2024-05-15T13:41:31+00:00 2023-06-30 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2022-07-01 591800743 Leesburg Regional Medical Center Foundation Inc LEES 3523235002 600 East Dixie Avenue Leesburg FL 34748 Erica Lebo President 2024-05-15 true Erica Lebo 999009999 Brittney Kocaj P01320603 9542028600 2022 2023-04-26 12:10:37Z UF HEALTH LEESBURG HOSPITAL FOUNDATION Erica Lebo 600 East Dixie Avenue Leesburg FL 34748 3300958 false X https://centralflorida.ufhealth.org/giving/foundation-leesburg/ X 1977 FL TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF OUR PATIENTS AND COMMUNITIES through support of Leesburg Regional Medical Center. 14 14 0 113 0 0 263808 2847990 0 0 260028 299811 19521 4719 543357 3152520 58250 61071 0 0 0 0 0 244010 315948 364566 374198 425637 169159 2726883 6705879 9705655 144646 151466 6561233 9554189 TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF OUR PATIENTS AND COMMUNITIES through support of Leesburg Regional Medical Center ("UFHL"). false false 132156 61071 0 THE FOUNDATION'S ENDEAVOR IS TO CREATE HEALTHIER COMMUNITIES THROUGH PHILANTHROPY, VOLUNTEERISM AND COMMUNITY PARTNERSHIPS. SINCE 1977, THE FOUNDATION HAS SUPPORTED UFHL'S PROGRAMS, SERVICES AND GROWING NEEDS. ITS MISSION IS TO ENHANCE THE QUALITY OF HOSPITAL CARE GIVEN BY SECURING FINANCIAL SUPPORT AND RECRUITING INDIVIDUALS TO MAKE A COMMITMENT TO THE HOSPITAL AS THEIR PRIMARY HOSPITAL OF CHOICE. THE FOUNDATION IS COMMITTED TO BUILDING COMMUNITY AWARENESS OF HEALTH CARE NEEDS, LEADERSHIP, AND DONOR ENGAGEMENT. 132156 true true false false false false false false true true false false false true true false true false false false false false false true false false false true true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false true true false false false false false false X 14 14 false false false false true true true true true false false true true true true true true false false false FL X Erica Lebo 3523235002 600 EAST DIXIE AVENUE Leesburg FL 34748 Andrew Lo Faro 1st Vice Chair 1.0 0 X X 0 0 0 Josh Gonzales Chairman/Treasurer 1.0 0 X X 0 0 0 Ken Thomas Secretary (Through June 2023) 1.0 0 X X 0 0 0 Lori Davis 2nd Vice Chair 1.0 0 X X 0 0 0 AMANDA PATTEN DIRECTOR 1.0 0 X 0 0 0 Bettye Stevens Coney Director 1.0 0 X 0 0 0 Blake Merrill Director 1.0 0 X 0 0 0 Dan Tatro Director 1.0 0 X 0 0 0 DAVE VAN DE VELDE DIRECTOR 1.0 0 X 0 0 0 Dolores Geverink Director 1.0 0 X 0 0 0 Gerald Tucker Director/Immediate Past Chair 1.0 0 X 0 0 0 Heath Nailos JD Director 1.0 0 X 0 0 0 John Maze Director (Through Feb 2023) 1.0 0 X 0 0 0 Kevin Mukri Director (beg June 2023) 1.0 0 X 0 0 0 Lynne Winker CFH Board Rep 1.0 0 X 0 0 0 Maria Stefanovic Director (Through April 2023) 1.0 0 X 0 0 0 Mirta Conde-Vega Auxiliary President (Through July 2022) 1.0 0 X 0 0 0 Patrick T Grady Director 1.0 0 X 0 0 0 Erica Lebo Foundation Executive Director/President 50.0 0 X 0 143178 21665 Heather Long CEO UF HEALTH CFH (BEG DEC 2022) 1.0 49.0 X 0 545405 33069 James J Kelly Jr INTERIM CEO (BEG AUG 2022); SVP/CFO/TREASURER 1.0 49.0 X 0 939771 37867 Philip Braun JD VP/GENERAL COUNSEL UF HEALTH CENTRAL FLORIDA 1.0 49.0 X 0 363137 37689 Donald Henderson President/CEO Central Florida Health (through June 2021) 0.0 0.0 X 0 385687 7007 0 2377178 137297 0 true true false 0 137444 2710546 3535 2847990 0 0 0 0 0 299811 299811 0 0 0 0 13700 137444 46866 -33166 -33166 139457 101572 37885 37885 0 0 0 0 0 3152520 0 0 304530 X 1051 1051 60020 60020 38656 38656 84435 0 0 84435 10745 10745 17438 17438 1347 1347 3218 3218 1291 1291 9468 9468 Fundraising Campaign Expenses 126678 126678 Other community support activities 71085 71085 DUES and SUBSCRIPTIONS 205 205 0 0 0 0 425637 132156 49471 244010 1431043 4110776 61934 6759 0 0 0 0 16229 16229 25087 22895 187948 157213 40203 30735 5118552 5518261 0 0 12831 0 6705879 9705655 114922 130936 29724 1000 0 0 0 19530 144646 151466 X 4366671 7224878 2194562 2329311 6561233 9554189 6705879 9705655 2726883 266073 0 X false true X true false X X 1 LEESBURG REGIONAL MEDICAL CENTER 590878982 3 true 0 132156 1 0 132156 true false false false false true false false false false false false false false false true false Schedule A, Part IV, Section A, Line 6 Support to other supported orgs THE FOUNDATION FUNDS SCHOLARSHIPS FOR MEN AND WOMEN PURSUING CAREERS IN HEALTHCARE AND THOSE LOOKING TO FURTHER THEIR EDUCATION IN HEALTH-RELATED FIELDS. THE PROVISION OF THESE SCHOLARSHIPS ENHANCES THE PROVISION OF HEALTHCARE FOR THE COMMUNITY THAT ITS SUPPORTED ORGANIZATION SERVES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2403136 168304 2571440 2515311 -112175 2403136 2141059 374252 2515311 2072137 68922 2141059 1956114 116023 2072137 0.0 1.0 0.0 false false 73530 59284 14246 114418 97929 16489 30735 DUE TO AFFILIATES 19530 19530 X Schedule D, Part V, Line 4 Intended uses of endowment funds The organization's endowment funds are intended to be used in support of the activities of LEESBURG REGIONAL MEDICAL CENTER ("UFHL") and the communities served by UFHL. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote STHC, Elder Care, Southeastern, Auxiliary, UFHCF, UFHL, UFHV, UFHL Foundation, and UFHV Foundation are exempt from federal income taxes pursuant to Section 501(a) as organizations described in Section 501(c)(3) of the Internal Revenue Code and from state income taxes pursuant to Chapter 220.13 of the Florida Statutes. The other affiliates are single member LLCs and disregarded entities for federal and state tax purposes except for sales and use tax on non medical purchases. Clay Shoot 134100 126340 7760 7933 19360 5538 660 5K 17044 11104 5940 9052 1231 3092 0 151144 137444 13700 16985 20591 8630 660 46866 -33166 true Scholarships 29 60020 0 N/A N/A Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Scholarship recipients and amounts are determined by the Foundation Board of Directors scholarship sub-committee. Employees of UFHL and Leesburg High School Students interested in the nursing or medical field are eligible to receive the scholarships. Eligible individuals must complete an application that is then reviewed by the sub-committee. Awards are determined using the application and a score sheet. Recipients must provide transcripts on an annual basis to show the student is in good standing and still in a nursing or medical program. true false false false false false false false false Donald Henderson President/CEO Central Florida Health (through June 2021) 0 0 0 0 0 385687 0 0 0 7007 0 392694 0 0 James J Kelly Jr INTERIM CEO (BEG AUG 2022); SVP/CFO/TREASURER 0 710988 0 146900 0 81883 0 21350 0 16517 0 977638 0 0 Heather Long CEO UF HEALTH CFH (BEG DEC 2022) 0 459111 0 85100 0 1194 0 18300 0 14769 0 578474 0 0 Philip Braun JD VP/GENERAL COUNSEL UF HEALTH CENTRAL FLORIDA 0 298951 0 45300 0 18886 0 18300 0 19389 0 400826 0 0 Erica Lebo Foundation Executive Director/President 0 130898 0 12174 0 106 0 5403 0 16262 0 164843 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE ORGANIZATION'S EXECUTIVE DIRECTOR WAS COMPENSATED BY LEESBURG REGIONAL MEDICAL CENTER, INC. ("UFHL"), A RELATED TAX-EXEMPT ORGANIZATION. UFHL UTILIZED THE FOLLOWING METHODS TO DETERMINE COMPENSATION: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE Schedule J, Part I, Line 4a Severance or change-of-control payment THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS FROM A RELATED ORGANIZATION DURING CALENDAR YEAR 2022: DONALD HENDERSON - $343,501 Form 990, Part VI, Line 15a PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL THE ORGANIZATION'S Executive Director IS COMPENSATED BY A RELATED ORGANIZATION. THE FILING ORGANIZATION DOES NOT COMPENSATE THE TOP MANAGEMENT OFFICIAL OF THE ORGANIZATION; THEREFORE, LINE 15A HAS BEEN ANSWERED "NO" IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS. THE RELATED ORGANIZATION'S PROCESS FOR ESTABLISHING Executive Director COMPENSATION IS AS FOLLOWS. Mercer, an independent firm engaged in the development of compensation surveys on executive pay levels across different industries, provides competitive data and guidance on determining appropriate and reasonable ranges and salaries. THE ORGANIZATION'S EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS UTILIZES THE INFORMATION PROVIDED BY MERCER TO ESTABLISH THE COMPENSATION OF THE Executive Director. Mercer's methodology consists of the following standard steps: *Analysis by position based on job content *Reference of multiple national survey sources similarly situated for not-for-profit healthcare executive compensation *Existing base salary range midpoints were updated to more closely align with the market 50th percentile value for each role. Mercer followed a similar process to evaluate the competitiveness of total cash compensation (base salary, annual incentive bonus, and benefits) levels, and provides recommended incentive compensation ranges to ENSURE total cash compensation is also reasonable. Mercer periodically reviews all other aspects of executive compensation-including all elements of supplemental benefits-to ENSURE that they compare with competitive and reasonable total remuneration levels. THIS PROCESS WAS LAST UNDERTAKEN IN SEPTEMBER 2022 AND WAS DOCUMENTED IN THE MINUTES OF THE EXECUTIVE COMPENSATION COMMITTEE MEETING. THIS PROCESS IS TYPICALLY UNDERTAKEN ANNUALLY. Form 990, Part VI, Line 15b PROCESS TO ESTABLISH COMPENSATION OF OTHER OFFICERS The organization's other officers are compensated by a related organization. The filing organization does not compensate the other officers of the organization; therefore, Line 15b has been answered "no" in accordance with the Form 990 instructions. THE RELATED ORGANIZATION'S PROCESS FOR ESTABLISHING COMPENSATION OF OTHER OFFICERS IS AS FOLLOWS. All executive, officer, and key employee positions are reviewed each year by Mercer to ensure salary scales are in line with comparable positions in similar institutions. THE ORGANIZATION'S EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS UTILIZES THE INFORMATION PROVIDED BY MERCER TO ESTABLISH THE COMPENSATION OF OTHER OFFICERS. THIS PROCESS WAS LAST UNDERTAKEN IN SEPTEMBER 2022 AND WAS DOCUMENTED IN THE MINUTES OF THE EXECUTIVE COMPENSATION COMMITTEE MEETING. THIS PROCESS IS TYPICALLY UNDERTAKEN ANNUALLY. Form 990, Part VI, Line 1a Delegate broad authority to a committee Pursuant to Article IX, Section 3 of the organization's Bylaws: The Executive Committee shall consist of the officers of the ORGANIZATION and at least one (1) other member of the Board of Directors, and the ORGANIZATION'S President as ex-officio with no vote. The Chairman shall be the committee chairman. The committee shall have the power to transact all regular business of the ORGANIZATION during the interim between meetings of the Board of Directors provided that any action taken shall not conflict with the policies and expressed wishes of the Board of Directors and that minutes of all decisions shall be given to the Board of Directors at its next regular meeting; However, the Executive Committee shall not have the power to: (i) Approve or recommend to the Sole Member actions or proposals required by law to be approved by members of not for profit corporations; (ii) Exercise any of the Sole Member's Reserved Powers; (iii) Fill vacancies on the Board or any committee thereof; (iv) Adopt, amend or repeal these Bylaws; or (v) Take any actions which are inconsistent with the law or by any additional limitations on its authority imposed from time to time by the Board of Directors. Form 990, Part VI, Line 6 Classes of members or stockholders LEESBURG REGIONAL MEDICAL CENTER ("UFHL") IS THE SOLE MEMBER OF THE organization. As the sole member of the organization, UFHL shall appoint the members of the Board of Directors of the organization. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Pursuant to Article III, Section 1 of the organization's Bylaws: UFHL, AS THE SOLE MEMBER OF THE ORGANIZATION, shall appoint the members of the Board of Directors of the organization. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Pursuant to Article III of the organization's Bylaws: UFHL, AS THE SOLE MEMBER OF THE ORGANIZATION, shall appoint the members of the Board of Directors of the organization. Additionally, approval of the sole member is required in order for the organization to take any of the following actions: a. Amending the Articles of Incorporation or Bylaws of the organization; b. Selling or disposing of any portion of the assets of the organization greater than $500,000; c. Hiring or firing the President of the organization; d. Entering into any transaction whose financial impact would be over $500,000; e. Restructuring, merging, or dissolving the organization. Form 990, Part VI, Line 11b Review of form 990 by governing body THE ORGANIZATION USES AN EXTERNAL TAX ADVISOR TO PREPARE AND REVIEW THE FORM 990. PRIOR TO FILING, THE FORM 990 IS REVIEWED BY MANAGEMENT AND A DRAFT OF THE COMPLETE FORM 990 IS SENT TO ALL MEMBERS OF THE GOVERNING BODY FOR REVIEW AND COMMENT. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION HAS ESTABLISHED A CONFLICT OF INTEREST POLICY WHICH HAS BEEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THE ORGANIZATION'S POLICY REQUIRES interested persons (board members, officers and key employees) TO DISCLOSE PARTICIPATION IN ACTIVITIES OR CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST ON AN ANNUAL BASIS OR IF AT ANY TIME SUCH INDIVIDUAL BECOMES AWARE OF CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST. THESE DISCLOSURES ARE REVIEWED BY THE BOARD. INDIVIDUALS COVERED BY THE CONFLICT OF INTEREST POLICY MUST ABSTAIN FROM DELIBERATIONS AND VOTING WITH RESPECT TO TRANSACTIONS WHEREIN A CONFLICT IS DEEMED TO EXIST. Form 990, Part VI, Line 19 Required documents available to the public THE YEAR END FINANCIAL STATEMENTS ARE AVAILABLE ON THE UFHEALTH.ORG WEBSITE. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. Form 990, Part IX, Line 11g Other Fees Professional Services - Total Expense: 84435, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: 84435; University of Florida 226 Tigert Hall Gainesville FL 32611 596002052 Education FL NA false Shands Jacksonville HealthcareInc 655 West 8th Street Jacksonville FL 32209 592441966 SUPPORT SJMC FL 501(c)(3) Type II UF false Shands Jacksonville Medical Center Inc 655 West 8th Street Jacksonville FL 32209 592142859 MEDICAL SERVICES FL 501(c)(3) 3 SJHC false SHANDS JACKSONVILLE PROPERTIES INC 655 West 8th Street Jacksonville FL 32209 591158241 SUPPORT SJMC FL 501(c)(3) Type II SJHC false SHANDS JACKSONVILLE COMMUNITY SERVICES INC 655 West 8th Street Jacksonville FL 32209 510173761 SUPPORT SJMC FL 501(c)(3) Type II SJHC false SHANDS JACKSONVILLE FOUNDATION INC 655 West 8th Street Jacksonville FL 32209 592622323 SUPPORT SJMC FL 501(c)(3) Type II SJHC false SHANDS JACKSONVILLE AFFILIATES INC 655 West 8th Street Jacksonville FL 32209 591913819 SUPPORT SJMC FL 501(c)(3) Type I SJMC false UNIVERSITY OF FLORIDA JACKSONVILLE PHYSICIANS INC 653 WEST 8TH STREET Jacksonville FL 32209 591867557 SUPPORT UF COLLEGE OF MEDICINE - JACKSONVILLE FL 501(c)(3) Type I UF false SHANDS TEACHING HOSPITAL AND CLINICS INC PO Box 100336 Gainesville FL 32610 591943502 MEDICAL SERVICES FL 501(c)(3) 3 UF false Elder Care of Alachua County Inc PO Box 100336 Gainesville FL 32610 593051104 Services for the Elderly FL 501(c)(3) 7 STHC false Shands Lake Shore Inc PO Box 100336 Gainesville FL 32610 592699965 Health Care FL 501(c)(3) 3 STHC false Southeastern Healthcare Foundation PO Box 100336 Gainesville FL 32610 592357609 Hospital Support FL 501(c)(3) Type II STHC false Shands Auxiliary Inc PO Box 100336 Gainesville FL 32610 593551267 Hospital Support FL 501(c)(3) Type I SEHF false Central Florida Health Inc dba UF Health Central Florida 600 EAST DIXIE AVENUE Leesburg FL 34748 331197054 SUPPORT STHC, UFHL, AND UFHV FL 501(c)(3) Type II STHC false Leesburg Regional Medical Center Inc dba UF Health Leesburg Hospital 600 EAST DIXIE AVENUE LEESBURG FL 34748 590878982 MEDICAL SERVICES FL 501(c)(3) 3 UFHCF false The Villages Tri-County Medical Center Inc dba UF Health The Villages Hospi tal 1451 EL CAMINO REAL THE VILLAGES FL 32159 593527036 MEDICAL SERVICES FL 501(c)(3) 3 UFHCF false The Villages Regional Hospital Auxiliary Foundation Inc dba UF Health The V illages Hospital Auxiliary Foundation 1501 N US Highway 441 Suite 182 THE VILLAGES FL 32159 550818419 SUPPORT UFHV FL 501(c)(3) Type I UFHV false FACULTY CLINIC INC PO BOX 44008 Jacksonville FL 32231 592856153 SUPPORT UF JAX PHYSICIANS FL 501(c)(3) Type I UF false University of Florida Foundation Inc PO Box 14425 Gainesville FL 326042425 590974739 Support the University of Florida FL 501(c)(3) 7 UF false University of Florida Investment Corporation (UFICO) 4510 NW 6th Place 2nd Floor Gainesville FL 32607 201226494 Investment Management FL 501(c)(3) Type I UF false University of Florida Development Corporation 747 SW 2nd Avenue IMB 49 Gainesville FL 32601 352427022 Support the University of Florida and Promote Economic Development FL 501(c)(3) Type I UF false Florida Clinical Practice Association Inc PO Box 100205 Gainesville FL 326100205 591680273 Enhance medical education and research at the University of Florida FL 501(c)(3) Type I UF false GatorCare Health Management Corporation 1329 SW 16th Street Gainesville FL 32610 461185106 Self-Insured Health Ins Plan FL 501(c)(3) Type I UF false University of Florida Medical Guild of Gainesville Inc PO Box 100215 Gainesville FL 32610 510153878 Support UF FL 501(c)(3) 10 UF false false false false false false false false false false false false false false true true true true false false