EMORY GROUP RETURN

EIN: 900790361 501(c)(3) Education

ATLANTA, GA

Total Revenue
$4,083,097,355
Total Expenses
$4,463,914,977
Total Assets
$2,269,633,717
Net Assets
$-2,120,056,751
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Legal Domicile
GA
Phone
4046862819
Tax Period
2023-09-01 to 2024-08-31

EMORY GROUP RETURN is a large national nonprofit in the Education sector that reported $4.1B in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

COORDINATED INTEGRATED HEALTH SYSTEM SEE SCHEDULE O.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $435,222
Program Service Revenue $3,694,614,968
Investment Income $-10,025,420
Other Revenue $398,072,585
TOTAL REVENUE $4,083,097,355

Expense Breakdown

Grants Paid $30,000
Salaries & Benefits $2,603,033,282
Fundraising Expenses $0
Program Expenses $4,258,629,473
Other Expenses $1,860,851,695
TOTAL EXPENSES $4,463,914,977

Year-over-Year Comparison

2023 2022 Change
Revenue $4,083,097,355 $3,508,568,655 +0.2%
Expenses $4,463,914,977 $3,995,036,959 +0.1%
Net Income $-380,817,622 $-486,468,304 -0.2%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
120
Independent Members
47
Employees
29112
Volunteers
1800

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
18
$17,735,973
Total Directors
94
$44,048,683
Key Employees
10
$8,351,782
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BETH JANSA Board Member & Officer - Secretary (DF) 1.0
Officer Director
$121,754 $8,869 $130,623
CARLOS DEL RIO MD Board Member (ECC,EHC,EMCF,TEC) ; Officer - Interim Chief Academic Officer 4.0
Officer Director
$24,497 $42,674 $1,052,423
CATHERINE BONK MD Board Member (EHC) ; Officer Vice Chair (DRHS,DMC,DHR) 4.0
Officer Director
$0 $0 $0
CHRISTOPHER AUGOSTINI See Schedule J, Part III 4.0
Officer Director
$0 $359,028 $3,207,761
Davis Clyde Stewart Board Member (DRHS,DF); Officer -Chair (DF) 3.0
Officer Director
$0 $0 $0
Ernest Ngirimana Board Member (TEC); CFO (TEC) 61.0
Officer Director
$0 $0 $0
Gregory Levett Sr Board Member (EHC,DRHS,DMC,DHR); Secretary (DRHS, DMC, DHR) 4.0
Officer Director
$0 $0 $0
JEN SCHUCK Board Member (WWC,DF) Board Member & CEO (DMC,DHR,DRHS) 69.0
Officer Director
$602,565 $112,304 $714,869
Joon S Lee MD SEE SCHEDULE J, PART III 34.0
Officer Director
$2,494,860 $320,856 $2,815,716
Penny Castellano MD Board Member (EHC,TEC) Officer (TEC) 62.0
Officer Director
$716,852 $194,491 $930,473
Ravi Thadhani MD MPH See Schedule J, Part III 5.0
Officer Director
$640,000 $66,575 $5,787,179
LISA URBISTONDO Board Member (DF) and CFO Regional Hospital Division (EHC) 66.0
Director Key Emp
$384,109 $10,562 $394,671
AARON LAY MD Board Member (EMCF) 1.0
Director
$248,766 $78,666 $575,545
ALLEN D BECK MD Board Member (TEC, EMCF) 2.0
Director
$631,736 $62,715 $905,321
ALLISON DYKES JOHNSON BOARD MEMBER (ESJ) 1.0
Director
$0 $70,733 $1,018,578
AUGUSTINE CONDUAH MD Board Member (DRHS,DMC,DF) 63.0
Director
$1,404,416 $70,185 $1,475,319
Benjamin R Carter Board Member (ESJ) 1.0
Director
$0 $0 $0
Benjamin Stoff MD Board Member (EMCF) 51.0
Director
$346,567 $70,447 $478,083
Bill Allen Board Member (SJHA) 1.0
Director
$0 $0 $0
Bruce Simmons Board Member (SJHA) 1.0
Director
$0 $0 $0
BRYCE GARTLAND MD Board Member (WWC,ESJ,DF) 33.0
Director
$2,536,449 $264,688 $2,801,137
CATHERINE MALONEY Board Member (WWC) 1.0
Director
$0 $59,331 $380,577
Christine Roth MD Board Member (EMCF) 51.0
Director
$0 $27,770 $193,895
Clementino Arturo Solares Rivera MD Board Member (EMCF) 51.0
Director
$558,159 $77,348 $711,602
Cynthia M Sanborn Board Member (EHC) 1.0
Director
$0 $0 $0
Daniel J Thompson Jr Board Member (DF) 1.0
Director
$0 $0 $0
DANIEL L BARROW MD Board Member (EMCF) 31.0
Director
$1,603,465 $64,922 $1,971,792
Daniel P Isacksen Board Member (ESJ) 1.0
Director
$0 $0 $0
David E Gevertz Board Member (DF) 1.0
Director
$0 $0 $0
David Fitzgerald Board Member (ESJ,SJHA) 2.0
Director
$0 $0 $0
David Jollay Board Member (DRHS) 1.0
Director
$0 $0 $0
DAVID KOOBY MD Board Member (SJHA) 51.0
Director
$636,400 $53,211 $689,663
David Propp MD Board Member (TEC) 51.0
Director
$239,981 $63,480 $304,340
DAVID RANSOM MD Board Member (DHR) 61.0
Director
$315,110 $48,662 $363,772
DAVID W WRIGHT MD Board Member (EMCF,TEC) 32.0
Director
$405,830 $85,224 $879,822
Donald Boykin Board Member (EHC) 1.0
Director
$0 $0 $0
Donald E Smith Jr Board Member - Chair (DRHS, DMC, DHR) 3.0
Director
$0 $0 $0
DONNA BERGESON Board Member (SJHA) 1.0
Director
$0 $0 $0
E Thomas Andrews Board Member (ESJ) 1.0
Director
$0 $0 $0
EDWARD LIN MD Board Member (EHC) 1.0
Director
$582,012 $63,102 $645,866
ELLEN A BAILEY Board Member (EHC, TEC, ESJ) 3.0
Director
$0 $0 $0
George Birdsong MD Board Member (EMCF) 1.0
Director
$8,669 $63,892 $479,962
Gregory J Vaughn Board Member (ESJ) 1.0
Director
$0 $0 $0
HEATHER DEXTER Board Member (SJHA, ESJ, DRHS) 66.0
Director
$844,453 $176,793 $1,021,246
J Neal Purcell Board Member (EHC) 1.0
Director
$0 $0 $0
JAN KENNEDY MD Board Member (DMC) 1.0
Director
$0 $0 $0
Jane Gerety Board Member (EHC) 1.0
Director
$0 $0 $0
Jeanne Landry Board Member (SJHA) 51.0
Director
$273,732 $65,582 $340,014
JOHN F SWEENEY MD Board Member (EMCF,SJHA,EHC) 53.0
Director
$1,124,077 $76,652 $1,383,496
JOHN G RICE Board Member (Chair EHC) 2.0
Director
$0 $0 $0
John Haupert MD Board Member (EMCF) 1.0
Director
$0 $0 $0
JOHN T GLOVER Board Member (EHC) 1.0
Director
$0 $0 $0
Kathryn Lawler Board Member (SJHA,ESJ) 2.0
Director
$0 $0 $0
Kevin Brenan Board Member (ESJ) 1.0
Director
$0 $0 $0
Loretta Jackson Brown Board Member (DRHS) 1.0
Director
$0 $0 $0
LUCKY JAIN MD Board Member (ECC) 1.0
Director
$0 $41,790 $423,115
Malik R Karimi Board Member (DF) 1.0
Director
$0 $0 $0
Mark Hinrichs MD Board Member (EMCF) 1.0
Director
$19,455 $42,017 $395,713
MATT WAIN Board Member (ESJ) 35.0
Director
$285,518 $205,601 $1,211,342
MATTHEW HOGAN MD Board Member (DF,DRHS,DMC,DHR) 64.0
Director
$322,271 $56,411 $380,160
MICHAEL FRANKEL MD Board Member (EMCF) 61.0
Director
$0 $54,530 $596,039
Michael German Board Member (DF) 1.0
Director
$0 $0 $0
MICHAEL WALDMAN Board Member (DRHS) 61.0
Director
$648,866 $56,188 $706,559
MITCHELL BLASS MD Board Member (SJHA) 1.0
Director
$0 $0 $0
Nancy S Paris Board Member (EHC,SJHA) 2.0
Director
$0 $0 $0
Natalie Holly-Purviance Board Member (DF) 1.0
Director
$0 $0 $0
NICOLE FRANKS MD Board Member (EHC) 1.0
Director
$158,395 $69,597 $608,017
Paul DeSandre MD Board Member (EMCF) 1.0
Director
$0 $58,371 $403,077
Philip Coletti Board Member (ESJ,SJHA) 2.0
Director
$0 $0 $0
R Charles Shufeldt Board Member (EHC) 1.0
Director
$0 $0 $0
RAVI BELLAMKONDA Board Member (EI) 1.0
Director
$0 $201,476 $1,263,340
Ravi Rajani MD Board Member (EMCF) 51.0
Director
$0 $42,327 $625,236
Reshma Jagsi MD Board Member (EMCF) 31.0
Director
$619,347 $48,654 $1,038,790
Robert Fitzgerald Board Member (SJHA) 1.0
Director
$0 $0 $0
ROBERT WILSON Board Member (DRHS, DMC, DHR, DF) 44.0
Director
$156,042 $55,188 $211,930
Robert Winborne Board Member (ESJ) 1.0
Director
$0 $0 $0
Rochester Anderson Jr Board Member (ESJ) 36.0
Director
$692,345 $122,778 $815,123
Rosalia Thomas Board Member (SJHA) 1.0
Director
$0 $0 $0
RUSSELL R FRENCH Board Member (EHC) 1.0
Director
$0 $0 $0
Sam A Williams Board Member (EHC) 1.0
Director
$0 $0 $0
Sandra L Wong MD MS Board Member (EHC,EMCF,TEC,ECC) 4.0
Director
$0 $0 $0
SHARON PAPPAS Board Member (WWC) 31.0
Director
$728,357 $122,468 $850,825
SHAWN TRITT MD Board Member (ESJ) 51.0
Director
$577,945 $69,964 $649,614
Sister Angela Ebberwein Board Member (SJHA) 1.0
Director
$0 $0 $0
Sister Margaret Beatty Board Member (SJHA) 1.0
Director
$0 $0 $0
Sofia Khan Iqbal MD Board Member (DF,DRHS,DMC,DHR) 4.0
Director
$0 $0 $0
Sophia Khan MD Board Member (DRHS, DMC, DHR) 3.0
Director
$0 $0 $0
SUSMITA PARASHAR MD Board Member (TEC) 51.0
Director
$457,606 $31,692 $489,326
TAMMIE QUEST MD Board Member (TEC) 51.0
Director
$443,860 $71,698 $646,532
THOMAS D BELL JR Board Member (EHC) 1.0
Director
$0 $0 $0
Thomas I Barkin Board Member (EHC,ESJ) 2.0
Director
$0 $0 $0
TINA-ANN K THOMPSON Board Member (EHC,DF) 52.0
Director
$396,700 $32,407 $466,755
TOM McGAHAN MD Board Member (SJHA) 61.0
Director
$551,165 $62,201 $613,445
WILLIAM A BROSIUS Board Member (EHC) 1.0
Director
$0 $0 $0
Anthony Masciotra COO (TEC) 60.0
Officer
$731,823 $43,890 $776,538
ASHLEY HOFFMAN Officer - Secretary (TEC) 45.0
Officer
$0 $61,832 $271,399
CHARLES MICHAEL CASSIDY Officer - President (EI) 1.0
Officer
$0 $46,616 $289,415
Elizabeth Clark-Morrison Officer - Secretary (EHC,SJHA,ESJ) 3.0
Officer
$0 $52,331 $458,100
JEFF BAXTER Former Officer - Secretary (ESJ, SJHA, EHC) 30.0
Officer
$82,929 $46,926 $625,550
LIZ McCARTY Officer (Sec/Treasurer) (ECC) 40.0
Officer
$0 $37,082 $357,135
MELINDA SIMON Secretary (EI) 0.0
Officer
$0 $57,572 $318,792
Alistair Erskine MD MBAFAMIA Chief Information and Digital Officer (EHC) 35.0
Key Emp
$215,000 $239,069 $2,622,052
Divya Matai VP CFO (SJHA,EJC) 65.0
Key Emp
$383,533 $40,617 $424,150
Heather Redrick COO (EJC) 60.0
Key Emp
$288,712 $55,619 $344,331
Kevin ANDREWS COO (SJHA) 60.0
Key Emp
$361,483 $47,189 $408,672
Laura Belsinger Greaves VP Financial Planning & Analysis (EHC) 65.0
Key Emp
$105,808 $34,979 $322,928
LIZ DAUNT-SAMFORD CFO University Hospital Division (EHC) 0.0
Key Emp
$45,900 $47,182 $432,880
MARILYN MARGOLIS CEO (EJC) 65.0
Key Emp
$810,917 $52,544 $863,461
PATRICK HAMMOND Chief Market Services Officer (EHC) 35.0
Key Emp
$868,931 $155,860 $1,024,791
WILLIAM BORNSTEIN MD CMO AND CQPSO (EHC) 35.0
Key Emp
$1,345,142 $168,704 $1,513,846
FAIZ U AHMAD MD PHYSICIAN 60.0
Highest
$2,159,669 $76,751 $2,645,406
JOHN M RHEE MD Physician 60.0
Highest
$1,910,439 $61,810 $1,972,301
JOHN W XEROGEANES MD Physician 60.0
Highest
$2,752,485 $63,049 $2,815,586
PAUL J CHAI MD Physician 0.0
Highest
$0 $49,949 $2,237,000
SHERVIN OSKOUEI MD Physician 60.0
Highest
$2,310,594 $62,840 $2,373,462
ADEDAPO ODETOYINBO MD Former Board Member (ESJ) 0.0
$11,280 $0 $11,280
ALLAN I LEVEY MD Former Board Member (EMCF) 10.0
$43,796 $57,227 $843,061
ANNE MARIE McKENZIE BROWN MD Former Board Member (EHC) 60.0
$521,596 $54,191 $583,933
BILL McDONALD MD Former Board Member (EMCF) 0.0
$260,198 $71,153 $765,800
BRADLEY HAWS Former Officer Treasurer (ESJ) 35.0
$1,644,527 $47,504 $1,692,031
CARLA CHANDLER Former Board Member (WWC) 31.0
$657,418 $20,809 $678,227
Constance Nagle Former Officer - Secretary (EMCF) 0
$0 $42,224 $365,025
DANE PETERSON SEE SCHEDULE J, PART III 30.0
$3,180,816 $494,418 $3,675,234
DAVID STEPHENS MD See Schedule J, Part III 25.0
$504,785 $40,402 $1,188,775
DOUGLAS E MATTOX MD Former Board Member (EMCF) 30.0
$783,579 $63,011 $912,488
ELISABETH NARK Former Board Member (DF) 0
$0 $45,640 $186,908
GUIDO SILVESTRI MD Former Board Member (EMCF) 0.0
$243,949 $46,480 $821,150
IRA HOROWITZ MD Former Board Member (EHC, TEC) 30.0
$1,602,665 $56,608 $1,743,561
JAN LOVE Former Board Member (EI) 0
$0 $43,745 $511,810
JONATHAN S LEWIN MD SEE SCHEDULE J, PART III 0.0
$875,074 $310,198 $2,022,985
LAURA ASPEY MD Former Board Member (EMCF) 0
$0 $46,458 $324,026
LILICIA BAILEY Former Chief HR Officer (EHC) 35.0
$476,643 $132,809 $609,452
MICHAEL LINDSAY MD Former Board Member (EMCF) 0
$0 $54,615 $535,929
RAOUL MAYER Former Board Member (DF) 40.0
$422,372 $58,303 $480,675
RAPHAEL GERSHON MD Former Board Member (EMCF) 0
$0 $63,993 $629,550
ROBERT ANDREW SWERLICK MD Former Board Member (EMCF,TEC) 30.0
$179,023 $53,483 $408,846
SAGAR LONIAL MD Former Board Member (EMCF) 30.0
$532,078 $48,022 $873,083
SARA SHOCKLEY Former Interim Chief HR Officer (EHC) 20.0
$364,574 $39,288 $403,862
SCOTT Boden MD Former Board Member (EMCF) 65.0
$1,678,380 $63,232 $1,982,491
SCOTT DAVIS JR MD Former Board Member (TEC) 40.0
$433,731 $62,727 $615,490
SCOTT STEINBERG former Board Member (DMC, DRHS, DHR) 60.0
$815,621 $63,568 $880,769
SHEILA SANDERS Former Chief Information Officer (EHC) 30.0
$343,137 $17,403 $360,540
STEPHEN D SENCER Former Board Member (EI) 16.0
$375,000 $0 $375,000
SURESH RAMALINGHAM MD Former Board Member (EHC) 30.0
$114,408 $77,739 $993,748
THEODORE JOHNSON MD Former Board Member (EHC) 12.0
$260,441 $78,588 $579,436
Thomas J Lawley MD Former Board Member (TEC) 0
$0 $39,945 $198,396
TYLER REYNOLDS Former Board Member (DHR) 0
$0 $523 $44,525
VIKAS SUKHATME MD Former Board Member (EHC, TEC, ECC,EMCF) 0.0
$226,672 $63,263 $1,017,025
WENDY WRIGHT MD Former Board Member (EHC) 20.0
$212,281 $48,143 $636,150
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $4,083,097,355 $4,463,914,977 $2,269,633,717 $-380,817,622
2023 $3,508,568,655 $3,995,036,959 $2,072,553,157 $-486,468,304
2022 $3,591,383,916 $3,943,233,524 $140,203,997 $-351,849,608
2021 $3,249,358,475 $3,420,609,444 $367,067,337 $-171,250,969
2020 $2,710,963,902 $3,050,996,444 $468,460,148 $-340,032,542
2019 $2,708,711,480 $2,892,189,670 $396,763,343 $-183,478,190
2018 $1,923,539,251 $2,063,862,895 $273,611,555 $-140,323,644
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