Form990


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)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 07-01-2024 , and ending 06-30-2025
BCheck if applicable:
CName of organization
WELLSTAR HEALTH SYSTEM INC
 
% JOHN KERNDL
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
793 SAWYER ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MARIETTA, GA300622222
D Employer identification number

58-1649541
E Telephone number

G Gross receipts $ 3,081,488,520
F Name and address of principal officer:
KETUL J PATEL
793 SAWYER ROAD
MARIETTA,GA300622222
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
www.wellstar.org
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  
K Form of organization:  
L Year of formation: 1994
M State of legal domicile: GA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 17
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 10
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 13,516
6 Total number of volunteers (estimate if necessary) ............. 6 54
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 138,747
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 24,244,164 48,891
9 Program service revenue (Part VIII, line 2g) ......... 2,371,316,211 2,868,312,220
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 101,902,487 140,093,701
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 50,879,731 73,033,708
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 2,548,342,593 3,081,488,520
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 3,051,305 5,602,879
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) 1,490,447,737 1,785,552,574
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 8,408,401    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 605,564,434 894,165,753
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,099,063,476 2,685,321,206
19 Revenue less expenses. Subtract line 18 from line 12....... 449,279,117 396,167,314
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 7,081,944,187 7,956,351,569
21 Total liabilities (Part X, line 26)............. 2,986,969,273 3,118,900,405
22 Net assets or fund balances. Subtract line 21 from line 20..... 4,094,974,914 4,837,451,164
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
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



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 (2024)
Form 990 (2024)
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 $ 1,868,751,222 including grants of $ 5,602,879 ) (Revenue $ 2,868,312,220 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses1,868,751,222
Form 990 (2024)
Form 990 (2024)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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 IClick to see attachment
List of Attached Documents:
// Content
.............
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 IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
 
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
List of Attached Documents:
// Content
.........................
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
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
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
List of Attached Documents:
// Content
..............
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
List of Attached Documents:
// Content
......
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
List of Attached Documents:
// Content
...................
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
............
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
11f
 
No
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
List of Attached Documents:
// Content
......................
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
List of Attached Documents:
// Content
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....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
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.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
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........Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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 list of attachments
List of Attached Documents:
// Content
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment
List of Attached Documents:
// Content
...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment
List of Attached Documents:
// Content
.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
List of Attached Documents:
// Content
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV..................... Click to see attachment
List of Attached Documents:
// Content
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
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
36
Yes
 
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
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
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
0
b
Enter the number of Forms W-2G included on 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
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
13,516
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
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
Yes
 
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: CJ
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
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
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
17
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
10
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
 
No
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
 
No
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
 
No
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
 
No
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 on 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 on 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 on 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 filed
GA
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 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:
JOHN KERNDL793 SAWYER ROAD   MARIETTA,GA300622222 (770) 956-7827
Form 990 (2024)
Form 990 (2024)
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 the 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, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) Candice Saunders......................................................................
President & CEO
38.0
.................
15.0
    X       4,958,202 0 111,721
(2) Richard Myung......................................................................
MD Physician Group
50.0
.................
0.0
        X   2,428,229 0 119,997
(3) James Burke......................................................................
MD Physician Group
50.0
.................
0.0
        X   1,794,775 0 110,685
(4) Marcus Gates......................................................................
MD Physician Group
50.0
.................
0.0
        X   1,736,645 0 109,851
(5) Jeffrey Donahue......................................................................
MD Physician Group
50.0
.................
0.0
        X   1,573,910 0 108,259
(6) Edward Hsu......................................................................
MD Physician Group
50.0
.................
0.0
        X   1,553,506 0 89,555
(7) Leo Reichert......................................................................
EVP & General Counsel
38.0
.................
15.0
    X       1,501,286 0 118,680
(8) Richard Capps......................................................................
EVP Chief Info & Digital Offcr
38.0
.................
15.0
    X       1,456,940 0 122,478
(9) David Jones......................................................................
EVP CHIEF PEOPLE OFFICER
38.0
.................
15.0
    X       1,367,993 0 91,526
(10) Mary Chatman......................................................................
EVP Acute Care Operations
38.0
.................
15.0
    X       915,620 430,168 112,311
(11) Kem Mullins......................................................................
EVP Ambulatory Ops & Bus Dev
38.0
.................
15.0
    X       1,347,183 0 84,804
(12) Michael McCullough......................................................................
SVP Supply Chain
38.0
.................
15.0
          X 1,183,436 0 97,280
(13) Susan Grant......................................................................
EVP CHIEF NURS EXEC (END 1/25)
38.0
.................
15.0
    X       1,119,495 0 90,856
(14) Alan Muster......................................................................
SVP Specialty Division WMG
38.0
.................
15.0
          X 951,925 0 136,217
(15) William Bellando......................................................................
SVP Chief Info Officer
38.0
.................
15.0
          X 973,353 0 113,265
(16) Joseph Reppert......................................................................
SVP Finance & CFO
38.0
.................
15.0
          X 946,489 0 111,996
(17) Valery Akopov......................................................................
SVP Hospital Division WMG
38.0
.................
15.0
          X 943,159 0 94,359
Form 990 (2024)
Form 990 (2024)
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) Julie Teer........................................................................
SVP & WELLSTAR FOUNDATION PRES
38.0
.......................15.0
    X       967,637 0 50,702
(19) Arif Aziz MD........................................................................
TRUSTEE & PHYSICIAN(End 12/24)
38.0
.......................15.0
X           861,272 0 101,567
(20) Catherine Andrews........................................................................
SVP & COO KH
2.0
.......................48.0
          X 0 824,106 84,654
(21) Pranav Jain........................................................................
VP CHIEF IH OFF & HEAD OF CP
38.0
.......................15.0
          X 782,654 0 82,942
(22) Anthony Budzinski........................................................................
EVP & CFO (End 4/24)
38.0
.......................15.0
          X 815,226 0 43,967
(23) Beth Kost........................................................................
SVP Chief Compliance Officer
38.0
.......................15.0
    X       750,761 0 87,807
(24) Snehal Doshi........................................................................
SVP Ancillary and Support Svc
38.0
.......................15.0
          X 727,383 0 94,852
(25) Barbara Corey........................................................................
SVP Managed Care
38.0
.......................15.0
          X 708,162 0 101,705
(26) Laura Dannels........................................................................
VP Chief Learning Officer
38.0
.......................15.0
          X 727,704 0 58,842
(27) Daniel Abad........................................................................
SVP TAL STRAT & TOTAL REWARDS
38.0
.......................15.0
          X 671,526 0 82,714
(28) JASON STEVENS........................................................................
SVP DEPUTY GENERAL COUNSEL
38.0
.......................15.0
          X 631,108 0 110,168
(29) Jon-Paul Croom........................................................................
SVP & Hospital President
2.0
.......................48.0
          X 0 602,907 116,614
(30) Remington Foss........................................................................
SVP Hospital President WG
2.0
.......................48.0
          X 0 623,838 93,108
(31) Freda Lyon........................................................................
VP System Emergency Services
38.0
.......................15.0
          X 624,229 0 80,019
(32) Matthew Terry........................................................................
SVP Chief Strategy Officer
38.0
.......................15.0
          X 617,449 0 80,919
(33) Sandra Lucius........................................................................
VP HEAD CARE PLAT (END 12/24)
38.0
.......................15.0
          X 601,651 0 95,657
(34) Nickolos Yaitsky........................................................................
VP CHIEF AI OFF & HEAD OF EA
38.0
.......................15.0
          X 593,766 0 74,321
(35) David Preston........................................................................
VP Brand and Marketing
38.0
.......................15.0
          X 615,176 0 43,772
(36) Le Joyce Naylor........................................................................
SVP & CHIEF DIVERSITY & INCLUS
38.0
.......................15.0
          X 561,495 0 88,792
(37) Richard Freeman........................................................................
EVP Chief Phys Ex (as of 7/24)
38.0
.......................15.0
    X       604,459 0 25,899
(38) Danyale Ziglor........................................................................
VP Human Resource
38.0
.......................15.0
          X 537,425 0 85,327
(39) Elizabeth Loudermilk........................................................................
VP Financial Planning
38.0
.......................15.0
          X 520,489 0 96,259
(40) JAMES L HORNSBY........................................................................
TRUSTEE & PHYSICIAN
38.0
.......................15.0
X           469,768 0 117,101
(41) Joseph Braud........................................................................
VP Info Security & CISO
38.0
.......................15.0
          X 501,085 0 62,563
(42) PAUL DOUGLASS MD........................................................................
TRUSTEE & PHYSICIAN
38.0
.......................15.0
X           454,029 0 87,403
(43) James Swartz........................................................................
VP Accounting
38.0
.......................15.0
          X 440,233 0 77,479
(44) Andrew Cox........................................................................
VP Chief of Staff & Leadership
38.0
.......................15.0
          X 433,678 0 82,568
(45) John Hatfield........................................................................
EVP Chf Ex Af Off (as of 5/24)
38.0
.......................15.0
    X       485,840 0 29,448
(46) Stephen Vault........................................................................
VP Strategic Community Develop
38.0
.......................15.0
          X 426,528 0 57,058
(47) Kimberly Taaca........................................................................
VP WMG Ops Specialty Div
38.0
.......................15.0
          X 397,829 0 82,358
(48) Maxwell Kagan........................................................................
VP Finance & CFO WMG
38.0
.......................15.0
          X 408,688 0 67,504
(49) Sophia McIntyre........................................................................
SVP WMG AMB CAR DIV (END 4/23)
38.0
.......................15.0
          X 468,520 0 0
(50) Elizabeth Papetti........................................................................
VP WMG Ops Hospital Div
38.0
.......................15.0
          X 397,679 0 67,875
(51) Susan Wright........................................................................
VP Pharmacy Svcs
38.0
.......................15.0
          X 392,073 0 67,601
(52) Thomas Draper........................................................................
VP Cardiovascular Service Line
38.0
.......................15.0
          X 396,030 0 59,505
(53) Varma Rameswar........................................................................
VP Pediatric Ops and Svc Line
38.0
.......................15.0
          X 363,870 0 88,383
(54) Joe Castanon........................................................................
VP Contracting & Val Analysis
38.0
.......................15.0
          X 377,256 0 65,263
(55) Kristen Trice........................................................................
VP DIAGNOSTIC OUTREACH
38.0
.......................15.0
          X 358,108 0 82,838
(56) Jessica Kovalesky........................................................................
VP CARE COORDINATION & POP HLT
38.0
.......................15.0
          X 394,821 0 36,932
(57) Sana Bruno........................................................................
VP Laboratory Services System
38.0
.......................15.0
          X 342,496 0 77,825
(58) Donald Zarkou........................................................................
VP of Oncology Service Line
38.0
.......................15.0
          X 323,024 0 90,750
(59) Sharon Robinson........................................................................
VP Foundation Strategy & Grwth
38.0
.......................15.0
          X 331,768 0 81,334
(60) Carol Todd........................................................................
VP Asst General Counsel
38.0
.......................15.0
          X 325,496 0 85,736
(61) MICHAEL GARRARD........................................................................
AVP REHABILITATION WRWSH
38.0
.......................15.0
          X 335,402 0 67,049
(62) Robert DeCoux........................................................................
VP Corporate Med Staff Svcs
38.0
.......................15.0
          X 316,156 0 82,222
(63) Ellen Russell........................................................................
VP HIM CDI & Policies
38.0
.......................15.0
          X 294,571 0 55,484
(64) Steven Hunt........................................................................
VP Human Resource (End 10/24)
38.0
.......................15.0
          X 337,565 0 0
(65) Phillip Coule........................................................................
VP and Chief Medical Officer
38.0
.......................15.0
          X 208,060 0 22,282
(66) Paul Murphree MD........................................................................
VP Medical Outcomes (End 4/24)
38.0
.......................15.0
          X 156,933 0 22,425
(67) Jennifer Giusti........................................................................
VP Clinical Outcomes(End 4/24)
38.0
.......................15.0
          X 123,430 0 37,057
(68) Joel Shu........................................................................
VP Wellstar CP (End 1/24)
38.0
.......................15.0
          X 138,696 0 3,391
(69) FRANK ROS........................................................................
Trustee
1.0
.......................15.0
X           54,889 0 0
(70) MITZI MOORE........................................................................
Trustee
1.0
.......................15.0
X           40,514 0 0
(71) ED RICHARDSON........................................................................
Trustee
1.0
.......................15.0
X           37,753 0 0
(72) W CHARLES BROCK........................................................................
Trustee
1.0
.......................15.0
X           34,976 0 0
(73) O SCOTT SWAYZE MD........................................................................
Trustee
1.0
.......................15.0
X           33,814 0 0
(74) MARK BERRY........................................................................
Trustee
1.0
.......................15.0
X           31,902 0 0
(75) KEITH PARKER........................................................................
Trustee
1.0
.......................15.0
X           31,712 0 0
(76) GREG MORGAN........................................................................
Trustee
1.0
.......................15.0
X           31,708 0 0
(77) H SPEER BURDETTE III........................................................................
Trustee
1.0
.......................15.0
X           31,111 0 0
(78) EDWARD TATE........................................................................
Trustee
1.0
.......................15.0
X           30,481 0 0
(79) DAVID BOTTOMS........................................................................
Trustee
1.0
.......................15.0
X           30,129 0 0
(80) JAMES L HOLMES........................................................................
Trustee
1.0
.......................15.0
X           27,901 0 0
(81) JOHN MCKIBBEN........................................................................
Trustee
1.0
.......................15.0
X           27,042 0 0
(82) JAY CUNNINGHAM........................................................................
Trustee
1.0
.......................15.0
X           26,359 0 0
(83) DAVID HAFNER........................................................................
FORMER DIRECTOR
0.0
.......................0.0
          X 24,026 0 0
(84) RANDALL BENTLEY SR........................................................................
FORMER DIRECTOR
0.0
.......................0.0
          X 14,150 0 0
(85) CONNIE KIRK........................................................................
FORMER TRUSTEE
1.0
.......................15.0
          X 12,619 0 0
(86) ALLEN SEPARK........................................................................
FORMER TRUSTEE
1.0
.......................15.0
          X 10,935 0 0
(87) GRETCHEN CORBIN BEG 1024........................................................................
Trustee
1.0
.......................15.0
X           1,539 0 0
(88) John Kerndl........................................................................
EVP & CFO (AS OF 2/25)
38.0
.......................15.0
    X       0 0 0
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 32,365,241 1,254,274 2,472,036
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 4,096
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
PT SOLUTIONS HOLDINGS LLC,
PO BOX 724557
ATLANTA,GA31139
MEDICAL 78,559,373
SEGARS GROUP LLC,
5955 SHILOH RD EAST
ALPHARETTA,GA30005
MEDICAL 15,328,708
FRESENIUS DBA RCC MARIETTA,
PO BOX 101518
ATLANTA,GA303921518
MEDICAL 8,926,589
HEARTS AND SCIENCE LLC,
200 VARICK STREET
NEW YORK,NY10014
MEDICAL 8,571,935
SENTRY ANESTHESIA MANAGEMENT,
6225 N STATE HIGHWAY 161
IRVING,TX75038
MEDICAL 6,697,832
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 905
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 48,891
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 48,891
 Program Service RevenueAmt Business Code
2a PATIENT REVENUE 622110 992,571,617 992,571,617    
b SHARED SERVICE RECOUPMENT 622110 737,417,027 737,417,027    
c EQUITY EARNINGS IN HOSP AFFILIATES 622110 1,134,656,877 1,134,656,877    
d KSU CLINIC 622110 3,666,699 3,666,699    
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 2,868,312,220
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 66,032,093     66,032,093
4 Income from investment of tax-exempt bond proceeds 0      
5 Royalties........... 0      
(i) Real (ii) Personal
6a Gross rents 6a 539,664  
b Less: rental expenses 6b    
c Rental income or (loss) 6c 539,664 0
d Net rental income or (loss)....... 539,664     539,664
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 74,061,608  
b Less: cost or other basis and sales expenses 7b    
c Gain or (loss) 7c 74,061,608  
d Net gain or (loss)......... 74,061,608     74,061,608
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a 0
b Less: direct expenses ... 8b 0
c Net income or (loss) from fundraising events.. 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities.. 0      
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory.. 0      
 OtherRevenueMiscAmt
Business Code
11a CAC PREMIUMS 622110 60,328,037     60,328,037
b MEDICARE SHARED SAVING RECEIPTS 622110 5,357,669     5,357,669
c LAUNDRY 812320 138,747   138,747  
d All other revenue .... 6,669,591     6,669,591
e Total. Add lines 11a–11d ...... 72,494,044
12 Total revenue. See instructions..... 3,081,488,520 2,868,312,220 138,747 212,988,662
Form 990 (2024)
Form 990 (2024)
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 .... 5,602,879 5,602,879
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. 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 ........... 44,545,906 35,636,725 8,909,181  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 0      
7 Other salaries and wages........ 1,492,754,589 1,040,954,343 448,990,514 2,809,732
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 74,778,676 48,525,664 26,253,012  
9 Other employee benefits ....... 91,162,952 110,314,852 -19,150,714 -1,186
10 Payroll taxes ........... 82,310,451 53,296,144 28,815,871 198,436
11 Fees for services (non-employees):        
a Management ...... 203,575,429 198,166,034 5,284,647 124,748
b Legal ......... 7,676,566 655,353 7,021,213  
c Accounting ........... 2,576,423 2,025 2,574,398  
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) 210,918,680 16,880,052 191,036,207 3,002,421
12 Advertising and promotion .... 24,804,388 985,975 22,356,620 1,461,793
13 Office expenses ....... 26,333,301 7,649,938 18,637,810 45,553
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 53,472,633 41,629,495 11,841,485 1,653
17 Travel ............ 12,400,891 6,208,853 6,097,140 94,898
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 0      
20 Interest ........... 3,977,840 1,403,291 2,574,549  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 83,385,729 25,381,388 57,997,301 7,040
23 Insurance ... 215,613,239 213,247,783 2,365,456  
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 MEDICAL SUPPLIES 84,080,107 87,721,661 -3,735,542 93,988
b NON-MEDICAL SUPPLIES 4,466,366 1,154,111 3,269,359 42,896
c REPAIRS & MAINTENANCE 51,647,115 13,626,343 37,695,668 325,104
d OTHER EXPENSES -90,762,954 -40,291,687 -50,672,592 201,325
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 2,685,321,206 1,868,751,222 808,161,583 8,408,401
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 if following SOP 98-2 (ASC 958-720).        
Form 990 (2024)
Form 990 (2024)
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 ........ 0 1 0
2 Savings and temporary cash investments ......... 370,069,376 2 361,895,103
3 Pledges and grants receivable, net ...... 0 3 0
4 Accounts receivable, net ............. 89,586,896 4 72,499,661
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 0 7 0
8 Inventories for sale or use ............ 43,170,583 8 35,310,256
9 Prepaid expenses and deferred charges ...... 129,442,904 9 178,579,032
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,644,448,982
b Less: accumulated depreciation 10b 896,400,960 593,653,867 10c 748,048,022
11 Investments—publicly traded securities . 2,488,379,680 11 2,939,596,958
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 ........... 3,367,640,881 15 3,620,422,537
16 Total assets. Add lines 1 through 15 (must equal line 33)... 7,081,944,187 16 7,956,351,569
Liabilities 17 Accounts payable and accrued expenses ..... 712,473,720 17 838,222,821
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 0 19 0
20 Tax-exempt bond liabilities ......... 1,922,548,931 20 1,966,097,967
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
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 351,946,622 25 314,579,617
26 Total liabilities. Add lines 17 through 25.. 2,986,969,273 26 3,118,900,405
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 4,015,090,058 27 4,754,139,386
28 Net assets with donor restrictions ........... 79,884,856 28 83,311,778
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 4,094,974,914 32 4,837,451,164
33 Total liabilities and net assets/fund balances ........ 7,081,944,187 33 7,956,351,569
Form 990 (2024)
Form 990 (2024)
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
3,081,488,520
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
2,685,321,206
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
396,167,314
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
4,094,974,914
5
Net unrealized gains (losses) on investments ...............
5
94,992,225
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
251,316,711
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
4,837,451,164
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 on
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 Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
Yes
 
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
Yes
 
Form 990 (2024)
Form 990 (2024)
Additional Data


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

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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
Name of the organization
WELLSTAR HEALTH SYSTEM INC
 
Employer identification number

58-1649541
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................10
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- 10 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) COBB HOSPITAL INC
 
580968382 3 Yes   164,524,739 0
(B) PAULDING MEDICAL CENTER INC
 
582095884 3 Yes   58,101,951 0
(C) KENNESTONE HOSPITAL INC
 
582032904 3 Yes   297,647,667 0
(D) DOUGLAS HOSPITAL INC
 
582026750 3 Yes   48,047,817 0
(E) WELLSTAR SPALDING REGIONAL HOSPITAL INC
 
810864789 3 Yes   38,614,427 0
(F) WELLSTAR SYLVAN GROVE HOSPITAL INC
 
810875069 3 Yes   5,127,861 0
(G) WELLSTAR NORTH FULTON HOSPITAL INC
 
810851756 3 Yes   63,824,571 0
(H) WEST GEORGIA MEDICAL CENTER INC
 
205497506 3 Yes   53,466,182 0
(I) AU MEDICAL CENTER INC
 
810837031 3 Yes   96,025,189 0
(J) WELLSTAR MCG HEALTH WARM SPRINGS INC
 
464824043 3 Yes   33,006 0
Total
10
825,413,410 0
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
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 failed 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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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 5 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
33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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) 2024

Schedule A (Form 990) 2024
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
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 on 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 on 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) 2024

Schedule A (Form 990) 2024
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 on lines 11b and 11c below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described on 11a above?
11b
 
No
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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
 
 
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
 
 
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
Yes
 
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
 
 
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
 
 
3
By reason of the relationship described in line 2 above, 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
 
 
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 lines 2a and 2b 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 on line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2024

Schedule A (Form 990) 2024
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    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
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    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
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    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
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 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2024 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2024
(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2024. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2025. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
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 (Form 990) 2024


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
WELLSTAR HEALTH SYSTEM INC
 
Employer identification number

58-1649541
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
WELLSTAR HEALTH SYSTEM INC
 
Employer identification number
58-1649541
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
WELLSTAR HEALTH SYSTEM INC
 
Employer identification number

58-1649541
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
WELLSTAR HEALTH SYSTEM INC
 
Employer identification number

58-1649541
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
WELLSTAR HEALTH SYSTEM INC
 
Employer identification number

58-1649541
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........right arrow

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2024

Schedule C (Form 990) 2024
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2021 (b) 2022 (c) 2023 (d) 2024 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2024


Schedule C (Form 990) 2024
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
Yes
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
Yes
 
45,300
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
415
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
Yes
 
8,643
i
Other activities? ...................................................................................................................
Yes
 
1,512,281
j
Total. Add lines 1c through 1i ....................................................................................................
1,566,639
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
No
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
SCHEDULE C, PART II-B, LINE 1 OTHER LOBBYING EXPENSES: DURING THE REPORTING PERIOD, WELLSTAR HEALTH SYSTEM, INC. HELD A RETAINER WITH A LOCAL FIRM TO PROVIDE PROFESSIONAL SERVICES FOR COMMUNITY RELATED ACTIVITIES INCLUDING SUPPORT IN COMMUNITY BENEFIT REPORTING AND LEGISLATIVE HEALTHCARE INITIATIVES AFFECTING THE SYSTEM HOSPITALS. WELLSTAR IS ALSO A PARTY TO SEVERAL HEALTHCARE RELATED COALITIONS THAT PROTECT THE INTERESTS OF ALL MEMBER HOSPITALS.
Schedule C (Form 990) 2024


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
WELLSTAR HEALTH SYSTEM INC
 
Employer identification number

58-1649541
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 July 25, 2006, 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 right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
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
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
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 FASB 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 FASB 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 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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 .... 9,572,000 8,480,000 8,396,000 9,743,000 7,756,000
b Contributions ... 132,000 292,000 89,000 52,000 65,000
c Net investment earnings, gains, and losses 570,000 800,000 -5,000 -1,399,000 1,922,000
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ...... 10,274,000 9,572,000 8,480,000 8,396,000 9,743,000
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow  
b
Permanent endowment right arrow65.000 %
c
Term endowment right arrow35.000 %
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 .....   57,153,971 57,153,971
b Buildings ....   345,002,580 139,141,854 205,860,725
c Leasehold improvements   113,093,473 2,398,135 110,695,338
d Equipment ....   1,083,388,380 744,598,210 338,790,170
e Other .....   20,168,578 10,262,760 35,547,818
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 748,048,022
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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.)right arrow  
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.)right arrow  
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)OTHER RECEIVABLES 3,620,422,537
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 3,620,422,537
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
ACCRUED PENSION LIABILITY -250,284,023
SELF-INSURANCE RESERVES 360,464,646
OTHER LT LIABILITIES 164,337,246
ASSET RETIREMENT OBLIGATIONS L 40,061,748





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 314,579,617
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) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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
SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS: WELLSTAR FOUNDATION, INC. HELD TWO ENDOWMENT FUNDS AT THE END OF THE REPORTING PERIOD ON BEHALF OF WELLSTAR HEALTH SYSTEM, INC. ONE ENDOWMENT, THE HODGES FUND, IS ESTABLISHED FOR THE PURPOSE OF PROVIDING SCHOLARSHIPS TO ELIGIBLE STUDENTS IN HEALTHCARE RELATED COURSE STUDIES. THE SECOND ENDOWMENT, HOSPICE FUND, IS ESTABLISHED TO PROVIDE FINANCIAL ASSISTANCE TO INDIGENT PATIENTS IN THE WELLSTAR HOSPICE PROGRAM.
SCHEDULE D, PART X, LINE 2 THE FOLLOWING FOOTNOTE IS RELATED TO THE ORGANIZATIONS APPLICATION OF FASB ASC 740 (PREVIOUSLY FIN 48): WELLSTAR AND MOST OF IT AFFILIATES HAVE BEEN RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN SECTION 501(C) (3), AND THEREFORE, RELATED INCOME IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. WELLSTAR APPLIES FASB ASC 740, INCOME TAXES, WHICH ADDRESSES ACCOUNTING FOR UNCERTAINTIES IN INCOME TAX POSITIONS. IT ALSO PROVIDES GUIDANCE ON WHEN TAX POSITIONS ARE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND HOW THE VALUES OF THESE POSITIONS ARE DETERMINED. THERE IS NO IMPACT ON WELLSTAR'S COMBINED FINANCIAL STATEMENTS AS A RESULT OF THE APPLICATION OF ASC 740. WELLSTAR HAS EVALUATED ITS TAX POSITIONS AND DOES NOT BELIEVE THERE ARE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2025, OR 2024.
Schedule D (Form 990) (Rev. 1-2025)


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Schedule I
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
WELLSTAR HEALTH SYSTEM INC
 
Employer identification number
58-1649541
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) 100 BLACK MEN-NORTH METRO ATLANTA
2300 HOLCOMB BRIDGE ROAD SUITE 103
ROSWELL,GA30076
58-2052894 501(C)(3) 20,000   FMV   SPONSORSHIP
(2) 21ST CENTURY LEADERS INC
115 NEW STREET SUITE B
DECATUR,GA30030
58-1820875 501(C)(3) 13,500   FMV   SPONSORSHIP
(3) AMERICAN CANCER SOCIETY INC
P O BOX 12685
ATLANTA,GA30301
13-1788461 501(C)(3) 79,000   FMV   SPONSORSHIP
(4) AMERICAN DIABETES ASSOCIATION
PO BOX 7023
MERRIFIELD,VA22116
13-1623888 501(C)(3) 8,000   FMV   SPONSORSHIP
(5) AMERICAN HEART ASSOCIATION
10 GLENLAKE PARKWAY SOUTH TOWER S
ATLANTA,GA30328
13-5613797 501(C)(3) 175,000   FMV   SPONSORSHIP
(6) AMERICAN LUNG ASSOCIATION
2452 SPRING ROAD SE
SMYRNA,GA30080
13-1632524 501(C)(3) 15,000   FMV   SPONSORSHIP
(7) ATLANTA AEROTROPOLIS ALLIANCE INC
3799 MAIN STREET P O BOX 87511
ATLANTA,GA30337
46-5740551 501(C)(6) 25,000   FMV   SPONSORSHIP
(8) ATLANTA PRIDE COMMITTEE INC
1530 DEKALB AVENUE NE
ATLANTA,GA30307
58-2032010 501(C)(3) 35,000   FMV   SPONSORSHIP
(9) AUGUSTA METRO CHAMBER OF COMMERCE
ONE 10TH STREET PO BOX 1837
AUGUSTA,GA30901
58-0188650 501(C)(6) 20,000   FMV   SPONSORSHIP
(10) BIG BROTHERS BIG SISTERS
680 MURPHY AVENUE SW SUITE 1090
ATLANTA,GA30310
58-0861895 501(C)(3) 10,000   FMV   SPONSORSHIP
(11) BULLOCK FOUNDATION INC
115 WATERFORD WAY
POWDER SPRINGS,GA30127
26-0127827 N/A 7,500   FMV   SPONSORSHIP
(12) BUY-COBB INC
PO BOX 3485
MARIETTA,GA30061
58-5234027 501(C)(3) 10,000   FMV   SPONSORSHIP
(13) CAMP KUDZU
8601 DUNWOODY PLACE SUITE 508
ATLANTA,GA30350
58-2449646 501(C)(3) 15,000   FMV   SPONSORSHIP
(14) CARELINK OF NORTHWEST GEORGIA
PO BOX 182
DALLAS,GA30132
47-5094465 501(C)(3) 8,000   FMV   SPONSORSHIP
(15) CHEROKEE BY CHOICE INC
1 INNOVATION WAY
WOODSTOCK,GA30188
83-1981790 501(C)(3) 32,500   FMV   SPONSORSHIP
(16) CHEROKEE COUNTY CHAMBER OF COMMERCE
PO BOX 4998
CANTON,GA30114
58-1090796 501(C)(6) 9,195   FMV   SPONSORSHIP
(17) COBB CHAMBER OF COMMERCE
1100 CIRCLE 75 PARKWAY SUITE 1000
ATLANTA,GA30339
58-0198114 501(C)(6) 79,000   FMV   SPONSORSHIP
(18) COBB COMMUNITY FOUNDATION INC
1100 CIRCLE 75 PARKWAY SUITE 1000
ATLANTA,GA30339
20-5652970 501(C)(6) 25,000   FMV   SPONSORSHIP
(19) COBB COUNTY BRANCH NAACP
605 ROSWELL STREET
MARIETTA,GA30061
58-1644877 501(C)(4) 8,500   FMV   SPONSORSHIP
(20) COBB COUNTY BOARD OF HEALTH Safe Kids Cobb County
1650 COUNTY SERVICES PARKWAY
MARIETTA,GA30008
58-1517015 501(C)(6) 7,500   FMV   SPONSORSHIP
(21) COLUMBIA COUNTY CHAMBER OF COMMERCE
1000 BUSINESS BLVD
EVANS,GA30809
02-0656710 501(C)(6) 13,300   FMV   SPONSORSHIP
(22) COUNCIL FOR QUALITY GROWTH
5901-C PEACHTREE DUNWOODY ROAD SUI
ATLANTA,GA30328
58-1664710 501(C)(6) 20,000   FMV   SPONSORSHIP
(23) DAVIS DIRECTION FOUNDATION
32 NORTH FAIRGROUND STREET
MARIETTA,GA30060
47-1370495 501(C)(3) 13,750   FMV   SPONSORSHIP
(24) DOUGLAS COUNTY CHAMBER OF COMMERCE
6658 CHURCH STREET
DOUGLASVILLE,GA30134
58-1950189 501(C)(6) 13,850   FMV   SPONSORSHIP
(25) GEORGIA ALLIANCE FOR BREAST CANCER (formerly known
270 CARPENTER DRIVE SUITE 515
ATLANTA,GA30328
47-0897591 501(C)(3) 10,000   FMV   SPONSORSHIP
(26) GEORGIA CHAMBER OF COMMERCE
PO BOX 102676
ATLANTA,GA30368
58-1537370 501(C)(6) 56,000   FMV   SPONSORSHIP
(27) GOOD SAMARITAN HEALTH CENTER OF COBB
1605 ROBERTA DRIVE
MARIETTA,GA30008
32-0045238 501(C)(3) 10,000   FMV   SPONSORSHIP
(28) GREATER AUGUSTA BLACK CHAMBER OF COMMERCE
P O BOX 1805
AUGUSTA,GA30903
81-1272818 501(C)(6) 12,500   FMV   SPONSORSHIP
(29) GREATER NORTH FULTON CHAMBER OF COMMERCE
11605 HAYNES BRIDGE ROAD SUITE 100
ALPHARETTA,GA30009
58-1157316 501(C)(6) 30,900   FMV   SPONSORSHIP
(30) HABITAT FOR HUMANITY OF NW METRO ATLANTA
1625 SPRING ROAD SE
SMYRNA,GA30080
58-1686320 501(C)(3) 10,000   FMV   SPONSORSHIP
(31) LATIN AMERICAN ASSOCIATION
2750 BUFORD HIGHWAY NE
ATLANTA,GA30324
58-1237316 501(C)(3) 5,500   FMV   SPONSORSHIP
(32) MARCH OF DIMES FOUNDATION
1550 CRYSTAL DRIVE SUITE 1300
ARLINGTON,VA22202
13-1846366 501(C)(3) 68,000   FMV   SPONSORSHIP
(33) MASTER GARDENER VOLUNTEERS OF COBB COUNTY
678 SOUTH COBB DRIVE
MARIETTA,GA30060
30-0306736 501(C)(3) 7,500   FMV   SPONSORSHIP
(34) MUST MINISTRIES
PO BOX 1717
MARIETTA,GA30061
58-2034725 501(C)(3) 32,500   FMV   SPONSORSHIP
(35) NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS INC
250 WILLIAMS STREET NW SUITE 2322
ATLANTA,GA30303
26-0813637 501(C)(3) 10,000   FMV   SPONSORSHIP
(36) NATIONAL MULTIPLE SCLEROSIS SOCIETY
900 S BROADWAY SUITE 200
DENVER,CO80209
13-5661935 501(C)(3) 5,500   FMV   SPONSORSHIP
(37) NORTH FULTON COMMUNITY CHARITIES
11270 ELKINS ROAD
ROSWELL,GA30076
58-1521088 501(C)(3) 10,000   FMV   SPONSORSHIP
(38) PARKINSON'S DISEASE FOUNDATION
200 SE 1ST STREET SUITE 800
MIAMI,FL33131
13-1866796 501(C)(3) 8,500   FMV   SPONSORSHIP
(39) PAULDING COUNTY CHAMBER OF COMMERCE
455 JIMMY CAMPBELL PARKWAY
DALLAS,GA30132
58-0945354 501(C)(3) 9,500   FMV   SPONSORSHIP
(40) PROSTAWARE INC
28 BALL MILL PLACE
SANDY SPRINGS,GA30350
27-0599329 501(C)(3) 30,000   FMV   SPONSORSHIP
(41) SAFE PATH CHILDRENS ADVOCACY CENTER INC
736 WHITLOCK AVENUE SUITE 600
MARIETTA,GA30064
58-1662987 501(C)(3) 10,000   FMV   SPONSORSHIP
(42) SWEETWATER MISSION
PO BOX 802
AUSTELL,GA30168
58-1992771 501(C)(3) 10,000   FMV   SPONSORSHIP
(43) THE CENTER FOR FAMILY RESOURCES
400 FRANKLIN GATEWAY SUITE 250
MARIETTA,GA30067
58-0876634 501(C)(3) 10,000   FMV   SPONSORSHIP
(44) THE DRAKE HOUSE
10500 CLARA DRIVE
ROSWELL,GA30075
20-0943038 501(C)(3) 10,000   FMV   SPONSORSHIP
(45) THE TOMMY NOBIS CENTER
1480 BELLS FERRY ROAD
MARIETTA,GA30066
58-1290439 501(C)(3) 16,000   FMV   SPONSORSHIP
(46) UNITED NEGRO COLLEGE FUND INC (UNCF)
1805 7TH STREET NW
WASHINGTON,DC20001
13-1624241 N/A 15,000   FMV   SPONSORSHIP
(47) UNIVERSITY SYSTEM OF GEORGIA FOUNDATION INC
270 WASHINGTON STREET SW
ATLANTA,GA30334
58-6333106 501(C)(3) 15,000   FMV   SPONSORSHIP
(48) URBAN LEAGUE OF GREATER ATLANTA (UGLA)
230 PEACHTREE STREET NW SUITE 2600
ATLANTA,GA30303
58-0593386 501(C)(3) 10,000   FMV   SPONSORSHIP
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
33
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
15
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANTS: WELLSTAR HEALTH SYSTEM, INC. AND ITS AFFILIATES HAVE SET ASIDE FUNDS FOR CONTRIBUTIONS AND SPONSORSHIPS ON AN ANNUAL BASIS THAT PROVIDE ASSISTANCE TO NATIONAL AND LOCAL ORGANIZATIONS IN THE FURTHERANCE OF THE COMMUNITY NEEDS. WELLSTAR ALSO HAS SEVERAL AGREEMENTS WITH AREA COLLEGES AND UNIVERSITIES TO PROMOTE HEALTHCARE RELATED CAREER OPPORTUNITIES. ALL SPONSORSHIPS ARE AWARDED BASED ON SPECIFIC QUALIFICATIONS WITHOUT REGARD TO AGE, GENDER, OR ETHNICITY.
Schedule I (Form 990) Rev. 1-2025



Additional Data


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Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
WELLSTAR HEALTH SYSTEM INC
 
Employer identification number

58-1649541
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 on 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
 
No
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 on 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
Yes
 
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 nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
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) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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, 1099-MISC compensation, and/or 1099-NEC (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
1Alan Muster
SVP Specialty Division WMG
(i)

(ii)
588,432
-------------
0
228,235
-------------
0
135,258
-------------
0
60,315
-------------
0
75,902
-------------
0
1,088,142
-------------
0
0
-------------
0
2Andrew Cox
VP Chief of Staff & Leadership
(i)

(ii)
353,746
-------------
0
70,606
-------------
0
9,326
-------------
0
24,036
-------------
0
58,532
-------------
0
516,246
-------------
0
0
-------------
0
3Anthony Budzinski
EVP & CFO (End 4/24)
(i)

(ii)
325,861
-------------
0
287,932
-------------
0
201,433
-------------
0
19,734
-------------
0
24,233
-------------
0
859,193
-------------
0
0
-------------
0
4Arif Aziz MD
TRUSTEE & PHYSICIAN(End 12/24)
(i)

(ii)
615,688
-------------
0
221,408
-------------
0
24,176
-------------
0
60,411
-------------
0
41,156
-------------
0
962,839
-------------
0
0
-------------
0
5Barbara Corey
SVP Managed Care
(i)

(ii)
477,971
-------------
0
118,184
-------------
0
112,007
-------------
0
32,777
-------------
0
68,928
-------------
0
809,867
-------------
0
0
-------------
0
6Beth Kost
SVP Chief Compliance Officer
(i)

(ii)
502,653
-------------
0
125,408
-------------
0
122,700
-------------
0
37,552
-------------
0
50,255
-------------
0
838,568
-------------
0
0
-------------
0
7Catherine Andrews
SVP & COO KH
(i)

(ii)
0
-------------
504,379
0
-------------
205,091
0
-------------
114,636
0
-------------
53,439
0
-------------
31,215
0
-------------
908,760
0
-------------
0
8Candice Saunders
President & CEO
(i)

(ii)
2,000,953
-------------
0
1,367,578
-------------
0
1,589,671
-------------
0
60,350
-------------
0
51,371
-------------
0
5,069,923
-------------
0
536,578
-------------
0
9Carol Todd
VP Asst General Counsel
(i)

(ii)
258,502
-------------
0
54,595
-------------
0
12,399
-------------
0
32,180
-------------
0
53,556
-------------
0
411,232
-------------
0
0
-------------
0
10Daniel Abad
SVP TAL STRAT & TOTAL REWARDS
(i)

(ii)
426,546
-------------
0
170,446
-------------
0
74,534
-------------
0
52,208
-------------
0
30,506
-------------
0
754,240
-------------
0
0
-------------
0
11Danyale Ziglor
VP Human Resource
(i)

(ii)
300,310
-------------
0
181,002
-------------
0
56,113
-------------
0
51,276
-------------
0
34,051
-------------
0
622,752
-------------
0
0
-------------
0
12David Jones
EVP CHIEF PEOPLE OFFICER
(i)

(ii)
666,694
-------------
0
370,777
-------------
0
330,522
-------------
0
59,026
-------------
0
32,500
-------------
0
1,459,519
-------------
0
168,750
-------------
0
13David Preston
VP Brand and Marketing
(i)

(ii)
405,434
-------------
0
130,923
-------------
0
78,819
-------------
0
 
-------------
0
43,772
-------------
0
658,948
-------------
0
0
-------------
0
14Donald Zarkou
VP of Oncology Service Line
(i)

(ii)
257,670
-------------
0
51,427
-------------
0
13,927
-------------
0
32,338
-------------
0
58,412
-------------
0
413,774
-------------
0
0
-------------
0
15Edward Hsu
MD Physician Group
(i)

(ii)
945,983
-------------
0
604,013
-------------
0
3,510
-------------
0
37,024
-------------
0
52,531
-------------
0
1,643,061
-------------
0
0
-------------
0
16Elizabeth Loudermilk
VP Financial Planning
(i)

(ii)
341,037
-------------
0
166,274
-------------
0
13,178
-------------
0
42,681
-------------
0
53,578
-------------
0
616,748
-------------
0
0
-------------
0
17Elizabeth Papetti
VP WMG Ops Hospital Div
(i)

(ii)
310,898
-------------
0
76,348
-------------
0
10,433
-------------
0
29,625
-------------
0
38,250
-------------
0
465,554
-------------
0
0
-------------
0
18Ellen Russell
VP HIM CDI & Policies
(i)

(ii)
234,832
-------------
0
46,872
-------------
0
12,867
-------------
0
17,424
-------------
0
38,060
-------------
0
350,055
-------------
0
0
-------------
0
19Freda Lyon
VP System Emergency Services
(i)

(ii)
275,974
-------------
0
65,584
-------------
0
282,671
-------------
0
34,884
-------------
0
45,135
-------------
0
704,248
-------------
0
266,838
-------------
0
20James Burke
MD Physician Group
(i)

(ii)
1,159,546
-------------
0
629,173
-------------
0
6,056
-------------
0
52,596
-------------
0
58,089
-------------
0
1,905,460
-------------
0
0
-------------
0
21JAMES L HORNSBY
TRUSTEE & PHYSICIAN
(i)

(ii)
323,908
-------------
0
135,986
-------------
0
9,874
-------------
0
59,712
-------------
0
57,389
-------------
0
586,869
-------------
0
0
-------------
0
22James Swartz
VP Accounting
(i)

(ii)
306,971
-------------
0
123,516
-------------
0
9,746
-------------
0
29,092
-------------
0
48,387
-------------
0
517,712
-------------
0
0
-------------
0
23Jeffrey Donahue
MD Physician Group
(i)

(ii)
757,007
-------------
0
814,677
-------------
0
2,226
-------------
0
42,474
-------------
0
65,785
-------------
0
1,682,169
-------------
0
0
-------------
0
24Jennifer Giusti
VP Clinical Outcomes(End 4/24)
(i)

(ii)
119,597
-------------
0
0
-------------
0
3,833
-------------
0
30,794
-------------
0
6,263
-------------
0
160,487
-------------
0
0
-------------
0
25Jessica Kovalesky
VP CARE COORDINATION & POP HLT
(i)

(ii)
306,467
-------------
0
77,668
-------------
0
10,686
-------------
0
21,062
-------------
0
15,870
-------------
0
431,753
-------------
0
0
-------------
0
26Joe Castanon
VP Contracting & Val Analysis
(i)

(ii)
305,832
-------------
0
62,595
-------------
0
8,829
-------------
0
12,058
-------------
0
53,205
-------------
0
442,519
-------------
0
0
-------------
0
27Joel Shu
VP Wellstar CP (End 1/24)
(i)

(ii)
23,251
-------------
0
115,045
-------------
0
400
-------------
0
2,269
-------------
0
1,122
-------------
0
142,087
-------------
0
0
-------------
0
28John Hatfield
EVP Chf Ex Af Off (as of 5/24)
(i)

(ii)
400,000
-------------
0
75,000
-------------
0
10,840
-------------
0
4,587
-------------
0
24,861
-------------
0
515,288
-------------
0
0
-------------
0
29Jon-Paul Croom
SVP & Hospital President
(i)

(ii)
0
-------------
400,608
0
-------------
109,186
0
-------------
93,113
0
-------------
61,597
0
-------------
55,017
0
-------------
719,521
0
-------------
0
30Joseph Braud
VP Info Security & CISO
(i)

(ii)
336,274
-------------
0
67,117
-------------
0
97,694
-------------
0
6,938
-------------
0
55,625
-------------
0
563,648
-------------
0
28,464
-------------
0
31Joseph Reppert
SVP Finance & CFO
(i)

(ii)
511,555
-------------
0
202,629
-------------
0
232,305
-------------
0
60,100
-------------
0
51,896
-------------
0
1,058,485
-------------
0
106,747
-------------
0
32Julie Teer
SVP & WELLSTAR FOUNDATION PRES
(i)

(ii)
582,150
-------------
0
145,246
-------------
0
240,241
-------------
0
12,868
-------------
0
37,834
-------------
0
1,018,339
-------------
0
107,415
-------------
0
33Kem Mullins
EVP Ambulatory Ops & Bus Dev
(i)

(ii)
856,242
-------------
0
300,398
-------------
0
190,543
-------------
0
24,800
-------------
0
60,004
-------------
0
1,431,987
-------------
0
0
-------------
0
34Kimberly Taaca
VP WMG Ops Specialty Div
(i)

(ii)
313,123
-------------
0
73,875
-------------
0
10,831
-------------
0
52,277
-------------
0
30,081
-------------
0
480,187
-------------
0
0
-------------
0
35Kristen Trice
VP DIAGNOSTIC OUTREACH
(i)

(ii)
262,080
-------------
0
86,108
-------------
0
9,920
-------------
0
29,490
-------------
0
53,348
-------------
0
440,946
-------------
0
0
-------------
0
36Laura Dannels
VP Chief Learning Officer
(i)

(ii)
419,168
-------------
0
236,636
-------------
0
71,900
-------------
0
28,095
-------------
0
30,747
-------------
0
786,546
-------------
0
0
-------------
0
37Le Joyce Naylor
SVP & CHIEF DIVERSITY & INCLUS
(i)

(ii)
375,440
-------------
0
93,672
-------------
0
92,383
-------------
0
59,676
-------------
0
29,116
-------------
0
650,287
-------------
0
0
-------------
0
38Leo Reichert
EVP & General Counsel
(i)

(ii)
817,170
-------------
0
285,436
-------------
0
398,680
-------------
0
60,100
-------------
0
58,580
-------------
0
1,619,966
-------------
0
204,292
-------------
0
39Marcus Gates
MD Physician Group
(i)

(ii)
741,834
-------------
0
991,985
-------------
0
2,826
-------------
0
46,000
-------------
0
63,851
-------------
0
1,846,496
-------------
0
0
-------------
0
40Mary Chatman
EVP Acute Care Operations
(i)

(ii)
432,505
-------------
420,991
302,145
-------------
0
180,970
-------------
9,177
39,203
-------------
26,170
29,569
-------------
17,369
984,392
-------------
473,707
0
-------------
0
41Matthew Terry
SVP Chief Strategy Officer
(i)

(ii)
414,918
-------------
0
103,522
-------------
0
99,009
-------------
0
27,754
-------------
0
53,165
-------------
0
698,368
-------------
0
0
-------------
0
42Maxwell Kagan
VP Finance & CFO WMG
(i)

(ii)
317,075
-------------
0
80,930
-------------
0
10,683
-------------
0
29,250
-------------
0
38,254
-------------
0
476,192
-------------
0
0
-------------
0
43Michael McCullough
SVP Supply Chain
(i)

(ii)
450,840
-------------
0
202,650
-------------
0
529,946
-------------
0
36,515
-------------
0
60,765
-------------
0
1,280,716
-------------
0
421,152
-------------
0
44Nickolos Yaitsky
VP CHIEF AI OFF & HEAD OF EA
(i)

(ii)
316,493
-------------
0
189,757
-------------
0
87,516
-------------
0
16,904
-------------
0
57,417
-------------
0
668,087
-------------
0
29,048
-------------
0
45PAUL DOUGLASS MD
TRUSTEE & PHYSICIAN
(i)

(ii)
373,636
-------------
0
68,430
-------------
0
11,963
-------------
0
30,847
-------------
0
56,556
-------------
0
541,432
-------------
0
0
-------------
0
46Paul Murphree MD
VP Medical Outcomes (End 4/24)
(i)

(ii)
149,297
-------------
0
 
-------------
0
7,636
-------------
0
9,673
-------------
0
12,752
-------------
0
179,358
-------------
0
0
-------------
0
47Phillip Coule
VP and Chief Medical Officer
(i)

(ii)
204,474
-------------
0
1,680
-------------
0
1,906
-------------
0
12,372
-------------
0
9,910
-------------
0
230,342
-------------
0
0
-------------
0
48Pranav Jain
VP CHIEF IH OFF & HEAD OF CP
(i)

(ii)
498,722
-------------
0
199,287
-------------
0
84,645
-------------
0
52,511
-------------
0
30,431
-------------
0
865,596
-------------
0
0
-------------
0
49Remington Foss
SVP Hospital President WG
(i)

(ii)
0
-------------
414,336
0
-------------
103,072
0
-------------
106,430
0
-------------
47,664
0
-------------
45,444
0
-------------
716,946
0
-------------
0
50Richard Capps
EVP Chief Info & Digital Offcr
(i)

(ii)
713,211
-------------
0
584,401
-------------
0
159,328
-------------
0
61,204
-------------
0
61,274
-------------
0
1,579,418
-------------
0
0
-------------
0
51Richard Freeman
EVP Chief Phys Ex (as of 7/24)
(i)

(ii)
420,680
-------------
0
100,000
-------------
0
83,779
-------------
0
10,109
-------------
0
15,790
-------------
0
630,358
-------------
0
0
-------------
0
52Richard Myung
MD Physician Group
(i)

(ii)
1,627,946
-------------
0
794,306
-------------
0
5,977
-------------
0
53,500
-------------
0
66,497
-------------
0
2,548,226
-------------
0
0
-------------
0
53Robert DeCoux
VP Corporate Med Staff Svcs
(i)

(ii)
210,558
-------------
0
42,027
-------------
0
63,571
-------------
0
44,522
-------------
0
37,700
-------------
0
398,378
-------------
0
49,297
-------------
0
54Sana Bruno
VP Laboratory Services System
(i)

(ii)
275,093
-------------
0
55,708
-------------
0
11,695
-------------
0
25,212
-------------
0
52,613
-------------
0
420,321
-------------
0
0
-------------
0
55Sandra Lucius
VP HEAD CARE PLAT (END 12/24)
(i)

(ii)
314,725
-------------
0
188,706
-------------
0
98,220
-------------
0
54,424
-------------
0
41,233
-------------
0
697,308
-------------
0
31,472
-------------
0
56Sharon Robinson
VP Foundation Strategy & Grwth
(i)

(ii)
267,821
-------------
0
53,456
-------------
0
10,491
-------------
0
37,110
-------------
0
44,224
-------------
0
413,102
-------------
0
0
-------------
0
57Snehal Doshi
SVP Ancillary and Support Svc
(i)

(ii)
416,042
-------------
0
113,534
-------------
0
197,807
-------------
0
39,190
-------------
0
55,662
-------------
0
822,235
-------------
0
99,242
-------------
0
58Sophia McIntyre
SVP WMG AMB CAR DIV (END 4/23)
(i)

(ii)
0
-------------
0
0
-------------
0
468,520
-------------
0
0
-------------
0
0
-------------
0
468,520
-------------
0
0
-------------
0
59Stephen Vault
VP Strategic Community Develop
(i)

(ii)
299,051
-------------
0
72,399
-------------
0
55,078
-------------
0
29,309
-------------
0
27,749
-------------
0
483,586
-------------
0
0
-------------
0
60Steven Hunt
VP Human Resource (End 10/24)
(i)

(ii)
8,793
-------------
0
0
-------------
0
328,772
-------------
0
0
-------------
0
0
-------------
0
337,565
-------------
0
113,506
-------------
0
61Susan Grant
EVP CHIEF NURS EXEC (END 1/25)
(i)

(ii)
621,005
-------------
0
216,914
-------------
0
281,576
-------------
0
59,152
-------------
0
31,704
-------------
0
1,210,351
-------------
0
155,249
-------------
0
62Susan Wright
VP Pharmacy Svcs
(i)

(ii)
317,366
-------------
0
63,346
-------------
0
11,361
-------------
0
36,949
-------------
0
30,652
-------------
0
459,674
-------------
0
0
-------------
0
63Thomas Draper
VP Cardiovascular Service Line
(i)

(ii)
292,157
-------------
0
68,980
-------------
0
34,893
-------------
0
29,375
-------------
0
30,130
-------------
0
455,535
-------------
0
25,350
-------------
0
64Valery Akopov
SVP Hospital Division WMG
(i)

(ii)
580,944
-------------
0
219,327
-------------
0
142,888
-------------
0
38,325
-------------
0
56,034
-------------
0
1,037,518
-------------
0
0
-------------
0
65Varma Rameswar
VP Pediatric Ops and Svc Line
(i)

(ii)
289,827
-------------
0
57,846
-------------
0
16,197
-------------
0
60,170
-------------
0
28,213
-------------
0
452,253
-------------
0
0
-------------
0
66William Bellando
SVP Chief Info Officer
(i)

(ii)
520,024
-------------
0
340,987
-------------
0
112,342
-------------
0
54,930
-------------
0
58,335
-------------
0
1,086,618
-------------
0
0
-------------
0
67MICHAEL GARRARD
AVP REHABILITATION WRWSH
(i)

(ii)
271,211
-------------
0
54,131
-------------
0
10,060
-------------
0
15,032
-------------
0
52,017
-------------
0
402,451
-------------
0
0
-------------
0
68JASON STEVENS
SVP DEPUTY GENERAL COUNSEL
(i)

(ii)
421,709
-------------
0
109,293
-------------
0
100,106
-------------
0
62,215
-------------
0
47,953
-------------
0
741,276
-------------
0
0
-------------
0
69CONNIE KIRK
FORMER TRUSTEE
(i)

(ii)
12,619
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
12,619
-------------
0
0
-------------
0
70ALLEN SEPARK
FORMER TRUSTEE
(i)

(ii)
10,935
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
10,935
-------------
0
0
-------------
0
71DAVID HAFNER
FORMER DIRECTOR
(i)

(ii)
24,026
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
24,026
-------------
0
0
-------------
0
72RANDALL BENTLEY SR
FORMER DIRECTOR
(i)

(ii)
14,150
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
14,150
-------------
0
0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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
SCHEDULE J, PART I, LINE 1A THE ITEMS, AS INDICATED IN LINE 1A, WERE PROVIDED, IN SOME INSTANCES, TO BOARD MEMBERS AND TO CERTAIN EMPLOYED INDIVIDUALS LISTED IN FORM 990, PART VII BY THE ORGANIZATION. THE ORGANIZATION FOLLOWS IRS GUIDELINES AND THESE ITEMS WERE ADDED AS TAXABLE INCOME AS APPROPRIATE. SCHEDULE J, PART I, LINE 1B REIMBURSEMENT POLICY: WHILE WELLSTAR HEALTH SYSTEM AND ITS AFFILIATES DO NOT HAVE A WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT OF THE ITEMS LISTED IN SCHEDULE J, PART I, LINE 1A, THE ORGANIZATION FOLLOWS IRS GUIDELINES IN THE PAYMENT OF ANY OF THESE ITEMS TO INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A. THESE ITEMS ARE ADDED AS TAXABLE WAGES ON THE INDIVIDUAL'S FORM W-2 AS APPROPRIATE. SCHEDULE J, PART I, LINE 4A SEVERANCE PAYMENTS: PURSUANT TO THEIR RESPECTIVE EMPLOYMENT AGREEMENTS, THE FOLLOWING GROUPS OF OFFICERS ARE ENTITLED TO SEVERANCE PAYMENTS BASED ON THEIR COMPENSATION AT THAT TIME IN THE EVENT OF CERTAIN IDENTIFIED CIRCUMSTANCES. THE SEVERANCE PAYMENT PERIODS ARE 24 MONTHS FOR EXECUTIVE VICE PRESIDENTS, 18 MONTHS FOR SENIOR VICE PRESIDENTS, AND 12 MONTHS FOR VICE PRESIDENTS. THE FOLLOWING OFFICERS RECEIVED SEVERANCE PAY DURING THE 2024 CALENDAR YEAR FROM EITHER THE ORGANIZATION OR A RELATED ORGANIZATION: SOPHIA MCINTYRE 468,520 STEVEN HUNT 214,931 SCHEDULE J, PART I, LINE 4B PARTICIPATION IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: DURING THE YEAR, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS AND CERTAIN PHYSICIANS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SPONSORED BY WELLSTAR HEALTH SYSTEM, INC. THE AMOUNTS RELATED TO THIS PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM THE PLAN INCLUDED IN SCHEDULE J, PART II, COLUMN (B): CANDICE SAUNDERS 536,578 DAVID JONES 168,750 FREDA LYON 266,838 JOE REPPERT 106,747 JOSEPH BRAUD 28,464 JULIE TEER 107,415 LEO REICHERT 204,292 MICHAEL MCCULLOUGH 421,152 NICKOLOS YAITSKY 29,048 ROBERT DECOUX 49,297 SANDRA LUCIUS 31,472 SNEHAL DOSHI 99,242 STEVEN HUNT 113,506 SUSAN GRANT 155,249 THOMAS DRAPER 25,350 SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS TO OFFICERS: AS PART OF THE WELLSTAR EXECUTIVE COMPENSATION PHILOSOPHY A PERFORMANCE PAY PLAN WAS INSTITUTED SEVERAL YEARS AGO WHEREBY THE WELLSTAR BOARD OF TRUSTEES APPROVES AN ANNUAL INCENTIVE PLAN WHICH CONSISTS OF SEVERAL PERFORMANCE GOALS OR FACTORS THAT UPON ATTAINMENT WILL RESULT IN PAYOUTS TO ELIGIBLE PLAN PARTICIPANTS.THOSE FACTORS ARE: (1) PEOPLE & CUSTOMER SERVICE GOAL FOR EMPLOYEE "TRUST INDEX (2) QUALITY & SAFETY GOAL FOR CLINICAL EXCELLENCE AND PATIENT SATISFACTION; AND (3) FINANCIAL GOAL FOR ATTAINING A POSITIVE OPERATING MARGIN. CONFIRMATION OF ACHIEVING THESE GOALS IS TYPICALLY RECEIVED THROUGH THE ANNUAL EXTERNAL AUDIT PROCESS AND APPROVED BY THE BOARD OF TRUSTEES AT THAT TIME.
Schedule J (Form 990) (Rev. 1-2025)

Additional Data


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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
Attach to Form 990.

Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
WELLSTAR HEALTH SYSTEM INC
 
Employer identification number
58-1649541
Part
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 HOSPITAL AUTHORITY OF COBB COUNTY
 
58-2464600 19081PEM4 04-01-2004 25,000,000 EQUIPMENT POOL   X   X   X
B HOSPITAL AUTHORITY OF COBB COUNTY
 
58-2464600 19081PEN2 04-01-2006 25,000,000 EQUIPMENT POOL   X   X   X
C COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
 
58-1147004 190813PH2 11-15-2012 122,366,879 ADVANCED REFUNDING CONSTRUCTION   X   X   X
D SEE PART VI
 
  08-03-2017 260,085,000 CONSTRUCTION/REFUNDING   X   X   X
SEE PART VI
 
  08-03-2020 611,463,388 CONSTRUCTION/REFUNDING   X   X   X
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
 
58-1147004 190813SC0 08-06-2020 93,340,000 CONSTRUCTION/REFUNDING   X   X   X
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
 
58-1147004 190813SY2 01-04-2021 89,661,453 CONSTRUCTION/REFUNDING   X   X   X
DEVELOPMENT AUTHORITY OF FULTON COUNTY
 
58-1506878 36005GAZ6 08-06-2020 70,165,000 CONSTRUCTION/REFUNDING   X   X   X
PAULDING COUNTY HOSPITAL AUTHORITY
 
58-6011214 703596EG7 03-08-2022 95,875,162 CONSTRUCTION/REFUNDING   X   X   X
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
 
58-1147004 190813SZ0 03-08-2022 201,389,838 CONSTRUCTION   X   X   X
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
 
58-1147004 190813TK1 04-09-2025 88,670,000 CONSTRUCTION   X   X   X
ROSWELL DEVELOPMENT AUTHORITY
 
33-4344151 77853AAA1 04-09-2025 78,595,000 CONSTRUCTION   X   X X  
COLUMBIA COUNTY HOSPITAL AUTHORITY 2023A & 2023B
 
117479ADO 11-02-2023 336,989,073 CONSTRUCTION   X   X   X
Cobb County Kennestone Hospital Authority 2023 A
 
58-1147004 190813THB 11-02-2023 81,078,334 CONSTRUCTION/REFUNDING   X   X   X
DEVELOPMENT AUTHORITY OF AUGUSTA 2023A
 
52-1309430 05115CBQ6 11-02-2023 80,497,490 CONSTRUCTION/REFUNDING   X   X   X
DEVELOPMENT AUTHORITY OF ALPHARETTA
 
58-2418250 020812DA8 04-09-2025 20,770,000 CONSTRUCTION/REFUNDING   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 0 0 76,530,000 48,015,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 25,000,000 25,000,000 122,366,879 110,085,000
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 0 0 1,079,370 170,000
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 0 0 0 0
11 Other spent proceeds ............. 25,000,000 25,000,000 121,207,509 109,915,000
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion .............
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
  X   X X   X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 2
Part
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? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X   X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
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?   X   X   X   X
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X   X
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 .... 0 % 0 % 0 % 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 .........        
6 Total of lines 4 and 5 ............. 1.250 %      
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
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?.............   X   X   X   X
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? .............   X   X   X   X
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? ........
X   X   X   X  
Part
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   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......                
b Exception to rebate? ........ X   X     X X  
c No rebate due? .........                
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X     X   X X  
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider .......... 0
 
0
 
0
 
0
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider .......... 0
 
0
 
0
 
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   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
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   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
SCHEDULE K, PART V PROCEDURES TO UNDERTAKE CORRECTIVE ACTION: WELLSTAR HEALTH SYSTEM, INC. (THE BORROWER ON TAX-EXEMPT BONDS) HAS ESTABLISHED POLICIES AND PROCEDURES THAT WILL MAXIMIZE THE LIKELIHOOD THAT ALL APPLICABLE POST-ISSUANCE REQUIREMENTS OF FEDERAL INCOME TAX LAW NEEDED TO PRESERVE THE TAX-EXEMPT STATUS OF THE BONDS ARE MET. THE PROCEDURES INCLUDE EXTERNAL ADVISORS SUCH AS BOND COUNSEL AND OTHER LEGAL COUNSEL WHO ASSIST THE BORROWER IN MAINTAINING THE TAX-EXEMPT STATUS OF ALL BONDS; ARBITRAGE REBATE CALCULATIONS THAT NEED TO BE MADE FOR EACH BOND ISSUE; DOCUMENTATION OF THE USE OF BOND PROCEEDS INCLUDING POTENTIAL PRIVATE BUSINESS USE APPLICABLE TO THE BONDS AFTER AN ANNUAL INTERNAL REVIEW OF THOSE USES; AND PROPER RECORD KEEPING OF ALL DOCUMENTS RELATED TO THE ISSUANCE OF TAX-EXEMPT BONDS. THESE PROCEDURES APPLY TO ALL LISTED TAX-EXEMPT BONDS.
SCHEDULE K, PART I, COLUMN (D) AS PART OF THE VARIABLE RATE COMPOSITE BOND ISSUE, ISSUED 8/3/2017, IN THE TOTAL ORIGINAL AMOUNT OF $260,085,000 OF WHICH $198,015,000 HAS BEEN LEGALLY DEFEASED, THE FOLLOWING INFORMATION IS BEING PROVIDED: ISSUER NAME EIN CUSIP # COBB COUNTY KENNESTONE HOSPITAL AUTHORITY 58-1147004 DEVELOPMENT AUTHORITY OF FULTON COUNTY (DEFEASED) 58-1506878 36005GAY9 GRIFFIN-SPALDING COUNTY HOSPITAL AUTHORITY 58-6212778
SCHEDULE K, PART I, COLUMNS (A), (B), & (C) AS PART OF THE FIXED RATE COMPOSITE BOND ISSUE, ISSUED 8/3/2017, IN THE TOTAL AMOUNT OF $611,463,388 THE FOLLOWING INFORMATION IS BEING PROVIDED: ISSUER NAME EIN CUSIP # DEVELOPMENT AUTHORITY OF FULTON COUNTY 58-1506878 36005GAX1 GRIFFIN-SPALDING COUNTY HOSPITAL AUTHORITY 58-6212778 398258AX1 LAGRANGE-TROUP COUNTY HOSPITAL AUTHORITY 56-2609278 507152AX4 COBB COUNTY KENNESTONE HOSPITAL AUTHORITY 58-1147004 190813RF4
Schedule K (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version:  


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
Attach to Form 990.

Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
WELLSTAR HEALTH SYSTEM INC
 
Employer identification number
58-1649541
Part
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 HOSPITAL AUTHORITY OF COBB COUNTY
 
58-2464600 19081PEM4 04-01-2004 25,000,000 EQUIPMENT POOL   X   X   X
B HOSPITAL AUTHORITY OF COBB COUNTY
 
58-2464600 19081PEN2 04-01-2006 25,000,000 EQUIPMENT POOL   X   X   X
C COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
 
58-1147004 190813PH2 11-15-2012 122,366,879 ADVANCED REFUNDING CONSTRUCTION   X   X   X
D SEE PART VI
 
  08-03-2017 260,085,000 CONSTRUCTION/REFUNDING   X   X   X
SEE PART VI
 
  08-03-2020 611,463,388 CONSTRUCTION/REFUNDING   X   X   X
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
 
58-1147004 190813SC0 08-06-2020 93,340,000 CONSTRUCTION/REFUNDING   X   X   X
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
 
58-1147004 190813SY2 01-04-2021 89,661,453 CONSTRUCTION/REFUNDING   X   X   X
DEVELOPMENT AUTHORITY OF FULTON COUNTY
 
58-1506878 36005GAZ6 08-06-2020 70,165,000 CONSTRUCTION/REFUNDING   X   X   X
PAULDING COUNTY HOSPITAL AUTHORITY
 
58-6011214 703596EG7 03-08-2022 95,875,162 CONSTRUCTION/REFUNDING   X   X   X
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
 
58-1147004 190813SZ0 03-08-2022 201,389,838 CONSTRUCTION   X   X   X
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
 
58-1147004 190813TK1 04-09-2025 88,670,000 CONSTRUCTION   X   X   X
ROSWELL DEVELOPMENT AUTHORITY
 
33-4344151 77853AAA1 04-09-2025 78,595,000 CONSTRUCTION   X   X X  
COLUMBIA COUNTY HOSPITAL AUTHORITY 2023A & 2023B
 
117479ADO 11-02-2023 336,989,073 CONSTRUCTION   X   X   X
Cobb County Kennestone Hospital Authority 2023 A
 
58-1147004 190813THB 11-02-2023 81,078,334 CONSTRUCTION/REFUNDING   X   X   X
DEVELOPMENT AUTHORITY OF AUGUSTA 2023A
 
52-1309430 05115CBQ6 11-02-2023 80,497,490 CONSTRUCTION/REFUNDING   X   X   X
DEVELOPMENT AUTHORITY OF ALPHARETTA
 
58-2418250 020812DA8 04-09-2025 20,770,000 CONSTRUCTION/REFUNDING   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 0 0 76,530,000 48,015,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 25,000,000 25,000,000 122,366,879 110,085,000
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 0 0 1,079,370 170,000
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 0 0 0 0
11 Other spent proceeds ............. 25,000,000 25,000,000 121,207,509 109,915,000
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion .............
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
  X   X X   X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 2
Part
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? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X   X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
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?   X   X   X   X
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X   X
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 .... 0 % 0 % 0 % 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 .........        
6 Total of lines 4 and 5 ............. 1.250 %      
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
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?.............   X   X   X   X
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? .............   X   X   X   X
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? ........
X   X   X   X  
Part
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   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......                
b Exception to rebate? ........ X   X     X X  
c No rebate due? .........                
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X     X   X X  
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider .......... 0
 
0
 
0
 
0
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider .......... 0
 
0
 
0
 
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   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
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   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
SCHEDULE K, PART V PROCEDURES TO UNDERTAKE CORRECTIVE ACTION: WELLSTAR HEALTH SYSTEM, INC. (THE BORROWER ON TAX-EXEMPT BONDS) HAS ESTABLISHED POLICIES AND PROCEDURES THAT WILL MAXIMIZE THE LIKELIHOOD THAT ALL APPLICABLE POST-ISSUANCE REQUIREMENTS OF FEDERAL INCOME TAX LAW NEEDED TO PRESERVE THE TAX-EXEMPT STATUS OF THE BONDS ARE MET. THE PROCEDURES INCLUDE EXTERNAL ADVISORS SUCH AS BOND COUNSEL AND OTHER LEGAL COUNSEL WHO ASSIST THE BORROWER IN MAINTAINING THE TAX-EXEMPT STATUS OF ALL BONDS; ARBITRAGE REBATE CALCULATIONS THAT NEED TO BE MADE FOR EACH BOND ISSUE; DOCUMENTATION OF THE USE OF BOND PROCEEDS INCLUDING POTENTIAL PRIVATE BUSINESS USE APPLICABLE TO THE BONDS AFTER AN ANNUAL INTERNAL REVIEW OF THOSE USES; AND PROPER RECORD KEEPING OF ALL DOCUMENTS RELATED TO THE ISSUANCE OF TAX-EXEMPT BONDS. THESE PROCEDURES APPLY TO ALL LISTED TAX-EXEMPT BONDS.
SCHEDULE K, PART I, COLUMN (D) AS PART OF THE VARIABLE RATE COMPOSITE BOND ISSUE, ISSUED 8/3/2017, IN THE TOTAL ORIGINAL AMOUNT OF $260,085,000 OF WHICH $198,015,000 HAS BEEN LEGALLY DEFEASED, THE FOLLOWING INFORMATION IS BEING PROVIDED: ISSUER NAME EIN CUSIP # COBB COUNTY KENNESTONE HOSPITAL AUTHORITY 58-1147004 DEVELOPMENT AUTHORITY OF FULTON COUNTY (DEFEASED) 58-1506878 36005GAY9 GRIFFIN-SPALDING COUNTY HOSPITAL AUTHORITY 58-6212778
SCHEDULE K, PART I, COLUMNS (A), (B), & (C) AS PART OF THE FIXED RATE COMPOSITE BOND ISSUE, ISSUED 8/3/2017, IN THE TOTAL AMOUNT OF $611,463,388 THE FOLLOWING INFORMATION IS BEING PROVIDED: ISSUER NAME EIN CUSIP # DEVELOPMENT AUTHORITY OF FULTON COUNTY 58-1506878 36005GAX1 GRIFFIN-SPALDING COUNTY HOSPITAL AUTHORITY 58-6212778 398258AX1 LAGRANGE-TROUP COUNTY HOSPITAL AUTHORITY 56-2609278 507152AX4 COBB COUNTY KENNESTONE HOSPITAL AUTHORITY 58-1147004 190813RF4
Schedule K (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version:  


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
Attach to Form 990.

Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
WELLSTAR HEALTH SYSTEM INC
 
Employer identification number
58-1649541
Part
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 HOSPITAL AUTHORITY OF COBB COUNTY
 
58-2464600 19081PEM4 04-01-2004 25,000,000 EQUIPMENT POOL   X   X   X
B HOSPITAL AUTHORITY OF COBB COUNTY
 
58-2464600 19081PEN2 04-01-2006 25,000,000 EQUIPMENT POOL   X   X   X
C COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
 
58-1147004 190813PH2 11-15-2012 122,366,879 ADVANCED REFUNDING CONSTRUCTION   X   X   X
D SEE PART VI
 
  08-03-2017 260,085,000 CONSTRUCTION/REFUNDING   X   X   X
SEE PART VI
 
  08-03-2020 611,463,388 CONSTRUCTION/REFUNDING   X   X   X
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
 
58-1147004 190813SC0 08-06-2020 93,340,000 CONSTRUCTION/REFUNDING   X   X   X
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
 
58-1147004 190813SY2 01-04-2021 89,661,453 CONSTRUCTION/REFUNDING   X   X   X
DEVELOPMENT AUTHORITY OF FULTON COUNTY
 
58-1506878 36005GAZ6 08-06-2020 70,165,000 CONSTRUCTION/REFUNDING   X   X   X
PAULDING COUNTY HOSPITAL AUTHORITY
 
58-6011214 703596EG7 03-08-2022 95,875,162 CONSTRUCTION/REFUNDING   X   X   X
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
 
58-1147004 190813SZ0 03-08-2022 201,389,838 CONSTRUCTION   X   X   X
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
 
58-1147004 190813TK1 04-09-2025 88,670,000 CONSTRUCTION   X   X   X
ROSWELL DEVELOPMENT AUTHORITY
 
33-4344151 77853AAA1 04-09-2025 78,595,000 CONSTRUCTION   X   X X  
COLUMBIA COUNTY HOSPITAL AUTHORITY 2023A & 2023B
 
117479ADO 11-02-2023 336,989,073 CONSTRUCTION   X   X   X
Cobb County Kennestone Hospital Authority 2023 A
 
58-1147004 190813THB 11-02-2023 81,078,334 CONSTRUCTION/REFUNDING   X   X   X
DEVELOPMENT AUTHORITY OF AUGUSTA 2023A
 
52-1309430 05115CBQ6 11-02-2023 80,497,490 CONSTRUCTION/REFUNDING   X   X   X
DEVELOPMENT AUTHORITY OF ALPHARETTA
 
58-2418250 020812DA8 04-09-2025 20,770,000 CONSTRUCTION/REFUNDING   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 0 0 76,530,000 48,015,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 25,000,000 25,000,000 122,366,879 110,085,000
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 0 0 1,079,370 170,000
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 0 0 0 0
11 Other spent proceeds ............. 25,000,000 25,000,000 121,207,509 109,915,000
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion .............
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
  X   X X   X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 2
Part
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? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X   X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
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?   X   X   X   X
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X   X
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 .... 0 % 0 % 0 % 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 .........        
6 Total of lines 4 and 5 ............. 1.250 %      
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
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?.............   X   X   X   X
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? .............   X   X   X   X
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? ........
X   X   X   X  
Part
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   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......                
b Exception to rebate? ........ X   X     X X  
c No rebate due? .........                
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X     X   X X  
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider .......... 0
 
0
 
0
 
0
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider .......... 0
 
0
 
0
 
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   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
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   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
SCHEDULE K, PART V PROCEDURES TO UNDERTAKE CORRECTIVE ACTION: WELLSTAR HEALTH SYSTEM, INC. (THE BORROWER ON TAX-EXEMPT BONDS) HAS ESTABLISHED POLICIES AND PROCEDURES THAT WILL MAXIMIZE THE LIKELIHOOD THAT ALL APPLICABLE POST-ISSUANCE REQUIREMENTS OF FEDERAL INCOME TAX LAW NEEDED TO PRESERVE THE TAX-EXEMPT STATUS OF THE BONDS ARE MET. THE PROCEDURES INCLUDE EXTERNAL ADVISORS SUCH AS BOND COUNSEL AND OTHER LEGAL COUNSEL WHO ASSIST THE BORROWER IN MAINTAINING THE TAX-EXEMPT STATUS OF ALL BONDS; ARBITRAGE REBATE CALCULATIONS THAT NEED TO BE MADE FOR EACH BOND ISSUE; DOCUMENTATION OF THE USE OF BOND PROCEEDS INCLUDING POTENTIAL PRIVATE BUSINESS USE APPLICABLE TO THE BONDS AFTER AN ANNUAL INTERNAL REVIEW OF THOSE USES; AND PROPER RECORD KEEPING OF ALL DOCUMENTS RELATED TO THE ISSUANCE OF TAX-EXEMPT BONDS. THESE PROCEDURES APPLY TO ALL LISTED TAX-EXEMPT BONDS.
SCHEDULE K, PART I, COLUMN (D) AS PART OF THE VARIABLE RATE COMPOSITE BOND ISSUE, ISSUED 8/3/2017, IN THE TOTAL ORIGINAL AMOUNT OF $260,085,000 OF WHICH $198,015,000 HAS BEEN LEGALLY DEFEASED, THE FOLLOWING INFORMATION IS BEING PROVIDED: ISSUER NAME EIN CUSIP # COBB COUNTY KENNESTONE HOSPITAL AUTHORITY 58-1147004 DEVELOPMENT AUTHORITY OF FULTON COUNTY (DEFEASED) 58-1506878 36005GAY9 GRIFFIN-SPALDING COUNTY HOSPITAL AUTHORITY 58-6212778
SCHEDULE K, PART I, COLUMNS (A), (B), & (C) AS PART OF THE FIXED RATE COMPOSITE BOND ISSUE, ISSUED 8/3/2017, IN THE TOTAL AMOUNT OF $611,463,388 THE FOLLOWING INFORMATION IS BEING PROVIDED: ISSUER NAME EIN CUSIP # DEVELOPMENT AUTHORITY OF FULTON COUNTY 58-1506878 36005GAX1 GRIFFIN-SPALDING COUNTY HOSPITAL AUTHORITY 58-6212778 398258AX1 LAGRANGE-TROUP COUNTY HOSPITAL AUTHORITY 56-2609278 507152AX4 COBB COUNTY KENNESTONE HOSPITAL AUTHORITY 58-1147004 190813RF4
Schedule K (Form 990) (Rev. 1-2025)

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
Attach to Form 990.

Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
WELLSTAR HEALTH SYSTEM INC
 
Employer identification number
58-1649541
Part
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 HOSPITAL AUTHORITY OF COBB COUNTY
 
58-2464600 19081PEM4 04-01-2004 25,000,000 EQUIPMENT POOL   X   X   X
B HOSPITAL AUTHORITY OF COBB COUNTY
 
58-2464600 19081PEN2 04-01-2006 25,000,000 EQUIPMENT POOL   X   X   X
C COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
 
58-1147004 190813PH2 11-15-2012 122,366,879 ADVANCED REFUNDING CONSTRUCTION   X   X   X
D SEE PART VI
 
  08-03-2017 260,085,000 CONSTRUCTION/REFUNDING   X   X   X
SEE PART VI
 
  08-03-2020 611,463,388 CONSTRUCTION/REFUNDING   X   X   X
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
 
58-1147004 190813SC0 08-06-2020 93,340,000 CONSTRUCTION/REFUNDING   X   X   X
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
 
58-1147004 190813SY2 01-04-2021 89,661,453 CONSTRUCTION/REFUNDING   X   X   X
DEVELOPMENT AUTHORITY OF FULTON COUNTY
 
58-1506878 36005GAZ6 08-06-2020 70,165,000 CONSTRUCTION/REFUNDING   X   X   X
PAULDING COUNTY HOSPITAL AUTHORITY
 
58-6011214 703596EG7 03-08-2022 95,875,162 CONSTRUCTION/REFUNDING   X   X   X
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
 
58-1147004 190813SZ0 03-08-2022 201,389,838 CONSTRUCTION   X   X   X
COBB COUNTY KENNESTONE HOSPITAL AUTHORITY
 
58-1147004 190813TK1 04-09-2025 88,670,000 CONSTRUCTION   X   X   X
ROSWELL DEVELOPMENT AUTHORITY
 
33-4344151 77853AAA1 04-09-2025 78,595,000 CONSTRUCTION   X   X X  
COLUMBIA COUNTY HOSPITAL AUTHORITY 2023A & 2023B
 
117479ADO 11-02-2023 336,989,073 CONSTRUCTION   X   X   X
Cobb County Kennestone Hospital Authority 2023 A
 
58-1147004 190813THB 11-02-2023 81,078,334 CONSTRUCTION/REFUNDING   X   X   X
DEVELOPMENT AUTHORITY OF AUGUSTA 2023A
 
52-1309430 05115CBQ6 11-02-2023 80,497,490 CONSTRUCTION/REFUNDING   X   X   X
DEVELOPMENT AUTHORITY OF ALPHARETTA
 
58-2418250 020812DA8 04-09-2025 20,770,000 CONSTRUCTION/REFUNDING   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 0 0 76,530,000 48,015,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 25,000,000 25,000,000 122,366,879 110,085,000
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 0 0 1,079,370 170,000
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 0 0 0 0
11 Other spent proceeds ............. 25,000,000 25,000,000 121,207,509 109,915,000
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion .............
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
  X   X X   X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 2
Part
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? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X   X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
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?   X   X   X   X
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X   X
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 .... 0 % 0 % 0 % 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 .........        
6 Total of lines 4 and 5 ............. 1.250 %      
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
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?.............   X   X   X   X
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? .............   X   X   X   X
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? ........
X   X   X   X  
Part
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   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......                
b Exception to rebate? ........ X   X     X X  
c No rebate due? .........                
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X     X   X X  
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider .......... 0
 
0
 
0
 
0
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider .......... 0
 
0
 
0
 
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   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
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   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
SCHEDULE K, PART V PROCEDURES TO UNDERTAKE CORRECTIVE ACTION: WELLSTAR HEALTH SYSTEM, INC. (THE BORROWER ON TAX-EXEMPT BONDS) HAS ESTABLISHED POLICIES AND PROCEDURES THAT WILL MAXIMIZE THE LIKELIHOOD THAT ALL APPLICABLE POST-ISSUANCE REQUIREMENTS OF FEDERAL INCOME TAX LAW NEEDED TO PRESERVE THE TAX-EXEMPT STATUS OF THE BONDS ARE MET. THE PROCEDURES INCLUDE EXTERNAL ADVISORS SUCH AS BOND COUNSEL AND OTHER LEGAL COUNSEL WHO ASSIST THE BORROWER IN MAINTAINING THE TAX-EXEMPT STATUS OF ALL BONDS; ARBITRAGE REBATE CALCULATIONS THAT NEED TO BE MADE FOR EACH BOND ISSUE; DOCUMENTATION OF THE USE OF BOND PROCEEDS INCLUDING POTENTIAL PRIVATE BUSINESS USE APPLICABLE TO THE BONDS AFTER AN ANNUAL INTERNAL REVIEW OF THOSE USES; AND PROPER RECORD KEEPING OF ALL DOCUMENTS RELATED TO THE ISSUANCE OF TAX-EXEMPT BONDS. THESE PROCEDURES APPLY TO ALL LISTED TAX-EXEMPT BONDS.
SCHEDULE K, PART I, COLUMN (D) AS PART OF THE VARIABLE RATE COMPOSITE BOND ISSUE, ISSUED 8/3/2017, IN THE TOTAL ORIGINAL AMOUNT OF $260,085,000 OF WHICH $198,015,000 HAS BEEN LEGALLY DEFEASED, THE FOLLOWING INFORMATION IS BEING PROVIDED: ISSUER NAME EIN CUSIP # COBB COUNTY KENNESTONE HOSPITAL AUTHORITY 58-1147004 DEVELOPMENT AUTHORITY OF FULTON COUNTY (DEFEASED) 58-1506878 36005GAY9 GRIFFIN-SPALDING COUNTY HOSPITAL AUTHORITY 58-6212778
SCHEDULE K, PART I, COLUMNS (A), (B), & (C) AS PART OF THE FIXED RATE COMPOSITE BOND ISSUE, ISSUED 8/3/2017, IN THE TOTAL AMOUNT OF $611,463,388 THE FOLLOWING INFORMATION IS BEING PROVIDED: ISSUER NAME EIN CUSIP # DEVELOPMENT AUTHORITY OF FULTON COUNTY 58-1506878 36005GAX1 GRIFFIN-SPALDING COUNTY HOSPITAL AUTHORITY 58-6212778 398258AX1 LAGRANGE-TROUP COUNTY HOSPITAL AUTHORITY 56-2609278 507152AX4 COBB COUNTY KENNESTONE HOSPITAL AUTHORITY 58-1147004 190813RF4
Schedule K (Form 990) (Rev. 1-2025)

Additional Data


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Schedule L
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
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.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
WELLSTAR HEALTH SYSTEM INC
 
Employer identification number

58-1649541
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 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 the organization managers or disqualified persons during the year under section 4958. ........................... $
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $
 

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 ............... $ 0
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) (Rev. 1-2025)
Schedule L (Form 990) (Rev. 1-2025)
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) SHEILA ROBINSON MD WIFE OF BOARD MEMBER 222,738 EMPLOYEE OF WELLSTAR   No
(2) SAMANTHA ROS DAUGHTER-IN-LAW OF BOARD MEMBER 176,219 EMPLOYEE OF WELLSTAR   No
(3) JOSEPH BURNS MD SON-IN-LAW OF BOARD MEMBER 1,235,338 EMPLOYEE OF WELLSTAR   No
(4) BROOK HURST CHILD OF BOARD MEMBER 47,278 EMPLOYEE OF WELLSTAR   No
(5) JOYLETTA FINLEY-BRUNO SPOUSE OF FORMER OFFICER 177,618 EMPLOYEE OF WELLSTAR   No
(6) NOLAN TAACA SPOUSE OF FORMER OFFICER 90,982 EMPLOYEE OF WELLSTAR   No
(7) NELSON MAYS MD SON-IN-LAW OF BOARD MEMBER 614,555 EMPLOYEE OF WELLSTAR   No
(8) KIP HORNSBY SPOUSE OF BOARD MEMBER 88,307 EMPLOYEE OF WELLSTAR   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
SCHEDULE L, PART IV, LINES 1-8 BUSINESS TRANSACTIONS WITH INTERESTED PARTIES: ALL TRANSACTIONS LISTED IN SCHEDULE L, PART IV ARE FOR INTERESTED PARTIES OR IN THIS CASE FAMILY MEMBERS OF EITHER TRUSTEES OR OFFICERS OF WELLSTAR HEALTH SYSTEM, INC. OR ITS RELATED ORGANIZATIONS. THE TRANSACTIONS ALL REPRESENT PAYMENT OF SERVICES AS EMPLOYEES OF WELLSTAR HEALTH SYSTEM.
Schedule L (Form 990) (Rev. 1-2025)


Additional Data


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Software Version:  




SCHEDULE O
(Form 990)
(Rev. January 2025)
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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
WELLSTAR HEALTH SYSTEM INC
 
Employer identification number

58-1649541
Return Reference Explanation
FORM 990, PART I, LINE 1 & FORM 990, PART III, LINE 4A VISION: DELIVER WORLD-CLASS HEALTHCARE TO EVERY PERSON, EVERY TIME. MISSION: TO ENHANCE THE HEALTH AND WELL-BEING OF EVERY PERSON WE SERVE. VALUES: WE SERVE WITH COMPASSION. WE PURSUE EXCELLENCE. WE HONOR EVERY VOICE. FORM 990, PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENTS ABOUT WELLSTAR AT WELLSTAR, PEOPLE ARE AT THE CENTER OF EVERYTHING WE DO AND EVERY DECISION WE MAKE. AS A NOT-FOR-PROFIT ORGANIZATION, WE HAVE MADE A GENERATIONAL COMMITMENT TO TRANSFORM HEALTHCARE FOR ALL. WE WORK TO ENSURE EVERY PERSON HAS ACCESS TO PERSONALIZED CARE THAT HELPS THEM SPEND MORE TIME BEING A PERSON, RATHER THAN A PATIENT. THAT'S WHAT WE MEAN WHEN WE SAY WE'RE MORE THAN HEALTHCARE-WE'RE PEOPLECARE. WELLSTAR IS NATIONALLY RECOGNIZED FOR OUR INCLUSIVE CULTURE, EXCEPTIONAL DOCTORS AND TEAM MEMBERS, AND PERSONAL, HIGH-QUALITY CARE. WE THOUGHTFULLY REINVEST IN PREVENTION, WELLNESS PROGRAMS AND CHARITY CARE, AND PROVIDE ACCESS TO COMPASSIONATE, WORLD-CLASS CARE THROUGH OUR EXPANSIVE SYSTEM OF 11 HOSPITALS, 329 MEDICAL OFFICE LOCATIONS, 11 CANCER CENTERS, 91 REHABILITATION CENTERS, 35 IMAGING CENTERS, 20 URGENT CARE LOCATIONS, FIVE HEALTH PARKS, THREE HOSPICE FACILITIES AND TWO RETIREMENT VILLAGES. TO LEARN MORE ABOUT HOW WE CARE FOR THE COMMUNITIES WE SERVE, VISIT WELLSTAR.ORG. MISSION, VISION AND VALUES . OUR MISSION IS TO ENHANCE THE HEALTH AND WELL-BEING OF EVERY PERSON WE SERVE. . OUR VISION IS TO DELIVER WORLD-CLASS HEALTHCARE TO EVERY PERSON, EVERY TIME. . OUR VALUES ARE TO SERVE WITH COMPASSION, PURSUE EXCELLENCE AND HONOR EVERY VOICE. MILESTONES WELLSTAR HAS A BREADTH OF HISTORICAL FIRSTS, INCLUDING, BUT NOT LIMITED TO: . PERFORMED THE NATION'S FIRST LAPAROSCOPIC GALLBLADDER REMOVAL AT KENNESTONE REGIONAL MEDICAL CENTER (1988), NOW KNOWN AS WELLSTAR KENNESTONE REGIONAL MEDICAL CENTER . ACQUIRED GEORGIA'S FIRST OPEN HIGH-FIELD MRI SCANNER AT PAULDING HOSPITAL (2008), NOW KNOWN AS WELLSTAR PAULDING MEDICAL CENTER . FIRST ORTHOPEDIC CENTER IN GEORGIA TO ACHIEVE THE JOINT COMMISSION'S CERTIFICATES OF DISTINCTION IN BOTH MANAGEMENT OF HIP FRACTURE AND ADVANCED TOTAL JOINT REPLACEMENT AT WELLSTAR KENNESTONE REGIONAL MEDICAL CENTER (2018) . LAUNCHED CATALYST BY WELLSTAR, A FIRST-OF-ITS-KIND GLOBAL DIGITAL HEALTH AND INNOVATION CENTER (2021) . RECOGNIZED AS THE ONLY HEALTHCARE SYSTEM IN GEORGIA AND ONE OF 25 NATIONWIDE TO RECEIVE A $2 MILLION GRANT FROM THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES THROUGH THE SUBSTANCE ABUSE AND MENTAL HEALTH SERVICES ADMINISTRATION (2023) . NAMED THE SECOND HIGHEST PROVIDER OF CHARITY CARE IN THE NATION BY MODERN HEALTHCARE (2023) . FIRST HEALTH SYSTEM IN GEORGIA AND THE FIFTH IN THE NATION TO BE ACCREDITED AS A NETWORK CANCER PROGRAM RUN BY THE AMERICAN COLLEGE OF SURGEONS . FIRST HEALTH SYSTEM IN THE NATION TO OFFER SHARECARE DIGITAL HEALTH AND WELLNESS APP TO ITS TEAM MEMBERS COVERAGE AT A GLANCE WHEN WE SAY WE SERVE THE COMMUNITY, WE MEAN IT. WELLSTAR MEDICAL CENTERS, HEALTH PARKS, MEDICAL OFFICES AND OTHER FACILITIES ARE CONVENIENTLY LOCATED ACROSS THE STATE OF GEORGIA. . 11 HOSPITALS . 2,729 LICENSED BEDS . 5 HEALTH PARKS . 20 URGENT CARE LOCATIONS . 329+ MEDICAL OFFICES . 11 CANCER CENTERS . 91 REHABILITATION CENTERS . 35 IMAGING CENTERS . 3 HOSPICE FACILITIES . 2 RETIREMENT VILLAGES . 9 PEDIATRIC CENTERS . 11 SLEEP LABS . 7 WOUND CARE CENTERS . 10 COUNTIES OFFERING HOME HEALTH SERVICES WITH MORE THAN 1 MILLION PATIENT VISITS IN 2024, THE WELLSTAR HEALTH PARKS IN EAST COBB, ACWORTH, AVALON, CHEROKEE AND VININGS PROVIDED PATIENTS WITH SEAMLESS CARE AND CONVENIENT ACCESS TO PRIMARY CARE, SPECIALISTS, OUTPATIENT PROCEDURES, PHARMACY, URGENT CARE, PHYSICAL THERAPY AND IMAGING-ALL AT A SINGLE LOCATION. IT'S PART OF OUR COMMITMENT TO OFFER ACCESS TO QUALITY HEALTHCARE AT THE RIGHT TIME AND PLACE FOR OUR PATIENTS. CLINICAL EXPERTISE LED BY PHYSICIANS AND OTHER CLINICIANS, OUR SERVICE LINES SUPPORT AND CONNECT PEOPLE, PROCESSES AND TECHNOLOGIES. EXPERTS WITHIN EACH SPECIALTY BRING THEIR INSIGHT AND INNOVATION TO COLLEAGUES ACROSS OUR SYSTEM. THE RESULT IS BETTER PATIENT CARE AND A HEALTHIER COMMUNITY. OUR CLINICAL SPECIALTIES INCLUDE: . BEHAVIORAL HEALTH . CARDIOVASCULAR . DIGESTIVE HEALTH . EMERGENCY CARE . HOSPITAL MEDICINE . MUSCULOSKELETAL . NEURO CARE . ONCOLOGY . PEDIATRICS . PRIMARY CARE . PULMONARY . SURGERY . WOMEN'S HEALTH COMMUNITY NEEDS WELLSTAR REMAINS DEDICATED TO IMPROVING THE HEALTH OF THE COMMUNITY. WE CONDUCT COMMUNITY HEALTH NEEDS ASSESSMENTS?(CHNAS) TO HELP US BETTER UNDERSTAND THE UNIQUE HEALTHCARE NEEDS OF OUR COMMUNITIES. BY WORKING WITH A DIVERSE GROUP OF COMMUNITY LEADERS AND THE GEORGIA HEALTH POLICY CENTER, WE COLLECT COMPREHENSIVE DATA FOR OUR CHNAS. WE IMPLEMENT A PLAN BASED ON THIS DATA TO DEVELOP ACTIONABLE AND MEASURABLE PROGRAMS AND SERVICES TO OPTIMIZE PATIENT OUTCOMES AND IMPROVE OVERALL COMMUNITY HEALTH. THE AREAS LISTED BELOW EMERGED AS PRIORITY FOR THE COMMUNITIES THAT WELLSTAR SERVES AND INFORM THE WELLSTAR CENTER FOR HEALTH EQUITY PROGRAMS AND PARTNERSHIPS. . ACCESS TO CARE . BEHAVIORAL HEALTH . FOOD ACCESS AND HEALTHY LIVING . HOUSING . PEDIATRICS . WOMEN'S HEALTH FOR MORE INFORMATION ON WELLSTAR COMMUNITY HEALTH NEEDS ASSESSMENT, VISIT OUR COMMUNITY HEALTH NEEDS ASSESSMENT WEBSITE. INNOVATION WELLSTAR HAS A VISION FOR HEALTHCARE THAT CONTINUES TO EVOLVE AND EQUIP US TO BRING THE BEST TECHNOLOGY AND THE BEST CARE TO OUR COMMUNITIES. WE LAUNCH STRATEGIC PARTNERSHIPS, PILOT NEW THERAPIES, DEVELOP LESS-INVASIVE PROCEDURES AND ADVANCE TECHNOLOGIES TO TRANSFORM HEALTHCARE AND IMPROVE PEOPLE'S LIVES. THIS IS WHY WE LAUNCHED CATALYST BY WELLSTAR, A FIRST-OF-ITS-KIND GLOBAL DIGITAL HEALTH AND INNOVATION CENTER, AND WHY WE BUILT CATALYST VOICE, AN ONLINE COMMUNITY FOR OVER 100,000 WELLSTAR PATIENTS TO HELP SHAPE THE FUTURE OF HEALTHCARE. HERE ARE SOME EXAMPLES OF ADVANCEMENTS OVER THE PAST FEW YEARS. . INVESTED IN AN ADVANCED ELECTRONIC MEDICAL SYSTEM WITH ARTIFICIAL INTELLIGENCE TECHNOLOGY (AI) THAT ALLOWS FOR EARLY WARNING DETECTION, ANTICIPATES NEEDS OF PATIENTS BASED ON THEIR PROFILES AND DETERMINES IF PATIENTS MAY BE PREDISPOSED TO DISEASE OR INFECTION BASED ON FAMILY HISTORY, MEDICAL HISTORY AND DNA . USE OF AI TO IDENTIFY LARGE VESSEL BLOCKAGE, WHICH INCREASES THE RISK OF STROKE, AND IDENTIFY KEY TERMS TO SCREEN FOR LUNG NODULES . WELLSTAR KENNESTONE REGIONAL MEDICAL CENTER IS THE FIRST HOSPITAL IN GEORGIA TO OFFER PARENTS A PRIVATE 24/7 LIVESTREAM OF THEIR BABY IN THE NEONATAL INTENSIVE CARE UNIT THROUGH NICVIEW, A BEDSIDE CAMERA SYSTEM. THE SYSTEM IS SUPPORTED FINANCIALLY BY A FUNDRAISING ORGANIZATION, WELLSTAR FOUNDATION, INC. THE SERVICE AREA FOR THE SYSTEM ENCOMPASSES PARTS OF THE NORTHWESTERN, CENTRAL AND WESTERN SECTIONS OF THE STATE OF GEORGIA - THE PRIMARY SERVICE AREAS BEING IN BARTOW, CHEROKEE, COBB, DOUGLAS, PAULDING, FULTON, BUTTS, SPALDING, RICHMOND, COLUMBIA AND TROUP COUNTIES. HISTORY IN 1993, WHAT WAS THEN KNOWN AS THE COBB HEALTH SYSTEM, THE KENNESTONE REGIONAL HEALTH CARE SYSTEM, AND THE DOUGLAS GENERAL HOSPITAL AFFILIATED TO FORM THE NORTHWEST GEORGIA HEALTH SYSTEM. PAULDING MEMORIAL MEDICAL CENTER AFFILIATED WITH NORTHWEST GEORGIA HEALTH SYSTEM IN 1994. IN 1994, THE NORTHWEST GEORGIA HEALTH SYSTEM HELPED FORM THE PROMINA HEALTH SYSTEM AND CHANGED ITS NAME TO PROMINA NORTHWEST HEALTH SYSTEM. IN 1998, PROMINA NORTHWEST HEALTH SYSTEM CHANGED ITS NAME TO WELLSTAR HEALTH SYSTEM. WELLSTAR DISASSOCIATED FROM AND BECAME TOTALLY INDEPENDENT OF PROMINA IN 1999. IN MARCH 2016 WELLSTAR ACQUIRED THE ASSETS OF ATLANTA MEDICAL CENTER (Merged with Kennestone Hospital on 9-30-22) , NORTH FULTON HOSPITAL, SPALDING HOSPITAL, SYLVAN GROVE HOSPITAL FROM ANOTHER ORGANIZATION IN A PURCHASE AGREEMENT. IN APRIL 2016 WELLSTAR HEALTH SYSTEM, INC BECAME THE SOLE CORPORATE MEMBER OF WEST GEORGIA HEALTH SERVICES, INC AND ITS AFFILIATED ENTITIES, INCLUDING WEST GEORGIA MEDICAL CENTER, THROUGH A MEMBER SUBSTITUTION AGREEMENT IN 2023, WELLSTAR HEALTH SYSTEM, INC, THROUGH A MEMBER SUBSTITUTION AGREEMENT, BECAME THE SOLE CORPORATE MEMBER OF AU HEALTH SYSTEM, INC. (CHANGED THE NAME TO WELLSTAR MCG HEALTH, INC) AND ITS AFFILIATE ENTITIES INCLUDING AU MEDICAL CENTER INC, AU MEDICAL ASSOCIATES, INC, WELLSTAR MCG HEALTH WARM SPRINGS, INC. AND OTHER SUBSIDARY ENTITIES. WELLSTAR HEALTH SYSTEM IS A PARENT CORPORATION, WHICH PROVIDES OVERALL COORDINATION INCLUDING GOVERNING BODY TO ITS 11 AFFILIATE HOSPITALS, WELLSTAR MEDICAL GROUP, LLC, WELLSTAR FOUNDATION, INC AND OTHER SUBSIDIARY ENTITIES: - COBB HOSPITAL, INC. - DOUGLAS HOSPITAL INC. - KENNESTONE HOSPITAL, INC. - PAULDING MEDICAL CENTER, INC. - WELLSTAR FOUNDATION INC. - WELLSTAR NORTH FULTON HOSPITAL, INC. - WELLSTAR SPALDING REGIONAL HOSPITAL, INC. - WELLSTAR SYLVAN GROVE HOSPITAL, INC. - WEST GEORGIA HEALTH SERVICES, INC. - WEST GEORGIA MEDICAL CENTER, INC. - WELLSTAR MCG HEALTH, INC. - AU MEDICAL CENTER, INC - WELLSTAR MCG HEALTH WARM SPRINGS, INC. - WINDY HILL HOSPITAL, A SUB ACUTE PROVIDER OF KENNESTONE HOSPITAL, INC.
SERVICES WELLSTAR HEALTH SYSTEM IS ABLE TO OFFER A FULL RANGE OF HEALTHCARE SERVICES THROUGH ITS AFFILIATES. THE SERVICES OFFERED INCLUDE BUT ARE NOT LIMITED TO: - MOST MAJOR INPATIENT CLINICAL SERVICES, - OUTPATIENT SERVICES, - DIAGNOSTIC AND THERAPEUTIC SERVICES, - ANCILLARY AND SUPPORT SERVICES, - PRIMARY CARE & SPECIALTY PHYSICIAN SERVICES, - URGENT CARE SERVICES, - HOME HEALTH SERVICES, - SKILLED NURSING SERVICES AND - HOSPICE SERVICES. THE 11 HOSPITAL LOCATIONS ARE ACUTE CARE FACILITIES WITH INPATIENT, OUTPATIENT, AND EMERGENCY SERVICES. THE SYSTEM INCLUDES A RESIDENTIAL FACILITY ON THE KENNESTONE HOSPITAL CAMPUS, CALLED ATHERTON PLACE. ATHERTON PLACE ALSO HOUSES AN ASSISTED LIVING UNIT AS AN ADDITIONAL LEVEL OF CARE. PAULDING MEDICAL CENTER IS HOME TO A FULL CARE NURSING HOME, PAULDING NURSING CENTER AND WEST GEORGIA MEDICAL CENTER IS ALSO HOME TO TWO FULL CARE NURSING HOMES. VERNON WOODS RETIREMENT COMMUNITY IS AN ASSISTED LIVING FACILITY. KENNESTONE HOSPITAL ALSO OPENED A RESIDENTIAL HOSPICE FACILITY NOT FAR FROM ITS MAIN CAMPUS. THE SYSTEM IS COMPLEMENTED WITH APPROXIMATELY 533 PHYSICIAN PRACTICES AND SEVERAL URGENT CARE CENTERS. THE SYSTEM IS THUS ABLE TO PROVIDE A COMPLETE CONTINUUM OF CARE FOR THE COMMUNITY IT SERVES. THE FOLLOWING STATEMENTS OF COMMUNITY BENEFIT AND PROGRAM SERVICE ACCOMPLISHMENTS REPRESENT SYSTEM-WIDE ACTIVITY FOR WELLSTAR HEALTH SYSTEM, INC. (THE "SYSTEM") - EIN 58-1649541. THE AFFILIATED ENTITIES OF THE WELLSTAR OPERATE AS CHARITABLE ORGANIZATIONS CONSISTENT WITH THE REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE "COMMUNITY BENEFIT STANDARD" OF IRS REVENUE RULING 69-545, EXCEPT FOUR OF ITS AFFILIATES THAT OPERATE AS OTHER THAN NOT-FOR-PROFIT ENTITIES INCLUDING (1) WELLSTAR HEALTH PLAN, INC, A STATE OF GEORGIA LICENSED HEALTH MAINTENANCE ORGANIZATION (EIN 46-1922499), (2) PHYSICIAN HOSPITAL ORGANIZATION, INC (EIN 58-2116179), (3) WEST GEORGIA HEALTH PHYSICIANS, INC (EIN 27-5125341), (4) COMMUNITY ASSURANCE COMPANY, LTD., A CAYMAN DOMICILED CAPTIVE INSURANCE COMPANY (EIN 58-1649541). THE SYSTEM MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE IT PROVIDES THROUGH ITS AFFILIATES. THESE RECORDS INCLUDE THE AMOUNT OF CHARGES FOREGONE FOR SERVICES AND SUPPLIES FURNISHED UNDER ITS COMMUNITY FINANCIAL AID POLICY.
FINANCIAL & DATA STATISTICS IN FISCAL YEAR 2025 AND 2024, WELLSTAR AFFILIATE HOSPITALS MADE $55.8 MILLION AND $56.2 MILLION. FINANCIAL DATA AND STATISTICS 2022 (1) 2023 (1) 2024 (1) 2025 (1) Licensed Beds 3,775 2,775 2,729 2,741 Staffed Beds 2,103 1,803 (2) 2,310 2,326 Inpatient Admissions 104,092 103,514 127,931 138,729 Inpatient Census Days 586,122 526,966 652,691 677,845 Observation Patients 26,146 22,134 21,548 20,798 Average Length of Stay 5.46 5.09 5.1 4.89 Average Daily Census 1,556 1,469 1,783 1,896 Outpatient Visits 1,197,691 1,350,792 2,287,668 1,919,917 Emergency Room Visits 558,476 520,914 592,415 609,761 Deliveries 13,626 13,126 14,344 14,953 Inpatient Surgery Cases 19,979 20,252 26,658 28,463 Outpatient Surgery Cases 41,275 42,726 54,407 56,936 Case Mix Index (3) 1.7621 1.7046 1.6842 1.7302 (entire System) Case Mix Index 1.9300 1.8636 1.8492 1.8529 (Kennestone) (1)Does not include utilization statistics for WMCG and its consolidated subsidiaries, acquired August 29, 2023 (2) The reduction in staff beds as of June 30, 2023, is attributable primarily to the closure of AMC, which closed on November 1, 2022 (3)All patient case mix index excluding newborn, inpatient rehab patients and psychiatric patients STRATEGIC COMMUNITY ENGAGEMENT - AS A NOT-FOR-PROFIT HEALTH SYSTEM, WELLSTAR'S PASSION FOR PEOPLE EXTENDS BEYOND OUR SYSTEM AND INTO THE COMMUNITIES WE SERVE. WELLSTAR IS COMMITTED TO ELEVATING OUR COMMUNITIES AND OUR HEALTH SYSTEM'S ROLE AS A TRUSTED LEADER IN ADVANCING COMMUNITY HEALTH AND WELL-BEING THROUGH EFFECTIVE STRATEGIC PARTNERSHIPS, STAKEHOLDER ENGAGEMENT, AND EQUITY DRIVEN APPROACHES WHILE DELIVERING MEANINGFUL IMPACT FOR OUR TEAM MEMBERS, PATIENTS, CONSUMERS, AND THE BROADER COMMUNITY. REINVESTING IN OUR COMMUNITIES AND ENGAGING IN COLLABORATIVE PARTNERSHIPS THAT ALIGN WITH OUR MISSION, VISION, AND VALUES TO IMPROVE THE HEALTH AND WELL-BEING OF ALL THE PEOPLE AND COMMUNITIES WE SERVE ACHIEVES POSITIVE COMMUNITY IMPACT AND OUTCOMES. COMMUNITY BASED PARTNERSHIPS MAY INCLUDE MISSION ALIGNED AND NONPROFIT PARTNERS SUCH AS THE AMERICAN HEART ASSOCIATION, AMERICAN CANCER SOCIETY, GEORGIA ALLIANCE FOR BREAST CANCER, MARCH OF DIMES, ATLANTA COMMUNITY FOOD BANK, MUST MINISTRIES AND OTHER ORGANIZATIONS ADDRESSING PRIORITY HEALTH NEEDS INCLUDING SOCIAL DETERMINANTS OF HEALTH AS DEFINED BY WELLSTAR'S CURRENT COMMUNITY HEALTH NEEDS ASSESSMENTS. PARTNERSHIPS ALSO INCLUDE BUSINESS AND CIVIC ORGANIZATIONS SUCH AS CHAMBERS OF COMMERCE, ROTARY/KIWANIS CLUBS AND LOCAL MUNICIPALITIES TO AMPLIFY WELLSTAR'S HEALTH IMPACT MESSAGING AND TO ALLOW FOR DIRECT SERVICE AND CONTRIBUTION TO THE SUCCESS OF OUR LOCAL COMMUNITIES. ACADEMIC AND WORKFORCE DEVELOPMENT PARTNERS ALIGN WITH WELLSTAR'S STRATEGIES TO CREATE PIPELINES FOR BOTH CLINICAL AND NON-CLINICAL HEALTHCARE CAREERS AND INCLUDE LOCAL SCHOOL DISTRICTS AND OTHER SECONDARY EDUCATION INSTITUTIONS, AND NONPROFIT PARTNERS FOCUSED ON CAREER DEVELOPMENT FOR THE CLIENTS THEY SERVE. WELLSTAR ENGAGES BOTH LEADERS AND TEAM MEMBERS IN COMMUNITY OUTREACH WITH MANY LEADERS SERVING ON COMMUNITY AND NONPROFIT BOARDS AND OUR TEAM MEMBERS INCLUDING INCLUSION COUNCIL AND BUSINESS RESOURCE GROUP MEMBERS SUPPORTING WELLSTAR'S COMMUNITYCARE PROGRAM THAT PROVIDES OPPORTUNITIES TO ENGAGE WITH COMMUNITY PARTNERS THROUGH VOLUNTEERISM AND COMMUNITY SERVICE ACTIVITIES SUCH AS COLLECTION OF GOODS FOR DONATION. WELLSTAR HEALTH SYSTEM'S COMMUNITY ACTIVITIES TO ADDRESS GEORGIA'S NURSING SHORTAGE WELLSTAR HEALTH SYSTEM CONTINUES TO STRENGTHEN ITS COMMUNITY INITIATIVES THROUGH ACADEMIC PARTNERSHIPS TO STRATEGICALLY ADDRESS GEORGIA'S NURSING SHORTAGE. WELLSTAR IS COMMITTED TO BUILDING A STRONGER CLINICAL WORKFORCE TO ENHANCE PRACTICE READY NURSES ENTERING THE PROFESSION. WELLSTAR SERVES AS A PREMIER CLINICAL SITE SUPPORTING SCHOOLS OF NURSING COHORTS AND SENIOR PRACTICUM PLACEMENTS. OUR ACADEMIC PARTNERSHIP MODEL AIMS TO SUPPORT THE STUDENT NURSE EXPERIENCE, FACULTY EXPERIENCE, EDUCATIONAL PROCESS, AND DEVELOPMENT/MENTORING OF OUR NURSING PIPELINE. TO ACHIEVE THE STRATEGIC GOALS THROUGH COMMUNITY ENGAGEMENT, WELLSTAR CONTINUES TO IMPLEMENT TACTICS AND OBJECTIVES TO ATTRACT, RECRUIT, AND RETAIN BEST TALENT FOR THE NURSING CLINICAL WORKFORCE. THE FOLLOWING PARTNERSHIPS ARE A FEW EXAMPLES OF WELLSTAR'S STRATEGIC FOCUS AREAS TO ENHANCE THE CLINICAL WORKFORCE. MERCER UNIVERSITY PARTNERSHIP: WELLSTAR HAS CONTINUED ITS CLINICAL AFFILIATION WITH MERCER UNIVERSITY'S SCHOOL OF NURSING AND ORBIS TO TRAIN AND RECRUIT GRADUATES OF THE ACCELERATED BACHELOR OF SCIENCE (ABSN) PROGRAM. THE ABSN PROGRAM IS DESIGNED FOR INDIVIDUALS HOLDING A NON-NURSING BACHELOR OF SCIENCE (BS) DEGREE, ENABLING THEM TO EARN A BACHELOR OF SCIENCE IN NURSING (BSN) WITHIN 12 MONTHS. WELLSTAR'S RELATIONSHIP WITH MERCER AS A TOP TIER PARTNER OFFERS BENEFITS TO THE ABSN STUDENTS BY PRIORITIZING CLINICAL PLACEMENT REQUESTS IN VARIOUS SPECIALTY AREAS ACROSS THE HEALTH SYSTEM. MERCER STUDENTS ARE ALSO RECRUITED AFTER COMPLETION OF THEIR INITIAL CLINICAL COURSE TO WORK AS AN EXTERN THROUGH WELLSTAR'S NURSE EXTERN PROGRAM. MERCER UNIVERSITY HAS ABOUT 300 NURSES TO GRADUATE EACH YEAR. KENNESAW STATE UNIVERSITY (KSU) PARTNERSHIP: WELLSTAR HAS A LONGSTANDING AFFILIATION WITH KSU, LOCATED WITHIN WELLSTAR'S SERVICE AREA. THIS PARTNERSHIP INCLUDES SIGNIFICANT CONTRIBUTIONS SUCH AS ENDOWMENTS AND GRANTS TO SUPPORT KSU'S EDUCATIONAL PROGRAMS. THE WELLSTAR SCHOOL OF NURSING (WSON), ESTABLISHED THROUGH A TRANSFORMATIONAL GIFT FROM THE WELLSTAR BOARD OF DIRECTORS, PLAYS A CRUCIAL ROLE IN PREPARING NURSING STUDENTS FOR PROFESSIONAL SUCCESS. WELLSTAR PROVIDES APPROXIMATELY 70% OF KSU STUDENT CLINICAL EXPERIENCES AND NEARLY 50% OF CLINICAL FACULTY ARE WELLSTAR NURSES. A $6.2 MILLION GRANT HAS BEEN ALLOCATED TO HIRE ADDITIONAL FACULTY AND STAFF BY 2025 TO ACCOMMODATE INCREASED STUDENT ENROLLMENT AND FUND ANNUAL NURSING SCHOLARSHIPS FOR NEED-BASED STUDENTS. AS A DIRECT RESULT OF THE PARTNERSHIP, KSU IS ON TARGET TO MEET THE GOALS OF THE CONTRACTUAL AFFILIATION BY DOUBLING ENROLLMENT IN THE NURSING PROGRAM AND INCREASING THE NUMBER OF FACULTY TO INCREASE ENROLLMENT OF NURSING STUDENTS. IN JULY OF 2025, WELLSTAR LAUNCHED A CAMPAIGN IN PARTNERSHIP WITH KSU TO RECRUIT EXISTING WELLSTAR APRN FACULTY TO TEACH CLINICALS TO KSU STUDENTS AT WELLSTAR FACILITIES. TO DATE, 9 APRNS AT WELLSTAR HAVE BECOME EMPLOYED AS ADJUNCT CLINICAL FACULTY AT KSU. WELLSTAR IS PROVIDING THESE APRNS AT THE END OF EACH SEMESTER TAUGHT A STIPEND OF $1,500 IN ADDITION TO WHAT THEY EARN FROM KSU. AUGUSTA UNIVERSITY (AU) PARTNERSHIP: WELLSTAR'S NEWEST ACADEMIC PARTNER (AU) IS LAUNCHING A NEW PROGRAM RN TO BSN IN FALL OF 2026 TO INCREASE THE NUMBER OF BSN PREPARED NURSES SPECIFICALLY TARGETING THOSE EMPLOYEES AT WELLSTAR MEDICAL COLLEGE OF GEORGIA. THIS PROGRAM WILL ALLOW EMPLOYEES TO BE CORPORATELY FUNDED FOR THE COST OF THE DEGREE AT AU VIA THE GUILD PROGRAM. CHATTAHOOCHEE TECHNICAL COLLEGE: WELLSTAR CENTER FOR NURSING EXCELLENCE IN ADDITION TO THE WELLSTAR FOUNDATION HAVE FULLY FUNDED ONE CLINICAL FACULTY POSITION TO TEACH AN LPN TO RN PROGRAM FOCUSING ON DEVELOPING LPNS AT WELLSTAR BEGINNING FALL OF 2026. RECRUITMENT IS UNDERWAY BY CHATTAHOOCHEE TECHNICAL COLLEGE FOR THE FACULTY. NURSING CAREER PATHWAY PROGRAM: WELLSTAR CONTINUES TO OPERATIONALIZE THE NURSING CAREER PATHWAY PROGRAM, AN INDUSTRY-DRIVEN INITIATIVE ADDRESSING THE STATEWIDE NEED FOR VARIOUS LEVELS OF NURSING PROFESSIONALS, FROM NURSING ASSISTANTS TO REGISTERED NURSES WITH A BACHELOR'S DEGREE. MEDICAL ASSISTING PATHWAY PROGRAMS: IN ADDITION TO THE MANY NURSING PATHWAY PROGRAMS, WELLSTAR ALSO SUPPORTS COMMUNITY-BASED PIPELINE PROGRAMS FOR CERTIFIED MEDICAL ASSISTANTS (CMA). WELLSTAR PARTNERS WITH KENNESAW STATE UNIVERSITY'S DEPARTMENT OF COMMUNITY AND PROFESSIONAL EDUCATION AND CHATTAHOOCHEE TECHNICAL COLLEGE TO PROVIDE FULLY FUNDED TUITION AND CLINICAL PLACEMENT OPPORTUNITIES FOR MEDICAL ASSISTING CAREER PROGRAMS. GRADUATES OF THESE PROGRAMS PROVIDE CLINICAL SUPPORT IN AMBULATORY CARE SETTINGS THROUGHOUT THE WELLSTAR HEALTH SYSTEM. WELLSTAR SCHOOL OF MEDICAL ASSISTING: IN FEBRUARY 2025, WELLSTAR OPENED AN IN-HOUSE MEDICAL ASSISTING SCHOOL OFFERING AN ACCELERATED PATHWAY TO CERTIFICATION FOR INDIVIDUALS WITH ENTRY-LEVEL HEALTHCARE EXPERIENCE. THE SCHOOL OFFERS A CURRICULUM THAT COMBINES THEORETICAL KNOWLEDGE WITH PRACTICAL EXPERIENCE, ENSURING THAT GRADUATES ARE WELL-EQUIPPED TO HANDLE THE DEMANDS OF MEDICAL ASSISTING ROLES. THE PROGRAM IS EQUIPPED TO PRODUCE 10 NEW CERTIFIED MEDICAL ASSISTANTS EVERY FOUR MONTHS WITH THE CAPABILITY TO SCALE TO 10 NEW CMAS EACH MONTH. HIGH SCHOOLS: AT WELLSTAR, WE'RE PROUD TO PARTNER WITH LOCAL HIGH SCHOOLS TO CONNECT STUDENTS PREPARING FOR HEALTHCARE CAREERS WITH CLINICAL ROTATION AND JOB PLACEMENT OPPORTUNITIES ACROSS OUR FACILITIES. THESE CRITICAL PARTNERSHIPS EQUIP STUDENTS TO SUPPORT OUR CRITICAL ROLES AND ARE PART OF OUR TALENT AND PIPELINE STRATEGY. WITH CMA & CNA PROGRAMS, THESE SCHOOLS TOGETHER WITH WELLSTAR, EQUIP LEARNERS TO GAI
COMMUNITY CLINIC NETWORK (CONT.) CONGREGATIONAL HEALTH NETWORK WELLSTAR'S CONGREGATIONAL HEALTH NETWORK (CHN) SERVES AS A BRIDGE BETWEEN OUR HEALTHCARE SYSTEM AND FAITH COMMUNITIES. COORDINATED BY A FULL-TIME REGISTERED NURSE WHO SPECIALIZES IN FAITH COMMUNITY NURSING, WELLSTAR'S PROGRAM IS DESIGNED TO ASSIST CONGREGATIONS OF ALL FAITHS TO DEVELOP OR SUPPORT VOLUNTEER OR PAID HEALTH MINISTRIES. WITH MORE THAN 100 CONGREGATIONS AND 1,500 SPIRITUAL CARE PARTNERS, CHN SERVES AS A KEY TO WELLSTAR'S SUCCESSFUL IMPLEMENTATION OF EQUITY-CENTERED PROGRAMS. THROUGH THIS NETWORK, WELLSTAR CAN DIFFUSE INFORMATION, IMPLEMENT PROGRAMS AT TRUSTED NEIGHBORHOOD-BASED SITES AND STRENGTHEN THE ORGANIZATIONS TO PROVIDE WHOLE-PERSON SUPPORT. THE CHN'S "PASSPORT TO HEALTH" PROGRAM EMPOWERS PARTICIPANTS TO OWN THEIR HEALTH CARE WHILE PARTNERING WITH PRACTITIONERS AND COMMUNITY HEALTH WORKERS DURING THEIR JOURNEY OF LEARNING ABOUT HEART AND CARDIAC WELLNESS, WOMEN'S HEALTH, COLORECTAL CANCER SCREENING TOOL KITS, SIGNS OF STROKE, NUTRITIOUS EATING, EXERCISE AND ACTIVE LIVING TIPS, AND MENTAL HEALTH AWARENESS. COMMUNITY CLINIC NETWORK ACCORDING TO THE CHNA ACCESS TO CARE INDICATORS, MANY MEMBERS OF WELLSTAR'S COMMUNITY HAVE CARE ACCESS CHALLENGES IN LARGE PART DUE TO INSURANCE CONSTRAINTS AND PROVIDER ACCESS SHORTAGES. ACCORDING TO HEALTHY PEOPLE 2020, "ACCESS TO COMPREHENSIVE, QUALITY HEALTH CARE SERVICES IS IMPORTANT FOR PROMOTING AND MAINTAINING HEALTH, PREVENTING AND MANAGING DISEASE, REDUCING UNNECESSARY DISABILITY AND PREMATURE DEATH, AND ACHIEVING HEALTH EQUITY." WELLSTAR IS COMMITTED TO SERVING OUR COMMUNITY'S MOST VULNERABLE AND UNDER-RESOURCED POPULATIONS. IN 2016, WELLSTAR 4-1 CARE WAS CREATED TO INCREASE ACCESS TO CARE AND THE CAPACITY OF PARTNERING COMMUNITY CLINICS BY PROVIDING REDUCED-COST OUTPATIENT MEDICAL SERVICES. RESEARCH HAS SHOWN THAT WHEN HEALTHCARE SYSTEMS LIKE WELLSTAR PARTNER WITH COMMUNITY SAFETY-NET CLINICS, THE FOLLOWING CAN OCCUR. . REDUCTION IN EMERGENCY DEPARTMENT VISITS . REDUCTION IN AVOIDABLE READMISSIONS . INCREASE IN PATIENT SATISFACTION SCORES PREVENT ILLNESS BY PROMOTING HEALTHY BEHAVIORS IN PEOPLE WITHOUT RISK FACTORS (E.G., DIET AND EXERCISE COUNSELING) . PREVENT ILLNESS BY PROVIDING PROTECTION TO THOSE AT RISK (E.G., CHILDHOOD VACCINATIONS) . IDENTIFY AND TREAT PEOPLE WITH NO SYMPTOMS, BUT WHO HAVE RISK FACTORS, BEFORE THE CLINICAL ILLNESS DEVELOPS (E.G., SCREENING FOR HYPERTENSION OR DIABETES) THE COMMUNITY CLINIC NETWORK HAS EVOLVED TO ADVANCE WELLSTAR'S ABILITY TO SUPPORT COMMUNITY ACCESS TO CARE AND SOCIAL SUPPORT SERVICES. AS WELLSTAR'S GEOGRAPHICAL FOOTPRINT HAS EXPANDED, WELLSTAR IS ALSO COMMITTED TO FORGING NEW PARTNERSHIPS WITH COMMUNITY CLINICS (I.E., COMMUNITY SAFETY-NET CLINICS, COMMUNITY HEALTH CENTERS AND FEDERALLY QUALIFIED HEALTH CENTERS) TO MORE COLLECTIVELY ACHIEVE OPTIMAL OUTCOMES FOR MORE MEDICALLY UNDERSERVED AND UNINSURED RESIDENTS. IN ADDITION, THE COMMUNITY CLINIC NETWORK EVOLVED TO INCLUDE COMMUNITY BENEFIT SUPPORT OF WELLSTAR'S GRADUATE MEDICAL EDUCATION (GME) CLINICS. IN ALIGNMENT WITH WELLSTAR'S FINANCIAL ASSISTANCE PROGRAM (FAP), THESE COMMUNITY-BASED CLINICS PROVIDE CHARITABLE DISCOUNTED OR FREE CARE BASED ON SOCIOECONOMIC FACTORS LIKE A PATIENT'S HOUSEHOLD INCOME, INSURANCE STATUS AND/OR FAMILY SIZE. THESE CLINICS HELP SOME OF WELLSTAR'S MOST UNDER-RESOURCED AND VULNERABLE COMMUNITY MEMBERS RECEIVE MEDICAL SERVICES LIKE CHRONIC DISEASE MANAGEMENT, WELLNESS EXAMS, VACCINATIONS AND MEDICATION COUNSELING. IN PARTNERSHIP WITH PHYSICIAN LEADERSHIP, GRADUATE MEDICAL EDUCATION (GME) RESIDENTS SERVE PATIENTS AT THE SHEFFIELD AND KENNESTONE CLINICS THROUGHOUT WELLSTAR'S FOOTPRINT, INCLUDING PROXIMATE LOCATIONS TO KENNESTONE, COBB, DOUGLAS, AND SPALDING REGIONAL HOSPITALS. TO SUPPORT THESE WELLSTAR GME RESIDENT PHYSICIANS SERVING AT GME CLINICS, STRUCTURED EDUCATION HAS BEEN PROVIDED TO HELP RESIDENTS BETTER UNDERSTAND HEALTH DISPARITIES, HEALTH EQUITY AND COMMUNITY HEALTH PRIORITIES. THROUGH THE COMMUNITY CLINIC NETWORK, WELLSTAR WILL CONTINUE TO LEVERAGE THE FACT THAT COMMUNITY-BASED CLINICS ARE LONG RECOGNIZED FOR THEIR ABILITY TO EFFECTIVELY IMPROVE AND EXPAND PATIENT ACCESS TO MEDICAL, DENTAL AND MENTAL HEALTH SERVICES. COMMUNITY TRANSFORMATION PROGRAM ACCESS TO HEALTH CARE IMPACTS AN INDIVIDUAL'S ABILITY TO OBTAIN AND MAINTAIN ADEQUATE PHYSICAL, SOCIAL AND MENTAL HEALTH STATUS. WELLSTAR'S CHNA IDENTIFIED BOTH THE NEED FOR ACCESS TO HEALTH CARE AND SOCIAL SUPPORT AS LEADING HEALTH CONCERNS FOR DISPARATE AND UNDERSERVED COMMUNITIES. DURING THE COVID-19 PANDEMIC, UNDERSERVED COMMUNITIES INCREASINGLY EXPERIENCED HEALTH DISPARITIES AND GAPS IN SUPPORT; COMMUNITY-BASED ORGANIZATIONS EXPERIENCED NEED FOR RELIABLE AND SUSTAINABLE SOLUTIONS FOR OFFERING VIRTUAL CARE. WELLSTAR CENTER FOR HEALTH EQUITY'S COMMUNITY TRANSFORMATION PROGRAM PROVIDES A SCALABLE SOLUTION FOR IMPROVING ACCESS TO CARE IN PARTNERSHIP WITH TRUSTED COMMUNITY NON-PROFIT ORGANIZATIONS. EACH YEAR, WELLSTAR FUNDS A COHORT OF INITIATIVES THAT LEVERAGE TECHNOLOGY TO PRODUCE LONG-TERM, SUSTAINABLE CHANGES IN THE COMMUNITIES WE SERVE. INITIATIVES ARE EXPECTED TO BE TAILORED TO A COMMUNITY NEED AND ALIGN WITH EACH PARTNER'S MISSION. AT THE END OF 12 MONTHS, PARTNERS ARE EXPECTED TO DEMONSTRATE IMPROVEMENTS IN: . ACCESS TO HEALTH CARE SO THAT RESIDENTS RECEIVE TIMELY, HIGH-QUALITY AND CULTURALLY APPROPRIATE MEDICAL CARE WHEN THEY NEED IT; OR, . ACCESS TO SOCIAL DETERMINANTS OF HEALTH SUPPORT SERVICES SO THAT RESIDENTS RECEIVE TIMELY, HIGH-QUALITY FOOD, EMPLOYMENT, HOUSING, TRANSPORTATION, EDUCATION AND LEGAL RESOURCES TO IMPROVE DAILY LIVING WHEN THEY NEED IT. THE COMMUNITY TRANSFORMATION PROGRAM RECEIVED AN HONORABLE MENTION BY THE AMERICAN HOSPITAL ASSOCIATION FOR ITS IMPACT IN COLLABORATING WITH PARTNERS TO IMPROVE THE HEALTH OF COMMUNITIES. A 2025 EVALUATION OF THE COMMUNITY TRANSFORMATION PROGRAM INDICATED THAT INITIATIVES HAVE REACHED OVER 13,000 CLIENTS; AND, SAVED 2,250 CLIENTS AN ESTIMATED $225,000 - $1,000,000 IN EMERGENCY ROOM VISITS AVERTED. SOUL SUPPORT TO ADDRESS THE BEHAVIORAL NEEDS OF COMMUNITY MEMBERS AND MITIGATE THE ROLE OF MENTAL HEALTH STIGMA, WELLSTAR LAUNCHED AN INITIATIVE CALLED SOUL SUPPORT, WHICH INCLUDES THREE EVIDENCE-BASED PROGRAMS TO PROVIDE MENTAL HEALTH EDUCATION AND SUPPORT. THE FOLLOWING PROGRAMS ARE FACILITATED THROUGH WELLSTAR'S CONGREGATIONAL HEALTH NETWORK, WHEREBY PROGRAMS TAKE PLACE AT FAITH-BASED ORGANIZATIONS. 1. WELLSTAR PARTNERS WITH ATLANTA REGIONAL COMMISSION'S HEALTHY AGING DIVISION TO PROVIDE "POWERFUL TOOLS FOR CAREGIVERS" - A SIX-WEEK SERIES SPECIFICALLY DESIGNED TO HELP CAREGIVERS LEARN TO TAKE BETTER CARE OF THEMSELVES. POWERFUL TOOLS IS PRESENTED BY CERTIFIED LAY LEADERS. THE WORKSHOP USES AN EVIDENCE-BASED CURRICULUM THAT HAS BEEN FOUND TO HAVE SIGNIFICANT POSITIVE RESULTS FOR PARTICIPANTS. 2. QUESTION, PERSUADE AND REFER (QPR) INSTITUTE STARTED AS A JOINT EFFORT WITH A WASHINGTON STATE MENTAL HEALTH CENTER AND THEIR MISSION IS TO "SAVE LIVES AND REDUCE SUICIDAL BEHAVIORS BY PROVIDING INNOVATIVE, PRACTICAL AND PROVEN SUICIDE PREVENTION TRAINING." THE PRIMARY OBJECTIVES ARE TO TRAIN PARTICIPANTS TO UNDERSTAND THE NATURE AND RANGE OF SUICIDAL COMMUNICATIONS AND HOW TO INTERVENE ON BEHALF OF SUICIDAL AND IN-CRISIS PEOPLE, PROVIDING LOCAL MENTAL HEALTH RESOURCES AS WELL. QPR IS USED TO HELP SAVE LIVES FROM SUICIDE BY TRAINING INDIVIDUALS HOW TO RECOGNIZE THE WARNING SIGNS OF A SUICIDE CRISIS AND HOW TO "QUESTION, PERSUADE AND REFER SOMEONE TO HELP." 3. MENTAL HEALTH FIRST AID IS A PUBLIC EDUCATION PROGRAM "THAT CAN HELP COMMUNITIES UNDERSTAND MENTAL ILLNESSES, SEEK TIMELY INTERVENTION, AND SAVE LIVES." BY PROVIDING EDUCATION SURROUNDING MENTAL ILLNESS AS WELL AS RESOURCES AVAILABLE IN THEIR AREA, FAITH-BASED LEADERS WILL BE MORE KNOWLEDGEABLE IN WAYS TO SUPPORT THEIR CONGREGANTS. IT WAS DEVELOPED IN 2001 WITH THE GOAL OF PROVIDING PARTICIPANTS WITH THE TOOLS NEEDED TO START A CONVERSATION ABOUT MENTAL HEALTH AND SUBSTANCE USE PROBLEMS AS WELL AS RESOURCES AVAILABLE. WELLSTAR RECEIVED PHILANTHROPIC FUNDING TO EXPAND "SOUL SUPPORT" TO INCLUDE FREE, VIRTUAL BEHAVIORAL HEALTH CARE FOR COMMUNITY RESIDENTS UNABLE TO RECEIVE CARE TRADITIONALLY DUE TO COST, TRANSPORTATION CHALLENGES, OR LIMITED ACCESS TO BROADBAND SERVICES. FURTHER EXPANSION OF SOUL SUPPORT HAS INCLUDED THE DISTRIBUTION OF GRANTS TO CONGREGATIONS TO ESTABLISH OR EXPAND BEHAVIORAL HEALTH PROGRAMMING. COLORECTAL CANCER SCREENING SINCE PARTNERING WITH BLKHLTH FOR THE NATIONAL #GOODDOWNTHERE CAMPAIGN IN COLLABORATION WITH COTTONELLE, WELLSTAR COMMUNITY HEALTH AND CENTER FOR HEALTH EQUITY HAS CONTINUED ITS REGIONAL COLORECTAL CANCER SCREENING PROGRAM. COLORECTAL CANCER, ALSO CALLED COLON OR RECTAL CANCER, IS THE THIRD MOST COMMON CANCER IN THE UNITED STATES AND THE SECOND MOST COMMON CANCER-RELATED DEATH. WELLSTAR DISTRIBUTES COMPLIMENTARY COLORECTAL CANCER SCREENING KITS, COMPLETE WITH EDUCATION ON FINDING RESOURCES FOR SOCIAL AND FOLLOW-UP CARE, TO CONGREGATION
BREAST CANCER SCREENING FOR THE PAST TEN YEARS, WELLSTAR HAS PROVIDED BREAST SCREENING AND DIAGNOSTIC SERVICES TO INDIVIDUALS WHO LACK ACCESS TO OR ARE UNABLE TO AFFORD THESE LIFE-SAVING SERVICES WITHIN WELLSTAR'S SERVICE AREAS. BY PROVIDING THESE SERVICES AT NO COST TO THOSE IN NEED, WE SEEK TO ELIMINATE EXISTING BREAST CANCER DISPARITIES AND DECREASE THE NUMBER OF LATE-STAGE BREAST CANCER DIAGNOSES BY PROVIDING ACCESS TO HEALTHCARE WITHIN THE COMMUNITIES WE SERVE. THIS PROGRAM INCREASES THE NUMBER OF REGULAR MAMMOGRAM SCREENINGS AND DIAGNOSTIC SERVICES PROVIDED, PARTICULARLY WITHIN HIGH-RISK COMMUNITIES, ENABLING WELLSTAR HEALTHCARE PROVIDERS TO DETECT BREAST CANCER AT AN EARLIER STAGE AND RESULTING IN BETTER TREATMENT OPTIONS AND IMPROVED OUTCOMES FOR OUR COMMUNITY MEMBERS. TO IDENTIFY PATIENTS WHO NEED ACCESS TO THESE SERVICES MOST, WE PARTNER WITH LOCAL HEALTH DEPARTMENTS, COMMUNITY CLINICS, A CONGREGATIONAL NURSE NETWORK AND A ROBUST LIST OF OTHER TRUSTED COMMUNITY ORGANIZATIONS. THE WELLSTAR PHYSICIAN LIAISON TEAM AND WELLSTAR CLINICAL PARTNERS TEAM ALSO WORKS WITH 3,000+ WELLSTAR MEDICAL GROUP PHYSICIANS AND PARTNER PHYSICIANS THROUGHOUT OUR SERVICE AREA TO GENERATE REFERRALS TO THE PROGRAM. PROSTATE CANCER SCREENING TO INCREASE ACCESS TO SCREENING AND EDUCATION RESOURCES IN MEDICALLY UNDERSERVED COMMUNITIES, WELLSTAR COMMUNITY HEALTH PARTNERS WITH WELLSTAR UROLOGY, WELLSTAR LABORATORY OUTREACH SERVICES, AND FAITH COMMUNITIES WITHIN THE WELLSTAR CONGREGATIONAL HEALTH NETWORK TO OFFER FREE PROSTATE CANCER SCREENINGS IN HIGH-RISK ZIP CODES. SUCCESS STORIES HAVE INCLUDED PARTICIPANTS PREVIOUSLY IN REMISSION FOR PROSTATE CANCER RECEIVING ABNORMAL PSA RESULTS, LEADING TO FURTHER TESTING AND THE RESUMPTION OF TREATMENT. MOBILE MARKET PROGRAM IN 2020, WELLSTAR LAUNCHED A MOBILE MARKET PROGRAM TO FEED MORE THAN 700 METRO ATLANTA AT-RISK FAMILIES ACROSS SIX GEORGIA COUNTIES. IN COLLABORATION WITH GOODR, THE JOINT INITIATIVE ADDRESSES FOOD ACCESS FOR VULNERABLE COMMUNITIES IN WELLSTAR'S SERVICE AREAS. THE SPRING-SUMMER MOBILE MARKET PROGRAM INCLUDED SEVEN COMMUNITY-BASED LOCATIONS THAT PROVIDED FREE, FRESH AND HEALTHY FOOD OPTIONS MONTHLY TO 100 FAMILIES IN NEED AT EACH LOCATION. THROUGH WELLSTAR FOUNDATION AND VITAL COMMUNITY FUNDING, GOODR PROVIDED FOOD AND STAFFING SUPPORT FOR THIS PROGRAM, REGISTERED PARTICIPANTS AND PROVIDED IMPACT REPORTING EACH MONTH. WELLSTAR PROVIDED PROGRAM LOGISTICAL SUPPORT, PARTICIPANT INCENTIVES AND NUTRITION EDUCATION. NEW COMMUNITY PARTNERS HELPED RECRUIT VOLUNTEERS AND SET UP FOOD DISTRIBUTION SITES IN KEY SERVICE AREAS, INCLUDING COBB, TROUP, FULTON, SPALDING, PAULDING, AND DOUGLAS COUNTIES. SINCE THEN, THE WELLSTAR MOBILE MARKET PROGRAM HAS EXPANDED TO INCLUDE: . THE ADDITION OF BUTTS COUNTY AS A PRIORITY LOCATION, . ON-SITE HEALTH EDUCATION IN ALIGNMENT WITH HEALTH AWARENESS MONTHS, AND . AVAILABILITY OF A BENEFITS SPECIALIST TO ASSIST FAMILIES WITH ENROLLMENT INTO PUBLIC FOOD PROGRAMS. SINCE INCEPTION, THE MOBILE MARKET PROGRAM HAS SERVED 18,000 REGISTRANTS THROUGHOUT THE WELLSTAR FOOTPRINT. THIRTY-NINE PERCENT (38%) OF REGISTRANTS INDICATE DELAYING OR AVOIDING MEDICAL VISITS TO AFFORD FOOD. FOOD RESCUE PROGRAM IN GEORGIA, FOOD RESIDUALS MAKE UP 12% OF LANDFILL WASTE ANNUALLY. THAT'S NEARLY 151 POUNDS OF FOOD PER GEORGIAN EVERY YEAR, A TOTAL OF 1.6 BILLION POUNDS OF TRASH ANNUALLY IN GEORGIA. THIS AMOUNT OF FOOD WASTE ALSO WASTES $1.92 BILLION EACH YEAR. IN PARTNERSHIP WITH SECOND HELPINGS ATLANTA AND GOODR, WELLSTAR LAUNCHED A FOOD RESCUE PROGRAM. THROUGH THIS PROGRAM, HIGH-QUALITY AND NUTRITIOUS FOOD FROM WELLSTAR EATERIES, INCLUDE SELECT HOSPITAL CAFETERIAS, IS PICKED UP AND REDISTRIBUTED TO NON-PROFIT ORGANIZATIONS THROUGHOUT WELLSTAR'S SERVICE AREA. BY RECAPTURING FRESH FOOD THAT MIGHT OTHERWISE BE DISCARDED, WE REDUCE FOOD WASTE WHILE GUARANTEEING ACCESS TO FRESH PRODUCE AND HEALTHY MEALS FOR EMERGENCY FOOD PROGRAMS AND INDIVIDUALS IN NEED. THE GOAL IS TO BECOME A ZERO-FOOD WASTE HEALTHCARE SYSTEM IN THE NEXT TEN YEARS. SINCE INCEPTION, WELLSTAR HAS DIVERTED OVER 40,000 POUNDS OF FOOD FROM LANDFILLS. LIVE TO THE BEAT. POWERED BY WELLSTAR. WELLSTAR SERVES AS A PARTNER OF THE LIVE TO THE BEAT CAMPAIGN, A NATIONALLY RECOGNIZED PROGRAM LED BY THE CDC FOUNDATION AND THE MILLION HEARTS INITIATIVE, AIMED TO HELP ADULTS TAKE STEPS TO PREVENT HEART DISEASE AND STROKE. OTHER STRATEGIC PARTNERS INCLUDE AMERICAN HEART ASSOCIATION, THE WELLSTAR CENTER FOR CARDIOVASCULAR CARE, AND UNITED WAY OF GREATER ATLANTA. THE LIVE TO THE BEAT PROGRAM UTILIZES A COMMUNITY HEALTH WORKER TO SERVE AS A HEALTH COACH TO EMPOWER INDIVIDUAL MEMBERS OF FAITH COMMUNITIES, IDENTIFIED THROUGH WELLSTAR'S CONGREGATIONAL HEALTH NETWORK, TO BE ADVOCATES IN THEIR OWN HEALTH JOURNEY. OVER A 12-MONTH JOURNEY, THE PROGRAM FOCUSES ON SUPPORTING THE MEMBERS THROUGH 8+ ESSENTIAL "SMALL STEPS" TO SUSTAINABLEHEART HEALTH. RESULTS FROM THE 2025 PILOT INDICATED HIGH PARTICIPANT ENGAGEMENT, OVER 80% OF PARTICIPANTS ADOPTING POSITIVE LIFESTYLE CHANGES, AND UP TO 61% OF PARTICIPANTS EXPERIENCING BLOOD PRESSURE IMPROVEMENTS. SOME PARTICIPANTS REDUCED HYPERTENSION MEDICATION USAGE. OPERATION M.I.S.T. (MONITOR | INTERVENE | SURVIVE | THRIVE) OPERATION M.I.S.T. PROMOTES MATERNAL VITALITY BY REDUCING MATERNAL MORTALITY WITH A MISSION TO MONITOR PHYSIOLOGICAL CHANGES IN CONCEIVING, PREGNANT AND POSTPARTUM BIRTH GIVERS. WELLSTAR PARTNERS WITH OPERATION M.I.S.T TO PROVIDE SUPPORT FOR 40 BIRTH GIVERS FROM SPALDING AND BUTTS COUNTIES. PARTICIPANTS WILL USE GARMIN-POWERED SMART WATCHES TO MONITOR THEIR HEALTH STATUS, COLLABORATE WITH THEIR CARE TEAM, AND PROVIDE HEALTH EDUCATION AND PROMOTION. AS A WRAPAROUND SERVICE, WELLSTAR COMMUNITY HEALTH SUPPORT THIS PARTNERSHIP BY PROVIDING AN ASSESSMENT OF SOCIAL DETERMINANTS OF HEALTH (SDOH) AND RESOURCE REFERRAL CONNECTION FOR EACH OF THE PARTICIPANTS. THE PARTNERSHIP HAS SUPPORTED DISTRIBUTION OF OVER 4,800 CARE PACKAGES THROUGHOUT GEORGIA. PILOT RESULTS INDICATE OVER 269 TOTAL INTERVENTIONS CONDUCTED AND 46 CLOSED-LOOP REFERRALS TO ADDRESS PARTICIPANT SOCIAL DETERMINANTS OF HEALTH (SDOH) NEEDS. PERINATAL KIT PROGRAM WITH HEALTHY MOTHERS, HEALTHY BABIES TO ADDRESS THE MATERNAL HEALTH CRISIS THROUGH AN EQUITY LENS, WELLSTAR COMMUNITY HEALTH AND WELLSTAR CENTER FOR HEALTH EQUITY HAS PARTNERED WITH HEALTHY MOTHERS, HEALTHY BABIES COALITION OF GEORGIA (HMHBGA). HMHBGA HAS IMPACTED THE HEALTH AND WELLBEING OF WOMEN, CHILDREN, AND FAMILIES FOR THE PAST 40 YEARS BY SUPPORTING THE COMMUNITY THROUGH DIRECT SERVICES, ADVOCACY, AND COMMUNITY EDUCATION. WELLSTAR'S PARTNERSHIP TO HELP EXPAND THE ORGANIZATION'S PERINATAL CARE PACKAGE PROJECT (PCP) PROVIDES SUPPORT TO PREGNANT AND POSTPARTUM BIRTH GIVERS AND ENCOURAGES POSITIVE MATERNAL HEALTH AND WELLNESS BY PROVIDING VITAL RESOURCES AND EDUCATION. THE PARTNERSHIP REACHES 150 BIRTH GIVERS PER MONTH WHO RESIDE IN GEORGIA'S MOST VULNERABLE COMMUNITIES. SINCE PARTNERSHIP INCEPTION, WELLSTAR HAS: . SUPPORTED EXPANDING THE MONTHLY REACH FROM 150 TO 200 BIRTH GIVERS; AND . PROVIDED EDUCATION ON COVID-19 AND MENTAL HEALTH RESOURCES IN THE COMMUNITY. THE PARTNERSHIP HAS SUPPORTED DISTRIBUTION OF OVER 5,700 CARE PACKAGES THROUGHOUT GEORGIA. WELLSTAR PARTNERS WITH CLARK ATLANTA UNIVERSITY FOR TRAINING AND DEPLOYMENT THE SOCIAL WORK STUDENT ROTATION PROGRAM IS SUPPORTED THROUGH COLLABORATION WITH CLARK ATLANTA UNIVERSITY'S WHITNEY M. YOUNG JR. SCHOOL OF SOCIAL WORK. MASTER'S LEVEL SOCIAL WORK STUDENTS SPEND AN ACADEMIC YEAR INTERNING WITH WELLSTAR COMMUNITY HEALTH, SUPPORTING INITIATIVES OF THE DEPARTMENT AS WELL AS PATIENTS OF WELLSTAR GME INTERNAL MEDICINE. THE ROTATION WILL ENSURE STUDENT UNDERSTANDING OF THE INFLUENCE OF SOCIAL DETERMINANTS OF HEALTH WITH HEALTH OUTCOMES. PATIENTS AND COMMUNITY MEMBERS WILL BENEFIT FROM IMPROVED ACCESS TO SOCIAL SUPPORT SERVICES TO IMPROVE THEIR HEALTH. PERSONS WHO RECEIVE SUPPORT FROM THE SOCIAL WORK STUDENT INTERN REPORT IMPROVED OVERALL WELL-BEING.
COMMITMENT TO THE COMMUNITY THE SYSTEM ALSO PARTICIPATES IN CERTAIN GOVERNMENTAL INSURANCE PROGRAMS, INCLUDING MEDICARE AND MEDICAID. UNDER THESE PROGRAMS, THE SYSTEM PROVIDES CARE TO PATIENTS AT PAYMENT RATES WHICH ARE DETERMINED BY THE FEDERAL AND STATE GOVERNMENTS, REGARDLESS OF THE SYSTEM'S ACTUAL CHARGES. IN MOST CASES, THESE PROGRAMS PAY THE SYSTEM AT AMOUNTS WHICH ARE LESS THAN ITS COST OF PROVIDING SERVICES. THE FOLLOWING IS THE COST TO PROVIDE CARE TO THOSE PATIENTS QUALIFYING FOR COMMUNITY FINANCIAL AID ALONG WITH THE UNREIMBURSED COST OF PROVIDING CARE TO MEDICARE AND MEDICAID BENEFICIARIES AND OTHER PATIENTS. THESE COSTS ARE DETERMINED USING A COST-TO-CHARGE RATIO. COST OF PROVIDING CHARITY CARE- $211,698 UNREIMBURSED COST OF PROVIDING CARE TO MEDICAID BENEFICIARIES- $29,397 UNREIMBURSED COST OF PROVIDING CARE TO MEDICARE BENEFICIARIES- $645,922 UNREIMBURSED COST OF PROVIDING CARE TO OTHER PATIENTS- $281,259 COST OF OTHER COMMUNITY PROGRAMS- $36,575 TOTAL UNCOMPENSATED CARE AND COMMUNITY PROGRAMS- $1,204,851 COMMUNITY INVESTMENTS- FUNDS BACK INTO INFRASTRUCTURE- $489,840 COMMUNITY INVESTMENTS- ALLIED HEALTH/MEDICAL EDUCATION- $24,953 COMMUNITY INVESTMENTS- OPERATIONS- STAFF/SOFTWARE- $2,444 TOTAL COMMUNITY INVESTMENTS- $514,793 WELLSTAR CONTINUES TO PARTICIPATE IN THE CENTER FOR MEDICARE AND MEDICAID SERVICES (CMS) MEDICARE SAVINGS PROGRAM AS AN ACCOUNTABLE CARE ORGANIZATION (ACO). WELLSTAR'S ACO IS ONE OF THE LARGEST ACOS IN GEORGIA AND IT HAS 5,671 PHYSICIANS INCLUDING 49,062 MEMBERS. THE ACO HAS BEEN RECOGNIZED AS ONE OF THE TOP 100 ACO'S IN THE COUNTRY. THE PROGRAM HAS BEEN SUCCESSFUL THROUGH A FOCUS ON WELLNESS AND THE IMPROVED MANAGEMENT OF CHRONIC ILLNESSES AND THE RELATED COORDINATION OF CARE, TO ENSURE PATIENTS, ESPECIALLY CHRONICALLY ILL, GET THE RIGHT CARE AT THE RIGHT TIME TO MAINTAIN THEIR OPTIMAL HEALTH AND AVOID THE NEED FOR HIGH-COST EMERGENCY AND HOSPITAL CARE. WELLSTAR AWARDS RECEIVED FY25 . THE TRAUMA SURGERY UNIT AT WELLSTAR KENNESTONE REGIONAL MEDICAL CENTER RECEIVED THE PRESTIGIOUS ACADEMY OF MEDICAL-SURGICAL NURSES (AMSN) PRISM AWARD, AN HONOR THAT RECOGNIZES EXCEPTIONAL NURSING PRACTICE, LEADERSHIP AND OUTCOMES IN HOSPITAL MEDICAL-SURGICAL UNITS. THE AWARD, WHICH STANDS FOR "PREMIER RECOGNITION IN THE SPECIALTY OF MED-SURG," IS THE FIRST OF ITS KIND, HONORING MED-SURG NURSING UNITS IN THE UNITED STATES AND INTERNATIONALLY. IT IS CO-SPONSORED BY THE AMSN AND MEDICAL-SURGICAL NURSING CERTIFICATION BOARD. THE AWARD IS GIVEN TO OUTSTANDING ACUTE CARE/MED-SURG UNITS OR ADULT/PEDIATRIC UNITS CLASSIFIED AS MED-SURG. . WELLSTAR KENNESTONE AND WELLSTAR WEST GEORGIA MEDICAL CENTERS RECEIVED THE GEORGIA OGLETHORPE AWARD FROM THE STERLING COUNCIL. THE STERLING COUNCIL IS A PUBLIC/PRIVATE NOT-FOR-PROFIT CORPORATION SUPPORTED BY THE EXECUTIVE OFFICE OF THE GOVERNOR. THE COUNCIL OVERSEES THE GOVERNOR'S STERLING AWARD FOR PERFORMANCE EXCELLENCE AND THE GEORGIA OGLETHORPE AWARD, WHICH IS BASED ON THE NATIONAL MALCOLM BALDRIGE AWARD, WITH AWARDS BEING PRESENTED ANNUALLY TO HIGH-PERFORMING, ROLE-MODEL ORGANIZATIONS, BOTH PRIVATE AND PUBLIC, THAT DEMONSTRATE SUPERIOR MANAGEMENT APPROACHES AND ROLE-MODEL RESULTS. . WELLSTAR WEST GEORGIA MEDICAL CENTER AND SYLVAN GROVE MEDICAL CENTER RECEIVED THE SUSTAINED EXCELLENCE AWARD FROM THE FLORIDA STERLING COUNCIL. THE GOVERNOR'S STERLING SUSTAINED EXCELLENCE AWARD IS DESIGNED TO ENABLE STERLING AWARD RECIPIENTS TO RETAIN THEIR ROLE MODEL STATUS. THIS HIGH-LEVEL ASSESSMENT PROCESS EXAMINES HOW WELL AN ORGANIZATION HAS STRENGTHENED, IMPROVED AND INNOVATED WINNING SYSTEMS TO ENSURE LONG-TERM SUCCESS AND SUSTAINABILITY IN A COMPETITIVE ENVIRONMENT. HIGHLY TRAINED EXAMINERS REVIEW AND EVALUATE THE APPLICATION AND CLARIFY AND VERIFY THE ORGANIZATION'S RESPONSES THROUGH INTERVIEWS WITH LEADERS AND PERFORMANCE EXCELLENCE PROFESSIONALS. . THE ATLANTA BUSINESS CHRONICLE NAMED WELLSTAR HEALTH SYSTEM AS ONE OF THE HEALTHIEST EMPLOYERS IN THE EXTRA-LARGE COMPANY CATEGORY, RECOGNIZING INNOVATIVE ORGANIZATIONS THAT HAVE CREATED ROBUST AND HEALTHY WORKPLACE PROGRAMS. THE ATLANTA BUSINESS CHRONICLE'S HEALTHIEST EMPLOYER AWARD IS BASED ON THE ANALYSIS OF OVER 60 SCORED QUESTIONS WITH MORE THAN 600 DATA POINTS FOR SCORING AND BENCHMARKING. . WELLSTAR HEALTH SYSTEM, ONE OF GEORGIA'S LARGEST AND MOST INTEGRATED HEALTH SYSTEMS, WAS RANKED IN THE TOP 10 BEST WORKPLACES IN HEALTH CARE BY FORTUNE IN THE LARGE COMPANY CATEGORY. TO DETERMINE THE BEST WORKPLACES IN HEALTH CARE LIST, GREAT PLACE TO WORK ANALYZED THE SURVEY RESPONSES OF OVER 161,000 EMPLOYEES FROM GREAT PLACE TO WORK-CERTIFIED COMPANIES IN THE HEALTHCARE INDUSTRY. . DIVERSITYINC INCLUDED WELLSTAR AMONG 20 ORGANIZATIONS ON ITS 2024 LIST OF TOP HOSPITALS AND HEALTH SYSTEMS FOR DIVERSITY. THE TOP HOSPITALS AND HEALTH SYSTEMS SPECIALTY LIST IS INCLUDED IN DIVERSITYINC'S ANNUAL TOP 50 COMPANIES FOR DIVERSITY RANKING, WHICH RECOGNIZES COMPANIES THAT HIRE, RETAIN AND PROMOTE WOMEN, MINORITIES, PEOPLE WITH DISABILITIES, LGBTQ+ INDIVIDUALS AND VETERANS. DIVERSITY IS SCORED ON SIX KEY AREAS: LEADERSHIP ACCOUNTABILITY, HUMAN CAPITAL DIVERSITY METRICS, TALENT PROGRAMS, WORKFORCE PRACTICES, SUPPLIER DIVERSITY AND PHILANTHROPY. . BECKER'S HOSPITAL REVIEW HAS NAMED WELLSTAR HEALTH SYSTEM AS ONE OF ITS SPINE AND NEUROSURGERY PROGRAMS TO WATCH. THIS LIST OF 53 HEALTH SYSTEMS AND HOSPITALS NATIONWIDE RECOGNIZES THOSE DEDICATED TO EXPANDING NEUROSURGICAL CARE AND PROVIDING WORLD-CLASS NEURO TREATMENTS. THOSE ON THE LIST HAVE EARNED NATIONAL RECOGNITION FOR HAVING TOP SPINE AND NEUROSURGERY PROGRAMS. . WELLSTAR HEALTH SYSTEM WAS NAMED BY FORTUNE AS ONE OF AMERICA'S MOST INNOVATIVE COMPANIES FOR 2024, WHICH HONORS 300 COMPANIES TRANSFORMING INDUSTRIES FROM THE INSIDE OUT. NEARLY EVERY COMPANY ON THIS LIST POSTED REVENUE GROWTH IN THE LAST THREE YEARS. FORTUNE PARTNERED WITH MARKET RESEARCH AND DATA COMPANY STATISTA TO COMPILE AMERICA'S MOST INNOVATIVE COMPANIES. THE LIST IS BUILT ON THREE PILLARS: PRODUCT INNOVATION, PROCESS INNOVATION AND INNOVATION CULTURE. . ALL EIGHT OF WELLSTAR'S INPATIENT STROKE PROGRAMS HAVE ACHIEVED AN AMERICAN HEART ASSOCIATION/AMERICAN STROKE ASSOCIATION GET WITH THE GUIDELINES - QUALITY ACHIEVEMENT AWARD. THE AWARDS RECOGNIZE HOSPITALS THAT DEMONSTRATE COMPLIANCE IN EACH OF THE SEVEN GET WITH THE GUIDELINES- STROKE ACHIEVEMENT MEASURES.
FORM 990, PART IV, LINE 12B AUDITED FINANCIAL STATEMENTS WELLSTAR HEALTH SYSTEM, INC WELLSTAR HEALTH SYSTEM, INC., AND ITS CONTROLLED AFFILIATES ARE AUDITED ON AN ANNUAL BASIS BY AN OUTSIDE AUDITING FIRM, KPMG, AND AS PART OF THAT AUDIT A CONSOLIDATED FINANCIAL STATEMENT IS ISSUED. THE INDEPENDENT AUDITORS REPORT INCLUDES THE ACCOUNTS OF WELLSTAR AND ITS CONTROLLED AFFILIATES INCLUDING AU MEDICAL CENTER, INC., AU MEDICAL ASSOCIATES, INC., COBB HOSPITAL, INC., DOUGLAS HOSPITAL INC., KENNESTONE HOSPITAL, INC., PAULDING MEDICAL CENTER, INC., WELLSTAR ATLANTA MEDICAL CENTER, INC., WELLSTAR MCG HEALTH, INC., WELLSTAR NORTH FULTON HOSPITAL, INC., WELLSTAR SPALDING REGIONAL MEDICAL CENTER, INC., WELLSTAR SYLVAN GROVE HOSPITAL, INC., WELLSTAR MCG WARM SPRINGS, INC., WELLSTAR WEST GEORGIA MEDICAL CENTER, INC., WINDY HILL HOSPITAL, WELLSTAR MEDICAL GROUP, LLC AND VARIOUS OTHER OWNED ENTITIES AS LISTED IN SCHEDULE R. ALL SIGNIFICANT INTERCOMPANY ACCOUNTS AND TRANSACTIONS HAVE BEEN ELIMINATED IN COMBINATION.
FORM 990, PART IV, LINE 24A TAX EXEMPT BOND REPORTING FOR PURPOSES OF THE FORM 990 REPORTING, WELLSTAR HEALTH SYSTEM, INC. (EIN 58-1649541) WILL LIST ALL TAX-EXEMPT BONDS ISSUED SINCE JANUARY 1, 2003, ON SCHEDULE K AS IT TYPICALLY ALLOCATES THE PROCEEDS OF THE BONDS TO MEMBERS OF THE OBLIGATED GROUP (INCLUDING THE HOSPITALS AND MEDICAL GROUP). WELLSTAR ATLANTA MEDICAL CENTER, INC. REPORTS ITS SPECIFIC SHARE OF THE TAX-EXEMPT BOND LIABILITY ALLOCATION ON FORM 990, PART X, LINE 25 OTHER LIABILITIES DUE TO WHS, INC.
FORM 990, PART VI, SECTION A, LINE 7B POWERS OF THE BOARD AS PER THE ARTICLES OF INCORPORATION, THE SOLE MEMBER OF THE ORGANIZATION IS WELLSTAR HEALTH SYSTEM, INC., A GEORGIA NONPROFIT CORPORATION. AS A SOLE MEMBER, WELLSTAR HEALTH SYSTEM, INC. HOLDS CERTAIN POWERS OF ELECTION AND APPROVAL IN CONNECTION WITH THE GOVERNING BODY OF THE ORGANIZATION. THESE POWERS ARE PRESENTED IN DETAIL IN THE GOVERNING DOCUMENTS WHICH THE COMPANY MAKES AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VI, SECTION B, LINE 11B BOARD REVIEW OF FORM 990 INTERNAL STAFF PREPARES THE ORGANIZATION'S FORM 990. BEFORE FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE AN EXTERNAL ACCOUNTING FIRM, PWC US TAX LLP, REVIEWS AND SIGN-OFFS ON THE COMPLETED RETURN OF EACH ORGANIZATION. FINAL COPIES OF THE 990 IS PROVIDED TO EACH BOARD MEMBER THROUGH THE BOARD PORTAL ALONG WITH A SUMMARY MEMO OF THE CURRENT YEAR PREPARTION PROCESS HIGHLIGHTING ANY KEY ASPECTS OF THE 990. THE ORGANIZATION'S CFO OR DESIGNEE SIGNS THE RETURN FOR EITHER MANUAL OR ELECTRONIC FILING BY THE APPROPRIATE DUE DATE.
FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY OUR CONFLICT-OF-INTEREST POLICY REQUIRES ALL COVERED PERSONS TO ANNUALLY REVIEW THE POLICY AND THEN COMPLETE, SIGN AND RETURN THE CONFLICTS OF INTEREST SURVEY AND ATTESTATION TO THE COMPLIANCE OFFICE. THE POLICY REQUIRES AN ON-GOING DISCLOSURE OBLIGATION IN THE EVENT A CONFLICT ARISES DURING THE YEAR. THE FOLLOWING IS OUR PROCESS TO REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE THE POLICY: COMPLIANCE IDENTIFIES ALL COVERED PERSONS WHO MUST COMPLETE THE SURVEY AND ATTESTATION. COMPLIANCE VERIFIES THAT THE SURVEY AND ATTESTATION IS DISTRIBUTED TO THESE PERSONS. COMPLIANCE VERIFIES THAT THESE PERSONS RETURN A FULLY COMPLETED AND SIGNED SURVEY AND ATTESTATION. COMPLIANCE REVIEWS EACH COMPLETED AND SIGNED SURVEY AND ATTESTATION TO IDENTIFY ALL CONFLICTS LISTED IN THE DOCUMENT. ALL CONFLICTS, POTENTIAL CONFLICTS AND INCIDENCES OF NON-COMPLIANCE ARE REFERRED TO THE CHIEF COMPLIANCE OFFICER. THE CCO TAKES APPROPRIATE ACTION TO COMPLETELY RESOLVE ALL IDENTIFIED CONFLICTS AND INCIDENCES OF NON-COMPLIANCE.
FORM 990, PART VI, SECTION B, LINES 15A & 15B COMPENSATION OF OFFICERS OUR BOARD OF TRUSTEES DESIGNATES A COMPENSATION COMMITTEE MADE UP OF OUTSIDE BOARD MEMBERS TO ESTABLISH THE EXECUTIVE COMPENSATION PHILOSOPHY OF THE SYSTEM, AND TO REVIEW AND SET THE COMPENSATION ANNUALLY FOR THE CHIEF EXECUTIVE OFFICER AND THE SALARY PARAMETERS FOR ALL OTHER OFFICERS OF THE COMPANY. THE COMMITTEE UTILIZES THE OUTSIDE CONSULTING FIRM OF SULLIVAN COTTER AND ASSOCIATES, INC. TO PROVIDE EXPERT INFORMATION REGARDING INDUSTRY-WIDE COMPENSATION NORMS. THE COMPANY PHILOSOPHY IS TO MATCH THE MARKET ON BASE PAY IDENTIFYING THE MEDIAN. TOTAL CASH COMPENSATION IS GENERALLY GEARED TO COMPENSATION DETERMINED BY OUR CONSULTANTS TO BE AT THE 75TH PERCENTILE OF ITS PEERS.
FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS MADE AVAILABLE TO THE PUBLIC THE ORGANIZATION AND ITS AFFILIATES ARE SUBJECT TO THE OPEN RECORDS LAW IN THE STATE OF GEORGIA. THEREFORE, BY LAW, CITIZENS ARE PERMITTED TO INSPECT AND COPY ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AS MAY BE REQUESTED FROM TIME TO TIME. ADDITIONALLY, THE ORGANIZATION'S FORM 990 IS MADE READILY AVAILABLE ON THE GUIDESTAR WEBSITE. PERIODICALLY, THE ORGANIZATION PUBLISHES A COMMUNITY BENEFIT REPORT ONCE A YEAR FOR DISTRIBUTION TO THE PUBLIC. IN ACCORDANCE WITH O.C.G.A SECTION 31-7-22 AND THE GEORGIA DEPARTMENT OF COMMUNITY HEALTH'S RULES AND REGULATIONS FOR HOSPITAL TRANSPARENCY CHAPTER 111-8-41 THE APPLICABLE DOCUMENTS ARE POSTED ON THE WELLSTAR.ORG WEBSITE IN THE WELLSTAR HOSPITAL TRANSPARENT INFORMATION SECTION. UNDER ITS CONTINUING DISCLOSURE AGREEMENTS FOR PUBLIC BONDS, OUTSTANDING FINANCIAL AND STATISTICAL INFORMATION IS POSTED AND REPORTED ON EMMA.MSRB.ORG ON A QUARTERLY AND ANNUAL BASIS.
FORM 990, PART VII OFFICERS HOURS WORKED THE OFFICERS DEVOTE THEIR TIME TO ALL OF THE ORGANIZATIONS WITHIN WELLSTAR HEALTH SYSTEM THAT ARE LISTED IN SCHEDULE R, PART II. AS SUCH, THE TOTAL HOURS WORKED BY THE OFFICERS ACROSS ALL ORGANIZATIONS EXCEEDS 40 HOURS A WEEK.
FORM 990, PART VII & FORM 990, SCHEDULE J COMPENSATION ALL COMPENSATION AMOUNTS REPORTED ON FORM 990, PART VII; PART IX, LINES 5-7; AND SCHEDULE J REPRESENT COMPENSATION PROVIDED TO INDIVIDUALS THAT PROVIDE SERVICES TO THE ORGANIZATION. LIKEWISE, THE NUMBER OF EMPLOYEES REPORTED ON PART V, LINE 2A REPRESENTS THE NUMBER OF INDIVIDUALS PROVIDING SERVICES TO THE ORGANIZATION. ALL FEDERAL EMPLOYMENT TAX RESPONSIBILITIES FOR THESE INDIVIDUALS (INCLUDING FEDERAL EMPLOYMENT TAX REPORTING RESPONSIBILITIES) ARE HANDLED BY WELLSTAR HEALTH SYSTEM, INC. (EIN 58-1649541).
FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS FOR THE REPORTING PERIOD WELLSTAR HEALTH SYSTEM HAD A CHANGE IN NET ASSETS OF $251,316,711 RELATED TO TRANSFERS TO AFFILIATES AS PART OF THE ALLOCATION OF INCOME STATEMENT AND BALANCE SHEET TRANSACTIONS OVER THE YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


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SCHEDULE R
(Form 990)

(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
Open to Public Inspection
Name of the organization
WELLSTAR HEALTH SYSTEM INC
 
Employer identification number

58-1649541
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) WELLSTAR MEDICAL GROUP LLC
793 SAWYER ROAD
Marietta,GA30062
27-3818647
Healthcare GA   298,004,640 WHS Inc
 
(2) WELLSTAR PSYCHIATRY LLC
793 SAWYER ROAD
Marietta,GA30062
58-2500211
Healthcare GA   0 WHS INC
 
(3) WellStar Kennestone OBGYN 2 LLC
793 SAWYER ROAD
Marietta,GA30062
30-0355553
Healthcare GA   0 WHS INC
 
(4) WellStar Kennestone OBGYN LLC
793 SAWYER ROAD
Marietta,GA30062
58-2499183
Healthcare GA   0 WHS INC
 
(5) WellStar Medical Specialists 2 LLC
793 SAWYER ROAD
Marietta,GA30062
75-3261729
Healthcare GA   0 WHS INC
 
(6) WellStar Homecare Billing Services LLC
793 SAWYER ROAD
Marietta,GA30062
58-2479534
Healthcare GA   0 WHS INC
 
(7) Wellstar Windy Hill Apothecary Bill Srv
793 SAWYER ROAD
Marietta,GA30062
56-2511925
Healthcare GA   0 WHS INC
 
(8) Wellstar Home Health LLC
793 SAWYER ROAD
Marietta,GA30062
27-0277843
Healthcare GA   0 WHS INC
 
(9) WELLSTAR CLNCL PARTNERS MEDICARE ACOLLC
793 SAWYER ROAD
Marietta,GA30062
27-3870970
Healthcare GA   0 WHS Inc
 
(10) Wellstar Health Ventures LLC
793 SAWYER ROAD
Marietta,GA30062
45-3754932
Healthcare GA   0 WHS INC
 
(11) Wellstar IPA LLC
793 SAWYER ROAD
Marietta,GA30062
58-1649541
Insurance GA   0 WHS INC
 
(12) Wellstar Community Hospice LLC
793 SAWYER ROAD
Marietta,GA30062
13-4350580
Healthcare GA   0 WHS INC
 
(13) CATALYST BY WELLSTAR LLC
793 SAWYER ROAD
Marietta,GA30062
88-3730634
Healthcare GA   0 WHS INC
 
(14) WellStar Clinical Partners LLC
793 SAWYER ROAD
Marietta,GA30062
58-1649541
HEALTHCARE GA   0 WHS INC
 
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)COBB HOSPITAL INC
793 SAWYER ROAD

Marietta,GA30062
58-0968382
Healthcare GA 501(C)(3) 3 WHS INC
 
Yes
 
(2)DOUGLAS HOSPITAL INC
793 SAWYER ROAD

Marietta,GA30062
58-2026750
Healthcare GA 501(C)(3) 3 WHS INC
 
Yes
 
(3)KENNESTONE HOSPITAL INC
793 SAWYER ROAD

Marietta,GA30062
58-2032904
Healthcare GA 501(C)(3) 3 WHS INC
 
Yes
 
(4)PAULDING MEDICAL CENTER INC
793 SAWYER ROAD

Marietta,GA30062
58-2095884
Healthcare GA 501(C)(3) 3 WHS INC
 
Yes
 
(5)WELLSTAR FOUNDATION INC
793 SAWYER ROAD

Marietta,GA30062
58-1627413
Foundation GA 501(C)(3) 12 II WHS INC
 
Yes
 
(6)WELLSTAR NORTH FULTON HOSPITAL INC
793 SAWYER ROAD

MARIETTA,GA30062
81-0851756
HEALTHCARE GA 501(C)(3) 3 WHS INC
 
Yes
 
(7)WELLSTAR SPALDING REGIONAL HOSPITALINC
793 SAWYER ROAD

MARIETTA,GA30062
81-0864789
HEALTHCARE GA 501(C)(3) 3 WHS INC
 
Yes
 
(8)WELLSTAR SYLVAN GROVE HOSPITAL INC
793 SAWYER ROAD

MARIETTA,GA30062
81-0875069
HEALTHCARE GA 501(C)(3) 3 WHS INC
 
Yes
 
(9)WEST GEORGIA MEDICAL CENTER INC
793 SAWYER ROAD

MARIETTA,GA30062
20-5497506
HEALTHCARE GA 501(C)(3) 3 WGHS INC
 
Yes
 
(10)WEST GEORGIA HEALTH SERVICES INC
793 SAWYER ROAD

MARIETTA,GA30062
20-5497622
HEALTHCARE GA 501(C)(3) 12 II WHS INC
 
Yes
 
(11)VERNON WOODS RETIREMENT COMMUNITY INC
793 SAWYER ROAD

MARIETTA,GA30062
58-2575049
HEALTHCARE GA 501(C)(3) 10 WGHS INC
 
Yes
 
(12)WEST GEORGIA HEALTH FOUNDATION INC
793 SAWYER ROAD

MARIETTA,GA30062
20-0936376
FOUNDATION GA 501(C)(3) 12 II WGHS INC
 
Yes
 
(13)MEDICAL PARK FOUNDATION INC
793 SAWYER ROAD

MARIETTA,GA30062
58-1303478
FOUNDATION GA 501(C)(3) 7 WGHS INC
 
Yes
 
(14)WELLSTAR MCG HEALTH INC
1120 15TH STREET BA 8412

AUGUSTA,GA30912
27-2999718
HEALTHCARE GA 501(C)(3) 12 II WHS INC
 
Yes
 
(15)AU MEDICAL CENTER INC
1120 15TH STREET BA 8412

AUGUSTA,GA30912
81-0837031
HEALTHCARE GA 501(C)(3) 3 WHS INC
 
Yes
 
(16)AU MEDICAL ASSOCIATES INC
1120 15TH STREET BA 8412

AUGUSTA,GA30912
58-2144788
HEALTHCARE GA 501(C)(3) 12 II WHS INC
 
Yes
 
(17)WELLSTAR MCG HEALTH WARM SPRINGS INC
1120 15TH STREET BA 8412

AUGUSTA,GA30912
46-4824043
HEALTHCARE GA 501(C)(3) 3 WHS INC
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) KENNESTONE EAST PARKING DECK LLC

793 SAWYER ROAD
MARIETTA,GA300622222
20-0537100
PARKING GA WHS INC
 
        No 0      
(2) GRIFFIN IMAGING LLC

793 SAWYER ROAD
MARIETTA,GA300622222
IMAGING CENTER GA NA
 
                 
(3) WELLSTAR SPALD EMSSPALD 911 LLC

793 SAWYER ROAD
MARIETTA,GA300622222
OFF.BLDG/EMS GA NA
 
                 
(4) NORTH FULTON PARKING DECK LP

793 SAWYER ROAD
MARIETTA,GA300622222
PARKING GA NA
 
                 
(5) COBB SOUTH PARKING DECK LLC

793 SAWYER ROAD
MARIETTA,GA300622222
PARKING GA NA
 
                 
(6) SPALDING HEALTH SYSTEM LLC

793 SAWYER ROAD
MARIETTA,GA300622222
58-2148398
PHYS. HOSP. ORG GA WHS INC
 
        No 0      


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) COMMUNITY ASSURANCE CO

3rd Fl Barclays Hse Shedden Rd
George Town    
CJ
58-1649541
INSURANCE CJ WHS INC
 
C CORP 61,958,985 310,358,709 100.000 % Yes  
(2) WEST GEORGIA HEALTH PHYSICIANS INC

793 SAWYER ROAD
MARIETTA,GA300622222
27-5125341
PHYSICIAN PRAC GA WGHS INC
 
C CORP         No
(3) WELLSTAR HEALTH PLAN INC

793 SAWYER ROAD
MARIETTA,GA300622222
46-1922499
HEALTH INSURANCE GA WHS INC
 
C CORP     100.000 % Yes  








Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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
 
No
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
Yes
 
i Exchange of assets with related organization(s) ............................
1i
Yes
 
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
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
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
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
(1) COBB HOSPITAL INC

Q 164,524,739 ACTUAL COST
(2) DOUGLAS HOSPITAL INC

Q 48,047,817 ACTUAL COST
(3) KENNESTONE HOSPITAL INC

Q 297,647,667 ACTUAL COST
(4) PAULDING MEDICAL CENTER INC

Q 58,101,951 ACTUAL COST
(5) WELLSTAR NORTH FULTON HOSPITAL INC

Q 63,824,571 ACTUAL COST
(6) WELLSTAR SPALDING REGIONAL HOSPITAL INC

Q 38,614,427 ACTUAL COST
(7) WELLSTAR SYLVAN GROVE HOSPITAL INC

Q 5,127,861 ACTUAL COST
(8) WEST GEORGIA MEDICAL CENTER INC

Q 53,466,182 ACTUAL COST
(9) AU MEDICAL CENTER INC

Q 96,025,189 ACTUAL COST
(10) WELLSTAR MCG HEALTH WARM SPRINGS INC

Q 33,006 ACTUAL COST
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
SCHEDULE R, PART V, LINE 2 THE DOLLAR AMOUNTS REPORTED ON FORM 990, SCHEDULE R, PART V, LINE 2 FOR WELLSTAR HEALTH SYSTEM, INC. INCLUDE THE OVERHEAD ALLOCATIONS TO AFFILIATES AND CONSISTS OF THE FOLLOWING TYPES OF TRANSACTIONS AS LISTED IN LINE 1 (A-R): H) EXCHANGE OF ASSETS, I) LEASE OF FACILITIES, EQUIPMENT, OR OTHER ASSETS TO OTHER ORGANIZATION(S), J) LEASE OF FACILITIES, EQUIPMENT, OR OTHER ASSETS FROM OTHER ORGANIZATION(S), K) LEASE OF FACILITIES, EQUIPMENT, OR OTHER ASSETS FROM RELATED ORGANIZATION(S), O) SHARING OF PAID EMPLOYEES, P) REIMBURSEMENT PAID TO OTHER ORGANIZATION(S), Q) OTHER TRANSFERS OF CASH OR PROPERTY TO OTHER ORGANIZATION(S), AND R) OTHER TRANSFERS OF CASH OR PROPERTY FROM OTHER ORGANIZATION(S).
Schedule R (Form 990) (Rev. 1-2025)

Additional Data


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