2015-01-26T08:22:28-06:00 2014-06-30 651083521 Holyfield & Thomas LLC 125 Butler Street West Palm Beach FL 33407 990 2013-07-01 592391119 Palm Healthcare Foundation Inc PALM 5618336333 700 South Dixie Highway No 205 West Palm Beach FL 33401 Andrea Bradley JD CEO 5618336333 2015-01-12 1 David J Thomas P00002419 5616896000 2013 2016-03-07 17:11:31Z Andrea Bradley JD 700 South Dixie Highway No 205 West Palm Beach FL 33401 33843053 0 X http://www.palmhealthcare.org/ X 1984 FL Solves critical healthcare issues through creative community-wide collaboration. 15 15 14 65 0 0 1379776 517190 0 0 5504215 5565277 422717 -12852 7306708 6069615 2218344 2350402 0 0 983378 1214021 0 0 466406 1123928 1440844 4325650 5005267 2981058 1064348 82667585 87329479 1652216 1998077 81015369 85331402 X Palm Healthcare Foundation's greater mission is to inspire and fund solutions to improve health in Palm Beach County. The Foundation is committed to finding ways for inspired giving and thoughtful funding to generate lasting change. 0 0 2350402 2350402 Palm Healthcare Foundation's responsive grantmaking seeks to meet the diverse needs of Palm Beach County's health systems. The Foundation convenes leaders and county residents, listens carefully to their needs and provides financial support and resources to help communities make positive, healthy changes. The Foundation's new Healthier Together initiative is a place-based funding approach to solving the community's most complex healthcare issues, neighborhood by neighborhood. 1561755 Palm Healthcare Foundation also allocates funding for programs and initiatives that provide the training and certifications to enhance nursing skills, develop nursing leaders, improve healthcare work environments, provide access to health education, screenings and other related health programs that improve the health of our Palm Beach County residents. 1880 Palm Healthcare Pavilion programs suppport families with chronic health conditions including behavioral health issues and brain disease in a welcoming environment that emphasizes education and personal responsibility. Other Pavilion programs provide training and education for health professionals to enhance skill levels and clinical expertise. 92982 Program Accomplishment-The Foundation also implements multi-media social change campaigns that increase awareness of local health issues that are aligned with the priorities of the Foundation. These campaigns educate the public with the intent to increase healthy behaviors. The Foundation is the primary support for Palm Beach County Diabetes Week, a weeklong event to encourage residents to get screened for diabetes and Lets's Move Physical Activity Challenge, a month-long challenge campaign with a goal to get Palm Beach residents "moving" to better health. 92982 4007019 1 1 0 0 0 1 0 0 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 7 0 1 14 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X John Peters Chief Financial Officer 5618336333 700 S Dixie Highway West Palm Beach FL 33401 Mark Cook Chairman 2.00 X X 0 0 0 Philippe Jeck Vice Chairman 2.00 X X 0 0 0 Christopher Gryskiewicz Treasurer 2.00 X X 0 0 0 Fran Hathaway Secretary 2.00 X X 0 0 0 John Lacy Trustee 1.00 X 0 0 0 Barbara Jacobowitz Trustee 1.00 X 0 0 0 Alina M Alonso MD Trustee 1.00 X 0 0 0 David Dodson MD Trustee 1.00 X 0 0 0 Pete Martinez Trustee 1.00 X 0 0 0 Mark Rubenstein MD Trustee 1.00 X 0 0 0 Joseph B Shearouse III Trustee 1.00 X 0 0 0 Greg Quattlebaum Trustee 1.00 X 0 0 0 Andrea Stephenson Trustee 1.00 X 0 0 0 Denise Bober Trustee 1.00 X 0 0 0 Andrea Bradley CEO 40.00 X 226236 0 0 John Peters CFO 40.00 X 149280 0 0 Amy Dean Vice President 40.00 X 106465 0 0 Melanie Otero Vice President 40.00 X 107685 0 0 Marjorie Sullivan Vice President 40.00 X 112381 0 0 702047 0 0 5 0 1 0 0 198622 318568 517190 1908206 1908206 169949 547998 -378049 -378049 -378049 30741435 27084364 3657071 3657071 3657071 140263 198622 141076 -813 -813 Change in Value of Split Interest 900099 366010 366010 366010 6069615 0 0 5552425 2350402 2350402 416133 202839 97396 115898 646102 320989 146725 178388 29151 7716 11644 9791 50731 9594 23111 18026 71904 24958 27098 19848 23611 5468 18125 18 27599 6391 21187 21 423826 98148 325355 323 367338 353693 36 13609 83331 16822 44201 22308 36896 12739 24157 15343 1271 12750 1322 17063 10635 2651 3777 41878 39623 2255 8349 8349 19331 19331 Administrative Allocati 0 269508 -303196 33688 Community Outreach 259236 232547 16 26673 Repairs & Maintenance 55538 38928 16610 Uncollectible Funds 24044 24044 37461 19632 11723 6106 5005267 4007019 531842 466406 500 500 1148260 1636126 51562 13307 980299 25971 20259 9674361 2071070 7893109 7603291 67581291 72732710 4986593 5323286 82667585 87329479 250398 258843 1401818 1739234 1652216 1998077 X 60315495 63420588 11489220 12700159 9210654 9210655 81015369 85331402 82667585 87329479 1064348 3751685 -500000 0 X X 0 1 X 1 0 X 431240 754372 675411 735690 517190 3113903 431240 754372 675411 735690 517190 3113903 3113903 2238485 2335696 2127784 2432404 2287471 11421840 10000 10000 14545743 393892 0.21410 0.25590 X Palm Healthcare Foundation's public support for fiscal year ended June 30, 2014 was 21.41%. The following facts and circumstances support the public charity status of the Foundation for three main reasons: 1) the Foundation's original corpus was funded substantially from broad public sources, and the high levels of investment income that impacts the public support percentage (Schedule A, Section C, Line 14) comes from that original public support; 2) the Foundation has always operated a comprehensive fund development program which solicits a broad range of public donors in a number of ways, includes major giving, annual giving, planned giving, grant-writing, special events and on-line giving; and 3) the Foundation's 15-member board of trustees and its eight (8) committees are made up of community members from a variety of geographic locations, industries, ethnic and religious backgrounds and socio-economic levels, representing Palm Beach County as a whole. 1) Palm Healthcare Foundation, a hospital conversion foundation, was created in July 2001 as the successor to the Good Samaritan Medical Center Foundation and St. Mary's Hospital Foundation when the two not-for-profit hospitals were sold to a for-profit entity. The funds in the hospital foundations, donated from a wide-range of public sources including individual donors, other foundations and corporations, formed the original corpus of Palm Healthcare Foundation. At the end of Palm Healthcare Foundation's first fiscal year, the Foundation held $64 million in assets, which was invested for the purposes of supporting the healthcare needs of Palm Beach County residents. From the beginning, the Foundation solicited the public at large for donations to supplement the corpus. Public donations and investment return has allowed Palm Healthcare Foundation to grant more than $63 million to more than 100 not-for-profit organizations serving the healthcare needs of our community. In recent years, the Foundation's work has been focused around and made significant advances in the critical issues of diabetes prevention and management, nursing advancement, family caregiving, and behavioral health.2) Since its inception, Palm Healthcare Foundation has maintained a continuous program for solicitation of funds from the general public, community and local sponsors. The Foundation employs a senior-level fund development executive who manages a comprehensive solicitation program, including:a. Three annual direct mail pieces are sent to thousands of community members.b. An annual giving program, Greater Together Giving Funds, which was supported by 100% of the Foundation's trustees this fiscal year.c. A yearly nursing appreciation reception with sponsorship opportunities.d. Corporate support for diabetes-related programming.e. Memorial and tribute giving opportunities. f. Multiple ways to give on-line at www.palmhealthcare.org.g. Fund raising ads are placed in the local newspaper.h. Annual reports with donors' stories and ways to give. i. Fund development training for trustees, as well as focus groups, cultivation activities and community events to which trustees bring potential donors. This fiscal year, 16 different sources donated $5,000 or more for a total of $160,814. When donors who gave smaller donations are included, the foundation received $318,568 from more than 300 donors altogether. These donors represent individuals, other foundations, corporations and other organizations from across Palm Beach County.3) Palm Healthcare Foundation's board of trustees consists of a strong, diverse governing body which represents the broad healthcare interests of the residents of Palm Beach County. Trustees represent the following sectors of the community:a. Health Care District (government).b. For-profit hospital.c. Local private physician practices.d. Nursing.e. Nursing education.f. Corporations.g. Small businesses. h. Legal field.i. Financial industry.j. Banking.k. Not-for-profit healthcare planning organization.l. Real Estate.m. Retired.In addition, Palm Healthcare Foundation owns and operates the Mollie Wilmot Children's Center at the Palm Healthcare Pavilion on the campus of St. Mary's Medical Center. Twenty-eight percent of the office space is provided free of charge to two unrelated not-for-profit organizations as part of the organization's mission to promote healthcare. The two not-for-profit organizations provide services directly for the benefit of the general public. The fair market value of the in-kind rent for the current fiscal year was $209,000. In light of the history of Palm Healthcare Foundation's public support origins and the ongoing commitment to soliciting public support to improve the health and well-being of residents of Palm Beach County, Palm Healthcare Foundation meets the facts and circumstances of the public support test. Schedule A, Part II, Line 10, Explanation of Other Income: Other misc support - 2009 Amount: $ 10,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8 6783 173448 2962229 1 1 13080579 1718222 239920 547682 14011199 17332364 317163 2896874 1015077 19531324 8920300 263617 9444847 1296400 17332364 9135148 -214848 8920300 9012452 25000 696453 598757 9135148 0.00000 0.65740 0.34260 0 0 8560047 1792351 6767696 655000 104254 550746 38980 7978 31002 359895 60439 166487 253847 7603291 Split Interest Agreement 5083971 Other Assets 6356 Accrued Income 232959 5323286 X 10316745 3751684 221578 265248 4238510 6078235 -8620 -8620 6069615 5492093 221578 265248 486826 5005267 0 5005267 Part X, Line 2: The Internal Revenue Service has determined that the Foundation is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. However, income from certain activities not directly related to the Foundation's tax-exempt purpose is subject to taxation as unrelated business income. There was no unrelated business income during the year ended June 30, 2014. The Foundation follows FASB ASC Topic 740-10, Accounting for Uncertainty in Income Taxes. This standard seeks to reduce the diversity in practice associated with certain aspects of measurement and recognition in accounting for income taxes. It prescribes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position that an entity takes or expects to take in a tax return. An entity may only recognize or continue to recognize tax positions that meet a "more likely than not" threshold. The Foundation assesses its income tax positions based on management's evaluation of the facts, circumstances, and information available at the reporting date. The Foundation uses the prescribed "more likely than not" threshold when making its assessment. The Foundation did not record any adjustment and did not accrue any interest expense or penalties related to tax positions. There are currently no open federal or state tax years under audit. Part XI, Line 2d - Other Adjustments: Investment Management Fee -423,826. Special Event Expenses 141,076. Rental Expenses 547,998. Part XI, Line 4b - Other Adjustments: Loss on Disposition of Assets -8,620. Part XII, Line 2d - Other Adjustments: Investment Management Fee -423,826. Special Event Expenses 141,076. Rental Expenses 547,998. Fundraising Event 338885 198622 140263 141076 338885 198622 140263 141076 141076 -813 1 Athritis Foundation 400 Hibiscus Street West Palm Beach FL 33401 590816892 501(C)(3) 10000 General Operating Support Boys Town South Florida 3111 South Dixie Hwy Suite 200 West Palm Beach FL 33405 293965524 501(C)(3) 72000 Behavioral Science Services Caridad Center 8645 West Boynton Beach Blvd Boynton Beach FL 33472 650149423 501(C)(3) 150000 Diabetes Prevention, Mnagement for Minorities & Capital Support. Catholic Charities of the Diocese of Palm Beach Inc PO Box 109650 Palm Beach Gardens MD 33410 592470479 25000 Interfaith, Health and Wellnes Faith, Community Nursing Community Foundation of Palm Beach and Martin County 700 South Dixie Hwy Suite 200 West Palm Beach FL 33401 237181875 501(C)(3) 30000 Great Give Event El Sol Neighborhood 106 Military Trail Jupiter FL 33458 108706720 501(C)(3) 62500 VISTA Match FAU Foundation 777 Glades Rd 247 Boca Raton FL 33431 590917284 501(C)(3) 108450 Nursing Scholarships Florida International University Foundation 11200 SW 8th Steet AHCII 680 Miami FL 33199 650177616 501(C)(3) 12000 Student Scholarships FSU College of Medicine A1500 University Center Tallahassee FL 32306 591961248 501(C)(3) 6000 Student Scholarships Genesis Community Health Inc 564 East Woolbright Rd Boynton Beach FL 33435 800374741 501(C)(3) 55000 Diabetes Coalition H Lee Moffitt Cancer Center 12902 Magnolia Drive Tampa FL 33612 592451713 501(C)(3) 10000 Jacquie Liggett Fellowship Health Council of Southeast Florida 600 Sandree Dr 101 Palm Beach Gardens FL 33403 501(C)(3) 15000 Genral Support Hearing the Ovarin Cancer Whisper 360 Cypress Drive Suite 4 Jupiter FL 33469 465031762 501(C)(3) 864633 Program Support Hospice Foundation of Palm Beach County 139 North County Rd Palm Beach FL 33480 592543362 501(C)(3) 34562 Marmont Quarterly Payment Institute for People Place Possibility 501 Fayt Street Suite 206 Columbia MO 65201 273888796 501(C)(3) 45500 Healthier Together Mapping Jewish Family Service Caregiver Respite 21300 Ruth Barron Colman Blvd Boca Raton FL 33428 651115689 501(C)(3) 45000 Respite & Resource Program Kramer Senior Service 4847 Fred Gladstone Dr West Palm Beach FL 33417 592753822 501(C)(3) 67800 Morse Life Ipert Jewish Family & Jewish Services 5841 Corporate Dr Suite 200 West Palm Beach FL 33407 501(C)(3) 75000 Enhanced Companion Program NAMI of PBC 5205 Greenwood Ave Suite 110 West Palm Beach FL 33407 592301320 501(C)(3) 33880 Scholarships Palm Beach Atlantic University 901 South Flagler Dr West Palm Beach FL 33416 591092732 501(C)(3) 75000 Nursing Programs Palm Beach County Medical Society Services 3540 Forest Hill Blvd Suite 101 West Palm Beach FL 33406 651048299 501(C)(3) 59000 Disaster Preparedness Palm Beach State College 4200 Congress Ave Lake Worth FL 33461 591818556 501(C)(3) 23487 Nursing Scholarships Pathways to Prosperity 223 NE 12th Ave Ocean Ridge FL 33435 273550271 501(C)(3) 60000 Circles Campaign Scripps Research Institute 130 Scripps Way 482 Jupiter FL 33458 330435954 501(C)(3) 20000 General Support Shunpike 3518 Fremont Ave Seattle WA 98103 912138554 501(C)(3) 9000 Mapping for Healthier Together The Benjamin Private School Inc 11000 Ellison Wilson Rd North Palm Beach FL 33408 591536502 501(C)(3) 10000 DSM-V Diagnoses The Lord's Place 2808 North Australian Ave West Palm Beach FL 33407 501(C)(3) 50000 Jail Transitioon Project Miller School of Medicine 1600 NW 10th Ave Miami FL 33136 590624458 501(C)(3) 15000 Medical Scholarships U of SF HPCC 124 S Franklin St Tampa FL 33602 161765073 501(C)(3) 24750 Jackie Liggett Clinical Fellowship Weil Cornell Medical College 4455 East 69th Street New York NY 10021 131623978 501(C)(3) 9000 Medical Scholarships YMCA of South PB County 6631 Palmetto Circle South Boca Raton FL 33433 591416281 501(C)(3) 65000 Diabetes Prevention South University 9801 Belvedere Rd Roytal Palm Beach FL 33433 501(C)(3) 65000 Nursing Scholarships Barry University 11300 2nd Ave Miami Shores FL 33161 501(C)(3) 9000 Scholarships Nova SE University 3970 RCA Blvd Palm Beach Gardens FL 33410 501(C)(3) 6875 Scholarships Excelsior College 7 Columbia Cir Albany NY 12203 501(C)(3) 8825 Nutrition Hanley Center Foundation 933 45th St West Palm Beach FL 33407 202871945 501(C)(3) 34562 General Operations U of Miami PO Box 248187 Coral Gables FL 33124 590624458 501(C)(3) 7500 General Operations Florida A&M University 1700 4 Lee Hall Drive Tallahassee FL 32307 501(C)(3) 7500 Transition Project Part I, Line 2: Palm Healthcare Foundation practices engaged investment, a collaborative grantmaking philosophy that builds strong community relationships and is the impetus for its new Healthier Together initiative. Rather than treating symptoms alone, our Healthier Together initiative works to solve complex healthcare problem by targeting the root causes. Collaborating with community leaders and residents, we can generate change from the inside out. We believe that by planting deep roots and working hand-in-hand with key leaders toward a common goal, everyone in the community can live better, healthier and more enjoyable lives together. X X 0 0 0 0 0 0 0 0 0 Andrea Bradley CEO 226236 0 0 0 0 0 0 0 0 0 226236 0 0 0 Form 990, Part VI, Section B, line 11 The organzation makes its form 990 available to the board of directors by distributing a copy to each member of the board of trustees prior to filing with the IRS. The board reviews the content and discusses at a regularly scheduled board meeting. A motion is made to approve the filing of the form 990. Form 990, Part VI, Section B, line 12c The Foundation strictly adheres to the conflict of interest/disclosure policy. Pursuant to the policy, during discussion or debate at scheduled board committee meetings, trustees, employees and volunteers with real, perceived, or potential conflicts of interest must announce those conflicts to the attendees. Trustees, employees, and volunteers who have stated a potential conflict must abstain from the vote, vacate the room while the vote is taken and return after the vote has been decided. The action will be noted in the meeting minutes. Additionally, board members provide a conflict of interest/disclosure form annually in conjunction with the annual meeting. Form 990, Part VI, Section B, line 15 The CEO and key employees compensation is reviewed annually and compared with similar non-profit positions from independent surveys. By recommendation of the executive committee, the board of trustees approves the CEO compensation. In addition, the board approves all employees compensation as detailed in the annual operating budget. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, financial statements available upon request. The annual report is made available on the organization's website. Part XII Line 2C Audit Report Review Process: The audit report is reviewed annually at the audit report review meeting as presented by the independent auditors. The process has not changed from the prior year. 5205 Building LLC 5205 Greenwood Avenue West Palm Beach FL 33405 Commercial Rental Property FL