT THE REGIONAL AND NATIONAL LEVEL BY ADVOCATING HEALTHY LIFESTYLES. 4B: EMORY/SAINT JOSEPH'S JOINT OPERATING COMPANY IS COMPRISED OF THE PROGRAMS OF THE FOLLOWING ENTITIES: EMORY/SAINT JOSEPH'S, INC. SAINT JOSEPH'S TRANSLATIONAL RESEARCH INSTITUTE, INC. SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC. 4C: EMCF'S PROGRAM SERVICE EXPENSES REFLECT: THE COST TO PROVIDE SERVICES AND DISTRIBUTIONS TO EMORY UNIVERSITY SCHOOL OF MEDICINE IN ORDER TO ENABLE THE VARIOUS DEPARTMENTS TO FOCUS ON THE PROVISION OF PROFESSIONAL MEDICAL SERVICES, PROMOTING MEDICAL EDUCATION, AND FURTHERING MEDICAL RESEARCH TO SERVE THE COMMUNITY. 4D: OTHER PROGRAM SERVICES IN THIS TOTAL ARE FROM EHC, WWC AND EI. SEE ATTACHMENT 1. EMORY UNIVERSITY/WOODRUFF HEALTH SCIENCES CENTER COMMUNITY BENEFIT REPORT CAN BE FOUND ON THE WEB AT: HTTP://WHSC.EMORY.EDU/HOME/PUBLICATIONS/HEALTH-SCIENCES/COMMUNITY-BENEFITS -2012/INDEX.HTML
INDEPENDENT AUDITED FINANCIAL STATEMENTS FORM 990, PART IV, QUESTIONS 12A AND 12B ALL ENTITIES INCLUDED IN THIS GROUP RETURN (EHC, TEC, WWC, EMCF, EI, ESJ, SJTRI, SJHA) ARE INCLUDED IN THE AUDITED FINANCIALS OF EMORY UNIVERSITY. A COPY OF EMORY UNIVERSITY'S AUGUST 31, 2012 AUDITED FINANCIALS IS ATTACHED TO THIS RETURN. THE GROUP RETURN DID NOT HAVE A SEPARATE INDEPENDENT AUDIT. MEMBERS OR STOCKHOLDERS FORM 990, PART VI, SECTION A, QUESTION 6 ESJ HAS TWO MEMBERS - SJHS/JOC HOLDINGS, INC. AND EHC/JOC HOLDINGS, LLC SJTRI HAS ONE MEMBER - EMORY/SAINT JOSEPH'S, INC. SJHA HAS ONE MEMBER - EMORY/SAINT JOSEPH'S, INC.
MEMBERS AND DECISIONS OF THE GOVERNING BODY FORM 990, PART VI, SECTION A, QUESTIONS 7A AND 7B EHC: EHC ARTICLES AND BYLAWS MAY NOT BE AMENDED WITHOUT THE APPROVAL OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES OF EMORY UNIVERSITY, BASED ON THE RECOMMENDATION OF ITS ROBERT W. WOODRUFF HEALTH SCIENCES CENTER BOARD (THE "WOODRUFF BOARD"), A SUBCOMMITTEE OF THE EMORY UNIVERSITY BOARD OF TRUSTEES. IN ADDITION, EHC MAY NOT TAKE ANY OF THE FOLLOWING ACTIONS WITHOUT THE PRIOR APPROVAL OF THE EXECUTIVE COMMITTEE AND THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES OF EMORY UNIVERSITY, BASED ON THE RECOMMENDATION OF THE WOODRUFF BOARD: (1) ORGANIZE ANY SUBSIDIARY CORPORATION OR ENTER INTO ANY JOINT VENTURE OR PARTNERSHIP; (2) ADOPT A PLAN OF LIQUIDATION OR DISSOLUTION, OR FILE A VOLUNTARY PETITION IN BANKRUPTCY; (3) ENTER INTO ANY TRANSACTION PROVIDING FOR THE SALE, MORTGAGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF EHC; (4) ADOPT A PLAN OF REORGANIZATION, OR OF MERGER OR CONSOLIDATION WITH ANOTHER CORPORATION; (5) INCUR ANY SINGLE ITEM OF INDEBTEDNESS IN EXCESS OF $500,000; (6) ADOPT OR AMEND ANY LONG-RANGE PLAN; OR (6) ADOPT OR AMEND AN ANNUAL OPERATING BUDGET OR CAPITAL BUDGET OR MAKE ANY EXPENDITURES EXCEPT PURSUANT TO BUDGET OR EXPENDITURE POLICIES APPROVED BY EMORY UNIVERSITY. EHC IS ALSO REQUIRED TO DELIVER TO THE WOODRUFF BOARD AN ANNUAL REPORT OF THE FINANCIAL AFFAIRS OF EHC FOR THE PERIOD CONCERNED, INCLUDING A STATEMENT OF THE ASSETS AND LIABLITIES OF EHC, A STATEMENT OF THE RECEIPTS AND DISTRIBUTIONS OF EHC, A STATEMENT OF ITS THEN-CURRENT INVESTMENT PORTFOLIO AND SUCH OTHER INFORMATION AS THE DIRECTORS OF EHC OR THE TRUSTEES OF THE WOODRUFF BOARD DEEM APPROPRIATE AND HELPFUL. TEC: EHC BOARD OF DIRECTORS APPOINTS FOUR OF ITS DIRECTORS TO SERVE AS MEMBERS OF TEC BOARD OF DIRECTORS. IN ADDITION, THREE DIRECTORS SERVE BY VIRTUE OF THE OFFICE THEY HOLD AT EHC OR EMORY UNIVERSITY, AND TWO DIRECTORS ARE APPOINTED BY THE EXECUTIVE VICE PRESIDENT FOR HEALTH AFFAIRS OF EMORY UNIVERSITY. THE MEMBERS OF TEC BOARD OF DIRECTORS MUST APPROVE CERTAIN AMENDMENTS TO THE BYLAWS. WWC: THE BOARD OF DIRECTORS OF EHC ELECTS THE BOARD OF DIRECTORS OF WWC. IN ADDITION, THE FOLLOWING ACTIONS BY WWC REQUIRE THE APPROVAL OF THE BOARD OF DIRECTORS OF EHC: (1) THE DISSOLUTION, MERGER OR CONSOLIDATION OF THE CORPORATION; (2) THE AMENDMENT OF THE ARTICLES OF INCORPORATION; (3) THE SALE, LEASE OR EXCHANGE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; (4) THE OBLIGATION OF THE CORPORATION FOR ANY SINGLE ITEM OF INDEBTEDNESS IN EXCESS OF $500,000; AND (5) THE AMENDMENT OR REPEAL OF THE BYLAWS OF THE CORPORATION OR THE ADOPTION OF NEW BYLAWS OF THE CORPORATION. EMCF, SJTRI, SJHA: THESE QUESTIONS ARE "NO" FOR EMCF, SJTRI AND SJHA. EI: ARTICLES AND BYLAWS MAY NOT BE AMENDED WITHOUT THE APPROVAL OF THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES OF EMORY UNIVERSITY. IN ADDITION, EI MAY NOT TAKE ANY OF THE FOLLOWING ACTIONS WITHOUT THE PRIOR APPROVAL OF THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES OF EMORY UNIVERSITY: (1) ORGANIZE ANY SUBSIDIARY CORPORATION OR ENTER INTO ANY JOINT VENTURE OR PARTNERSHIP; (2) ADOPT A PLAN OF LIQUIDATION OR DISSOLUTION, OR FILE A VOLUNTARY PETITION IN BANKRUPTCY; (3) ENTER INTO ANY TRANSACTION PROVIDING FOR THE SALE, MORTGAGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; (4) ADOPT A PLAN OF REORGANIZATION, OR OF MERGER OR CONSOLIDATION WITH ANOTHER CORPORATION; (5) INCURE INDEBTEDNESS OR LINE OF CREDIT, OR MAKE A PURCHASE, IN EXCESS OF $1 MILLION; (6) ADOPT OR AMEND ANY LONG-RANGE PLAN; (7) ADOPT OR AMEND A BRANDING PLAN; (8) APPROVE EXECUTIVE SALARIES, WHICH SHALL BE APPROVED IN ADVANCE BY THE EMORY UNIVERSITY EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMMITTEE; (9) ENTER INTO ANY FINANCIAL INSTITUTION RELATIONSHIP; OR (10) MONETIZE INTELLECTUAL PROPERTY WITH AN EXPECTED VALUE IN EXCESS OF $1 MILLION. ESJ: ESJ HAS TWO MEMBERS - SJHS/JOC HOLDINGS, INC. AND EHC/JOC HOLDINGS, LLC. EHC/JOC HOLDINGS, LLC HAS THE RIGHT TO DESIGNATE AND MAINTAIN AT ALL TIMES A NUMBER OF THE DIRECTORS WHO CONSTITUTE A MAJORITY OF THE BOARD OF DIRECTORS OF ESJ (THE "EHC DIRECTORS"). SJHS/JOC HOLDINGS, INC. SHALL HAVE THE RIGHT TO DESIGNATE AND MAINTAIN AT ALL TIMES A NUMBER OF THE DIRCTORS THAT IS ONE (1) LESS THAN THE NUMBER OF EHC DIRECTORS. ESJ MUST RECEIVE PRIOR WRITTEN APPROVAL BY EACH MEMBER BEFORE UNDERTAKING ANY "MEMBER RESERVED MATTER." THE "MEMBER RESERVED MATTERS" INCLUDE THE FOLLOWING: (A) ANY FUNDAMENTAL CHANGE IN THE PURPOSES OF ESJ AS SET FORTH IN ARTICLE IV OF THE ARTICLES OF INCORPORATION, SECTION 1.3 OF THE BYLAWS, SECTIONS 2.3 THROUGH 2.6 OF THE MEMBERSHIP AGREEMENT BY AND AMONG SJHS/JOC HOLDINGS, INC., EHC/JOC HOLDINGS, LLC, ESJ AND EMORY HEALTHCARE, INC. (THE "MEMBERSHIP AGREEMENT") OR THE MISSION STATEMENT ATTACHED TO THE MEMBERSHIP AGREEMENT; (B) ANY AMENDMENT OR RESTATEMENT OF THE (I) CONTRIBUTION AGREEMENT BY AND BETWEEN SJHS/JOC HOLDINGS, INC., SAINT JOSEPH'S HEALTH SYSTEM, INC., EHC/JOC HOLDINGS, LLC AND EHC (THE "CONTRIBUTION AGREEMENT"); (II) MEMBERSHIP AGREEMENT; AND (III) MANAGEMENT AGREEMENT BY AND BETWEEN EHC AND ESJ (COLLECTIVELY, THE "JOINT OPERATING AGREEMENTS"); (C) ANY AMENDMENT, RESTATEMENT OR REPEAL OF THE ARTICLES OF INCORPORATION OR THE BYLAWS; (D) ANY CONTRIBUTION TO ESJ OF RIGHTS OR ASSETS, OTHER THAN AS CONTEMPLATED BY THE JOINT OPERATING AGREEMENTS; (E) ANY ENTRY INTO OR CONSUMMATION OF ANY MERGER, CONSOLIDATION, DISSOLUTION, SALE OR OTHER TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF ESJ OR ANY MATERIAL SUBSIDIARY OR ENTITY CONTROLLED BY ESJ, OR OTHER CHANGE IN CORPORATE FORM, THAT IN THE CASE OF ANY OF THE FOREGOING WOULD CONSTITUTE OR OTHERWISE RESULT IN A FUNDAMENTAL REORGANIZATION OF ESJ OR ANY MATERIAL SUBSIDIARY OR ENTITY CONTROLLED BY ESJ; (F) ANY ADMISSION OF ANY ADDITIONAL MEMBER TO ESJ, AND ANY CORRESPONDING CHANGES IN ANY MEMBER'S RESPECTIVE PERCENTAGE INTERESTS AS SET FORTH IN THE MEMBERSHIP AGREEMENT; (G) ANY CHANGE IN THE NAME, LOGO OR SERVICE MARK OF ANY FACILITY CONTRUBTED TO ESJ BY SAINT JOSEPH'S HEALTH SYSTEM, INC., EHC OR ANY OF THEIR RESPECTIVE AFFILIATES (INCLUDING, FOR THE AVOIDANCE OF DOUBT, ANY FACILITY CONTRIBUTED PURSUANT TO THE CONTRIBUTION AGREEMENT), OTHER THAN AS CONTEMPLATED BY THE JOINT OEPRATING AGREEMENTS; (H) ANY CLOSURE OF ANY FACILITY CONTRIBUTED TO ESJ BY SAINT JOSEPH'S HEALTH SYSTEM, INC., EHC OR ANY OF THEIR RESPECTIVE AFFILIATES (INCLUDING, FOR THE AVOIDANCE OF DOUBT, ANY FACILITY CONTRIBUTED PURSUANT TO THE CONTRIBUTION AGREEMENT), OTHER THAN AS CONTEMPLATED BY THE JOINT OPERATING AGREEMENTS.
PROCESS USED TO REVIEW FORM 990 FORM 990, PART VI, SECTION B, QUESTION 11 PRIOR TO FINALIZATION OF THE RETURN, MANAGEMENT PROVIDED ACCESS TO A FINAL DRAFT OF THE FORM 990 TO ALL MEMBERS OF EACH OF THE ORGANIZATIONS IN THE GROUP'S BOARD OF DIRECTORS AND GAVE THEM AN OPPORTUNITY TO MAKE COMMENTS. MANAGEMENT UPDATED THE FORM 990 FOR ALL COMMENTS RECEIVED AND PROVIDED THE FINAL VERSION OF THE FORM 990 TO ALL MEMBERS OF EACH BOARD OF DIRECTORS PRIOR TO FILING.
CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, QUESTION 12C THE GROUP'S CONFLICT OF INTEREST POLICY REQUIRES CERTAIN INDIVIDUALS TO DISCLOSE PARTICIPATION IN ACTIVITIES OR CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST ON AN ANNUAL BASIS OR IF AT ANY TIME SUCH INDIVIDUAL BECOMES AWARE OF CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST. THESE DISCLOSURES ARE REVIEWED BY THE RESPECTIVE BOARD OF DIRECTORS, AS NECESSARY. IF THE APPLICABLE CONFLICT OF INTEREST COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE CONFLICT OF INTEREST MAY MAKE A PRESENTATION TO SUCH BOARD OF DIRECTORS OR CONFLICT OF INTEREST COMMITTEE, BUT AFTER SUCH PRESENTATION, THE INDIVIDUAL MUST LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTED IN THE CONFLICT OF INTEREST. DURING THE FISCAL YEAR NONE OF THE DIRECTORS WITH RELATED BUSINESS INTERESTS VOTED ON BUSINESS DECISIONS INVOLVING THEIR COMPANIES.
DETERMINATION OF COMPENSATION FORM 990, PART VI, SECTION B, QUESTION 15B EHC, TEC, WWC, ESJ, SJTRI, SJHA: EMORY UNIVERSITY HAS A COMMITTEE ON EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST (THE "COMMITTEE") COMPRISED OF MEMBERS OF THE EMORY UNIVERSITY BOARD OF TRUSTEES. EACH YEAR, THE COMMITTEE REVIEWS MARKET DATA COMPILED BY INDEPENDENT CONSULTING FIRMS FROM COMPARABLE RESEARCH INSTITUTIONS FOR EACH POSITION IDENTIFIED AS A "DISQUALIFIED PERSON" FOR PURPOSES OF INTERMEDIATE SANCTIONS UNDER IRS REGULATIONS. THE COMMITTEE DISCUSSES THE PROPOSED COMPENSATION FOR EACH SUCH INDIVIDUAL IN THE CONTEXT OF THE MARKET DATA AND THE INDIVIDUAL'S PERFORMANCE AND CONTRIBUTION TO EHC, TEC, WWC, ESJ, SJTRI, SJHA, AND IT MAKES A DECISION REGARDING THE APPROPRIATENESS OF COMPENSATION AND ANY COMPENSATION INCREASE. THE DISCUSSIONS ARE DOCUMENTED IN THE COMMITTEE'S MINUTES BY A REPRESENTATIVE OF THE OFFICE OF THE GENERAL COUNSEL. OTHER SENIOR LEADERSHIP (CLINICAL DEPARTMENT CHAIRS, SERVICE CHIEFS AND SENIOR LEADERS) ARE ELIGIBLE TO PARTICIPATE IN FOUR INCENTIVE COMPENSATION PLANS THAT ARE BASED ON THE ORGANIZATION'S SATISFACTION OF TARGETS FOR FINANCIAL PERFORMANCE AND DEFINED INDIVIDUAL PERFORMANCE METRICS MEASURABLE GOALS. THESE PLANS (THE SENIOR EXECUTIVE INCENTIVE PLAN; THE CLINICAL DEPARTMENT CHAIRS PLAN; THE SENIOR MANAGEMENT INCENTIVE PLAN; AND THE CLINIC LEADERSHIP PLAN) ARE GOVERNED BY THE EXECUTIVE VICE PRESIDENT FOR HEALTH AFFAIRS AND THE CEO FOR EHC, AND REPORTED TO AND APPROVED BY COMMITTEE. THERE IS NO OVERLAP AMOUNG THESE FOUR PLANS. EMCF, EI: EMCF AND EI STAFF MEMBERS ARE EMPLOYEES OF EMORY UNIVERSITY. EMORY UNIVERSITY COMPENSATION POLICIES AND PRACTICES APPLY TO EMCF AND EI.
AVAILABILITY OF DOCUMENTS TO THE PUBLIC FORM 990, PART VI, SECTION C, QUESTION 19 GENERALLY, ENTITIES INCLUDED IN THE GROUP RETURN (EHC, TEC, WWC, EMCF, EI, ESJ, SJTRI, SJHA) DO NOT MAKE THEIR GOVERNING DOCUMENTS OR THEIR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC ALTHOUGH THEY ARE AVAILABLE UPON REQUEST. HOWEVER, THEIR ARTICLES OF INCORPORATION ARE PUBLICLY AVAILABLE THROUGH GEORGIA'S SECRETARY OF STATE WEBSITE. THE GROUP'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE ANNUAL FORM 990 TAX RETURN.
OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 5 OTHER CHANGES IN NET ASSETS CONSISTS OF CHANGES IN RESTRICTED FUNDS OF $5,193,393 AND NET ASSETS OF NEW MEMBERS OF THE GROUP OF $87,751,984.
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:R WAYNE ALEXANDER, MD TITLE:BOARD MEMBER(EMCF) FORMER(TEC) HOURS:26
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:J DAVID ALLEN TITLE:BOARD MEMBER (EHC,TEC) HOURS:3
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ELLEN A BAILEY TITLE:BOARD MEMBER (EHC,TEC,WWC) HOURS:5
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DANIEL L BARROW, MD TITLE:BOARD MEMBER (EMCF) HOURS:11
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DAVID E BOYD TITLE:BOARD MEMBER (WWC) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:FRANK W BROWN, MD TITLE:BOARD MEMBER (WWC) HOURS:7
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DONALD I BRUNN TITLE:BOARD MEMBER(TEC)FORM OFF(EHC) HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:TIMOTHY BUCHMAN, MD TITLE:BOARD MEMBER (EHC) HOURS:6
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DAVID T BURKE, MD TITLE:BOARD MEMBER (EMCF) HOURS:25
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:GRANT W CARLSON, MD TITLE:BOARD MEMBER (TEC) HOURS:16
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:WILLIAM J CASARELLA, MD TITLE:BOARD MEMBER/VICE PRES (EMCF) HOURS:60
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:WRIGHT CAUGHMAN, MD(SCH J-III) TITLE:BOARD MEMBER (EHC,EMCF,TEC,EI) HOURS:36
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:WALTER J CURRAN, MD TITLE:BOARD MEMBER(EMCF) FORMER(TEC) HOURS:35
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:J WILLIAM ELEY, MD TITLE:BOARD MEMBER/SEC TREAS (EMCF) HOURS:57
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:WILLIAM F FLOYD TITLE:BOARD MEMBER (WWC) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JENELLE FOOTE TITLE:BOARD MEMBER (EHC) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOHN T FOX (SCH J-III) TITLE:BD MEMBER(EHC,TEC,ESJ,SJTRI) HOURS:27
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RUSSELL R FRENCH TITLE:BOARD MEMBER (EHC,ESJ,SJTRI) HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CHARLES B GINDEN TITLE:BD MEMBER (EHC,TEC,ESJ,SJTRI) HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOSEPH R GLADDEN TITLE:BOARD MEMBER (EHC) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOHN T GLOVER TITLE:BOARD MEMBER (EHC) HOURS:4
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT C GODDARD III TITLE:BOARD MEMBER (EHC,ESJ,SJTRI) HOURS:4
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SUSAN GRANT TITLE:BD MEMBER(WWC) FORMER OFF(EHC) HOURS:47
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KATHERINE HEILPERN, MD TITLE:BOARD MEMBER (EMCF,TEC) HOURS:25
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LAUREEN HILL, MD TITLE:BOARD MEMBER (EMCF) HOURS:15
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:IRA HOROWITZ, MD TITLE:BD MEMBER(EMCF),FORMER BD(TEC) HOURS:9
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHAEL ME JOHNS, MD TITLE:BOARD MEM(WWC) FORMER(EHC,TEC) HOURS:65
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:THEODORE JOHNSON, MD TITLE:BOARD MEMBER (WWC) HOURS:38
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:FADLO RAJA KHURI, MD TITLE:BOARD MEMBER (EMCF,TEC) HOURS:36
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CHRISTIAN P LARSEN, MD TITLE:BD MEM(EHC,EMCF)FORM OFF(EHC) HOURS:44
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:THOMAS J LAWLEY, MD TITLE:BOARD MEMBER(EHC,EMCF,TEC) HOURS:44
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ANGEL LEON, MD TITLE:BOARD MEMBER/FORMER OFF (EHC) HOURS:7
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ALLAN I LEVEY, MD TITLE:BD MEM(EMCF) FORM OFF (EHC) HOURS:42
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHAEL J MANDL(SCH J-III) TITLE:BOARD MEMBER(EHC,EI,ESJ,SJTRI) HOURS:65
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DOUGLAS E MATTOX, MD TITLE:BOARD MEMBER (EMCF) HOURS:17
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CAROLYN MELTZER, MD TITLE:BD MEMBER(EHC,EMCF)FOR OFF(EHC HOURS:38
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BROOKE MOORE TITLE:BOARD MEMBER (TEC) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DOUG C MORRIS, MD TITLE:BD MEMBER (EHC,TEC,ESJ,SJTRI) HOURS:7
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:TIMOTHY OLSEN, MD TITLE:BOARD MEMBER (EMCF, TEC) HOURS:36
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:GEORGE D OVEREND TITLE:BOARD MEMBER (EHC,TEC) HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:TRISTRAM G PARSLOW, MD TITLE:BD MEMBER(EMCF),FORMER BD(TEC) HOURS:22
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:J NEAL PURCELL TITLE:BOARD MEMBER (EHC,ESJ,SJTRI) HOURS:6
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:WENDELL S REILLY TITLE:BOARD MEMBER (WWC) HOURS:6
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOHN G RICE TITLE:BOARD MEMBER (EHC) HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CHAD RITENOUR, MD TITLE:BOARD MEMBER (EMCF) HOURS:11
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JAMES ROBERSON, MD TITLE:BD MEMBER(EMCF)/FOR BD MEM(TEC HOURS:21
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BARBARA J STOLL, MD TITLE:BD MEM (EMCF)/FORM OFF (EHC) HOURS:61
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT A SWERLICK, MD TITLE:BOARD MEMBER (EMCF) HOURS:30
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:GLENN D WARREN TITLE:BOARD MEMBER (WWC) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHAEL A WATSON TITLE:BOARD MEMBER (WWC) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SAM A WILLIAMS TITLE:BOARD MEMBER (EHC) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:WILLIAM BARBOUR TITLE:BOARD MEMBER (SJHA) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:GAYLEN KEMP BAXTER TITLE:BOARD MEMBER (SJHA) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SISTER MARGARET BEATTY TITLE:BOARD MEMBER (SJHA) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DONALD BROOKS TITLE:BOARD MEMBER (ESJ, SJTRI) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PHILIP COLETTI TITLE:BOARD MEMBER (ESJ, SJTRI,SJHA) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:STEPHEN EATON TITLE:BOARD MEMBER (EHC,ESJ,SJTRI) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DAVID FITZGERALD TITLE:BOARD MEMBER (SJHA) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SISTER JANE GERETY TITLE:BOARD MEMBER (EHC,ESJ,SJTRI) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RICHARD HANSEN, MD TITLE:BOARD MEMBER (ESJ,SJTRI) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JEFF LESESNE, MD TITLE:BOARD MEMBER (EHC) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:EARL LEWIS TITLE:BOARD MEMBER (EI) HOURS:65
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BOBBY MAYS TITLE:BOARD MEMBER (WWC) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:GERARD MCGORISK, MD TITLE:BOARD MEMBER (TEC) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SISTER CATHERINE MCGROARTY TITLE:BOARD MEMBER (SJHA) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KENNETH MELBY, MD TITLE:BOARD MEMBER (SJHA) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DOUGLAS MURPHY, MD TITLE:BOARD MEMBER (SJHA) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MARK RAPAPORT, MD TITLE:BOARD MEMBER (EMCF) HOURS:24
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SCOTT SCHMIDLY TITLE:CEO-SJHA HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BRUCE SIMMONS TITLE:BOARD MEMBER (SJHA) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SISTER JOGUES SMITH TITLE:BOARD MEMBER (SJHA) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROSALIA THOMAS TITLE:BOARD MEMBER (SJHA) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MARC UNTERMAN TITLE:BOARD MEMBER (SJHA) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:HOWARD WATTS TITLE:BOARD MEMBER (SJHA) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JERRY WILKINSON TITLE:BOARD MEMBER (SJHA) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT WINDBORNE TITLE:BOARD MEMBER (ESJ,SJHA,SJTRI) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LISA D'AGOSTINO TITLE:SECRETARY(TEC) HOURS:40
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JAMES T HATCHER TITLE:TREAS(ESJ),FORMER OFFICER(EHC) HOURS:47
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LYNN JOHNSON TITLE:SEC/TREASURER (WWC) HOURS:44
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JANE JORDAN CASAVANT TITLE:SECRETARY (EHC,ESJ) HOURS:30
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KEVIN BRENAN TITLE:TREASURER (SJTRI, SJHA) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PAUL JUSTICE TITLE:SECRETARY (SJTRI,SJHA) HOURS:30
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CRAIG MCCOY TITLE:CEO-EJC HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MELINDA SIMON TITLE:SECRETARY (EI) HOURS:44
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JACK TILLMAN TITLE:EXEC DIR(EI), INT PRES (SJTRI) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT W BRUCE JR, MD TITLE:PHYSICIAN HOURS:5
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOHN M RHEE, MD TITLE:PHYSICIAN HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOHN XEROGEANES, MD TITLE:PHYSICIAN HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SHERVIN OSKOUEI, MD TITLE:PHYSICIAN HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SANGWOOK TIM YOON, MD TITLE:PHYSICIAN HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CLAUDIA R ADKISON TITLE:FORMER BOARD MEMBER (EMCF) HOURS:60
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SARA L BERGA, MD TITLE:FORMER BOARD MEMBER(EHC,EMCF) HOURS:30
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ALBERT K BLACKWELDER TITLE:FORMER BOARD MEMBER (WWC) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LAWRENCE W DAVIS, MD TITLE:FORMER BOARD MEMBER (EMCF) HOURS:10
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LUCKY JAIN, MD TITLE:FORMER BD MEMBER/OFFICER (EHC) HOURS:60
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:STEVEN LEVY, MD TITLE:FORMER BOARD MEMBER (EMCF) HOURS:50
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BRIAN LEYLAND-JONES,MD TITLE:FORMER BOARD MEMBER (EMCF) HOURS:58
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LAWRENCE J LUTZ, MD TITLE:FORMER BOARD MEMBER (EMCF) HOURS:30
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:FRAY F MARSHALL, MD TITLE:FORMER BOARD MEMBER (EMCF) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:FRED SANFILIPPO, MD TITLE:FOR BD MEM (EHC,EMCF,TEC,WWC) HOURS:36
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:WILLIAM C WOOD, MD TITLE:FORMER BOARD MEMBER (EMCF,TEC) HOURS:21
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JAMES ZAIDAN, MD TITLE:FORMER BOARD MEMBER (EMCF) HOURS:16
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:WILLIAM BORNSTEIN, MD TITLE:FORMER OFFICER (EHC) HOURS:44
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DALLIS HOWARD CROW TITLE:FORMER OFFICER (EHC) HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RONNIE L JOWERS TITLE:FORMER OFFICER (EHC) HOURS:31
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:GARY TEAL TITLE:FORMER OFFICER (EHC) HOURS:60
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
EMORY GROUP RETURN
 
Employer identification number

90-0790361
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity







(1) EMORY SPECIALTY ASSOCIATES LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
20-4700877 		MD PRACTICE GA 82,210,300 1,503,180 NA
 
(2) DIALYSIS ACCESS CENTER OF ATLANTA LLC
1365 CLIFTON ROAD
ATLANTA,GA30322
14-1862166 		BILLING GA 0 0 NA
 
(3) EMORY DIALYSIS LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
26-4296847 		BILLING GA 20,273,270 11,601,170 NA
 
(4) EMORY MEDICAL GROUP LLC
1365 CLIFTON ROAD
ATLANTA,GA30322
20-8281993 		BILLING GA 0 0 NA
 
(5) EMORY PEDIATRICS LLC
1365 CLIFTON ROAD
ATLANTA,GA30322
58-2619196 		BILLING GA 0 0 NA
 
(6) EMORY PHYSICAL THERAPY LLC
1365 CLIFTON ROAD
ATLANTA,GA30322
20-0174459 		BILLING GA 6,770,910 0 NA
 
(7) EMORY SELECT SERVICES LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
27-3126414 		BILLING GA 2,534,202 0 NA
 
(8) EMORY CLINICALLY INTEGRATED NETWORK LLC
201 DOWMAN DRIVE 102 ADMIN
ATLANTA,GA30322
45-4610047 		SEE PART VII GA 2,789 0 NA
 
(9) EMORY PATIENT-CENTERED PRIMARY CARE LLC
1365 CLIFTON ROAD
ATLANTA,GA30322
45-2665462 		BILLING GA 1,504,973 0 NA
 
(10) DRUG INNOVATION VENTURES AT EMORY LLC
201 DOWMAN DRIVE 101 ADMIN
ATLANTA,GA30322
45-5372942 		SEE PART VII GA 0 0 NA
 
(11) EHCA JOHNS CREEK LLC
201 DOWMAN DRIVE 101 ADMIN
ATLANTA,GA30322
58-2433436 		HOSPITAL GA 0 0 NA
 
(12) EMORY JOHNS CREEK PHYSICIANS LLC
1365 CLIFTON ROAD
ATLANTA,GA30322
80-0435462 		SEE PART VII GA 711,443 9,045 NA
 
(13) JOHNS CREEK FAMILY PHYSICIANS LLC
4049 PEACHTREE INDUSTRIAL BLVD SUIT
NORCROSS,GA30071
35-2345865 		SEE PART VII GA 896,756 16,632 NA
 
(14) EHCA JOHNS CREEK RADIATION THERAPY LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
36-4635047 		BILLING GA 0 0 NA
 
(15) THE MEDICAL GROUP OF SAINT JOSEPH'S LLC
5669 PEACHTREE DUNWOODY ROAD
ATLANTA,GA30342
26-0857111 		SEE PART VII GA 10,897,565 -942,032 NA
 
(16) SEE PART VII - #1
6335 HOSPITAL PARKWAY
JOHNS CREEK,GA30097
80-0508326 		SEE PART VII GA 910,824 21,606 NA
 
(17) SEE PART VII - #2
5673 PEACHTREE DUNWOODY ROAD
ATLANTA,GA303421769
27-3244547 		SEE PART VII GA 4,038,157 0 NA
 
(18) SEE PART VII - #3
5673 PEACHTREE DUNWOODY ROAD
ATLANTA,GA303421769
27-1445338 		SEE PART VII GA 15,487,666 -1,938,652 NA
 
(19) EHCJOC HOLDINGS LLC
6325 HOSPITAL PARKWAY
JOHNS CREEK,GA30097
58-2137993 		SEE PART VII GA 0 0 NA
 
(20) EHCA JOHNS CREEK HOLDINGS LLC
6325 HOSPITAL PARKWAY
JOHNS CREEK,GA30097
45-2721833 		SEE PART VII GA 0 0 NA
 
Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) EMORY UNIVERSITY

1599 CLIFTON ROAD 3RD FLOOR ROOM

ATLANTA,GA30322
58-0566256 		EDUCATION GA 501(C)(3) 2 NA
 
 
No
(2) EMORY-CHILDREN'S CENTER INC

2015 UPPERGATE DRIVE NE

ATLANTA,GA30322
58-2298500 		SEE PART VII GA 501(C)(3) 9 SEE PART VII
 
Yes
 
(3) EMORY MEDICAL LABORATORIES INC

1364 CLIFTON ROAD NE

ATLANTA,GA30322
01-0553460 		SEE PART VII GA 501(C)(3) 3 NA
 
 
No
(4) FOUNDATION OF WESLEY WOODS INC

1817 CLIFTON ROAD NE

ATLANTA,GA30329
58-1543164 		SEE PART VII GA 501(C)(3) 11.C NA
 
 
No
(5) WESLEY WOODS LONG TERM HOSPITALINC

1821 CLIFTON ROAD NE

ATLANTA,GA30329
58-2311078 		SEE PART VII GA 501(C)(3) 3 NA
 
 
No




For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) CLIFTON CASUALTY INSURANCE COMPANY LTD
PO BOX 1051 23 LIME TREE BAY AVE
GRAND CAYMAN,CAYMAN ISLANDSKY1-1102 CJ
CJ
CAPTIVE INSURANCE CJ EMORYHEALTHCARE
  		C Corp -3,754,306 134,989,222 100.000 %
(2) ACTX INC
5673 PEAACHTREE DUNWOODY ROAD
ATLANTA,GA303421769
83-0345672 		MEDICAL RESEARCH GA SEE PART VII
  		C CORP 0 5,017,256 76.760 %
(3) SAINT JOSEPH'S SERVICE CORPORATION
56373 PEACHTREE DUNWOODY ROAD
ATLANTA,GA303421769
58-1750815 		PHARMACY GA SEE PART VII
  		C CORP 651,667 1,814,009 100.000 %
(4) SEE PART VII - #4
5673 PEACHTREE DUNWOODY ROAD
ATLANTA,GA303421769
58-1657768 		REAL ESTATE MGMT GA SEE PART VII
  		C CORP 443,026 1,048,618 100.000 %






Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) EMORY-CHILDREN'S CENTER INC

 Q 10,037,509 FMV
(1)
(2)
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
IDENTIFICATION OF DISREGARDED ENTITIES SCHEDULE R, PART I COLUMN A - NAME: #1 - EMORY JOHNS CREEK OBSTETRICS & GYNECOLOGY, LLC #2 - PEACHTREE CARDIOVASCULAR SURGEONS AT SAINT JOSEPH'S, LLC #3 - SOUTHEASTERN GYNECOLOGIC ONCOLOGY AT SAINT JOSEPH'S, LLC COLUMN B - PRIMARY ACTIVITY: EMORY CLINCALLY INTEGRATED NETWORK, LLC - INTEGRATED NETWORK OF HEALTHCARE PROVIDERS DRUG INNOVATION VENTURES AT EMORY, LLC - DRUG DEVELOPMENT EMORY JOHNS CREEK PHYSICIANS, LLC - PHYSICIAN PRACTICE JOHNS CREEK FAMILY PHYSICIANS, LLC - PHYSICIAN PRACTICE THE MEDICAL GROUP OF SAINT JOSEPH'S, LLC - PHYSICIAN PRACTICE #1 - EMORY JOHNS CREEK OBSTETRICS & GYNECOLOGY, LLC - PHYSICIAN PRACTICE #2 - PEACHTREE CARDIOVASCULAR SURGEONS AT SAINT JOSEPH'S, LLC - PHYSICIAN PRACTICE #3 - SOUTHEASTERN GYNECOLOGIC ONCOLOGY AT SAINT JOSEPH'S, LLC - PHYSICIAN PRACTICE EHC/JOC HOLDINGS, LLC - HOLDING COMPANY EHCA JOHNS CREEK HOLDINGS, LLC - HOLDING COMPANY
IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS SCHEDULE R, PART II COLUMN B - PRIMARY ACTIVITY: EMORY-CHILDREN'S CENTER, INC. - PEDIATRIC MD PRACTICE EMORY MEDICAL LABORATORIES, INC. - MD CARE PRACTICE FOUNDATION OF WESLEY WOODS, INC. - CHARITABLE CARE WESLEY WOODS LONG TERM HOSPITAL, INC. - LONG TERM ACURE CARE MEDICAL SERVICES COLUMN F - DIRECT CONTROLLING ENTITY: EMORY-CHILDREN'S CENTER, INC. - EMORY HEALTHCARE, INC.
IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST SCHEDULE R, PART IV COLUMN A - NAME #4 - SAINT JOSEPH'S REAL ESTATE MANAGEMENT CORPORATION COLUMN D - DIRECT CONTROLLING ENTITY: ACTX, INC. - SAINT JOSEPH'S RESEARCH INSTITUTE SAINT JOSEPH'S SERVICE CORPORATION - EMORY/SAINT JOSEPH'S, INC. SAINT JOSEPH'S REAL ESTATE MANAGEMENT CORPORATION - SAINT JOSEPH'S SERVICE CORPORATION
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