2023-11-14T13:35:16-06:00 2022-12-31 440160260 FORVIS LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2022-01-01 592249372 GENESIS HEALTH DEVELOPMENT INC GENE 9043457600 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 322164252 J BRITTON TABOR CFO 9043457600 2023-11-14 1 J BRITTON TABOR 999009999 1 AMY BIBBY P00445891 8282542254 2023-11-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BROOKS HEALTH DEVELOPMENT J BRITTON TABOR 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 322164252 39549342 0 X WWW.BROOKSREHAB.ORG X 1983 FL TO ADVANCE THE HEALTH AND WELL-BEING OF PERSONS REQURING REHABILITATION THROUGH SUPERIOR OUTCOMES, SERVICE, EDUCATION, AND RESEARCH. 6 3 615 0 0 0 340290 3100 33099993 35983116 1837404 1785908 1855111 1775713 37132798 39547837 0 0 0 0 31971870 31601790 0 0 0 4637911 6391107 36609781 37992897 523017 1554940 25745528 40056632 25602522 38358686 143006 1697946 X TO ADVANCE THE HEALTH AND WELL-BEING OF PERSONS REQUIRING REHABILITATION THROUGH SUPERIOR OUTCOMES, SERVICE, EDUCATION, AND RESEARCH. 0 0 31476919 35983116 BROOKS REHABILITATION INCLUDES A NETWORK OF OUTPATIENT CLINICS LOCATED THROUGHOUT JACKSONVILLE, NORTH TAMPA AND ORLANDO FLORIDA. BROOKS' CLINICIANS ARE HIGHLY TRAINED TO PROVIDE EXCEPTIONAL PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES. THE COMBINATION OF EVIDENCED-BASED PRACTICE AND INNOVATIVE TECHNOLOGY ALLOWS BROOKS TO TREAT THE MOST COMPLEX AND UNIQUE CASES. THE CLINICS INCLUDE A VARIETY OF HIGHLY SPECIALIZED CLINICS, SUCH AS A MOTION ANALYSIS CENTER, CENTER FOR SPORTS THERAPY, PEDIATRIC CENTERS, NEURO RECOVERY CENTER, CENTER FOR LOW VISION, AND BALANCE CENTER. EXPERTS TREAT SPORTS INJURIES, BACK PAIN, STROKE, SPINAL CORD INJURIES, PARKINSON'S, MS, ALS, AUTISM, CEREBRAL PALSY, DEVELOPMENTAL DISABILITY, MOBILITY DISORDERS, ARTHRITIS, DOWNS' SYNDROME, AS WELL AS OTHER CONDITIONS.SPECIALTIES INCLUDE NEUROLOGICAL, GERIATRICS, ORTHOPEDICS, PEDIATRICS, SPORTS THERAPY, WOMEN'S HEALTH, VESTIBULAR PROBLEMS, LOW VISION AND MOBILE THERAPY.THE BROOKS MOTION ANALYSIS CENTER (MAC) IS A SPECIALIZED CLINICAL AND RESEARCH ASSESSMENT FACILITY FOCUSED ON GAIT AND MOVEMENT IMPAIRMENTS IN PEOPLE OF ALL AGES. THROUGH THE USE OF INNOVATIVE TECHNOLOGY, CLINICAL EXAMINATION, AND BIOMECHANICAL ANALYSIS, THE PURPOSE IS TO ADVANCE REHABILITATION SCIENCE AND CLINICAL PRACTICE LEADING TO IMPROVED RECOVERY AND PERFORMANCE IN INDIVIDUALS WITH NEUROLOGIC AND ORTHOPEDIC IMPAIRMENTS. THIS PROGRAM IS ONE OF MANY OFFERED AS COMMUNITY SERVICE BY BROOKS REHABILITATION.BROOKS CENTER FOR SPORTS THERAPY (CST) PROVIDES SPECIALIZED ATHLETIC REHABILITATION FOR ATHLETES RANGING FROM CASUAL TO HIGHLY COMPETITIVE. BROOKS IS THE OFFICIAL REHABILITATION PROVIDER FOR THE UNIVERSITY OF NORTH FLORIDA'S ATHLETIC PROGRAM. ATHLETES CAN BE TREATED AT THE CENTER FOR SPORTS THERAPY, OR AT ANOTHER OF THE CONVENIENT LOCATIONS. BROOKS ALSO OFFERS EDUCATIONAL PROGRAMS TO TEACH ATHLETES HOW TO REDUCE THEIR CHANCES OF INJURY. TRANSPORTATION IS PROVIDED TO PATIENTS WITH DISABILITIES TO AND FROM OUTPATIENT CENTERS FOR THOSE WHO QUALIFY FOR CHARITY CARE. THIS SERVICE IS FUNDED BY BROOKS COMMUNITY HEALTH, AND IS AVAILABLE FIVE DAYS A WEEK. IN 2021, THERE WERE 302,205 PATIENT VISITS AT THE CLINIC LOCATIONS, PROVIDING APPROXIMATELY 6,847,724 UNITS OF SERVICE. 31476919 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 615 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X J BRITTON TABOR 9043457600 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 X DOUGLAS M BAER CHAIRMAN/CEO 1.00 51.00 X X 0 2402243 64171 DANIEL R CURRAN BOARD MEMBER/SECR. TREAS. 1.00 51.00 X X 0 438079 19155 J BRITTON TABOR BOARD MEMBER/SECR. TREAS. 1.00 51.00 X X 0 403908 7624 BRUCE M JOHNSON BOARD MEMBER 1.00 5.00 X 0 46500 0 HOWARD C SERKIN BOARD MEMBER 1.00 5.00 X 0 38400 0 ERIC MANN BOARD MEMBER 1.00 4.00 X 29700 0 0 ANN LEINENWEVER VP OUTPATIENT 40.00 X 172307 0 27862 JEREMY MONTZ VP OPERATIONS 40.00 X 179905 0 9280 JAQUELINE OETJEN EXECUTIVE DIRECTOR OP 40.00 X 152611 0 22331 THOMAS LANGER REGIONAL DIRECTOR OUTPATIENT 40.00 X 113218 0 16647 647741 3329130 167070 4 0 1 0 MEDIA COUNSELORS 7700 N KENDALL DR 1 MIAMI FL 33156 MEDIA CONSULTANTS 709130 HANDS ON TECHNOLOGY INC 1 EAST OAK HILL DR WESTMOUNT IL 60559 I.T. TECHNOLOGY 185955 2 X 3100 3100 NET PATIENT SERVICE 621400 20754727 20754727 CONTRACT SERVICES 621400 12683444 12683444 PASSTHROUGH INCOME 621400 1866534 1866534 COMMUNITY PROGRAM SERVICES 621990 678411 678411 35983116 1787413 1787413 1505 -1505 -1505 -1505 OTHER REVENUE 900099 1775713 1775713 1775713 39547837 35983116 0 3561621 29700 25276 4424 26135954 22242787 3893167 1005937 834928 171009 2483228 2129220 354008 1946971 1715839 231132 59300 22641 36659 14004 14004 2909356 2909356 1278066 598065 680001 673953 636857 37096 1417591 1017333 400258 39692 35069 4623 2995841 2891862 103979 271724 244766 26958 55334 42912 12422 344787 306860 37927 1711287 1266352 444935 138935 138935 AFFILIATE MGMT FEES 3816935 3816935 MEDICAL SUPPLIES 150302 150302 DUES AND LICENSES 141879 82085 59794 OTHER 62371 62371 -9690250 -2967541 -6722709 37992897 31476919 6515978 0 X 2099427 3975331 2447824 5632674 363893 398829 22832451 9272938 6098708 13559513 8355165 8218605 1274422 1092361 5106089 7179319 25745528 40056632 3891028 3837705 16884503 27691199 4826991 6829782 25602522 38358686 X 143006 1697946 143006 1697946 25745528 40056632 1554940 0 X X 0 1 X 1 0 X 217304 336402 38085 340290 3100 935181 27113396 30334476 30301113 33099993 35983116 156832094 27330700 30670878 30339198 33440283 35986216 157767275 0 0 0 157767275 1838960 1738156 1841856 1837404 1787413 9043789 1838960 1738156 1841856 1837404 1787413 9043789 1814908 2043059 1625418 1855111 1774208 9112704 30984568 34452093 33806472 37132798 39547837 175923768 0.89680 0.89140 0.05140 0.05770 X 422819 114097 308722 6736403 3369572 3366831 8406197 5726553 2679644 7267032 62716 7204316 13559513 INVESTMENT IN HB REHABILITATIVE SERVICES 4452253 C INVESTMENT IN HB REHABILITATIVE SERVICES OUTPATIENT 1307601 C INVESTMENT IN HALIFAX DELTONA 53852 C PROJECT FUND 2404899 C 8218605 DEPOSITS 152683 OPERATING LEASE RIGHT OF USE 6540998 DUE FROM AFFLIATES 485638 7179319 OPERATING LEASE LIABILITY 6829782 6829782 X PART X, LINE 2: THE ORGANIZATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF GENESIS HEALTH, INC. INCLUDING CORPORATE PARENT AND SUBSIDIARIES. THE FOLLOWING DISCLOSURE APPLIES TO THE SYSTEM AS A WHOLE: GENESIS HEALTH IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. 0 0 0 0 0 1 1 0 0 DOUGLAS M BAER CHAIRMAN/CEO 0 2398382 0 0 0 3861 0 47500 0 16671 0 2466414 0 0 DANIEL R CURRAN BOARD MEMBER/SECR. TREAS. 0 436595 0 0 0 1484 0 13223 0 5932 0 457234 0 0 J BRITTON TABOR BOARD MEMBER/SECR. TREAS. 0 400344 0 0 0 3564 0 0 0 7624 0 411532 0 0 ANN LEINENWEVER VP OUTPATIENT 171962 0 0 0 345 0 20196 0 7666 0 200169 0 0 0 JEREMY MONTZ VP OPERATIONS 179685 0 0 0 220 0 9280 0 0 0 189185 0 0 0 JAQUELINE OETJEN EXECUTIVE DIRECTOR OP 152402 0 0 0 209 0 14665 0 7666 0 174942 0 0 0 PART I, LINE 6 GENESIS HEALTH, INC., THE SOLE MEMBER OF THE COMPANY HAS A SUCCESS SHARING PLAN THAT INCLUDES MOST EMPLOYEES. PAYMENT IS CALCULATED AS A PERCENTAGE OF COMPENSATION AND IS TRIGGERED BY MEETING SPECIFIC OPERATIONAL AND FINANCIAL GOALS. PART I, LINE 3: THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS DIRECTLY. CERTAIN BOARD MEMBERS AND MANAGEMENT OFFICIALS ARE COMPENSATED BY GENESIS HEALTH, INC., THE SOLE MEMBER. THE BOARD OF GENESIS HEALTH, INC. SYSTEM USES THE FOLLOWING METHODS TO DETERMINE EXECUTIVE COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION STUDY OR SURVEY - APPROVAL BY COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS GENESIS HEALTH, INC. (DOING BUSINESS AS BROOKS HEALTH SYSTEM), A FLORIDA NOT-FOR-PROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE AFFAIRS OF THE ORGANIZATION ARE GOVERNED BY A BOARD OF DIRECTORS COMPOSED OF NO LESS THAN THREE AND NO MORE THAN TWENTY-FIVE MEMBERS, THE EXACT NUMBER OF DIRECTORS TO BE SPECIFIED IN THE BYLAWS OF THE ORGANIZATION. THE DIRECTORS ARE DESIGNATED BY THE SOLE MEMBER OF THE ORGANIZATION. SEE THE RESPONSE TO LINE 6 ABOVE. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS SHALL NOT, WITHOUT PRIOR APPROVAL OF THE SOLE MEMBER OF THE ORGANIZATION: - APPROVE ANY ANNUAL OR LONG-TERM CAPITAL AND OPERATIONAL BUDGETS OR ANY CHANGES THEREIN EXCEEDING FIVE PERCENT OF THE TOTAL ORIGINAL BUDGET - APPROVE ANY NEW, OR ANY CHANGES TO EXISTING LONG-TERM OR MASTER INSTITUTIONAL PLANS OF THE ORGANIZATION - ENGAGE IN, OR ENTER INTO ANY AGREEMENT PROVIDING FOR, ANY TRANSACTION REQUIRING A CERTIFICATE OF NEED - APPROVE A PLAN OF DISSOLUTION OF THE ORGANIZATION - AGREE TO ANY CONTRACT OR ENGAGE IN ANY TRANSACTION WHERE THE AMOUNT INVOLVED EXCEEDS $100,000 - APPROVE A PLAN OF MERGER OR CONSOLIDATION OF THE ORGANIZATION WITH ANOTHER ORGANIZATION - ORGANIZE OR ACQUIRE, OR AUTHORIZE OR APPROVE THE ORGANIZATION OR ACQUISITION OF, ANY SUBSIDIARY OR AFFILIATE OF THE ORGANIZATION FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY MANAGEMENT. THE FORM WAS REVIEWED INTERNALLY AND THEN PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW. THE AUDIT COMMITTEE THEN PREPARED A SUMMARY THAT WAS PRESENTED TO THE BOARD OF DIRECTORS ALONG WITH THE FORM 990 PRIOR TO FILING. FORM 990 WAS PROVIDED FOR THE REVIEW OF THE ENTITY BOARD AS WELL AS THE BOARD OF THE SOLE MEMBER. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR BOARD MEMBERS ARE REQUIRED TO COMPLETE A FORM THAT WILL DISCLOSE ANY RELATIONSHIPS THAT MAY CREATE A CONFLICT OF INTEREST. THE FORMS ARE REVIEWED BY MANAGEMENT AND ANY CONCERNS ARE REFERRED TO THE BOARD IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 GENESIS HEALTH USES AN OUTSIDE CONSULTANT FOR ALL OFFICER, EXECUTIVE, AND TOP MANAGEMENT OFFICIAL COMPENSATION DECISIONS. THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS MUST APPROVE ANY AND ALL DECISIONS REGARDING EXECUTIVE PAY. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST. ADDITIONALLY, RECENT FILINGS OF THE FORM ARE AVAILABLE ON GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, LINE 1: THE ORGANIZATION IS A SUBSIDIARY OF GENESIS HEALTH, INC., A 501(C)(3) ORGANIZATION. THE BOARD OF DIRECTORS OF THIS ORGANIZATION FAILS TO HAVE A MAJORITY OF INDEPENDENT BOARD MEMBERS PER THE DEFINITION PROVIDED BY THE IRS. PLEASE NOTE, HOWEVER, THAT THE SOLE MEMBER ORGANIZATION HAS A MAJORITY INDEPENDENT BOARD OF DIRECTORS, AND THROUGH ITS MEMBERSHIP PROVIDES GOVERNANCE OVERSIGHT OVER THE FILING ORGANIZATION. PLEASE SEE THE RESPONSES TO FORM 990, PART VI, LINES 6 THROUGH 7B FOR DETAILS ON THE SOLE MEMBER AND ITS AUTHORITY. FORM 990, PART X, LINE 20: TAX EXEMPT BONDS: AMOUNTS PRESENTED ON LINE 3 AND LINE 4 ARE AN ALLOCATION OF INVESTMENT INCOME BASED ON INVESTMENTS HELD BY THE SOLE MEMBER. FORM 990, PART X, LINE 20: TAX EXEMPT BONDS: THE ORGANIZATION REPORTS ON ITS BALANCE SHEET AN ALLOCATION OF PRIVATE ISSUE TAX-EXEMPT DEBT A SERIES 2010 ISSUE REPORTED IN FULL ON THE SCHEDULE K OF BROOKS HOME CARE ADVANTAGE, A RELATED ORGANIZATION. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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