NORTH CENTRAL FLORIDA HOSPICE INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NORTH CENTRAL FLORIDA HOSPICE INC (EIN 59-2490893)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-26
- IRS object ID
- 201612709349300926
- Schema version
- 2015v2.1
- 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 G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-26T16:08:07-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 S LAURA STREET SUITE 2100 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592490893 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH CENTRAL FLORIDA HOSPICE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 3523728400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SANTAFE HEALTHCAREINC PO BOX 749 | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 326270749 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDALL L STUART | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 3523378730 | PhoneNum |
| Signature | 2016-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J MULDOON | PreparerPersonNm |
| PTIN | P00889797 | PTIN |
| Phone | 9043540671 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAVEN HOSPICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL P GALLAGHER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SANTAFE HEALTHCAREINC PO BOX 749 | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 326270749 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $73,006,377 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HAVENHOSPICE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | HONORING LIFE BY PROVIDING COMFORT, CARE AND COMPASSION TO THOSE WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 755 | TotalEmployeeCnt |
| Total Volunteers | 798 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,570,471 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,482,463 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $55,670,400 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $61,430,163 | CYProgramServiceRevenueAmt |
| PY Investment Income | $808,258 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,319,537 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$81,215 | PYOtherRevenueAmt |
| CY Other Revenue | -$42,894 | CYOtherRevenueAmt |
| PY Total Revenue | $60,967,914 | PYTotalRevenueAmt |
| CY Total Revenue | $66,189,269 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $30,939,112 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $33,284,280 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $499,490 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,154,100 | PYOtherExpensesAmt |
| CY Other Expenses | $34,222,936 | CYOtherExpensesAmt |
| PY Total Expenses | $58,093,212 | PYTotalExpensesAmt |
| CY Total Expenses | $67,507,216 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,874,702 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,317,947 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $67,516,285 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,410,582 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,053,444 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,463,002 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $49,462,841 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,947,580 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF NORTH CENTRAL FLORIDA HOSPICE, INC. (HAVEN HOSPICE) IS TO HONOR LIFE BY PROVIDING COMFORT, CARE AND COMPASSION TO THOSE WE SERVE.NORTH CENTRAL FLORIDA HOSPICE, INC. (HAVEN HOSPICE) HELPS PATIENTS BE AS COMFORTABLE AS POSSIBLE AND PROVIDE THEIR CAREGIVERS WITH NEEDED RESOURCES AND ASSISTANCE. HAVEN HOSPICE PROVIDES THE MOST CURRENT THERAPIES AND METHODS TO MAXIMIZE COMFORT AND CARE TO PATIENTS INCLUDING ACCESS TO PROFESSIONAL STAFF AROUND THE CLOCK. HAVEN HOSPICE PROVIDES CLINICAL EDUCATION ABOUT END-OF-LIFE AND PALLIATIVE CARE, GRIEF SUPPORT TO CHILDREN AND FAMILIES AND BEREAVEMENT PROGRAMS FOR BOTH GROUPS AND INDIVIDUALS IN ITS SERVICE AREA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $30,122,833 | ExpenseAmt |
| Revenue | $46,117,758 | RevenueAmt |
| Desc | HAVEN HOSPICE PROVIDED SERVICES TO 3,389 HOSPICE PATIENTS INCLUDING 259,131 DAYS OF SERVICE AND 201,756 VISITS BY NURSES, HOME HEALTH AIDES, SOCIAL WORKERS, CHAPLAINS AND PHYSICIANS TOTALING 220,414 HOURS OF CARE. INCLUDED IN THE EXPENSES IS $119,510 OF UNREIMBURSED CARE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,079,725 | ExpenseAmt |
| Revenue | $12,440,359 | RevenueAmt |
| Desc | HAVEN HOSPICE PROVIDED SERVICES TO 2,599 PATIENTS IN INPATIENT CARE CENTERS, INCLUDING 21,644 DAYS OF SERVICE AND 109,213 VISITS BY NURSES, HOME HEALTH AIDES, SOCIAL WORKERS, CHAPLAINS AND PHYSICIANS. INCLUDED IN THE EXPENSES IS $39,571 OF UNREIMBURSED CARE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $215,459 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | HAVEN HOSPICE PROVIDED BEREAVEMENT SERVICES TO THE COMMUNITIES IN WHICH IT SERVES AND TO FAMILY MEMBERS OF PATIENTS WHO HAVE DIED IN ITS CARE. THE BEREAVEMENT DEPARTMENT CONDUCTED COMMUNITY EDUCATION EVENTS WITH 6,445 ATTENDING. IN ADDITION, 17,578 SUPPORT MAILERS WERE DISTRIBUTED, 6,716 BEREAVEMENT SUPPORT PHONE CALLS WERE PLACED AND 2,871 INDIVIDUALS WERE PROVIDED EITHER GROUP, INDIVIDUAL, OR FAMILY GRIEF SUPPORT COUNSELING. 16 MEMORIAL SERVICES WERE HELD WITH AN AVERAGE ATTENDANCE OF 39 PARTICIPANTS PER SERVICE. 5 GRIEF CAMPS WERE HELD FOR 166 PARTICIPANTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,544,498 | ExpenseAmt |
| Revenue | $2,872,046 | RevenueAmt |
| Desc | MISCELLANEOUS PROGRAM SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $9,544,498 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $2,872,046 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $52,962,515 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 363 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 755 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANDALL L STUART ASST TREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3523378730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 NW 90TH BLVD | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 326065688 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 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 |
|---|---|---|---|---|---|---|---|---|---|
| SCOTTIE J BUTLER | |||||||||
| CHAIRMAN/DIRECTOR | 0.10 | 2.90 | Yes (X) | Yes (X) | $0 | $72,757 | $0 | ||
| JOE G DUNLAP | |||||||||
| VICE CHAIRMAN/DIRECTOR | 0.10 | 1.40 | Yes (X) | Yes (X) | $0 | $56,643 | $0 | ||
| ROBERT L EPLING | |||||||||
| TREASURER/DIRECTOR | 0.10 | 1.40 | Yes (X) | Yes (X) | $0 | $55,991 | $0 | ||
| ALBERT E DOTSON PHD | |||||||||
| SECRETARY/DIRECTOR | 0.10 | 1.40 | Yes (X) | Yes (X) | $0 | $54,440 | $0 | ||
| RICHARD M ANDERSON MD | |||||||||
| DIRECTOR | 0.10 | 1.40 | Yes (X) | $0 | $52,612 | $0 | |||
| JOSEPH W DAVIS | |||||||||
| DIRECTOR | 0.10 | 1.40 | Yes (X) | $0 | $53,440 | $0 | |||
| BENJAMIN I DOERR JR | |||||||||
| DIRECTOR | 0.10 | 2.90 | Yes (X) | $0 | $57,731 | $0 | |||
| GEORGE E FLETCHER | |||||||||
| DIRECTOR | 0.10 | 1.40 | Yes (X) | $0 | $53,593 | $0 | |||
| HUGH J FLOYD | |||||||||
| DIRECTOR - THROUGH 11/4/2015 | 0.10 | 1.40 | Yes (X) | $0 | $39,705 | $0 | |||
| GLENDA E HOOD | |||||||||
| DIRECTOR | 0.10 | 1.40 | Yes (X) | $0 | $56,316 | $0 | |||
| ROBERT C HUDSON | |||||||||
| DIRECTOR | 0.10 | 1.40 | Yes (X) | $0 | $52,132 | $0 | |||
| PAMELA J MOONEY PHD | |||||||||
| DIRECTOR | 0.10 | 1.40 | Yes (X) | $0 | $52,631 | $0 | |||
| THOMAS A NATIELLO PHD | |||||||||
| DIRECTOR | 0.10 | 1.40 | Yes (X) | $0 | $55,990 | $0 | |||
| PAUL R PHILIP | |||||||||
| DIRECTOR | 0.10 | 1.40 | Yes (X) | $0 | $54,440 | $0 | |||
| JACKSON N SASSER PHD | |||||||||
| DIRECTOR | 0.10 | 1.40 | Yes (X) | $0 | $56,317 | $0 | |||
| JAMES L STRINGFELLOW SR | |||||||||
| DIRECTOR | 0.10 | 1.40 | Yes (X) | $0 | $49,563 | $0 | |||
| MICHAEL P GALLAGHER | |||||||||
| CHIEF EXECUTIVE OFFICER/DIRECTOR | 2.50 | 57.50 | Yes (X) | Yes (X) | $0 | $2,806,271 | $46,890 | ||
| RANDALL L STUART | |||||||||
| ASSISTANT TREASURER | 3.00 | 57.00 | Yes (X) | $0 | $596,841 | $134,709 | |||
| CATHERINE E AYERS | |||||||||
| ASSISTANT SECRETARY | 14.00 | 46.00 | Yes (X) | $0 | $540,788 | $60,570 | |||
| STEVEN M ZIEGLER | |||||||||
| ASSISTANT SECRETARY | 6.00 | 57.00 | Yes (X) | $0 | $487,411 | $126,177 | |||
| TIMOTHY BOWEN | |||||||||
| PRESIDENT (THROUGH 2/20/2015) | 50.00 | 0.10 | Yes (X) | $0 | $110,144 | $22,216 | |||
| JAMES L POOLE | |||||||||
| PRESIDENT (INTERIM) | 45.00 | 5.10 | Yes (X) | $355,456 | $0 | $17,613 | |||
| ARTHUR L CLARKE JR | |||||||||
| SVP OPERATIONS & CIO | 40.00 | 0.00 | $320,307 | $0 | $39,115 | Yes (X) | |||
| CAROLYN L WEBBER | |||||||||
| HUMAN RESOURCES DIRECTOR | 40.00 | 0.00 | $257,667 | $0 | $20,210 | Yes (X) | |||
| NEEL G KARNANI MD | |||||||||
| REGIONAL MEDICAL DIRECTOR | 40.00 | 0.00 | $243,455 | $0 | $22,652 | Yes (X) | |||
| GERALDINE S BICHIER | |||||||||
| ASSOCIATE MEDICAL DIRECTOR | 40.00 | 0.00 | $211,523 | $0 | $36,472 | Yes (X) | |||
| PATRICK F WOLOSZYN | |||||||||
| ASSOCIATE MEDICAL DIRECTOR | 40.00 | 0.00 | $209,126 | $0 | $32,121 | Yes (X) | |||
| CATHERINE MITCHELL | |||||||||
| VP HAVEN CFO | 40.00 | 0.00 | $200,140 | $0 | $7,337 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,797,674 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,415,756 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $566,082 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SANTAFE HEALTHCARE INC | |||||
| PO BOX 749 | GAINESVILLE | FL | 326270749 | MANAGEMENT FEES | $1,480,658 |
| PARRISH MCCALL CONSTRUCTORS INC | |||||
| PO BOX 142002 | GAINESVILLE | FL | 326142002 | CONSTRUCTION SERVICES | $1,222,969 |
| TERRACE OF JACKSONVILLE LLC | |||||
| 10680 OLD ST AUGUSTINE ROAD | JACKSONVILLE | FL | 32257 | NURSING HOME SERVICES | $1,209,378 |
| GRAY CONSTRUCTION SERVICES INC | |||||
| 222 WEST WADE STREET | TRENTON | FL | 32693 | CONSTRUCTION SERVICES | $859,357 |
| SV-JUPITER PROPERTIES LLC | |||||
| 833 KINGSLEY AVE | ORANGE PARK | FL | 320734701 | NURSING HOME SERVICES | $581,804 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 48 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $68,897 | FederatedCampaignsAmt |
| Fundraising | $242,970 | FundraisingAmt |
| All Other Contributions | $3,170,596 | AllOtherContributionsAmt |
| Noncash Contributions | $2,460,539 | NoncashContributionsAmt |
| Total Contributions | $3,482,463 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICARE REVENUE | 623990 | $45,219,181 | $45,219,181 |
| MEDICAID REVENUE | 623990 | $12,329,476 | $12,329,476 |
| PATIENT SERVICE REVENUE | 623990 | $3,881,506 | $3,881,506 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $61,430,163 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $606,376 | TotalRevenueColumnAmt |
| Exclusion | $606,376 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,201,070 | SecuritiesAmt |
| Other | $89,992 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,496,245 | SecuritiesAmt |
| Other | $81,656 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $704,825 | SecuritiesAmt |
| Other | $8,336 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $713,161 | TotalRevenueColumnAmt |
| Exclusion | $713,161 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $58,515 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $242,970 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $239,207 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$180,692 | TotalRevenueColumnAmt |
| Exclusion | -$180,692 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $137,798 | TotalRevenueColumnAmt |
| Exclusion | $137,798 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $137,798 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,189,269 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $61,430,163 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,276,643 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,819,114 | TotalAmt |
| Program Services | $20,761,103 | ProgramServicesAmt |
| Management And General | $5,883,632 | ManagementAndGeneralAmt |
| Fundraising | $174,379 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,231,340 | TotalAmt |
| Program Services | $940,368 | ProgramServicesAmt |
| Management And General | $285,700 | ManagementAndGeneralAmt |
| Fundraising | $5,272 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,339,337 | TotalAmt |
| Program Services | $2,346,903 | ProgramServicesAmt |
| Management And General | $972,948 | ManagementAndGeneralAmt |
| Fundraising | $19,486 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,894,489 | TotalAmt |
| Program Services | $1,467,446 | ProgramServicesAmt |
| Management And General | $414,230 | ManagementAndGeneralAmt |
| Fundraising | $12,813 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $611,593 | TotalAmt |
| Management And General | $611,593 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,095 | TotalAmt |
| Program Services | $115 | ProgramServicesAmt |
| Management And General | $237,980 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,320 | TotalAmt |
| Management And General | $79,320 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,758,707 | TotalAmt |
| Program Services | $13,929,618 | ProgramServicesAmt |
| Management And General | $782,125 | ManagementAndGeneralAmt |
| Fundraising | $46,964 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,273 | TotalAmt |
| Program Services | $566,632 | ProgramServicesAmt |
| Management And General | $50,641 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,254,852 | TotalAmt |
| Program Services | $598,350 | ProgramServicesAmt |
| Management And General | $618,347 | ManagementAndGeneralAmt |
| Fundraising | $38,155 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $736,348 | TotalAmt |
| Program Services | $1,057 | ProgramServicesAmt |
| Management And General | $735,291 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,881,709 | TotalAmt |
| Program Services | $1,329,521 | ProgramServicesAmt |
| Management And General | $552,188 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,421,332 | TotalAmt |
| Program Services | $997,211 | ProgramServicesAmt |
| Management And General | $413,990 | ManagementAndGeneralAmt |
| Fundraising | $10,131 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,500 | TotalAmt |
| Program Services | $5,860 | ProgramServicesAmt |
| Management And General | $118,640 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,253 | TotalAmt |
| Program Services | $331,253 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,448,913 | TotalAmt |
| Program Services | $1,062,819 | ProgramServicesAmt |
| Management And General | $386,094 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,006 | TotalAmt |
| Program Services | $198,060 | ProgramServicesAmt |
| Management And General | $269,946 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT | $5,163,862 | $5,162,543 | $1,319 | |
| PHARMACY SUPPLIES | $2,190,897 | $2,190,897 | ||
| MEDICAL SUPPLIES | $670,680 | $668,309 | $2,371 | |
| COMMUNITY SUPPORT | $464,900 | $176,226 | $109,880 | $178,794 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,760,696 | TotalAmt |
| Program Services | $228,224 | ProgramServicesAmt |
| Management And General | $1,518,976 | ManagementAndGeneralAmt |
| Fundraising | $13,496 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,507,216 | TotalAmt |
| Program Services | $52,962,515 | ProgramServicesAmt |
| Management And General | $14,045,211 | ManagementAndGeneralAmt |
| Fundraising | $499,490 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,444 | BOYAmt |
| EOY | $1,225,997 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,239,205 | BOYAmt |
| EOY | $6,115,214 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,281 | BOYAmt |
| EOY | $130,961 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,865,668 | BOYAmt |
| EOY | $3,006,612 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,951 | BOYAmt |
| EOY | $417,481 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $46,161,735 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,430,889 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,551,693 | BOYAmt |
| EOY | $33,730,846 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,631,361 | BOYAmt |
| EOY | $15,792,981 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,481,768 | BOYAmt |
| EOY | $2,494,390 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,892,914 | BOYAmt |
| EOY | $1,496,100 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,516,285 | BOYAmt |
| EOY | $64,410,582 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,202,443 | BOYAmt |
| EOY | $7,336,587 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,951,965 | BOYAmt |
| EOY | $8,490,078 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,899,036 | BOYAmt |
| EOY | $1,636,337 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,053,444 | BOYAmt |
| EOY | $17,463,002 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,824,433 | BOYAmt |
| EOY | $45,325,214 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,638,408 | BOYAmt |
| EOY | $1,622,366 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,462,841 | BOYAmt |
| EOY | $46,947,580 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,516,285 | BOYAmt |
| EOY | $64,410,582 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,317,947 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,114,293 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$83,021 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,860,145 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,775,032 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,386,291 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,570,471 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,482,463 | CurrentTaxYearAmt |
| Total | $17,074,402 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,146,734 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,236,900 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,585,078 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,670,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,430,163 | CurrentTaxYearAmt |
| Total | $291,069,275 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,006,879 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,011,932 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,971,369 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,240,871 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,912,626 | CurrentTaxYearAmt |
| Total | $308,143,677 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $308,143,677 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $382,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $504,167 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $578,204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $767,929 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $606,376 | CurrentTaxYearAmt |
| Total | $2,839,076 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $382,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $504,167 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $578,204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $767,929 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $606,376 | CurrentTaxYearAmt |
| Total | $2,839,076 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$181,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$189,792 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $130,302 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$81,215 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$42,894 | CurrentTaxYearAmt |
| Total | -$364,849 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,208,029 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,326,307 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,679,875 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,927,585 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,476,108 | CurrentTaxYearAmt |
| Total | $310,617,904 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99200 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99290 | PublicSupportPY509Pct |
| Investment Income CY | 0.00910 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00860 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | LIFELINE INCOME - ADMINISTRATIVE INCOME - 2011 AMOUNT: $ 19,291. 2012 AMOUNT: $ 7,188. 2013 AMOUNT: $ 310,563. 2014 AMOUNT: $ 76,847. 2015 AMOUNT: $ 137,798. SPECIAL EVENT INCOME NET - 2011 AMOUNT: $ -200,541. 2012 AMOUNT: $ -196,980. 2013 AMOUNT: $ -180,261. 2014 AMOUNT: $ -158,062. 2015 AMOUNT: $ -180,692. | 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 | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $41,671 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $41,671 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | HAVEN HOSPICE IS A MEMBER OF FLORIDA HOSPICE AND PALLIATIVE CARE, INC., ALLIANCE FOR CARE, AND THE NATIONAL HOSPICE AND PALLIATIVE CARE ORGANIZATION AND PARTICIPATES IN LOBBYING AND STRATEGY DISCUSSIONS. HAVEN HOSPICE HAS ENGAGED THE SERVICES OF A REGISTERED LOBBYIST TO MONITOR DEVELOPMENTS AT THE ANNUAL GENERAL SESSION OF THE FLORIDA LEGISLATURE. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,249,856 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,731 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,248,125 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,099,668 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $150,188 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,249,856 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,822,987 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $276,681 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,099,668 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,534,886 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $288,101 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,822,987 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,489,469 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $45,417 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,534,886 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,522,844 | OtherCostOrOtherBasisAmt |
| Book Value | $4,522,844 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,221,895 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,695,490 | DepreciationAmt |
| Book Value | $27,526,405 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $535,057 | OtherCostOrOtherBasisAmt |
| Depreciation | $343,128 | DepreciationAmt |
| Book Value | $191,929 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,881,939 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,392,271 | DepreciationAmt |
| Book Value | $1,489,668 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $33,730,846 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| GIFT ANNUITIES | $185,801 |
| DUE TO AFFILIATES | $74,753 |
| CHARITABLE REMAINDER UNITRUST | $942,000 |
| CONTRIBUTION PAYABLE | $1,187 |
| INTEREST RATE SWAP | $432,596 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,636,337 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $66,193,544 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $80,126 | OtherRevenueAmt |
| Revenue Not Reported | $80,126 | RevenueNotReportedAmt |
| Revenue Subtotal | $66,113,418 | RevenueSubtotalAmt |
| Other Revenues Not Included | $75,851 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $75,851 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $66,189,269 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $67,587,285 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $239,707 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $239,707 | ExpensesNotReportedAmt |
| Expenses Subtotal | $67,347,578 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $159,638 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $159,638 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $67,507,216 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE HAVEN HOSPICE ENDOWMENT IS A SEPARATE ACCOUNT OF FUNDS THAT ARE HELD TO PROVIDE CURRENT AND FUTURE INCOME TO HAVEN HOSPICE IN ORDER TO OFFSET THE BURDEN OF UNCOMPENSATED CARE PROVIDED BY HAVEN HOSPICE. THE OBJECTIVE OF THE ENDOWMENT IS TO PROVIDE TIMELY FINANCIAL ASSISTANCE WHEN NEEDED AND LONG-TERM STABILITY TO HAVEN HOSPICE. |
| PART X, LINE 2: | ASC 740 FOOTNOTE: DUE TO ITS TAX-EXEMPT STATUS, THE ORGANIZATION IS NOT SUBJECT TO U.S. FEDERAL INCOME TAX OR STATE INCOME TAX. THE ORGANIZATION'S FORM 990 HAS NOT BEEN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE STATE OF FLORIDA FOR THE LAST THREE YEARS. THE ORGANIZATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE ORGANIZATION RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE ORGANIZATION DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT DECEMBER 31, 2015 AND DECEMBER 31, 2014. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | UNREIMBURSED CARE -159,081. SPECIAL EVENT EXPENSES WERE MOVED FROM EXPENSE TO REVENUE 239,707. SPECIAL EVENT EXPENSES (ST AUGUSTINE 5K) WERE MOVED FROM REVENUE TO EXPENSE -500. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RESTRICTED CONTRIBUTIONS, PLEDGES, AND LAND 75,851. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES WERE MOVED FROM EXPENSE TO REVENUE 239,707. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | UNREIMBURSED CARE 159,081. SPECIAL EVENT EXPENSES (ST AUGUSTINE 5K) WERE MOVED FROM REVENUE TO EXPENSE 500. LOSSES ON UNCOLLECTIBLE PLEDGES 57. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | VIVA | Event1Nm |
| Gross Receipts Event1 | $139,675 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $110,475 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $29,200 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,400 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $34,054 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $46,427 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,869 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $14,228 | OtherDirectExpensesEvent1Amt |
| Event2 | FALL ON THE FARM | Event2Nm |
| Gross Receipts Event2 | $53,837 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $46,847 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $6,990 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $6,435 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $15,029 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $15,858 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $600 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $3,582 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $107,973 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $85,648 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $22,325 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $2,025 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $8,695 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $33,473 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $19,077 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $4,134 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $26,321 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $301,485 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $242,970 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $58,515 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $2,025 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $16,530 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $82,556 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $81,362 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $12,603 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $44,131 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $239,207 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$180,692 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL P GALLAGHER | ||||||||||||||
| CHIEF EXECUTIVE OFFICER/DIRECTOR | $0 | $928,355 | $0 | $660,599 | $0 | $1,217,317 | $0 | $18,400 | $0 | $28,490 | $0 | $2,853,161 | $0 | $627,113 |
| RANDALL L STUART | ||||||||||||||
| ASSISTANT TREASURER | $0 | $386,665 | $0 | $93,324 | $0 | $116,852 | $0 | $108,243 | $0 | $26,466 | $0 | $731,550 | $0 | $0 |
| CATHERINE E AYERS | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $324,095 | $0 | $79,901 | $0 | $136,792 | $0 | $30,100 | $0 | $30,470 | $0 | $601,358 | $0 | $0 |
| STEVEN M ZIEGLER | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $325,353 | $0 | $80,762 | $0 | $81,296 | $0 | $92,687 | $0 | $33,490 | $0 | $613,588 | $0 | $62,554 |
| JAMES L POOLE | ||||||||||||||
| PRESIDENT (INTERIM) | $228,918 | $0 | $116,281 | $0 | $10,257 | $0 | $8,938 | $0 | $8,675 | $0 | $373,069 | $0 | $0 | $0 |
| ARTHUR L CLARKE JR | ||||||||||||||
| SVP OPERATIONS & CIO | $182,215 | $0 | $138,075 | $0 | $17 | $0 | $10,373 | $0 | $28,742 | $0 | $359,422 | $0 | $0 | $0 |
| CAROLYN L WEBBER | ||||||||||||||
| HUMAN RESOURCES DIRECTOR | $122,841 | $0 | $134,035 | $0 | $791 | $0 | $10,452 | $0 | $9,758 | $0 | $277,877 | $0 | $0 | $0 |
| NEEL G KARNANI MD | ||||||||||||||
| REGIONAL MEDICAL DIRECTOR | $242,174 | $0 | $300 | $0 | $981 | $0 | $9,530 | $0 | $13,122 | $0 | $266,107 | $0 | $0 | $0 |
| GERALDINE S BICHIER | ||||||||||||||
| ASSOCIATE MEDICAL DIRECTOR | $210,265 | $0 | $300 | $0 | $958 | $0 | $8,292 | $0 | $28,180 | $0 | $247,995 | $0 | $0 | $0 |
| PATRICK F WOLOSZYN | ||||||||||||||
| ASSOCIATE MEDICAL DIRECTOR | $207,931 | $0 | $225 | $0 | $970 | $0 | $4,425 | $0 | $27,696 | $0 | $241,247 | $0 | $0 | $0 |
| CATHERINE MITCHELL | ||||||||||||||
| VP HAVEN CFO | $102,698 | $0 | $34,650 | $0 | $62,792 | $0 | $1,810 | $0 | $5,527 | $0 | $207,477 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | MICHAEL P GALLAGHER IS THE CHIEF EXECUTIVE OFFICER (CEO) OF NORTH CENTRAL FLORIDA HOSPICE, INC. (HAVEN HOSPICE). MR. GALLAGHER IS COMPENSATED BY SANTAFE HEALTHCARE, INC., A RELATED SUPPORTING ORGANIZATION. SANTAFE HEALTHCARE, INC. UTILIZES THE FOLLOWING PROCESS TO ESTABLISH THE CEO'S COMPENSATION AND BENEFITS: THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS ANNUALLY RETAINS AN INDEPENDENT THIRD PARTY COMPENSATION AND BENEFITS CONSULTING FIRM (FIRM) TO CONDUCT A MARKET COMPETITIVENESS REVIEW OF THE CEO'S TOTAL DIRECT COMPENSATION (BASE SALARY, ANNUAL INCENTIVES, AND LONG TERM INCENTIVES) AND BENEFITS. THE COMPETITIVE ANALYSIS INCLUDES COMPARISON TO SIMILAR POSITIONS IN COMPANIES OF SIMILAR SIZE WITHIN THE SAME OR SIMILAR INDUSTRY. THE FIRM MAKES RECOMMENDATIONS, IF ANY, DIRECTLY TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ESTABLISHES THE FINAL COMPENSATION AND BENEFIT PACKAGE FOR THE CEO TAKING INTO CONSIDERATION THE MARKET COMPETITIVENESS REVIEW AND FINAL RECOMMENDATION OF THE FIRM. THE FIRM PROVIDES AN OPINION LETTER REGARDING THE REASONABLENESS OF THE CEO'S FINAL COMPENSATION AND BENEFITS PACKAGE. THE ACTIONS OF THE BOARD ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. |
| PART I, LINES 4A-B | (RELATES TO PART I, LINE 4A): LISTED PERSONS WHO ARE EMPLOYEES OF HAVEN HOSPICE ARE NOT COVERED BY A SEVERANCE POLICY; SEVERANCE IS HANDLED ON A CASE BY CASE BASIS. CERTAIN LISTED PERSONS, EXCLUDING OUTSIDE DIRECTORS OR EMPLOYEES OF HAVEN HOSPICE, ARE EMPLOYEES OF RELATED ORGANIZATIONS AND ARE COVERED UNDER A SEVERANCE POLICY FOR THEIR RESPECTIVE RELATED ORGANIZATION. THE SEVERANCE POLICY INCLUDES MONTHLY PAYMENTS UP TO A MAXIMUM OF 12 - 36 MONTHS UNDER QUALIFYING CIRCUMSTANCES AND DEPENDING ON POSITION. LISTED PERSONS ACTUALLY RECEIVING A SEVERANCE PAYMENT OR CHANGE OF CONTROL PAYMENT IN THE YEAR: CATHERINE MITCHELL RECEIVED $60,024 IN COMPENSATION PAYMENTS DUE TO A SEVERANCE AGREEMENT. PART I, LINE 4B: LISTED PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE YEAR: MICHAEL P GALLAGHER, RANDALL L STUART, AND TIMOTHY J BOWEN (THROUGH 02/20/2015) ARE EMPLOYEES OF SANTAFE HEALTHCARE, INC., A RELATED SUPPORTING ORGANIZATION. MR. GALLAGHER, MR. STUART, AND MR. BOWEN PARTICIPATE IN TWO NONQUALIFIED DEFERRED COMPENSATION RETIREMENT PLANS SPONSORED BY SANTAFE HEALTHCARE, INC. FOR A CERTAIN GROUP OF EXECUTIVES. ONE PLAN RESTORES RETIREMENT BENEFITS EQUIVALENT TO QUALIFIED 401(K) BENEFITS ON INCOME EARNED IN EXCESS OF THE INTERNAL REVENUE SERVICE CODE SECTION 401(A)(17) RECOGNIZABLE PAY LIMITS (A DEFINED CONTRIBUTION RESTORATION PLAN). VESTING FOR THIS PLAN IS ACHIEVED AT AGE 55 AND 10 YEARS OF SERVICE OR AT AGE 65 AND 5 YEARS OF SERVICE. THE SECOND SUPPLEMENTAL DEFINED CONTRIBUTION PLAN PROVIDES ADDITIONAL RETIREMENT INCOME BASED ON A PERCENTAGE OF BASE SALARY AND VESTS AT THREE AND FIVE YEARS OF SERVICE. MR. GALLAGHER VESTED AND RECEIVED $1,081,328 FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS IN 2015. MR. STUART VESTED AND RECEIVED $92,722 FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN 2015. CATHERINE E AYERS AND STEVEN M ZIEGLER ARE EMPLOYEES OF AVMED, INC., A RELATED TAX-EXEMPT ORGANIZATION. THEY PARTICIPATE IN TWO NONQUALIFIED DEFERRED COMPENSATION RETIREMENT PLANS SPONSORED BY AVMED, INC. FOR A CERTAIN GROUP OF EXECUTIVES. ONE PLAN RESTORES RETIREMENT BENEFITS EQUIVALENT TO QUALIFIED 401(K) BENEFITS ON INCOME EARNED IN EXCESS OF THE INTERNAL REVENUE SERVICE CODE SECTION 401(A)(17) RECOGNIZABLE PAY LIMITS (A DEFINED CONTRIBUTION RESTORATION PLAN). VESTING IS ACHIEVED AT AGE 55 AND 10 YEARS OF SERVICE OR AT AGE 65 AND 5 YEARS OF SERVICE. THE SECOND SUPPLEMENTAL DEFINED CONTRIBUTION PLAN PROVIDES ADDITIONAL RETIREMENT INCOME BASED ON A PERCENTAGE OF BASE SALARY AND VESTS AT THREE AND FIVE YEARS OF SERVICE. MS. AYERS VESTED AND RECEIVED $108,699 FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS IN 2015. MR. ZIEGLER VESTED AND RECEIVED $69,233 FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN 2015. |
| SCHEDULE J, PART II: | CERTAIN SENIOR EXECUTIVES ARE ACCOUNTABLE FOR AND PERFORM SERVICES FOR SANTAFE HEALTHCARE, INC. AND EACH OF ITS AFFILIATES. SANTAFE HEALTHCARE, INC. AND AFFILIATES REPRESENT A DIVERSIFIED FAMILY OF NOT-FOR-PROFIT ORGANIZATIONS WITH $2 BILLION IN GROSS RECEIPTS AND APPROXIMATELY 2,200 EMPLOYEES. THESE SENIOR EXECUTIVES ARE PAID DIRECTLY BY EITHER SANTAFE HEALTHCARE, INC., AVMED, INC. OR NORTH CENTRAL FLORIDA HOSPICE, INC. AND THEIR COMPENSATION AND BENEFITS ARE APPORTIONED AND CHARGED TO THE RESPECTIVE AFFILIATE BASED ON THE ESTIMATED AMOUNT OF TIME SPENT ON EACH AFFILIATE'S ACTIVITIES. FOR 2015, THE FOLLOWING PERCENTAGES OF EACH EXECUTIVE'S COMPENSATION AND BENEFITS (FOR THOSE SENIOR EXECUTIVES PAID BY A RELATED ORGANIZATION) ARE APPORTIONED AND CHARGED TO NORTH CENTRAL FLORIDA HOSPICE, INC. AS FOLLOWS: 4% - MICHAEL P GALLAGHER, CHIEF EXECUTIVE OFFICER 100% - TIMOTHY J BOWEN, PRESIDENT (OUTGOING) 90% - JAMES L POOLE, PRESIDENT (INTERIM) 5% - RANDALL L STUART, ASSISTANT TREASURER 22% - CATHERINE E AYERS, ASSISTANT SECRETARY 10% - STEVEN M ZIEGLER, ASSISTANT SECRETARY |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| CLAY COUNTY DEVELOPMENT AUTHORITY | |||||||
| A | 596583087 | 2011-12-21 | $10,000,000 | CONSTRUCT HOSPICE CARE FACILITY | 0 | 0 | 0 |
| ALACHUA COUNTY HEALTH FACILITIES AUTHORITY | |||||||
| B | 592442398 | 2015-12-15 | $8,600,000 | HOSPICE CARE FACILITY EXPANSION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,572,052 | $10,000,000 | $103,585 | $9,896,415 | 2012 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $8,600,000 | $62,130 | 0 | 0 | 0 | Yes (1) | $8,537,870 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | 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 | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 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 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PNC BANK | ||||||||||||
| A | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 18.500000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| BBVA COMPASS | ||||||||||||
| B | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 11.500000000000 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PARTS I AND II | FormAndLineReferenceDesc |
| Explanation | ADDITIONAL INFORMATION REGARDING THE BONDS ISSUE: THE CLAY COUNTY DEVELOPMENT AUTHORITY BONDS WERE ISSUED AS A DRAW-DOWN LOAN FOR THE ACQUISITION OF REAL PROPERTY AND CONSTRUCTION OF A HOSPICE FACILITY. THE FACILITY WAS COMPLETED AND PLACED IN SERVICE DURING 2012, AND THE ENTIRE BALANCE OF THE LOAN WAS DRAWN DOWN. THE ALACHUA COUNTY HEALTH FACILITIES AUTHORITY BONDS WERE ISSUED AS A DRAW-DOWN LOAN FOR EXPANSION OF THE E.T. YORK CARE CENTER. THE ISSUE PRICE AND PROCEEDS AMOUNTS SHOWN ON PARTS I AND II ARE THE MAXIMUM AMOUNT OF THE LOAN. AS OF THE END OF THE REPORTING YEAR, LESS THAN THE ENTIRE BALANCE OF THE LOAN HAD BEEN DRAWN DOWN. SCHEDULE K, PART II, LINE 17, COLUMN B: ALTHOUGH A FINAL ALLOCATION OF THE ALACHUA COUNTY HEALTH FACILITIES AUTHORITY BOND PROCEEDS WAS NOT COMPLETE AS OF 12/31/2015, THE ORGANIZATION MAINTAINED ADEQUATE BOOKS AND RECORDS TO SUPPORT THE ALLOCATIONS MADE THROUGH 12/31/2015. ONCE THE ALLOCATION OF PROCEEDS IS COMPLETE, THE BOOKS AND RECORDS WILL SUPPORT THE FINAL ALLOCATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,423,830 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RESALE VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $26,967 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV & PLEDGED AMOUNT | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,742 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RECORDED BOOK VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | LINE 9 - THIS FIGURE REPRESENTS THE NUMBER OF ITEMS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | HAVEN HOSPICE'S ARTICLES OF INCORPORATION AND BYLAWS STATE THAT THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS SHALL CONSTITUTE THE ORGANIZATION'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS CONSTITUTES THE ORGANIZATION'S BOARD OF DIRECTORS, WHICH MAKES ALL GOVERNANCE DECISIONS OF THE ORGANIZATION. THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS HAS THE POWER AND AUTHORITY TO ESTABLISH COMMITTEES, TO ELECT AND REMOVE OFFICERS, TO APPROVE AMENDMENTS OF THE ORGANIZATION'S GOVERNING DOCUMENTS, AND TO MODIFY, AMEND, RESCIND, OR REPEAL ANY ACTION TAKEN BY THE ORGANIZATION'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S PROCESS FOR ENSURING THE ACCURATE PREPARATION, REVIEW AND APPROVAL OF THE 2015 FORM 990 BEGAN WITH PROFESSIONAL DEVELOPMENT OF STAFF (SEVERAL OF WHICH ARE CPAS) WHICH WERE INVOLVED IN THE PREPARATION OF THE 2015 FORM 990. IN ADDITION TO STAFF DEVELOPMENT, WHICH INCLUDED ATTENDING TAX SEMINARS AND CLASSES, MANAGEMENT ALSO CONSULTED WITH INDEPENDENT ACCOUNTING FIRMS AND TAX LEGAL COUNSEL REGARDING THE IRS FORM 990 CODE AND FILING REQUIREMENTS. THE ORGANIZATION ALSO PREVIOUSLY EDUCATED ITS MANAGEMENT TEAM, OFFICERS AND DIRECTORS, WITH THE ASSISTANCE OF PRICEWATERHOUSECOOPERS LLP, REGARDING THE FORM 990 AND THEIR INVOLVEMENT IN REVIEWING THE RETURN. FOLLOWING MANAGEMENT'S PREPARATION OF THE 2015 FORM 990, PRICEWATERHOUSECOOPERS LLP REVIEWED THE 2015 FORM 990. A COPY OF THE 2015 FORM 990 AND ATTACHMENTS WERE PROVIDED TO THE ORGANIZATION'S CURRENT BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT. EXECUTIVE MANAGEMENT ADDRESSED ANY QUESTIONS RAISED BY THE BOARD MEMBERS PRIOR TO FILING THE 2015 FORM 990 AND ATTACHMENTS WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | HAVEN HOSPICE HAS A PROCEDURE FOR MONITORING AND ENFORCING COMPLIANCE WITH ITS CORPORATE CONFLICT OF INTEREST POLICY (POLICY). EACH COVERED PERSON SHALL RECEIVE A COPY OF THE POLICY FOR REVIEW, SUBMIT AN AFFIRMATION, AND COMPLETE A QUESTIONNAIRE WHICH IS ATTACHED TO THE CODE OF ETHICAL BUSINESS CONDUCT. THE PROCEDURE DETAILS THAT THE CORPORATE SECRETARY HAS RESPONSIBILITY FOR DELIVERY OF THE POLICY TO DIRECTORS AND OFFICERS AND RECEIPT OF THEIR AFFIRMATIONS AND QUESTIONNAIRES. THE HUMAN RESOURCES DEPARTMENT SHALL OBTAIN THE AFFIRMATION AND QUESTIONNAIRE FROM EVERY NEW EMPLOYEE AT ORIENTATION AND FROM ALL EMPLOYEES ANNUALLY. MEMBERS OF CORPORATE ADVISORY BOARDS SUBMIT THE AFFIRMATION AND QUESTIONNAIRE TO THE CHIEF COMPLIANCE OFFICER. ANNUAL CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY INTERNAL STAFF TO ENSURE RECORDS ARE COMPLETE. AS PART OF THE CORPORATE CONTRACT REVIEW PROCESS, CONSIDERATION IS GIVEN TO ANY POTENTIAL CONFLICTS OF INTEREST INVOLVING OPERATIONAL OR FINANCIAL TRANSACTIONS. ALL EMPLOYEES ARE EXPECTED TO DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICT. INITIAL REVIEW OF EMPLOYEE QUESTIONNAIRES WILL BE PERFORMED BY THE HUMAN RESOURCES DEPARTMENT WITH REVIEW OF ANY DISCLOSURES BY THE CHIEF COMPLIANCE OFFICER WHO WILL EVALUATE, MAKE NECESSARY INQUIRIES, AND INVESTIGATE ALTERNATIVES. BOARD MEMBERS SHALL DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICT TO THE CHAIRMAN OF THE SANTAFE HEALTHCARE, INC. BOARD, AND THE CHAIRMAN OR CHIEF COMPLIANCE OFFICER SHALL EVALUATE CONFLICT DISCLOSURES AND, IF APPROPRIATE, INVESTIGATE ALTERNATIVES AND REPORT TO DISINTERESTED BOARD MEMBERS FOR RESOLUTION. THE MINUTES OF THE BOARD OR ANY COMMITTEE MEETING AT WHICH A POTENTIAL OR ACTUAL CONFLICT OF INTEREST IS DISCLOSED OR DISCUSSED SHALL REFLECT THE NAME OF THE INTERESTED PARTY, THE NATURE OF THE CONFLICT, THE DELIBERATIONS AND THE RESOLUTION OF THE CONFLICT. IF IT IS DETERMINED THAT A COVERED PERSON HAS FAILED TO COMPLY WITH THE POLICY, THE CHIEF COMPLIANCE OFFICER OR THE CHAIRMAN SHALL TAKE APPROPRIATE ACTION, WHICH MAY INCLUDE REMOVAL FROM OFFICE OR TERMINATION OF EMPLOYMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | MICHAEL P GALLAGHER IS THE CHIEF EXECUTIVE OFFICER (CEO) OF HAVEN HOSPICE. MR. GALLAGHER IS COMPENSATED BY SANTAFE HEALTHCARE, INC., A RELATED SUPPORTING ORGANIZATION. SANTAFE HEALTHCARE, INC. UTILIZES THE FOLLOWING PROCESS TO ESTABLISH THE CEO'S COMPENSATION AND BENEFITS: THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS ANNUALLY RETAINS AN INDEPENDENT THIRD PARTY COMPENSATION AND BENEFITS CONSULTING FIRM (FIRM) TO CONDUCT A MARKET COMPETITIVENESS REVIEW OF THE CEO'S TOTAL DIRECT COMPENSATION (BASE SALARY, ANNUAL INCENTIVES, AND LONG TERM INCENTIVES) AND BENEFITS. THE COMPETITIVE ANALYSIS INCLUDES COMPARISON TO SIMILAR POSITIONS IN COMPANIES OF SIMILAR SIZE WITHIN THE SAME OR SIMILAR INDUSTRY. THE FIRM MAKES RECOMMENDATIONS, IF ANY, DIRECTLY TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ESTABLISHES THE FINAL COMPENSATION AND BENEFIT PACKAGE FOR THE CEO TAKING INTO CONSIDERATION THE MARKET COMPETITIVENESS REVIEW AND FINAL RECOMMENDATION OF THE FIRM. THE FIRM PROVIDES AN OPINION LETTER REGARDING THE REASONABLENESS OF THE FINAL COMPENSATION AND BENEFITS PACKAGE. THE ACTIONS OF THE BOARD ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15B: PROCESS FOR DETERMINING COMPENSATION FOR THE NON-DIRECTOR OFFICERS, PRESIDENT, CHIEF MEDICAL OFFICER, AND DIRECTORS OF HAVEN HOSPICE IS AS FOLLOWS: THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS ANNUALLY RETAINS AN INDEPENDENT THIRD PARTY COMPENSATION AND BENEFITS FIRM (FIRM) TO CONDUCT A MARKET COMPETITIVENESS REVIEW OF THE AFOREMENTIONED OFFICERS' TOTAL DIRECT COMPENSATION (BASE SALARY, ANNUAL INCENTIVES, AND LONG-TERM INCENTIVES) AND BENEFITS. THE COMPETITIVE ANALYSIS INCLUDES COMPARISONS TO SIMILAR POSITIONS IN COMPANIES OF SIMILAR SIZE WITHIN THE SAME OR SIMILAR INDUSTRY. AFTER COMPLETION OF ITS REVIEW, THE FIRM MAKES RECOMMENDATIONS, IF ANY, DIRECTLY TO THE BOARD OF DIRECTORS. THE FIRM PROVIDES AN OPINION LETTER REGARDING THE REASONABLENESS OF TOTAL DIRECT COMPENSATION AND EXECUTIVE BENEFITS. THE ACTIONS OF THE BOARD ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETINGS. THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS RETAINS AN INDEPENDENT THIRD PARTY CONSULTANT TO CONDUCT A MARKET COMPETITIVENESS REVIEW OF THE BOARD OF DIRECTORS' (INCLUDING OFFICER POSITIONS) COMPENSATION EVERY TWO TO THREE YEARS. THE COMPETITIVENESS ANALYSIS INCLUDES COMPARISONS TO BOTH NOT-FOR-PROFIT AND PUBLIC COMPANY (EXCLUDING EQUITY COMPONENT) DATA FOR COMPANIES WITHIN THE SAME OR SIMILAR INDUSTRY. ANY COMPENSATION CHANGES ARE APPROVED BY THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS BASED ON THE MARKET COMPETITIVENESS STUDY. A MARKET COMPETITIVENESS STUDY WAS CONDUCTED IN NOVEMBER 2014 FOR CHANGES MADE EFFECTIVE JANUARY 1, 2015. NO DIRECTOR FEES WERE ALLOCATED TO HAVEN HOSPICE DURING 2015. |
| FORM 990, PART VI, SECTION C, LINE 19 | HAVEN HOSPICE'S PROCEDURE FOR MAKING VARIOUS DOCUMENTS AVAILABLE TO THE PUBLIC: HAVEN HOSPICE MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC ON A CASE BY CASE BASIS IF REQUESTED DIRECTLY FROM THE ORGANIZATION. THE ARTICLES OF INCORPORATION CAN BE ACCESSED DIRECTLY THROUGH THE FLORIDA DEPARTMENT OF STATE, DIVISION OF CORPORATIONS WEBSITE AT WWW.SUNBIZ.ORG. THE CORPORATE BYLAWS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS CAN BE OBTAINED DIRECTLY FROM THE ORGANIZATION UPON WRITTEN REQUEST. |
| FORM 990, PART VII, SECTION A, LINE 1A: | CERTAIN SENIOR EXECUTIVES ARE ACCOUNTABLE FOR AND PERFORM SERVICES FOR SANTAFE HEALTHCARE, INC. AND EACH OF ITS AFFILIATES. SANTAFE HEALTHCARE, INC. AND AFFILIATES REPRESENT A DIVERSIFIED FAMILY OF NOT-FOR-PROFIT ORGANIZATIONS WITH $2 BILLION IN GROSS RECEIPTS AND APPROXIMATELY 2,200 EMPLOYEES. THESE SENIOR EXECUTIVES ARE PAID DIRECTLY BY EITHER SANTAFE HEALTHCARE, INC., AVMED, INC. OR NORTH CENTRAL FLORIDA HOSPICE, INC. AND THEIR COMPENSATION AND BENEFITS ARE APPORTIONED AND CHARGED TO THE RESPECTIVE AFFILIATE BASED ON THE ESTIMATED AMOUNT OF TIME SPENT ON EACH AFFILIATE'S ACTIVITIES. FOR 2015, THE FOLLOWING PERCENTAGES OF EACH EXECUTIVE'S COMPENSATION AND BENEFITS (FOR THOSE SENIOR EXECUTIVES PAID BY A RELATED ORGANIZATION) ARE APPORTIONED AND CHARGED TO NORTH CENTRAL FLORIDA HOSPICE, INC. AS FOLLOWS: 4% - MICHAEL P GALLAGHER, CHIEF EXECUTIVE OFFICER 100% - TIMOTHY J BOWEN, PRESIDENT (OUTGOING) 90% - JAMES L POOLE, PRESIDENT (INTERIM) 5% - RANDALL L STUART, ASSISTANT TREASURER 22% - CATHERINE E AYERS, ASSISTANT SECRETARY 10% - STEVEN M ZIEGLER, ASSISTANT SECRETARY |
| FORM 990, PART IX, LINE 11G | MEDICAL : PROGRAM SERVICE EXPENSES 11,873,912. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,873,912. CONTRACT LABOR : PROGRAM SERVICE EXPENSES 1,832,082. MANAGEMENT AND GENERAL EXPENSES 237,842. FUNDRAISING EXPENSES 46,964. TOTAL EXPENSES 2,116,888. CONSULTING : PROGRAM SERVICE EXPENSES 87,961. MANAGEMENT AND GENERAL EXPENSES 539,321. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 627,282. SECURITY : PROGRAM SERVICE EXPENSES 3,616. MANAGEMENT AND GENERAL EXPENSES 3,681. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,297. OTHER PURCHASED SERVICES : PROGRAM SERVICE EXPENSES 132,047. MANAGEMENT AND GENERAL EXPENSES 1,281. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 133,328. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FAIR VALUE OF CHARITABLE REMAINDER UNITRUST (CRUT) 913. CHANGE IN NET UNREALIZED GAINS/LOSSES ON CRUT -49,707. NET ASSETS RELEASED FOR OPERATIONS (RECOGNIZED FOR TAX IN PRIOR YEARS) -6,706. CHANGE IN NET UNREALIZED GAINS/LOSSES ON INTEREST RATE SWAP -27,578. LOSSES ON UNCOLLECTIBLE PLEDGES 57. |
| FORM 990, PART XII, LINE 2C: | THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR TO THE PROCESS RELATED TO AUDIT OVERSIGHT AND SELECTION OF THE INDEPENDENT ACCOUNTANT FOR THE ORGANIZATION. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAVEN MEDICAL GROUP LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 749 | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 326270749 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592490893 | EIN |
| Primary Activities | CONDUCT A MEDICAL PRACTICE SPECIALIZING IN PALLIATIVE CARE | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Total Income | $59,361 | TotalIncomeAmt |
| End Of Year Assets | $332,689 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH CENTRAL FLORIDA HOSPICE INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SANTAFE HEALTHCARE INC | |||||||||||
| PO BOX 749 | GAINESVILLE | FL | 326270749 | 592317607 | MANAGEMENT AND FINANCIAL SUPPORT FOR NOT-FOR-PROFIT AFFILIATES | FL | 501(C)(3) | 11B TYPE II | N/A | 0 | |
| AVMED INC | |||||||||||
| PO BOX 749 | GAINESVILLE | FL | 326270749 | 592742907 | HEALTH CARE | FL | 501(C)(4) | N/A | 0 | SANTAFE HEALTHCARE INC | |
| NORTH FLORIDA RETIREMENT VILLAGE INC | |||||||||||
| PO BOX 749 | GAINESVILLE | FL | 326270749 | 591912330 | RETIREMENT COMMUNITY | FL | 501(C)(3) | 9 | 0 | SANTAFE HEALTHCARE INC | |
| SANTAFE SENIOR LIVING INC | |||||||||||
| PO BOX 749 | GAINESVILLE | FL | 326270749 | 203700526 | MANAGEMENT AND FINANCIAL SUPPORT FOR NOT-FOR-PROFIT AFFILIATES | FL | 501(C)(3) | 11B TYPE II | 0 | SANTAFE HEALTHCARE INC | |
| BVG ACQUISITION INC | |||||||||||
| PO BOX 749 | GAINESVILLE | FL | 326270749 | 203701186 | RETIREMENT COMMUNITY | FL | 501(C)(3) | 9 | 0 | SANTAFE HEALTHCARE INC | |
| EAST RIDGE RETIREMENT VILLAGE INC | |||||||||||
| PO BOX 749 | GAINESVILLE | FL | 326270749 | 590903331 | RETIREMENT COMMUNITY | FL | 501(C)(3) | 9 | 0 | SANTAFE HEALTHCARE INC | |
| BONITA SPRINGS RETIREMENT VILLAGE INC | |||||||||||
| PO BOX 749 | GAINESVILLE | FL | 326270749 | 262386152 | RETIREMENT COMMUNITY | FL | 501(C)(3) | 9 | 0 | SANTAFE HEALTHCARE INC | |
| SANTAFE SENIOR LIVING FOUNDATION INC | |||||||||||
| PO BOX 749 | GAINESVILLE | FL | 326270749 | 264464727 | CHARITABLE & EDUCATIONAL PURPOSES | FL | 501(C)(3) | 7 | 0 | SANTAFE HEALTHCARE INC | |
| HOSPICE OF THE FLORIDA KEYS INC | |||||||||||
| PO BOX 749 | GAINESVILLE | FL | 326020749 | 592386289 | HOSPICE CARE | FL | 501(C)(3) | 7 | 0 | SANTAFE HEALTHCARE INC | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|
| SF HOLDING CORPINC | ||||||||||
| PO BOX 749 | GAINESVILLE | FL | 326270749 | 592903901 | HOLDING COMPANY | FL | SANTAFE HEALTHCARE INC | C | 0 | |
| CHARITABLE REMAINDER UNITRUST | ||||||||||
| CHARITABLE REMAINDER UNITRUST | FL | 0 | N/A | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AVMED INC | ||
| M | $98,860 | FAIR MARKET VALUE |
| AVMED INC | ||
| L | $82,318 | FAIR MARKET VALUE |