BROOKS HOME CARE ADVANTAGE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BROOKS HOME CARE ADVANTAGE (EIN 26-2216181)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349309182
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T12:24:42-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560747981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 RIDGEFIELD COURT | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262216181 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROOKS HOME CARE ADVANTAGE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROO | BusinessNameControlTxt |
| Phone | 9043457600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3599 UNIVERSITY BLVD SOUTH | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 322164252 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL R CURRAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9043457600 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY BIBBY | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.189.172.95 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 12:12:47 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 083993E8E059FCB3C563BE1594239D73DD9572BD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROOKS REHABILITATION HOME HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DOUGLAS M BAER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3599 UNIVERSITY BLVD SOUTH | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 322164252 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,394,835 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BROOKSREHAB.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2008 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | PROVISION OF HOME HEALTH CARE AND HOME REHABILITATION SERVICES | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 720 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $32,451,652 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,358,952 | CYProgramServiceRevenueAmt |
| PY Investment Income | $51,431 | PYInvestmentIncomeAmt |
| CY Investment Income | $26,568 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $32,503,083 | PYTotalRevenueAmt |
| CY Total Revenue | $32,385,520 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $25,428,424 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,205,224 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,469,287 | PYOtherExpensesAmt |
| CY Other Expenses | $10,616,009 | CYOtherExpensesAmt |
| PY Total Expenses | $33,897,711 | PYTotalExpensesAmt |
| CY Total Expenses | $35,821,233 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,394,628 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,435,713 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,525,455 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,504,464 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $30,375,348 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,022,827 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$3,849,893 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$7,518,363 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ADVANCE THE HEALTH AND WELL-BEING OF PERSONS REQUIRING REHABILITATION THROUGH SUPERIOR OUTCOMES, SERVICE, EDUCATION, AND RESEARCH | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,479,408 | ExpenseAmt |
| Revenue | $32,358,952 | RevenueAmt |
| Desc | IN 2008, BROOKS HEALTH SYSTEM INCORPORATED HOME HEALTH INTO OUR SERVICE OFFERINGS TO MEET THE NEEDS OF THE EXPANDING BABY BOOMER GENERATION. BROOKS HOME CARE ADVANTAGE, INC. IS ONE OF THE LARGEST HOME CARE AGENCIES IN NORTHEAST FLORIDA. WE PROVIDE A FULL SPECTRUM OF SKILLED NURSING AND REHABILITATION SERVICES FOR PATIENTS DISCHARGED FROM THE HOSPITAL, INCLUDING PHYSICAL THERAPY, SPEECH THERAPY, RESPIRATORY THERAPY AND OCCUPATIONAL THERAPY.SEE CONTIUNUATION ON SCHEDULE O.BROOKS HOME CARE OFFERS A FULL SPECTRUM OF SKILLED NURSING AND REHABILITATION OPTIONS WITH CONTINUED HEALTH CARE NEEDS IN THE HOME. SERVICES INCLUDE SKILLED NURSING CARE, PHYSICAL THERAPY, SPEECH THERAPY, RESPIRATORY THERAPY, OCCUPATIONAL THERAPY, INFUSION THERAPY, AND WOUND CARE. ADDITIONAL SERVICES ARE CARDIAC CARE, ORTHOPEDIC REHABILITATION, LYMPHEDEMA CARE, NEUROLOGICAL REHABILITATION, VESTIBULAR THERAPY, CONGESTIVE HEART FAILURE CARE, COPD CARE, AND FALLS PREVENTION. THESE SERVICES PROMOTE, MAINTAIN, OR RESTORE HEALTH, OR MINIMIZE THE EFFECTS OF ILLNESS AND DISABILITY, AND WITH THE ADDITION OF PERSONAL CARE HOME SERVICES, ARE DESIGNED TO PROVIDE A CONTINUUM OF HEALTH CARE SERVICES AS THE PATIENT TRANSITIONS FROM POST- ACUTE AND INPATIENT SKILLED NURSING TO THE HOME. HOME HEALTH PROVIDES MEDICALLY NECESSARY SKILLED CARE IN THE HOME, INTENDED FOR INDIVIDUALS WHO CANNOT EASILY LEAVE THEIR HOME TO RECEIVE NEEDED CARE.BROOKS HOME CARE TAKES GREAT PRIDE IN PROVIDING THE MOST PROFESSIONAL, COMPASSIONATE, AND RELIABLE SERVICES. OUR HOMECARE TEAM IS FOCUSED ON PROVIDING THE BEST PATIENT CARE WITH A PERSONAL TOUCH AND IS COMMITTED TO ENSURING AN EXCELLENT EXPERIENCE WITH EVERY VISIT. BROOKS HOME CARE IS A MEDICARE AND ACHC CERTIFIED HOME CARE AGENCY WITH STELLAR PATIENT CARE AND GREAT OUTCOMES. BROOKS EMPLOYS ONLY THE MOST QUALIFIED NURSING AND THERAPY STAFF SO THAT OUR PATIENTS HAVE THE BEST CHANCE TO RECOVER AND REGAIN INDEPENDENCE. OUR CARE TEAMS INCLUDE: REGISTERED NURSES (RNS) LICENSED PRACTICAL NURSES (LPNS) CERTIFIED NURSES ASSISTANTS (CNAS) SOCIAL WORKERS RESPIRATORY THERAPISTS PHYSICAL THERAPISTS OCCUPATIONAL THERAPISTS SPEECH THERAPISTS IN HOME COMPANION SERVICESAS THE REGION'S LARGEST HOME HEALTH PROVIDER BROOKS HOME CARE PROUDLY SERVES 23 COUNTIES IN NORTH EAST AND CENTRAL FLORIDA. IN 2019, BROOKS HOME CARE HAD APPROXIMATELY 184,000 HOME VISITS, OF WHICH 142,000 WERE MEDICARE. | Desc |
| Total Program Service Expenses | $22,479,408 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 720 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL R CURRAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9043457600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3599 UNIVERSITY BLVD SOUTH | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32216 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| HOWARD C SERKIN | |||||||||
| CHAIRMAN | 1.00 | 6.00 | Yes (X) | Yes (X) | $0 | $30,000 | $0 | ||
| BRUCE M JOHNSON | |||||||||
| MEMBER | 1.00 | 5.00 | Yes (X) | Yes (X) | $0 | $43,200 | $0 | ||
| DOUGLAS M BAER | |||||||||
| CEO | 1.00 | 51.00 | Yes (X) | Yes (X) | $0 | $749,114 | $560,207 | ||
| MICHAEL SPIGEL | |||||||||
| PRESIDENT/COO | 1.00 | 49.00 | Yes (X) | Yes (X) | $0 | $551,114 | $444,974 | ||
| DANIEL R CURRAN | |||||||||
| CFO | 1.00 | 51.00 | Yes (X) | $0 | $440,464 | $27,353 | |||
| KRIS A ROBERTS | |||||||||
| SR. V.P. OPERATIONS | 40.00 | $0 | $179,320 | $22,454 | Yes (X) | ||||
| HEATHER L D'AMBROSIO | |||||||||
| ACCOUNT EXECUTIVE II | 40.00 | $162,041 | $0 | $21,884 | Yes (X) | ||||
| CINDA STROUT | |||||||||
| V.P. SALES/MARKETING | 40.00 | $159,033 | $0 | $16,204 | Yes (X) | ||||
| CHARISMA FERNANDEZ | |||||||||
| OCC. THERAPIST | 40.00 | $122,231 | $0 | $21,126 | Yes (X) | ||||
| JOSEPH WHITE | |||||||||
| ADMINISTRATOR | 40.00 | $128,322 | $0 | $20,823 | Yes (X) | ||||
| ADAM HOFFMAN | |||||||||
| DIR. CLINICAL SERVICES | 40.00 | $120,018 | $0 | $22,263 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $691,645 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,993,212 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,157,288 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HOMECARE HOMEBASE LLC | |||||
| 6688 N CENTRAL EXPWAY STE 800 | DALLAS | TX | 75206 | SOFTWARE SERVICES | $1,044,230 |
| QUALITY IN REAL TIME | |||||
| 15 VERBENA AVE STE 210 | FLORAL PARK | NY | 11001 | BILLING SERVICES | $236,820 |
| AVANT HEALTHCARE PROFESSIONALS | |||||
| 1211 SEMORAN BLVD | CASSELBERRY | FL | 32707 | HEALTHCARE STAFFING | $220,237 |
| MANAGEMENT HEALTH SYSTEMS LLC | |||||
| 1580 SAWGRASS CORP PKY 200 | SUNRISE | FL | 33323 | HEALTHCARE STAFFING | $176,516 |
| RIGHTSOURCING INC | |||||
| 999 STEWART AVE STE 100 | BETHPAGE | NY | 11714 | STAFFING | $140,971 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT SERVICE | 623000 | $32,336,432 | $32,336,432 |
| OTHER OPERATING REVENUE | 623000 | $22,520 | $22,520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,358,952 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,883 | TotalRevenueColumnAmt |
| Exclusion | $35,883 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $9,315 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$9,315 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,315 | TotalRevenueColumnAmt |
| Exclusion | -$9,315 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,385,520 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,358,952 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $26,568 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,729,596 | TotalAmt |
| Program Services | $15,577,911 | ProgramServicesAmt |
| Management And General | $4,151,685 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,911 | TotalAmt |
| Program Services | $207,415 | ProgramServicesAmt |
| Management And General | $68,496 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,714,216 | TotalAmt |
| Program Services | $2,592,714 | ProgramServicesAmt |
| Management And General | $1,121,502 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,485,501 | TotalAmt |
| Program Services | $1,204,376 | ProgramServicesAmt |
| Management And General | $281,125 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,462 | TotalAmt |
| Management And General | $31,462 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,004 | TotalAmt |
| Management And General | $20,004 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $660,486 | TotalAmt |
| Program Services | $28,769 | ProgramServicesAmt |
| Management And General | $631,717 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,701 | TotalAmt |
| Program Services | $86,454 | ProgramServicesAmt |
| Management And General | $4,247 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,386,751 | TotalAmt |
| Program Services | $809,140 | ProgramServicesAmt |
| Management And General | $577,611 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,130 | TotalAmt |
| Program Services | $11,103 | ProgramServicesAmt |
| Management And General | $3,027 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $720,974 | TotalAmt |
| Program Services | $334,338 | ProgramServicesAmt |
| Management And General | $386,636 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,145,852 | TotalAmt |
| Program Services | $1,087,761 | ProgramServicesAmt |
| Management And General | $58,091 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,619 | TotalAmt |
| Program Services | $31,979 | ProgramServicesAmt |
| Management And General | $31,640 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,184,609 | TotalAmt |
| Management And General | $1,184,609 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,480,101 | TotalAmt |
| Management And General | $2,480,101 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,274 | TotalAmt |
| Management And General | $108,274 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| AFFILIATE MANAGEMENT FE | $2,199,956 | $2,199,956 | |
| MEDICAL SUPPLIES | $496,883 | $496,883 | |
| BAD DEBT | $7,500 | $7,500 | |
| MISCELLANEOUS EXPENSES | $4,707 | $1,642 | $3,065 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,821,233 | TotalAmt |
| Program Services | $22,479,408 | ProgramServicesAmt |
| Management And General | $13,341,825 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,608,479 | BOYAmt |
| EOY | $3,442,413 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,251,463 | BOYAmt |
| EOY | $3,952,476 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,689 | BOYAmt |
| EOY | $77,615 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,438,399 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,230,584 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $589,937 | BOYAmt |
| EOY | $1,207,815 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,884,234 | BOYAmt |
| EOY | $19,734,641 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,653 | BOYAmt |
| EOY | $89,504 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,525,455 | BOYAmt |
| EOY | $28,504,464 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,408,986 | BOYAmt |
| EOY | $2,336,094 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,239,111 | BOYAmt |
| EOY | $9,906,726 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,727,251 | BOYAmt |
| EOY | $23,780,007 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,375,348 | BOYAmt |
| EOY | $36,022,827 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,849,893 | BOYAmt |
| EOY | -$7,518,363 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,849,893 | BOYAmt |
| EOY | -$7,518,363 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,525,455 | BOYAmt |
| EOY | $28,504,464 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,435,713 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$232,757 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,265,313 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,243,654 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,202,499 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,451,652 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,358,952 | CurrentTaxYearAmt |
| Total | $151,522,070 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,265,313 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,243,654 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,202,499 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,451,652 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,358,952 | CurrentTaxYearAmt |
| Total | $151,522,070 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $151,522,070 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,662 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,961 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,357 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,431 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,023 | CurrentTaxYearAmt |
| Total | $293,434 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,662 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,961 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,357 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,431 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,023 | CurrentTaxYearAmt |
| Total | $293,434 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $112,239 | CurrentTaxYearMinus2YearsAmt |
| Total | $112,239 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,339,975 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,330,615 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,359,095 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,503,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,394,975 | CurrentTaxYearAmt |
| Total | $151,927,743 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99730 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99630 | PublicSupportPY509Pct |
| Investment Income CY | 0.00190 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00280 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Activities | Yes (1) | OtherActivitiesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | A PORTION OF THE DUES PAID TO HOME CARE ASSOCIATION OF FLORIDA ARE ALLOCATED FOR LOBBYING EXPENSES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $104,764 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,627 | DepreciationAmt |
| Book Value | $83,137 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,333,635 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,208,957 | DepreciationAmt |
| Book Value | $1,124,678 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,207,815 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| SWAP VALUATION | $483,371 |
| ESTIMATED THIRD PARTY SETTLEMENTS | $85,651 |
| DUE TO AFFLIATES | $23,210,985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $23,780,007 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION RECEIVES CONSOLIDATED FINANCIAL STATEMENTS INCLUDING CORPORATE PARENT AND SUBSIDIARIES. THE FOLLOWING DISCLOSURE APPLIES TO THE SYSTEM AS A WHOLE: BROOKS IS COMPRISED OF NOT-FOR-PROFIT CORPORATIONS 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DOUGLAS M BAER | ||||||||||||||
| CEO | $0 | $509,483 | $0 | $198,356 | $0 | $41,275 | $0 | $534,109 | $0 | $26,098 | $0 | $1,309,321 | $0 | $0 |
| MICHAEL SPIGEL | ||||||||||||||
| PRESIDENT/COO | $0 | $378,927 | $0 | $142,113 | $0 | $30,074 | $0 | $423,494 | $0 | $21,480 | $0 | $996,088 | $0 | $0 |
| DANIEL R CURRAN | ||||||||||||||
| CFO | $0 | $289,415 | $0 | $114,210 | $0 | $36,839 | $0 | $8,400 | $0 | $18,953 | $0 | $467,817 | $0 | $0 |
| KRIS A ROBERTS | ||||||||||||||
| SR. V.P. OPERATIONS | $0 | $175,339 | $0 | $2,783 | $0 | $1,198 | $0 | $5,558 | $0 | $16,896 | $0 | $201,774 | $0 | $0 |
| HEATHER L D'AMBROSIO | ||||||||||||||
| ACCOUNT EXECUTIVE II | $161,885 | $0 | $0 | $0 | $156 | $0 | $2,722 | $0 | $19,162 | $0 | $183,925 | $0 | $0 | $0 |
| CINDA STROUT | ||||||||||||||
| V.P. SALES/MARKETING | $131,095 | $0 | $24,400 | $0 | $3,538 | $0 | $2,942 | $0 | $13,262 | $0 | $175,237 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | IN 2012, GENESIS HEALTH, INC., A RELATED ORGANIZATION, PROVIDED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN TO CERTAIN KEY EMPLOYEES. THE PLAN IS AN UNFUNDED DEFERRED COMPENSATION PLAN DESCRIBED IN SECTION 457(F) AND IS INTENDED FOR A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. AT THIS TIME, CONTRIBUTIONS TO AN INDIVIDUAL'S ACCOUNT UNDER THE PLAN ARE ON A PERCENTAGE OF THE INDIVIDUAL'S ANNUAL BASE SALARY AS APPROVED BY THE BOARD COMPENSATION COMMITTEE. VESTING IN THE PLAN FOR CURRENT MEMBERS OCCURS JANUARY 1, 2022, PROVIDED EMPLOYMENT IS MAINTAINED, AND DISREGARDING ACCELERATION DUE TO DEATH OR DISABILITY. FOR THE CURRENT TAX YEAR, ALLOCATIONS TO THE PLAN FOR LISTED INDIVIDUALS WERE AS FOLLOWS, (LISTED AS A COMPONENT OF PART II, COLUMN (C)): $525,709 DOUGLAS M. BAER $415,094 MICHAEL R. SPIGEL |
| PART I, LINE 6 | 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 BROOKS HEALTH SYSTEM, A RELATED ORGANIZATION. THE BOARD OF BROOKS HEALTH SYSTEM USES THE FOLLOWING METHODS TO DETERMINE EXECUTIVE COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION STUDY OR SURVEY - APPROVAL BY COMPENSATION COMMITTEE |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACKSONVILLE ECONOMIC DEVELOPMENT COMMISSION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issued | 2010-08-17 | BondIssuedDt |
| Issue Price | $34,100,000 | IssuePriceAmt |
| Purpose | CAPITAL IMPROV., REFINANCING | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $7,353,979 | RetiredAmt |
| Total Proceeds | $34,374,251 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $460,224 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $33,639,776 | CapitalExpendituresAmt |
| Substantial Completion | 2013 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | 0 | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00130 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.00130 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBVA COMPASS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 15.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | Yes (1) | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, DESCRIPTION OF PURPOSE: | THE JACKSONVILLE ECONOMIC DEVELOPMENT COMMISSION HEALTH CARE REVENUE BONDS, SERIES 2010 WAS APPROVED AT $65,000,000 TO BE DISBURSED IN THREE SEPARATE ISSUES. THE FIRST FUNDING WAS FOR $34,100,000 ISSUED IN AUGUST 2010, AND WAS ALLOCATED TO THE FILING ORGANIZATION. THE PURPOSE OF THE ISSUE WAS TO: (I) FINANCE A PORTION OF THE COST OF CAPITAL IMPROVEMENTS, (II) REFINANCE CERTAIN INDEBTEDNESS OF THE COMPANY WHICH FINANCED THE ACQUISITION OF BROOKS HOME CARE ADVANTAGE, INC. AND (III) PAY THE COSTS ASSOCIATED WITH THE ISSUANCE OF THE DEBT. THE CAPITAL IMPROVEMENTS WILL CONSIST OF: (I) BUILDING THE INFRASTRUCTURE ON LAND HELD FOR INVESTMENT, (II) IMPROVEMENTS AT THE COMPANY'S EXISTING INPATIENT REHABILITATION HOSPITAL, (III) ROUTINE CAPITAL IMPROVEMENTS TO HEALTH CARE FACILITIES OF THE COMPANY. |
| PART II, LINE 3 | INVESTMENT EARNINGS HAVE BEEN INCLUDED IN THIS LINE. BECAUSE OF THIS, THE ISSUE PRICE ON PART I AND THE ISSUE PRICE IN PART II WILL NOT MATCH. |
| SCHEDULE K, PART II, LINE 3: TOTAL PROCEEDS: |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE ORGANIZATION IS GENESIS HEALTH, INC., A FLORIDA NOT FOR PROFIT CORPORATION DOING BUSINESS AS BROOKS HEALTH SYSTEM AND AN ORGANIZATION RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3). |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION SHALL AT ALL TIMES HAVE AT LEAST THREE MEMBERS OF THE BOARD OF DIRECTORS. THE MEMBERS OF THE BOARD OF DIRECTORS SHALL BE ELECTED BY THE SOLE MEMBER AS PROVIDED IN THE BYLAWS OF THE ORGANIZATION. SEE THE RESPONSE TO LINE 6 ABOVE. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE FOLLOWING ACTIONS REQUIRE THE APPROVAL OF THE SOLE MEMBER: - A CHANGE IN THE PURPOSE OF THE ORGANIZATION - THE TERMINATION OF THE TAX-EXEMPT STATUS OF THE ORGANIZATION UNDER SECTION 501(C)(3) - THE SALE OR DISPOSITION OF SUBSTANTIALLY ALL OF THE ASSETS OF THE ORGANIZATION OR A SUBSIDIARY OF THE ORGANIZATION - THE DISSOLUTION OR LIQUIDATION OF THE ORGANIZATION OR A SUBSIDIARY OF THE ORGANIZATION - THE ADDITION OF A MEMBER OF THE ORGANIZATION - THE MERGER OR CONSOLIDATION OF THE ORGANIZATION OR A SUBSIDIARY OF THE ORGANIZATION OR THE ESTABLISHMENT OF A SUBSIDIARY OF THE ORGANIZATION - THE AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS OF THE ORGANIZATION |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS UPLOADED TO A SHARED FILE SYSTEM FOR ACCESS BY BOARD MEMBERS. BOARD MEMBERS MAY REQUEST PRINTED COPIES. THE 990 FORM IS REVIEWED IN DETAIL BY THE AUDIT COMMITTEE. A SUMMARY IS PRESENTED TO THE BOARD. |
| 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, INC. USES AN OUTSIDE CONSULTANT FOR ALL OFFICER, EXECUTIVE, AND TOP MANAGMENT COMPENSATION DECISIONS. THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS APPROVES ALL DECISIONS REGARDING EXECUTIVE COMPENSATION |
| 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 VIII, LINES 3 AND 4: | 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 XI, LINE 9: | GAIN ON SWAP VALUATION -232,757. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GENESIS HEALTH INC | |||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 592249370 | HEALTHCARE | FL | 501(C)(3) | LINE 12B, II | N/A | 0 | |
| GENESIS REHABILITATION HOSPITAL INC | |||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 593284221 | HEALTHCARE / REHAB CARE | FL | 501(C)(3) | LINE 3 | 0 | GENESIS HEALTH INC | |
| PHYSICAL MEDICINE SPECIALISTS INC | |||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 593530305 | HEALTHCARE / PHYSICIANS | FL | 501(C)(3) | LINE 12A, I | 0 | GENESIS REHABILITATION HOSPITAL INC | |
| GENESIS HEALTH DEVELOPMENT INC | |||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 592249372 | HEALTHCARE / REHAB THERAPY | FL | 501(C)(3) | LINE 10 | 0 | GENESIS HEALTH INC | |
| BROOKS SKILLED NURSING INC | |||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 264561148 | HEALTHCARE / SKILLED NURSING | FL | 501(C)(3) | LINE 10 | 0 | GENESIS HEALTH INC | |
| BROOKS SKILLED NURSING FACILITY A INC | |||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 272153586 | HEALTHCARE / SKILLED NURSING | FL | 501(C)(3) | LINE 3 | 0 | BROOKS SKILLED NURSING INC | |
| THE GENESIS HEALTH FOUNDATION INC | |||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 592249340 | SUPPORT / FUNDRAISING | FL | 501(C)(3) | LINE 7 | 0 | GENESIS HEALTH INC | |
| BROOKS SKILLED NURSING FACILITY HOLDINGS A INC | |||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 272187557 | REAL ESTATE HOLDING | FL | 501(C)(3) | LINE 12A, I | 0 | BROOKS SKILLED NURSING INC | |
| BROOKS SKILLED NURSING FACILITY HOLDINGS B INC | |||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 452623488 | REAL ESTATE HOLDING | FL | 501(C)(3) | LINE 12A, I | 0 | BROOKS SKILLED NURSING INC | |
| BROOKS REHABILITATION CLINICAL RESEARCH CENTER INC | |||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 452094888 | RESEARCH | FL | 501(C)(3) | PENDING | 0 | GENESIS HEALTH INC | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST AUGUSTINE MOB LTD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3599 UNIVERSITY BLVD SOUTH | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593397507 | EIN |
| Primary Activities | REAL ESTATE HOLDING | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| GH HOLDINGS INC | |||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 593007328 | HOLDING COMPANY | FL | N/A | C | 0 |
| GH MANAGEMENT INC | |||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 592387438 | HOLDING COMPANY | FL | N/A | C | 0 |
| GENESIS MANAGEMENT SERVICES INC | |||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 592183211 | MANAGEMENT SERVICES | FL | N/A | C | 0 |
| GH MEDICAL SERVICES INC | |||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 592742895 | MEDICAL SERVICES | FL | N/A | C | 0 |
| GH PARTNERSHIP HOLDINGS PPA INC | |||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 593075439 | INVESTMENT HOLDINGS | FL | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |