2026-08-06T11:06:19+00:00 2025-09-30 440160260 FORVIS MAZARS LLP ONE OAK ST SUITE 300 ASHEVILLE NC 28801 990 2024-10-01 873475393 7 OAKS HEALTHCARE INC 7OAK 8508785310 1723 MAHAN CENTER BOULEVARD TALLAHASSEE FL 32308 WILLIAM WERTMAN CEO 8508785310 2026-08-06 true AMY BIBBY P00445891 8282542254 2026-08-06 2024 2025-03-06 01:10:19Z WILLIAM WERTMAN 1723 MAHAN CENTER BOULEVARD TALLAHASSEE FL 32308 318464 false X X 2021 FL SEVEN OAKS HEALTH IS A NON-PROFIT ORGANIZATION MANAGING A COMPREHENSIVE NETWORK OF CARE SERVICES TO PROVIDE PASSIONATE CARE IN A SEAMLESS AND COORDINATED HEALTHCARE JOURNEY. 14 14 14 14 0 0 0 130777 317629 0 0 0 835 130777 318464 0 0 0 0 601690 820146 0 0 0 852804 288177 1454494 1108323 -1323717 -789859 71365 118083 596611 1560888 -525246 -1442805 SEVEN OAKS HEALTH IS A NON-PROFIT ORGANIZATION MANAGING A COMPREHENSIVE NETWORK OF CARE SERVICES TO PROVIDE PASSIONATE CARE IN A SEAMLESS AND COORDINATED HEALTHCARE JOURNEY. false false 849103 317629 TRANSITIONS SUPPORTIVE CARE (TSC) IS A PALLIATIVE PROGRAM THAT PROVIDES CLINICAL AND NAVIGATION SUPPORT SERVICES TO PATIENTS WHO ARE FACING A SERIOUS ILLNESS. CLINICIANS SERVE AS A LIAISON BETWEEN THE PATIENT AND THEIR MEDICAL PROVIDERS. NAVIGATORS IDENTIFY COMMUNITY RESOURCES TO HELP PATIENTS AND THEIR FAMILIES IN SUSTAINING OR INCREASING THEIR QUALITY OF LIFE. IN FISCAL YEAR 2025, TSC ENROLLED 487 PATIENTS INTO THE PROGRAM AND HAD 2,950 SERVICE VISITS. 849103 true false false false false false false false false false false false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false false true true false false false false true 0 0 14 true false false false false false false false false false false false false X 14 14 false false false false false false false true true false false false true true true true true true true true false false FL X THE ORGANIZATION 8508785310 1723 MAHAN CENTER BOULEVARD TALLAHASSEE FL 32308 ALLY FIELDS FOUNDATION APPOINTEE 1.0 1.0 X 0 0 0 ALLYSON FOSTER BOARD MEMBER 1.0 1.0 X 0 0 0 BENNETT NAPIER SECRETARY 1.0 1.0 X 0 0 0 BRUCE GOULD BOARD MEMBER 1.0 1.0 X 0 0 0 DR JAY REEVE BOARD MEMBER 1.0 1.0 X 0 0 0 DR JEANNINE SILBERMAN BOARD MEMBER 1.0 1.0 X 0 0 0 FRANK MERCER BOARD MEMBER 1.0 1.0 X 0 0 0 GREG JAAP BOARD MEMBER 1.0 1.0 X 0 0 0 GWYNN VIROSTEK BOARD MEMBER 1.0 2.0 X 0 0 0 JAMES MCFADDIN BOARD MEMBER 1.0 1.0 X 0 0 0 JANA MCCONNAUGHHAY BOARD MEMBER 1.0 1.0 X 0 0 0 JERRY OSTERYOUNG BOARD MEMBER 1.0 1.0 X 0 0 0 JIMMY FASIG BOARD MEMBER 1.0 1.0 X 0 0 0 JING WANG BOARD MEMBER 1.0 1.0 X 0 0 0 JOHN TROMBETTA BOARD MEMBER 1.0 1.0 X 0 0 0 JUDY GREENWALD BOARD MEMBER 1.0 1.0 X 0 0 0 KATIE WEBB BOARD MEMBER 1.0 1.0 X 0 0 0 KENNETH PRATT VICE CHAIR 1.0 2.0 X 0 0 0 LISA GARDNER BOARD MEMBER 1.0 1.0 X 0 0 0 MARK O'BRYANT BOARD MEMBER 1.0 1.0 X 0 0 0 RON CAVE BOARD MEMBER 1.0 1.0 X 0 0 0 RUDY FERGUSON FOUNDATION CHAIR 1.0 1.0 X 0 0 0 SCOTT HARRELL CHAIR 1.0 1.0 X 0 0 0 STAN BARNES FOUNDATION CHAIR 1.0 2.0 X 0 0 0 STEVE BAHMER BOARD MEMBER 1.0 1.0 X 0 0 0 WILLIAM SMITH III TREASURER 1.0 1.0 X 0 0 0 BILL WERTMAN CEO 5.0 35.0 X 0 376739 16250 DEBORAH MORRIS CMO 5.0 35.0 X 0 284602 16250 JON WOOD PRESIDENT/CSO 35.0 5.0 X 0 320436 13750 FABIOLA JEAN-CHARLES DIRECTOR OF TRANSITIONS SUPPORTIVE CARE 40.0 X 100440 0 0 100440 981777 46250 1 false true false 0 0 PATIENT SERVICE REVENUE 623990 317629 317629 0 0 0 0 317629 0 0 0 0 MISCELLANEOUS 900099 835 835 0 0 0 0 835 318464 317629 0 835 683021 683021 11710 11710 76252 76252 49163 49163 30461 30461 4864 4864 54957 2041 52916 0 16752 918 15834 74191 13006 61185 47318 23659 23659 8597 1391 7206 29867 20378 9489 7494 7494 689 689 30031 30031 9533 3331 6202 DUES AND MEMBERSHIPS 9025 9025 FOOD SUPPLIES 132 132 MEDICAL SUPPLIES & TRANSPORT 2299 2299 MISCELLANEOUS -38033 -38198 165 0 0 0 0 1108323 849103 259220 0 21860 49689 47452 68394 0 0 328 0 0 0 0 0 1725 0 71365 118083 0 596611 1560888 596611 1560888 X -525246 -1442805 -525246 -1442805 71365 118083 X -789859 -127700 X false true true false X 0 48657 130777 317629 497063 0 0 0 0 0 48657 130777 317629 497063 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 497063 0 0 0 0 0 0 0 0 0 0 0 0 0 835 835 0 0 48657 130777 318464 497898 X 0 0 0 0 SCHEDULE A, PART III, LINE 12 OTHER INCOME DESCRIPTION - OTHER INCOME, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 835.0, COLUMN F - 835.0; FEDERAL INCOME TAXES DUE TO AFFILIATE 1560888 1560888 X 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE THE ORGANIZATION IS EXEMPT FROM INCOME TAXES ON INCOME FROM RELATED ACTIVITIES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. ADDITIONALLY, THE FOUNDATION HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. U.S. GAAP REQUIRES THAT A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. THE ORGANIZATION'S FORM 990 HAS NOT BEEN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE STATE OF FLORIDA FOR THE LAST THREE YEARS. THE ORGANIZATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE ORGANIZATION RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE ORGANIZATION DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT SEPTEMBER 30, 2025. X X X false false false false false false false true false BILL WERTMAN CEO 0 325000 0 51739 0 0 0 16250 0 0 0 392989 0 0 JON WOOD PRESIDENT/CSO 0 274999 0 45437 0 0 0 13750 0 0 0 334186 0 0 DEBORAH MORRIS CMO 0 275000 0 9602 0 0 0 16250 0 0 0 300852 0 0 SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS THE BONUS OF THE CEO/ADMINISTRATOR IS WRITTEN INTO AN EMPLOYMENT CONTRACT. THE DOLLAR AMOUNTS OF OTHER BONUSES ARE DETERMINED AT THE DISCRETION OF THE BOARD WITH DISTRIBUTION AUTHORITY GIVEN TO THE CEO. FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY A COPY OF THE FORM 990 IS PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY AT THE TIME OF APPOINTMENT AND AT LEAST ANNUALLY THEREAFTER (OR AT THE TIME OF OCCURRENCE), BOARD MEMBERS AND EXECUTIVE STAFF COMPLETE AN ANNUAL DISCLOSURE STATEMENT TO DISCLOSE TO THE CEO AND THE BOARD CHAIRPERSON ANY BUSINESS OR OTHER EMPLOYMENT RELATIONSHIPS WHICH REPRESENT POTENTIAL CONFLICTS OF INTEREST WITH BIG BEN HOSPICE. IF THERE IS A POTENTIAL CONFLICT OF INTEREST, THE CEO AND BOARD CHAIRPERSON REVIEW THE STATEMENT AND DETERMINE IF THERE IS AN ACTUAL CONFLICT OF INTEREST. THE AUDIT COMMITTEE ANNUALLY REVIEWS ALL CONFLICT-OF-INTEREST STATEMENTS. BOARD MEMBERS ARE REQUIRED TO ABSTAIN FROM VOTING ON MATTERS WHICH PRESENT A CONFLICT OF INTEREST AS DESCRIBED ABOVE AND SHALL EXCUSE THEMSELVES FROM THE MEETING DURING DISCUSSION AND THE VOTING PROCESS. FORM 990, PART VI, LINE 15A PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL THE PROCESS FOR DETERMINING THE COMPENSATION OF THE ORGANIZATION'S CEO INCLUDES A REVIEW BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION SURVEYS ARE USED TO DETERMINE THE AMOUNT OF COMPENSATION. THE LAST REVIEW TOOK PLACE DURING FYE 9/30/2024 AND WAS DOCUMENTED IN THE MINUTES OF THE EXECUTIVE SESSION. FORM 990, PART VI, LINE 15B PROCESS TO ESTABLISH COMPENSATION OF OTHER EMPLOYEES THE ORGANIZATION'S CEO REVIEWS AND APPROVES THE COMPENSATION AMOUNTS FOR ALL EMPLOYEES. THE AMOUNT AVAILABLE FOR SALARY INCREASES IS APPROVED BY THE CEO AND PRESENTED AS PART OF THE OVERALL BUDGET TO THE BOARD OF DIRECTORS WHEN THE ANNUAL BUDGET IS REVIEWED AND APPROVED. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES EQUITY TRANSFER - 674034; INTERCOMPANY ELIMINATIONS - -801734; TOTAL - -127700; TRANSITIONS SUPPORT CARE 1723 MAHAN CENTER BLVD TALLAHASSEE FL 32308 CLINICAL SUPPORT SERVICES FL 318464 117139 7 OAKS HEALTHCARE INC BIG BEND HOSPICE FOUNDATION INC 1723 MAHAN CENTER BOULEVARD TALLAHASSEE FL 32308 593258493 FUNDRAISING FL 501(C)(3) 7 BIG BEND HOSPICE INC true CANOPY INC 1723 MAHAN CENTER BLVD TALLAHASSEE FL 32308 593751145 INACTIVE FL 501(C)(3) 10 BIG BEND HOSPICE INC true BIG BEND HOSPICE INC 1723 MAHAN CENTER BOULEVARD TALLAHASSEE FL 32308 592328806 HOSPICE CARE FL 501(C)(3) 10 NA false 7 OAKS PRACTICE MANAGEMENT INC 1723 MAHAN CENTER BLVD TALLAHASSEE FL 32308 921716753 ADMINISTRATIVE SERVICES FL 7 OAKS HEALTHCARE INC C CORPORATION false false false false false false false false false false false false false false false false false false false false