GENESIS HEALTH INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GENESIS HEALTH INC (EIN 59-2249370)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202503189349314525
- Schema version
- 2024v5.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T16:38:24+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592249370 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENESIS HEALTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GENE | 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 | J Britton Tabor | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9043457600 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amy Bibby | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Preparation | 2025-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROOKS Rehabilitation | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J Britton Tabor | 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 | 322164252 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $56,411,158 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BROOKSREHAB.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT AND ADMINISTRATION FOR BROOKS REHABILITATION HOSPITAL AND AFFILIATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 323 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $25,526 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $725,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,771,142 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $36,255,916 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,281,542 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,837,492 | CYInvestmentIncomeAmt |
| PY Other Revenue | $413,884 | PYOtherRevenueAmt |
| CY Other Revenue | $592,750 | CYOtherRevenueAmt |
| PY Total Revenue | $49,466,568 | PYTotalRevenueAmt |
| CY Total Revenue | $56,411,158 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $399,168 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $698,812 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,116,322 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,166,359 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,151,998 | PYOtherExpensesAmt |
| CY Other Expenses | $26,021,146 | CYOtherExpensesAmt |
| PY Total Expenses | $45,667,488 | PYTotalExpensesAmt |
| CY Total Expenses | $51,886,317 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,799,080 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,524,841 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $596,194,016 | TotalAssetsBOYAmt |
| Total Assets EOY | $634,657,043 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $326,580,999 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $320,514,980 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $269,613,017 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $314,142,063 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ADVANCE HEALTH AND WELL-BEING OF PERSONS REQUIRING REHABILITATION THROUGH SUPERIOR OUTCOMES, SERVICE, EDUCATION AND RESEARCH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $38,403,688 | ExpenseAmt |
| Grant | $698,812 | GrantAmt |
| Revenue | $36,255,916 | RevenueAmt |
| Desc | Please see Schedule O. | Desc |
| Total Program Service Expenses | $38,403,688 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | 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 | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 323 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| 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 | J Britton Tabor | 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 | 322164252 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 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 |
|---|---|---|---|---|---|---|---|---|---|
| Douglas M Baer | |||||||||
| Chairman / CEO | 39.0 | 12.0 | Yes (X) | Yes (X) | $830,737 | $0 | $71,358 | ||
| Howard C Serkin | |||||||||
| Vice-Chairman | 2.0 | 6.0 | Yes (X) | Yes (X) | $33,600 | $0 | $0 | ||
| J Britton Tabor | |||||||||
| SEC. / TREAS. / CFO | 37.0 | 14.0 | Yes (X) | Yes (X) | $593,761 | $0 | $26,188 | ||
| Kris A Roberts | |||||||||
| COO IP & Home Health | 22.0 | 18.0 | Yes (X) | Yes (X) | $375,438 | $0 | $34,407 | ||
| Victor DeRienzo | |||||||||
| COO Aging Services & OP | 20.0 | 3.0 | Yes (X) | Yes (X) | $370,039 | $0 | $51,087 | ||
| Bruce M Johnson | |||||||||
| Board Member | 2.0 | 1.0 | Yes (X) | $26,100 | $0 | $0 | |||
| Charlie Tomm | |||||||||
| Board Member | 1.0 | 0 | Yes (X) | $11,100 | $0 | $0 | |||
| Eric Mann | |||||||||
| Chairman | 2.0 | 6.0 | Yes (X) | $45,900 | $0 | $0 | |||
| Ernest N Brodsky | |||||||||
| Board Member | 1.0 | 1.0 | Yes (X) | $26,100 | $0 | $0 | |||
| Jerry Gooden | |||||||||
| Board Member | 1.0 | 1.0 | Yes (X) | $12,600 | $0 | $0 | |||
| Kevin Barrett MD | |||||||||
| Board Member | 1.0 | 0 | Yes (X) | $8,400 | $0 | $0 | |||
| Lee Lomax | |||||||||
| Board Member | 1.0 | 3.0 | Yes (X) | $23,100 | $0 | $0 | |||
| Lisa Palmer | |||||||||
| Board Member | 1.0 | 0 | Yes (X) | $14,400 | $0 | $0 | |||
| Lynn Pappas | |||||||||
| Board Member | 1.0 | 1.0 | Yes (X) | $23,700 | $0 | $0 | |||
| Michelle Boynton | |||||||||
| Board Member | 1.0 | 1.0 | Yes (X) | $11,400 | $0 | $0 | |||
| Pamela S Chally PHD RN | |||||||||
| Board Member | 1.0 | 1.0 | Yes (X) | $27,000 | $0 | $0 | |||
| Russell Newton | |||||||||
| Board Member | 1.0 | 0 | Yes (X) | $17,100 | $0 | $0 | |||
| Stanley W Carter | |||||||||
| Board Member | 1.0 | 2.0 | Yes (X) | $22,500 | $0 | $0 | |||
| Timothy Cost | |||||||||
| Board Member | 1.0 | 0 | Yes (X) | $14,700 | $0 | $0 | |||
| Trevor Paris MD | |||||||||
| CMO | 30.0 | 12.0 | Yes (X) | $596,797 | $0 | $57,408 | |||
| Joanne Hoertz | |||||||||
| SVP Nursing | 40.0 | 0 | $338,497 | $0 | $32,801 | Yes (X) | |||
| KATHY BARBOUR | |||||||||
| VP Chief Marketing & Communications Officer | 40.0 | 0 | $271,009 | $0 | $29,014 | Yes (X) | |||
| KERRY A MAHER MD | |||||||||
| SVP PM&R Consulting & Education | 40.0 | 0 | $467,898 | $0 | $30,500 | Yes (X) | |||
| LISA KEMPH | |||||||||
| VP Chief Human Resources Officer | 40.0 | 0 | $291,215 | $0 | $22,574 | Yes (X) | |||
| ROBERT ROWE | |||||||||
| EXECUTIVE DIRECTOR OF HIGHER LEARNING | 40.0 | 0 | $194,327 | $0 | $42,072 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,647,418 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $397,409 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 56 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Hoefer Welker LLC | |||||
| 4622 Pennsylvania Ave | Kansas City | MO | 64112 | Design | $929,358 |
| Smith Hulsey & Busey | |||||
| ONE INDEPENDENT DRIVE | jacksonville | FL | 32202 | Attorney | $824,143 |
| Childs Hester and Love PA | |||||
| 6022 SAN JOSE BLVD 2ND FLOOR | JACKSONVILLE | FL | 32217 | Attorney | $530,550 |
| Forvis Mazars LLP | |||||
| PO Box 602828 | Charlotte | NC | 28260 | Audit / Tax | $450,282 |
| Park Place International LLC | |||||
| 5910 Landerbrook Dr | Cleveland | OH | 44124 | Technology Consulting | $336,028 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $725,000 | GovernmentGrantsAmt |
| Total Contributions | $725,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Management Fees | 541610 | $34,579,157 | $34,579,157 |
| Other Operating Revenue | 900099 | $1,676,759 | $1,676,759 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $36,255,916 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$123,995 | TotalRevenueColumnAmt |
| Exclusion | -$123,995 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $123,104 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $123,104 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $123,104 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $25,526 | UnrelatedBusinessRevenueAmt |
| Exclusion | $97,578 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,961,487 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,961,487 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,961,487 | TotalRevenueColumnAmt |
| Exclusion | $18,961,487 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $469,646 | TotalRevenueColumnAmt |
| Exclusion | $469,646 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $469,646 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,411,158 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,255,916 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $25,526 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,404,716 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $698,812 | TotalAmt |
| Program Services | $698,812 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,696,217 | TotalAmt |
| Program Services | $2,587,352 | ProgramServicesAmt |
| Management And General | $1,108,865 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,397,773 | TotalAmt |
| Program Services | $13,254,232 | ProgramServicesAmt |
| Management And General | $3,143,541 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $616,456 | TotalAmt |
| Program Services | $487,000 | ProgramServicesAmt |
| Management And General | $129,456 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,277,211 | TotalAmt |
| Program Services | $2,588,997 | ProgramServicesAmt |
| Management And General | $688,214 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,178,702 | TotalAmt |
| Program Services | $931,175 | ProgramServicesAmt |
| Management And General | $247,527 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $972,673 | TotalAmt |
| Management And General | $972,673 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,207 | TotalAmt |
| Management And General | $187,207 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,290 | TotalAmt |
| Management And General | $497,290 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,449,612 | TotalAmt |
| Program Services | $1,071,417 | ProgramServicesAmt |
| Management And General | $378,195 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,015,620 | TotalAmt |
| Program Services | $48,732 | ProgramServicesAmt |
| Management And General | $966,888 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,360,161 | TotalAmt |
| Program Services | $1,771,663 | ProgramServicesAmt |
| Management And General | $1,588,498 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,533,585 | TotalAmt |
| Program Services | $4,532,664 | ProgramServicesAmt |
| Management And General | $921 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,222 | TotalAmt |
| Management And General | $97,222 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,123 | TotalAmt |
| Program Services | $243,169 | ProgramServicesAmt |
| Management And General | $271,954 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550,800 | TotalAmt |
| Program Services | $89,469 | ProgramServicesAmt |
| Management And General | $461,331 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,031,848 | TotalAmt |
| Program Services | $7,031,848 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,438,048 | TotalAmt |
| Program Services | $2,170,486 | ProgramServicesAmt |
| Management And General | $2,267,562 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,974 | TotalAmt |
| Management And General | $415,974 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Recruiting | $807,434 | $803,780 | $3,654 |
| Other Expenses | $104,793 | $49,136 | $55,657 |
| Medical Supplies | $43,756 | $43,756 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,886,317 | TotalAmt |
| Program Services | $38,403,688 | ProgramServicesAmt |
| Management And General | $13,482,629 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,974,537 | BOYAmt |
| EOY | $17,601,841 | 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 |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $647,510 | BOYAmt |
| EOY | $92,765 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,055,281 | BOYAmt |
| EOY | $1,760,455 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $110,284,588 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,452,289 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,314,096 | BOYAmt |
| EOY | $72,832,299 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,946,488 | BOYAmt |
| EOY | $415,477,357 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $678,703 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,577,401 | BOYAmt |
| EOY | $126,892,326 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $596,194,016 | BOYAmt |
| EOY | $634,657,043 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,143,119 | BOYAmt |
| EOY | $16,858,738 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $807,333 | BOYAmt |
| EOY | $690,667 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $307,916,880 | BOYAmt |
| EOY | $301,636,574 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,713,667 | BOYAmt |
| EOY | $1,329,001 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326,580,999 | BOYAmt |
| EOY | $320,514,980 | 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 | $269,613,017 | BOYAmt |
| EOY | $314,142,063 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,613,017 | BOYAmt |
| EOY | $314,142,063 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $596,194,016 | BOYAmt |
| EOY | $634,657,043 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,524,841 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $39,912,628 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$727,649 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $819,226 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 5 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (5 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| GENESIS HEALTH DEVELOPMENT INC (BHD) | ||||
| 592249372 | 9 | Yes (true) | $0 | $5,125,363 |
| THE GENESIS HEALTH FOUNDATION INC (BHF) | ||||
| 592249340 | 7 | Yes (true) | $0 | $0 |
| GENESIS REHABILITATION HOSPITAL INC (BRH) | ||||
| 593284221 | 3 | Yes (true) | $0 | $22,652,069 |
| BROOKS HOME CARE ADVANTAGE (BHCA) | ||||
| 264561148 | 9 | Yes (true) | $0 | $4,246,860 |
| BROOKS SKILLED NURSING FACILITY A INC (BSNFA) | ||||
| 272153586 | 3 | false | $0 | $4,821,831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 5 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $36,846,123 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | false | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (true) | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name | FormAndLineReferenceDesc |
| Explanation | ALL OF THE SUPPORTED ORGANIZATIONS ARE PART OF BROOKS HEALTH SYSTEM. THIS IS A HISTORIC AND CONTINUING RELATIONSHIP. GENESIS HEALTH IS THE SOLE MEMBER OF THE SUPPORTED ORGANIZATIONS WITH THE POWER TO APPOINT BOARD MEMBERS. THROUGH THIS POWER, THE ORGANIZATIONS OPERATE AS A UNIFIED HEALTH SYSTEM. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $0 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | false | WrittenPolicyMonitoringInd |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | false | Section170hRqrStsfdInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,278,633 | OtherCostOrOtherBasisAmt |
| Book Value | $46,278,633 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,375,378 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,865,739 | DepreciationAmt |
| Book Value | $15,509,639 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,217,326 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,557,020 | DepreciationAmt |
| Book Value | $8,660,306 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,413,251 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,029,530 | DepreciationAmt |
| Book Value | $2,383,721 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $72,832,299 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Other Receivables | $1,036,174 |
| Self-Insurance Retention | $2,918,985 |
| Deferred Expense | $18,233 |
| Due from affiliates | $122,918,934 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $126,892,326 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| LT Pledges Payable | $1,329,001 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,329,001 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part II, Line 9 Conservation easements financial reporting | THE CONSERVATION EASEMENTS ARE INCLUDED IN LAND HELD FOR DEVELOPMENT ON THE BALANCE SHEET. THE EASEMENTS WERE NOT INCLUDED IN THE INCOME STATEMENT. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| 1st Place Sports | |||||||
| 3931 BAYMEADOWS ROAD | Jacksonville | FL | 32217 | 591857854 | 501(c)(3) | $12,650 | Operational Support |
| Alzheimer's Association | |||||||
| 4237 SALISBURY RD i406 | Jacksonville | FL | 32216 | 501(c)(3) | $7,500 | Operational Support | |
| American Heart Association - First Coast | |||||||
| 7751 BAYMEADOWS ROAD | Jacksonville | FL | 32256 | 135613797 | 501(c)(3) | $45,000 | Operational Support |
| Baptist Health Foundation | |||||||
| 841 PRUDENTIAL DRIVE STE 1300 | Jacksonville | FL | 32207 | 811755188 | 501(c)(3) | $6,000 | Operational Support |
| Cathedral Arts Project | |||||||
| 207 N Laura St Suite 300 | Jacksonville | FL | 32202 | 501(c)(3) | $5,500 | Operational Support | |
| Community Foundation of Northeast Florida | |||||||
| 245 Riverside Ave Suite 310 | Jacksonville | FL | 32202 | 501(c)(3) | $5,000 | Operational Support | |
| Dreams Come True Jacksonville | |||||||
| 6803 Southpoint Pkwy | Jacksonville | FL | 32216 | 501(c)(3) | $5,000 | Operational Support | |
| Flagler Health Care Foundation | |||||||
| 400 Health Park Blvd | St Augustine | FL | 32086 | 501(c)(3) | $88,333 | Operational Support | |
| Halifax Health Foundation | |||||||
| 303 N Clyde Morris Blvd | Daytona Beach | FL | 32114 | 501(c)(3) | $5,000 | Operational Support | |
| Jacksonville Sports Medicine Program | |||||||
| 3563 PHILIPS HWY BLDG E STE 502 | Jacksonville | FL | 32207 | 592997510 | 501(c)(3) | $47,500 | Operational Support |
| Jax Area Golf Assoc | |||||||
| 830-13 A1A Box 158 | Ponte Vedra Bch | FL | 32082 | 501(c)(3) | $6,000 | Operational Support | |
| JASMYN | |||||||
| 923 PENNINSULAR PL | Jacksonville | FL | 32204 | 501(c)(3) | $25,000 | Operational Support | |
| Jacksonville Jaguars Foundation Inc | |||||||
| 1 TIAA Bankfield Drive | Jacksonville | FL | 32202 | 501(c)(3) | $5,000 | Operational Support | |
| Jim and Tabitha Furyk Foundation | |||||||
| PO BOX 2864 | Ponte Vedra Bch | FL | 32004 | 501(c)(3) | $42,500 | Operational Support | |
| JT Townsend Foundation | |||||||
| 830 A1A N | Ponte Vedra Bch | FL | 32082 | 501(c)(3) | $7,500 | Operational Support | |
| Kids Chance of Florida | |||||||
| PO Box 1648 | Sarasota | FL | 34230 | 501(c)(3) | $5,000 | Operational Support | |
| Mayo Clinic | |||||||
| 200 First Street SW | Rochester | MN | 55905 | 501(c)(3) | $83,335 | Operational Support | |
| Natational Multiple Sclerosis Society | |||||||
| PO Box 289 | Canton | MA | 02021 | 501(c)(3) | $10,318 | Operational Support | |
| Rethreaded | |||||||
| 515 E 9th St | Jacksonville | FL | 32206 | 501(c)(3) | $5,000 | Operational Support | |
| Shands Jacksonville Medical Center | |||||||
| 655 8th Street W | Jacksonville | FL | 32209 | 501(c)(3) | $20,000 | Operational Support | |
| UF The Villages Regional Hospital Auxiliary Inc | |||||||
| 1501 N US-441 Building 1800 | The Villages | FL | 32159 | 501(c)(3) | $5,000 | Operational Support | |
| We Care Jacksonville | |||||||
| 900 UNIVERSITY BLVD NORTH STE 200 | Jacksonville | FL | 32207 | 593431724 | 501(c)(3) | $10,000 | Operational Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 22 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | GENESIS HEALTH, INC. IS VERY SELECTIVE WHEN SELECTING ORGANIZATIONS FOR CONTRIBUTIONS. ALL ORGANIZATIONS ARE 501(C)(3) OR GOVERNMENT ORGANIZATIONS. ALL FUNDS ARE APPROVED BY MANAGEMENT PRIOR TO DISTRIBUTION. DOCUMENTATION OF ALL GRANTS AND AWARDS ARE MAINTAINED BY MANAGEMENT. AGREEMENTS FOR GRANTS/AWARDS ARE TYPICALLY ENTERED INTO PRIOR TO FUNDING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | 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 | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 | ||||||||||||||
| Chairman / CEO | $607,792 | $0 | $219,084 | $0 | $3,861 | $0 | $53,500 | $0 | $17,858 | $0 | $902,095 | $0 | $0 | $0 |
| Victor DeRienzo | ||||||||||||||
| COO Aging Services & OP | $269,546 | $0 | $99,443 | $0 | $1,050 | $0 | $24,969 | $0 | $26,118 | $0 | $421,126 | $0 | $0 | $0 |
| Kris A Roberts | ||||||||||||||
| COO IP & Home Health | $270,137 | $0 | $104,251 | $0 | $1,050 | $0 | $16,646 | $0 | $17,761 | $0 | $409,845 | $0 | $0 | $0 |
| J Britton Tabor | ||||||||||||||
| SEC. / TREAS. / CFO | $431,586 | $0 | $158,314 | $0 | $3,861 | $0 | $18,021 | $0 | $8,167 | $0 | $619,949 | $0 | $0 | $0 |
| Trevor Paris MD | ||||||||||||||
| CMO | $425,653 | $0 | $166,604 | $0 | $4,540 | $0 | $30,500 | $0 | $26,908 | $0 | $654,205 | $0 | $0 | $0 |
| Joanne Hoertz | ||||||||||||||
| SVP Nursing | $246,025 | $0 | $90,767 | $0 | $1,705 | $0 | $24,590 | $0 | $8,211 | $0 | $371,298 | $0 | $0 | $0 |
| KATHY BARBOUR | ||||||||||||||
| VP Chief Marketing & Communications Officer | $200,086 | $0 | $70,433 | $0 | $490 | $0 | $12,210 | $0 | $16,804 | $0 | $300,023 | $0 | $0 | $0 |
| LISA KEMPH | ||||||||||||||
| VP Chief Human Resources Officer | $216,573 | $0 | $73,873 | $0 | $769 | $0 | $1,506 | $0 | $21,068 | $0 | $313,789 | $0 | $0 | $0 |
| KERRY A MAHER MD | ||||||||||||||
| SVP PM&R Consulting & Education | $335,244 | $0 | $128,853 | $0 | $3,801 | $0 | $30,500 | $0 | $0 | $0 | $498,398 | $0 | $0 | $0 |
| ROBERT ROWE | ||||||||||||||
| EXECUTIVE DIRECTOR OF HIGHER LEARNING | $148,407 | $0 | $44,379 | $0 | $1,541 | $0 | $26,767 | $0 | $15,305 | $0 | $236,399 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | The organization reimburses club fees and dues for the CEO, COO and some Executive and Senior Vice Presidents. These reimbursements are included in taxable wages and are grossed up to reimburse the employees for the taxes associated with these payments. Car allowances are also provided to these employees as non-accountable allowances. |
| Schedule J, Part I, Line 1a Discretionary spending account | The organization reimburses club fees and dues for the CEO, COO and some Executive and Senior Vice Presidents. These reimbursements are included in taxable wages and are grossed up to reimburse the employees for the taxes associated with these payments. Car allowances are also provided to these employees as non-accountable allowances. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | The organization reimburses club fees and dues for the CEO, COO and some Executive and Senior Vice Presidents. These reimbursements are included in taxable wages and are grossed up to reimburse the employees for the taxes associated with these payments. Car allowances are also provided to these employees as non-accountable allowances. |
| Schedule J, Part I, Line 6a Compensation contingent on net earnings of the organization | 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. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| JACKSONVILLE ECONOMICS DEVELOPMENT COMMISSION | ||||||||
| A | 2013-06-27 | $35,000,000 | CAPITAL IMPROVEMENTS | false | false | false | ||
| CITY OF JACKSONVILLE FLORIDA | ||||||||
| B | 2015-09-01 | $55,095,000 | CAPITAL IMPROVEMENTS AND REFUND PRIOR ISSUE | false | false | false | 596000344 | 469400BV6 |
| CITY OF JACKSONVILLE FLORIDA | ||||||||
| C | 2017-10-24 | $78,002,940 | REVENUE BONDS - SERIES 2017 | false | false | false | 596000344 | 469400DJ1 |
| City of Jacksonville Health Care Facilities | ||||||||
| D | 2020-01-01 | $119,705,000 | Revenue Bonds - Series 2020 | false | false | false | 596000344 | 469400EB7 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $20,990,386 | $0 | $35,000,000 | $0 | $0 | $0 | $214,687 | $0 | $0 | $34,785,313 | $0 | $0 | 2015 | Yes (true) | false | false | Yes (true) |
| B | $5,225,000 | $0 | $55,095,000 | $0 | $0 | $0 | $536,235 | $0 | $495,254 | $47,699,874 | $5,343,462 | 2017 | Yes (true) | false | false | Yes (true) | |
| C | $11,005,000 | $0 | $71,230,000 | $0 | $0 | $0 | $702,572 | $0 | $0 | $0 | $70,527,428 | $0 | 2017 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $0 | $0 | $119,705,000 | $0 | $0 | $0 | $569,383 | $0 | $0 | $3,095,133 | $97,920,315 | $38,360,022 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | 0 | false | false |
| B | false | false | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | 0 | false | false |
| C | false | false | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | 0 | false | false |
| D | false | false | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | 0 | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| B | false | false | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| C | false | false | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| D | false | Yes (true) | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, 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 for the series 2015 & 2017 bonds will not match. |
| Schedule K, Part IV, Line 2c COLUMN B | Issuer name: CITY OF JACKSONVILLE, FLORIDA The calculation for computing no rebate due was performed on 09/01/2024 |
| Schedule K, Part IV, Line 2c COLUMN C | Issuer name: CITY OF JACKSONVILLE, FLORIDA The calculation for computing no rebate due was performed on 10/24/2024 |
| Schedule K, Part IV, Line 2c COLUMN D | Issuer name: City of Jacksonville Health Care Facilities The calculation for computing no rebate due was performed on 09/01/2024 |
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 | City of Jacksonville Health Care Facilities | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 596000344 | BondIssuerEIN |
| Bond Issued | 2020-01-01 | BondIssuedDt |
| Issue Price | $39,000,000 | IssuePriceAmt |
| Purpose | Private Issue - Refinancing Agreement | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Total Proceeds | $39,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $105,698 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $38,894,302 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | false | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | false | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | false | EngageBondCounselContractsInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | false | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.0 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropPct |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | false | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Term Of Hedge | 0 | TermOfHedgePct |
| Superintegrated Hedge | false | SuperintegratedHedgeInd |
| Hedge Terminated | false | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Term Of GIC | 0 | TermOfGICPct |
| Regulatory Safe Harbor Stsfd | false | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a | Brooks Rehabilitation is dedicated to offering the most advanced therapies for all patients. Brooks commitment to providing the best care possible is exemplified by the depth and breadth of programs and services offered. By linking the best minds in rehabilitation with the latest treatments and technology, Brooks Rehabilitation enables patients to achieve the highest quality of life possible. Brooks Rehabilitation is a post-acute system of care with a stated mission of empowering people to achieve their highest level of recovery and participation in life through excellence in rehabilitation. Brooks' vision is to be a recognized leader in providing a system of world-class rehabilitation solutions, advancing the health and well-being of the communities it serves. The mission and vision of Brooks is accomplished through its values of excellence in care, demonstrated through innovation, integrity, service, compassion, teamwork, accountability, and continuous learning. Brooks Rehabilitation maintains a strong reputation for clinical excellence, financial performance, innovation and community outreach in the markets it serves. By focusing on becoming a comprehensive post-acute health system, Brooks Rehabilitation is uniquely positioned to succeed in the challenging healthcare environment. Brooks Rehabilitation is a recognized leader in providing a system of world-class rehabilitation solutions, advancing the health and well-being of its communities. In 2020, Brooks celebrated 50 years of expertise empowering people to achieve their highest level of recovery and participation in life. Brooks Rehabilitation System of Care offers unique care settings for every stage of recovery so patients can stay with Brooks for their entire rehabilitation journey. Brooks' team of physicians, therapists and nurses have specialized education for patients' medical and rehabilitation needs. Dedicated care teams work with patients and their families to develop individualized treatment plans based on recovery goals. Excellence in care is demonstrated through innovation, compassion and consistently providing the highest quality of care. Brooks Rehabilitation provides a full continuum of care to support the comprehensive needs of patients and their families. The value of Brooks' System of Care lies in the individualized care from expert clinicians and its commitment to exceptional service, giving patients a great experience in every Brooks' location. Brooks specializes in the treatment of: -Stroke -Brain Injury -Spinal Cord Injury -Neurological Disorders -Orthopedics -Pediatrics -Balance Disorders -Sports Injuries -Chronic Pain Disorders -Low Vision GENERAL INFORMATION Genesis Health, Inc., doing business as Brooks Rehabilitation, headquartered in Jacksonville, Florida, has served the northeast Florida community for 50 years, and continues to expand its service area in the southeast region of the country. Brooks Rehabilitation is comprised of the following not-for-profit legal entities: -Genesis Health, Inc. d/b/a Brooks Rehabilitation [59-2249370] -Genesis Rehabilitation Hospital, Inc. d/b/a Brooks Rehabilitation Hospital [59-3284221] -Genesis Health Development, Inc. d/b/a Brooks Health Development [59-2249372] -Genesis Health Foundation, Inc., d/b/a Brooks Health Foundation. [59-2249340] -Physical Medicine Specialists, Inc., d/b/a Brooks Rehabilitation Specialists [59-3530305] -Brooks Home Care Advantage, Inc., d/b/a Brooks Rehabilitation Home Health [26-2216181] -Brooks Skilled Nursing Facility A., Inc. [27-2153586] -Brooks Rehabilitation Clinical Research Center, Inc. [45-2094888] -Brooks Halifax Rehabilitation Services, LLC Brooks Rehabilitation Hospital Brooks Rehabilitation Hospital's University campus is a 160-licensed bed inpatient rehabilitation facility. With approximately 2,800 annual discharges and 51,000 inpatient days in 2024, the hospital is one of the busiest freestanding rehabilitation hospitals in the country. In the spring of 2022, Brooks Rehabilitation completed construction of a new 60-bed state-of-the-art hospital on its Bartram Park campus. Innovative technology and clinical expertise will ensure the excellence of service synonymous with Brooks Rehabilitation. In 2024, the Bartram campus reported approximately 1,500 discharges and 21,000 inpatient days. Brooks Rehabilitation Hospital has been a leader in rehabilitation programs and services for 50 years. The hospital focuses on serving the most complex patients, ranking in the 99th percentile nationally for case mix index (patient acuity). It is the only one of its kind in the region, providing the highest quality rehabilitation and medical care for patients that require intensive therapy. By specializing in traumatic brain injury, spinal cord injury, stroke, pediatrics, orthopedics and neurological disorders, the hospital is a destination for the region for treating acute traumatic or acquired illnesses and injuries. Patients receive 24-hour medical care with daily physician oversight and nursing care. They receive a minimum of three hours of therapy, five days a week, including physical, occupational, and speech therapies. Cognitive rehabilitation, neuropsychology, psychology, and recreation therapy are provided as appropriate to meet patient and family needs. Onsite innovative Neuro Recovery Center, aquatic program, and wheelchair clinic with pressure mapping technology ensure the latest evidence-based treatments. Services include treatments for a wide range of injuries, and illnesses: stroke, mild to catastrophic brain injuries, spinal cord injuries, neurological disorders, amputation, chronic pain, and orthopedic conditions. A hospital level of care is available for pediatric, adolescent, and adult patients. We combine highly trained clinicians with the latest technologies to advance rehabilitation through innovation and research-based practice. Our clinical staff is among the highest trained and educated in the profession for rehabilitation, medical care and nursing. This, combined with our state-of-the-art equipment, supports our commitment to providing the best therapy and care to help patients achieve their highest quality of life. Brooks' care teams understand that a severe injury or illness can be life-altering for patients and their families, which is why Brooks strives to provide the most advanced therapy along with compassion, motivation and hope. Comprehensive care teams include physicians specializing in rehabilitation, specially trained nurses, physical therapists, occupational therapists, speech language pathologists, recreational therapists, social workers, dieticians, neuropsychologists, psychologists, case managers and therapy dogs. Services offered at Brooks Hospital include: -Aquatic therapy -Chaplain services -Cognitive rehabilitation -Community re-entry programs -Family education -Neuro Recovery Centers -Nutrition counseling -Occupational therapy -Physical medicine -Physical therapy -Recreation therapy -Rehabilitation nursing -Speech therapy -Music Therapy -Support groups Patients have access to sophisticated therapeutic settings. Every floor of the hospital contains multiple therapy gyms for daily intensive rehabilitation. Brooks also offers access to our Neuro Recovery Center, which is a specialized gym equipped with the most cutting-edge rehabilitation equipment and technology available. Under the guidance of clinicians with expertise in neurology, our patients and community members can continue to improve their neuroplasticity and maximize long-term recovery. Brooks Rehabilitation Hospital is CARF-accredited in stroke, spinal cord injury, brain injury, pain, pediatrics and general medical rehabilitation. This accreditation reflects proven outcomes achieved through evidence-based practice. Brooks Rehabilitation Hospital provides 24-hour nursing services furnished or supervised by registered nurses. Nursing team members include registered nurses, licensed practical nurses and nursing assistants. Brooks Rehabilitation Hospital achieved Magnet designation from the American Nurses Credentialing Center (ANCC) as a reflection of its nursing professionalism, teamwork, and superiority in patient care. Rehabilitation nurses make a difference in their patients' lives. They work with patients of all ages, and their families or caregivers, soon after the onset of a disabling injury or chronic illness. They restore patients' lives so they have freedom and independence once again. As a collaborator, educator, care coordinator, advocate, and change agent, rehabilitation nurses work with other healthcare team members, including physiatrists, occupational therapists, physical therapists, neuropsychiatrists, speech therapists, and others, to create comprehensive care plans based on patient goals and maximum potential. |
| Form 990, Part III, Line 4a | The facility serves patients who require intensive rehabilitation, with specialization in stroke, spinal cord injury, brain injury, and pediatrics. The hospital has been continuously accredited by the Joint Commission since 1986, the latest for a three-year period beginning September 2019. The Hospital has also maintained continuous accreditation by the Commission on Accreditation of Rehabilitation Facilities since 1982. The Hospital is designated by the State of Florida as a Spinal Cord Injury Rehabilitation Center and a Brain Injury Rehabilitation Center. The Hospital achieved Magnet Redesignation for nursing in 2021, to become one of four freestanding inpatient rehabilitation facilities in the country with this credential. Brooks Rehabilitation provides stellar rehabilitation services of care to all patients. A patient's ability to pay for services is not an impediment to care. In 2024, the Hospital provided 1,149 inpatient days of charity care and 4,376 visits at its outpatient facilities. The cost of this care was approximately $2.5 million. Additionally, 1,459 days of service were provided to Medicaid patients. Brooks Health Development Brooks Rehabilitation includes a network of outpatient clinics located throughout Jacksonville, North Tampa and Orlando Florida. Brooks' clinicians are highly trained to provide exceptional physical, occupational, and speech therapies. The combination of evidenced-based practice and innovative technology allows Brooks to treat the most complex and unique cases. The clinics include a variety of highly specialized clinics, such as a Motion Analysis Center, Center for Sports Therapy, Pediatric Centers, Neuro Recovery Center, Center for Low Vision, and Balance Center. Experts treat sports injuries, back pain, stroke, spinal cord injuries, Parkinson's, MS, ALS, Autism, Cerebral Palsy, developmental disability, mobility disorders, arthritis, Downs' Syndrome, as well as other conditions. Specialties include neurological, geriatrics, orthopedics, pediatrics, sports therapy, women's health, vestibular problems, low vision and mobile therapy. The Brooks Motion Analysis Center (MAC) is a specialized clinical and research assessment facility focused on gait and movement impairments in people of all ages. Through the use of innovative technology, clinical examination, and biomechanical analysis, the purpose is to advance rehabilitation science and clinical practice leading to improved recovery and performance in individuals with neurologic and orthopedic impairments. This program is one of many offered as community service by Brooks Rehabilitation. Brooks Center for Sports Therapy (CST) provides specialized athletic rehabilitation for athletes ranging from casual to highly competitive. Brooks is the official rehabilitation provider for the University of North Florida's athletic program. Athletes can be treated at the Center for Sports Therapy, or at another of the convenient locations. Brooks also offers educational programs to teach athletes how to reduce their chances of injury. Transportation is provided to patients with disabilities to and from outpatient centers for those who qualify for charity care. This service is funded by Brooks Community Health, and is available five days a week. In 2024, there were 537,553 patient visits at the clinic locations, providing 1,795,315 units of service. Brooks Halifax Rehabilitative Services Brooks Rehabilitation partnered with Halifax Hospital to provide intensive rehabilitation in the Daytona, Florida area. The 40 bed unit is located at the Halifax Hospital and specializes in treating stroke, spinal cord injuries, and brain injuries. Brooks Rehabilitation at Halifax Health, a 40- bed unit, is Daytona's only Level II Trauma Center that also holds a Comprehensive Stroke Center designation. This facility allows patients with acute rehabilitation needs to stay close to home during their recovery. In 2024, this facility discharged 998 patients and provided 13,700 days of patient care. In October 2016, Brooks Rehabilitation partnered with Halifax Health to provide quality outpatient rehabilitation services to the Daytona, Florida area. The partnership consists of five clinics. Brooks provides clinical and management services for these clinics. Brooks Rehabilitation Home Health Brooks Rehabilitation services also include a home health services. Brooks Rehabilitation Home Health is one of the largest home care agencies in Northeast Florida, providing home care to patients across 23 counties. 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. The Home Care 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 Rehabilitation Home Health 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 Services In 2024, Brooks Rehabilitation Home Health had approximately 187,000 home visits, of which 123,000 were Medicare. Brooks Skilled Nursing Brooks Rehabilitation is also a leading provider of skilled nursing services. The focus of Brooks skilled nursing services is to provide comprehensive rehabilitation to improve the long-term quality of life for its patients. Bartram Crossing Skilled Nursing Facility Bartram Crossing is a 100 bed skilled nursing facility that focuses on short stay rehabilitation. The facility features a 4,500 square foot gym, outdoor therapy courtyard, and private rooms. It is designed to provide a homelike environment for the patients during their rehabilitation. A designated treatment team is trained for the unique medical needs of the patients requiring short term rehabilitation (15-30 days). Patients that require long term care are cared for as well with appropriate protocols. The care team includes physical, occupational and speech therapists, nursing staff trained in rehabilitation, a registered dietitian, case managers, and a physician to oversee each individual care plan. The continuum of care goal enables Brooks to provide seamless transitions for patients recovering from acute illness or injury, resulting in the best outcomes at the lowest cost. In 2024, Bartram Crossing had approximately 34,000 patient days and a 94% occupancy. Bartram Lakes Assisted Living Facility Bartram Lakes is an assisted living facility located adjacent to Bartram Crossing. There are 61 apartment units that offer residents autonomy and independence while providing 24/7 care and support. The care and services provided are centered on nurturing the mind, soul, and body of the residents. Nurses and aides assist with activities of daily living, medication management, oxygen, braces and other medical assistance. The lifestyle at Bartram Lakes promotes wellness and participation in life. Meals are provided in the dining room, transportation is provided for shopping and events. Activities are available to keep the residents active and engaged. In 2024, Bartram Lakes had 19,865 resident days. The Green House Residences The Green House Model is an innovative, nationally recognized model in long-term care developed by renowned Harvard-trained geriatrician, Dr. William Thomas. The model creates small homes that recognize the individuality of residents and honors their autonomy, choice, privacy and dignity. The Model has gained widespread recognition in the senior living industry. In 2024, The Greenhouses had 7,383 resident days. |
| Form 990, Part III, Line 4a | University Crossing Skilled Nursing Facility In 2016, Brooks Rehabilitation opened a new 111 bed skilled nursing facility on a campus adjacent to the inpatient hospital. Each of its three floors houses a therapy gym, living room, activity space, and dining room. The facility also features walking paths, a healing garden, and an outdoor therapy courtyard, providing a peaceful setting for patients and their families. In 2024, there were approximately 36,000 patient days and an occupancy of 89%. Brooks Rehabilitation Physical Medicine Specialists Physical Medicine Specialists, Inc. (doing business as Brooks Rehabilitation Specialists) is a 501(C) (3) nonprofit physician group. It is composed of specialists in rehabilitation medicine (physiatrists). The staff is amongst the most highly trained in the practice of rehabilitation medicine. This group was established to provide physician care to patients within the Brooks system. Brooks is home to a clinical staff that is amongst the most highly trained in the field of rehabilitation. By linking the best minds in rehabilitation and enabling staff with the latest technology, our clinical experts provide the most effective approach to help our patients, residents, and guests achieve the highest quality of life possible. The physician group offers patient care at Brooks Hospital, outpatient centers and our skilled nursing facilities. In 2024, the Medical Group had approximately 100,000 patient encounters. They also provide medical education to University of Florida residents, the medical community and the Jacksonville community at large. Brooks Rehabilitation Clinical Research Center Brooks Rehabilitation has partnered with various academic institutions to advance the future of rehabilitation and enhance the quality of life. The Brooks Rehabilitation Clinical Research Center (BRCRC) is devoted to conducting innovative research studies that will expand the knowledge and science of recovery for patients. The BRCRC combines the experience and expertise of academic researchers, clinical investigators and practicing clinicians to conduct research that positively impacts patients and their families. Focused on advancing the future of rehabilitation, the BRCRC team is driven by a mission to generate new knowledge and integrate the latest research discoveries into clinical practices to improve patient outcomes and improve their quality of life. Areas of focus include: stroke, traumatic brain injury, spinal cord injury, orthopedics, Parkinson's disease, chronic pain, musculoskeletal conditions and aging. Research at the BRCRC emphasizes the link between research and practice through collaborations between Brooks Rehabilitation System of Care and academic institutions such as the University Of Florida College Of Public Health and the University of North Florida Brooks college of Health. These collaborations join the research expertise of academic researchers with the clinical expertise of highly specialized practicing rehabilitation professionals from a variety of disciplines Brooks Institute of Higher Learning The Brooks Institute provides world-class educational opportunities to the local and regional healthcare community. Mission: Create, preserve, and disseminate knowledge, as well as promote a culture of broad inquiry by providing world-class educational opportunities, cutting-edge scholarly research, and excellence in service in the healthcare environment. With curriculum taught by recognized leaders in the field, Brooks Institute offers broad continuing education courses, clinical student internships, and accredited post-graduate residency and fellowship programs for therapists. Course areas include orthopedics, neurology, women's health, pediatrics, sports, chronic pain and geriatrics. Brooks Health Foundation THE FOUNDATION IS A PUBLICALLY SUPPORTED CHARITY ESTABLISHED TO SUPPORT THE OPERATIONS OF BROOKS REHABILITATION PROGRAMS AND SERVICES. THE FOUNDATION RECEIVES FUNDING PRIMARILY THROUGH INDIVIDUAL DONATIONS AND FUNDRAISING EVENTS. IN 2024, THE FOUNDATION RECEIVED APPROXIMATELY $1.3M IN CONTRIBUTIONS. ADDITIONALLY, BROOKS' EMPLOYEES DONATED $82K TO PROVIDE PATIENTS THE MEDICALLY NECESSARY EQUIPMENT AND MEDICATIONS. FUNDS RASIED BY THE FOUNDATION HELP SUPPORT THE MANY BROOKS COMMUNITY BENEFIT PROGRAMS. BROOKS COMMUNITY BENEFIT PROGRAMS AS THE MOST COMPREHENSIVE REHABILITATION SERVICES PROVIDER, BROOKS RECOGNIZED THE NEED TO PROVIDE SERVICES AND OPPORTUNITIES FOR PATIENTS AFTER DISCHARGE AND BECAME A LEADER IN REINVENTING WAYS TO FURTHER THE CARE OF PEOPLE LIVING WITH DISABILITIES. IN ADDITION TO THE FULL CONTINUUM OF POST-ACCUTE SERVICES, BROOKS REHABILITATION PROVIDES ONGOING COMMUNITY BENEFIT PROGRAMS AND RESOURCES FOR PEOPLE LIVING WITH DISABILITIES TO PROMOTE THEIR SOCIAL, EMOTIONAL AND PHYSICAL WELL BEING LONG TERM. BECAUSE BROOKS REHABILITATION BELIEVES IN GIVING BACK, ALL THE COMMUNITY BENEFIT PROGRAMS ARE OFFERED AT LITTLE OR NO COST TO PARTICIPANTS. THESE COMMUNITY BENEFIT PROGRAMS ARE HIGHLIGHTED BELOW: ADAPTIVE SPORTS AND RECREATION (ADULT AND PEDIATRIC) THE ADAPTIVE SPORTS AND RECREATION COMMUNITY PROGRAMS OFFER MANY DIFFERENT ACTIVITIES FOR ALL AGES, INCLUDING BUT NOT LIMITED TO WHEEL-CHAIR BASKETBALL, QUAD RUGBY, PAINTING, WHEEL-CHAIR TENNIS, YOGA, BOWLING, BOCCE BALL, BILLIARDS, POWER SOCCER, WATER SKIING AND MANY MORE. THOSE LIVING WITH DISABILITES WHO PARTICIPATE IN THE ADAPTIVE SPORT AND RECREATION PROGRAMS, BUILD STRENGTH AND SELF CONFIDENCE, ENJOY COMPETITIVE ACTIVITIES, GAIN BODY AWARENESS AND INDEPENDENCE, LEARN NEW LIFE SKILLS AND MAKE NEW FRIENDS. BRAIN INJURY CLUBHOUSE THE BROOKS BRAIN INJURY CLUBHOUSE OFFERS ACTIVITIES AND TRAINING FOR INDIVIDUALS WHO HAVE EXPERIENCED A BRAIN INJURY. THIS UNIQUELY DESIGNED PROGRAM IS THE ONLY ONE IN THE STATE OF FLORIDA AND ONE OF ONLY 24 WORLDWIDE. THE CLUBHOUSE HELPS INDIVIDUALS REGAIN SOCIAL, PHYSICAL, COGNITIVE AND VOCATIONAL ABILITIES. IN ADDITION TO ACTIVITES SUCH AS FITNESS, DANCE AND ART, PARTICIPANTS ALSO HAVE THE OPPORTUNITY TO MANAGE CLUBHOUSE OPERATIONS, CONNECT IN THE COMMUNITY AND POTENTIALLY RETURN TO THE WORKPLACE. NEURO RECOVERY CENTERS THE BROOKS NEURO RECOVERY CENTERS OFFER THE LATEST TECHNOLOGY AND EQUIPMENT FOR CUSTOMIZED REHABILITATION AND THERAPY. THIS UNIQUE GYM ALLOWS THOSE WITH DISABILITIES TO IMPROVE FUNCTIONAL MOVEMENT AND ABILITIES. ALL PARTICIPANTS RECEIVE AN EVALUATION AND AN INDIVIDUALIZED PROGRAM DESIGNED TO MAXIMIZE THEIR POTENTIAL FOR NEUROPLASTICITY RECOVERY AND WELLNESS. APHASIA CENTER SEEING A GROWING NEED, BROOKS OPENED THE AREA'S FIRST APHASIA CENTER IN 2015 BASED ON RECOMMENDATIONS FROM THERAPY STAFF. THE BROOKS APHASIA CENTER PROVIDES THERAPY AND SUPPORT FOR THOSE LIVING WITH APHASIA DUE TO STROKE, TRAUMATIC BRAIN INJURY, BRAIN TUMORS AND OTHER NEUROLOGICAL DISORDERS. THE CENTER OFFERS TWO SPECIFIC PROGRAMS. FIRST THE COMMUNITY APHASIA PROGRAM ENCOURAGES MULTI-MODAILTY COMMUNICATION TECHNIQUES AND BUILDS CONFIDENCE IN COMMUNICATING. THE SECOND PROGRAM IS A SIX WEEK INTENSIVE AND IMMERSIVE REHABILITATION APPROACH. IN ADDTION, RESEARCH INNIATIVES FOCUS ON UNDERSTANDING BEST PRACTICE CARE AND SUPPORT THROUGH THE COLLECTION OF DATA. SCHOOL RE-ENTRY PROGRAM WHEN ASKED WHAT THEY WANT, CHILDREN WITH DISABLING INJURIES OR ILLNESS SAY THAT THEY WANT TO RETURN TO SCHOOL TO BE WITH THEIR FRIENDS. BROOKS REHABILITATION IS THE SOLE PROVIDER OF SCHOOL RE-ENTRY SERVICES IN NORTHEAST FLORIDA AND THE STATE DESIGNATED TREATMENT FACILITY FOR BRAIN AND SPINAL CORD INJURIES FOR CHILDREN. THE PROGRAM INCLUDES EDUCATION FOR CLASSMATES, SCHOOL PROFESSIONALS AND FAMILIES TO HELP THEM UNDERSTAND THE CHALLENGES AND NEEDS OF A STUDENT TRANSITIONING BACK INTO SCHOOL AND THEIR COMMUNITIES. HELEN'S HOUSE BROOKS' 40 UNIT HOSPITALITY HOUSE OFFERS TEMPORARY, VERY LOW-COST LODGING FOR BROOKS' PATIENTS AND THEIR CAREGIVERS WHILE THEY ARE RECEIVING TREATMENT. THE MAJORITY OF RESIDENTS COME FROM OUTSIDE THE AREA AND HAVE SUFFERED A TRAUMATIC INJURY OR ILLNESS. HELENS HOUSE PROVIDES ACCOMMODATIONS, SUPPORT AND AN UNDERSTANDING COMMUNITY FOR THOSE STRIVING TO REGAIN ABILITIES AND THEIR FAMILIES. |
| Form 990, Part III, Line 4a | For more information about the programs and the successful outcomes, visit Brooksrehab. org. Brooks Rehabilitation Partnership Support Brooks Rehabilitation supports numerous non-profits whose work and missions are strategically tied to Brooks' mission. Some of the organizations that benefitted from Brooks' support in 2024 include: ALS Florida Chapter American Diabetes Association American Heart Association American Red Cross Ascension St. Vincent's Baptist Health Cathedral Arts Project Dreams Come True Duval County Medical Society Funk Zitiello Foundation Gate River Run Halifax Health Foundation Jacksonville Sports Medicine Jacksonville University Jacksonville Women's Leadership Jax USA Partnership Kids Chance of Florida Leadership Jacksonville Nemours Foundation Players Championship Tony Meduri TBI Fund UF Health - Jacksonville UNF Foundation United Way of Northeast Florida Volunteers in Medicine We Care |
| Form 990, Part VI, 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, Line 11b Review of form 990 by governing body | Form 990 is placed on a shared file system for access by all Board members. Board members may request printed copies. Form 990 is reviewed in detail by the Audit Committee. A summary is presented to the Board. |
| Form 990, Part VI, Line 12c Conflict of interest policy | 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, Line 15a Process to establish compensation of top management official | Genesis Health, Inc. engages an outside consultant for all officer, executive, and top management compensation decisions. The Compensation Committee of the Board of Directors approves all decisions regarding executive compensation. Comparability data utilized includes industry as well as geographical parameters. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | Genesis Health, Inc. engages an outside consultant for all officer, executive, and top management compensation decisions. The Compensation Committee of the Board of Directors approves all decisions regarding executive compensation. Comparability data utilized includes industry as well as geographical parameters. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Other Change In Net Assets - 819226; Total - 819226; |
| Form 990, Part XII, Line 2c Change of oversight process or selection process | This process has not changed from the prior year. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| SAMUEL WELLS MOB LLC | |||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 454274287 | REAL ESTATE HOLDING | FL | $97,602 | $5,439,516 | Genesis Health Inc |
| BROOKS AMERICARE MANAGEMENT SERVICES LLC | |||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 477264827 | MANAGEMENT SERVICES | FL | $0 | $0 | Genesis Health Inc |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| GENESIS REHABILITATION HOSPITAL INC | ||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 593284221 | HEALTHCARE / REHAB CARE | FL | 501(c)(3) | 3 | GENESIS HEALTH INC | Yes (true) |
| PHYSICAL MEDICINE SPECIALISTS INC | ||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 593530305 | HEALTHCARE / PHYSICIANS | FL | 501(c)(3) | Type I | GENESIS REHABILITATION HOSPITAL INC | Yes (true) |
| BROOKS HOME CARE ADVANTAGE INC | ||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 262216181 | HEALTHCARE / HOME THERAPY | FL | 501(c)(3) | 10 | GENESIS HEALTH INC | Yes (true) |
| GENESIS HEALTH DEVELOPMENT INC | ||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 592249372 | HEALTHCARE / REHAB THERAPY | FL | 501(c)(3) | 10 | GENESIS HEALTH INC | Yes (true) |
| BROOKS SKILLED NURSING INC | ||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 264561148 | HEALTHCARE / SKILLED NURSING | FL | 501(c)(3) | 10 | GENESIS HEALTH INC | Yes (true) |
| BROOKS SKILLED NURSING FACILITY A INC | ||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 272153586 | HEALTHCARE / SKILLED NURSING | FL | 501(c)(3) | 3 | BROOKS SKILLED NURSING INC | Yes (true) |
| THE GENESIS HEALTH FOUNDATION INC | ||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 592249340 | SUPPORT / FUNDRAISING | FL | 501(c)(3) | 7 | GENESIS HEALTH INC | Yes (true) |
| BROOKS SKILLED NURSING FACILITY HOLDINGS A INC | ||||||||||
| 1301 RIVERPLACE BLVD 1500 | JACKSONVILLE | FL | 32207 | 272187557 | REAL ESTATE HOLDING | FL | 501(c)(3) | Type I | BROOKS SKILLED NURSING INC | Yes (true) |
| BROOKS SKILLED NURSING FACILITY HOLDINGS B INC | ||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 452623488 | REAL ESTATE HOLDING | FL | 501(c)(3) | Type I | BROOKS SKILLED NURSING INC | Yes (true) |
| BROOKS REHABILITATION CLINICAL RESEARCH CENTER INC | ||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 452094888 | RESEARCH | FL | 501(c)(3) | 4 | GENESIS HEALTH INC | Yes (true) |
| HB Outpatient Rehabilitative Services Inc | ||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 813748483 | HEALTHCARE / REHAB THERAPY | FL | 501(c)(3) | Type I | Genesis Health Developement Inc | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HB Deltona Rehabilitative Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 N Clyde Morris Blvd | AddressLine1Txt |
| City | Daytona Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 862309610 | EIN |
| Primary Activities | Outpatient Rehabilitation | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GH HOLDINGS INC | ||||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 593007328 | HOLDING COMPANY | FL | Genesis Health Inc | C Corporation | $0 | $0 | 1 | Yes (true) |
| GH MANAGEMENT INC | ||||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 592387438 | HOLDING COMPANY | FL | GH HOLDINGS INC | C Corporation | $0 | $0 | 1 | Yes (true) |
| GENESIS MANAGEMENT SERVICES INC | ||||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 592183211 | MANAGEMENT SERVICES | FL | GH HOLDINGS INC | C Corporation | $0 | $0 | 1 | Yes (true) |
| GH MEDICAL SERVICES INC | ||||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 592742895 | MEDICAL SERVICES | FL | GH HOLDINGS INC | C Corporation | $0 | $0 | 1 | Yes (true) |
| GH PARTNERSHIP HOLDINGS PPA INC | ||||||||||||
| 3599 UNIVERSITY BLVD SOUTH | JACKSONVILLE | FL | 32216 | 593075438 | INVESTMENT HOLDINGS | FL | GH HOLDINGS INC | C Corporation | $0 | $0 | 1 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | 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 | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| GENESIS HEALTH DEVELOPMENT | ||
| L | $4,614,940 | INTERCO. ALLOCATION |
| GENESIS REHABILITATION HOSPITAL INC | ||
| L | $15,542,341 | INTERCO. ALLOCATION |
| PHYSICAL MEDICINE SPECIALISTS | ||
| L | $1,314,026 | INTERCO. ALLOCATION |
| BROOKS HOME CARE ADVANTAGE | ||
| L | $3,823,925 | INTERCO. ALLOCATION |
| BROOKS SKILLED NURSING FACILITY A | ||
| L | $4,341,636 | INTERCO. ALLOCATION |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part IV | FormAndLineReferenceDesc |
| Explanation | ALL CORPORATIONS LISTED ON SCHEDULE R, PART IV ARE CONSOLIDATED FOR FEDERAL INCOME TAX PURPOSES. GH HOLDINGS, INC. ACTS AS THE CORPORATE PARENT FOR THE GROUP, AND ALL APPLICABLE INCOME AND DEDUCTION ITEMS ARE ELIMINATED IN CONSOLIDATION. AMOUNTS PRESENTED ON PART IV ARE SHOWN PRE-CONSOLIDATION. | ExplanationTxt |