HEALTH PLANNING COUNCIL OF SW FLA: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH PLANNING COUNCIL OF SW FLA (EIN 59-2269305)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-12-08
- IRS object ID
- 201223439349300302
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-08T15:57:27-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CINDY D-ARTAGNAN CPA LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6369 BETHANY AVE | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 339195008 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592269305 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH PLANNING COUNCIL OF SW FL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEAL | NameControl |
| Phone | 2394336700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8961 DANIELS CENTER DRIVE | AddressLine1 |
| Address Line2 | ROOM/SUITE 401 | AddressLine2 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33912 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ED HOUCK | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2394336700 | Phone |
| Date Signed | 2012-12-05 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CYNTHIA S D'ARTAGNAN | Name |
| Phone | 2392771040 | Phone |
| Date Prepared | 2012-12-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ED HOUCK | NameOfPrincipalOfficerPerson |
| Gross Receipts | 8706020 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HPCSWF.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | PROMOTE AVAILABLE, EFFICIENT, COST-EFFECTIVE, QUALITY HEALTH SERVICES FOR SOUTHWEST FLORIDA. BE THE PREFERRED VENDOR FOR HEALTH-RELATED INFORMATION AND DATA, AND A RESOURCE FOR HEALTH PROGRAMS AND SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 74 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 6308541 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7750386 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 665368 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 940319 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7533 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5024 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3511 | OtherRevenuePriorYear |
| Other Revenue Current Year | 10291 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6984953 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8706020 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1927847 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3474655 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4832883 | OtherExpensePriorYear |
| Other Expenses Current Year | 5267420 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6760730 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8742075 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 224223 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -36055 | RevenuesLessExpensesCY |
| Total Assets BOY | 3071539 | TotalAssetsBOY |
| Total Assets EOY | 3506837 | TotalAssetsEOY |
| Total Liabilities BOY | 1159877 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1631230 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1911662 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1875607 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PROMOTE AVAILABLE, EFFICIENT, COST-EFFECTIVE, QUALITY HEALTH SERVICES FOR SOUTHWEST FLORIDA. BE THE PREFERRED VENDOR FOR HEALTH-RELATED INFORMATION AND DATA, AND A RESOURCE FOR HEALTH PROGRAMS AND SERVICES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 122192 | Expense |
| Description | PROMOTE ACCESS TO QUALITY HEALTH CARE SERVICES AND PUBLIC AWARENESS OF COMMUNITY HEALTH CARE NEEDS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4729178 | Expense |
| Description | ADMINISTER EARLY INTERVENTION PROGRAM WHICH PROVIDES SPECIAL NEEDS ASSESSMENTS AND THERAPIES TO DEVELOPMENTALLY CHALLENGED/IMPAIRED CHILDREN. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 745916 | Expense |
| Description | PROVIDE ACCESS TO HOUSING FOR HIV/AIDS PATIENTS | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2824122 | Expense |
| Description | PROVIDE ACCESS TO QUALITY HEALTH CARE SERVICES AND INSURANCE TO HIV/AIDS PATIENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2824122 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 8421408 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 453 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 74 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ED HOUCK | NamePerson |
| Telephone Number | 2394336700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8961 DANIELS CENTER DR | AddressLine1 |
| Address Line2 | UNIT 401 | AddressLine2 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33912 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| LEVKO KLOS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARTHA VALIENT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT ROSENBLUTH | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| ROGER WARD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SHARON MURPHY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM CRONE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAN TOPP | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARY KAY BURNS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LAURIE ANDREA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DANNY HALVATZIS | |||||||
| CHAIRMAN | 3.00 | 0 | 0 | 0 | X | ||
| ROBERT ZACK | |||||||
| VICE CHAIRMA | 3.00 | 0 | 0 | 0 | X | ||
| SHANNON HALL | |||||||
| SECRETARY | 3.00 | 0 | 0 | 0 | X | ||
| ED HOUCK | |||||||
| EXEC. DIRECT | 50.00 | 154880 | 0 | 19971 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 154880 | TotalReportableCompFromOrg |
| Total Other Compensation | 19971 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | Address Line2AddressOfContractor/AddressUS/AddressLine2 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|---|
| MCGREGOR CLINIC | ||||||
| 2506 SECOND ST | SUITE 105 | FORT MYERS | FL | 33901 | CASE MGT & MED. | 432152 |
| COMPREHENSIVE CARE CLINIC | ||||||
| 1231 N TUTTLE AVE | SARASOTA | FL | 34237 | CASE MGT & MED. | 332950 | |
| COLLIER CO HEALTH DEPT | ||||||
| 3301 E TAMIAMI TRAIL | NAPLES | FL | 34112 | CASE MGT & MED. | 222450 | |
| MUTUAL OF AMERICA | ||||||
| PO BOX 2493 | NEW YORK | NY | 101850049 | PENSION CONTR. | 221923 | |
| BLUE CROSS AND BLUE SHIELD | ||||||
| PO BOX 105358 | ATLANTA | GA | 303485358 | HEALTH INS. | 219149 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| Government Grants | 7745486 | GovernmentGrants |
| All Other Contributions | 4900 | AllOtherContributions |
| Noncash Contributions | 4900 | NoncashContributions |
| Total Contributions | 7750386 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| MEDICAID | 911896 | 911896 |
| INSURANCE REIMBURSEMENTS | 27725 | 27725 |
| HEALTH PLANNING | 698 | 698 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 940319 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5024 | TotalRevenueColumn |
| Exclusion | $5,024 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| DATA SALES | 5396 | 5396 |
| COPYWORK SALES | 2977 | 2977 |
| EXPENSE REIMBURSEMENTS | 1918 | 1918 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 10291 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8706020 | TotalRevenueColumn |
| Related Or Exempt Function Income | 950610 | RelatedOrExemptFunctionIncome |
| Exclusion | $5,024 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154880 | Total |
| Program Services | 46403 | ProgramServices |
| Management And General | 108477 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2683440 | Total |
| Program Services | 2558981 | ProgramServices |
| Management And General | 124459 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158021 | Total |
| Program Services | 136957 | ProgramServices |
| Management And General | 21064 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 252302 | Total |
| Program Services | 234433 | ProgramServices |
| Management And General | 17869 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226012 | Total |
| Program Services | 209835 | ProgramServices |
| Management And General | 16177 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187351 | Total |
| Program Services | 177030 | ProgramServices |
| Management And General | 10321 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181165 | Total |
| Program Services | 181087 | ProgramServices |
| Management And General | 78 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DIRECT CARE | 4458694 | 4458694 | |
| OPERATING | 328554 | 306332 | 22222 |
| SUPPORT SERVICES | 94071 | 94071 | |
| EVALUATION CONTRACTS | 17585 | 17585 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8742075 | Total |
| Program Services | 8421408 | ProgramServices |
| Management And General | 320667 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2047290 | BOY |
| EOY | 2053929 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 756761 | BOY |
| EOY | 1058113 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7916 | BOY |
| EOY | 8142 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 94584 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 89197 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7798 | BOY |
| EOY | 5387 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 251774 | BOY |
| EOY | 381266 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3071539 | BOY |
| EOY | 3506837 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 486191 | BOY |
| EOY | 869413 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 657570 | BOY |
| EOY | 736955 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16116 | BOY |
| EOY | 24862 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1159877 | BOY |
| EOY | 1631230 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1911662 | BOY |
| EOY | 1875607 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1911662 | BOY |
| EOY | 1875607 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3071539 | BOY |
| EOY | 3506837 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -36055 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5556339 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5888795 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6087395 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6308541 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7750386 | CurrentTaxYear |
| Total | 31591456 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5556339 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5888795 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6087395 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6308541 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7750386 | CurrentTaxYear |
| Total | 31591456 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 31591456 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 37762 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20775 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11852 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7533 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5024 | CurrentTaxYear |
| Total | 82946 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1052 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11443 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 705 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1918 | CurrentTaxYear |
| Total | 15127 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 31689529 | TotalSupport |
| Gross Receipts From Admissions Etc | 950610 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99690 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99550 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 94584 | OtherCostOrOtherBasis |
| Depreciation | 89197 | Depreciation |
| Book Value | 5387 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5387 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ACCRUED REVENUE | 376141 |
| DEPOSITS | 5125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 381266 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETIREMENT PLAN PAYABLE | Description |
| Amount | $24,862 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 24862 | TotalOfAmounts |
| Total Revenue | 8706020 | TotalRevenue |
| Total Expenses | 8742075 | TotalExpenses |
| Excess Or Deficit For Year | -36055 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -36055 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8706020 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 8706020 | RevenueSubtotal |
| Total Revenue Per Form990 | 8706020 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8742075 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 8742075 | ExpensesSubtotal |
| Total Expenses Per Form990 | 8742075 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ED HOUCK | NamePerson |
| Base Compensation Filing Org | 154880 | BaseCompensationFilingOrg |
| Deferred Comp Filing Org | 14744 | DeferredCompFilingOrg |
| Nontaxable Benefits Filing Org | 5227 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 174851 | TotalCompensationFilingOrg |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | PROMOTE AVAILABLE, EFFICIENT, COST-EFFECTIVE, QUALITY HEALTH SERVICES FOR SOUTHWEST FLORIDA. BE THE PREFERRED VENDOR FOR HEALTH-RELATED INFORMATION AND DATA, AND A RESOURCE FOR HEALTH PROGRAMS AND SERVICES. |
| ALL OTHER ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | PROVIDE ACCESS TO QUALITY HEALTH CARE SERVICES AND INSURANCE TO HIV/AIDS PATIENTS. |
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PAGE 6, PART VI, LINE 7A | BOARD MEMBERS ARE APPOINTED BY COUNTY COMMISSIONERS. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | RETURN REVIEWED BY EXECUTIVE DIRECTOR AND FINANCE DIRECTOR TO VERIFY THAT FINANCIAL INFORMATION AGREES TO AGENCY RECORDS AND THAT ALL QUESTIONS ARE ANSWERED ACCURATELY. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | WHEN POTENTIAL CONFLICTS ARISE THAT AFFECT STAFF OR BOARD MEMBERS, THE CEO AND/OR THE BOARD CHAIRMAN ADDRESS THE POTENTIAL CONFLICT WITH THE PARTY. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | EXECUTIVE COMMITTEE CONDUCTS A PERFORMANCE REVIEW OF THE CEO AND PRESENTS THE INFORMATION TO THE FULL BOARD. THE BOARD ALSO CONSIDERS THE COMPENSATION FOR SIMILAR POSITIONS IN OTHER ORGANIZATIONS. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS AND POLICIES AVAILABLE UPON REQUEST. |
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