Nonprofit · EIN 59-2249370
GENESIS HEALTH INC
Also known as BROOKS HEALTH SYSTEM
Tax-exempt · JACKSONVILLE, FL 32216
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $56,411,158 | $51,886,317 | $4,524,841 | $634,657,043 | $320,514,980 | $314,142,063 |
| December 31, 2023 | 990 | $49,466,568 | $45,667,488 | $3,799,080 | $596,194,016 | $326,580,999 | $269,613,017 |
| December 31, 2022 | 990 (amended) | $47,400,241 | $40,302,475 | $7,097,766 | $557,773,912 | $330,544,434 | $227,229,478 |
| December 31, 2021 | 990 (amended) | $57,247,537 | $41,944,855 | $15,302,682 | $653,224,899 | $342,231,950 | $310,992,949 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $725,000
- of which government grants
- $725,000
- Program service revenue
- $36,255,916
- Investment income
- $18,837,492
- Net rental income
- $123,104
- Net gain from sales of assets
- $18,961,487
- Other revenue
- $592,750
Expenses
- Grants and similar amounts paid
- $698,812
- Compensation of officers, directors and key employees
- $3,696,217
- Other salaries and wages
- $16,397,773
- Salaries, compensation and benefits (total)
- $25,166,359
- Professional fundraising fees
- $0
- Legal fees
- $972,673
- Accounting fees
- $187,207
- Occupancy
- $97,222
- Travel
- $515,123
- Depreciation
- $4,438,048
- Program services (functional)
- $38,403,688
- Management and general (functional)
- $13,482,629
Balance sheet and other
- Total assets, start of year
- $596,194,016
- Total assets, end of year
- $634,657,043
- Total liabilities, end of year
- $320,514,980
- Net assets, end of year
- $314,142,063
- Land, buildings and equipment
- $72,832,299
- Publicly traded securities
- $415,477,357
- Net assets without donor restrictions
- $314,142,063
- Gross unrelated business income
- $25,526
- Gross receipts
- $56,411,158
- Employees
- 323
- Volunteers
- 0
- Year formed
- 1982
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Douglas M Baer | Chairman / CEO Trustee or director, Officer | 39 | $830,737 | $71,358 |
| Trevor Paris MD | CMO Trustee or director | 30 | $596,797 | $57,408 |
| J Britton Tabor | SEC. / TREAS. / CFO Trustee or director, Officer | 37 | $593,761 | $26,188 |
| KERRY A MAHER MD | SVP PM&R Consulting & Education Highest-paid employee | 40 | $467,898 | $30,500 |
| Victor DeRienzo | COO Aging Services & OP Trustee or director, Officer | 20 | $370,039 | $51,087 |
| Kris A Roberts | COO IP & Home Health Trustee or director, Officer | 22 | $375,438 | $34,407 |
| Joanne Hoertz | SVP Nursing Key employee | 40 | $338,497 | $32,801 |
| LISA KEMPH | VP Chief Human Resources Officer Highest-paid employee | 40 | $291,215 | $22,574 |
| KATHY BARBOUR | VP Chief Marketing & Communications Officer Highest-paid employee | 40 | $271,009 | $29,014 |
| ROBERT ROWE | EXECUTIVE DIRECTOR OF HIGHER LEARNING Highest-paid employee | 40 | $194,327 | $42,072 |
| Eric Mann | Chairman Trustee or director | 2 | $45,900 | $0 |
| Howard C Serkin | Vice-Chairman Trustee or director, Officer | 2 | $33,600 | $0 |
| Pamela S Chally PHD RN | Board Member Trustee or director | 1 | $27,000 | $0 |
| Bruce M Johnson | Board Member Trustee or director | 2 | $26,100 | $0 |
| Ernest N Brodsky | Board Member Trustee or director | 1 | $26,100 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lynn Pappas | Board Member Trustee or director | 1 | $23,700 |
| Lee Lomax | Board Member Trustee or director | 1 | $23,100 |
| Stanley W Carter | Board Member Trustee or director | 1 | $22,500 |
| Russell Newton | Board Member Trustee or director | 1 | $17,100 |
| Timothy Cost | Board Member Trustee or director | 1 | $14,700 |
| Lisa Palmer | Board Member Trustee or director | 1 | $14,400 |
| Jerry Gooden | Board Member Trustee or director | 1 | $12,600 |
| Michelle Boynton | Board Member Trustee or director | 1 | $11,400 |
| Charlie Tomm | Board Member Trustee or director | 1 | $11,100 |
| Kevin Barrett MD | Board Member Trustee or director | 1 | $8,400 |
990 for the year ended December 31, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Douglas M Baer | CEO Trustee or director, Officer | 40 | $583,131 | $69,297 |
| Trevor Paris MD | CMO Trustee or director | 30 | $428,908 | $55,837 |
| J Britton Tabor | CFO Trustee or director, Officer | 30 | $436,599 | $7,929 |
| KERRY MAHER MD | SVP PM&R Consulting & Education Highest-paid employee | 40 | $325,175 | $43,342 |
| Victor DeRienzo | COO Aging Services & OP Trustee or director, Officer | 20 | $264,570 | $49,667 |
| Kris A Roberts | COO IP & Home Health Trustee or director, Officer | 40 | $280,144 | $33,150 |
| Joanne Hoertz | SVP Nursing Highest-paid employee | 40 | $245,365 | $31,706 |
| LISA KEMPH | VP Chief Human Resources Officer Highest-paid employee | 40 | $217,027 | $20,088 |
| MELISSA COOPER | VP Operations Home Health Highest-paid employee | 40 | $178,744 | $22,096 |
| KATHY BARBOUR | VP Chief Marketing & Communications Officer Highest-paid employee | 40 | $172,773 | $25,602 |
| ROBERT ROWE | EXECUTIVE DIRECTOR OF HIGHER LEARNING Highest-paid employee | 40 | $145,414 | $45,269 |
| Eric Mann | Chairman Trustee or director | 2 | $47,700 | $0 |
| Howard C Serkin | Vice-Chairman Trustee or director, Officer | 2 | $34,200 | $0 |
| Bruce M Johnson | Board Member Trustee or director, Officer | 2 | $32,700 | $0 |
| Ernest N Brodsky | Board Member Trustee or director | 1 | $27,300 | $0 |
| Pamela S Chally PHD RN | Board Member Trustee or director | 1 | $26,100 | $0 |
| Lynn Pappas | Board Member Trustee or director | 1 | $24,900 | $0 |
| Lee Lomax | Board Member Trustee or director | 1 | $24,600 | $0 |
| Stanley W Carter | Board Member Trustee or director | 1 | $21,900 | $0 |
| Timothy Cost | Board Member Trustee or director | 1 | $15,900 | $0 |
| Lisa Palmer | Board Member Trustee or director | 1 | $14,400 | $0 |
| Michelle Boynton | Board Member Trustee or director | 1 | $13,500 | $0 |
| Kevin Barrett MD | Board Member Trustee or director | 1 | $9,000 | $0 |
| Jerry Gooden | Board Member Trustee or director | 1 | $3,600 | $0 |
| Charlie Tomm | Board Member Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2022: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DOUGLAS M BAER | CEO Trustee or director, Officer | 40 | $2,402,243 | $64,171 |
| TREVOR PARIS MD | CMO Officer | 30 | $564,208 | $51,871 |
| DANIEL R CURRAN | CFO Trustee or director, Officer | 40 | $438,079 | $19,155 |
| J BRITTON TABOR | CFO Officer | 30 | $400,344 | $7,624 |
| KRIS A ROBERTS | COO IP & HOME HEALTH Officer | 40 | $359,631 | $29,473 |
| VICTOR DERIENZO | COO AGING SERVICES & OP Officer | 20 | $350,247 | $38,361 |
| JOANNE HOERTZ | SVP NURSING Key employee | 40 | $327,727 | $30,428 |
| LISA KEMPH | VP CHIEF HUMAN RESOURCES OFFICER Highest-paid employee | 40 | $279,863 | $19,271 |
| MARIA INTERIANO | VP AGING SERVICES Highest-paid employee | 40 | $241,312 | $7,211 |
| KATHY BARBOUR | VP MARKETING & COMMUNICATIONS Highest-paid employee | 40 | $211,534 | $23,655 |
| SABRINA SIMS | VP REVENUE CYCLE MANAGEMENT Highest-paid employee | 40 | $218,251 | $9,087 |
| ROBERT ROWE | EXECUTIVE DIRECTOR OF HIGHER LEARNING Highest-paid employee | 40 | $177,262 | $49,204 |
| BRUCE M JOHNSON | CHAIRMAN Trustee or director, Officer | 2 | $46,500 | $0 |
| HOWARD C SERKIN | VICE-CHAIRMAN Trustee or director, Officer | 2 | $38,400 | $0 |
| ERNEST N BRODSKY | BOARD MEMBER Trustee or director | 1 | $26,100 | $0 |
| PAMELA S CHALLY PHD RN | BOARD MEMBER Trustee or director | 1 | $26,100 | $0 |
| LEE LOMAX | BOARD MEMBER Trustee or director | 1 | $22,800 | $0 |
| LYNN PAPPAS | BOARD MEMBER Trustee or director | 1 | $18,600 | $0 |
| FORREST TRAVIS | BOARD MEMBER Trustee or director | 1 | $16,800 | $0 |
| TIMOTHY COST | BOARD MEMBER Trustee or director | 1 | $16,200 | $0 |
| STANLEY W CARTER | BOARD MEMBER Trustee or director | 1 | $15,900 | $0 |
| THOMAS BROTT MD - RETIRED | BOARD MEMBER Trustee or director | 1 | $12,000 | $0 |
| RUSTY NEWTON | BOARD MEMBER Trustee or director | 1 | $11,100 | $0 |
| LISA PALMER | BOARD MEMBER Trustee or director | 1 | $10,800 | $0 |
| SHELLY BOYNTON | BOARD MEMBER Trustee or director | 1 | $7,800 | $0 |
| KEVIN BARRETT MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2021: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DOUGLAS M BAER | CEO Trustee or director, Officer | 40 | $1,918,588 | $52,820 |
| TREVOR PARIS MD | CMO Officer | 30 | $393,499 | $50,410 |
| DANIEL R CURRAN | MEMBER Trustee or director, Officer | 40 | $325,058 | $42,960 |
| VICTOR DERIENZO | COO AGING SERVICES & OP Officer | 20 | $238,203 | $42,160 |
| KRIS A ROBERTS | COO INPATIENT/HOME HEALTH Officer | 40 | $246,067 | $32,175 |
| JOSHUA T CLIFTON | VP CONTROLLER Key employee | 40 | $228,481 | $34,765 |
| JOANNE HOERTZ | SVP NURSING Key employee | 40 | $224,628 | $17,909 |
| KEN W STURTZ | VP CIO Key employee | 40 | $202,693 | $20,216 |
| ROBERT H ROWE | EXECUTIVE DIRECTOR LEARNIN Highest-paid employee | 40 | $126,371 | $48,945 |
| DEBORAH H REBER | VP CLINICAL SERVICES Highest-paid employee | 40 | $128,345 | $22,562 |
| BRUCE M JOHNSON | CHAIRMAN Trustee or director, Officer | 2 | $46,500 | $0 |
| HOWARD C SERKIN | VICE CHAIRMAN Trustee or director, Officer | 2 | $34,500 | $0 |
| ERIC MANN | MEMBER Trustee or director | 1 | $27,000 | $0 |
| ERNEST N BRODSKY | MEMBER Trustee or director | 1 | $26,100 | $0 |
| PAMELA S CHALLY PHD RN | MEMBER Trustee or director | 1 | $26,100 | $0 |
| LEE LOMAX | MEMBER Trustee or director | 1 | $21,900 | $0 |
| FORREST TRAVIS | MEMBER Trustee or director | 1 | $21,900 | $0 |
| LYNN PAPPAS | MEMBER Trustee or director | 1 | $20,400 | $0 |
| TIMOTHY COST | MEMBER Trustee or director | 1 | $17,400 | $0 |
| STANLEY W CARTER | MEMBER Trustee or director | 1 | $16,500 | $0 |
| THOMAS BROTT MD | MEMBER Trustee or director | 1 | $9,900 | $0 |
| LISA PALMER | MEMBER Trustee or director | 1 | $9,600 | $0 |
| GARY W SNEED | MEMBER Trustee or director | 1 | $4,200 | $0 |
Address and contacts
- Address (IRS master file)
- 3599 UNIVERSITY BLVD S, JACKSONVILLE, FL 32216-4252
- Principal officer (990 for 2024)
- J Britton Tabor, 3599 UNIVERSITY BLVD SOUTH, Jacksonville, FL 322164252
- Signed the 990
- J Britton Tabor, CFO
- Phone
- (904) 345-7600
- Website
- WWW.BROOKSREHAB.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
TO ADVANCE HEALTH AND WELL-BEING OF PERSONS REQUIRING REHABILITATION THROUGH SUPERIOR OUTCOMES, SERVICE, EDUCATION AND RESEARCH.
Program accomplishments
- Please see Schedule O.Expenses $38,403,688 · grants $698,812 · revenue $36,255,916
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 59-2249370
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1983
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E210)
- Assets (IRS master file)
- $634,657,043
- Income (IRS master file)
- $56,411,158
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $56,411,158 | $51,886,317 | $634,657,043 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $49,466,568 | $45,667,488 | $596,194,016 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $47,400,241 | $40,302,475 | $557,773,912 | XML |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | $57,247,537 | $41,944,855 | $653,224,899 | XML |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-2249370).
Questions about GENESIS HEALTH INC
- What is the EIN of GENESIS HEALTH INC?
- The employer identification number (EIN) of GENESIS HEALTH INC is 59-2249370.
- Is GENESIS HEALTH INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to GENESIS HEALTH INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does GENESIS HEALTH INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of GENESIS HEALTH INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GENESIS HEALTH INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of GENESIS HEALTH INC?
- The 990 for the year ended December 31, 2024 names J Britton Tabor.
- Who are the officers and directors of GENESIS HEALTH INC?
- The 990 for the year ended December 31, 2024 lists 25 people; 25 received compensation from the organization, the highest $830,737 (Douglas M Baer, Chairman / CEO).
- How much revenue does GENESIS HEALTH INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $56,411,158, expenses of $51,886,317 and total assets of $634,657,043 at year end.
Other nonprofits in JACKSONVILLE
- SOUTHERN BAPTIST HOSPITAL OF FLORIDA INC EIN 59-0747311 · last filed 990 for 2025
- THE NEMOURS FOUNDATION EIN 59-0634433 · last filed 990 for 2024
- SHANDS JACKSONVILLE MEDICAL CENTER INC EIN 59-2142859 · last filed 990 for 2025
- UNIVERSITY OF FLORIDA JACKSONVILLE PHYSICIANS INC EIN 59-1867557 · last filed 990 for 2025
- ALFRED I DUPONT CHARITABLE TRUST EIN 59-0226560 · last filed 990 for 2024
- BAPTIST HEALTH SYSTEM INC EIN 59-2487136 · last filed 990 for 2025
- BAPTIST MEDICAL CENTER BEACHES EIN 59-2980620 · last filed 990 for 2025
- BROOKS REHABILITATION HOSPITAL EIN 59-3284221 · last filed 990 for 2024