Form990
Click to see attachment
Department of the TreasuryInternal 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.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 09-01-2015 , and ending 08-31-2016
BCheck if applicable:
CName of organization
EMORY GROUP RETURN
 
% JAMES T HATCHER
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1440 CLIFTON RD NE WHSCAB
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30322
D Employer identification number

90-0790361
E Telephone number

G Gross receipts $ 1,657,127,319
F Name and address of principal officer:
JON LEWIN MD
1440 CLIFTON RD NE WHSCAB
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 90
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 46
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 18,563
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 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,360,507 804,460
9 Program service revenue (Part VIII, line 2g) ......... 1,501,008,422 1,566,646,310
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 918,746 2,618,442
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 104,068,551 87,058,107
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,607,356,226 1,657,127,319
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) 1,037,792,559 1,136,268,295
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).... 540,172,891 653,265,736
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,577,965,450 1,789,534,031
19 Revenue less expenses. Subtract line 18 from line 12....... 29,390,776 -132,406,712
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 598,429,173 480,485,598
21 Total liabilities (Part X, line 26)............. 486,227,940 504,844,645
22 Net assets or fund balances. Subtract line 21 from line 20..... 112,201,233 -24,359,047
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 (2015)
Form 990 (2015)
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 $ 798,486,484 including grants of $   ) (Revenue $ 738,747,818 )
THE EMORY CLINIC, INC. SEE SCHEDULE O.
4b (Code:   ) (Expenses $ 518,510,901 including grants of $   ) (Revenue $ 571,957,879 )
EMORY/SAINT JOSEPH'S, INC. SEE SCHEDULE O.
4c (Code:   ) (Expenses $ 91,604,306 including grants of $   ) (Revenue $ 96,152,455 )
EMORY MEDICAL CARE FOUNDATION, INC. SEE SCHEDULE O.
(Code:   ) (Expenses $ 199,458,474 including grants of $   ) (Revenue $ 145,734,389 )
EMORY HEALTHCARE, INC.
(Code:   ) (Expenses $ 25,832,266 including grants of $   ) (Revenue $ 26,259,748 )
WESLEY WOODS CENTER OF EMORY UNIVERSITY, INC.
(Code:   ) (Expenses $ 5,434,655 including grants of $   ) (Revenue $ 2,096,565 )
EMORY INNOVATIONS, INC.
(Code:   ) (Expenses $ 72,424,307 including grants of $   ) (Revenue $ 72,755,563 )
EMORY-CHILDREN'S CENTER, INC.
4d Other program services (Describe in Schedule O.)
(Expenses $ 303,149,702 including grants of $   ) (Revenue $ 246,846,265 )
4e Total program service expensesMediumBullet1,711,751,393
Form 990 (2015)
Form 990 (2015)
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 list of attachments
20b
Yes
 
Form 990 (2015)
Form 990 (2015)
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 domestic 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 or for domestic individuals 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), 501(c)(4), and 501(c)(29) 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 "Yes," complete Schedule L, Part II ................Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV ........................Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
 
No
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.Click to see attachment
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 ...........Click to see attachment
32
Yes
 
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 (2015)
Form 990 (2015)
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
1,110
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
18,563
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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
No
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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 (2015)
Form 990 (2015)
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
90
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
46
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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJAMES T HATCHER550 PEACHTREE STREET NE   ATLANTA,GA30308 (404) 686-7519
Form 990 (2015)
Form 990 (2015)
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......................................................................
BD MEMBER (EHC,TEC)
 2.0
.................
1.0 		X           0 0 0
(2) E THOMAS ANDREWS......................................................................
BD MEMBER (ESJ,T3)
 2.0
.................
0.0 		X           0 0 0
(3) ELLEN A BAILEY......................................................................
BD MEMBER (EHC,TEC,WWC)
 3.0
.................
0.0 		X           0 0 0
(4) SISTER MARGARET BEATTY......................................................................
BOARD MEMBER (SJHA)
 1.0
.................
0.0 		X           0 0 0
(5) DONNA BERGESON......................................................................
BOARD MEMBER (SJHA)
 1.0
.................
0.0 		X           0 4,886 0
(6) MITCHELL BLASS......................................................................
BOARD MEMBER (SJHA)
 1.0
.................
0.0 		X           0 0 0
(7) DAVID E BOYD......................................................................
BOARD MEMBER (WWC)
 1.0
.................
0.0 		X           0 0 0
(8) DONALD I BOYKIN......................................................................
BOARD MEMBER (EHC)
 1.0
.................
0.0 		X           0 0 0
(9) DONALD I BROOKS......................................................................
BD MEMBER (EHC,ESJ, T3)
 3.0
.................
0.0 		X           0 0 0
(10) FRANK W BROWN MD......................................................................
BOARD MEMBER (WWC)
 18.0
.................
43.0 		X           80,010 186,539 20,170
(11) DONALD I BRUNN......................................................................
BD MEMBER (TEC,ECC)
 62.0
.................
0.0 		X           962,471 0 111,880
(12) BENJAMIN R CARTER......................................................................
BD MEMBER (ESJ,T3)
 2.0
.................
0.0 		X           0 0 0
(13) WILLIAM H CLEVELAND......................................................................
BOARD MEMBER (EHC)
 1.0
.................
0.0 		X           0 0 0
(14) PHILIP COLETTI......................................................................
BD MEMBER (ESJ,SJHA,T3)
 3.0
.................
0.0 		X           0 0 0
(15) HEATHER DEXTER......................................................................
BOARD MEMBER (SJHA) CEO
 61.0
.................
0.0 		X   X       295,849 0 40,789
(16) STEPHEN EATON......................................................................
BOARD MEMBER (EHC)
 1.0
.................
0.0 		X           0 0 0
(17) SISTER ANGELA EBBERWEIN......................................................................
BOARD MEMBER (SJHA)
 1.0
.................
0.0 		X           0 0 0
Form 990 (2015)
Form 990 (2015)
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) DAVID FITZGERALD........................................................................
BOARD MEMBER (SJHA,ESJ,T3)
 3.0
.......................0.0 		X           0 0 0
(19) ROBERT FITZGERALD........................................................................
BOARD MEMBER (SJHA)
 1.0
.......................0.0 		X           0 0 0
(20) RUSSELL R FRENCH........................................................................
BD MEMBER (EHC,ESJ,T3)
 3.0
.......................3.0 		X           0 0 0
(21) CHARLES B GINDEN........................................................................
BD MEM (EHC,TEC,ESJ,T3)
 4.0
.......................0.0 		X           0 0 0
(22) JOSEPH R GLADDEN........................................................................
BOARD MEMBER (EHC)
 1.0
.......................0.0 		X           0 0 0
(23) JOHN T GLOVER........................................................................
BOARD MEMBER (EHC)
 1.0
.......................2.0 		X           0 0 0
(24) ROBERT C GODDARD III........................................................................
BOARD MEMBER (EHC)
 1.0
.......................6.0 		X           0 0 0
(25) DAVID MARSHALL GUIDOT MD........................................................................
BOARD MEMBER (EHC)
 61.0
.......................0.0 		X           7,751 145,285 13,505
(26) LEON HALEY JR........................................................................
BOARD MEMBER (EMCF)
 61.0
.......................0.0 		X           7,342 494,038 48,375
(27) RICHARD HANSEN MD........................................................................
BD MEM (ESJ,T3)
 62.0
.......................0.0 		X           337,127 940 15,677
(28) JOHN HAUPERT MD........................................................................
BOARD MEMBER (EMCF)
 1.0
.......................0.0 		X           0 0 0
(29) KATHERINE L HEILPERN MD........................................................................
BD MEMBER (EMCF,EHC)
 37.0
.......................25.0 		X           336,037 391,291 42,177
(30) Laureen HILL MD........................................................................
BOARD MEMBER (EMCF)
 46.0
.......................15.0 		X           547,381 186,230 41,533
(31) IRA HOROWITZ MD........................................................................
BD MEMBER (EMCF,EHC)
 16.0
.......................46.0 		X           236,583 454,212 48,320
(32) LUCKY JAIN MD........................................................................
BD MEMBER (EMCF,ECC)
 2.0
.......................60.0 		X           0 309,041 34,113
(33) MICHAEL M E JOHNS MD........................................................................
SEE SCH J PART III
 3.0
.......................60.0 		X           209,261 314,467 43,919
(34) YOUSUF KHALIFA MD........................................................................
BOARD MEMBER (EMCF)
 13.0
.......................48.0 		X           63,212 255,097 41,731
(35) CHRISTIAN P LARSEN MD........................................................................
BD MEM (EHC,EMCF,TEC)
 21.0
.......................42.0 		X           630,378 711,744 56,794
(36) ALLAN I LEVEY MD........................................................................
BOARD MEMBER (EMCF)
 19.0
.......................42.0 		X           167,076 454,536 48,767
(37) JONATHAN LEWIN MD........................................................................
SEE SCH J PART III
 4.0
.......................65.0 		X   X       0 0 0
(38) SAGAR LONIAL MD........................................................................
BOARD MEMBER (EHC)
 41.0
.......................20.0 		X           356,636 148,478 28,613
(39) MICHAEL J MANDL........................................................................
SEE SCH J PART III
 4.0
.......................65.0 		X   X       1,022,683 2,513,667 50,084
(40) BOBBY MAYS........................................................................
BOARD MEMBER (WWC)
 1.0
.......................0.0 		X           0 0 0
(41) TOM Mc GAHAN........................................................................
BOARD MEMBER (SJHA)
 1.0
.......................0.0 		X           0 0 0
(42) GERARD MC GORISK MD........................................................................
BOARD MEMBER (TEC)
 59.0
.......................2.0 		X           477,494 16,392 39,923
(43) CAROLYN MELTZER MD........................................................................
BOARD MEMBER (TEC)
 21.0
.......................40.0 		X           439,356 326,148 45,460
(44) BROOKE MOORE........................................................................
BOARD MEMBER (TEC)
 61.0
.......................0.0 		X   X       279,877 0 30,215
(45) DOUGLAS C MORRIS MD........................................................................
BD MEM (TEC,EHC,ESJ,T3)
 57.0
.......................7.0 		X   X       905,318 16,957 35,030
(46) GRAYSON NORQUIST MD........................................................................
BOARD MEMBER (EMCF)
 31.0
.......................30.0 		X           0 260,591 53,980
(47) TIMOTHY OLSEN MD........................................................................
BOARD MEMBER (TEC)
 25.0
.......................36.0 		X           254,748 457,641 56,651
(48) GEORGE D OVEREND........................................................................
BD MEMBER (EHC,TEC)
 2.0
.......................0.0 		X           0 0 0
(49) NANCY PARIS........................................................................
BOARD MEMBER (EHC)
 1.0
.......................0.0 		X           0 0 0
(50) DANE PETERSON........................................................................
BD MEM (ESJ, T3)
 2.0
.......................60.0 		X           822,072 1,000 124,617
(51) J NEAL PURCELL........................................................................
BD MEM (EHC,ESJ,T3)
 3.0
.......................0.0 		X           0 0 0
(52) SURESH RAMALINGHAM MD........................................................................
BOARD MEMBER (EHC)
 31.0
.......................30.0 		X           207,364 170,760 53,625
(53) WENDELL S REILLY........................................................................
BOARD MEMBER (WWC)
 1.0
.......................4.0 		X           0 0 0
(54) WILLIAM REISMAN MD........................................................................
BOARD MEMBER (EMCF)
 61.0
.......................0.0 		X           0 584,410 30,896
(55) JOHN G RICE........................................................................
BOARD MEMBER (EHC)
 1.0
.......................1.0 		X           0 0 0
(56) ROBIN RUTHERFORD........................................................................
BOARD MEMBER (TEC)
 61.0
.......................0.0 		X           407,645 0 34,035
(57) STEPHEN D SENCER........................................................................
BOARD MEMBER (EI)
 1.0
.......................65.0 		X           0 542,957 51,719
(58) BRUCE SIMMONS........................................................................
BOARD MEMBER (SJHA)
 1.0
.......................0.0 		X           0 0 0
(59) CHARLES STALEY MD........................................................................
BOARD MEMBER (TEC)
 61.0
.......................0.0 		X           428,978 28,028 43,437
(60) DAVID STEPHENS MD........................................................................
BOARD MEMBER (EMCF)
 1.0
.......................60.0 		X           241,313 468,444 29,742
(61) CLAIRE STERK........................................................................
BOARD MEMBER (EI)
 1.0
.......................65.0 		X           0 675,295 120,543
(62) JOHN F SWEENEY MD........................................................................
BOARD MEMBER (EMCF)
 26.0
.......................35.0 		X           664,563 138,265 45,316
(63) ROBERT A SWERLICK MD........................................................................
BOARD MEMBER (TEC)
 31.0
.......................30.0 		X           164,652 162,275 39,254
(64) ROSALIA THOMAS........................................................................
BOARD MEMBER (SJHA)
 1.0
.......................0.0 		X           0 0 0
(65) CHILTON D VARNER........................................................................
BD MEM (ESJ, T3)
 2.0
.......................0.0 		X           0 0 0
(66) GLENN D WARREN........................................................................
BOARD MEMBER (WWC)
 1.0
.......................0.0 		X           0 0 0
(67) SAM A WILLIAMS........................................................................
BOARD MEMBER (EHC)
 1.0
.......................0.0 		X           0 0 0
(68) ROBERT WINBORNE........................................................................
BD MEM (ESJ,T3)
 2.0
.......................0.0 		X           0 0 0
(69) WENDY WRIGHT MD........................................................................
BOARD MEMBER (EHC)
 61.0
.......................0.0 		X           338,333 12 27,095
(70) STUART ZOLA........................................................................
BOARD MEMBER (EI)
 1.0
.......................65.0 		X           0 0 0
(71) MICHAEL ANDRECHAK........................................................................
OFFICER (EI) - TREASURER
 0.0
.......................60.0 		    X       0 298,789 38,345
(72) JEFF BAXTER........................................................................
SEC (EHC,ESJ,T3,SJHA)
 30.0
.......................30.0 		    X       0 198,023 34,825
(73) JENNIFER BLAKELY........................................................................
SECRETARY (TEC)
 1.0
.......................44.0 		    X       0 179,332 28,518
(74) JAMES T HATCHER........................................................................
TREASURER (ESJ,T3)
 35.0
.......................30.0 		    X       706,118 0 39,355
(75) LYNN JOHNSON........................................................................
SEC TREASURER (WWC)
 1.0
.......................44.0 		    X       217,464 0 29,058
(76) JANE JORDAN CASAVANT........................................................................
SEC (EHC,ESJ,TEC,SJHA,T3)
 30.0
.......................30.0 		    X       0 333,894 45,752
(77) LIZ MC CARTY........................................................................
SEC TREASURER (ECC)
 40.0
.......................0.0 		    X       0 195,242 29,670
(78) MELINDA SIMON........................................................................
SECRETARY (EI)
 1.0
.......................44.0 		    X       0 198,996 27,887
(79) JOHN T TILLMAN........................................................................
OFFICER (EI) - PRESIDENT
 60.0
.......................0.0 		    X       55,523 263,133 42,592
(80) SHERVIN OSKOUEI MD........................................................................
PHYSICIAN
 60.0
.......................0.0 		        X   1,846,561 12 39,639
(81) MATHEW W POMBO MD........................................................................
PHYSICIAN
 60.0
.......................0.0 		        X   1,070,045 811 47,138
(82) JOHN M RHEE MD........................................................................
PHYSICIAN
 60.0
.......................0.0 		        X   1,722,959 0 39,268
(83) JOHN XEROGEANES MD........................................................................
PHYSICIAN
 60.0
.......................0.0 		        X   1,284,355 28 39,750
(84) SANGWOOK TIM YOON MD........................................................................
PHYSICIAN
 60.0
.......................0.0 		        X   1,078,579 1,028 47,128
(85) R WAYNE ALEXANDER MD........................................................................
FORMER BD MEM (EMCF)
 24.0
.......................36.0 		          X 5,206 318,688 36,813
(86) DANIEL L BARROW MD........................................................................
FORMER BD MEM (EMCF)
 50.0
.......................10.0 		          X 977,281 223,590 46,048
(87) TIMOTHY BUCHMAN MD........................................................................
FORMER BD MEM (EHC)
 56.0
.......................4.0 		          X 548,067 26,634 39,429
(88) DAVID T BURKE MD........................................................................
FORMER BD MEM (EMCF)
 6.0
.......................54.0 		          X 196,815 190,483 48,438
(89) GRANT W CARLSON MD........................................................................
FORMER BD MEM (TEC)
 50.0
.......................10.0 		          X 542,337 59,190 38,146
(90) S WRIGHT CAUGHMAN MD........................................................................
SEE SCH J PART III
 20.0
.......................40.0 		          X 949,392 1,912,269 44,659
(91) WALTER J CURRAN MD........................................................................
FORMER BD MEM (EMCF)
 15.0
.......................45.0 		          X 480,112 826,185 123,175
(92) J WILLIAM ELEY MD........................................................................
FORMER BD MEM (EMCF)
 4.0
.......................56.0 		          X 21,344 333,717 42,274
(93) GREG ESPER MD........................................................................
FORMER BD MEM (TEC)
 60.0
.......................0.0 		          X 305,460 74,693 48,111
(94) JOHN T FOX........................................................................
SEE SCH J PART III
 44.0
.......................25.0 		          X 994,492 6,366 31,899
(95) SUSAN GRANT........................................................................
FORMER BD MEM (WWC)
 31.0
.......................30.0 		          X 645,827 0 208,821
(96) CONSTANTINOS HADJIPANAYIS MD........................................................................
FORMER BD MEM (EHC)
 43.0
.......................17.0 		          X 277,407 103,555 39,092
(97) THEODORE JOHNSON MD........................................................................
FORMER BD MEM (WWC)
 12.0
.......................48.0 		          X 90,730 284,816 55,140
(98) FADLO RAJA KHURI MD........................................................................
FORM BD MEM (EMCF,TEC)
 24.0
.......................36.0 		          X 219,494 668,987 42,906
(99) THOMAS J LAWLEYMD........................................................................
FORM BD MEM (EHC,ECC,EMCF,TEC)
 20.0
.......................40.0 		          X 0 461,751 44,283
(100) ANGEL LEON MD........................................................................
FORMER BD MEM (EHC)
 54.0
.......................6.0 		          X 525,857 71,925 35,727
(101) STEVEN LEVY MD........................................................................
FORMER BD MEM (EMCF)
 53.0
.......................7.0 		          X 83,821 8,804 20,287
(102) LAWRENCE J LUTZ MD........................................................................
FORMER BD MEM (EMCF)
 30.0
.......................30.0 		          X 128,520 115,210 31,934
(103) DOUGLAS E MATTOX MD........................................................................
FORMER BD MEM (EMCF)
 48.0
.......................12.0 		          X 547,943 91,270 45,026
(104) CRAIG MC COY........................................................................
FORM BD MEM (SJHA)
 60.0
.......................0.0 		          X 281,040 0 75,529
(105) DOUGLAS MURPHY MD........................................................................
FORMER BD MEM (SJHA)
 60.0
.......................0.0 		          X 936,004 152 42,200
(106) TRISTRAM G PARSLOW MD........................................................................
FORM BD MEM (EMCF,TEC)
 38.0
.......................22.0 		          X 416,453 269,476 37,222
(107) MARK RAPAPORT MD........................................................................
FORMER BD MEM (EMCF)
 16.0
.......................44.0 		          X 171,005 473,333 51,204
(108) CHAD RITENOUR MD........................................................................
FORMER BD MEM (EMCF)
 0.0
.......................60.0 		          X 59,819 210,359 27,801
(109) JAMES ROBERSON MD........................................................................
FORMER BD MEM (EMCF)
 48.0
.......................12.0 		          X 1,084,900 82,852 36,380
(110) MARTIN G SANDA MD........................................................................
FORMER BD MEM (EMCF)
 29.0
.......................31.0 		          X 330,249 308,943 50,238
(111) BARBARA J STOLL MD........................................................................
FORM BD MEM (EMCF, ECC)
 10.0
.......................50.0 		          X 42,473 187,889 29,560
(112) JAMES R ZAIDAN MD........................................................................
FORMER BD MEM (EMCF)
 50.0
.......................10.0 		          X 252,416 88,322 38,107
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 29,987,578 19,488,373 3,487,359
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1,425
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
STRUCTOR GROUP,
120 INTERSTATE NORTH PARKWAY SOUTHE
ATLANTA,GA30339 		CONSTRUCTION 12,073,001
EDC OPERATING LLC,
PO BOX 7710
TIFTON,GA31793 		HEALTHCARE PROF SVC 11,380,915
BRASFIELD AND GORRIE,
1990 VAUGHN ROAD SUITE 100
KENNESAW,GA30144 		CONSTRUCTION 6,171,854
CERNER CORPORATION,
PO BOX 959156
ST LOUIS,MO63195 		HEALTHCARE PROF SVC 5,707,419
SURGICAL OPERATIONAL SERVICES INC,
196 WOODHAVEN LANE
BALL GROUND,GA30107 		HEALTHCARE PROF SVC 4,722,133
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet208
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 804,460
g Noncash contributions included in lines 1a-1f:$  
h Total.Add lines 1a-1f.......MediumBullet 804,460
Program Service RevenueAmt Business Code
2a NET PHYSICIAN SERVICES REVENUE 900099 96,152,455 96,152,455    
b NET PATIENT SERVICE REVENUE 900099 1,360,986,572 1,360,986,572    
c OTHER OPERATING REVENUE 900099 108,405,836 108,405,836    
d MEDICAL DIRECTOR REVENUE-NON EMORY 900099 1,101,447 1,101,447    
e
f All other program service revenue.        
g Total.Add lines 2a–2f.....MediumBullet 1,566,646,310
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 2,618,442     2,618,442
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss)......MediumBullet 0      
(ii) Other (i) Securities
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      
Business Code Miscellaneous Revenue
11a INTERCOMPANY TRANSACTIONS 900099 80,798,241 80,798,241    
b CAFETERIA INCOME 900099 2,366,289 2,366,289    
c OTHER 900099 3,893,577 3,893,577    
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 87,058,107
12 Total revenue. See Instructions......MediumBullet 1,657,127,319 1,653,704,417 0 2,618,442
Form 990 (2015)
Form 990 (2015)
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 domestic organizations and domestic governments. 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 .... 22,894,506 22,506,615 387,891  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 4,988,101 4,903,591 84,510  
7 Other salaries and wages 930,505,045 914,739,949 15,765,096  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 0      
9 Other employee benefits ....... 177,880,643 172,249,567 5,631,076  
10 Payroll taxes ........... 0      
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 3,189,747 1,499,559 1,690,188  
c Accounting ........... 523,494 110,004 413,490  
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) 28,602,716 14,657,539 13,945,177  
12 Advertising and promotion .... 0      
13 Office expenses ....... 0      
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 111,944,530 109,897,694 2,046,836  
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 ........... 11,757,335 11,748,137 9,198  
21 Payments to affiliates ....... 187,278,643 187,278,643 0  
22 Depreciation, depletion, and amortization .. 51,558,275 48,064,367 3,493,908  
23 Insurance ... -5,708,055 -8,794,236 3,086,181  
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 138,868,172 138,013,496 854,676  
b PURCHASED SERVICES 98,463,234 94,814,226 3,649,008  
c SUPPLIES 182,981,721 182,754,434 227,287  
d REIMBURSEMENTS -71,005,303 -71,125,694 120,391  
e All other expenses -85,188,773 -111,566,498 26,377,725  
25 Total functional expenses. Add lines 1 through 24e 1,789,534,031 1,711,751,393 77,782,638 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 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ -189,239,720 1 -396,492,313
2 Savings and temporary cash investments ......... 59,243,394 2 135,210,092
3 Pledges and grants receivable, net ...... 0 3 0
4 Accounts receivable, net ............. 176,364,747 4 170,207,821
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 ........ 4,828,633 8 4,993,448
9 Prepaid expenses and deferred charges ...... 10,878,660 9 14,009,993
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,158,748,714
b Less: accumulated depreciation 10b 720,862,760 430,052,883 10c 437,885,954
11 Investments—publicly traded securities . 31,285,493 11 31,202,045
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 ........... 75,015,083 15 83,468,558
16 Total assets. Add lines 1 through 15 (must equal line 34)... 598,429,173 16 480,485,598
Liabilities 17 Accounts payable and accrued expenses ..... 102,766,726 17 126,149,712
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 156,510 19 57,797
20 Tax-exempt bond liabilities ......... 7,392,998 20 7,544,659
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 375,911,706 25 371,092,477
26 Total liabilities. Add lines 17 through 25.. 486,227,940 26 504,844,645
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 99,932,747 27 -38,270,297
28 Temporarily restricted net assets ........... 11,508,486 28 12,551,250
29 Permanently restricted net assets 760,000 29 1,360,000
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 ........... 112,201,233 33 -24,359,047
34 Total liabilities and net assets/fund balances ........ 598,429,173 34 480,485,598
Form 990 (2015)
Form 990 (2015)
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
1,657,127,319
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,789,534,031
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-132,406,712
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
112,201,233
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
-4,153,568
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
-24,359,047
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 (2015)
Form 990 (2015)
Additional Data


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

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations .............. 1

g
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 (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) EMORY UNIVERSITY
  		580566256 2 Yes   76,980,389 0
Total 1 76,980,389  

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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 VI.)..            
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 section 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) 2015

Schedule A (Form 990 or 990-EZ) 2015
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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 112,263 0 1 1 1 112,266
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...... 687,396,201 705,834,240 790,445,038 875,913,613 899,916,318 3,959,505,410
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. 687,508,464 705,834,240 790,445,039 875,913,614 899,916,319 3,959,617,676
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.) 3,959,617,676
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
9 Amounts from line 6... 687,508,464 705,834,240 790,445,039 875,913,614 899,916,319 3,959,617,676
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 1,300,302 6,916 1,755,922 273,548 1,719,913 5,056,601
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.           0
c Add lines 10a and 10b. 1,300,302 6,916 1,755,922 273,548 1,719,913 5,056,601
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 VI.) ..   29,292,082 58,813,366 51,664,296 7,739,518 147,509,262
13 Total support. (Add lines 9, 10c, 11, and 12.).. 688,808,766 735,133,238 851,014,327 927,851,458 909,375,750 4,112,183,539
14
Section C. Computation of Public Support Percentage
15
15
96.290 %
16
16
95.472 %
Section D. Computation of Investment Income Percentage
17
17
0.123 %
18
18
0.118 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
Yes
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
No
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
No
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described in (a) above?
11b
 
No
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
Yes
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
No
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
No
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
No
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
No
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1 0  
2 Recoveries of prior-year distributions 2 0  
3 Other gross income (see instructions) 3 0  
4 Add lines 1 through 3 4 0  
5 Depreciation and depletion 5 0  
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6 0  
7 Other expenses (see instructions) 7 0  
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8 0  

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a 0  
b Average monthly cash balances 1b 0  
c Fair market value of other non-exempt-use assets 1c 0  
d Total (add lines 1a, 1b, and 1c) 1d 0  
e Discount claimed for blockage or other factors
(explain in detail in Part VI): 0
2 Acquisition indebtedness applicable to non-exempt use assets 2 0  
3 Subtract line 2 from line 1d 3 0  
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4 0  
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 0  
6 Multiply line 5 by .035 6 0  
7 Recoveries of prior-year distributions 7 0  
8 Minimum Asset Amount (add line 7 to line 6) 8 0  

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1 0
2 Enter 85% of line 1 2 0
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3 0
4 Enter greater of line 2 or line 3 4 0
5 Income tax imposed in prior year 5 0
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6 0
7
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 0
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		 0
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 0
4 Amounts paid to acquire exempt-use assets 0
5 Qualified set-aside amounts (prior IRS approval required) 0
6 Other distributions (describe in Part VI). See instructions 0
7Total annual distributions. Add lines 1 through 6. 0
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		 0
9 Distributable amount for 2015 from Section C, line 6 0
10 Line 8 amount divided by Line 9 amount 0 %

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2015 		(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6 		0
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)		 0
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......0
e From 2014.......0
fTotal of lines 3a through e 0
g Applied to underdistributions of prior years 0
h Applied to 2015 distributable amount 0
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f. 0
4Distributions for 2015 from Section D, line 7:
$ 0
a Applied to underdistributions of prior years 0
b Applied to 2015 distributable amount 0
c Remainder. Subtract lines 4a and 4b from 4. 0
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		 0
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		 0
7 Excess distributions carryover to 2016. Add lines
3j and 4c.		 0
8 Breakdown of line 7:
a
b
c Excess from 2013.......0
d From 2014.......0
e From 2015.......0
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
SCHEDULE A, PART I REASON FOR PUBLIC CHARITY STATUS: THE LIST BELOW SHOWS ALL THE ENTITIES INCLUDED IN THIS GROUP RETURN ALONG WITH THE CORRESPONDING BOX NUMBER THAT RELATES TO ITS REASON FOR PUBLIC CHARITY STATUS: EMORY HEALTHCARE, INC. - BOX 11 THE EMORY CLINIC, INC. - BOX 9 WESLEY WOODS CENTER OF EMORY UNIVERSITY, INC. - BOX 3 EMORY MEDICAL CARE FOUNDATION, INC. - BOX 9 EMORY INNOVATIONS, INC. - BOX 11 EMORY/SAINT JOSEPH'S INC. - BOX 4 TRANSLATIONAL TESTING AND TRAINING LABORATORIES, INC. - BOX 4 SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC. - BOX 3 EMORY-CHILDREN'S CENTER, INC. - BOX 9
SCHEDULE A, PART III, SECTION B, LINE 12 OTHER INCOME: INTERCOMPANY TRANSACTIONS $7,739,518
Schedule A (Form 990 or 990-EZ) 2015


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
2015
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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) 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


(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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 4
Name of organization
EMORY GROUP RETURN
  		Employer identification number

90-0790361
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2015)

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," on 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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on 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)
Revenue included on 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
Revenue included on 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) 2015

Schedule D (Form 990) 2015
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" on 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, for escrow or custodial account liability?
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" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 585,000 585,000 585,000 0 0
b Contributions ... 0   0 585,000  
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 ...... 585,000 585,000 585,000 585,000 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 on 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" on 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' on 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 ...   20,500,427 20,500,427
b Buildings   372,561,916 173,454,259 199,107,657
c Leasehold improvements   112,979,376 48,422,599 64,556,777
d Equipment ...   642,641,987 489,348,853 153,293,134
e Other ...   10,065,008 9,637,049 427,959
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 437,885,954
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on 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    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
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' on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DUE FROM RELATED PARTIES 4,550,051
(2) ASSETS LIMITED AS TO USE 12,930,766
(3) OTHER 65,101,289
(4) GOODWILL 886,452
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 83,468,558
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
DUE TO EMORY UNIVERSITY - DEBT 223,344,575
GENERAL&PROFESSIONAL LIABILITY 12,965,832
DIST. PAYABLE TO DEPARTMENTS 12,001,625
OTHER 4,245,768
THIRD PARTY SETTLEMENTS 14,732,288
DIST. PAYABLE TO OTHERS 2,345,742
DUE TO INTERCOMPANY 4,550,051
ACCRUED PENSION&475B LIABILITY 96,906,596
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 371,092,477
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) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on 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 (losses) 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' on 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, 2016 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, 2016 AND 2015, 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) 2015


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" on Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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 criteria used 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) . . . 		    9,030,797   9,030,797 0.520 %
b Medicaid (from Worksheet 3, column a) . . . . .     20,486,318 12,818,467 7,667,851 0.440 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .     29,517,115 12,818,467 16,698,648 0.960 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     659,777   659,777 0.040 %
f Health professions education (from Worksheet 5) . . .     996,779   996,779 0.060 %
g Subsidized health services (from Worksheet 6) . . . .     35,741,485 12,818,467 22,923,018 1.310 %
h Research (from Worksheet 7) .            
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     592,438   592,438 0.030 %
j Total. Other Benefits . .     37,990,479 12,818,467 25,172,012 1.440 %
k Total. Add lines 7d and 7j .     67,507,594 25,636,934 41,870,660 2.400 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
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
43,176,040
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
864,000
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
115,526,927
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
147,763,023
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-32,236,096
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) 2015
Schedule H (Form 990) 2015
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?2
Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility) 		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
060-159 		X X       X X      
2 EMORY JOHNS CREEK HOSPITAL
6325 HOSPITAL PARKWAY
JOHNS CREEK,GA30097
www.emoryhealthcare.org
060-631 		X X   X   X X      
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 4
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)
HOSPITAL FACILITIES LINES 1-2
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		12
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 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 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): WWW.EMORYHEALTHCARE.ORG/ABOUT/COMMUNITY.HTML
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, 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) 2015
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
HOSPITAL FACILITIES LINES 1-2
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE PART VI
b
SEE PART VI
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 6
Part VFacility Information (continued)

HOSPITAL FACILITIES LINES 1-2
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 7
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 8
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?82
Name and address Type of Facility (describe)
1 Emory at Acworth
4769 South Main Street
Acworth,GA30101 		Clinic Center
2 Emory at Acworth
4791 S Main St Units 100 110 120
Acworth,GA30101 		Clinic Center
3 Emory Heart & Vascular Center
1199 Prince Avenue
Athens,GA30606 		Clinic Center
4 Emory Dialysis Center at Northside
610 Northside Drive
Atlanta,GA30318 		Clinic Center
5 Emory Heart & Vascular Center
5665 Peachtree Dunwoody Road
Atlanta,GA30342 		Clinic Center
6 Emory Dialysis at Greenbriar
2841 Greenbriar Prkwy
Atlanta,GA30331 		Clinic Center
7 Emory Orthopaedics and Spine
59 Executive Park South
Atlanta,GA30329 		Clinic Center
8 Emory Aesthetic Center
3200 Downwood Circle
Atlanta,GA30327 		Clinic Center
9 Emory Clinic
5671 Peachtree Dunwoody Rd
Atlanta,GA30342 		Clinic Center
10 Emory Brain Health & Sleep Center
12 Executive Park Drive NE
Atlanta,GA30324 		Clinic Center
11 Emory Clinic
5673 Peachtree Dunwoody Rd Suite 6
Atlanta,GA30342 		Clinic Center
12 Emory Clinic
5673 Peachtree Dunwoody Rd Suite 3
Atlanta,GA30342 		Clinic Center
13 Emory Clinic
5673 Peachtree Dunwoody Rd Suite 5
Atlanta,GA30342 		Clinic Center
14 Emory at St Joseph's Pulmonary Med
5673 Peachtree Dunwoody Rd Suite 5
Atlanta,GA30342 		Clinic Center
15 Emory Clinic
1365 Clifton Road Building A
Atlanta,GA30322 		Clinic Center
16 Emory Clinic
1365 Clifton Road Building B
Atlanta,GA30322 		Clinic Center
17 Emory Clinic
1365 Clifton Road Building C
Atlanta,GA30322 		Clinic Center
18 Emory Clinic
1525 Clifton Road 1525 Building
Atlanta,GA30322 		Clinic Center
19 Emory Clinic
550 Peachtree St Medical Office To
Atlanta,GA30308 		Clinic Center
20 Emory Women's Center
5673 Peachtree Dunwoody Rd Suite 7
Atlanta,GA30342 		Clinic Center
21 EUHM Imaging Center at Buford
3425 Buford Drive Suite 100
Buford,GA30519 		Clinic Center
22 Emory Heart & Vascular Center at Conyers
1400 Wellbrook Circle
Conyers,GA30207 		Clinic Center
23 Emory at Covington Newton Drive
6175 Newton Drive
Covington,GA30014 		Clinic Center
24 Emory at Covington Adams Street
5278 Adams Street
Covington,GA30014 		Clinic Center
25 Emory at Covington Hospital Drive
4181 Hospital Drive Suite 401
Covington,GA30014 		Clinic Center
26 Emory Heart & Vascular Center
634 Peachtree Parkway
Cumming,GA30041 		Clinic Center
27 Emory Clinic at Cumming Vascular
1100 Northside Forsyth Drive Suite
Cumming,GA30041 		Clinic Center
28 Emory at Cumming Family Practice
610 Peachtree Parkway Suite 100
Cumming,GA30041 		Clinic Center
29 Emory Genetics
2165 N Decatur Road
Decatur,GA30030 		Clinic Center
30 Emory Heart & Vascular Center
2801 North Decatur Road Suite 295
Decatur,GA30033 		Clinic Center
31 Emory Dialysis Center at Candler
2726 Candler Road
Decatur,GA30034 		Clinic Center
32 ESA Caremore
484 Irvin Court
Decatur,GA30030 		Clinic Center
33 Emory at Duluth Heart & Vascular
4245 Pleasant Hill Road
Duluth,GA30096 		Clinic Center
34 Emory at Sugarloaf Internal Medicine
1845 Satellite Blvd Suite 500
Duluth,GA30097 		Clinic Center
35 Emory ASC of Dunwoody
4555 North Shallowford Road
Dunwoody,GA30338 		Clinic Center
36 Emory at Dunwoody Family Medicine
4500 North Shallowford Road
Dunwoody,GA30338 		Clinic Center
37 Emory at Dunwoody Family Practice
1776 Old Spring House Lane Suite 2
Dunwoody,GA30338 		Clinic Center
38 Emory at Fayetteville Heart & Vascular
115 Sumner Road
Fayetteville,GA30214 		Clinic Center
39 Emory Heart & Vascular Center
6335 Hospital Parkway Suite 110
Johns Creek,GA30097 		Clinic Center
40 Emory Clinic Orthopaedics Sports & Spine
6335 Hospital Parkway Suites 302
Johns Creek,GA30097 		Clinic Center
41 Emory Johns Creek OBGYN
6335 Hospital Parkway Suite 203
Johns Creek,GA30097 		Clinic Center
42 Emory at LaGrange Ambulatory Surgery
1805 Vernon Road
LaGrange,GA30240 		Clinic Center
43 Emory at LaGrange Davis Road
380 South Davis Road Suites E F
LaGrange,GA30241 		Clinic Center
44 Emory at LaGrange Smith Street
303 Smith Street
LaGrange,GA30240 		Clinic Center
45 Emory at LaGrange
1801 Vernon Road
LaGrange,GA30240 		Clinic Center
46 Emory Primary Care at Lithonia
5461 Hillandale Drive
Lithonia,GA30058 		Clinic Center
47 Emory at Locust Grove Heart & Vascular
4851 Bill Gardner Pkwy
Locust Grove,GA30248 		Clinic Center
48 Emory Women's Heart Center
137 Johnson Ferry Road
Marietta,GA30068 		Clinic Center
49 Emory Clinic at East Cobb
137 Johnson Ferry Road
Marietta,GA30068 		Clinic Center
50 Emory at McDonough
259 Jonesboro Road
McDonough,GA30253 		Clinic Center
51 EUHM Imaging Center at McDonough
249 Jonesboro Road
McDonough,GA30253 		Clinic Center
52 Emory at Peachtree City
3000 Shakerag Hill
Peachtree City,GA30269 		Clinic Center
53 Emory Heart & Vascular at Riverdale
6507 Professional Place
Riverdale,GA30274 		Clinic Center
54 Emory at Roswell Internal Medicine
1400 Hembree Rd
Roswell,GA30076 		Clinic Center
55 Emory at Sharpsburg
3345 E Highway 34 Suite 101
Sharpsburg,GA30277 		Clinic Center
56 Emory Heart & Vascular at Smyrna
3909 South Cobb Drive Suite 112
Smyrna,GA30080 		Clinic Center
57 Emory Heart & Vascular at Snellville
1608 Tree Lane Suite 101
Snellville,GA30078 		Clinic Center
58 Emory at Stockbridge Highway 138
3579 Highway 138 Suite 201
Stockbridge,GA30281 		Clinic Center
59 ESA Caremore
3515 Highway 138 SE
Stockbridge,GA30281 		Clinic Center
60 Emory at Eagles Landing
1050 Eagles Landing Pkwy Stes 101
Stockbridge,GA30281 		Clinic Center
61 Emory at Suwanee
345 Peachtree Industrial BlvdSuite
Suwanee,GA30024 		Clinic Center
62 Emory Heart & Vascular at Villa Rica
401 Permian Way
Villa Rica,GA30180 		Clinic Center
63 Emory at West Point
1610 E 10th Street
West Point,GA31833 		Clinic Center
64 EMORY EMPLOYER HEALTH SOLUTIONS
5671 PEACHTREE DUNWOODY ROAD
ATLANTA,GA30342 		CLINIC CENTER
65 SPINE PHYSICAL THERAPY
57 EXECUTIVE PARK SOUTH
ATLANTA,GA30329 		CLINIC CENTER
66 EMORY AT SAINT JOSEPH'S INTERNAL MED
5673 PEACHTREE DUNWOODY Rd NE Suit
ATLANTA,GA30342 		CLINIC CENTER
67 EMORY TRANSPLANT CENTER DUBLIN
200 FAIRVIEW PARK DRIVE
DUBLIN,GA31021 		CLINIC CENTER
68 EMORY CLINIC ORTHOPAEDICSSPORTS & SPINE
1845 Satellite Blvd
DULUTH,GA30094 		CLINIC CENTER
69 EMORY AT LAGRANGE ONCOLOGY
310 NORTH LEWIS STREET
LAGRANGE,GA30240 		CLINIC CENTER
70 EMORY TRANSPLANT CENTER SAVANNAH
5354 REYNOLDS STREET Suite 212
SAVANNAH,GA31405 		CLINIC CENTER
71 EMORY AT SUWANEE
5400 LAUREL SPRINGS PARKWAY
SUWANEE,GA30024 		CLINIC CENTER
72 EMORY AT AVALON
2795 OLD MILTON PARKWAY
ALPHARETTA,GA30009 		CLINIC CENTER
73 TEC AT EUHM MEDICAL OFFICE TOWER
550 PEACHTREE STREET
ATLANTA,GA30308 		CLINIC CENTER
74 EMORY CLINIC
5665 PEACHTREE DUNWOODY RD
ATLANTA,GA30342 		CLINIC CENTER
75 EMORY AT BUFORD
3276 BUFORD DRIVE
BUFORD,GA30519 		CLINIC CENTER
76 EMORY HEART & VASCULAR AT HIAWASSEE
110 SOUTH MAIN STREET
HIAWASSEE,GA30546 		CLINIC CENTER
77 EMORY HEART & VASCULAR AT MURPHY
4188 EAST US 64
MURPHY,NC28906 		CLINIC CENTER
78 EMORY HEART & VASCULAR AT ROYSTON
930 FRANKLIN SPRINGS ROAD
ROYSTON,GA30662 		CLINIC CENTER
79 EMORY AT SMYRNA
3909 SOUTH COBB DRIVE
SMYRNA,GA30080 		CLINIC CENTER
80 EMORY HEART & VASCULAR AT TOCCOA
15 ROCK QUARRY ROAD
TOCCOA,GA30577 		CLINIC CENTER
81 EMORY AT TUCKER
1459 MONTREAL ROAD
TUCKER,GA30084 		CLINIC CENTER
82 EMORY AT ROSWELL VASCULAR SURGERY
1400 HEMBREE ROAD
ROSWELL,GA30076 		CLINIC CENTER
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 9
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.
Form and Line Reference Explanation
PART I, LINE 3C FPG ELIGIBILITY: NOT APPLICABLE
PART I, LINE 6A COMMUNITY BENEFIT REPORT: EMORY UNIVERSITY/WOODRUFF HEALTH SCIENCES CENTER COMMUNITY BENEFIT REPORT CAN BE FOUND ON THE WEB AT: HTTP://WHSC.EMORY.EDU/PUBLICATIONS/COMMUNITY-BENEFITS/INDEX.HTML
PART I, LINE 7, COLUMN F PERCENT OF TOTAL EXPENSE: IN THE "PERCENT OF TOTAL EXPENSE" CALCULATION CONTAINED IN COLUMN F OF PART I, LINE 7, THE DENOMINATOR (TOTAL FUNCTIONAL EXPENSES REPORTED ON PART IX, LINE 25A) WAS REDUCED BY $43,176,040 THE TOTAL PROVISION FOR BAD DEBTS INCLUDED IN THAT NUMBER. The 2015 Schedule H instructions provide new guidance for column F for group return filers. The total expense denominator for purposes of determining the percent of total expense for column F is the amount reported on Form 990, Part IX, line 25, column A of the group return. Therefore, Schedule H column F of this group return is presenting the consolidated total from the group statement of functional expenses, instead of including the functional expenses of hospital facilities only. However, we would also like to disclose the percent of total expense for Part I, Line 7k, column F using the functional expenses of hospital facilities only in the denominator, as this presents a most accurate reflection community benefit expenses for the hospital facilities within the group. That percentage would be 8.14%.
PART I, LINE 7 FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST: EMORY UNIVERSITY INCLUDES ONE OF THE NATION'S LEADING ACADEMIC COMPLEXES FOR TEACHING, RESEARCH, AND PATIENT CARE - THE ROBERT W. WOODRUFF HEALTH SCIENCES CENTER (WHSC). THE WHSC INCLUDES EMORY UNIVERSITY SCHOOL OF MEDICINE, NELL HODGSON WOODRUFF SCHOOL OF NURSING, ROLLINS SCHOOL OF PUBLIC HEALTH, WINSHIP CANCER INSTITUTE, YERKES NATIONAL PRIMATE RESEARCH CENTER, AND EMORY HEALTHCARE, WHICH IS THE WHSC'S SYSTEM OF HEALTH CARE OPERATIONS. EMORY HEALTHCARE INCLUDES PHYSICIAN GROUPS FOR PEDIATRIC AND ADULT PATIENTS AS WELL AS THE FOLLOWING HOSPITALS: (1) THREE GENERAL AND ACUTE CARE HOSPITALS: EMORY UNIVERSITY HOSPITAL (WHICH INCLUDES EMORY UNIVERSITY ORTHOPAEDICS & SPINE HOSPITAL),EMORY UNIVERSITY HOSPITAL MIDTOWN AND EMORY UNIVERSITY HOSPITAL SMYRNA; (2) TWO JOINT VENTURES: EMORY-SAINT JOSEPH'S, INC. (WHICH INCLUDES EMORY JOHNS CREEK HOSPITAL, SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC., AND TRANSLATIONAL TESTING AND TRAINING LABORATORIES, INC.); AND EMORY REHABILITATION HOSPITAL. ALTHOUGH PART OF THE EMORY HEALTHCARE SYSTEM, THE VARIOUS HOSPITALS ARE OPERATING DIVISIONS OF DIFFERENT EMORY ENTITIES. EMORY UNIVERSITY HOSPITAL, EMORY UNIVERSITY HOSPITAL MIDTOWN AND EMORY UNIVERSITY HOSPITAL SMYRNA ARE OPERATING DIVISIONS OF EMORY UNIVERSITY. EMORY JOHNS CREEK HOSPITAL AND SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC. ARE PART OF A JOINT VENTURE WITH SAINT JOSEPH'S HEALTH SYSTEM INC. EMORY REHABILITATION HOSPITAL IS PART OF A JOINT VENTURE WTIH SELECT MEDICAL CORPORATION. IN ADDITION, EMORY HAS CLOSE WORKING RELATIONSHIPS WITH OTHER HOSPITALS, INCLUDING GRADY MEMORIAL HOSPITAL ("GRADY"), CHILDREN'S HEALTHCARE OF ATLANTA, INC. AND THE ATLANTA VETERANS AFFAIRS MEDICAL CENTER ("ATLANTA VA"). EMORY UNIVERSITY SCHOOL OF MEDICINE IS A MAJOR SUPPLIER OF THE PHYSICIANS (BOTH MEDICAL FACULTY AND PHYSICIAN RESIDENTS IN TRAINING) AT GRADY, PROVIDING 85% OF PHYSICIAN CARE AT THIS FACILITY, WHICH IS ONE OF THE LARGEST PUBLIC HOSPITALS IN THE SOUTHEAST. EMORY UNIVERSITY HOSPITAL, EMORY UNIVERSITY HOSPITAL MIDTOWN, AS WELL AS GRADY, THE ATLANTA VA, AND CHILDREN'S HEALTHCARE OF ATLANTA, INC. SERVE AS TEACHING FACILITIES FOR THE EMORY UNIVERSITY SCHOOL OF MEDICINE (PROVIDING VENUES FOR RESIDENCY TRAINING) AND EMORY'S NELL HODGSON WOODRUFF SCHOOL OF NURSING (PROVIDING DEDICATED EDUCATION UNITS FOR NURSING STUDENTS). EMORY UNIVERSITY HOSPITAL AND EMORY UNIVERSITY HOSPITAL MIDTOWN ALSO ARE ACTIVE SITES WITHIN THE CLINICAL INTERACTION NETWORK OF THE NIH-SPONSORED ATLANTA CLINICAL & TRANSLATIONAL SCIENCE INSTITUTE (ACTSI), WHICH SEEKS TO MAKE CLINICAL TRIALS FOR NEW TREATMENTS MORE EFFICIENT AND MORE AVAILABLE THROUGHOUT THE COMMUNITY. EMORY IS THE LEAD PARTNER IN ACTSI, WHICH ALSO INVOLVES MOREHOUSE SCHOOL OF MEDICINE AND THE GEORGIA INSTITUTE OF TECHNOLOGY. THROUGH THE EMORY MEDICAL CARE FOUNDATION, INC. (EMCF), WHICH IS CONTROLLED BY EMORY UNIVERSITY, EMORY PHYSICIANS PROVIDED $27.1 MILLION IN UNCOMPENSATED PATIENT CARE TO GRADY IN FY 2016. IN ADDITION, EMCF INVESTS ANY REIMBURSEMENTS THAT EMORY FACULTY DO RECEIVE FOR SERVICES RENDERED AT GRADY TO UPGRADE EQUIPMENT AND SUPPORT VITAL SERVICES PROVIDED BY EMORY PHYSICIANS WORKING AT GRADY. EMCF INVESTED $46 MILLION FOR THIS PURPOSE IN FY 2016. EMORY ALSO PROVIDES 75% OF PHYSICIAN CARE AT CHILDREN'S AT HUGHES SPALDING, A PEDIATRIC HOSPITAL ON GRADY'S CAMPUS OPERATED BY CHILDREN'S HEALTHCARE OF ATLANTA, INC. THE TOTAL CHARITY CARE AND COMMUNITY BENEFIT ATTRIBUTED TO THE ORGANIZATION IS LOCATED ON PART I, LINE 7 OF SCHEDULE H. FOR A MORE COMPREHENSIVE OVERVIEW OF THE TOTAL CHARITY CARE AND COMMUNITY BENEFIT PROVIDED BY EMORY HEALTHCARE, PLEASE VIEW THE EMORY UNIVERSITY/WOODRUFF HEALTH SCIENCES CENTER COMMUNITY BENEFIT REPORT AT: HTTP://WHSC.EMORY.EDU/PUBLICATIONS/COMMUNITY-BENEFITS/INDEX.HTML FOR MORE SPECIFICS AND A BREAKDOWN OF CHARITY CARE BY INDIVIDUAL FACILITY AND FOR A CHART AGGREGATING A VARIETY OF COMMUNITY BENEFITS IN DOLLAR FIGURES SEE: HTTP://WHSC.EMORY.EDU/PUBLICATIONS/COMMUNITY-BENEFITS/CC-OVERVIEW.HTML IN COMPARISON WITH OTHER HOSPITALS IN METRO ATLANTA AND THE SURROUNDING COMMUNITY, EMORY HEALTHCARE HOSPITALS ARE REFERRED A DISPROPORTIONATE NUMBER OF PATIENTS WITH EXTREMELY COMPLEX AND CHALLENGING CONDITIONS. OTHER AREA HOSPITALS ROUTINELY REFER PATIENTS TO EMORY FOR WHOM THEY HAVE NO OTHER TREATMENT RECOURSE. THESE SICKEST-OF-THE-SICK PATIENTS ARE NOT ONLY THE MOST CLINICALLY CHALLENGING BUT ALSO THE MOST COSTLY PATIENTS TO TREAT. AT EMORY, SUCH PATIENTS FIND CLINICIANS DETERMINED TO PROVIDE THE BEST, MOST COMPASSIONATE CARE POSSIBLE REGARDLESS OF THESE PATIENT'S ABILITY TO PAY. EMORY UNIVERSITY HOSPITAL, IN PARTICULAR, IS NOTED AS A DESTINATION FOR PATIENTS IN THIS HIGH-ACUITY CATEGORY. THIS HOSPITAL CONTINUES TO BE IN THE TOP TWENTY OF THE HIGHEST CASE-MIX INDEX OF HOSPITALS IN THE VIZIENT DATABASE F/K/A UNIVERSITY HEALTH SYSTEM CONSORTIUM DATABASE, WHICH MEANS THAT ITS PATIENTS ARE AMONG THE SICKEST TREATED ANYWHERE IN THE COUNTRY AND INCLUDE PATIENTS ROUTINELY REFERRED FROM HOSPITALS THROUGHOUT ATLANTA AND THE REGION. EMORY UNIVERSITY HOSPITAL ALSO PROVIDES SERVICES AND PROCEDURES AVAILABLE NOWHERE ELSE IN THE STATE, INCLUDING HIGH COMPLEX TRANSPLANT PROCEDURES, AMONG OTHERS. EMORY UNIVERSITY HOSPITAL HELPS PIONEER, TEST, AND DEVELOP NEW PROCEDURES THAT EVENTUALLY MAKE THEIR WAY INTO THE BROADER COMMUNITY OF HEALTH CARE PROVIDERS. IN ADDITION, IN PARTNERSHIP WITH THE CENTERS FOR DISEASE CONTROL AND PREVENTION, EMORY UNIVERSITY HOSPITAL HAS A SPECIAL ISOLATION UNIT FOR THE CARE OF PATIENTS WITH SERIOUS COMMUNICABLE DISEASES - SUCH AS CDC EMPLOYEES WHO HAVE CONFIRMED, PROBABLE, OR SUSPECTED INFECTION WITH OR EXPOSURE TO PATHOGENS SUCH AS EBOLA, SMALLPOX, PNEUMONIC PLAGUE, OR SARS THAT ARE ASSOCIATED WITH HIGH INFECTIVITY RATES. EMORY UNIVERSITY HOSPITAL MIDTOWN (EUHM), WHICH INCLUDES A LEVEL III NEONATAL INTENSIVE CARE UNIT AMONG ITS OTHER ICUS, ALSO HAS A CASE-MIX INDEX THAT IS CONSIDERABLY HIGHER THAN THAT OF MOST COMMUNITY HOSPITALS. IN PARTNERSHIP WITH THE ATLANTA POLICE DEPARTMENT, EMORY UNIVERSITY HOSPITAL MIDTOWN HAS A MINI ATLANTA POLICE STATION PRECINCT ON ITS SITE, WHICH HOUSES NUMEROUS SWORN POLICE EMPLOYEES WITH RESPONSIBILITY FOR PATROLLING MIDTOWN AND DOWNTOWN ATLANTA. EUHM SPONSORS PERIODIC WORKDAYS DURING WHICH EMPLOYEES DO CLEAN-UP ACTIVITIES IN THE NEIGHBORHOOD AROUND EUHM. EUHM ALSO COLLABORATES WITH STATE AGENCIES IN GEORGIA AND THE ROSWELL EMPLOYMENT AGENCY BRIGGS & ASSOCIATES ON PROJECT SEARCH TO TARGET HIGH SCHOOL SENIORS WITH DEVELOPMENTAL DISABILITIES FOR ONE-ON-ONE JOB TRAINING AND COACHING. THESE YOUNG PEOPLE BECOME REGULAR EMPLOYEES, EARNING REGULAR WAGES. EUHM RECEIVED THE "FREEDOM TO COMPETE" AWARD IN 2007 FROM THE EQUAL OPPORTUNITY COMMISSION FOR ITS ROLE AS THE STARTING LOCATION FOR THIS PROGRAM.
PART III, SECTION A, LINE 4 AND SECTION B, LINES 2 AND 3: FOOTNOTE TO FINANCIAL STATEMENTS: EMORY UNIVERSITY'S AUDITED FINANCIAL STATEMENT FOOTNOTE #5 NET PATIENT SERVICE REVENUE INCLUDES DISCUSSION ON PROVISIONS FOR UNCOLLECTIBLE ACCOUNTS FOR EMORY HEALTHCARE. EMORY UNIVERSITY'S AUDITED FINANCIAL STATEMENT FOOTNOTE #1 ORGANIZATION DESCRIBES WHAT ALL IS INCLUDED IN EMORY HEALTHCARE FOR FINANCIAL REPORTING PURPOSES.
PART III, SECTION B, LINE 8 TREATMENT OF SHORTFALL: SHORTFALL IS NOT REPORTED IN LINE 7 COMMUNITY BENEFIT. TO DETERMINE MEDICARE ALLOWABLE COSTS REPORTED IN THE MEDICARE COST REPORT, THE COST-TO-CHARGE RATIO IS APPLIED TO GROSS PATIENT REVENUE ASSOCIATED WITH SERVICES PERFORMED FOR PATIENTS WHO ARE ELIGIBLE FOR MEDICARE.
PART III, SECTION C, LINE 9B DEBT COLLECTION POLICY: CREDIT/COLLECTION POLICY REQUIRES ALL ACCOUNTS TO BE REVIEWED FOR POSSIBLE CHARITY WRITE-OFF. COLLECTION PRACTICES ARE NOT UNDERTAKEN WITH RESPECT TO CHARGES RELATED TO SERVICES COVERED BY THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY.
PART V FACILITY INFORMATION: SAINT JOSEPH'S HOSPITAL OF ATLANTA - SEE SCHEDULE 0. EMORY JOHNS CREEK HOSPITAL - SEE SCHEDULE O.
PART VI, LINE 2 NEEDS ASSESSMENT: EMORY HEALTHCARE CURRENTLY CONDUCTS AN EXTENSIVE ANNUAL ENVIRONMENTAL ASSESSMENT, WHICH ENCOMPASSES EACH ENTITY WITHIN THE ORGANIZATION. THIS ASSESSMENT IS UTILIZED TO PLAN THE STRATEGIC DIRECTION FOR THE FOLLOWING FISCAL YEAR. THE ENVIRONMENTAL ASSESSMENT INCLUDES A DETAILED REVIEW OF PATIENT ORIGIN AND PATIENT CHARACTERISTICS, INCLUDING AGE, ETHNICITY, AND PAYER. THE POPULATION DEMOGRAPHICS FOR THE PRIMARY AND SECONDARY SERVICE AREAS ARE ANALYZED. THE ASSESSMENT ALSO INCLUDES A REVIEW OF SERVICES CURRENTLY UTILIZED BY PATIENTS ALONG WITH A FORECAST OF FUTURE SERVICE LINE NEEDS. IN ADDITION TO THIS ASSESSMENT, A DETAILED MEDICAL STAFF DEVELOPMENT ASSESSMENT IS CONDUCTED ANNUALLY TO DETERMINE SPECIALTY NEEDS.
PART VI, LINE 3 PART V, SECTION B, LINES 13A,13B,15E,16A,16B,16C AND 16I PART I, LINE 3A AND LINE 3B PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: FINANCIAL ASSISTANCE POLICY AND FINANCIAL ASSISTANCE APPLICATIONS ARE DISCUSSED WITH PATIENTS DURING THE FINANCIAL SCREENING PROCESS. ALL PATIENTS ARE SCREENED. AS PART OF THE SCREENING PROCESS, A FINANCIAL ASSISTANCE APPLICATION IS COMPLETED ON BEHALF OF THE PATIENT AND ELIBIGLE PATIENTS ARE NOTIFIED OF THEIR STATUS OF FINANCIAL ASSISTANCE AS EACH APPLICATION IS PROCESSED. WE ALSO UTILIZE A MEDICAID ELIGIBILITY VENDOR TO ASSIST PATIENTS IN APPLYING FOR MEDICAID OR OTHER GOVERNMENT PROGRAMS. FINANCIAL ASSISTANCE POLICY PLAIN LANGUAGE SUMMARY FINANCIAL ASSISTANCE APPLICATION ARE LOCATED AT: HTTP://WWW.EMORYHEALTHCARE.ORG/PATIENTS-VISITORS/FINANCIAL-ASSISTANCE.HTML
PART VI, LINE 4 COMMUNITY INFORMATION: FOR THE PURPOSE OF SAINT JOSEPH'S HOSPITAL OF ATLANTA'S (SJHA) COMMUNITY HEALTH NEEDS ASSESSMENT, SJHA'S COMMUNITY IS DEFINED AS THE AREA FROM WHICH OVER 75% OF SJHA'S INPATIENT ADMISSIONS ORIGINATE. SJHA'S COMMUNITY OR PRIMARY SERVICE AREA INCLUDES DEKALB, FULTON, GWINNETT, AND COBB COUNTIES IN GEORGIA. FOR THE PURPOSE OF EMORY JOHNS CREEK HOSPITAL'S (EJCH) COMMUNITY HEALTH NEEDS ASSESSMENT, EJCH'S COMMUNITY IS DEFINED AS THE AREA FROM WHICH 75% OF EJCH'S INPATIENT ADMISSIONS ORIGINATE. EJCH'S COMMUNITY OR PRIMARY SERVICE AREA ENCOMPASSES EIGHTEEN ZIP CODES IN NORTH FULTON, FORSYTH, AND GWINNETT COUNTIES IN GEORGIA.
PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH: FOR MORE INFORMATION PLEASE SEE "COMMUNITY" AS FOUND AT HTTP://WWW.EMORYHEALTHCARE.ORG/ABOUT/COMMUNITY.HTML
PART VI, LINE 6 AFFILIATED HEALTH CARE SYSTEM: EMORY HEALTHCARE IS THE CLINICAL ENTERPRISE OF THE ROBERT W. WOODRUFF HEALTH SCIENCES CENTER OF EMORY UNIVERSITY, WHICH FOCUSES ON PATIENT CARE, EDUCATION OF HEALTH PROFESSIONALS, RESEARCH ADDRESSING HEALTH AND ILLNESS, AND HEALTH POLICIES FOR PREVENTION AND TREATMENT OF DISEASE. A KEY COMPONENT OF THE WOODRUFF HEALTH SCIENCES CENTER IS THE EMORY UNIVERSITY SCHOOL OF MEDICINE, WHICH HAS BEEN AT THE FOREFRONT OF MEDICAL KNOWLEDGE AND RESEARCH, PIONEERING MANY ADVANCES AND PROCEDURES THAT HAVE CHANGED THE FACE OF MEDICAL HISTORY.
PART V, SECTION B, LINE 3J AND LINE 5 COMMUNITY HEALTH NEEDS ASSESSMENT - INPUT FROM COMMUNITY: To understand the needs of the community we serve, a Community Health Needs Assessment was conducted using quantitative data (e.g., demographics data, mortality rates, morbidity data, disease prevalence rates, health care resource data, etc.) and input from stakeholders representing the broad interest of our community (e.g., individuals with special knowledge of public health, the needs of the underserved, low-income, and minority populations, the needs of populations with chronic diseases, etc.). COMMUNITY STAKEHOLDER INTERVIEWS: A KEY COMPONENT IN THE COMMUNITY HEALTH NEEDS ASSESSMENT IS GATHERING INPUT FROM THE COMMUNITY STAKEHOLDERS. THESE STAKEHOLDERS INCLUDED A MIX OF INTERNAL AND EXTERNAL REPRESENTATIVES OF PASTORS, PUBLIC HEALTH OFFICIALS, HEALTH CARE PROVIDERS, SOCIAL SERVICE AGENCY REPRESENTATIVES, GOVERNMENT LEADERS, AND BOARD MEMBERS. DUE TO THEIR PROFESSION, TENURE, AND/OR COMMUNITY INVOLVEMENT, COMMUNITY STAKEHOLDERS OFFER DIVERSE PERSPECTIVES AND INFORMATION TO THE COMMUNITY HEALTH NEEDS ASSESSMENT. THEY ARE INDIVIDUALS AT THE FRONT LINE AND BEYOND THAT CAN BEST IDENTIFY UNMET SOCIAL AND HEALTH NEEDS OF THE COMMUNITY. INTERVIEWS WITH SEVENTEEN REPRESENTATIVES FROM ORGANIZATIONS AND ONE FOCUS GROUP WERE CONDUCTED BY THE WOODRUFF HEALTH SCIENCES CENTER STRATEGIC PLANNING OFFICE. FOR MORE INFORMATION SEE APPENDIX B OF EACH COMMUNITY HEALTH NEEDS ASSESSMENT AT: HTTP://WWW.EMORYHEALTHCARE.ORG/ABOUT/COMMUNITY.HTML
PART V, SECTION B, LINE 6A AND LINE 6B COMMUNITY HEALTH NEEDS ASSESSMENT - HOSPITALS INCLUDED: THE COMMUNITY HEALTH NEEDS ASSESSMENT FOR HOSPITALS INCLUDED IN THE EMORY GROUP RETURN WERE CONDUCTED BY THE WOODRUFF HEALTH SCIENCES CENTER STRATEGIC PLANNING OFFICE. THE HOSPITALS' COMMUNITY HEALTH NEEDS ASSESSMENTS FOR ADDITIONAL OPERATING UNITS AND AFFILIATES OF EMORY HEALTHCARE INCLUDED: EMORY UNIVERSITY HOSPITAL EMORY UNIVERSITY ORTHOPAEDICS & SPINE HOSPITAL EMORY UNIVERSITY HOSPITAL MIDTOWN EMORY UNIVERSITY HOSPITAL SMYRNA EMORY REHABILITATION HOSPITAL
PART V, SECTION B, LINE 7D COMMUNITY HEALTH NEEDS ASSESSMENT - AVAILABLE TO PUBLIC: THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS MADE WIDELY AVAILABLE TO THE COMMUNITY AND SHARED WITH ORGANIZATIONS INCLUDING GEORGIA DEPARTMENT OF COMMUNITY HEALTH, GEORGIA DEPARTMENT OF PUBLIC HEALTH, ROLLINS SCHOOL OF PUBLIC HEALTH, AMERICAN CANCER SOCIETY, UNITED WAY OF GREATER ATLANTA, SAINT JOSEPH'S MERCY CARE SERVICES, VISITING NURSE HEALTH SYSTEMS, VISTACARE HOSPICE, GWINNETT SEXUAL ASSAULT CENTER & CHILDREN'S ADVOCACY CENTER, GOOD SHEPHERD CLINIC, THE DRAKE HOUSE, DEKALB COMMUNITY SERVICE BOARD, CITY OF JOHN'S CREEK POLICE DEPARTMENT, CLAYTON COUNTY BOARD OF HEALTH, AREA AGENCY ON AGING WITH ATLANTA REGIONAL COMMISSION, AND ADDITIONAL GROUPS.
PART V, LINE 11 In 2016, Emory Healthcare conducted community health needs assessments (CHNAs) to assess the needs of the communities served by our hospitals. Using the reports, each hospital identified priority health needs for its community and developed strategies to address actionable ways in which we plan to aid those within our community. Through these strategies, it was and continues to be our goal to improve the health and well-being of our community members, while continually delivering optimal care to our patients. Since 2016, Emory Healthcare has sought to address all the needs identified in the 2016 CHNAs through a variety of actions. The 2016 CHNAs include an assessment of progress made on the 2013 implementation strategy plans developed by each hospital. SEE FURTHER DETAILS AT: HTTP://WWW.EMORYHEALTHCARE.ORG/ABOUT/COMMUNITY.HTML
Schedule H (Form 990) 2015
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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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 on 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 on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on 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 on 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" on 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) 2015

Schedule J (Form 990) 2015
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 on 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 in column(B) reported as deferred on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1R WAYNE ALEXANDER MDFORMER BD MEM (EMCF) (i)

(ii)		 0
-------------
318,688 		0
-------------
0 		5,206
-------------
0 		0
-------------
23,850 		9,468
-------------
3,495 		14,674
-------------
346,033 		0
-------------
0
2MICHAEL ANDRECHAKOFFICER (EI) - TREASURER (i)

(ii)		 0
-------------
298,789 		0
-------------
0 		0
-------------
0 		0
-------------
23,850 		0
-------------
14,495 		0
-------------
337,134 		0
-------------
0
3DANIEL L BARROW MDFORMER BD MEM (EMCF) (i)

(ii)		 684,450
-------------
223,590 		263,954
-------------
0 		28,877
-------------
0 		0
-------------
28,274 		12,998
-------------
4,776 		990,279
-------------
256,640 		0
-------------
0
4JEFF BAXTERSEC (EHC,ESJ,T3,SJHA) (i)

(ii)		 0
-------------
194,123 		0
-------------
3,000 		0
-------------
900 		0
-------------
17,934 		0
-------------
16,891 		0
-------------
232,848 		0
-------------
0
5JENNIFER BLAKELYSECRETARY (TEC) (i)

(ii)		 0
-------------
173,832 		0
-------------
5,000 		0
-------------
500 		0
-------------
15,936 		0
-------------
12,582 		0
-------------
207,850 		0
-------------
0
6FRANK W BROWN MDBOARD MEMBER (WWC) (i)

(ii)		 64,790
-------------
182,932 		9,085
-------------
3,348 		6,135
-------------
259 		0
-------------
19,688 		0
-------------
482 		80,010
-------------
206,709 		0
-------------
0
7DONALD I BRUNNBD MEMBER (TEC,ECC) (i)

(ii)		 459,974
-------------
0 		157,816
-------------
0 		344,681
-------------
0 		88,150
-------------
0 		23,730
-------------
0 		1,074,351
-------------
0 		328,031
-------------
0
8TIMOTHY BUCHMAN MDFORMER BD MEM (EHC) (i)

(ii)		 485,192
-------------
26,238 		34,705
-------------
0 		28,170
-------------
396 		0
-------------
29,725 		0
-------------
9,704 		548,067
-------------
66,063 		0
-------------
0
9DAVID T BURKE MDFORMER BD MEM (EMCF) (i)

(ii)		 161,033
-------------
190,225 		21,691
-------------
0 		14,091
-------------
258 		0
-------------
27,924 		0
-------------
20,514 		196,815
-------------
238,921 		0
-------------
0
10GRANT W CARLSON MDFORMER BD MEM (TEC) (i)

(ii)		 494,860
-------------
58,932 		27,317
-------------
0 		20,160
-------------
258 		0
-------------
23,927 		0
-------------
14,219 		542,337
-------------
97,336 		0
-------------
0
11S WRIGHT CAUGHMAN MDSEE SCH J PART III (i)

(ii)		 385,413
-------------
818,471 		526,500
-------------
0 		37,479
-------------
1,093,798 		0
-------------
29,950 		10,139
-------------
4,570 		959,531
-------------
1,946,789 		0
-------------
1,077,505
12WALTER J CURRAN MDFORMER BD MEM (EMCF) (i)

(ii)		 269,531
-------------
825,393 		180,668
-------------
0 		29,913
-------------
792 		0
-------------
104,950 		13,725
-------------
4,500 		493,837
-------------
935,635 		0
-------------
0
13HEATHER DEXTERBOARD MEMBER (SJHA) CEO (i)

(ii)		 269,471
-------------
0 		25,938
-------------
0 		440
-------------
0 		18,326
-------------
0 		22,463
-------------
0 		336,638
-------------
0 		0
-------------
0
14J WILLIAM ELEY MDFORMER BD MEM (EMCF) (i)

(ii)		 14,479
-------------
333,359 		5,000
-------------
100 		1,865
-------------
258 		0
-------------
23,319 		13,921
-------------
5,034 		35,265
-------------
362,070 		0
-------------
0
15GREG ESPER MDFORMER BD MEM (TEC) (i)

(ii)		 263,660
-------------
74,633 		29,965
-------------
0 		11,835
-------------
60 		0
-------------
24,727 		13,021
-------------
10,363 		318,481
-------------
109,783 		0
-------------
0
16JOHN T FOXSEE SCH J PART III (i)

(ii)		 353,651
-------------
0 		0
-------------
0 		640,841
-------------
6,366 		0
-------------
24,091 		4,335
-------------
3,473 		998,827
-------------
33,930 		554,125
-------------
0
17SUSAN GRANTFORMER BD MEM (WWC) (i)

(ii)		 410,926
-------------
0 		156,122
-------------
0 		78,779
-------------
0 		80,050
-------------
0 		128,771
-------------
0 		854,648
-------------
0 		76,000
-------------
0
18DAVID MARSHALL GUIDOT MDBOARD MEMBER (EHC) (i)

(ii)		 6,452
-------------
142,248 		0
-------------
3,037 		1,299
-------------
0 		0
-------------
12,628 		661
-------------
216 		8,412
-------------
158,129 		0
-------------
0
19CONSTANTINOS HADJIPANAYIS MDFORMER BD MEM (EHC) (i)

(ii)		 229,880
-------------
95,051 		28,423
-------------
8,464 		19,104
-------------
40 		0
-------------
24,866 		8,832
-------------
5,394 		286,239
-------------
133,815 		0
-------------
0
20LEON HALEY JRBOARD MEMBER (EMCF) (i)

(ii)		 6,000
-------------
462,837 		0
-------------
31,201 		1,342
-------------
0 		0
-------------
26,484 		12,881
-------------
9,010 		20,223
-------------
529,532 		0
-------------
0
21RICHARD HANSEN MDBD MEM (ESJ,T3) (i)

(ii)		 331,514
-------------
0 		5,483
-------------
940 		130
-------------
0 		0
-------------
6,585 		9,092
-------------
0 		346,219
-------------
7,525 		0
-------------
0
22JAMES T HATCHERTREASURER (ESJ,T3) (i)

(ii)		 444,018
-------------
0 		189,200
-------------
0 		72,900
-------------
0 		18,550
-------------
0 		20,805
-------------
0 		745,473
-------------
0 		0
-------------
0
23KATHERINE L HEILPERN MDBD MEMBER (EMCF,EHC) (i)

(ii)		 270,376
-------------
391,291 		37,520
-------------
0 		28,141
-------------
0 		0
-------------
28,607 		9,882
-------------
3,688 		345,919
-------------
423,586 		0
-------------
0
24Laureen HILL MDBOARD MEMBER (EMCF) (i)

(ii)		 443,415
-------------
186,092 		80,594
-------------
0 		23,372
-------------
138 		0
-------------
27,701 		9,811
-------------
4,021 		557,192
-------------
217,952 		0
-------------
0
25IRA HOROWITZ MDBD MEMBER (EMCF,EHC) (i)

(ii)		 138,119
-------------
450,647 		75,482
-------------
3,169 		22,982
-------------
396 		0
-------------
27,132 		13,434
-------------
7,754 		250,017
-------------
489,098 		0
-------------
0
26LUCKY JAIN MDBD MEMBER (EMCF,ECC) (i)

(ii)		 0
-------------
295,812 		0
-------------
10,649 		0
-------------
2,580 		0
-------------
23,850 		0
-------------
10,263 		0
-------------
343,154 		0
-------------
0
27MICHAEL M E JOHNS MDSEE SCH J PART III (i)

(ii)		 159,231
-------------
259,525 		50,000
-------------
0 		30
-------------
54,942 		0
-------------
31,969 		7,840
-------------
4,110 		217,101
-------------
350,546 		0
-------------
0
28LYNN JOHNSONSEC TREASURER (WWC) (i)

(ii)		 194,569
-------------
0 		21,228
-------------
0 		1,667
-------------
0 		13,914
-------------
0 		15,144
-------------
0 		246,522
-------------
0 		0
-------------
0
29THEODORE JOHNSON MDFORMER BD MEM (WWC) (i)

(ii)		 68,587
-------------
283,666 		22,143
-------------
212 		0
-------------
938 		0
-------------
26,691 		1,020
-------------
27,429 		91,750
-------------
338,936 		0
-------------
0
30JANE JORDAN CASAVANTSEC (EHC,ESJ,TEC,SJHA,T3) (i)

(ii)		 0
-------------
329,894 		0
-------------
4,000 		0
-------------
0 		0
-------------
23,850 		0
-------------
21,902 		0
-------------
379,646 		0
-------------
0
31YOUSUF KHALIFA MDBOARD MEMBER (EMCF) (i)

(ii)		 60,000
-------------
247,816 		2,996
-------------
7,245 		216
-------------
36 		0
-------------
22,558 		13,631
-------------
5,542 		76,843
-------------
283,197 		0
-------------
0
32FADLO RAJA KHURI MDFORM BD MEM (EMCF,TEC) (i)

(ii)		 112,975
-------------
335,302 		89,602
-------------
0 		16,917
-------------
333,685 		0
-------------
29,950 		9,281
-------------
3,675 		228,775
-------------
702,612 		0
-------------
333,593
33CHRISTIAN P LARSEN MDBD MEM (EHC,EMCF,TEC) (i)

(ii)		 259,895
-------------
678,391 		365,180
-------------
0 		5,303
-------------
33,353 		0
-------------
39,635 		12,284
-------------
4,875 		642,662
-------------
756,254 		0
-------------
0
34THOMAS J LAWLEYMDFORM BD MEM (EHC,ECC,EMCF,TEC) (i)

(ii)		 0
-------------
435,185 		0
-------------
0 		0
-------------
26,566 		0
-------------
29,800 		0
-------------
14,483 		0
-------------
506,034 		0
-------------
0
35ANGEL LEON MDFORMER BD MEM (EHC) (i)

(ii)		 509,615
-------------
71,673 		0
-------------
0 		16,242
-------------
252 		0
-------------
24,232 		8,819
-------------
2,676 		534,676
-------------
98,833 		0
-------------
0
36ALLAN I LEVEY MDBOARD MEMBER (EMCF) (i)

(ii)		 124,792
-------------
452,540 		33,452
-------------
1,600 		8,832
-------------
396 		0
-------------
29,950 		13,921
-------------
4,896 		180,997
-------------
489,382 		0
-------------
0
37STEVEN LEVY MDFORMER BD MEM (EMCF) (i)

(ii)		 78,796
-------------
8,458 		0
-------------
0 		5,025
-------------
346 		0
-------------
7,489 		8,217
-------------
4,581 		92,038
-------------
20,874 		0
-------------
0
38SAGAR LONIAL MDBOARD MEMBER (EHC) (i)

(ii)		 298,995
-------------
148,388 		40,703
-------------
0 		16,938
-------------
90 		0
-------------
26,485 		886
-------------
1,242 		357,522
-------------
176,205 		0
-------------
0
39LAWRENCE J LUTZ MDFORMER BD MEM (EMCF) (i)

(ii)		 120,754
-------------
114,448 		0
-------------
0 		7,766
-------------
762 		0
-------------
20,235 		9,193
-------------
2,506 		137,713
-------------
137,951 		0
-------------
0
40MICHAEL J MANDLSEE SCH J PART III (i)

(ii)		 498,833
-------------
494,477 		522,767
-------------
0 		1,083
-------------
2,019,190 		0
-------------
35,000 		12,523
-------------
2,561 		1,035,206
-------------
2,551,228 		0
-------------
1,035,811
41DOUGLAS E MATTOX MDFORMER BD MEM (EMCF) (i)

(ii)		 450,550
-------------
90,508 		72,391
-------------
0 		25,002
-------------
762 		0
-------------
24,943 		13,053
-------------
7,030 		560,996
-------------
123,243 		0
-------------
0
42LIZ MC CARTYSEC TREASURER (ECC) (i)

(ii)		 0
-------------
174,598 		0
-------------
20,594 		0
-------------
50 		0
-------------
16,060 		0
-------------
13,610 		0
-------------
224,912 		0
-------------
0
43CRAIG MC COYFORM BD MEM (SJHA) (i)

(ii)		 162,785
-------------
0 		0
-------------
0 		118,255
-------------
0 		10,075
-------------
0 		65,454
-------------
0 		356,569
-------------
0 		0
-------------
0
44GERARD MC GORISK MDBOARD MEMBER (TEC) (i)

(ii)		 313,643
-------------
16,364 		151,956
-------------
0 		11,895
-------------
28 		0
-------------
21,740 		12,619
-------------
5,564 		490,113
-------------
43,696 		0
-------------
0
45CAROLYN MELTZER MDBOARD MEMBER (TEC) (i)

(ii)		 333,192
-------------
326,010 		84,525
-------------
0 		21,639
-------------
138 		0
-------------
29,950 		10,284
-------------
5,226 		449,640
-------------
361,324 		0
-------------
0
46BROOKE MOOREBOARD MEMBER (TEC) (i)

(ii)		 246,809
-------------
0 		32,664
-------------
0 		404
-------------
0 		14,205
-------------
0 		16,010
-------------
0 		310,092
-------------
0 		0
-------------
0
47DOUGLAS C MORRIS MDBD MEM (TEC,EHC,ESJ,T3) (i)

(ii)		 699,700
-------------
16,689 		183,588
-------------
0 		22,030
-------------
268 		0
-------------
22,720 		9,083
-------------
3,227 		914,401
-------------
42,904 		0
-------------
0
48DOUGLAS MURPHY MDFORMER BD MEM (SJHA) (i)

(ii)		 712,193
-------------
0 		209,000
-------------
0 		14,811
-------------
152 		0
-------------
21,710 		20,426
-------------
64 		956,430
-------------
21,926 		0
-------------
0
49GRAYSON NORQUIST MDBOARD MEMBER (EMCF) (i)

(ii)		 0
-------------
260,591 		0
-------------
0 		0
-------------
0 		0
-------------
23,669 		0
-------------
30,311 		0
-------------
314,571 		0
-------------
0
50TIMOTHY OLSEN MDBOARD MEMBER (TEC) (i)

(ii)		 200,100
-------------
456,604 		36,612
-------------
0 		18,036
-------------
1,037 		0
-------------
29,950 		1,556
-------------
25,145 		256,304
-------------
512,736 		0
-------------
0
51SHERVIN OSKOUEI MDPHYSICIAN (i)

(ii)		 648,574
-------------
0 		1,186,740
-------------
0 		11,247
-------------
12 		0
-------------
21,740 		17,695
-------------
204 		1,864,256
-------------
21,956 		0
-------------
0
52TRISTRAM G PARSLOW MDFORM BD MEM (EMCF,TEC) (i)

(ii)		 272,650
-------------
269,080 		113,890
-------------
0 		29,913
-------------
396 		0
-------------
27,453 		6,379
-------------
3,390 		422,832
-------------
300,319 		0
-------------
0
53DANE PETERSONBD MEM (ESJ, T3) (i)

(ii)		 540,642
-------------
1,000 		217,680
-------------
0 		63,750
-------------
0 		94,650
-------------
0 		29,967
-------------
0 		946,689
-------------
1,000 		61,142
-------------
0
54MATHEW W POMBO MDPHYSICIAN (i)

(ii)		 1,058,818
-------------
800 		0
-------------
0 		11,227
-------------
11 		0
-------------
21,740 		10,123
-------------
15,275 		1,080,168
-------------
37,826 		0
-------------
0
55SURESH RAMALINGHAM MDBOARD MEMBER (EHC) (i)

(ii)		 179,867
-------------
169,870 		16,108
-------------
0 		11,389
-------------
890 		0
-------------
27,396 		1,037
-------------
25,192 		208,401
-------------
223,348 		0
-------------
0
56MARK RAPAPORT MDFORMER BD MEM (EMCF) (i)

(ii)		 158,750
-------------
468,737 		0
-------------
4,200 		12,255
-------------
396 		0
-------------
29,950 		13,921
-------------
7,333 		184,926
-------------
510,616 		0
-------------
0
57WILLIAM REISMAN MDBOARD MEMBER (EMCF) (i)

(ii)		 0
-------------
503,697 		0
-------------
80,713 		0
-------------
0 		0
-------------
23,850 		0
-------------
7,046 		0
-------------
615,306 		0
-------------
0
58JOHN M RHEE MDPHYSICIAN (i)

(ii)		 642,808
-------------
0 		1,068,670
-------------
0 		11,481
-------------
0 		0
-------------
21,710 		17,342
-------------
216 		1,740,301
-------------
21,926 		0
-------------
0
59CHAD RITENOUR MDFORMER BD MEM (EMCF) (i)

(ii)		 9,800
-------------
209,655 		42,659
-------------
0 		7,360
-------------
704 		0
-------------
21,371 		5,322
-------------
1,108 		65,141
-------------
232,838 		0
-------------
0
60JAMES ROBERSON MDFORMER BD MEM (EMCF) (i)

(ii)		 625,200
-------------
82,456 		434,025
-------------
0 		25,675
-------------
396 		0
-------------
22,909 		9,339
-------------
4,132 		1,094,239
-------------
109,893 		0
-------------
0
61ROBIN RUTHERFORDBOARD MEMBER (TEC) (i)

(ii)		 363,355
-------------
0 		30,858
-------------
0 		13,432
-------------
0 		0
-------------
21,605 		12,214
-------------
216 		419,859
-------------
21,821 		0
-------------
0
62MARTIN G SANDA MDFORMER BD MEM (EMCF) (i)

(ii)		 272,612
-------------
308,805 		32,309
-------------
0 		25,328
-------------
138 		0
-------------
29,950 		13,276
-------------
7,012 		343,525
-------------
345,905 		0
-------------
0
63STEPHEN D SENCERBOARD MEMBER (EI) (i)

(ii)		 0
-------------
493,757 		0
-------------
25,000 		0
-------------
24,200 		0
-------------
23,850 		0
-------------
27,869 		0
-------------
594,676 		0
-------------
0
64MELINDA SIMONSECRETARY (EI) (i)

(ii)		 0
-------------
195,996 		0
-------------
3,000 		0
-------------
0 		0
-------------
17,426 		0
-------------
10,461 		0
-------------
226,883 		0
-------------
0
65CHARLES STALEY MDBOARD MEMBER (TEC) (i)

(ii)		 376,996
-------------
27,834 		38,607
-------------
0 		13,375
-------------
194 		0
-------------
23,062 		12,777
-------------
7,598 		441,755
-------------
58,688 		0
-------------
0
66DAVID STEPHENS MDBOARD MEMBER (EMCF) (i)

(ii)		 181,980
-------------
466,920 		41,280
-------------
0 		18,053
-------------
1,524 		0
-------------
30,171 		0
-------------
-429 		241,313
-------------
498,186 		0
-------------
0
67CLAIRE STERKBOARD MEMBER (EI) (i)

(ii)		 0
-------------
621,895 		0
-------------
0 		0
-------------
53,400 		0
-------------
116,100 		0
-------------
4,443 		0
-------------
795,838 		0
-------------
0
68BARBARA J STOLL MDFORM BD MEM (EMCF, ECC) (i)

(ii)		 0
-------------
182,174 		42,473
-------------
0 		0
-------------
5,715 		0
-------------
16,875 		10,223
-------------
2,462 		52,696
-------------
207,226 		0
-------------
0
69JOHN F SWEENEY MDBOARD MEMBER (EMCF) (i)

(ii)		 605,538
-------------
138,127 		30,570
-------------
0 		28,455
-------------
138 		0
-------------
24,067 		13,237
-------------
8,012 		677,800
-------------
170,344 		0
-------------
0
70ROBERT A SWERLICK MDBOARD MEMBER (TEC) (i)

(ii)		 106,434
-------------
161,879 		54,210
-------------
0 		4,008
-------------
396 		0
-------------
23,644 		9,569
-------------
6,041 		174,221
-------------
191,960 		0
-------------
0
71JOHN T TILLMANOFFICER (EI) - PRESIDENT (i)

(ii)		 50,286
-------------
201,000 		5,237
-------------
62,133 		0
-------------
0 		0
-------------
23,133 		13,716
-------------
5,743 		69,239
-------------
292,009 		0
-------------
0
72WENDY WRIGHT MDBOARD MEMBER (EHC) (i)

(ii)		 285,703
-------------
0 		40,000
-------------
0 		12,630
-------------
12 		0
-------------
21,710 		5,181
-------------
204 		343,514
-------------
21,926 		0
-------------
0
73JOHN XEROGEANES MDPHYSICIAN (i)

(ii)		 597,580
-------------
0 		675,258
-------------
0 		11,517
-------------
28 		0
-------------
21,635 		17,927
-------------
188 		1,302,282
-------------
21,851 		0
-------------
0
74SANGWOOK TIM YOON MDPHYSICIAN (i)

(ii)		 432,152
-------------
0 		634,964
-------------
0 		11,463
-------------
1,028 		0
-------------
21,620 		10,250
-------------
15,258 		1,088,829
-------------
37,906 		0
-------------
0
75JAMES R ZAIDAN MDFORMER BD MEM (EMCF) (i)

(ii)		 213,090
-------------
86,942 		19,030
-------------
0 		20,296
-------------
1,380 		0
-------------
24,948 		9,029
-------------
4,130 		261,445
-------------
117,400 		0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
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, LINE 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, LINE 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 $8,845 S WRIGHT CAUGHMAN, MD $5,531 CLAIRE STERK $4,200
FORM 990, SCHEDULE J, PART I, LINE 4B NON-QUALIFIED RETIREMENT PLAN: CERTAIN EMORY EXECUTIVES PARTICIPATE IN A SUPPLEMENTAL RETIREMENT PLAN INTENDED TO MAKE UP FOR LIMITS ON COMPENSATION IN THE QUALIFIED RETIREMENT PLAN. MICHAEL J MANDL $59,310 STEPHEN D SENCER $23,400 CLAIRE STERK $34,200
FORM 990, SCHEDULE J, PART I, LINE 3 CEO/EXECUTIVE DIRECTOR COMPENSATION: SEE SCHEDULE O DISCLOSURE ON DETERMINATION OF COMPENSATION.
FORM 990, SCHEDULE J, PART II, COLUMN C AND COLUMN F SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN FOR PURPOSES OF RETENTION, EMORY MADE CONTRIBUTIONS TO 457(F) DEFERRED COMPENSATION ACCOUNTS FOR THE FOLLOWING INDIVIDUALS, WHICH ARE NOT VESTED AND ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE: DONALD I BRUNN $69,600 WALTER J CURRAN, MD $75,000 SUSAN GRANT $61,500 DANE PETERSON $78,750 CLAIRE STERK $92,250 THE FOLLOWING INDIVIDUALS RECEIVED A PAYOUT OF VESTED DEFERRED COMPENSATION AWARDS MADE DURING PRIOR YEARS. THESE AWARDS WERE REPORTED AS DEFERRED COMPENSATION IN THOSE YEARS ON FORM 990: DONALD I BRUNN $328,031 S WRIGHT CAUGHMAN, MD $1,077,505 JOHN T FOX $554,125 SUSAN GRANT $76,000 MICHAEL J MANDL $1,035,811 FADLO RAJA KHURI, MD $333,593 DANE PETERSON $61,142
FORM 990, PART VII AND SCHEDULE J, PART II COLUMN A TITLES: S WRIGHT CAUGHMAN, MD FORMER BOARD MEMBER (ECC,EHC,TEC,EI,EMCF) JOHN T FOX FORMER BOARD MEMBER (ECC,EHC,TEC,ESJ,T3) MICHAEL M E JOHNS, MD BOARD MEMBER (ECC,EHC,EI) FORMER BOARD MEMBER (TEC,WWC) JONATHAN LEWIN, MD EVP HEALTH AFFAIRS EXECUTIVE DIRECTOR WOODRUFF HEALTH SCIENCES CENTER PRESIDENT, CEO AND CHAIRMAN OF THE BOARD OF EMORY HEALTHCARE BOARD MEMBER (ECC,EI,EHC,TEC) MICHAEL J MANDL INTERIM CEO - EMORY HEALTHCARE BOARD MEMBER (EHC,EI,ESJ,T3) OFFICER (ESJ,T3)
Schedule J (Form 990) 2015
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.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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 .................. 55,000      
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) 2015

Schedule K (Form 990) 2015
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, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   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 "Yes" to 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 ......... 2160 %      
d Was the hedge superintegrated? ...... X              
e Was the hedge terminated? ........   X            
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
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 THE SERIES 2007 BONDS WERE ISSUED TO ADVANCE REFUND THE SERIES 1998 BONDS WHICH MEANS THAT THE GROSS PROCEEDS WERE INVESTED BEYOND AN AVAILABLE TEMPORARY PERIOD. HOWEVER, THIS IS NOT AN ISSUE BECAUSE THE PROCEEDS WERE YIELD RESTRICTED.
SCHEDULE K, PART IV, LINE 4B MERRILL LYNCH CAPITAL SERVICES, INC.
SCHEDULE K, PART IV, LINE 2C APRIL 19, 2012
Schedule K (Form 990) 2015

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.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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), section 501(c)(4), and 501(c)(29) 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 Benefiting 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) 2015
Schedule L (Form 990 or 990-EZ) 2015
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) WILLIAM CASTLE FAMILY MEM OF BD MEMBER 146,422 EMPLOYEE   No
(2) MICHAEL M JOHNS MD FAMILY MEM OF BD MEMBER 151,117 EMPLOYEE   No
(3) JOHN LAWLEY FAMILY MEM OF FORM BD MEM 134,909 EMPLOYEE   No
(4) LESLIE LAWLEY MD FAMILY MEM OF FORM BD MEM 195,575 EMPLOYEE   No
(5) MEGAN LAWLEY FAMILY MEM OF FORM BD MEM 60,856 EMPLOYEE   No
(6) DAVID GOLDSMITH FAMILY MEM OF FORM BD MEM 72,114 EMPLOYEE   No
(7) CULLEN D MORRIS MD FAMILY MEM OF BD MEMBER 730,437 EMPLOYEE   No
(8) CAROLYN KATZEN MD FAMILY MEM OF FORM BD MEM 127,780 EMPLOYEE   No
(9) GREGORY H CASARELLA FAMILY MEM OF FORM BD MEM 18,687 EMPLOYEE   No
(10) SHABNAM JAIN FAMILY MEM OF BD MEMBER 223,469 EMPLOYEE   No
(11) KATHLEEN STEPHENS FAMILY MEM OF BD MEMBER 83,271 EMPLOYEE   No
(12) MARY BALL FAMILY MEM OF BD MEMBER 48,210 EMPLOYEE   No
(13) EMILY BARROW FAMILY MEM OF FORM BD MEM 57,327 EMPLOYEE   No
(14) ANN SENCER FAMILY MEM OF BD MEMBER 92,553 EMPLOYEE   No
(15) KIM STALEY FAMILY MEM OF BD MEMBER 102,390 EMPLOYEE   No
(16) KATHRYN BRUNN FAMILY MEM OF BD MEMBER 53,860 EMPLOYEE   No
(17) CHRISTOPHER Y CAUGHMAN FAMILY MEM OF FORM BD MEM 54,924 EMPLOYEE   No
(18) KIRK ELIFSON FAMILY MEM OF BD MEMBER 113,161 EMPLOYEE   No
(19) NAEL MCCARTY FAMILY MEM OF OFFICER 189,542 EMPLOYEE   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) 2015


Additional Data


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SCHEDULE N
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Liquidation, Termination, Dissolution, or Significant Disposition of Assets
bullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 31 or 32; or Form 990-EZ, line 36.

bullet Attach certified copies of any articles of dissolution, resolutions, or plans.
bullet Attach to Form 990 or 990-EZ.
bulletInformation about Schedule N (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
EMORY GROUP RETURN
 
Employer identification number
90-0790361
Part I
Liquidation, Termination, or Dissolution. Complete this part if the organization answered "Yes" on Form 990, Part IV, line 31, or Form 990-EZ, line 36.
Part I can be duplicated if additional space is needed.Click to see list of attachments
1(a) Description of asset(s)
distributed or transaction
expenses paid		 (b) Date of
distribution		 (c) Fair market value of
asset(s) distributed or
amount of transaction
expenses		 (d) Method of
determining FMV for
asset(s) distributed or
transaction expenses		 (e) EIN of recipient (f) Name and address of recipient (g) IRC section
of recipient(s) (if
tax-exempt) or type
of entity




















Yes
No
2
Did or will any officer, director, trustee, or key employee of the organization:
a
Become a director or trustee of a successor or transferee organization? .........................
2a
 
 
b
Become an employee of, or independent contractor for, a successor or transferee organization? .....................
2b
 
 
c
Become a direct or indirect owner of a successor or transferee organization? .....................
2c
 
 
d
Receive, or become entitled to, compensation or other similar payments as a result of the organization's liquidation, termination, or dissolution? ........
2d
 
 
e
If the organization answered "Yes" to any of the questions on lines 2a through 2d, provide the name of the person involved and explain in Part III. bullet
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
Cat. No. 50087Z
Schedule N (Form 990 or 990-EZ) (2015)

Schedule N (Form 990 or 990-EZ) (2015)
Page 2
Part I
Liquidation, Termination, or Dissolution (continued)
Note. If the organization distributed all of its assets during the tax year, then Form 990, Part X, column (B), line 16 (Total assets), and line 26 (Total liabilities), should equal -0-.
Yes
No
3
Did the organization distribute its assets in accordance with its governing instrument(s)? If "No," describe in Part III .............
3
 
 
4a
Is the organization required to notify the attorney general or other appropriate state official of its intent to dissolve, liquidate, or terminate? ......
4a
 
 
b
If "Yes," did the organization provide such notice? .....................
4b
 
 
5
Did the organization discharge or pay all of its liabilities in accordance with state laws? .....................
5
 
 
6a
Did the organization have any tax-exempt bonds outstanding during the year? .....................
6a
 
 
b
If "Yes" on line 6a, did the organization discharge or defease all of its tax-exempt bond liabilities during the tax year in accordance with the Internal Revenue Code and state laws?
6b
 
 
c
If "Yes" on line 6b, describe in Part III how the organization defeased or otherwise settled these liabilities. If "No" on line 6b, explain in Part III.

Part II
Sale, Exchange, Disposition, or Other Transfer of More Than 25% of the Organization's Assets. Complete this part if the organization answered "Yes" on Form 990, Part IV, line 32, or Form 990-EZ, line 36. Part II can be duplicated if additional space is needed.
1(a) Description of asset(s)
distributed or transaction
expenses paid		 (b) Date of
distribution		 (c) Fair market value of
asset(s) distributed or
amount of transaction
expenses		 (d) Method of
determining FMV for
asset(s) distributed or
transaction expenses		 (e) EIN of recipient (f) Name and address of recipient (g) IRC section
of recipient(s) (if
tax-exempt) or type
of entity
SEE PART III 08-29-2016 9,473,000 LOSS ON DISPOSAL 26-4723391 THE GLOBAL CENTER FOR MEDICAL INNOV
75 5TH STREET NW SUITE 300
ATLANTA,GA30332 		501(C)(3)
















Yes
No
2
Did or will any officer, director, trustee, or key employee of the organization:
a
Become a director or trustee of a successor or transferee organization? .....................
2a
 
No
b
Become an employee of, or independent contractor for, a successor or transferee organization? .....................
2b
 
No
c
Become a direct or indirect owner of a successor or transferee organization? .....................
2c
 
No
d
Receive, or become entitled to, compensation or other similar payments as a result of the organization’s significant disposition of assets? .....................
2d
 
No
e
If the organization answered "Yes" to any of the questions on lines 2a through 2d, provide the name of the person involved and explain in Part III. bullet
Schedule N(Form 990 or 990-EZ) (2015)

Schedule N (Form 990 or 990-EZ) (2015)
Page 3
Part III
Supplemental Information. Provide the information required by Part I, lines 2e and 6c, and Part II, line 2e. Also complete this part to provide any additional information.
Return Reference Explanation
FORM 990, SCHEDULE N, PART II TRANSLATIONAL TESTING AND TRAINING LABORATORIES, INC. (T3) (EIN 80-0079841) WAS SOLD TO THE GLOBAL CENTER FOR MEDICAL INNOVATION, INC., AN UNRELATED NOT-FOR-PROFIT CORPORATION, FOR A NOMINAL PURCHASE PRICE OF ONE DOLLAR. A LOSS ON DISPOSAL OF APPROXIMATELY $9,473,000 WAS INCURRED AS A RESULT OF THE TRANSACTION. The group RETURN instructions in Appendix E say TO explain in Schedule N which of the subordinates have undergone a liquidation, termination, dissolution, or significant disposition of assets during the tax year. ACCORDINGLY, SCHEDULE N, PART II HAS BEEN COMPLETED since T3 was completely sold.
Schedule N (Form 990 or 990-EZ) (2015)



Additional Data


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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 990-EZ 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
2015
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) (SEE SCHEDULE N) (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,INC. WHICH OWNS T3, SJHA, JOHNS CREEK HOSPITAL, AND THE MEDICAL GROUP OF SAINT JOSEPH'S, LLC. T3 IS A NON-PROFIT PRECLINICAL RESEARCH INSTITUTE. RESEARCH IS PRIMARILY FOCUSED ON DEVELOPMENT OF MEDICAL DEVICES AND THERAPEUTICS. (SEE SCHEDULE N) SJHA IS A COMMUNITY BASED HOSPITAL LOCATED IN SANDY SPRINGS, GEORGIA, WHICH IS LICENSED FOR 410 BEDS. ECC PROVIDES SPECIALTY MEDICAL CARE FOR PEDIATRIC PATIENTS.
FORM 990, PART I, LINE 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, LINE 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 OVER 1,400 CLINICIAN-TEACHERS AND CLINICIAN-SCIENTISTS IN MORE THAN 70 MEDICAL SPECIALTIES. 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 2016, TEC EXPERIENCED APPROXIMATELY 3 MILLION PATIENT ENCOUNTERS. IN THE SAME TIME PERIOD, TEC RENDERED $56 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. (SEE SCHEDULE N), 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/COMMUNITY-BENEFITS/INDEX.HTML
FORM 990, PART IV, LINES 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, 2016 AUDITED FINANCIALS IS ATTACHED TO THIS RETURN. THE GROUP RETURN DID NOT HAVE A SEPARATE INDEPENDENT AUDIT. FORM 990, PART VI, SECTION A, LINE 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, LINES 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, LINE 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, LINE 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, LINES 15A AND 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 THE 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, LINE 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 9 OTHER CHANGES IN NET ASSETS CONSISTS OF: CUMULATIVE EFFECT OF CHANGE IN ACCOUNTING $(6,631,612) CHANGES IN RESTRICTED AND UNRESTRICTED FUNDS $2,478,044
FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS RUSSELL R FRENCH AND ROBERT C GODDARD III HAVE A BUSINESS RELATIONSHIP.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


Additional Data


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

OMB No. 1545-0047
2015
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 102,007,358 17,818,133 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 30,779,571 6,401,212 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 9,877,231 0 NA
 
(7) EMORY SELECT SERVICES LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
27-3126414 		BILLING GA 3,074,865 0 NA
 
(8) EMORY CLINICALLY INTEGRATED NETWORK LLC
201 DOWMAN DRIVE 102 ADMIN
ATLANTA,GA30322
45-4610047 		SEE PART VII GA 1,447,824 2,184,467 NA
 
(9) EMORY PATIENT-CENTERED PRIMARY CARE LLC
1365 CLIFTON ROAD
ATLANTA,GA30322
45-2665462 		BILLING GA 1,196,971 0 NA
 
(10) DRUG INNOVATION VENTURES AT EMORY LLC
201 DOWMAN DRIVE 101 ADMIN
ATLANTA,GA30322
45-5372942 		SEE PART VII GA 2,096,565 8,652,079 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 		MD PRACTICE GA 403,761 -599,512 NA
 
(13) JOHNS CREEK FAMILY PHYSICIANS LLC
4049 PEACHTREE INDUSTRIAL BLVD SUIT
NORCROSS,GA30071
35-2345865 		MD PRACTICE GA 0 -155,624 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 		MD PRACTICE GA 25,381,197 -70,808,319 NA
 
(16) SEE PART VII - #1
6335 HOSPITAL PARKWAY
JOHNS CREEK,GA30097
80-0508326 		MD PRACTICE GA 908,319 168,768 NA
 
(17) EHCJOC HOLDINGS LLC
6325 HOSPITAL PARKWAY
JOHNS CREEK,GA30097
58-2137993 		SEE PART VII GA 0 0 NA
 
(18) EHCA JOHNS CREEK HOLDINGS LLC
6325 HOSPITAL PARKWAY
JOHNS CREEK,GA30097
45-2721833 		SEE PART VII GA 0 0 NA
 
(19) ESOP REHABILITATION LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
46-5090816 		BILLING GA 12,956,848 11,097,018 NA
 
(20) EMORY SLEEP CENTER LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
46-5090816 		BILLING GA 3,463,887 701,127 NA
 
(21) EMORY AMBULATORY SURG CTR DUNWOODY LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
46-4115055 		SURG CENTER GA 11,194,160 5,209,845 NA
 
(22) EMORY EMPLOYER BASED HEALTH SVC LLC
1365 CLIFTON ROAD NE
ATLANTA,GA30322
47-2061134 		BILLING GA 2,901,641 556,907 NA
 
(23) EMORY REHABILITATION LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-2137993 		SEE PART VII GA 0 0 NA
 
(24) EMORY OPTICAL LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
81-3114162 		HEALTHCARE 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








For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
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) SEE PART VII

201 DOWMAN
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 14,009,671 194,222,509 100.000 %    












Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
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
Yes
 
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) 2015
Schedule R (Form 990) 2015
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) 2015
Schedule R (Form 990) 2015
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 COLUMN B - PRIMARY ACTIVITY: EMORY CLINICALLY INTEGRATED NETWORK, LLC - INTEGRATED NETWORK OF HEALTHCARE PROVIDERS DRUG INNOVATION VENTURES AT EMORY, LLC - DRUG DEVELOPMENT EHC/JOC HOLDINGS, LLC - HOLDING COMPANY EHCA JOHNS CREEK HOLDINGS, LLC - HOLDING COMPANY EMORY REHABILITATION, 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
SCHEDULE R, PART III IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS PARTNERSHIPS: ES REHABILITATION, LLC
Schedule R (Form 990) 2015

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