2025-11-13T07:55:59+00:00 2024-12-31 440160260 Forvis Mazars LLP 255 South Orange Avenue Suite 600 Orlando FL 32801 990 2024-01-01 590903331 East Ridge Retirement Village Inc EAST 3525548575 SANTAFE HEALTHCAREINC PO BOX 749 GAINESVILLE FL 326270749 STEVEN M ZIEGLER PRESIDENT AND CHIEF LEGAL OFFICER 3525548575 2025-11-13 true true Peter Gubler P00190185 4077405400 2025-11-13 2024 2025-03-06 01:10:19Z STEVEN M ZIEGLER SANTAFE HEALTHCAREINC PO BOX 749 GAINESVILLE FL 326270749 29440557 false X WWW.EASTRIDGERC.COM X 1961 FL TO PROVIDE AFFORDABLE HOUSING, MEALS, HEALTH CARE AND RELATED SERVICES TO SENIOR CITIZENS. 7 2 511 2 0 2580704 86095 29627866 28829623 193611 511705 0 32402181 29427423 0 0 13880158 14488132 0 0 21623175 24243663 35503333 38731795 -3101152 -9304372 79512482 75105650 103528580 108392677 -24016098 -33287027 X THE MISSION OF EAST RIDGE RETIREMENT VILLAGE, INC. IS TO PROVIDE AFFORDABLE HOUSING, MEALS, HEALTH CARE AND RELATED SERVICES TO SENIOR CITIZENS. THIS MISSION IS ACCOMPLISHED THROUGH VARIOUS MEANS: SERVICES ARE PROVIDED 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS A YEAR TO APPROXIMATELY 342 SENIOR RESIDENTS. TO THE EXTENT OF ITS FINANCIAL ABILITY, EAST RIDGE RETIREMENT VILLAGE, INC. MAKES EVERY EFFORT TO CONTINUE PROVIDING SERVICES TO RESIDENTS WHO BECOME UNABLE TO PAY. false false 15758810 0 22347778 EAST RIDGE RETIREMENT VILLAGE PROVIDED SKILLED NURSING AND RELATED HEALTH CARE SERVICES, INCLUDING THERAPY FOR INDIVIDUALS WHO ARE UNABLE TO CARE FOR THEMSELVES. TOTAL RESIDENT DAYS SERVED IN 2024 WERE 52,560. 7686927 0 3386519 EAST RIDGE RETIREMENT VILLAGE PROVIDED CLEANING, LAUNDRY, MAINTENANCE, SECURITY AND UTILITIES TO SENIORS IN RESIDENTIAL UNITS. THE AVERAGE NUMBER OF UNITS SERVED IN 2024 PER DAY WERE 313. 5600245 0 2676256 EAST RIDGE RETIREMENT VILLAGE PROVIDED THREE MEALS DAILY TO SENIOR RESIDENTS AND TRAY SERVICE TO INDIVIDUALS LOCATED IN THE SKILLED NURSING CENTER OR THOSE UNABLE TO LEAVE THEIR APARTMENTS. TOTAL MEALS SERVED IN 2024 WERE APPROXIMATELY 157,680. 902738 0 419070 EAST RIDGE RETIREMENT VILLAGE PROVIDED RECREATIONAL, CULTURAL, AND HOBBY ACTIVITIES, INCLUDING TRANSPORTATION TO LOCAL EVENTS OF INTEREST. APPROXIMATELY 335 RESIDENTS PER DAY WERE PROVIDED SERVICES IN 2024. 902738 419070 29948720 true true false false false false false false false false true false false false true true true false false false false false false false false false false false false true true false false false false false false false false false false false false false false false true false false false false true 99 0 true 511 true false false false false false false false false false false X 7 2 false false false false false true true true true false false false true true true true true true true true false false X KARL F GOEDERT 3525548575 4300 NW 89TH BLVD GAINESVILLE FL 326065688 BENJAMIN I DOERR JR TREASURER 1.0 5.0 X X 0 61339 0 GLENDA E HOOD CHAIR 1.0 5.0 X X 0 74039 0 JACKSON N SASSER PHD VICE CHAIR 1.0 5.0 X X 0 61339 0 LAWRENCE G SCHREIBER Former President & CEO/Director 1.0 44.0 X X 0 6619112 30816 DAVID STEWART DIRECTOR 1.0 0 X 0 0 0 KEVIN R MADDRON DIRECTOR 1.0 5.0 X 0 56539 0 STUART WALKER DIRECTOR 1.0 0 X 0 0 0 STEVEN ZIEGLER PRESDIENT & CLO 1.0 44.0 X 0 1752513 47836 MIGUEL L PARKS EXECUTIVE DIRECTOR 40.0 0 X 185446 0 0 SACASHA K BROWN SENIOR DIRECTOR OF HEALTH SERVICES 40.0 0 X 191742 0 922 AUGUSTIN GILBERT DIRECTOR OF NURSING 40.0 0 X 139010 0 8740 KIYRIA K PEDROSO DIRECTOR OF ASSISTED LIVING, MEMORY SUPPORT, AND COMMUNITY LIFE 40.0 0 X 124424 0 0 MARCO GONZALEZ ACCOUNTING MANAGER 40.0 0 X 140628 0 0 Oneida Fernandez REGISTERED NURSE 40.0 0 X 100834 0 1115 Tailemis Leon 40.0 0 X 121233 0 0 1003317 8624881 89429 7 false true false POLSINELLI PC 900W 48TH PLACE KANSAS CITY MO 64112 LEGAL SERVICES 1191483 SANTAFE MANAGEMENT SERVICES 4300 NW 89TH BLVD GAINESVILLE FL 32606 MANAGEMENT SERVICES 728610 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 60694 THERAPIST SERVICES 671193 BRIGHTVIEW LANDSCAPE PO BOX 740655 ATLANTA GA 303740655 MAINTENANCE SERVICES 474236 LTC PHARMA HLDGS LLC 2900 NW 60 STREET FT LAUDERDALE FL 33309 SERVICES PHARMACEUTICAL 317501 6 86095 86095 HOUSING/MAINTAINANCE 623000 16789240 16789240 ROOM & BOARD 623000 7550236 7550236 DUES & ASSESSMENTS 624100 2756580 2756580 COMPANION SERVICES 623000 1696429 1696429 TRANS. & SOCIAL SVCS 624100 37138 37138 0 0 0 0 28829623 516737 516737 8102 8102 0 0 0 13134 0 -13134 -13134 -13134 0 0 0 0 0 0 29427423 28829623 0 511705 377188 191742 185446 12156498 10590753 1565745 93813 85037 8776 1005210 876782 128428 855423 783787 71636 1372269 1372269 92404 92404 25022 25022 9382 9382 1024875 908223 116652 0 680872 680872 214819 153968 60851 558327 83326 475001 3179211 3086666 92545 20923 3064 17859 4502093 4051884 450209 3751104 3375993 375111 2383414 2145072 238342 OTHER NON-OPERATING 3279709 3279709 FOOD & FOOD SVCS 1426529 1383562 42967 MEDICAL SUPPLIES 594429 594429 SUPPLIES 520579 504914 15665 607702 448646 159056 0 38731795 29948720 8783075 0 600 600 4614122 3921578 3178615 1394248 0 0 0 0 372006 388930 432771 411373 88808915 33206102 59242453 55602813 3397314 11272354 0 0 8274601 2113754 79512482 75105650 2218883 2175581 15456947 12253073 64945454 65040372 0 0 20907296 28923651 103528580 108392677 X -25650781 -34932323 1634683 1645296 -24016098 -33287027 79512482 75105650 X -9304372 -86 33529 X X false true true false X 1038204 754001 799622 2580704 86095 5258626 25824973 27109404 28153652 29627866 28829623 139545518 0 0 0 26863177 27863405 28953274 32208570 28915718 144804144 0 0 76135 0 0 76135 0 0 0 0 0 0 0 0 76135 0 0 76135 144728009 409846 106260 181301 193611 524839 1415857 0 409846 106260 181301 193611 524839 1415857 0 0 0 0 0 0 0 27273023 27969665 29134575 32402181 29440557 146220001 0.98980 0.99057 0.01 0.0089 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 544076 544076 58150905 15312749 42838156 21697437 12936588 8760849 8262577 4956765 3305812 153920 153920 55602813 Federal Income Taxes REFUNDABLE ENTRANCE FEES 7950205 DUE TO AFFILIATES 14003236 ACCRUED BOND INTEREST PAYABLE 4627111 LEASE LIABILITY 2412 RESERVATION DEPOSITS 47462 OPTION DEPOSITS 2293225 28923651 X 29450254 -86 22917 22831 29427423 0 0 29427423 38731795 0 0 38731795 0 0 38731795 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote EAST RIDGE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. EAST RIDGE IS SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. EAST RIDGE INCURRED NO INCOME TAX EXPENSE IN 2024 AND HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 NET ASSET TRANSFER - 22917 true true false false false false false false false LAWRENCE G SCHREIBER Former President & CEO/Director 0 518262 0 0 0 6100850 0 13800 0 17016 0 6649928 0 0 STEVEN ZIEGLER PRESDIENT & CLO 0 425856 0 0 0 1326657 0 13800 0 34036 0 1800349 0 0 SACASHA K BROWN SENIOR DIRECTOR OF HEALTH SERVICES 169934 0 21808 0 0 0 0 0 922 0 192664 0 0 0 MIGUEL L PARKS EXECUTIVE DIRECTOR 161063 0 24383 0 0 0 0 0 0 0 185446 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE CHIEF EXECUTIVE OFFICER (CEO) OF EAST RIDGE RETIREMENT VILLAGE, INC. IS COMPENSATED BY SANTAFE HEALTHCARE, INC., A RELATED SUPPORTING ORGANIZATION. SANTAFE HEALTHCARE, INC. UTILIZES THE FOLLOWING PROCESS TO ESTABLISH THE CEO'S COMPENSATION AND BENEFITS: ANNUALLY, THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS RETAINS AN INDEPENDENT THIRD PARTY COMPENSATION AND BENEFITS CONSULTING FIRM TO CONDUCT A MARKET COMPETITIVENESS REVIEW OF THE CEO'S TOTAL DIRECT COMPENSATION (BASE SALARY, ANNUAL INCENTIVES, AND LONG TERM INCENTIVES) AND BENEFITS. THE COMPETITIVE ANALYSIS INCLUDES COMPARISON TO SIMILAR POSITIONS IN COMPANIES OF SIMILAR SIZE WITHIN THE SAME OR SIMILAR INDUSTRY. THE INDEPENDENT CONSULTING FIRM MAKES RECOMMENDATIONS, IF ANY, DIRECTLY TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ESTABLISHES THE FINAL COMPENSATION AND BENEFIT PACKAGE FOR THE CEO TAKING INTO CONSIDERATION THE MARKET COMPETITIVENESS REVIEW AND FINAL RECOMMENDATION OF THE INDEPENDENT CONSULTING FIRM. THE INDEPENDENT CONSULTING FIRM PROVIDES AN OPINION LETTER REGARDING THE REASONABLENESS OF THE CEO'S FINAL COMPENSATION AND BENEFITS PACKAGE. THE ACTIONS OF THE BOARD ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. Schedule J, Part I, Line 4a Severance or change-of-control payment LISTED PERSONS ARE EMPLOYEES OF EAST RIDGE RETIREMENT VILLAGE OR RELATED ORGANIZATIONS. EAST RIDGE RETIREMENT VILLAGE EMPLOYEES ARE NOT COVERED BY A FORMAL SEVERANCE POLICY; SEVERANCE IS HANDLED ON A CASE BY CASE BASIS. EMPLOYEES OF RELATED ORGANIZATIONS ARE COVERED BY A SEVERANCE POLICY WHICH INCLUDES MONTHLY PAYMENTS UP TO A MAXIMUM OF 12 - 36 MONTHS UNDER QUALIFYING CIRCUMSTANCES AND DEPENDING ON POSITION. THE FOLLOWING PERSONS RECEIVED SEVERANCE OR CHANGE-OF-CONTROL PAYMENTS DURING THE 2024 CALENDAR YEAR: LAWRENCE SCHREIBER - $6,100,560 STEVEN ZIEGLER - $1,326,177 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan LISTED PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE YEAR: LAWRENCE G SCHREIBER, PHILIP G BOWLING, STEVEN M ZIEGLER, AND RONALD E JENNETTE ARE EMPLOYEES OF SANTAFE HEALTHCARE, INC., A RELATED SUPPORTING ORGANIZATION. THEY PARTICIPATE IN TWO NONQUALIFIED DEFERRED COMPENSATION RETIREMENT PLANS SPONSORED BY SANTAFE HEALTHCARE, INC. FOR A CERTAIN GROUP OF EXECUTIVES. ONE PLAN RESTORES RETIREMENT BENEFITS EQUIVALENT TO QUALIFIED 401(K) BENEFITS ON INCOME EARNED IN EXCESS OF THE INTERNAL REVENUE SERVICE CODE SECTION 401(A)(17) RECOGNIZABLE PAY LIMITS (A DEFINED CONTRIBUTION RESTORATION PLAN). VESTING FOR THIS PLAN IS ACHIEVED AT AGE 55 AND 10 YEARS OF SERVICE OR AT AGE 65 AND 5 YEARS OF SERVICE. THE SECOND SUPPLEMENTAL DEFINED CONTRIBUTION PLAN PROVIDES ADDITIONAL RETIREMENT INCOME BASED ON A PERCENTAGE OF BASE SALARY AND VESTS AT THREE AND FIVE YEARS OF SERVICE. 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. THESE SENIOR EXECUTIVES ARE PAID DIRECTLY BY SANTAFE HEALTHCARE, INC., AND THEIR COMPENSATION AND BENEFITS ARE APPORTIONED AND CHARGED TO THE RESPECTIVE AFFILIATES BASED ON THE ESTIMATED AMOUNT OF TIME SPENT ON EACH AFFILIATE'S ACTIVITIES. A ALACUA COUNTY HEALTH FACILITIES AUTHORITY 592442398 010685JV8 2014-03-13 68950000 CONSTRUCT FACILITY false false false A 2255000 68129207 6284884 8640790 1874404 195031 51134098 2015 false false true true A false false false false false false 0 0 0.0 false false 0 false true A false false false true false false 0 false false false 0 false false true A true Schedule K, Part II, Line 3 THE AMOUNT REPORTED AS TOTAL PROCEEDS ON LINE 3 IS DIFFERENT THAN THE ISSUE PRICE REPORTED ON SCHEDULE K, PART I, LINE A, COLUMN E BECAUSE OF NET INVESTMENT GAINS INCURRED TO DATE. Schedule K, Part II, Line 4 THE AMOUNT ON LINE 4 CONSISTS OF $6,284,884 IN DEBT SERVICE RESERVE FUNDS. Schedule K, Part IV, Line 2c COLUMN A Issuer name: ALACUA COUNTY HEALTH FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 03/13/2019 Form 990, Part III, Line 4d Description of other program services (Expenses $ 902,738 including grants of $ 0)(Revenue $ 419,070) EAST RIDGE RETIREMENT VILLAGE PROVIDED RECREATIONAL, CULTURAL, AND HOBBY ACTIVITIES, INCLUDING TRANSPORTATION TO LOCAL EVENTS OF INTEREST. APPROXIMATELY 335 RESIDENTS PER DAY WERE PROVIDED SERVICES IN 2024. Form 990, Part VI, Line 15 PROCESS TO ESTABLISH COMPENSATION EAST RIDGE RETIREMENT VILLAGE, INC. HAS A PROCEDURE FOR MONITORING AND ENFORCING COMPLIANCE WITH ITS CORPORATE CONFLICT OF INTEREST POLICY (POLICY). EACH COVERED PERSON SHALL RECEIVE A COPY OF THE POLICY FOR REVIEW AND SUBMIT AN AFFIRMATION WHICH IS ATTACHED TO THE CODE OF ETHICAL BUSINESS CONDUCT. ADDITIONALLY, EACH COVERED PERSON ENGAGED IN MAKING OR INFLUENCING DECISIONS ON BEHALF OF SANTAFE HEALTHCARE, INC. OR ITS AFFILIATES SHALL COMPLETE A QUESTIONNAIRE CONCERNING CONFLICTS OF INTEREST ANNUALLY. THE PROCEDURE DETAILS THAT THE CORPORATE SECRETARY HAS RESPONSIBILITY FOR DELIVERY OF THE POLICY TO DIRECTORS AND OFFICERS AND RECEIPT OF THEIR AFFIRMATIONS AND QUESTIONNAIRES. THE HUMAN RESOURCES DEPARTMENT SHALL OBTAIN THE AFFIRMATION AND QUESTIONNAIRE FROM EVERY NEW EMPLOYEE AT ORIENTATION. THE HUMAN RESOURCES DEPARTMENT SHALL ALSO OBTAIN THE AFFIRMATION FROM ALL EMPLOYEES AND THE CONFLICT OF INTEREST QUESTIONNAIRE FROM APPLICABLE EMPLOYEES ANNUALLY. MEMBERS OF CORPORATE ADVISORY BOARDS SUBMIT THE AFFIRMATION AND QUESTIONNAIRE TO THE CHIEF COMPLIANCE OFFICER. LAWRENCE G SCHREIBER IS THE CHIEF EXECUTIVE OFFICER (CEO) OF EAST RIDGE RETIREMENT VILLAGE, INC. MR. SCHREIBER 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 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 BOARD OF DIRECTORS: THE BOARD OF DIRECTORS ESTABLISHES THE FINAL COMPENSATION AND BENEFIT PACKAGE FOR THE CEO TAKING INTO CONSIDERATION THE MARKET COMPETITIVENESS REVIEW AND FINAL RECOMMENDATION OF THE INDEPENDENT CONSULTING FIRM. THE INDEPENDENT CONSULTING FIRM PROVIDES AN OPINION LETTER REGARDING THE REASONABLENESS OF THE FINAL COMPENSATION AND BENEFITS PACKAGE. THE ACTIONS OF THE BOARD ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS REGULARLY RETAINS AN INDEPENDENT THIRD-PARTY CONSULTANT TO CONDUCT A MARKET COMPETITIVENESS REVIEW OF THE BOARD OF DIRECTORS' (INCLUDING OFFICER POSITIONS) COMPENSATION. THE COMPETITIVENESS ANALYSIS INCLUDES COMPARISONS TO BOTH NOT-FOR-PROFIT AND PUBLIC COMPANY (EXCLUDING EQUITY COMPONENT) DATA FOR COMPANIES WITHIN THE SAME OR SIMILAR INDUSTRY. ANY COMPENSATION CHANGES ARE APPROVED BY THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS BASED ON THE MARKET COMPETITIVENESS STUDY. Form 990, Part VI, Line 18 EAST RIDGE RETIREMENT VILLAGE, INC. APPLIED TO THE INTERNAL REVENUE SERVICE FOR RECOGNITION OF EXEMPTION (FORM 1023) BEFORE JULY 15, 1987. AS OF JULY 15, 1987, EAST RIDGE RETIREMENT VILLAGE, INC. DID NOT HAVE A COPY OF ITS EXEMPTION APPLICATION. THEREFORE, EAST RIDGE RETIREMENT VILLAGE, INC. DOES NOT MAKE THE EXEMPTION APPLICATION OR THE ASSOCIATED DOCUMENTS AVAILABLE TO THE PUBLIC. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body EAST RIDGE RETIREMENT VILLAGE, INC.'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, Line 7b Decisions requiring approval by members or stockholders 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, Line 11b Review of form 990 by governing body A COPY OF THE ORGANIZATION'S FORM 990, AS ULTIMATELY FILED WITH THE IRS, WAS PROVIDED TO EACH CURRENT MEMBER OF THE BOARD OF DIRECTORS BEFORE SUBMISSION TO THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy ANNUAL CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY INTERNAL STAFF TO ENSURE RECORDS ARE COMPLETE. AS PART OF THE CORPORATE CONTRACT REVIEW PROCESS, CONSIDERATION IS GIVEN TO ANY POTENTIAL CONFLICTS OF INTEREST INVOLVING OPERATIONAL OR FINANCIAL TRANSACTIONS. ALL EMPLOYEES ARE EXPECTED TO DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS. INITIAL REVIEW OF EMPLOYEE QUESTIONNAIRES WILL BE PERFORMED BY THE HUMAN RESOURCES DEPARTMENT AND AFFILIATE COMPLIANCE OFFICER, WITH REVIEW OF ANY DISCLOSURES BY THE CHIEF COMPLIANCE OFFICER WHO WILL EVALUATE, MAKE NECESSARY INQUIRIES, AND INVESTIGATE ALTERNATIVES. BOARD MEMBERS SHALL DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS TO THE CHAIRPERSON OF THE SANTAFE HEALTHCARE, INC. BOARD, AND THE CHAIRPERSON OR CHIEF COMPLIANCE OFFICER SHALL EVALUATE CONFLICT DISCLOSURES AND, IF APPROPRIATE, INVESTIGATE ALTERNATIVES AND REPORT TO DISINTERESTED BOARD MEMBERS FOR RESOLUTION. THE MINUTES OF THE BOARD OR ANY COMMITTEE MEETING AT WHICH A POTENTIAL OR ACTUAL CONFLICT OF INTEREST IS DISCLOSED OR DISCUSSED SHALL REFLECT THE NAME OF THE INTERESTED PARTY, THE NATURE OF THE CONFLICT, THE DELIBERATIONS AND THE RESOLUTION OF THE CONFLICT. IF IT IS DETERMINED THAT A COVERED PERSON HAS FAILED TO COMPLY WITH THE POLICY, THE CHIEF COMPLIANCE OFFICER OR THE CHAIRPERSON SHALL TAKE APPROPRIATE ACTION, WHICH MAY INCLUDE REMOVAL FROM OFFICE OR TERMINATION OF EMPLOYMENT. Form 990, Part VI, Line 19 Required documents available to the public EAST RIDGE RETIREMENT VILLAGE, INC.'S PROCEDURE FOR MAKING VARIOUS DOCUMENTS AVAILABLE TO THE PUBLIC IS AS FOLLOWS: THE ARTICLES OF INCORPORATION CAN BE ACCESSED DIRECTLY THROUGH THE FLORIDA DEPARTMENT OF STATE, DIVISION OF CORPORATIONS WEBSITE AT WWW.SUNBIZ.ORG. THE CONFLICT OF INTEREST POLICY CAN BE OBTAINED DIRECTLY FROM THE ORGANIZATION UPON WRITTEN REQUEST. EAST RIDGE RETIREMENT VILLAGE, INC. DID NOT OTHERWISE MAKE ITS GOVERNING DOCUMENTS, INCLUDING BYLAWS, AVAILABLE TO THE PUBLIC. DURING THE TAX YEAR, EAST RIDGE RETIREMENT VILLAGE, INC. MADE ITS FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED BY SECTION 641.091(2), FLORIDA STATUTES. Form 990, Part VII, Section A, Line 1a COMPENSATION PAID BY RELATED ORGANIZATION CERTAIN SENIOR EXECUTIVES ARE ACCOUNTABLE FOR AND PERFORM SERVICES FOR SANTAFE HEALTHCARE, INC. AND EACH OF ITS AFFILIATES. SANTAFE HEALTHCARE, INC. AND AFFILIATES REPRESENT A DIVERSIFIED FAMILY OF NOT-FOR-PROFIT ORGANIZATIONS. THESE SENIOR EXECUTIVES ARE PAID DIRECTLY BY SANTAFE HEALTHCARE, INC., AND THEIR COMPENSATION AND BENEFITS ARE APPORTIONED AND CHARGED TO THE RESPECTIVE AFFILIATES BASED ON THE ESTIMATED AMOUNT OF TIME SPENT ON EACH AFFILIATE'S ACTIVITIES. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN BENEFICIAL INTEREST IN NET ASSESTS OF SFSLF - 10612; EQUITY TRANSFER FROM AFFILIATE - 22917; Total - 33529; Form 990, Part XII, Line 2c Change of oversight process or selection process AUDIT COMMITTEE OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT: THE COMPANY'S AUDIT COMMITTEE HAS NOT CHANGED ITS PROCESS FOR SELECTION OF THE INDEPENDENT ACCOUNTANT OR ITS PROCESS FOR MANAGING THE AUDIT. SANTAFE HEALTHCARE INC PO BOX 749 GAINESVILLE FL 326270749 592317607 MANAGEMENT AND FINANCIAL SUPPORT FOR NOT-FOR-PROFIT AFFILIATES FL 501(c)(3) Type II NA false NORTH CENTRAL FLORIDA HOSPICE INC PO BOX 749 GAINESVILLE FL 326270749 592490893 HOSPICE CARE FL 501(c)(3) 10 SANTAFE HEALTHCARE INC false SANTAFE SENIOR LIVING INC PO BOX 749 GAINESVILLE FL 326270749 203700526 MANAGEMENT AND FINANCIAL SUPPORT FOR NOT-FOR-PROFIT AFFILIATES FL 501(c)(3) Type II SANTAFE HEALTHCARE INC false BVG ACQUISITION INC PO BOX 749 GAINESVILLE FL 326270749 203701186 RETIREMENT COMMUNITY FL 501(c)(3) 10 SANTAFE HEALTHCARE INC false NORTH FLORIDA RETIREMENT VILLAGE INC PO BOX 749 GAINESVILLE FL 326270749 591912330 RETIREMENT COMMUNITY FL 501(c)(3) 10 SANTAFE HEALTHCARE INC false SANTAFE SENIOR LIVING FOUNDATION INC PO BOX 749 GAINESVILLE FL 326270749 264464727 CHARITABLE & EDUCATIONAL PURPOSES FL 501(c)(3) 7 SANTAFE HEALTHCARE INC false HFK CARE CORPORATION PO BOX 749 GAINESVILLE FL 326270749 592386289 HOSPICE CARE & HOME HEALTH CARE FL 501(c)(3) 7 SANTAFE HEALTHCARE INC false SF HOLDING CORP INC PO BOX 749 GAINESVILLE FL 326270749 592903901 HOLDING COMPANY FL NA C Corporation false CHARITABLE REMAINDER UNITRUST CHARITABLE REMAINDER UNITRUST FL NA Trust false false false true false true false false false false false false true true false true true false false true