2015-08-31T09:55:06-05:00 2014-12-31 560747981 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2014-01-01 592249370 GENESIS HEALTH INC GENE 9043457600 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 322164252 JAMES HARDISON VP CONTROLLER 9043457600 2015-08-25 1 AMY BIBBY P00445891 8282542254 2014 2016-02-25 16:41:14Z BROOKS HEALTH SYSTEM DOUGLAS M BAER 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 322164252 37551059 0 X WWW.BROOKSREHAB.ORG X 1982 FL SUPPORT AND ADMINISTRATION FOR BROOKS REHABILITATION HOSPITAL AND AFFILIATES 13 12 157 0 32902 -2019 333364 147893 12838293 15986867 20597002 21229689 27758 -7459 33796417 37356990 1292584 305425 0 0 8763236 10506791 0 0 0 10246528 11334063 20302348 22146279 13494069 15210711 369257788 370624822 162574348 161436645 206683440 209188177 TO ADVANCE HEALTH AND WELL-BEING OF PERSONS REQUIRING REHABILITATION THROUGH SUPERIOR OUTCOMES, SERVICE, EDUCATION AND RESEARCH. 0 0 5167914 305425 16052272 BROOKS HEALTH SYSTEM (BROOKS REHABILITATION) HAS A LONG-STANDING TRADITION OF PROVIDING QUALITY INPATIENT AND OUTPATIENT REHABILITATION CARE TO NORTHEAST AND CENTRAL FLORIDA AND SOUTHEAST GEORGIA. AS A NON-PROFIT HEALTH SYSTEM, WE ARE DEDICATED TO MEETING THE NEEDS AND IMPROVING THE HEALTH OF OUR COMMUNITY. THIS ROLE SERVES AS THE FOUNDATION FOR EVERYTHING WE DO AS EXPRESSED IN OUR MISSION.PLEASE SEE THE CONTINUATION OF OUR PROGRAM SERVICE ACCOMPLISHMENTS ON SCHEDULE O. 5167914 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 0 1 0 0 1 157 1 1 1 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X X DOUGLAS M BAER 9043457600 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 GARY W SNEED CHAIRMAN 2.00 38.00 X X 35388 0 0 BRUCE M JOHNSON VICE CHAIRMAN 2.00 4.00 X X 0 0 0 STANLEY W CARTER SECRETARY 2.00 2.00 X X 7368 0 0 ERNEST N BRODSKY BOARD MEMBER 2.00 2.00 X 22500 0 0 THOMAS BROTT MD BOARD MEMBER 2.00 X 7200 0 0 J BROOKS BROWN MD BOARD MEMBER 2.00 X 0 0 0 DAVID H BUSSE BOARD MEMBER 2.00 2.00 X 24400 0 0 PAMELA S CHALLY PHD RN BOARD MEMBER 2.00 2.00 X 17224 0 0 LEE LOMAX BOARD MEMBER 2.00 2.00 X 11568 0 11622 KERRY ROMESBURG PHD BOARD MEMBER 2.00 X 0 0 0 GUY T SELANDER MD BOARD MEMBER 2.00 X 7620 0 0 HOWARD C SERKIN BOARD MEMBER 2.00 2.00 X 26100 0 0 FORREST TRAVIS BOARD MEMBER 2.00 2.00 X 18600 0 0 DOUGLAS M BAER PRESIDENT & CEO 38.00 2.00 X 539064 0 148137 MICHAEL SPIGEL COO 38.00 2.00 X 418492 0 110710 JAMES HARDISON VP/CONTROLLER 38.00 2.00 X 143272 0 26806 PATRICIA DEBEAR SR VO CLINICAL SERVICES 20.00 20.00 X 251981 0 28996 KAREN GALLAGHER VP HR AND LEARNING 40.00 X 252845 0 35591 ROBERT SHRYOCK DIRECTOR MANAGED CARE 40.00 X 187931 0 32446 KAREN GREEN DIRECTOR INF TECHNOLOGY 40.00 X 152219 0 26534 KIRK HALE DIR. IT INFRASTRUTURE 40.00 X 139987 0 25816 KENNETH MCCOSH DIR. DECISION SUPPORT 40.00 X 131101 0 22827 ROBERT ROWE DIR. CLINICAL EDUCATION 40.00 X 140546 0 29808 SALLY LIAW DIR. MARKETING & COMM. 40.00 X 142230 0 24654 DENNIS SMYSER DIR. INTERNAL AUDIT 40.00 X 106282 0 28833 2783918 0 552780 11 0 1 0 MEMORIAL HEALTHCARE GROUP INC 3625 UNIVERSITY BLVD S JACKSONVILLE FL 32216 ANCILLARY MEDICAL SERVICE 7424595 SODEXO INC & AFFILIATES PO BOX 536922 ATLANTA GA 30353 FOOD SERVICE 3046303 SHI INTERNATIONAL CORP 1301 S MOPAC EXPY SUITE 375 AUSTIN TX 78746 IT SERVICE 1051476 UNIDINE CORPORATION 1000 WASHINGTON STREET BOSTON MA 02118 FOOD SERVICE 997690 JACKSONVILLE MEDICAL PLAZA LLC 1551 N TUSTIN AVE SANTA ANA CA 92705 PROPERTY RENTAL 873690 55 147893 147893 MANAGEMENT FEES 541610 13062044 13062044 OTHER OPERATING REVENUE 900099 2924823 2924823 15986867 2144667 2144667 221082 221082 53084 125948 -72864 -72864 32902 -105766 18932061 0 68121 18932061 -68121 18863940 18863940 MISCELLANEOUS REVENUE 900099 65405 65405 65405 37356990 16052272 32902 21123923 305425 305425 2129979 2129979 52733 52733 5755408 1736872 4018536 352083 81162 270921 1718517 543700 1174817 498071 138747 359324 151183 18331 132852 6792 6792 1365209 1365209 1517561 393578 1123983 390656 63848 326808 1907606 603135 1304471 111054 111054 337883 287623 50260 124342 57103 67239 211545 88848 122697 2659050 2659050 2182937 703068 1479869 77707 77707 OTHER EXPENSES 252218 55421 196797 MEDICAL SUPPLIES 38320 38320 22146279 5167914 16978365 0 244314 1692478 23929947 31781021 579600 793880 70146107 11859841 55906388 58286266 285131316 273934227 496216 308241 2970007 3828709 369257788 370624822 6266714 6864262 2606165 1965498 4769 41896 90592416 88394364 63104284 64170625 162574348 161436645 X 206683440 209188177 206683440 209188177 369257788 370624822 X 15210711 -14035730 1329756 X X 0 1 X 1 0 X X 5 GENESIS HEALTH DEVELOPMENT INC (BHD) 592249372 9 1 0 0 THE GENESIS HEALTH FOUNDATION INC (BHF) 592249340 7 1 10000 0 GENESIS REHABILITATION HOSPITAL INC (BRH) 593284221 3 1 0 0 BROOKS HOME CARE ADVANTAGE (BHCA) 264561148 9 1 0 0 BROOKS SKILLED NURSING INC 264561148 9 1 0 0 5 10000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 PART IV, SECTION A, LINE 1 ALL OF THE SUPPORTED ORGANIZATIONS ARE PART OF BROOKS HEALTH SYSTEM. THIS IS A HISTORIC AND CONTINUING RELATIONSHIP. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 129339 129339 0 PART II-B, LINE 1: THE ORGANIZATION IS A MEMBER OF THE JACKSONVILLE CHAMBER OF COMMERCE, AS WELL AS SEVERAL HEALTHCARE ORGANIZATIONS. THESE ORGANIZATIONS ALLOCATE A PORTION OF THEIR MEMBERSHIP DUES TO LOBBYING EFFORTS ON BEHALF OF THEIR MEMBERSHIP BODIES. 38053710 38053710 700000 14680045 2901664 12478381 3166883 607576 2559307 10664825 8350601 2314224 2880644 2880644 58286266 DUE TO AFFILIATES 61488291 BOND SWAP VALUATION 304117 THIRD PARTY SETTLEMENTS 378217 LINE OF CREDIT 2000000 64170625 X PART X, LINE 2: THE ORGANIZATION RECEIVES CONSOLIDATED FINANCIAL STATEMENTS INCLUDING CORPORATE PARENT AND SUBSIDIARIES. THE FOLLOWING DISCLOSURE APPLIES TO THE SYSTEM AS A WHOLE: BROOKS REHABILITATION HOSPITAL IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. 1 AMERICAN CANCER SOCIETY 2850 ISABELL BLVD STE 200 JACKSONVILLE FL 32250 131788491 501(C)(3) 5000 SUPPORT OF CHARITABLE PURPOSES AMERICAN HEART ASSOCIATION PO BOX 4002900 DES MOINES IA 503402900 135613797 501(C)(3) 10000 SUPPORT OF CHARITABLE PURPOSES BAPTIST HEALTH FOUNDATION 841 PRUDENTIAL DR SUITE 1300 JACKSONVILLE FL 32207 592477135 501(C)(3) 6000 SPONSORSHIP TO BAPTIST HEALTH SCHOLARSHIP GOLF CLASSIC BROOKS HEALTH FOUNDATION 3599 UNIVERSITY BLVD S JACKSONVILLE FL 32216 592249340 501(C)(3) 10000 SPONSORSHIP AT 31ST ANNUAL GOLF CLASSIC AT DEERWOOD COUNTRY CLUB CENTER FOR GROWTH AND BECOMING 200 YOXALL LANE ORISKANY NY 13424 161563408 501(C)(3) 10000 LOCAL SPONSORSHIP OF SECOND WIND TOUR COMMUNITY OF HOSPICE OF NE FLORIDA 4266 SUNBEAM RD JACKSONVILLE FL 32257 591940256 501(C)(3) 7500 SUPPORT AT BAPTIST GOLF TOURNAMENT DREAMS COME TRUE 6803 SOUTHPOINT PARKWAY JACKSONVILLE FL 32216 592967803 501(C)(3) 10000 BOARD PROGRAM SPONSORSHIP FLAGLER HOSPITAL INC 400 HEALTH PARK BLVD ST AUGUSTINE FL 32086 590675143 501(C)(3) 5000 SPONSORSHIP FOR RUGBY PLUS HEALTH PLANNING COUNCIL OF NORTHEAST FLORIDA 100 N LAURA ST SUITE 801 JACKSONVILLE FL 32202 592247189 501(C)(3) 5325 SUPPORT OF REGINAL DASHBOARD INDEPENDENT LIVING RESOURCE CENTER OF NE FLORIDA 2709 ART MUSEUM DRIVE JACKSONVILLE FL 32207 591842440 501(C)(3) 21000 ANNUAL SUPPORT IN BROOKS TEMPORARY LOAN CHEST JACKSONVILLE SYMPHONY ORCHESTRA 300 WEST WATER ST STE 300 JACKSONVILLE FL 32202 596002520 501(C)(3) 15000 SUPPORT OF CHARITABLE PURPOSES LEADERSHIP JACKSONVILLE INC 4040 WOODCOCK DR STE 155 JACKSONVILLE FL 32207 591718154 501(C)(3) 5000 SUPPORT OF CHARITABLE PURPOSES MARCH OF DIMES FOUNDATION 4040 WOODCOCK DR STE 147 JACKSONVILLE FL 32207 131846366 501(C)(3) 5000 SUPPORT OF CHARITABLE PURPOSES NATIONAL MULTIPLE SCLEROSIS SOCIETY 4237 SALISBURY RD N 406 JACKSONVILLE FL 32216 596167728 501(C)(3) 5090 SILVER SPONSOR AT DINNER OF CHAMPIONS RONALD MCDONALD HOUSE OF JACKSONVILLE 824 CHILDRENS WAY JACKSONVILLE FL 32207 592625008 501(C)(3) 4000 SUPPORT OF CHARITABLE PURPOSES SECOND HARVEST FOOD BANK 1502 JESSIE STREET JACKSONVILLE FL 32206 591955600 501(C)(3) 8808 COMMUNITY GARDEN PLEDGE ST VINCENT'S HEALTHCARE INC PO BOX 41567 JACKSONVILLE FL 322325167 260479484 501(C)(3) 18300 DELICIOUS DESTINATIONS AND GOLF TOURNAMENT SPONSORSHIPS UF HEALTH JACKSONVILLE PO BOX 100005 ATLANTA GA 30384 592142859 501(C)(3) 15000 SPONSOR OF NIGHT OF HEROES VOLUNTEERS IN MEDICINE JACKSONVILLE 41 E DUVAL ST JACKSONVILLE FL 32202 32202 JACKSONVILLE FL 32202 753002172 501(C)(3) 15000 SUPPORT OF CHARITABLE PURPOSES WE CARE 900 UNIVERSITY BLVD N STE 200-E JACKSONVILLE FL 32211 593437124 501(C)(3) 15000 DIAMOND SPONSORSHIP FOR THE WE CARE AWARDS WOLFSON CHILDREN'S HOSPITAL 841 PRUDENTIAL DR SUITE 1300 JACKSONVILLE FL 32207 555555555 501(C)(3) 6000 SUPPORT AT ST VINCENTS GOLF TOURNAMENT YOUNG LIFE PO BOX 3257 PONTE VEDRA BEACH FL 32204 840385934 501(C)(3) 5000 CAMP SCHOLARSHIP 22 PART I, LINE 2: GENESIS HEALTH, INC. IS VERY SELECTIVE WHEN SELECTING ORGANIZATIONS FOR CONTRIBUTIONS. ALL ORGANIZATIONS ARE 501(C)(3) OR GOVERNMENT ORGANIZATIONS. ALL FUNDS ARE APPROVED BY MANAGEMENT PRIOR TO DISTRIBUTION. DOCUMENTATION OF ALL GRANTS AND AWARDS ARE MAINTAINED BY MANAGEMENT. AGREEMENTS FOR GRANTS/AWARDS ARE TYPICALLY ENTERED INTO PRIOR TO FUNDING. X 1 1 X X X X X X 1 1 0 0 0 0 0 1 0 DOUGLAS M BAER PRESIDENT & CEO 411679 0 127385 0 0 0 136650 0 11487 0 687201 0 0 0 MICHAEL SPIGEL COO 323998 0 94494 0 0 0 102495 0 8215 0 529202 0 0 0 JAMES HARDISON VP/CONTROLLER 126483 0 16789 0 0 0 21862 0 4944 0 170078 0 0 0 PATRICIA DEBEAR SR VO CLINICAL SERVICES 200151 0 51830 0 0 0 20417 0 8579 0 280977 0 0 0 KAREN GALLAGHER VP HR AND LEARNING 196640 0 56205 0 0 0 29577 0 6014 0 288436 0 0 0 ROBERT SHRYOCK DIRECTOR MANAGED CARE 154249 0 33682 0 0 0 32446 0 0 0 220377 0 0 0 KAREN GREEN DIRECTOR INF TECHNOLOGY 130885 0 21334 0 0 0 17955 0 8579 0 178753 0 0 0 KIRK HALE DIR. IT INFRASTRUTURE 120003 0 19984 0 0 0 14329 0 11487 0 165803 0 0 0 KENNETH MCCOSH DIR. DECISION SUPPORT 105134 0 25967 0 0 0 11340 0 11487 0 153928 0 0 0 ROBERT ROWE DIR. CLINICAL EDUCATION 116880 0 23666 0 0 0 18321 0 11487 0 170354 0 0 0 SALLY LIAW DIR. MARKETING & COMM. 119638 0 22592 0 0 0 24654 0 0 0 166884 0 0 0 PART I, LINE 1A THE ORGANIZATION REIMBURSES THE SOCIAL CLUB INITIATION FEES AND ANNUAL DUES FOR THE CEO AND SYSTEM VICE PRESIDENTS. PAYMENTS ARE GROSSED UP TO REIMBURSE THE EMPLOYEE FOR THE TAXES ASSOCIATED WITH THE PAYMENT. PART I, LINES 4A-B IN 2012, GENESIS HEALTH, INC. PROVIDED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN TO CERTAIN KEY EMPLOYEES. THE PLAN IS AN UNFUNDED DEFERRED COMPENSATION PLAN DESCRIBED IN SECTION 457(F) AND IS INTENDED FOR A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. AT THIS TIME, CONTRIBUTIONS TO AN INDIVIDUAL'S ACCOUNT UNDER THE PLAN ARE SET TO BE 20% OF THE INDIVIDUAL'S ANNUAL BASE SALARY, WITH THE OPTION FOR AS MUCH AS 25% OF ANNUAL BASE SALARY AT THE DISCRETION OF THE BOARD COMPENSATION COMMITTEE. VESTING IN THE PLAN FOR CURRENT MEMBERS OCCURS JANUARY 1, 2022, PROVIDED EMPLOYMENT IS MAINTAINED, AND DISREGARDING ACCELERATION DUE TO DEATH OR DISABILITY. FOR THE CURRENT TAX YEAR, ALLOCATIONS TO THE PLAN FOR LISTED INDIVIDUALS WERE AS FOLLOWS, (LISTED AS A COMPONENT OF PART II, COLUMN (C)): DOUGLAS BAER - $ 94,000 MICHAEL SPIGEL - 71,000 PART I, LINE 7 BROOKS OFFERS AN INCENTIVE PLAN WHICH WILL TRIGGER BY MEETING SPECIFIC OPERATIONAL AND FINANCIAL GOALS CALLED SUCCESS SHARING. THE INCENTIVE IS CALCULATED BASED ON A PERCENTAGE OF COMPENSATION. A JACKSONVILLE HEALTH FACILITIES AUTHORITY 2007-12-01 95000000 CAPITAL IMPROVEMENTS 0 0 0 B JACKSONVILLE ECONOMICS DEVELOPMENT COMMISSION 2013-06-27 35000000 CAPITAL IMPROVEMENTS 0 0 0 A 4550000 95492585 8558481 900000 61956607 23800000 2009 1 0 1 1 B 2101651 35008064 214687 12498868 22639969 2015 1 0 0 1 A 0 1 0 0 0.00540 0.00540 0 0 0 B 0 0 0 0 0 0 0 A 0 1 0 0 1 1 MERRILL LYNCH 30.000000000000 0 0 1 MORGAN STANLEY 30.000000000000 1 0 0 B 0 1 0 0 0 0 0 0 0 A 0 B 0 SCHEDULE K, PART I, DESCRIPTION OF PURPOSE: THE JACKSONVILLE HEALTH FACILITIES AUTHORITY HOSPITAL REVENUE BONDS, SERIES 2007 WERE ISSUED FOR THE PURPOSE OF: (I) FINANCING A PORTION OF THE COST OF THE CAPITAL IMPROVEMENTS, (II) REFINANCING CERTAIN INDEBTEDNESS OF THE COMPANY WHICH FINANCED THE ACQUISITION OF UNIMPROVED LAND FOR FUTURE USE, (III) REFUNDING THE JACKSONVILLE HEALTH FACILITIES AUTHORITY HOSPITAL REVENUE AND REFUNDING BONDS PREVIOUSLY ISSUED TO PROVIDE FINANCING FOR THE BENEFIT OF THE COMPANY, (IV) TO FUND A DEBT SERVICE RESERVE FUND IN CONNECTION WITH THE 2007 BONDS, AND (V) PAYING COSTS ASSOCIATED WITH THE ISSUANCE OF THE 2007 BONDS. THE CAPITAL IMPROVEMENTS WILL CONSIST OF: (I) IMPROVEMENTS AT THE COMPANY'S EXISTING INPATIENT REHABILITATION HOSPITAL, (II) THE ACQUISITION AND CONSTRUCTION OF AN ADMINISTRATIVE SUPPORT BUILDING, AND (III) ROUTINE CAPITAL IMPROVEMENTS TO HEALTH CARE FACILITIES OF THE COMPANY. LAND PURCHASED BY THE COMPANY IS EXPECTED TO BE USED BY THE COMPANY OR ITS AFFILIATES AS THE FUTURE SITE FOR POST-ACUTE CARE AND RELATED HEALTH CARE FACILITIES. SCHEDULE K, PART II, LINE 3, TOTAL PROCEEDS: THE AMOUNT PRESENTED ON PART II, LINE 3 CONTAINS INVESTMENT EARNINGS OVER THE LIFE OF THE ISSUE, NET WITH ORIGINAL ISSUE DISCOUNTES AS FOLLOWS: SALE PROCEEDS FACE VALUE: $ 95,000,000 ORIGINAL ISSUE DISCOUNT: (2,633,936) CUMULATIVE EARNINGS THROUGH 12/31/14: 3,126,521 TOTAL TO PART II, LINE 3: $ 95,492,585 SCHEDULE K, PART II, LINE 11, OTHER SPENT PROCEEDS: AMOUNTS PRESENT ON LINE 11 WERE PROCEEDS USED TO REFUND A PRIOR SERIES ISSUED IN 1996. PAMELA SPIGEL FAMILY MEMBER OF OFFICER MICHAEL SPIGEL 52733 COMPENSATION AS EMPLOYEE OF ORGANIZATION 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH THE GUIDANCE AND ASSISTANCE OF MANAGEMENT. THE FORM WAS REVIEWED INTERNALLY AND THEN PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW. THE AUDIT COMMITTEE THEN PREPARED A SUMMARY THAT WAS PRESENTED TO THE BOARD OF DIRECTORS ALONG WITH THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR BOARD MEMBERS ARE REQUIRED TO COMPLETE A FORM THAT WILL DISCLOSE ANY RELATIONSHIPS THAT MAY CREATE A CONFLICT OF INTEREST. THE FORMS ARE REVIEWED BY MANAGEMENT AND ANY CONCERNS ARE REFERRED TO THE BOARD IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 GENESIS HEALTH, INC. USES AN OUTSIDE CONSULTANT FOR ALL OFFICER, EXECUTIVE, AND TOP MANAGEMENT OFFICIAL COMPENSATION DECISIONS. THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS MUST APPROVE ANY AND ALL DECISIONS REGARDING EXECUTIVE PAY. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST. ADDITIONALLY, RECENT FILINGS OF THE FORM ARE AVAILABLE ON GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET CHANGE IN SWAP VALUATION 1,329,756. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART III, LINE 4A: BROOKS HEALTH SYSTEM (BROOKS REHABILITATION) HAS A LONG-STANDING TRADITION OF PROVIDING A SYSTEM OF WORLD-CLASS REHABILITATION SOLUTIONS. AS A NON-PROFIT HEALTH SYSTEM, WE ARE DEDICATED TO MEETING THE NEEDS AND IMPROVING THE HEALTH OF OUR COMMUNITY. OUR MISSION IS, "TO EMPOWER PEOPLE TO ACHIEVE THEIR HIGHEST LEVEL OF RECOVERY AND PARTICIPATION IN LIFE THROUGH EXCELLENCE IN REHABILITATION." IN ADDITION TO PROVIDING COMPREHENSIVE POST-ACUTE CARE TO THE REGION, BROOKS FIRMLY BELIEVES IN THE POWER OF COMMUNITY OUTREACH TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY. WE PROVIDE CHARITY CARE FOR UNINSURED AND THE UNDER INSURED, POST-PROFESSIONAL CLINICAL EDUCATION THROUGH, ADAPTIVE SPORTS AND WELLNESS PROGRAMMING, VOCATIONAL TRAINING AND SUPPORT FOR BRAIN INJURY SURVIVORS, CLINICAL RESEARCH, VARIOUS SUPPORT GROUPS FOR PATIENTS AND FAMILIES, AMONG MANY OTHERS. BROOKS' IMPACT REACHES FAR BEYOND ITS WALLS AND INTO THE COMMUNITY. FOR THE PURPOSE OF THIS REPORT, BROOKS HEALTH SYSTEM (BROOKS) IS COMPRISED OF THE FOLLOWING NOT-FOR-PROFIT LEGAL ENTITIES: * GENESIS HEALTH, INC. D/B/A BROOKS HEALTH SYSTEM [59-2249370] * GENESIS REHABILITATION HOSPITAL, INC. D/B/A BROOKS REHABILITATION HOSPITAL [59-3284221] * GENESIS HEALTH DEVELOPMENT, INC. D/B/A BROOKS HEALTH DEVELOPMENT [59-2249372] * THE GENESIS HEALTH FOUNDATION, INC. D/B/A BROOKS HEALTH FOUNDATION [59-2249340] * PHYSICAL MEDICINE SPECIALISTS, INC. D/B/A BROOKS REHABILITATION SPECIALISTS [59-3530305] * BROOKS HOME CARE ADVANTAGE, INC. [26-2216181] * BROOKS SKILLED NURSING FACILITY A, INC. [27-2153586] I. GENERAL INFORMATION OUR HISTORY FOR MORE THAN 35 YEARS, BROOKS HAS PROVIDED COMPREHENSIVE REHABILITATION SERVICES IN THE SOUTHEAST. OUR POST-ACUTE SYSTEM OF CARE IS DESIGNED TO MEET EVERY REHABILITATION NEED FROM SPORTS INJURIES, WORK-RELATED INJURIES, AND ORTHOPEDIC POST-SURGICAL RECOVERY TO MORE COMPLEX MEDICAL ISSUES SUCH BRAIN AND SPINAL CORD INJURIES AND STROKE. BROOKS REHABILITATION INCLUDES ONE OF THE LARGEST REHABILITATION HOSPITALS IN THE COUNTRY WITH 157 BEDS, SKILLED NURSING, A HOME HEALTH AGENCY, OVER 26 OUTPATIENT CLINICS, A PHYSICIAN PRACTICE GROUP, THE BROOKS INSTITUTE OF HIGHER LEARNING, AND A RESEARCH GROUP WITH OVER 20 ACTIVE CLINICAL TRIALS. BROOKS REHABILITATION HOSPITAL BROOKS REHABILITATION HOSPITAL IS A FREE-STANDING REHABILITATION FACILITY WITH 157 LICENSED BEDS. THE HOSPITAL IS DEDICATED TO TREATING ADULTS AND CHILDREN WITH BRAIN INJURY, STROKE, SPINAL CORD INJURY, HIP FRACTURE, COMPREHENSIVE ORTHOPEDIC PROBLEMS AND OTHER DISABLING CONDITIONS. BROOKS REHABILITATION HOSPITAL IS ACCREDITED BY THE JOINT COMMISSION ON ACCREDITATION OF HEALTHCARE ORGANIZATIONS (JCAHO) AND CARF, THE REHABILITATION ACCREDITATION COMMISSION. THE HOSPITAL IS ONE OF FLORIDA'S ONLY STATE-DESIGNATED TREATMENT FACILITIES FOR BRAIN AND SPINAL CORD INJURY FOR CHILDREN AND ADULTS. FORM 990, PART III, LINE 4A: CENTER FOR INPATIENT REHABILITATION AT HALIFAX HEALTH HALIFAX HEALTH AND BROOKS REHABILITATION PARTNERED TO CREATE A STATE-OF-THE-ART INPATIENT REHABILITATION CENTER WITH THE DAYTONA BEACH HOSPITAL. THIS UNIT ALLOWS PATIENTS TO RECEIVE THE BEST POSSIBLE CARE AFTER A HOSPITAL STAY, WITHOUT HAVING TO LEAVE THEIR COMMUNITY. BROOKS BARTRAM PARK SENIOR SERVICES IN 2013, BROOKS OPENED BARTRAM PARK CAMPUS, A PLACE WHERE SENIORS CAN RECEIVE THE CUSTOMIZED CARE THEY NEED. THE CAMPUS INCLUDES A 100-BED SKILLED NURSING FACILITY CALLED BARTRAM CROSSING. BARTRAM CROSSING FOCUSES ON PROVIDING SHORT-STAY REHABILITATION THROUGH PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES. NURSING CARE IS ALSO PROVIDED TO THE LEVEL REQUIRED BY EACH INDIVIDUAL GUEST. THIS CAMPUS ALSO OFFERS ASSISTED LIVING WITH A 61-UNIT COMMUNITY THAT PROVIDES ACTIVE LIVING ENVIRONMENT WITH SUPPORT AS NEEDED. IN ADDITION THE CAMPUS IS HOME TO THE GREEN HOUSE RESIDENCES, WHICH PROVIDED SPECIALIZED MEMORY CARE TO INDIVIDUALS WITH ALZHEIMER'S AND DEMENTIA. BROOKS HOME CARE BROOKS HOME CARE OFFERS A FULL SPECTRUM OF SKILLED NURSING AND REHABILITATION OPTIONS FOR WITH CONTINUED HEALTH CARE NEEDS IN THE HOME. SERVICES INCLUDE SKILLED NURSING CARE, PHYSICAL THERAPY, SPEECH THERAPY, RESPIRATORY THERAPY, OCCUPATIONAL THERAPY, INFUSION THERAPY, AND WOUND CARE. BROOKS OUTPATIENT REHABILITATION BY THE END OF 2014, BROOKS HAD 26 OUTPATIENT CLINICS THROUGHOUT NORTH AND CENTRAL FLORIDA. THESE CLINICS OFFER PATIENTS OF ALL AGES A RANGE OF SERVICES, INCLUDING PHYSICAL, OCCUPATIONAL, SPEECH-LANGUAGE, AND COGNITIVE THERAPIES. SPECIALIZED PROGRAMS AND DAY TREATMENT PROGRAMS ARE ALSO AVAILABLE FOR CHRONIC PAIN, SPORTS INJURIES, BRAIN INJURY AND STROKE, WOMEN'S HEALTH, BALANCE, BACK AND NECK PAIN AND INDUSTRIAL REHABILITATION. BROOKS PHYSICIAN GROUP PRACTICE BROOKS' NON-PROFIT PHYSICIAN GROUP IS COMPOSED OF 11 CREDENTIALED SPECIALISTS IN REHABILITATION MEDICINE (PHYSIATRISTS). THE GROUP WAS ESTABLISHED TO PROVIDE OUTPATIENT PHYSICIAN SERVICES TO PATIENTS REQUIRING THIS SPECIALIZED CARE. THESE PHYSICIANS ENGAGE IN DIRECT PATIENT CARE IN THE HOSPITAL AND OUTPATIENT, PROVIDE MEDICAL EDUCATION TO RESIDENTS FROM UNIVERSITY OF FLORIDA AND EDUCATION TO THE MEDICAL COMMUNITY AND THE COMMUNITY AT LARGE. BROOKS CLINICAL RESEARCH CENTER SINCE ITS INCEPTION IN 1999, BROOKS' HAS PARTNERED WITH VARIOUS ACADEMIC INSTITUTIONS TO ADVANCE THE SCIENCE OF REHABILITATION FOR THE COMMUNITY AT LARGE. WE HAVE CONDUCTED OVER 20 CLINICAL RESEARCH TRIALS ON INNOVATIVE AND ADVANCED TREATMENTS AND TECHNOLOGIES TO IMPROVE OUR PATIENT'S QUALITY OF CARE AND HELPS MAXIMIZE THEIR PHYSICAL FUNCTION. THIS ALSO INCREASES BROOKS' ABILITY TO ADVOCATE FOR AND EXPAND ACCESS TO CARE FOR THOSE WITH DISABILITIES. BROOKS INSTITUTE OF HIGHER LEARNING THE INSTITUTE OF HIGHER LEARNING PROVIDES A COMPREHENSIVE OFFERING OF POST-PROFESSIONAL REHABILITATION EDUCATION INCLUDING, CONTINUING EDUCATION, MULTI-DISCIPLINARY RESIDENCY AND FELLOWSHIP PROGRAMS FOR THE GREATER HEALTHCARE COMMUNITY. FORM 990, PART III, LINE 4A: II. QUALITY CARE PROVIDED TO PATIENTS BROOKS TAKES GREAT PRIDE IN THE QUALITY CARE WE OFFER OUR PATIENTS EACH YEAR AS ILLUSTRATED IN OUR CLINICAL OUTCOMES AND PATIENT SATISFACTION SCORES. IN 2014: -BROOKS HOSPITAL RETURNED 80% OF PATIENTS BACK TO THE COMMUNITY, WHICH IS MORE THAN OTHER REHABILITATION HOSPITALS NATIONALLY. -PATIENTS IN BROOKS HOSPITAL GAVE AN OVERALL RATING FOR CARE THEY RECEIVED DURING THEIR STAY OF 92.4 ON A GOAL OF 91.88. THE HOSPITAL ALSO RECEIVED A SCORE OF 91.3 FROM PATIENTS THAT THEY WOULD RECOMMEND THE FACILITY TO FAMILY AND FRIENDS. -IN BROOKS HOME CARE, 80% OF PATIENTS WOULD RECOMMEND BROOKS TO FRIENDS AND FAMILY, COMPARED WITH 79% IN FL. -IN BROOKS OUTPATIENT, CUSTOMER SATISFACTION ACROSS ALL CLINICS WAS 94. SOURCE: PATIENT SATISFACTION MEASURED BY THE PRESS GANEY PATIENT SATISFACTION SURVEY 2014. III. COMMUNITY BENEFIT PROVIDED IN 2014 BROOKS IS A RESOURCE FOR IMPROVING THE QUALITY-OF-LIFE FOR THOSE LIVING WITH DISABILITIES AND REDUCING THE RISK OF PHYSICAL DISABILITY THROUGH ADVOCACY, AWARENESS, EDUCATION, RESEARCH, AND REHABILITATION SERVICES. PROGRAMS UNDER COMMUNITY BENEFIT INCLUDE: (A) CHARITY, UNDERINSURED AND UNINSURED CARE; (B) RESEARCH; (C) COMMUNITY HEALTH PROGRAMS AND SERVICES; AND (D) EDUCATION PROGRAMS FOR HEALTHCARE PROFESSIONALS. A) CHARITY, UNDERINSURED AND UNINSURED CARE $2,308,002 BROOKS REHABILITATION HAS CONTINUED TO INCREASE THE AMOUNT OF FREE CARE TO CHARITY, UNDERINSURED AND UNINSURED PATIENTS EACH YEAR. IN 2014, BROOKS PROVIDED $1,822,862 OF FREE CARE (AT COST) IN THE HOSPITAL, WHICH WAS EQUIVALENT TO 1,371 PATIENT DAYS. CHARITY AND OTHER FREE CARE PROVIDED TO OUTPATIENT'S VISITS WERE EQUIVALENT TO $747,029 IN COSTS. ADDITIONAL CHARITY PROVIDED BY BROOKS HOME CARE ADVANTAGE WAS EQUIVALENT TO $112,446 IN COSTS. BROOKS PROVIDES FREE CARE TO MEDICALLY AND FINANCIALLY QUALIFIED CHARITY, UNINSURED, AND UNDERINSURED PATIENTS FALLING BELOW 400% OF THE FEDERAL POVERTY INCOME GUIDELINES. BROOKS ALSO PROVIDES FREE CARE TO PATIENTS WHOSE CHARGES FOR CARE ARE CATASTROPHIC. THIS IS DEFINED AS CHARGES THAT EXCEED 25% OF THE FEDERAL POVERTY THRESHOLD. IN ADDITION, STAFF PROVIDES FUNDING FOR THE NEEDS OF CHARITY PATIENTS THROUGH THEIR PERSONAL DONATIONS. IN 2014, BROOKS' EMPLOYEES DONATED TO A FUND WHICH PROVIDED $114,804 IN FREE AND MEDICALLY NECESSARY EQUIPMENT, MEDICATIONS, WHEELCHAIR RAMPS, AND OTHER MINOR EXPENDITURES NEEDED BY PATIENTS TO RETURN HOME. BROOKS ALSO PROVIDES CARE TO MEDICAID PATIENTS IN THE HOSPITAL AND OUTPATIENT CLINICS. THERE WERE 1822 MEDICAID DAYS PROVIDED IN 2014, WITH AN ADDITIONAL 1782 MEDICAID HMO DAYS. SINCE THE MEDICAID PROGRAM REIMBURSES AT A RATE SIGNIFICANTLY BELOW THE COST OF CARE, THERE WAS A NET LOSS TO BROOKS IN PROVIDING THIS CARE OF $1,206,025. BROOKS CHARGES ITS UNINSURED PATIENTS AT THE AVERAGE DISCOUNTED RATE RECEIVED BY PRIVATE INSURERS, MEDICARE, AND MEDICAID. GENEROUS INCOME GUIDELINES ALONG WITH PATIENT-FRIENDLY BILLING PRACTICES ALLOWS BROOKS TO PROVIDE COMPREHENSIVE REHABILITATION SERVICES TO PATIENTS WHO WOULD NOT OTHERWISE HAVE ACCESS TO THIS LEVEL OF CARE. THESE BENEFITS NOT ONLY IMPROVE THE FUNCTIONAL INDEPENDENCE OF OUR PATIENTS, BUT LEAD THEM TO A BETTER QUALITY OF LIFE. FORM 990, PART III, LINE 4A: B. RESEARCH $934,294 CLINICAL RESEARCH AT BROOKS REHABILITATION (2014) THE BROOKS REHABILITATION CLINICAL RESEARCH CENTER IS COMMITTED TO CONDUCTING INNOVATIVE RESEARCH THAT WILL ADVANCE THE SCIENCE OF RECOVERY AND WELLNESS FOR PEOPLE REQUIRING REHABILITATION. OUR RESEARCH ENCOMPASSES MULTIPLE AREAS OF RECOVERY, WELLNESS AND LIFE PARTICIPATION FOR INDIVIDUALS WITH NEUROLOGICAL, ORTHOPEDIC, PAIN OR AGE-RELATED DECLINE. WE SEEK TO BRIDGE THE ADVANCES MADE IN MEDICAL AND SCIENTIFIC RESEARCH TO THE APPLICATION OF CLINICAL PRACTICE AND TO IMPROVE THE QUALITY OF LIFE FUNCTIONAL OUTCOMES FOR THOSE RECOVERING FROM DISABILITY, DECLINE IN FUNCTION, AND ILLNESS. OUR KEY STRATEGIC GOALS AND OBJECTIVES FOR THE BROOKS RESEARCH PROGRAM: -CREATE A CONTEMPORARY MODEL FOR COLLABORATION AND INTERDISCIPLINARY RESEARCH BETWEEN ACADEMIC PARTNERS, RESEARCH SPONSORS, AND OUR REHABILITATION CENTRIC HEALTHCARE SYSTEM; -ENGAGE IN INTERDISCIPLINARY RESEARCH ACTIVITIES THAT ARE FOCUSED ON STUDYING, IMPROVING AND CREATING NEW APPROACHES TO TREATMENT THAT CAN IMPROVE THE OUTCOMES AND QUALITY OF LIFE FOR INDIVIDUALS WHO BENEFIT FROM REHABILITATION SERVICES -DEVELOP AN ORGANIZATIONAL STRUCTURE AND CULTURE THAT PROMOTES EVIDENCE BASED PRACTICE AND THE ADVANCEMENT OF REHABILITATION SCIENCE BY PROVIDING SUPPORT AND INFRASTRUCTURE TO RESEARCHERS AND MENTORSHIP TO FUTURE RESEARCHERS -PROVIDE GUIDANCE AND SUPPORT TO CLINICIANS WHO WISH TO EXPLORE AND PURSUE RESEARCH RELATED ACTIVITIES -CONTRIBUTE TO AN ENVIRONMENT THAT SUPPORTS AND PROMOTES INQUIRY AND CURIOSITY OUR ACTIVE CLINICAL STUDIES DURING 2014: 1. LIFE INTERVENTION AND INDEPENDENCE FOR ELDERS (THE LIFE STUDY) 2. IMPLEMENTING PSYCHOLOGICALLY INFORMED PRACTICE PRINCIPLES INTO PHYSICAL THERAPY MANAGEMENT FOR LOW BACK PAIN: EFFECTS OF CLINICIAN TRAINING & COMPARISON OF TREATMENT APPROACHES 3. A BACKWARD WALKING TRAINING PROGRAM TO IMPROVE BALANCE AND REDUCE FALLS IN ACUTE STROKE: A RANDOMIZED CONTROLLED TRIAL 4. MOTOR IMPAIRMENTS IN TRAUMATIC BRAIN INJURY: EFFECTS OF COLOSSAL DISCONNECTION 5. CREATION OF ORTHOPEDIC PHYSICAL THERAPY-INVESTIGATIVE NETWORK (OPT-IN) FOR THE OPTIMAL SCREENING FOR PREDICTION OF REFERRAL OUTCOME (O SPRO) COHORT STUDY 6. COUGH AND SWALLOW REHABILITATIONS POST STROKE 7. ACCURACY OF EXAMINING COUGH FUNCTION AND ITS RELATIONSHIP TO AIRWAY PROTECTION IN THOSE WITH PARKINSON'S DISEASE 8. REHABILITATION RESEARCH CAREER DEVELOPMENT PROGRAM (K12 AWARD) 9. REHABILITATION OF CORTICOSPINAL CONTROL OF WALKING FOLLOWING STROKE C. COMMUNITY HEALTH PROGRAMS AND SERVICES $2,515,977 BROOKS DEVOTES COMMUNITY HEALTH FUNDING TO PROVIDE A VARIETY OF HEALTH PREVENTION, EDUCATION, SCREENING, SUPPORT, AND COMMUNITY REINTEGRATION SERVICES THAT POSITIVELY IMPACT THE COMMUNITY. BROOKS PARTNERS WITH OTHER ORGANIZATIONS FOR PROJECT DEVELOPMENT AND IMPLEMENTATION AS DESIGNATED BY THE BOARD OF DIRECTORS. THE PROGRAMS ARE RESPONSIBLE FOR REPORTING OUTCOMES ANNUALLY TO INSURE PROGRAM OBJECTIVES ARE MET. BROOKS REVIEWS THESE PROGRAM AND PROJECT OUTCOMES TO DETERMINE IF PROGRAMS WILL CONTINUE. BROOKS ADAPTIVE SPORTS AND RECREATION PROGRAM THE BROOKS ADAPTIVE SPORTS AND RECREATION PROGRAM ENABLES ADULTS AND CHILDREN LIVING WITH A PHYSICAL DISABILITY TO ENHANCE THEIR QUALITY OF LIFE THROUGH PARTICIPATION IN SPORTS AND RECREATIONAL ACTIVITIES. OUR MULTI-SPORT PROGRAM PROVIDES DAILY ACTIVITIES AND MONTHLY SPECIAL EVENTS TO INDIVIDUALS OF ALL AGES AND ABILITIES AT NO COST TO THE PARTICIPANTS. ADAPTIVE SPORTS INCLUDES TENNIS, WHEELCHAIR RUGBY, POWER SOCCER, INDOOR AND OUTDOOR ROWING, ARCHERY, HAND CYCLING, ARCHERY, BILLIARDS, BOWLING, YOGA, AQUATICS, AND ZUMBA. WELLNESS PROGRAMS, PROVIDED IN PARTNERSHIP WITH MULTIPLE YMCA LOCATIONS, ARE ALSO AVAILABLE TO THOSE WHO HAVE MULTIPLE SCLEROSIS, PARKINSON'S DISEASE OR WHO HAVE EXPERIENCED A STROKE OR TRAUMATIC BRAIN INJURY. SPECIAL EVENTS INCLUDE SURFING, WATER SKIING, HORSEBACK RIDING, AND MORE. BROOKS BRAIN INJURY CLUBHOUSE BROOKS CLUBHOUSE IS A FULL-TIME DAY PROGRAM THAT PROVIDES FOR THE LONG-TERM RECOVERY NEEDS OF INDIVIDUALS WHO HAVE SUFFERED FROM AN ACQUIRED NEUROLOGICAL INJURY. IT EXPANDS THE CONTINUUM OF CARE PROVIDED BY BROOKS REHABILITATION AND SERVES AS A BRIDGE TO COMMUNITY AND VOCATIONAL RE-INTEGRATION. MEMBERS PARTICIPATE IN DAILY ACTIVITIES AND MANAGE CLUBHOUSE OPERATIONS, HELPING THEM REESTABLISH THEMSELVES IN THE COMMUNITY AND PREPARE FOR VOLUNTEER OR WORK RE-ENTRY OPPORTUNITIES. WELLNESS PROGRAMS RESEARCH SHOWS THAT A HEALTHY LIFESTYLE, INCLUDING EXERCISE AND GOOD NUTRITION, CAN IMPROVE THE LONG TERM HEALTH OF PEOPLE WHO HAVE SUFFERED INJURY OR DISABILITY. BROOKS REHABILITATION HAS IMPLEMENTED SEVERAL WELLNESS PROGRAMS IN COLLABORATION WITH LOCAL YMCA FACILITIES. UNDER THE GUIDANCE OF A BROOKS PHYSICAL THERAPIST AND THE WELLNESS PROGRAM STAFF, PARTICIPANTS ARE INITIALLY EVALUATED AND PROVIDED WITH THEIR OWN PERSONAL FITNESS PLAN, DESIGNED TO START WITH THE PARTICIPANTS CURRENT ABILITIES AND GRADUALLY CHANGE AS STRENGTH AND ENDURANCE IMPROVES. THE PROGRAMS OFFER A SUPERVISED ENVIRONMENT FOR PARTICIPANTS TO CONTINUE BEING ACTIVE IN AN EXERCISE PROGRAM AFTER FORMAL PHYSICAL THERAPY HAS BEEN COMPLETED, AS WELL AS THE OPPORTUNITY TO SOCIALIZE WITH OTHER SURVIVORS AND CAREGIVERS. WELLNESS PROGRAMS ARE OFFERED FOR STROKE, MULTIPLE SCLEROSIS, PARKINSON'S DISEASE, AND BRAIN INJURY. SINCE INCEPTION IN 2009, THE WELLNESS PROGRAMMING HAS EXPANDED TO VARIOUS GEOGRAPHICAL AREAS IN AND AROUND JACKSONVILLE, INCLUDING VOLUSIA COUNTY. FORM 990, PART III, LINE 4A: BROOKS SCHOOL RE-ENTRY PROGRAM INITIATED MANY YEARS AGO, THE BROOKS SCHOOL RE-ENTRY PROGRAM (BSRP) IS AN ONGOING PROGRAM WHICH MAXIMIZES A CHILD'S SUCCESSFUL TRANSITION BACK TO SCHOOL FOLLOWING A DISABLING ILLNESS OR INJURY AND MINIMIZES LOST ACADEMIC LEARNING WHILE IN THE INPATIENT SETTING. BSRP SERVES PATIENTS AT BOTH BRH AND BROOKS' OUTPATIENT CLINICS. BSRP ALSO ACCEPTS LIMITED COMMUNITY REFERRALS FROM LOCAL PHYSICIANS. THIS PROGRAM EMPLOYS A RE-ENTRY COORDINATOR WHO SERVES AS THE LIAISON BETWEEN BROOKS, THE SCHOOL SYSTEM, VARIOUS AGENCIES AND THE FAMILY. BSRP ALSO EMPLOYS A PART-TIME CLINICAL ASSISTANT. THE PROGRAM INCLUDES EDUCATIONAL PROGRAMS FOR CLASSMATES, SCHOOL PROFESSIONALS, AND FAMILIES TO BETTER HELP THEM UNDERSTAND THE CHALLENGES AND NEEDS OF A STUDENT TRANSITIONING BACK INTO SCHOOL AND THEIR COMMUNITY FOLLOWING A TRAUMATIC INJURY OR ILLNESS. INTERVENTIONS ARE PROVIDED AS NEEDED AND ARE DETERMINED BY THE INTERDISCIPLINARY TREATMENT TEAM FOR EACH INDIVIDUAL CHILD. IN 2013, THE PROGRAM SERVED A TOTAL OF 103 NEW PATIENTS; 98 FROM PUBLIC SCHOOLS AND 5 FROM PRIVATE SCHOOLS. THE SERVICES PROVIDED BY THIS PROGRAM IMPACTED 31 SCHOOL DISTRICTS IN 3 STATES. PARTNERSHIP SUPPORT BROOKS SUPPORTS NUMEROUS NONPROFITS WHOSE WORK IS STRATEGICALLY TIED TO OUR MISSION. WE PARTICIPATE IN THEIR HEALTH-RELATED ACTIVITIES, WALKS AND RUNS; CONTRIBUTE TO THEIR EDUCATIONAL EVENTS; AND PARTNER IN OFFERING NEEDED SERVICES. SOME OF THE COMMUNITY BASED ORGANIZATIONS WHO HAVE BENEFITED FROM OUR SUPPORT INCLUDE: THE INDEPENDENT LIVING RESOURCE CENTER, WHOSE FREE "LOAN CLOSET" OF NEEDED EQUIPMENT AND TOOLS FOR THE DISABLED HAS BEEN FUNDED BY BROOKS; RONALD MCDONALD HOUSE; AMERICAN CANCER SOCIETY, AMERICAN HEART ASSOCIATION, THE BRAIN INJURY ASSOCIATION OF FLORIDA, JUVENILE DIABETES RESEARCH FOUNDATION, THE ARTHRITIS FOUNDATION, MULTIPLE SCLEROSIS SOCIETY AND MANY OTHERS. BROOKS CONTINUES TO MAKE PAYMENTS ON ITS 5 YEAR COMMITMENT TO CONTRIBUTE $2.5 MILLION TO FIVE PROVIDERS' COMMUNITY BENEFIT ACTIVITIES. SPORTS OUTREACH IN AN EFFORT TO ENHANCE OUR COMMITMENT TO SPORTS THERAPY, BROOKS HAS BECOME THE OFFICIAL REHABILITATION PROVIDER FOR UNIVERSITY OF NORTH FLORIDA'S ATHLETIC PROGRAM. ATHLETES CAN BE TREATED AT OUR CENTER OF SPORTS THERAPY OR OTHER CONVENIENT CLINIC LOCATIONS. BROOKS ALSO OFFERS EDUCATIONAL PROGRAMS TEACHING STUDENTS HOW THEY CAN REDUCE THEIR CHANCES OF INJURY. OUTPATIENT TRANSPORTATION PATIENTS WITH DISABILITIES WHO NEED TRANSPORTATION TO AND FROM OUTPATIENT CENTERS AND WHO QUALIFY FOR CHARITY CARE ARE PROVIDED TRANSPORTATION FUNDED BY BROOKS COMMUNITY HEALTH. PATIENT PROVIDERS CAN SCHEDULE TRANSPORTATION FOR PATIENTS WHO NEED TO RECEIVE TREATMENT OR WHO ARE BEING REFERRED TO OTHER SERVICES 5 DAYS A WEEK. JACKSONVILLE SPORTS MEDICINE THIS PARTNERSHIP BETWEEN WOLFSON CHILDREN'S HOSPITAL, NEMOURS CHILDREN'S HOSPITAL, BROOKS, AND MANY LEADING ORTHOPEDIC SURGEONS SERVES THE DUVAL COUNTY SCHOOL SYSTEM BY FUNDING STAFF, SUPPORT SERVICES, AND FACILITATION OF SPORTS MEDICINE TO MANY HIGH SCHOOLS. THIS PROGRAM PREVENTS INJURIES BY CONDUCTING FREE SPORTS PHYSICALS TO HUNDREDS OF PUBLIC SCHOOL ATHLETES. IT ALSO PROVIDES EDUCATION AND TRAINING FOR EDUCATORS AND COACHES AT THE SCHOOLS TO INCREASE INJURY PREVENTION ACTIVITIES SUPPORT GROUPS BROOKS RECOGNIZES THAT RECOVERY OFTEN INVOLVES PHYSICAL AND PSYCHOLOGICAL AS WELL AS EMOTIONAL COMPONENTS. COMMUNITY-BASED GROUPS PLAY A CRITICAL ROLE IN THE RE-INTEGRATION AND COMPREHENSIVE REHABILITATION OF PEOPLE LIVING WITH DISABILITIES IN NORTHEAST FLORIDA AND SOUTHEAST GEORGIA. AS A RESULT, BROOKS OFFERS OR AIDS A VARIETY OF SUPPORT GROUPS TO ASSIST CURRENT AND FORMER PATIENTS IN REGAINING THEIR ABILITY TO LEAD SUCCESSFUL, INDEPENDENT LIVES. MANY OF OUR LEADERS SERVE AS CONTACT PERSONS AND ORGANIZERS FOR THESE GROUPS. BROOKS LENDS A RANGE OF SUPPORTING RESOURCES TO THESE GROUPS, SUCH AS MEETING ROOMS, PERMANENT OFFICE SPACE, KNOWLEDGE EXPERTS, CATERING SERVICES, AND OTHER EDUCATIONAL PROGRAMMING. BROOKS CURRENTLY MAINTAINS RELATIONSHIPS WITH THE ALS SUPPORT GROUP, GATEWAY STROKE CLUB, SPINAL CORD SUPPORT GROUP OF JACKSONVILLE, PERIPHERAL NEUROPATHY SUPPORT GROUP, AND THE JACKSONVILLE BRAIN INJURY SUPPORT GROUP. CELEBRATE INDEPENDENCE TM CELEBRATE INDEPENDENCE TM IS BROOKS' ANNUAL COMMUNITY CELEBRATION FOR FORMER PATIENTS AND FAMILIES, CARETAKERS, THERAPISTS, SERVICE PROVIDERS, STUDENTS, AND OTHERS INTERESTED IN THE NEEDS OF THE PHYSICALLY DISABLED. THE EVENT SERVES TO CELEBRATE INDIVIDUAL AND COMMUNITY ACCOMPLISHMENTS, AWARD THOSE MAKING A DIFFERENCE IN THE LIVES OF PERSONS WITH DISABILITIES, AND RAISE GENERAL AWARENESS OF THE ISSUES IN OUR AREA. THE EVENT INCLUDES EDUCATIONAL AND INFORMATIONAL EXHIBITS FOCUSING ON RECREATIONAL, CULTURAL, PSYCHOLOGICAL, AND PHYSICAL OPPORTUNITIES TO FURTHER RECOVERY AND IMPROVE QUALITY OF LIFE. BROOKS REHABILITATION OFFERS EDUCATIONAL OPPORTUNITIES FOR ALL CLINICIANS IN THE GREATER JACKSONVILLE AREA AT THIS EVENT. EACH PARTICIPANT IS ELIGIBLE FOR 2 CEU CREDITS AT NO COST. FORM 990, PART III, LINE 4A: THINKFIRST THINKFIRST IS A NATIONAL INJURY PREVENTION FOUNDATION FOUNDED BY AMERICA'S NEUROSURGEONS. BROOKS COLLABORATES WITH UF HEALTH AT JACKSONVILLE MEDICAL CENTER AND OTHERS IN THE MEDICAL COMMUNITY TO OFFER THIS BRAIN AND SPINAL CORD INJURY PROGRAM TO PUBLIC HIGH SCHOOL STUDENTS IN THE REGION. OUR THERAPISTS AND NURSES PROVIDE STUDENTS WITH INFORMATION ON BRAIN AND SPINAL CORD ANATOMY, MECHANISMS OF INJURY AND INJURY PREVENTION BEHAVIORS AND STRATEGIES. PERSONAL STORIES AND GUIDANCE ARE SHARED TO HELP THE TEENS MAKE SAFE, RESPONSIBLE CHOICES AND DECREASE THE LIKELIHOOD OF BECOMING A VICTIM OF A DEVASTATING ACCIDENT RESULTING IN A BRAIN OR SPINAL CORD INJURY. YOUTH LEADERSHIP JACKSONVILLE AND JACKSONVILLE HEALTH AND HUMAN SERVICES IN 2013 BROOKS HOSTED STUDENTS FROM THE YOUTH LEADERSHIP JACKSONVILLE PROGRAM - FIFTY OF THE COMMUNITY'S BEST AND BRIGHTEST FUTURE LEADERS. STUDENTS WERE EXPOSED TO REHABILITATION CENTERED EDUCATIONAL PROGRAMS IN BOTH THE INPATIENT AND OUTPATIENT SETTINGS IN ADDITION TO PREVENTION MESSAGES FROM STAFF AND FORMER PATIENTS. STUDENTS WERE ALSO PROVIDED INFORMATION ON HOW TO RELATE TO AND UNDERSTAND THE NEEDS OF A PEER WITH A DISABILITY. THIS EDUCATIONAL EXPERIENCE INCLUDED INVITED SPEAKERS FROM THE BROOKS' STAFF AND ADMINISTRATION, CURRENT AND FORMER PATIENT TESTIMONIALS, AND THERAPY DEMONSTRATIONS. FALLS PREVENTION PROGRAM BROOKS HAS DEVELOPED A FALLS PREVENTION PROGRAM THAT PROVIDES EDUCATIONAL RESOURCES FOR THE COMMUNITY TO DECREASE THE INCIDENCE OF FALLS IN THE OLDER OR FRAIL POPULATION. EDUCATIONAL CLASSES AND FITNESS TRAINING ARE OFFERED TO THE COMMUNITY TO RAISE THE AWARENESS OF RISKY BEHAVIORS AND PREVENTATIVE MEASURES. D. EDUCATION FOR HEALTH CARE PROFESSIONALS $817,792 STUDENT NURSE ROTATIONS TO HELP ADDRESS THE CRITICAL NURSING SHORTAGE IN FLORIDA, BROOKS HAS PARTNERED WITH UNF, FLORIDA COMMUNITY COLLEGE AT JACKSONVILLE AND A CONSORTIUM OF LOCAL HOSPITALS TO EXPAND THE COMMUNITY'S NURSING EDUCATION PROGRAMS. BROOKS PROVIDES SCHOLARSHIPS ENABLING COMMUNITY NURSES TO ACHIEVE A BACHELORS OF SCIENCE DEGREE IN NURSING. PLUS MORE THAN 200 NURSES FROM THE UNIVERSITY OF NORTH FLORIDA, JACKSONVILLE UNIVERSITY AND FLORIDA COMMUNITY COLLEGE AT JACKSONVILLE HAVE PARTICIPATED IN CLINICAL REHABILITATION-FOCUSED ROTATIONAL SHIFTS WITHIN BROOKS FOR HANDS-ON TRAINING. CONTINUING EDUCATION THE BROOKS INSTITUTE FOR HIGHER LEARNING PROVIDES OVER 40 POST-PROFESSIONAL CONTINUING EDUCATION COURSES FOR REHABILITATION PRACTITIONERS. COURSE OFFERINGS ARE AVAILABLE IN A WIDE VARIETY OF SPECIALTY AREAS INCLUDING, BUT NOT LIMITED TO, ORTHOPEDICS, NEUROLOGY, WOMEN'S HEALTH, PEDIATRICS, AND GERIATRICS. OUR FACULTY CONSISTS OF BOTH NATIONALLY RENOWNED EXPERTS FROM AROUND THE COUNTRY, AS WELL AS NATIONALLY RECOGNIZED CLINICAL EXPERTS THAT CURRENTLY PRACTICE AT BROOKS REHABILITATION. RESIDENCY AND FELLOWSHIP PROGRAMS THE BROOKS INSTITUTE FOR HIGHER LEARNING CURRENTLY OFFERS TWO PHYSICAL THERAPY RESIDENCIES IN ORTHOPEDICS AND PEDIATRICS, TWO MULTIDISCIPLINARY RESIDENCIES IN NEUROLOGY AND GERIATRICS (AVAILABLE TO PTS, OTS, RNS, AND SLPS), AND A FELLOWSHIP PROGRAM IN ORTHOPAEDIC MANUAL PHYSICAL THERAPY. THERAPISTS WHO COMPLETE A CLINICAL RESIDENCY PROGRAM AND/OR CLINICAL FELLOWSHIP PROGRAM GENERALLY DEMONSTRATE SUPERIOR CLINICAL SKILLS, ADVANCED KNOWLEDGE IN A SPECIFIC AREA OF CLINICAL PRACTICE AND THE ABILITY TO ACT AS ADVOCATES AND EDUCATORS TO THEIR PEERS AND PATIENTS. PHYSICAL THERAPY EDUCATOR PROGRAM IN APRIL OF 2008, BROOKS ENTERED INTO A PARTNERSHIP WITH THE UNF DEPARTMENT OF PHYSICAL THERAPY TO PROVIDE 2 BROOKS PHYSICAL THERAPISTS AS ASSISTANT PROFESSORS IN PT. DUE TO THE EXPERTISE OF BROOKS' PRACTICING CLINICIANS AND THE GROWING NEED FOR PHYSICAL THERAPISTS GRADUATING FROM LOCAL COLLEGES AND UNIVERSITIES TO BE WELL-TRAINED AND READY FOR CLINICAL CARE, THIS EDUCATIONAL INITIATIVE WILL USE TWO BROOKS PHYSICAL THERAPISTS AS PART-TIME EDUCATORS AT UNF TO ASSIST UNIVERSITY FACULTY IN ANATOMY AND CLINICAL SKILLS LABS FOR PHYSICAL THERAPY STUDENTS IN 2013, BROOKS CREATED A PARTNERSHIP WITH JACKSONVILLE UNIVERSITY TO DEVELOP MORE ROBUST EDUCATION IN SPEECH LANGUAGE PATHOLOGY. THE BROOKS REHABILITATION SPEECH LANGUAGE PATHOLOGY PROGRAM OFFERS A MASTER'S PROGRAM WITH BROOKS THERAPISTS ACTING AS FACULTY. THIS UNIQUE PROGRAM ALSO PROVIDES RESEARCH OPPORTUNITIES IN SPEECH REHABILITATION. FUTURE DIRECTION IN 2012, BROOKS REHABILITATION COLLABORATED WITH THE HEALTH PLANNING COUNCIL OF NORTHEAST FLORIDA, FOUR OTHER AREA NON-PROFIT HEALTH SYSTEMS (NINE HOSPITALS TOTAL), AND FOUR PUBLIC HEALTH DEPARTMENTS TO FORM THE JACKSONVILLE METROPOLITAN COMMUNITY BENEFIT PARTNERSHIP. THE PARTNERSHIP CONDUCTED THE FIRST EVER MULTI-HOSPITAL SYSTEM AND PUBLIC HEALTH SECTOR COLLABORATIVE HEALTH NEEDS ASSESSMENT. THE PARTNERSHIP'S VISION IS TO IMPROVE POPULATION HEALTH IN THE REGION BY ELIMINATING THE GAPS THAT PREVENT ACCESS TO QUALITY, INTEGRATED HEALTH CARE AND TO IMPROVE ACCESS TO RESOURCES THAT SUPPORT A HEALTHY LIFESTYLE. AS A RESULT OF THIS COMMUNITY HEALTH NEEDS ASSESSMENT, BROOKS REHABILITATION IS FOCUSING ON 4 KEY AREAS TO MEET THE HEALTHCARE NEEDS OF THE COMMUNITY: -PHYSICAL ACTIVITY, THROUGH OUR ADAPTIVE SPORTS AND WELLNESS PROGRAMS -STROKE, THROUGH CONTINUING TREATMENT AND EDUCATION ACROSS THE BROOKS SYSTEM OF CARE -MENTAL HEALTH AND DEPRESSION, THROUGH ENGAGEMENT WITH OUR COMMUNITY BASED PROGRAMS -SPINAL CORD AND BRAIN INJURY, THROUGH OUR SPECIALIZED THERAPY PROGRAMS AND COMMUNITY PROGRAMS THAT SERVE THESE POPULATIONS ANNUAL METRICS HAVE BEEN ESTABLISHED FOR EACH OF THESE KEY AREAS, WHICH WILL BE MONITORED FOR A THREE YEAR PERIOD, 2012-2015. AFTER THE THREE YEAR PERIOD, ANOTHER COMMUNITY ASSESSMENT WILL BE CONDUCTED IN ORDER TO UPDATE THE POPULATION HEALTH INFORMATION. SAMUEL WELLS MOB LLC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 454274287 REAL ESTATE HOLDING FL 20182 763765 N/A GENESIS REHABILITATION HOSPITAL INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 593284221 HEALTHCARE / REHAB CARE FL 501(C)(3) LINE 3 GENESIS HEALTH INC 1 PHYSICAL MEDICINE SPECIALISTS INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 593530305 HEALTHCARE / PHYSICIANS FL 501(C)(3) LINE 11A, I GENESIS REHABILITATION HOSPITAL INC 1 BROOKS HOME CARE ADVANTAGE INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 262216181 HEALTHCARE / HOME THERAPY FL 501(C)(3) LINE 9 GENESIS HEALTH INC 1 GENESIS HEALTH DEVELOPMENT INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 592249372 HEALTHCARE / REHAB THERAPY FL 501(C)(3) LINE 9 GENESIS HEALTH INC 1 BROOKS SKILLED NURSING INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 264561148 HEALTHCARE / SKILLED NURSING FL 501(C)(3) LINE 9 GENESIS HEALTH INC 1 BROOKS SKILLED NURSING FACILITY A INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 272153586 HEALTHCARE / SKILLED NURSING FL 501(C)(3) LINE 3 BROOKS SKILLED NURSING INC 1 BROOKS SKILLED NURSING FACILITY B INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 452623130 HEALTHCARE / SKILLED NURSING FL 501(C)(3) PENDING BROOKS SKILLED NURSING INC 1 THE GENESIS HEALTH FOUNDATION INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 592249340 SUPPORT / FUNDRAISING FL 501(C)(3) LINE 7 GENESIS HEALTH INC 1 BROOKS SKILLED NURSING FACILITY HOLDINGS A INC 1301 RIVERPLACE BLVD 1500 JACKSONVILLE FL 32207 272187557 REAL ESTATE HOLDING FL 501(C)(3) LINE 11A, I BROOKS SKILLED NURSING INC 1 BROOKS SKILLED NURSING FACILITY HOLDINGS B INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 452623488 REAL ESTATE HOLDING FL 501(C)(3) PENDING BROOKS SKILLED NURSING INC 1 BROOKS REHABILITATION CLINICAL RESEARCH CENTER INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 452094888 RESEARCH FL 501(C)(3) PENDING GENESIS HEALTH INC 1 ST AUGUSTINE MOB LTD 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 593397507 REAL ESTATE HOLDING FL GH MEDICAL SERVICES INC EXCLUDED 232610 5063882 0 0 1.00000 PENMAN PLAZA ASSOCIATES LTD 3715 NORTHSIDE PKWY BLDG 300 105 ATLANTA GA 30327 581920735 REAL ESTATE HOLDING FL GH PARTNERSHIP HOLDINGS PPA INC EXCLUDED 1955256 10982871 0 1 0.51000 GH HOLDINGS INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 593007328 HOLDING COMPANY FL N/A C -14568 -21741529 1.00000 1 GH MANAGEMENT INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 592387438 HOLDING COMPANY FL GH HOLDINGS INC C 1.00000 1 GENESIS MANAGEMENT SERVICES INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 592183211 MANAGEMENT SERVICES FL GH HOLDINGS INC C 1.00000 1 GH MEDICAL SERVICES INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 592742895 MEDICAL SERVICES FL GH HOLDINGS INC C -245017 615170 1.00000 1 GH PARTNERSHIP HOLDINGS PPA INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 593075438 INVESTMENT HOLDINGS FL GH HOLDINGS INC C 6194487 1.00000 1 1 0 1 1 1 0 0 0 0 1 0 1 0 1 1 1 1 1 1 GENESIS HEALTH DEVELOPMENT INC A 1387184 CASH PHYSICAL MEDICINE SPECIALISTS INC A 57672 CASH BROOKS SKILLED NURSING INC D 376842 INTERCOMPANY REC. BROOKS SKILLED NURSING FACILITY A INC D 91123 INTERCOMPANY REC. GENESIS REHABILITATION HOSPITAL INC E 30529815 INTERCOMPANY PAY. THE GENESIS HEALTH FOUNDATION INC E 4985693 INTERCOMPANY PAY. BROOKS HOME CARE ADVANTAGE INC E 7184358 INTERCOMPANY PAY. BROOKS SKILLED NURSING FACILITY HOLDINGS A INC E 2175943 INTERCOMPANY PAY. GENESIS HEALTH DEVELOPMENT INC L 1358049 INTERCO. ALLOCATION GENESIS REHABILITATION HOSPITAL INC L 10049188 INTERCO. ALLOCATION PHYSICAL MEDICINE SPECIALISTS INC L 359970 INTERCO. ALLOCATION BROOKS HOME CARE ADVANTAGE INC L 673188 INTERCO. ALLOCATION BROOKS SKILLED NURSING INC L 85000 INTERCO. ALLOCATION BROOKS SKILLED NURSING FACILITY A INC L 546282 INTERCO. ALLOCATION SCHEDULE R, PART III: GENESIS HEALTH, INC. OWNES 100% OF THE ST. AUGUSTINE MOB, LTD. PARTNERSHIP INDIRECTLY THROUGH ITS OWNERSHIP OF TWO SEPARATE ENTITIES TREATED AS CORPORATIONS. SCHEDULE R, PART IV: ALL CORPORATIONS LISTED ON SCHEDULE R, PART IV ARE CONSOLIDATED FOR FEDERAL INCOME TAX PURPOSES. GH HOLDINGS, INC. ACTS AS THE CORPORATE PARENT FOR THE GROUP, AND ALL APPLICABLE INCOME AND DEDUCTION ITEMS ARE ELIMINATED IN CONSOLIDATION. AMOUNTS PRESENTED ON PART IV ARE SHOWN PRE-CONSOLIDATION.