2018-05-15T14:01:51-05:00 2017-06-30 990 2016-07-01 591943502 SHANDS TEACHING HOSPITAL AND CLINICS INC SHAN 3522657962 PO BOX 100336 GAINESVILLE FL 326100336 James J Kelly Jr Sr VP/CFO and Treasurer 2018-05-14 2016 2022-09-23 18:48:47Z David Guzick PO BOX 100336 GAINESVILLE FL 326100336 1456206279 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 specialty hospitals, which support the University of Florida's clinical, education and research missions in more than 100 specialty and subspecialty medical areas. 17 8 10958 3095 639052 -288447 12976310 16758613 1338764064 1405408540 22780836 16771726 17392809 14836281 1391914019 1453775160 76020420 75722679 0 0 573070532 595056896 0 0 5505483 664587890 692272375 1313678842 1363051950 78235177 90723210 2225155036 2290790606 1275217901 1241298839 949937135 1049491767 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, Collaboration, Compassion, Competence, Communication, Creativity, Empowerment, Excellence, Integrity, Respect 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 1162718797 75722679 1418492676 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 895 BEDS, AN INPATIENT PSYCHIATRIC AND SUBSTANCE ABUSE FACILITY OF 81 BEDS, AN INPATIENT REHABILITATION HOSPITAL OF 40 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 FINDINGS 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. 1162718797 true true false true false false false false false true true true false false true false false true false false false false false false true false true true true true true true true false false false false false false true false false true false false false true true false false false true 309 0 true 10958 true true true false false false false true true false false false false false X 17 8 false false false false false true true true true false false true true true true true true true true true true FL X IRENE GILCHRIST 3522657923 PO BOX 100336 GAINESVILLE FL 326100336 David S Guzick MDPhD Chairman/President 2.0 48.0 X X 0 1484258 41480 Edward Jimenez CEO 44.0 6.0 X X 1368869 0 30453 Kevin E Behrns MD Director 2.0 48.0 X 0 740776 30964 Tracy D Chapman Director 2.0 0 X 0 0 0 W Kent Fuchs PhD Director 2.0 48.0 X 0 1068141 83988 C Parker Gibbs MD Director 2.0 48.0 X 0 633234 40634 Michael L Good MD Director 2.0 48.0 X 0 891417 43775 Robert Hromas MD Director 2.0 48.0 X 0 667260 41303 David J Jasmund Director 2.0 0 X 0 0 0 Michael McKee Director 2.0 48.0 X 0 317943 148093 John Patterson Director 2.0 0 X 0 0 0 S Daniel Ponce Director 2.0 0 X 0 0 0 Scott A Rivkees MD Director 2.0 48.0 X 0 552816 38324 Carolyn K Roberts Director 2.0 0 X 0 0 0 Joan D Ruffier Director 2.0 0 X 0 0 0 Steven M Scott MD Director 2.0 0 X 0 0 0 Stephen Shey Director 2.0 0 X 0 0 0 Joseph A Tyndall MD Director 2.0 48.0 X 0 508900 36110 James J Kelly Jr SVP/CFO/Treasurer 48.0 2.0 X 668936 0 27392 James Roberts SVP and General Counsel/Secretary 45.0 5.0 X 556414 0 29978 Irene Alexaitis VP Nursing and Patient Services 50.0 0 X 373246 0 23686 Kari Cassel SVP & CIO 25.0 25.0 X 466558 0 21929 Janet Christie SVP HR 50.0 0 X 457680 0 32144 Marvin A Dewar MDJD UFP CEO/Sr Assoc Dean UF COM 0.0 50.0 X 473219 38148 34277 Mary Ann Kiely SVP, Chief Development Officer 50.0 0 X 347125 0 29824 Bradley Pollitt VP Facilities Development 48.0 2.0 X 316476 0 32270 Diana Richardson VP Operations 50.0 0 X 269049 0 26718 Diane Skorupski AVP Surgical Services 50.0 0 X 248224 0 25879 Robert Thornton VP of Finance 48.0 2.0 X 184607 0 3797 Charles Behl VP Revenue Cycle 50.0 0 X 373266 0 27185 Anthony Carvalho Pres Safety Net Hosp Alliance of FL 0.0 50.0 X 524203 0 32637 Randy Harmatz CQO 50.0 0 X 428706 0 27202 Elizabeth Ruszczyk Chief Compliance Officer, Chief Privacy Officer 48.0 2.0 X 378319 0 32399 Jill Sumfest MD Medical Director Gatorcare 0.0 50.0 X 432386 0 26172 Timothy Goldfarb Former Key Employee 40.0 0 X 186042 0 0 8053323 6902892 968613 671 true true true Florida Clinical Practice Association PO Box 100205 Gainesville FL 326100205 Professional Medical Services 89581698 Crothall Healthcare Inc 2215 Interstate Drive Lakeland FL 33805 Linen, patient transport and environmental services 12655467 Kelly Services Inc PO Box 530437 Atlanta GA 303530437 Employment services 6816023 Owens & Minor Inc 5901 NE Waldo Road Gainesville FL 32609 Distribution Center Services 5674606 Morrison Management Specialists PO Box 102289 Atlanta GA 303682289 Food Services Management 5161484 168 X 232317 5044432 175912 7050000 4255952 245362 16758613 Net Patient Service Revenue 622110 1405408540 1405408540 0 0 0 0 1405408540 11646914 11646914 187278 187278 0 0 2638750 1653491 985259 0 985259 985259 4788880 489396 214085 126657 4574795 362739 4937534 4937534 564720 5044432 436886 127834 127834 Miscellaneous Revenues 900099 9549218 9542354 6864 Non-Patient Pharmacy 446110 591125 591125 Reference Lab 621500 41063 41063 3541782 3541782 0 0 13723188 1453775160 1418492676 639052 17884819 X 75376525 75376525 346154 346154 8523604 8523604 444662395 372209759 70387427 2065209 55080140 46340079 8482954 257107 47670431 43473976 4095489 100966 39120326 32747675 6152413 220238 731582 9886 721696 395990 925 395065 859579 859579 572101 572101 174432925 143198032 29473062 1761831 5435218 3470063 1960007 5148 55943334 39661770 15655705 625859 16526857 10551413 5959791 15653 26198967 17970392 8201916 26659 7662584 6367970 1117383 177231 765583 256611 359461 149511 21728056 13872069 7835408 20579 55812209 35632769 20126579 52861 5363812 3424474 1934258 5080 Medical Supplies 297303583 297303583 Taxes, Licenses and Assessments 17199398 16728888 454524 15986 Other Supplies 2050541 1298795 749857 1889 All other expenses 3290056 2476989 809391 3676 0 0 0 0 1363051950 1162718797 194827670 5505483 14854 14784 40298805 16470964 3296261 2947843 259770492 281064661 0 0 0 17405155 16570352 15153365 17511098 229472599 186561394 1711367071 731727428 846584238 979639643 221518845 125460627 588658486 661567304 0 2981936 2981936 0 0 2225155036 2290790606 245733226 273902641 0 61572074 34307638 849222677 831422107 0 9852672 12549526 0 108837252 89116927 1275217901 1241298839 X 940123988 1040426155 9715964 8812527 97183 253085 949937135 1049491767 2225155036 2290790606 X 90723210 21027660 245362 -12441600 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 369 859209 859578 1362192372 1363051950 1000000 0 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 1210700 1223579 1082065 859578 4375922 250000 250000 250000 250000 1000000 1500000 0 0 0 369 369 468478427 50000000 37446012 555924439 454256709 10000000 4221718 468478427 320199965 130572614 3664100 0 179970 454256709 304522670 26940522 717686 11980913 320199965 144636595 155150747 4735328 304522670 1.0 0.0 0.0 false true true 4982633 43197285 48179918 3750584 876946597 357961005 522736176 2448665 1166678 1281987 470694357 372599745 98094612 309346950 309346950 979639643 Investment in Joint Venture 36470711 C Investments in funds managed by related party 476726020 F investment in state funds 148370573 F 661567304 Bond Swap Liabilities 51808883 Retirement Plan Liability 35698340 Serp Accrued Expense 1609704 89116927 Schedule D, Part V, Line 4 Intended uses of endowment funds The Board Designated funds are designated primarily for capital improvements and debt service. Dance Marathon UF 3000821 2814393 186428 0 0 24653 0 0 161775 Dance Marathon FSU 2000933 1858129 142804 0 0 11283 0 0 162285 8 607399 371911 235488 2500 0 21421 8588 1635 42746 5609153 5044433 564720 2500 0 57357 8588 1635 366806 436886 127834 true true X true X true X true true false true true 52510000 1000000 51510000 0.0378 0 0.0 0 0.0 0 0 52510000 1000000 51510000 0.0378 25 53144 6975126 24713 6950413 0.0051 23 4785 70223294 32232241 37991053 0.0279 0 0 0 0 0 0.0 24 0 18343112 0 18343112 0.0135 26 860 3864525 0 3864525 0.0028 98 58789 99406057 32256954 67149103 0.0493 98 58789 151916057 33256954 118659103 0.0871 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 0.0 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 0.0 true 84643979 730042 314187895 317356324 -3168429 X true true 1 1 UF HEALTH SHANDS HOSPITAL 1600 SW ARCHER RD GAINESVILLE FL 32610 UFHEALTH.ORG CORPORATION #749322 X X X X X UF HEALTH SHANDS HOSPITAL 1 false false true X X X X X X X X X 15 true false true true X ufhealth.org true 15 true ufhealth.org 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 , 1 Facility , 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 Marion and Alachua counties the recent Health Needs Assessments included community member, provider and business leader surveys with thousands of responses collected. 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 which focuses on improving participants' health (by referring and connecting clients to available resources that can help them improve their health) and thereby improve the overall health status of the community. 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 and Marion County 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 , 1 Facility , 1 - UF Health Shands Hospital. We conducted the CHNA in conjunction with several organizations including the Departments of Health in Alachua, Marion, and Columbia counties, The Acorn Clinic, Marion County Health Alliance, and WellFlorida. Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 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 * Establish policies and incentive programs to promote breastfeeding among mothers * 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 0 Shands Recovery LLC 4001 SW 13th St Gainesville FL 32608 Treatment programs for drug and alcohol addiction SHANDS HOMECARE 3515 NW 98TH STREET GAINESVILLE FL 32609 OUTPATIENT HOME CARE PROGRAMS SHANDS MEDICAL GROUP AT MAGNOLIA PARKE 4740 NW 39TH PLACE STE B GAINESVILLE FL 32606 PHYSICIANS CLINICS Schedule H, Part VI, Line 5 Role of the Organization in promoting Health in the Community UF Health Shands serves as a training ground for tomorrow's doctors, with over 800 UF College of Medicine physician residents. In addition, more than 650 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, Paramedics 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 saw more than 3,500 visits 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 volunteered more than 1,200 hours to support various community health initiatives, including health education, health screenings, support groups and participation in the Alachua County school-based Control Flu program. Nursing students volunteered more than 10,000 hours to these efforts. * The University of Florida College of Public Health and Health Professions faculty and staff volunteer hundreds of hours to the UF Equal Access Clinic, a clinic that provides free, short-term psychological therapy through personalized counseling for a variety of mental health conditions, including depression, anxiety, pain and sleep disorders. In total the clinic had 1,548 visits. * University of Florida College of Dentistry students volunteered more than 8,900 hours of their time in communities throughout Florida and during international mission 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 I, Line 7 Bad Debt Expense excluded from financial assistance calculation 0 Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount 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 3 Bad Debt Expense Methodology Patient Financial Services reviewed bad debt accounts for the fiscal year and isolated accounts meeting the greater than or equal to 200% of the FPL criteria, and reason codes denying charity due to lack of requested supporting documentation or information. These amounts are not included as a community benefit. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote The footnote is on page 24 of the attached audited financial statements. 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 2017 Medicare Cost report. The 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 ECA 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 - UF HEALTH SHANDS HOSPITAL: Line 16a URL: ufhealth.org/financial-assistance; Schedule H, Part V, Section B, Line 16b FAP Application website - UF HEALTH SHANDS HOSPITAL: Line 16b URL: ufhealth.org/financial-assistance; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - UF HEALTH SHANDS HOSPITAL: Line 16c URL: ufhealth.org/financial-assistance; Schedule H, Part VI, Line 2 Needs assessment In addition to knowledge obtained through participation in needs assessments conducted with other health-oriented entities in the community, UF Health Shands Hospital assesses the health care needs of the communities it serves through a variety of mechanisms including engagement with patients and the community at large, relationships with other entities, and the monitoring of health status indicators and other data. For example, the hospital hosts numerous health fairs and health education events each year, and staff are active contributors and participants in the local chapter of the United Way. The hospital has very strong and active relationships with the Alachua County Health Department and the local health planning council (WellFlorida Council), and cooperative initiatives are undertaken in response to needs identified via those relationships. The hospital is also engaged in partnerships and activities pertaining to implementation of the community health improvement plan, including review of health status indicators and formation of new consortia in response to identified needs. 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 appear to 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 For the FY 2016 CHNA, UF Health Shands Hospital adopted a broader definition of community. The focus counties have been expanded from the initial county of Alachua to include six additional northern Florida counties. The current expanded CHNA includes: Alachua, Bradford, Columbia, Levy, Marion, Putnam and Suwannee counties. Together, these counties comprise approximately 65% of the inpatients and 80% of the emergency department visits at UF Health Shands Hospital. The population of this expanded area is approximately 840,000 individuals (about 4% of the population of the state of Florida). The land area is about 6,300 square miles, which is 11% of the total land mass of the state. The expanded CHNA area reflects a diverse geography and 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, 2% other races, and 2% multiple races; and about 9% Hispanic or Latino. When conducting a health assessment, it is important to understand that there are many different components that affect the health status of residents, including factors that are not traditionally perceived as impacting health needs or status. These factors are commonly referred to as social determinants of health and include economic components such as income and employment; education (e.g., reading scores and high school graduation rates); and other environmental factors (e.g., transportation, crime, supply of healthcare providers; and air and water quality). In the defined CHNA area, there are disproportionate numbers of individuals and families living in poverty compared to the overall rates for residents of Florida and the United States. This poverty status affects people of all ages, but children are especially impacted: within the seven-county CHNA area, three of the counties (Levy, Putnam and Suwannee) have 40% of children living at or below 100% of the federal poverty level. Nearly 15% of the adults have not graduated from high school. In addition, 23% of the population receive Medicaid benefits and 16% receive Supplemental Nutrition Assistance Program (SNAP) benefits (formerly known as the Food Stamp Program). Within the rural portions of the counties, access to transportation is a significant issue. When these factors are combined, they represent a social burden that can adversely impact residents' health status. The current community health needs assessment included review and analysis of data from a wide variety of sources to identify areas of high socio-economic need within the region. Schedule H, Part VI, Line 5 Promotion of community health Located in Gainesville, UF Health Shands is affiliated with the University of Florida. It is part of UF Health, the Southeast's most comprehensive academic health center, with campuses in Gainesville and Jacksonville. UF Health Shands includes a teaching hospital, UF Health Shands Hospital, which also includes UF Health Shands Cancer Hospital and UF Health Shands Children's Hospital; two specialty hospitals, UF Health Shands Rehab 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 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, a comprehensive stroke center, an accredited chest pain center, a state-designated Cancer Center of Excellence and an emergency air and ground transport program. More than 1,000 UF College of Medicine faculty and community physicians are on the UF Health Shands medical staff, providing care in more than 100 specialty and subspecialty medical areas, from primary care to highly specialized care, including cancer, heart and vascular, neuromedicine, pediatrics and transplantation services. Each year, patients come to UF Health Shands from all 67 Florida counties, throughout the nation and more than a dozen countries. Community Benefit FY17 - Shands Teaching Hospital and Clinics Inc. (in millions) * Charity care and social responsibility (net unreimbursed financial assistance at cost) - $51.5 * Health professionals education - $38.0 * Scientific and clinical research in the health sciences - $18.3 * Donations and in-kind services to support community-based efforts - $3.9 * Community and regional health services - $7.0 * Total Community Benefit (provided at cost) - $118.7 * UF Health Shands served uninsured patients throughout Florida and surrounding states. * UF Health Shands employees and volunteers, supported by UF College of Medicine faculty, residents and students, participated in 14 health fairs that reached more than 3,000 people. * UF Health Shands offered 1,241 health seminars, reaching more than 39,000 people, on topics ranging from disease prevention to diagnosis and treatment for a variety of health care issues. * The UF Health Women's Advantage and the UF Health Healthy Advantage programs offered health-focused events on all aspects of women's health and supporting a healthy lifestyle. Topics for FY17 included: heart disease, breast cancer, preparing for parenthood, stroke, head and neck cancer, arthritis, preventing sports injuries, and nutrition; along with a number of health screenings and a variety of health information offered at an annual health fair. In total, 20 events were held with 2,263 people in attendance. * Community seminars, general outreach/awareness events and screenings were held throughout Gainesville, Ocala and The Villages. These opportunities, hosted and coordinated by the UF Health Communications health outreach team, were used to promote programs and services of strategic importance to the system, such as primary care, orthopaedics, cancer, stroke and cardiology. More than 18,000 people were reached through these programs. 25 events were held where one or more seminars were conducted with nearly 2,300 in attendance. Additionally, 8 general outreach events were held with nearly 7,000 in attendance. * UF Health Shands contributed $4.0 million to support a variety of local, regional and national community initiatives, including the Community Foundation of North Central Florida, United Way, Children's Miracle Network, Elder Care of Alachua County, Haven Hospice, March of Dimes, Relay For Life, Girls Place, the Boys & Girls Club, the American Cancer Society, the American Heart Association, Ronald McDonald House Charities and LifeSouth Community Blood Centers, among others. * Teams from UF Health ShandsCair, the critical care transport system for UF Health Shands, visited 12 grade schools and high schools, six community colleges and a variety of community groups in North Central Florida to share safety tips, including first aid responses and what to expect at an accident scene. In addition to these programs provided in schools throughout the community, safety education was provided to various other groups highlighting driver and traffic safety events, as well as landing zone safety and procedures. In total, 70 events were held with 17,574 attendees. * UF Health Shands Rehab Hospital staff attended 27 community events in North Central Florida to help educate an estimated 382 community members about stroke symptoms and the appropriate response. Schedule H, Part VI, Line 7 State filing of community benefit report FL true Advocates for World Health 16830 Ventura Blvd Suite 360 Encino CA 91436 264695101 3 100370 Book surgical supplies Provide Surgical Supplies to communities in need American Heart Association 3801 NW 40th Terrace Suite B Gainesville FL 32606 135613797 3 46188 FMV Event Assistance Annual Heart Walk Event Assistance American Cancer Society 2119 SW 16th Street Gainesville FL 32608 590657320 3 13427 FMV Event Assistance Making Strides Against Breast Cancer Event Assistance March of Dimes 1831 NW 13th Street Suite 3 Gainesville FL 32609 131846366 3 49195 FMV Event Assistance Assistance with Community fundraising events United Way of N Central FL PO Box 864790 Orlando FL 32886 590808855 3 119638 FMV Support and employee participation support the united way LifeSouth Community Blood Center 4039 W Newberry Rd Gainesville FL 32607 591545914 3 23992 FMV Blood Collection Drives To support community blood center University of Florida 226 Tigert Hall Gainesville FL 32601 596002052 3 73915518 support for colleges and programs FCPA - Eastside Clinic 410 NE Waldo Rd Gainesville FL 32641 591680273 3 125000 General Support Santa Fe College 3000 NW 83rd Street Gainesville FL 32608 591207627 3 42000 Nursing College Haven Hospice 4200 NW 90th Blvd Gainesville FL 32606 592490893 3 15000 ViVA 2017 Boys and Girls Clubs 2661 NW 51st St Gainesville FL 32607 596002181 3 6000 Scramble for Kids United Way of North Central Florida PO Box 864790 Orlando FL 32886 590808855 3 22500 General Support March of Dimes 1831 NW 13th Street Suite 3 Gainesville FL 32609 131846366 3 12000 Alachua March for Babies MLK Commission of FL PO Box 2092 Gainesville FL 32602 591932327 3 12000 Hall of Fame Banquet; Strike out Hunger American Heart Association 3801 NW 40th Terrace Suite B Gainesville FL 32606 135613797 3 15000 Heart Ball Stop Children's Cancer 2622 NW 43rd St B3 Gainesville FL 32606 592624901 3 5000 Holiday Traditions Tyler's Hope for a Dystonia Cure 13301 US Hwy 441 Alachua FL 32615 203733312 3 5000 The Hope Weekend Ronald McDonald House 1600 SW 14th Street Gainesville FL 32608 591887896 3 17500 Red Shoe Affair; Gingerbread Event American Cancer Society 2119 SW 16th Street Gainesville FL 32608 590657320 3 26500 Making Strides Against Breast Cancer Muscular Dystrophy Assoc 222 S Riverside Plaza Suite 1500 Chicago IL 60606 131665552 3 5000 MDA Toast to Life Gainesville Sports Organizing Committee 300 E University Ave Gainesville FL 32601 592959383 4 5000 Senior Games Child Advocacy Center Inc 500 E University Ave Suite A Gainesville FL 32601 592959383 3 5000 Gainesville Gone Austin event Grace Marketplace Charity Support Foundation 3055 NE 28th Ave Gainesville FL 32609 812550751 3 25000 General Support Elder Care of Alachua County PO Box 100336 Gainesville FL 32610 593051104 3 284225 Pass-through grant from Mid-Florida Area Agency on Aging, Inc.; General Support Hippodrome State Theatre 25 SE 2nd Place Gainesville FL 32601 591590987 3 20000 General Support The Ron and Dianne Farb Climb for Cancer Foundation Inc 5745 SW 75th St 317 Gainesville FL 32608 113655183 3 5500 General Support University of Florida Foundation 1938 W University Ave Gainesville FL 32603 590974739 3 413872 General Support 26 1 Maren Nursing Scholarship 16 10304 Burn Garments 29639 Pediatric patient Recreation Activities 57875 Food Pantry 30357 Family Assistance 196057 Bereavement Program 9971 Special Needs Car Seats 11951 X X X X X false false false false false false false false false David S Guzick MDPhD Chairman/President 0 943737 0 475125 0 65396 0 21519 0 19961 0 1525738 0 0 Edward Jimenez CEO 858338 0 312375 0 198156 0 18550 0 11903 0 1399322 0 0 0 Kevin E Behrns MD Director 0 721240 0 14788 0 4748 0 13904 0 17060 0 771740 0 0 W Kent Fuchs PhD Director 0 854981 0 63158 0 150002 0 64864 0 19124 0 1152129 0 0 C Parker Gibbs MD Director 0 580073 0 36413 0 16748 0 20673 0 19961 0 673868 0 0 Michael L Good MD Director 0 786569 0 100 0 104748 0 21345 0 22430 0 935192 0 0 Robert Hromas MD Director 0 558995 0 102241 0 6024 0 20333 0 20970 0 708563 0 0 Michael McKee Director 0 303449 0 0 0 14494 0 126815 0 21278 0 466036 0 0 Scott A Rivkees MD Director 0 512496 0 24296 0 16024 0 14066 0 24258 0 591140 0 0 Joseph A Tyndall MD Director 0 430706 0 75000 0 3194 0 14367 0 21743 0 545010 0 0 James J Kelly Jr SVP/CFO/Treasurer 469566 0 134000 0 65370 0 15900 0 11492 0 696328 0 0 0 James Roberts SVP and General Counsel/Secretary 422465 0 116000 0 17948 0 18550 0 11428 0 586391 0 0 0 Timothy Goldfarb Former Key Employee 186042 0 0 0 0 0 0 0 0 0 186042 0 0 0 Irene Alexaitis VP Nursing and Patient Services 279947 0 64000 0 29300 0 21200 0 2486 0 396932 0 0 0 Kari Cassel SVP & CIO 330402 0 82000 0 54156 0 10600 0 11329 0 488486 0 0 0 Janet Christie SVP HR 346470 0 96000 0 15211 0 20799 0 11345 0 489824 0 0 0 Marvin A Dewar MDJD UFP CEO/Sr Assoc Dean UF COM 413018 27107 0 11041 60201 0 21350 1465 11428 34 505997 39647 0 0 Mary Ann Kiely SVP, Chief Development Officer 281504 0 29064 0 36557 0 18550 0 11274 0 376949 0 0 0 Bradley Pollitt VP Facilities Development 243875 0 44000 0 28601 0 21200 0 11070 0 348746 0 0 0 Diana Richardson VP Operations 216145 0 37000 0 15905 0 15900 0 10818 0 295768 0 0 0 Diane Skorupski AVP Surgical Services 225928 0 20585 0 1711 0 15007 0 10872 0 274103 0 0 0 Robert Thornton VP of Finance 128799 0 0 0 55808 0 0 0 3797 0 188404 0 0 0 Charles Behl VP Revenue Cycle 248382 0 58000 0 66883 0 15900 0 11285 0 400450 0 0 0 Anthony Carvalho Pres Safety Net Hosp Alliance of FL 428411 0 31306 0 64486 0 21200 0 11437 0 556840 0 0 0 Randy Harmatz CQO 298936 0 76000 0 53770 0 15900 0 11302 0 455908 0 0 0 Elizabeth Ruszczyk Chief Compliance Officer, Chief Privacy Officer 269149 0 61000 0 48170 0 21200 0 11199 0 410717 0 0 0 Jill Sumfest MD Medical Director Gatorcare 350164 0 63000 0 19221 0 15900 0 10272 0 458557 0 0 0 A ALACHUA CO HEALTH FACILITIES AUTHORITY 592442398 010685HD0 2007-03-30 175000000 2007A CONSTRUCT & EQUIP FACILITY false false false B ALACHUA CO HEALTH FACILITIES AUTHORITY 592442398 010685HE8 2007-03-30 45210000 2007 B PARTIAL REFUND OF 1996A BOND ISSUED APR 1996 false false false C ALACHUA CO HEALTH FACILITIES AUTHORITY 592442398 010685HN8 2008-06-30 75000000 2008 A REFUND 2007C ISSUED NOV 2007 false false false D ALACHUA CO HEALTH FACILITIES AUTHORITY 592442398 000000000 2008-11-05 75000000 2008 C REFINANCE 1996B BONDS ISSUED OCT 1996 false false false A 74605000 0 175000000 14371808 18995512 0 1298417 0 0 140334263 0 0 2009 false false true true B 10210000 0 45210000 3712854 0 41164723 332424 0 0 0 0 0 true false true true C 25010000 0 75000000 0 0 0 0 0 0 0 0 0 true false true true D 31875000 0 75000000 0 0 0 0 0 0 0 0 0 true false true true A false false false false 0.0 0.0 0.0 false false false B 0.0 0.0 0.0 C false false false false 0.0 0.0 0.0 false false false D 0.0 0.0 0.0 A false true true true MERRILL LYNCH 30.7 true false false false false B false true true true MERRILL LYNCH 30.7 true false false true false C false true true true Merrill Lynch 29.4 true false false true false D false true true true Compass Bank 19.9 true false false false false A false B false C false D false Schedule K, Part II, Line 3 2014A and 2014B: 010685KF1 and 010685KG9. The amount of proceeds in Part II line 3 are greater than the Issue price in Part I column (e) due to the bonds were issued at a premium. 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 03/29/2017 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 07/23/2013 A ALACHUA CO HEALTH FACILITIES AUTHORITY 592442398 000000000 2010-06-15 70000000 2010A REFUND 2002 A AND 2003A BONDS ISSUED JAN 2002 AND DEC 2003 false false false B ALACHUA CO HEALTH FACILITIES AUTHORITY 592442398 000000000 2012-12-10 34320000 2012A REFUND PART OF 2008A AND 2008B ISSUED JUNE 2008 false false false C ALACHUA CO HEALTH FACILITIES AUTHORITY 592442398 000000000 2012-12-10 37500000 2012 B REFUND A PART OF 2008A AND 2008B ISSUED JUNE 2008 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 21477273 0 70000000 0 0 0 0 0 0 0 0 0 true false true true B 1955000 0 34320000 0 0 0 0 0 0 0 0 0 true false true true C 2140000 0 37500000 0 0 0 0 0 0 0 0 0 true false true true D 0 0 46600000 0 0 46382134 217866 0 0 0 0 0 false true true true A false false false false 0.0 0.0 0.0 false false false B false false false false 0.0 0.0 0.0 false false false C false false false false 0.0 0.0 0.0 false false false D false false false false 0.0 0.0 0.0 false false false A false true true false false false false B false true true false false false false C false true true false false false false D false true false false false false false A false B false C false D false A ALACHUA CO HEALTH FACILITIES AUTHORITY 592442398 010685KG9 2014-10-22 300000000 2014A AND 2014B 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 A false false false false 0.0 0.0 0.0 false false false A false true false false false false false A false Timothy Goldfarb Former Key Employee 127292 Consulting Fees false X 32356 Cost X 1 25347 Other - Average of the high and low value on the day of the gift X 1 16903 Opinions of experts X 3 80590 Cost X Online Courses, Study Materials, Bus Cards 1 5266 Cost 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Food inventory - Contributions Clothing and household goods - Contributions Other - Online Courses, Study Materials, Bus Cards Contributions Securities - Publicly traded - Contributions Real estate - Residential - Contributions Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The Corporate By-Laws state that 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 7b Decisions requiring approval by members or stockholders Creation of a new subsidiary requires approval. Form 990, Part VI, Line 11b Review of form 990 by governing body A complete copy of the Form 990 was sent to all members of the governing body before filing the form. A presentation regarding the Form 990 was also made to the Audit and Compliance Committee of the Board of Directors prior to filing. Form 990, Part VI, Line 12c Conflict of interest policy The Legal and Compliance Departments receive and review the information disclosed by employees regarding conflict of interest issues and, in cooperation with the Corporate Compliance Department, determines whether disclosures made by the employees would involve conflict of interest issues and how to resolve them, pursuant to Core Policy 1.98. 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. Form 990, Part VI, Line 15b Process to establish compensation of other employees On a regular basis, all management positions are reviewed by Mercer to ensure salary scales are in line with comparable positions in similar institutions. Form 990, Part VI, Line 19 Required documents available to the public The year end financial statements are on the ufhealth.org/uf-health-shands-hospital website and the Federal Form 990 is available upon request. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Misc Patient Revenue - Total Revenue: 3541782, Related or Exempt Function Revenue: 3541782, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees All Other Purchased Services - Total Expense: 77319521, Program Service Expense: 51130850, Management and General Expenses: 24426954, Fundraising Expenses: 1761717; Medical Services - Total Expense: 88265264, Program Service Expense: 87606363, Management and General Expenses: 658901, Fundraising Expenses: ; Consulting Services - Total Expense: 8848140, Program Service Expense: 4460819, Management and General Expenses: 4387207, Fundraising Expenses: 114; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Increase in UF Foundation Held Funds - 3408114; Decrease in Outstanding Pledges - -348426; Donations included in income - 2392902; Rounding - 4; Net Asset Accounts reported as Other Liabilities on Prior Year 990 - -17894194; 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 8024041 1048085 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 false 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 false Southeastern Healthcare Foundation PO Box 100336 Gainesville FL 326100336 592357609 Hospital Support FL 501(c)(3) Type II STHC false University of Florida 226 Tigert Hall Gainesville FL 32611 596002052 Education FL NA false Shands Jacksonville HealthcareInc PO Box 100336 Gainesville FL 326100336 592441966 Investments 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) 4510 NW 6th Place 2nd Floor Gainesville FL 32607 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 1329 SW 16th Street Gainesville FL 32610 461185106 Self-Insured Health Ins Plan FL 501(c)(3) Type I UF false UF Health South Central LLC 3007 SW Williston Rd Suite 1A Gainesville FL 32608 814845198 Health Services Joint Venture FL STHC Related -505788 7884887 false 0 true 0.5 Innovation Square 720 SW 2nd Avenue Gainesville FL 32601 461350585 Support UF FL STHC Unrelated 943935 10157848 false 0 false 0.77 Florida Hedged Strategies Fund LLC (co UFICO) 4510 NW 6th Place 2nd Floor Gainesville FL 32607 270277727 Investments FL UFICO Excluded 407598 33856333 false 12317 false Florida Global Fixed Income Fund LLC (co UFICO) 4510 NW 6th Place 2nd Floor Gainesville FL 32607 020277004 Investments FL UFICO Excluded 2891304 217699018 false 0 false Florida Global Equity Fund LLC (co UFICO) 4510 NW 6th Place 2nd Floor Gainesville FL 32607 270276884 Investments FL UFICO Excluded 8519553 175153487 false 36 false Florida Short Term Fund LP (UFICO) 4510 NW 6th Place 2nd Floor Gainesville FL 32607 270276790 Investments FL UFICO Excluded 1384351 82894606 false 0 false false true true true false false false false true true true true true true true true true true true