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CHAPTERS HEALTH SYSTEM INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CHAPTERS HEALTH SYSTEM INC (EIN 59-2264957)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202523219349311002
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T12:18:34+00:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1401 East Las Olas Blvd Suite 1100AddressLine1Txt
CityFort LauderdaleCityNm
State AbbreviationFLStateAbbreviationCd
ZIP333014230ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN592264957EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Chapters Health System IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHAPBusinessNameControlTxt
Phone8138718111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112470 Telecom Drive Suite 301AddressLine1Txt
CityTemple TerraceCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33637ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTodd WebbPersonNm
Person TitleCFOPersonTitleTxt
Phone8138718111PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRITTNEY KOCAJPreparerPersonNm
PTINP01320603PTIN
Phone9542028600PhoneNum
Preparation2025-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDREW MOLOSKYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line112470 Telecom Drive Suite 301AddressLine1Txt
CityTemple TerraceCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33637ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$214,229,852GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresschaptershealth.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1982FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionProvides support and care for people in our community with or affected by advanced illnesses by offering a wide variety of compassionate healthcare choices through its Affiliates.ActivityOrMissionDesc
Voting Members Governing Body24VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee886TotalEmployeeCnt
Total Volunteers22TotalVolunteersCnt
Total Gross UBI$16,462TotalGrossUBIAmt
PY Contributions Grants$71,731PYContributionsGrantsAmt
CY Contributions Grants$1,074,868CYContributionsGrantsAmt
PY Program Service Revenue$101,194,619PYProgramServiceRevenueAmt
CY Program Service Revenue$132,524,444CYProgramServiceRevenueAmt
PY Investment Income$3,834,099PYInvestmentIncomeAmt
CY Investment Income$11,830,123CYInvestmentIncomeAmt
PY Other Revenue$60,000PYOtherRevenueAmt
CY Other Revenue$32,090CYOtherRevenueAmt
PY Total Revenue$105,160,449PYTotalRevenueAmt
CY Total Revenue$145,461,525CYTotalRevenueAmt
PY Grants And Similar Paid$71,731PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$30,023CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$60,278,838PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$79,517,416CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$41,066,026PYOtherExpensesAmt
CY Other Expenses$58,173,387CYOtherExpensesAmt
PY Total Expenses$101,416,595PYTotalExpensesAmt
CY Total Expenses$137,720,826CYTotalExpensesAmt
PY Revenues Less Expenses$3,743,854PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,740,699CYRevenuesLessExpensesAmt
Total Assets BOY$209,994,035TotalAssetsBOYAmt
Total Assets EOY$254,389,388TotalAssetsEOYAmt
Total Liabilities BOY$62,123,927TotalLiabilitiesBOYAmt
Total Liabilities EOY$68,375,972TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$147,870,108NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$186,013,416NetAssetsOrFundBalancesEOYAmt
MissionChapters Health System, Inc. (CHS), through its affiliates, provides support and care for people in our community with or affected by advanced illnesses by offering a wide variety of compassionate healthcare choices. CHS also works to promote an understanding of the needs of persons with serious or life-limiting illnesses as well as the needs of its families and caregivers. CHS provides significant management duties, including without limitation, financial and accounting services, human resources, legal services, marketing services and information technology services, to its subsidiaries and wholly owned LLC's via a written management agreement.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$106,742,364ExpenseAmt
Grant$30,023GrantAmt
Revenue$132,528,559RevenueAmt
DescA. Chapters Health System, Inc. provides hospice care and services to patients and families through its hospice affiliates - LifePath Hospice, Inc., Good Shepherd Hospice, Inc., Hernando-Pasco Hospice, Inc., Hospice of Okeechobee, Inc., Cornerstone Hospice and Palliative Care Inc., Capital Hospice dba Capital Caring, and Hope Hospice and Community Service, Inc. All are not-for-profit hospice programs certified by the Federal Medicare Program and provide a wide range of palliative and supportive care services to help terminally ill patients, their families, and their loved ones. In addition, Chapters Health System is the sole member and operates three additional LLC's - Chapters Health Palliative Care, LLC; Chapters Health Pharmacy, LLC, and Chapters Health Staffing, LLC. Chapters Health System provides significant management duties, including without limitation, financial and accounting services, human resources, legal and marketing services, information technology services, to its subsidiaries and wholly owned LLC's via a written Management Agreement. The amount of these services is reflected in the statement of revenue as Shared Services Revenue and Management Fee Income.Desc
Total Program Service Expenses$106,742,364TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document921IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee886EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members24GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Todd WebbBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8138718111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112470 Telecom Drive Suite 301AddressLine1Txt
CityTemple TerraceCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33637ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Andrew Molosky
PRESIDENT/CEO/VICE CHAIR22.026.0Yes (X)Yes (X)$1,594,079$0$663,374
Jerry Eugene Fogarty
Secretary2.00Yes (X)Yes (X)$0$0$0
Randall Woodruff
CHAIR2.05.5Yes (X)Yes (X)$0$23,459$0
Wendy Terry
Treasurer2.02.0Yes (X)Yes (X)$0$0$0
William Becker Jr
Immediate Past Chair2.02.0Yes (X)Yes (X)$0$23,459$0
BILL NOVELLI
BOARD MEMBER2.08.0Yes (X)$0$0$0
Charles Idelson
BOARD MEMBER2.04.0Yes (X)$0$0$0
CLIFFORD RHOADES
BOARD MEMBER2.02.0Yes (X)$0$0$0
Dr Michael Howell
BOARD MEMBER2.02.0Yes (X)$0$0$0
Dr Stephen Autry
BOARD MEMBER2.02.0Yes (X)$0$0$0
Dr Tige Buchanan
BOARD MEMBER2.02.0Yes (X)$0$0$0
Heath Nailos
BOARD MEMBER2.04.0Yes (X)$0$0$0
James Joiner
BOARD MEMBER2.02.0Yes (X)$0$0$0
James Novell
BOARD MEMBER2.00Yes (X)$0$0$0
Mary Beth Reardon
BOARD MEMBER2.00Yes (X)$0$0$0
Peggy Rodebush
BOARD MEMBER2.01.5Yes (X)$0$0$0
Philip D Wegman
BOARD MEMBER2.00Yes (X)$0$0$0
Phillip Walker
BOARD MEMBER2.00Yes (X)$0$0$0
Robert Adrid
BOARD MEMBER2.00Yes (X)$0$0$0
SANDY STILWELL
BOARD MEMBER2.00Yes (X)$0$0$0
Scott Gerken
BOARD MEMBER2.04.0Yes (X)$0$0$0
Tom Koutsoumpas
Former PRESIDENT & CEO of Capital Caring / BOARD MEMBER2.08.0Yes (X)$0$585,000$0
Valerie Goddard
BOARD MEMBER2.02.0Yes (X)$0$0$0
William Haley
BOARD MEMBER2.00Yes (X)$0$0$0
MICHAEL SHAPIRO
Chief Medical Officer - Hospice (Through 3/2024)2.048.0Yes (X)$13,688$386,746$46,948
Nicole Romence
Chief People Officer24.024.0Yes (X)$427,298$0$159,229
Paola Delp
Chief Business Development Officer24.024.0Yes (X)$707,432$0$21,141
RHONDA G WHITE
Chief Operating Officer24.024.0Yes (X)$509,984$0$203,486
Sheri Anne Strobel Amateau
Chief Information Officer24.024.0Yes (X)$454,183$0$70,395
Tara Friedman
Chief Medical Officer24.024.0Yes (X)$652,983$0$106,634
TODD A WEBB
CHIEF FINANCIAL OFFICER20.028.0Yes (X)$484,344$0$179,971
Valerie Zolman
Chief Compliance Officer22.026.0Yes (X)$281,000$0$82,539
Jason D'Auria
Senior Vice President, Operations40.00.0$298,405$0$79,154Yes (X)
Jill Fitzpatrick
Vice President, Finance40.00$293,904$0$44,407Yes (X)
Jill Lampley
VP of Finance Integration40.00.0$292,277$0$37,138Yes (X)
Marwa El-Menshawi
Vice President, Clinical Transformation10.030.0$86,527$267,745$25,438Yes (X)
STEWART Wayne STEIN MD
Vice President, Medical Services40.00$423,048$0$55,921Yes (X)
CHARLES O LEE
Former Chief Administrative Officer0.00.0$520,000$0$0Yes (X)
David J O'Neil
Former CHIEF FINANCIAL OFFICER0.00.0$181,942$0$9,337Yes (X)
Ronald S Schonwetter MD
Former Chief Medical Officer0.00.0$290,512$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,511,606TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,286,409TotReportableCompRltdOrgAmt
Total Other Compensation$1,785,112TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K151IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AYA HEALTHCARE INC
5930 Cornerstone Ct West Suite 30San DiegoCA92121Services - Patient$3,153,160
BUCHANAN INGERSOLL & ROONEY PC
501 Grant Street Suite 200PittsburghPA15219Services - Legal$2,522,141
LAKELAND REGIONAL MEDICAL CENTER INC
1324 Lakeland Hills BlvdLakelandFL338055448Services - Patient$1,436,424
FLORIDA MEDICAL TRANSPORT
1030 Spring Villas Pt 1000Winter SpringFL32708Services - Transportation$1,283,505
THE VILLAGES REGIONAL HOSPITAL
PO Box 732816DallasTX75373Services - Patient$1,250,746
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K235CntrctRcvdGreaterThan100KCnt
Related Organizations$1,074,868RelatedOrganizationsAmt
Total Contributions$1,074,868TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SHARED SERVICES AGREEMENT561000$106,648,105$106,648,105
PHARMACY446110$5,680,929$5,680,929
RENTAL INCOME FROM AFFILIATES532000$4,595,559$4,595,559
MEDICAL STAFFING SERVICES900099$15,182,088$15,182,088
PALLIATIVE CARE621610$412,988$412,988

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,775TotalRevenueColumnAmt
Related Or Exempt Func Income$4,775RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$132,524,444TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,972,746TotalRevenueColumnAmt
Exclusion$3,972,746ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$70,681,354SecuritiesAmt
Other$5,944,351OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$67,177,759SecuritiesAmt
Other$1,590,568OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,503,595SecuritiesAmt
Other$4,353,783OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,857,377TotalRevenueColumnAmt
Exclusion$7,857,377ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Other Income900099$11,513$11,513
MSA Revenue541610$20,577$4,115$16,462

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$32,090OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$145,461,525TotalRevenueColumnAmt
Related Or Exempt Func Income$132,528,559RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$16,462UnrelatedBusinessRevenueAmt
Exclusion$11,841,636ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$30,023TotalAmt
Program Services$30,023ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$7,045,453TotalAmt
Program Services$996,738ProgramServicesAmt
Management And General$6,048,715ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$911,983TotalAmt
Program Services$200,705ProgramServicesAmt
Management And General$711,278ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$56,389,384TotalAmt
Program Services$56,389,384ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,119,767TotalAmt
Program Services$5,119,767ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,796,912TotalAmt
Program Services$5,796,912ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,253,917TotalAmt
Program Services$4,253,917ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,466,966TotalAmt
Management And General$3,466,966ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$529,912TotalAmt
Management And General$529,912ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$232,679TotalAmt
Management And General$232,679ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$257,492TotalAmt
Program Services$257,492ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,714,410TotalAmt
Program Services$1,477,681ProgramServicesAmt
Management And General$2,236,729ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$731,813TotalAmt
Program Services$731,813ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,508,849TotalAmt
Program Services$6,508,849ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$10,309,839TotalAmt
Program Services$10,309,839ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,904,818TotalAmt
Program Services$5,904,818ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,346,602TotalAmt
Program Services$1,346,602ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$258,168TotalAmt
Program Services$258,168ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,378,746TotalAmt
Management And General$1,378,746ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$12,336,399TotalAmt
Management And General$12,336,399ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,037,038TotalAmt
Management And General$4,037,038ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
Drugs$2,044,400$2,044,400
Contract Cleaning$1,021,661$1,021,661
Pre-employment expense$976,896$976,896
Cultivation$764,009$764,009

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,352,690TotalAmt
Program Services$2,352,690ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$137,720,826TotalAmt
Program Services$106,742,364ProgramServicesAmt
Management And General$30,978,462ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$10,250BOYAmt
EOY$10,250EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$8,500,565BOYAmt
EOY$20,559,916EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,839,632BOYAmt
EOY$163,199EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$3,000,000BOYAmt
EOY$4,140,000EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$176,210BOYAmt
EOY$78,997EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,763,406BOYAmt
EOY$5,453,495EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$183,632,802LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$93,137,471LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$49,260,213BOYAmt
EOY$90,495,331EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$84,944,211BOYAmt
EOY$76,723,455EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$16,605,428BOYAmt
EOY$16,397,333EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$40,894,120BOYAmt
EOY$40,367,412EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$209,994,035BOYAmt
EOY$254,389,388EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$13,684,500BOYAmt
EOY$20,920,325EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$767,336BOYAmt
EOY$630,647EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,161,385BOYAmt
EOY$8,054,425EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$20,411,437BOYAmt
EOY$19,398,060EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,099,269BOYAmt
EOY$19,372,515EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$62,123,927BOYAmt
EOY$68,375,972EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$147,870,108BOYAmt
EOY$186,013,416EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$147,870,108BOYAmt
EOY$186,013,416EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$209,994,035BOYAmt
EOY$254,389,388EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$7,740,699ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,398,844NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$26,003,765OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
Supported Organizations11SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (11 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
LIFEPATH HOSPICE INC
2052768709Yes (true)$0$22,783,673
GOOD SHEPHERD HOSPICE INC
2052769239Yes (true)$0$10,711,193
HERNANDO PASCO HOSPICE INC
5922179299Yes (true)$0$14,494,358
HOSPICE OF OKEECHOBEE Inc
5928313977Yes (true)$0$1,485,001
Cornerstone Health Services Inc
6117987629false$0$0
Cornerstone Hospice and Palliative Care Inc
5923301149Yes (true)$0$27,778,271
Capital Hospice dba Capital Caring
5419207709false$0$13,032,835
Capital Caring Health
8437733729false$0$0
Capital Caring Advanced Illness Inc
8437876569false$0$0
Capital Caring Stay at Home Services Inc
8437970857false$0$0
Hope Hospice and Community Services Inc
5921286977false$0$18,899,965
FieldValueIRS element (for citing)
Supported Organizations Total11SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$109,185,296OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocfalseListedByNameGoverningDocInd
Suprt Org No IRS DeterminationYes (true)SuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgYes (true)OrganizationChangeSuprtOrgInd
Supported Org Class DesignatedYes (true)SupportedOrgClassDesignatedInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported OrgfalseMajorityDirTrstSupportedOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part I, Line 12g AMOUNT OF SUPPORTChapters Health System, Inc. provides support services to its subsidiaries and its supported organizations in the form of information technology, human resources, legal, fund raising, compliance, finance, management oversight and healthcare personnel.
Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By NameThe supporting organization, Chapters Health System, Inc. (CHS), is organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the tax-exempt purposes and missions of the supported organizations. Of the eleven supported organizations, LifePath Hospice, Inc. (LPH), Good Shepherd Hospice, Inc. (GSH), Hernando Pasco Hospice, Inc. (HPH), and Hospice of Okeechobee, Inc. (HOK) are mentioned explicitly in the Articles of Incorporation of CHS, while Cornerstone Health Services, Inc. Cornerstone Hospice and Palliative Care, Inc., Capital Hospice dba Capital Caring, Capital Caring Health, Capital Caring Advanced Illness, Inc, Capital Caring Stay at Home Services, Inc, and Hope Hospice and Community Services, Inc. are included by class or purpose, as organizations within the health system that are described in section 501(c)(3) and classified as public charities, with director representation on the board of CHS.
Schedule A, Part IV, Section A, Line 2 Supported Org. Without IRS Status 509(a)1 or (2)CHS supports Capital Hospice dba Capital Caring (CAP) (A 509(A)(2) organization), Capital Caring Advanced Illness, Inc. (CCAI) (A 509(A)(2) organization), Capital Caring Stay at Home Services, Inc. (CCSH) (A 509(A)(1) organization) both directly and through Capital Caring Health (CCH), a supporting organization of each of the Capital entities.
Schedule A, Part IV, Section A, Line 5a Added, Substituted, or Removed Sup. Org.Chapters Health Home Connect (CHHC), EIN 27-5158323, ceased operations in 2022 and was dissolved in 2024. As a result, CHHC was removed as a supported organization of CHS in 2024.
Schedule A, Part IV, Section C, Line 1 Majority director detailThe articles of incorporation of Chapters Health System, Inc. (CHS) identify that the organization is organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the tax-exempt purposes and missions of the supported organizations. As a supporting organization, Chapters is supervised and controlled in connection with the supported organizations, and therefore is designated a Type II supporting organization. Chapters meets this classification because the management of Chapters is vested in the same persons that control and manage the supported organizations. The bylaws of each of the supported organizations require that its board of directors shall include Chapters' chief executive officer (who is a voting member of the chapters board of directors) and Chapters' chief financial officer, each of whom shall serve on the board of directors of each supported organization by virtue of and concurrent with their terms of service as officers of chapters. Ex officio, non-voting members of each supported organization include Chapters' Chief operating officer, Chief business development officer, Chief medical officer, Chief people officer, Chief compliance officer, and Chief information officer. At all times, at least one member of the board of directors of Chapters also serves as a voting member of the board of directors of each supported organization. The fact that the management of Chapters is vested in the same persons that control and manage the supported organizations allows Chapters and its supported organizations to function collectively as a health system. Chapters provides management and administrative support to the supported organizations and various clinical services that further the supported organizations' tax-exempt purpose of providing hospice and home health services to the community. The fact that the core leadership team of each of the supported organizations is also Chapters core leadership team assures that Chapters is responsive to the needs and demands of the supported organizations and that Chapters constitutes an integral part of and maintains a significant involvement in the operations of the supported organizations.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$232,679DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$6,221OtherActivitiesAmt
Total Lobbying Expenditures$238,900TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationA lobbyist was hired to represent the organization before the Florida Legislature and the Executive Branch of Florida Government, including the Department of Elder Affairs and the Agency of Health Care Administration, and to provide guidance regarding interaction with legislation and agency staff on matters pertaining to specific issue advocacy, legislative and regulatory developments of concern. In addition, Dues Paid to Florida Hospice & Palliative Care Association (FHPCA) include lobbying expenses.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,493,114BeginningYearBalanceAmt
Investment Earnings Or Losses$61,436InvestmentEarningsOrLossesAmt
End Year Balance$3,554,550EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,011,599BeginningYearBalanceAmt
Investment Earnings Or Losses$2,481,515InvestmentEarningsOrLossesAmt
End Year Balance$3,493,114EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$997,414BeginningYearBalanceAmt
Investment Earnings Or Losses$14,185InvestmentEarningsOrLossesAmt
End Year Balance$1,011,599EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$976,957BeginningYearBalanceAmt
Investment Earnings Or Losses$20,457InvestmentEarningsOrLossesAmt
End Year Balance$997,414EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$953,607BeginningYearBalanceAmt
Investment Earnings Or Losses$23,350InvestmentEarningsOrLossesAmt
End Year Balance$976,957EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1.0PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$17,819,322OtherCostOrOtherBasisAmt
Book Value$17,819,322BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$99,459,125OtherCostOrOtherBasisAmt
Depreciation$42,186,275DepreciationAmt
Book Value$57,272,850BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,209,943OtherCostOrOtherBasisAmt
Depreciation$6,579,049DepreciationAmt
Book Value$1,630,894BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$50,562,531OtherCostOrOtherBasisAmt
Depreciation$40,860,817DepreciationAmt
Book Value$9,701,714BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,581,881OtherCostOrOtherBasisAmt
Depreciation$3,511,330DepreciationAmt
Book Value$4,070,551BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$90,495,331TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDescBook ValueBookValueAmt
Deferred Serp$5,265,428
Investment in Related Party$18,168,025
Deposits$2,087,391
Accrued interest receivable$63,665
Right of Use Asset$12,835,153
Amounts due from related parties, net$1,412,539
SWAP Asset$535,211
FieldValueIRS element (for citing)
Total Book Value Other Assets$40,367,412TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
Federal Income Taxes
DEFERRED SERP LIABILITIES$5,265,428
LEASE INCENTIVE OBLIGATION
CAPITAL LEASE OBLIGATION$727,210
UNCLAIMED PROPERTY$3,553
SWAP LIABILITY
Right of use liabilities$13,376,324
FieldValueIRS element (for citing)
Total Liability$19,372,515TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$0RevenueSubtotalAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$0TotalRevenuePerForm990Amt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$0ExpensesSubtotalAmt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$0TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsThe Building Endowment fund provides funds for the necessary maintenance and facility up-keep of all Chapters Health Systems, Inc. (CHS) facilities; the Children's Endowment fund provides funds for specific equipment and staffing to meet the needs of pediatric patients, grieving children and families; The Medical Student endowment provides funds to the Medical Student Program that educates future physicians on the importance of end-of-life care. These endowments are held by Chapters Health Foundation, Inc. (CHF), a related organization, and the programs and facilities of CHF support CHS and its affiliates. Capital Caring Endowment Funds are held until they reach five million dollars at which time, with the board of trustees approval, eighty percent of any earnings can be used to fund operations and the remaining 20 percent would be added to the fund.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteChapters and the affiliate organizations, except for the CareNu entities, are exempt from income taxes on income from related activities under Section 501(c)(3) of the U.S. Internal Revenue Code and corresponding state tax law. Accordingly, no provision has been made for federal or state income taxes. A tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely to be realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. The applicable Forms 990 have not been subject to examination by the Internal Revenue Service or the state of Florida for the last three years. CHS does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. CHS recognizes interest and/or penalties related to income tax matters in income tax expense. CHS did not have any amounts accrued for interest and penalties at December 31, 2024 and 2023.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeEmergency Employee FundsGrantTypeTxt
Recipient17RecipientCnt
Cash Grant$30,023CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationEmergency Employee Funds are paid to eligible employees through payroll.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Andrew Molosky
PRESIDENT/CEO/VICE CHAIR$866,779$0$550,629$0$176,671$0$618,259$0$45,115$0$2,257,453$0$713,591$0
Tom Koutsoumpas
Former PRESIDENT & CEO of Capital Caring / BOARD MEMBER$0$0$0$0$0$585,000$0$0$0$0$0$585,000$0$0
CHARLES O LEE
Former Chief Administrative Officer$0$0$0$0$520,000$0$0$0$0$0$520,000$0$0$0
David J O'Neil
Former CHIEF FINANCIAL OFFICER$67,908$0$54,600$0$59,434$0$2,100$0$7,237$0$191,279$0$112,836$0
Ronald S Schonwetter MD
Former Chief Medical Officer$0$0$0$0$290,512$0$0$0$0$0$290,512$0$290,512$0
Paola Delp
Chief Business Development Officer$515,817$0$123,857$0$67,758$0$6,680$0$14,461$0$728,573$0$179,081$0
Tara Friedman
Chief Medical Officer$529,856$0$110,725$0$12,402$0$103,370$0$3,264$0$759,617$0$110,725$0
RHONDA G WHITE
Chief Operating Officer$409,134$0$92,000$0$8,850$0$183,397$0$20,089$0$713,470$0$92,000$0
TODD A WEBB
CHIEF FINANCIAL OFFICER$408,773$0$66,924$0$8,647$0$133,667$0$46,304$0$664,315$0$66,924$0
Sheri Anne Strobel Amateau
Chief Information Officer$333,335$0$70,125$0$50,723$0$66,459$0$3,936$0$524,578$0$110,002$0
Nicole Romence
Chief People Officer$348,581$0$68,198$0$10,519$0$124,362$0$34,867$0$586,527$0$68,198$0
MICHAEL SHAPIRO
Chief Medical Officer - Hospice (Through 3/2024)$13,640$341,019$0$44,280$48$1,447$0$0$1,605$45,343$15,293$432,089$0$44,280
Valerie Zolman
Chief Compliance Officer$231,982$0$40,365$0$8,653$0$49,615$0$32,924$0$363,539$0$40,365$0
Jason D'Auria
Senior Vice President, Operations$270,035$0$27,830$0$540$0$52,339$0$26,815$0$377,559$0$27,500$0
Marwa El-Menshawi
Vice President, Clinical Transformation$86,252$211,154$0$55,972$275$619$5,617$17,383$595$1,843$92,739$286,971$0$40,972
Jill Lampley
VP of Finance Integration$280,484$0$7,107$0$4,686$0$20,992$0$16,146$0$329,415$0$0$0
STEWART Wayne STEIN MD
Vice President, Medical Services$336,567$0$50,038$0$36,443$0$36,706$0$19,215$0$478,969$0$50,038$0
Jill Fitzpatrick
Vice President, Finance$245,243$0$30,987$0$17,674$0$25,901$0$18,506$0$338,311$0$30,987$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 4a Severance or change-of-control paymentDuring the Year, Chapters Health System, Inc. paid severance to: C.Lee $520,000 During the Year, Capital Hospice paid severance to: J.Koutsoumpas $585,000
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planChapters Health System, Inc. has a supplemental executive retirement plan (SERP) in which some of the interested persons participate. During the year, the following payments were made by Chapters Health System, Inc. into the SERP plans of the participants: A.Molosky $357,909 T.Friedman $96,087 R.White $76,107 N.Romence $64,011 S.Strobel $60,675 T. Webb $73,316 V.Zolman $42,167

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1City of Temple Terrace FloridaBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN596000439BondIssuerEIN
Bond Issued2017-03-23BondIssuedDt
Issue Price$19,365,900IssuePriceAmt
PurposeTO REFUND THE OUTSTANDING BALANCES OF THE SERIES 2003, SERIES 2004, AND SERIES 2010 BONDS.PurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$10,932,000RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$19,365,900TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$0IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$0CapitalExpendituresAmt
Other Spent Proceeds$19,365,900OtherSpentProceedsAmt
Unspent$0UnspentAmt
Substantial Completion2017SubstantialCompletionYr
Refunding Tax Exempt BondsYes (true)RefundingTaxExemptBondsInd
Refunding Taxable BondsfalseRefundingTaxableBondsInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Engage Bond Counsel ContractsfalseEngageBondCounselContractsInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Engage Bond Counsel ResearchfalseEngageBondCounselResearchInd
Private Bus Use By Others0.0PrivateBusUseByOthersPct
Private Bus Concerning UBI0.0PrivateBusConcerningUBIPct
Total Private Business Use0.0TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropPct
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetfalseRebateNotDueYetInd
Exception To RebatefalseExceptionToRebateInd
No Rebate DueYes (true)NoRebateDueInd
Variable Rate IssueYes (true)VariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd
Term Of Hedge0.0TermOfHedgePct
Superintegrated HedgefalseSuperintegratedHedgeInd
Hedge TerminatedfalseHedgeTerminatedInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd
Term Of GIC0TermOfGICPct
Regulatory Safe Harbor StsfdfalseRegulatorySafeHarborStsfdInd
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part V Different Procedures to Undertake Corrective ActionIssuer name: City of Temple Terrace, Florida n/a
Schedule K, Part IV, Line 2c COLUMN AIssuer name: City of Temple Terrace, Florida The calculation for computing no rebate due was performed on 03/23/2022

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
JOHN C O'NEIL
FAMILY MEMBER OF FORMER CFO$94,879COMPENSATION FOR SERVICES AS AN EMPLOYEEfalse
Philip Wegman
BOARD MEMBER$105,826ARCHITECTURE FIRM PROVIDING SERVICES FOR THE RENOVATION OF THE NEW PORT RICHEY RESOURCE CENTERfalse

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4a PROGRAM SERVICE ACCOMPLISHMENTS(Continued from Part III) B. LifePath Hospice, Inc. is a Medicare-certified agency that provides end-of-life care in Hillsborough County, Florida. During the year, Lifepath Hospice served 6,417 patients in its communities and maintains 61.7% market share in the counties it serves. The company has 142 trained volunteers whose donated time is valued at $607,964. Lifepath provided $2.047M in charity care. C. Good Shepherd Hospice, Inc. is a Medicare-certified agency that provides end-of-life care in Polk, Highlands, Monroe, and Hardee counties in Florida. During the year, Good Shepherd Hospice served 4,848 patients in its communities and maintains 29.0% market share in the counties it serves. The company has 94 trained volunteers whose donated time is valued at $510,662. Good Shepherd Hospice provided $1.363M in charity care. D. Hernando-Pasco Hospice, Inc. is a Medicare-certified agency that provides end-of-life care in Hernando, Pasco, Citrus, Alachua, and Pinellas counties in Florida. During the year, Hernando-Pasco Hospice served 4,850 patients in its communities and maintains 56.4% market share in the counties it serves. The company has 107 trained volunteers whose donated time is valued at $307,084. Hernando-Pasco Hospice provided $971.6K in charity care. E. Hospice of Okeechobee, Inc. is a Medicare-certified agency that provides end-of-life care in Okeechobee, Martin, and St. Lucie counties in Florida. During the year, Hospice of Okeechobee served 320 patients in its communities and maintains 5.1% market share in the counties it serves. The company has 20 trained volunteers whose donated time is valued at $12,463. Hospice of Okeechobee provided $153.3K in charity care. F. Cornerstone Hospice & Palliative Care, Inc. is a Medicare-certified agency that provides end-of-life care in Marion, Lake, Sumter, Orange, and Osceola counties in Florida and some counties in Northern Georgia. During the year, Cornerstone Hospice served 8,139 patients in its communities and maintains 33.4% market share in the counties it serves. The company has 300 trained volunteers whose donated time is valued at $848,884. Cornerstone Hospice provided $3.304M in charity care. G. Capital Hospice dba Capital Caring is a Medicare-certified agency that provides end-of-life care in Virginia, Maryland, and Washington DC. During the year, Capital Caring Hospice served 6,680 patients in its communities and maintains 36.7% market share in the counties it serves. The company has 341 trained volunteers whose donated time is valued at $593,683. Capital Caring Hospice provided $773K in charity care. H. Hope Hospice and Community Services, Inc. is a Medicare-certified agency that provides end-of-life care in Lee, Collier, Charlotte, Glades, and Hendry counties in Florida. During the year, Hope Hospice served 5,702 patients in its communities and maintains 74.6% market share in the counties it serves. The company has 127 trained volunteers whose donated time is valued at $297,557. Hope Hospice provided $158.8K in charity care. I. Chapters Health Palliative Care, LLC provides pain and palliative care consults in hospitals and other facilities in the service area. During the year, the program provided 14,217 patient visits, which included 3,520 new palliative care consults. J. Chapters Health Pharmacy, LLC is a not-for-profit subsidiary that provides medications for the hospice affiliates. Chapters Health Pharmacy improved staff efficiency with electronic medication orders, filling 99,080 prescriptions during the year. K. Chapters Health Staffing, LLC. operates a licensed health care services pool. This company provides temporary staffing of healthcare personnel to other Chapters Health System subsidiaries and enables Chapters Health System to centralize the management of clinical staff whose duties cross between multiple subsidiaries. Chapters Health Staffing staff includes physicians, nurses, respiratory therapists and managers for the oncology program, medical staff and infusion services. L. Chapters Health Foundation is the fundraising entity of Chapters Health System. Through community events and fundraising activities, the Foundation raises funds to support the unfunded programs of the Affiliates which include charity care, community grief support and medical student education. During the year, a total of 7,203 donors contributed $5.918M to the Chapters Heath Foundation through capital campaigns, memorials, realized planned gifts, special events and other gifts.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesThe compensation of all other officers and key employees is determined by the president/ceo. The president/ceo uses comparability data and an independent compensation consultant to determine the compensation. The decisions are documented in each employee's file. This process took place during the year.
Form 990, Part VI, Line 1a Delegate broad authority to a committeeThe executive committee, made up of the president and ceo, chairperson of the board, vice chairperson of the board, treasurer of the board, secretary of the board, immediate past chairperson of the board and no fewer than two additional elected directors and/or elected directors of affiliate boards as appointed by the board chairperson, shall carry out the work of the board of directors between meetings and make recommendations to the board of directors for its action. The executive committee shall have all the authority of the board of directors except that the executive committee is not authorized to: (1) recommend actions or proposals required to be approved by board members; (2) fill vacancies on the board or any committee thereof; or (3) adopt, amend, supplement, restate, repeal, or rescind these bylaws.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsDavid J. O'Neil, Andrew Molosky, Paola Delp, Randall Woodruff, and William Becker - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe organization retains an independent tax advisor to assist management in the preparation and review of its IRS Form 990. Prior to filing the return, management and the independent tax advisor review the return and all required schedules with the Compensation Committee of the Board of Directors. The Compensation Committee is composed of independent directors of the Company. Upon completion of its review, the Compensation Committee recommends to the Executive Committee of the Board of Directors that management be authorized to sign and file the return. Under the Company's by laws the Executive Committee has the authority to take this action on behalf of the Board of Directors. A complete copy of the Form 990 is provided to the full board prior to filing with the IRS and the Executive Committee reports its activities to the Board of Directors on a quarterly basis.
Form 990, Part VI, Line 12c Conflict of interest policyAnnually, each officer, director and key employee signs an acknowledgement and disclosure form attesting that they have read the Conflict of Interest Policy and agreeing to comply fully with its terms and conditions during their services with Chapters Health System, Inc. (CHS) and Affiliates. They further agree that if, at any time subsequent to the submission of the disclosure form, they become aware of any actual or potential conflict of interest or the information previously submitted becomes inaccurate or incomplete, they will promptly notify the CHS Board of Directors, the President and CEO of Chapters Health System, Inc., and the Affiliate Board of Directors. DETERMINATION OF AND REMEDIES FOR CONFLICTS OF INTEREST 1. Disclosure. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of his or her financial interest and must be given the opportunity to disclose all material facts to the Directors (and members of committees) considering the proposed transaction or arrangement. The disclosure shall be made as soon as practicable following the realization by the interested person that an actual or possible conflict of interest exists. Ordinarily, disclosures by interested persons should be to the Chairperson of the Board. When an actual or possible conflict of interest becomes apparent in the course of a Board meeting (or committee meeting), the interested person shall immediately disclose his or her financial interest and related material facts to the presiding Director or officer at such meeting. 2. Determining Whether a Conflict of Interest Exists. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, the interested person shall leave the Board (or committee) meeting while the determination of a conflict of interest is discussed and voted upon. The remaining Board (or committee) members shall decide if a conflict of interest exists. 3. Procedures for Addressing the Conflict of Interest. (a) An interested person who has a conflict of interest may make a presentation at the Board (or committee) meeting, but after such presentation, he or she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement that result in the conflict of interest. The interested person who has a conflict of interest will not be counted as present for determining a majority with respect to the vote on the transaction or arrangement that results in the conflict of interest. (b) The Chairperson of the Board (or committee) shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. (c) After exercising due diligence, the Board (or Committee) shall determine whether CHS and Affiliates can obtain a more advantageous transaction or arrangement with reasonable efforts from a person or business entity that would not give rise to a conflict of interest. (d)If a more advantageous transaction or arrangement is not reasonably attainable under circumstances that would not give rise to a conflict of interest, the Board (or committee) shall determine by a majority vote of the disinterested Directors (or committee members) whether the transaction or arrangement is in the best interest of CHS and Affiliates and for its own benefit and whether the transaction is fair and reasonable to CHS and Affiliates and shall make its decision as to whether to enter into the transaction or arrangement in conformity with such determination. Violations of the Conflicts of Interest Policy (a) If the Board (or committee) has reasonable cause to believe that an interested person has failed to disclose actual or possible conflicts of interest, it shall inform the interested person of the basis for such belief and afford the interested person an opportunity to explain the alleged failure to disclose. (b) If, after hearing the response of the interested person and making such further investigation as may be warranted under the circumstances, the Board (or committee) determines that the interested person has in fact failed to disclose an actual or possible conflict of interest, it shall take such action as it determines to be appropriate, including corrective and disciplinary action. RECORD OF PROCEEDINGS The minutes of the Board (and each committee) shall contain: 1. The name of each person who disclosed or otherwise was found to have a financial interest in connection with an actual or possible conflict of interest, the nature of the financial interest, any action taken to determine whether a conflict of interest was present, and the Board's (or committee's) decision as to whether a conflict of interest in fact existed. 2. The names of the persons who were present for discussions and votes relating to the transaction or arrangement, the content of the discussion, including any alternatives to the proposed transaction or arrangement, and a record of any votes taken in connection therewith. PERIODIC REVIEWS To ensure that CHS and Affiliates operate in a manner consistent with their charitable purposes and that it does not engage in activities that could jeopardize their status as organizations exempt from federal income tax, periodic reviews shall be conducted. CHS and Affiliates may, but need not, use an outside advisor to conduct a periodic review. The periodic review shall include, at a minimum, the following subjects: 1. Whether compensation arrangements and benefits are reasonable and are the results of arm's-length bargaining. 2. Whether agreements to provide health care and agreements with other health care providers, employees and third party payers further the charitable purposes of CHS and Affiliates and do not result in private inurement or impermissible private benefit.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialThe organization engaged an independent compensation consultant to assist in establishing a Compensation Charter that details the organization's procedures for setting compensation of the President/CEO and all other officers and key employees of the organization. The Compensation Charter established the Compensation Committee, the independent body responsible for establishing the compensation of the President/CEO. The Compensation Committee relies on a recent compensation study performed by an independent compensation consultant, which is done on an annual basis, that provides compensation data for similarly qualified persons in comparable organizations to support its decision-making process and reports its activities to the Board of Directors at the next regularly scheduled meeting. The Compensation Committee adequately documents its compensation determinations in the meeting minutes on a timely basis. This process took place during the year.
Form 990, Part VI, Line 19 Required documents available to the publicThe Organization's Articles of Incorporation are filed with and viewable by the public at the official website of the Department of State, division of corporations. The organization's bylaws and conflict of interest policy are not made available to the public. Unaudited financial statements of the organization are filed and viewable by the public at the official website of the State, division of consumer services. In addition, the organization reports its financial performance each year in its annual report, copies of which are available to the public upon request.
Form 990, Part VIII, Line 2f Other Program Service RevenueOther - Total Revenue: 4775, Related or Exempt Function Revenue: 4775, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesChange in value of split interest agreement - 252390; Net Asset Transfer - 25751375; Total - 26003765;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (18 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
CHAPTERS HEALTH PALLIATIVE CARE LLC
12470 TELECOM DRIVE SUITE 301TEMPLE TERRACEFL33637205620723PALLIATIVEFL$412,987$128,221CHAPTERS HEALTH SYSTEM INC
CHAPTERS HEALTH PHARMACY LLC
12470 TELECOM DRIVE SUITE 301TEMPLE TERRACEFL33637208607458PHARMACYFL$5,680,929$850,769CHAPTERS HEALTH SYSTEM INC
CHAPTERS HEALTH STAFFING LLC
12470 TELECOM DRIVE SUITE 301TEMPLE TERRACEFL33637264146328STAFFINGFL$15,182,088$0CHAPTERS HEALTH SYSTEM INC
Chapters Health PACE Florida LLC
12470 TELECOM DRIVE SUITE 301TEMPLE TERRACEFL33637PACEFL$0$0CHAPTERS HEALTH SYSTEM INC
Chapters Health PACE North Florida LLC
12470 TELECOM DRIVE SUITE 301TEMPLE TERRACEFL33637PACEFL$0$0CHAPTERS HEALTH SYSTEM INC
Chapters Health PACE South Florida LLC
12470 TELECOM DRIVE SUITE 301TEMPLE TERRACEFL33637PACEFL$0$0CHAPTERS HEALTH SYSTEM INC
Chapters Health PACE Central Florida LLC
12470 TELECOM DRIVE SUITE 301TEMPLE TERRACEFL33637PACEFL$0$0CHAPTERS HEALTH SYSTEM INC
Chapters Health PACE East Florida LLC
12470 TELECOM DRIVE SUITE 301TEMPLE TERRACEFL33637PACEFL$0$0CHAPTERS HEALTH SYSTEM INC
Chapters Health PACE West Florida LLC
12470 TELECOM DRIVE SUITE 301TEMPLE TERRACEFL33637PACEFL$0$0CHAPTERS HEALTH SYSTEM INC
Chapters Health PACE California LLC
12470 TELECOM DRIVE SUITE 301TEMPLE TERRACEFL33637PACEFL$0$0CHAPTERS HEALTH SYSTEM INC
Chapters Health PACE Nevada LLC
12470 TELECOM DRIVE SUITE 301TEMPLE TERRACEFL33637PACEFL$0$0CHAPTERS HEALTH SYSTEM INC
Chapters Health PACE DC LLC
12470 TELECOM DRIVE SUITE 301TEMPLE TERRACEFL33637PACEFL$0$0CHAPTERS HEALTH SYSTEM INC
Chapters Health PACE Oregon LLC
12470 TELECOM DRIVE SUITE 301TEMPLE TERRACEFL33637PACEFL$0$0CHAPTERS HEALTH SYSTEM INC
Chapters Health PACE Maryland LLC
12470 TELECOM DRIVE SUITE 301TEMPLE TERRACEFL33637PACEFL$0$0CHAPTERS HEALTH SYSTEM INC
Chapters Health PACE Virginia LLC
12470 TELECOM DRIVE SUITE 301TEMPLE TERRACEFL33637PACEFL$0$0CHAPTERS HEALTH SYSTEM INC
Chapters Health PACE Georgia LLC
12470 TELECOM DRIVE SUITE 301TEMPLE TERRACEFL33637PACEFL$0$0CHAPTERS HEALTH SYSTEM INC
Absolom Health LLC
12470 TELECOM DRIVE SUITE 301TEMPLE TERRACEFL33637InactiveFL$0$0CHAPTERS HEALTH SYSTEM INC
Chapters Health West LLC
12470 TELECOM DRIVE SUITE 301TEMPLE TERRACEFL33637Healthcare Holding CompanyFL$0$0CHAPTERS HEALTH SYSTEM INC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Lifepath Hospice Inc
12470 Telecom DriveSuite 301Temple TerraceFL33637205276870Hospice CareFL501(c)(3)10Chapters Health System IncYes (true)
Good Shepherd Hospice Inc
12470 Telecom DriveSuite 301Temple TerraceFL33637205276923Hospice CareFL501(c)(3)10Chapters Health System IncYes (true)
Chapters Health Foundation Inc
12470 Telecom DriveSuite 301Temple TerraceFL33637593467282FoundationFL501(c)(3)7Chapters Health System IncYes (true)
Hernando Pasco Hospice Inc
12470 Telecom DriveSuite 301Temple TerraceFL33637592217929Hospice CareFL501(c)(3)10Chapters Health System IncYes (true)
Hospice of Okeechobee Inc
12470 Telecom DriveSuite 301Temple TerraceFL33637592831397Hospice CareFL501(c)(3)7Chapters Health System IncYes (true)
Cornerstone Hospice and Palliative Care Inc
12470 Telecom DriveSuite 301Temple TerraceFL33637592330114Hospice CareFL501(c)(3)10Chapters Health System IncYes (true)
Cornerstone Health Services Inc
12470 Telecom DriveSuite 301Temple TerraceFL33637611798762Palliative CareFL501(c)(3)10Chapters Health System IncYes (true)
Capital Hospice dba Capital Caring
12470 Telecom DriveSuite 301Temple TerraceFL33637541920770Hospice CareVA501(c)(3)10Capital Caring HealthYes (true)
Capital Caring Health
12470 Telecom DriveSuite 301Temple TerraceFL33637843773372Medical Support ServicesVA501(c)(3)Type IIChapters Health System IncYes (true)
Capital Caring Advanced Illness Services Inc
12470 Telecom DriveSuite 301Temple TerraceFL33637843787656Illness, Palliative and Primary Care ServicesVA501(c)(3)10Capital Caring HealthYes (true)
Capital Caring Stay at Home Services Inc
12470 Telecom DriveSuite 301Temple TerraceFL33637843797085At home medical servicesVA501(c)(3)7Capital Caring HealthYes (true)
Hope Hospice and Community Services Inc
12470 Telecom DriveSuite 301Temple TerraceFL33637592128697Hospice CareFL501(c)(3)7Chapters Health System IncYes (true)
Visiting Nurses Association of SW Florida Inc
12470 Telecom DriveSuite 301Temple TerraceFL33637596175593Medical Support ServicesFL501(c)(3)10Hope Hospice & Community Services IncYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
ADVANCED ILLNESS PARTNERS LLC
3180 FAIRVIEW PARK DRIVESUITE 500FALLS CHURCHVA22042853613085MEDICARE DIRECT CONTRACTED MEDICAL SERVICESDENAN/Afalsefalse
Assurity DCE LLC
3535 Little RoadTrinityFL34655850951162Medical ServicesFLNAN/Afalsefalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
Chapters Carenu Inc
12470 TELECOM DRIVESUITE 301TEMPLE TERRACEFL33637850850926Population HealthFLChapters Health System IncC Corporation$0$00.8513Yes (true)
SECUR Inc
4200 WEST CYPRESS STREETSUITE 690TAMPAFL33607881837830Licensed Health PlanFLNAC CorporationYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (24 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Cornerstone Hospice and Palliative Care Inc
A$882,160FMV
Good Shepherd Hospice Inc
A$1,363,725FMV
Hernando Pasco Hospice Inc
A$1,223,201FMV
Hospice of Okeechobee Inc
A$56,819FMV
Lifepath Hospice Inc
A$1,069,654FMV
Chapters Health Foundation Inc
C$1,104,891FMV
Chapters CareNu Inc
J$351,055FMV
Cornerstone Hospice and Palliative Care Inc
L$20,236,961FMV
Good Shepherd Hospice Inc
L$7,113,129FMV
Hernando Pasco Hospice Inc
L$9,672,500FMV
Hospice of Okeechobee Inc
L$1,082,133FMV
Lifepath Hospice Inc
L$14,995,135FMV
Capital Hospice dba Capital Caring
L$6,779,468FMV
Hope Hospice and Community Services Inc
L$12,785,080FMV
Chapters CareNu Inc
Q$1,474,510FMV
Chapters Health Foundation Inc
Q$300,000FMV
Cornerstone Hospice and Palliative Care Inc
Q$6,541,310FMV
Good Shepherd Hospice Inc
Q$2,754,236FMV
Hernando Pasco Hospice Inc
Q$3,630,584FMV
Hospice of Okeechobee Inc
Q$303,592FMV
Lifepath Hospice Inc
Q$6,200,161FMV
Capital Hospice dba Capital Caring
Q$6,253,368FMV
Hope Hospice and Community Services Inc
Q$6,114,886FMV
Chapters CareNu Inc
Q$925,398FMV