FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA INC: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA INC (EIN 59-1741273)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-09
- IRS object ID
- 202631609349301038
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-09T14:37:50-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592309183 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HSCTUSCAN & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 ROYAL PALM SQUARE BLVD | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339191082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591741273 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAMILY HEALTH CENTERS OF SOUTHWEST | BusinessNameLine1Txt |
| Business Name Line2 | FLORIDA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FAMI | BusinessNameControlTxt |
| Phone | 2392783600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1357 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL GRIFFITH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2392783600 | PhoneNum |
| Signature | 2026-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY M TUSCAN CPA | PreparerPersonNm |
| PTIN | P00184439 | PTIN |
| Phone | 2399392233 | PhoneNum |
| Preparation | 2026-06-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL GRIFFITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2270 COLONIAL BLVD | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $124,298,241 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FHCSWF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC IS TO PROVIDE HIGH QUALITY HEALTH CARE SERVICES ACCESSIBLE TO ALL PEOPLE, BUT SIGNIFICANTLY SERVICING LOWER INCOME PATIENTS. FAMILY HEALTH CENTERS IS A MEDICAID PROVIDER AND A FQHC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 813 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $11,233,886 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,306,212 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $88,077,793 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $99,666,131 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,523,470 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,600,983 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,164,616 | PYOtherRevenueAmt |
| CY Other Revenue | $8,724,915 | CYOtherRevenueAmt |
| PY Total Revenue | $106,999,765 | PYTotalRevenueAmt |
| CY Total Revenue | $124,298,241 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $71,707,570 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $73,509,757 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,844,073 | PYOtherExpensesAmt |
| CY Other Expenses | $30,437,365 | CYOtherExpensesAmt |
| PY Total Expenses | $98,551,643 | PYTotalExpensesAmt |
| CY Total Expenses | $103,947,122 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,448,122 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $20,351,119 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $178,955,467 | TotalAssetsBOYAmt |
| Total Assets EOY | $201,061,139 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,416,981 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,634,326 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $156,538,486 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $173,426,813 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC IS TO PROVIDE HIGH QUALITY HEALTH CARE SERVICES ACCESSIBLE TO ALL PEOPLE, BUT SIGNIFICANTLY SERVICING LOWER INCOME PATIENTS. FAMILY HEALTH CENTERS IS A MEDICAID PROVIDER AND A FQHC. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $83,071,850 | ExpenseAmt |
| Desc | THE ORGANIZATION PROVIDED QUALITY MEDICAL, DENTAL, AND ANCILLARY SERVICES TO A TOTAL OF 112,102 PATIENTS AS FOLLOWS: MEDICAL SERVICES WERE PROVIDED WITH A TOTAL OF 234,105 PATIENT VISITS. DENTAL SERVICES WERE PROVIDED WITH A TOTAL OF 157,253 PATIENT VISITS. OPTOMETRY SERVICES WERE PROVIDED WITH A TOTAL OF 12,319 PATIENT VISITS. PODIATRY SERVICES WERE PROVIDED WITH A TOTAL OF 8,808 PATIENT VISITS. PATIENTS WERE SEEN REGARDLESS OF THEIR ABILITY TO PAY. A DISCOUNTED FEE SCHEDULE IS USED, BASED ON THE FEDERAL POVERTY GUIDELINES, TO DETERMINE THE AMOUNT DUE FROM QUALIFYING PATIENTS. | Desc |
| Total Program Service Expenses | $83,071,850 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 813 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL GRIFFITH | PersonNm |
| Phone | 2392783600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2270 COLONIAL BLVD | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| DR FRANK MAZZEO JR | |||||||
| PRESIDENT/CE | 55.00 | Yes (X) | $1,324,621 | $0 | $159,750 | ||
| DR JORGE QUINONEZ | |||||||
| CMO/INTERIM | 45.00 | Yes (X) | $1,052,306 | $0 | $83,091 | ||
| DANIEL GRIFFITH | |||||||
| CFO | 45.00 | Yes (X) | $439,595 | $0 | $81,633 | ||
| DR JUAN RICIUSA | |||||||
| PHYSICIAN | 40.00 | $408,425 | $0 | $57,232 | Yes (X) | ||
| GUSTAVO PARDO | |||||||
| DENTIST | 40.00 | $408,292 | $0 | $57,232 | Yes (X) | ||
| DR CARRIE POULSOM | |||||||
| CHIEF PHARMA | 45.00 | Yes (X) | $366,572 | $0 | $67,190 | ||
| DR JEFFRY GARNER | |||||||
| VP DIRECTOR | 40.00 | $378,124 | $0 | $48,142 | Yes (X) | ||
| DR MARIA BLANCO | |||||||
| DENTIST | 40.00 | $372,104 | $0 | $38,807 | Yes (X) | ||
| DR CARLOS ALVARADO | |||||||
| DENTIST | 40.00 | $353,575 | $0 | $52,485 | Yes (X) | ||
| THERESA BUCHANAN | |||||||
| CHIEF ADMIN | 45.00 | Yes (X) | $321,398 | $0 | $59,443 | ||
| NICK ROLLER | |||||||
| CHIEF INFO O | 45.00 | Yes (X) | $294,379 | $0 | $63,233 | ||
| DR ANABEL NATALI | |||||||
| CHIEF DENTAL | 45.00 | Yes (X) | $291,569 | $0 | $54,449 | ||
| DAVID KOESTER | |||||||
| COO | 45.00 | Yes (X) | $294,515 | $0 | $43,911 | ||
| VICTORIA CUNNINGHAM | |||||||
| CHRO | 45.00 | Yes (X) | $150,366 | $0 | $18,586 | ||
| ESTELA AGUILAR | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| LOUREEN DOWNES | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| PATRICIA EPIFANIO | |||||||
| IMMED PAST C | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JAQUELINE FIGUEROA | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| BETH HENDRY | |||||||
| BOARD CHAIR/ | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TOMY LAUFER | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| LEAH MCCANN | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| LOLITA MELHADO | |||||||
| SECRETARY/DI | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL MUNZERT | |||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LYDIA OWENS | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| CATHERINE PALMISANO | |||||||
| TREASURER/DI | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SIMONE PHILLIPS | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,455,841 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $885,184 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LIGHTNING INTERMEDIATE HOLDINGS | |||||
| PO BOX 203658 | DALLAS | TX | 75320 | MGMT SOFTWARE | $624,474 |
| COUGAR CONTRACTING LLC | |||||
| 1841 ORTIZ AVE | FORT MYERS | FL | 339054908 | CONTRACTOR | $200,448 |
| WESTLINKS GATEWAY LLC | |||||
| 9221 INTERSTATE COMMERCE DRIVE | FORT MYERS | FL | 33913 | RENT | $191,598 |
| HOOPER LUNDY & BOOKMAN PC | |||||
| PO BOX 511974 | LOS ANGELES | CA | 900511907 | ATTORNEY | $169,324 |
| INTEGRATED COOLING SOLUTIONS LLC | |||||
| PO BOX 532137 | ATLANTA | GA | 303532137 | CONTRACTOR | $143,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $11,293,448 | GovernmentGrantsAmt |
| All Other Contributions | $12,764 | AllOtherContributionsAmt |
| Total Contributions | $11,306,212 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| MEDICAID, NET | $57,907,201 | $57,907,201 |
| PATIENT FEES, NET | $34,616,458 | $34,616,458 |
| MEDICARE, NET | $3,954,627 | $3,954,627 |
| CLINICAL INCENTIVE | $3,179,145 | $3,179,145 |
| RENTAL INCOME | $8,700 | $8,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $99,666,131 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,600,983 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $722,550 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $3,878,433 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| NEW MARKET TAX CREDIT TRANSAC | $5,366,250 | $5,366,250 |
| OTHER REVENUE | $3,358,665 | $3,358,665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,724,915 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $124,298,241 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $109,113,596 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $3,878,433 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,166,607 | TotalAmt |
| Program Services | $4,162,573 | ProgramServicesAmt |
| Management And General | $1,004,034 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,734,610 | TotalAmt |
| Program Services | $44,097,950 | ProgramServicesAmt |
| Management And General | $10,636,660 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,608,540 | TotalAmt |
| Program Services | $11,327,848 | ProgramServicesAmt |
| Management And General | $2,280,692 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,182,995 | TotalAmt |
| Program Services | $3,261,772 | ProgramServicesAmt |
| Management And General | $2,921,223 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,246 | TotalAmt |
| Program Services | $131,661 | ProgramServicesAmt |
| Management And General | $12,585 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,146,911 | TotalAmt |
| Program Services | $656,693 | ProgramServicesAmt |
| Management And General | $490,218 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,470 | TotalAmt |
| Program Services | $154,842 | ProgramServicesAmt |
| Management And General | $86,628 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,913 | TotalAmt |
| Program Services | $155,595 | ProgramServicesAmt |
| Management And General | $80,318 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,665,643 | TotalAmt |
| Program Services | $2,081,108 | ProgramServicesAmt |
| Management And General | $584,535 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $883,098 | TotalAmt |
| Program Services | $98,312 | ProgramServicesAmt |
| Management And General | $784,786 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES | $12,352,261 | $12,122,948 | $229,313 |
| REPAIRS AND MAINTENANCE | $2,598,238 | $2,243,000 | $355,238 |
| TELECOMMUNICATIONS | $1,109,279 | $419,148 | $690,131 |
| UTILITIES | $963,688 | $753,938 | $209,750 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,913,623 | TotalAmt |
| Program Services | $1,404,462 | ProgramServicesAmt |
| Management And General | $509,161 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,947,122 | TotalAmt |
| Program Services | $83,071,850 | ProgramServicesAmt |
| Management And General | $20,875,272 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,046,364 | BOYAmt |
| EOY | $53,698,654 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,980,348 | BOYAmt |
| EOY | $47,575,755 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,113,369 | BOYAmt |
| EOY | $13,098,811 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,306 | BOYAmt |
| EOY | $228,193 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $795,600 | BOYAmt |
| EOY | $478,447 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $95,326,831 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,566,251 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,862,150 | BOYAmt |
| EOY | $71,760,580 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,274,500 | BOYAmt |
| EOY | $10,575,750 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,662,830 | BOYAmt |
| EOY | $3,644,949 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,955,467 | BOYAmt |
| EOY | $201,061,139 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,826,764 | BOYAmt |
| EOY | $13,487,998 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,279 | BOYAmt |
| EOY | $267,267 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,648,172 | BOYAmt |
| EOY | $13,311,333 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,628,766 | BOYAmt |
| EOY | $567,728 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,416,981 | BOYAmt |
| EOY | $27,634,326 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,538,486 | BOYAmt |
| EOY | $173,426,813 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,538,486 | BOYAmt |
| EOY | $173,426,813 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,955,467 | BOYAmt |
| EOY | $201,061,139 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $20,351,119 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$327,301 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,135,491 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,142,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,958,822 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,915,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,233,886 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,306,212 | CurrentTaxYearAmt |
| Total | $78,556,840 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,142,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,958,822 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,915,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,233,886 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,306,212 | CurrentTaxYearAmt |
| Total | $78,556,840 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,995,701 | SubstantialContributorsTotAmt |
| Public Support Total170 | $74,561,139 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $213,760 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $800,727 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,308,285 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,181,019 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,878,433 | CurrentTaxYearAmt |
| Total | $14,382,224 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $92,939,064 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $199,726,799 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,474,668 | OtherCostOrOtherBasisAmt |
| Book Value | $18,474,668 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,852,091 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,739,920 | DepreciationAmt |
| Book Value | $50,112,171 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $68,586,839 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LABELLE QALICB INC | $9,929,250 | C |
| HEALTH CHOICE CARE LLC | $646,500 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $10,575,750 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROU LEASE | Desc |
| Amt | $567,728 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $567,728 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $123,991,940 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$327,301 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $21,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$306,301 | RevenueNotReportedAmt |
| Revenue Subtotal | $124,298,241 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $124,298,241 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $103,968,122 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $21,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $21,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $103,947,122 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $103,947,122 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | THE FINANCIAL ACCOUNTING STANDARDS BOARD HAS ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND FAMILY HEALTH CENTERS HAS ADOPTED THIS GUIDANCE. FAMILY HEALTH CENTERS HAS EVALUATED ITS TAX POSITIONS AND ANY ESTIMATES UTILIZED IN ITS TAX RETURNS, AND CONCLUDED THAT IT HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS WILL BE RECOGNIZED IN INCOME TAX EXPENSE, IF REQUIRED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| DR FRANK MAZZEO JR | ||||||
| PRESIDENT/CEO | $1,047,149 | $275,000 | $2,472 | $136,008 | $23,742 | $1,484,371 |
| DR JORGE QUINONEZ | ||||||
| CMO/INTERIM PRES | $880,326 | $170,000 | $1,980 | $47,900 | $35,191 | $1,135,397 |
| DANIEL GRIFFITH | ||||||
| CFO | $338,905 | $100,000 | $690 | $48,717 | $32,916 | $521,228 |
| DR JUAN RICIUSA | ||||||
| PHYSICIAN | $407,735 | $690 | $24,400 | $32,832 | $465,657 | |
| GUSTAVO PARDO | ||||||
| DENTIST | $407,896 | $396 | $24,400 | $32,832 | $465,524 | |
| DR CARRIE POULSOM | ||||||
| CHIEF PHARMACY OFFIC | $310,882 | $55,000 | $690 | $48,344 | $18,846 | $433,762 |
| DR JEFFRY GARNER | ||||||
| VP DIRECTOR WHS | $375,765 | $2,359 | $24,400 | $23,742 | $426,266 | |
| DR MARIA BLANCO | ||||||
| DENTIST | $371,846 | $258 | $24,400 | $14,407 | $410,911 | |
| DR CARLOS ALVARADO | ||||||
| DENTIST | $353,437 | $138 | $23,719 | $28,766 | $406,060 | |
| THERESA BUCHANAN | ||||||
| CHIEF ADMIN OFFICER | $243,396 | $75,000 | $3,002 | $45,906 | $13,537 | $380,841 |
| NICK ROLLER | ||||||
| CHIEF INFO OFFICER | $242,819 | $50,000 | $1,560 | $43,769 | $19,464 | $357,612 |
| DR ANABEL NATALI | ||||||
| CHIEF DENTAL OFFICER | $266,119 | $25,000 | $450 | $20,976 | $33,473 | $346,018 |
| DAVID KOESTER | ||||||
| COO | $248,493 | $45,000 | $1,022 | $43,522 | $389 | $338,426 |
| VICTORIA CUNNINGHAM | ||||||
| CHRO | $115,300 | $35,000 | $66 | $7,891 | $10,695 | $168,952 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PAGE 1, PART I, LINE 1B | PRESENTED TO THE BOARD AND APPROVED. |
| SCHEDULE J, PAGE 1, PART I, LINE 4 | DR. FRANK MAZZEO, JR. 0 88,108 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC IS TO PROVIDE HIGH QUALITY HEALTH CARE SERVICES ACCESSIBLE TO ALL PEOPLE, BUT SIGNIFICANTLY SERVICING LOWER INCOME PATIENTS. FAMILY HEALTH CENTERS IS A MEDICAID PROVIDER AND A FQHC. |
| FORM 990 | THERE ARE 26 LISTED IN PART VII. 9 ARE OFFICERS AND 5 ARE HIGHEST COMPENSATED EMPLOYEES, ALL OF WHICH ARE NON-VOTING. THIS LEAVES 12 VOTING MEMBERS AT THE END OF THE FISCAL YEAR FOR PART 1 LINE 3 AND PART VI LINE 1A. FORM 990 PART II - DR. JORGE QUINONEZ WAS ELECTED AS INTERIM PRESIDENT WHEN DR. MAZZEO RESIGNED IN APRIL 2026. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FINANCE COMMITTEE REVIEWS THE FORM 990. THE FORM 990 IS THEN REVIEWED AND APPROVED BY THE FULL BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION ANNUALLY REAFFIRMS THE WRITTEN CONFLICT OF INTEREST POLICY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS GATHER DATA FROM SIMILAR ORGANIZATIONS AND SALARY SUVEYS TO DETERMINE COMPARABLE EXECUTIVE COMPENSATION FOR THE CEO. |
| FORM 990, PAGE 6, PART VI, LINE 15B | MANAGEMENT GATHERS DATA FROM SIMILAR ORGANIZATIONS AND SALARY SURVEYS TO DETERMINE COMPARABLE EXECUTIVE COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE TO THE PUBLIC (VIA FORM 990) ON A THIRD-PARTY WEBSITE. |
| FORM 990, PART XI, LINE 9 | EQUITY TRANSFER -3,135,491 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LEHIGH QALICB INC | ||||||||||
| PO BOX 1357 | FORT MYERS | FL | 33902 | 824042727 | SUPPORT | FL | 501C | 3 | FHC | false |
| LABELLE QALICB INC | ||||||||||
| PO BOX 1357 | FORT MYERS | FL | 33902 | 994649815 | SUPPORT | FL | 501C | 3 | FHC | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LEHIGH QALICB INC | ||
| K | $87,500 | COST |
| LEHIGH QALICB INC | ||
| S | $3,135,491 | COST |
| LEHIGH QALICB INC | ||
| S | $22,733,611 | COST |
| LEHIGH QALICB INC | ||
| D | $4,413,000 | COST |
| LABELLE QALICB INC | ||
| Q | $1,618,723 | COST |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R | FormAndLineReferenceDesc |
| Explanation | RECEIVED CAPITAL ASSETS FROM LEHIGH QALICB IN THE AMOUNT OF 22,733,611. RECEIVED EQUITY FROM LEHIGH QALICB IN THE AMOUNT OF 3,135,491. NEW MARKET TAX CREDIT LOAN TRANSACTION FOR LEHIGH QALICB SUMMERLIN LOCATION IN THE AMOUNT OF 4,413,000. HAD A PARTIAL YEAR LEASE WITH LEHIGH QALICB THAT ENDED DURING FISCAL YEAR 2025 IN THE AMOUNT OF 87,500. FAMILY HEALTH CENTERS PAID FOR INVOICES FOR LABELLE QALICB IN THE AMOUNT OF 1,618,723 AND THEN LABELLE QALICB REIMBURSE FAMILY HEALTH CENTERS. | ExplanationTxt |
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