STRATEGY STUDIO / PUBLIC DATA EXPLORER

SOUTH FLORIDA HOSPITAL RESEARCH & EDUCATION FOUNDATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SOUTH FLORIDA HOSPITAL RESEARCH & EDUCATION FOUNDATION INC (EIN 59-2732250)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-09-03
IRS object ID
202412479349301981
Schema version
2023v5.0
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

FieldValueIRS element (for citing)
Return2024-09-03T20:46:32-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN208272075PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARC EGORT CPA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1110 N FEDERAL HWY STE 102AddressLine1Txt
CityFORT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33301ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN592732250EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOUTH FLORIDA HOSPITAL RESEARCHBusinessNameLine1Txt
Business Name Line2EDUCATION FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSOUTBusinessNameControlTxt
Phone9549641660PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 19268AddressLine1Txt
CityPLANTATIONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33318ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAIME CALDWELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9549641660PhoneNum
Signature2024-08-12SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARC EGORT CPAPreparerPersonNm
PTINP00513662PTIN
Phone7543012183PhoneNum
Preparation2024-09-03PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAIME CALDWELLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 19268AddressLine1Txt
CityPLANTATIONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33318ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$158,151GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SFHHA.COM/SFHREF-INFORMATIONWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTO RECEIVE AND ADMINISTER FUNDS AND PROPERTY FOR SCIENTIFIC, EDUCATIONAL AND CHARITABLE PURPOSES.ActivityOrMissionDesc
Voting Members Governing Body24VotingMembersGoverningBodyCnt
Voting Members Independent24VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$179,942PYProgramServiceRevenueAmt
CY Program Service Revenue$158,151CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$179,942PYTotalRevenueAmt
CY Total Revenue$158,151CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$103,044PYOtherExpensesAmt
CY Other Expenses$109,536CYOtherExpensesAmt
PY Total Expenses$103,044PYTotalExpensesAmt
CY Total Expenses$109,536CYTotalExpensesAmt
PY Revenues Less Expenses$76,898PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$48,615CYRevenuesLessExpensesAmt
Total Assets BOY$122,676TotalAssetsBOYAmt
Total Assets EOY$125,438TotalAssetsEOYAmt
Total Liabilities BOY-$21,269TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,344TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$143,945NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$114,094NetAssetsOrFundBalancesEOYAmt
MissionTO RECEIVE AND ADMINISTER FUNDS AND PROPERTY FOR SCIENTIFIC, EDUCATIONAL AND CHARITABLE PURPOSES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$72,831ExpenseAmt
Revenue$158,151RevenueAmt
DescCONDUCT RESEARCH AND SCIENTIFIC INVESTIGATIONS, TO SPONSOR EDUCATIONAL PROGRAMS AND TO FOSTER THE ACCUMULATION AND EXCHANGE OF HEALTHCARE INFORMATION.Desc
Total Program Service Expenses$72,831TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members24GoverningBodyVotingMembersCnt
Independent Voting Member24IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJAIME CALDWELLPersonNm
Phone9549641660PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 19268AddressLine1Txt
CityPLANTATIONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33318ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
JAIME CALDWELL
PRESIDENTYes (X)$0$0$0
LOURDES DE LOS RIOS BARROSO
VICE PRESIDEYes (X)$0$0$0
WILLIAM DUQUETTE
DIRECTORYes (X)$0$0$0Yes (X)
CHARLES FELIX
TREASURERYes (X)$0$0$0Yes (X)
ANGELO PIROZZI
DIRECTOR$0$0$0Yes (X)
JOEL WHERLEY
MEMBER AT LA$0$0$0Yes (X)
JARED SMITH
IMMEDIATE PAYes (X)$0$0$0Yes (X)
JOSEPH STUCZYNSKI
CHAIRMANYes (X)$0$0$0Yes (X)
ALEX ROMILLO
SECRETARYYes (X)$0$0$0Yes (X)
DAVID O'BRIEN
DIRECTOR$0$0$0Yes (X)
STEVEN ULLMAN
DIRECTOR$0$0$0Yes (X)
DAVID WAGNER
DIRECTOR$0$0$0Yes (X)
ALEX FERNANDEZ
DIRECTOR$0$0$0Yes (X)
BILL ULBRICHT
VICE CHAIR$0$0$0Yes (X)
STEPHEN DEMERS
DIRECTOR$0$0$0Yes (X)
SCOTT ROSS MD
DIRECTOR$0$0$0Yes (X)
DIAN BACKOFF
DIRECTOR$0$0$0Yes (X)
ALISA BERT
DIRECTOR$0$0$0Yes (X)
CHARLES MICHELSON
DIRECTOR$0$0$0Yes (X)
BRYAN STEWART
DIRECTOR$0$0$0Yes (X)
ANA M VIAMONTE-ROS MD
DIRECTOR$0$0$0Yes (X)
RANDY CROSS
DIRECTOR$0$0$0Yes (X)
HAROULA P NORDEN
MEMBER AT LA$0$0$0Yes (X)
BRI NEUBURGER SIMON
DIRECTOR$0$0$0Yes (X)
RAY COTO
DIRECTOR$0$0$0Yes (X)
MATTHEW GARNER
DIRECTOR$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
GOLF TOURNAMENT$70,181$70,181
GUARDIAN PROGRAM$44,750$44,750
HEALTHCARE SUMMIT$24,900$24,900
EDUCATIONAL PROGRAMS$15,820$15,820
ANNUAL MEETING$2,500$2,500
FieldValueIRS element (for citing)
Total Program Service Revenue$158,151TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$158,151TotalRevenueColumnAmt
Related Or Exempt Func Income$158,151RelatedOrExemptFuncIncomeAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$44,750TotalAmt
Program Services$44,750ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,300TotalAmt
Management And General$9,300ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$126TotalAmt
Management And General$126ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
BAD DEBT EXPENSE$21,102$21,102
SHARED EMPLOYEES SALARIES$14,868$14,868
GOLF TOURNAMENT$10,247$10,247
BANK CHARGES$5,245$5,245

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,898TotalAmt
Program Services$2,966ProgramServicesAmt
Management And General$932ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$109,536TotalAmt
Program Services$72,831ProgramServicesAmt
Management And General$36,705ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$49,176BOYAmt
EOY$50,158EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$78,944BOYAmt
EOY$53,900EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY-$5,444BOYAmt
EOY$21,380EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$122,676BOYAmt
EOY$125,438EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,750BOYAmt
EOY$5,674EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY-$25,019BOYAmt
EOY$5,670EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY-$21,269BOYAmt
EOY$11,344EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$122,844BOYAmt
EOY$114,094EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$21,101BOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$143,945BOYAmt
EOY$114,094EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$122,676BOYAmt
EOY$125,438EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$48,615ReconcilationRevenueExpnssAmt
Prior Period Adjustments-$78,466PriorPeriodAdjustmentsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,481CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$600CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$550CurrentTaxYearMinus2YearsAmt
Total$34,631TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,481CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$600CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$550CurrentTaxYearMinus2YearsAmt
Total$34,631TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$34,631PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$83CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$90CurrentTaxYearMinus3YearsAmt
Total$173TotalAmt
FieldValueIRS element (for citing)
Total Support$34,804TotalSupportAmt
Gross Receipts Rltd Activities$599,417GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99500PublicSupportCY170Pct
Public Support PY1700.99720PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
DUE FROM SUBSIDIARY$24,455
UNDEPOSITED FUNDS-$3,075
FieldValueIRS element (for citing)
Total Book Value Other Assets$21,380TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
ACCRUED PENSION$2,677
UNEARNED GOLF REVENUE$2,500
ACCRUED EXPENSES$450
ACCRUED VACATION$43
FieldValueIRS element (for citing)
Total Liability$5,670TotalLiabilityAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BTHE PRESIDENT REVIEWS FORM 990 AND THEN IT IS EMAILED TO EACH BOARD MEMBER FOR REVIEW BEFORE IT IS FILED WITH THE IRS.
FORM 990, PAGE 6, PART VI, LINE 12CALL ACTIONS REQUIRING BOARD APPROVAL REQUIRE THAT EACH BOARD MEMBER DECLARE ANY CONFLICT.
FORM 990, PAGE 6, PART VI, LINE 15ATHE FOUNDATION HAS A COMPENSATION COMMITTEE THAT REQUIRES THE PRESIDENT TO COMPLETE A SELF-ASSESSMENT AND THEN DEVELOPS AN OVERALL PERFORMANCE EVALUATION. THE COMPENSATION COMMITTEE REVIEWS COMPARABLE SALARIES AND BONUSES FROM THE CONFERENCE OF METROPOLITAN HOSPITAL ASSOCIATIONS (CMHA) SALARY SURVEY AND BASED ON THE RESULTS OF THE EVALUATION, SETS COMPENSATION AND BONUS CONSISTENT WITH BOTH THE EVALUATION AND SALARY SURVEY.
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE IN ITS OFFICES TO THE PUBLIC UPON REQUEST.