Nonprofit · EIN 90-0068515
BREVARD HEALTH ALLIANCE INC
Also known as GULBRETH G THOMAS
Tax-exempt · WEST MELBOURNE, FL 32904
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $70,488,174 | $68,424,922 | $2,063,252 | $64,575,639 | $21,679,119 | $42,896,520 |
| September 30, 2024 | 990 | $67,287,236 | $68,070,912 | -$783,676 | $59,364,584 | $19,096,954 | $40,267,630 |
| September 30, 2023 | 990 | $66,108,508 | $59,990,627 | $6,117,881 | $59,724,009 | $19,426,707 | $40,297,302 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $12,386,041
- of which government grants
- $6,816,596
- Program service revenue
- $56,805,476
- Investment income
- $738,746
- Net gain from sales of assets
- $140,650
- Other revenue
- $557,911
Expenses
- Grants and similar amounts paid
- $617,138
- Compensation of officers, directors and key employees
- $1,994,202
- Other salaries and wages
- $33,182,504
- Salaries, compensation and benefits (total)
- $44,701,850
- Professional fundraising fees
- $0
- Legal fees
- $44,524
- Accounting fees
- $306,313
- Occupancy
- $2,168,531
- Travel
- $133,999
- Depreciation
- $1,201,908
- Program services (functional)
- $59,984,366
- Management and general (functional)
- $8,440,556
Balance sheet and other
- Total assets, start of year
- $59,364,584
- Total assets, end of year
- $64,575,639
- Total liabilities, end of year
- $21,679,119
- Net assets, end of year
- $42,896,520
- Land, buildings and equipment
- $11,488,575
- Publicly traded securities
- $5,508,465
- Net assets without donor restrictions
- $42,896,520
- Gross receipts
- $71,865,758
- Employees
- 628
- Volunteers
- 65
- Year formed
- 2003
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RICHARD A HELTON | CHIEF EXECUTIVE OFFICER Officer | 40 | $377,003 | $18,586 |
| THEODORE SCHUCK | CHIEF MEDICAL OFFICER Officer | 40 | $335,261 | $35,005 |
| SAJIDA MATHEW | LEAD PSYCHIATRIST Highest-paid employee | 40 | $283,874 | $32,969 |
| SHAUN ERIK GARCIA | CHIEF QUALITY OFFICER (THRU 02/25) Highest-paid employee | 40 | $270,125 | $26,710 |
| MAEGEN ANDERSON | CHIEF OPERATING OFFICER Officer | 40 | $251,263 | $23,834 |
| PAUL PENA | LEAD PHYSICIAN OF UTILIZATION REVIEW Highest-paid employee | 40 | $244,895 | $28,244 |
| RONALD TROUT | PHYSICIAN - FAMILY MEDICINE (THRU 12/2024) Highest-paid employee | 40 | $243,944 | $25,500 |
| WENDY L LOCKHART | CHIEF OF PEDIATRICS Officer | 40 | $238,420 | $29,125 |
| DAVID TODD | PHYSICIAN - FAMILY MEDICINE (THRU 12/2024) (THRU 1 Highest-paid employee | 40 | $241,191 | $23,914 |
| ROBERT JOHN WALTERS | CHIEF HUMAN RESOURCES OFFI Officer | 40 | $239,872 | $21,732 |
| REEM NATAFJI | CHIEF PHARMACY OFFICER Officer | 40 | $230,859 | $30,430 |
| MARCUS JOHNSON | CHIEF FINANCIAL OFFICER Officer | 40 | $157,105 | $16,908 |
| COLLEEN BROWNE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEITH DONALD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRETT ESROCK | DIRECTOR Trustee or director | 1 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN BARRY FORBES | TREASURER Trustee or director, Officer | 1 | $0 |
| LEIGH PETTIGREW | SECRETARY Trustee or director, Officer | 1 | $0 |
| ROBERT SANTIAGO | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| ERIN SHEA | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| JOHN EMIL MALEK | CHIEF COMPLIANCE OFFICER A Trustee or director | 1 | $0 |
| SONJA CUMMINGS-WILSON | DIRECTOR Trustee or director | 1 | $0 |
| JOSEPH FLYNN | DIRECTOR Trustee or director | 1 | $0 |
| MARK RANDLOV | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RICHARD A HELTON | CHIEF EXECUTIVE OFFICER Officer | 40 | $342,161 | $18,140 |
| THEODORE SCHUCK | CHIEF MEDICAL OFFICER Officer | 40 | $317,549 | $33,478 |
| JOHN EMIL MALEK | CHIEF COMPLIANCE OFFICER A Key employee | 40 | $290,382 | $31,920 |
| SHAUN ERIK GARCIA | CHIEF QUALITY OFFICER Highest-paid employee | 40 | $271,457 | $25,333 |
| RICHARD ALOYSIUS NESCIO | CHIEF FINANCIAL OFFICER (THRU 2/24) Officer | 40 | $249,818 | $30,752 |
| MAEGEN ANDERSON | CHIEF OPERATING OFFICER Officer | 40 | $248,004 | $23,275 |
| WENDY L LOCKHART | CHIEF OF PEDIATRICS Highest-paid employee | 40 | $230,578 | $27,935 |
| ROBERT JOHN WALTERS | CHIEF HUMAN RESOURCES OFFI Highest-paid employee | 40 | $235,749 | $21,863 |
| REEM NATAFJI | CHIEF PHARMACY OFFICER Highest-paid employee | 40 | $211,761 | $32,472 |
| MICHAEL SEAN GARVEY | CHIEF INFORMATION OFFICER Highest-paid employee | 40 | $226,896 | $7,129 |
| COLLEEN BROWNE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEITH DONALD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRETT ESROCK | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JOHN BARRY FORBES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN HILL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LEIGH PETTIGREW | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT SANTIAGO | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ERIN SHEA | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| SONJA CUMMINGS-WILSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSEPH FLYNN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK RANDLOV | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR SYNTHIA DOAKS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARCUS JOHNSON | CHIEF FINANCIAL OFFICER (AS OF 4/24) Officer | 40 | $0 | $0 |
990 for the year ended September 30, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THEODORE SCHUCK | CHIEF MEDICAL OFFICER Officer | 40 | $303,678 | $29,503 |
| RICHARD A HELTON | CHIEF EXECUTIVE OFFICER Officer | 40 | $290,197 | $16,392 |
| JOHN EMIL MALEK | CHIEF COMPLIANCE OFFICER A Key employee | 40 | $280,139 | $23,103 |
| SAJIDA MATHEW | LEAD PSYCHIATRIST Highest-paid employee | 35 | $253,748 | $23,733 |
| RICHARD ALOYSIUS NESCIO | CHIEF FINANCIAL OFFICER Officer | 40 | $248,450 | $27,294 |
| MAEGEN ANDERSON | CHIEF OPERATING OFFICER Officer | 40 | $246,639 | $20,344 |
| SHAUN ERIK GARCIA | CHIEF QUALITY OFFICER Highest-paid employee | 40 | $242,600 | $22,537 |
| ROBERT JOHN WALTERS | CHIEF HUMAN RESOURCES OFFI Highest-paid employee | 40 | $234,709 | $21,084 |
| WENDY L LOCKHART | CHIEF OF PEDIATRICS Highest-paid employee | 40 | $226,050 | $25,737 |
| MICHAEL SEAN GARVEY | CHIEF INFORMATION OFFICER Highest-paid employee | 40 | $235,438 | $7,650 |
| COLLEEN BROWNE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEITH DONALD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRETT ESROCK | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JOHN BARRY FORBES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN HILL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LEIGH PETTIGREW | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT SANTIAGO | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ERIN SHEA | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| SONJA CUMMINGS-WILSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSEPH FLYNN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK RANDLOV | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4315 WOODLAND PARK DR, WEST MELBOURNE, FL 32904-2097
- Principal officer (990 for 2024)
- RICHARD A HELTON, 4315 WOODLAND PARK DRIVE, WEST MELBOURNE, FL 32904
- Signed the 990
- RICHARD A HELTON CHIEF EXECUTIVE, CEO
- Phone
- (321) 749-4781
- Website
- WWW.BREVARDHEALTH.ORG
- Return prepared by
- CRI ADVISORS LLC
Mission
THE MISSION OF THE BREVARD HEALTH ALLIANCE, INC. IS TO IMPROVE THE HEALTH STATUS OF BREVARD COUNTY BY PROVIDING A MEDICAL HOME WHERE ALL PATIENTS RECEIVE HIGH-QUALITY CARE IN A TIMELY MANNER. WE COMMIT TO ENSURING EVERY PATIENT WE SERVE IS HEARD, ENCOURAGED, AND RESPECTED.
Program accomplishments
- IN 2025, BREVARD HEALTH ALLIANCE'S 20TH YEAR OF OPERATION, BREVARD HEALTH ALLIANCE (BHA) ACHIEVED SIGNIFICANT RESULTS WITH THE HEALTHCARE PROVIDED TO RESIDENTS OF BREVARD COUNTY. BHA SERVICED 231,088 MEDICAL VISITS. ADDITIONALLY, BHA PROVIDED 32,718 DENTAL VISITS. 232,344 PRESCRIPTIONS WERE DISPENSED FROM BHA PHARMACIES AND BHA ATTENDED OVER 31 OUTREACH EVENTS IN OUR COMMUNITY. AS BHA CONTINUES TO GROW ITS PRESENCE IN BREVARD COUNTY, WE WILL BE ABLE TO BETTER SERVE THOSE IN OUR COMMUNITY WHO NEED US MOST.Expenses $59,984,366 · grants $617,138 · revenue $57,363,387
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 90-0068515
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E30)
- Assets (IRS master file)
- $64,575,639
- Income (IRS master file)
- $71,865,758
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $70,488,174 | $68,424,922 | $64,575,639 | XML |
| 990 | September 2024 | $67,287,236 | $68,070,912 | $59,364,584 | XML |
| 990 | September 2023 | $66,108,508 | $59,990,627 | $59,724,009 | XML |
| 990 | September 2022 | $57,510,485 | $49,474,646 | $40,519,404 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 90-0068515).
Questions about BREVARD HEALTH ALLIANCE INC
- What is the EIN of BREVARD HEALTH ALLIANCE INC?
- The employer identification number (EIN) of BREVARD HEALTH ALLIANCE INC is 90-0068515.
- Is BREVARD HEALTH ALLIANCE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to BREVARD HEALTH ALLIANCE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BREVARD HEALTH ALLIANCE 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 BREVARD HEALTH ALLIANCE INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BREVARD HEALTH ALLIANCE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of BREVARD HEALTH ALLIANCE INC?
- The 990 for the year ended September 30, 2025 names RICHARD A HELTON.
- Who are the officers and directors of BREVARD HEALTH ALLIANCE INC?
- The 990 for the year ended September 30, 2025 lists 23 people; 12 received compensation from the organization, the highest $377,003 (RICHARD A HELTON, CHIEF EXECUTIVE OFFICER).
- How much revenue does BREVARD HEALTH ALLIANCE INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $70,488,174, expenses of $68,424,922 and total assets of $64,575,639 at year end.
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