CHAPTERS HEALTH SYSTEM INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CHAPTERS HEALTH SYSTEM INC (EIN 59-2264957)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202043159349303964
- Schema version
- 2019v5.0
- 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 J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T14:30:35-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 401 East Las Olas Blvd Suite 1100 | AddressLine1Txt |
| City | Fort Lauderdale | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333014230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592264957 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chapters Health System Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAP | BusinessNameControlTxt |
| Phone | 8138718111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12470 Telecom Drive Suite 300 | AddressLine1Txt |
| City | Temple Terrace | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33637 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David J O'Neil | PersonNm |
| Person Title | chief financial officer | PersonTitleTxt |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRITTNEY KOCAJ | PreparerPersonNm |
| PTIN | P01320603 | PTIN |
| Phone | 9542028600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW MOLOSKY President & CEO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12470 Telecom Drive ste 300 | AddressLine1Txt |
| City | Temple Terrace | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33637 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $71,752,020 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | chaptershealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | Through its subsidiaries, the organization provides services that relieve the suffering of those affected by life-limiting illnesses & end-of-life issues so all may live as fully & comfortably as possible. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 335 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,391,752 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,284 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $54,036,005 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $57,185,508 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,158,916 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,884,463 | CYInvestmentIncomeAmt |
| PY Other Revenue | $290,398 | PYOtherRevenueAmt |
| CY Other Revenue | $158,970 | CYOtherRevenueAmt |
| PY Total Revenue | $63,877,071 | PYTotalRevenueAmt |
| CY Total Revenue | $61,239,225 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $26,292,799 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $28,172,437 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $54,092 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,970,053 | PYOtherExpensesAmt |
| CY Other Expenses | $30,030,504 | CYOtherExpensesAmt |
| PY Total Expenses | $55,262,852 | PYTotalExpensesAmt |
| CY Total Expenses | $58,202,941 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,614,219 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,036,284 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $201,294,664 | TotalAssetsBOYAmt |
| Total Assets EOY | $198,991,516 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $41,551,904 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $41,424,644 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $159,742,760 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $157,566,872 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Chapters Health System, Inc. (CHS), through its subsidiary organizations, provides services to relieve the suffering of persons residing in its communities affected by life-limiting illnesses and end-of-life issues so all may live as fully and comfortably as possible. (continued on Schedule O) | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $43,723,823 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $57,344,478 | RevenueAmt |
| Desc | A. Chapters Health System, Inc. provides hospice care and services to patients and families through its four hospice affiliates - LifePath Hospice, Inc., Good Shepherd Hospice, Inc., Hernando-Pasco Hospice, Inc. and Hospice of Okeechobee, Inc. All four are not-for-profit hospice programs certified by the Federal Medicare Program and provide a wide range of palliative and supportive care services to help terminally ill patients, their families, and their loved ones. In addition, Chapters Health System is the sole member and operates three additional LLC's - Chapters Health Palliative Care, LLC; Chapters Health Pharmacy, LLC and Chapters Health Staffing, LLC. (continued in Sch O). | Desc |
| Total Program Service Expenses | $43,723,823 | 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 | false | 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 | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 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 | false | 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 | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 859 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 335 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| 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 | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | 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 | David J O'Neil | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8138718111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12470 Telecom Drive Suite 300 | AddressLine1Txt |
| City | Temple Terrace | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33637 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Andrew Molosky | |||||||||
| PRESIDENT/CEO | 40.0 | 10.0 | Yes (X) | Yes (X) | $797,050 | $0 | $284,798 | ||
| Graham Smith III | |||||||||
| Treasurer | 2.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Lilly Ho-Pehling | |||||||||
| SECRETARY | 2.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Randall Woodruff | |||||||||
| VICE CHAIR | 2.0 | 3.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| William Becker Jr | |||||||||
| CHAIR | 2.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Brian Hinton | |||||||||
| BOARD MEMBER | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| CLIFFORD RHOADES | |||||||||
| BOARD MEMBER | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Frank Irby | |||||||||
| BOARD MEMBER (STARTING 9/2019) | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| James Joiner | |||||||||
| board member | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Janet Davis | |||||||||
| Board Member | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Jerry Eugene Fogarty | |||||||||
| Immediate Past Chair | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Mary Reardon | |||||||||
| BOARD MEMBER | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Philip D Wegman | |||||||||
| Board Member | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Phillip Walker | |||||||||
| BOARD MEMBER | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Richard Lentz | |||||||||
| Board Member (Through 9/2019) | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert Giles Jr | |||||||||
| Board Member | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| David J O'Neil | |||||||||
| Chief Financial Officer | 40.0 | 10.0 | Yes (X) | $554,239 | $0 | $181,138 | |||
| DEAN FORMAN | |||||||||
| CHIEF OPERATING OFFICER | 40.0 | 10.0 | Yes (X) | $373,475 | $0 | $100,165 | |||
| Donald D Evans | |||||||||
| Chief Integration and Business Development Officer (Through 1/2019) | 40.0 | 10.0 | Yes (X) | $171,449 | $0 | $448 | |||
| Paola Delp | |||||||||
| Chief Business Development Officer (Starting 11/2019) | 40.0 | 10.0 | Yes (X) | $33,715 | $0 | $0 | |||
| Ronald S Schonwetter MD | |||||||||
| Chief Medical Officer | 40.0 | 10.0 | Yes (X) | $610,286 | $0 | $179,720 | |||
| Sharon P Saucier | |||||||||
| Chief Compliance & Clinical Officer | 40.0 | 10.0 | Yes (X) | $332,749 | $0 | $76,603 | |||
| Sheryl J Sypek | |||||||||
| Chief Information Officer | 40.0 | 10.0 | Yes (X) | $357,936 | $0 | $120,516 | |||
| Andrea Miller | |||||||||
| Medical Director | 10.0 | 40.0 | $145,217 | $159,923 | $19,130 | Yes (X) | |||
| Jill Fitzpatrick | |||||||||
| VP, Finance | 40.0 | 0 | $191,110 | $0 | $29,901 | Yes (X) | |||
| MARY A ALFANO-TORRES | |||||||||
| MEDICAL DIRECTOR | 40.0 | 0 | $295,845 | $0 | $30,845 | Yes (X) | |||
| STEWART STEIN MD | |||||||||
| Associate Vice President - Medical Svcs | 40.0 | 0 | $334,970 | $0 | $38,831 | Yes (X) | |||
| SUZANNE WALL | |||||||||
| VP, Human Resources | 40.0 | 0 | $240,815 | $0 | $53,681 | Yes (X) | |||
| Audra Farish | |||||||||
| Former Chief Human Resources officer | 0.0 | 0.0 | $148,220 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,587,076 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $159,923 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,115,776 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 47 | 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 |
|---|---|---|---|---|---|
| St Josephs Hospital Inc | |||||
| 3001 W Martin Luther King Blvd | Tampa | FL | 33607 | PATIENT SERVICES | $1,909,983 |
| Simione Healthcare Consultants | |||||
| 4130 Whitney Avenue | Hamden | CT | 06518 | CONSULTING SERVICES | $1,295,017 |
| University Community Hospital | |||||
| PO Box 864447 | Orlando | FL | 32886 | PATIENT SERVICES | $871,352 |
| The Grove Health & Rehab | |||||
| 124 W Norvell Bryant Hwy | Hernando | FL | 34442 | PATIENT SERVICES | $860,396 |
| Lakeland Regional Medical Center | |||||
| 1324 Lakeland Hills Blvd | Lakeland | FL | 338050488 | PATIENT SERVICES | $800,570 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 117 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $10,284 | GovernmentGrantsAmt |
| Total Contributions | $10,284 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SHARED SERVICES AGREEMENT | 561000 | $42,046,088 | $42,046,088 |
| PHARMACY | 446110 | $7,905,180 | $7,905,180 |
| RENTAL INCOME FROM AFFILIATES | 532000 | $3,472,939 | $3,472,939 |
| MEDICAL STAFFING SERVICES | 900099 | $2,144,638 | $2,144,638 |
| PALLIATIVE CARE | 624100 | $1,616,663 | $1,616,663 |
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 | $57,185,508 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,002,710 | TotalRevenueColumnAmt |
| Exclusion | $3,002,710 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,394,548 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,501,076 | SecuritiesAmt |
| Other | $11,719 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $893,472 | SecuritiesAmt |
| Other | -$11,719 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $881,753 | TotalRevenueColumnAmt |
| Exclusion | $881,753 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Commission for lease negotiations | 900099 | $143,357 | $143,357 |
| Unclaimed property proceeds | 900099 | $11,671 | $11,671 |
| Medical Records | 900099 | $3,942 | $3,942 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| 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) |
|---|---|---|
| Other Revenue Total | $158,970 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,239,225 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $57,344,478 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,884,463 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,174,286 | TotalAmt |
| Program Services | $571,530 | ProgramServicesAmt |
| Management And General | $3,548,664 | ManagementAndGeneralAmt |
| Fundraising | $54,092 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,304 | TotalAmt |
| Program Services | $67,304 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,306,361 | TotalAmt |
| Program Services | $19,306,361 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $772,641 | TotalAmt |
| Program Services | $772,641 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,427,548 | TotalAmt |
| Program Services | $2,427,548 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,424,297 | TotalAmt |
| Program Services | $1,424,297 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,028,044 | TotalAmt |
| Management And General | $1,028,044 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,057 | TotalAmt |
| Management And General | $259,057 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,627 | TotalAmt |
| Management And General | $184,627 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,128 | TotalAmt |
| Management And General | $305,128 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,016,555 | TotalAmt |
| Program Services | $3,016,555 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,370 | TotalAmt |
| Program Services | $214,370 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,184,890 | TotalAmt |
| Program Services | $4,184,890 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,526,676 | TotalAmt |
| Program Services | $3,526,676 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,139,090 | TotalAmt |
| Program Services | $1,139,090 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,243 | TotalAmt |
| Program Services | $325,243 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,520 | TotalAmt |
| Program Services | $90,520 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,082,259 | TotalAmt |
| Management And General | $1,082,259 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,642,436 | TotalAmt |
| Management And General | $6,642,436 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,374,811 | TotalAmt |
| Management And General | $1,374,811 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Drugs | $3,897,017 | $3,897,017 |
| RECRUITMENT | $708,058 | $708,058 |
| REPAIRS & MAINTENANCE | $1,137,037 | $1,137,037 |
| MED, OXYGEN, IV & DMW | $107,527 | $107,527 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $807,159 | TotalAmt |
| Program Services | $807,159 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,202,941 | TotalAmt |
| Program Services | $43,723,823 | ProgramServicesAmt |
| Management And General | $14,425,026 | ManagementAndGeneralAmt |
| Fundraising | $54,092 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,050 | BOYAmt |
| EOY | $15,600 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,490,080 | BOYAmt |
| EOY | $16,763,542 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $394,434 | BOYAmt |
| EOY | $367,789 | 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 |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,472 | BOYAmt |
| EOY | $259,699 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,497,539 | BOYAmt |
| EOY | $4,099,381 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $117,331,467 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $54,897,970 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,544,227 | BOYAmt |
| EOY | $62,433,497 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,421,326 | BOYAmt |
| EOY | $91,414,128 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,307,497 | BOYAmt |
| EOY | $2,186,399 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,397,333 | BOYAmt |
| EOY | $18,511,520 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,942,706 | BOYAmt |
| EOY | $2,939,961 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,294,664 | BOYAmt |
| EOY | $198,991,516 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,102,311 | BOYAmt |
| EOY | $9,538,002 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,212,832 | BOYAmt |
| EOY | $13,379,676 | 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 | $15,000,000 | BOYAmt |
| EOY | $15,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,236,761 | BOYAmt |
| EOY | $3,506,966 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,551,904 | BOYAmt |
| EOY | $41,424,644 | 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 | $159,742,760 | BOYAmt |
| EOY | $157,566,872 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,742,760 | BOYAmt |
| EOY | $157,566,872 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,294,664 | BOYAmt |
| EOY | $198,991,516 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,036,284 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,694,112 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$17,906,284 | 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 | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 4 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| LIFEPATH HOSPICE INC | ||||
| 205276870 | 9 | Yes (true) | $0 | $26,409,529 |
| GOOD SHEPHERD HOSPICE INC | ||||
| 205276923 | 9 | Yes (true) | $0 | $8,387,626 |
| CHAPTERS HEALTH HOME CONNECT INC | ||||
| 275158323 | 9 | Yes (true) | $0 | $254,581 |
| HERNANDO PASCO HOSPICE INC | ||||
| 592217929 | 9 | Yes (true) | $0 | $10,005,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $45,057,361 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | false | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part I, Line 12g AMOUNT OF SUPPORT | CHAPTERS HEALTH SYSTEM, INC. PROVIDES SUPPORT SERVICES TO ITS SUBSIDIARIES AND ITS SUPPORTED ORGANIZATIONS (LIFEPATH HOSPICE, INC., GOOD SHEPHERD HOSPICE, INC., CHAPTERS HEALTH home connect, INC. AND HERNANDO PASCO HOSPICE, INC.) IN THE FORM OF INFORMATION TECHNOLOGY, HUMAN RESOURCES, LEGAL, FUND RAISING, COMPLIANCE, ACCOUNTING, MANAGEMENT OVERSIGHT AND HEALTHCARE PERSONNEL. |
| Schedule A, Part IV, Section C, Line 1 Majority director detail | The articles of incorporation of Chapters Health System, Inc. ("Chapters") identify that the organization is organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the tax-exempt purposes and missions of the supported organizations (LifePath Hospice, Good Shepherd Hospice, Chapters Home Health Connect, and Hernando Pasco Hospice). As a supporting organization, Chapters is supervised and controlled in connection with the supported organizations, and therefore is designated a Type II supporting organization. Chapters meets this classification because the management of Chapters is vested in the same persons that control and manage the supported organizations. The bylaws of each of the supported organizations require that the board of directors of each supported organization shall include Chapters' Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, and Chief Medical Officer. The bylaws further require that the management of each supported organization shall include Chapters' Chief Legal Officer and Chief Clinical and Compliance Officer, who will serve as ex-officio nonvoting members of the governing bodies. In addition, there are other members of the supported organization governing boards who also serve as directors on the Chapters board. The fact that the management of Chapters is vested in the same persons that control and manage the supported organizations allows Chapters and its four supported organizations to function collectively as a health system. Chapters provides management and administrative support to the supported organizations and various clinical services that further the supported organizations' tax-exempt purpose of providing hospice and home health services to the community. The fact that the core leadership team of each of the supported organizations is also Chapters core leadership team assures that Chapters is responsive to the needs and demands of the supported organizations and that Chapters constitutes an integral part of and maintains a significant involvement in the operations of the supported organizations. |
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) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $184,627 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $2,588 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $187,215 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | A lobbyist was hired to represent the organization before the Florida Legislature and the Executive Branch of Florida Government, including the Department of Elder Affairs and the Agency of Health Care Administration, and to provide guidance regarding interaction with legislation and agency staff on matters pertaining to specific issue advocacy, legislative and regulatory developments of concern. The organization pays annual dues to the National Hospice and Palliative Care Organization (NHPCO) for its membership. A portion of the total dues paid is indirectly related to lobbying activities. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $987,153 | BeginningYearBalanceAmt |
| Contributions | $30,068 | ContributionsAmt |
| End Year Balance | $1,017,221 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $966,052 | BeginningYearBalanceAmt |
| Contributions | $21,101 | ContributionsAmt |
| End Year Balance | $987,153 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $952,006 | BeginningYearBalanceAmt |
| Contributions | $14,046 | ContributionsAmt |
| End Year Balance | $966,052 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $938,429 | BeginningYearBalanceAmt |
| Contributions | $13,577 | ContributionsAmt |
| End Year Balance | $952,006 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $750,493 | BeginningYearBalanceAmt |
| Contributions | $181,026 | ContributionsAmt |
| Investment Earnings Or Losses | $6,910 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $938,429 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0644 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.9356 | 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) |
|---|---|---|
| Other Cost Or Other Basis | $6,259,943 | OtherCostOrOtherBasisAmt |
| Book Value | $6,259,943 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,920,206 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,377,379 | DepreciationAmt |
| Book Value | $41,542,827 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,549,454 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,949,571 | DepreciationAmt |
| Book Value | $2,599,883 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,774,919 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,327,903 | DepreciationAmt |
| Book Value | $8,447,016 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,826,945 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,243,117 | DepreciationAmt |
| Book Value | $3,583,828 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $62,433,497 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED SERP LIABILITIES | $1,180,502 |
| LEASE INCENTIVE OBLIGATION | $689,063 |
| CAPITAL LEASE OBLIGATION | $1,082,511 |
| UNCLAIMED PROPERTY | $3,571 |
| SWAP LIABILITY | $551,319 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,506,966 | 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 Building Endowment fund provides funds for the necessary maintenance and facility up-keep of all Chapters Health Systems, Inc. (CHS) facilities; the Children's Endowment fund provides funds for specific equipment and staffing to meet the needs of pediatric patients, grieving children and families; The Medical Student endowment provides funds to the Medical Student Program that educates future physicians on the importance of end-of-life care. THESE ENDOWMENTS ARE HELD BY CHAPTERS HEALTH FOUNDATION, INC. (CHF), a related organization, AND THE PROGRAMS AND FACILITIES OF CHF SUPPORT CHS AND ITS AFFILIATES. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | Chapters and the affiliate organizations are exempt from income taxes on income from related activities under Section 501(c)(3) of the U.S. Internal Revenue Code and corresponding state tax law. Accordingly, no provision has been made for federal or state income taxes. U.S. GAAP requires that a tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. The applicable Forms 990 have not been subject to examination by the Internal Revenue Service or the state of Florida for the last three years. CHS does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. CHS recognizes interest and/or penalties related to income tax matters in income tax expense. CHS did not have any amounts accrued for interest and penalties at December 31, 2019 and 2018. |
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 | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Andrew Molosky | ||||||||||||||
| PRESIDENT/CEO | $527,455 | $0 | $255,975 | $0 | $13,620 | $0 | $257,170 | $0 | $27,628 | $0 | $1,081,848 | $0 | $205,975 | $0 |
| Audra Farish | ||||||||||||||
| Former Chief Human Resources officer | $0 | $0 | $0 | $0 | $148,220 | $0 | $0 | $0 | $0 | $0 | $148,220 | $0 | $0 | $0 |
| Ronald S Schonwetter MD | ||||||||||||||
| Chief Medical Officer | $462,922 | $0 | $135,675 | $0 | $11,689 | $0 | $147,159 | $0 | $32,561 | $0 | $790,006 | $0 | $135,675 | $0 |
| David J O'Neil | ||||||||||||||
| Chief Financial Officer | $418,632 | $0 | $124,643 | $0 | $10,964 | $0 | $136,324 | $0 | $44,814 | $0 | $735,377 | $0 | $124,288 | $0 |
| Sheryl J Sypek | ||||||||||||||
| Chief Information Officer | $267,957 | $0 | $79,817 | $0 | $10,162 | $0 | $88,938 | $0 | $31,578 | $0 | $478,452 | $0 | $79,817 | $0 |
| DEAN FORMAN | ||||||||||||||
| CHIEF OPERATING OFFICER | $348,266 | $0 | $16,215 | $0 | $8,994 | $0 | $88,007 | $0 | $12,158 | $0 | $473,640 | $0 | $0 | $0 |
| Sharon P Saucier | ||||||||||||||
| Chief Compliance & Clinical Officer | $322,701 | $0 | $0 | $0 | $10,048 | $0 | $59,304 | $0 | $17,299 | $0 | $409,352 | $0 | $0 | $0 |
| Donald D Evans | ||||||||||||||
| Chief Integration and Business Development Officer (Through 1/2019) | $9,425 | $0 | $63,829 | $0 | $98,195 | $0 | $291 | $0 | $157 | $0 | $171,897 | $0 | $161,442 | $0 |
| STEWART STEIN MD | ||||||||||||||
| Associate Vice President - Medical Svcs | $286,867 | $0 | $45,065 | $0 | $3,038 | $0 | $22,505 | $0 | $16,326 | $0 | $373,801 | $0 | $45,065 | $0 |
| MARY A ALFANO-TORRES | ||||||||||||||
| MEDICAL DIRECTOR | $268,117 | $0 | $25,152 | $0 | $2,576 | $0 | $28,523 | $0 | $2,322 | $0 | $326,690 | $0 | $12,505 | $0 |
| Andrea Miller | ||||||||||||||
| Medical Director | $144,239 | $141,542 | $0 | $17,225 | $978 | $1,156 | $7,890 | $8,897 | $1,101 | $1,242 | $154,208 | $170,062 | $0 | $17,225 |
| SUZANNE WALL | ||||||||||||||
| VP, Human Resources | $203,060 | $0 | $35,280 | $0 | $2,475 | $0 | $34,390 | $0 | $19,291 | $0 | $294,496 | $0 | $35,280 | $0 |
| Jill Fitzpatrick | ||||||||||||||
| VP, Finance | $167,261 | $0 | $22,308 | $0 | $1,541 | $0 | $13,394 | $0 | $16,507 | $0 | $221,011 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 4a Severance or change-of-control payment | THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING 2019: A.Farish $148,220 |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | CHS HAS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN WHICH SOME OF THE INTERESTED PERSONS PARTICIPATE. DURING 2019, THE FOLLOWING PAYMENTS WERE MADE BY CHS INTO THE SERP PLANS OF THE PARTICIPANTS: D.Evans $97,613 A.Molosky $197,744 R.Schonwetter $91,385 D.O'Neil $83,768 S.Saucier $49,239 S.Sypek $53,761 D.Forman $54,932 S.Wall $17,169 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | City of Temple Terrace Florida | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 596000439 | BondIssuerEIN |
| Bond Issued | 2017-03-23 | BondIssuedDt |
| Issue Price | $19,365,900 | IssuePriceAmt |
| Purpose | TO REFUND THE OUTSTANDING BALANCES OF THE SERIES 2003, SERIES 2004, AND SERIES 2010 BONDS. | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $5,549,700 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $19,365,900 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $0 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $19,365,900 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2017 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (true) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.0 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | false | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | false | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN C O'NEIL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER OF DAVID O'NEIL, CFO | RelationshipDescriptionTxt |
| Transaction | $67,304 | TransactionAmt |
| Transaction | Salary and Benefits | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a PROGRAM SERVICE ACCOMPLISHMENTS | (continued from part iii) Chapters Health System provides significant management duties, including without limitation, financial and accounting services, human resources, legal and marketing services, information technology services, to its subsidiaries and wholly owned LLC's via a written Management Agreement. The amount of these services is reflected in the statement of revenue as Shared Services Revenue" and Management Fee Income. B. LifePath Hospice, Inc. LifePath Hospice is a Medicare-certified agency that provides end-of-life care in Hillsborough County, Florida. In 2019, LifePath Hospice served 7,334 patients in its community. Lifepath Hospice maintains 93% market share in Hillsborough County in 2019 as they are one of two hospice providers. The company has 797 trained volunteers whose donated time is valued at $690,615. LifePath Hospice provided $1,348,000 in charity care in 2019. C. Good Shepherd Hospice, Inc. Good Shepherd Hospice is a Medicare-certified agency that provides end-of-life care in Polk, Highlands and Hardee counties in Florida. In 2019, Good Shepherd Hospice served 4,216 patients in its communities. Good Shepherd Hospice maintains 53% market share in Polk Highlands and Hardee counties in 2019. The company has 309 trained volunteers whose donated time is valued at $558,299. Good Shepherd Hospice provided $765,000 in charity care in 2019. D. Hernando-Pasco Hospice, Inc. Hernando-Pasco Hospice is a Medicare-certified agency that provides end-of-life care in Hernando, Pasco and Citrus counties in Florida. Hernando-Pasco Hospice also provides home health services in Pasco and Pinellas counties. Hernando-Pasco Hospice affiliated with Chapters Health System, Inc. on February 1, 2015. In 2019, Hernando-Pasco Hospice served 4,407 patients in its communities. Hernando-Pasco Hospice maintains 46% market share in Hernando, Pasco and Citrus counties in 2019. The company has 266 trained volunteers whose donated time is valued at $691,231. Hernando-Pasco Hospice provided $356,000 in charity care in 2019. E. Hospice of Okeechobee, Inc. Hospice of Okeechobee, Inc. provides hospice services that relieve the suffering of persons residing in its communities affected by life-limiting illnesses and end-of-life issues so all may live as fully and comfortably as possible. Hospice of Okeechobee, Inc. affiliated with Chapters Health System, Inc. on August 1, 2019. In 2019, Hospice of Okeechobee, Inc. served 96 patients in its communities. The company has 48 trained volunteers whose donated time is valued at $41,730. F. Chapters Health Palliative Care, LLC. Chapters Health Palliative Care provides pain and palliative care consults in hospitals and other facilities in Hillsborough and Polk counties. In 2019, Chapters Health Palliative Care provided 10,557 patient visits, which included 3,438 new palliative care consults at three hospitals and three nursing home/rehabilitation centers. G. Chapters Health Pharmacy, LLC Chapters Health Pharmacy is a not-for-profit subsidiary that provides medications for the patients of LifePath Hospice and Good Shepherd Hospice. Chapters Health Pharmacy improved staff efficiency with electronic medication orders, filling 171,055 prescriptions in 2019. Chapters Health Pharmacy provides free delivery of medications for hospice patients, at a cost of more than $1,112,801. H. Chapters Health Staffing, LLC. Chapters Health System established a not-for-profit subsidiary, Chapters Health Staffing, LLC, in 2009. Chapters Health Staffing operates a licensed health care services pool. This company provides temporary staffing of healthcare personnel to other Chapters Health System subsidiaries and enables Chapters Health System to centralize the management of clinical staff whose duties cross between multiple subsidiaries. Chapters Health Staffing staff includes physicians, nurses, respiratory therapists and managers for the oncology program, medical staff and infusion services. I. Chapters Health System Development Department The Chapters Health System Development Department is the fundraising entity for LifePath Hospice and Good Shepherd Hospice. Through community events and fundraising activities, the Development Department raises funds to support the unfunded programs of LifePath Hospice and Good Shepherd Hospice, which include charity care, community grief support and medical student education. In 2019, a total of 11,281 donors contributed $4,845,392 to the Chapters Heath System Development Department through capital campaigns, memorials, realized planned gifts, special events and other gifts. J. Chapters Senior Independence, Inc. (d/b/a Chapters Health Home Connect) Chapters Health Home Connect is a not for profit corporation formed in 2011. Chapters Health Home Connect's mission is to provide services for the support and care of frail elderly persons. Chapters Health Home Connect provided the aforementioned services through Chapters Health PACE (PACE) and Chapters Nursing Home Diversion (Home Diversion). DURING 2013 MANAGEMENT MADE A STRATEGIC DECISION TO DISCONTINUE THE OPERATIONS OF PACE AND HOME DIVERSION. K. CHAPTERS HEALTH FOUNDATION, INC. (f/k/a Hospice Foundation, Inc.) CHAPTERS HEALTH FOUNDATION, INC. (formerly known as Hospice Foundation, Inc.) is a not for profit organization that was originally formed solely to provide financial support to Hernando-Pasco Hospice, Inc. and is 100% controlled by Chapters Health System, Inc. Hospice Foundation Inc. affiliated with Chapters Health System, Inc. on February 1, 2015, and legally changed its name to CHAPTERS HEALTH FOUNDATION, INC. in 2018. |
| Form 990, Part III, Line 1 ORGANIZATION'S MISSION | (CONTINUED FROM PART III) CHS ALSO WORKS TO PROMOTE AN UNDERSTANDING OF THE NEEDS OF PERSONS WITH SERIOUS OR LIFE-LIMITING ILLNESSES AS WELL AS THE NEEDS OF ITS FAMILIES AND CAREGIVERS. CHS PROVIDES SIGNIFICANT MANAGEMENT DUTIES, INCLUDING WITHOUT LIMITATION, FINANCIAL AND ACCOUNTING SERVICES, HUMAN RESOURCES, LEGAL SERVICES, MARKETING SERVICES AND INFORMATION TECHNOLOGY SERVICES, TO ITS SUBSIDIARIES AND WHOLLY OWNED LLC'S VIA A WRITTEN MANAGEMENT AGREEMENT. |
| Form 990, Part VI, Line 15b process to establish compensation of other employees | the compensation of all other officers and key employees is determined by the president/ceo. the president/ceo uses COMPARABILITY DATA AND AN INDEPENDENT COMPENSATION CONSULTANT TO DETERMINE THE COMPENSATION. THE DECISIONS ARE DOCUMENTED IN EACH EMPLOYEE'S file. THIS PROCESS TOOK PLACE DURING THE YEAR. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | THE EXECUTIVE COMMITTEE, MADE UP OF THE PRESIDENT AND CEO, CHAIRPERSON OF THE BOARD, VICE CHAIRPERSON OF THE BOARD, TREASURER OF THE BOARD, SECRETARY OF THE BOARD, IMMEDIATE PAST CHAIRPERSON OF THE BOARD AND NO FEWER THAN TWO ADDITIONAL ELECTED DIRECTORS AND/OR ELECTED DIRECTORS OF AFFILIATE BOARDS AS APPOINTED BY THE BOARD CHAIRPERSON, SHALL CARRY OUT THE WORK OF THE BOARD OF DIRECTORS BETWEEN MEETINGS AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR ITS ACTION. THE EXECUTIVE COMMITTEE SHALL HAVE ALL THE AUTHORITY OF THE BOARD OF DIRECTORS except that the Executive Committee is not authorized to: (1) recommend actions or proposals required to be approved by Board members; (2) fill vacancies on the Board or any committee thereof; or (3) adopt, amend, supplement, restate, repeal, or rescind these Bylaws. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | Chapters Health System, Inc. retains an independent tax advisor to assist management in the preparation and review of its IRS Form 990. Prior to filing the return, management and the independent tax advisor review the return and all required schedules with the Compensation Committee of the Board of Directors. The Compensation Committee is composed of independent directors of the Company. Upon completion of its review, the Compensation Committee recommends to the Executive Committee of the Board of Directors that management be authorized to sign and file the return. Under the Company's bylaws the Executive Committee has the authority to take this action on behalf of the Board of Directors. A COMPLETE copy of the Form 990 is provided to the full board prior to filing with the IRS and the Executive Committee reports its activities to the Board of Directors on a quarterly basis. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Annually, each officer, director and key employee signs an acknowledgement and disclosure form attesting that they have read the Conflict of Interest Policy and agreeing to comply fully with its terms and conditions during their services with Chapters Health System, Inc. They further agree that if, at any time subsequent to the submission of the disclosure form, they become aware of any actual or potential conflict of interest or the information previously submitted becomes inaccurate or incomplete, they will promptly notify the CHS Board of Directors or the President and CEO of Chapters Health System, Inc. DETERMINATION OF AND REMEDIES FOR CONFLICTS OF INTEREST 1. Disclosure. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of his or her financial interest and must be given the opportunity to disclose all material facts to the Directors (and members of committees) considering the proposed transaction or arrangement. The disclosure shall be made as soon as practicable following the realization by the interested person that an actual or possible conflict of interest exists. Ordinarily, disclosures by interested persons should be to the Chairperson of the Board. When an actual or possible conflict of interest becomes apparent in the course of a Board meeting (or committee meeting), the interested person shall immediately disclose his or her financial interest and related material facts to the presiding Director or officer at such meeting. 2. Determining Whether a Conflict of Interest Exists. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, the interested person shall leave the Board (or committee) meeting while the determination of a conflict of interest is discussed and voted upon. The remaining Board (or committee) members shall decide if a conflict of interest exists. 3.Procedures for Addressing the Conflict of Interest. (a) An interested person who has a conflict of interest may make a presentation at the Board (or committee) meeting, but after such presentation, he or she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement that result in the conflict of interest. The interested person who has a conflict of interest will not be counted as present for determining a majority with respect to the vote on the transaction or arrangement that results in the conflict of interest. (b) The Chairperson of the Board (or committee) shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. (c) After exercising due diligence, the Board (or Committee) shall determine whether Chapters Health System can obtain a more advantageous transaction or arrangement with reasonable efforts from a person or business entity that would not give rise to a conflict of interest. (d)If a more advantageous transaction or arrangement is not reasonably attainable under circumstances that would not give rise to a conflict of interest, the Board (or committee) shall determine by a majority vote of the disinterested Directors (or committee members) whether the transaction or arrangement is in CHS's best interest and for its own benefit and whether the transaction is fair and reasonable to CHS and shall make its decision as to whether to enter into the transaction or arrangement in conformity with such determination. Violations of the Conflicts of Interest Policy (a) If the Board (or committee) has reasonable cause to believe that an interested person has failed to disclose actual or possible conflicts of interest, it shall inform the interested person of the basis for such belief and afford the interested person an opportunity to explain the alleged failure to disclose. (b) If, after hearing the response of the interested person and making such further investigation as may be warranted under the circumstances, the Board (or committee) determines that the interested person has in fact failed to disclose an actual or possible conflict of interest, it shall take such action as it determines to be appropriate, including corrective and disciplinary action. RECORD OF PROCEEDINGS The minutes of the Board (and each committee) shall contain: 1. The name of each person who disclosed or otherwise was found to have a financial interest in connection with an actual or possible conflict of interest, the nature of the financial interest, any action taken to determine whether a conflict of interest was present, and the Board's (or committee's) decision as to whether a conflict of interest in fact existed. 2. The names of the persons who were present for discussions and votes relating to the transaction or arrangement, the content of the discussion, including any alternatives to the proposed transaction or arrangement, and a record of any votes taken in connection therewith. PERIODIC REVIEWS To ensure that CHS operates in a manner consistent with its charitable purposes and that it does not engage in activities that could jeopardize its status as an organization exempt from federal income tax, periodic reviews shall be conducted. CHS may, but need not, use an outside advisor to conduct a periodic review. The periodic review shall include, at a minimum, the following subjects: 1. Whether compensation arrangements and benefits are reasonable and are the results of arm's-length bargaining. 2. Whether agreements to provide health care and agreements with other health care providers, employees and third party payers further CHS's charitable purposes and do not result in private inurement or impermissible private benefit. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The organization engaged an independent compensation consultant to assist in establishing a Compensation Charter that details the organization's procedures for setting compensation of the President/CEO and all other officers and key employees of the organization. The Compensation Charter established the Compensation Committee, the independent body responsible for establishing the compensation of the President/CEO. The Compensation Committee relies on a recent compensation study performed by an independent compensation consultant, which is done on an annual basis, that provides compensation data for similarly qualified persons in comparable organizations to support its decision-making process and reports its activities to the Board of Directors at the next regularly scheduled meeting. The Compensation Committee adequately documents its compensation determinations in the meeting minutes on a timely basis. This is done annually. |
| Form 990, Part VI, Line 19 Required documents available to the public | The organization's articles of incorporation are filed with and viewable by the public at the official website of the Florida Department of State, Division of Corporations. The organization's Bylaws and conflict of interest policy are not made available to the public. Unaudited financial statements of the organization are filed and viewable by the public at the official website of the State of Florida, Division of Consumer Services. The organization is required to file its audited consolidated financial statements and other financial information with its annual Medicare cost report. This information is subject to a public records request. In addition, the organization reports its financial performance each year in its Annual Report, copies of which are available to the public upon request. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Gain on Investment in Affiliate - 52902; Change in value of split interest agreement - -843248; Net Asset Transfer - -17115938; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| CHAPTERS HEALTH PALLIATIVE CARE LLC | |||||||||
| 12470 TELECOM DRIVE SUITE 300 | TEMPLE TERRACE | FL | 33637 | 205620723 | PALLIATIVE | FL | $1,616,663 | $0 | CHAPTERS HEALTH SYSTEM INC |
| CHAPTERS HEALTH PHARMACY LLC | |||||||||
| 12470 TELECOM DRIVE SUITE 300 | TEMPLE TERRACE | FL | 33637 | 208607458 | PHARMACY | FL | $7,905,180 | $259,699 | CHAPTERS HEALTH SYSTEM INC |
| CHAPTERS HEALTH STAFFING LLC | |||||||||
| 12470 TELECOM DRIVE SUITE 300 | TEMPLE TERRACE | FL | 33637 | 264146328 | STAFFING | FL | $2,144,638 | $0 | CHAPTERS HEALTH SYSTEM INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LIFEPATH HOSPICE INC | |||||||||||
| 12470 TELECOM DRIVE SUITE 300 | TEMPLE TERRACE | FL | 33637 | 205276870 | HOSPICE CARE | FL | 501(c)(3) | 10 | CHAPTERS HEALTH SYSTEM INC | Yes (true) | |
| GOOD SHEPHERD HOSPICE INC | |||||||||||
| 12470 TELECOM DRIVE SUITE 300 | TEMPLE TERRACE | FL | 33637 | 205276923 | HOSPICE CARE | FL | 501(c)(3) | 10 | CHAPTERS HEALTH SYSTEM INC | Yes (true) | |
| CHAPTERS HEALTH HOME CONNECT INC | |||||||||||
| 12470 TELECOM DRIVE SUITE 300 | TEMPLE TERRACE | FL | 33637 | 275158323 | LONG-TERM CARE | FL | 501(c)(3) | 10 | CHAPTERS HEALTH SYSTEM INC | Yes (true) | |
| Chapters Health Foundation Inc | |||||||||||
| 12470 TELECOM DRIVE suite 300 | TEMPLE TERRACE | FL | 33637 | 593467282 | Foundation | FL | 501(c)(3) | 7 | CHAPTERS HEALTH SYSTEM INC | Yes (true) | |
| HERNANDO PASCO HOSPICE INC | |||||||||||
| 12470 TELECOM DRIVE suite 300 | TEMPLE TERRACE | FL | 33637 | 592217929 | HOSPICE CARE | FL | 501(c)(3) | 10 | CHAPTERS HEALTH SYSTEM INC | Yes (true) | |
| Hospice of Okeechobee Inc | |||||||||||
| 12470 Telecom Drive | Temple Terrace | FL | 33637 | 592831397 | Hospice Care | FL | 501(c)(3) | 10 | Chapters Health System Inc | Yes (true) | Suite 300 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Allcare Medical of Florida LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 King Street | AddressLine1Txt |
| Address Line2 | Suite 4 | AddressLine2Txt |
| City | Tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32926 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463626920 | EIN |
| Primary Activities | Medical Services | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAPTERS HEALTH SYSTEM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Share Of Total Income | -$380,859 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,683,694 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | $0 | UBICodeVAmt |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.9 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | 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 | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LIFEPATH HOSPICE INC | ||
| A | $1,056,700 | FMV |
| GOOD SHEPHERD HOSPICE INC | ||
| A | $1,264,199 | FMV |
| HERNANDO PASCO HOSPICE Inc | ||
| A | $1,152,040 | FMV |
| LIFEPATH HOSPICE INC | ||
| L | $760,585 | FMV |
| GOOD SHEPHERD HOSPICE INC | ||
| L | $213,703 | FMV |
| HERNANDO PASCO HOSPICE Inc | ||
| L | $265,608 | FMV |
| HERNANDO PASCO HOSPICE Inc | ||
| O | $305,140 | FMV |
| CHAPTERS HEALTH HOME CONNECT | ||
| Q | $254,581 | FMV |
| LIFEPATH HOSPICE INC | ||
| Q | $25,352,829 | FMV |
| GOOD SHEPHERD HOSPICE INC | ||
| Q | $7,123,427 | FMV |
| HERNANDO PASCO HOSPICE Inc | ||
| Q | $8,853,585 | FMV |
| CHAPTERS HEALTH FOUNDATION INC | ||
| Q | $300,000 | FMV |
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