SHANDS TEACHING HOSPITAL AND CLINICS INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SHANDS TEACHING HOSPITAL AND CLINICS INC (EIN 59-1943502)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202201369349307520
- Schema version
- 2020v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T12:30:40-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591943502 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHANDS TEACHING HOSPITAL AND CLINICS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAN | BusinessNameControlTxt |
| Phone | 3522657962 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 100336 | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 326100336 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James J Kelly Jr | PersonNm |
| Person Title | Sr VP CFO and Treasurer | PersonTitleTxt |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | James J Kelly | PersonFirstNm |
| Person Last | Jr | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MALLORY FAIRLESS | PreparerPersonNm |
| PTIN | P01321579 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UF Health Shands | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David Nelson MD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 100336 | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 326100336 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,930,781,936 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | UFHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | Shands Teaching Hospital and Clinics Inc. ("STHC"), is a private, not-for-profit organization consisting of a statutory teaching hospital and a specialty hospital, which support the University of Florida's clinical, education and research missions in more than 100 specialty and subspecialty medical areas. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 13012 | TotalEmployeeCnt |
| Total Volunteers | 383 | TotalVolunteersCnt |
| Total Gross UBI | $1,706,753 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $122,664 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $46,559,208 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,963,019 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,552,078,214 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,739,933,085 | CYProgramServiceRevenueAmt |
| PY Investment Income | $39,459,928 | PYInvestmentIncomeAmt |
| CY Investment Income | $146,925,244 | CYInvestmentIncomeAmt |
| PY Other Revenue | $22,441,052 | PYOtherRevenueAmt |
| CY Other Revenue | $26,040,233 | CYOtherRevenueAmt |
| PY Total Revenue | $1,660,538,402 | PYTotalRevenueAmt |
| CY Total Revenue | $1,925,861,581 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $80,883,779 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $70,209,445 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $666,521,518 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $716,914,668 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,831,719 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $860,349,587 | PYOtherExpensesAmt |
| CY Other Expenses | $938,089,749 | CYOtherExpensesAmt |
| PY Total Expenses | $1,607,754,884 | PYTotalExpensesAmt |
| CY Total Expenses | $1,725,213,862 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $52,783,518 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $200,647,719 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,776,385,162 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,958,461,069 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,526,465,990 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,520,259,511 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,249,919,172 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,438,201,558 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Our Vision: Together we strive to create unstoppable momentum toward the goal of improving individual and community health through discovery, clinical and translational science and technology, exceptional education and patient-centered, innovative, high-quality health care. This is our vision as we move Forward Together. Our Core Values: At UF Health, our core institutional values are centered around our commitment to our patients and our role in the communities we serve through: Accountability, Diversity, Excellence, Innovation, Integrity, Teamwork and Trust. At the heart of our mission is to provide high-quality clinical care and to promise every patient their best experience possible at UF Health. But our objectives aren't purely clinical. A huge part of our institutional mission is our focus on education and research. These goals are interconnected. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,432,124,487 | ExpenseAmt |
| Grant | $70,209,445 | GrantAmt |
| Revenue | $1,762,229,287 | RevenueAmt |
| Desc | SHANDS TEACHING HOSPITAL AND CLINICS, INC. IS A FLORIDA NOT-FOR-PROFIT CORPORATION AND OPERATES A MULTI-HOSPITAL SYSTEM. INCLUDED IS A TERTIARY CARE TEACHING INSTITUTION OF 1014 BEDS, AN INPATIENT PSYCHIATRIC AND SUBSTANCE ABUSE FACILITY OF 81 BEDS AND A HOSPITAL BASED HOME CARE AGENCY. SHANDS' COMMUNITY BENEFIT IS A PLANNED, MANAGED, ORGANIZED, AND MEASURED APPROACH TO A HEALTH CARE ORGANIZATION'S PARTICIPATION IN MEETING IDENTIFIED COMMUNITY HEALTH NEEDS. IT IS A COLLABORATION TO MEET THE NEEDS OF ITS RESIDENTS - PARTICULARLY THE POOR AND OTHER UNDERSERVED GROUPS - BY IMPROVING HEALTH STATUS AND QUALITY OF LIFE. COMMUNITY BENEFIT PROJECTS AND SERVICES ARE IDENTIFIED AS A RESULT OF A COMMUNITY HEALTH NEEDS ASSESSMENT, STRATEGIC AND/OR CLINICAL PRIORITIES AND PARTNERSHIP AREAS OF ATTENTION. COMMUNITY BENEFIT CATEGORIES INCLUDE FINANCIAL ASSISTANCE, COMMUNITY HEALTH SERVICES, HEALTH PROFESSIONS EDUCATION, RESEARCH AND DONATIONS. UF HEALTH SHANDS HOSPITAL HAS A LONG HISTORY OF PROVIDING COMMUNITY BENEFITS. UF HEALTH SHANDS HOSPITAL HAS POLICIES PROVIDING FINANCIAL ASSISTANCE FOR PATIENTS REQUIRING CARE BUT HAVE LIMITED OR NO MEANS TO PAY FOR THAT CARE. THESE POLICIES PROVIDE FREE OR DISCOUNTED HEALTH AND HEALTH-RELATED SERVICES TO PERSONS WHO QUALIFY UNDER CERTAIN INCOME AND ASSET CRITERIA. COMMUNITY HEALTH SERVICES INCLUDES COMMUNITY HEALTH EDUCATION, COUNSELING AND SUPPORT SERVICES AND HEALTH CARE SCREENINGS. HEALTH PROFESSIONS EDUCATION INCLUDES EDUCATION PROVIDED IN CLINICAL SETTINGS SUCH AS INTERNSHIPS AND PROGRAMS FOR PHYSICIANS, NURSES AND ALLIED HEALTH PROFESSIONALS. IT ALSO INCLUDES SCHOLARSHIPS FOR HEALTH PROFESSIONAL EDUCATION RELATED TO PROVIDING COMMUNITY HEALTH IMPROVEMENT SERVICES AND SPECIALTY IN-SERVICE PROGRAMS TO PROFESSIONALS IN THE COMMUNITY. RESEARCH INCLUDES STUDIES ON HEALTH CARE DELIVERY, UNREIMBURSED STUDIES ON THERAPEUTIC PROTOCOLS, EVALUATION OF INNOVATIVE TREATMENTS, AND RESEARCH PAPERS PREPARED FOR PROFESSIONAL JOURNALS. DONATIONS INCLUDE FUNDS AND IN-KIND SERVICES BENEFITING THE COMMUNITY-AT-LARGE. | Desc |
| Total Program Service Expenses | $1,432,124,487 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | 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 | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 254 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 13012 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | 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 | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | 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 | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT THORNTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3522657923 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 100336 | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 326100336 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| David Nelson MD | ||||||||||
| Chairman/President/UF SVP Health Affairs | 2.0 | 48.0 | Yes (X) | Yes (X) | $0 | $1,095,463 | $30,325 | |||
| Edward Jimenez | ||||||||||
| CEO | 46.5 | 3.5 | Yes (X) | Yes (X) | $1,270,317 | $0 | $32,593 | |||
| C Parker Gibbs MD | ||||||||||
| Director/Chief Medical Officer | 2.0 | 48.0 | Yes (X) | $0 | $734,281 | $44,550 | ||||
| Carolyn Roberts | ||||||||||
| Director (through September 2020) | 0.5 | 1.5 | Yes (X) | $0 | $0 | $0 | ||||
| Christopher Cowen | ||||||||||
| Director/UF SVP and CFO | 0.5 | 49.5 | Yes (X) | $0 | $283,698 | $41,295 | ||||
| Colleen Koch MD | ||||||||||
| Director/UF College of Medicine Dean (Beginning Jan 2021) | 0.5 | 49.5 | Yes (X) | $0 | $0 | $0 | ||||
| David Jasmund | ||||||||||
| Director | 0.5 | 1.5 | Yes (X) | $0 | $0 | $0 | ||||
| Edmund Beebe | ||||||||||
| Director | 0.5 | 1.5 | Yes (X) | $0 | $0 | $0 | ||||
| Gilbert Upchurch MD | ||||||||||
| Director/UF Dept of Surgery Chair | 0.5 | 49.5 | Yes (X) | $0 | $763,709 | $37,567 | ||||
| Gregory Lewis | ||||||||||
| Director | 0.5 | 1.5 | Yes (X) | $0 | $0 | $0 | ||||
| John Patterson | ||||||||||
| Director (through September 2020) | 0.5 | 1.5 | Yes (X) | $0 | $0 | $0 | ||||
| Joseph Tyndall MD | ||||||||||
| Director (through Jan 2021)/Assoc VP for strategic & academic affairs | 0.5 | 49.5 | Yes (X) | $0 | $678,698 | $39,237 | ||||
| Julie Johnson PharmD | ||||||||||
| Director/UF College of Pharmacy Dean | 0.5 | 49.5 | Yes (X) | $0 | $514,001 | $47,674 | ||||
| Li-Ming Su MD | ||||||||||
| Director/UF Dept of Urology Chairman | 0.5 | 49.5 | Yes (X) | $0 | $658,900 | $46,729 | ||||
| Marsha Powers | ||||||||||
| Director | 0.5 | 1.5 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas Kuntz | ||||||||||
| Director | 0.5 | 1.5 | Yes (X) | $0 | $0 | $0 | ||||
| Tracy Chapman | ||||||||||
| Director (Through September 2020) | 0.5 | 1.5 | Yes (X) | $0 | $0 | $0 | ||||
| W Kent Fuchs PhD | ||||||||||
| Director/University of Florida President | 0.5 | 49.5 | Yes (X) | $0 | $1,558,914 | $99,702 | ||||
| Bernabe Icaza | ||||||||||
| Assistant Secretary/Deputy General Counsel (through Nov 2020) | 47.5 | 2.5 | Yes (X) | $247,759 | $0 | $24,665 | ||||
| James J Kelly Jr | ||||||||||
| SVP/CFO/Treasurer | 46.5 | 3.5 | Yes (X) | $665,207 | $0 | $32,153 | ||||
| Kari Valentine | ||||||||||
| Assistant Secretary (Beginning Jan 2021)/Associate VP | 30.0 | 20.0 | Yes (X) | $160,658 | $0 | $7,769 | ||||
| Kevin Coleman | ||||||||||
| Assistant Secretary (Beginning Jan 2021)/Senior Associate General Counsel | 30.0 | 20.0 | Yes (X) | $182,748 | $0 | $26,733 | ||||
| Lawrence McDowell | ||||||||||
| Assistant Secretary/Senior Associate General Counsel | 30.0 | 20.0 | Yes (X) | $203,346 | $0 | $28,663 | ||||
| Randall Jenkins | ||||||||||
| Secretary/SVP and General Counsel | 30.0 | 20.0 | Yes (X) | $0 | $497,302 | $47,819 | ||||
| Traci d'Auguste | ||||||||||
| SVP/COO | 50.0 | 0 | Yes (X) | $636,020 | $0 | $25,759 | ||||
| Anna Michelle Brandt | ||||||||||
| VP and Chief of Staff | 49.5 | 0.5 | $272,027 | $0 | $32,982 | Yes (X) | ||||
| Bradley Pollitt | ||||||||||
| VP Facilities Development | 49.5 | 0.5 | $336,650 | $0 | $34,745 | Yes (X) | ||||
| Cindy Charyulu-D'Orra | ||||||||||
| VP Revenue Cycle | 50.0 | 0 | $329,522 | $0 | $29,057 | Yes (X) | ||||
| Gloria Lipori | ||||||||||
| CIO | 50.0 | 0 | $456,085 | $0 | $22,215 | Yes (X) | ||||
| Irene Alexaitis | ||||||||||
| VP NURSING AND PATIENT SERVICES | 50.0 | 0 | $374,105 | $0 | $24,996 | Yes (X) | ||||
| Janet Christie | ||||||||||
| SVP HR | 50.0 | 0 | $434,455 | $0 | $31,859 | Yes (X) | ||||
| Joseph Mandernach | ||||||||||
| Chief Development Officer | 50.0 | 0.0 | $0 | $303,601 | $25,440 | Yes (X) | ||||
| Robert Nappo | ||||||||||
| AVP Surgical Services | 50.0 | 0 | $196,724 | $0 | $27,957 | Yes (X) | ||||
| Robert Thornton | ||||||||||
| VP of Finance | 49.5 | 0.5 | $446,959 | $0 | $29,098 | Yes (X) | ||||
| Thomas Johns | ||||||||||
| Director Pharmacy and Operations | 50.0 | 0 | $223,973 | $0 | $30,243 | Yes (X) | ||||
| Jill Sumfest MD | ||||||||||
| Medical Director Gatorcare | 0.0 | 50.0 | $423,566 | $0 | $30,382 | Yes (X) | ||||
| JUSTIN SENIOR | ||||||||||
| CEO Safety Net Hosp Alliance of FL | 0.0 | 0 | $479,593 | $0 | $28,933 | Yes (X) | ||||
| Lesli Ward | ||||||||||
| VP and Chief HRO, UF Health Jacksonville | 0.0 | 50.0 | $323,746 | $0 | $34,721 | Yes (X) | ||||
| Marvin Dewar MD JD | ||||||||||
| UFP CEO/Sr Assoc Dean UF COM | 0.0 | 50.0 | $577,439 | $28,893 | $36,530 | Yes (X) | ||||
| Melinda Kennedy | ||||||||||
| Pres & COO Safety Net Hosp Alliance of FL | 0.0 | 0 | $356,912 | $0 | $34,724 | Yes (X) | ||||
| David Guzick MD PhD | ||||||||||
| Former Chairman/President | 0.0 | 0.0 | $0 | $207,664 | $12,209 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,597,811 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $7,325,124 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,079,324 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1150 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | 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 | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Florida Clinical Practice Association | ||||||
| PO Box 100354 | Gainesville | FL | 326100205 | Professional Medical Services | $106,668,264 | |
| EPIC Systems | ||||||
| PO Box 88314 | Milwaukee | WI | 532880314 | Electronic Medical Software | $6,116,720 | |
| Morrisons Management Specialists | ||||||
| PO Box 102289 | Atlanta | GA | 303682289 | Food and nutrition services | $5,559,805 | |
| Angelica Textile Services | ||||||
| PO Box 532268 | Atlanta | GA | 303532268 | Linen Services | $5,462,649 | |
| Aramark Services | ||||||
| PO Box 978839 | Dallas | TX | 753978839 | ENVIRONMENTAL SERVICES | $5,229,368 | Aramark Dallas Lockbox |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 202 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $3,244,512 | FundraisingAmt |
| Related Organizations | $573,764 | RelatedOrganizationsAmt |
| Government Grants | $7,181,962 | GovernmentGrantsAmt |
| All Other Contributions | $1,962,781 | AllOtherContributionsAmt |
| Noncash Contributions | $511,850 | NoncashContributionsAmt |
| Total Contributions | $12,963,019 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Net Patient Service Revenue | 622110 | $1,735,257,624 | $1,735,257,624 |
| Affiliate Rents | 621498 | $1,415,785 | $1,415,785 |
| Addiction Recovery Programs | 623220 | $3,259,676 | $3,259,676 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,739,933,085 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $146,077,025 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$75,295 | UnrelatedBusinessRevenueAmt |
| Exclusion | $146,152,320 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,440,808 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,952,627 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$1,511,819 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,511,819 | TotalRevenueColumnAmt |
| Exclusion | -$1,511,819 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,576,109 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $727,890 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,576,109 | SecuritiesAmt |
| Other | -$727,890 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $848,219 | TotalRevenueColumnAmt |
| Exclusion | $848,219 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $748,438 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,244,512 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $239,838 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $508,600 | TotalRevenueColumnAmt |
| Exclusion | $508,600 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| LifeQuest Organ Recovery Services | 621991 | $11,480,000 | $11,480,000 | ||
| Pharmacy & Other Healthcare Services | 900099 | $8,330,277 | $8,129,119 | $201,158 | |
| FOOD SERVICES | 722310 | $2,965,202 | $2,965,202 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,267,973 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,687,083 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,580,890 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $27,043,452 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,925,861,581 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,762,229,287 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,706,753 | UnrelatedBusinessRevenueAmt |
| Exclusion | $148,962,522 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,450,039 | TotalAmt |
| Program Services | $69,450,039 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $759,406 | TotalAmt |
| Program Services | $759,406 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,500,134 | TotalAmt |
| Management And General | $6,500,134 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,376 | TotalAmt |
| Management And General | $542,376 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,728,606 | TotalAmt |
| Program Services | $456,185,261 | ProgramServicesAmt |
| Management And General | $94,718,446 | ManagementAndGeneralAmt |
| Fundraising | $824,899 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,805,152 | TotalAmt |
| Program Services | $33,738,886 | ProgramServicesAmt |
| Management And General | $7,005,257 | ManagementAndGeneralAmt |
| Fundraising | $61,009 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,546,293 | TotalAmt |
| Program Services | $56,032,886 | ProgramServicesAmt |
| Management And General | $12,488,837 | ManagementAndGeneralAmt |
| Fundraising | $24,570 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,792,107 | TotalAmt |
| Program Services | $40,849,351 | ProgramServicesAmt |
| Management And General | $7,824,295 | ManagementAndGeneralAmt |
| Fundraising | $118,461 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,355 | TotalAmt |
| Management And General | $112,355 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $877,540 | TotalAmt |
| Management And General | $877,540 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,165 | TotalAmt |
| Management And General | $303,165 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,266 | TotalAmt |
| Management And General | $451,266 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $923,082 | TotalAmt |
| Management And General | $923,082 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,704,492 | TotalAmt |
| Program Services | $193,446,616 | ProgramServicesAmt |
| Management And General | $10,585,169 | ManagementAndGeneralAmt |
| Fundraising | $1,672,707 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,681,936 | TotalAmt |
| Program Services | $2,043,155 | ProgramServicesAmt |
| Management And General | $2,635,964 | ManagementAndGeneralAmt |
| Fundraising | $2,817 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,708,908 | TotalAmt |
| Program Services | $36,063,539 | ProgramServicesAmt |
| Management And General | $14,645,369 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,849,294 | TotalAmt |
| Program Services | $10,371,656 | ProgramServicesAmt |
| Management And General | $11,465,386 | ManagementAndGeneralAmt |
| Fundraising | $12,252 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,434,311 | TotalAmt |
| Program Services | $32,004,869 | ProgramServicesAmt |
| Management And General | $32,394,592 | ManagementAndGeneralAmt |
| Fundraising | $34,850 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,405,598 | TotalAmt |
| Program Services | $2,160,388 | ProgramServicesAmt |
| Management And General | $1,227,705 | ManagementAndGeneralAmt |
| Fundraising | $17,505 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,127 | TotalAmt |
| Program Services | $76,237 | ProgramServicesAmt |
| Management And General | $170,811 | ManagementAndGeneralAmt |
| Fundraising | $9,079 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,655,993 | TotalAmt |
| Management And General | $36,655,993 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,476,800 | TotalAmt |
| Program Services | $40,100,350 | ProgramServicesAmt |
| Management And General | $44,329,080 | ManagementAndGeneralAmt |
| Fundraising | $47,370 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,690,303 | TotalAmt |
| Program Services | $2,701,134 | ProgramServicesAmt |
| Management And General | $2,985,978 | ManagementAndGeneralAmt |
| Fundraising | $3,191 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Medical Supplies | $435,477,276 | $435,477,276 | ||
| Assessment FEES | $19,542,064 | $19,542,064 | ||
| DUES/SUBSCRIPTIONS/MEMBERSHIPS | $1,835,853 | $434,736 | $1,398,113 | $3,004 |
| TAXES AND LICENSES | $262,036 | $245,288 | $16,743 | $5 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,350 | TotalAmt |
| Program Services | $441,350 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,725,213,862 | TotalAmt |
| Program Services | $1,432,124,487 | ProgramServicesAmt |
| Management And General | $290,257,656 | ManagementAndGeneralAmt |
| Fundraising | $2,831,719 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,208 | BOYAmt |
| EOY | $19,333 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,251,154 | BOYAmt |
| EOY | $38,692,628 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,077,259 | BOYAmt |
| EOY | $1,007,899 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,328,872 | BOYAmt |
| EOY | $337,704,609 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,038,049 | BOYAmt |
| EOY | $45,478,603 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,210,336 | BOYAmt |
| EOY | $223,360,067 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,088,048,526 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $976,593,131 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,108,822,010 | BOYAmt |
| EOY | $1,111,455,395 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,938,608 | BOYAmt |
| EOY | $77,858,497 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $797,549,555 | BOYAmt |
| EOY | $1,054,993,901 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,876,356 | BOYAmt |
| EOY | $25,396,242 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,278,755 | BOYAmt |
| EOY | $42,493,895 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,776,385,162 | BOYAmt |
| EOY | $2,958,461,069 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,523,296 | BOYAmt |
| EOY | $339,433,065 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,361,503 | BOYAmt |
| EOY | $188,795,996 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $838,395,327 | BOYAmt |
| EOY | $821,694,558 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,684,806 | BOYAmt |
| EOY | $135,016,752 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,501,058 | BOYAmt |
| EOY | $35,319,140 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,526,465,990 | BOYAmt |
| EOY | $1,520,259,511 | 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 | $1,247,746,286 | BOYAmt |
| EOY | $1,435,754,155 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,172,886 | BOYAmt |
| EOY | $2,447,403 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,249,919,172 | BOYAmt |
| EOY | $1,438,201,558 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,776,385,162 | BOYAmt |
| EOY | $2,958,461,069 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $200,647,719 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$13,505,870 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,140,537 | 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) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $451,266 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $451,266 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $451,266 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $451,266 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,432,124,487 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,438,005,070 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,432,575,753 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,438,456,336 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $421,052 | CurrentYearMinus3Amt |
| Current Year Minus2 | $409,849 | CurrentYearMinus2Amt |
| Current Year Minus1 | $421,470 | CurrentYearMinus1Amt |
| Current Year | $451,266 | CurrentYearAmt |
| Total | $1,703,637 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $588,201,154 | BeginningYearBalanceAmt |
| Contributions | $157,500,000 | ContributionsAmt |
| Investment Earnings Or Losses | $139,246,130 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,500,000 | OtherExpendituresAmt |
| End Year Balance | $877,447,284 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $585,119,271 | BeginningYearBalanceAmt |
| Contributions | $20,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$16,918,117 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $588,201,154 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $548,006,612 | BeginningYearBalanceAmt |
| Contributions | $35,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,112,659 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $585,119,271 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $555,924,439 | BeginningYearBalanceAmt |
| Contributions | $209,201,912 | ContributionsAmt |
| Investment Earnings Or Losses | $24,240,683 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $241,360,422 | OtherExpendituresAmt |
| End Year Balance | $548,006,612 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $468,478,427 | BeginningYearBalanceAmt |
| Contributions | $50,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $37,446,012 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $555,924,439 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $656,844 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $58,422,806 | OtherCostOrOtherBasisAmt |
| Book Value | $59,079,650 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $7,204,931 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,310,916,559 | OtherCostOrOtherBasisAmt |
| Depreciation | $490,941,620 | DepreciationAmt |
| Book Value | $827,179,870 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,545,497 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,855,399 | DepreciationAmt |
| Book Value | $23,690,098 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $625,408,174 | OtherCostOrOtherBasisAmt |
| Depreciation | $482,796,112 | DepreciationAmt |
| Book Value | $142,612,062 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,893,715 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $58,893,715 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,111,455,395 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Investments in funds managed by related party | $877,447,284 | F |
| Investment in Florida Treasury Investment Pool Special Purpose Investment Account | $177,546,617 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,054,993,901 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 457b Plan Liability | $3,591,405 |
| Bond Swap Liabilities | $30,144,120 |
| SERP Accrued expense | $1,583,615 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $35,319,140 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The Board Designated funds are designated primarily for capital improvements and debt service. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | STHC, Elder Care, Southeastern, Auxiliary, UFHCF, UFHL, UFHV, UFHL Foundation, and UFHV Foundation are exempt from federal income taxes pursuant to Section 501(a) as organizations described in Section 501(c)(3) of the Internal Revenue Code and from state income taxes pursuant to Chapter 220.13 of the Florida Statutes. The other affiliates are single member LLCs and disregarded entities for federal and state tax purposes except for sales and use tax on non medical purchases. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Dance Marathon at UF | Event1Nm |
| Gross Receipts Event1 | $2,270,311 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,758,479 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $511,832 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $39,837 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $125,435 | OtherDirectExpensesEvent1Amt |
| Event2 | Dance Marathon at FSU | Event2Nm |
| Gross Receipts Event2 | $1,470,211 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,249,001 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $221,210 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $571 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $69,947 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $252,428 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $237,032 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $15,396 | GrossRevenueOtherEventsAmt |
| Entertainment Other Events | $270 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,778 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $3,992,950 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,244,512 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $748,438 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $39,837 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $571 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $270 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $199,160 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $239,838 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $508,600 | NetIncomeSummaryAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent200 D | Yes (X) | Percent200DInd |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (true) | ExpensesExceedBudgetInd |
| Unable To Provide Care | false | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $58,999,915 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $58,999,915 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0342 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $326,532,770 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $250,261,064 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $76,271,706 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0442 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $385,532,685 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $250,261,064 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $135,271,621 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0784 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,786,083 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $4,786,083 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0028 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $24,210,202 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $24,210,202 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0140 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $17,542,161 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $17,542,161 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0102 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $495,419 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $495,419 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0003 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $47,033,865 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $47,033,865 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0273 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $432,566,550 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $250,261,064 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $182,305,486 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.1057 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Environmental Improvements EnvironmentalImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $0 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $359,920,478 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $337,890,800 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $22,029,678 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 3 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (3 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Childrens HospitalChildrensHospitalInd | Teaching HospitalTeachingHospitalInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd | OtherOtherDesc |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UF HEALTH SHANDS HOSPITAL | |||||||||||||
| 1 | 1600 SW ARCHER RD | GAINESVILLE | FL | 32610 | UFHEALTH.ORG | 4286 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A | |
| UF HEALTH REHAB HOSPITAL | |||||||||||||
| 2 | 2708 SW ARCHER RD | GAINESVILLE | FL | 32608 | ufhealth.org/shands-rehab-hospital | 4529 | Yes (X) | A | Comprehensive Medical Rehabilitation | ||||
| SELECT SPECIALTY HOSPITAL GAINESVILLE | |||||||||||||
| 3 | 1600 SW ARCHER RD 5TH FLOOR | GAINESVILLE | FL | 32610 | gainesville.selectspecialtyhospitals.com/ | 4489 | Yes (X) | A | Long Term Care | ||||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 18 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | false | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (true) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | ufhealth.org/social-mission-community | OwnWebsiteURLTxt |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 18 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | ufhealth.org/social-mission-community | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200.0 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 200.0 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | UFHEALTH.ORG/FINANCIAL-ASSISTANCE | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | ufhealth.org/financial-assistance | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | ufhealth.org/financial-assistance | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Look Back Medicare | Yes (X) | LookBackMedicareInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part V, Section B, Line 3E | THE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND IDENTIFIED THROUGH THE CHNA. |
| Schedule H, Part V, Section B, Line 5 Facility A, 1 | Facility A, 1 - UF Health Shands Hospital. One of the significant components in a community health needs assessment is community input. Across the CHNA region extensive community input was provided and collected from a wide variety of sources. In 2019 both Marion and Alachua counties conducted Community Health surveys with over 2,300 resident responses. The responses reflect residents' perspectives of their communities' health as well as their personal health. Some of the results of those data are presented below. Internally within UF Health, the HealthStreet program - which is part of the Department of Epidemiology and has in excess of 7,500 clients in a multi-county region -provided their community assessment data. For the designated CHNA region, HealthStreet had 4,960 members enrolled. The Healthstreet program is an advocate model that focuses on improving participants' health by referring and connecting clients to available resources. By improving the health of clients in this program, the overall health status of the community is improved. The UF Health Putting Families First (PFF) program is a year-long interdisciplinary educational project featuring UF Health students from the Colleges of Medicine, Nursing, Dentistry, Pharmacy, Public Health and Health Professions and Veterinary Medicine, who are assigned in teams to a year-long focused project with individual families. The surveillance data gathered from the PFF program were used to provide insight about health needs obtained from their clients. The United Way organizations in North Central Florida, Marion County and Northeast Florida also have data available through 2-1-1 Counts that provided data about resident requests to their 2-1-1 assistance resources which include health and other programs. Focused interviews about health needs were also conducted with key knowledgeable health representatives at health departments and other providers in several counties. The community input derived from the variety of sources is intended to help validate, assess and prioritize the data collected for the needs assessment. Common themes and areas of focus were developed as a result of these conversations with community members and community organizations and analyses of survey input. |
| Schedule H, Part V, Section B, Line 6b Facility A, 1 | Facility A, 1 - UF HEALTH SHANDS HOSPITAL. Data was analyzed from a wide variety of resources including: 2016 Alachua County Health Assessment, 2015 Marion County Health Assessment, 2019 Alachua and Marion County Community Health Surveys, The Friendship Seven sponsored - 2018 Alachua County Racial Inequity Study, U.S. Centers for Disease Control and Prevention (CDC), U.S. Census Bureau, Robert Wood Johnson Foundation (RWJF) County Health Rankings, Americas Health Rankings, Conduent Healthy Communities Institute (HCI), Community Commons, UF Health Shands Hospital internal data, Florida Department of Health Florida Charts, UF HealthStreet program, UF Putting Families First program, UF Health Dental School, United Way of North Central Florida and the United Way of Marion County ALICE reports and United Way 2-1-1 Counts data from the United Way organizations serving North Central Florida, Marion County and Northeast Florida. Key focused interviews were also conducted across the region with a variety of stakeholders including providers, Department of Health officials and citizens. |
| Schedule H, Part V, Section B, Line 11 Facility A, 1 | Facility A, 1 - UF HEALTH SHANDS HOSPITAL. Upon consideration of the data on residents of the seven-county community, UF Health Shands Hospital decided to continue with the two original broad strategic goals as the focus of the community health improvement workplan: * Residents will be able to access comprehensive primary care and preventive services * Promote wellness among residents UF Health Shands Hospital has identified the following implementation items as the most appropriate activities for it to undertake to further these goals: * Maintain safety net provider capacity * Educate the uninsured regarding new options for insurance coverage * Maintain capacity as the clinical training site for future healthcare providers - including physicians, nurses and other allied health professionals * Maintain programs of care coordination for reducing avoidable hospital use * Participate in a medical respite program for homeless persons * Increase access to cardiovascular risk management and education * Increase cancer screening and detection * Maintain and expand the UF Health Shands worksite wellness programs * Maintain policies and incentive programs to promote breastfeeding among mothers * Increase access to prenatal and postnatal care * Reduce prevalence and impact of tobacco use * Improve mental health through access to resources for stress management such as peaceful outdoor environment, poetry readings and art gatherings |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 3 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| Shands Recovery LLC dba UF Health Florida Recovery Center | ||||
| 4001 SW 13th St | Gainesville | FL | 32608 | Treatment programs for drug and alcohol addiction |
| UF Health SHANDS HOMECARE | ||||
| 3515 NW 98TH STREET | GAINESVILLE | FL | 32609 | OUTPATIENT HOME CARE PROGRAMS |
| UF Health SHANDS MEDICAL GROUP AT MAGNOLIA PARKE | ||||
| 4740 NW 39TH PLACE STE B | GAINESVILLE | FL | 32606 | PHYSICIANS CLINICS |
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance | The estimated cost of financial assistance provided was determined by applying Shands' overall cost to charge ratio to total charges foregone. Cost of benefits for the broader community represents actual expenses incurred. |
| Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount | FOR FINANCIAL STATEMENT PURPOSES, THE ORGANIZATION DIRECTLY REDUCES THE AMOUNT OF PATIENT SERVICE REVENUE REPORTED ON THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS BY THE AMOUT OF BAD DEBT EXPENSE. THEREFORE, BAD DEBTS ARE INCLUDED IN NET PATIENT REVENUE AND BAD DEBT EXPENSE IS NOT SEPARATELY REPORTED AS AN EXPENSE. |
| Schedule H, Part III, Line 3 Bad Debt Expense Methodology | The organization reports $0 bad debt expense because bad debts are included in net patient revenue. Therefore, the amount of bad debts attributable to patients eligible under the organization's financial assistance policy is also $0. |
| Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote | The provision for bad debts is based on management's assessment of historical and expected net collections, considering business and economic conditions, trends in federal and state governmental health care coverage, and other collection indicators. Throughout the year, management assesses the adequacy of the allowance for uncollectible accounts based upon these trends. The results of this review are then used to make any modification to the provision for bad debts to establish an appropriate allowance for uncollectible accounts. Patient accounts receivable are written off after collection efforts have been followed under Shands' policies. |
| Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs | The amounts reported on Lines 5 and 6 were derived from the FYE 6/30/2021 Medicare Cost report. |
| Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance | Financial Assistance applicants have 240 days from the issuance of the first post-discharge billing statement to apply for Charity Care. During the first 120 days of this application window, "Extraordinary Collection Actions" (ECAs) may not be initiated. ECAs include the reporting of adverse information to a credit agency and attorney engagement in a collection action which may or may not lead to a lawsuit. No ECAs will be initiated without a minimum of 30 days written notice. Such notice shall include a plain language summary of the financial assistance policy including the telephone number(s) to call about applying for assistance and the website where the policy and associated documents can be found. UF Health will make a reasonable effort to determine charity assistance eligibility before engaging in any ECA. Upon successful determination of eligibility for financial assistance, accounts for current episodes of care will be written off to zero patient responsibility. Current episodes of care will include all accounts at the time of approval and the prior two months. UF Health Shands may analyze accounts further back than two months for 100% Charity Care related to the financial assistance application. All ECAs will be stopped and/or reversed where appropriate and full refunds of any patient payments will be processed from all accounts covered within the scope of the charity assistance approval. Charity Care will be approved for a period of six months forward based on the initial evaluation. |
| Schedule H, Part V, Section B, Line 16a FAP website | A - UF HEALTH SHANDS HOSPITAL: Line 16a URL: UFHEALTH.ORG/FINANCIAL-ASSISTANCE; |
| Schedule H, Part V, Section B, Line 16b FAP Application website | A - UF HEALTH SHANDS HOSPITAL: Line 16b URL: ufhealth.org/financial-assistance; |
| Schedule H, Part V, Section B, Line 16c FAP plain language summary website | A - UF HEALTH SHANDS HOSPITAL: Line 16c URL: ufhealth.org/financial-assistance; |
| Schedule H, Part VI, Line 2 Needs assessment | Recognizing that data alone does not bring clarity but rather can be used to help assess needs and set priorities, community input was considered as part of the data analysis. Recent community health surveys containing responses from several thousand area residents were reviewed as community health needs were evaluated. Internal resources, such as those from UF HealthStreet, also provided insight, as did focused interviews with key individuals in several counties. The areas of concern that were identified varied within communities, but there were several common concerns and overlapping themes. These commonalities included management of chronic conditions that impact wellness, with health factors such as obesity, tobacco use and substance abuse being specifically identified. In addition, access concerns for primary care, specialty care, dental care and mental health were noted. Community residents also identified several non-primary health care concerns and needs that impact health status, including affordable and safe housing, food insecurity, utility costs and inadequate transportation. Community member survey responses that occur every few years with the CHNA cycle are supplemented with ongoing professional relationships and community collaboratives such as the Alachua Safety Net Council, Alachua Healthy Communities and Alachua Health Care Advisory Committee which meet monthly, quarterly and bi-monthly, respectively, to discuss and actively work towards Community Health Improvement efforts identified in the community health implementation plan (CHIP). Emerging and ongoing community health challenges and provider status updates are provided at community meetings and with other community organization relationships - such as United Way. The hospital also participates in a number of health fairs that include audiences at specific local employers as well as general public events that help identify community issues and concerns. However, the number of health fairs declined in the current year due to the ongoing COVID-19 pandemic. In response to the COVID-19 pandemic, UF Health activated its crisis management plans and opened hospital-based Command Centers, which manage operations and communications during emergencies on each campus. UF Health Shands Hospital responded quickly to community health needs related to COVID-19. Elective procedures were halted and classes were moved to an entirely virtual platform in the early months of the pandemic in order to protect patients, providers, students, and teachers. Certain procedures, such as non-emergency appointments and triaging of emergency oral health issues, were moved to a telemedicine platform to further safeguard against the spread of COVID-19. UF Health students and faculty were at the forefront of research related to COVID-19, and worked in conjunction with the Florida Department of Health throughout the pandemic. Faculty, staff, and students from the UF College of Public Health and Health Professions department of environmental and global health built and continued to utilize a high capacity testing lab to test patients for COVID-19. UF researchers also prioritized the collection and distribution of masks and other personal protective equipment to frontline workers, to ensure that UF Health's frontline health care personnel have the equipment needed to stay safe and to provide the best possible care to patients. |
| Schedule H, Part VI, Line 3 Patient education of eligibility for assistance | The hospital has several mechanisms for educating patients about its financial assistance policy: A plain-language summary of the policy is posted in the "Billing & Insurance FAQs" portion of the hospital's website, along with local and toll-free telephone numbers where financial representatives may be reached to discuss questions; signage is posted in the Emergency Departments, Admissions Departments, and other Ancillary Departments indicating that financial assistance is available for those uninsured and underinsured patients meeting eligibility requirements, and after EMTALA screening and stabilization requirements are met, financial counselors work with those patients who most likely qualify for Medicaid or under the hospital's financial assistance policy; nearly every hospital inpatient is visited by a representative from Admissions, to ensure we have their correct insurance information and to inform them about the assistance policy; and information on the financial assistance policy is included with the invoices/financial statements that are mailed to patients. In addition, the hospital provides financial counseling and information to individual patients and assists them in applying for local, state, and federal health care programs such as Medicare and Medicaid or enrolling in an insurance plan through the federal health care exchange. Shands provides a self-pay discount for under-insured patients who do not otherwise qualify under the financial assistance programs. |
| Schedule H, Part VI, Line 4 Community information | In the 2019 CHNA, UF Health Shands Hospital continued to use the expanded definition of community that was adopted and used in the 2016 CHNA. The 2019 CHNA includes: Alachua, Bradford, Columbia, Levy, Marion, Putnam and Suwannee counties. In 2018, those counties comprise approximately 67% of the inpatients and 84% of the emergency department visits at UF Health Shands Hospital. The population of the defined community area is approximately 848,000 individuals or 4% of the population of Florida. The land area is about 6,100 square miles, which is 11% of the total land mass of Florida. The population represented in the 2019 CHNA geographic area includes a diverse group of residents. The vast area includes both urban and rural areas. The population is 49% male and 51% female, 78% white; 16% black; 2% Asian; 1% other races and 3% multiple races. Ethnically, the Community is comprised of about 10% Hispanic or Latinos, which is less diverse than the overall state Hispanic population of 24%. When conducting a community health needs assessment, it is important to understand that there are many different components that affect the health status of residents, including components that are not traditionally perceived as impacting health needs or status. These factors are commonly referred to as the social determinants of health and include economic factors (income, employment), education status (reading scores, high school graduation rates) and other environmental factors (transportation, crime, health care providers, clean air and water). In the defined CHNA area, there is a disproportionate amount of poverty experienced by residents when compared to the Florida average and the United States average. The poverty status affects all ages of residents, but children are especially impacted. Within the CHNA, three of the counties, Levy, Putnam and Suwannee have about 40% of their children living at or below 100% of the Federal Poverty level. Within the region, 11% of the adults have not graduated from high school. The region also reports 24% of the population receiving Medicaid benefits and 16% receiving Supplemental Nutrition Assistance Program (SNAP) benefits. Within the rural areas of the counties, access to transportation is a significant issue. When these factors are combined together they represent a social burden that can adversely impact residents' health status. The assessment analyzed and reviewed available data from a wide variety of sources to identify areas within the region of high socio-economic needs. |
| Schedule H, Part VI, Line 5 Promotion of community health | The majority of STHC's governing body is comprised of persons who reside in the UF Health system's primary service area who are neither employees nor independent contractors of STHC, nor family members thereof. STHC extends medical staff privileges to all qualified physicians in its community and uses surplus funds to invest in patient care needs. UF Health Shands is a private, not-for-profit hospital system affiliated with the University of Florida. It is part of University of Florida Health, the Southeast's most comprehensive academic health center, with campuses in Gainesville, Jacksonville, Leesburg, and The Villages. UF Health Shands is based in Gainesville. It features a teaching hospital, UF Health Shands Hospital, which also includes UF Health Shands Cancer Hospital, UF Health Shands Children's Hospital, UF Health Heart & Vascular Hospital, UF Health Neuromedicine Hospital, and UF Health Shands Psychiatric Hospital; a network of outpatient rehabilitation centers; and a home health agency. UF Health Shands is affiliated with more than 50 UF Health Physicians' primary care and specialty medical practices located throughout Florida. UF Health Shands Hospital is also home to a state-designated Level I trauma center, a Level III neonatal intensive care unit, a regional burn center and an emergency air and ground transport program. UF Health Shands has affiliation relationships with community hospitals located throughout Florida. It has built relationships with affiliates throughout the state in services such as cancer, heart surgery, neurosurgery, pediatrics, pediatric cardiology, pediatric nephrology, vascular surgery and addiction medicine. UF Health Shands also is affiliated with urgent care centers in Gainesville and Ocala and collaborates with other hospitals and health care providers to expand clinical programs and research and education efforts. More than 1,200 UF College of Medicine faculty and community physicians on the UF Health Shands medical staff provide care in more than 100 specialty and subspecialty medical areas, from primary care to highly specialized and complex care, including cancer, heart and vascular, neuromedicine, pediatrics and transplantation services. Each year, patients come to UF Health Shands from all 67 Florida counties, throughout the nation and more than a dozen countries. Community Benefit FY21 - Shands Teaching Hospital and Clinics Inc. The Community Benefit Report summarizes the community benefit provided by UF Health, through collaborations with UF's health colleges, research centers and institutes, UF Health Shands Hospital and other health care entities. * Charity care and social responsibility (net unreimbursed financial assistance at cost) - $59.0M * Unfunded cost of Medicaid - $76.3M * Health professionals education - $24.2M * Scientific and clinical research in the health sciences - $17.5M * Donations and in-kind services to support community-based efforts - $0.5M * Community and regional health services - $4.8M * Total Community Benefit (provided at cost) - $182.3M - UF Health Shands served uninsured patients throughout Florida and surrounding states. |
| Schedule H, Part VI, Line 6 Affiliated health care system | UF Health proactively reaches out beyond the walls of our hospitals and clinical practices to share valuable health information with area residents. We offer health education programs and events and also partner in community efforts. We support civic, social and cultural programs to raise awareness of health issues and promote wellness. We bring UF Health physicians, dentists, nurses and other providers and experts into the community to speak about specific health and wellness topics at seminars, and to offer disease prevention information and screenings at community health fairs and other outreach events. Our commitment as a responsible, accountable steward of our resources is the cornerstone of UF Health's not-for-profit mission. UF Health Shands serves as a training ground for tomorrow's doctors through UF College of Medicine. In addition, undergraduate UF College of Nursing students gain meaningful clinical experiences at UF Health Shands Hospital as part of their education program. UF Health Shands also serves as a clinical training site for RN, ARNP, PA, PT, OT, radiology tech, respiratory tech, lab tech, pharmacy tech, paramedic and EMT students from community colleges throughout the state of Florida and surrounding states. University of Florida academic health center faculty and staff participate in UF Health Shands' community outreach efforts to offer health seminars and screenings to contribute to a healthier community. In addition, several colleges host a variety of outreach efforts to promote health and wellness. Examples include: - The University of Florida College of Medicine provides care through the Mobile Outreach Clinic, a means of delivering health care to the medically underserved in low-income neighborhoods and rural areas in Alachua County. Volunteers included residents, physician assistants and medical students. - The University of Florida College of Nursing faculty and students volunteered throughout the year to support various community health initiatives, including health education, health screenings, support groups and participation in the Alachua County school-based Control Flu program. - The University of Florida College of Public Health and Health Professions faculty and staff volunteer their time to student-run equal access clinics providing counseling, occupational therapy and physical therapy services to individuals who are uninsured or underinsured. In addition, college faculty and students are mentoring middle school students through a collaboration with Howard Bishop Middle School, a Community Partnership School. - With campuses in Gainesville, Jacksonville and Orlando, faculty and students in the UF College of Pharmacy are improving the health of Floridians throughout the state through community health and service activities. At the Equal Access Clinic in Gainesville, UF College of Pharmacy student volunteers assist with medication reconciliations, point of care testing, smoking cessation counseling, diabetes education as well as assisting medical students in developing medication treatment plans for patients. Pharmacy students volunteering at GRACE Pharmacy in Gainesville conduct new patient interviews, dispense medications and counsel patients on their medications. The nonprofit was established by Grace Healthcare Services Corporation to supply medications at no charge to qualifying patients who otherwise could not afford them. UF pharmacy students volunteer at the Muslim American Social Services clinic in Jacksonville, which provides free health care to uninsured, low-income adults of all faiths in Duval County. The volunteers provide medication reconciliations for new and returning patients, they collaborate with other members of the health care team to optimize patient medication therapy, they update patient medical records and take inventory of the drugs available. At the Apopka Migrant Farmworker Clinic, UF College of Pharmacy students work with the University of Central Florida College of Medicine's global health organization MedPACt, to run a volunteer health clinic serving farmworkers and other underserved populations. Student volunteers provide glucose screenings, blood pressure screenings and counsel patients. - The University of Florida College of Dentistry faculty, staff and students volunteer their time in communities throughout Florida and during international educational service trips. Students, faculty and staff worked together in support of community events, health fairs and other events, including providing oral health education to children, special needs individuals and others. Effective January 1, 2020, Shands Teaching Hospital and Clinics, Inc. acquired Central Florida Health ("CFH"), pursuant to which STHC became the sole corporate member of CFH. CFH manages and operates two acute care hospitals in central Florida: Leesburg Regional Medical Center, Inc. and The Villages Tri-County Medical Center, Inc. Leesburg Regional Medical Center, Inc. is a 330-bed acute care hospital located in Leesburg, Florida and also operates a 21-bed psychiatric facility called UF Health Leesburg Senior Behavioral Center. The Villages Tri-County Medical Center, Inc. is a 307-bed acute care hospital located in The Villages in Central Florida. CFH is also affiliated with Leesburg Regional Medical Center Foundation, Inc., and The Villages Regional Hospital Auxiliary Foundation, Inc. CFH, the two acute care hospitals, and the other related organizations began operating under the "UF Health" brand effective January 1, 2020. In strategic partnership with its fellow UF Health affiliates, STHC works to improve the health and quality of life of the communities it serves. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| THE FLORIDA STATE UNIVERSITY FOUNDATION | ||||||||||
| 325 W COLLEGE AVENUE | TALLAHASSEE | FL | 32301 | 596152180 | 501(c)(3) | $672,049 | $0 | n/a | n/a | FSU Dance Marathon 2021 |
| University of Florida | ||||||||||
| PO BOX 100243 | Gainesville | FL | 32610 | 596002052 | state of Florida | $3,531,692 | $0 | n/a | n/a | support for medical program |
| SHANDS JACKSONVILLE MEDICAL CENTER | ||||||||||
| 655 WEST 8TH STREET | Jacksonville | FL | 32209 | 592142859 | 501(c)(3) | $79,876 | $0 | N/A | N/A | A night for heroes |
| Mid-Florida Area Agency on Aging | ||||||||||
| 100 SW 75th ST STE 301 | Gainesville | FL | 32607 | 591777567 | 501(c)(3) | $300,000 | $0 | N/A | N/A | Transition Services - Take Charge Program |
| Florida Health Professions Association | ||||||||||
| PO BOX 100185 | Gainesville | FL | 32610 | 593563965 | 501(c)(3) | $400,000 | $0 | N/A | N/A | Academic support of College of Public health & health professions |
| Florida Clinical Practice Association | ||||||||||
| 226 Tigert Hall | Gainesville | FL | 32611 | 591680273 | 501(c)(3) | $62,509,774 | $0 | N/A | N/A | Clinical practice support |
| American Cancer Society | ||||||||||
| 250 Williams Street NW | Atlanta | GA | 30303 | 131788491 | 501(c)(3) | $33,000 | $0 | n/a | n/a | program support |
| RONALD MCDONALD HOUSE | ||||||||||
| 1600 SW 14TH STREET | GAINESVILLE | FL | 32608 | 591887896 | 501(c)(3) | $17,000 | $0 | n/a | n/a | program support |
| GAINESVILLE SOCCER ALLIANCE ACADEMY | ||||||||||
| 4010 NW 25TH PL | GAINESVILLE | FL | 32606 | 223885781 | 501(c)(3) | $15,000 | $0 | n/a | n/a | program support |
| JUNIOR ACHIEVEMENT | ||||||||||
| 3201 SW 42nd St 3 | Gainesville | FL | 32608 | 591098499 | 501(c)(3) | $15,000 | $0 | n/a | n/a | program support |
| UNITED WAY OF NORTH CENTRAL FLORIDA | ||||||||||
| 6031 NW First Place | Gainesville | FL | 32607 | 590808855 | 501(c)(3) | $12,500 | $0 | n/a | n/a | program support |
| AMERICAN HEART ASSOCIATION | ||||||||||
| 3801 NW 40TH TER STE B | GAINESVILLE | FL | 32606 | 135613797 | 501(c)(3) | $12,000 | $0 | n/a | n/a | program support |
| MLK COMMISSION OF FL | ||||||||||
| PO BOX 2092 | GAINESVILLE | FL | 32602 | 591932327 | 501(c)(3) | $10,000 | $0 | n/a | n/a | program support |
| HIPPODROME STATE THEATRE | ||||||||||
| 25 SE 2ND PLACE | GAINESVILLE | FL | 32601 | 591590987 | 501(C)(3) | $7,500 | $0 | n/a | n/a | program support |
| Dance Alive | ||||||||||
| 325 NW 2nd Street | Gainesville | FL | 32601 | 237348157 | 501(C)(3) | $7,500 | $0 | n/a | n/a | program support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (9 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| Maren Nursing Scholarship | 12 | $7,293 | $0 | N/A | N/A |
| Burn Garments | 31 | $0 | $24,837 | FMV | burn compression garments |
| BEREAVEMENT PROGRAM | 18 | $15,297 | $0 | N/A | N/A |
| Patient and Family Assistance | 8 | $0 | $6,500 | FMV | gift cards |
| Patient and Family Assistance | 11 | $0 | $351,432 | FMV | medical equipment |
| Patient and family assistance | 84 | $0 | $154,243 | FMV | patient supplies |
| Patient and family assistance | 240 | $0 | $119,565 | FMV | travel/lodging |
| Pediatric recreation & diversion | 64 | $0 | $67,971 | FMV | patient supplies - pediatric |
| Special needs car seats | 8 | $0 | $10,766 | FMV | special needs car seats |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS GRANT AGREEMENTS IN PLACE WITH GRANTEE ORGANIZATIONS. ADDITIONALLY, THE DEAN OF THE UNIVERSITY OF FLORIDA COLLEGE OF MEDICINE PROVIDES A REPORT TO THE ORGANIZATION'S BOARD OF DIRECTORS DETAILING HOW THE FUNDS WERE SPENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (32 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Edward Jimenez | ||||||||||||||
| CEO | $1,057,022 | $0 | $0 | $0 | $213,295 | $0 | $19,950 | $0 | $12,643 | $0 | $1,302,910 | $0 | $0 | $0 |
| David Nelson MD | ||||||||||||||
| Chairman/President/UF SVP Health Affairs | $0 | $1,064,651 | $0 | $26,000 | $0 | $4,812 | $0 | $9,406 | $0 | $20,919 | $0 | $1,125,788 | $0 | $0 |
| Christopher Cowen | ||||||||||||||
| Director/UF SVP and CFO | $0 | $251,113 | $0 | $32,585 | $0 | $0 | $0 | $31,687 | $0 | $9,608 | $0 | $324,993 | $0 | $0 |
| W Kent Fuchs PhD | ||||||||||||||
| Director/University of Florida President | $0 | $956,602 | $0 | $590,799 | $0 | $11,513 | $0 | $77,777 | $0 | $21,925 | $0 | $1,658,616 | $0 | $0 |
| C Parker Gibbs MD | ||||||||||||||
| Director/Chief Medical Officer | $0 | $729,469 | $0 | $0 | $0 | $4,812 | $0 | $23,631 | $0 | $20,919 | $0 | $778,831 | $0 | $0 |
| Julie Johnson PharmD | ||||||||||||||
| Director/UF College of Pharmacy Dean | $0 | $439,001 | $0 | $50,000 | $0 | $25,000 | $0 | $25,859 | $0 | $21,815 | $0 | $561,675 | $0 | $0 |
| Li-Ming Su MD | ||||||||||||||
| Director/UF Dept of Urology Chairman | $0 | $650,895 | $0 | $4,333 | $0 | $3,672 | $0 | $23,089 | $0 | $23,640 | $0 | $705,629 | $0 | $0 |
| Joseph Tyndall MD | ||||||||||||||
| Director (through Jan 2021)/Assoc VP for strategic & academic affairs | $0 | $675,026 | $0 | $0 | $0 | $3,672 | $0 | $15,072 | $0 | $24,165 | $0 | $717,935 | $0 | $0 |
| Gilbert Upchurch MD | ||||||||||||||
| Director/UF Dept of Surgery Chair | $0 | $728,897 | $0 | $30,000 | $0 | $4,812 | $0 | $15,031 | $0 | $22,536 | $0 | $801,276 | $0 | $0 |
| David Guzick MD PhD | ||||||||||||||
| Former Chairman/President | $0 | $161,471 | $0 | $0 | $0 | $46,193 | $0 | $3,509 | $0 | $8,700 | $0 | $219,873 | $0 | $0 |
| Kevin Coleman | ||||||||||||||
| Assistant Secretary (Beginning Jan 2021)/Senior Associate General Counsel | $179,772 | $0 | $0 | $0 | $2,976 | $0 | $14,941 | $0 | $11,792 | $0 | $209,481 | $0 | $0 | $0 |
| Traci d'Auguste | ||||||||||||||
| SVP/COO | $491,494 | $0 | $0 | $0 | $144,526 | $0 | $15,510 | $0 | $10,249 | $0 | $661,779 | $0 | $0 | $0 |
| Bernabe Icaza | ||||||||||||||
| Assistant Secretary/Deputy General Counsel (through Nov 2020) | $208,583 | $0 | $0 | $0 | $39,176 | $0 | $13,778 | $0 | $10,887 | $0 | $272,424 | $0 | $0 | $0 |
| Randall Jenkins | ||||||||||||||
| Secretary/SVP and General Counsel | $0 | $493,632 | $0 | $0 | $0 | $3,670 | $0 | $26,032 | $0 | $21,787 | $0 | $545,121 | $0 | $0 |
| James J Kelly Jr | ||||||||||||||
| SVP/CFO/Treasurer | $589,100 | $0 | $0 | $0 | $76,107 | $0 | $19,950 | $0 | $12,203 | $0 | $697,360 | $0 | $0 | $0 |
| Lawrence McDowell | ||||||||||||||
| Assistant Secretary/Senior Associate General Counsel | $193,267 | $0 | $0 | $0 | $10,079 | $0 | $16,828 | $0 | $11,835 | $0 | $232,009 | $0 | $0 | $0 |
| Kari Valentine | ||||||||||||||
| Assistant Secretary (Beginning Jan 2021)/Associate VP | $160,406 | $0 | $0 | $0 | $252 | $0 | $1,906 | $0 | $5,863 | $0 | $168,427 | $0 | $0 | $0 |
| Anna Michelle Brandt | ||||||||||||||
| VP and Chief of Staff | $254,507 | $0 | $0 | $0 | $17,520 | $0 | $21,094 | $0 | $11,888 | $0 | $305,009 | $0 | $0 | $0 |
| Cindy Charyulu-D'Orra | ||||||||||||||
| VP Revenue Cycle | $325,902 | $0 | $0 | $0 | $3,620 | $0 | $17,100 | $0 | $11,957 | $0 | $358,579 | $0 | $0 | $0 |
| Janet Christie | ||||||||||||||
| SVP HR | $427,578 | $0 | $0 | $0 | $6,877 | $0 | $19,950 | $0 | $11,909 | $0 | $466,314 | $0 | $0 | $0 |
| Thomas Johns | ||||||||||||||
| Director Pharmacy and Operations | $223,101 | $0 | $0 | $0 | $872 | $0 | $18,389 | $0 | $11,854 | $0 | $254,216 | $0 | $0 | $0 |
| Gloria Lipori | ||||||||||||||
| CIO | $414,851 | $0 | $0 | $0 | $41,234 | $0 | $19,950 | $0 | $2,265 | $0 | $478,300 | $0 | $0 | $0 |
| Joseph Mandernach | ||||||||||||||
| Chief Development Officer | $0 | $286,415 | $0 | $15,000 | $0 | $2,186 | $0 | $24,988 | $0 | $452 | $0 | $329,041 | $0 | $0 |
| Robert Nappo | ||||||||||||||
| AVP Surgical Services | $196,292 | $0 | $0 | $0 | $432 | $0 | $16,121 | $0 | $11,836 | $0 | $224,681 | $0 | $0 | $0 |
| Bradley Pollitt | ||||||||||||||
| VP Facilities Development | $307,766 | $0 | $0 | $0 | $28,884 | $0 | $22,800 | $0 | $11,945 | $0 | $371,395 | $0 | $0 | $0 |
| Robert Thornton | ||||||||||||||
| VP of Finance | $364,807 | $0 | $0 | $0 | $82,152 | $0 | $17,100 | $0 | $11,998 | $0 | $476,057 | $0 | $0 | $0 |
| Irene Alexaitis | ||||||||||||||
| VP NURSING AND PATIENT SERVICES | $347,113 | $0 | $0 | $0 | $26,992 | $0 | $22,800 | $0 | $2,196 | $0 | $399,101 | $0 | $0 | $0 |
| Marvin Dewar MD JD | ||||||||||||||
| UFP CEO/Sr Assoc Dean UF COM | $519,570 | $28,893 | $0 | $0 | $57,869 | $0 | $22,800 | $1,582 | $12,148 | $0 | $612,387 | $30,475 | $0 | $0 |
| Melinda Kennedy | ||||||||||||||
| Pres & COO Safety Net Hosp Alliance of FL | $287,699 | $0 | $28,500 | $0 | $40,713 | $0 | $22,800 | $0 | $11,924 | $0 | $391,636 | $0 | $0 | $0 |
| JUSTIN SENIOR | ||||||||||||||
| CEO Safety Net Hosp Alliance of FL | $358,175 | $0 | $70,000 | $0 | $51,418 | $0 | $17,100 | $0 | $11,833 | $0 | $508,526 | $0 | $0 | $0 |
| Jill Sumfest MD | ||||||||||||||
| Medical Director Gatorcare | $413,370 | $0 | $0 | $0 | $10,196 | $0 | $18,345 | $0 | $12,037 | $0 | $453,948 | $0 | $0 | $0 |
| Lesli Ward | ||||||||||||||
| VP and Chief HRO, UF Health Jacksonville | $286,461 | $0 | $25,470 | $0 | $11,815 | $0 | $22,800 | $0 | $11,921 | $0 | $358,467 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | The purpose of the Supplemental Executive Retirement Plan is to provide an annual Contribution based on a percentage of the participant's annual salary, payable on behalf of the Participants by the organization. The Contribution, less withholding for taxes using the Applicable Tax Rate, is payable by the organization to an Annuity Contract(s) selected by the Participant, or may be paid in cash at the discretion of the Administrator or the Participant. The annual Contribution, when coupled with other organization-provided retirement benefits, is intended to provide a market competitive level of total retirement benefits to attract and retain executive talent. Calendar year 2020 distributions are appropriately reported in Column D of Part VII and Column B(iii) of Schedule J Part II. Listed persons and plan amounts distributed during calendar year 2020 are as follows: Edward Jimenez $201,243; James Kelly Jr. $70,462; Marvin Dewar $25,795; Gloria Lipori $30,750; Robert Thornton $77,777; Irene Alexaitis $19,282; Anna Michelle Brandt $10,714; Melinda Kennedy $40,032; Justin Senior $49,586. |
| Schedule J, Part I, Line 7 Non-fixed payments | The bonus of the CEO is determined by the Executive Committee of the Board of Directors. Bonuses of other officers and key employees are paid at varying percentages of salaries. The specific percentage that each individual receives is based on level within management, goal achievement, and performance, and is determined at the discretion of each individual's leader. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| ALACHUA CO HEALTH FACILITIES AUTHORITY | ||||||||
| A | 592442398 | 010685HD0 | 2007-03-30 | $220,210,000 | 2007AB- CONSTRUCT AND EQUIP FACILITY; PARTIAL REFUND OF 1996A BOND | false | false | false |
| ALACHUA CO HEALTH FACILITIES AUTHORITY | ||||||||
| B | 592442398 | 010685HN8 | 2008-06-30 | $75,000,000 | 2008A- REFUND 2007C ISSUED NOV 2007 | false | false | false |
| ALACHUA CO HEALTH FACILITIES AUTHORITY | ||||||||
| C | 592442398 | 000000000 | 2008-11-05 | $75,000,000 | 2008C- REFINANCE 1996B BONDS ISSUED OCT 1996 | false | false | false |
| ALACHUA CO HEALTH FACILITIES AUTHORITY | ||||||||
| D | 592442398 | 000000000 | 2016-05-06 | $46,600,000 | 2016A- ADVANCE REFUND THE 2008D BONDS ISSUED NOV. 2008 | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $179,815,000 | $0 | $220,210,000 | $18,084,662 | $18,995,512 | $0 | $1,630,840 | $0 | $0 | $140,334,263 | $41,164,723 | $0 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $25,010,000 | $0 | $75,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $75,000,000 | $0 | 2008 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $46,875,000 | $0 | $75,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $75,000,000 | $0 | 2008 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $11,775,000 | $0 | $46,600,000 | $0 | $0 | $0 | $217,866 | $0 | $0 | $0 | $46,382,134 | $0 | 2017 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| B | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| C | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| D | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MERRILL LYNCH | ||||||||||||
| A | false | false | false | Yes (true) | Yes (true) | Yes (true) | 30.7 | Yes (true) | false | false | false | Yes (true) |
| Merrill Lynch | ||||||||||||
| B | false | false | false | Yes (true) | Yes (true) | Yes (true) | 29.4 | Yes (true) | false | false | false | Yes (true) |
| Compass Bank | ||||||||||||
| C | false | false | false | Yes (true) | Yes (true) | Yes (true) | 19.9 | Yes (true) | false | false | false | Yes (true) |
| (no name) | ||||||||||||
| D | false | false | false | Yes (true) | false | false | false | false | Yes (true) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: ALACHUA CO HEALTH FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 03/29/2020 |
| Schedule K, Part IV, Line 2c COLUMN B | Issuer name: ALACHUA CO HEALTH FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 06/30/2018 |
| Schedule K, Part IV, Line 2c COLUMN C | Issuer name: ALACHUA CO HEALTH FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 11/05/2018 |
| Schedule K, Part IV, Line 2c COLUMN D | Issuer name: ALACHUA CO HEALTH FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 05/06/2021 |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: ALACHUA CO HEALTH FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 10/22/2019 |
| Schedule K, Part IV, Line 2c COLUMN B | Issuer name: ALACHUA CO HEALTH FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 10/22/2020 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| ALACHUA CO HEALTH FACILITIES AUTHORITY | ||||||||
| A | 592442398 | 010685KF1 | 2014-10-22 | $322,350,732 | 2014A AND 2014B- CONSTRUCT AND EQUIP FACILITY | false | false | false |
| ALACHUA CO HEALTH FACILITIES AUTHORITY | ||||||||
| B | 592442398 | 010685KJ3 | 2019-10-22 | $367,004,237 | 2019A&B- REFUND 2007A, 2007B, 2010A, 2012A, AND 2012B TAX-EXEMPT BONDS; CONSTRUCT AND EQUIP FACILITY | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $322,350,732 | $0 | $0 | $0 | $2,667,083 | $0 | $0 | $319,683,649 | $0 | $0 | 2017 | false | false | Yes (true) | Yes (true) |
| B | $3,500,000 | $0 | $367,004,237 | $0 | $0 | $0 | $2,727,573 | $0 | $0 | $175,000,000 | $189,276,664 | $0 | 2019 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| B | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
| B | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Paul Lipori | |||
| Family member of key employee Gloria Lipori | $207,042 | EMPLOYEE COMPENSATION | false |
| JENNIFER NAPPO | |||
| Family member of key employee ROBERT NAPPO | $131,197 | EMPLOYEE COMPENSATION | false |
| John Alexaitis | |||
| Family member of key employee Irene Alexaitis | $93,024 | EMPLOYEE COMPENSATION | false |
| Eric Brandt | |||
| Family member of key employee Anna Michelle Brandt | $58,344 | EMPLOYEE COMPENSATION | false |
| James Kelly III | |||
| Family member of officer James Kelly Jr. | $34,989 | EMPLOYEE COMPENSATION | false |
| Vann Spray | |||
| Family member of officer Traci d'Auguste | $17,780 | EMPLOYEE COMPENSATION | false |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $13,390 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,211 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $407,564 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Children's toys | 5 | $38,950 | Cost |
| Yes (X) | Housing | 1 | $20,735 | Cost |
| Yes (X) | Concert Tickets | 1 | $6,000 | Cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Food inventory - Number of Contributions Other - Children's toys Number of contributions Drugs and medical supplies - NUMBER OF CONTRIBUTIONS Securities - Publicly traded - NUMBER OF CONTRIBUTIONS Other - Housing Number of contributions Other - Concert Tickets Number of contributions | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 15a PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL | The organization's process for establishing the compensation of the CEO is as follows. Mercer, an independent firm engaged in the development of compensation surveys on executive pay levels across different industries, provides competitive data and guidance on determining appropriate and reasonable ranges and salaries. The organization's Executive Compensation Committee of the Board of Directors utilizes the information provided by Mercer to establish the compensation of the CEO. Mercer's methodology consists of the following standard steps: *Analysis by position based on job content *Reference of multiple national survey sources similarly situated for not-for-profit healthcare executive compensation *Existing base salary range midpoints were updated to more closely align with the market 50th percentile value for each role. Mercer followed a similar process to evaluate the competitiveness of UF Health Shands Hospital total cash compensation (base salary, annual incentive bonus, and benefits) levels, and provides recommended incentive compensation ranges to ENSURE total cash compensation is also reasonable. Mercer periodically reviews all other aspects of executive compensation-including all elements of supplemental benefits-to ENSURE that they compare with competitive and reasonable total remuneration levels. THIS PROCESS WAS LAST UNDERTAKEN IN SEPTEMBER 2021 and was documented in the minutes of the Executive Compensation Committee meeting. This process IS TYPICALLY UNDERTAKEN ANNUALLY. HOWEVER, IN 2020, MANAGEMENT FROZE ALL EMPLOYEE SALARIES DUE TO THE COVID-19 PANDEMIC AND THIS PROCESS WAS NOT CONDUCTED DURING THE FISCAL YEAR ENDED JUNE 30, 2021; THEREFORE, THIS QUESTION HAS BEEN ANSWERED "NO" IN ACCORDANCE WITH THE INSTRUCTIONS TO IRS FORM 990. |
| Form 990, Part VI, Line 15b PROCESS TO ESTABLISH COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES | All executive, officer, and key employee positions are reviewed each year by Mercer to ensure salary scales are in line with comparable positions in similar institutions. The organization's Executive Compensation Committee of the Board of Directors utilizes the information provided by Mercer to establish the compensation of the organization's officers and key employees. THIS PROCESS WAS LAST UNDERTAKEN IN SEPTEMBER 2021 and was documented in the minutes of the Executive Compensation Committee meeting. This process IS TYPICALLY UNDERTAKEN ANNUALLY. HOWEVER, IN 2020, MANAGEMENT FROZE ALL EMPLOYEE SALARIES DUE TO THE COVID-19 PANDEMIC AND THIS PROCESS WAS NOT CONDUCTED DURING THE FISCAL YEAR ENDED JUNE 30, 2021; THEREFORE, THIS QUESTION HAS BEEN ANSWERED "NO" IN ACCORDANCE WITH THE INSTRUCTIONS TO IRS FORM 990. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | Pursuant to Article VI, Section 2 of the organization's Bylaws, the Executive Committee shall include the following individuals: -Chairperson of the Board -Vice President for Health Affairs of the University of Florida -Dean of the College of Medicine of the University of Florida -CEO of the organization -Up to six additional board members -The President of the University of Florida, if different from the Chairperson of the Board, may elect to be a member of the Executive Committee. The Executive Committee shall have the authority to transact all business of the Board of Directors, except that it may not: -Elect or remove officers or members of the Board -Create or abolish any committees -Appoint or remove any committee members -Amend the Articles of Incorporation or the Bylaws of the organization -Modify or cause violation of any policies adopted by the Board of Directors -Approve the sale of assets of the organization having a value in excess of $5,000,000, unless specifically authorized by the Board of Directors -Incur indebtedness on behalf of the organization in a principal amount in excess of $5,000,000, unless specifically authorized by the Board of Directors -Take any action that is required by law to be taken by the full Board of Directors. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | Pursuant to the organization's Bylaws, the President of the University of Florida has the right to appoint up to 20 members of the Board of Directors. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | The Corporate Bylaws state that the President of the University of Florida has the right to appoint up to 20 members of the Board of Directors as required pursuant to Sec. 1004.41(4)(b)2, Fla. Stat. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | Amendment to the Articles of Incorporation and creation of a new subsidiary requires approval by the UF Board of Trustees. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | A draft copy of the Form 990 was sent to all members of the governing body for review and comment in advance of filing the form. Subsequently, a complete copy of the Form 990 was sent to all members of the governing body before filing the form. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Annually and as potential Conflicts of Interest arise, the compliance department receives and reviews the information disclosed by Key Staff (Board members, Officers, and Key Employees) regarding conflict of interest issues and, in cooperation with the Legal Department, determines whether disclosures made by the employees would involve conflict of interest issues and how to resolve them, pursuant to Core Policy 01.098. |
| Form 990, Part VI, Line 19 Required documents available to the public | The year end financial statements are available on the ufhealth.org website. The organization's conflict of interest policy and governing documents are not made available to the public. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | Pharmacy - Total Revenue: 221375, Related or Exempt Function Revenue: 221375, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Settlement - Total Revenue: 210000, Related or Exempt Function Revenue: 210000, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Sports Performance - Total Revenue: 89100, Related or Exempt Function Revenue: 89100, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Other - Total Revenue: 3747498, Related or Exempt Function Revenue: 2166608, Unrelated Business Revenue: 1580890, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part IX, Line 11g Other Fees | Professional Medical Services - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: , Fundraising Expenses: ; All other purchased services - Total Expense: 30760542, Program Service Expense: 19261743, Management and General Expenses: 9832923, Fundraising Expenses: 1665876; Temporary / contract labor - Total Expense: 3868420, Program Service Expense: 3309664, Management and General Expenses: 557167, Fundraising Expenses: 1589; Air and Ground Transportation - Total Expense: 4367328, Program Service Expense: 4167007, Management and General Expenses: 195079, Fundraising Expenses: 5242; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | ASSETS RELEASED FROM RESTRICTIONS - 1140537; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| SHANDS LAKE SHORE COMMUNITY HEALTH LLC | ||||||||
| PO BOX 100336 | GAINESVILLE | FL | 32610 | Health Services | FL | $0 | $0 | SHANDS TEACHING HOSPITAL AND CLINICS INC |
| SHANDS LIVE OAK COMMUNITY HEALTH LLC | ||||||||
| PO BOX 100336 | GAINESVILLE | FL | 32610 | Health Services | FL | $0 | $0 | SHANDS TEACHING HOSPITAL AND CLINICS INC |
| SHANDS STARKE COMMUNITY HEALTH LLC | ||||||||
| PO BOX 100336 | GAINESVILLE | FL | 32610 | Health Services | FL | $0 | $0 | SHANDS TEACHING HOSPITAL AND CLINICS INC |
| SHANDS RECOVERY LLC | ||||||||
| PO BOX 100303 | GAINESVILLE | FL | 326100303 | treatment programs for drug and alcohol addiction | FL | $10,321,960 | $1,289,107 | SHANDS TEACHING HOSPITAL AND CLINICS INC |
| UF Health Shands Ocala LLC | ||||||||
| PO Box 100336 | Gainesville | FL | 32610 | Health Services | FL | $0 | $0 | Shands Teaching Hospital and Clinics Inc |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line2DisregardedEntityName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| University of Florida | |||||||||||
| 226 Tigert Hall | Gainesville | FL | 32611 | 596002052 | Education | FL | NA | false | |||
| Shands Jacksonville HealthcareInc | |||||||||||
| 655 West 8th Street | Jacksonville | FL | 32209 | 592441966 | SUPPORT SJMC | FL | UF | false | 501(c)(3) | Type II | |
| Shands Jacksonville Medical Center Inc | |||||||||||
| 655 West 8th Street | Jacksonville | FL | 32209 | 592142859 | MEDICAL SERVICES | FL | SJHC | false | 501(c)(3) | 3 | |
| SHANDS JACKSONVILLE PROPERTIES INC | |||||||||||
| 655 West 8th Street | Jacksonville | FL | 32209 | 591158241 | SUPPORT SJMC | FL | SJHC | false | 501(c)(3) | Type II | |
| SHANDS JACKSONVILLE COMMUNITY SERVICES INC | |||||||||||
| 655 West 8th Street | Jacksonville | FL | 32209 | 510173761 | SUPPORT SJMC | FL | SJHC | false | 501(c)(3) | Type II | |
| SHANDS JACKSONVILLE FOUNDATION INC | |||||||||||
| 655 West 8th Street | Jacksonville | FL | 32209 | 592622323 | SUPPORT SJMC | FL | SJHC | false | 501(c)(3) | Type II | |
| SHANDS JACKSONVILLE AFFILIATES INC | |||||||||||
| 655 West 8th Street | Jacksonville | FL | 32209 | 591913819 | SUPPORT SJMC | FL | SJMC | false | 501(c)(3) | Type I | |
| UNIVERSITY OF FLORIDA JACKSONVILLE PHYSICIANS INC | |||||||||||
| 653 WEST 8TH STREET | Jacksonville | FL | 32209 | 591867557 | SUPPORT UF COLLEGE OF MEDICINE - JACKSONVILLE | FL | UF | false | 501(c)(3) | Type I | |
| Elder Care of Alachua County Inc | |||||||||||
| PO Box 100336 | Gainesville | FL | 32610 | 593051104 | Services for the Elderly | FL | STHC | Yes (true) | 501(c)(3) | 7 | |
| Shands Lake Shore Inc | |||||||||||
| PO Box 100336 | Gainesville | FL | 32610 | 592699965 | Health Care | FL | STHC | Yes (true) | 501(c)(3) | 3 | |
| Southeastern Healthcare Foundation | |||||||||||
| PO Box 100336 | Gainesville | FL | 32610 | 592357609 | Hospital Support | FL | STHC | Yes (true) | 501(c)(3) | Type II | |
| Shands Auxiliary Inc | |||||||||||
| PO Box 100336 | Gainesville | FL | 32610 | 593551267 | Hospital Support | FL | SEHF | false | 501(c)(3) | Type I | |
| Central Florida Health Inc dba UF Health Central Florida | |||||||||||
| 600 EAST DIXIE AVENUE | Leesburg | FL | 34748 | 331197054 | SUPPORT STHC, UFHL, AND UFHV | FL | STHC | Yes (true) | 501(c)(3) | Type II | |
| Leesburg Regional Medical Center Inc dba UF Health Leesburg Hospital | |||||||||||
| 600 EAST DIXIE AVENUE | LEESBURG | FL | 34748 | 590878982 | MEDICAL SERVICES | FL | UFHCF | false | 501(c)(3) | 3 | |
| The Villages Tri-County Medical Center Inc dba UF Health The Villages Hospi | |||||||||||
| 1451 EL CAMINO REAL | THE VILLAGES | FL | 32159 | 593527036 | MEDICAL SERVICES | FL | UFHCF | false | 501(c)(3) | 3 | tal |
| Leesburg Regional Medical Center Foundation Inc dba UF Health Leesburg Hosp | |||||||||||
| 600 EAST DIXIE AVENUE | LEESBURG | FL | 34748 | 591800743 | SUPPORT UFHL | FL | UFHL | false | 501(c)(3) | Type I | ital Foundation |
| The Villages Regional Hospital Auxiliary Foundation Inc dba UF Health The V | |||||||||||
| 1501 N US Highway 441 Suite 1829 | THE VILLAGES | FL | 32159 | 550818419 | SUPPORT UFHV | FL | UFHV | false | 501(c)(3) | Type I | illages Hospital Auxiliary Foundation |
| FACULTY CLINIC INC | |||||||||||
| PO BOX 44008 | Jacksonville | FL | 32231 | 592856153 | SUPPORT UF JAX PHYSICIANS | FL | UF | false | 501(c)(3) | Type I | |
| University of Florida Foundation Inc | |||||||||||
| PO Box 14425 | Gainesville | FL | 326042425 | 590974739 | Support the University of Florida | FL | UF | false | 501(c)(3) | 7 | |
| University of Florida Investment Corporation (UFICO) | |||||||||||
| 4510 NW 6th Place 2nd Floor | Gainesville | FL | 32607 | 201226494 | Investment Management | FL | UF | false | 501(c)(3) | Type I | |
| University of Florida Development Corporation | |||||||||||
| 747 SW 2nd Avenue IMB 49 | Gainesville | FL | 32601 | 352427022 | Support the University of Florida and Promote Economic Development | FL | UF | false | 501(c)(3) | Type I | |
| Florida Clinical Practice Association Inc | |||||||||||
| PO Box 100205 | Gainesville | FL | 326100205 | 591680273 | Enhance medical education and research at the University of Florida | FL | UF | false | 501(c)(3) | Type I | |
| GatorCare Health Management Corporation | |||||||||||
| 1329 SW 16th Street | Gainesville | FL | 32610 | 461185106 | Self-Insured Health Ins Plan | FL | UF | false | 501(c)(3) | Type I | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UF Health South Central LLC | ||||||||||||||
| PO Box 100336 | Gainesville | FL | 32610 | 814845198 | Health Services Joint Venture | FL | STHC | Related | $162,853 | $6,526,683 | false | $0 | Yes (true) | 0.5 |
| Florida Global Fixed Income Fund LLC (co UFICO) | ||||||||||||||
| 800 SW 2nd Ave | Gainesville | FL | 32601 | 020277004 | Investments | FL | UFICO | Excluded | $1,598,590 | $281,595,392 | false | $0 | false | 0.9999 |
| Care Delivery Alliance LLC | ||||||||||||||
| 600 EAST DIXIE AVENUE | LEESBURG | FL | 34748 | 473889954 | physician-hospital organization | FL | NA | N/A | ||||||
| HEALTH FLORIDA LLC | ||||||||||||||
| 1414 KUHL AVE MP 2 | ORLANDO | FL | 32806 | INACTIVE | FL | STHC | Related | $0 | $0 | false | $0 | false | 0.501 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | 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 | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Electing OrganizationElectingOrganizationInd | Total Grassroots LobbyTotalGrassrootsLobbyAmt | Total Direct LobbyTotalDirectLobbyAmt | Total Lobby ExpenditureTotalLobbyExpenditureAmt | Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt | Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt | Lobby NontxLobbyNontxAmt | Grassroots NontxGrassrootsNontxAmt | Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt | Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt | Share Excess Lobby ExpendShareExcessLobbyExpendAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHANDS TEACHING HOSPITAL AND CLINICS INC | |||||||||||||||
| PO BOX 100336 | GAINESVILLE | FL | 326100336 | 591943502 | Yes (X) | $0 | $451,266 | $451,266 | $1,432,124,487 | $1,432,575,753 | $1,000,000 | $250,000 | $0 | $0 | $0 |
| ELDER CARE OF ALACHUA COUNTY INC | |||||||||||||||
| PO BOX 100336 | GAINESVILLE | FL | 326100362 | 593051104 | $0 | $0 | $0 | $2,202,544 | $2,202,544 | $260,127 | $65,032 | $0 | $0 | $0 | |
| SHANDS AUXILIARY INC | |||||||||||||||
| PO BOX 100336 | GAINESVILLE | FL | 326100362 | 593551267 | $0 | $0 | $0 | $105,177 | $105,177 | $21,035 | $5,259 | $0 | $0 | $0 | |
| SOUTHEASTERN HEALTHCARE FOUNDATION INC | |||||||||||||||
| PO BOX 100336 | GAINESVILLE | FL | 326100362 | 592357609 | $0 | $0 | $0 | $3,572,862 | $3,572,862 | $328,643 | $82,161 | $0 | $0 | $0 | |
| Shands at lake shore inc | |||||||||||||||
| PO BOX 100336 | GAINESVILLE | FL | 326100362 | 592699965 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
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