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 private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 09-01-2013 , 2013, and ending 08-31-2014
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
Suite 309
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30322
D Employer identification number

90-0790361
E Telephone number

G Gross receipts $ 1,491,071,267
F Name and address of principal officer:
MICHAEL J MANDL
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
subordinates?
H(b)
Are all subordinates
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) ........ 3 109
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 41
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 16,859
6 Total number of volunteers (estimate if necessary) ............. 6 1,500
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  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 599,453 942,746
9 Program service revenue (Part VIII, line 2g) ......... 1,295,134,979 1,410,033,137
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,938,383 2,637,399
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 44,740,136 77,457,985
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,342,412,951 1,491,071,267
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) 910,190,077 995,135,623
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–24e).... 499,214,559 528,862,387
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,409,404,636 1,523,998,010
19 Revenue less expenses. Subtract line 18 from line 12....... -66,991,685 -32,926,743
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 531,649,306 507,935,787
21 Total liabilities (Part X, line 26)............. 435,182,058 436,677,942
22 Net assets or fund balances. Subtract line 21 from line 20..... 96,467,248 71,257,845
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 MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line 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 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 $ 651,750,485 including grants of $   ) (Revenue $ 700,014,180 )
THE EMORY CLINIC, INC. SEE SCHEDULE O.
4b (Code:   ) (Expenses $ 466,628,187 including grants of $   ) (Revenue $ 499,960,652 )
EMORY/SAINT JOSEPH'S, INC. SEE SCHEDULE O.
4c (Code:   ) (Expenses $ 76,129,135 including grants of $   ) (Revenue $ 85,305,228 )
EMORY MEDICAL CARE FOUNDATION, INC. SEE SCHEDULE O.
(Code:   ) (Expenses $ 130,529,721 including grants of $   ) (Revenue $ 72,105,990 )
EMORY HEALTHCARE, INC.
(Code:   ) (Expenses $ 51,301,529 including grants of $   ) (Revenue $ 47,327,826 )
WESLEY WOODS CENTER OF EMORY UNIVERSITY, INC.
(Code:   ) (Expenses $ 1,402,386 including grants of $   ) (Revenue $ 18,838,250 )
EMORY INNOVATIONS, INC.
(Code:   ) (Expenses $ 64,030,134 including grants of $   ) (Revenue $ 63,938,996 )
EMORY-CHILDREN'S CENTER, INC.
4d Other program services (Describe in Schedule O.)
(Expenses $ 247,263,770 including grants of $   ) (Revenue $ 202,211,062 )
4e Total program service expensesMediumBullet1,441,771,577
Form 990 (2013)
Form 990 (2013)
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 (see instructions)? 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, or have a section 501(h) election in effect during the tax year? 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 for escrow or custodial account liability; 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
Yes
 
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, line 10?
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 VIIClick 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 VIIIClick 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 IXClick 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 XClick 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 XClick 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 and XII 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 and XII 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, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
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 (see instructions)....
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 hospital facilities? 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 statements to this return? Click to see attachment
20b
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government 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 or 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, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
Yes
 
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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, 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 direct or indirect 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, Part II, III, or IV, and Part 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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
1,374
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
16,859
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” to line 3b, 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, securities account, or other financial 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 as charitable contributions?...
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
 
No
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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
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 or note to any line 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 .....................
1a
109
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
41
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 this 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:
MediumBulletJAMES T HATCHER550 PEACHTREE STREET NEATLANTAGA30308 (404) 686-7519
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) J DAVID ALLEN........................................................................
BOARD MEMBER (EHC,TEC)
 2.0
.......................3.0 		X           0 0 0
(2) ELLEN A BAILEY........................................................................
BOARD MEMBER (EHC,TEC,WWC)
 3.0
.......................0.0 		X           0 0 0
(3) DANIEL L BARROW MD........................................................................
BOARD MEMBER(EMCF),FORMER(TEC)
 50.0
.......................11.0 		X           1,051,124 231,805 38,152
(4) DAVID E BOYD........................................................................
BOARD MEMBER (WWC)
 1.0
.......................0.0 		X           0 0 0
(5) FRANK W BROWN MD........................................................................
BOARD MEMBER (WWC)
 54.0
.......................7.0 		X           228,783 25,652 16,725
(6) DONALD I BRUNN........................................................................
BD MEM(TEC,ECC)FORM OFF(EHC)
 62.0
.......................0.0 		X   X       646,624 0 107,398
(7) DAVID T BURKE MD........................................................................
BOARD MEMBER (EMCF)
 36.0
.......................25.0 		X           267,362 189,089 39,677
(8) WRIGHT CAUGHMAN MD........................................................................
BD(EHC,TEC,EI,ECC)FORMER(EMCF)
 35.0
.......................35.0 		X   X       933,788 819,443 260,314
(9) WALTER J CURRAN MD........................................................................
BOARD MEMBER(EMCF) FORMER(TEC)
 25.0
.......................36.0 		X           427,132 672,781 42,626
(10) J WILLIAM ELEY MD........................................................................
BOARD MEMBER/SEC TREAS (EMCF)
 4.0
.......................57.0 		X   X       16,530 322,125 34,510
(11) JOHN T FOX........................................................................
BD MEM(EHC,TEC,ESJ,T3)FORM(ECC
 44.0
.......................25.0 		X   X       1,314,486 404,588 558,708
(12) RUSSELL R FRENCH........................................................................
BOARD MEMBER (EHC,ESJ,T3)
 3.0
.......................3.0 		X           0 0 0
(13) CHARLES B GINDEN........................................................................
BD MEMBER (EHC,TEC,ESJ,T3)
 4.0
.......................0.0 		X           0 0 0
(14) JOSEPH R GLADDEN........................................................................
BOARD MEMBER (EHC)
 1.0
.......................0.0 		X           0 0 0
(15) JOHN T GLOVER........................................................................
BOARD MEMBER (EHC)
 1.0
.......................1.0 		X           0 0 0
(16) ROBERT C GODDARD III........................................................................
BOARD MEMBER (EHC,ESJ,T3)
 3.0
.......................2.0 		X           0 0 0
(17) KATHERINE HEILPERN MD........................................................................
BD MEM(EMCF,EHC)FORMER BD(TEC)
 37.0
.......................25.0 		X           340,939 356,809 35,016
Form 990 (2013)
Form 990 (2013)
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 (list any hours for related organizations below dotted line) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) LAUREEN HILL MD........................................................................
BOARD MEMBER (EMCF)
 46.0
.......................15.0 		X           528,978 180,485 28,395
(19) IRA HOROWITZ MD........................................................................
BD MEM(EMCF,EHC)FORMER BD(TEC)
 50.0
.......................12.0 		X           498,793 161,103 41,673
(20) FADLO RAJA KHURI MD........................................................................
BOARD MEMBER (EMCF,TEC)
 26.0
.......................36.0 		X           283,650 383,279 128,553
(21) CHRISTIAN P LARSEN MD........................................................................
BD MEM(EHC,EMCF,TEC)FORM(ECC)
 21.0
.......................42.0 		X           381,063 776,760 48,629
(22) ALLAN I LEVEY MD........................................................................
BOARD MEMBER(EMCF)
 19.0
.......................42.0 		X           176,087 374,983 41,975
(23) MICHAEL J MANDL........................................................................
BOARD MEMBER(EHC,EI,ESJ,T3)
 4.0
.......................65.0 		X           0 963,015 115,694
(24) DOUGLAS E MATTOX MD........................................................................
BOARD MEMBER (EMCF)
 49.0
.......................12.0 		X           479,025 147,728 40,747
(25) CAROLYN MELTZER MD........................................................................
BD MEM(EMCF)FOR BD/OFF(EHC)
 21.0
.......................40.0 		X           256,655 435,996 38,533
(26) BROOKE MOORE........................................................................
BOARD MEMBER (TEC)
 61.0
.......................0.0 		X   X       266,590 0 28,327
(27) DOUG C MORRIS MD........................................................................
BD MEMBER (EHC,TEC,ESJ,T3)
 57.0
.......................7.0 		X   X       863,360 73,385 32,452
(28) TIMOTHY OLSEN MD........................................................................
BOARD MEMBER (EMCF, TEC)
 26.0
.......................36.0 		X           302,698 438,642 48,703
(29) GEORGE D OVEREND........................................................................
BOARD MEMBER (EHC,TEC)
 2.0
.......................0.0 		X           0 0 0
(30) TRISTRAM G PARSLOW MD........................................................................
BD MEMBER(EMCF),FORMER BD(TEC)
 39.0
.......................22.0 		X           419,032 259,870 31,019
(31) J NEAL PURCELL........................................................................
BOARD MEMBER (EHC,ESJ,T3)
 3.0
.......................4.0 		X           0 0 0
(32) WENDELL S REILLY........................................................................
BOARD MEMBER (WWC)
 1.0
.......................3.0 		X           0 0 0
(33) JOHN G RICE........................................................................
BOARD MEMBER (EHC)
 1.0
.......................1.0 		X           0 0 0
(34) JAMES ROBERSON MD........................................................................
BOARD MEMBER(EMCF)
 49.0
.......................12.0 		X           885,197 223,192 35,422
(35) BARBARA J STOLL MD........................................................................
BD MEM(EMCF,ECC)/FORM OFF(EHC)
 12.0
.......................50.0 		X           48,573 237,225 34,856
(36) ROBERT A SWERLICK MD........................................................................
BOARD MEMBER (EMCF)
 31.0
.......................30.0 		X           173,520 181,147 41,607
(37) GLENN D WARREN........................................................................
BOARD MEMBER (WWC)
 1.0
.......................0.0 		X           0 0 0
(38) MICHAEL A WATSON........................................................................
BOARD MEMBER (WWC)
 1.0
.......................0.0 		X           0 0 0
(39) SAM A WILLIAMS........................................................................
BOARD MEMBER (EHC)
 1.0
.......................0.0 		X           0 0 0
(40) DONALD BROOKS........................................................................
BOARD MEMBER (ESJ,EHC,T3)
 3.0
.......................0.0 		X           0 0 0
(41) PHILIP COLETTI........................................................................
BOARD MEMBER (ESJ, T3,SJHA)
 3.0
.......................0.0 		X           0 0 0
(42) STEPHEN EATON........................................................................
BOARD MEMBER (EHC,ESJ,T3)
 3.0
.......................0.0 		X           0 0 0
(43) DAVID FITZGERALD........................................................................
BOARD MEMBER (SJHA)
 1.0
.......................0.0 		X           0 0 0
(44) SISTER JANE GERETY........................................................................
BOARD MEMBER (EHC,ESJ,T3)
 3.0
.......................0.0 		X           0 0 0
(45) RICHARD HANSEN MD........................................................................
BOARD MEMBER (ESJ,T3)
 62.0
.......................0.0 		X           344,807 0 14,666
(46) JEFF LESESNE MD........................................................................
BOARD MEMBER (EHC)
 61.0
.......................0.0 		X           222,500 0 33,626
(47) BOBBY MAYS........................................................................
BOARD MEMBER (WWC)
 1.0
.......................0.0 		X           0 0 0
(48) CRAIG MCCOY........................................................................
BD MEMBER & CEO (SJHA)
 61.0
.......................0.0 		X   X       383,482 0 80,403
(49) GERARD MCGORISK MD........................................................................
BOARD MEMBER (TEC)
 59.0
.......................2.0 		X           443,645 18 35,675
(50) MARK RAPAPORT MD........................................................................
BOARD MEMBER (EMCF)
 17.0
.......................44.0 		X           156,786 454,681 43,397
(51) SCOTT SCHMIDLY........................................................................
BD MEMBER & CEO (SJHA)
 61.0
.......................0.0 		X   X       471,038 0 94,192
(52) BRUCE SIMMONS........................................................................
BOARD MEMBER (SJHA)
 1.0
.......................0.0 		X           0 0 0
(53) ROSALIA THOMAS........................................................................
BOARD MEMBER (SJHA)
 1.0
.......................0.0 		X           0 0 0
(54) SISTER MARGARET BEATTY........................................................................
BOARD MEMBER (SJHA)
 1.0
.......................0.0 		X           0 0 0
(55) DONNA BERGESON........................................................................
BOARD MEMBER (SJHA)
 1.0
.......................0.0 		X           0 0 0
(56) SISTER ANGELA EBBERWEIN........................................................................
BOARD MEMBER (SJHA)
 1.0
.......................0.0 		X           0 0 0
(57) CHARLES R FINLEY MD........................................................................
BOARD MEMBER (EHC)
 1.0
.......................0.0 		X           0 0 0
(58) ROBERT FITZGERALD........................................................................
BOARD MEMBER (SJHA)
 1.0
.......................0.0 		X           0 0 0
(59) CONSTANTINOS HADJIPANAYIS MD........................................................................
BOARD MEMBER (EHC)
 61.0
.......................0.0 		X           509,946 88,608 36,423
(60) KAY KIRKPATRICK........................................................................
BOARD MEMBER (SJHA)
 1.0
.......................0.0 		X           0 0 0
(61) TOM MCGAHAN........................................................................
BOARD MEMBER (SJHA)
 1.0
.......................0.0 		X           0 0 0
(62) MARTIN G SANDA MD........................................................................
BOARD MEMBER (EMCF)
 29.0
.......................32.0 		X           255,822 301,077 36,044
(63) CHARLES STALEY MD........................................................................
BOARD MEMBER (TEC)
 61.0
.......................0.0 		X           384,582 18,486 36,441
(64) DAVID STEPHENS MD........................................................................
BOARD MEMBER (EMCF)
 1.0
.......................60.0 		X           14,930 556,161 24,929
(65) CLAIRE STERK........................................................................
BOARD MEMBER (EI)
 1.0
.......................65.0 		X           0 652,376 25,670
(66) JOHN F SWEENEY MD........................................................................
BOARD MEMBER (EMCF)
 26.0
.......................35.0 		X           314,623 410,716 39,632
(67) E THOMAS ANDREWS........................................................................
BOARD MEMBER (ESJ, T3)
 2.0
.......................0.0 		X           0 0 0
(68) BENJAMIN R CARTER........................................................................
BOARD MEMBER (ESJ, T3)
 2.0
.......................0.0 		X           0 0 0
(69) DAVID MARSHALL GUIDOT........................................................................
BOARD MEMBER (EHC)
 61.0
.......................0.0 		X           3,677 143,054 12,889
(70) LEON HALEY JR........................................................................
BOARD MEMBER (EMCF)
 61.0
.......................0.0 		X           8,365 408,896 43,978
(71) SAGAR LONIAL MD........................................................................
BOARD MEMBER (EHC)
 41.0
.......................20.0 		X           234,305 120,623 21,686
(72) JAMES T HATCHER........................................................................
TREAS(ESJ),FORMER OFFICER(EHC)
 30.0
.......................30.0 		    X       739,042 0 37,545
(73) LYNN JOHNSON........................................................................
SEC/TREASURER (WWC)
 1.0
.......................44.0 		    X       208,022 0 27,257
(74) JANE JORDAN CASAVANT........................................................................
SECRETARY (EHC,ESJ,TEC)
 30.0
.......................30.0 		    X       21,739 288,817 44,498
(75) MELINDA SIMON........................................................................
SECRETARY (EI)
 1.0
.......................44.0 		    X       0 173,032 17,032
(76) JOHN THOMAS TILLMAN........................................................................
EXEC DIR(EI),FORM OFFICER (T3)
 60.0
.......................0.0 		    X       37,998 203,922 38,958
(77) MICHAEL ANDRECHAK........................................................................
TREASURER (EI)
 60.0
.......................0.0 		    X       0 0 0
(78) JOHN M RHEE MD........................................................................
PHYSICIAN
 60.0
.......................0.0 		        X   1,693,392 0 32,334
(79) JOHN XEROGEANES MD........................................................................
PHYSICIAN
 60.0
.......................0.0 		        X   1,365,569 0 33,397
(80) SHERVIN OSKOUEI MD........................................................................
PHYSICIAN
 60.0
.......................0.0 		        X   1,617,547 0 33,281
(81) MINA AYAD JACOB MD........................................................................
PHYSICIAN
 60.0
.......................0.0 		        X   1,155,161 0 11,848
(82) SPERO G KARAS MD........................................................................
PHYSICIAN
 60.0
.......................0.0 		        X   1,126,914 0 33,755
(83) CLAUDIA R ADKISON........................................................................
FORMER BOARD MEMBER (EMCF)
 0.0
.......................60.0 		          X 0 125,000 0
(84) R WAYNE ALEXANDER MD........................................................................
FORMER BOARD MEMBER(EMCF,TEC)
 24.0
.......................36.0 		          X 265,905 395,349 36,879
(85) TIMOTHY BUCHMAN MD........................................................................
FORMER BOARD MEMBER (EHC)
 56.0
.......................4.0 		          X 558,210 58,620 32,538
(86) GRANT W CARLSON MD........................................................................
FORMER BOARD MEMBER (TEC)
 46.0
.......................14.0 		          X 479,362 106,976 33,064
(87) WILLIAM J CASARELLA MD........................................................................
FORMER BOARD MEMBER (EMCF)
 0.0
.......................60.0 		          X 0 111,606 19,015
(88) SUSAN GRANT........................................................................
FORMER BD(WWC) FORMER OFF(EHC)
 31.0
.......................30.0 		          X 249,441 283,053 87,515
(89) LUCKY JAIN MD........................................................................
FORMER BD MEMBER/OFFICER (EHC)
 43.0
.......................17.0 		          X 110,020 174,147 31,610
(90) MICHAEL M E JOHNS MD........................................................................
FORMER BD MEMBER(EHC,TEC,WWC)
 0.0
.......................60.0 		          X 0 285,961 34,637
(91) THEODORE JOHNSON MD........................................................................
FORMER BOARD MEMBER (WWC)
 13.0
.......................47.0 		          X 56,200 187,554 48,242
(92) THOMAS J LAWLEY MD........................................................................
FORMER BD(EHC,EMCF,TEC,ECC)
 20.0
.......................40.0 		          X 0 770,545 53,877
(93) ANGEL LEON MD........................................................................
FORMER BD MEM/OFF (EHC)
 54.0
.......................6.0 		          X 559,320 44,435 28,511
(94) STEVEN LEVY MD........................................................................
FORMER BOARD MEMBER (EMCF)
 7.0
.......................53.0 		          X 85,222 180,853 34,128
(95) LAWRENCE J LUTZ MD........................................................................
FORMER BOARD MEMBER (EMCF)
 30.0
.......................30.0 		          X 143,196 145,014 32,047
(96) CHAD RITENOUR MD........................................................................
FORMER BOARD MEMBER (EMCF)
 47.0
.......................13.0 		          X 184,193 60,220 24,164
(97) FRED SANFILIPPO MD........................................................................
FORM BD(EHC,EMCF,TEC,WWC,ECC)
 0.0
.......................50.0 		          X 0 319,485 39,752
(98) JAMES ZAIDAN MD........................................................................
FORMER BOARD MEMBER (EMCF)
 50.0
.......................10.0 		          X 297,503 89,326 30,724
(99) KENNETH MELBY MD........................................................................
FORMER BOARD MEMBER (SJHA)
 60.0
.......................0.0 		          X 432,967 0 26,522
(100) DOUGLAS MURPHY MD........................................................................
FORMER BOARD MEMBER (SJHA)
 60.0
.......................0.0 		          X 1,018,686 402 40,983
(101) GREG ESPER MD........................................................................
FORMER BOARD MEMBER (TEC)
 60.0
.......................0.0 		          X 374,098 0 38,121
(102) WILLIAM BORNSTEIN MD........................................................................
FORMER OFFICER (EHC)
 42.0
.......................18.0 		          X 554,575 231,032 41,762
(103) LISA D'AGOSTINO........................................................................
FORMER OFFICER (TEC)
 5.0
.......................40.0 		          X 0 106,722 15,493
(104) DALLIS HOWARD CROW........................................................................
FORMER OFFICER (EHC)
 60.0
.......................0.0 		          X 517,897 0 95,088
(105) RONNIE L JOWERS........................................................................
FORMER OFFICER (EHC)
 27.0
.......................33.0 		          X 310,452 334,662 54,623
(106) GARY TEAL........................................................................
FORMER OFFICER (EHC)
  
.......................60.0 		          X 0 399,310 41,866
(107) KEVIN BRENAN........................................................................
FORMER OFFICER(T3,SJHA)
 60.0
.......................0.0 		          X 359,128 0 39,367
(108) PAUL JUSTICE........................................................................
FORMER OFFICER (T3,SJHA)
 30.0
.......................30.0 		          X 0 169,918 25,860
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 29,060,256 16,259,759 3,745,655
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet1,309
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 7710TIFTONGA31793 HEALTHCARE PROF SVC 10,048,607
STRUCTOR GROUP, 120 INTERSTATE NORTH PARKWAY SOUTHEATLANTAGA30339 CONSTRUCTION 9,768,917
PHYSICIAN SPECIALISTS IN ANESTHESIA, 5671 PEACHTREE DUNWOODY RD SUITE 6ATLANTAGA30342 HEALTHCARE PROF SVC 4,707,337
VARIAN MEDICAL SYSTEMS INC, 70140 NETWORK PLACECHICAGOIL60673 HEALTHCARE PROF SVC 3,409,970
TRIAGE, 221 MAIN STREET SUITE 1100SAN FRANCISCOCA94105 HEALTHCARE PROF SVC 3,058,132
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet195
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		942,746
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 942,746
Program Service RevenueAmt Business Code
2a NET PHYSICIAN SERVICES REVENUE 900099 85,305,228 85,305,228    
b NET PATIENT SERVICE REVENUE 900099 1,225,026,831 1,225,026,831    
c OTHER OPERATING REVENUE 900099 98,815,394 98,815,394    
d MEDICAL DIRECTOR REVENUE-NON EMORY 900099 885,684 885,684    
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 1,410,033,137
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 2,637,399     2,637,399
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) 0 0
d Net rental income or (loss).......MediumBullet 0      
(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 900099 79,254,733 79,254,733    
b CAFETERIA INCOME 900099 2,813,710 2,813,710    
c OTHER 900099 -4,610,458 -4,610,458    
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 77,457,985
12 Total revenue. See Instructions......MediumBullet 1,491,071,267 1,487,491,122   2,637,399
Form 990 (2013)
Form 990 (2013)
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).Check if Schedule O contains a response or note to any line 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 .... 18,844,751 18,425,550 419,201  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 4,535,016 4,434,135 100,881  
7 Other salaries and wages 815,709,184 797,563,246 18,145,938  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 0      
9 Other employee benefits ....... 156,046,672 149,299,313 6,747,359  
10 Payroll taxes ........... 0      
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 4,064,190 2,858,626 1,205,564  
c Accounting ........... 501,364 32,960 468,404  
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 27,533,399 11,743,692 15,789,707  
12 Advertising and promotion .... 0      
13 Office expenses ....... 0      
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 107,821,882 104,823,828 2,998,054  
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 ........... 12,353,225 12,479,472 -126,247  
21 Payments to affiliates ....... 110,958,879 99,832,548 11,126,331  
22 Depreciation, depletion, and amortization ..... 53,134,436 50,483,515 2,650,921  
23 Insurance .............. -6,980,278 -8,204,666 1,224,388  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a BAD DEBT EXPENSE 99,964,959 99,890,337 74,622  
b PURCHASED SERVICES 90,295,488 86,176,412 4,119,076  
c SUPPLIES 166,561,275 166,235,780 325,495  
d REIMBURSEMENTS -55,968,580 -56,253,535 284,955  
e All other expenses -81,377,852 -98,049,636 16,671,784  
25 Total functional expenses. Add lines 1 through 24e 1,523,998,010 1,441,771,577 82,226,433 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 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. -182,383,666 1 -233,573,690
2 Savings and temporary cash investments ......... 58,085,950 2 58,877,113
3 Pledges and grants receivable, net ........... 0 3 0
4 Accounts receivable, net ............. 141,879,464 4 179,294,206
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 3,577,105 8 4,433,478
9 Prepaid expenses and deferred charges .......... 8,615,288 9 9,223,479
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,050,570,847
b Less: accumulated depreciation ..... 10b 634,954,942 411,296,167 10c 415,615,905
11 Investments—publicly traded securities .......... 29,123,490 11 25,176,610
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 ........... 61,455,508 15 48,888,686
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 531,649,306 16 507,935,787
Liabilities 17 Accounts payable and accrued expenses ......... 94,344,358 17 95,240,606
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 322,709 19 143,015
20 Tax-exempt bond liabilities ............. 7,089,677 20 7,241,337
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other 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.................... 333,425,314 25 334,052,984
26 Total liabilities. Add lines 17 through 25......... 435,182,058 26 436,677,942
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 90,123,675 27 64,526,755
28 Temporarily restricted net assets ........... 5,583,573 28 5,971,090
29 Permanently restricted net assets ........... 760,000 29 760,000
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 96,467,248 33 71,257,845
34 Total liabilities and net assets/fund balances ........ 531,649,306 34 507,935,787
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,491,071,267
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,523,998,010
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-32,926,743
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
96,467,248
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
7,717,340
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
71,257,845
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
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.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 supported organization? ................
11g(i)
 
No
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
(A) EMORY UNIVERSITY
  		580566256 02 Yes           76,772,573
Total 76,772,573

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 0 0 112,263 0 1 112,264
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......   603,333,699 687,396,201 705,834,240 726,232,265 2,722,796,405
3 Gross receipts from activities that are not an unrelated trade or business under section 513..           0
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...           0
5 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
6 Total. Add lines 1 through 5. 0 603,333,699 687,508,464 705,834,240 726,232,266 2,722,908,669
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...           0
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
c Add lines 7a and 7b..           0
8 Public support (Subtract line 7c from line 6.) 2,722,908,669
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6... 0 603,333,699 687,508,464 705,834,240 726,232,266 2,722,908,669
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..   1,199,360 1,300,302 6,916 1,755,922 4,262,500
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.           0
c Add lines 10a and 10b.   1,199,360 1,300,302 6,916 1,755,922 4,262,500
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.           0
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..   29,422,949   29,292,082 92,535 58,807,566
13 Total support. (Add lines 9, 10c, 11, and 12.).. 0 633,956,008 688,808,766 735,133,238 728,080,723 2,785,978,735
14
Section C. Computation of Public Support Percentage
15
15
97.736 %
16
16
97.025 %
Section D. Computation of Investment Income Percentage
17
17
0.153 %
18
18
0.122 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the 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 its Form 990PF, Part I, line 2, 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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
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, RESTRICTEDRESTRICTED

$RESTRICTED


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
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) (2013)

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. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 XIII, 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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 XIII 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 XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....   0 0 0 0
b Contributions ........   585,000      
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 ......   585,000 0 0 0
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet100.000 %
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)
 
No
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. 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 .................   25,061,775 25,061,775
b Buildings ................   355,840,683 154,932,738 200,907,945
c Leasehold improvements ............   86,394,233 37,650,891 48,743,342
d Equipment ................   573,209,148 433,425,936 139,783,212
e Other .................   10,065,008 8,945,377 1,119,631
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 415,615,905
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DUE FROM RELATED PARTIES 7,751,079
(2) ASSETS LIMITED AS TO USE 4,595,757
(3) OTHER 32,380,728
(4) GOODWILL 4,161,122





Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 48,888,686
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
DUE TO EMORY UNIVERSITY - DEBT 239,643,547
GENERAL&PROFESSIONAL LIABILITY 15,639,281
DIST. PAYABLE TO DEPARTMENTS 9,690,633
OTHER 5,551,841
THIRD PARTY SETTLEMENTS 6,766,171
DIST. PAYABLE TO OTHERS 2,407,976
DUE TO INTERCOMPANY 7,613,675
ACCRUED PENSION LIABILITY 46,739,860

Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 334,052,984
2. Liability for uncertain tax positions In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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 XIII.) ............ 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 XIII.) ........... 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 XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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 XIII.) ............ 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 XIII.) ............ 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 XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2 ASC740, INCOME TAXES: ALL ENTITIES INCLUDED IN THIS GROUP RETURN (EHC, TEC, WWC, EMCF, EI, ESJ, T3, SJHA, ECC) ARE INCLUDED IN THE AUDITED FINANCIALS OF EMORY UNIVERSITY. A COPY OF EMORY UNIVERSITY'S AUGUST 31, 2014 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, 2014 AND 2013, THERE WERE NO MATERIAL UNCERTAIN TAX POSITIONS."
FORM 990, SCHEDULE D, PART V, LINE 4 INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS: THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS INCLUDE A VARIETY OF AREAS INCLUDING ENDOWED CHAIRS, OPERATING BUDGET SUPPORT, AND OTHER SPECIAL PROJECTS.
Schedule D (Form 990) 2013

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.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
EMORY GROUP RETURN
 
Employer identification number

90-0790361
Part I
Financial Assistance 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) as a factor in determining 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 as a factor in determining 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 used factors other than FPG in determining 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, as a factor in determining 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) .. 		    13,878,982   13,878,982 2.590 %
b Medicaid (from Worksheet 3,
column a) .... 		    21,171,794 13,448,058 7,723,736 1.440 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) . 		           
d Total Financial Assistance
and Means-Tested
Government Programs . 		    35,050,776 13,448,058 21,602,718 4.030 %
Other Benefits
     1,032,897 2,000 1,030,897 0.190 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) .. 		    447,511   447,511 0.080 %
g Subsidized health services
(from Worksheet 6) .. 		    38,242,014 13,448,058 24,793,956 4.630 %
h Research (from Worksheet 7)            
i Cash and in-kind
contributions for community
benefit (from Worksheet 8) 		    806,878   806,878 0.150 %
j Total. Other Benefits ..     40,529,300 13,450,058 27,079,242 5.050 %
k Total. Add lines 7d and 7j .     75,580,076 26,898,116 48,681,960 9.080 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
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. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
30,351,987
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
607,040
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
112,510,231
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
143,834,824
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-31,324,593
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(owned 10% or more by officers, directors, trustees, key employees, and physicians—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) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?3
Name, address, primary website address, and state license number 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (Describe) Facility reporting group
1 SAINT JOSEPH'S HOSPITAL OF ATLANTA
5673 PEACHTREE DUNWOODY ROAD
ATLANTA,GA303421701
www.emoryhealthcare.org/community/
060-159 		X X       X X      
2 EMORY JOHNS CREEK HOSPITAL
6325 HOSPITAL PARKWAY
JOHNS CREEK,GA30097
www.emoryhealthcare.org/community/
060-631 		X X   X   X X      
3 WESLEY WOODS GERIATRIC HOSPITAL
1821 CLIFTON ROAD
ATLANTA,GA30322
www.emoryhealthcare.org/community/
044-565 		X X   X   X        
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
SAINT JOSEPH'S HOSPITAL OF ATLANTA
Name of hospital facility or facility reporting group  
If reporting on Part V, Section B for a single hospital facility only: line number of
hospital facility (from Schedule H, Part V, Section A) 		 
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
3 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Part VI................................ 4 Yes  
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If "No," explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7 Yes  
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 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.
11 Used FPG to determine eligibility for providing discounted care?................. 11 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.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If "Yes," indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
i
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 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?....... 15 Yes  
16 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
17 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 individual’s eligibility under the facility’s FAP?.......... 17   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 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
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ............................ 21   No
If "Yes," explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If "Yes," explain in Part VI.
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
EMORY JOHNS CREEK HOSPITAL
Name of hospital facility or facility reporting group  
If reporting on Part V, Section B for a single hospital facility only: line number of
hospital facility (from Schedule H, Part V, Section A) 		 
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
3 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Part VI................................ 4 Yes  
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If "No," explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7 Yes  
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 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.
11 Used FPG to determine eligibility for providing discounted care?................. 11 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.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If "Yes," indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
i
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 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?....... 15 Yes  
16 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
17 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 individual’s eligibility under the facility’s FAP?.......... 17   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 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
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ............................ 21   No
If "Yes," explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If "Yes," explain in Part VI.
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
WESLEY WOODS GERIATRIC HOSPITAL
Name of hospital facility or facility reporting group  
If reporting on Part V, Section B for a single hospital facility only: line number of
hospital facility (from Schedule H, Part V, Section A) 		 
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
3 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Part VI................................ 4 Yes  
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If "No," explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7 Yes  
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 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.
11 Used FPG to determine eligibility for providing discounted care?................. 11 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.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If "Yes," indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
i
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 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?....... 15 Yes  
16 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
17 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 individual’s eligibility under the facility’s FAP?.......... 17   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 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
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ............................ 21   No
If "Yes," explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If "Yes," explain in Part VI.
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B.Provide descriptions required for Part V, Section B, lines 1j, 3, 4, 5d, 6i, 7, 10, 11, 12i, 14g, 16e, 17e, 18e, 19c, 19d, 20d, 21, and 22. If applicable, provide separate descriptions for each facility in a facility reporting group, designated by "Facility A," "Facility B," etc.
Form and Line Reference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section D. 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?70
Name and address Type of Facility (describe)
1 TEC Cumming
1200 Bald Ridge Marina Road
Cumming,GA30041 		Clinic Center
2 TEC Northside Dialysis Storage
610 Northside Drive
Atlanta,GA30318 		Clinic Center
3 TEC St Joseph's Hem Onc
5665 Peachtree Dunwoody Road
Atlanta,GA30342 		Clinic Center
4 TEC Ortho Johns Creek
6335 Hospital Parkway
Johns Creek,GA30097 		Clinic Center
5 TEC Villa Rica
401 Permian Way
Villa Rica,GA30180 		Clinic Center
6 TEC Smyrna
3903 South Cobb Drive
Smyrna,GA30080 		Clinic Center
7 TEC Athens CT Surgery
1199 Prince Avenue
Athens,GA30606 		Clinic Center
8 TEC Genetics
2165 N Decatur Road
Decatur,GA30030 		Clinic Center
9 TEC Hillandale
5461 Hillandale Drive
Lithonia,GA30058 		Clinic Center
10 TEC Snellville (Tree Lane)
1608 Tree Lane
Snellville,GA30078 		Clinic Center
11 TEC Vascular Medical Group
1100 Northside Forsyth Drive
Cumming,GA30041 		Clinic Center
12 TEC NEMAC
2801 North Decatur Road
Decatur,GA30033 		Clinic Center
13 TEC Cardiology at Johns Creek
6235 West Johns Crossing
Duluth,GA30097 		Clinic Center
14 TEC Rockdale
1400 Wellbrook Circle
Conyers,GA30207 		Clinic Center
15 TEC Sugarloaf Ortho and Cardiac Outrea
1845 Satellite Blvd
Duluth,GA30094 		Clinic Center
16 TEC Northside Dialysis
610 Northside Drive
Atlanta,GA30318 		Clinic Center
17 TEC CT Surgery at Saint Joseph's
5665 Peachtree Dunwoody Road
Atlanta,GA30342 		Clinic Center
18 TEC Candler Dialysis
2726 Candler Road
Decatur,GA30034 		Clinic Center
19 TEC Greenbriar Dialysis
2841 Greenbriar Prkwy
Atlanta,GA30331 		Clinic Center
20 TEC Baldridge Marina
610 Peachtree Parkway
Cumming,GA30041 		Clinic Center
21 TEC Executive Park 57
57 Executive Park South
Atlanta,GA30329 		Clinic Center
22 TEC Executive Park 59
59 Executive Park South
Atlanta,GA30329 		Clinic Center
23 Cardiac Outreach at East Cobb
137 Johnson Ferry Road
Marietta,GA30068 		Clinic Center
24 Vascular Medical Group
1400 Hembree Rd
Roswell,GA30076 		Clinic Center
25 TEC LaGrange ASC
1805 Vernon Road
LaGrange,GA30240 		Clinic Center
26 TEC EAC
3200 Downwood Circle
Atlanta,GA30327 		Clinic Center
27 TEC Dunwoody Ortho and ASC
4555 North Shallowford Road
Dunwoody,GA30338 		Clinic Center
28 TEC Gwinnett Ortho and Sports Medicine
3855 Pleasant Hill Road
Duluth,GA30096 		Clinic Center
29 DOB III TEC Cardiology
5671 Peachtree Dunwoody Road
Atlanta,GA30342 		Clinic Center
30 TEC Executive Park 12
12 Executive Park South
Atlanta,GA30324 		Clinic Center
31 TEC Dunwoody
4500 North Shallowford Road
Dunwoody,GA30338 		Clinic Center
32 ESA Vascular Medical Group
5673 Peachtree Dunwoody Road
Atlanta,GA30342 		Clinic Center
33 TEC UrologySurg OncologyTransplant
5673 Peachtree Dunwoody Road
Atlanta,GA30342 		Clinic Center
34 TEC - IM Multi Specialty
5673 Peachtree Dunwoody Road
Atlanta,GA30342 		Clinic Center
35 Emory Clinic A Building
1365 Clifton Road
Atlanta,GA30322 		Clinic Center
36 Emory Clinic B Building
1365 Clifton Road
Atlanta,GA30322 		Clinic Center
37 Emory Clinic C Building
1365 Clifton Road
Atlanta,GA30322 		Clinic Center
38 TEC 1525 Building
1525 Clifton Road
Atlanta,GA30322 		Clinic Center
39 TEC Medical Office Tower
550 Peachtree Street
Atlanta,GA30308 		Clinic Center
40 Family Practice Associates of Atlanta
1776 Old Spring House Lane
Dunwoody,GA30338 		Clinic Center
41 ESA Gwinnett Family Physicians
345 Peachtree Industrial Blvd
Suwanee,GA30024 		Clinic Center
42 Johns Creek OBGYN
6335 Hospital Parkway
Johns Creek,GA30097 		Clinic Center
43 Internal Medicine Forsyth County
634 Peachtree Parkway
Cumming,GA30041 		Clinic Center
44 IMAA
1100 Johnson Ferry Road
Atlanta,GA30342 		Clinic Center
45 SJMG Internal Medicine
137 Johnson Ferry Road
Marietta,GA30068 		Clinic Center
46 SJMG Duluth
4245 Pleasant Hill Road
Duluth,GA30096 		Clinic Center
47 Atlanta Pulmonary Group
5673 Peachtree Dunwoody Road
Atlanta,GA30342 		Clinic Center
48 SHS Fayetteville
115 Sumner Road
Fayetteville,GA30214 		Clinic Center
49 Emory Newton Med Assoc
6175 Newton Drive
Covington,GA30014 		Clinic Center
50 Emory Newton Med Assoc
5278 Adams Street
Covington,GA30014 		Clinic Center
51 Emory at Suwanee EHC Criner Clinic
5400 Laurel Springs Parkway
Suwanee,GA30024 		Clinic Center
52 ESA Smyrna
3909 South Cobb Drive
Smyrna,GA30080 		Clinic Center
53 ESA Griffin-McIntosh Trail
726 8th Street
Griffin,GA30224 		Clinic Center
54 ESA Sugarloaf
1845 Satellite Blvd
Duluth,GA30097 		Clinic Center
55 ESA LaGrange-CHC
380 South Davis Road
LaGrange,GA30241 		Clinic Center
56 SHS Locust Grove
4851 Bill Gardner Pkwy
Locust Grove,GA30248 		Clinic Center
57 ESA Lawrenceville
771 Old Norcross Road
Lawrenceville,GA30046 		Clinic Center
58 Emory IM Newton
4181 Hospital Drive
Covington,GA30014 		Clinic Center
59 ESA Acworth Downstairs
4769 South Main Street
Acworth,GA30101 		Clinic Center
60 ESA TDO STK
3579 Highway 138
Stockbridge,GA30281 		Clinic Center
61 ESA Acworth Upstairs
4791 South Main Street
Acworth,GA30101 		Clinic Center
62 ESA LaGrange
303 Smith Street
LaGrange,GA30240 		Clinic Center
63 ESA West Point- CHC
1610 E 10th Street
West Point,GA31833 		Clinic Center
64 ESA LaGrange
1801 Vernon Road
LaGrange,GA30240 		Clinic Center
65 ESA TDO PTC
3000 Shakerag Hill
Peachtree City,GA30269 		Clinic Center
66 ESA TDO EC
3345 E Highway 34
Sharpsburg,GA30277 		Clinic Center
67 ESA TDO MCD
259 Jonesboro Road
McDonough,GA30253 		Clinic Center
68 SHS Riverdale
6507 Professional Place
Riverdale,GA30274 		Clinic Center
69 DOB III Internal Med
5671 Peachtree Dunwoody Road
Atlanta,GA30342 		Clinic Center
70 ESA Stockbridge
1050 Eagles Landing Prkwy
Stockbridge,GA30281 		Clinic Center
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs 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.
Schedule H (Form 990) 2013
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, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 of 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
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 (E) amounts for that individual.
(A) Name and Title (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 ADKISONFORMER BOARD MEMBER (EMCF) (i)
(ii)		 0
0 		0
0 		0
125,000 		0
0 		0
0 		0
125,000 		0
0
(2)R WAYNE ALEXANDER MDFORMER BOARD MEMBER(EMCF,TEC) (i)
(ii)		 227,451
395,349 		0
0 		38,454
0 		0
23,650 		9,887
3,342 		275,792
422,341 		0
0
(3)DANIEL L BARROW MDBOARD MEMBER(EMCF),FORMER(TEC) (i)
(ii)		 659,006
231,754 		358,327
0 		33,791
51 		0
21,477 		12,774
3,901 		1,063,898
257,183 		0
0
(4)WILLIAM BORNSTEIN MDFORMER OFFICER (EHC) (i)
(ii)		 176,895
225,777 		374,597
0 		3,083
5,255 		0
18,951 		2,294
20,517 		556,869
270,500 		0
0
(5)FRANK W BROWN MDBOARD MEMBER (WWC) (i)
(ii)		 211,043
25,361 		6,259
0 		11,481
291 		0
16,438 		118
169 		228,901
42,259 		0
0
(6)DONALD I BRUNNBD MEM(TEC,ECC)FORM OFF(EHC) (i)
(ii)		 438,584
0 		194,534
0 		13,506
0 		84,131
0 		23,267
0 		754,022
0 		0
0
(7)TIMOTHY BUCHMAN MDFORMER BOARD MEMBER (EHC) (i)
(ii)		 431,461
58,568 		93,200
0 		33,549
52 		0
23,396 		5,936
3,206 		564,146
85,222 		0
0
(8)DAVID T BURKE MDBOARD MEMBER (EMCF) (i)
(ii)		 193,620
188,797 		49,600
0 		24,142
292 		0
21,809 		12,876
4,992 		280,238
215,890 		0
0
(9)GRANT W CARLSON MDFORMER BOARD MEMBER (TEC) (i)
(ii)		 408,150
106,924 		42,488
0 		28,724
52 		0
19,080 		8,740
5,244 		488,102
131,300 		0
0
(10)WILLIAM J CASARELLA MDFORMER BOARD MEMBER (EMCF) (i)
(ii)		 0
111,606 		0
0 		0
0 		0
10,319 		0
8,696 		0
130,621 		0
0
(11)WRIGHT CAUGHMAN MDBD(EHC,TEC,EI,ECC)FORMER(EMCF) (i)
(ii)		 375,267
740,553 		518,945
0 		39,576
78,890 		0
240,050 		1,299
18,965 		935,087
1,078,458 		0
0
(12)WALTER J CURRAN MDBOARD MEMBER(EMCF) FORMER(TEC) (i)
(ii)		 227,236
672,382 		164,900
0 		34,996
399 		0
23,500 		13,041
6,085 		440,173
702,366 		0
0
(13)LISA D'AGOSTINOFORMER OFFICER (TEC) (i)
(ii)		 0
106,322 		0
0 		0
400 		0
9,771 		0
5,722 		0
122,215 		0
0
(14)J WILLIAM ELEY MDBOARD MEMBER/SEC TREAS (EMCF) (i)
(ii)		 14,019
321,833 		414
0 		2,097
292 		0
21,582 		10,333
2,595 		26,863
346,302 		0
0
(15)JOHN T FOXBD MEM(EHC,TEC,ESJ,T3)FORM(ECC (i)
(ii)		 726,730
403,509 		500,077
0 		87,679
1,079 		0
533,504 		13,826
11,378 		1,328,312
949,470 		0
0
(16)SUSAN GRANTFORMER BD(WWC) FORMER OFF(EHC) (i)
(ii)		 80,892
281,076 		167,999
0 		550
1,977 		54,580
11,818 		21,117
0 		325,138
294,871 		0
0
(17)JAMES T HATCHERTREAS(ESJ),FORMER OFFICER(EHC) (i)
(ii)		 383,397
0 		350,439
0 		5,206
0 		17,850
0 		19,695
0 		776,587
0 		0
0
(18)KATHERINE HEILPERN MDBD MEM(EMCF,EHC)FORMER BD(TEC) (i)
(ii)		 268,555
236,781 		41,200
120,000 		31,184
28 		0
22,288 		9,332
3,396 		350,271
382,493 		0
0
(19)LAUREEN HILL MDBOARD MEMBER (EMCF) (i)
(ii)		 423,488
180,457 		82,909
0 		22,581
28 		0
21,445 		5,720
1,230 		534,698
203,160 		0
0
(20)IRA HOROWITZ MDBD MEM(EMCF,EHC)FORMER BD(TEC) (i)
(ii)		 395,802
161,051 		75,900
0 		27,091
52 		0
21,062 		12,768
7,843 		511,561
190,008 		0
0
(21)DALLIS HOWARD CROWFORMER OFFICER (EHC) (i)
(ii)		 347,510
0 		167,738
0 		2,649
0 		68,218
0 		26,870
0 		612,985
0 		0
0
(22)LUCKY JAIN MDFORMER BD MEMBER/OFFICER (EHC) (i)
(ii)		 103,540
171,774 		6,480
0 		0
2,373 		0
22,950 		6,264
2,396 		116,284
199,493 		0
0
(23)MICHAEL M E JOHNS MDFORMER BD MEMBER(EHC,TEC,WWC) (i)
(ii)		 0
255,207 		0
0 		0
30,754 		0
19,909 		0
14,728 		0
320,598 		0
0
(24)THEODORE JOHNSON MDFORMER BOARD MEMBER (WWC) (i)
(ii)		 56,200
177,514 		0
9,240 		0
800 		0
21,090 		950
26,202 		57,150
234,846 		0
0
(25)LYNN JOHNSONSEC/TREASURER (WWC) (i)
(ii)		 183,508
0 		22,996
0 		1,518
0 		13,100
0 		14,157
0 		235,279
0 		0
0
(26)JANE JORDAN CASAVANTSECRETARY (EHC,ESJ,TEC) (i)
(ii)		 21,739
288,817 		0
0 		0
0 		0
22,950 		0
21,548 		21,739
333,315 		0
0
(27)RONNIE L JOWERSFORMER OFFICER (EHC) (i)
(ii)		 128,247
326,845 		178,248
0 		3,957
7,817 		0
36,929 		11,163
6,531 		321,615
378,122 		0
0
(28)FADLO RAJA KHURI MDBOARD MEMBER (EMCF,TEC) (i)
(ii)		 166,104
383,252 		94,301
0 		23,245
27 		0
110,203 		13,333
5,017 		296,983
498,499 		0
0
(29)CHRISTIAN P LARSEN MDBD MEM(EHC,EMCF,TEC)FORM(ECC) (i)
(ii)		 141,604
750,294 		239,050
0 		409
26,466 		0
33,506 		11,799
3,324 		392,862
813,590 		0
0
(30)THOMAS J LAWLEY MDFORMER BD(EHC,EMCF,TEC,ECC) (i)
(ii)		 0
728,927 		0
0 		0
41,618 		0
37,998 		0
15,879 		0
824,422 		0
0
(31)ANGEL LEON MDFORMER BD MEM/OFF (EHC) (i)
(ii)		 537,000
44,408 		0
0 		22,320
27 		0
17,410 		8,316
2,785 		567,636
64,630 		0
0
(32)ALLAN I LEVEY MDBOARD MEMBER(EMCF) (i)
(ii)		 126,530
374,931 		33,800
0 		15,757
52 		0
23,650 		13,333
4,992 		189,420
403,625 		0
0
(33)STEVEN LEVY MDFORMER BOARD MEMBER (EMCF) (i)
(ii)		 78,796
180,701 		0
0 		6,426
152 		0
21,516 		9,388
3,224 		94,610
205,593 		0
0
(34)LAWRENCE J LUTZ MDFORMER BOARD MEMBER (EMCF) (i)
(ii)		 130,181
144,935 		0
0 		13,015
79 		0
20,348 		11,558
141 		154,754
165,503 		0
0
(35)MICHAEL J MANDLBOARD MEMBER(EHC,EI,ESJ,T3) (i)
(ii)		 0
863,015 		0
100,000 		0
0 		0
101,093 		0
14,601 		0
1,078,709 		0
0
(36)DOUGLAS E MATTOX MDBOARD MEMBER (EMCF) (i)
(ii)		 370,753
147,576 		78,400
0 		29,872
152 		0
20,647 		12,708
7,392 		491,733
175,767 		0
0
(37)CAROLYN MELTZER MDBD MEM(EMCF)FOR BD/OFF(EHC) (i)
(ii)		 195,765
435,968 		42,100
0 		18,790
28 		0
23,650 		9,887
4,996 		266,542
464,642 		0
0
(38)BROOKE MOOREBOARD MEMBER (TEC) (i)
(ii)		 232,163
0 		34,056
0 		371
0 		13,602
0 		14,725
0 		294,917
0 		0
0
(39)DOUG C MORRIS MDBD MEMBER (EHC,TEC,ESJ,T3) (i)
(ii)		 627,210
73,385 		202,944
0 		33,206
0 		0
18,350 		8,960
5,142 		872,320
96,877 		0
0
(40)TIMOTHY OLSEN MDBOARD MEMBER (EMCF, TEC) (i)
(ii)		 191,658
437,814 		86,400
0 		24,640
828 		0
23,650 		1,511
23,542 		304,209
485,834 		0
0
(41)TRISTRAM G PARSLOW MDBD MEMBER(EMCF),FORMER BD(TEC) (i)
(ii)		 263,356
259,818 		121,400
0 		34,276
52 		0
21,241 		6,072
3,706 		425,104
284,817 		0
0
(42)JOHN M RHEE MDPHYSICIAN (i)
(ii)		 425,444
0 		1,251,681
0 		16,267
0 		0
16,150 		15,982
202 		1,709,374
16,352 		0
0
(43)CHAD RITENOUR MDFORMER BOARD MEMBER (EMCF) (i)
(ii)		 140,880
60,202 		35,000
0 		8,313
18 		0
17,834 		5,210
1,120 		189,403
79,174 		0
0
(44)JAMES ROBERSON MDBOARD MEMBER(EMCF) (i)
(ii)		 437,528
223,112 		412,334
0 		35,335
80 		0
20,548 		9,578
5,296 		894,775
249,036 		0
0
(45)FRED SANFILIPPO MDFORM BD(EHC,EMCF,TEC,WWC,ECC) (i)
(ii)		 0
319,485 		0
0 		0
0 		0
22,950 		0
16,802 		0
359,237 		0
0
(46)BARBARA J STOLL MDBD MEM(EMCF,ECC)/FORM OFF(EHC) (i)
(ii)		 0
233,582 		48,573
0 		0
3,643 		0
21,390 		9,220
4,246 		57,793
262,861 		0
0
(47)ROBERT A SWERLICK MDBOARD MEMBER (EMCF) (i)
(ii)		 108,567
181,095 		56,200
0 		8,753
52 		0
21,647 		12,639
7,321 		186,159
210,115 		0
0
(48)GARY TEALFORMER OFFICER (EHC) (i)
(ii)		 0
334,101 		0
64,089 		0
1,120 		0
27,843 		0
14,023 		0
441,176 		0
0
(49)JOHN XEROGEANES MDPHYSICIAN (i)
(ii)		 555,569
0 		793,699
0 		16,301
0 		0
16,075 		17,102
220 		1,382,671
16,295 		0
0
(50)JAMES ZAIDAN MDFORMER BOARD MEMBER (EMCF) (i)
(ii)		 246,840
89,098 		22,650
0 		28,013
228 		0
18,948 		8,628
3,148 		306,131
111,422 		0
0
(51)KEVIN BRENANFORMER OFFICER(T3,SJHA) (i)
(ii)		 257,251
0 		0
0 		101,877
0 		17,850
0 		21,517
0 		398,495
0 		0
0
(52)RICHARD HANSEN MDBOARD MEMBER (ESJ,T3) (i)
(ii)		 336,100
0 		8,209
0 		498
0 		6,048
0 		8,618
0 		359,473
0 		0
0
(53)PAUL JUSTICEFORMER OFFICER (T3,SJHA) (i)
(ii)		 0
169,918 		0
0 		0
0 		0
15,546 		0
10,314 		0
195,778 		0
0
(54)JEFF LESESNE MDBOARD MEMBER (EHC) (i)
(ii)		 205,839
0 		0
0 		16,661
0 		0
16,180 		17,226
220 		239,726
16,400 		0
0
(55)CRAIG MCCOYBD MEMBER & CEO (SJHA) (i)
(ii)		 295,887
0 		86,482
0 		1,113
0 		59,653
0 		20,750
0 		463,885
0 		0
0
(56)GERARD MCGORISK MDBOARD MEMBER (TEC) (i)
(ii)		 352,895
0 		74,227
0 		16,523
18 		0
16,180 		12,069
7,426 		455,714
23,624 		0
0
(57)KENNETH MELBY MDFORMER BOARD MEMBER (SJHA) (i)
(ii)		 412,160
0 		20,375
0 		432
0 		5,815
0 		20,707
0 		459,489
0 		0
0
(58)DOUGLAS MURPHY MDFORMER BOARD MEMBER (SJHA) (i)
(ii)		 826,029
0 		192,213
0 		444
402 		0
19,720 		21,240
23 		1,039,926
20,145 		0
0
(59)SHERVIN OSKOUEI MDPHYSICIAN (i)
(ii)		 532,191
0 		1,069,095
0 		16,261
0 		0
16,180 		16,893
208 		1,634,440
16,388 		0
0
(60)MARK RAPAPORT MDBOARD MEMBER (EMCF) (i)
(ii)		 153,625
454,630 		0
0 		3,161
51 		0
23,650 		13,333
6,414 		170,119
484,745 		0
0
(61)SCOTT SCHMIDLYBD MEMBER & CEO (SJHA) (i)
(ii)		 387,501
0 		82,424
0 		1,113
0 		72,900
0 		21,292
0 		565,230
0 		0
0
(62)MELINDA SIMONSECRETARY (EI) (i)
(ii)		 0
173,032 		0
0 		0
0 		0
15,631 		0
1,401 		0
190,064 		0
0
(63)JOHN THOMAS TILLMANEXEC DIR(EI),FORM OFFICER (T3) (i)
(ii)		 37,998
183,922 		0
20,000 		0
0 		0
20,465 		13,021
5,472 		51,019
229,859 		0
0
(64)GREG ESPER MDFORMER BOARD MEMBER (TEC) (i)
(ii)		 328,627
0 		29,475
0 		15,996
0 		0
16,120 		21,781
220 		395,879
16,340 		0
0
(65)CONSTANTINOS HADJIPANAYIS MDBOARD MEMBER (EHC) (i)
(ii)		 375,467
88,596 		103,425
0 		31,054
12 		0
18,311 		12,380
5,732 		522,326
112,651 		0
0
(66)MARTIN G SANDA MDBOARD MEMBER (EMCF) (i)
(ii)		 236,367
231,054 		18,500
70,000 		955
23 		0
20,538 		10,036
5,470 		265,858
327,085 		0
0
(67)CHARLES STALEY MDBOARD MEMBER (TEC) (i)
(ii)		 326,561
18,458 		40,077
0 		17,944
28 		0
16,773 		12,152
7,516 		396,734
42,775 		0
0
(68)DAVID STEPHENS MDBOARD MEMBER (EMCF) (i)
(ii)		 14,723
485,635 		0
70,500 		207
26 		0
23,497 		792
640 		15,722
580,298 		0
0
(69)CLAIRE STERKBOARD MEMBER (EI) (i)
(ii)		 0
557,496 		0
0 		0
94,880 		0
22,950 		0
2,720 		0
678,046 		0
0
(70)JOHN F SWEENEY MDBOARD MEMBER (EMCF) (i)
(ii)		 266,687
410,688 		27,300
0 		20,636
28 		0
18,518 		13,247
7,867 		327,870
437,101 		0
0
(71)DAVID MARSHALL GUIDOTBOARD MEMBER (EHC) (i)
(ii)		 2,600
136,704 		0
6,350 		1,077
0 		0
11,841 		569
479 		4,246
155,374 		0
0
(72)LEON HALEY JRBOARD MEMBER (EMCF) (i)
(ii)		 7,404
408,896 		0
0 		961
0 		0
20,455 		12,968
10,555 		21,333
439,906 		0
0
(73)MINA AYAD JACOB MDPHYSICIAN (i)
(ii)		 628,535
0 		525,728
0 		898
0 		0
0 		11,848
0 		1,167,009
0 		0
0
(74)SPERO G KARAS MDPHYSICIAN (i)
(ii)		 468,270
0 		642,103
0 		16,541
0 		0
16,060 		17,475
220 		1,144,389
16,280 		0
0
(75)SAGAR LONIAL MDBOARD MEMBER (EHC) (i)
(ii)		 195,353
120,623 		21,616
0 		17,336
0 		0
19,651 		723
1,312 		235,028
141,586 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
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.
FORM 990, SCHEDULE J, PART I, QUESTION 1A HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: 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 $8,300 WRIGHT CAUGHMAN, MD $7,428 JOHN T FOX $6,594 CLAIRE STERK $3,850
FORM 990, SCHEDULE J, PART I, QUESTION 4B AND PART II SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: For purposes of retention, Emory University made a contribution of $216,400 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 $500,000 to John T. Fox's 457(f) deferred compensation account, which is not vested and is subject to a substantial risk of forfeiture. 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 $55,321 CLAIRE STERK $27,280
FORM 990, SCHEDULE J, PART I, QUESTION 6A COMPENSATION CONTINGENT ON NET EARNINGS: 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.
FORM 990, SCHEDULE J, PART I, LINE 3 CEO/EXECUTIVE DIRECTOR COMPENSATION: SEE SCHEDULE O DISCLOSURE ON DETERMINATION OF COMPENSATION.
Schedule J (Form 990) 2013

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.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 . . . . . . . . . . . . . . 25,000      
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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
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? . . . . .                
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .                
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 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 the issuer filed Form 8038-T? . . . . .   X            
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X            
b Exception to rebate? . . . . . . . .   X            
c No rebate due? . . . . . . . . X              
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . . X              
4a 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 the hedge terminated? . . . . . . X              
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a 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? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . . X              
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X            
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
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?   X            
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
SCHEDULE K, PART I, COLUMN F TO ADVANCE REFUND SERIES 1998 BONDS.
SCHEDULE K, PART IV, LINE 3B MERRILL LYNCH CAPITAL SERVICES, INC.
SCHEDULE K, PART IV, LINE 2C APRIL 19, 2012
Schedule K (Form 990) 2013

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, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by 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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)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 assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
Schedule L (Form 990 or 990-EZ) 2013
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 621,967 PEST CONTROL SERVICES   No
(2) GEORGIA POWER BOARD MEMBER IS TRUSTEE 28,954,963 UTILITY PROVIDER   No
(3) JOHNSON JOHNSON BOARD MEMBER IS DIRECTOR 8,519,780 MEDICAL SUPPLIES   No
(4) AMN HEALTHCARE INC BOARD MEMBER IS DIRECTOR 1,621,972 STAFFING & MANAGED SERVICES   No
(5) WILLIAM CASTLE FAMILY MEMBER OF DIRECTOR 155,020 EMPLOYEE OF EMORY UNIVERSITY   No
(6) MICHAEL M JOHNS MD FAMILY MEM OF BD MEMBER 338,040 EMPLOYEE OF EMORY UNIV&CLINIC   No
(7) JOHN LAWLEY FAMILY MEMBER OF DIRECTOR 102,000 EMPLOYEE OF EMORY UNIVERSITY   No
(8) LESLIE LAWLEY MD FAMILY MEMBER OF DIRECTOR 200,251 EMPLOYEE OF EMORY UNIV&CLINIC   No
(9) RACHEL LAWLEY FAMILY MEMBER OF DIRECTOR 39,990 EMPLOYEE OF EMORY UNIVERSITY   No
(10) MEGAN LAWLEY FAMILY MEMBER OF DIRECTOR 54,156 EMPLOYEE OF EMORY UNIVERSITY   No
(11) DAVID GOLDSMITH FAMILY MEMBER OF DIRECTOR 54,156 EMPLOYEE OF EMORY UNIVERSITY   No
(12) CULLEN D MORRIS MD FAMILY MEM OF BD MEMBER 699,691 EMPLOYEE OF EMORY UNIV&CLINIC   No
(13) CAROLYN KATZEN MD FAMILY MEMBER OF DIRECTOR 256,273 EMPLOYEE OF EMORY UNIV&CLINIC   No
(14) GREGORY H CASARELLA FAMILY MEMBER OF DIRECTOR 19,695 EMPLOYEE OF EMORY UNIVERSITY   No
(15) CAROL B LEVY FAMILY MEMBER OF DIRECTOR 19,367 EMPLOYEE OF EMORY UNIVERSITY   No
(16) NORTH DECATUR ASSOCIATES LLC BOARD MEMBER IS DIRECTOR 203,031 LEASE PROPERTY TO EMORY UNIV   No
(17) SHABNAM JAIN FAMILY MEM OF FORMER DIR 201,647 EMPLOYEE OF EMORY UNIVERSITY   No
(18) JONATHON MILTON FAMILY MEM OF FORMER OFF 44,930 EMPLOYEE OF EMORY HEALTHCARE   No
(19) CHRISTOPHER RYAN JOWERS FAMILY MEM OF FORMER OFF 102,538 EMPLOYEE OF EMORY UNIVERSITY   No
(20) ASHLEY TEAL FAMILY MEM OF FORMER OFF 56,631 EMPLOYEE OF EMORY UNIVERSITY   No
(21) DEPUY DIR IS DIR OF PARENT CO 3,365,415 MEDICAL SUPPLIES   No
(22) VISTAKON DIR IS DIR OF PARENT CO 32,187 VISION CARE   No
(23) MENTOR WORLWIDE LLC DIR IS DIR OF PARENT CO 443,443 MEDICAL SUPPLIES   No
(24) ACCLARENT DIR IS DIR OF PARENT CO 267,446 MEDICAL SUPPLIES   No
(25) GODDARD FUND BOARD MEMBER IS DIRECTOR 287,383 INVESTMENT   No
(26) KIRK ELIFSON FAMILY MEM OF BD MEMBER 196,035 EMPLOYEE OF EMORY UNIVERSITY   No
(27) KATHLEEN STEPHENS FAMILY MEM OF BD MEMBER 76,989 EMPLOYEE OF EMORY UNIVERSITY   No
(28) RESURGENS BOARD MEMBER IS DIRECTOR 469,303 HEALTHCARE PROF SVC   No
(29) WALTER BERGESON FAMILY MEMBER OF DIRECTOR 33,673 EMPLOYEE OF EMORY UNIVERSITY   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2013

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.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
EMORY GROUP RETURN
 
Employer identification number

90-0790361
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 309 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 309 ATLANTA, GA 30322 TRANSLATIONAL TESTING AND TRAINING LABORATORIES, INC. (T3) (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 SUITE 550 ATLANTA, GA 30342 EMORY-CHILDREN'S CENTER, INC. (ECC) (58-2298500) 2015 UPPERGATE DRIVE NE ATLANTA, GA 30322 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 T3, SJHA, JOHNS CREEK HOSPITAL, AND SAINT JOSEPH'S MEDICAL GROUP. T3 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. ECC PROVIDES SPECIALTY MEDICAL CARE FOR PEDIATRIC PATIENTS.
FORM 990, PART I, QUESTION 5 NUMBER OF EMPLOYEES: TEC AND ECC HAVE A COMMON PAYMASTER RELATIONSHIP FOR PAYROLL PURPOSES WITH EMORY UNIVERSITY (EIN 58-0566256). THE SALARIES OF TEC'S AND ECC'S EMPLOYEES ARE PAID BY EMORY UNIVERSITY, REPORTED ON EMORY UNIVERSITY'S FORMS 941, AND REIMBURSED BY TEC AND ECC. THEREFORE, THESE EMPLOYEES ARE REPORTED ON EMORY UNIVERSITY'S FORM 990. WWC, ESJ, T3, AND SJHA HAVE A COMMON PAYMASTER RELATIONSHIP FOR PAYROLL PURPOSES WITH EHC. THE SALARIES OF WWC, ESJ, T3, AND SJHA'S EMPLOYEES ARE PAID BY EHC, REPORTED ON EHC FORMS 941 AND REIMBURSED BY WWC, ESJ, T3, 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.
FORM 990, PART III, QUESTION 4 OTHER PROGRAM SERVICES: 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 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 2014, TEC EXPERIENCED APPROXIMATELY 2.6 MILLION PATIENT ENCOUNTERS. IN THE SAME TIME PERIOD, TEC RENDERED $50 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 HEALTH 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, INC. IS A JOINT OPERATING COMPANY THAT CONTROLS THE FOLLOWING ENTITIES: TRANSLATIONAL TESTING AND TRAINING LABORATORIES, INC. F/K/A SAINT JOSEPH'S TRANSLATIONAL RESEARCH INSTITUTE, INC., SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC., AND EHCA JOHNS CREEK, LLC. EMORY/SAINT JOSEPH'S, INC. IS CONTROLLED 51% BY EHC/JOC HOLDINGS, LLC, A SINGLE MEMBER LIMITED LIABILITY COMPANY WHICH HAS AS ITS SOLE MEMBER, EMORY HEALTHCARE, INC., AND 49% BY SJHS/JOC HOLDINGS, LLC, A SINGLE MEMBER LIMITED LIABILITY COMPANY WHICH HAS AS ITS SOLE MEMBER, SAINT JOSEPH'S HEALTH SYSTEM, INC. T3 IS A PRE-CLINICAL RESEARCH AND TRAINING INSTITUTE THAT HAS AS ITS MISSION THE TRANSLATION OF SCIENTIFIC DISCOVERIES INTO MODERN THERAPEUTICS FOR PATIENT CARE. SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC. HAS AS AN OPERATING DIVISION SAINT JOSEPH'S HOSPITAL, WHICH IS AN ACUTE CARE HOSPITAL LOCATED IN NORTH METRO ATLANTA. FOUNDED BY THE SISTERS OF MERCY IN 1880, SAINT JOSEPH'S HOSPITAL IS ATLANTA'S OLDEST HOSPITAL AND THE ONLY CATHOLIC HOSPITAL IN THE ATLANTA AREA. SAINT JOSEPH'S HOSPITAL IS RECOGNIZED AS A LEADING SPECIALTY-REFERRAL HOSPITAL IN GEORGIA AND ONE OF THE REGION'S PREMIER PROVIDERS OF CARDIAC, VASCULAR, AND ORTHOPAEDIC SERVICES. SAINT JOSEPH'S HOSPITAL ALSO OFFERS NEUROLOGIC, VASCULAR, GASTROINTESTINAL, RESPIRATORY, ORTHOPAEDIC, AND CANCER CARE, AMONG OTHER SPECIALTIES. THROUGHOUT ITS HISTORY, SAINT JOSEPH'S HOSPITAL HAS BEEN DEDICATED TO FURTHERING THE HEALING MINISTRY OF THE SISTERS OF MERCY BY PROVIDING COMPASSIONATE, CLINICALLY EXCELLENT HEALTH CARE IN THE SPIRIT OF THE LOVING SERVICE TO THOSE IN NEED, WITH SPECIAL ATTENTION TO THE POOR AND VULNERABLE AS DEMONSTRATED THROUGH ITS MISSION AND CORE VALUES. EHCA JOHNS CREEK, LLC HAS AS AN OPERATING DIVISION, EMORY JOHNS CREEK HOSPITAL, WHICH IS AN ACUTE CARE FACILITY LOCATED IN THE NORTH AREA OF METRO ATLANTA. EMORY JOHNS CREEK HOSPITAL SERVES THE CITY OF JOHNS CREEK AND THE SURROUNDING COMMUNITIES OFFERING A FULL RANGE OF SERVICES, INCLUDING EMERGENCY SERVICES STAFFED WITH BOARD-CERTIFIED EMERGENCY PHYSICIANS, SURGERY, CARDIOLOGY, ONCOLOGY, ADVANCED IMAGING CAPABILITIES AND INTENSIVE CARE. 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, EI AND ECC. 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 -2014/INDEX.HTML
FORM 990, PART IV, QUESTIONS 12A AND 12B INDEPENDENT AUDITED FINANCIAL STATEMENTS: ALL ENTITIES INCLUDED IN THIS GROUP RETURN (EHC, TEC, WWC, EMCF, EI, ESJ, T3, SJHA, ECC) ARE INCLUDED IN THE AUDITED FINANCIALS OF EMORY UNIVERSITY. A COPY OF EMORY UNIVERSITY'S AUGUST 31, 2014 AUDITED FINANCIALS IS ATTACHED TO THIS RETURN. THE GROUP RETURN DID NOT HAVE A SEPARATE INDEPENDENT AUDIT. FORM 990, PART VI, SECTION A, QUESTION 6 MEMBERS OR STOCKHOLDERS: ESJ HAS TWO MEMBERS - SJHS/JOC HOLDINGS, INC. AND EHC/JOC HOLDINGS, LLC T3 HAS ONE MEMBER - EMORY/SAINT JOSEPH'S, INC. SJHA HAS ONE MEMBER - EMORY/SAINT JOSEPH'S, INC.
FORM 990, PART VI, SECTION A, QUESTIONS 7A AND 7B MEMBERS AND DECISIONS OF THE GOVERNING BODY: 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 (7) 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 LIABILITIES 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, T3, SJHA: THESE QUESTIONS ARE "NO" FOR EMCF, T3 AND SJHA. ECC: EHC BOARD OF DIRECTORS APPOINTS THREE OF ITS DIRECTORS TO SERVE AS MEMBERS OF ECC BOARD OF DIRECTORS. THE MEMBERS OF ECC BOARD OF DIRECTORS MUST APPROVE CERTAIN AMENDMENTS TO THE BYLAWS. 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) INCUR 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 DIRECTORS 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 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; (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.
FORM 990, PART VI, SECTION B, QUESTION 11 PROCESS USED TO REVIEW FORM 990: PRIOR TO FINALIZATION OF THE RETURN, MANAGEMENT PROVIDED ACCESS TO A FINAL DRAFT OF THE FORM 990 TO ALL MEMBERS OF THE BOARD OF DIRECTORS OF EACH OF THE ORGANIZATIONS IN THE GROUP 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.
FORM 990, PART VI, SECTION B, QUESTION 12C CONFLICT OF INTEREST POLICY: 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.
FORM 990, PART VI, SECTION B, QUESTION 15B DETERMINATION OF COMPENSATION: EHC, TEC, WWC, ESJ, T3, SJHA, ECC: EMORY UNIVERSITY HAS A COMMITTEE ON EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST (THE "COMMITTEE") COMPOSED OF NON-EMPLOYEE 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, T3, SJHA, ECC 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 AMONG 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.
FORM 990, PART VI, SECTION C, QUESTION 19 AVAILABILITY OF DOCUMENTS TO THE PUBLIC: GENERALLY, ENTITIES INCLUDED IN THE GROUP RETURN (EHC, TEC, WWC, EMCF, EI, ESJ, T3, SJHA, ECC) 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.
FORM 990, PART XI, LINE 5 OTHER CHANGES IN NET ASSETS CONSISTS OF: CUMULATIVE EFFECT OF CHANGE IN ACCOUNTING $(12,354,756) CHANGES IN RESTRICTED AND UNRESTRICTED FUNDS $20,072,096 .
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

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SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
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 (if applicable) 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 99,084,857 -11,710,097 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 27,879,792 7,590,083 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 7,941,792 0 NA
 
(7) EMORY SELECT SERVICES LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
27-3126414 		BILLING GA 2,856,854 0 NA
 
(8) EMORY CLINICALLY INTEGRATED NETWORK LLC
201 DOWMAN DRIVE 102 ADMIN
ATLANTA,GA30322
45-4610047 		SEE PART VII GA 988,901 1,797,282 NA
 
(9) EMORY PATIENT-CENTERED PRIMARY CARE LLC
1365 CLIFTON ROAD
ATLANTA,GA30322
45-2665462 		BILLING GA 1,761,834 0 NA
 
(10) DRUG INNOVATION VENTURES AT EMORY LLC
201 DOWMAN DRIVE 101 ADMIN
ATLANTA,GA30322
45-5372942 		SEE PART VII GA 18,838,250 20,495,484 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 589,803 -117,333 NA
 
(13) JOHNS CREEK FAMILY PHYSICIANS LLC
4049 PEACHTREE INDUSTRIAL BLVD SUIT
NORCROSS,GA30071
35-2345865 		SEE PART VII GA 0 -154,572 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 41,080,749 -43,745,296 NA
 
(16) SEE PART VII - #1
6335 HOSPITAL PARKWAY
JOHNS CREEK,GA30097
80-0508326 		SEE PART VII GA 942,517 102,256 NA
 
(17) SEE PART VII - #2
5673 PEACHTREE DUNWOODY ROAD
ATLANTA,GA30342
27-3244547 		SEE PART VII GA 8,816,428 -7,127,496 NA
 
(18) SEE PART VII - #3
5673 PEACHTREE DUNWOODY ROAD
ATLANTA,GA30342
27-1445338 		SEE PART VII GA 73,089 -6,290,137 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 entity?
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 MEDICAL LABORATORIES INC

1364 CLIFTON ROAD NE

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

1817 CLIFTON ROAD NE

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

1821 CLIFTON ROAD NE

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






For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
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
(1) ES RehabilitationLLC

201 Bownan Dr
Atlanta,GA30322
46-3808276 		Medical Rehab GA EMORYHEALTHCARE
  		RELATED       No   Yes   51.000 %












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
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) CLIFTON CASUALTY INSURANCE COMPANY LTD

PO BOX 1159 878 WEST BAY ROAD
GRAND CAYMAN,CAYMAN ISLANDSKY1-1102 CJ
CJ
CAPTIVE INSUR CJ EMORYHEALTHCARE
  		C Corp 9,453,240 146,909,598 100.000 %    
(2) ACTX INC

5673 PEAACHTREE DUNWOODY ROAD
ATLANTA,GA303421769
83-0345672 		MEDICAL RESEARCH GA SEE PART VII
  		C CORP 0 0 76.760 %    










Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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 or (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 Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
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 related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
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) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
SCHEDULE R, PART I IDENTIFICATION OF DISREGARDED ENTITIES: 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
SCHEDULE R, PART II IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: COLUMN B - PRIMARY ACTIVITY: EMORY MEDICAL LABORATORIES, INC. - MD CARE PRACTICE FOUNDATION OF WESLEY WOODS, INC. - CHARITABLE CARE WESLEY WOODS LONG TERM HOSPITAL, INC. - LONG TERM ACUTE CARE MEDICAL SERVICES
SCHEDULE R, PART IV IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST: COLUMN D - DIRECT CONTROLLING ENTITY: ACTX, INC. - TRANSLATIONAL TESTING AND TRAINING LABORATORIES,INC.
Schedule R (Form 990) 2013
Additional Data


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