2023-10-19T17:00:18+00:00 2022-12-31 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2022-01-01 592264957 Chapters Health System Inc CHAP 8138718111 12470 Telecom Drive Suite 301 Temple Terrace FL 33637 Todd Webb CFO 8138718111 2023-10-19 true Todd Webb 999009999 BRITTNEY KOCAJ P01320603 9542028600 2022 2023-04-26 12:10:37Z ANDREW MOLOSKY President & CEO 12470 Telecom Drive Suite 301 Temple Terrace FL 33637 138288607 false X chaptershealth.org X 1982 FL Through its subsidiaries, provides support and care for people in our community with or affected by advanced illnesses by offering a wide variety of compassionate healthcare choices. 21 20 709 21 0 0 23255 139756 102888679 86747674 10962074 3916987 180000 180000 114054008 90984417 21355 36696 0 47038793 50385361 0 0 54721937 34983113 101782085 85405170 12271923 5579247 220827353 203815049 43267695 54933842 177559658 148881207 Chapters Health System, Inc. (CHS), through its subsidiary organizations, provides support and care for people in our community with or affected by advanced illnesses by offering a wide variety of compassionate healthcare choices. false false 66981098 36696 86747674 A. Chapters Health System, Inc. provides hospice care and services to patients and families through its five hospice affiliates - LifePath Hospice, Inc., Good Shepherd Hospice, Inc., Hernando-Pasco Hospice, Inc., Hospice of Okeechobee, Inc., and Cornerstone Hospice and Palliative Care Inc. All five are not-for-profit hospice programs certified by the Federal Medicare Program and provide a wide range of palliative and supportive care services to help terminally ill patients, their families, and their loved ones. In addition, Chapters Health System is the sole member and operates three additional LLC's - Chapters Health Palliative Care, LLC; Chapters Health Pharmacy, LLC, and Chapters Health Staffing, LLC. (continued on Sch O) 66981098 true true false true false false false false true true false false true true true false true false false false false false false false false false false true true true false false false false false false false false true false false false false false true true true true false false true 707 0 true 709 true false false false false false false false false false false true false X 21 20 true false true false false false false true true false false true true true true true true true false true true FL X Todd Webb 8138718111 12470 Telecom Drive Suite 301 Temple Terrace FL 33637 Andrew Molosky PRESIDENT/CEO/Chair (through 9/2022)/Vice Chair (starting 9/2022) 34.0 16.0 X X 1502847 0 734556 Jerry Eugene Fogarty Secretary 2.0 2.0 X X 0 0 0 Randall Woodruff Vice Chair, Interim Treasurer (thru 5/2022), CHAIR (starting 5/2022) 2.0 5.5 X X 0 0 0 Wendy Terry Treasurer (starting 5/2022) 2.0 2.0 X X 0 0 0 William Becker Jr Immediate Past Chair (through 9/2022) 2.0 0 X X 0 0 0 Brian Hinton BOARD MEMBER (through 5/2022) 2.0 0 X 0 0 0 CLIFFORD RHOADES BOARD MEMBER 2.0 2.0 X 0 0 0 Dr Michael Howell BOARD MEMBER (starting 5/2022) 2.0 2.0 X 0 0 0 Dr Stephen Autry BOARD MEMBER (starting 5/2022) 2.0 2.0 X 0 0 0 Dr Tige Buchanan BOARD MEMBER (starting 5/2022) 2.0 2.0 X 0 0 0 Frank Irby BOARD MEMBER 2.0 2.0 X 0 0 0 Heath Nailos BOARD MEMBER (starting 5/2022) 2.0 4.0 X 0 0 0 James Joiner BOARD MEMBER 2.0 4.0 X 0 0 0 James Novell BOARD MEMBER (starting 5/2022) 2.0 0 X 0 0 0 Mary Reardon BOARD MEMBER 2.0 2.0 X 0 0 0 Peggy Rodebush BOARD MEMBER 2.0 1.5 X 0 0 0 Philip D Wegman BOARD MEMBER 2.0 0 X 0 0 0 Phillip Walker BOARD MEMBER 2.0 0 X 0 0 0 Robert Adrid BOARD MEMBER (starting 5/2022) 2.0 2.0 X 0 0 0 Scott Gerken BOARD MEMBER (starting 5/2022) 2.0 4.0 X 0 0 0 Valerie Goddard BOARD MEMBER 2.0 2.0 X 0 0 0 William Haley BOARD MEMBER 2.0 0 X 0 0 0 CHARLES O LEE Chief Admin Officer/Pres of Hospice (starting 9/2022) 36.0 14.0 X 131879 591984 121094 David J O'Neil Enterprise Chief Financial Officer 34.0 16.0 X 779111 0 276990 DEAN FORMAN Chief Operating Officer 36.0 14.0 X 528476 0 12013 MICHAEL SHAPIRO Chief Medical Officer - Hospice (Starting 4/2022) 36.0 14.0 X 91910 382201 56523 Nicole Romence Chief People Officer 36.0 14.0 X 325861 0 148471 Paola Delp Chief Business Development Officer 34.0 16.0 X 701038 0 260652 RHONDA G WHITE Chief Compliance Officer (4/2022-12/2022), Chief Operating Officer (Starting 12/2022) 34.0 16.0 X 81112 387079 117104 Ronald S Schonwetter MD Chief Medical Officer (through 2/2022) 40.0 10.0 X 331114 0 6432 Sharon P Saucier Chief Clinical & Compliance Officer (through 4/2022) 38.0 12.0 X 392148 0 15977 Sheri Strobel Amateau Chief Information Officer 36.0 14.0 X 319720 0 136205 Tara Friedman Chief Medical Officer 36.0 14.0 X 168961 0 5699 TODD WEBB CHIEF FINANCIAL OFFICER (starting 4/2022) 40.0 10.0 X 86992 365741 112408 Valerie Zolman Chief Compliance Officer (starting 12/2022) 10.0 40.0 X 52711 235321 71227 Dr Christina Sara Philip Hospice Access Physician 40.0 0 X 269325 0 19355 Jason D'Auria VP of Operations 10.0 30.0 X 64962 161026 27010 Marwa El-Menshawi Assistant Chief Medical Officer 10.0 30.0 X 70711 269627 8691 STEWART Wayne STEIN MD Vice President, Medical Services 40.0 0 X 327347 0 98905 Ursula Cutler Senior Vice President, Sales and Marketing 10.0 30.0 X 63661 167365 26944 6289885 2560344 2256258 94 false true false AMERICAN MEDICAL RESPONSE PO BOX 402079 ATLANTA GA 303842079 PATIENT SERVICES 2423054 AYA HEALTHCARE INC PO BOX 123519 DALLAS TX 753123519 contract services 1683931 BUCHANAN INGERSOLL & ROONEY PC 501 GRANT STREET SUITE 200 PITTSBURGH PA 152194413 LEGAL SERVICES 1274095 ST JOSEPHS HOSPITAL INC 3001 W Martin Luther King Blvd Tampa FL 33607 PATIENT SERVICES 1206460 CROSSTOWN COURIERS (ELM BUSINESS DEV INC) PO Box 10871 Tampa FL 33679 COURIER SERVICES 1137429 112 139756 139756 SHARED SERVICES AGREEMENT 561000 54384278 54384278 PHARMACY 446110 6925687 6925687 RENTAL INCOME FROM AFFILIATES 532000 3724282 3724282 MEDICAL STAFFING SERVICES 900099 18096241 18096241 PALLIATIVE CARE 621610 480589 480589 3136597 3136597 0 0 86747674 3258465 3258465 0 0 44001699 3961013 43420452 3883738 581247 77275 658522 658522 Other Income 900099 180000 180000 0 0 0 0 180000 90984417 86747674 0 4096987 36696 36696 7113029 921959 6191070 88441 88441 35655826 35655826 4832419 4832419 2695646 2695646 2073100 2073100 363095 363095 188273 188273 3766912 3448835 318077 0 503251 503251 3736671 3736671 4984260 4984260 3537748 3537748 898808 898808 154353 154353 945128 945128 6592023 6592023 1753306 1753306 Drugs 2918591 2918591 MED, OXYGEN, IV & DME 626360 626360 Recruitment 938862 938862 1002372 1002372 0 0 85405170 66981098 18424072 0 453922 11630 22136642 13387971 2963187 906648 0 0 0 0 5300000 215444 190094 3720434 3836288 122875489 70807665 55755567 52067824 109231847 88110585 0 0 19522031 18288480 6828279 21715529 220827353 203815049 12590605 9998116 816770 904025 11455164 10416108 0 0 14340000 13679000 4065156 19936593 43267695 54933842 X 177559658 148881207 177559658 148881207 220827353 203815049 X 5579247 -20783298 -13474400 X false true X true false X X 7 LIFEPATH HOSPICE INC 205276870 9 true 0 31764345 GOOD SHEPHERD HOSPICE INC 205276923 9 true 0 6832679 CHAPTERS HEALTH HOME CONNECT INC 275158323 9 true 0 235792 HERNANDO PASCO HOSPICE INC 592217929 9 true 0 16596278 HOSPICE OF OKEECHOBEE Inc 592831397 7 true 0 651722 Cornerstone Health Services Inc 611798762 9 false 0 0 Cornerstone Hospice and Palliative Care Inc 592330114 9 true 0 0 7 0 56080816 false false false false true true false false false false false false false false false false false Schedule A, Part I, Line 12g AMOUNT OF SUPPORT CHAPTERS HEALTH SYSTEM, INC. PROVIDES SUPPORT SERVICES TO ITS SUBSIDIARIES AND ITS SUPPORTED ORGANIZATIONS (LIFEPATH HOSPICE, INC., GOOD SHEPHERD HOSPICE, INC., CHAPTERS HEALTH HOME CONNECT, INC., HERNANDO PASCO HOSPICE, INC., AND HOSPICE OF OKEECHOBEE INC.) IN THE FORM OF INFORMATION TECHNOLOGY, HUMAN RESOURCES, LEGAL, FUND RAISING, COMPLIANCE, FINANCE, MANAGEMENT OVERSIGHT AND HEALTHCARE PERSONNEL. Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name The supporting organization, Chapters Health System, Inc. (CHS), is organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the tax-exempt purposes and missions of the supported organizations. Of the seven supported organizations, LifePath Hospice, Inc. (LPH), Good Shepherd Hospice, Inc. (GSH), Hernando Pasco Hospice, Inc. (HPH), and Chapters Health Home Connect, Inc. (CHHC), and Hospice of Okeechobee, Inc. (HOK) are mentioned explicitly in the Articles of Incorporation of CHS, while Cornerstone Health Services, Inc. and Cornerstone Hospice and Palliative Care, Inc. are included by class or purpose, as organizations within the health system that are described in section 501(c)(3) and classified as public charities under 509(a)(2) of the Internal Revenue Code of 1986, as amended, with director representation on the board of CHS. Cornerstone Hospice and Palliative Care, Inc. is mentioned explicitly in the Bylaws of CHS. Schedule A, Part IV, Section A, Line 5a Added, Substituted, or Removed Sup. Org. Cornerstone Hospice and Palliative Care, Inc. (CPAL), EIN 59-2330114, and Cornerstone Health Services, Inc. (COR), EIN 61-1798762, were added as supported organizations in 2022 in order to help CHS achieve its mission to provide services to relieve the suffering of persons residing in its communities affected by life-limiting illnesses and end-of-life issues so all may live as fully and comfortably as possible. CPAL and COR are included by class or purpose, as organizations within the health system that are described in section 501(c)(3) and classified as public charities under 509(a)(2) of the Internal Revenue Code of 1986, as amended. The CHS Articles of Incorporation require that no less than a majority of the directors of CHS must also be persons who are directors of the supported organizations; thus, CPAL and COR have director representation on the board of CHS. Schedule A, Part IV, Section C, Line 1 Majority director detail The articles of incorporation of Chapters Health System, Inc. ("Chapters") identify that the organization is organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the tax-exempt purposes and missions of the supported organizations (LifePath Hospice, Good Shepherd Hospice, Chapters Home Health Connect, Hernando Pasco Hospice, Hospice of Okeechobee, Cornerstone Health Services and Cornerstone Hospice and Palliative Care). As a supporting organization, Chapters is supervised and controlled in connection with the supported organizations, and therefore is designated a Type II supporting organization. Chapters meets this classification because the management of Chapters is vested in the same persons that control and manage the supported organizations. THE BYLAWS OF EACH OF THE SUPPORTED ORGANIZATIONS REQUIRE THAT ITS BOARD OF DIRECTORS SHALL INCLUDE CHAPTERS' CHIEF EXECUTIVE OFFICER (WHO IS A VOTING MEMBER OF THE CHAPTERS BOARD OF DIRECTORS), CHAPTERS' Chief Administrative Officer, AND CHAPTERS' CHIEF FINANCIAL OFFICER, EACH OF WHOM SHALL SERVE ON THE BOARD OF DIRECTORS OF EACH SUPPORTED ORGANIZATION BY VIRTUE OF AND CONCURRENT WITH THEIR TERMS OF SERVICE AS OFFICERS OF CHAPTERS. EX OFFICIO, NON-VOTING MEMBERS OF EACH SUPPORTED ORGANIZATION INCLUDE CHAPTERS' CHIEF OPERATING OFFICER, Chief Business Development Officer, CHIEF MEDICAL OFFICER, Chief People Officer, CHIEF COMPLIANCE OFFICER, AND CHIEF INFORMATION OFFICER. AT ALL TIMES, AT LEAST ONE MEMBER OF THE BOARD OF DIRECTORS OF CHAPTERS ALSO SERVES AS A VOTING MEMBER OF THE BOARD OF DIRECTORS OF EACH SUPPORTED ORGANIZATION. The fact that the management of Chapters is vested in the same persons that control and manage the supported organizations allows Chapters and its seven supported organizations to function collectively as a health system. Chapters provides management and administrative support to the supported organizations and various clinical services that further the supported organizations' tax-exempt purpose of providing hospice and home health services to the community. The fact that the core leadership team of each of the supported organizations is also Chapters core leadership team assures that Chapters is responsive to the needs and demands of the supported organizations and that Chapters constitutes an integral part of and maintains a significant involvement in the operations of the supported organizations. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 188273 false true 3699 191972 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY A lobbyist was hired to represent the organization before the Florida Legislature and the Executive Branch of Florida Government, including the Department of Elder Affairs and the Agency of Health Care Administration, and to provide guidance regarding interaction with legislation and agency staff on matters pertaining to specific issue advocacy, legislative and regulatory developments of concern. In addition, DUES PAID TO Florida Hospice & Palliative Care Association (FHPCA) and National Partnership for Healthcare and Hospice Innovation (NPHI) INCLUDE LOBBYING EXPENSES. 997414 14185 1011599 976957 20457 997414 953607 23350 976957 923539 30068 953607 902438 21101 923539 0.0 1.0 0.0 false true true 6308443 6308443 65248634 30200535 35048099 7704138 5603484 2100654 37944692 31877683 6067009 5669582 3125963 2543619 52067824 Deferred Serp 1850560 Cash Surrender Value Life Ins 7713 Deposits 1986748 Accrued interest receivable 87203 Right of Use Asset 16595260 Amounts due from related parties, net 509658 SWAP Asset 678387 21715529 DEFERRED SERP LIABILITIES 1850560 LEASE INCENTIVE OBLIGATION 98438 CAPITAL LEASE OBLIGATION 886375 UNCLAIMED PROPERTY 3902 SWAP LIABILITY Right of use liabilities 17097318 19936593 X Schedule D, Part V, Line 4 Intended uses of endowment funds The Building Endowment fund provides funds for the necessary maintenance and facility up-keep of all Chapters Health Systems, Inc. (CHS) facilities; the Children's Endowment fund provides funds for specific equipment and staffing to meet the needs of pediatric patients, grieving children and families; The Medical Student endowment provides funds to the Medical Student Program that educates future physicians on the importance of end-of-life care. THESE ENDOWMENTS ARE HELD BY CHAPTERS HEALTH FOUNDATION, INC. (CHF), a related organization, AND THE PROGRAMS AND FACILITIES OF CHF SUPPORT CHS AND ITS AFFILIATES. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Chapters and the affiliate organizations are 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. 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 applicable Forms 990 have not been subject to examination by the Internal Revenue Service or the state of Florida for the last three years. CHS does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. CHS recognizes interest and/or penalties related to income tax matters in income tax expense. CHS did not have any amounts accrued for interest and penalties at December 31, 2022 and 2021. true Emergency Employee Funds 31 36696 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Emergency Employee Funds are paid to eligible employees through payroll. X true true X X X X X true true false false false false false false false Andrew Molosky PRESIDENT/CEO/Chair (through 9/2022)/Vice Chair (starting 9/2022) 717850 0 250132 0 534866 0 688375 0 46181 0 2237403 0 250000 0 Paola Delp Chief Business Development Officer 397823 0 98000 0 205215 0 243991 0 16661 0 961689 0 98000 0 DEAN FORMAN Chief Operating Officer 397006 0 58000 0 73470 0 9150 0 2863 0 540489 0 58000 0 Tara Friedman Chief Medical Officer 136396 0 30000 0 2565 0 904 0 4795 0 174660 0 0 0 CHARLES O LEE Chief Admin Officer/Pres of Hospice (starting 9/2022) 128472 395253 355 193125 3051 3606 13136 58965 8926 40067 153941 691017 0 0 David J O'Neil Enterprise Chief Financial Officer 480786 0 72000 0 226325 0 228558 0 48432 0 1056101 0 72000 0 Nicole Romence Chief People Officer 305000 0 10000 0 10861 0 145995 0 2476 0 474332 0 0 0 Sharon P Saucier Chief Clinical & Compliance Officer (through 4/2022) 62258 0 0 0 329889 0 2039 0 13938 0 408124 0 0 0 Ronald S Schonwetter MD Chief Medical Officer (through 2/2022) 173658 0 77000 0 80456 0 1500 0 4932 0 337547 0 77000 0 MICHAEL SHAPIRO Chief Medical Officer - Hospice (Starting 4/2022) 91550 299814 0 82387 360 0 1662 6910 9296 38656 102868 427767 0 0 Sheri Strobel Amateau Chief Information Officer 270844 0 40000 0 8875 0 132253 0 3952 0 455925 0 40000 0 TODD WEBB CHIEF FINANCIAL OFFICER (starting 4/2022) 84613 245993 0 115692 2379 4056 13115 55138 8484 35670 108591 456549 0 0 RHONDA G WHITE Chief Compliance Officer (4/2022-12/2022), Chief Operating Officer (Starting 12/2022) 78853 256925 0 126098 2259 4056 17197 82065 3091 14752 101400 483896 0 0 Valerie Zolman Chief Compliance Officer (starting 12/2022) 52569 163600 142 71721 0 0 7050 31474 5985 26718 65746 293513 0 0 Ursula Cutler Senior Vice President, Sales and Marketing 63661 142365 0 25000 0 0 2544 6688 4881 12831 71085 186884 0 0 Jason D'Auria VP of Operations 49940 136026 15000 25000 23 0 623 3146 3485 19756 69070 183928 0 0 Marwa El-Menshawi Assistant Chief Medical Officer 70711 210533 0 59094 0 0 1583 6765 343 0 72638 276392 0 0 Dr Christina Sara Philip Hospice Access Physician 258896 0 9109 0 1320 0 3477 0 15878 0 288680 0 0 0 STEWART Wayne STEIN MD Vice President, Medical Services 313913 0 7500 0 5934 0 80135 0 18770 0 426252 0 7500 0 Schedule J, Part I, Line 1a Health or social club dues or initiation fees The organization pays for the president/ceo to be a member of the centre club to cultivate prospective donors and for other business purposes. The use of this membership is business related and therefore the related benefit has not been included in the recipient's taxable compensation. Schedule J, Part I, Line 4a Severance or change-of-control payment DURING THE YEAR, CHS PAID SEVERANCE TO: SHARON SAUCIER $183,185 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan CHS HAS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN WHICH SOME OF THE INTERESTED PERSONS PARTICIPATE. DURING THE YEAR, THE FOLLOWING PAYMENTS WERE MADE BY CHS INTO THE SERP PLANS OF THE PARTICIPANTS: A.Molosky $315,306 D.O'Neil $106,294 P.Delp $104,287 S.Strobel $46,897 N.Romence $47,250 A City of Temple Terrace Florida 596000439 2017-03-23 19365900 TO REFUND THE OUTSTANDING BALANCES OF THE SERIES 2003, SERIES 2004, AND SERIES 2010 BONDS. false false false A 8616300 0 19365900 0 0 0 0 0 0 0 19365900 0 2017 true false true true A false false false false 0.0 0.0 0.0 false false true A false false false true true false false false true A true Schedule K, Part IV, Line 2c COLUMN A Issuer name: City of Temple Terrace, Florida The calculation for computing no rebate due was performed on 03/23/2022 JOHN C O'NEIL FAMILY MEMBER OF DAVID O'NEIL, CFO 88441 Salary and Benefits false Form 990, Part III, Line 4a PROGRAM SERVICE ACCOMPLISHMENTS (continued from part iii) Chapters Health System provides significant management duties, including without limitation, financial and accounting services, human resources, legal and marketing services, information technology services, to its subsidiaries and wholly owned LLC's via a written Management Agreement. The amount of these services is reflected in the statement of revenue as Shared Services Revenue Management Fee Income. B. LifePath Hospice, Inc. LifePath Hospice is a Medicare-certified agency that provides end-of-life care in Hillsborough County, Florida. During the year, LifePath Hospice served 6,781 patients in its community. Lifepath Hospice maintains 75% market share in Hillsborough County as they are one of two hospice providers. The company has 128 trained volunteers whose donated time is valued at $256,322. LifePath Hospice provided $2,547,000 in charity care during the year. C. Good Shepherd Hospice, Inc. Good Shepherd Hospice is a Medicare-certified agency that provides end-of-life care in Polk, Highlands, Monroe, and Hardee counties in Florida. During the year, Good Shepherd Hospice served 3,393 patients in its communities. Good Shepherd Hospice maintains 48% market share in Polk and Hardee counties. The company has 55 trained volunteers whose donated time is valued at $111,825. Good Shepherd Hospice provided $1.001M in charity care during the year. D. Hernando-Pasco Hospice, Inc. Hernando-Pasco Hospice is a Medicare-certified agency that provides end-of-life care in Hernando, Pasco, Citrus, and Alachua counties in Florida. Hernando-Pasco Hospice also provides home health services in Pasco and Pinellas counties. During the year, Hernando-Pasco Hospice served 4,704 patients in its communities. Hernando-Pasco Hospice maintains 48% market share in Hernando, Pasco, and Citrus counties. The company has 126 trained volunteers whose donated time is valued at $151,817. Hernando-Pasco Hospice provided $1.05M in charity care during the year. E. Hospice of Okeechobee, Inc. Hospice of Okeechobee, Inc. provides hospice services that relieve the suffering of persons residing in its communities affected by life-limiting illnesses and end-of-life issues so all may live as fully and comfortably as possible. During the year, Hospice of Okeechobee, Inc. served 183 patients in its communities. The company has 17 trained volunteers. Hospice of Okeechobee, Inc. provided $117,000 in charity care during the year. F. Cornerstone Hospice & Palliative Care, Inc. Provides hospice services that relieve the suffering of persons residing in its communities affected by life-limiting illnesses and end-of-life issues so all may live as fully and comfortably as possible. During the year, Cornerstone Hospice and Palliative Care Inc. served 112,085 patients in its communities and provided $323,593 in charity care during the year. G. Chapters Health Palliative Care, LLC. Chapters Health Palliative Care provides pain and palliative care consults in hospitals and other facilities in Hillsborough and Polk counties. During the year, Chapters Health Palliative Care provided 1,885 patient visits, which included 822 new palliative care consults. H. Chapters Health Pharmacy, LLC Chapters Health Pharmacy is a not-for-profit subsidiary that provides medications for the hospice affiliates. Chapters Health Pharmacy improved staff efficiency with electronic medication orders, filling 140,973 prescriptions during the year. Chapters Health Pharmacy provides free delivery of medications for hospice patients, at a cost of more than $940,000. I. Chapters Health Staffing, LLC. Chapters Health Staffing operates a licensed health care services pool. This company provides temporary staffing of healthcare personnel to other Chapters Health System subsidiaries and enables Chapters Health System to centralize the management of clinical staff whose duties cross between multiple subsidiaries. Chapters Health Staffing staff includes physicians, nurses, respiratory therapists and managers for the oncology program, medical staff and infusion services. J. Chapters Health Foundation The Chapters Health Foundation is the fundraising entity of Chapters Health System. Through community events and fundraising activities, the Foundation raises funds to support the unfunded programs of LifePath Hospice, Good Shepherd Hospice, Hernando Pasco Hospice, Hospice of Okeechobee, Chapters Palliative Care, and Home Care services which include charity care, community grief support and medical student education. During the year, a total of 12,573 donors contributed $4.304M to the Chapters Heath Foundation through capital campaigns, memorials, realized planned gifts, special events and other gifts. Form 990, Part III, Line 1 ORGANIZATION'S MISSION (CONTINUED FROM PART III) CHS ALSO WORKS TO PROMOTE AN UNDERSTANDING OF THE NEEDS OF PERSONS WITH SERIOUS OR LIFE-LIMITING ILLNESSES AS WELL AS THE NEEDS OF ITS FAMILIES AND CAREGIVERS. CHS PROVIDES SIGNIFICANT MANAGEMENT DUTIES, INCLUDING WITHOUT LIMITATION, FINANCIAL AND ACCOUNTING SERVICES, HUMAN RESOURCES, LEGAL SERVICES, MARKETING SERVICES AND INFORMATION TECHNOLOGY SERVICES, TO ITS SUBSIDIARIES AND WHOLLY OWNED LLC'S VIA A WRITTEN MANAGEMENT AGREEMENT. Form 990, Part VI, Line 15b process to establish compensation of other employees the compensation of all other officers and key employees is determined by the president/ceo. the president/ceo uses COMPARABILITY DATA AND AN INDEPENDENT COMPENSATION CONSULTANT TO DETERMINE THE COMPENSATION. THE DECISIONS ARE DOCUMENTED IN EACH EMPLOYEE'S file. THIS PROCESS TOOK PLACE DURING THE YEAR. Form 990, Part VI, Line 1a Delegate broad authority to a committee THE EXECUTIVE COMMITTEE, MADE UP OF THE PRESIDENT AND CEO, CHAIRPERSON OF THE BOARD, VICE CHAIRPERSON OF THE BOARD, TREASURER OF THE BOARD, SECRETARY OF THE BOARD, IMMEDIATE PAST CHAIRPERSON OF THE BOARD AND NO FEWER THAN TWO ADDITIONAL ELECTED DIRECTORS AND/OR ELECTED DIRECTORS OF AFFILIATE BOARDS AS APPOINTED BY THE BOARD CHAIRPERSON, SHALL CARRY OUT THE WORK OF THE BOARD OF DIRECTORS BETWEEN MEETINGS AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR ITS ACTION. THE EXECUTIVE COMMITTEE SHALL HAVE ALL THE AUTHORITY OF THE BOARD OF DIRECTORS except that the Executive Committee is not authorized to: (1) recommend actions or proposals required to be approved by Board members; (2) fill vacancies on the Board or any committee thereof; or (3) adopt, amend, supplement, restate, repeal, or rescind these Bylaws. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons David J. O'Neil, Andrew Molosky and Paola Delp - Business relationship Form 990, Part VI, Line 4 Significant changes to organizational documents Effective April 1, 2022, Chapters Health System, Inc. amended Article V, Section 3B such that the the Board shall include eight (8) individuals elected by the Board in its discretion from among individuals presented for consideration by Cornerstone Hospice & Palliative Care, Inc. Form 990, Part VI, Line 11b Review of form 990 by governing body Chapters Health System, Inc. retains an independent tax advisor to assist management in the preparation and review of its IRS Form 990. Prior to filing the return, management and the independent tax advisor review the return and all required schedules with the Compensation Committee of the Board of Directors. The Compensation Committee is composed of independent directors of the Company. Upon completion of its review, the Compensation Committee recommends to the Executive Committee of the Board of Directors that management be authorized to sign and file the return. Under the Company's bylaws the Executive Committee has the authority to take this action on behalf of the Board of Directors. A COMPLETE copy of the Form 990 is provided to the full board prior to filing with the IRS and the Executive Committee reports its activities to the Board of Directors on a quarterly basis. Form 990, Part VI, Line 12c Conflict of interest policy Annually, each officer, director and key employee signs an acknowledgement and disclosure form attesting that they have read the Conflict of Interest Policy and agreeing to comply fully with its terms and conditions during their services with Chapters Health System, Inc. They further agree that if, at any time subsequent to the submission of the disclosure form, they become aware of any actual or potential conflict of interest or the information previously submitted becomes inaccurate or incomplete, they will promptly notify the CHS Board of Directors or the President and CEO of Chapters Health System, Inc. DETERMINATION OF AND REMEDIES FOR CONFLICTS OF INTEREST 1. Disclosure. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of his or her financial interest and must be given the opportunity to disclose all material facts to the Directors (and members of committees) considering the proposed transaction or arrangement. The disclosure shall be made as soon as practicable following the realization by the interested person that an actual or possible conflict of interest exists. Ordinarily, disclosures by interested persons should be to the Chairperson of the Board. When an actual or possible conflict of interest becomes apparent in the course of a Board meeting (or committee meeting), the interested person shall immediately disclose his or her financial interest and related material facts to the presiding Director or officer at such meeting. 2. Determining Whether a Conflict of Interest Exists. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, the interested person shall leave the Board (or committee) meeting while the determination of a conflict of interest is discussed and voted upon. The remaining Board (or committee) members shall decide if a conflict of interest exists. 3.Procedures for Addressing the Conflict of Interest. (a) An interested person who has a conflict of interest may make a presentation at the Board (or committee) meeting, but after such presentation, he or she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement that result in the conflict of interest. The interested person who has a conflict of interest will not be counted as present for determining a majority with respect to the vote on the transaction or arrangement that results in the conflict of interest. (b) The Chairperson of the Board (or committee) shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. (c) After exercising due diligence, the Board (or Committee) shall determine whether Chapters Health System can obtain a more advantageous transaction or arrangement with reasonable efforts from a person or business entity that would not give rise to a conflict of interest. (d)If a more advantageous transaction or arrangement is not reasonably attainable under circumstances that would not give rise to a conflict of interest, the Board (or committee) shall determine by a majority vote of the disinterested Directors (or committee members) whether the transaction or arrangement is in CHS's best interest and for its own benefit and whether the transaction is fair and reasonable to CHS and shall make its decision as to whether to enter into the transaction or arrangement in conformity with such determination. Violations of the Conflicts of Interest Policy (a) If the Board (or committee) has reasonable cause to believe that an interested person has failed to disclose actual or possible conflicts of interest, it shall inform the interested person of the basis for such belief and afford the interested person an opportunity to explain the alleged failure to disclose. (b) If, after hearing the response of the interested person and making such further investigation as may be warranted under the circumstances, the Board (or committee) determines that the interested person has in fact failed to disclose an actual or possible conflict of interest, it shall take such action as it determines to be appropriate, including corrective and disciplinary action. RECORD OF PROCEEDINGS The minutes of the Board (and each committee) shall contain: 1. The name of each person who disclosed or otherwise was found to have a financial interest in connection with an actual or possible conflict of interest, the nature of the financial interest, any action taken to determine whether a conflict of interest was present, and the Board's (or committee's) decision as to whether a conflict of interest in fact existed. 2. The names of the persons who were present for discussions and votes relating to the transaction or arrangement, the content of the discussion, including any alternatives to the proposed transaction or arrangement, and a record of any votes taken in connection therewith. PERIODIC REVIEWS To ensure that CHS operates in a manner consistent with its charitable purposes and that it does not engage in activities that could jeopardize its status as an organization exempt from federal income tax, periodic reviews shall be conducted. CHS may, but need not, use an outside advisor to conduct a periodic review. The periodic review shall include, at a minimum, the following subjects: 1. Whether compensation arrangements and benefits are reasonable and are the results of arm's-length bargaining. 2. Whether agreements to provide health care and agreements with other health care providers, employees and third party payers further CHS's charitable purposes and do not result in private inurement or impermissible private benefit. Form 990, Part VI, Line 15a Process to establish compensation of top management official The organization engaged an independent compensation consultant to assist in establishing a Compensation Charter that details the organization's procedures for setting compensation of the President/CEO and all other officers and key employees of the organization. The Compensation Charter established the Compensation Committee, the independent body responsible for establishing the compensation of the President/CEO. The Compensation Committee relies on a recent compensation study performed by an independent compensation consultant, which is done on an annual basis, that provides compensation data for similarly qualified persons in comparable organizations to support its decision-making process and reports its activities to the Board of Directors at the next regularly scheduled meeting. The Compensation Committee adequately documents its compensation determinations in the meeting minutes on a timely basis. THIS PROCESS TOOK PLACE DURING THE YEAR. Form 990, Part VI, Line 19 Required documents available to the public The organization's articles of incorporation are filed with and viewable by the public at the official website of the Florida Department of State, Division of Corporations. The organization's Bylaws and conflict of interest policy are not made available to the public. Unaudited financial statements of the organization are filed and viewable by the public at the official website of the State of Florida, Division of Consumer Services. The organization is required to file its audited consolidated financial statements and other financial information with its annual Medicare cost report. This information is subject to a public records request. In addition, the organization reports its financial performance each year in its Annual Report, copies of which are available to the public upon request. Form 990, Part VIII, Line 2f Other Program Service Revenue Mgmt fee incom - Total Revenue: 651307, Related or Exempt Function Revenue: 651307, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Allcare Medical of Florida - Total Revenue: 2485290, Related or Exempt Function Revenue: 2485290, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in value of split interest agreement - 1316604; Net Asset Transfer - -12541211; Conversion of Net Assets of Subsidiary - -1186335; Non controlling interest - -11263; Change in investment in affiliate - -1052195; CHAPTERS HEALTH PALLIATIVE CARE LLC 12470 TELECOM DRIVE SUITE 301 TEMPLE TERRACE FL 33637 205620723 PALLIATIVE FL 480589 0 CHAPTERS HEALTH SYSTEM INC CHAPTERS HEALTH PHARMACY LLC 12470 TELECOM DRIVE SUITE 301 TEMPLE TERRACE FL 33637 208607458 PHARMACY FL 6925687 1401822 CHAPTERS HEALTH SYSTEM INC CHAPTERS HEALTH STAFFING LLC 12470 TELECOM DRIVE SUITE 301 TEMPLE TERRACE FL 33637 264146328 STAFFING FL 18096241 0 CHAPTERS HEALTH SYSTEM INC Allcare Medical of Florida LLC 3500 King Street Tampa FL 32926 463626920 Medical Services FL 1735965 30 CHAPTERS HEALTH SYSTEM INC LIFEPATH HOSPICE INC 12470 TELECOM DRIVE SUITE 301 TEMPLE TERRACE FL 33637 205276870 HOSPICE CARE FL 501(c)(3) 10 CHAPTERS HEALTH SYSTEM INC true GOOD SHEPHERD HOSPICE INC 12470 TELECOM DRIVE SUITE 301 TEMPLE TERRACE FL 33637 205276923 HOSPICE CARE FL 501(c)(3) 10 CHAPTERS HEALTH SYSTEM INC true CHAPTERS HEALTH HOME CONNECT INC 12470 TELECOM DRIVE SUITE 301 TEMPLE TERRACE FL 33637 275158323 LONG-TERM CARE FL 501(c)(3) 10 CHAPTERS HEALTH SYSTEM INC true Chapters Health Foundation Inc 12470 TELECOM DRIVE SUITE 301 TEMPLE TERRACE FL 33637 593467282 Foundation FL 501(c)(3) 7 CHAPTERS HEALTH SYSTEM INC true HERNANDO PASCO HOSPICE INC 12470 TELECOM DRIVE SUITE 301 TEMPLE TERRACE FL 33637 592217929 HOSPICE CARE FL 501(c)(3) 10 CHAPTERS HEALTH SYSTEM INC true Hospice of Okeechobee Inc 12470 TELECOM DRIVE SUITE 301 TEMPLE TERRACE FL 33637 592831397 Hospice Care FL 501(c)(3) 7 Chapters Health System Inc true Cornerstone Hospice and Palliative Care Inc 12470 TELECOM DRIVE SUITE 301 TEMPLE TERRACE FL 33637 592330114 Hospice Care FL 501(c)(3) 10 Chapters Health System Inc true Cornerstone Health Services Inc 12470 TELECOM DRIVE SUITE 301 TEMPLE TERRACE FL 33637 611798762 Palliative Care FL 501(c)(3) 10 Chapters Health System Inc true Assurity DCE 3535 LITTLE ROAD TRINITY FL 34655 850951162 Medical Services FL NA N/A false false CHAPTERS CARENU INC 12470 TELECOM DRIVE SUITE 301 TEMPLE TERRACE FL 33637 850850926 POPULATION HEALTH FL CHAPTERS HEALTH SYSTEM INC C Corporation 0 0 0.78 true SECUR INC 4200 WEST CYPRESS STREET SUITE 690 TAMPA FL 33607 881837830 POPULATION HEALTH FL NA C Corporation true true false true true true false false false false true false true false false true false true true true GOOD SHEPHERD HOSPICE INC A 1363725 FMV HERNANDO PASCO HOSPICE Inc A 1223201 FMV LIFEPATH HOSPICE INC A 1069654 FMV GOOD SHEPHERD HOSPICE INC L 4010425 FMV HERNANDO PASCO HOSPICE Inc L 5281668 FMV HOSPICE OF OKEECHOBEE INC L 297183 FMV LIFEPATH HOSPICE INC L 8729334 FMV CHAPTERS HEALTH FOUNDATION INC Q 300000 FMV GOOD SHEPHERD HOSPICE INC Q 2356522 FMV HERNANDO PASCO HOSPICE Inc Q 10657106 FMV HOSPICE OF OKEECHOBEE INC Q 299748 FMV LIFEPATH HOSPICE INC Q 22158339 FMV HOSPICE OF OKEECHOBEE INC A 56821 FMV Cornerstone Hospice and Palliative Care Inc Q 681226 FMV CHAPTERS CARENU INC D 300000 Actual