2017-05-12T16:06:25-05:00 2016-06-30 990 2015-07-01 591943502 SHANDS TEACHING HOSPITAL AND CLINICS INC SHAN 3522657962 PO BOX 100336 GAINESVILLE FL 326100336 James Kelly Jr Sr VP/CFO and Treasurer 2017-05-10 2015 2021-01-29 14:40:06Z David Guzick PO BOX 100336 GAINESVILLE FL 326100336 1395514101 false X UFHEALTH.ORG X 1979 FL Shands Teaching Hospital and Clinics, Inc. is a private, not-for-profit corporation consisting of a statutory teaching hospital (comprised of an acute care hospital and distinct part unit specialty premises rehabilitation and psychiatric care in addition to both on-site and off-site ancillary services and outpatient care) which supports the University of Florida's clinical, research, and education mission in more than 100 specialty and subspecialty medical areas. 17 8 10538 3906 870000 -698710 19318000 12976310 1264213757 1338764064 13171451 22780836 17508974 17392809 1314212182 1391914019 71826183 76020420 0 0 534498573 573070532 41689 0 8315335 628671405 664587890 1235037850 1313678842 79174332 78235177 2108103610 2225155036 1227454322 1275217901 880649288 949937135 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 1052646780 76020420 1343867705 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 875 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. 1052646780 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 false false false true true false false true true false false false true 303 0 true 10538 true true true false false false false true true false false false false false false X 17 8 false true false false true true false true true false true true true true true true true true true true true true FL X DENNIS CARTER 3522657962 PO BOX 100336 GAINESVILLE FL 326100336 Edward Jimenez CEO 46.0 4.0 X X 1129965 0 26926 David Guzick MD President/Chairman/Director 2.0 48.0 X X 0 1417881 35133 Tracy Duda Chapman Director 2.0 X 0 0 0 John Patterson Director 2.0 X 0 0 0 S Daniel Ponce Director 2.0 X 0 0 0 Carolyn Roberts Director 2.0 X 0 0 0 Joan Ruffier Director 2.0 X 0 0 0 Stephen Shey Director 2.0 X 0 0 0 Kevin Behrns MD Director 2.0 48.0 X 0 718976 34577 Wesley Kent Fuchs Director 2.0 48.0 X 0 971857 74210 Michael Good MD Director 2.0 48.0 X 0 810516 43500 Robert Hromas MD Director 2.0 48.0 X 0 658224 40606 Michael McKee Director 2.0 48.0 X 0 298213 54285 Scott Rivkees MD Director 2.0 48.0 X 0 541638 30192 Joseph Tyndall MD Director 2.0 48.0 X 0 474267 34530 Steven Scott MD Director 2.0 X 0 0 0 David Jasmund Director 2.0 X 0 0 0 James Kelly SVP Finance /Treasurer 50.0 X 507757 0 26512 James Roberts Senior VP/Secretary 45.0 5.0 X 681761 0 29212 Irene Alexaitis VP Nursing Shands UF 50.0 X 346251 0 29678 Harley Keith Alltop Director Patient Financial Svcs 50.0 X 228945 0 22594 Charles Behl VP Revenue Cycle 25.0 25.0 X 353547 0 26426 Kari Lou Cassel Sr VP & Chief Information Officer 25.0 25.0 X 448757 0 21171 Janet Christie SVP HR 50.0 X 441545 0 26484 Marvin Dewar UFP CEO/COM Sr Assoc Dean 0.0 50.0 X 459375 39315 33342 Timothy Goldfarb EVP Regional & Gov Affairs 50.0 X 553808 0 26438 Randy Harmatz SVP/Chief Quality Officer 25.0 25.0 X 425646 0 26443 Raymond Hoskavich Sr Director Human Resources 50.0 X 242894 0 29689 Mary Kiely SAVP Development, Shands 25.0 25.0 X 337172 0 29048 Bradley Pollitt VP Facilities Development 48.0 X 302167 0 31424 Anthony Carvalho Pres Safety Net Hosp Alliance of FL 25.0 X 510847 0 31868 Marina Cecchini Adm UFH Psych/Rehab 50.0 X 333820 0 31719 Michael Gleason Treasurer Shands Jacksonville Medical Cntr 4.6 X 366976 0 28337 Elizabeth Ruszczyk-White VP Compliance 50.0 X 328772 0 31529 Lesli A Ward VP Chief HRO 0.0 50.0 X 277388 0 31607 8277393 5930887 887480 640 false true true MCKESSON PO BOX 730477 DALLAS TX 753730477 MEDICAL SUPPLIES AND PHARMACEUTICALS 74738052 OWENS & MINOR INC PO BOX 860437 ORLANDO FL 32886 MEDICAL SUPPLIES 58611825 SKANSKA USA 1430 BOY SCOUT BLVD STE 200 TAMPA FL 33607 CONSTRUCTION AND PROJECT MANAGEMENT 36119139 MEDTRONIC USA INC PO BOX 409201 ATLANTA GA 303849201 MEDICAL SUPPLIES 14828181 LIFESOUTH COMMUNITY BLOOD CTR MSC 514 PO BOX 830469 BIRMINGHAM AL 352830469 BLOOD/BLOOD PRODUCT MANAGEMENT 11238712 290 X 373332 4309293 48460 7050000 1195225 127997 12976310 Government 845162688 845162688 Other 493601376 493601376 0 0 0 0 1338764064 22389992 -379054 22769046 226966 226966 4659461 1806525 2852936 0 2852936 2852936 204310 1359501 178146 1221787 26164 137714 163878 163878 7716994 4309293 393624 7323370 7323370 Misc Patient Revenue 900099 242752 242752 Misc nonpatient revenue 900099 5724697 5724697 Reference Lab and Pharmacy 621500 1155364 1155364 93690 0 93690 0 7216503 1391914019 1344731513 870000 33336196 75862582 75862582 157838 157838 9816588 9816588 421782103 351141543 68660652 1979908 49474146 41188158 8053749 232239 55085419 39666131 15167668 251620 36912276 30692484 6001620 218172 8087083 3834054 4239297 13732 466921 74707 392214 302524 302524 1082065 1082065 453667 453667 67207052 27295440 39725891 185721 4720880 2897 1197131 3520852 52885678 36725022 15610735 549921 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true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1082065 1082065 1312596777 1313678842 1000000 0 250000 0 82065 true 1000000 1000000 1000000 1000000 4000000 6000000 821181 1210700 1223579 1082065 4337525 250000 250000 250000 250000 1000000 1500000 0 0 0 454256709 10000000 4221718 468478427 320199965 130572614 3664100 0 179970 454256709 304522670 26940522 717686 11980913 320199965 144636595 155150747 4735328 304522670 193720087 2129095 -6212587 45000000 144636595 1.0 0.0 0.0 false true true 4982633 43127410 48110043 5953552 842769976 336192567 512530961 614099 0 614099 463302373 363269062 100033311 185295824 185295824 846584238 Investment in Joint Venture Investments in Funds Managed by Related Party Investment in State Funds Investment in Joint Venture 27225833 C Investments in funds managed by related party 415275197 F investment in state funds 146157456 F 588658486 Related Party Payable -17707679 Bond Swap Liabilities 85709118 Retirement Plan Liability / OPEB Liability 39272814 Serp Accrued Expense 1562999 108837252 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 at UF 5011525 2439638 2571887 0 0 24451 0 0 107797 Dance Marathon at FSU 3163896 1581948 1581948 0 0 17758 0 0 133453 11 1021876 287707 734169 2500 0 43807 12741 3500 47617 9197297 4309293 4888004 2500 0 86016 12741 3500 288867 393624 4494380 true true X true X true X true true false true true 50548048 3656303 46891745 0.0357 0 0 0.0 0 0 0 0.0 0 0 50548048 3656303 46891745 0.0357 22 47888 6575194 111568 6463626 0.0049 20 4377 72959802 51692646 21267156 0.0162 0 0 0 0 0 0.0 25 0 15701777 0 15701777 0.0120 23 1217 2724602 0 2724602 0.0021 90 53482 97961375 51804214 46157161 0.0351 90 53482 148509423 55460517 93048906 0.0708 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 135846947 17597678 316202126 334032519 -17830393 X true true SHANDS-SOLANTIC JV URGENT CARE 0.5 0.0 0.0 SHANDS STARKE HOSPITAL 0.4 0.0 0.0 SHANDS LIVE OAK HOSPITAL 0.4 0.0 0.0 SHANDS LAKE SHORE HOSPITAL 0.4 0.0 0.0 MUNROE REGIONAL HEALTH SYSTEMS INC HOSPITAL 0.05 0.0 0.0 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 false true X 200.0 200.0 X X X X X true true X X X true X ufhealth.org X ufhealth.org X ufhealth.org 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 HOMECARE 3515 NW 98TH STREET GAINESVILLE FL 32609 OUTPATIENT HOME CARE PROGRAMS SHANDS MED GROUP AT MAGNOLIA PARKE 4740 NW 39TH PLACE STE B GAINESVILLE FL 32606 PHYSICIANS CLINICS Schedule H, Part VI, Line 5 Role of Affiliate in promoting Health in the Community UF Health Shands serves as a training ground for tomorrow's doctors. There are 840 UF College of Medicine physician residents and fellows in 65 accredited graduate medical education programs in Gainesville. More than 350 undergraduate College of Nursing students also gain meaningful clinical experiences at UF Health Shands Hospital as part of their education program. University of Florida Health Science 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 3,000 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 FluMist 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 volunteered 653 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. * University of Florida College of Dentistry students volunteered more than 9,500 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 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 estimates that 10.1% of bad debt is due to patients who were determined ineligible for financial assistance based on incomplete application information. 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 2016 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; Schedule H, Part V, Section B, Line 16b FAP Application website - UF HEALTH SHANDS HOSPITAL: Line 16b URL: ufhealth.org; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - UF HEALTH SHANDS HOSPITAL: Line 16c URL: ufhealth.org; 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 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. Schedule H, Part VI, Line 4 Community information For the 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 45 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. Nearly 900 UF College of Medicine faculty and community physicians are on the UF Health Shands medical staff, along with more than 8,900 skilled nursing and support 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 FY16 - Shands Teaching Hospital and Clinics Inc. (in millions) * Charity care and social responsibility (net unreimbursed financial assistance at cost) - $46.8 * Health professionals education - $21.3 * Scientific and clinical research in the health sciences - $15.7 * Donations and in-kind services to support community-based efforts - $2.7 * Community and regional health services - $6.5 * Total Community Benefit (provided at cost) - $93.0 * UF Health Shands served uninsured patients from every county in Florida. * UF Health Shands employees and volunteers, supported by UF College of Medicine faculty, residents and students, participated in 23 health fairs that reached more than 6,000 people. * UF Health Shands offered 956 health seminars, reaching more than 32,000 people, on topics ranging from disease prevention to diagnosis and treatment for a variety of health care issues. * The UF Health Women's Advantage program offered health-focused events on all aspects of women's health. Topics for FY16 included: exercise and weight loss, heart care, fibromyalgia, allergies, diabetes, cholesterol and an array of cancer issues; along with a number of health screenings and a variety of health information offered at an annual health fair. * The UF Health Healthy Advantage program offered health-focused events on a range of health issues targeting middle-aged and older adults. Topics for FY16 included: orthopaedic issues, stroke, heart disease and several types of cancer. * UF Health Shands contributed more than $2.5 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, ElderCare 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 15 grade schools and high schools, two 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. * UF Health Shands Rehab Hospital staff attended 32 community events in north central Florida to help educate an estimated 750 community members about stroke symptoms and the appropriate response. true University of Florida 226 Tigert Hall Gainesville FL 32601 596002052 75099836 Support for various Colleges Santa Fe College 3000 NW 83rd Street Gainesville FL 32608 591207627 42000 Nursing College Community Foundation of N Central Florida 3919 W Newberry Road Suite 3 Gainesville FL 32607 593532330 25000 General Haven Hospice 4200 NW 90th Blvd Gainesville FL 32606 592490893 15000 ViVA 2016 Oak Hall School 8009 SW 14th Ave Gainesville FL 32607 591289155 7500 Athletic sponsorship United Way of North Central Florida PO Box 864790 Orlando FL 32886 590808855 22500 114218 Caimpaign Support and Employee participation Academy Sponsorship March of Dimes 1831 NW 13th Street Suite 3 Gainesville FL 32609 131846366 12000 52237 Community Fundraising events 2016 Walk sponsor MLK Commission of FL PO Box 2092 Gainesville FL 32602 591932327 12000 King Celebration, Strike Out Hunger American Heart Association 3801 NW 40th Terrace Suite B Gainesville FL 32606 135613797 15000 39299 Annual Heart Walk Heart Ball, Heart Walk Hippodrome State Theatre 25 SE 2nd Place Gainesville FL 32601 591590987 10000 General Contribution Dance Alive 1325 NW 2nd Street Gainesville FL 32601 237348157 7500 General Contribution Muscular Dystrophy Association 222 S Riverside Plaza Suite 1500 Chicago IL 60606 131665552 10000 General Sebastian Ferrero Foundation PO Box 358170 Gainesville FL 32635 261200788 6000 Noche de Gala Ronald McDonald House 1600 SW 14th Street Gainesville FL 32608 591887896 17500 General, Red Shoe Affair American Cancer Society 2119 SW 16th Street Gainesville FL 32608 590657320 12750 making strides against breast cancer; Relay for Life Advocates for World Health 16830 Ventura Blvd Suite 360 Encino CA 91436 264695101 8485 book expired surgical supplies provide surgical supplies that are still usable to communities in need Gainesville Soccer Alliance 14100 NW 32nd Ave Gainesville FL 32606 223885781 13333 General North Central Florida Intergroup 2632 NW 43rd St Suite 1182 Gainesville FL 32606 593360690 52500 FMV use of meeting rooms Use of Meeting rooms for Alcoholics Anonymous meetings Elder Care of Alachua County PO Box 100336 Gainesville FL 32610 593051104 3 7500 Elder Care programs 19 0 BURN GARMENTS 22197 DIVERSION PROGRAM 64673 FOOD PANTRY 36029 FAMILY ASSISTANCE 5323 BEREAVEMENT PROGRAM 9654 SPECIAL NEEDS CAR SEATS 9890 Maren Nursing Scholarship 18 10072 X X X X X false false false false false false false false false Edward Jimenez CEO 754808 0 260820 0 114337 0 15900 0 11026 0 1156891 0 0 0 David Guzick MD President/Chairman/Director 0 900357 0 452500 0 65024 0 20670 0 14463 0 1453014 0 0 Kevin Behrns MD Director 0 704228 0 10000 0 4748 0 13886 0 20691 0 753553 0 0 Wesley Kent Fuchs Director 0 825347 0 0 0 146510 0 56882 0 17328 0 1046067 0 0 Michael Good MD Director 0 798068 0 0 0 12448 0 22778 0 20722 0 854016 0 0 Robert Hromas MD Director 0 558968 0 94508 0 4748 0 19908 0 20698 0 698830 0 0 Michael McKee Director 0 288715 0 0 0 9498 0 37177 0 17108 0 352498 0 0 Scott Rivkees MD Director 0 510542 0 16348 0 14748 0 9408 0 20784 0 571830 0 0 Joseph Tyndall MD Director 0 420573 0 50000 0 3694 0 13805 0 20725 0 508797 0 0 James Kelly SVP Finance /Treasurer 366601 0 90585 0 50571 0 15900 0 10612 0 534269 0 0 0 James Roberts Senior VP/Secretary 409750 0 111100 0 160911 0 18550 0 10662 0 710973 0 0 0 Irene Alexaitis VP Nursing Shands UF 273000 0 53260 0 19991 0 21200 0 8478 0 375929 0 0 0 Harley Keith Alltop Director Patient Financial Svcs 207191 0 10110 0 11644 0 18544 0 4050 0 251539 0 0 0 Charles Behl VP Revenue Cycle 283650 0 66744 0 3153 0 15900 0 10526 0 379973 0 0 0 Kari Lou Cassel Sr VP & Chief Information Officer 324900 0 76024 0 47833 0 10600 0 10571 0 469928 0 0 0 Janet Christie SVP HR 337400 0 91410 0 12735 0 15900 0 10584 0 468029 0 0 0 Marvin Dewar UFP CEO/COM Sr Assoc Dean 426213 26894 0 12433 33162 -12 21200 1462 10680 0 491255 40777 0 0 Timothy Goldfarb EVP Regional & Gov Affairs 272443 0 154500 0 126865 0 21050 0 5388 0 580246 0 0 0 Randy Harmatz SVP/Chief Quality Officer 299472 0 84410 0 41764 0 15900 0 10543 0 452089 0 0 0 Raymond Hoskavich Sr Director Human Resources 224785 0 22037 0 -3928 0 19750 0 9939 0 272583 0 0 0 Mary Kiely SAVP Development, Shands 272800 0 26880 0 37492 0 18550 0 10498 0 366220 0 0 0 Bradley Pollitt VP Facilities Development 240450 0 42426 0 19291 0 21200 0 10224 0 333591 0 0 0 Anthony Carvalho Pres Safety Net Hosp Alliance of FL 418270 0 40000 0 52577 0 21200 0 10668 0 542715 0 0 0 Marina Cecchini Adm UFH Psych/Rehab 277150 0 37044 0 19626 0 21200 0 10519 0 365539 0 0 0 Michael Gleason Treasurer Shands Jacksonville Medical Cntr 294231 0 0 0 72745 0 21200 0 7137 0 395313 0 0 0 Elizabeth Ruszczyk-White VP Compliance 252150 0 56856 0 19766 0 21200 0 10329 0 360301 0 0 0 Lesli A Ward VP Chief HRO 260800 0 14355 0 2233 0 21200 0 10407 0 308995 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 000000000 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 28125000 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 false true true MERRILL LYNCH 30.7 true false false false false B false false true true MERRILL LYNCH 30.7 true false false true false C false false 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. 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 18295455 0 70000000 0 0 0 0 0 0 0 0 0 true false true true B 0 0 34320000 0 0 0 0 0 0 0 0 0 true false true true C 0 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 216047332 0 103636317 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 X 1 13320 Opinions of experts X 3 18620 Cost X Toys 3 35000 Cost false true false Schedule M, Part I Explanations of reporting method for number of contributions Art - Works of art - : Contributions Food inventory - : Contributions Other - Toys: Contributions Form 990, Part VI, Line 3 Delegation of management duties Morrison Healthcare provides management services in the dietary department. Crothall provides management services in the laundry, patient transport and housekeeping departments. Form 990, Part VI, Line 6 Classes of members or stockholders Individuals serving on the Shands Teaching Hospital and Clinics, Inc. Board of Directors are members. 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 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 Department receives and reviews 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 Pharmacy non-patient revenue - Total Revenue: 93690, Related or Exempt Function Revenue: , Unrelated Business Revenue: 93690, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Increase in Temporary Net Assets - 2895685; Decrease in Outstanding Pledges - -598119; Other decreases - -11546059; FIRST COAST ADVANTAGE CENTRAL LLC PO BOX 100336 GAINESVILLE FL 32610 274971296 MEDICAID PROVIDER SERVICE NETWORK FL 0 0 SHANDS TEACHING HOSPITAL AND CLINICS INC SHANDS LAKE SHORE COMMUNITY HEALTH LLC PO BOX 100336 GAINESVILLE FL 32610 272866181 HOSPITAL JOINT VENTURE FL 0 0 SHANDS TEACHING HOSPITAL AND CLINICS INC SHANDS LIVE OAK COMMUNITY HEALTH LLC PO BOX 100336 GAINESVILLE FL 32610 272867205 HOSPITAL JOINT VENTURE FL 0 0 SHANDS TEACHING HOSPITAL AND CLINICS INC SHANDS STARKE COMMUNITY HEALTH LLC PO BOX 100336 GAINESVILLE FL 32610 272867522 HOSPITAL FL 0 0 SHANDS TEACHING HOSPITAL AND CLINICS INC INNOVATION SQUARE 720 SW 2ND AVE GAINESVILLE FL 32601 461350585 SUPPORT FOR THE UNIVERSITY OF FLORIDA FL 0 8158220 Shands Teaching Hospital and Clinics Inc FLORIDA RECOVERY LLC PO BOX 100303 GAINESVILLE FL 326100303 471324600 PSYCH SERVICES FL 7806516 1098030 SHANDS TEACHING HOSPITAL AND CLINICS INC SHANDS JACKSONVILLE HEALTHCARE INC 655 WEST 8TH ST JACKSONVILLE FL 32209 592441966 INVESTMENTS FOR SHANDS JACKSONVILLE MEDICAL CENTER, INC. FL 501(c)(3 UNIVERSITY OF FLORIDA false UNIVERSITY OF FLORIDA 226 TIGERT HALL GAINESVILLE FL 32611 596002052 EDUCATION FL NA false ELDERCARE OF ALACHUA COUNTY INC PO BOX 100336 GAINESVILLE FL 32610 593051104 SENIOR SERVICES FL 501(c)(3 9 SHANDS TEACHING HOSPITAL AND CLINICS INC false SHANDS LAKE SHORE INC PO BOX 100362 GAINESVILLE FL 32610 592699965 HOSPITAL FL 501(c)(3 3 SHANDS TEACHING HOSPITAL AND CLINICS INC false SOUTHEASTERN HEALTHCARE FOUNDATION PO BOX 100362 GAINESVILLE FL 32610 592357609 HOSPITAL SUPPORT FL 501(c)(3 SHANDS TEACHING HOSPITAL AND CLINICS INC false SHANDS AUXILIARIES INC PO BOX 100362 GAINESVILLE FL 32610 593551267 HOSPITAL SUPPORT FL 501(c)(3 SOUTHEASTERN HEALTHCARE FOUNDATION INC false UNIVERSITY ATHLETIC ASSOCIATION PO BOX 14485 GAINESVILLE FL 32604 596002050 COLLEGIATE ATHLETIC ASSOCIATION FL 501(c)(3 5 UNIVERSITY OF FLORIDA false THE UNIVERSITY OF FLORIDA FOUNDATION PO BOX 14425 GAINESVILLE FL 32604 590974739 FUNDRAISING FL 501(c)(3 7 UNIVERSITY OF FLORIDA false UNIVERSITY OF FLORIDA INVESTMENT CORP 4510 NW 6TH PLACE 2ND FLOOR GAINESVILLE FL 32607 201226494 INVESTMENT MANAGEMENT FL 501(c)(3 UNIVERSITY OF FLORIDA false FLORIDA CLINICAL PRACTICE ASSOCIATION PO BOX 100205 GAINESVILLE FL 32610 591680273 EDUCATIONAL SUPPORT FL 501(c)(3 UNIVERSITY OF FLORIDA false FLORIDA HEALTH PROFESSIONS ASSOC INC PO BOX 100174 GAINESVILLE FL 326100174 593563965 PROF SVCS / RENT FL 501(c)(3 UNIVERSITY OF FLORIDA false UNIVERSITY OF FLORIDA DEVELOPMENT CORPORATION 747 SW 2ND AVENUE IMB49 GAINESVILLE FL 32601 352427022 EDUCATIONAL SUPPORT FL 501(c)(3 UNIVERSITY OF FLORIDA false GATORCARE HEALTH MANAGEMENT CORPORATION 1329 SW 16TH STREET GAINESVILLE FL 32610 461185106 SELF-INSURED HEALTH INSURANCE PLAN FL 501(c)(3 UNIVERSITY OF FLORIDA false SHANDS LAKE SHORE HMA LLC PO BOX 100336 GAINESVILLE FL 326100336 272695112 HOSPITAL FL CHS Unrelated -296967 2696175 false false 0.4 SHANDS LIVE OAK HMA LLC PO BOX 100336 GAINESVILLE FL 326100336 272691609 HOSPITAL FL CHS Unrelated 807304 4021988 false false 0.4 SHANDS STARKE HMA LLC PO BOX 100336 GAINESVILLE FL 326100336 272691760 HOSPITAL FL CHS Unrelated 244260 3737396 false false 0.4 SHANDS SOLANTIC JOINT VENTURE LLC 8711 PERIMETER PARK BLVD JACKSONVILLE FL 322166389 264732338 URGENT CARE CENTER FL NA Unrelated 65519 2306147 false false 0.5 MUNROE REGIONAL HEALTH SYSTEMS INC PO BOX 100336 GAINESVILLE FL 326100336 463661444 HOSPITAL FL CHS Unrelated 123600 13367663 false false 0.05 false true true true false false false false true true true true true true true true true true true