WINTER HAVEN HOSPITAL FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WINTER HAVEN HOSPITAL FOUNDATION INC (EIN 03-0406130)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-07-30
- IRS object ID
- 201312119349300626
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-30T11:03:49-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621517792 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERSHING YOAKLEY & ASSOCIATES PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2963 GULF TO BAY BLVD STE 267 | AddressLine1 |
| City | CLEARWATER | City |
| State | FL | State |
| ZIP Code | 337594255 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030406130 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mid-Florida Medical Services Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MID- | NameControl |
| Phone | 8632931121 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Ave F NE | AddressLine1 |
| City | Winter Haven | City |
| State | FL | State |
| ZIP Code | 33881 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joel Thomas | Name |
| Title | Vice President | Title |
| Phone | 8632931121 | Phone |
| Date Signed | 2013-07-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Terry Haefner | Name |
| PTIN | P01258953 | PTIN |
| Phone | 7274427110 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Winter Haven Hospital Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Joel Thomas | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Ave F NE | AddressLine1 |
| City | Winter Haven | City |
| State | FL | State |
| ZIP Code | 33881 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3654725 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.mfms.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2002 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | Mid-Florida Medical Services Foundation raises philanthropic funds to support Winter Haven Hospital's healthcare mission. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 85 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2989616 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2157031 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 436482 | InvestmentIncomePriorYear |
| Investment Income Current Year | 321153 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 14159 | OtherRevenuePriorYear |
| Other Revenue Current Year | -81535 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3440257 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2396649 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2163061 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1119859 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12099 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11919 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 83214 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 552505 | OtherExpensePriorYear |
| Other Expenses Current Year | 291493 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2727665 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1423271 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 712592 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 973378 | RevenuesLessExpensesCY |
| Total Assets BOY | 13462472 | TotalAssetsBOY |
| Total Assets EOY | 16905026 | TotalAssetsEOY |
| Total Liabilities BOY | 186022 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1848366 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13276450 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15056660 | NetAssetsOrFundBalancesEOY |
| Mission Description | Mid-Florida Medical Services Foundation raises philanthropic funds to support Winter Haven Hospital, Inc's healthcare mission. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1164654 | Expense |
| Grants | 1062861 | Grants |
| Revenue | 92906 | Revenue |
| Description | Mid-Florida Medical Services Foundation, Inc. (The "Foundation"), is a not-for-profit charitable organization whose primary purpose is to raise philanthropic funds to support Winter Haven Hospital, Inc.'s healthcare mission. The Foundation is currently administering a major gifts campaign designed to acquire funding for a number of hospital initiatives including:1. Support and upgrades for various hospital departments, including the Cassidy Cancer Center, Stroke Center, Bostick Heart Center and the Center for Urology.2. Expanding the number of physicians serving the community where shortages exist based on population need. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grants | 51498 | Grants |
| Description | The Foundation provides scholarships to employees and to members of the community. Employees of Winter Haven Hospital are awarded scholarships based on the needs of the organization. In order for an employee to receive a scholarship, applicants must have been employed by the hospital for two years, receive positive reference from their manager, attend an accredited school, and meet performance standards on their annual performance evaluation. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grants | 5500 | Grants |
| Description | The Foundation provides support for community organizations including the local nursing school to ensure continued excellence in the supply of nursing professionals and the American Cancer Society. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1164654 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 0 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joel Thomas | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8632931121 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Avenue F NE | AddressLine1 |
| City | Winter Haven | City |
| State | FL | State |
| ZIP Code | 33881 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| Eric Adamson | |||||||
| Chairman | 2.00 | X | 0 | 0 | 0 | ||
| Lynn Oakley | |||||||
| 1st Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| Bud Strang | |||||||
| 2nd Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| William G Bill Burns | |||||||
| Secretary/Treasurer | 2.00 | X | 0 | 0 | 0 | ||
| Steve Cassidy | |||||||
| Member | 2.00 | X | 0 | 0 | 0 | ||
| Mike Compton | |||||||
| Member | 2.00 | X | 0 | 0 | 0 | ||
| Dorothy Griffin | |||||||
| Member | 2.00 | X | 0 | 0 | 0 | ||
| Alan Gustafson | |||||||
| Member | 2.00 | X | 0 | 0 | 0 | ||
| Cindy Henry | |||||||
| Member | 2.00 | X | 0 | 0 | 0 | ||
| Don Ingram | |||||||
| Immediate Past Chairman | 2.00 | X | 0 | 0 | 0 | ||
| David Johnson | |||||||
| Member | 2.00 | X | 0 | 0 | 0 | ||
| Charles W McPherson | |||||||
| Member | 2.00 | X | 0 | 0 | 0 | ||
| Steve Saterbo | |||||||
| Member | 2.00 | X | 0 | 0 | 0 | ||
| Lauren Schwenk | |||||||
| Member | 2.00 | X | 0 | 0 | 0 | ||
| Richard Straughn | |||||||
| Member | 2.00 | X | 0 | 0 | 0 | ||
| Brian Swain | |||||||
| Member | 2.00 | X | 0 | 0 | 0 | ||
| Bet Tucker | |||||||
| Member | 2.00 | X | 0 | 0 | 0 | ||
| Lance Anastasio | |||||||
| President & CEO | 2.00 | 0 | 531933 | 27356 | X | ||
| Dave MacDougall | |||||||
| Vice President/CFO | 2.00 | 0 | 298995 | 36819 | X | ||
| Joel Thomas | |||||||
| Vice President | 2.00 | 0 | 153080 | 31405 | X | ||
| John Parman | |||||||
| Vice President/Corporate Counsel | 2.00 | 0 | 177066 | 23464 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1161074 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 119044 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 664913 | FundraisingEvents |
| All Other Contributions | 1492118 | AllOtherContributions |
| Noncash Contributions | 183424 | NoncashContributions |
| Total Contributions | 2157031 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 293153 | TotalRevenueColumn |
| Exclusion | $293,153 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1081995 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1053995 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 28000 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28000 | TotalRevenueColumn |
| Exclusion | $28,000 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 29640 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 664913 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 204081 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -174441 | TotalRevenueColumn |
| Exclusion | -$174,441 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Nursing Research | 561000 | 77770 | 77770 |
| Health Fairs | 561000 | 15136 | 15136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 92906 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2396649 | TotalRevenueColumn |
| Related Or Exempt Function Income | 92906 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $146,712 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1068361 | Total |
| Program Services | 1068361 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51498 | Total |
| Program Services | 51498 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1887 | Total |
| Management And General | 868 | ManagementAndGeneral |
| Fundraising | 1019 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 774 | Total |
| Management And General | 356 | ManagementAndGeneral |
| Fundraising | 418 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9258 | Total |
| Management And General | 4259 | ManagementAndGeneral |
| Fundraising | 4999 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142182 | Total |
| Management And General | 65404 | ManagementAndGeneral |
| Fundraising | 76778 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22000 | Total |
| Management And General | 22000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32759 | Total |
| Management And General | 32759 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5085 | Total |
| Management And General | 5085 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6128 | Total |
| Management And General | 6128 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5038 | Total |
| Management And General | 5038 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Nursing Research | 32015 | 32015 | |
| Property Taxes | 27618 | 27618 | |
| Bad Debt | 6084 | 6084 | |
| Bank Charges | 3669 | 3669 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8915 | Total |
| Program Services | 6696 | ProgramServices |
| Management And General | 2219 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1423271 | Total |
| Program Services | 1164654 | ProgramServices |
| Management And General | 175403 | ManagementAndGeneral |
| Fundraising | 83214 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 447026 | BOY |
| EOY | 501105 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 266901 | BOY |
| EOY | 95033 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2700000 | BOY |
| EOY | 2700000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28583 | BOY |
| EOY | 30026 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4790139 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9661 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3002157 | BOY |
| EOY | 4780478 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6733890 | BOY |
| EOY | 8493814 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 283915 | BOY |
| EOY | 304570 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13462472 | BOY |
| EOY | 16905026 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 811 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78550 | BOY |
| EOY | 1777570 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107472 | BOY |
| EOY | 69985 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 186022 | BOY |
| EOY | 1848366 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11444085 | BOY |
| EOY | 13035542 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 865966 | BOY |
| EOY | 1054719 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 966399 | BOY |
| EOY | 966399 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13276450 | BOY |
| EOY | 15056660 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13462472 | BOY |
| EOY | 16905026 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 973378 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 806832 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Winter Haven Hospital Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590724462 | EIN |
| Type Of Organization | 3 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Amount | $1,057,656 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 1057656 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9435637 | BeginningOfYearBalance |
| Contributions | 1154253 | Contributions |
| Investment Earnings Or Losses | 701525 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 51498 | GrantsOrScholarships |
| Other Expenditures | 57246 | OtherExpenditures |
| Administrative Expenses | 214516 | AdministrativeExpenses |
| End Of Year Balance | 10968155 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8780241 | BeginningOfYearBalance |
| Contributions | 3015639 | Contributions |
| Investment Earnings Or Losses | 72400 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 58336 | GrantsOrScholarships |
| Other Expenditures | 2041736 | OtherExpenditures |
| Administrative Expenses | 332571 | AdministrativeExpenses |
| End Of Year Balance | 9435637 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4110450 | BeginningOfYearBalance |
| Contributions | 128251 | Contributions |
| Investment Earnings Or Losses | 374157 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 13524 | GrantsOrScholarships |
| End Of Year Balance | 4599334 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3324387 | BeginningOfYearBalance |
| Contributions | 592125 | Contributions |
| Investment Earnings Or Losses | 245307 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 51369 | GrantsOrScholarships |
| End Of Year Balance | 4110450 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.81570 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.09620 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08810 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 3000019 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1700000 | OtherCostOrOtherBasis |
| Book Value | 4700019 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 76690 | OtherCostOrOtherBasis |
| Depreciation | 3835 | Depreciation |
| Book Value | 72855 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6761 | OtherCostOrOtherBasis |
| Depreciation | 5826 | Depreciation |
| Book Value | 935 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6669 | OtherCostOrOtherBasis |
| Book Value | 6669 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4780478 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Due to Winter Haven Hospital | Description |
| Amount | $69,985 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 69985 | TotalOfAmounts |
| Total Revenue | 2396649 | TotalRevenue |
| Total Expenses | 1423271 | TotalExpenses |
| Excess Or Deficit For Year | 973378 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 639293 | NetUnrealizedGLOnInvestments |
| Other | $167,539 | OtherAmount |
| Total Adjustments | 806832 | TotalAdjustments |
| Excess Or Deficit Per FS | 1780210 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2882114 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 607389 | NetUnrealizedGainsInvestments |
| Other Revenues | 143669 | OtherRevenues |
| Revenue Not Rptd F990 | 751058 | RevenueNotRptdF990 |
| Revenue Subtotal | 2131056 | RevenueSubtotal |
| Other Revenues Not Included | 265593 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 265593 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2396649 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1458196 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 34925 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 34925 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1423271 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1423271 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | The endowment funds are used for both capital improvements and scholarships. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X: | Income taxes: The Foundation received tax-exempt status under Section 501(c)(3) of the Internal Revenue Code (the Code) on May 20, 2004. The Code provides for taxation of unrelated business income under certain circumstances. The Foundation has no unrelated business income. The Foundation files a Form 990 (Return of Organization Exempt from Income Tax) annually. When the return is filed, it is certain that some positions taken would be sustained upon examination by the taxing authorities, while others are subject to uncertainty about the merits of the position taken or the amount of the position that would ultimately be sustained. Examples of tax positions common to foundations include such matters as the tax-exempt status of each entity and various positions relative to potential sources of unrelated business taxable income. Tax positions are not offset or aggregated with other positions. Tax positions that meet the "more likely than not" recognition threshold are measured as the largest amount of tax benefit that is more than 50 percent likely to be realized on settlement with the applicable taxing authority. Upon the adoption of the FASB-issued guidance and as of September 30, 2012 and 2011, there were no unrecognized tax benefits identified and recorded as a liability. Tax returns for the years 2009 to 2011 are open to review by federal and state authorities. |
| Part XI, Line 8 - Other Adjustments: | Transfer from Winter Haven Hospital 167,539. | |
| Part XII, Line 2d - Other Adjustments: | Satisfaction of Donor Restrictions 108,744. Revenue Netted with Expenses 34,925. | |
| Part XII, Line 4b - Other Adjustments: | Contributions Included in Net Assets 194,643. Investment Income 31,938. Special Event Revenue 39,012. | |
| Part XIII, Line 2d - Other Adjustments: | Expenses Netted with Revenues 34,925. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Gala | NameOfEvent1 |
| Gross Receipts Event1 | 627826 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 618826 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 9000 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 931 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 30043 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 30000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 96846 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Mountain Lake Golf Tournament | NameOfEvent2 |
| Gross Receipts Event2 | 45316 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 27748 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 17568 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 4602 | CashPrizesEvent2 |
| Rent Facility Costs Event2 | 15600 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 3487 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 11235 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 21411 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 18339 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 3072 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 1440 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 2910 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 1961 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 5027 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 694553 | GrossReceiptsTotal |
| Charitable Contributions Total | 664913 | CharitableContributionsTotal |
| Gross Revenue Total Events | 29640 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 4602 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 1440 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 19441 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 35491 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 30000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 113108 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 204082 | DirectExpenseSummaryEvents |
| Net Income Summary | -174442 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Winter Haven Hospital | |||||||
| 200 Ave F NE | Winter Haven | FL | 33881 | 590724462 | 501(c)(3) | 1012860 | To provide general support to Winter Haven Hospital. |
| WJ Weiser & Associates | |||||||
| 1100 E Woodfield Road Suite 520 | Schaumburg | IL | 60173 | 363996411 | 50000 | To provide support for RAMSES meeting | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships | TypeOfGrant |
| Number Of Recipients | 48 | NumberOfRecipients |
| Amount Of Cash Grant | 51498 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Mid-Florida Medical Services Foundation provides support to Winter Haven Hospital as part of its exempt purpose. These grants were used to purchase specialized equipment for the Winter Haven Hospital Stroke Center and also to support various other areas of the hospital. Mid-Florida Medical Services Foundation also provides scholarships to employees of Winter Haven Hospital that are awarded based on the needs of the organization. In order to receive a scholarship applicants must have been employed by the hospital for two years, receive positive reference from their manager, attend an accredited school, and meet performance standards on their annual performance evaluation. Mid-Florida Medical Services Foundation also provided other scholarships to members of the community. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lance Anastasio | |||||||||||||
| 0 | 465292 | 0 | 46900 | 0 | 19741 | 0 | 16270 | 0 | 11086 | 0 | 559289 | 0 | 0 |
| Dave MacDougall | |||||||||||||
| 0 | 267662 | 0 | 27300 | 0 | 4033 | 0 | 15404 | 0 | 21415 | 0 | 335814 | 0 | 0 |
| Joel Thomas | |||||||||||||
| 0 | 136412 | 0 | 14100 | 0 | 2568 | 0 | 10287 | 0 | 21118 | 0 | 184485 | 0 | 0 |
| John Parman | |||||||||||||
| 0 | 175680 | 0 | 0 | 0 | 1386 | 0 | 12659 | 0 | 10805 | 0 | 200530 | 0 | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 400 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 135162 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Various Gala Auction Items | Description |
| Number Of Contributions | 76 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 47862 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 6 | The sole member of Mid-Florida Medical Services Foundation, Inc. is Winter Haven Hospital, Inc. | |
| Form 990, Part VI, Section A, line 7a | The Trustees of the Corporation shall be elected by the Officers of the Winter Haven Hospital, Inc., the sole member, at its annual meeting each year for staggered three (3) year terms. No Trustee shall serve more than two consecutive three year terms; however, a former Trustee shall again become eligible for Board membership following a lapse of one year after expiration of his last term of office. | |
| Form 990, Part VI, Section A, line 7b | Any changes to the Bylaws or Articles of Incorporation of Mid-Florida Medical Services Foundation, Inc. must be approved by the Officers of the Board of Directors of Winter Haven Hospital, Inc. Furthermore the Board of Trustees of Winter Haven Hospital, Inc. have the authority to approve the annual operating budget of the Foundation. | |
| Form 990, Part VI, Section B, line 11 | The Executive Director of Accounting and CFO of Mid-Florida Medical Services Foundation intially reviewed Form 990. After their review was completed, the final Form 990 was then presented and made available to all Board Members including all voting members of the governing body. | |
| Form 990, Part VI, Section B, line 12c | The Chairman of the Board of Directors inquires at least annually if there are any conflicts of interest. In addition all officers, directors, trustees and key employees are required to sign a conflict of interest statement annually. | |
| Form 990, Part VI, Section B, line 15 | The Executive Compensation Committee of the Board of Directors sets compensation for the President and Vice Presidents of the hospital. The Executive Compensation Committee consists of four Board members, all of whom are independent. The Executive Compensation Committee has used the consulting firm of Sullivan and Cotter to advise them about executive compensation and to provide them with comparability data. Minutes of the Executive Compensation Committee meetings are kept and retained at the Hospital. | |
| Form 990, Part VI, Section C, line 19 | The finanical statements of Mid-Florida Medical Services Foundation, Inc. are made availabe to the public upon request. The organization's governing documents and conflict of interest policy are not made available to the public. | |
| Form 990, Part XI, line 5: | Net unrealized gains on investments: 639,293. Transfer from Winter Haven Hospital 167,539. Total to Form 990, Part XI, Line 5: 806,832. | Changes in Net Assets or Fund Balances: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mid-Florida Medical Services Inc | |||||||||||
| 200 Ave F NE | Winter Haven | FL | 33881 | 592486580 | Support Organization | FL | 501(c)(3) | 11A - Type 1 | N/A | 0 | |
| Winter Haven Hospital Inc | |||||||||||
| 200 Ave F NE | Winter Haven | FL | 33881 | 590724462 | Medical Services | FL | 501(c)(3) | 3 | 0 | Mid-Florida Medical Services Inc | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |