2024-05-15T13:40:03+00:00 2023-06-30 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2022-07-01 550818419 The Villages Regional Hospital Auxiliary Inc VILL 3527518871 1501 N US Highway 441 1829 The Villages FL 32159 JAMES J KELLY JR INTERIM CEO UF Health Shands 2024-05-15 true Erica Lebo 999009999 Brittney Kocaj P01320603 9542028600 2022 2023-04-26 12:10:37Z UF HEALTH THE VILLAGES HOSPITAL AUXILIARY FOUNDATION Erica Lebo EXECUTIVE DIRECTOR 1501 N US Highway 441 1829 The Villages FL 32159 1427878 false X https://centralflorida.ufhealth.org/giving/foundation-the-villages/ X 2002 FL THE ORGANIZATION'S MISSION IS TO SUPPORT THE PROGRAMS AND SERVICES OF UF HEALTH THE VILLAGES HOSPITAL. 14 14 0 740 0 0 1549655 321352 0 0 38934 93384 213281 672145 1801870 1086881 78443 56167 0 0 0 0 0 0 0 482039 550875 560482 607042 1241388 479839 4876580 5144784 347793 66747 4528787 5078037 The organization's mission is to support UF Health The Villages Hospital. The Foundation conducts programs dedicated to ensuring that adequate resources are available to maintain superior care at the hospital and its mission is carried out in a transparent and efficient manner. false false 454086 56167 12114 THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO UNDERTAKE CHARITABLE AND EDUCATIONAL ACTIVITIES IN SUPPORT OF THE VILLAGES TRI-COUNTY MEDICAL CENTER, INC. (D/B/A UF HEALTH THE VILLAGES HOSPITAL), A RELATED TAX-EXEMPT HOSPITAL, AND ANY AFFILIATE OR SUBSIDIARY OF THE HOSPITAL WHO IS ALSO EXEMPT FROM TAX UNDER IRC SECTION 501(C)(3) TO OPERATE OR PARTICIPATE IN ANY ACTIVITY DESIGNED AND CARRIED ON TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY AS IS CONSISTENT WITH OR AUTHORIZED BY THE CORPORATE PURPOSES OF THE HOSPITAL. THE ORGANIZATION ALSO PROVIDES SCHOLARSHIPS TO EMPLOYEES OF THE HOSPITAL WHO ARE STUDENTS AND ARE PURSUING THEIR EDUCATION IN HEALTH CARE RELATED FIELDS AND WHO DEMONSTRATE A FINANCIAL NEED. 454086 true true false false false false false false false true false false false true true false true false false false false false false true false false false true true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false true true false false false false false false X 14 14 true false false false true true true true false false false true true true true true true false false false FL X Robert Thornton 3527518871 PO BOX 100336 GAINESVILLE FL 326100336 Andre Nacaxe Chairman 1.0 0 X X 0 0 0 Gloria Counselman Auxiliary President 1.0 0 X X 0 0 0 Michael Pape Vice Chair 1.0 0 X X 0 0 0 Angel Tafur Director 1.0 0 X 0 0 0 Bonnie Waggoner Director 1.0 0 X 0 0 0 Cynthia Rabley Director 1.0 0 X 0 0 0 David Gardner Director 1.0 0 X 0 0 0 Diane Kupchak Director 1.0 0 X 0 0 0 Edie Oteri Director 1.0 0 X 0 0 0 Gary Kadow Director (Through June 2023) 1.0 0 X 0 0 0 George Counselman Director 1.0 0 X 0 0 0 James Lemon Director (Through July 2022) 1.0 0 X 0 0 0 Joseph Lalonde Director 1.0 0 X 0 0 0 Paul Farineau Director (Through March 2023) 1.0 0 X 0 0 0 Robert Reilly MD Director 1.0 0 X 0 0 0 Ronald Brunner Director (through Feb 2023) 1.0 0 X 0 0 0 Ronald Dixon Director 1.0 0 X 0 0 0 Scott Sander Director 1.0 0 X 0 0 0 Candace Ginns Secretary 1.0 0 X 0 0 0 Heather Long CEO UF HEALTH CFH (BEG DEC 2022) 0.5 49.5 X 0 545405 33069 James J Kelly Jr INTERIM CEO (BEG AUG 2022); SVP/CFO OF UFHV 0.5 49.5 X 0 939771 37867 Jenna Krager Executive Director (beg Dec 2022) 50.0 0 X 0 5538 0 Julieann Girello Assistant Treasurer 1.0 0 X 0 0 0 Philip Braun JD VP/GENERAL COUNSEL UF HEALTH CENTRAL FLORIDA 0.5 49.5 X 0 363137 37689 RICHARD CAMPBELL EXECUTIVE DIRECTOR (through Dec 2022) 50.0 0 X 0 128819 4894 Donald Henderson Former officer (through June 2021) 0.0 0.0 X 0 385687 7007 0 2368357 120526 0 true true false 0 282527 38825 321352 0 0 0 0 0 93384 93384 0 0 0 0 50826 282527 166658 -115832 -115832 950202 174339 775863 775863 Other Operating Revenue 900099 12114 12114 0 0 0 0 12114 1086881 12114 0 753415 X 56167 56167 201120 201120 0 0 27227 27227 60318 60318 5537 5537 47520 47520 10279 10279 23936 23936 REPAIRS & MAINTENANCE 48608 48608 126330 63165 63165 0 607042 454086 152956 0 2194153 2370007 12052 4789 0 0 0 0 15594 15594 960 0 552237 213631 362542 338606 2289991 2414500 0 0 1288 1288 4876580 5144784 3000 0 337809 105 0 0 6984 66642 347793 66747 X 4528787 5078037 4528787 5078037 4876580 5144784 479839 69411 0 X false true X true false X X 1 THE VILLAGES TRI-COUNTY MEDICAL CENTER 593527036 3 true 0 454086 1 0 454086 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 358414 201780 156634 11851 11851 0 181972 181972 338606 Due to affiliates 66642 66642 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote STHC, Elder Care, Southeastern, Auxiliary, UFHCF, UFHL, UFHV, UFHL Foundation, and UFHV Foundation are exempt from federal income taxes pursuant to Section 501(a) as organizations described in Section 501(c)(3) of the Internal Revenue Code and from state income taxes pursuant to Chapter 220.13 of the Florida Statutes. The other affiliates are single member LLCs and disregarded entities for federal and state tax purposes except for sales and use tax on non medical purchases. Gala 225520 184120 41400 20942 29642 40386 5981 29315 Williams Concert 21499 12799 8700 1431 9484 1338 2 86334 85608 726 1472 1196 6761 18710 333353 282527 50826 20942 32545 41582 22226 49363 166658 -115832 true Scholarships 41 56167 0 n/a n/a Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Scholarship recipients and amounts are determined by the Foundation Board of Directors scholarship sub-committee. Eligible individuals must complete an application that is then reviewed by the sub-committee. Awards are determined using the application and a score sheet. Recipients must provide transcripts on an annual basis to show the student is in good standing and still in a nursing or medical program. true false false false false false false Donald Henderson Former officer (through June 2021) 0 0 0 0 0 385687 0 0 0 7007 0 392694 0 0 James J Kelly Jr INTERIM CEO (BEG AUG 2022); SVP/CFO OF UFHV 0 710988 0 146900 0 81883 0 21350 0 16517 0 977638 0 0 Heather Long CEO UF HEALTH CFH (BEG DEC 2022) 0 459111 0 85100 0 1194 0 18300 0 14769 0 578474 0 0 Philip Braun JD VP/GENERAL COUNSEL UF HEALTH CENTRAL FLORIDA 0 298951 0 45300 0 18886 0 18300 0 19389 0 400826 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS DETERMINED AND PAID BY SHANDS TEACHING HOSPITAL AND CLINICS, INC. ("STHC"), A RELATED TAX-EXEMPT ORGANIZATION. STHC UTILIZED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE Schedule J, Part I, Line 4a Severance or change-of-control payment THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS FROM A RELATED ORGANIZATION DURING CALENDAR YEAR 2022: DONALD HENDERSON - $343,501 Form 990, Part VI, Line 15a PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL THE ORGANIZATION'S CEO IS COMPENSATED BY A RELATED ORGANIZATION. THE FILING ORGANIZATION DOES NOT COMPENSATE THE TOP MANAGEMENT OFFICIAL OF THE ORGANIZATION; THEREFORE, LINE 15A HAS BEEN ANSWERED "NO" IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS. THE RELATED ORGANIZATION'S PROCESS FOR ESTABLISHING CEO COMPENSATION IS AS FOLLOWS. 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. THE ORGANIZATION'S EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS UTILIZES THE INFORMATION PROVIDED BY MERCER TO ESTABLISH THE COMPENSATION OF THE CEO. 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 total cash compensation (base salary, annual incentive bonus, and benefits) levels, and provides recommended incentive compensation ranges to ENSURE total cash compensation is also reasonable. Mercer periodically reviews all other aspects of executive compensation-including all elements of supplemental benefits-to ENSURE that they compare with competitive and reasonable total remuneration levels. THIS PROCESS WAS LAST UNDERTAKEN IN SEPTEMBER 2022 AND WAS DOCUMENTED IN THE MINUTES OF THE EXECUTIVE COMPENSATION COMMITTEE MEETING. THIS PROCESS IS TYPICALLY UNDERTAKEN ANNUALLY. Form 990, Part VI, Line 15b PROCESS TO ESTABLISH COMPENSATION OF OTHER OFFICERS The organization's other officers are compensated by a related organization. The filing organization does not compensate the other officers of the organization; therefore, Line 15b has been answered "no" in accordance with the Form 990 instructions. THE RELATED ORGANIZATION'S PROCESS FOR ESTABLISHING COMPENSATION OF OTHER OFFICERS IS AS FOLLOWS. All executive, officer, and key employee positions are reviewed each year by Mercer to ensure salary scales are in line with comparable positions in similar institutions. THE ORGANIZATION'S EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS UTILIZES THE INFORMATION PROVIDED BY MERCER TO ESTABLISH THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. THIS PROCESS WAS LAST UNDERTAKEN IN SEPTEMBER 2022 AND WAS DOCUMENTED IN THE MINUTES OF THE EXECUTIVE COMPENSATION COMMITTEE MEETING. THIS PROCESS IS TYPICALLY UNDERTAKEN ANNUALLY. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons GEORGE COUNSELMAN AND GLORIA COUNSELMAN - Family relationship Form 990, Part VI, Line 6 Classes of members or stockholders UFHV IS THE SOLE MEMBER OF THE ORGANIZATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE ORGANIZATION'S SOLE MEMBER HAS THE POWER TO APPOINT MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders AMENDMENT TO THE ARTICLES OF INCORPORATION REQUIRES THE APPROVAL OF THE ORGANIZATION'S SOLE MEMBER. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body There were no committees during the year with authority to act on the behalf of the governing body; therefore, this question has intentionally been answered "no" in accordance with the IRS instructions to the Form 990. Form 990, Part VI, Line 11b Review of form 990 by governing body THE ORGANIZATION USES AN EXTERNAL TAX ADVISOR TO PREPARE AND REVIEW THE FORM 990. PRIOR TO FILING, THE FORM 990 IS REVIEWED BY MANAGEMENT AND A DRAFT OF THE COMPLETE FORM 990 IS SENT TO ALL MEMBERS OF THE GOVERNING BODY FOR REVIEW AND COMMENT. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION HAS ESTABLISHED A CONFLICT OF INTEREST POLICY WHICH HAS BEEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THE ORGANIZATION'S POLICY REQUIRES interested persons (board members, officers and key employees) TO DISCLOSE PARTICIPATION IN ACTIVITIES OR CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST ON AN ANNUAL BASIS OR IF AT ANY TIME SUCH INDIVIDUAL BECOMES AWARE OF CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST. THESE DISCLOSURES ARE REVIEWED BY THE BOARD. INDIVIDUALS COVERED BY THE CONFLICT OF INTEREST POLICY MUST ABSTAIN FROM DELIBERATIONS AND VOTING WITH RESPECT TO TRANSACTIONS WHEREIN A CONFLICT IS DEEMED TO EXIST. Form 990, Part VI, Line 19 Required documents available to the public THE YEAR END FINANCIAL STATEMENTS ARE AVAILABLE ON THE UFHEALTH.ORG WEBSITE. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. Form 990, Part IX, Line 11g Other Fees Corporate Management Fees - Total Expense: 201120, Program Service Expense: 201120, Management and General Expenses: , Fundraising Expenses: ; Form 990, Part IX, Line 11g Other Expenses Misc Expenses - Total Expense: 126330, Program Service Expense: 63165, Management and General Expenses: 63165, Fundraising Expenses: ; University of Florida 226 Tigert Hall Gainesville FL 32611 596002052 Education FL NA false Shands Jacksonville HealthcareInc 655 West 8th Street Jacksonville FL 32209 592441966 SUPPORT SJMC FL 501(c)(3) Type II UF false Shands Jacksonville Medical Center Inc 655 West 8th Street Jacksonville FL 32209 592142859 MEDICAL SERVICES FL 501(c)(3) 3 SJHC false SHANDS JACKSONVILLE PROPERTIES INC 655 West 8th Street Jacksonville FL 32209 591158241 SUPPORT SJMC FL 501(c)(3) Type II SJHC false SHANDS JACKSONVILLE COMMUNITY SERVICES INC 655 West 8th Street Jacksonville FL 32209 510173761 SUPPORT SJMC FL 501(c)(3) Type II SJHC false SHANDS JACKSONVILLE FOUNDATION INC 655 West 8th Street Jacksonville FL 32209 592622323 SUPPORT SJMC FL 501(c)(3) Type II SJHC false SHANDS JACKSONVILLE AFFILIATES INC 655 West 8th Street Jacksonville FL 32209 591913819 SUPPORT SJMC FL 501(c)(3) Type I SJMC false UNIVERSITY OF FLORIDA JACKSONVILLE PHYSICIANS INC 653 WEST 8TH STREET Jacksonville FL 32209 591867557 SUPPORT UF COLLEGE OF MEDICINE - JACKSONVILLE FL 501(c)(3) Type I UF false SHANDS TEACHING HOSPITAL AND CLINICS INC PO Box 100336 Gainesville FL 32610 591943502 MEDICAL SERVICES FL 501(c)(3) 3 UF false Elder Care of Alachua County Inc PO Box 100336 Gainesville FL 32610 593051104 Services for the Elderly FL 501(c)(3) 7 STHC false Shands Lake Shore Inc PO Box 100336 Gainesville FL 32610 592699965 Health Care FL 501(c)(3) 3 STHC false Southeastern Healthcare Foundation PO Box 100336 Gainesville FL 32610 592357609 Hospital Support FL 501(c)(3) Type II STHC false Shands Auxiliary Inc PO Box 100336 Gainesville FL 32610 593551267 Hospital Support FL 501(c)(3) Type I SEHF false Central Florida Health Inc dba UF Health Central Florida 600 EAST DIXIE AVENUE Leesburg FL 34748 331197054 SUPPORT STHC, UFHL, AND UFHV FL 501(c)(3) Type II STHC false Leesburg Regional Medical Center Inc dba UF Health Leesburg Hospital 600 EAST DIXIE AVENUE LEESBURG FL 34748 590878982 MEDICAL SERVICES FL 501(c)(3) 3 UFHCF false The Villages Tri-County Medical Center Inc dba UF Health The Villages Hospi tal 1451 EL CAMINO REAL THE VILLAGES FL 32159 593527036 MEDICAL SERVICES FL 501(c)(3) 3 UFHCF false Leesburg Regional Medical Center Foundation Inc dba UF Health Leesburg Hosp ital Foundation 600 EAST DIXIE AVENUE LEESBURG FL 34748 591800743 SUPPORT UFHL FL 501(c)(3) Type I UFHL false FACULTY CLINIC INC PO BOX 44008 Jacksonville FL 32231 592856153 SUPPORT UF JAX PHYSICIANS FL 501(c)(3) Type I UF false University of Florida Foundation Inc PO Box 14425 Gainesville FL 326042425 590974739 Support the University of Florida FL 501(c)(3) 7 UF false University of Florida Investment Corporation (UFICO) 4510 NW 6th Place 2nd Floor Gainesville FL 32607 201226494 Investment Management FL 501(c)(3) Type I UF false University of Florida Development Corporation 747 SW 2nd Avenue IMB 49 Gainesville FL 32601 352427022 Support the University of Florida and Promote Economic Development FL 501(c)(3) Type I UF false Florida Clinical Practice Association Inc PO Box 100205 Gainesville FL 326100205 591680273 Enhance medical education and research at the University of Florida FL 501(c)(3) Type I UF false GatorCare Health Management Corporation 1329 SW 16th Street Gainesville FL 32610 461185106 Self-Insured Health Ins Plan FL 501(c)(3) Type I UF false University of Florida Medical Guild of Gainesville Inc PO Box 100215 Gainesville FL 32610 510153878 Support UF FL 501(c)(3) 10 UF false false false false false false false false false false false false false false true true true false true true