Form 990 for tax year 2023
Filed by CHILDRENS HEALTHCARE OF ATLANTA INC.
Totals
- Total revenue
- $145,608,908
- Total expenses
- $31,110,972
- Contributions and grants received
- $0
- Grants paid
- $0
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $31,110,972
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $0
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DONNA HYLAND
PRESIDENT & CEO - CHOA
- Total calculated
- $2,537,820
- From this org
- $2,076,341
- From related orgs
- $0
- Other
- $461,479
- Hours/week
- 41 + 11 related
Schedule J breakdown matched by us
- Base
- $1,428,486
- Bonus
- $593,047
- Other
- $54,808
- Deferred
- $432,883
- Nontaxable benefits
- $28,596
- Filer's total
- $2,537,820
-
JAMES FORTENBERRY MD
CHIEF MEDICAL OFFICER
- Total calculated
- $1,426,645
- From this org
- $1,254,944
- From related orgs
- $0
- Other
- $171,701
- Hours/week
- 40 + 11 related
Schedule J breakdown matched by us
- Base
- $550,817
- Bonus
- $190,599
- Other
- $513,528
- Deferred
- $141,342
- Nontaxable benefits
- $30,359
- Filer's total
- $1,426,645
-
RUTH FOWLER
CFO/TREASURER
- Total calculated
- $1,385,604
- From this org
- $1,181,662
- From related orgs
- $0
- Other
- $203,942
- Hours/week
- 41 + 11 related
Schedule J breakdown matched by us
- Base
- $766,488
- Bonus
- $245,488
- Other
- $169,686
- Deferred
- $177,733
- Nontaxable benefits
- $26,209
- Filer's total
- $1,385,604
-
RONALD FRIESON
CHIEF OPERATING OFFICER
- Total calculated
- $1,350,561
- From this org
- $1,146,954
- From related orgs
- $0
- Other
- $203,607
- Hours/week
- 40 + 11 related
Schedule J breakdown matched by us
- Base
- $752,615
- Bonus
- $242,408
- Other
- $151,931
- Deferred
- $175,689
- Nontaxable benefits
- $27,918
- Filer's total
- $1,350,561
-
DAVID WRUBEL MD
INDV TRUSTEE/NEUROSURGEON
- Total calculated
- $1,173,220
- From this org
- $0
- From related orgs
- $1,115,590
- Other
- $57,630
- Hours/week
- 1 + 51 related
Schedule J breakdown matched by us
- Base
- $0 + $995,924 related
- Bonus
- $0 + $82,880 related
- Other
- $0 + $36,786 related
- Deferred
- $0 + $22,350 related
- Nontaxable benefits
- $0 + $35,280 related
- Filer's total
- $0 + $1,173,220 related
-
MUTHU MUTHIAH
CHIEF INVESTMENT OFFICER
- Total calculated
- $1,155,874
- From this org
- $1,118,886
- From related orgs
- $0
- Other
- $36,988
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $647,971
- Bonus
- $469,480
- Other
- $1,435
- Deferred
- $22,150
- Nontaxable benefits
- $14,838
- Filer's total
- $1,155,874
-
LINDA MATZIGKEIT
CHIEF ADMIN OFFICER
- Total calculated
- $1,111,696
- From this org
- $946,996
- From related orgs
- $0
- Other
- $164,700
- Hours/week
- 40 + 10 related
Schedule J breakdown matched by us
- Base
- $601,389
- Bonus
- $187,546
- Other
- $158,061
- Deferred
- $139,796
- Nontaxable benefits
- $24,904
- Filer's total
- $1,111,696
-
JEREMY MELLER
CHIEF INFORMATION OFFICER
- Total calculated
- $834,410
- From this org
- $686,718
- From related orgs
- $0
- Other
- $147,692
- Hours/week
- 40 + 10 related
Schedule J breakdown matched by us
- Base
- $488,344
- Bonus
- $158,275
- Other
- $40,099
- Deferred
- $119,602
- Nontaxable benefits
- $28,090
- Filer's total
- $834,410
-
DAVID FENSTERMACHER
SVP GENERAL COUNSEL/SECRETARY
- Total calculated
- $589,060
- From this org
- $538,752
- From related orgs
- $0
- Other
- $50,308
- Hours/week
- 11 + 41 related
Schedule J breakdown matched by us
- Base
- $413,351
- Bonus
- $102,671
- Other
- $22,730
- Deferred
- $17,950
- Nontaxable benefits
- $32,358
- Filer's total
- $589,060
-
SRIKANT IYER
Chief Quality Officer
- Total calculated
- $499,016
- From this org
- $458,691
- From related orgs
- $0
- Other
- $40,325
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $343,858
- Bonus
- $90,081
- Other
- $24,752
- Deferred
- $18,957
- Nontaxable benefits
- $21,368
- Filer's total
- $499,016
-
JON POPLER MD
INDV TRUSTEE/PULMONOLOGIST
- Total calculated
- $474,856
- From this org
- $0
- From related orgs
- $418,385
- Other
- $56,471
- Hours/week
- 1 + 51 related
Schedule J breakdown matched by us
- Base
- $0 + $366,277 related
- Bonus
- $0
- Other
- $0 + $52,108 related
- Deferred
- $0 + $14,613 related
- Nontaxable benefits
- $0 + $41,858 related
- Filer's total
- $0 + $474,856 related
-
JOHN DOLFIN
INVESTMENT DIRECTOR
- Total calculated
- $448,683
- From this org
- $399,354
- From related orgs
- $0
- Other
- $49,329
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $315,906
- Bonus
- $81,749
- Other
- $1,699
- Deferred
- $15,638
- Nontaxable benefits
- $33,691
- Filer's total
- $448,683
-
LUCKY JAIN
PEDS IN CHIEF ACADEMIC OFFICER
- Total calculated
- $420,558
- From this org
- $396,032
- From related orgs
- $0
- Other
- $24,526
- Hours/week
- 10 + 41 related
Schedule J breakdown matched by us
- Base
- $322,380
- Bonus
- $61,800
- Other
- $11,852
- Deferred
- $21,510
- Nontaxable benefits
- $3,016
- Filer's total
- $420,558
-
TRISHA HARDY
VP Human Resources
- Total calculated
- $419,392
- From this org
- $366,047
- From related orgs
- $0
- Other
- $53,345
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $287,852
- Bonus
- $71,237
- Other
- $6,958
- Deferred
- $15,218
- Nontaxable benefits
- $38,127
- Filer's total
- $419,392
-
MICHAEL BANNA
VP Strategic & Finan Planning
- Total calculated
- $416,263
- From this org
- $377,857
- From related orgs
- $0
- Other
- $38,406
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $303,252
- Bonus
- $72,421
- Other
- $2,184
- Deferred
- $15,319
- Nontaxable benefits
- $23,087
- Filer's total
- $416,263
-
TIM WHITEHEAD
VP MARKETING & COMMUNICATIONS
- Total calculated
- $409,663
- From this org
- $380,599
- From related orgs
- $0
- Other
- $29,064
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $307,197
- Bonus
- $69,358
- Other
- $4,044
- Deferred
- $15,299
- Nontaxable benefits
- $13,765
- Filer's total
- $409,663
-
DANIEL SALINAS MD
FMR CHIEF OF CMTY CLINICAL INT
- Total calculated
- $206,601
- From this org
- $197,047
- From related orgs
- $0
- Other
- $9,554
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $14,735
- Bonus
- $0
- Other
- $182,312
- Deferred
- $9,150
- Nontaxable benefits
- $404
- Filer's total
- $206,601
-
TODD LUSK
FMR MANAGING DIR-INVESTMENT OP
- Total calculated
- $104,950
- From this org
- $104,950
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $14,297
- Bonus
- $0
- Other
- $90,653
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $104,950
-
MARK GILREATH
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MARK CHANCY
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
STEPHANIE BLANK
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
PAUL BOWERS
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
PAUL BROWN
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MICHAEL COTE
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ALLISON DUKES
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
SARAH FANNING
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ERNEST GREER
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
BABETTE HENAGAN
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
TOMMY HOLDER
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JOCELYN HUNTER
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ANDRES IRLANDO
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
STEPHANIE JERNIGAN MD
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MARK KAUFFMAN
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JENNA KELLY
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
WONYA LUCAS
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
HALA MODDELMOG
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
BEATRIZ PEREZ
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ASIF RAMJI
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JEFF SEAMAN
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
EDWIN SMITH MD
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
TRISTAN WALKER
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · First-class or charter travel
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
Answered no
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SCHEDULE J, PART I, LINE 1A
- PURSUANT TO THE ORGANIZATION'S TRAVEL AND REIMBURSEMENT POLICY, THE CHIEF EXECUTIVE OFFICER (CEO) IS ENTITLED TO TRAVEL FIRST CLASS OR BUSINESS CLASS ON FLIGHTS LONGER THAN TWO HOURS TO ENABLE THE CEO TO GET WORK DONE MORE EFFICIENTLY AND EFFECTIVELY ON LONGER FLIGHTS. HOWEVER, THE CEO MUST GIVE STRONG CONSIDERATION TO THE FINANCIAL IMPLICATIONS OF TRAVELING FIRST OR BUSINESS CLASS. IN ADDITION, THE CHIEF INVESTMENT OFFICER (CIO) IS ENTITLED TO TRAVEL FIRST CLASS OR BUSINESS CLASS DUE TO FREQUENT INTERNATIONAL TRAVEL. CHILDREN'S DOES NOT TREAT THE PAYMENTS FOR FIRST CLASS TRAVEL AS TAXABLE TO THE CEO AND CIO GIVEN THE BUSINESS PURPOSE ASSOCIATED WITH SUCH FLIGHTS.
- SCHEDULE J, PART I, LINE 4A
- TODD LUSK RECEIVED SEVERANCE IN THE AMOUNT OF $90,653.
- SCHEDULE J, PART I, LINE 4B
- IN 2016, THE COMPENSATION AND BENEFITS COMMITTEE ELECTED TO OFFER AN UPDATED ADDITIONAL RETIREMENT PLAN TO CERTAIN EXECUTIVES. THE BOARD APPROVED THIS RECOMMENDATION IN EARLY 2017. THE APPROVED PLAN CALLED FOR A NINE YEAR VESTING PERIOD FOR THE CEO AND A FOUR YEAR VESTING PERIOD FOR ALL OTHER PARTICIPANTS, AFTER WHICH PAYOUT TO PARTICIPANTS WOULD BE MADE AS OUTLINED IN THE PLAN DOCUMENTS. IN ADDITION, NON-CEO PARTICIPANTS WILL AUTOMATICALLY VEST ONCE THE PARTICIPANT REACHED TARGETED RETIREMENT DATE. BELOW ARE THE PARTICIPANTS AND THE TOTAL AMOUNT CONTRIBUTED TO THE PLAN DURING 2023: DONNA HYLAND - $ 410,533 RUTH FOWLER - $ 155,383 LINDA MATZIGKEIT - $ 118,582 RONALD FRIESON - $ 153,339 JEREMY MELLER - $ 100,181 JAMES FORTENBERRY - $ 119,756 BELOW ARE THE PARTICIPANTS AND THE TOTAL AMOUNT DISTRIBUTED FROM THE PLAN DURING 2023: RUTH FOWLER - $ 120,496 LINDA MATZIGKEIT - $ 137,875 RONALD FRIESON - $ 98,410 JAMES FORTENBERRY - $ 456,254 DANIEL SALINAS - $ 182,151
- SCHEDULE J, PART I, LINES 6A & 6B
- EXECUTIVES ARE ELIGIBLE FOR AN ANNUAL INCENTIVE, WHICH INCLUDES A MEASUREMENT FOR ACHIEVEMENT OF BUDGETED OPERATING CASH FLOW MARGIN. THESE INCENTIVES ARE CALCULATED AS A CERTAIN PERCENTAGE OF THE EXECUTIVE'S BASE COMPENSATION APPROVED BY THE COMPENSATION AND BENEFITS COMMITTEE.
- SCHEDULE J, PART II
- EMPLOYEES OF CHILDREN'S HEALTHCARE OF ATLANTA, INC. (CHILDREN'S) HAVE THE OPTION TO PARTICIPATE IN THE 403(B) RETIREMENT PLAN OFFERED BY THE ORGANIZATION. CHILDREN'S PROVIDES AN ANNUAL DISCRETIONARY CONTRIBUTION IN A 401(A) RETIREMENT PLAN FOR EMPLOYEES WHO WORK AT LEAST 1,000 HOURS IN THE CALENDAR YEAR AND ARE EMPLOYED ON 12/31/2023. ALL INDIVIDUALS ARE EMPLOYEES OF CHILDREN'S HEALTHCARE OF ATLANTA, INC. (THE "PARENT" EIN 58-2367819) WITH CHILDREN'S HEALTHCARE OF ATLANTA GROUP (THE "GROUP" EXEMPTION NUMBER 5857) ACTING AS THE COMMON PAYROLL AGENT FOR THE PARENT AND ALL ENTITIES WITHIN THE GROUP.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · HOSPITAL · GA · controlled entity
Directly controlled by CHOA INC
-
SCOTTISH RITE CHILDREN'S MEDICAL CENTER
501(c)(3) · HOSPITAL · GA · controlled entity
Directly controlled by CHOA INC
-
CHILDREN'S HEALTHCARE OF ATLANTA FDN
501(c)(3) · FUNDRAISING · GA · controlled entity
Directly controlled by CHOA INC
-
501(c)(3) · PED HLTH SVCS · GA · controlled entity
Directly controlled by CHOA INC
-
501(c)(3) · PHYS CARE/MGT · GA · controlled entity
Directly controlled by CHOA INC
-
CHILDREN'S PHYSICIAN GROUP INC
501(c)(3) · PHYS CARE/MGT · GA · controlled entity
Directly controlled by CHOA INC
-
501(c)(3) · MGMT & ADM SV · GA · controlled entity
Directly controlled by AMBH
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413199349309821
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