2025-11-13T08:13:48+00:00 2024-12-31 440160260 Forvis Mazars LLP 255 South Orange Avenue Suite 600 Orlando FL 32801 990 2024-01-01 591912330 NORTH FLORIDA RETIREMENT VILLAGE INC NORT 3525548575 SANTAFE HEALTHCAREINC PO BOX 749 GAINESVILLE FL 326270749 STEVEN M ZIEGLER PRESIDENT AND CHIEF LEGAL OFFICER 3525548575 2025-11-13 true true Peter Gubler P00190185 4077405400 2025-11-13 2024 2025-03-06 01:10:19Z THE VILLAGE STEVEN M ZIEGLER SANTAFE HEALTHCAREINC PO BOX 749 GAINESVILLE FL 326270749 40058267 false X www.thevillageonline.com X 1979 FL TO PROVIDE SENIOR CITIZENS WITH AFFORDABLE HOUSING, MEALS, ASSISTED LIVING AND RELATED SERVICES. 5 0 525 0 0 175362 36767203 39255029 125655 619370 5008 4603 36897866 40054364 0 0 13988312 14528180 0 0 20583207 21914533 34571519 36442713 2326347 3611651 86031328 87689102 92220521 90101074 -6189193 -2411972 X THE MISSION OF NORTH FLORIDA RETIREMENT VILLAGE, INC. IS TO PROVIDE AFFORDABLE HOUSING, MEALS, ASSISTED LIVING, CONGREGATE CARE AND RELATED SERVICES TO SENIOR CITIZENS. SERVICES ARE PROVIDED 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS A YEAR TO AN AVERAGE OF APPROXIMATELY 602 SENIOR CITIZEN RESIDENTS PER DAY. TO THE EXTENT OF ITS FINANCIAL ABILITY, NORTH FLORIDA RETIREMENT VILLAGE, INC. MAKES EVERY EFFORT TO CONTINUE PROVIDING SERVICES TO RESIDENTS WHO BECOME UNABLE TO PAY. false false 10594491 0 9606858 NORTH FLORIDA RETIREMENT VILLAGE, INC. PROVIDED CLEANING, LAUNDRY, MAINTENANCE, SECURITY AND UTILITIES TO SENIOR CITIZENS IN RESIDENTIAL UNITS. THE AVERAGE NUMBER OF UNITS SERVED PER DAY IN 2024 WERE 556. 8418664 0 7639103 NORTH FLORIDA RETIREMENT VILLAGE, INC. PROVIDED THREE MEALS DAILY TO SENIORS AND TRAY SERVICE TO INDIVIDUALS LOCATED IN THE ASSISTED LIVING AREAS OR THOSE UNABLE TO LEAVE THEIR APARTMENTS. TOTAL MEALS SERVED IN 2024 WERE 418,385. 8037413 0 19555608 NORTH FLORIDA RETIREMENT VILLAGE, INC. PROVIDED ASSISTED LIVING SERVICES FOR INDIVIDUALS WHO ARE UNABLE TO PERFORM ONE OR MORE BASIC ACTIVITIES OF DAILY LIVING (ADL) FOR THEMSELVES. TOTAL RESIDENT-DAYS SERVED IN 2024 WERE 44,662. 2411692 0 2453460 OTHER PROGRAM SERVICES: NORTH FLORIDA RETIREMENT VILLAGE PROVIDED RESIDENTS WITH OTHER MISCELLANEOUS PROGRAM SERVICES INCLUDING RECREATIONAL, CULTURAL, AND HOBBY ACTIVITIES, IN ADDITION TO TRANSPORTATION TO LOCAL EVENTS. THE TOTAL AVERAGE RESIDENTS SERVED PER DAY IN 2024 WERE 640. 2411692 2453460 29462260 true true false false false false false false false false true false false true true true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false true 135 0 true 525 true false false false false false false false false false false X 5 0 false false false false false true true true true false false false true true true true true true true true false false X KARL F GOEDERT CONTROLLER 3525548575 4300 NW 89TH BLVD GAINESVILLE FL 326065688 BENJAMIN I DOERR JR TREASURER 1.0 5.0 X X 0 61339 0 GLENDA E HOOD CHAIR 1.0 5.0 X X 0 74039 0 JACKSON N SASSER PHD VICE CHAIR 1.0 5.0 X X 0 61339 0 LAWRENCE G SCHREIBER Former President & CEO/Director 1.0 44.0 X X 0 6619112 30816 KEVIN R MADDRON DIRECTOR 1.0 5.0 X 0 56539 0 STEVEN ZIEGLER PRESDIENT & CLO 1.0 44.0 X 0 1752513 47836 KIMBERLY GIBERTI EXECUTIVE DIRECTOR 40.0 0 X 167250 0 15734 JERRY W VINSON RN 40.0 0 X 127995 0 1751 JESUS A NEIRA DIRECTOR OF CULINARY AND DINING SERVICES 40.0 0 X 122982 0 832 KENNETH W WILLNER RN 40.0 0 X 118518 0 5297 THOMAS E HAMMOND DIRECTOR OF INNOVATION & TECHOLOGY 40.0 0 X 131841 0 14064 668586 8624881 116330 5 false true false DWIGHT CAPITAL LLC 787 ELEVENTH AVENUE FLOOR 10 NEW YORK NY 10019 FINANCIAL SERVICES 7289720 SANTAFE MANAGEMENT SERVICE LLC 4300 NW 89TH BLVD GAINESVILLE FL 32606 MANAGEMENT SERVICES 1896572 THE MASTERS LAWN CARE LLC 11417 NW 59TH TER GAINESVILLE FL 32653 MAINTENANCE SERVICES 509757 POLSINELLI PC 900 W 48TH PLACE SUITE 900 KANSAS CITY MO 64112 LEGAL SERVICES 462066 HD SUPPLY FACILITIES MAINTENANCE LTD PO BOX 509058 SAN DIEGO CA 921509058 MAINTENANCE SERVICES 125389 5 175362 175362 RESIDENT SERVICES 900099 39255029 39255029 0 0 0 0 39255029 623273 623273 0 0 0 3903 0 -3903 -3903 -3903 0 4603 0 4603 4603 0 0 0 0 0 40054364 39255029 0 623973 167250 167250 11868280 9721092 2147188 519293 456691 62602 1151963 977571 174392 821394 724002 97392 2037670 2037670 32214 32214 37106 37106 10244 10244 231767 133459 98308 0 778710 778710 196503 152879 43624 382854 382854 5121199 4925446 195753 17823 5300 12523 2870926 2818181 52745 4801792 4321613 480179 1724378 1551940 172438 FOOD COSTS 2060614 2060614 OTHER SUPPLIES 530662 526674 3988 OTHER NON-OPERATING 505118 505118 OTHER EXPENSES 213074 73666 139408 361879 234422 127457 0 36442713 29462260 6980453 0 13692 32575 3129891 1174032 284148 298340 0 0 0 0 128601 122931 539553 390203 135090822 77283734 60069833 57807088 11773822 16111445 0 0 10091788 11752488 86031328 87689102 2222406 1987717 102714 68992 0 0 89385641 87628596 509760 415769 92220521 90101074 X -6922374 -3000460 733181 588488 -6189193 -2411972 86031328 87689102 X 3611651 278218 -112648 X false true true true true X 994640 391630 261299 175362 1822931 31326723 30424237 32746777 36767203 39255029 170519969 0 0 0 32321363 30815867 33008076 36767203 39430391 172342900 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 172342900 324646 358346 270097 419077 623273 1995439 0 324646 358346 270097 419077 623273 1995439 0 896 352 1218 5008 4603 12077 32646905 31174565 33279391 37191288 40058267 174350416 0.98849 0.98906 0.01 0.0108 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - SALES OF INVENTORY, NET, COLUMN A - 896.0, COLUMN B - 352.0, COLUMN C - 1218.0, COLUMN D - 5008.0, COLUMN E - 4603.0, COLUMN F - 12077.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1267803 1267803 115785275 64985934 50799341 4206798 3387025 819773 11710986 8910775 2800211 2119960 2119960 57807088 ESCROW FUNDS 6032877 RESERVE FOR REPLACEMENT 4710373 BENEFICIAL INTEREST IN NET ASSETS OF SANTAFE SENIOR LIVING FOUNDATION, INC. 588488 RESIDENT CONTRACT ACQUISITION COSTS 319036 RIGHT-OF-USE ASSETS 53278 DUE FROM AFFILIATES 9874 INTEREST RECEIVABLE 28852 OTHER RECIEVABLES 9710 11752488 Federal Income Taxes DUE TO AFFILIATES 367178 LEASE LIABILITY 48591 415769 X 40354135 278218 32045 310263 40043872 10244 248 10492 40054364 36432221 0 0 36432221 10244 248 10492 36442713 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE VILLAGE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE VILLAGE IS SUBJECT TO INCOME TAXES ON INCOME UNRELATED TO ITS TAX-EXEMPT PURPOSE AS IT MAY BECOME APPLICABLE. THE VILLAGE HAD NO UNRELATED BUSINESS INCOME DURING 2024 AND 2023 AND HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 OR 2023. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 NET ASSET TRANSFER - 32045 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements STORE EXPENSE INCLUDED IN REVENUE - 248 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements STORE EXPENSE INCLUDED IN REVENUE - 248 true true false false false false false false false LAWRENCE G SCHREIBER Former President & CEO/Director 0 518262 0 0 0 6100850 0 13800 0 17016 0 6649928 0 0 STEVEN ZIEGLER PRESDIENT & CLO 0 425856 0 0 0 1326657 0 13800 0 34036 0 1800349 0 0 KIMBERLY GIBERTI EXECUTIVE DIRECTOR 154971 0 11799 0 480 0 6642 0 9092 0 182984 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE CHIEF EXECUTIVE OFFICER (CEO) OF EAST RIDGE RETIREMENT VILLAGE, INC. IS COMPENSATED BY SANTAFE HEALTHCARE, INC., A RELATED SUPPORTING ORGANIZATION. SANTAFE HEALTHCARE, INC. UTILIZES THE FOLLOWING PROCESS TO ESTABLISH THE CEO'S COMPENSATION AND BENEFITS: ANNUALLY, THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS RETAINS AN INDEPENDENT THIRD PARTY COMPENSATION AND BENEFITS CONSULTING FIRM TO CONDUCT A MARKET COMPETITIVENESS REVIEW OF THE CEO'S TOTAL DIRECT COMPENSATION (BASE SALARY, ANNUAL INCENTIVES, AND LONG TERM INCENTIVES) AND BENEFITS. THE COMPETITIVE ANALYSIS INCLUDES COMPARISON TO SIMILAR POSITIONS IN COMPANIES OF SIMILAR SIZE WITHIN THE SAME OR SIMILAR INDUSTRY. THE INDEPENDENT CONSULTING FIRM MAKES RECOMMENDATIONS, IF ANY, DIRECTLY TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ESTABLISHES THE FINAL COMPENSATION AND BENEFIT PACKAGE FOR THE CEO TAKING INTO CONSIDERATION THE MARKET COMPETITIVENESS REVIEW AND FINAL RECOMMENDATION OF THE INDEPENDENT CONSULTING FIRM. THE INDEPENDENT CONSULTING FIRM PROVIDES AN OPINION LETTER REGARDING THE REASONABLENESS OF THE CEO'S FINAL COMPENSATION AND BENEFITS PACKAGE. THE ACTIONS OF THE BOARD ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. Schedule J, Part I, Line 4a Severance or change-of-control payment LISTED PERSONS ARE EMPLOYEES OF EAST RIDGE RETIREMENT VILLAGE OR RELATED ORGANIZATIONS. EAST RIDGE RETIREMENT VILLAGE EMPLOYEES ARE NOT COVERED BY A FORMAL SEVERANCE POLICY; SEVERANCE IS HANDLED ON A CASE-BY-CASE BASIS. EMPLOYEES OF RELATED ORGANIZATIONS ARE COVERED BY A SEVERANCE POLICY WHICH INCLUDES MONTHLY PAYMENTS UP TO A MAXIMUM OF 12 - 36 MONTHS UNDER QUALIFYING CIRCUMSTANCES AND DEPENDING ON POSITION. THE FOLLOWING PERSONS RECEIVED SEVERANCE OR CHANGE-OF-CONTROL PAYMENTS DURING THE 2024 CALENDAR YEAR: LAWRENCE SCHREIBER - $6,100,560 STEVEN ZIEGLER - $1,326,177 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan LISTED PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE YEAR: LAWRENCE G SCHREIBER, PHILIP G BOWLING, STEVEN M ZIEGLER, AND RONALD E JENNETTE ARE EMPLOYEES OF SANTAFE HEALTHCARE, INC., A RELATED SUPPORTING ORGANIZATION. THEY PARTICIPATE IN TWO NONQUALIFIED DEFERRED COMPENSATION RETIREMENT PLANS SPONSORED BY SANTAFE HEALTHCARE, INC. FOR A CERTAIN GROUP OF EXECUTIVES. ONE PLAN RESTORES RETIREMENT BENEFITS EQUIVALENT TO QUALIFIED 401(K) BENEFITS ON INCOME EARNED IN EXCESS OF THE INTERNAL REVENUE SERVICE CODE SECTION 401(A)(17) RECOGNIZABLE PAY LIMITS (A DEFINED CONTRIBUTION RESTORATION PLAN). VESTING FOR THIS PLAN IS ACHIEVED AT AGE 55 AND 10 YEARS OF SERVICE OR AT AGE 65 AND 5 YEARS OF SERVICE. THE SECOND SUPPLEMENTAL DEFINED CONTRIBUTION PLAN PROVIDES ADDITIONAL RETIREMENT INCOME BASED ON A PERCENTAGE OF BASE SALARY AND VESTS AT THREE AND FIVE YEARS OF SERVICE. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 2,411,692 including grants of $ 0)(Revenue $ 2,453,460) OTHER PROGRAM SERVICES: NORTH FLORIDA RETIREMENT VILLAGE PROVIDED RESIDENTS WITH OTHER MISCELLANEOUS PROGRAM SERVICES INCLUDING RECREATIONAL, CULTURAL, AND HOBBY ACTIVITIES, IN ADDITION TO TRANSPORTATION TO LOCAL EVENTS. THE TOTAL AVERAGE RESIDENTS SERVED PER DAY IN 2024 WERE 640. Form 990, Part VI, Line 15 PROCESS TO ESTABLISH COMPENSATION THE PROCESS FOR DETERMINING COMPENSATION FOR ALL OTHER OFFICERS OR KEY EMPLOYEES OF NORTH FLORIDA RETIREMENT VILLAGE, INC. IS AS FOLLOWS: THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS ANNUALLY RETAINS AN INDEPENDENT THIRD PARTY COMPENSATION AND BENEFITS CONSULTING FIRM (FIRM) TO CONDUCT A MARKET COMPETITIVENESS REVIEW OF ALL NORTH FLORIDA RETIREMENT VILLAGE, INC. NON-DIRECTOR OFFICERS AND EXECUTIVE DIRECTOR'S TOTAL DIRECT COMPENSATION (BASE SALARY, ANNUAL INCENTIVES, AND LONG TERM INCENTIVES) AND BENEFITS. THE COMPETITIVE ANALYSIS INCLUDES COMPARISONS TO SIMILAR POSITIONS IN COMPANIES OF SIMILAR SIZE WITHIN THE SAME OR SIMILAR INDUSTRY. AFTER COMPLETION OF ITS REVIEW, THE FIRM MAKES RECOMMENDATIONS, IF ANY, DIRECTLY TO THE BOARD OF DIRECTORS. THE FIRM PROVIDES AN OPINION LETTER REGARDING THE REASONABLENESS OF TOTAL DIRECT COMPENSATION AND EXECUTIVE BENEFITS. THE ACTIONS OF THE BOARD ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETINGS. THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS REGULARLY RETAINS AN INDEPENDENT THIRD PARTY CONSULTANT TO CONDUCT A MARKET COMPETITIVENESS REVIEW OF THE BOARD OF DIRECTORS' (INCLUDING OFFICER POSITIONS) COMPENSATION. THE COMPETITIVENESS ANALYSIS INCLUDES COMPARISONS TO BOTH NOT-FOR-PROFIT AND PUBLIC COMPANY (EXCLUDING EQUITY COMPONENT) DATA FOR COMPANIES WITHIN THE SAME OR SIMILAR INDUSTRY. ANY COMPENSATION CHANGES ARE APPROVED BY THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS BASED ON THE MARKET COMPETITIVENESS STUDY. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS CONSTITUTES THE ORGANIZATION'S BOARD OF DIRECTORS, WHICH MAKES ALL GOVERNANCE DECISIONS OF THE ORGANIZATION. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS HAS THE POWER AND AUTHORITY TO ESTABLISH COMMITTEES, TO ELECT AND REMOVE OFFICERS, TO APPROVE AMENDMENTS OF THE ORGANIZATION'S GOVERNING DOCUMENTS, AND TO MODIFY, AMEND, RESCIND, OR REPEAL ANY ACTION TAKEN BY THE ORGANIZATION'S BOARD OF DIRECTORS. Form 990, Part VI, Line 11b Review of form 990 by governing body A COPY OF THE ORGANIZATION'S FORM 990, AS ULTIMATELY FILED WITH THE IRS, WAS PROVIDED TO EACH CURRENT MEMBER OF THE BOARD OF DIRECTORS BEFORE SUBMISSION TO THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy NORTH FLORIDA RETIREMENT VILLAGE, INC. HAS A PROCEDURE FOR MONITORING AND ENFORCING COMPLIANCE WITH ITS CORPORATE CONFLICT OF INTEREST POLICY (POLICY). EACH COVERED PERSON SHALL RECEIVE A COPY OF THE POLICY FOR REVIEW AND SUBMIT AN AFFIRMATION WHICH IS ATTACHED TO THE CODE OF ETHICAL BUSINESS CONDUCT. ADDITIONALLY, EACH COVERED PERSON ENGAGED IN MAKING OR INFLUENCING DECISIONS ON BEHALF OF SANTAFE HEALTHCARE, INC. OR ITS AFFILIATES SHALL COMPLETE A QUESTIONNAIRE CONCERNING CONFLICTS OF INTEREST ANNUALLY. THE PROCEDURE DETAILS THAT THE CORPORATE SECRETARY HAS RESPONSIBILITY FOR DELIVERY OF THE POLICY TO DIRECTORS AND OFFICERS AND RECEIPT OF THEIR AFFIRMATIONS AND QUESTIONNAIRES. THE HUMAN RESOURCES DEPARTMENT SHALL OBTAIN THE AFFIRMATION AND QUESTIONNAIRE FROM EVERY NEW EMPLOYEE AT ORIENTATION. THE HUMAN RESOURCES DEPARTMENT SHALL ALSO OBTAIN THE AFFIRMATION FROM ALL EMPLOYEES AND THE CONFLICT OF INTEREST QUESTIONNAIRE FROM APPLICABLE EMPLOYEES ANNUALLY. MEMBERS OF CORPORATE ADVISORY BOARDS SUBMIT THE AFFIRMATION AND QUESTIONNAIRE TO THE CHIEF COMPLIANCE OFFICER. ANNUAL CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY INTERNAL STAFF TO ENSURE RECORDS ARE COMPLETE. AS PART OF THE CORPORATE CONTRACT REVIEW PROCESS, CONSIDERATION IS GIVEN TO ANY POTENTIAL CONFLICTS OF INTEREST INVOLVING OPERATIONAL OR FINANCIAL TRANSACTIONS. ALL EMPLOYEES ARE EXPECTED TO DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS. INITIAL REVIEW OF EMPLOYEE QUESTIONNAIRES WILL BE PERFORMED BY THE HUMAN RESOURCES DEPARTMENT AND AFFILIATE COMPLIANCE OFFICER, WITH REVIEW OF ANY DISCLOSURES BY THE CHIEF COMPLIANCE OFFICER WHO WILL EVALUATE, MAKE NECESSARY INQUIRIES, AND INVESTIGATE ALTERNATIVES. BOARD MEMBERS SHALL DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS TO THE CHAIRPERSON OF THE SANTAFE HEALTHCARE, INC. BOARD, AND THE CHAIRPERSON OR CHIEF COMPLIANCE OFFICER SHALL EVALUATE CONFLICT DISCLOSURES AND, IF APPROPRIATE, INVESTIGATE ALTERNATIVES AND REPORT TO DISINTERESTED BOARD MEMBERS FOR RESOLUTION. THE MINUTES OF THE BOARD OR ANY COMMITTEE MEETING AT WHICH A POTENTIAL OR ACTUAL CONFLICT OF INTEREST IS DISCLOSED OR DISCUSSED SHALL REFLECT THE NAME OF THE INTERESTED PARTY, THE NATURE OF THE CONFLICT, THE DELIBERATIONS AND THE RESOLUTION OF THE CONFLICT. IF IT IS DETERMINED THAT A COVERED PERSON HAS FAILED TO COMPLY WITH THE POLICY, THE CHIEF COMPLIANCE OFFICER OR THE CHAIRPERSON SHALL TAKE APPROPRIATE ACTION, WHICH MAY INCLUDE REMOVAL FROM OFFICE OR TERMINATION OF EMPLOYMENT. Form 990, Part VI, Line 19 Required documents available to the public NORTH FLORIDA RETIREMENT VILLAGE, INC.'S PROCEDURE FOR MAKING VARIOUS DOCUMENTS AVAILABLE TO THE PUBLIC IS AS FOLLOWS: THE ARTICLES OF INCORPORATION CAN BE ACCESSED DIRECTLY THROUGH THE FLORIDA DEPARTMENT OF STATE, DIVISION OF CORPORATIONS WEBSITE AT WWW.SUNBIZ.ORG. THE CONFLICT OF INTEREST POLICY CAN BE OBTAINED DIRECTLY FROM THE ORGANIZATION UPON WRITTEN REQUEST. NORTH FLORIDA RETIREMENT VILLAGE, INC. DID NOT OTHERWISE MAKE ITS GOVERNING DOCUMENTS, INCLUDING BYLAWS, AVAILABLE TO THE PUBLIC. IN ADDITION, DURING THE TAX YEAR, NORTH FLORIDA RETIREMENT VILLAGE, INC. DID NOT MAKE ITS AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. Form 990, Part VII, Section A, Line 1a CERTAIN SENIOR EXECUTIVES ARE ACCOUNTABLE FOR AND PERFORM SERVICES FOR SANTAFE HEALTHCARE, INC. AND EACH OF ITS AFFILIATES. SANTAFE HEALTHCARE, INC. AND AFFILIATES REPRESENT A DIVERSIFIED FAMILY OF NOT-FOR-PROFIT ORGANIZATIONS. THESE SENIOR EXECUTIVES ARE PAID DIRECTLY BY SANTAFE HEALTHCARE, INC., AND THEIR COMPENSATION AND BENEFITS ARE APPORTIONED AND CHARGED TO THE RESPECTIVE AFFILIATES BASED ON THE ESTIMATED AMOUNT OF TIME SPENT ON EACH AFFILIATE'S ACTIVITIES. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF SFSLF - -144693; NET ASSET TRANSFER - 32045; Total - -112648; SANTAFE HEALTHCARE INC PO BOX 749 GAINESVILLE FL 326270749 592317607 MANAGEMENT AND FINANCIAL SUPPORT FOR NOT-FOR-PROFIT AFFILIATES FL 501(c)(3) Type II NA false NORTH CENTRAL FLORIDA HOSPICE INC NORTH CENTRAL FLORIDA HOSPICE INC GAINESVILLE FL 326270749 592490893 HOSPICE CARE FL 501(c)(3) 10 SANTAFE HEALTHCARE INC false SANTAFE SENIOR LIVING INC PO BOX 749 GAINESVILLE FL 326270749 203700526 MANAGEMENT AND FINANCIAL SUPPORT FOR NOT-FOR-PROFIT AFFILIATES FL 501(c)(3) Type II SANTAFE HEALTHCARE INC false BVG ACQUISITION INC PO BOX 749 GAINESVILLE FL 326270749 203701186 RETIREMENT COMMUNITY FL 501(c)(3) 10 SANTAFE HEALTHCARE INC false EAST RIDGE RETIREMENT VILLAGE INC PO BOX 749 GAINESVILLE FL 326270749 590903331 RETIREMENT COMMUNITY FL 501(c)(3) 10 SANTAFE HEALTHCARE INC false SANTAFE SENIOR LIVING FOUNDATION Inc PO BOX 749 GAINESVILLE FL 326270749 264464727 CHARITABLE & EDUCATIONAL PURPOSES FL 501(c)(3) 7 SANTAFE HEALTHCARE INC false HFK CARE CORPORATION PO BOX 749 GAINESVILLE FL 326270749 592386289 HOSPICE CARE & HOME HEALTH CARE FL 501(c)(3) 7 SANTAFE HEALTHCARE INC false SF HOLDING CORP INC PO BOX 749 GAINESVILLE FL 326270749 592903901 HOLDING COMPANY FL NA C Corporation false CHARITABLE REMAINDER UNITRUST CHARITABLE REMAINDER UNITRUST FL NA Trust false false false true false false false false false false false false false true false true true false true true