2025-05-15T10:31:20+00:00 2024-06-30 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2023-07-01 592142859 SHANDS JACKSONVILLE MEDICAL CENTER INC SHAN 9042440411 655 West 8th Street Jacksonville FL 32209 Russell Armistead CEO 2025-05-15 true BRITTNEY KOCAJ P01320603 9542028600 2025-05-15 2023 2025-03-06 01:10:19Z UF HEALTH JACKSONVILLE Patrick Green CEO 655 West 8th Street Jacksonville FL 32209 1138542803 false X UFHEALTHJAX.ORG X 1981 FL The mission at Shands Jacksonville Medical Center, Inc. ("SJMC") is to heal, comfort, educate and discover. We dedicate our work to improving the lives of our patients, and the community, through innovations in healthcare. 9 3 6572 277 56959 0 34039919 25438470 862848650 1091207649 6362997 6704523 12862625 14707689 916114191 1138058331 44275070 86362571 0 439716848 462943855 0 0 486746129 550326185 970738047 1099632611 -54623856 38425720 1029728546 1118439800 803329111 853653063 226399435 264786737 The mission at Shands Jacksonville Medical Center, Inc. is to heal, to comfort, to educate and to discover. We dedicate our work to improving life through innovations in healthcare. Our commitment is to provide constant attention to the needs of our patients, community and each other. false false 879149851 86362571 1103025419 SHANDS JACKSONVILLE MEDICAL CENTER, INC. PROVIDES QUALITY HEALTHCARE REGARDLESS OF RACE, CREED, SEX, NATIONAL ORIGIN, HANDICAP, AGE OR ABILITY TO PAY. ALTHOUGH REIMBURSEMENT FOR SERVICES RENDERED IS CRITICAL TO THE OPERATION AND STABILITY OF THE MEDICAL CENTER, IT IS RECOGNIZED THAT NOT ALL INDIVIDUALS POSSESS THE ABILITY TO PURCHASE THESE ESSENTIAL MEDICAL SERVICES. OUR MISSION IS TO SERVE THE COMMUNITY WITH RESPECT BY PROVIDING HEALTHCARE SERVICES AND HEALTH EDUCATION. THE FOLLOWING SERVICES AND ACTIVITIES ARE PROVIDED WHERE THE NEED AND AN INDIVIDUAL'S INABILITY TO PAY COEXIST: FREE CARE AND/OR SUBSIDIZED CARE, CARE PROVIDED TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS AT OR BELOW COST AND HEALTH ACTIVITIES AND PROGRAMS TO SUPPORT THE COMMUNITY. (CONTINUED IN SCHEDULE O) 879149851 true true false true false true true false false true false false true true true false true false false false false false false false false true true true false true true false false false false false false false false true false false false false false false true true false false false true 115 0 true 6572 true true true false false false false false false false false false false false X 9 3 true false false false true true true true true false false true true true true true true true true true true FL X Patricia Rausch 9042440411 655 WEST 8TH STREET JACKSONVILLE FL 32209 David R Nelson MD CHAIRMAN (THRU APRIL 2024) / DIRECTOR / SVP HEALTH AFFAIRS, UF 2.0 48.0 X X 0 1233849 57666 Gregory Miller MBA Director & Acting CEO (7/1/2023-7/10/2023) / EVP COO 40.0 10.0 X X 651825 0 32317 Patrick Green MBA FACHE DIRECTOR / CEO (BEG 7/10/2023) 47.5 2.5 X X 940662 0 8766 Stephen J Motew MD MHA FACS UF Health President and System CEO (Beg. April 2024) 2.0 50.0 X X 0 0 0 David Mann Director 0.5 0.5 X 0 0 0 David Vukich MD DIRECTOR (THRU JAN 2024) / CMO/UF DEAN FOR HOSP AFFAIRS (THRU JAN 2024) 2.0 48.0 X 0 520628 61596 Kelly Gray-Eurom MD Director / Chief Quality Officer 2.0 48.0 X 0 402568 39884 Kendall Spencer Director 0.5 0.5 X 0 0 0 LaRae C Brown MD Director / UF Health OBGYN 2.0 48.0 X 0 383079 39352 Linda R Edwards MD DIRECTOR / UF ASSOC PROFESSOR & DEAN 0.5 49.5 X 0 629888 66453 Marsha Powers Director 0.5 0.5 X 0 0 0 Salam O Salman MD DDS FACS Director (thru Jan 2024) / President, Faculty Council (thru Feb 2024) 0.5 50.0 X 0 433125 38027 Dean Cocchi MBA Treasurer / CFO 47.5 2.5 X 561346 0 38528 John Clontz Esq Asst. Secretary / Associate General Counsel 49.5 0.5 X 174523 0 18219 Jon DeBardeleben ESQ Secretary / VP Senior Counsel 47.5 2.5 X 284502 0 29973 Patricia Rausch Assistant Treasurer / Controller 49.5 0.5 X 230634 0 21682 Robert Templin ESQ Asst. Secretary / SR Associate General Counsel 49.5 0.5 X 184561 0 23705 Ann-Marie Knight VP Comm Engmnt / Chief Diversity Officer 50.0 0 X 251940 0 30859 Jennifer Nitschmann Interim VP Chief Nursing Officer (beg Dec 2023) 48.0 0 X 269804 0 16 Lesli A Ward VP Human Resources 48.0 2.0 X 0 408546 38379 Linda Lawson VP Chief Nursing Officer (April 2023 thru Dec 2023) 48.0 0 X 293216 0 26728 Patrice Jones VP Chief Nursing Officer (THRU APRIL 2023) 48.0 0 X 189509 0 11294 Robert A Hervey VP Real Estate and Facilities 40.0 0 X 281056 0 35664 Thanh Hogan VP Clinical Operations 48.0 0 X 344628 0 30947 Wayne A Marshall VP UFH North 48.0 0 X 365748 0 32077 Julie Simpson VP Assoc Communication & Mktng 40.0 0 X 226338 0 12286 Jun Santos Registered Nurse 40.0 0 X 223443 0 31871 Michele L Worley Coord Perioperative Serv Line 40.0 0 X 249062 0 29327 Robert Phillips Chief Technology Officer 40.0 0 X 269402 0 26305 Steven L Wylie VP Assoc. Business Development 40.0 0 X 267284 0 29680 Randall C Jenkins Former Secretary / SVP of General Council of Univ of FL 0.0 50.0 X 0 561881 51956 Russell E Armistead Jr MBA CEO (THRU 6/30/2023) 0.0 0.0 X 446624 0 20619 6706107 4573564 884176 586 true true false BATSON COOK DANIS JV 8860 Phillips Highway Jacksonville FL 32256 General Contractor 65701974 UF PR HOUSESTAFF 653-1 West 8th Street JACKSONVILLE FL 32209 MEDICAL STAFFING SERVICES 30474098 MORRISONS MANAGEMENT SPECIALISTS PO BOX 102289 ATLANTA GA 303682289 General Contractor 16536994 GENESISCARE USA OF FLORIDA LLC DBA Gulf Coast Urology 713 E Marion Ave Punta Gorda FL 33950 Medical Staffing Services 15023944 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 152516170 FOOD SERVICES 12964865 122 4063 413441 16932141 8088825 25438470 PATIENT SERVICE REVENUE 622110 1089770841 1089770841 Ancillary and Contract Services 622110 1436808 1436808 0 0 0 0 1091207649 6668420 6668420 2597863 2597863 0 2597863 2597863 36103 0 0 36103 36103 36103 719569 484472 235097 235097 LABORATORY REVENUE 621500 56959 56959 AFFILIATE IT SERVICES 900099 136336 136336 PARKING REVENUE 812930 596320 596320 11085114 11085114 0 0 11874729 1138058331 1103025419 56959 9537483 X 86362571 86362571 5831972 5831972 45492 45492 372815921 299679445 73136476 16215372 16137449 77923 40770798 40695276 75522 27264300 21629961 5634339 569463 569463 259500 259500 76107 76107 183263597 89623342 93640255 0 3467457 3378602 88855 14917211 8688402 6228809 8335924 5668428 2667496 24716669 16807335 7909334 697371 461058 236313 624821 380047 244774 20646296 14039481 6606815 49251426 33490970 15760456 4800900 4579748 221152 Medical Supplies 214599154 214077398 521756 AHCA Assessment 7999104 7999104 DPP assessment 11943758 11943758 Dues & Subscriptions 1205422 819687 385735 2952005 2642297 309708 0 1099632611 879149851 220482760 0 232866555 205415392 2977363 3091957 21262863 59547702 133826641 112967430 0 0 0 0 19700512 21363262 5171924 5515839 1115148982 574008667 448744053 541140315 0 0 2881778 165178635 166516125 1029728546 1118439800 206388061 151543511 15780330 2989379 913265 435492627 433392599 0 0 14068955 12905753 144390089 239117605 803329111 853653063 X 222830083 261217385 3569352 3569352 226399435 264786737 1029728546 1118439800 X 38425720 87510 -125928 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 76107 765863 76107 765863 879149851 3783235022 879225958 3784000885 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 93220 708495 740410 765863 2307988 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 X 1 5.56 0 1 0 1 false 0.0 0 true 0 54300 0 0 false 4642217 4642217 528915874 291094229 237821645 1579589 1461052 118537 333877461 275547642 58329819 246133841 5905744 240228097 541140315 DEPOSITS AND OTHER 23113412 DUE FROM AFFILIATES 131119529 LEASE RECEIVABLE 8421711 ARTWORK 54300 RETIREMENT ASSETS 3807173 166516125 3RD PARTY SETTLEMENT 52232711 Pension Expense per GASB 75 4315073 Lease Payable 96405963 Due to affiliates 86163858 239117605 X Schedule D, Part II, Line 9 Conservation easements financial reporting The easement is not recorded as part of the organization's financial statements. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Company and its subsidiaries are exempt from federal income taxes pursuant to Section 501(a) as organizations described in Section 501(c)(3) of the Internal Revenue Code and from state income taxes pursuant to Chapter 220 of the Florida Statutes. true true X true X true X true true false false 56986518 40000000 16986518 0.0154 162047175 146285590 15761585 0.0143 0 0 0 0.0 0 0 219033693 186285590 32748103 0.0298 4391693 1301302 3090391 0.0028 53188140 26510151 26677989 0.0243 0 0 0 0.0 0 0 0 0.0 0 0 0 0.0 0 0 57579833 27811453 29768380 0.0271 0 0 276613526 214097043 62516483 0.0569 0 0.0 0 0.0 709367 680057 29310 0.0000 0 0.0 0 0.0 0 0.0 145000 36000 109000 0.0001 3015 3015 0 0.0 0 0.0 0 0 857382 719072 138310 0.0001 true 0 0 141047225 111940110 29107115 X true true 1 1 SHANDS JACKSONVILLE MEDICAL CENTER INC 655 W 8TH STREET JACKSONVILLE FL 32209 UFHEALTHJAX.ORG 4063 X X X X SHANDS JACKSONVILLE MEDICAL CENTER INC 1 false false true X X X X X X X X X 21 true true true true X SEE STATEMENT ON SCHEDULE H, PART VI X true 21 true SEE STATEMENT ON SCHEDULE H, PART VI false true X 100.0 200.0 X X X true true X X X true X https://ufhealthjax.org/patients-and-visitors/insurance-billing-finance/financial-assistance X https://ufhealthjax.org/patients-and-visitors/insurance-billing-finance/financial-assistance X https://ufhealthjax.org/patients-and-visitors/insurance-billing-finance/financial-assistance X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 3E The significant health needs are a prioritized description of the significant health needs of the community and identified through the CHNA. ONCE THE SIGNIFICANT HEALTH NEEDS WERE IDENTIFIED, THIS LIST WAS PRIORITIZED FOR IMPLEMENTATION PLANNING AND STRATEGIZING. THE DATA SUPPORTING EACH OF THE NINE KEY AREAS IDENTIFIED FROM PRIMARY AND SECONDARY ANALYSIS WERE PRESENTED AND DISCUSSED DURING A PRIORITIZATION WORKSHOP HOSTED BY THE JACKSONVILLE NONPROFIT HOSPITAL PARTNERSHIP (THE PARTNERSHIP) ON MAY 11, 2021. FORTY-NINE COMMUNITY LEADERS RANKED THE NINE THEMES IN PRIORITY ORDER OF SIGNIFICANCE. THE TOP THEMES THAT EMERGED WERE MENTAL HEALTH, ACCESS, POVERTY AND CHRONIC DISEASE. AS A KEY COMPONENT OF THE COMMUNITY ASSESSMENT, THE PRIORITIZATION PROCESS PROVIDES THE PARTNERSHIP WITH INFORMATION ABOUT WHAT LEADERS BELIEVE SHOULD BE THE FOCUS TO IMPROVE POPULATION HEALTH AND COMMUNITY WELLNESS. Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - SHANDS JACKSONVILLE MEDICAL CENTER, INC.. THE PRIMARY DATA USED IN THIS ASSESSMENT CONSIST OF (1) KEY STAKEHOLDER INTERVIEWS CONDUCTED VIRTUALLY, (2) FOCUS GROUP DISCUSSIONS FACILITATED BY THE PARTNERSHIP, AND (3) A COMMUNITY SURVEY DISTRIBUTED THROUGH ONLINE AND ON PAPER SUBMISSIONS. STAKEHOLDERS FROM DUVAL COUNTY WERE SELECTED BASED ON THEIR KNOWLEDGE OF THE HEALTH NEEDS OF PARTICULAR COMMUNITIES. SEVEN INTERVIEWS WERE CONDUCTED WITH DUVAL COUNTY ORGANIZATIONS THAT WORK WITH POPULATIONS MOST AT RISK FOR HEALTH DISPARITIES TO GAIN INSIGHTS INTO THEIR SPECIFIC NEEDS. IN ADDITION, EIGHT INTERVIEWS WERE CONDUCTED WITH REGIONAL AGENCIES THAT OFFER SERVICES IN DUVAL COUNTY. THE FULL LIST OF AGENCIES REPRESENTED WAS: STARTING POINT BEHAVIORAL HEALTH, SPBH, NAMI, HOMELESS COALITION, JASMYN, LUTHERAN SERVICES, ABILITY HOUSING, FIRE WATCH, CLAY COUNTY BEHAVIORAL HEALTH, WE CARE, MERCY SERVICES, ST. JOHNS HOUSING PARTNERSHIP, THE WAY CLINIC, FEEDING NORTHEAST FLORIDA, ACLU REGIONAL ORGANIZER, BAKER PREVENTION COALITION, PIE IN THE SKY, NORTHEAST FLORIDA HEALTHY START, WILDFLOWER CLINIC, BARNABAS CENTER, COUNCIL OF AGING, CIL JACKSONVILLE, SAFE KIDS NEFL, STEWART MARCHMAN, YMCA, FDOH-NASSAU, HEALTHY START COALITION OF NE FL, FDOH-DUVAL, FDOH-CLAY, FDOH-ST. JOHNS, SULZBACHER CENTER FOR THE HOMELESS, JEWISH FAMILY AND COMMUNITY SOCIAL SERVICES, AND VOLUNTEERS IN MEDICINE. A TOTAL OF 13 FOCUS GROUPS WERE CONDUCTED WITH 114 PARTICIPANTS BETWEEN MARCH AND APRIL OF 2021 IN DUVAL COUNTY. ALL FOCUS GROUPS WERE CONDUCTED USING A VIRTUAL MEETING PLATFORM. THE FOCUS GROUP PARTICIPANTS INCLUDED REPRESENTATIVES FROM ORGANIZATIONS THAT SERVE MINORITY, LOW-INCOME, VETERANS, AND MEDICALLY UNDERSERVED POPULATIONS MOST AT RISK FOR HEALTH DISPARITIES AND THOSE EXPERIENCING CHALLENGES IN ACCESSING HEALTHCARE. OTHER FOCUS GROUPS WERE CONDUCTED THAT REPRESENTED THE REGIONAL POPULATION WHICH INCLUDED ONE WITH THE LGBTQ+ POPULATION, AND ONE GROUP WITH PEOPLE OF DIFFERING ABILITIES. THROUGH BOTH THE STAKEHOLDER INTERVIEWS AND THE FOCUS GROUPS, SJMC SELECTED PARTICIPANTS BASED ON THEIR KNOWLEDGE OF THE HEALTH NEEDS OF THE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS. THESE PARTICIPANTS INCLUDE REPRESENTATIVES FROM ORGANIZATIONS SERVING -COMMUNITY MEMBERS EXPERIENCING HOMELESSNESS -VETERANS -SENIORS -INDIVIDUALS EXPERIENCING FOOD INSECURITY -LGBTQ+ INDIVIDUALS A COMMUNITY SURVEY WAS DISSEMINATED BETWEEN MARCH AND APRIL OF 2021 THROUGHOUT THE FIVE-COUNTY AREA OF NORTHEAST FLORIDA. THE SURVEY WAS DISTRIBUTED IN ENGLISH AND IN SPANISH AND PAPER SURVEYS WERE ALSO AVAILABLE. AN ELECTRONIC SURVEY LINK AND QR CODE WERE SHARED WITH MEMBERS OF THE COMMUNITY IN A NUMBER OF WAYS INCLUDING A PRESS RELEASE, A FEATURED SEGMENT ON LOCAL PUBLIC RADIO, VARIOUS SOCIAL MEDIA OUTLETS, TRADITIONAL BROADCASTS, AND OTHER ONLINE MEDIA OUTLETS. FIVE THOUSAND POSTCARDS WITH THE SURVEY LINK AND QR CODE WERE DISTRIBUTED THROUGHOUT THE FIVE-COUNTY AREA IN HOSPITAL WAITING ROOMS, VACCINE SITES AND CLINICS, AND VIA DOOR-TO-DOOR CANVASSERS. SURVEY RESPONDENTS WERE ASKED ABOUT THEIR VIEWS ON THE COMMUNITY'S HEALTH NEEDS, BARRIERS AND MOST IMPACTED POPULATIONS. STANDARDS FOR COLLECTING, REVIEWING, PRESENTING, AND ANALYZING SECONDARY DATA ARE BASED ON INDUSTRY TRENDS THAT ASSESS HEALTH STATUS AND RISK FACTORS FOR POPULATION HEALTH AND COMMUNITY WELLNESS. QUANTITATIVE DATA FOR EACH COUNTY IS OBTAINED FROM THE BEHAVIORAL RISK FACTOR SURVEILLANCE SYSTEM (BRFSS), COUNTY HEALTH RANKINGS AND ROADMAPS (CHR&R), FLORIDA CHARTS, FLORIDA DEPARTMENT OF HEALTH. LOCAL COMMUNITY HEALTH ASSESSMENTS (CHA), HOSPITAL UTILIZATION REPORTS, U.S. CENSUS, AND THE YOUTH RISK BEHAVIOR SURVEILLANCE SYSTEM (YRBSS). POPULATION HEALTH MEASURES THE PHYSICAL, MENTAL, ENVIRONMENTAL, AND SOCIAL WELL-BEING OF A POPULATION. COLLECTING, ASSEMBLING, AND ANALYZING AVAILABLE DATA THAT INCLUDES STATISTICS ON HEALTH STATUS, EPIDEMIOLOGIC STUDIES OF HEALTH PROBLEMS, HEALTHCARE UTILIZATION, SERVICE AVAILABILITY, AND SELF- REPORTED ANALYTICS HELPS TO IDENTIFY UNMET NEEDS AND EMERGING NEEDS. Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - SHANDS JACKSONVILLE MEDICAL CENTER, INC.. THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS CONDUCTED WITH ASCENSION HEALTH, BAPTIST HEALTH, BROOKS REHABILITATION, AND MAYO CLINIC FLORIDA WHICH CAME TOGETHER AND FORMED THE JACKSONVILLE NONPROFIT HOSPITAL PARTNERSHIP. Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - SHANDS JACKSONVILLE MEDICAL CENTER, INC.. THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS CONDUCTED WITH THE HEALTH PLANNING COUNCIL OF NORTHEAST FLORIDA. Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - SHANDS JACKSONVILLE MEDICAL CENTER, INC.. CHRONIC DISEASE FOOD PHARMACY PROGRAM - THIS PROGRAM PROVIDES ACCESS TO FRESH FOOD AND VEGETABLES FOR FOOD INSECURE MEMBERS OF THE COMMUNITY WHO HAVE CHRONIC LEVELS OF DIABETES, HYPERTENSION AND/OR OBESITY. THE PROGRAM IS DESIGNED TO INCREASE ACCESS TO FOOD IN THE MOST FOOD INSECURE NEIGHBORHOODS AS WELL AS PROVIDE NUTRITIONAL EDUCATION TO CONTRIBUTE TO PROVIDE SKILLS TO ASSIST SELF-MANAGEMENT TECHNIQUES TO REDUCE DISEASE. THE PROGRAM IS OPEN TO COMMUNITY MEMBERS WHO VISIT THE TOTAL CARE CLINIC OR WELLNESS CENTERS. THE TOTAL CARE CLINIC AND WELLNESS CENTERS PROVIDE CARE TO UNDERSERVED AND UNINSURED COMMUNITY MEMBERS WHO QUALIFY FOR CITY CONTRACT COVERAGE. In conjunction with its partners, the Food Pharmacy distributed curated, nutritious food to 435 patients in 2023. Food Pharmacy patients are surveyed every 6 months to measure progress. According to recent surveys, 81% of diabetic patients have achieved their goal to stabilize or lower their A1C and 74% of hypertensive patients have achieved their goal to stabilize or lower their blood pressure to at or below 140/90. MATERNAL AND CHILD HEALTH 1. LITTLE MIRACLES - COMMUNITY PROGRAM THAT PROVIDES PREGNANCY TESTS, PRENATAL AND INFANT CARE ACCESS ASSISTANCE AND MATERNITY AND CHILDBIRTH EDUCATION. NURSES SCHEDULE FIRST PRENATAL AND NEWBORN CARE APPOINTMENT WITHIN THE UF HEALTH NETWORK. 2. HEALTHY START - COMMUNITY BASED, NURSE LED, PRENATAL CASE MANAGEMENT FOR HIGH-RISK WOMEN. INTER-CONCEPTION CASE MANAGEMENT FOR THREE TO SIX MONTHS POST-DELIVERY. PROGRAM PROVIDES CHILDBIRTH CLASSES, BREASTFEEDING CLASSES, PARENTING CLASSES AND ASSISTANCE WITH MEDICAID ENROLLMENT. In May 2023, the "Hey, Mama" mobile pantry began making appearances around Jacksonville to improve community access to baby supplies, self-care products, health and nutrition education, and other similar items. Throughout the fiscal year ended June 30, 2024, Healthy Start participants collectively received more than 7,000 visits, with services spanning from the time of conception to after birth. 3. NURSE FAMILY PARTNERSHIP - EVIDENCE-BASED PROGRAM THAT PROVIDES NURSE-LED, PRENATAL CASE MANAGEMENT, INFANT HEALTH AND DEVELOPMENT HOME VISITATION UNTIL CHILD TURNS TWO. As of June 30, 2024, 225 families in Baker and Duval Counties were actively receiving services through this program, with 4,484 home visits conducted throughout the year. 4. TRAUMA PREVENTION PROGRAM - COMMUNITY PROGRAM THAT EDUCATES CHILDREN AND PARENTS IN THE JACKSONVILLE COMMUNITY ON IMPORTANT SAFETY TOPICS IN AN EFFORT TO REDUCE THE NUMBER AND SEVERITY OF INJURIES. Each year, this program educates 15,000-20,000 people about injury prevention through lectures, mock simulations, health fairs, hands-on activities, and distribution of educational materials. These events include: *Bike Rodeos - designed to build and reinforce safe riding techniques on a staged course which simulates common roadway hazards, with practical guidance and solutions for navigating these obstacles safely *Hands-Only CPR - this program, established by the American Heart Association, focuses on training community members to recognize an unresponsive heart attack victim and effectively administer CPR until medical professionals arrive *Lend A Hand - visitations to local schools to educate students on how to recognize signs of bullying and safely lend a hand to any friend or classmate in need *Walk Safe Day - visitations to local elementary schools to educate students on safe walking habits, including as related to Halloween. Each child is provided with a Halloween bag and safety tips to remind both children and adults of safety hazards when walking, particularly at dusk or in the dark *Water Watchers - adult and child education program that teaches poolside safety, the value of learning to swim early, and life-saving techniques in the event of an emergency MENTAL HEALTH 1. EDUCATE FAMILIES (PARTICULARLY THOSE WITH CHILDREN HIGH RISK FOR SUICIDE ATTEMPT) ON LETHAL MEANS SAFETY IN THE HOME 2. TRAIN MENTAL HEALTH PROVIDERS ON LETHAL MEANS COUNSELING In August 2022, the hospital announced its lock bag program, with the mission of reducing intentional and accidental youth overdose deaths. Lock bag program patients will receive lock bags to secure potentially lethal medications and lethal means safety counseling. HOUSING, POVERTY AND TRANSPORTATION BLUE ZONES INITIATIVE - BLUE ZONES USES OVER 20 YEARS OF RESEARCH AND SCIENTIFICALLY PROVEN LESSONS OF LONGEVITY, HEALTH, AND HAPPINESS FROM THE LONGEST-LIVED CULTURES IN THE WORLD TO TRANSFORM COMMUNITY ENVIRONMENTS SO HEALTHY CHOICES ARE THE EASIEST TO MAKE. THERE IS A PROVEN HISTORY OF IMPROVING WELL-BEING FOR ENTIRE POPULATIONS. TO BOOST THE WELL-BEING OF ENTIRE COMMUNITIES, BLUE ZONES TAKE A SYSTEMS APPROACH DEVELOPING A PLAN TO MAKE LASTING CHANGES IN ALL THE PLACES AND SPACES PEOPLE LIVE, WORK, LEARN, AND PLAY. THESE CHANGES TO OUR SURROUNDINGS AND SYSTEMS COLLECTIVELY NUDGE PEOPLE TO MOVE NATURALLY, EAT WISELY, DEVELOP THE RIGHT OUTLOOK, AND CONNECT WITH EACH OTHER. THE GOAL IS TO BUILD A CULTURE OF WELL-BEING NOT ONLY MEANS HEALTHIER AND HAPPIER PEOPLE; IT ALSO MEANS A BETTER AND MORE PRODUCTIVE WORKFORCE AND A MORE VIBRANT ECONOMY. THE PRIMARY FOCUS AREAS ARE: * SUSTAINABLE COMMUNITY VITALITY * IMPROVED WELL-BEING * CIVIC PRIDE AND ECONOMIC DEVELOPMENT * MORE PRODUCTIVE, LESS COSTLY POPULATIONS Every week, Blue Zones Jacksonville connects with local farmers, business owners, and restaurants to share fresh local options with community members, including a recipe of the week announced each Wednesday. Working with residents and businesses throughout Jacksonville to make choices that will help extend life expectancies, the first Blue Zones restaurant approval was awarded to a local eatery in November 2023. In March 2024, Blue Zones Jacksonville teamed up with Normandy Village Elementary School to teach students about healthier options surrounding food and fitness. NEEDS UF HEALTH JACKSONVILLE WILL NOT ADDRESS NO ENTITY CAN ADDRESS ALL OF THE HEALTH NEEDS PRESENT IN ITS COMMUNITY. THE HOSPITAL IS COMMITTED TO SERVING THE COMMUNITY BY ADHERING TO ITS MISSION, USING ITS SKILLS AND CAPABILITIES, AND REMAINING A STRONG ORGANIZATION SO THAT IT CAN CONTINUE TO PROVIDE A WIDE RANGE OF COMMUNITY BENEFITS. THIS IMPLEMENTATION STRATEGY DOES NOT INCLUDE SPECIFIC PLANS TO ADDRESS THE FOLLOWING HEALTH PRIORITIES THAT WERE IDENTIFIED IN THE 2021 COMMUNITY HEALTH NEEDS ASSESSMENT. ACCESS THE HOSPITAL PROVIDES ACCESS TO A WIDE ARRAY OF HEALTH CARE SERVICES FOR UNINSURED, MEDICAID, AND OTHER PATIENTS AND WILL CONTINUE TO PROVIDE SUCH ACCESS AS RESOURCES PERMIT. THE HOSPITAL IS RECOGNIZED AS THE REGION'S SAFETY-NET PROVIDER FOR MEDICAID AND UNINSURED INDIVIDUALS, AND OPERATES THE COMMUNITY CLINICS DEPARTMENT (WHICH PROVIDES A VARIETY OF SERVICES AND PROGRAMS INCLUDING FREE/LOW-COST PRIMARY CARE, MEDICATIONS, SELF-MANAGEMENT SUPPORT AND CARE MANAGEMENT), THE COMMUNITY OBSTETRICS INITIATIVES (WHICH STRIVE TO IMPROVE BIRTH OUTCOMES), THE TELEMEDICINE CLINIC, AND OTHERS PROGRAMS AND SERVICES. WHILE MANY OF THE PROGRAMS AND INITIATIVES DESCRIBED ABOVE IMPROVE THE ACCESS FOR VULNERABLE POPULATIONS, THIS IMPLEMENTATION STRATEGY DOES NOT INCLUDE SPECIFIC ACCESS-RELATED INITIATIVES BECAUSE THE AVAILABILITY OF FUTURE RESOURCES TO SUPPORT THEM IS HIGHLY UNCERTAIN. CANCER PREVENTIVE SCREENINGS SERVE AS ONE OF THE MOST EFFECTIVE WAYS TO MITIGATE THE MOST PREVALENT AND PREVENTABLE CANCERS, SUCH AS BREAST AND PROSTATE CANCER. THE HOSPITAL PROVIDES ACCESS TO AND CLOSELY MONITORS PREVENTION SCREENINGS THROUGH THE TOTAL CARE CLINIC, WHICH IS DEDICATED TO THE MOST VULNERABLE MEMBERS OF THE COMMUNITY, AND IN COLLABORATION WITH UF JACKSONVILLE PHYSICIANS. PREVENTION OUTREACH TACTICS WILL CONTINUE TO EDUCATE AND ENCOURAGE SCREENING ACROSS THE COMMUNITY. THIS IMPLEMENTATION STRATEGY DOES NOT INCLUDE SPECIFIC CANCER-RELATED INITIATIVES DUE TO THE UNCERTAINTY OF FUTURE RESOURCES TO SUPPORT ACTIVITIES. 30 UF Health North 15255 Max Leggett Pkwy Jacksonville FL 32218 Hospital Campus and Outpatient Clinic Faculty Clinic 653-2 W 8th Street Jacksonville FL 32209 Outpatient Clinic UF Health Proton Therapy Institute 2015 N Jefferson Street Jacksonville FL 32206 Outpatient Clinic Emerson Clinic 4555 Emerson Expressway Jacksonville FL 32207 Outpatient Clinic UF Health Oncology 15255 Max Leggett Pkwy Jacksonville FL 32218 Oncology Center UF Health Oncology Baymeadows 7751 Baymeadows Rd Suite 205 Jacksonville FL 32256 Oncology Center UF Health Oncology LaVilla 425 N Lee St suite 201 Jacksonville FL 32202 Oncology Center UF Health Oncology Fernandina 1699 S 14th St Unit 2 Fernandina Beach FL 32034 Oncology Center UF Health Oncology Orange Park 2141 Loch Rane Blvd Suite 16 Orange Park FL 32073 Oncology Center UF Health Emergency & Urgent Care Center - Lane Avenue 888 Lane Ave S JACKSONVILLE FL 32205 Urgent Care UF Health Emergency & Urgent Care Center - Baymeadows 11251 Lamb Tail Lane JACKSONVILLE FL 32256 Urgent Care UF Health Emergency & Urgent Care Center - New Kings 11277 New Kings Road Jacksonville FL 32219 Urgent Care UF Health Urgent Care - Wildlight 76011 William Burgess Blvd Yulee FL 32097 Urgent Care UF Health Family Medicine - Brentwood 3465 Village Center Drive Jacksonville FL 32206 Family medicine UF Health Family Medicine and Pediatrics - Elizabeth G Means Center 1155 E 21st St Jacksonville FL 32206 Family medicine UF Health Family Medicine - Commonwealth 761 Edgewood Ave North Jacksonville FL 32254 Family medicine UF Health Family Medicine - Lem Turner 1255 Lila Ave Jacksonville FL 32208 Family medicine UF Health Family Medicine and Pediatrics - New Berlin 3122 New Berlin Road Jacksonville FL 32226 Family medicine UF Health Family Medicine and Pediatrics - Baymeadows 8274 Bayberry Road Jacksonville FL 32256 Family medicine UF Health Family Medicine - San Jose 2777 University Blvd West Jacksonville FL 32217 Family medicine UF Health Family Medicine - Kernan Square 12620 Beach Blvd Jacksonville FL 32246 Family medicine UF Health Family Medicine and Pediatrics - Blanding 6015 118th St Suite 13 Jacksonville FL 32244 Family medicine UF Health Family Medicine - Murray Hill 5205 Normandy Blvd Suite 13 Jacksonville FL 32205 Family medicine UF Health Family Medicine - Crystal Springs 11043 Crystal Springs Road Suite 14 Jacksonville FL 32221 Family medicine UF Health Breast Imaging Center - Jacksonville 580 West 8th Street Tower II 4th Fl oor Jacksonville FL 32209 Imaging Center UF Health Breast Imaging Center - Emerson 4549 Emerson Street Building 2 Suit e 200 Jacksonville FL 32207 Imaging Center UF Health Imaging Center Annex - Jacksonville 500 West 10th Street Jacksonville FL 32206 Imaging Center UF Health Imaging Center - Baymeadows 8060 Philips Highway Suite 201 Jacksonville FL 32256 Imaging Center UF Health Imaging Center Pavilion - Jacksonville 1900 Boulevard Jacksonville FL 32206 Imaging Center UF Health Radiology - JTB Kernan 5191 First Coast Tech Parkway Secon d Floor Jacksonville FL 32224 Radiology Schedule H, Part V, Section B, Line 7 CHNA POSTED TO HOSPITAL FACILITY'S WEBSITE (LIST URL) https://ufhealthjax.org/community/community-health-needs-assessment Schedule H, Part V, Section B, Line 10 IMPLEMENTATION STRATEGY POSTED TO WEBSITE (LIST URL) https://ufhealthjax.org/community/community-health-needs-assessment Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance The organization used the cost to charge ratio to compute the cost of financial assistance reported on Part I, Line 7. A direct cost methodology was used for all other amounts. Schedule H, Part II Community Building Activities Shands Jacksonville Medical Center, Inc. provides support to activities that promote the health and well-being of community members through community support, community health improvement advocacy, and workforce development. These activities include: -COVID-19 Health Literacy Initiatives -Funding for community organizations -Youth education to advance careers in healthcare Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount FOR FINANCIAL STATEMENT PURPOSES, THE ORGANIZATION DIRECTLY REDUCES THE AMOUNT OF PATIENT SERVICE REVENUE REPORTED ON THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS BY THE AMOUNT OF BAD DEBT EXPENSE. THEREFORE, BAD DEBTS ARE INCLUDED IN NET PATIENT REVENUE AND BAD DEBT EXPENSE IS NOT SEPARATELY REPORTED AS AN EXPENSE. Schedule H, Part III, Line 3 Bad Debt Expense Methodology The organization reports $0 bad debt expense because bad debts are included in net patient revenue. Therefore, the amount of bad debts attributable to patients eligible under the organization's financial assistance policy is also $0. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote The provision for bad debts is based on management's assessment of historical and expected net collections, considering business and economic conditions, trends in federal and state governmental health care coverage, and other collection indicators. Throughout the year, management assesses the adequacy of the allowance for uncollectible accounts based upon these trends. The results of these reviews are then used to make any modification to the provision for bad debts to establish an appropriate allowance for uncollectible accounts. Patient accounts receivable are written off after collection efforts have been followed under the Company's policies. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs The amounts reported on lines 5 and 6 were derived from the FYE 2024 Medicare Cost Report. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance Patients may qualify for different levels of financial assistance. If they qualify for 100% financial assistance there are no collection efforts. For less than 100% financial assistance, collection efforts are consistent with those used for all self-pay account balances, which includes sending invoices for 120 days and then turning account balances over to a collection agency. UF Health Jacksonville will not refer accounts for collection where the patient has initially applied for financial assistance and the patient has not yet been notified of the decision, provided the patient has complied with the information requests delineated during the application process. Schedule H, Part V, Section B, Line 16a FAP website - SHANDS JACKSONVILLE MEDICAL CENTER, INC.: Line 16a URL: https://ufhealthjax.org/patients-and-visitors/insurance-billing-finance/financial-assistance; Schedule H, Part V, Section B, Line 16b FAP Application website - SHANDS JACKSONVILLE MEDICAL CENTER, INC.: Line 16b URL: https://ufhealthjax.org/patients-and-visitors/insurance-billing-finance/financial-assistance; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - SHANDS JACKSONVILLE MEDICAL CENTER, INC.: Line 16c URL: https://ufhealthjax.org/patients-and-visitors/insurance-billing-finance/financial-assistance; Schedule H, Part VI, Line 2 Needs assessment SJMC's community benefit activities are a planned, managed, organized, and measured approach to meeting identified community health needs. Through collaboration with the community and other partners, SJMC is committed to improving the health and well-being of the communities it serves through ongoing efforts to monitor health needs and respond accordingly. SJMC's Patient and Family Partnership Council for Quality and Safety represents the community by engaging with UF Health Jacksonville leaders to provide insight into care experiences, identify opportunities for improving services, brainstorm potential patient-centered solutions, and integrate the voice of patients and families into the daily work of professional caregivers. Stakeholder engagement is a key component of SJMC's efforts to promote health equity. SJMC collaborates with a variety of partners, including The University of Florida's Urban Health Alliance (UHA), to identify and implement programs that address social determinants of health using community-initiated strategies to address problems unique to Jacksonville. This collaboration hosts events that are designed to engage community members, with nearly 5000 surveys completed through more than 100 outreach events since 2020. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance The eligibility for Financial Assistance under federal, state or local government programs is determined under the organization's Financial Assistance Program. Ideally, eligibility is obtained upon admission or before discharge. The organization provides notice of the Financial Assistance Program via the patient's billing statements. Information about the organization's Financial Assistance Program is also available on the organization's website. Education is also provided through distribution of the plain language summary, hospital staff, signage throughout the hospital and referrals from community organizations. Schedule H, Part VI, Line 4 Community information UF Health Jacksonville serves the City of Jacksonville and Duval County. Duval County encompasses 918 square miles in northeastern Florida and is defined by 53 zip codes with a population of 957,755. The Caucasian population makes up 52.0% of the population, with Black/African American population accounting for 28.9%, Hispanic/Latinx 10.5%, Asian 5%, and all others at less than 5%. The median household income for Duval County is $55,807 and 13.5% of the population lives under the federal poverty guidelines. The unemployment rate is 5.8%. Schedule H, Part VI, Line 5 Promotion of community health We have a community-based Board, operate emergency rooms, have open medical staff and use excess funds to invest in patient care needs. In addition to satisfying regulatory requirements of the federal and state agencies and local funders, the community needs assessment represents an unprecedented effort and key opportunity to bring together hospital data, population health, health- related quality of life indicators and community member input to provide a more detailed and complete profile of community health needs. The long term goal to achieve regional collaboration that will serve as an opportunity for optimal leverage of resources, setting (and managing) regional health priorities, and developing regional collective impact strategies among all health-related stakeholders. SJMC IS PART OF UNIVERSITY OF FLORIDA HEALTH, THE SOUTHEAST'S MOST COMPREHENSIVE ACADEMIC HEALTH CENTER, WITH CAMPUSES IN GAINESVILLE, JACKSONVILLE, LEESBURG, AND THE VILLAGES ST. AUGUSTINE. SJMC IS BASED IN JACKSONVILLE. IT FEATURES an academic health center WITH 623 HOSPITAL BEDS near Downtown Jacksonville and a 168-bed hospital and outpatient medical campus in North Jacksonville. SJMC works to serve the community in tandem with University of Florida Jacksonville Physicians, Inc. ("UFJPI"), a not-for-profit organization consisting of more than 60 primary and specialty care centers that offer first-rate care from nearly 400 UF faculty physicians. Located on the UF Health Jacksonville downtown campus, the UF Health Proton Therapy Institute is one of few facilities in the U.S. equipped to treat cancer with protons. Proton therapy greatly reduces the damage to surrounding tissue, which is a significant improvement from traditional radiation therapy. The campus also is home to the state's first and region's only Level I adult and pediatric trauma program, TraumaOne. UF Health physicians collectively offer more than 100 advanced specialty and subspecialty services, FROM PRIMARY CARE TO HIGHLY SPECIALIZED AND COMPLEX CARE, INCLUDING CANCER, HEART AND VASCULAR, NEUROMEDICINE, PEDIATRICS, OBSTETRICS AND GYNECOLOGY, AND TRAUMA/CRITICAL CARE. Schedule H, Part VI, Line 6 Affiliated health care system Shands Jacksonville Medical Center, Inc. ("SJMC") is affiliated with the following organizations: Shands Jacksonville Foundation, Inc., Shands Jacksonville Healthcare, Inc., Shands Jacksonville Community Services, Inc., Shands Jacksonville Affiliates Inc., and Shands Jacksonville Properties Inc. In strategic partnership with these affiliates, Shands Jacksonville Medical Center, Inc. works to heal, comfort, educate and to discover through quality health care, elimination of health disparities, medical education, innovation and research. The organization understands its responsibility to the health of its community and the affiliates provide critical support in delivering constant attention to the needs of patients and the community. true UNIVERSITY OF FLORIDA JACKSONVILLE PHYSICIANS INC 653 WEST 8TH STREET JACKSONVILLE FL 32209 591867557 501(c)(3) 85679021 0 N/A N/A GENERAL SUPPORT WOLFSON CHILDREN'S HOSPITAL 800 PRUDENTIAL DRIVE JACKSONVILLE FL 32207 591452787 501(C)(3) 643831 0 N/A N/A GENERAL SUPPORT SHANDS JACKSONVILLE FOUNDATION INC 655 WEST 8TH STREET JACKSONVILLE FL 32209 592622323 501(C)(3) 39719 0 N/A N/A GENERAL SUPPORT 3 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Funds included in the grant paid to University of Florida Jacksonville Physicians, Inc. are monitored to ensure funds are spent in accordance with the existing written agreement. The amount is based on negotiations between in-house counsel, VP of Finance and/or CFOs, President, Dean and/or CEO of each organization. If spending patterns change during the fiscal year, amounts can be reviewed and amended. Funds paid to WOLFSON CHILDREN'S HOSPITAL are agreed upon in the written agreement. SJMC monitors the funding and ensures that proper allocation of funds are paid subsequent to each fiscal year based on financial performance. Funds paid to Shands Jacksonville Foundation, a related organization, are monitored throughout the year to ensure the funds are spent in accordance with the written agreement. X true false X X X X X false false false false false false false true false Russell E Armistead Jr MBA CEO (THRU 6/30/2023) 417427 0 0 0 29197 0 19800 0 819 0 467243 0 0 0 Patrick Green MBA FACHE DIRECTOR / CEO (BEG 7/10/2023) 503855 0 330469 0 106338 0 0 0 8766 0 949428 0 0 0 Gregory Miller MBA Director & Acting CEO (7/1/2023-7/10/2023) / EVP COO 537300 0 86250 0 28275 0 19800 0 12517 0 684142 0 0 0 David R Nelson MD CHAIRMAN (THRU APRIL 2024) / DIRECTOR / SVP HEALTH AFFAIRS, UF 0 1229037 0 0 0 4812 0 32769 0 24897 0 1291515 0 0 LaRae C Brown MD Director / UF Health OBGYN 0 369664 0 10633 0 2782 0 15524 0 23828 0 422431 0 0 Linda R Edwards MD DIRECTOR / UF ASSOC PROFESSOR & DEAN 0 620288 0 0 0 9600 0 47611 0 18842 0 696341 0 0 Kelly Gray-Eurom MD Director / Chief Quality Officer 0 395756 0 2000 0 4812 0 16015 0 23869 0 442452 0 0 Salam O Salman MD DDS FACS Director (thru Jan 2024) / President, Faculty Council (thru Feb 2024) 0 421135 0 9059 0 2931 0 15358 0 22669 0 471152 0 0 David Vukich MD DIRECTOR (THRU JAN 2024) / CMO/UF DEAN FOR HOSP AFFAIRS (THRU JAN 2024) 0 510851 0 0 0 9777 0 43274 0 18322 0 582224 0 0 Randall C Jenkins Former Secretary / SVP of General Council of Univ of FL 0 516665 0 41125 0 4091 0 28940 0 23016 0 613837 0 0 John Clontz Esq Asst. Secretary / Associate General Counsel 172624 0 0 0 1899 0 10441 0 7778 0 192742 0 0 0 Dean Cocchi MBA Treasurer / CFO 485570 0 73500 0 2276 0 19800 0 18728 0 599874 0 0 0 Jon DeBardeleben ESQ Secretary / VP Senior Counsel 250497 0 31800 0 2205 0 17790 0 12183 0 314475 0 0 0 Patricia Rausch Assistant Treasurer / Controller 215949 0 13157 0 1528 0 13998 0 7684 0 252316 0 0 0 Robert Templin ESQ Asst. Secretary / SR Associate General Counsel 182206 0 0 0 2355 0 11634 0 12071 0 208266 0 0 0 Robert A Hervey VP Real Estate and Facilities 249632 0 29880 0 1544 0 17188 0 18476 0 316720 0 0 0 Thanh Hogan VP Clinical Operations 305965 0 37080 0 1583 0 16944 0 14003 0 375575 0 0 0 Patrice Jones VP Chief Nursing Officer (THRU APRIL 2023) 122999 0 0 0 66510 0 7597 0 3697 0 200803 0 0 0 Ann-Marie Knight VP Comm Engmnt / Chief Diversity Officer 230020 0 20970 0 950 0 15222 0 15637 0 282799 0 0 0 Linda Lawson VP Chief Nursing Officer (April 2023 thru Dec 2023) 245333 0 20837 0 27046 0 12900 0 13828 0 319944 0 0 0 Wayne A Marshall VP UFH North 315717 0 47700 0 2331 0 19800 0 12277 0 397825 0 0 0 Jennifer Nitschmann Interim VP Chief Nursing Officer (beg Dec 2023) 269700 0 0 0 104 0 0 0 16 0 269820 0 0 0 Lesli A Ward VP Human Resources 0 361677 0 44280 0 2589 0 26400 0 11979 0 446925 0 0 Robert Phillips Chief Technology Officer 253440 0 15300 0 662 0 13877 0 12428 0 295707 0 0 0 Jun Santos Registered Nurse 220883 0 2000 0 560 0 13620 0 18251 0 255314 0 0 0 Julie Simpson VP Assoc Communication & Mktng 209873 0 15300 0 1165 0 4741 0 7545 0 238624 0 0 0 Michele L Worley Coord Perioperative Serv Line 240732 0 7378 0 952 0 15145 0 14182 0 278389 0 0 0 Steven L Wylie VP Assoc. Business Development 243780 0 22126 0 1378 0 15312 0 14368 0 296964 0 0 0 Schedule J, Part I, Line 1a Housing allowance or residence for personal use Patrick Green (CEO beginning 7/10/2023) received a relocation package during calendar year 2023 that included temporary housing. This amount was treated as taxable compensation to him and is included in Column (B)(iii) of Form 990 Schedule J Part II. Schedule J, Part I, Line 7 Non-fixed payments In order to recruit and retain key talent, SJMC offers incentive plans for certain employees listed in Part VII, section A, line 1A. For calendar year 2023, the incentive plan targeted areas of financial performance, clinical quality, and employee satisfaction. Schedule J, Part I, Line 2 REQUIRED SUBSTANTIATION THE DOLLAR VALUE OF THE RELOCATION PACKAGE PROVIDED TO PATRICK GREEN DURING CALENDAR YEAR 2023 WAS WRITTEN DIRECTLY INTO HIS EMPLOYMENT CONTRACT. A Florida Development Finance Corporation 593270584 34061QAL1 2015-12-10 87267800 2015 Capital Financing of North Campus false false false B Florida Development Finance Corporation 593270584 34061QBG1 2022-01-25 269584010 2022A bond: Refund Series 2013B, 2015 & 2019 Bonds and Capital Financing false false false A 0 0 87267800 0 0 0 1358192 0 0 85909608 0 0 2018 false false true true B 0 0 269584010 0 0 0 2589341 1225730 0 186172960 79595979 0 2022 true false true true A false false false false 0.0 0.0 0.0 false false false B false false false false 0.0 0.0 0.0 false false false A false false false true false true Merrill Lynch 12.0 false false false false false B false true false false false false false false false A false B false Schedule K, Part VI Part III Line 9, Part IV Line 7, and Part V While the organization does not currently have an approved written policy, it does maintain procedures that include annual arbitrage reporting and routine reviews and determinations of private business use. Schedule K, Part IV, Line 2c COLUMN A Issuer name: Florida Development Finance Corporation The calculation for computing no rebate due was performed on 12/10/2020 ZACHARY MARSHALL Family member of key employee 45492 EMPLOYEE COMPENSATION false Form 990, Part III, Line 4a Program Service Accomplishments (CONTINUED FROM PART III) UF HEALTH JACKSONVILLE IS A 791 BED NOT-FOR-PROFIT ACADEMIC MEDICAL CENTER AFFILIATED WITH THE UNIVERSITY OF FLORIDA. THERE ARE MORE THAN 370 NATIONALLY RECOGNIZED FACULTY PHYSICIANS WORKING WITH OVER 300 UNIVERSITY OF FLORIDA FULL-TIME RESIDENTS AT UF HEALTH JACKSONVILLE. FOR FISCAL YEAR ENDED JUNE 30, 2024, THE HOSPITAL SERVED OVER 37,000 INPATIENT ADMISSIONS AND MORE THAN 141,000 ER VISITS. UF HEALTH JACKSONVILLE HAS A LEVEL 1 TRAUMA CENTER, WHICH HAD OVER 4,000 TRAUMA CENTER VISITS DURING THE YEAR AND REMAINS THE ONLY LEVEL 1 TRAUMA CENTER IN THE NORTHEAST FLORIDA - SOUTHEAST GEORGIA REGION TO CARE FOR ADULTS AND CHILDREN. THE FLORIDA POISON INFORMATION CENTER IS ALSO LOCATED ON CAMPUS, COVERING 45 COUNTIES AND APPROXIMATELY 100 - 150 CALLS EACH DAY. UF HEALTH JACKSONVILLE TOGETHER WITH OUR UNIVERSITY OF FLORIDA COLLEAGUES AND AFFILIATES HAS DEVELOPED SEVERAL CENTERS OF EXCELLENCE. THESE CENTERS BRING TOGETHER INTERDISCIPLINARY TEAMS USING ALL THE RESOURCES OF THE ACADEMIC MEDICAL CENTER. UF HEALTH JACKSONVILLE IS A LEADER IN PROVIDING BOTH UNIQUE AND ESSENTIAL CLINICAL PROGRAMS AND SERVICES, AS WELL AS IN PROMOTING GOOD HEALTH WITH PREVENTATIVE CARE, SCREENINGS AND HEALTH EDUCATION PROGRAMS THAT REACH RESIDENTS WHERE THEY LIVE AND WORK. THE HOSPITAL HOSTS HEALTH FAIRS, SUPPORT GROUPS AND OTHER SPECIAL EVENTS AND PERFORMED BLOOD PRESSURE, HIV, CHOLESTEROL, STROKE ASSESSMENT, PREGNANCY, BLOOD SUGAR AND GLAUCOMA SCREENINGS. UF HEALTH JACKSONVILLE ALSO HAS AN ACTIVE COMMUNITY ENGAGEMENT DEPARTMENT COMMITTED TO IMPROVING COMMUNITY HEALTH, EDUCATING THE NEXT GENERATION OF HEALTHCARE PROFESSIONALS, ADVOCATING FOR HEALTH AND OTHER HEALTH NEEDS AND CONTRIBUTING TO QUALITY OF LIFE PRIORITIES OF OUR COMMUNITY INCLUDING JACKSONVILLE'S URBAN CORE. Other noteworthy accomplishments of UF Health Jacksonville during the fiscal year ended June 30, 2024, include the following: -The completion of a new patient tower that opened on the UF Health Jacksonville-North campus in early July 2024, increasing the total bed count of UF Health Jacksonville to 791. This facility includes two floors dedicated to acute physical therapy and another floor to ancillary services intended to contribute to a comprehensive approach to patient care. -In December 2023, UF Health Jacksonville announced plans to establish a Precision Autism Center of Excellence, which will serve as a regional and national resource for individuals with autism and related neurodevelopmental disorders. This center will provide enhanced care for individuals with autism and related disorders, including intellectual disabilities, epilepsy, cerebral palsy, and congenital hydrocephalus, and is expected to expand the clinical capacity for diagnostic evaluation, management, and treatment, and significantly reduce the often-lengthy wait times at specialty clinics. -UF Health Jacksonville earned multiple national awards during the year in recognition of the exceptional care provided to patients. The National Accreditation Program for Breast Centers (NAPBC), a program administered by the American College of Surgeons, granted accredited status to the UF Health Breast Center - Jacksonville in August 2023. Accreditation by the NAPBC is granted only to those programs that are committed to providing the best possible care to patients with breast cancer. Also included in these awards was the 2024 American Heart Association's Get With The Guidelines - Stroke Gold Plus quality achievement award, acknowledging the hospital's commitment to providing high-quality stroke care. UF Health Jacksonville also received the American Heart Association's Target: Stroke Honor Roll Elite award for meeting specific criteria that reduce the time between an eligible patient's arrival at the hospital and treatment with thrombolytic therapy, as well as the American Heart Association's Target: Type 2 Honor Roll award, which aims to ensure patients with Type 2 diabetes receive the most up-to-date, evidence-based care when hospitalized due to stroke. Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee shall consist of the same individuals serving on the Executive Committee of Shands Jacksonville Healthcare, Inc., the sole member of SJMC. These Executive Committee members consist of the following individuals: 1. THE CHAIR OF THE BOARD. 2. THE VICE PRESIDENT FOR HEALTH AFFAIRS OF THE UNIVERSITY OF FLORIDA. 3. DEAN OF THE COLLEGE OF MEDICINE OF THE JACKSONVILLE REGIONAL CAMPUS, UNIVERSITY OF FLORIDA. 4. THE CHIEF EXECUTIVE OFFICER OF THE CORPORATION. 5. FOUR DIRECTORS WHO ARE NOT EMPLOYEES OF THE CORPORATION OR OF THE UNIVERSITY OF FLORIDA OR ANY OF ITS COLLEGES, ALL OF WHOM SHALL BE APPOINTED BY THE CHAIR OF THE BOARD. 6. ONE CATEGORY TWO DIRECTOR (OR TWO CATEGORY TWO DIRECTORS IF THE SAME PERSON SERVES AS THE CHAIR OF THE CORPORATION AND VICE PRESIDENT FOR HEALTH AFFAIRS OF THE UNIVERSITY). THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY AND RESPONSIBILITY TO (I) MAKE REFERRALS OF SUBSTANTIVE ISSUES TO THE APPROPRIATE BOARD COMMITTEES AND TO COORDINATE THE PRESENTATION OF COMMITTEE FINDINGS AND RECOMMENDATIONS TO THE BOARD OF DIRECTORS, (II) MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS ON MATTERS OF POLICY THAT ARE NOT BEING CONSIDERED BY OTHER COMMITTEES, (III) ADVISE THE BOARD OF DIRECTORS CONCERNING AFFAIRS OF THE CORPORATION, AND (IV) TRANSACT ALL BUSINESS OF THE BOARD OF DIRECTORS DURING THE PERIODS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, EXCEPT THAT IT MAY NOT: 1.ELECT OR REMOVE OFFICERS OR REMOVE DIRECTORS; 2.CREATE OR ABOLISH ANY COMMITTEES; 3.AMEND THE ARTICLES OF INCORPORATION OF THE CORPORATION OR OF THE BYLAWS; 4.MODIFY IN ANY RESPECT OR CAUSE TO BE VIOLATED POLICIES ADOPTED BY THE BOARD OF DIRECTORS; 5.TAKE ANY ACTION THAT IS REQUIRED BY LAW, OR ARTICLE IV, SECTION 3 OF THE BYLAWS, TO BE TAKEN BY THE MEMBER. The Executive Committee shall keep minutes of its meetings and shall inform the Board of Directors, at the next regularly scheduled Board meeting, of all of its actions. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Jon Debardeleben; Greg Miller; PATRICK GREEN; Dean Cocchi - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders The sole member of the Corporation shall be Shands Jacksonville Healthcare, Inc. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The sole member of the Corporation shall be Shands Jacksonville Healthcare, Inc. The directors shall be the same individuals from time to time as the Board of Directors of Shands Jacksonville Healthcare, Inc., subject to the right of the mayor of the city of Jacksonville to nominate a director. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The following actions require approval by the Member: a) The adoption of annual operating and capital budgets; b) The merger or dissolution, or the sale, lease, exchange or other disposition of all or substantially all of the assets; c) The acquisition of an interest in real or personal property, outside of approved budgetary authority, at a price or involving an annual economic obligation in excess of Five Hundred Thousand Dollars ($500,000.00); d) The conveyance or disposition of an interest in real or personal property involving fair market value, net book value, or an annual economic benefit exceeding Five Hundred Thousand Dollars ($500,000.00); e) The establishment of a long range or strategic plan; f) The incurrence of long-term indebtedness; g) The election or removal with or without cause of the Chief Executive Officer; h) The amendment of bylaws or articles of incorporation; or i) Such other matters where member or shareholder action is required by law. Form 990, Part VI, Line 11b Review of form 990 by governing body A complete copy of the Form 990 is provided to the Board of Directors, Chief Executive Officer, Secretary and Treasurer of the corporation before the return is filed. Form 990, Part VI, Line 12c Conflict of interest policy The Corporate Compliance Department's Conflicts of Interest policy covers any director, officer, member of a board committee or key staff member who has a direct or indirect financial interest as defined by the policy. The individuals covered under the policy are required to disclose a conflict of interest or a potential conflict of interest when it arises. The Deliberative Body, as defined by the policy, reviews and monitors conflicts of interests annually and as they arise. Any individual who has a conflict of interest is prohibited from participating in the Deliberative Body's deliberations and decision in the transaction. Form 990, Part VI, Line 15a Process to establish compensation of top management official The organization's compensation committee engages Mercer, an independent firm engaged in the development of compensation surveys on executive pay levels across different industries, to provide competitive data and guidance on determining appropriate and reasonable ranges and salaries. Mercer annually reviews all aspects of executive compensation - including all elements of supplemental benefits - to ensure that they are reasonable total remuneration levels. The compensation committee uses the Mercer comparability data to review and approve compensation for the top management official. The review is done annually and was last conducted during the fiscal year ended June 30, 2024. The compensation committee documents the decisions and determinations in committee minutes. Form 990, Part VI, Line 15b Process to establish compensation of other employees The organization's compensation committee engages Mercer, an independent firm engaged in the development of compensation surveys on executive pay levels across different industries, to provide competitive data and guidance on determining appropriate and reasonable ranges and salaries. Mercer annually reviews all aspects of executive compensation - including all elements of supplemental benefits - to ensure that they are reasonable total remuneration levels. The compensation committee uses the Mercer comparability data to review and approve compensation for many of the organization's officers and key employees. The review is done annually and was last conducted during the fiscal year ended June 30, 2024. The compensation committee documents the decisions and determinations in committee minutes. Form 990, Part VI, Line 19 Required documents available to the public The conflicts of interest policy, governing documents and financial statements are available upon request. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue All other revenue - Total Revenue: 11085114, Related or Exempt Function Revenue: 11085114, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees Professional Fees - Total Expense: 63801599, Program Service Expense: 31613025, Management and General Expenses: 32188574, Fundraising Expenses: ; Purchased Services - Total Expense: XXX-XX-XXXX, Program Service Expense: 58010317, Management and General Expenses: 61451681, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in lease modification - -125928; University of Florida 226 Tigert Hall Gainesville FL 32611 596002052 Education FL NA false Shands Jacksonville HealthcareInc 655 West 8th Street Jacksonville FL 32209 592441966 SUPPORT SJMC FL 501(c)(3) Type II UF false SHANDS JACKSONVILLE PROPERTIES INC 655 West 8th Street Jacksonville FL 32209 591158241 SUPPORT SJMC FL 501(c)(3) Type II SJHC false SHANDS JACKSONVILLE COMMUNITY SERVICES INC 655 West 8th Street Jacksonville FL 32209 510173761 SUPPORT SJMC FL 501(c)(3) Type II SJHC false SHANDS JACKSONVILLE FOUNDATION INC 655 West 8th Street Jacksonville FL 32209 592622323 SUPPORT SJMC FL 501(c)(3) Type II SJHC false SHANDS JACKSONVILLE AFFILIATES INC 655 West 8th Street Jacksonville FL 32209 591913819 SUPPORT SJMC FL 501(c)(3) Type I SJMC true UNIVERSITY OF FLORIDA JACKSONVILLE PHYSICIANS INC 653 WEST 8TH STREET Jacksonville FL 32209 591867557 SUPPORT UF COLLEGE OF MEDICINE - JACKSONVILLE FL 501(c)(3) Type I UF false SHANDS TEACHING HOSPITAL AND CLINICS INC PO Box 100336 Gainesville FL 32610 591943502 MEDICAL SERVICES FL 501(c)(3) 3 UF false Elder Care of Alachua County Inc PO Box 100336 Gainesville FL 32610 593051104 Services for the Elderly FL 501(c)(3) 7 STHC false Shands Lake Shore Inc PO Box 100336 Gainesville FL 32610 592699965 Health Care FL 501(c)(3) 3 STHC false Southeastern Healthcare Foundation PO Box 100336 Gainesville FL 32610 592357609 Hospital Support FL 501(c)(3) Type II STHC false Shands Auxiliary Inc PO Box 100336 Gainesville FL 32610 593551267 Hospital Support FL 501(c)(3) Type I SEHF false Central Florida Health Inc dba UF Health Central Florida 600 EAST DIXIE AVENUE Leesburg FL 34748 331197054 SUPPORT STHC, UFHL, AND UFHV FL 501(c)(3) Type II STHC false Leesburg Regional Medical Center Inc dba UF Health Leesburg Hospital 600 EAST DIXIE AVENUE LEESBURG FL 34748 590878982 MEDICAL SERVICES FL 501(c)(3) 3 UFHCF false The Villages Tri-County Medical Center Inc dba UF Health The Villages Hospi tal 1451 EL CAMINO REAL THE VILLAGES FL 32159 593527036 MEDICAL SERVICES FL 501(c)(3) 3 UFHCF false Leesburg Regional Medical Center Foundation Inc dba UF Health Leesburg Hosp ital Foundation 600 EAST DIXIE AVENUE LEESBURG FL 34748 591800743 SUPPORT UFHL FL 501(c)(3) Type I UFHL false The Villages Regional Hospital Auxiliary Foundation Inc dba UF Health The V illages Hospital Auxiliary Foundation 1501 N US Highway 441 Suite 182 THE VILLAGES FL 32159 550818419 SUPPORT UFHV FL 501(c)(3) Type I UFHV false FACULTY CLINIC INC PO BOX 44008 Jacksonville FL 32231 592856153 SUPPORT UF JAX PHYSICIANS FL 501(c)(3) Type I UF false University of Florida Foundation Inc PO Box 14425 Gainesville FL 326042425 590974739 Support the University of Florida FL 501(c)(3) 7 UF false University of Florida Investment Corporation (UFICO) 4510 NW 6th Place 2nd Floor Gainesville FL 32607 201226494 Investment Management FL 501(c)(3) Type I UF false University of Florida Development Corporation 747 SW 2nd Avenue IMB 49 Gainesville FL 32601 352427022 Support the University of Florida and Promote Economic Development FL 501(c)(3) Type I UF false Florida Clinical Practice Association Inc PO Box 100205 Gainesville FL 326100205 591680273 Enhance medical education and research at the University of Florida FL 501(c)(3) Type I UF false GatorCare Health Management Corporation 1329 SW 16th Street Gainesville FL 32610 461185106 Self-Insured Health Ins Plan FL 501(c)(3) Type I UF false UNIVERSITY OF FLORIDA MEDICAL GUILD OF GAINESVILLE INC PO BOX 100215 GAINESVILLE FL 32610 510153878 SUPPORT UF FL 501(c)(3) 10 UF false FLAGLER HOSPITAL INC 400 HEALTH PARK BLVD ST AUGUSTINE FL 32086 590675143 MEDICAL SERVICES FL 501(c)(3) 3 STHC false FLAGLER HOME CARE LLC 301 HEALTH PARK BLVD STE 327 ST AUGUSTINE FL 32086 821562462 HOME CARE SERVICES FL 501(c)(3) 10 FLAGLER HOSPITAL false FLAGLER HEALTH CARE FOUNDATION INC 400 HEALTH PARK BLVD ST AUGUSTINE FL 32086 592440537 HOSPITAL SUPPORT FL 501(c)(3) Type I FLAGLER HOSPITAL false SOUTHERN HOSPITAL SYSTEMS INC PO BOX 100336 GAINESVILLE FL 32610 591930524 SUPPORT FOR SHANDS JACKSONVILLE MEDICAL CENTER, INC. 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