2021-05-17T15:37:19-05:00 2020-06-30 350921680 CROWE LLP 401 EAST LAS OLAS BLVD SUITE 1100 FORT LAUDERDALE FL 333014230 990 2019-07-01 591943502 SHANDS TEACHING HOSPITAL AND CLINICS INC SHAN 3522657962 PO BOX 100336 GAINESVILLE FL 326100336 James J Kelly Jr Sr VP CFO and Treasurer 2021-05-17 true BRITTNEY KOCAJ P01320603 9542028600 2019 2022-09-23 18:48:47Z UF Health Shands David Nelson MD PO BOX 100336 GAINESVILLE FL 326100336 1670005932 false X UFHEALTH.ORG X 1979 FL Shands Teaching Hospital and Clinics Inc., 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. 16 8 12743 1764 226740 114250 17619027 46559208 1573960331 1552078214 43853124 39459928 16206635 22441052 1651639117 1660538402 75901666 80883779 0 0 673086194 666521518 0 0 4165056 835953419 860349587 1584941279 1607754884 66697838 52783518 2367200024 2776385162 1184430893 1526465990 1182769131 1249919172 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. false false 1314887963 80883779 1574678850 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. 1314887963 true true false true false false false false true true true false false true true false true false false false false false false true false true true true true true true false false false false false false false false true false true false false false true true true true false false true 522 0 true 12743 true true true false false false false true true false false false false true false X 16 8 false false false false true true true true true false false true true true true true true false false true true FL X IRENE GILCHRIST 3522657923 PO BOX 100336 GAINESVILLE FL 326100336 David Nelson MD Chairman/President 2.0 48.0 X X 0 1345265 35407 Edward Jimenez CEO 49.0 1.0 X X 1501817 0 32212 C Parker Gibbs MD Director 2.0 48.0 X 0 758674 43447 Carolyn Roberts Director 0.5 0 X 0 0 0 David Jasmund Director 0.5 0 X 0 0 0 Edmund Beebe Director 0.5 0 X 0 0 0 Gilbert Upchurch MD Director 0.5 49.5 X 0 802835 36481 Gregory Lewis Director (Begin 01-01-2020) 0.5 0 X 0 0 0 John Patterson Director 0.5 0 X 0 0 0 Joseph Tyndall MD Interim Dean of the UF College of Medicine 0.5 49.5 X 0 648437 38945 Julie Johnson PharmD Director 0.5 49.5 X 0 488522 45003 Li-Ming Su MD Director 0.5 49.5 X 0 714586 45822 Marsha Powers Director 0.5 0 X 0 0 0 Michael McKee Director (through 4-29-2020) 0.5 49.5 X 0 336541 104334 S Daniel Ponce Director (Through 11-20-2019) 2.0 0 X 0 0 0 Thomas Kuntz Director 0.5 0 X 0 0 0 Tracy Chapman Director 2.0 0 X 0 0 0 W Kent Fuchs PhD Director 0.5 49.5 X 0 1126843 91368 James Kelly Jr SVP/CFO/Treasurer 49.5 0.5 X 750266 0 31787 Randall Jenkins SVP AND GENERAL COUNSEL/SECRETARY 30.0 20.0 X 0 472747 48534 Anna Michelle Brandt VP and Chief of Staff 49.5 0.5 X 272027 0 32982 Bradley Pollitt VP Facilities Development 49.5 0.5 X 370832 0 34334 Cindy Charyulu-D'Orra VP Revenue Cycle 50.0 0 X 367951 0 28515 Diana Richardson VP Operations (through 10-2-2019) 50.0 0 X 279490 0 25507 Gloria Lipori CIO 25.0 25.0 X 414212 0 21734 Irene Alexaitis VP Nursing and Patient Services 50.0 0 X 397698 0 24587 Janet Christie SVP HR 50.0 0 X 499319 0 31503 Marvin Dewar MD JD UFP CEO/Sr Assoc Dean UF COM 0.0 50.0 X 613980 44826 36058 Robert Nappo AVP Surgical Services 50.0 0 X 202752 0 28378 Robert Thornton VP of Finance 49.5 0.5 X 431331 0 28786 Thomas Johns Director Pharmacy and Operations 50.0 0 X 225427 0 30405 Charles Cooper Nurse Anesthetist 50.0 0 X 297295 0 34250 Elizabeth Ruszczyk Chief Compliance Officer, Chief Privacy Officer (through 12-17-2019) 49.5 0.5 X 423693 0 34094 Jill Sumfest MD Medical Director Gatorcare 0.0 0 X 488898 0 28837 JUSTIN SENIOR CEO Safety Net Hosp Alliance of FL 0.0 0 X 367336 0 19383 Melinda Kennedy Pres & COO Safety Net Hosp Alliance of FL 0.0 0 X 350381 0 34330 David Guzick MD PhD Former Chairman/President 0.0 0.0 X 0 744128 40932 James Roberts FORMER SVP AND GENERAL COUNSEL/SECRETARY 0.0 0 X 470433 0 7730 Kari Cassel FORMER SVP & CIO 0.0 0 X 352485 0 8506 Mary Ann Kiely Former SVP, CHIEF DEVELOPMENT OFFICER 0.0 0 X 337326 0 9298 9414949 7483404 1093489 987 true true false Florida Clinical Practice Association PO Box 100354 Gainesville FL 326100205 Professional Medical Services 115229502 Kelly Services Inc PO Box 530437 Atlanta GA 303530437 Contract Labor 14106890 Aramark Services PO Box 978839 Aramark Dallas Lockbox Dallas TX 753978839 ENVIRONMENTAL SERVICES 6057101 ANGELICA TEXTILE SERVICES PO BOX 532268 ATLANTA GA 303532268 LINEN SERVICES 5230425 ARUP LABORATORIES 500 CHIPETA WAY SALT LAKE CITY UT 841081221 LABORATORY SERVICES 4244463 191 1974 3926828 1938796 38345145 2346465 145623 46559208 Net Patient Service Revenue 622110 1548002355 1548002355 Affiliate Rents 621498 1364663 1364663 Addiction Recovery Programs 623220 2711196 2711196 0 0 0 0 1552078214 18782394 -17930 18800324 2734156 3793396 -1059240 0 -1059240 -1059240 26084688 0 0 5407154 26084688 -5407154 20677534 20677534 921966 3926828 266980 654986 654986 LifeQuest Organ Recovery Services 621991 8080500 8080500 Pharmacy 446110 3231556 3190984 40572 FOOD SERVICES 722310 3772449 3772449 7760801 7556703 204098 0 22845306 1660538402 1574678850 226740 39073604 X 77744827 77744827 3138952 3138952 8393870 8393870 665517 665517 517856330 428178678 88903396 774256 33876101 28009745 5815707 50649 59637141 48750137 10865628 21376 46092559 38589256 7391396 111907 2248679 2248679 570000 570000 421470 421470 1305281 1305281 186702921 170331241 14376770 1994910 6253262 2841455 3408165 3642 42267418 28526338 13303505 437575 21911248 10401066 11497895 12287 64125304 31851383 32239238 34683 5069584 3102084 1762853 204647 630004 187522 420150 22332 35322709 35322709 84738381 40224520 44466345 47516 4972937 2360607 2609542 2788 Medical Supplies 381351780 381351780 Assessment FEES 18354886 18354886 0 0 DUES/SUBSCRIPTIONS/MEMBERSHIPS 1684951 399002 1283192 2757 TAXES AND LICENSES 136361 127645 8716 2282411 416839 1421841 443731 1607754884 1314887963 288701865 4165056 14208 14208 26898700 104251154 1420539 1077259 336506332 279328872 0 0 0 0 0 0 36889415 43038049 207256349 244210336 2017443211 908621201 1080135928 1108822010 54062213 121938608 585710066 797549555 23757402 29876356 14548872 46278755 2367200024 2776385162 277149304 268523296 0 0 29775712 237361503 806556577 838395327 0 0 0 0 12484901 135684806 0 0 58464399 46501058 1184430893 1526465990 X 1178539029 1247746286 4230102 2172886 0 0 0 0 0 0 1182769131 1249919172 2367200024 2776385162 X 52783518 8437484 5929039 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 421470 421470 421470 421470 1607451253 1619210015 1607872723 1619631485 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 473568 421052 409849 421470 1725939 250000 250000 250000 250000 1000000 1500000 369 0 0 0 369 585119271 20000000 -16918117 588201154 548006612 35000000 2112659 585119271 555924439 209201912 24240683 241360422 548006612 468478427 50000000 37446012 555924439 454256709 10000000 4221718 468478427 1.0 0.0 0.0 false true true 656844 56415974 57072818 7204931 1243307788 451130783 799381936 13229360 1568750 11660610 602739297 455921668 146817629 93889017 93889017 1108822010 Investments in funds managed by related party 588201154 F Investment in Florida Treasury Investment Pool Special Purpose Investment Account 209348401 F 797549555 457b Plan Liability 3096059 Bond Swap Liabilities 41742333 SERP Accrued expense 1662666 46501058 X 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. DANCE MARATHON AT UF 2630759 2037665 593094 138847 DANCE MARATHON AT FSU 2054144 1745075 309069 111814 3 163891 144088 19803 3336 2000 10983 4848794 3926828 921966 3336 2000 261644 266980 654986 true true X true X true X true true true false true true 65229152 1000000 64229152 0.0399 317495549 263237357 54258192 0.0337 0 0 0 0.0 0 0 382724701 264237357 118487344 0.0735 22 45294 4285625 55366 4230259 0.0026 26 2242 73420439 54384283 19036156 0.0118 0 0 0 0.0 31 17052371 0 17052371 0.0106 14 180 706406 62500 643906 0.0004 93 47716 95464841 54502149 40962692 0.0254 93 47716 478189542 318739506 159450036 0.0989 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0 0 0 0 0.0 true 0 0 337369707 335830853 1538854 X true true 3 1 UF HEALTH SHANDS HOSPITAL 1600 SW ARCHER RD GAINESVILLE FL 32610 UFHEALTH.ORG 4286 X X X X X A 2 UF HEALTH REHAB HOSPITAL 2708 SW ARCHER RD GAINESVILLE FL 32608 ufhealth.org/shands-rehab-hospital 4529 X Comprehensive Medical Rehabilitation A 3 SELECT SPECIALTY HOSPITAL GAINESVILLE 1600 SW ARCHER RD 5TH FLOOR GAINESVILLE FL 32610 gainesville.selectspecialtyhospitals.com/ 4489 X Long Term Care A A false false true X X X X X X X X X 18 true false true true X ufhealth.org/social-mission-community true 18 true ufhealth.org/social-mission-community false true X 200.0 200.0 X X X X X true true X X X true X UFHEALTH.ORG/FINANCIAL-ASSISTANCE X ufhealth.org/financial-assistance X ufhealth.org/financial-assistance X X X X X X true X false X X X X true X false false 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, 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 3 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 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 6/30/2020 Medicare Cost report. Any shortfall is not treated as community benefit. 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. 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, admitting its first patient with COVID-19 in early March 2020. 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, beginning these efforts in conjunction with the Florida Department of Health in March 2020 and continuing throughout the pandemic. In the span of 10 days, faculty, staff, and students from the UF College of Public Health and Health Professions department of environmental and global health built 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 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 and Jacksonville. 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 North Central 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. Effective January 1, 2020, STHC acquired Central Florida Health, Inc. ("CFH"), a community health care provider in central Florida, 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. - as well as other various related healthcare organizations. Leesburg Regional Medical Center, Inc. is a 332-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, the two acute care hospitals, and the other related organizations began operating under the "UF Health" brand effective January 1, 2020. Community Benefit FY20 - 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) - $64.2M * Unfunded cost of Medicaid - $54.3M * Health professionals education - $19.0M * Scientific and clinical research in the health sciences - $17.1M * Donations and in-kind services to support community-based efforts - $0.7M * Community and regional health services - $4.2M * Total Community Benefit (provided at cost) - $159.5M - 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. Schedule H, Part VI, Line 7 State filing of community benefit report FL true University of Florida PO BOX 100243 Gainesville FL 32610 596002052 STATE OF FL 70991119 0 N/A N/A SUPPORT FOR MEDICAL PROGRAMS Florida Clinical Practice Association 226 Tigert Hall Gainesville FL 32611 591680273 501(C)(3) 4616960 0 N/A N/A Clinical practice support THE FLORIDA STATE UNIVERSITY FOUNDATION 325 W COLLEGE AVENUE TALLAHASSEE FL 32301 596152180 501(c)(3) 878618 0 n/a n/a FSU Dance Marathon 2020 Florida Health Professions Association PO BOX 100185 Gainesville FL 32610 593563965 501(c)(3) 400000 0 N/A N/A PROGRAM SUPPORT Mid-Florida Area Agency on Aging 100 SW 75th Street Suite 301 GAINESVILLE FL 32607 591777567 501(C)(3) 300000 0 N/A N/A PROGRAM SUPPORT AMERICAN HEART ASSOCIATION 3801 NW 40TH TER STE B GAINESVILLE FL 32606 135613797 501(C)(3) 25000 0 N/A N/A PROGRAM SUPPORT RONALD MCDONALD HOUSE 1600 SW 14TH STREET GAINESVILLE FL 32608 591887896 501(C)(3) 25000 0 N/A N/A PROGRAM SUPPORT GAINESVILLE SOCCER ALLIANCE ACADEMY 4010 NW 25TH PL GAINESVILLE FL 32606 223885781 501(C)(3) 15000 0 N/A N/A PROGRAM SUPPORT MARCH OF DIMES 1831 NW 13TH STREET SUITE 3 GAINESVILLE FL 32609 131846366 501(C)(3) 12000 0 N/A N/A PROGRAM SUPPORT JUNIOR ACHIEVEMENT 3201 SW 42nd St 3 Gainesville FL 32608 591098499 501(C)(3) 15000 0 N/A N/A PROGRAM SUPPORT MLK COMMISSION OF FL PO BOX 2092 GAINESVILLE FL 32602 591932327 501(C)(3) 10000 0 N/A N/A PROGRAM SUPPORT HIPPODROME STATE THEATRE 25 SE 2ND PLACE GAINESVILLE FL 32601 591590987 501(C)(3) 10000 0 N/A N/A PROGRAM SUPPORT MARFAN FOUNDATION INC 22 Manhasset Ave Port Washington NY 11050 521265361 501(c)(3) 10000 0 N/A N/A PROGRAM SUPPORT CHILD ADVOCACY CENTER 500 E UNIVERSITY AV ST A gainesville FL 32601 592959383 501(c)(3) 7000 0 N/A N/A PROGRAM SUPPORT Rotary Club of Gainesville Foundation Inc 9330 NW 13th Pl GAINESVILLE FL 32606 592914025 501(C)(3) 6000 0 N/A N/A PROGRAM SUPPORT 15 0 Maren Nursing Scholarship 10 5847 0 N/A N/A Burn Garments 21 0 18569 FMV BURN COMPRESSION GARMENTS BEREAVEMENT PROGRAM 12 9535 0 N/A N/A Patient and Family Assistance 35 20867 0 N/A N/A Patient and Family Assistance 26 0 36473 FMV FOOD VOUCHERS & GIFT CARDS Patient and family assistance 156 0 103376 FMV TRAVEL / LODGING Patient and family assistance 120 0 2840237 FMV medical equipment & patient supplies Pediatric recreation & diversion 58 0 92215 FMV SUPPLIES Special needs car seats 6 0 11833 FMV Special needs car seats Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. 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. X X X X X true true false false false false false true false Edward Jimenez CEO 983557 0 311000 0 207260 0 19600 0 12612 0 1534029 0 0 0 David Nelson MD Chairman/President 0 1002261 0 335040 0 7964 0 15269 0 20138 0 1380672 0 0 W Kent Fuchs PhD Director 0 900595 0 163090 0 63158 0 71148 0 20220 0 1218211 0 0 C Parker Gibbs MD Director 0 690384 0 59478 0 8812 0 23394 0 20053 0 802121 0 0 Julie Johnson PharmD Director 0 438522 0 50000 0 0 0 24799 0 20204 0 533525 0 0 Michael McKee Director (through 4-29-2020) 0 324859 0 9000 0 2682 0 81779 0 22555 0 440875 0 0 Li-Ming Su MD Director 0 622460 0 88454 0 3672 0 22954 0 22868 0 760408 0 0 Joseph Tyndall MD Interim Dean of the UF College of Medicine 0 644765 0 0 0 3672 0 14827 0 24118 0 687382 0 0 Gilbert Upchurch MD Director 0 697096 0 100927 0 4812 0 14784 0 21697 0 839316 0 0 David Guzick MD PhD Former Chairman/President 0 734528 0 0 0 9600 0 20879 0 20053 0 785060 0 0 James Roberts FORMER SVP AND GENERAL COUNSEL/SECRETARY 0 0 47500 0 422933 0 0 0 7730 0 478163 0 0 0 Randall Jenkins SVP AND GENERAL COUNSEL/SECRETARY 0 439077 0 30000 0 3670 0 27587 0 20947 0 521281 0 0 James Kelly Jr SVP/CFO/Treasurer 543735 0 132000 0 74531 0 19600 0 12187 0 782053 0 0 0 Kari Cassel FORMER SVP & CIO 0 0 0 0 352485 0 0 0 8506 0 360991 0 0 0 Mary Ann Kiely Former SVP, CHIEF DEVELOPMENT OFFICER 0 0 0 0 337326 0 0 0 9298 0 346624 0 0 0 Irene Alexaitis VP Nursing and Patient Services 318500 0 46000 0 33198 0 22400 0 2187 0 422285 0 0 0 Anna Michelle Brandt VP and Chief of Staff 254507 0 0 0 17520 0 21094 0 11888 0 305009 0 0 0 Cindy Charyulu-D'Orra VP Revenue Cycle 301249 0 59000 0 7702 0 16800 0 11715 0 396466 0 0 0 Janet Christie SVP HR 393972 0 89000 0 16347 0 19600 0 11903 0 530822 0 0 0 Marvin Dewar MD JD UFP CEO/Sr Assoc Dean UF COM 490773 27604 0 17222 123207 0 22400 1512 12146 0 648526 46338 0 0 Thomas Johns Director Pharmacy and Operations 204108 0 20837 0 482 0 18547 0 11858 0 255832 0 0 0 Gloria Lipori CIO 319481 0 58562 0 36169 0 19600 0 2134 0 435946 0 0 0 Robert Nappo AVP Surgical Services 183868 0 18469 0 415 0 16542 0 11836 0 231130 0 0 0 Bradley Pollitt VP Facilities Development 280771 0 53000 0 37061 0 22400 0 11934 0 405166 0 0 0 Diana Richardson VP Operations (through 10-2-2019) 195503 0 41000 0 42987 0 15590 0 9917 0 304997 0 0 0 Robert Thornton VP of Finance 331508 0 66000 0 33823 0 16800 0 11986 0 460117 0 0 0 Charles Cooper Nurse Anesthetist 296049 0 0 0 1246 0 22400 0 11850 0 331545 0 0 0 Melinda Kennedy Pres & COO Safety Net Hosp Alliance of FL 276257 0 35000 0 39124 0 22400 0 11930 0 384711 0 0 0 Elizabeth Ruszczyk Chief Compliance Officer, Chief Privacy Officer (through 12-17-2019) 316171 0 58000 0 49522 0 22129 0 11965 0 457787 0 0 0 JUSTIN SENIOR CEO Safety Net Hosp Alliance of FL 321419 0 0 0 45917 0 9692 0 9691 0 386719 0 0 0 Jill Sumfest MD Medical Director Gatorcare 392077 0 78013 0 18808 0 16800 0 12037 0 517735 0 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment Eligible executives may receive severance pay that is based on annual compensation for a specified period of time. The severance pay would be paid only in the event of certain types of employment termination, and is further contingent on the satisfaction of other conditions. The Compensation Committee reviews, approves and oversees all aspects and all elements of executive compensation and benefits, including the amounts awarded under the severance plan. All current year payments are appropriately reported in Column D of Part VII and Column B(iii) of Schedule J. Listed persons receiving severance pay during calendar year 2019 are as follows: James Roberts $351,464; Kari Cassel $319,651; Mary Kiely $287,926. 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 2019 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 2019 are as follows: Edward Jimenez $186,542; James Kelly Jr. $64,531; Marvin Dewar $25,297; Elizabeth Ruszczyk $18,161; Irene Alexaitis $18,432; Bradley Pollitt $16,443; Justin Senior $44,342; Melinda Kennedy $38,475; Diana Richardson $14,490; Anna Michelle Brandt $800. Schedule J, Part I, Line 7 Non-fixed payments Incentive compensation is awarded at the discretion of management and the Board of Directors. A ALACHUA CO HEALTH FACILITIES AUTHORITY 592442398 010685HD0 2007-03-30 220210000 2007AB- CONSTRUCT AND EQUIP FACILITY; PARTIAL REFUND OF 1996A BOND false false false B ALACHUA CO HEALTH FACILITIES AUTHORITY 592442398 010685HN8 2008-06-30 75000000 2008A- REFUND 2007C ISSUED NOV 2007 false false false C ALACHUA CO HEALTH FACILITIES AUTHORITY 592442398 000000000 2008-11-05 75000000 2008C- REFINANCE 1996B BONDS ISSUED OCT 1996 false false false D ALACHUA CO HEALTH FACILITIES AUTHORITY 592442398 000000000 2016-05-06 46600000 2016A- ADVANCE REFUND THE 2008D BONDS ISSUED NOV. 2008 false false false A 179815000 0 220210000 18084662 18995512 0 1630840 0 0 140334263 41164723 0 2009 true false true true B 25010000 0 75000000 0 0 0 0 0 0 0 75000000 0 2008 true false true true C 43125000 0 75000000 0 0 0 0 0 0 0 75000000 0 2008 true false true true D 7805000 0 46600000 0 0 0 217866 0 0 0 46382134 0 2017 false true true true A false false false false 0.0 0.0 0.0 false false true B false false false false 0.0 0.0 0.0 false false true C false false false false 0.0 0.0 0.0 false false true D false false false false 0.0 0.0 0.0 false false true A false false false true true true MERRILL LYNCH 30.7 true false false false true B false false false true true true Merrill Lynch 29.4 true false false false true C false false false true true true Compass Bank 19.9 true false false false true D false true false false false false false false true A true B true C true D true 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 03/29/2017 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 A Issuer name: ALACHUA CO HEALTH FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 10/22/2019 A ALACHUA CO HEALTH FACILITIES AUTHORITY 592442398 010685KG9 2014-10-22 322350732 2014A AND 2014B- CONSTRUCT AND EQUIP FACILITY false false false B ALACHUA CO HEALTH FACILITIES AUTHORITY 592442398 010685KJ3 2019-10-22 367004237 2019A AND 2019B- REFUND PRIOR TAX-EXEMPT BONDS; CONSTRUCT AND EQUIP FACILITY false false false A 0 0 322350732 0 0 0 2667083 0 0 319683649 0 0 2017 false false true true B 0 0 367004237 0 0 0 2727573 0 0 175000000 189276664 0 2019 true false true true A false false false false 0.0 0.0 0.0 false false true B false false false false 0.0 0.0 0.0 false false true A false false false true false false false false true B false true false false false false true A true B true Paul Lipori Family member of key employee Gloria Lipori 262329 EMPLOYEE COMPENSATION false JENNIFER NAPPO Family member of key employee ROBERT NAPPO 150185 EMPLOYEE COMPENSATION false John Alexaitis Family member of key employee Irene Alexaitis 108103 EMPLOYEE COMPENSATION false Eric Brandt Family member of key employee Anna Michelle Brandt 60703 EMPLOYEE COMPENSATION false James Kelly III Family member of officer James Kelly Jr. 46402 EMPLOYEE COMPENSATION false Mark Richardson Family member of key employee Diana Richardson 32900 EMPLOYEE COMPENSATION false X 2 19108 Market value X 4 54735 Cost X 3 45316 Cost X Children's toys 4 26464 Cost 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions 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 Form 990, Part VI, Line 15a PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL 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. 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 insure total cash compensation is also reasonable. Mercer periodically reviews all other aspects of executive compensation-including all elements of supplemental benefits-to insure that they compare with competitive and reasonable total remuneration levels. THIS PROCESS IS TYPICALLY UNDERTAKEN ANNUALLY; HOWEVER, THE ORGANIZATION DID NOT CONDUCT THIS REVIEW DURING FYE 6/30/2020 as management froze all employee salaries for a year due to the COVID-19 pandemic. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN JUNE 2019. 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. THIS PROCESS IS TYPICALLY UNDERTAKEN ANNUALLY; HOWEVER, THE ORGANIZATION DID NOT CONDUCT THIS REVIEW DURING FYE 6/30/2020 as management froze all employee salaries for a year due to the COVID-19 pandemic. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN JUNE 2019. 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 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 on the ufhealth.org website, and the Federal Form 990 is available upon request. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue other nonpatient revenue - Total Revenue: 6854618, Related or Exempt Function Revenue: 6650520, Unrelated Business Revenue: 204098, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; SPORTS PERFORMANCE - Total Revenue: 119502, Related or Exempt Function Revenue: 119502, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; OTHER - Total Revenue: 786681, Related or Exempt Function Revenue: 786681, Unrelated Business Revenue: , 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: ; OTHER CONSULTING FEES - Total Expense: 7414113, Program Service Expense: 4646995, Management and General Expenses: 2365217, Fundraising Expenses: 401901; All other purchased services - Total Expense: 29175943, Program Service Expense: 18286806, Management and General Expenses: 9307579, Fundraising Expenses: 1581558; Temporary / contract labor - Total Expense: 17693321, Program Service Expense: 15137690, Management and General Expenses: 2548362, Fundraising Expenses: 7269; Air and Ground Transportation - Total Expense: 3483758, Program Service Expense: 3323964, Management and General Expenses: 155612, Fundraising Expenses: 4182; Form 990, Part XI, Line 9 Other changes in net assets or fund balances ASSETS RELEASED FROM RESTRICTIONS - 5929039; 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 10073651 1308971 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 Elder Care of Alachua County Inc PO Box 100336 Gainesville FL 326100336 593051104 Services for the Elderly FL 501(c)(3) 7 STHC true Shands Auxiliary Inc PO Box 100336 Gainesville FL 326100336 593551267 Hospital Support FL 501(c)(3) Type I SEHF false Shands Lake Shore Inc PO Box 100336 Gainesville FL 326100336 592699965 Health Care FL 501(c)(3) 3 STHC true Southeastern Healthcare Foundation PO Box 100336 Gainesville FL 326100336 592357609 Hospital Support FL 501(c)(3) Type II STHC true 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 501(c)(3) Type II UF false University of Florida Foundation Inc PO Box 14425 Gainesville FL 326042425 590974739 Support the University of Florida FL 501(c)(3) 7 UF false Florida Clinical Practice Association Inc PO Box 100205 Gainesville FL 326100205 591680273 Enhance medical education and research at the University of Florida FL 501(c)(3) Type I UF false University of Florida Investment Corporation (UFICO) 800 SW 2nd Ave Gainesville FL 32601 201226494 Investment Management FL 501(c)(3) Type I UF false 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 501(c)(3) Type I UF false GatorCare Health Management Corporation 3300 SW Williston Road Gainesville FL 32610 461185106 Self-Insured Health Ins Plan FL 501(c)(3) Type I UF false Shands Jacksonville Medical Center Inc 655 West 8th Street Jacksonville FL 32209 592142859 Health Services FL 501(c)(3) 3 UF false Central Florida Health Inc dba UF Health Central Florida 600 E Dixie Ave Leesburg FL 34748 331197054 SUPPORT STHC, UFHL, AND UFHV FL 501(c)(3) Type II STHC true Leesburg Regional Medical Center Inc dba UF Health Leesburg Hospital 600 EAST DIXIE AVENUE LEESBURG FL 34748 590878982 MEDICAL SERVICES FL 501(c)(3) 3 UFHCF true The Villages Tri-County Medical Center Inc dba UF Health The Villages Hospi tal 1451 EL CAMINO REAL THE VILLAGES FL 32159 593527036 MEDICAL SERVICES FL 501(c)(3) 3 UFHCF true Leesburg Regional Medical Center Foundation Inc dba UF Health Leesburg Hosp ital Foundation 600 EAST DIXIE AVENUE LEESBURG FL 34748 591800743 SUPPORT UFHL FL 501(c)(3) Type II UFHL true The Villages Regional Hospital Auxiliary Foundation Inc dba UF Health The V illages Hospital Auxiliary Foundation 1451 EL CAMINO REAL THE VILLAGES FL 32159 550818419 SUPPORT UFHV FL 501(c)(3) Type II UFHV true SHANDS JACKSONVILLE PROPERTIES INC 655 West 8th Street Jacksonville FL 32209 591158241 SUPPORT SHANDS JACKSONVILLE MEDICAL CENTER, INC. FL 501(c)(3) Type II SJHC false SHANDS JACKSONVILLE AFFILIATES INC 655 West 8th Street Jacksonville FL 32209 591913819 SUPPORT SHANDS JACKSONVILLE MEDICAL CENTER, INC. FL 501(c)(3) Type I SJHC false SHANDS JACKSONVILLE COMMUNITY SERVICES INC 655 West 8th Street Jacksonville FL 32209 510173761 SUPPORT SHANDS JACKSONVILLE MEDICAL CENTER, INC. FL 501(c)(3) Type II SJHC false SHANDS JACKSONVILLE FOUNDATION INC 655 West 8th Street Jacksonville FL 32209 592622323 SUPPORT SHANDS JACKSONVILLE MEDICAL CENTER, INC. FL 501(c)(3) Type II SJHC false FACULTY CLINIC INC PO BOX 44008 Jacksonville FL 32231 592856153 SUPPORT UF JAX PHYSICIANS FL 501(c)(3) Type I UF false UNIVERSITY OF FLORIDA JACKSONVILLE PHYSICIANS INC 653 WEST 8TH STREET Jacksonville FL 32209 591867557 SUPPORT UF COLLEGE OF MEDICINE - JACKSONVILLE FL 501(c)(3) Type I UF false UF Health South Central LLC PO Box 100336 Gainesville FL 32610 814845198 Health Services Joint Venture FL STHC Related 67477 6855538 false 0 true 0.5 Florida Global Fixed Income Fund LLC (co UFICO) 800 SW 2nd Ave Gainesville FL 32601 020277004 Investments FL UFICO Excluded 4717952 209177153 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 false true true true true false false false false true true true true true true true true true true SOUTHEASTERN HEALTHCARE FOUNDATION C 591875 FMV