H LEE MOFFITT CANCER CTR & RES INST LIFE TIME CANCER SCRN CTR INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- H LEE MOFFITT CANCER CTR & RES INST LIFE TIME CANCER SCRN CTR INC (EIN 59-3238640)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-15
- IRS object ID
- 201921359349309332
- Schema version
- 2017v2.3
- 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 | 2019-05-15T14:41:15-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 S COLLEGE ST STE 2500 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593238640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H LEE MOFFITT CANCER CENTER & RESEARCH | BusinessNameLine1Txt |
| Business Name Line2 | INST LIFETIME CANCER SCREENING CTR INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % YVETTE M LYONS TREMONTI | InCareOfNm |
| Business Name Control | HLE | BusinessNameControlTxt |
| Phone | 8137454673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12902 MAGNOLIA DRIVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YVETTE M LYONS TREMONTI | PersonNm |
| Person Title | EVP/CFO | PersonTitleTxt |
| Phone | 8137454673 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE N MELCHIOR | PreparerPersonNm |
| PTIN | P00488037 | PTIN |
| Phone | 7046323500 | PhoneNum |
| Preparation | 2019-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.220.136.124 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 56917520191355000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 19688482225DD9C09A64A40021CF3C6AC0670CA5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 19688482225DD9C09A64A40021CF3C6AC0670CA5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOFFITT MEDICAL GROUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | G DOUGLAS LETSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12902 MAGNOLIA DRIVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $95,552,604 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MOFFITT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE AND SUPPORT H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. AND ITS SUBS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 712 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $680,408 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,728,852 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $81,134,447 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $93,818,247 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$756 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $30,000 | PYOtherRevenueAmt |
| CY Other Revenue | $5,505 | CYOtherRevenueAmt |
| PY Total Revenue | $81,844,099 | PYTotalRevenueAmt |
| CY Total Revenue | $95,552,604 | 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 | $124,874,418 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $149,629,566 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,105,151 | PYOtherExpensesAmt |
| CY Other Expenses | $20,611,774 | CYOtherExpensesAmt |
| PY Total Expenses | $143,979,569 | PYTotalExpensesAmt |
| CY Total Expenses | $170,241,340 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$62,135,470 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$74,688,736 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,841,215 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,167,760 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,487,356 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,627,190 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$2,646,141 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,459,430 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE AND SUPPORT H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC (CANCER CENTER), H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL (HOSPITAL), AND H. LEE MOFFITT CANCER CONTINUED ON SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $151,479,209 | ExpenseAmt |
| Revenue | $93,818,247 | RevenueAmt |
| Desc | H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE LIFETIME CANCER SCREENING CENTER, INC. ("LCS") EMPLOYS THE PHYSICIANS (KNOWN AS THE MOFFITT MEDICAL GROUP) THAT STAFF THE HOSPITAL AND PROVIDE CLINICAL RESEARCH SERVICES TO THE CANCER CENTER HEALTH CARE SYSTEM. THE PROVISION OF PRACTICE MANAGEMENT SERVICES TO ITS EMPLOYED PHYSICIANS AND CLINICAL SCIENTISTS ENHANCES THE EFFICIENCY OF HEALTHCARE AND RESEARCH SERVICES PROVIDED BY THESE EMPLOYEES. THIS BENEFITS ALL ENTITIES IN THE CANCER CENTER HEALTH CARE SYSTEM AND PROMOTES AND SUPPORTS THE RESEARCH AND ACADEMIC MISSIONS OF THE CANCER CENTER HEALTH CARE SYSTEM. | Desc |
| Total Program Service Expenses | $151,479,209 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 712 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YVETTE M LYONS TREMONTI | PersonNm |
| Phone | 8137457862 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12902 MAGNOLIA DR | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALLAN MARTIN | ||||||||||
| DIRECTOR, CHAIR | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| FRANK CAPITANO | ||||||||||
| DIRECTOR, VICE CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY J ADAMS | ||||||||||
| DIRECTOR, IMMED PAST CHAIR | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| THE HONORABLE H LEE MOFFITT | ||||||||||
| DIRECTOR, SECRETARY/TREASURER | 1.0 | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOEDRECKA BROWN SPEIGHTS MD | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| HUGO FERNANDEZ MD | ||||||||||
| DIRECTOR;DEPT CHAIR MAL HEM | 51.0 | 0.0 | Yes (X) | $533,716 | $0 | $130,659 | ||||
| REGINALD GOINS | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| NIKHIL KHUSHALANI | ||||||||||
| DIRECTOR, SR MBR HEMONCMED | 51.0 | 0.0 | Yes (X) | $387,433 | $0 | $67,720 | ||||
| MARTHA TRUSLOW LANAHAN | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL O'MALLEY | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT J PEREZ | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| THE HONORABLE MARK A PIZZO | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| JULIO M POW-SANG MD | ||||||||||
| DIR TO 9/2017, DEPT CHAIR GU | 51.0 | 0.0 | Yes (X) | $918,489 | $0 | $167,719 | ||||
| HONORABLE DONALD C SULLIVAN | ||||||||||
| DIRECTOR TO 2/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LORNA TAYLOR | ||||||||||
| DIRECTOR TO 1/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| VICTOR YOUNG | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARK WATSON | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| G DOUGLAS LETSON | ||||||||||
| PRES,EVP-PIC | 22.0 | 33.0 | Yes (X) | $0 | $855,339 | $169,281 | ||||
| LOUIS D DE LA PARTE | ||||||||||
| EVP-GENERAL COUNSEL; ASST SEC | 8.0 | 49.0 | Yes (X) | $0 | $645,877 | $224,020 | ||||
| YVETTE M LYONS TREMONTI | ||||||||||
| EVP-CFO & ASST TREASURER | 8.0 | 49.0 | Yes (X) | $0 | $745,032 | $215,925 | ||||
| BRAULIO VICENTE JR | ||||||||||
| SVP MOFFITT MEDICAL GROUP | 20.0 | 35.0 | Yes (X) | $0 | $437,671 | $259,985 | ||||
| CYNTHIA TERRANO | ||||||||||
| VP PAYER STRATEGIES | 20.0 | 35.0 | Yes (X) | $0 | $417,775 | $54,523 | ||||
| KAREN WARTENBERG | ||||||||||
| VP MOFFITT MEDICAL GROUP | 55.0 | 0.0 | Yes (X) | $0 | $217,102 | $89,607 | ||||
| JOANNA WEISS | ||||||||||
| VP REV CYCLE MGMT | 20.0 | 35.0 | Yes (X) | $0 | $346,155 | $104,447 | ||||
| LOUIS B HARRISON | ||||||||||
| CHIEF PARTNERSHIPS OFFICER | 55.0 | 0.0 | Yes (X) | $927,075 | $0 | $77,444 | ||||
| ROBERT A GATENBY | ||||||||||
| DEPT CHAIR DIAGNOSTIC IMAG | 55.0 | 0.0 | $833,404 | $0 | $134,379 | Yes (X) | ||||
| DAVID N THRUSH | ||||||||||
| DEPT CHAIR ANESTHESIOLOGY | 55.0 | 0.0 | $641,465 | $0 | $160,318 | Yes (X) | ||||
| CLAUDIO ANASETTI | ||||||||||
| SR MBR HEMONCMED BMT | 50.0 | 0.0 | $665,035 | $0 | $261,643 | Yes (X) | ||||
| BRIAN CZERNIECKI | ||||||||||
| DEPT CHAIR BREAST ONCOLOGY | 50.0 | 0.0 | $669,062 | $0 | $69,399 | Yes (X) | ||||
| LARY ROBINSON | ||||||||||
| SR MBR THORCARDIO | 50.0 | 0.0 | $703,972 | $0 | $329,336 | Yes (X) | ||||
| NAM TRAN | ||||||||||
| ASSOC MBR NEUROSURG | 50.0 | 0.0 | $655,381 | $0 | $68,438 | Yes (X) | ||||
| JEFFERY WADSWORTH | ||||||||||
| SR MBR HEAD NECK RECON SURG | 50.0 | 0.0 | $643,271 | $0 | $45,532 | Yes (X) | ||||
| ALAN F LIST | ||||||||||
| FORMER PRES & PIC | 0.0 | 57.0 | $0 | $1,453,278 | $334,442 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,578,303 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,118,229 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,964,817 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 390 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CONIFER HEALTH SOLUTIONS | |||||
| 2960 PROFESSIONAL DRIVE | SPRINGFIELD | IL | 62703 | BILLING & COLLECTION | $2,946,515 |
| MEDICAL DOCTOR ASSOCIATES LLC | |||||
| 145 TECHNOLOGY PARKWAY NW | NORCROSS | GA | 30092 | OUTSOURCED CLINICAL | $179,426 |
| SULLIVAN COTTER ASSOC INC | |||||
| 62272 COLLECTIONS CTR DR | CHICAGO | IL | 60693 | CONSULTING SERVICES | $158,453 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $155,427 | RelatedOrganizationsAmt |
| Government Grants | $13,184 | GovernmentGrantsAmt |
| All Other Contributions | $1,560,241 | AllOtherContributionsAmt |
| Total Contributions | $1,728,852 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 900099 | $89,411,742 | $89,411,742 |
| AFFILIATE SERVICES | 900099 | $4,339,709 | $4,339,709 |
| QUALITY IMPROVEMENT PROGRAMS | 900099 | $28,200 | $28,200 |
| PATHOLOGY SERVICES | 900099 | $25,100 | $25,100 |
| REIMBURSEMENTS | 900099 | $7,000 | $7,000 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,496 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,496 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $93,818,247 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,505 | TotalRevenueColumnAmt |
| Exclusion | $5,505 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,505 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,552,604 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $93,818,247 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,505 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,944,606 | TotalAmt |
| Program Services | $4,816,490 | ProgramServicesAmt |
| Management And General | $128,116 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,892,698 | TotalAmt |
| Program Services | $116,659,256 | ProgramServicesAmt |
| Management And General | $9,233,442 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,698,234 | TotalAmt |
| Program Services | $5,270,369 | ProgramServicesAmt |
| Management And General | $427,865 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,013,345 | TotalAmt |
| Program Services | $6,499,859 | ProgramServicesAmt |
| Management And General | $513,486 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,080,683 | TotalAmt |
| Program Services | $5,528,557 | ProgramServicesAmt |
| Management And General | $552,126 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,631 | TotalAmt |
| Management And General | $454,631 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,290 | TotalAmt |
| Management And General | $30,290 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,821,458 | TotalAmt |
| Program Services | $4,185,733 | ProgramServicesAmt |
| Management And General | $1,635,725 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $988,623 | TotalAmt |
| Program Services | $33,008 | ProgramServicesAmt |
| Management And General | $955,615 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766,081 | TotalAmt |
| Program Services | $67,039 | ProgramServicesAmt |
| Management And General | $699,042 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,934,291 | TotalAmt |
| Management And General | $2,934,291 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $942,351 | TotalAmt |
| Management And General | $942,351 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,068 | TotalAmt |
| Program Services | $328,001 | ProgramServicesAmt |
| Management And General | $57,067 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,916 | TotalAmt |
| Management And General | $246,916 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,124,080 | TotalAmt |
| Management And General | $1,124,080 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $929,689 | TotalAmt |
| Management And General | $929,689 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ALLOCATION OF INTERCO EXP | $0 | $2,610,193 | -$2,610,193 | $0 |
| BAD DEBT EXPENSE | $3,350,501 | $3,350,501 | $0 | $0 |
| PROFESSIONAL DEVELOPMENT | $1,496,760 | $1,470,832 | $25,928 | $0 |
| RECRUITMENT | $524,575 | $517,706 | $6,869 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $616,460 | TotalAmt |
| Program Services | $141,665 | ProgramServicesAmt |
| Management And General | $474,795 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,241,340 | TotalAmt |
| Program Services | $151,479,209 | ProgramServicesAmt |
| Management And General | $18,762,131 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,670 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,512,417 | BOYAmt |
| EOY | $9,081,267 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,298 | BOYAmt |
| EOY | $8,015 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $58,873 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,165 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,896 | BOYAmt |
| EOY | $10,708 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,934 | BOYAmt |
| EOY | $67,770 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,841,215 | BOYAmt |
| EOY | $9,167,760 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,487,356 | BOYAmt |
| EOY | $10,627,190 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,487,356 | BOYAmt |
| EOY | $10,627,190 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,646,141 | BOYAmt |
| EOY | -$1,459,430 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,646,141 | BOYAmt |
| EOY | -$1,459,430 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,841,215 | BOYAmt |
| EOY | $9,167,760 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$74,688,736 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $75,875,447 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $246,854 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $375,772 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $669,275 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $680,408 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,728,852 | CurrentTaxYearAmt |
| Total | $3,701,161 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,315,631 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,307,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77,008,612 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,144,481 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,818,247 | CurrentTaxYearAmt |
| Total | $398,594,584 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,562,485 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,683,385 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77,677,887 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,824,889 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,547,099 | CurrentTaxYearAmt |
| Total | $402,295,745 | 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 | $402,295,745 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $19,966 | CurrentTaxYearMinus1YearAmt |
| Total | $19,966 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $12,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $5,505 | CurrentTaxYearAmt |
| Total | $18,461 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,562,485 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,696,341 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77,677,887 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,844,855 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,552,604 | CurrentTaxYearAmt |
| Total | $402,334,172 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99990 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION FOR OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | REFUND 2014 AMOUNT: $ 12,956. SETTLEMENT 2017 AMOUNT: $ 5,505. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,873 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,165 | DepreciationAmt |
| Book Value | $10,708 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $10,708 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | 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 | H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE LIFETIME CANCER SCREENING CENTER, INC. DID NOT HAVE ANY UNCERTAIN POSITIONS IN ITS AUDITED FINANCIAL STATEMENTS. THE ASC-740 FOOTNOTE READS AS FOLLOWS: THE CANCER CENTER RECOGNIZES A TAX POSITION AFTER DETERMINING THAT A RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT (GREATER THAN 50% LIKELIHOOD) SUSTAIN THE POSITION FOLLOWING AN AUDIT AND RECORDS THESE BENEFITS AT THE AMOUNT MOST LIKELY TO BE REALIZED, ASSUMING A REVIEW BY TAX AUTHORITIES HAVING ALL RELEVANT INFORMATION AND APPLYING CURRENT CONVENTIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HUGO FERNANDEZ MD | ||||||||||||||
| DIRECTOR;DEPT CHAIR MAL HEM | $482,165 | $0 | $36,336 | $0 | $15,215 | $0 | $113,892 | $0 | $25,685 | $0 | $673,293 | $0 | $0 | $0 |
| NIKHIL KHUSHALANI | ||||||||||||||
| DIRECTOR, SR MBR HEMONCMED | $336,465 | $0 | $49,889 | $0 | $1,079 | $0 | $32,149 | $0 | $35,570 | $0 | $455,152 | $0 | $0 | $0 |
| JULIO M POW-SANG MD | ||||||||||||||
| DIR TO 9/2017, DEPT CHAIR GU | $680,896 | $0 | $160,647 | $0 | $76,946 | $0 | $137,413 | $0 | $30,306 | $0 | $1,086,208 | $0 | $0 | $0 |
| G DOUGLAS LETSON | ||||||||||||||
| PRES,EVP-PIC | $0 | $580,969 | $0 | $225,288 | $0 | $49,082 | $0 | $146,829 | $0 | $26,463 | $0 | $1,028,631 | $0 | $0 |
| LOUIS D DE LA PARTE | ||||||||||||||
| EVP-GENERAL COUNSEL; ASST SEC | $0 | $442,970 | $0 | $170,875 | $0 | $32,032 | $0 | $199,553 | $0 | $24,467 | $0 | $869,897 | $0 | $0 |
| YVETTE M LYONS TREMONTI | ||||||||||||||
| EVP-CFO & ASST TREASURER | $0 | $511,143 | $0 | $197,679 | $0 | $36,210 | $0 | $192,008 | $0 | $23,917 | $0 | $960,957 | $0 | $0 |
| BRAULIO VICENTE JR | ||||||||||||||
| SVP MOFFITT MEDICAL GROUP | $0 | $287,936 | $0 | $57,100 | $0 | $92,635 | $0 | $228,532 | $0 | $31,453 | $0 | $697,656 | $0 | $0 |
| CYNTHIA TERRANO | ||||||||||||||
| VP PAYER STRATEGIES | $0 | $312,832 | $0 | $102,038 | $0 | $2,905 | $0 | $26,154 | $0 | $28,369 | $0 | $472,298 | $0 | $0 |
| KAREN WARTENBERG | ||||||||||||||
| VP MOFFITT MEDICAL GROUP | $0 | $179,734 | $0 | $29,670 | $0 | $7,698 | $0 | $58,012 | $0 | $31,595 | $0 | $306,709 | $0 | $0 |
| JOANNA WEISS | ||||||||||||||
| VP REV CYCLE MGMT | $0 | $248,767 | $0 | $83,131 | $0 | $14,257 | $0 | $66,973 | $0 | $37,475 | $0 | $450,603 | $0 | $0 |
| LOUIS B HARRISON | ||||||||||||||
| CHIEF PARTNERSHIPS OFFICER | $781,518 | $0 | $138,224 | $0 | $7,333 | $0 | $52,651 | $0 | $24,793 | $0 | $1,004,519 | $0 | $0 | $0 |
| ROBERT A GATENBY | ||||||||||||||
| DEPT CHAIR DIAGNOSTIC IMAG | $682,763 | $0 | $137,258 | $0 | $13,383 | $0 | $109,496 | $0 | $24,883 | $0 | $967,783 | $0 | $0 | $0 |
| DAVID N THRUSH | ||||||||||||||
| DEPT CHAIR ANESTHESIOLOGY | $566,949 | $0 | $68,331 | $0 | $6,185 | $0 | $144,281 | $0 | $16,037 | $0 | $801,783 | $0 | $0 | $0 |
| CLAUDIO ANASETTI | ||||||||||||||
| SR MBR HEMONCMED BMT | $522,886 | $0 | $137,684 | $0 | $4,465 | $0 | $235,766 | $0 | $25,877 | $0 | $926,678 | $0 | $0 | $0 |
| BRIAN CZERNIECKI | ||||||||||||||
| DEPT CHAIR BREAST ONCOLOGY | $567,889 | $0 | $96,459 | $0 | $4,714 | $0 | $32,257 | $0 | $37,142 | $0 | $738,461 | $0 | $0 | $0 |
| LARY ROBINSON | ||||||||||||||
| SR MBR THORCARDIO | $611,149 | $0 | $58,980 | $0 | $33,843 | $0 | $310,928 | $0 | $18,408 | $0 | $1,033,308 | $0 | $0 | $0 |
| NAM TRAN | ||||||||||||||
| ASSOC MBR NEUROSURG | $608,060 | $0 | $45,677 | $0 | $1,644 | $0 | $56,736 | $0 | $11,702 | $0 | $723,819 | $0 | $0 | $0 |
| JEFFERY WADSWORTH | ||||||||||||||
| SR MBR HEAD NECK RECON SURG | $542,389 | $0 | $99,238 | $0 | $1,644 | $0 | $10,003 | $0 | $35,529 | $0 | $688,803 | $0 | $0 | $0 |
| ALAN F LIST | ||||||||||||||
| FORMER PRES & PIC | $0 | $852,182 | $0 | $441,350 | $0 | $159,746 | $0 | $0 | $0 | $38,774 | $0 | $1,492,052 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A: | HUGO FERNANDEZ RECEIVED A HOUSING STIPEND RELATED TO AN AFFILIATION/SERVICE AGREEMENT WITH MEMORIAL HEALTHCARE IN SOUTH FLORIDA. PART I, LINE 3: LCS RELIES ON H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, A RELATED ORGANIZATION WHICH USES AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEYS OR STUDIES, AN EXECUTIVE COMPENSATION COMMITTEE, AND THE APPROVAL BY THE BOARD OR THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD, TO ESTABLISH THE PHYSICIAN IN CHIEF/PRESIDENT'S AND TOP MANAGEMENT OFFICIALS' COMPENSATION. |
| PART I, LINES 4A-B: | BRAULIO VICENTE, OFFICER, RECEIVED SEVERANCE PAYMENTS FROM A RELATED ORGANIZATION, H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL INC., IN THE AMOUNT OF $38,420. TO BE ELIGIBLE TO PARTICIPATE IN THE 457(F) NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP), PARTICIPANTS MUST ELECT TO CONTRIBUTE AT LEAST 10% ACROSS THE 403(B) AND 457(B) PLANS, AND ARE VESTED AFTER 10 YEARS OF SERVICE. LUMP SUM DISTRIBUTIONS FROM THE ACCOUNT ARE MADE UPON NORMAL RETIREMENT OR TERMINATION. BELOW ARE INDIVIDUALS LISTED ON LCS'S 2017 FORM 990 PART VII, SECTION A, THAT PARTICIPATED IN THE 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AND THEIR RESPECTIVE AMOUNTS OF COMPENSATION CONSTRUCTIVELY RECEIVED IN TAX YEAR 2017 FROM THE PLAN: ALAN F. LIST-$86,947 BRAULIO VICENTE-$10,790 LOUIS D. DE LA PARTE-$27,837 G. DOUGLAS LETSON-$45,867 YVETTE M. LYONS TREMONTI-$33,689 ROBERTY A. GATENBY-$1,250 CYNTHIA TERRANO-$0 DAVID N. THRUSH-$1,250 CLAUDIO ANASETTI-$1,250 BRIAN CZERNIECKI-$0 LARY ROBINSON-$1,250 JEFFERY WADSWORTH-$0 KAREN WARTENBERG-$0 JOANNA WEISS-$3,209 JULIO M. POW-SANG-$3,661 LOUIS B. HARRISON-$2,619 |
| PART I, LINE 6: | IN GENERAL, INCENTIVE COMPENSATION IS BASED ON MOFFITT'S ACHIEVEMENT AGAINST SPECIFIC ORGANIZATIONAL GOALS RELATED TO NET OPERATING INCOME AND ON DIVISION OR INDIVIDUAL GOALS. NET OPERATING INCOME MUST MEET OR EXCEED A CERTAIN THRESHOLD IN ORDER TO TRIGGER A PAYOUT FOR THE ORGANIZATIONAL GOAL COMPONENTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | FOUNDATION BY EMPLOYING PHYSICIANS WHO STAFF THE HOSPITAL, BY MANAGING THEIR PRACTICE AND BY EMPLOYING THE CLINICAL SCIENTISTS WHO PROVIDE CLINICAL RESEARCH SERVICES. |
| FORM 990, PART VI, SECTION A, LINE 2: | THE FOLLOWING DIRECTORS AND OFFICERS, THAT JOINTLY SERVE ON H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE LIFETIME CANCER SCREENING CENTER, INC. ("LCS") AND A FOR-PROFIT RELATED ENTITY, QUALIFY AS HAVING A BUSINESS RELATIONSHIP. LCS & MOFFITT TECHNOLOGIES CORPORATION: YVETTE LYONS TREMONTI, OFFICER LOUIS D. DE LA PARTE, OFFICER LCS & M2GEN, CORP.: ALLAN MARTIN, DIRECTOR H. LEE MOFFITT, DIRECTOR LOUIS D. DE LA PARTE, OFFICER YVETTE LYONS TREMONTI, OFFICER TWO DIRECTORS HAVE A BUSINESS RELATIONSHIP WITH A VENDOR OF LCS'S RELATED ORGANIZATION, H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE INC. TIMOTHY J. ADAMS IS AN INVESTOR AND OWNS EQUITY IN LUMINA ANALYTICS, WHERE ALLAN S. MARTIN IS CHIEF EXECUTIVE OFFICER. |
| FORM 990, PART VI, SECTION A, LINE 4: | THE BOARD'S LIMIT TO APPROVE OR DISAPPROVE CAPITAL EXPENDITURES PER EXPENDITURE WAS INCREASED FROM $500,000 TO $1,000,000. |
| FORM 990, PART VI, SECTION A, LINE 6: | H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. IS THE SOLE MEMBER OF LCS. |
| FORM 990, PART VI, SECTION A, LINE 7A: | AS THE SOLE MEMBER OF LCS, H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. SHALL HAVE THE POWER TO APPROVE, DISAPPROVE OR REMOVE ANY MEMBER OF THE BOARD OF DIRECTORS OR OFFICER OF LCS. |
| FORM 990, PART VI, SECTION A, LINE 7B: | H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. (AS SOLE MEMBER) SHALL ALSO HAVE THE FOLLOWING POWERS: A. APPROVE, DISAPPROVE OR RECOMMEND THE ADOPTION, CHANGE, AMENDMENT OR REPEAL OF THE ARTICLES OF INCORPORATION OF THE CORPORATION; B. APPROVE, DISAPPROVE OR RECOMMEND THE ADOPTION, CHANGE, AMENDMENT OR REPEAL OF THE BYLAWS OF THE CORPORATION; C. APPROVE, DISAPPROVE OR RECOMMEND THE SELECTION OF A QUALIFIED AUDIT FIRM AND THE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; D. EITHER APPROVE OR DISAPPROVE THE TRANSFER, SALE, LEASE OR DISPOSITION OF ANY ASSET OF THE CORPORATION IN EXCESS OF TWO HUNDRED THOUSAND DOLLARS ($200,000.00); E. APPROVE OR DISAPPROVE THE CONFERRING OF ANY LIEN OR SECURITY INTEREST IN ASSETS OF THE CORPORATION IN EXCESS OF ONE MILLION DOLLARS ($1,000,000.00), WHETHER SAME SHALL BE IN CONNECTION WITH EITHER PUBLIC OR PRIVATE FINANCING, OR OTHERWISE; F. APPROVE OR DISAPPROVE ALL DONATIONS OR CHARITABLE CONTRIBUTIONS BY THE CORPORATION IN EXCESS OF TWENTY THOUSAND DOLLARS ($20,000.00) PER CONTRIBUTION OR ANNUAL CONTRIBUTION EXCEEDING FIFTY THOUSAND DOLLARS ($50,000.00) IN THE AGGREGATE; G. APPROVE, DISAPPROVE OR RECOMMEND THE ADOPTION OF THE CORPORATION'S MISSION AND PHILOSOPHY STATEMENT; AND H. APPROVE OR DISAPPROVE CAPITAL EXPENDITURES BY THE CORPORATION IN EXCESS OF ONE MILLION DOLLARS ($1,000,000.00) PER EXPENDITURE OR ONE MILLION DOLLARS ($1,000,000.00) IN THE AGGREGATE ANNUALLY. |
| FORM 990, PART VI, SECTION A, LINE 8B: | LCS DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B: | PRIOR TO ELECTRONICALLY FILING FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX), A COPY OF THE RETURN IS PROVIDED TO THE GOVERNING BODY, GIVING EACH BOARD MEMBER TIME TO REVIEW THE RETURN. BOARD MEMBERS HAVE THE OPPORTUNITY TO ASK QUESTIONS RELATED TO THE INFORMATION PROVIDED ON THE RETURN. THE LCS'S FORM 990 IS ALSO PROVIDED TO THE CHIEF FINANCIAL OFFICER FOR REVIEW. BASED ON THE REVIEW ANY SUGGESTED COMMENTS OR CHANGES ARE DISCUSSED PRIOR TO SIGNING. |
| FORM 990, PART VI, SECTION B, LINE 12C: | ON AN ANNUAL BASIS A PRESENTATION IS MADE TO LCS BOARD MEMBERS TO REVIEW THE CONFLICT OF INTEREST POLICY AND PROCEDURES FOR DISCLOSING ANY POTENTIAL CONFLICTS. EACH DIRECTOR, OFFICER, COMMITTEE MEMBER, AND KEY EMPLOYEE SHALL COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ATTACHED TO THE POLICY. ANY DIRECTOR, OFFICER, COMMITTEE MEMBER, OR KEY EMPLOYEE WHO REASONABLY BELIEVES THAT HE OR SHE MAY HAVE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST MUST DISCLOSE THE EXISTENCE OF AND THE MATERIAL FACTS OF THE NATURE OF HIS/HER INTEREST ON THE FORM. THE FORM IS SUBMITTED TO THE CORPORATE COMPLIANCE OFFICE, WHICH REVIEWS THE FORMS, GATHERS ADDITIONAL RELEVANT INFORMATION WHERE NECESSARY, AND PREPARES A SUMMARY OF THE DISCLOSURES TO BE REVIEWED BY THE CONFLICT OF INTEREST WORK GROUP. IF A DIRECTOR OR COMMITTEE MEMBER DISCLOSES THAT HE/SHE HAS A POTENTIAL CONFLICT OF INTEREST AT A BOARD OR COMMITTEE MEETING, SUCH DIRECTOR OR COMMITTEE MEMBER MUST DISCLOSE THE NATURE OF THE INTEREST AND ANY RELATED INFORMATION AND RESPOND TO QUESTIONS AS MAY BE REQUIRED BY THE REMAINING MEMBERS. BASED ON THE INFORMATION DISCLOSED, THE REMAINING BOARD MEMBERS WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IF A CONFLICT EXISTS THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER AN ALTERNATIVE TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT IS EQUALLY ADVANTAGEOUS. IF AN ALTERNATIVE TRANSACTION IS NOT EQUALLY ADVANTAGEOUS THE DIRECTOR OR COMMITTEE MEMBER WHO IS THE SUBJECT OF THE CONFLICT SHALL NOT VOTE ON, NOR USE HIS/HER PERSONAL INFLUENCE ON, NOR PARTICIPATE IN DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15: | LINE 15A & 15B, THE BOARD OF DIRECTORS OF H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. ("MOFFITT"), A RELATED ENTITY, HAS AN ESTABLISHED SUB-COMMITTEE, THE JOINT EXECUTIVE COMPENSATION & BENEFITS COMMITTEE (JEC&BC) THAT IS MADE UP ENTIRELY OF INDEPENDENT, OUTSIDE DIRECTORS. THIS COMMITTEE IS CHARGED WITH THE OVERSIGHT OF THE PERFORMANCE AND COMPENSATION OF MOFFITT AND ITS SUBSIDIARIES' EXECUTIVES AND DISQUALIFIED PERSONS. THESE POSITIONS INCLUDE THE CEO, EXECUTIVE VICE PRESIDENTS, SENIOR VICE PRESIDENTS, VICE PRESIDENTS AND DEPARTMENT CHAIRPERSONS. TO ACCOMPLISH ITS MISSION, THE COMMITTEE CAN AS NEEDED AND DOES AT ITS DISCRETION, ENGAGE OUTSIDE INDEPENDENT, OUTSIDE ADVISORS INCLUDING, BUT NOT LIMITED TO ATTORNEYS AND COMPENSATION CONSULTANTS. ON AN ANNUAL BASIS THE JEC&BC ENGAGES A NATIONALLY KNOWN, THIRD PARTY CONSULTING FIRM TO PROVIDE A DETAILED STUDY OF THE CASH COMPENSATION FOR EACH EXECUTIVE, DISQUALIFIED PERSON AND INDIVIDUAL IN KEY POSITIONS. THE CONSULTANT USES A VARIETY OF PUBLISHED SURVEYS COMPILED BY INDEPENDENT FIRMS TO PROVIDE THE SOURCE DATA FOR THE STUDY. USING FUNCTIONALLY COMPARABLE POSITIONS IN OTHER SIMILARLY SIZED, NOT-FOR-PROFIT AND FOR-PROFIT HEALTHCARE, ACADEMIC AND RESEARCH ORGANIZATIONS, THE CONSULTING FIRM PRODUCES A STUDY THAT COMPARES EACH DESIGNATED POSITION TO ITS APPROPRIATE MARKET EQUIVALENT. THE RESULTING DATA IS PROVIDED TO THE DIRECTOR OF COMPENSATION, WHO IS NOT INCLUDED IN THE EXECUTIVE OR DISQUALIFIED PERSON CATEGORIES, FOR USE IN THE FORMULATION OF RECOMMENDATIONS FOR COMPENSATION CHANGES TO MAINTAIN MARKET COMPETITIVENESS OR TO REWARD PERFORMANCE. THESE RECOMMENDATIONS ALONG WITH THE CONSULTANT'S COMPARABILITY DATA ARE PRESENTED TO THE JEC&BC FOR IT TO CONFIRM ITS REASONABLENESS, MAKE MODIFICATIONS AS IT DEEMS NECESSARY AND PROVIDE FINAL APPROVAL. EVERY THIRD YEAR THE INDEPENDENT CONSULTANT ANALYZES THE TOTAL EXECUTIVE COMPENSATION PROGRAM, USING THE SAME METHODOLOGY AS DESCRIBED ABOVE, THAT INCLUDES THE VALUE OF ALL BENEFITS AND PERQUISITES (CASH AND NON-CASH) PROVIDED AS COMPENSATION TO THE EXECUTIVES AND DISQUALIFIED PERSONS. THE PURPOSE OF THE ANALYSIS IS TO PROVIDE AN OPINION ON THE REASONABLENESS OF EACH OF THE INDIVIDUAL COMPENSATION COMPONENTS AND THE AGGREGATE COMPENSATION TOTAL. THIS MORE COMPREHENSIVE ANALYSIS IS PROVIDED TO THE JEC&BC FOR THEIR USE IN THE ANNUAL REVIEW PROCESS. MINUTES ARE KEPT AT EACH OF THESE ANNUAL MEETINGS DETAILING THE RECOMMENDATIONS PRESENTED AND THE DECISIONS MADE BY THE COMMITTEE. THESE MINUTES ARE PUBLISHED TO THE COMMITTEE AT THE NEXT MEETING AND REPORTED BACK TO THE FULL BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19: | LCS MAKES AVAILABLE TO THE PUBLIC THROUGH THIRD PARTY VENDORS' WEBSITES, ITS FORM 990 AND CONSOLIDATED AUDITED FINANCIAL STATEMENTS. FORM 990 IS MADE AVAILABLE ON GUIDESTAR WHILE THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE ON DACBOND AND MOFFITT'S WEBSITE. ALL ORGANIZING AND GOVERNING DOCUMENTS SUCH AS FORM 1023, CONFLICTS OF INTEREST POLICY, AND BYLAWS AS WELL AS FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART VII, SECTION A, LINE 1A | EMPLOYEES WHO ARE LISTED ON MOFFITT LCS'S FORM 990 ARE EMPLOYEES WHOSE W-2'S WERE ISSUED BY MOFFITT INSTITUTE, THE COMMON PAYMASTER AND RELATED ENTITY. PROCEDURES TO REPORT COMPENSATION OF EMPLOYEES ON FORM 990 PART VII AND ON SCHEDULE J ARE IN ACCORDANCE WITH IRS INSTRUCTIONS FOR EACH RESPECTIVE SECTION. |
| FORM 990, PART IX, COLUMN (D): | THERE ARE NO FUNDRAISING EXPENSES BECAUSE THE CONTRIBUTIONS ARE FROM RELATED ORGANIZATIONS AND OTHER GRANTS. H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION, INC. HANDLES ALL FUNDRAISING ACTIVITIES FOR H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. AND ITS SUBSIDIARIES. |
| FORM 990, PART XI, LINE 9: | OTHER CHANGES IN NET ASSETS RELATES TO THE CLOSE OUT OF INTERCOMPANY ACCOUNTS PAYABLE AND RECEIVABLE (DUE TO/DUE FROM) IN THE AMOUNT OF $75,875,447. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HLMCCR INSTITUTE HOSPITAL INC | ||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 593238634 | PATIENT CARE | FL | 501(C)(3) | LINE 3 | HLMCCRI INC | false |
| HLMCCR INSTITUTE INC | ||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 592451713 | RESEARCH | FL | 501(C)(3) | LINE 7 | NA | false |
| HLMCCR INSTITUTE FOUNDATION INC | ||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 593238636 | FUNDRAISING | FL | 501(C)(3) | LINE 7 | HLMCCRI INC | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MOFFITT TECHNOLOGIES CORPORATION | ||||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 300332914 | TECHNOLOGY MGMT | FL | HLMCCRI INC | C CORP | $0 | $0 | 0.00000 | false |
| M2GEN CORP | ||||||||||||
| 10902 N MCKINLEY DRIVE | TAMPA | FL | 33612 | 208486180 | DATABASE MGMT | FL | HLMCCR INC | C CORP | $0 | $0 | 0.00000 | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |