2024-11-15T08:42:59-06:00 2023-12-31 454084437 WARREN AVERETT LLC 2500 ACTON ROAD BIRMINGHAM AL 35243 990 2023-01-01 582130437 THE GRADY HEALTH FOUNDATION INC GRAD 4044891550 191 PEACHTREE STREET NE 820 ATLANTA GA 30303 JOSELYN BUTLER BAKER PRESIDENT 4044891552 2024-11-13 1 0 MEGAN RANDOLPH P00989558 2059794100 2024-11-13 2023 2024-10-15 13:58:12Z JOSELYN BUTLER BAKER 191 PEACHTREE STREET NE SUITE 820 ATLANTA GA 30303 28163452 0 X WWW.GRADYHEALTHFOUNDATION.ORG X 1993 GA THE MISSION OF THE GRADY HEALTH FOUNDATION IS TO GROW BOTH PHILANTHROPIC SUPPORT AND BROAD-BASED UNDERSTANDING OF THE CRITICAL ROLE THAT GRADY HEALTH SYSTEM PLAYS IN THE METRO ATLANTA REGION. (ALSO REFERRED TO AS THE FOUNDATION OR THE ORGANIZATION.) 22 22 0 205 0 0 21203112 23266138 650301 999791 51598 674131 1533238 1298499 23438249 26238559 14696774 7327685 0 0 1951762 2127126 161300 219629 1695175 1945690 10905985 18755526 20580425 4682723 5658134 47947395 53797070 2448041 2438386 45499354 51358684 X THE MISSION OF THE GRADY HEALTH FOUNDATION IS TO GROW BOTH PHILANTHROPIC SUPPORT AND BROAD-BASED UNDERSTANDING OF THE CRITICAL ROLE THAT GRADY HEALTH SYSTEM PLAYS IN THE METRO ATLANTA REGION. OUR FOCUS IS TO ENSURE GRADY HEALTH SYSTEM HAS THE RESOURCES AND COMMUNITY SUPPORT NECESSARY TO SUSTAIN EXCELLENCE IN PATIENT CARE, FOSTER MEDICAL INNOVATION, TRAIN MEDICAL PROFESSIONALS, AND IMPROVE THE OVERALL HEALTH OF OUR COMMUNITY. 0 0 17516736 7327685 999791 GRADY HEALTH SYSTEM OFFERS A FULL-RANGE OF MEDICAL SERVICES FOR ALL SEGMENTS OF THE COMMUNITY WHILE CONTINUING TO MAINTAIN A STRONG COMMITMENT TO THE NEEDS OF THE UNDERSERVED. PHILANTHROPIC FUNDS SUPPORT THREE KEY AREAS OF THE ORGANIZATION'S WORK: CAPITAL RENOVATION, ADVANCED MEDICAL TECHNOLOGY AND EQUIPMENT, AND CLINICAL PROGRAMS. CAPITAL RENOVATIONS INCLUDE CONTINUOUS MODERNIZATION AND IMPROVEMENTS ACROSS THE GRADY HEALTH SYSTEM TO ENSURE THE CONSISTENT DELIVERY OF THE HIGHEST QUALITY OF CARE. OTHER AREAS SUPPORTED BY DONOR FUNDS INCLUDE THE GEORGIA CANCER CENTER FOR EXCELLENCE, THE CORRELL PAVILION, THE MARCUS TRAUMA CENTER, THE GRADY BURN CENTER, THE INFECTIOUS DISEASE PROGRAM, BEHAVIORAL HEALTH PROGRAMS, FOOD AS MEDICINE, AND EMERGENCY MEDICAL SERVICES. 17516736 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 37 0 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X THE ORGANIZATION 4044891550 191 PEACHTREE STREET NE STE 820 ATLANTA GA 30303 SHAN COOPER CHAIRMAN 2.00 X 0 0 0 JUSTIN BERMAN FINANCE COMMITTEE CHAIR 2.00 X 0 0 0 ANDREW DREW W EVANS BOARD MEMBER 1.00 X 0 0 0 DAVID HARTNETT BOARD MEMBER 1.00 X 0 0 0 DEISHA BARNETT BOARD MEMBER 1.00 X 0 0 0 ELIOT ARNOVITZ BOARD MEMBER 1.00 X 0 0 0 HENRY GRADY III BOARD MEMBER 1.00 X 0 0 0 HENRY WALKER BOARD MEMBER 1.00 X 0 0 0 JOHN M HAUPERT BOARD MEMBER, EX-OFFICIO MEMBER 5.00 X 0 0 0 KEN BERNHARDT BOARD MEMBER 1.00 X 0 0 0 KENNEDY HICKS BOARD MEMBER 1.00 X 0 0 0 LAURA BROWN BOARD MEMBER 1.00 X 0 0 0 MICHAEL HERTZ BOARD MEMBER 1.00 X 0 0 0 MICHAEL RENDER BOARD MEMBER 1.00 X 0 0 0 NIKKI STEPHENSON BOARD MEMBER 1.00 X 0 0 0 PASCAL R LEWIS BOARD MEMBER 1.00 X 0 0 0 PATRICE GREER BOARD MEMBER 1.00 X 0 0 0 RILEY BLOUNT BOARD MEMBER 1.00 X 0 0 0 SANDEEP SONI BOARD MEMBER 1.00 X 0 0 0 SCOTT LIGHT BOARD MEMBER 1.00 X 0 0 0 STACY G FIALKOW BOARD MEMBER 1.00 X 0 0 0 STEPHEN R HENNESSY BOARD MEMBER 1.00 X 0 0 0 JOSELYN BUTLER BAKER PRESIDENT, EX-OFFICIO MEM 40.00 X 0 470445 23700 ELIZABETH CORRELL RICHARDS DEVELOPMENT COMMITTEE CHAIR 2.00 X 0 0 0 ELLEN LANDERS GOVERNANCE COMMITTEE CHAIR 2.00 X 0 0 0 DAPHANIE COOK DIRECTOR OF FINANCE 40.00 X 0 157756 20564 NATALIE UPDIKE EXECUTIVE DIR OF DEVELOPMENT 40.00 X 0 191748 20894 JEFF ESOLA EXEC DIR OF OPS & STEWARDS 40.00 X 0 202102 14819 0 1022051 79977 0 0 1 0 MEDALIST SPORTS LLC PO BOX 415 TYRONE GA 30290 EVENT CONSULTANTS 200947 RESTAURAUNT ASSOCIATES INC 225 BAKER STREET ATLANTA GA 30313 EVENT RENTAL & CATERING 120848 FRITHS MICHEL 1080 JENNIFER OAKS DRIVE ALPHARETTA GA 30004 IT CONSULTANT 119090 COXE CURRY & ASSOCIATES 191 PEACHTREE STREET SUITE 450 ATLANTA GA 30304 FUNDRAISING CONSULTANT 117629 LAURA M HARDY 3127 LENOX ROAD NE UNIT 38 ATLANTA GA 30324 FUNDRAISING CONSULTANT 102000 5 23266138 121977 23266138 MANAGEMENT FEE 561000 963319 963319 HEALTH CARE PRESENTATION FEES 611710 36472 36472 999791 783591 783591 512935 622395 -109460 -109460 -109460 2600997 1302498 1298499 1298499 26238559 999791 0 1972630 X 7245878 7245878 81807 81807 1102028 551014 551014 1025098 128145 896953 963319 963319 45300 45300 219629 219629 13571 13571 74976 47397 27579 13919 13919 85427 85427 268598 268598 9266 9266 9409 9409 MISCELLAENOUS EXPENSE 490600 294132 196468 PATIENT ASSISTANT 131600 131600 8800000 8800000 20580425 17516736 1368514 1695175 36492934 34659971 6617642 14520717 43900 0 317441 204579 310988 302419 11667 8569 2968658 3118121 1495153 1285113 47947395 53797070 699779 894441 50000 65343 1698262 1478602 2448041 2438386 X 4305186 7544336 41194168 43814348 45499354 51358684 47947395 53797070 5658134 201196 0 X 0 1 X 1 0 X 18672772 16670889 12985243 21203112 23266138 92798154 18672772 16670889 12985243 21203112 23266138 92798154 13771237 79026917 167380 200448 27997 236116 783591 1415532 94213686 2969338 0.83880 0.77270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17613 17613 17613 17613 17613 17613 17613 42 42 17613 17613 42 42 17613 0 0 310988 302419 8569 8569 LEASE LIABILITY 1478602 1478602 27728682 201196 1302498 1503694 26224988 13571 13571 26238559 21869352 1302498 1302498 20566854 13571 13571 20580425 PART V, LINE 4: INCOME FROM THE ENDOWMENT FUND IS DESIGNATED BY THE BOARD TO BE USED TO FUND GRADY MEMORIAL HOSPITAL CORPORATION PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET FUNDRAISING GAIN/LOSS 1,302,498. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET FUNDRAISING GAIN/LOSS 1,302,498. X X X X X X 1 COXE CURRY & ASSOCIATES 191 PEACHTREE STREET SUITE 450 ATLANTA GA 30303 CONSULTING 0 0 117629 117629 LAURA HARDY 3127 LENOX ROAD NE UNIT 38 ATLANTA GA 30324 CONSULTING 0 0 102000 102000 219629 219629 GA CT FL NC NY MOVE FOR GRADY 1019913 1019913 264705 48851 448054 WHITE COAT GALA 1493010 1493010 137891 199919 67809 1 88074 88074 24612 19939 90718 2600997 2600997 427208 268709 606581 1302498 1298499 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION ENGAGED COXE CURRY & ASSOCIATES TO ASSIST WITH STRATEGIC CONSULTATION AND DIRECTION RELATED TO FUNDRAISING. COXE CURRY & ASSOCIATES DOES NOT PERFORM ANY SOLICITATION SERVICES FOR THE ORGANIZATION RELATED TO FUNDRAISING. 1 GRADY MEMORIAL HOSPITAL CORPORATION 80 JESSE HILL DRIVE ATLANTA GA 30303 262037695 501(C)(3) 7245878 0 OPERATIONAL & CAPITAL SUPPORT 1 0 EMPLOYEE EMERGENCY FUNDS 90 81807 0 N/A N/A PART I, LINE 2: THE FOUNDATION MAINTAINS DOCUMENTATION - INCLUDING INVOICES, SCHEDULES, AND APPROVALS - OF ALL FUNDS ISSUED TO GRADY MEMORIAL HOSPITAL FOR PAYMENT OR REIMBURSEMENT OF APPROVED EXPENSES. HOSPITAL MANAGERS AND OFFICERS REQUEST REIMBURSEMENT FROM THE FOUNDATION TO COVER EXPENSES RELATED TO PROGRAMS THAT ARE SPECIFIED IN DONOR RESTRICTIONS. ONCE THE REQUESTS ARE APPROVED BY THE APPROPRIATE DEPARTMENT HEADS AND VICE PRESIDENTS, THE FOUNDATION WILL REIMBURSE THE HOSPITAL FOR EXPENSES INCURRED. X X X X X 0 0 0 0 0 0 0 0 0 JOSELYN BUTLER BAKER PRESIDENT, EX-OFFICIO MEM 0 372253 0 98192 0 0 0 13200 0 10500 0 494145 0 0 JEFF ESOLA EXEC DIR OF OPS & STEWARDS 0 181205 0 20897 0 0 0 7417 0 7402 0 216921 0 0 NATALIE UPDIKE EXECUTIVE DIR OF DEVELOPMENT 0 171768 0 19980 0 0 0 7091 0 13803 0 212642 0 0 DAPHANIE COOK DIRECTOR OF FINANCE 0 141269 0 16487 0 0 0 6010 0 14554 0 178320 0 0 PART I, LINE 3 THE COMPENSATION COMMITTEE FOR THE HOSPITAL OVERSEES THE SETTING OF THE FOUNDATION'S SALARIES, INCENTIVE PAY, AND BONUSES, AS DESCRIBED IN GREAT DETAIL ON SCHEDULE O. X QUILTS/BABY CLOTHS 11 13620 FAIR MARKET VALUE X GIFT CARDS, VOUCHERS, GIFT CERTIFICATES 2 6230 FAIR MARKET VALUE X FOOD 5 2127 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY OUR PUBLIC ACCOUNTING FIRM, WARREN AVERETT, BASED ON THE INFORMATION PROVIDED BY THE ORGANIZATION. IT IS THEN REVIEWED BY THE GRADY HEALTH SYSTEM FOUNDATION DIRECTOR OF FINANCE, PRESIDENT, AND THE FINANCE COMMITTEE OF THE BOARD. ONCE ALL COMMENTS AND QUESTIONS ON THE RETURN ARE ADDRESSED, THE FORM 990 IS SIGNED BY THE PRESIDENT, DISTRIBUTED TO THE ORGANIZATION'S BOARD OF DIRECTORS, AND FILED WITH THE IRS AND THE STATE OF GEORGIA. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION FOLLOWS THE SAME GUIDELINES AND POLICIES AS GRADY HEALTH SYSTEM IN ALL ASPECTS, INCLUDING THOSE OF CONFLICT OF INTEREST. THE FOUNDATION'S BASIC PHILOSOPHY AND BELIEF IS THAT SOUND BUSINESS PRACTICES START WITH AN ABSOLUTE COMMITMENT FROM EACH EMPLOYEE TO ACT ETHICALLY IN CARRYING OUT THE FOUNDATION'S BUSINESS, AND TO COMPLY WITH THE LAWS AND REGULATIONS THAT IMPACT THE OPERATIONS OF THE ORGANIZATION. THUS, THE FOUNDATION'S MANAGEMENT MUST AVOID PARTICIPATING IN ACTIVITIES THAT CREATE OR APPEAR TO CREATE A CONFLICT OF INTEREST. THE CONFLICT OF INTEREST POLICY REQUIRES THAT ALL MANAGEMENT EMPLOYEES AND BOARD MEMBERS REAFFIRM THEIR LACK OF CONFLICT OF INTEREST BY COMPLETING A NEW CONFLICT OF INTEREST POLICY FORM ON AN ANNUAL BASIS. THE FORMS ARE MAINTAINED AT THE GRADY HEALTH SYSTEM BY THE COMPLIANCE OFFICER'S OFFICE. FORM 990, PART VI, SECTION B, LINE 15 THE GRADY HEALTH FOUNDATION DOES NOT PAY ANY EMPLOYEES OR OFFICERS DIRECTLY. THE OFFICERS AND EMPLOYEES OF GRADY HEALTH FOUNDATION ARE COMPENSATED BY GRADY MEMORIAL HOSPITAL CORPORATION, A RELATED 501(C)(3) ORGANIZATION. THE BOARD OF DIRECTORS OF GRADY MEMORIAL HOSPITAL CORPORATION ARE RESPONSIBLE FOR REVIEWING AND APPROVING EMPLOYMENT CONTRACTS AND COMPENSATION LEVELS FOR THE ORGANIZATION'S OFFICERS. THE PROCESS FOR DETERMINING COMPENSATION FOR OFFICERS, KEY EMPLOYEES, AND ALL OTHER EMPLOYEES OF THE FOUNDATION IS GOVERNED BY THE HOSPITAL'S COMPENSATION COMMITTEE CHARTER. THE HOSPITAL'S COMPENSATION COMMITTEE REVIEWS EACH EXECUTIVE OFFICER'S AND KEY EMPLOYEE'S PERFORMANCE AND DETERMINES EACH EMPLOYEE'S SALARY, INCENTIVE PAY, AND EMPLOYEE BENEFITS. THE COMMITTEE ALSO PROVIDES GUIDANCE ON GENERAL COMPENSATION PRACTICES FOR ALL EMPLOYEES OF THE ORGANIZATION IN PART BY REVIEWING COMPARABLE COMPENSATION DATA FROM SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ESTABLISHING AND CARRYING OUT REASONABLE COMPENSATION PRACTICES THAT GUARD AGAINST POSSIBLE OCCURRENCE OF PRIVATE INUREMENT. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS FORMS 990 AVAILABLE ON THE SAME DAY, IF REQUESTED IN PERSON, OR WITHIN 30 DAYS IF REQUESTED VIA MAIL, E-MAIL, FACSIMILE OR PRIVATE DELIVERY TO THE PRESIDENT'S OFFICE. AVAILABILITY OF OTHER DOCUMENTS SUCH AS OUR GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND OUR FINANCIAL STATEMENTS FOLLOW THE SAME DISCLOSURE POLICY AND THE SAME TURNAROUND TIMES. ALL OF THESE DOCUMENTS ARE PROVIDED BY THE FOUNDATION TO ALL REQUESTERS FREE OF CHARGE AND WITHOUT ANY EXPLANATIONS OF THE REASONS FOR THE REQUEST. FORM 990, PART IX, LINE 24E FULTON DEKALB HOSPITAL AUTHORITY - CASS $8,800,000 OTHER EXPENSES THE CORRELL PAVILION, FORMALLY CALLED THE CENTER FOR ADVANCED SURGICAL SERVICES (CASS), PROJECT AT THE GRADY HEALTH SYSTEM (GHS) BEGAN IN 2016. THE PROJECT WAS FUNDED BY THE COUNTY AND PHILANTHROPIC CONTRIBUTIONS. THE FOUNDATION TRANSFERRED PHILANTHROPIC FUNDS OF $8,800,000 TO THE FULTON-DEKALB HOSPITAL AUTHORITY (FDHA) IN 2023 FOR THE SUPPORT OF THE CASS PROJECT. FDHA HELD THE FUNDS IN TRUSTEE. GHS REQUESTED FUNDS FROM FDHA AS CONSTRUCTION COSTS WERE INCURRED. GRADY MEMORIAL HOSPITAL CORPORATION 80 JESSE HILL JR DR ATLANTA GA 30303 262037695 HEALTHCARE GA 501(C)(3) 3 N/A 0 GRADY WIC INC 80 JESSE HILL JR DR ATLANTA GA 30303 821799159 NMTC GA 501(C)(2) GMHC 0 GRADY PONCE INC 80 JESSE HILL JR DR ATLANTA GA 30303 873600624 NMTC GA 501(C)(2) GMHC 0 GRADY CASS INC 80 JESSE HILL JR DR ATLANTA GA 30303 852828602 NMTC GA 501(C)(2) GMHC 0 RELIANT EMERGENCY SPECIALTIES 745 MEMORIAL DR SE ATLANTA GA 30316 FLEET MAINTENANCE GA GMHC C 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 GRADY MEMORIAL HOSPITAL CORPORATION B 7245878 FMV GRADY MEMORIAL HOSPITAL CORPORATION L 2647016 FMV