2026-05-14T08:40:16-05:00 2025-06-30 991856619 GRANT THORNTON ADVISORS LLC 5955 TG LEE BLVD SUITE 200 ORLANDO FL 32822 990 2024-07-01 593238634 H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL INC HLEE 8137454673 12902 MAGNOLIA DRIVE TAMPA FL 33612 JOANNA WEISS EVP/CFO 8137451188 2026-05-12 1 0 MICHELE N MELCHIOR P00488037 4074815100 2024 2025-03-06 01:10:19Z SARABDEEP SINGH 12902 MAGNOLIA DRIVE TAMPA FL 33612 2640741405 0 X WWW.MOFFITT.ORG X 1994 FL TO CONTRIBUTE TO THE PREVENTION AND CURE OF CANCER. 16 16 6726 848 0 0 25372698 32014184 2238321568 2607412487 476446 18818 1922813 1239036 2266093525 2640684525 20656427 19081912 0 0 631063126 688267238 0 0 0 1212230551 1479642947 1863950104 2186992097 402143421 453692428 457172681 517116702 129138879 145392219 328033802 371724483 X THE PRIMARY PURPOSE OF THE H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL, INC. ("HOSPITAL") IS TO CONTRIBUTE TO THE PREVENTION AND CURE OF CANCER. 0 0 1925889821 19081912 2607657486 H. LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE HOSPITAL, INC. (THE "HOSPITAL") IS LOCATED ON THE CAMPUS OF THE UNIVERSITY OF SOUTH FLORIDA IN TAMPA, FL. SINCE OPENING IN 1986, THE HOSPITAL HAS BEEN GUIDED BY ONE MISSION, "TO CONTRIBUTE TO THE PREVENTION AND CURE OF CANCER." THE CANCER CENTER, WHICH INCLUDES H. LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE, INC. AND ITS SUBSIDIARIES, IS A LEADING NATIONAL CANCER INSTITUTE (NCI) COMPREHENSIVE CANCER CENTER - ONE OF ONLY 49 IN THE NATION TO HOLD THIS DISTINCTION. THE HOSPITAL IS A TOP 10 CANCER HOSPITAL AND HAS BEEN NATIONALLY RANKED BY U.S. NEWS & WORLD REPORT SINCE 1999. WITH MORE THAN 9,000 EMPLOYEES, THE CANCER CENTER HAS AN ECONOMIC IMPACT ON FLORIDA OF $2.5 BILLION. RESEARCH IS CRITICAL TO THE CANCER CENTER'S MISSION.MUCH OF OUR CLINICAL TRIALS AND STUDIES ARE DONE THROUGH COLLABORATION BETWEEN THE CANCER CENTER'S RESEARCHERS AND PHYSICIANS WHO FOCUS ON COMPREHENSIVE CANCER TREATMENT. THE CLINICAL TRIALS AND STUDIES EXPLORE NEW MEDICAL DISCOVERIES OR NEW WAYS TO USE EXISTING TREATMENTS TO IMPROVE PATIENT CARE. EVERY PARTICIPANT HELPS TAKE US ONE STEP CLOSER TO THAT NEXT BIG BREAKTHROUGH IN CANCER TREATMENT. REIMBURSEMENT IS ALSO CRITICAL TO THE HOSPITAL'S OPERATIONS. HOWEVER, THE CANCER CENTER RECOGNIZES ITS RESPONSIBILITY TO PROVIDE SERVICES AND EDUCATION TO THOSE NEEDING SPECIALIZED RESEARCH CAPABILITIES. PATIENTS WHO MEET ITS MEDICAL AND SURGICAL PROTOCOLS AND DO NOT HAVE THE ABILITY TO PAY WILL BE TREATED, IF SUCH PROTOCOLS ARE NOT AVAILABLE IN THEIR COMMUNITY.IT IS THIS COMMITMENT THAT GUIDES THE HOSPITAL TO:1) PROVIDE CARE FOR PATIENTS COVERED BY GOVERNMENTAL PROGRAMS BELOW COST;2) PROVIDE FREE CHARITY CARE FOR THOSE WHO CANNOT PAY;3) PROVIDE ONCOLOGY SPECIALIZATION TO THE STATE OF FLORIDA THROUGH INVOLVEMENT IN INVESTIGATIONAL PROTOCOLS, EDUCATION OF FUTURE PHYSICIANS AND CONTINUING PROFESSIONAL EDUCATION FOR PHYSICIANS AND OTHER ALLIED HEALTH CARE PROFESSIONALS; AND4) TAKE A LEADERSHIP ROLE IN CANCER PREVENTION AND SCREENING ACTIVITIES.THE HOSPITAL IS A CRITICAL RESOURCE FOR THE STATE OF FLORIDA, WHICH RANKS SECOND IN THE NATION IN BOTH CANCER INCIDENCE AND MORTALITY. THE HOSPITAL IS LICENSED FOR 346 BEDS AND DEVOTES MORE THAN 2 MILLION SQUARE FEET TO RESEARCH AND PATIENT CARE. ADDITIONALLY, THE CANCER CENTER PROVIDES A WIDE ARRAY OF OUTREACH AND EDUCATIONAL ACTIVITIES FOR THE GENERAL PUBLIC AND SELECT UNDERSERVED POPULATIONS. IN FISCAL YEAR 2025, THE HOSPITAL RECORDED 31,403 NEW PATIENTS, 713,757 OUTPATIENT VISITS AND 12,558 ADMISSIONS. 1925889821 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 331 0 1 6726 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X JOANNA WEISS 8137451188 12902 MAGNOLIA DRIVE TAMPA FL 33612 X PATRICK HWU FRM HOSPITAL PRES TO 10/2021 0.00 60.00 X 0 1903993 339623 SARABDEEP SINGH HOSPITAL PRESIDENT 22.00 36.00 X 0 1103924 211233 G DOUGLAS LETSON FRM EVP-PHYS IN CHIEF TO 6/2024 21.00 34.00 X 426431 597591 162524 L DAVID DE LA PARTE FRM EVP-GEN CO; ASST SEC TO 6/2024 15.00 43.00 X 0 800163 242023 JOANNA WEISS EVP-CFO & ASST TREAS 15.00 45.00 X 0 833387 139001 WADE SEXTON VP CHF MED OFFICER AS OF 7/2024 55.00 0.00 X 434776 390842 163005 TIM HEMBREE VP CHIEF QUALITY OFFICER 55.00 0.00 X 563097 0 120626 CHARLES FLETCHER EVP-GEN COUN & ASST SEC AS OF 7/2024 15.00 45.00 X 0 544342 117472 KAREN LU EVP-PHYSICIAN IN CHIEF 24.00 31.00 X 617813 0 16406 KAREN WARTENBERG VP MOFFITT MEDICAL GROUP 25.00 30.00 X 507640 0 118439 KELLY GONZALVO VP PATIENT CARE/CNO 55.00 0.00 X 506547 0 100098 MATTHEW BEDNAR VP AMBULATORY/VIRTUAL CARE OPS 55.00 0.00 X 453305 0 130999 EVAN ZASLOW VP PAYER STRATEGIES 24.00 31.00 X 449858 0 104950 VLADIMIR FEYGELMAN SR MBR PHYSICIST-RAD ONC 50.00 0.00 X 346780 0 185742 TERRENCE WRIGHT VP FAC & SUP SVCS 20.00 35.00 X 0 397226 88922 GEOFFREY G ZHANG SR MBR PHYSICIST-RAD ONC 50.00 0.00 X 333766 0 153276 STUART G WASSERMAN CHIEF RAD ONC OFFICER AS OF 7/2024 50.00 0.00 X 377664 0 100138 EDUARDO G MOROS CHIEF MEDICAL PHYSICS 50.00 0.00 X 379567 0 83190 KEN KOMORNY VP CHIEF PHARMACY OFFICER 55.00 0.00 X 363354 0 84661 CHRISTINE ALVERO VP HOSPITAL OPS (MMH) 55.00 0.00 X 295379 0 80784 MARILYN COSTACHE CHIEF RISK OFFICER 55.00 0.00 X 267591 0 57101 MELISSA SMITH VP FINANCE AS OF 8/2024 24.00 31.00 X 0 243695 52705 YVETTE M LYONS TREMONTI FRM EVP-CFAO & ASST TREAS TO 5/2024 0.00 0.00 X 0 530115 65937 ROBERT KEENAN FRM VP-CHF MED OFFICER TO 1/2024 0.00 0.00 X 53776 189689 47824 HENRY REYES FRM VP-PARTNER DEV TO 4/2024 0.00 0.00 X 0 105667 25185 MICHAEL BICE DIRECTOR, CHAIR AS OF 1/2025 2.00 1.00 X X 0 0 0 BETH A HOUGHTON DIRECTOR, PAST CHAIR AS OF 1/2025 1.00 2.00 X X 0 0 0 THE HON MARK A PIZZO ESQ DIRECTOR, VICE CHAIR 2.00 1.00 X X 0 0 0 JOSEPH CABALLERO DIRECTOR, SEC/TREAS 2.00 2.00 X X 0 0 0 ROLAND DANIELS DIRECTOR 1.00 0.00 X 0 0 0 SUSAN DAVIS DIRECTOR 1.00 0.00 X 0 0 0 VALERIE GODDARD DIRECTOR 1.00 1.00 X 0 0 0 ROBERT HORTON DIRECTOR 1.00 0.00 X 0 0 0 THE HON JACQUELINE LEWIS DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER MOFFITT DIRECTOR 1.00 0.00 X 0 0 0 KEVIN PLUMMER DIRECTOR 1.00 0.00 X 0 0 0 NICOLAS PORTER DIRECTOR 1.00 0.00 X 0 0 0 MARY ANNE REILLY DIRECTOR 1.00 0.00 X 0 0 0 LANSING SCRIVEN DIRECTOR 1.00 0.00 X 0 0 0 RENEE THOMPSON DIRECTOR 1.00 0.00 X 0 0 0 HAL WALKER DIRECTOR 1.00 0.00 X 0 0 0 6377344 7640634 2991864 1030 1 1 0 NATIONAL MARROW DONOR PROGRAM 3001 BROADWAY ST NE 500 MINNEAPOLIS MN 55413 DONOR SEARCH SERVICES 13978445 UNIVERSITY DIAGNOSTIC INST 3301 ALUMNI DR TAMPA FL 33612 MRI SERVICES 5686214 SODEXO INC & AFFILIATES 915 MEETING ST NORTH BETHESDA MD 20852 FOOD SERVICES 3185262 ASSOC REGIONAL & UNIV PATH 500 CHIPETA WAY SALT LAKE CITY UT 84108 LABORATORY SERVICES 2821461 BARR & BARR INC 460 W 34TH ST FL 10 NEW YORK NY 10001 PROFESSIONAL SERVICES 1942662 50 6315851 110011 25588322 587131 32014184 NET PATIENT SERVICE REVENUE 900099 2480608740 2480608740 SPECIALTY PHARMACY 900099 125205582 125205582 EDUCATION CONFERENCES 900099 769814 769814 CORE LAB REVENUE 900099 598033 598033 BMT-NMDP PROGRAM 900099 166170 166170 64148 64148 2607412487 114209 0 114209 114209 114209 75698 56880 18818 18818 18818 REBATES 900099 436978 436978 INTEREST FROM INS COMPANIES 524114 334535 334535 MAGNOLIA'S HAIR SALON 900099 244999 244999 108315 108315 1124827 2640684525 2607412487 0 1257854 X 19081912 19081912 5393844 5084238 309606 545312268 410877828 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RESTRICTED RESTRICTED RESTRICTED 1 1 1 11741 1 14495 1 15949 0 1 530401 1 39203 1 42462 654251 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: THE H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. AND ITS FIVE NON-PROFIT SUBSIDIARY CORPORATIONS ("CORPORATION") WERE CREATED TO GOVERN AND OPERATE THE H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE ("INSTITUTE") PURSUANT TO SECTION 1004.43, FLORIDA STATUTES. AMONG OTHER THINGS, SECTION 1004.43 FLORIDA STATUTES PROVIDES: (1) THAT THE CORPORATION SHALL ENTER INTO AN AGREEMENT WITH THE STATE BOARD OF EDUCATION FOR THE UTILIZATION OF FACILITIES ON THE CAMPUS OF THE UNIVERSITY OF SOUTH FLORIDA; (2) THAT THE CORPORATION SUBMIT ANNUAL POST AUDITS OF ITS FINANCIAL ACCOUNTS TO THE AUDITOR GENERAL OF THE STATE OF FLORIDA AND THE BOARD OF GOVERNORS FOR THEIR REVIEW; AND (3) THAT THE CORPORATION'S CEO REPORT TO THE BOARD OF GOVERNORS OR ITS DESIGNEE AND PROVIDE COPIES OF THE INSTITUTE'S ANNUAL REPORT TO THE GOVERNOR OF THE STATE OF FLORIDA, THE CABINET, THE PRESIDENT OF THE SENATE, THE SPEAKER OF THE HOUSE AND THE CHAIR OF THE BOARD OF GOVERNORS. ALTHOUGH THE CORPORATION IS A PRIVATE ENTITY, IT IS NONETHELESS SUBJECT TO THE STATE OF FLORIDA'S PUBLIC RECORDS AND THE PUBLIC MEETINGS LAWS. THE CORPORATION ALSO RELIES ON ANNUAL APPROPRIATIONS BY THE LEGISLATURE OF THE STATE OF FLORIDA AND GRANTS FROM VARIOUS LOCAL, STATE AND FEDERAL AGENCIES FOR OPERATION AND MAINTENANCE OF ITS FACILITIES AND FOR SPECIFIC RESEARCH AND CLINICAL PROGRAMS. FOR THESE REASONS, THE CORPORATION FROM TIME TO TIME ENGAGES LOBBYISTS AND OTHER CONSULTANTS: (1) TO ASSIST IT IN COMPLYING WITH ITS REPORTING REQUIREMENTS TO THE STATE OF FLORIDA UNDER SECTION 1004.43, FLORIDA STATUTES; (2) TO MONITOR LEGISLATIVE AND EXECUTIVE BRANCH ACTION AT LOCAL, STATE AND FEDERAL LEVELS OF GOVERNMENT WHICH IMPACT ITS OPERATION AND THE FULFILLMENT OF ITS MISSION; AND (3) TO INFLUENCE LEGISLATION IN FURTHERANCE OF ITS MISSION IN THE AREAS OF CANCER RESEARCH AND TREATMENT, THE TEACHING AND TRAINING OF HEALTH CARE PROFESSIONALS AND COMMUNITY EDUCATION AND OUTREACH ACTIVITIES. THE CORPORATION DOES NOT ENGAGE IN ANY ACTIVITIES TO SUPPORT OR OPPOSE ANY CANDIDATE FOR PUBLIC OFFICE. PART II-B, LINE 1-I, OTHER ACTIVITIES: THE OTHER ACTIVITIES AMOUNT LISTED ON LINE 1-I IS COMPRISED OF EXPENSES RELATED TO ORCHESTRATING CONTACT BETWEEN GRASSROOTS SUPPORTERS (WHO ARE VOLUNTEERS) AND ELECTED OFFICIALS TO PROMOTE THE INSTITUTION'S LEGISLATIVE OBJECTIVES. 344649 283228 61421 276281605 229231436 47050169 4124404 4124404 51235994 RECEIVABLE-OTHER 2948898 RIGHT OF USE ASSET-OPERATING LEASES 3353041 INTEREST IN NET ASSETS OF FOUNDATION 22996420 29298359 HCCB ASSESSMENT 39387350 OPERATING LEASE LIABILITY 1103291 40490641 X PART X, LINE 2: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL, INC. DID NOT HAVE ANY UNCERTAIN POSITIONS IN ITS AUDITED FINANCIAL STATEMENTS. THE ASC-740 FOOTNOTE READS AS FOLLOWS: SIGNIFICANT JUDGMENT IS REQUIRED TO EVALUATE UNCERTAIN TAX POSITIONS. THE CANCER CENTER EVALUATES ITS UNCERTAIN TAX POSITIONS ON A REGULAR BASIS. ITS EVALUATIONS ARE BASED ON A NUMBER OF FACTORS, INCLUDING CHANGES IN FACTS AND CIRCUMSTANCES, CHANGES IN TAX LAW, AND CORRESPONDENCE WITH TAX AUTHORITIES. THE CANCER CENTER ACCOUNTS FOR UNCERTAIN TAX POSITIONS BY RECOGNIZING A TAX BENEFIT OR LIABILITY AT THE LARGEST AMOUNT THAT, IN ITS JUDGMENT, IS MORE THAN 50% LIKELY TO BE REALIZED OR PAID BASED UPON TECHNICAL MERITS OF THE POSITION. THE CANCER CENTER CURRENTLY HAS NO TAX BENEFITS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 1 MAINTAINING OFFICES, EMPLOYEES, OR AGENTS 1882654 NORTH AMERICA 0 0 PROGRAM SERVICES SEMINARS 16102 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES SEMINARS 12789 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES SEMINARS 2200 SOUTH AMERICA 0 0 PROGRAM SERVICES SEMINARS 605 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES TRAINING AND RESEARCH 2332 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES SEMINARS 6371 SOUTH ASIA 0 0 PROGRAM SERVICES TRAINING AND RESEARCH 9211 0 1 0 0 0 1 1932264 0 1932264 0 0 0 0 0 0 PART I, LINE 3: ACCRUAL METHOD OF ACCOUNTING WAS USED TO ACCOUNT FOR EXPENDITURES ON SCHEDULE F CONSISTENT WITH THE AUDITED FINANCIAL STATEMENTS. 1 1 1 X 1 X 1 1 1 0 1 1 31974752 31974752 0.01480 41409132 29241660 12167472 0.00560 73383884 29241660 44142224 0.02040 2185219 2185219 0.00100 18083822 5323023 12760799 0.00590 259182 259182 0.00010 27642 27642 0.00000 20555865 5323023 15232842 0.00700 93939749 34564683 59375066 0.02740 1 4034 4034 0.00000 1 59280 59280 0.00000 2 63314 63314 0.00000 1 6115297 501938776 577109344 -75170568 X 1 1 2 1 MOFFITT CANCER CTR & RSRCH INST HOSPITAL 12902 MAGNOLIA DRIVE TAMPA FL 33612 WWW.MOFFITT.ORG 4334, CERTIFICATE 8919 X A 2 MOFFITT MCKINLEY HOSPITAL 10901 MCKINLEY DRIVE TAMPA FL 33612 WWW.MOFFITT.ORG 4334, CERTIFICATE 9420 X A H LEE MOFFITT CANCER CENTER & RESEARCH 0 0 1 X X X X X X X X X 24 1 1 1 1 X SEE PART V, SECTION B, LINE 10A X 1 25 1 WWW.MOFFITT.ORG/PUBLICATIONS/COMMUNITY-BENEFIT 0 1 X 200.000000000000 400.000000000000 X X X X X X X 1 1 X X X X 1 X PART V, SECTION B, LINE 16C X PART V, SECTION B, LINE 16C X PART V, SECTION C X X X X X X X 1 X 0 X X X X 0 X X 0 0 PART V, SECTION A: MOFFITT MCKINLEY HOSPITAL (FACILITY 2) OPENED IN JULY 2023 IN ANTICIPATION OF A SIGNIFICANT INCREASE IN PATIENT VOLUMES AND CANCER SURGERIES TO SUPPLEMENT THE ORIGINAL HOSPITAL (FACILITY 1). THE TWO HOSPITAL FACILITIES EXIST WITHIN THE SAME COMMUNITY AND ARE OPERATED IN TANDEM. FOR THIS REASON, ALL SECTION B AND C RESPONSES APPLY TO BOTH FACILITIES. PART V, SECTION B FACILITY REPORTING GROUP A FACILITY REPORTING GROUP A CONSISTS OF: - FACILITY 1: MOFFITT CANCER CTR & RSRCH INST HOSPITAL, - FACILITY 2: MOFFITT MCKINLEY HOSPITAL H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 5: THE INFORMATION MOFFITT COLLECTED WAS OBTAINED FROM TWO DIFFERENT SOURCES: 1) PUBLICALLY-AVAILABLE DATA RELEVANT TO THE HEALTH NEEDS OF THE COMMUNITY PUBLISHED BY FEDERAL, REGIONAL, STATE, AND LOCAL HEALTH DEPARTMENTS OR AGENCIES. 2) INTERVIEWS WITH PERSONS LOCATED WITHIN MOFFITT'S COMMUNITY BASED ON THE SOCIAL DETERMINANTS OF HEALTH (NEIGHBORHOOD/BUILT ENVIRONMENT, HEALTHCARE, SOCIAL COMMUNITY, EDUCATION, ECONOMIC STABLITY) WHICH INCLUDED: DEPARTMENT OF HEALTH, HEALTH COMMUNITY ADVOCATES, OTHER NONPROFIT ORGANIZATIONS, LOCAL GOVERNEMENT OFFICALS, COMMUNITY BASED ORGANIZATIONS, HEALTHCARE PROVIDERS FOCUSING ON MEDICALLY UNDERSERVED POPULATIONS, MINORITY GROUPS, AND THOSE WITH CHRONIC DISEASE NEEDS. WE WOULD LIKE TO ACKNOWLEDGE EACH OF THE FOLLOWING ORGANIZATIONS AND MOFFITT DEPARTMENTS WHO PARTICIPATED IN AN INTERVIEW FOR THIS ASSESSMENT. THEY CONTRIBUTED IMMEASURABLE VALUE IN THE FORMATION OF THIS CHNA REPORT, PROVIDING PROFESSIONAL KNOWLEDGE, EXPERT INFORMATION, AND INFORMED PUBLIC POLICY DIRECTION. WE THANK ALL PARTICIPANTS WHO COMPLETED THE INTERVIEW, FOR THEIR GENEROUS TIME AND CONTRIBUTIONS TO THE CHNA ASSESSMENT. COMMUNITY STAKEHOLDER ORGANIZATIONS:FLORIDA DEPARTMENT OF HEALTH (BREVARD, DESOTO, HARDEE, HERNANDO, HILLSBOROUGH, LEE, MANATEE, MARION, ORANGE, PASCO, PINELLAS, POLK, SARASOTA, SEMINOLE), DESOTO MEMORIAL HOSPITAL, FLORIDA COMMUNITY HEALTH CENTERS, HENDRY REGIONAL HOSPITAL, LAKELAND VOLUNTEERS IN MEDICINE, LEE HEALTH, MARION COUTNY HOSPITAL, ORLANDO HEALTH, OSCEOLA HEALTH CARE, PRIMARY CARE ACCESS NETWORK, RCMA, ROBERT BOISSONEAULT ONCOLOGY INSTITUTE, SONI FAMILY PRACTICE, AGING MATTERS BREVARD, CATHOLIC CHARITIES, CITRUS COUNTY BLESSINGS, CIVCOM, DESOTO COUNTY BOCC, HEART OF FLORIDA UNITED WAY, HISPANIC FEDERATION IN ORANGE COUNTY, HISPANIC OUTREACH CENTER, SENIORS CONNECTIONS, SOUTHEAST REGION AMERICAN LUNG, WATERMAN VILLAGE, WOMAN'S RESOURCE CENTER, YMCA OF THE SUNCOAST, YOUR PROSTATE CANCER, EASTERN FLORIDA STATE COLLEGE, GULFCOAST SOUTH AHEC, OSCEOLA LIBRARY SYSTEM, REGIONAL BOARD OF HENDRY COUNTY, SEMINOLE STATE COLLEGE. SOUTH FLORIDA STATE COLLEGE, ALL FAITHS FOOD BANK (DESOTO, SARASOTA), COLLIER COUNTY HOMELESS AND HUNGER COALITION, COLLIER SENIOR CENTER, ECHO, GUADALUPE CENTER, HARDEE HELP CENTER, HOME AND COMMUNITY BASED SERVICES, MID FLORIDA HOMELESS COALITION, OSCEOLA COUNCIL ON AGING: FOOD PANTRY, SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA, SENIOR FRIENDSHIP CENTERS, TURNING POINTS IN MANATEE, CITRUS CONNECTIONS, CITRUS COUNTY PARKS & REC, GLADES COUNTY SHERIFF, GLADES COUNTY SUPERVISOR OF ELECTIONS.CANCER CENTER DEPARTMENTS & PROGRAMS:OFFICE OF COMMUNITY OUTREACH & ENGAGEMENT (COE), DEPARTMENT OF HEALTH OUTCOMES & BEHAVIOR (HOB), DEPARTMENT OF NON-THERAPEUTIC RESEARCH OFFICE (NTRO), DEPARTMENT OF PARTICIPANT RESEARCH INTERVENTIONS AND MEASUREMENT CORE (PRISM). H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 6A: MOFFITT COLLABORATED WITH THE FLORIDA DEPARTMENT OF HEALTH (HILLSBOROUGH) IN ITS HEALTHY HILLSBORUGH COMMITTEE. HEALTHY HILLSBOROUGH IS A COMMITTEE OF LOCAL HOSPITALS, THE COUNTY HEALTH DEPARTMENT, FEDERALLY QUALIFIED HEALTH CENTERS, AND OTHER NOT-FOR-PROFIT ORGANIZATIONS. THE PURPOSE OF HEALTHY HILLSBOROUGH IS TO COMPLETE A COMPREHENSIVE CHNA AND TO IDENTIFY OPPORTUNITIES FOR COLLABORATION TO COLLECTIVELY IMPACT AND IMPROVE THE HEALTH OF HILLSBOROUGH COUNTY. MOFFITT ALSO COLLABORATED WITH THE PINELLAS CHAT. THE PURPOSE OF PINELLAS CHAT IS TO COMPLETE A COMPREHENSIVE CHNA AND TO DETERMINE THE COMMUNITY HEALTH IMPROVEMENT PLAN THAT WILL HELP IMPACT AND IMPROVE THE HEALTH OF PINELLAS COUNTY. THIS COMMITTEE IS COMPRISED OF LOCAL HOSPITALS, THE COUNTY HEALTH DEPARTMENT, FEDERALLY-QUALIFIED HEALTH CENTERS, AND OTHER NON-PROFIT ORGANIZATIONS. THE FOUR COUNTY (HILLSBOROUGH, PASCO, PINELLAS, POLK) COLLABORATIVE KNOWN AS ALL4HEALTHFL COMPLETED A GENERAL COMMUNITY CHNA AND CHILD-FOUCUSED CHNA IN 2025. THE ALL4HEALTHFL INCLUDES NON-PROFIT ORGANIZATIONS (THE COUNTIES DEPARTMENTS OF HEALTH, LOCAL HOSPITALS, COMMUNITY ORGANIZATIONS, AND FEDERALLY QUALIFIED HEALTH CENTERS). MOFFITT CANCER CENTER HAS COMPLETED ITS OWN CHNA AND IMPLEMENTATION PLAN SEPARATE FROM THE ALL4HEALTHFL COLLABORATIVE, BUT MOFFITT'S COMMUNITY BENEFIT SPECIALIST ASSISTED WITH ALL STAGES OF THE ALL4HEALTHFL CHNA AND IMPLEMENTATION PLAN. H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 6B: MOFFITT CONDUCTED ITS COMMUNITY HEALTH NEEDS ASSESSMENT IN COLLABORATION WITH MULTIPLE NON-HOSPITAL COMMUNITY ORGANIZATIONS, INCLUDING THE UNIVERSITY OF SOUTH FLORIDA, HILLSBOROUGH COMMUNITY COLLEGE, FRONT PORCH COMMUNITY, AND HUDSON COMMUNITY HEALTH & RESOURCE CENTER. THESE ORGANIZATIONS ASSISTED WITH THE DEVELOPMENT OF THE KEY INFORMANT INTERVIEW SURVEY AND PROVIDED COMMUNITY INPUT THAT HELPED INFORM THE IDENTIFICATION AND PRIORITIZATION OF COMMUNITY HEALTH NEEDS. H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 11: BASED ON THE RESULTS OF THE 2025 COMMUNITY HEALTH NEEDS ASSESSMENT, AFTER CAREFUL CONSIDERATION OF THE DATA OBTAINED, THE FOLLOWING LIST OF SIGNIFICANT HEALTH NEED TOPICS WAS ESTABLISHED: -CANCER PREVENTION-CAREGIVER NEEDS, SUPPORT GROUPS -CLINICAL TRIALS -COMMUNITY NAVIGATION -ENVIRONMENTAL EXPOSURE TO TOXINS -HEALTH INSURANCE, COST OF HEALTHCARE-LANGUAGE BARRIER-LOW PHYSICAL ACTIVITY -MEDICAL MISTRUST, CULTURAL DIFFERENCES -MENTAL HEALTH SERVICES-POOR NUTRITION -SPECIAL NEEDS FOR RURAL POPULATIONS -SUN EXPOSURE -TECH-LITERACY AND ACCESS TO INTERNET -TOBACCO, VAPING ON APRIL 24, 2025 AND MAY 5, 2025, 30-MINUTE VIRTUAL MEETINGS WERE HELD WITH MOFFITT STAFF AND A VARIETY OF INTERNAL AND EXTERNAL STAKEHOLDERS WITHIN THE PATIENT AND FAMILY ADVISORY COUNCIL (PFAC) AND THE TAMPA BAY COMMUNITY CANCER NETWORK (TBCCN) IN ORDER TO REFINE THIS LIST OF SIGNIFICANT HEALTH NEEDS AND TO REAFFIRM PREVIOUS CHNA PRIORITY AREAS. IN THE TBCCN PRIORITIZATION SESSION, WE REVIEWED THE PREVIOUSLY IDENTIFIED HEALTH NEEDS WITH PARTICIPANTS AND USED POLLING QUESTIONS TO ASSESS WHETHER THESE NEEDS REMAINED TOP PRIORITIES. SURVIVORSHIP, WHICH EMERGED AS A KEY THEME DURING STAKEHOLDER INTERVIEWS, WAS ALSO DISCUSSED AND RATED BY PARTICIPANTS FOR ITS IMPORTANCE. IN ADDITION, WE INTRODUCED NEW SUBTOPICS WITHIN EACH HEALTH PRIORITY AREA AND CONDUCTED POLLS TO GAUGE THE IMPORTANCE OF EACH SUBTOPIC. IN THE PATIENT AND FAMILY ADVISORY COUNCIL PRIORITIZATION SESSION, WE FOCUSED THE DISCUSSION ON THE NEW PRIORITY AREA, SURVIVORSHIP, WHICH HAD BEEN IDENTIFIED AS A KEY THEME DURING STAKEHOLDER INTERVIEWS. GIVEN PFAC'S UNIQUE PERSPECTIVE AS A GROUP OF PATIENT AND FAMILY MEMBERS, WE SOUGHT THEIR FEEDBACK ON THIS TOPIC. PFAC PARTICIPANTS VOTED TO INCLUDE SURVIVORSHIP AS A HEALTH PRIORITY AND PROVIDED INPUT ON THE RELEVANT SUBTOPICS ASSOCIATED WITH IT. MOFFITT LEADERSHIP AND KEY INTERNAL STAKEHOLDERS REVIEWED THE DATA WITH CONSIDERATION OF THE EXISTING PROGRAMMING, CAPACITY, AND RESOURCES, LEVERAGING OPPORTUNITIES FOR COMBINING MULTIPLE NEEDS INTO ONE PRIORITY AREA. THE FOLLOWING FOUR AREAS WERE SELECTED AS THE TOP PRIORITIZED HEALTH NEEDS FOR THE COMMUNITY: -PREVENTION, EDUCATION, AND OUTREACH-ACCESS TO SCREENING AND EARLY DETECTION -HEALTH FOR ALL -SURVIVORSHIP MOFFITT IS NOT ABLE TO ADDRESS ALL OF THE HEALTH NEEDS IDENTIFIED, ALTHOUGH MANY WERE ABLE TO BE COMBINED WITH OTHER NEEDS. THE REMAINING IDENTIFIED NEEDS FROM THE ORIGINAL LIST WILL NOT BE FOCUSED ON IN THE 2026-2028 IMPLEMENTATION PLAN DUE TO FACTORS AFFECTING CAPACITY, RESOURCES, AND THE PRIORITIZATION OF NEEDS WITH HIGHER URGENCY. H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 13B: PATIENTS WHO ARE MEDICALLY NEEDY MAY STILL APPLY FOR FINANCIAL ASSISTANCE, BUT WILL PRESUMPTIVELY QUALIFY FOR FINANCIAL ASSISTANCE IF THEY CANNOT MEET THEIR SHARE OF COST AS DETERMINED BY THE FLORIDA DEPARTMENT OF CHILDREN AND FAMILIES. THE LEVEL OF ASSISTANCE WILL BE DETERMINED BY WHICH INCOME LEVEL THE PATIENT'S SHARE OF COST FALLS ON THE FEDERAL POVERTY GUIDELINES. IN ADDITION, PATIENTS WHO QUALIFY UNDER THE POLICY AS MEDICALLY INDIGENT ARE ENTITLED TO 100% ADJUSTMENT UNDER THE POLICY. H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 13H: CRITERIA USED TO DETERMINE ELIGIBILITY NOT ONLY INCLUDES INCOME LEVEL, ASSET LEVEL, INSURANCE OR UNDERINSURANCE STATUS AND RESIDENCY, BUT MAY ALSO INCLUDE INFORMATION RELATED TO EMPLOYMENT STATUS, NUMBER OF DEPENDENTS IN HOUSEHOLD AND FINANCIAL SUPPORT BY ANY OTHER PERSON OR PROGRAM. H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 15E: METHOD BY WHICH PATIENTS MAY APPLY FOR FINANCIAL ASSISTANCE:A. PATIENTS THAT REQUEST FINANCIAL ASSISTANCE OR WHO HAVE BEEN IDENTIFIED AS POTENTIALLY ELIGIBLE FOR FINANCIAL ASSISTANCE WILL BE REFERRED TO THE CENTER'S FINANCIAL COUNSELORS.B. PATIENTS MAY CONTACT THE MOFFITT CANCER CENTER BUSINESS OFFICE AT 12902 MAGNOLIA DRIVE, MCB-BO, TAMPA, FLORIDA 33612, OR CALL 1-800-456-3434 EXT. 8422 OR THE DIRECT NUMBER AT 813-745-8422 FOR INFORMATION AND ASSISTANCE REGARDING THE FINANCIAL ASSISTANCE APPLICATION.C. PATIENTS WILL BE INFORMED OF THE PROCESS AND PROCEDURES INVOLVED FOR A FINANCIAL ASSISTANCE APPLICATION EITHER BEFORE RECEIVING SERVICES OR DURING THE BILLING AND COLLECTION PROCESS.D. THE PATIENT AND/OR THE PATIENT'S FAMILY WILL BE ADVISED OF ALL DOCUMENTATION REQUIRED TO MAKE A DETERMINATION AS TO ELIGIBILITY FOR FINANCIAL ASSISTANCE.E. A FINANCIAL COUNSELOR WILL INTERVIEW THE PATIENT OR THE PATIENT'S RELATIVES WHO ARE LEGALLY RESPONSIBLE FOR THE PATIENT'S SUPPORT IN COMPLIANCE WITH HIPAA GUIDELINES. DURING THE INTERVIEW, THE FINANCIAL COUNSELOR WILL GATHER INFORMATION ABOUT THE PATIENT'S CIRCUMSTANCES AND ABILITY TO PAY AND, IF REQUESTED, MAY ASSIST THE PATIENT OR PATIENT'S FAMILY IN COMPLETING THE FINANCIAL ASSISTANCE APPLICATION.F. A PATIENT AND/OR A PATIENT'S FAMILY MAY ALSO MEET WITH THE CENTER'S PHARMACY REPRESENTATIVE TO APPLY FOR AVAILABLE ASSISTANCE PROGRAMS FOR PHARMACEUTICAL CARE.G. A REQUEST FOR FINANCIAL ASSISTANCE AND A DETERMINATION OF ELIGIBILITY FOR FINANCIAL ASSISTANCE SHOULD OCCUR PRIOR TO RENDERING NON-EMERGENT MEDICALLY NECESSARY SERVICES. HOWEVER, THE DETERMINATION MAY BE DONE AT ANY POINT IN THE COLLECTION PROCESS.H. IF THE MARITAL STATUS OF A MINOR CANNOT BE DETERMINED, OR WHERE THERE IS NOT SUFFICIENT DOCUMENTATION TO CONFIRM A MINOR'S EMANCIPATION, ELIGIBILITY OF FINANCIAL ASSISTANCE WILL BE BASED ON THE INCOME AND ASSETS OF THE PARENT/PARENTS OR LEGAL GUARDIAN OF THE MINOR. DOCUMENTATION PROVIDED FOR THE FINANCIAL ASSISTANCE APPLICATION MUST BE CONSISTENT WITH ALL OTHER DOCUMENTATION PRESENTED FOR REVIEW.I. THERE ARE INSTANCES WHEN A PATIENT MAY APPEAR ELIGIBLE FOR FINANCIAL ASSISTANCE, BUT THERE IS NO FINANCIAL ASSISTANCE FORM ON FILE. OFTEN THERE IS ADEQUATE INFORMATION PROVIDED BY THE PATIENT, THROUGH CONTRACTUAL AGREEMENTS WITH OTHER PROVIDERS, OR THROUGH OTHER SOURCES, WHICH COULD PROVIDE SUFFICIENT EVIDENCE TO PROVIDE THE PATIENT WITH FINANCIAL ASSISTANCE. IN THE EVENT THERE IS NO FORMAL WRITTEN APPLICATION TO SUPPORT A PATIENT'S ELIGIBILITY FOR FINANCIAL ASSISTANCE, OR THE PATIENT DOES NOT HAVE A FINANCIAL ASSISTANCE FORM ON RECORD, THE CENTER MAY USE EXTERNALLY AVAILABLE INFORMATION IN DETERMINING ESTIMATE INCOME AMOUNTS FOR THE BASIS OF DETERMINING FINANCIAL ASSISTANCE ELIGIBILITY. THE CENTER MAY APPLY FOR FINANCIAL ASSISTANCE ON BEHALF OF THE PATIENT. THE SAME ELIGIBILITY CRITERIA SET FORTH IN THE FINANCIAL ASSISTANCE POLICY WILL DETERMINE ELIGIBILITY BASED ON ALL AVAILABLE INFORMATION OBTAINED. TO FACILITATE THE APPLICATION, THE INSTITUTION WILL USE THE INFORMATION RETURNED FROM AN EXTERNAL CREDIT REPORTING AGENCY AS SUPPORT FOR APPROVAL OR DENIAL OF FINANCIAL ASSISTANCE. H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 16J: REFERENCE TO THE POLICY IS ADDED TO THE BILLING INVOICE STATING THAT A CANCER CENTER REPRESENTATIVE CAN HELP EVALUATE ELIGIBILITY FOR FINANCIAL ASSISTANCE IF THE PATIENT IS UNABLE TO PAY. HOSPITAL'S BILLING AND COLLECTIONS AREA OF ITS WEBSITE ALSO STATES THAT IF A PATIENT IS UNDERINSURED OR UNABLE TO PAY, A PATIENT ACCOUNT REPRESENTATIVE OR A SOCIAL WORKER WILL HELP IDENTIFY ASSISTANCE PROGRAMS THAT OFFER HELP IN MEETING FINANCIAL OBLIGATIONS. IN ADDITION, NOTIFICATION IS PLACED CONSPICUOUSLY IN PATIENT ACCESS AREAS IN THE HOSPITAL FACILITY. H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 20E: HOSPITAL DID NOT INITIATE ANY OF THE ACTIONS DESCRIBED IN SCHEDULE H, PART V, SECTION B, LINE 19. HOWEVER, IF THE HOSPITAL HAD UNDERTAKEN ANY OF THE LISTED ACTIONS, IT WOULD HAVE FIRST NOTIFIED PATIENTS OF ITS FINANCIAL ASSISTANCE POLICY ON ADMISSION, PRIOR TO DISCHARGE, AND IN COMMUNICATIONS WITH THE PATIENTS REGARDING THEIR BILLS. THE HOSPITAL DOCUMENTS ITS DETERMINATION OF WHETHER PATIENTS ARE ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER ITS FINANCIAL ASSISTANCE POLICY. CONTINUOUS EFFORT IS MADE TO QUALIFY PATIENTS FOR FINANCIAL ASSISTANCE, SUCH AS ASSISTING WITH THE APPLICATION PROCESS TO DETERMINE ELIGIBILITY AS WELL AS IDENTIFYING OTHER PROGRAMS THAT MAY PROVIDE ASSISTANCE. H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 21D: AS A SPECIALTY HOSPITAL WHOSE MISSION IS TO CONTRIBUTE TO THE PREVENTION AND CURE OF CANCER, THE HOSPITAL DOES NOT PROVIDE EMERGENCY MEDICAL TREATMENT WITHIN THE MEANING OF SECTION 1867 OF THE SOCIAL SECURITY ACT (42 USC 1395DD). IF, HOWEVER, AN INDIVIDUAL SEEKING SUCH CARE ENTERS THE CANCER CENTER'S FACILITY, THE CANCER CENTER WITHOUT DISCRIMINATION WILL STABILIZE THE PATIENT AND ASSIST THE PATIENT AND/OR THE PATIENT'S FAMILY IN OBTAINING TRANSPORTATION FOR THE PATIENT TO A LOCAL HOSPITAL EQUIPPED FOR EMERGENCY MEDICAL CARE. PART V, SECTION B, LINE 16C WEBSITE ADDRESS FULL URL: HTTPS://MOFFITT.ORG/PATIENT-FAMILY/INSURANCE-FINANCIAL-INFORMATION/FINANCIAL-ASSISTANCE/ 4 1 - MOFFITT CANCER CTR MCKINLEY OUTPATIENT 10920 MCKINLEY DRIVE TAMPA FL 33612 OUTPATIENT 2 - MOFFITT CANCER CTR AT WESLEY CHAPEL 2590 HEALING WAY WESLEY CHAPEL FL 33544 OUTPATIENT 3 - MOFFITT CANCER CTR AT INT'L PLAZA 4101 JIM WALTER BLVD TAMPA FL 33607 OUTPATIENT 4 - MOFFITT SOUTHSHORE 2709 E COLLEGE AVE RUSKIN FL 33570 OUTPATIENT PART I, LINE 3C: CHARITY ADJUSTMENTS ARE PROVIDED BY THE CANCER CENTER AS FOLLOWS:A. PATIENTS WHO HAVE FAMILY INCOME AND ASSETS AT OR BELOW 200% OF THEFEDERAL POVERTY GUIDELINES FOR THE PATIENT'S FAMILY SIZE SHALL BEENTITLED TO 100% FINANCIAL ASSISTANCE ON QUALIFYING BALANCES.B. PATIENTS WHO HAVE FAMILY INCOME AND ASSETS BETWEEN 201%-400% OF THEFEDERAL POVERTY GUIDELINE FOR THE PATIENT'S FAMILY SIZE SHALL BECLASSIFIED AS "SELF PAY TIER 1" STATUS AND ARE ENTITLED TO FINANCIALASSISTANCE OF 65% ON QUALIFYING BALANCES.C. PATIENTS WHO ARE MEDICALLY NEEDY MAY STILL APPLY FOR FINANCIALASSISTANCE, BUT WILL PRESUMPTIVELY QUALIFY FOR FINANCIAL ASSISTANCE IFTHEY CANNOT MEET THEIR SHARE OF COST AS DETERMINED BY THE FLORIDADEPARTMENT OF CHILDREN AND FAMILIES. THE LEVEL OF ASSISTANCE WILL BEDETERMINED BY WHICH INCOME LEVEL THE PATIENT'S SHARE OF COST FALLS ON THEFEDERAL POVERTY GUIDELINES. PART I, LINE 7: THE METHODOLOGY USED TO CALCULATE CHARITY CARE, MEDICAID, AND OTHER MEANS-TESTED EXPENSES IS COST TO CHARGE RATIO, USING PATIENT EXPENSES TO GROSS CHARGES, WHILE THE DIRECT COST METHOD IS USED TO DETERMINE OTHER COMMUNITY BENEFITS/PROGRAMS EXPENSES. PART I, LN 7 COL(F): TOTAL EXPENSE FROM FORM 990, PART IX, LINE 25, COLUMN A FOR THE HOSPITAL IS $2,186,992,097. THE TOTAL BAD DEBT EXPENSE INCLUDED IN THIS AMOUNT WAS $27,306,969. AFTER BAD DEBT WAS DEDUCTED FROM THE TOTAL EXPENSES THE AMOUNT OF TOTAL EXPENSES USED TO CALCULATE THE PERCENT IN LINE 7, COLUMN F WAS $2,159,685,128. PART II, COMMUNITY BUILDING ACTIVITIES: COMMUNITY BUILDING - ADVOCACY:DURING FY25, MOFFITT CANCER CENTER ADVANCED COMMUNITY HEALTH THROUGH ITS ANNUAL MOFFITT DAY ADVOCACY EVENT AT THE FLORIDA STATE CAPITOL. MOFFITT DAY IS A KEY COMMUNITY-BUILDING ACTIVITY THAT STRENGTHENS RELATIONSHIPS AMONG POLICYMAKERS, PATIENTS, SURVIVORS, CAREGIVERS, RESEARCHERS, AND COMMUNITY ORGANIZATIONS ACROSS THE STATE. THROUGH COORDINATED LEGISLATIVE MEETINGS, MOFFITT AMPLIFIED COMMUNITY-IDENTIFIED NEEDS FROM ITS 23-COUNTY CATCHMENT AREA AND HIGHLIGHTED PRIORITY ISSUES AFFECTING ACCESS TO CANCER CARE, PREVENTION, AND EARLY DETECTION.COMMUNITY BUILDING - PARTNERSHIPS:IN FY25, MOFFITT'S OFFICE OF COMMUNITY OUTREACH AND ENGAGEMENT (COE) HOSTED AND PARTICIPATED IN SEVERAL MEETINGS WITH KEY STAKEHOLDERS TO FOSTER AND ENHANCE PARTNERSHIPS THAT ADVANCE OUTREACH, EDUCATION, AND RESEARCH TO ADDRESS THE CANCER BURDEN IN COMMUNITIES SERVED. DURING THE YEAR, COE CONVENED THE COMMUNITY ADVISORS OF THE TAMPA BAY COMMUNITY CANCER NETWORK (TBCCN), ONE OF MOFFITT'S TWO COMMUNITY ADVISORY BOARDS, FOR AN ANNUAL RETREAT AND FOUR QUARTERLY MEETINGS. THE MEETINGS WERE HELD TO PROVIDE ONGOING FEEDBACK TO MOFFITT, SERVE AS A LIAISON BETWEEN MOFFITT AND THE COMMUNITY, DISSEMINATE INFORMATION, PRIORITIZE CANCER CENTER ACTIVITIES, AND ADVISE THE NETWORK OF COMMUNITY ACTIVITIES.ADDITIONALLY, THE SIX REGIONAL FLORIDA CANCER CONTROL COLLABORATIVES ROUTINELY MET WITH ALL FLORIDA CANCER CENTERS: MOFFITT CANCER CENTER, UNIVERSITY OF MIAMI SYLVESTER COMPREHENSIVE CANCER CENTER, UNIVERSITY OF FLORIDA CANCER CENTER , AND MAYO CLINIC. THE PURPOSE OF THE MONTHLY MEETINGS WAS TO DISCUSS CANCER CONTROL STRATEGIES TO BE IMPLEMENTED BY PARTICIPATING PUBLIC AND PRIVATE PARTNERS WITH ADVISEMENT FROM THE CANCER CENTERS. THESE MEETINGS WERE LED BY THE FLORIDA DEPARTMENT OF HEALTH.OUTSIDE OF THESE GATHERINGS, MOFFITT CONTINUES TO SERVE AS A CONSULTANT FOR THE FOLLOWING REGIONAL COLLABORATIVES: NORTHWEST REGION (UNIVERSITY OF WEST FLORIDA), NORTHEAST REGION(NORTHEAST FLORIDA AHEC), EAST CENTRAL REGION (WELLFLORIDA COUNCIL, INC), NORTH CENTRAL REGION (WELLFLORIDA COUNCIL, INC), SOUTHWEST REGION (UNIVERISTY OF SOUTH FLORIDA COLLEGE OF NURSING), SOUTHEAST REGION (HEALTH COUNCIL OF SOUTH FLORIDA, INC). COMMUNITY BUILDING - COMMUNITY SUPPORT:THROUGH THE OFFICE OF COMMUNITY OUTREACH AND ENGAGEMENT SUPPORT FOR COMMUNITY ORGANIZATION RESEARCH ENGAGEMENT (COE SCORE) INITIATIVE, THE YMCA SURVIVORSHIP & WELLNESS PROGRAM, POWERED BY MOFFITT, SERVES INDIVIDUALS AFFECTED BY CANCER IN PINELLAS, PASCO, HERNANDO, CITRUS, AND HILLSBOROUGH COUNTIES. THIS PROGRAM EMPOWERS PARTICIPANTS TO RECLAIM THEIR HEALTH AND WELL-BEING THROUGH PHYSICAL ACTIVITY AND WELLNESS SUPPORT. WITH A FOCUS ON BUILDING MUSCLE STRENGTH, INCREASING FLEXIBILITY, AND IMPROVING ENDURANCE,THE PROGRAM HELPS PARTICIPANTS MANAGE SIDE EFFECTS OF CANCER TREATMENT, REDUCE FATIGUE, AND ENHANCE OVERALL PHYSICAL FITNESS. THROUGH EVIDENCE-BASED INTERVENTIONS AND A SUPPORTIVE ENVIRONMENT, THE PROGRAM PROVIDES INDIVIDUALS TRANSITIONING FROM CANCER TREATMENT TO SURVIVORSHIP WITH THE TOOLS AND RESOURCES TO MAINTAIN A HEALTHY LIFESTYLE. IN FY25, 93 PARTICIPANTS COMPLETED THE YMCA SURVIVORSHIP PROGRAM. COMMUNITY BUILDING - WORKFORCE DEVELOPMENT:SEVERAL YEARS AGO, MOFFITT DEVELOPED A MENTORING PROGRAM CALLED "VOLUNTEEN" WHERE HIGH SCHOOL STUDENTS CAN VOLUNTEER AT MOFFITT. THE PROGRAM IS DESIGNED TO EXPOSE TEENS TO HEALTHCARE CAREERS, EDUCATE THEM ON THE IMPORTANCE OF PROVIDING HEALTHCARE TO THE COMMUNITY, AND HOW MOFFITT AND OTHER HEALTHCARE ORGANIZATIONS PLAY A ROLE IN MEETING THE NEEDS OF THE COMMUNITY. THE VOLUNTEERS ARE GUIDED THROUGH VARIOUS DEPARTMENTS THROUGHOUT THE ORGANIZATION AND RECEIVE HANDS ON EXPERIENCE IN THE AREAS ASSIGNED. IN FY25, 46 MOFFITT DEPARTMENTS RECEIVED ASSISTANCE FROM STUDENTS WHO VOLUNTEERED FOR A TOTAL OF 4,593.19 HOURS. ALIGNED WITH THE ORGANIZATION FOR RESEARCH AND COMMUNITY DEVELOPMENT'S (ORCD) MISSION, MOFFITT CONTINUES TO FOSTER AN ENVIRONMENT THAT PROMOTES CAREER DEVELOPMENT FOR ALL CANCER RESEARCH LEADERS, FACULTY, AND STAFF, BY ENHANCING RECRUITMENT, RETENTION, AND DEVELOPMENT OPPORTUNITIES OFFERED. ENHANCEMENT INITIATIVES WITHIN THE COMMUNITY IN FY25 HAVE INCLUDED THE FOLLOWING FOR MOFFITT'S RECRUITMENT PILLAR:-DEVELOPED THE MOFFITT EXPLORERS PROGRAM, A PIPELINE PROGRAM AIMED AT OFFERING EDUCATIONAL CAREER EXPLORATION AND STEM EXPOSURE FOR MIDDLE AND HIGH SCHOOLAGED STUDENTS AND THEIR TEACHERS. 24 SESSIONS/WORKSHOPS WERE OFFERED TO A LITTLE OVER 1,500 MIDDLE AND HIGH SCHOOL-AGED STUDENTS IN MOFFITT'S CATCHMENT AREA.- SUPPORTED 6 HCC CLINICAL RESEARCH STUDENTS WITH SCHOLARSHIPS AND CAREER DEVELOPMENT SESSIONS. PART III, LINE 2: THE METHODOLOGY USED TO CALCULATE BAD DEBT EXPENSE WAS CALCULATING THE COST TO CHARGE RATIO, USING PATIENT EXPENSES TO GROSS CHARGES, AND APPLYING IT TO THE BAD DEBT PROVISION IN PART III, LINE 4. PART III, LINE 4: ADDITIONS TO THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS ARE MADE BY MEANS OF THE PROVISION FOR BAD DEBTS. ACCOUNTS ARE WRITTEN OFF WHEN DEEMED TO BE UNCOLLECTIBLE AND ARE DEDUCTED FROM THE PATIENT'S ACCOUNTS RECEIVABLE BALANCE.THE AMOUNT OF THE PROVISION FOR BAD DEBTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS, BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN FEDERAL AND STATE GOVERNMENT HEALTHCARE COVERAGE AND OTHER COLLECTION INDICATORS. ONE TOOL USED IN MANAGEMENT'S ASSESSMENT IS A DETAILED REVIEW OF HISTORICAL COLLECTIONS AND WRITE-OFFS AT THE CANCER CENTER THAT REPRESENT A MAJORITY OF THE CANCER CENTER'S REVENUES AND ACCOUNTS RECEIVABLE. THE RESULTS OF THE DETAILED REVIEW OF HISTORICAL COLLECTIONS AND WRITE-OFFS EXPERIENCE, ADJUSTED FOR CHANGES IN TRENDS AND CONDITIONS, ARE USED TO EVALUATE THE ALLOWANCE AMOUNT FOR THE CURRENT PERIOD. PART III, LINE 8: THE COSTING METHODOLOGY USED TO DETERMINE THE AMOUNT OF MEDICARE ALLOWABLE COSTS IS THE STEP-DOWN METHOD WHICH DISALLOWS CERTAIN COSTS TO BE CONSIDERED AS COSTS RELATED TO PATIENT CARE. MEDICARE SHORTFALLS WHICH ARE COSTS INCURRED BY THE HOSPITAL TO PROVIDE QUALITY CARE AND TREATMENT OF ITS PATIENTS SHOULD BE TREATED AS COMMUNITY BENEFIT. TO NOT INCUR THESE COST WOULD POTENTIALLY LIMIT OR EVEN COMPROMISE THE QUALITY OF SERVICE PROVIDED TO THE ELDERLY OR DISABLED. PART III, LINE 9B: PATIENTS ARE SCREENED DURING THE ADMISSIONS PROCESS TO ASSESS THE NEED FOR FINANCIAL ASSISTANCE. HOWEVER, IF AT ANY POINT IN THE COLLECTION PROCESS IT IS DETERMINED THAT THE PATIENT MAY BE UNABLE TO MEET HIS OR HER OBLIGATION, THE PATIENT WILL BE SENT AN APPLICATION FOR FINANCIAL ASSISTANCE OR CHARITY ADJUSTMENT. IF PATIENT DOES NOT EXPRESS THE INABILITY TO PAY PRIOR TO BILLING, AN INVOICE IS SENT TO THE PATIENT WHICH INCLUDES CONTACT INFORMATION FOR A PATIENT SERVICE REPRESENTATIVE IF THE PATIENT NEEDS FINANCIAL ASSISTANCE. A HOSPITAL REPRESENTATIVE WILL MAKE EVERY EFFORT TO WORK WITH THE PATIENT TO DETERMINE WHETHER FINANCIAL ASSISTANCE IS NEEDED. IF THE PATIENT DOES NOT STATE THE NEED OR DOES NOT QUALIFY FOR FINANCIAL ASSISTANCE THEREAFTER, AND PAYMENTS ARE NOT MADE AS AGREED, THE HOSPITAL REPRESENTATIVE MAY OFFER REASONABLE PAYMENT PLANS TO HELP PATIENTS MEET THEIR FINANCIAL OBLIGATIONS. PART VI, LINE 2: THE CANCER CENTER IS HEAVILY INVOLVED IN THE COMMUNITY WITH OUTREACH/EDUCATION EFFORTS (E.G., COEE, LUNG AND THORACIC TUMOR EDUCATION PROGRAM (LATTE), HEAD AND NECK CANCER EDUCATION PROGRAM, TBCCN), COMMUNITY-BASED PARTICIPATORY RESEARCH, PARTICIPATION IN COMMUNITY COMMITTEES OR COALITIONS (E.G., HEALTHY HILLSBOROUGH, ALL4HEALTHFL COLLABORATIVE, FLORIDA CANCER CONTROL & RESEARCH ADVISORY COUNCIL (CCRAB)) AND PARTNERSHIPS WITH FEDERALLY-QUALIFIED HEALTH CENTERS AND FREE CLINICS. THESE EFFORTS ENSURE THE ORGANIZATION IS CONTINUOUSLY ASSESSING THE HEALTH CARE NEEDS OF THE COMMUNITY. THE CHNA REPORT EXPLAINS THE PROCESS OF ASSESSING THE NEEDS OF THE COMMUNITY. WE ENGAGED COMMUNITY MEMBERS THROUGH EXTENSIVE ANALYSIS OF SECONDARY DATA, AN ONLINE SURVEY IN ENGLISH AND SPANISH, AS WELL AS INTERVIEWS WITH KEY COMMUNITY AND PUBLIC HEALTH STAKEHOLDERS DURING THE COMPLETION OF THE NEEDS ASSESSMENT. THE REPORT CAN BE FOUND ON OUR WEBSITE. TO ENHANCE THE CANCER CENTER'S ABILITY TO ADDRESS COMMUNITY HEALTH NEEDS, IT WENT THROUGH A COMPREHENSIVE COMMUNITY BENEFIT INVENTORY TO GET A COMPLETE VIEW OF THE COMMUNITY BENEFIT PROGRAMS THE HOSPITAL CURRENTLY PROVIDES, AND TO INDENTIFY AREAS TO IMPROVE. THE COMMUNITY BENEFIT INVENTORY RESULTED IN THE MOST COMPREHENSIVE LINKAGE OF THE CANCER CENTER'S COMMUNITY BENEFIT PROGRAMS TO OUR MOST RECENT IMPLEMENTATION STRATEGY. THE CANCER CENTER TRACKS THE PROGRESS MADE IN EACH OF THE PRIORITIZED HEALTH AREAS, GOALS, AND ACTIVITES ON A QUARTERLY AND YEARLY BASIS. THE CANCER CENTER'S COMMUNITY OUTREACH, ENGAGEMENT, AND EQUITY (COEE) TEAM DEVELOPED OUR SECOND VERSION OF MOFFITT CANCER CENTER'S CATCHMENT AREA PROFILE THAT HIGHLIGHTS CANCER RELEVANT DATA INCLUDING INCIDENCE, RISK FACTORS, AND PREVENTION BEHAVIORS TO HELP STAKEHOLDERS MAKE INFORMED DECISIONS ABOUT THEIR RESEARCH, EDUCATION, AND OUTREACH PRIORITIES RELATED TO THE CANCER CENTER'S 23-COUNTY CATCHMENT AREA. THE CATCHMENT AREA PROFILE SERVES AS A SYNTHESIS OF HEALTH-RELATED PRIORITIES MOFFITT CANCER CENTER WORKS ON, AND PROVIDES THE OPPORTUNITY FOR FACULTY AND COMMUNITY MEMBERS TO REQUEST ANY DATA (DE-IDENTIFIED WHERE APPLICABLE) LISTED IN THE CATCHMENT AREA PROFILE FOR THEIR OWN USE. THE OFFICE OF COEE FACILITATES DATA REQUESTS FOR THE CANCER AND NON-CANCER RELATED DATA WITHIN THE CATCHMENT AREA PROFILE, AVAILABLE TO THE COMMUNITY. PART VI, LINE 3: PUBLICATION OF THE POLICY: A. THE CANCER CENTER HAS PLACED SIGNAGE IN THE ADMISSION AREAS OF THE HOSPITAL INFORMING PATIENTS OF FINANCIAL ASSISTANCE AND MAKES ITS POLICY, THE FINANCIAL ASSISTANCE APPLICATION, AND THE PLAIN LANGUAGE SUMMARY OF THE POLICY WIDELY AVAILABLE ON ITS WEBSITE. INDIVIDUALS WITH ACCESS TO THE INTERNET CAN ACCESS, DOWNLOAD, VIEW, AND PRINT A HARD COPY OF THIS POLICY, THE FINANCIAL ASSISTANCE APPLICATION, AND THE PLAIN LANGUAGE SUMMARY OF THIS POLICY FROM THE WEBSITE: I. WITHOUT REQUIRING SPECIAL COMPUTER HARDWARE OR SOFTWARE (OTHER THANSOFTWARE THAT IS READILY AVAILABLE TO MEMBERS OF THE PUBLIC WITHOUTPAYMENT OF ANY FEE); II. WITHOUT PAYING A FEE TO THE CENTER; AND III. WITHOUT CREATING AN ACCOUNT OR BEING OTHERWISE REQUIRED TO PROVIDEPERSONALLY-IDENTIFIABLE INFORMATION. B. THE CANCER CENTER PROVIDES INDIVIDUALS WHO ASK HOW TO ACCESS A COPY OF THE POLICY, THE FINANCIAL ASSISTANCE APPLICATION, AND THE PLAIN LANGUAGE SUMMARY OF THE POLICY ONLINE WITH THE DIRECT WEBSITE ADDRESS, OR URL, OF THE WEB PAGE WHERE THE POLICY, THE FINANCIAL ASSISTANCE APPLICATION, AND THE PLAIN LANGUAGE SUMMARY OF THE POLICY ARE POSTED. C. THE CANCER CENTER WILL MAKE PAPER COPIES OF THIS POLICY, THE FINANCIAL ASSISTANCE APPLICATION, AND THE PLAIN LANGUAGE SUMMARY OF THIS POLICY AVAILABLE UPON REQUEST AND WITHOUT CHARGE, BOTH BY MAIL AND IN PUBLIC LOCATIONS AT THE CANCER CENTER, INCLUDING ANY ADMISSIONS AREAS. D. THE CANCER CENTER WILL NOTIFY AND INFORM PATIENTS WHO RECEIVE CARE AT THE CANCER CENTER ABOUT THIS POLICY NOT ONLY BY SIGNAGE IN THE ADMISSION AREAS BUT ALSO BY OFFERING A PAPER COPY OF THE PLAIN LANGUAGE SUMMARY OF THE FINANCIAL ASSISTANCE POLICY AS PART OF THE INTAKE OR DISCHARGE PROCESS. IN ADDITION, THE CANCER CENTER REPRESENTATIVE WILL ALSO GUIDE A PATIENT TO THE WEBSITE OR URL WHERE COPIES OF THIS POLICY, THE FINANCIAL ASSISTANCE APPLICATION, AND THE PLAIN LANGUAGE SUMMARY OF THIS POLICY MAY BE OBTAINED. THE CANCER CENTER ALSO INCLUDES A CONSPICUOUS WRITTEN NOTICE ON BILLING STATEMENTS THAT NOTIFIES AND INFORMS RECIPIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE UNDER THIS POLICY ALONG WITH THE TELEPHONE NUMBER OF THE OFFICE OR DEPARTMENT THAT CAN PROVIDE INFORMATION RELATED TO THE POLICY AND THE FINANCIAL ASSISTANCE APPLICATION PROCESS. E. AT ANY TIME DURING THE PATIENT'S TREATMENT THE PATIENT MAY REQUEST A COPY OF THIS POLICY, THE FINANCIAL ASSISTANCE APPLICATION, OR THE PLAIN LANGUAGE SUMMARY OF THIS POLICY. F. IF A MEMBER OF THE WORKFORCE BECOMES AWARE OF THE PATIENT'S NEED FOR FINANCIAL ASSISTANCE DURING THE ADMISSION PROCESS, THE PATIENT SERVICE REPRESENTATIVE WILL PROVIDE THE PATIENT WITH THE NECESSARY INFORMATION NEEDED TO APPLY FOR FINANCIAL ASSISTANCE. G. THE CANCER CENTER WILL ALSO TRANSLATE THIS POLICY, THE FINANCIAL ASSISTANCE APPLICATION, AND THE PLAIN LANGUAGE SUMMARY OF THIS POLICY INTO THE PRIMARY LANGUAGES SPOKEN BY ALL SIGNIFICANT POPULATIONS SERVED BY THE CENTER WHEN REQUESTED. PART VI, LINE 4: THE CANCER CENTER RELIES ON CENSUS DATA AS A WAY TO IDENTIFY AREAS OF POTENTIAL HEALTH CARE NEEDS AND DISPARITIES WITHIN ITS PRIMARY SERVICE AREA AND THE BROADER COMMUNITY. WITH THAT DATA, THE CANCER CENTER DEVELOPS A STRATEGY BY CONDUCTING KEY INFORMANT INTERVIEWS WITH PUBLIC HEALTH AND COMMUNITY STAKEHOLDERS. THE CANCER CENTER'S PRIMARY SERVICE AREA (BASED ON PATIENT VISITS) IS COMPRISED OF 4 COUNTIES IN WEST CENTRAL FLORIDA: HILLSBOROUGH, PASCO, PINELLAS, AND POLK. THE 2023 U.S. CENSUS BUREAU'S ESTIMATES THAT THIS PRIMARY SERVICE AREA HAS A DIVERSE POPULATION WITH OVER 3.9 MILLION RESIDENTS, 78.09% WHITE RESIDENTS, 14.66% BLACK RESIDENTS, AND 7.25% HISPANIC & OTHER RESIDENTS. OVERALL THE AVERAGE HOUSEHOLD INCOME OF THE PRIMARY SERVICE AREAS IS $69,083, WITH 12% BELOW POVERTY LEVEL AND SENIORS (AGE 65+) MAKE UP 20.9% OF THE PRIMARY SERVICE AREA'S POPULATION.THE CANCER CENTER'S AREA OF SERVICES, THE CATCHMENT AREA, CONTINUES TO INCLUDE 2 REGIONS OF FLORIDA, THE SOUTHWEST AND EAST CENTRAL REGIONS WHICH INCORPORATES NOT ONLY THE 4 COUNTIES IN THE PRIMARY SERVICE AREA MENTIONED ABOVE, BUT ALSO 19 ADDITIONAL COUNTIES: BREVARD, CHARLOTTE, CITRUS, COLLIER, DESOTO, GLADES, HARDEE, HENDRY, HERNANDO, HIGHLANDS, LAKE, LEE, MANATEE, MARION, ORANGE, OSCEOLA, SARASOTA, SEMINOLE, AND SUMTER. THE CATCHMENT AREA'S RESIDENTS ARE MADE UP OF ROUGHLY 11 MILLION RESIDENTS, 26.74% WHICH ARE SENIORS (AGE 65+), WITH AN AVERAGE HOUSEHOLD INCOME OF $66,770, 13.15% BEING BELOW POVERTY LEVEL. IN EXPANDING THE CATCHMENT AREA, THE CANCER CENTER ALSO BROADENED ITS COMMUNITY PARTNERSHIPS AND ALLIANCES TO MEET THE IDENTIFIED NEEDS IN ITS CHNA. PART VI, LINE 5: MOFFITT'S CHNA IMPLEMENTATION PLAN OUTLINES THE ORGANIZATIONAL EFFORTS IN PROMOTING THE HEALTH OF OUR COMMUNITY AND ADDRESSING CANCER PREVENTION AND EARLY DETECTION. THE COE TEAM IS DEDICATED TO ADDRESSING THE CANCER NEEDS OF UNDERSERVED POPULATIONS THROUGH RESEARCH, EDUCATION, COMMUNITY PARTNERSHIPS, AND NAVIGATION OF SERVICES. BELOW ARE ACCOMPLISHMENTS AND ACTIVITES IN FISCAL YEAR 2025:COMMUNITY INVOLVEMENTMOFFITT HAS TWO COMMUNITY ADVISORY BOARDS COMPRISED OF COMMUNITY AND PATIENT REPRESENTATION. THE TAMPA BAY COMMUNITY CANCER NETWORK (TBCCN) HAS 33 PARTNERS COVERING 21 OF THE 23 COUNTIES IN OUR CATCHMENT AREA AND PROVIDING SERVICES TO RESIDENTS ACROSS ALL COUNTIES. WITHIN TBCCN THERE ARE WORKGROUPS THAT REPRESENT DIFFERENT INTERESTS AMONG THE MEMBERS AND INITIATIVES THAT MOFFITT IS FOCUSING ON, BACKED BY DATA. WORKGROUPS INCLUDE: CANCER SURVIVORSHIP; SCREENING, BIOBANKING AND VACCINATION; YOUTH IN ACTION. MEMBERS INCLUDE: AMERICAN CANCER SOCIETY, BEST: BRAIN EXPANSIONS SCHOLOASTIC TRAINING, ULTIMATE MEDICAL ACADEMY, FACES OF COURAGE FOUNDATIONS, INC., FARMWORKER'S SELF-HELP, INC., HAITIAN ASSOCIATION FOUNDATION OF TAMPA BAY, INC., FLORIDA VOICES OF HEALTH INC., FLORIDA DEPARTMENT OF HEALTH-HILLSBOROUGH, HILLSBOROUGH ORGNAIZATION FOR PROGRESS AND EQUALITY, INC. (HOPE), JAMES B. SANDERLIN NEIGHBORHOOD FAMILY CENTER, LATINAS UNIDAS POR UN NUEVO AMANECER, INC., LUNA, THE LEUKEMIA & LYMPHOMA SOCIETY, BAY CARE MORTON PLANT HOSPITAL, FLORIDA DEPARTMENT OF HEALTH PINELLAS, PREMIER COMMUNITY HEALTHCARE GROUP, INC., SISTAHS SURVIVING BREAST CANCER, SUNCOAST COMMUNITY HEALTH CARE, TAMPA FAMILY HEALTH CENTERS, UNIVERSITY AREA COMMUNITY DEVELOPMENT, FRONT PORCH COMMUNITY DEVELOPMENT ASSOCIATION, INC., FLORIDA DEPARTMENT OF HEALTH- PASCO, CENTRAL FLORIDA HEALTHCARE, INC., WE CARE, YMCA OF THE SUNCOAST, HEALTH CHOICE NETWORK, SUNCOAST CREDIT UNION, STEPHANIE A. WYNN FOUNDATION, FLORIDA BLUE, BETH-EL FARMWORKER MINISTRY, INC., MULTIPLE REASONS, U54 PONCE-MCC PARTNERSHIP, AND OSCEOLA COMMUNITY HEALTH SERVICES.THE PATIENT AND FAMILY ADVISORY COUNCIL (PFAC) IS COMPOSED OF 29 MEMBERS SPANNING VARIOUS MOFFITT DEPARTMENTS, BUT IMPORTANTLY 52% REPRESENTS PATIENTS AND FAMILIES OF PATIENTS, WITH 12 PATIENT ADVISORS AND 3 FAMILY ADVISORS (FAMILY MEMBERS OF PATIENTS) TO GUIDE THE DEVELOPMENT OF PATIENT-FOCUSED INITATIVES AT MOFFITT CANCER CENTER. MOFFITT'S 2025 CHNA INCLUDED 64 INTERVIEWS WITH KEY PUBLIC HEALTH AND COMMUNITY STAKEHOLDERS IN MOFFITT'S 23-COUNTY CATCHMENT AREA. WE BASED THE KEY STAKEHOLDER INTERVIEWS ON SOCIAL DETERMINANTS OF HEALTH. 6% OF INTERVIEWS CAME FROM BUILT ENVIRONMENT, 24% OF INTERVIEWS WERE FROM THE DEPARTMENT OF HEALTH, 17% OF INTERVIEWS CAME FROM HEALTHCARE, 23% OF INTERVIEWS CAME FROM SOCIAL/COMMUNITY RESOURCES, 11% OF INTERVIEWS CAME FROM EDUCATION, AND 19% OF INTERVIEWS CAME FROM ECONOMIC STABILITY. ALTHOUGH MOFFITT CANCER CENTER CONDUCTED ITS OWN INDEPENDENT CHNA FOR 2025, MOFFITT'S COMMUNITY BENEFIT SPECIALIST CONTINUED TO PROVIDE SUPPORT AND EXPERTISE TO THE ALL4HEALTHFL COLLABORATIVE'S JOINT 2025 CHNA AND THE H. LEE MOFFITT CANCER CENTER AND HEALTHY HILLSBOROUGH COMMITTEE.ECONOMIC IMPACTMOFFITT CANCER CENTER FURTHERS ITS EXEMPT PURPOSE OF PROMOTING THE HEALTH OF THE COMMUNITY THROUGH A STRONG COMMITMENT TO CANCER PREVENTION AND EARLY DETECTION, WITH A PARTICULAR FOCUS ON LUNG CANCER SCREENING. IN ADDITION TO OFFERING COMPREHENSIVE LUNG CANCER SCREENING SERVICES AT ITS MOFFITT CLINICAL LOCATIONS, THE ORGANIZATION IS INTRODUCING FLORIDA'S FIRST MOBILE LUNG SCREENING UNIT TO EXPAND ACCESS TO PREVENTIVE CARE FOR INDIVIDUALS WHO MAY OTHERWISE FACE BARRIERS TO SCREENING. THIS MOBILE APPROACH IS DESIGNED TO INCREASE LUNG CANCER SCREENING RATES AMONG CURRENT AND FORMER SMOKERS BY BRINGING LIFESAVING SERVICES DIRECTLY INTO THE COMMUNITY. LUNG CANCER SCREENING IS A CRITICAL COMPONENT OF PROACTIVE HEALTH CARE, AS IT CAN IDENTIFY POTENTIALLY CANCEROUS ABNORMALITIES, SUCH AS LUNG NODULES, AT AN EARLY STAGEOFTEN BEFORE ANY SYMPTOMS ARE PRESENT. EARLY DETECTION SIGNIFICANTLY IMPROVES TREATMENT OPTIONS AND SURVIVAL OUTCOMES.GOOD NEIGHBORSMOFFITT CANCER CENTER FURTHER ADVANCES ITS EXEMPT PURPOSE THROUGH ROBUST VOLUNTEER PROGRAMS THAT SUPPORT PATIENTS, FAMILIES, AND CAREGIVERS WITHIN ITS HOSPITAL FACILITIES. THESE PROGRAMS INCLUDE PATIENT COMFORT AND COMPANIONSHIP INITIATIVES AND PET THERAPY SERVICES THAT PROMOTE EMOTIONAL WELL-BEING, REDUCE STRESS, AND ENHANCE THE OVERALL PATIENT EXPERIENCE. VOLUNTEERS, INCLUDING COMMUNITY MEMBERS AND MOFFITT TEAM MEMBERS SERVING OUTSIDE OF THEIR REGULAR JOB RESPONSIBILITIES, PROVIDE NON-CLINICAL SUPPORT THAT COMPLEMENTS MEDICAL CARE AND REFLECTS MOFFITT'S COMMITMENT TO COMPASSIONATE, WHOLE-PERSON HEALING. BY INVESTING IN VOLUNTEER COORDINATION AND SUPPORT SERVICES, MOFFITT USES ITS FACILITIES AND RESOURCES TO FOSTER A CULTURE OF COMMUNITY ENGAGEMENT AND PROMOTE HEALTH BEYOND CLINICAL TREATMENT.HTTPS://WWW.MOFFITT.ORG/ENDEAVOR/ARCHIVE/BEYOND-THE-JOB-TEAM-MEMBERS-BRING-HEALING-THROUGH-VOLUNTEER-SERVICE/RECOGNITIONIN FY25, MOFFITT CANCER CENTER FURTHER ADVANCED ITS EXEMPT PURPOSE OF PROMOTING COMMUNITY HEALTH THROUGH THE OPENING THE FIRST NIKON CENTER OF EXCELLENCE LOCATED WITHIN A STANDALONE CANCER CENTER. THIS ACHIEVEMENT DEMONSTRATES MOFFITT'S COMMITMENT TO EXPANDING CUTTING-EDGE RESEARCH INFRASTRUCTURE THAT DIRECTLY SUPPORTS IMPROVEMENTS IN CANCER PREVENTION, DIAGNOSIS AND TREATMENT. THE NIKON CENTER OF EXCELLENCE PROVIDES MOFFITT RESEARCHERS WITH ACCESS TO STATE-OF-THE-ART IMAGING PLATFORMS INCLUDING LIVE-CELL AND SUPER-RESOLUTION MICROSCOPY ALLOWING SCIENTISTS TO VISUALIZE CELLULAR AND MOLECULAR PROCESSES WITH UNPRECEDENTED PRECISION. THESE CAPABILITIES ACCELERATE DISCOVERY, SUPPORT THE DEVELOPMENT OF INNOVATIVE THERAPIES, AND STRENGTHEN MOFFITT'S ABILITY TO ADDRESS THE COMPLEX CANCER NEEDS OF THE COMMUNITIES IT SERVES.BY INTEGRATING ADVANCED IMAGING TECHNOLOGY WITH MACHINE LEARNING AND MATHEMATICAL ONCOLOGY, THE NEW CENTER ENHANCES MOFFITT'S CAPACITY TO STUDY HOW CANCER CELLS BEHAVE IN REAL TIME AND TO DESIGN MORE EFFECTIVE DOSING STRATEGIES AND TREATMENT APPROACHES. THIS INVESTMENT OF RESOURCES REINFORCES MOFFITT'S NONPROFIT MISSION BY ENSURING SURPLUS FUNDS AND STRATEGIC PARTNERSHIPS ARE USED TO EXPAND SCIENTIFIC EXCELLENCE AND IMPROVE PATIENT OUTCOMES. THE NIKON CENTER ALSO POSITIONS MOFFITT AS A HUB FOR COLLABORATIVE RESEARCH, ENGAGING ACADEMIC, CLINICAL, AND INDUSTRY PARTNERS TO ADVANCE DISCOVERIES THAT ULTIMATELY BENEFIT PATIENTS ACROSS FLORIDA AND BEYOND.THROUGH THIS MILESTONE, MOFFITT CONTINUES TO FULFILL ITS CHARITABLE PURPOSE BY PROMOTING THE HEALTH OF THE COMMUNITY, ADVANCING BREAKTHROUGH SCIENCE, AND ACCELERATING THE DEVELOPMENT OF MORE PRECISE AND EFFECTIVE CANCER THERAPIES FOR CURRENT AND FUTURE PATIENTS.HTTPS://WWW.MOFFITT.ORG/NEWSROOM/NEWS-RELEASES/MOFFITT-BECOMES-FIRST-CANCER-CENTER-TO-OPEN-NIKON-CENTER-OF-EXCELLENCE/RESPONDING TO NEEDSIN FY25, THE COE RESOURCE SPECIALIST AND COMMUNITY NAVIGATOR FACILIATED THE USE OF 376 VOUCHERS FOR COMMUNITY MEMBERS TO ACCESS FREE BREAST CANCER SCREENINGS. THE CRITERIA FOR THE BREAST CANCER VOUCHER PROGRAM EXPANDED TO INCLUDE RESIDENTS IN HILLSBOROUGH AND PINELLAS COUNTIES. THE THORACIC ONCOLOGY PROGRAM WAS ABLE TO PROVIDE 32 VOUCHERS TORECEIVE FREE CT LUNG SCREENINGS.IN FY25, MOFFITT CANCER CENTER PARTICIPATED IN 573 HEALTH EDUCATION EVENTS (HEALTH EDUCATION WORKSHOPS, SUPPORT GROUPS, MEET THE EXPERT, HEALTH FAIRS) WITHIN THE TAMPA BAY AREA, SERVING 31,237 PEOPLE.IN ADDITION, MOFFITT'S MOLE PATROL SKIN CANCER SCREENING MOBILE UNIT AND THE HEAD AND NECK DEPARTMENT PARTICIPATED IN 19 SCREENING EVENTS, PROVIDING FREE CANCER SCREEING TO 1,620 PEOPLE WITHIN THE TAMPA BAY AREA.THE MOBILE LUNG UNIT, IN ITS FIRST YEAR, ATTENDED 21 EVENTS AND SCREENED 119 COMMUNITY MEMBERS. VOLUNTEER ACTIVITIESIN FY25, 259 MOFFITT FACULTY AND STAFF DONATED BLOOD, TOTALING 588.75 HOURS OF DONATED TIME. THERE WERE 43 MOFFITT FACULTY AND STAFF THAT DONATED 242.50 HOURS OF VOLUNTEER TIME OFF (VTO). PART VI, LINE 6: TO FURTHER THE MISSION OF CONTRIBUTING TO THE PREVENTION AND CURE OF CANCER, MOFFITT CANCER CENTER COLLABORATES WITH RESPECTED ACADEMIC, HOSPITAL SYSTEMS, REGIONAL CARE CENTERS, AND PHYSICIANS' GROUPS KNOWN AS THE "MOFFITT ONCOLOGY NETWORK." WHOLLY COMMITTED TO MOFFITT'S MODEL OF PATIENT-CENTERED, INTEGRATED CANCER CARE, THE MOFFITT ONCOLOGY NETWORK IS HELPING MOFFITT DEVELOP A PREMIER CANCER CARE DELIVERY SYSTEM, FOCUSED SOLELY ON PROVIDING PATIENTS THE BEST PERSONALIZED CANCER CARE. THE MOFFITT ONCOLOGY NETWORK IMPLEMENTS MOFFITT'S CLINICAL CARE MODEL, INCLUDING MULTIDISCIPLINARY CANCER CARE, PEER REVIEW, CLINICAL PATHWAYS AND QUALITY ASSURANCE.THE COMMUNITY HEALTH NEEDS ASSESSMENT DETERMINED OPPORTUNITIES THAT CAN BE ADDRESSED BY THE CANCER CENTER AS A WHOLE. THE CANCER CENTER'S NON-HOSPITAL FACILITIES DEDICATED TO SERVING INDIVIDUALS WHO ARE IN NEED OF FINANCIAL ASSISTANCE, HELPING TO DEVELOP AND FUND COMMUNITY PROGRAMS AND PERFORM TRANSLATIONAL RESEARCH TO BENEFIT THE COMMUNITY, INCLUDE MOFFITT FOUNDATION, MOFFITT MEDICAL GROUP, AND MOFFITT RESEARCH. MOFFITT FOUNDATION SOLICITS FUNDS TO SUPPORT THE WORK OF THE CANCER CENTER. DONATIONS MAINTAINED BY THE FOUNDATION MAY BE USED FOR A SPECIFIC PROGRAM OR MAY BE USED TO FURTHER THE OVERALL NEEDS OF THE COMMUNITY. MOFFITT MEDICAL GROUP EMPLOYS PHYSICIANS THAT STAFF THE HOSPITAL AND PROVIDE CLINICAL RESEARCH TO THE CANCER CENTER HEALTH CARE SYSTEM. THESE PHYSICIANS PROVIDE MEDICAL SERVICES TO THOSE PATIENTS THAT QUALIFY FOR FINANCIAL ASSISTANCE. IN ADDITION, PHYSICIANS PARTICIPATE IN COMMUNITY RELATED PROGRAMS PROVIDING EDUCATION AND TRAINING. MOFFITT'S CANCER RESEARCH FACILITY PERFORMS STUDIES AND INVESTIGATIONS TO GENERATE GENERALIZABLE KNOWLEDGE AVAILABLE TO THE PUBLIC. THE RESEARCH FACILITY IS ALSO THE PARENT COMPANY OF THE CANCER CENTER HEALTH CARE SYSTEM THAT PLANS, DEVELOPS, AND IMPLEMENTS COMMUNITY BENEFIT PROGRAMS TO ADDRESS COMMUNITY NEEDS SEPARATELY FROM, AS WELL AS IN COLLABORATION WITH, THE HOSPITAL. COMMUNITY BENEFIT EXPENSES PERFORMED BY RELATED ENTITIES:MOFFITT MEDICAL GROUP:FINANCIAL ASSISTANCEMOFFITT MEDICAL GROUP OFFERS ADDITIONAL CHARITY CARE IN THE FORM OF FINANCIAL ASSISTANCE TO PATIENTS BILLED BY THE MEDICAL GROUP.FINANCIAL ASSISTANCE AT COST WAS $2,587,647PERCENT OF TOTAL MMG ENTITY EXPENSE: .68%PERCENT OF COMBINED EXPENSE: .089%MOFFITT MEDICAL GROUP'S BAD DEBT EXPENSE AT COST: $626,753MOFFITT RESEARCH:MOFFITT RESEARCH PERFORMS ONGOING STUDIES THAT BENEFIT THE SURROUNDING COMMUNITIES NOW AND INTO THE FUTURE.DIRECT AND INDIRECT RESEARCH COSTS TOTALED $144,046,061PERCENT OF TOTAL RESEARCH ENTITY EXPENSE: 39.33%PERCENT OF COMBINED EXPENSE: 4.95%COMMUNITY BUILDING ACTIVITIES:MOFFITT RESEARCH, AS THE PARENT ENTITY OF MOFFITT AFFILIATES, AT TIMES SHOULDERS THE FINANCIAL BURDEN TO SPONSOR CERTAIN COMMUNITY BUILDING EFFORTS. FOR INSTANCE, IN FY25 MOFFITT RESEARCH PAID $50,000 TOWARD THE YMCA SURVIVORSHIP PROGRAM IN ADDITION TO FUNDING AN ADVOCACY EVENT FOR "MOFFITT DAY" AT THE FLORIDA STATE CAPITOL TOTALING $4,857.CARING FOR PATIENTS WHO CANNOT AFFORD TO PAY FOR QUALITY CANCER CARE IS AN IMPORTANT PART OF MOFFITT'S COMMITMENT TO FLORIDA'S CITIZENS AND IT IS THE INTENTION OF MOFFITT TO OFFER FINANCIAL ASSISTANCE TO ITS MOST MEDICALLY AND FINANCIALLY NEEDY PATIENTS. AS SUCH, MOFFITT PRIDES ITSELF IN OFFERING TREATMENT TO PATIENTS WITH A DIVERSE RANGE OF FINANCIAL CONDITIONS. WITH THE RISING COST OF LABOR DUE TO INFLATION AND THE NEED TO COMPETE TO MAINTAIN CLINICAL STAFF, TOTAL EXPENSES HAVE INCREASED IN EXCESS OF 16% FROM THE PRIOR YEAR, DILUTING MOFFITT'S COMMUNITY BENEFIT PERCENTAGE IN COMPARISON TO THE PRIOR YEAR. IN ADDITION, MOFFITT'S SEGMENTED STRUCTURE CAUSES COMMUNITY BENEFIT COSTS SUCH AS RESEARCH AND HEALTH PROFESSIONAL EDUCATION TO BE GROSSLY UNDERSTATED ON SCHEDULE H, AS THE MAJORITY OF THESE ACTIVITIES ARE PERFORMED BY OTHER NON-HOSPITAL NONPROFIT ENTITIES WITHIN OUR ORGANIZATIONAL STRUCTURE. FOR THE CURRENT TAX YEAR, IF COMMUNITY BENEFIT FIGURES WERE RESTATED TO BE INCLUSIVE OF OUR AFFILIATE ENTITIES MOFFITT MEDICAL GROUP AND MOFFITT RESEARCH, THE TOTAL COMMUNITY BENEFIT EXPENSE PERCENTAGE IS PROJECTED TO EXCEED 7%. PART I, LINE 7 TOTAL COMMUNITY BENEFIT PERCENTAGE SEE ADDITIONAL INFORMATION IN PART VI, LINE 6 TO LEARN HOW THE MOFFITT AFFLIATED HEALTH SYSTEM AS A WHOLE PROVIDES COMMUNITY BENEFIT IN EXCESS OF 7%. PART VI, LINE 7 THE HOSPITAL DOES NOT FILE A COMMUNITY BENEFIT REPORT WITH ANY U.S. STATE. 1 H LEE MOFFITT CC&RI INC 12902 MAGNOLIA DRIVE TAMPA FL 33612 592451713 501(C)(3) 19009612 0 INTERCOMPANY SUPPORT USF FOUNDATION INC 4202 E FOWLER AVE ALC 100 TAMPA FL 33620 590879015 501(C)(3) 50000 0 SPONSORSHIP UNIVERSITY OF CENTRAL FLORIDA FOUNDATION 12201 RESEARCH PKWY STE 300 ORLANDO FL 32826 596211832 501(C)(3) 10000 0 SPONSORSHIP 3 0 PART I, LINE 2: THE GRANT LISTED AS INTERCOMPANY SUPPORT IN SCHEDULE I, PART II, IS ONLY MADE TO A RELATED ORGANIZATION TO SUPPORT ITS OPERATIONS. THE ORGANIZATION MAY ALSO, FROM TIME TO TIME, GIVE DONATIONS OR SPONSORSHIPS TO OTHER ORGANIZATIONS THAT ALIGN WITH OUR MISSION. THE ORGANIZATIONS ARE VETTED AND APPROVED BEFORE THE GRANT OR SPONSORSHIP IS GIVEN AND UNLESS OTHERWISE NOTED, THESE AMOUNTS ARE GRANTED FOR GENERAL PURPOSES AND DO NOT REQUIRE SPECIFIC MONITORING AS TO USE. X 0 1 0 1 0 0 0 1 1 0 0 PATRICK HWU FRM HOSPITAL PRES TO 10/2021 0 1247352 0 647371 0 9270 0 339029 0 4313 0 2247335 0 0 SARABDEEP SINGH HOSPITAL PRESIDENT 0 783339 0 315683 0 4902 0 176750 0 39576 0 1320250 0 0 G DOUGLAS LETSON FRM EVP-PHYS IN CHIEF TO 6/2024 347486 265418 1025 314727 77920 17446 100802 39981 11531 15494 538764 653066 0 0 L DAVID DE LA PARTE FRM EVP-GEN CO; ASST SEC TO 6/2024 0 462966 0 277241 0 59956 0 215205 0 29660 0 1045028 0 0 JOANNA WEISS EVP-CFO & ASST TREAS 0 563868 0 236792 0 32727 0 105118 0 37521 0 976026 0 0 WADE SEXTON VP CHF MED OFFICER AS OF 7/2024 335217 388202 97297 0 2262 2640 51762 79425 16402 19135 502940 489402 0 0 TIM HEMBREE VP CHIEF QUALITY OFFICER 419712 0 139639 0 3746 0 96085 0 30238 0 689420 0 0 0 CHARLES FLETCHER EVP-GEN COUN & ASST SEC AS OF 7/2024 0 410987 0 122232 0 11123 0 85655 0 35265 0 665262 0 0 KAREN LU EVP-PHYSICIAN IN CHIEF 496051 0 18000 0 103762 0 451 0 17814 0 636078 0 0 0 KAREN WARTENBERG VP MOFFITT MEDICAL GROUP 371330 0 105986 0 30324 0 116891 0 5086 0 629617 0 0 0 KELLY GONZALVO VP PATIENT CARE/CNO 357274 0 130494 0 18779 0 62252 0 44150 0 612949 0 0 0 MATTHEW BEDNAR VP AMBULATORY/VIRTUAL CARE OPS 338704 0 113431 0 1170 0 97116 0 37320 0 587741 0 0 0 EVAN ZASLOW VP PAYER STRATEGIES 329179 0 119922 0 757 0 70104 0 38720 0 558682 0 0 0 VLADIMIR FEYGELMAN SR MBR PHYSICIST-RAD ONC 292419 0 45353 0 9008 0 164000 0 24945 0 535725 0 0 0 TERRENCE WRIGHT VP FAC & SUP SVCS 0 293455 0 99360 0 4411 0 58655 0 35439 0 491320 0 0 GEOFFREY G ZHANG SR MBR PHYSICIST-RAD ONC 298999 0 24772 0 9995 0 141533 0 14985 0 490284 0 0 0 STUART G WASSERMAN CHIEF RAD ONC OFFICER AS OF 7/2024 308137 0 62636 0 6891 0 73590 0 29311 0 480565 0 0 0 EDUARDO G MOROS CHIEF MEDICAL PHYSICS 371536 0 0 0 8031 0 51373 0 35375 0 466315 0 0 0 KEN KOMORNY VP CHIEF PHARMACY OFFICER 261840 0 88642 0 12872 0 50778 0 36576 0 450708 0 0 0 CHRISTINE ALVERO VP HOSPITAL OPS (MMH) 212229 0 77037 0 6113 0 52201 0 32549 0 380129 0 0 0 MARILYN COSTACHE CHIEF RISK OFFICER 223874 0 43008 0 709 0 22922 0 35034 0 325547 0 0 0 MELISSA SMITH VP FINANCE AS OF 8/2024 0 213785 0 29093 0 817 0 39871 0 14233 0 297799 0 0 YVETTE M LYONS TREMONTI FRM EVP-CFAO & ASST TREAS TO 5/2024 0 324093 0 0 0 206022 0 51122 0 16389 0 597626 0 0 ROBERT KEENAN FRM VP-CHF MED OFFICER TO 1/2024 53073 61404 0 0 703 128285 43788 2158 1940 205 99504 192052 0 0 HENRY REYES FRM VP-PARTNER DEV TO 4/2024 0 102671 0 0 0 2996 0 18495 0 8678 0 132840 0 0 PART I, LINE 1A HOSPITAL PAID MEMBERSHIP DUES TO A SOCIAL CLUB FOR G.D. LETSON. THE AMOUNT PAID IS INCLUDED IN G.D. LETSON'S COMPENSATION AS TAXABLE WAGES. PART I, LINE 1B: PAYMENTS MADE FOR SOCIAL CLUB DUES ARE INITIALLY APPROVED BY EXECUTIVE LEADERSHIP AND HUMAN RESOURCES, AND THEN SUBSEQUENTLY REVIEWED/APPROVED BY THE JOINT EXECUTIVE COMPENSATION AND BENEFITS COMMITTEE (JE&BC), A COMMITTEE OF THE INSTITUTE. PART I, LINE 3 FOR TAX YEAR 2024 SARABDEEP SINGH, HOSPITAL'S PRESIDENT, WAS PAID BY A RELATED ORGANIZATION. THE COMPENSATION IS ESTABLISHED BY RELYING ON AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEYS OR STUDIES, AN EXECUTIVE COMPENSATION COMMITTEE, AND THE APPROVAL BY THE BOARD OR THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. PART I, LINE 4B TO BE ELIGIBLE TO PARTICIPATE IN THE 457(F) NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP), PARTICIPANTS MUST ELECT TO CONTRIBUTE AT LEAST 10% ACROSS THE 403(B) AND 457(B) PLANS, AND ARE VESTED AFTER 10 YEARS OF SERVICE. LUMP SUM DISTRIBUTIONS FROM THE ACCOUNT ARE MADE UPON NORMAL RETIREMENT OR TERMINATION. BELOW ARE INDIVIDUALS LISTED ON HOSPITAL'S 2024 FORM 990 PART VII, SECTION A, THAT PARTICIPATED IN THE 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AND THEIR RESPECTIVE AMOUNTS OF COMPENSATION CONSTRUCTIVELY RECEIVED IN TAX YEAR 2024 FROM THE PLAN: CHRISTINE ALVERO - $5,409 MATTHEW BEDNAR - $0 L. DAVID DE LA PARTE - $50,346 VLADIMIR FEYGELMAN - $943 CHARLES FLETCHER - $0 KELLY GONZALVO - $15,177 TIM HEMBREE - $0 PATRICK HWU - $0 ROBERT KEENAN - $0 KEN KOMORNY - $0 G. DOUGLAS LETSON - $68,450 YVETTE M. LYONS TREMONTI - $202,839 EDUARDO G. MOROS - $1,500 HENRY REYES - $0 WADE SEXTON - $0 SARABDEEP SINGH - $0 MELISSA SMITH - $0 KAREN WARTENBERG - $17,886 STUART G. WASSERMAN - $1,400 JOANNA WEISS - $30,428 TERRENCE WRIGHT - $0 EVAN ZASLOW - $0 GEOFFREY G. ZHANG - $1,570 PART I, LINE 6 IN GENERAL, INCENTIVE COMPENSATION IS BASED ON MOFFITT'S ACHIEVEMENT AGAINST SPECIFIC ORGANIZATIONAL GOALS RELATED TO NET OPERATING INCOME AND ON DIVISION OR INDIVIDUAL GOALS. NET OPERATING INCOME MUST MEET OR EXCEED A CERTAIN THRESHOLD IN ORDER TO TRIGGER A PAYOUT FOR THE ORGANIZATIONAL GOAL COMPONENTS. X EQUIPMENT 3 587131 PURCHASE PRICE 0 0 1 0 PART I, COLUMN (B): THE NUMBER ON LINE 25(B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED, NOT THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING DIRECTORS AND OFFICERS, THAT JOINTLY SERVE ON THE HOSPITAL AND A FOR-PROFIT RELATED ENTITY, QUALIFY AS HAVING A BUSINESS RELATIONSHIP. HOSPITAL & MOFFITT TECHNOLOGIES CORPORATION (MTC): CHARLES FLETCHER, HOSPITAL OFFICER & MTC OFFICER & DIRECTOR JOANNA WEISS, HOSPITAL OFFICER & MTC OFFICER & DIRECTOR FORM 990, PART VI, SECTION A, LINE 6 H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. IS THE SOLE MEMBER OF THE HOSPITAL. FORM 990, PART VI, SECTION A, LINE 7A AS THE SOLE MEMBER OF THE HOSPITAL, H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. ("THE INSTITUTE") SHALL HAVE THE POWER TO APPROVE, DISAPPROVE OR REMOVE ANY MEMBER OF THE BOARD OF DIRECTORS OR OFFICER OF THE HOSPITAL. FORM 990, PART VI, SECTION A, LINE 7B THE INSTITUTE AS THE SOLE MEMBER OF THE CORPORATION SHALL ALSO HAVE THE FOLLOWING POWERS: A. APPROVE, DISAPPROVE OR RECOMMEND THE ADOPTION, CHANGE, AMENDMENT OR REPEAL OF THE ARTICLES OF INCORPORATION OF THE CORPORATION; B. APPROVE, DISAPPROVE OR RECOMMEND THE ADOPTION, CHANGE, AMENDMENT OR REPEAL OF THE BYLAWS OF THE CORPORATION; C. APPROVE, DISAPPROVE OR RECOMMEND THE SELECTION OF A QUALIFIED AUDIT FIRM AND THE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; D. APPROVE OR DISAPPROVE THE TRANSFER, SALE, LEASE OR DISPOSITION OF ANY ASSET OF THE CORPORATION IN EXCESS OF TWO HUNDRED THOUSAND DOLLARS ($200,000.00); E. APPROVE OR DISAPPROVE THE CONFERRING OF ANY LIEN OR SECURITY INTEREST IN ASSETS OF THE CORPORATION IN EXCESS OF ONE MILLION DOLLARS ($1,000,000.00), WHETHER SAME SHALL BE IN CONNECTION WITH EITHER PUBLIC OR PRIVATE FINANCING, OR OTHERWISE; F. APPROVE OR DISAPPROVE ALL DONATIONS OR CHARITABLE CONTRIBUTIONS BY THE CORPORATION IN EXCESS OF TWENTY THOUSAND DOLLARS ($20,000.00) PER CONTRIBUTION OR ANNUAL CONTRIBUTION EXCEEDING FIFTY THOUSAND DOLLARS ($50,000.00) IN THE AGGREGATE; G. APPROVE, DISAPPROVE OR RECOMMEND THE ADOPTION OF THE CORPORATION'S MISSION AND PHILOSOPHY STATEMENT; H. APPROVE OR DISAPPROVE CAPITAL EXPENDITURES BY THE CORPORATION IN EXCESS OF ONE MILLION DOLLARS ($1,000,000.00) PER EXPENDITURE OR ONE MILLION DOLLARS ($1,000,000.00) IN THE AGGREGATE ANNUALLY; AND I. APPROVE, DISAPPROVE OR REMOVE ANY MEMBER OF THE BOARD OR OFFICER OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO ELECTRONICALLY FILING FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX), A COPY OF THE RETURN IS PROVIDED TO THE JOINT FINANCE COMMITTEE, CONSISTING OF BOARD MEMBERS ACROSS THE CANCER CENTER, GIVING EACH MEMBER TIME TO REVIEW THE RETURN. BOARD MEMBERS HAVE THE OPPORTUNITY TO ASK QUESTIONS RELATED TO THE INFORMATION PROVIDED ON THE RETURN. THE FORM 990 IS ALSO PROVIDED TO THE CHIEF FINANCIAL OFFICER FOR REVIEW. BASED ON THE REVIEW ANY SUGGESTED COMMENTS OR CHANGES ARE DISCUSSED, AND IF DEEMED NECESSARY CHANGES ARE MADE PRIOR TO SIGNING. FORM 990, PART VI, SECTION B, LINE 12C H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC., THE INSTITUTE AND PARENT ORGANIZATION OF THE CANCER CENTER, DEVELOPS, IMPLEMENTS, AND ENFORCES COMPANY POLICY FOR THE CANCER CENTER AS A WHOLE. ON AN ANNUAL BASIS A PRESENTATION IS MADE TO ALL BOARD MEMBERS THROUGHOUT MOFFITT'S ENTITIES, INCLUDING HOSPITAL'S BOARD MEMBERS, TO REVIEW THE CONFLICT OF INTEREST POLICY AND PROCEDURES FOR DISCLOSING ANY POTENTIAL CONFLICTS. EACH DIRECTOR, OFFICER, COMMITTEE MEMBER, AND KEY EMPLOYEE SHALL COMPLETE A CONFLICT OF INTEREST DISCLOSURE CERTIFICATION VIA THE ELECTRONIC DISCLOSURE SYSTEM. ANY DIRECTOR, OFFICER, COMMITTEE MEMBER, OR KEY EMPLOYEE WHO REASONABLY BELIEVES THAT HE OR SHE MAY HAVE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST MUST DISCLOSE THE EXISTENCE OF AND THE MATERIAL FACTS OF THE NATURE OF HIS/HER INTEREST ON THE FORM. THE ELECTRONIC FORM IS SUBMITTED TO THE CORPORATE COMPLIANCE OFFICE, WHICH REVIEWS THE FORMS, GATHERS ADDITIONAL RELEVANT INFORMATION WHERE NECESSARY, AND PREPARES A SUMMARY OF THE DISCLOSURES TO BE REVIEWED BY THE CONFLICT OF INTEREST WORK GROUP. IF A DIRECTOR OR COMMITTEE MEMBER DISCLOSES THAT HE/SHE HAS A POTENTIAL CONFLICT OF INTEREST AT A BOARD OR COMMITTEE MEETING, SUCH DIRECTOR OR COMMITTEE MEMBER MUST DISCLOSE THE NATURE OF THE INTEREST AND ANY RELATED INFORMATION AND RESPOND TO QUESTIONS AS MAY BE REQUIRED BY THE REMAINING MEMBERS. BASED ON THE INFORMATION DISCLOSED, THE REMAINING BOARD MEMBERS WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IF A CONFLICT EXISTS THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER AN ALTERNATIVE TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT IS EQUALLY ADVANTAGEOUS. IF AN ALTERNATIVE TRANSACTION IS NOT EQUALLY ADVANTAGEOUS THE DIRECTOR OR COMMITTEE MEMBER WHO IS THE SUBJECT OF THE CONFLICT SHALL NOT VOTE ON, NOR USE HIS HER PERSONAL INFLUENCE ON, NOR PARTICIPATE IN DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE INSTITUTE HAS AN ESTABLISHED SUB-COMMITTEE, THE JOINT EXECUTIVE COMPENSATION & BENEFITS COMMITTEE (JEC&BC) THAT IS MADE UP ENTIRELY OF INDEPENDENT, OUTSIDE COMMITTEE MEMBERS. THIS COMMITTEE IS CHARGED WITH THE OVERSIGHT OF THE COMPENSATION OF MOFFITT DISQUALIFIED PERSONS, WHICH INCLUDES THE CEO, OTHER OFFICERS, AND KEY EMPLOYEES. TO ACCOMPLISH ITS MISSION, THE COMMITTEE CAN, AS NEEDED, AND DOES AT ITS DISCRETION, ENGAGE INDEPENDENT OUTSIDE ADVISORS, INCLUDING, BUT NOT LIMITED TO ATTORNEYS AND THIRD-PARTY COMPENSATION CONSULTANTS. ON AN ANNUAL BASIS THE JEC&BC ENGAGES A NATIONALLY KNOWN, THIRD-PARTY CONSULTING FIRM TO PROVIDE A DETAILED STUDY OF THE CASH COMPENSATION FOR EACH DISQUALIFIED PERSON. THE CONSULTANT USES A VARIETY OF PUBLISHED SURVEYS COMPILED BY INDEPENDENT FIRMS TO PROVIDE THE INSTITUTE SOURCE DATA FOR THE STUDY. USING FUNCTIONALLY COMPARABLE POSITIONS IN OTHER SIMILARLY SIZED, NOT-FOR-PROFIT AND FOR-PROFIT HEALTHCARE, ACADEMIC AND RESEARCH ORGANIZATIONS, THE CONSULTING FIRM PRODUCES A STUDY THAT COMPARES EACH DESIGNATED CANCER CENTER POSITION TO ITS APPROPRIATE MARKET EQUIVALENT, INCLUDING THE VALUE OF ALL BENEFITS AND PERQUISITES (CASH AND NON-CASH) PROVIDED AS COMPENSATION TO THE DISQUALIFIED PERSONS. THE RESULTING DATA IS PROVIDED TO THE DIRECTOR OF COMPENSATION, WHO IS NOT INCLUDED IN THE DISQUALIFIED PERSON CATEGORY, FOR USE IN THE FORMULATION OF RECOMMENDATIONS FOR COMPENSATION CHANGES TO MAINTAIN MARKET COMPETITIVENESS OR TO REWARD PERFORMANCE. THESE RECOMMENDATIONS, ALONG WITH THE CONSULTANT'S COMPARABILITY DATA, ARE PRESENTED TO THE JEC&BC FOR THE COMMITTEE MEMBERS TO CONFIRM ITS REASONABLENESS, MAKE MODIFICATIONS AS IT DEEMS NECESSARY AND PROVIDE FINAL APPROVAL. MINUTES ARE KEPT AT EACH OF THESE ANNUAL MEETINGS DETAILING THE RECOMMENDATIONS PRESENTED AND THE DECISIONS MADE BY THE COMMITTEE. THESE MINUTES ARE PUBLISHED TO THE COMMITTEE AT THE NEXT MEETING AND REPORTED BACK TO THE INSTITUTE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE HOSPITAL MAKES AVAILABLE ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS TO THE PUBLIC THROUGH DAC BOND AND A THIRD PARTY VENDORS' WEBSITE. IN ADDITION, FORM 990 IS MADE AVAILABLE ON GUIDESTAR. ALL ORGANIZING AND GOVERNING DOCUMENTS SUCH AS FORM 1023, CONFLICTS OF INTEREST POLICY, AND BYLAWS AS WELL AS FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: EMPLOYEES WHO ARE LISTED ON MOFFITT HOSPITAL'S FORM 990 ARE EMPLOYEES WHOSE W-2'S WERE ISSUED BY MOFFITT INSTITUTE, THE COMMON PAYMASTER AND RELATED ENTITY. PROCEDURES TO REPORT COMPENSATION OF EMPLOYEES ON FORM 990 PART VII AND ON SCHEDULE J ARE IN ACCORDANCE WITH IRS INSTRUCTIONS FOR EACH RESPECTIVE SECTION. FORM 990, PART IX, COLUMN D: THERE ARE NO FUNDRAISING EXPENSES BECAUSE H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION, INC. HANDLES ALL FUNDRAISING ACTIVITIES FOR H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. AND ITS SUBSIDIARIES. FORM 990, PART IX, LINE 24B CERTAIN MOFFITT CANCER CENTER INTERCOMPANY OVERHEAD HAS BEEN ALLOCATED FROM THE PARENT ENTITY TO THE HOSPITAL AND THOSE AMOUNTS ARE INCLUDED IN COLUMN (C) AND THEN REALLOCATED ON LINE 24B TO THE PROPER FUNCTIONAL CATEGORIES. FORM 990, PART XI, LINE 9: CHANGES IN NET ASSETS PREDOMINANTLY RELATES TO THE CLOSE OUT OF INTERCOMPANY ACCOUNTS PAYABLE AND RECEIVABLES (DUE TO/DUE FROM) IN THE AMOUNT OF -$410,001,747 TO NET ASSETS. H LEE MOFFITT CANCER CTR & RESEARCH INSTITUTE FOUNDATION INC 12902 MAGNOLIA DRIVE TAMPA FL 33612 593238636 FUNDRAISING FL 501(C)(3) LINE 7 H LEE MOFFITT CC&RI INC 0 H LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE INC 12902 MAGNOLIA DRIVE TAMPA FL 33612 592451713 PARENT-RESEARCH FL 501(C)(3) LINE 7 N/A 0 H LEE MOFFITT CC& RI LIFETIME CANCER SCREENING CENTER INC 12902 MAGNOLIA DRIVE TAMPA FL 33612 593238640 PRACTICE MANAGEMENT FL 501(C)(3) LINE 10 H LEE MOFFITT CC&RI INC 0 MOFFITT REAL ESTATE HOLDING CORP 12902 MAGNOLIA DRIVE TAMPA FL 33612 923387708 HOLDING TITLE FL 501(C)(2) H LEE MOFFITT CC&RI INC 0 MOFFITT LIFESCIENCES CAMPUS MANAGEMENT CORPORATION 12902 MAGNOLIA DRIVE TAMPA FL 33612 923388291 REAL ESTATE PROPERTY MANAGEMENT FL 501(C)(3) LINE 12A, I H LEE MOFFITT CC&RI INC 0 MOFFITT TECHNOLOGIES CORPORATION 12902 MAGNOLIA DRIVE TAMPA FL 33612 300332914 TECHNOLOGY MANAGEMENT FL N/A C 0 PAGONA HEALTH LLC (AS OF 111524) 12902 MAGNOLIA DRIVE TAMPA FL 33612 994698652 MEDICAL SERVICES FL N/A C 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0