2024-05-15T13:41:03+00:00 2023-06-30 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2022-07-01 593527036 The Villages Tri-County Medical Center Inc VILL 3523235002 1451 EL Camino Real The Villages FL 32159 Robert Thornton Chief Financial Officer 2024-05-15 true Robert Thornton 999009999 Brittney Kocaj P01320603 9542028600 2022 2023-04-26 12:10:37Z UF HEALTH THE VILLAGES HOSPITAL THE VILLAGES REGIONAL HOSPITAL Heather Long 1451 EL Camino Real The Villages FL 32159 221260657 false X https://centralflorida.ufhealth.org/about-us/uf-health-the-villages-hospital/ X 1998 FL The mission of The Villages Regional Hospital is to improve the health and quality of life of the patients and communities we serve. 17 7 1446 740 0 0 1518245 0 192185997 218998127 32661 142840 1715513 2119690 195452416 221260657 271824 344000 0 0 106709628 113968411 0 0 98229464 99944554 205210916 214256965 -9758500 7003692 255947721 238789153 172590750 147428490 83356971 91360663 The mission of The Villages Regional Hospital is to improve the health and quality of life of the patients and communities we serve. false false 194540592 344000 220033344 The Villages Regional Hospital ("UFHV"): UFHV is an acute care hospital located in The Villages, Florida. UFHV has been serving residents of The Villages as well as patients in Lake, Sumter, and Marion Counties since 2002. UFHV offers 24-hour emergent diagnostic and treatment services to patients presenting with acute ischemic stroke and other neurovascular disorders. UFHV earned The Joint Commission's Gold Seal of Approval and the American Heart Association/American Stroke Association's Heart-Check Mark for advanced certification for primary stroke centers. Joint Commission experts evaluate compliance with stroke-related standards and requirements, including program management, the delivery of clinical care and performance improvement. UFHV also provides inpatient rehabilitation services. Located on the hospital's fifth floor, the 30-bed acute inpatient rehabilitation facility features a physical therapy gym, communal dining hall, and an activities of daily living (ADL) suite. Patients who suffer from conditions including, but not limited to, stroke, spinal cord injury, amputation, brain injury, and neurological disorders receive around-the-clock care, advanced physical therapy, occupational therapy, speech pathology, social services, case management, neuropsychology, and more. The rehabilitation program is accredited by the Commission on Accreditation of Rehabilitation Facilities (CARF). This designation represents the highest level of accreditation that can be awarded to a rehabilitation facility. To earn a three-year accreditation, the facility underwent a rigorous peer review process and demonstrated to a team of surveyors during an on-site visit that its programs and services are accountable, measurable, and of the highest quality. In addition to being accredited by The Joint Commission, UFHV has been recognized for excellence in patient care and workplace health. The American College of Cardiology awarded UFHV its highest chest pain center accreditation and U.S. News and World Report has rated several of the hospital's clinical areas as "high performing." 194540592 true false false true false false false false false true false false true true true false true false false false false false false false false true true true false true true false false false false false false false false false false false false false false true true true true false false true 64 0 true 1446 true false false false false false false false false false false false false X 17 7 false false false false true true true true true false false true true true true true true false false true true FL X Robert Thornton 3522657923 PO BOX 100336 GAINESVILLE FL 326100336 David Nelson MD Chairman/President/UF SVP Health Affairs 1.0 49.0 X X 0 1566779 51184 Edward Jimenez Director/CEO Shands Teaching Hospital & Clinics (THRU JULY 2022) 1.0 49.0 X X 0 2899973 38142 James J Kelly Jr INTERIM CEO (BEG AUG 2022); SVP/CFO/TREASURER 1.0 49.0 X X 0 939771 37867 Anita Zucker PHD Director 0.5 1.5 X 0 0 0 C Parker Gibbs MD Director/Chief Medical Officer (thru Jan 2023) 0.5 49.5 X 0 911601 38962 Christopher Cowen Director/UF SVP and CFO 0.5 49.5 X 0 748858 102891 Colleen Koch MD Director/UF College of Medicine Dean 0.5 49.5 X 0 1041689 38612 Dana Zimmel DVM DACVIM Director/UF College of Veterinary Medicine Dean 0.5 49.5 X 0 394207 50294 David Jasmund Director 0.5 1.5 X 0 0 0 Edmund Beebe Director 0.5 1.5 X 0 0 0 Gilbert Upchurch MD Director/UF Dept of Surgery Chair 0.5 49.5 X 0 1039177 40307 Gregory Lewis DIRECTOR 0.5 1.5 X 0 0 0 Jennifer Hunt MD DIRECTOR/UF PATHOLOGY DEPT CHAIR 0.5 49.5 X 0 648726 40291 Jonathan Licht MD Director/UF Health Cancer Center Director 0.5 49.5 X 0 812623 40618 Li-Ming Su MD Director/UF Dept of Urology Chairman 0.5 49.5 X 0 792666 51268 Linda Hudson DIRECTOR (BEG OCT 2022) 0.5 1.5 X 0 0 0 Marsha Powers Director 0.5 1.5 X 0 0 0 Paul Broadie II PHD DIRECTOR (BEG OCT 2022) 0.5 1.5 X 0 0 0 Thomas Kuntz Director (Thru Dec 2022) 0.5 1.5 X 0 0 0 Timothy Morey MD DIRECTOR/CHIEF MEDICAL OFFICER (BEG JAN 2023) 0.5 49.5 X 0 699898 51375 W Kent Fuchs PhD Director/University of Florida President (Thru Feb 2023) 0.5 49.5 X 0 1147887 120025 Amie Richason VP Human Resources 15.0 35.0 X 0 352704 36520 Heather Long COO / CEO UF HEALTH CFH (BEG DEC 2022) 15.0 35.0 X 0 545405 33069 Kevin Behrns MD CMO 25.0 25.0 X 0 484945 50225 Kevin Coleman ESQ Assistant Secretary 1.0 49.0 X 0 185010 31184 Lawrence McDowell ESQ Assistant Secretary 1.0 49.0 X 0 249272 39923 Philip Braun JD VP/Chief Counsel/Secretary 15.0 35.0 X 0 363137 37689 Randall Jenkins ESQ Secretary/SVP and General Counsel 1.0 49.0 X 0 550657 51010 Robert Thornton Treasurer/STHC VP of Finance 1.0 49.0 X 0 520133 46072 Thomas William Young ESQ Secretary/CLO 0.5 49.5 X 0 418420 60189 Ashley Simmons VP Clinical Outcomes 15.0 25.0 X 0 234422 20745 Cheryl Chestnutt VP & CCO/Site Administrator 15.0 25.0 X 0 320844 31810 David Steele VP/CIO 15.0 35.0 X 0 376845 42228 Joshua Fleming VP Operations 15.0 35.0 X 0 342825 41778 Phyllis Baum VP/CQO 15.0 35.0 X 0 375951 39569 Brittany Swan RN 50.0 0 X 232492 0 0 Catresa Bowie RN 50.0 0 X 267753 0 0 JONATHAN PETRONE RN 50.0 0 X 257603 0 0 Pamela Jean Gould RN 50.0 0 X 257650 0 0 SANDRA Tompke-Schalow RN 50.0 0 X 243173 0 0 Donald Henderson President/CEO Central Florida Health (through June 2021) 0.0 0.0 X 0 385687 7007 1258671 19350113 1270854 186 true true false MORRISON MANAGEMENT SPECIALISTS INC PO Box 102289 Atlanta GA 30368 Dietary Services 1269769 TOTAL RENAL CARE INC PO Box 781607 Philadelphia PA 19178 Kidney Dialysis Services 535101 UF HEALTH SHANDS 1600 SW Archer Road Gainesville FL 32610 Pathology Laboratory Services 521554 HEALOGICS LLC PO Box 551187 Jacksonville FL 32255 Wound Care / HBOT Treatments 520224 ASPIRION PO Box 1437 Columbus GA 31902 Healthcare Revenue Cycle Management Services 402979 15 0 NET PATIENT REVENUE 622100 218998127 218998127 0 0 0 0 218998127 98408 98408 1084473 0 1084473 0 1084473 1084473 44432 0 0 44432 44432 44432 REVENUE FROM Cardiovascular Co-Mgmt Co 621300 15933 15933 Vending Machine revenue 454210 22515 22515 996769 996769 0 0 1035217 221260657 220033344 0 1227313 X 344000 344000 96043652 87977036 8066616 5837666 5347366 490300 6400545 5862969 537576 5686548 5208940 477608 29111819 27074469 2037350 0 507063 458499 48564 0 180294 163026 17268 0 4489949 4059927 430022 0 24549 22198 2351 0 5094668 4606730 487938 0 14815864 13396885 1418979 0 Supplies 43335091 37711922 5623169 0 Assessment FEES 2252517 2252517 0 0 132740 54108 78632 0 214256965 194540592 19716373 0 15629935 15011652 4978110 5107222 25310030 25964343 0 0 0 0 5500159 5639847 1365972 1272355 378220829 211836195 160071794 166384634 0 0 0 43091721 19409100 255947721 238789153 37634582 20851785 4861373 4760516 121456766 114801139 0 0 6138029 4911088 2500000 2103962 172590750 147428490 X 83356971 91360663 83356971 91360663 255947721 238789153 X 7003692 1000000 X false true X true false X false false false false false false false false true 14932 14932 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY ANNUAL LOBBYING EXPENSES REPRESENT HOSPITAL ASSOCIATION DUES ATTRIBUTABLE TO LOBBYING. 9140249 9140249 213625085 201036014 12589071 120672583 10800181 109872402 34782912 0 34782912 166384634 Due from affiliates 12291373 Deferred outflows on debt refunding 236607 Deferred outflows on swap valuation 1974328 Investment in unconsolidated affiliates Security deposits 552022 Lease Receivable 4354770 19409100 Malpractice IBNR 2103962 2103962 X 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. true true X true X false true true true false false 3028743 0 3028743 0.0141 8380035 3553172 4826863 0.0225 0 0 0 0.0 0 0 11408778 3553172 7855606 0.0367 0 0 0 0.0 0 0 0 0.0 0 0 0 0.0 0 0 0 0.0 344000 0 344000 0.0016 0 0 344000 0 344000 0.0016 0 0 11752778 3553172 8199606 0.0383 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0 0 0 0 0.0 true 0 0 81776294 81880881 -104587 X true true CENTRAL FLORIDA CARDIOVASCULAR CO-MANAGEMENT COMPANY LLC HEALTHCARE SERVICES 0.0893 0.0 0.5 1 1 THE VILLAGES TRI-COUNTY MEDICAL CENTER 1451 EL CAMINO REAL THE VILLAGES FL 32159 https://centralflorida.ufhealth.org/about-us/uf-health-the-villages-hospital/ 4464 X X X THE VILLAGES TRI-COUNTY MEDICAL CENTER 1 false false true X X X X X X X X X 21 true true true true X https://centralflorida.ufhealth.org/about-us/community-health-needs-assessment/ X true 21 true https://centralflorida.ufhealth.org/about-us/community-health-needs-assessment/ false true X 200.0 X X X X true true X X X true X https://ufhealth.org/financial-assistance X https://ufhealth.org/financial-assistance X https://ufhealth.org/financial-assistance X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 3E The significant health needs are a prioritized description of the significant health needs of the community and identified through the CHNA. Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - THE VILLAGES TRI-COUNTY MEDICAL CENTER. IN GENERAL, INPUT WAS OBTAINED FROM THE FOLLOWING PERSONS REPRESENTING THE BROAD INTEREST OF THE COMMUNITY SERVED BY THE HOSPITALS: BUSINESS LEADERS, MEMBERS OF LOCAL CHURCHES, COMMUNITY NON-PROFIT ORGANIZATIONS, HEALTH DEPARTMENTS, AND REPRESENTATIVES FROM LOCAL NEIGHBORHOOD COMMUNITIES. SEE PAGES 6, 7 AND 8 OF THE 2021-2022 COMMUNITY HEALTH NEEDS ASSESSMENT FOR A COMPLETE LIST OF THE ORGANIZATIONS THAT PROVIDED INPUT AS A PART OF THE UFHCF STEERING COMMITTEE. THE UFHCF STEERING COMMITTEE AND WELLFLORIDA BASED THE 2021-2022 CHNA EFFORT ON A NATIONALLY RECOGNIZED MODEL AND BEST PRACTICE FOR COMPLETING HEALTH ASSESSMENTS CALLED MOBILIZING FOR ACTION THROUGH PLANNING AND PARTNERSHIPS (MAPP). THERE ARE FOUR CORE MAPP ASSESSMENTS: COMMUNITY HEALTH STATUS ASSESSMENT, COMMUNITY THEMES AND STRENGTHS ASSESSMENT, FORCES OF CHANGE ASSESSMENT, AND LOCAL PUBLIC HEALTH SYSTEM ASSESSMENT. THE UF HEALTH CENTRAL FLORIDA STEERING COMMITTEE, IN PARTNERSHIP WITH WELLFLORIDA COUNCIL, COLLABORATED TO FORMULATE TWO SIMILAR ELECTRONIC SURVEYS TO QUERY INDIVIDUALS ABOUT COMMUNITY HEALTH ISSUES AND THEIR PERSPECTIVES ON HEALTHCARE. BOTH SURVEYS EMPLOYED A CONVENIENCE SAMPLING APPROACH WHERE RESPONDENTS WERE SELECTED BASED ON THEIR CONVENIENT ACCESSIBILITY TO THE SURVEYS. THE UFHCF STEERING COMMITTEE ASSISTED WITH THE SURVEY DISSEMINATION THROUGH THEIR RESPECTIVE ORGANIZATIONS AND BY CONNECTING WELLFLORIDA TO KEY STAKEHOLDERS AND COMMUNITY PARTNERS. THERE WERE 702 RESPONDENTS TO THE COMMUNITY SURVEY AND 106 TO THE HEALTHCARE PROFESSIONAL SURVEY. AFTER ELIMINATING THE INCOMPLETE AND INELIGIBLE SURVEYS, THERE WERE 608 COMMUNITY SURVEYS AND 23 HEALTHCARE PROFESSIONAL SURVEYS FOR ANALYSIS. Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - THE VILLAGES TRI-COUNTY MEDICAL CENTER. LEESBURG REGIONAL MEDICAL CENTER Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - THE VILLAGES TRI-COUNTY MEDICAL CENTER. WELLFLORIDA COUNCIL Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - THE VILLAGES TRI-COUNTY MEDICAL CENTER. UF HEALTH THE VILLAGES HOSPITAL ("UFHV") HAS IDENTIFIED THE THREE FOLLOWING AREAS ON WHICH TO FOCUS: STRATEGIC PRIORITY 1: HEALTHY BIRTH OUTCOME UFHV IS ADDRESSING THE PERSISTENT DISPARITIES IN BIRTH OUTCOMES THROUGH IMPROVING ACCESS TO PRECONCEPTION WELLNESS RESOURCES, REMOVING BARRIERS TO PRENATAL CARE, AND PROVIDING HEALTH AND NUTRITION EDUCATION. FROM 2019 TO 2022, THE INFANT MORTALITY RATE FOR BIRTHS TO BLACK/AFRICAN AMERICAN WOMEN DECREASED BY MORE THAN 10%, AND UFHV CONTINUES TO FOCUS ON LOWERING THIS RATE EVEN FURTHER. UFHV ALSO FOCUSES ON INCREASING THE NUMBER OF WOMEN WHO RECEIVE PRENATAL CARE IN THEIR FIRST TRIMESTER. ADDITIONALLY, FROM 2019 TO 2022, UFHV SAW AN INCREASE IN BREASTFEEDING INITIATION RATES AND A REDUCTION IN PRIMARY CESAREAN BIRTHS AMONG LOW-RISK WOMEN. STRATEGIC PRIORITY 2: WELLNESS FOR LIFE A. UFHV PROMOTES WELLNESS CHECKS AND SCREENINGS BY IMPROVING ACCESS TO SCREENINGS, REMOVING BARRIERS TO PREVENTITIVE CARE AND WELLNESS ACTIVITIES, AND PROMOTING AND PROVIDING HEALTH EDUCATION AND SELF-CARE SKILLS DEVELOPMENT. B. UFHV IS ENHANCING ACCESS TO CARE BY ADDRESSING BARRIERS TO HEALTH CARE SERVICES AND PROMOTING HEALTH LITERACY. THE ORGANIZATION AIMS TO DECREASE THE PERCENTAGE OF ADULTS WHO COULD NOT SEE A DOCTOR IN THE PAST YEAR DUE TO COST BY 10% BY JUNE 30, 2025. DURING THE FISCAL YEAR ENDED JUNE 30, 2023, UFHV ADMITTED 15,631 INDIVIDUALS INTO INPATIENT CARE, SAW 52,269 EMERGENCY ROOM VISITS, AND PERFORMED 5,114 SURGERIES. STRATEGIC PRIORITY 3: HEALTHY FOOD CHOICES FOR LIFE THE ORGANIZATION PROVIDES EVIDENCE-BASED NUTRITION EDUCATION FOR ALL BY OFFERING NUTRITION EDUCATION AND SKILL DEVELOPMENT, SCREENING FOR NUTRITION DEFICIENCIES, AND TAILORING INTERVENTIONS FOR PRIORITY POPULATIONS SUCH AS CHILDREN, TEENS, YOUNG ADULTS AND SENIORS. HEALTH NEEDS NOT ADDRESSED: ISSUES RELATED TO SUBSTANCE USE AND ABUSE, INCLUDING DRUG AND ALCOHOL-RELATED HEALTH PROBLEMS, WERE DISCUSSED IN SOME DETAIL DURING THE CHNA PROCESS. WHILE DEEMED CONCERNING, PERSISTENT PROBLEMS FOR MANY IN THE UF HEALTH CENTRAL FLORIDA SERVICE AREA, THE STEERING COMMITTEE MEMBERS CITED NUMEROUS HEALTHCARE AND SOCIAL SERVICE ORGANIZATIONS AND COMMUNITY PARTNERS ALREADY ENGAGED IN LOCAL INTERVENTIONS TO ADDRESS SUBSTANCE ABUSE AND THE BROADER ISSUE OF MENTAL AND BEHAVIORAL HEALTH. AMONG THE PARTNER ORGANIZATIONS TACKLING THIS ISSUE ARE LIFESTREAM, THE CENTERS, NATIONAL ASSOCIATION ON MENTAL HEALTH (NAMI), AND THE REGION'S AREA AGENCY ON AGING. 4 Brownwood Freestanding ER 3800 Meggison Road The Villages FL 32163 EMERGENCY ROOM UF Health Medical Lab Lake Sumter Landing 910 Old Camp Road Professional Plaz a Suite 180 The Villages FL 32162 Medical Lab UF Health Medical Lab Pinellas Plaza 2464 Burnsed Blvd The Villages FL 32163 Medical Lab UF Health Medical Lab Spanish Springs 1501 N US Highway 441 Building 1800 Suite 1810 The Villages FL 32159 Medical Lab Schedule H, Part V, Section A List of hospital facilities The Villages Tri-County Medical Center and TVRH Rehabilitation Hospital are being reported as one hospital facility because they operate under one hospital license (license No. 4464), they are physically located in the same building, and they would each provide the same answer to each question posed on Schedule H, Part V, Section B of the Form 990. Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance THE COSTS IN THE TABLE WERE COMPUTED USING THE ORGANIZATION'S COST-TO-CHARGE RATIO. THIS RATIO WAS DETERMINED USING IRS SCHEDULE H, WORKSHEET 2. THE AMOUNTS REPORTED AT LINE 7 ARE COMPUTED ON THE BASIS OF THE IRS SCHEDULE H WORKSHEETS FOR EACH RESPECTIVE LINE ITEM. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount FOR FINANCIAL STATEMENT PURPOSES, THE ORGANIZATION DIRECTLY REDUCES THE AMOUNT OF PATIENT SERVICE REVENUE REPORTED ON THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS BY THE AMOUNT OF BAD DEBT EXPENSE. THEREFORE, BAD DEBTS ARE INCLUDED IN NET PATIENT REVENUE SERVICE AND BAD DEBT EXPENSE IS NOT SEPARATELY REPORTED AS AN EXPENSE. Schedule H, Part III, Line 3 Bad Debt Expense Methodology The organization reports $0 bad debt expense because bad debts are included in net patient revenue service. Therefore, the amount of bad debts attributable to patients eligible under the organization's financial assistance policy is also $0. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote The provision for bad debts is based on management's assessment of historical and expected net collections, considering business and economic conditions, trends in federal and state governmental health care coverage, and other collection indicators. Throughout the year, management assesses the adequacy of the allowance for uncollectible accounts based upon these trends. The results of this review are then used to make any modification to the provision for bad debts to establish an appropriate allowance for uncollectible accounts. Patient accounts receivable are written off after collection efforts have been followed under UFHV's policies. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs The organization utilizes the Medicare cost report to report the total revenue received from Medicare and the Medicare allowable costs. UFHV accepts all Medicare patients with the knowledge that there may be shortfalls and operates to promote the Health of the community. UFHV believes that any Medicare shortfall should be treated as a Community Benefit because Medicare does not typically fully compensate UFHV for the cost of providing hospital care to Medicare beneficiaries. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance According to the organization's Financial Assistance Policy (which contains certain billing and collection provisions), any balance not qualifying for financial assistance or account balances not related to initial approval based on diagnosis and/or place of service shall be subject to extraordinary collection actions (ECAs) unless appropriate financial arrangements have been established. Thus, patients known to qualify for financial assistance are not subject to ECAs. Schedule H, Part V, Section B, Line 16a FAP website - THE VILLAGES TRI-COUNTY MEDICAL CENTER: Line 16a URL: https://ufhealth.org/financial-assistance; Schedule H, Part V, Section B, Line 16b FAP Application website - THE VILLAGES TRI-COUNTY MEDICAL CENTER: Line 16b URL: https://ufhealth.org/financial-assistance; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - THE VILLAGES TRI-COUNTY MEDICAL CENTER: Line 16c URL: https://ufhealth.org/financial-assistance; Schedule H, Part VI, Line 2 Needs assessment THE UFHCF STEERING COMMITTEE AND WELLFLORIDA BASED THE 2021-2022 CHNA EFFORT ON A NATIONALLY RECOGNIZED MODEL AND BEST PRACTICE FOR COMPLETING HEALTH ASSESSMENTS AND IMPROVEMENT PLANS CALLED MOBILIZING FOR ACTION THROUGH PLANNING AND PARTNERSHIPS (MAPP). THE MAPP TOOL WAS DEVELOPED BY THE NATIONAL ASSOCIATION OF CITY AND COUNTY HEALTH OFFICIALS (NACCHO) IN COOPERATION WITH THE PUBLIC HEALTH PRACTICE PROGRAM OFFICE, CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC). NACCHO AND CDC'S VISION FOR IMPLEMENTING MAPP IS: "COMMUNITIES ACHIEVING IMPROVED HEALTH AND QUALITY OF LIFE BY MOBILIZING PARTNERSHIPS AND TAKING STRATEGIC ACTION." AT THE HEART OF THE MAPP PROCESS ARE THE FOUR CORE MAPP ASSESSMENTS. THESE ARE: - COMMUNITY HEALTH STATUS ASSESSMENT (CHSA) - COMMUNITY THEMES AND STRENGTHS ASSESSMENT (CTSA) - FORCES OF CHANGE ASSESSMENT (FCA) - LOCAL PUBLIC HEALTH SYSTEM ASSESSMENT (LPHSA) Schedule H, Part VI, Line 3 Patient education of eligibility for assistance IN ADDITION TO SIGNAGE THROUGHOUT VARIOUS PARTS OF THE HOSPITAL AND WRITTEN INFORMATION PROVIDED TO PATIENTS DURING PRE-REGISTRATION, THE HOSPITAL PROVIDES THE FOLLOWING PATIENT EDUCATION: - FINANCIAL COUNSELING - WRITTEN ESTIMATES FOR HOSPITAL SERVICES - ITEMIZED BILLINGS (UPON REQUEST) - INFORMATION ABOUT EXTRAORDINARY COLLECTION ACTIONS THAT MAY BE USED AFTER REASONABLE COLLECTION EFFORTS HAVE TAKEN PLACE - A LIST OF SERVICE PROVIDERS THAT PROVIDE SERVICES UNDER THE FAP Schedule H, Part VI, Line 4 Community information POPULATION POPULATION GROWTH IS A KEY DETERMINANT OF THE HEALTHCARE SERVICES A COMMUNITY REQUIRES TO BE ABLE TO SUSTAIN POSITIVE HEALTH BEHAVIORS AND IMPROVED HEALTH OUTCOMES. THE UFHV SERVICE AREA PRIMARILY SERVES AN ADULT POPULATION GREATER THAN 55 YEARS OF AGE AT 75.9 PERCENT OF THE POPULATION, COMPARED TO 68.6 PERCENT OF THE CENTRAL FLORIDA HEALTH (UFHCF) SERVICE AREA AND 33.4 PERCENT OF FLORIDA. THE OVERWHELMING MAJORITY OF THE UFHV SERVICE AREA POPULATION IS WHITE AT 90.8 PERCENT, WHICH IS COMPARABLE TO THE UFHCF SERVICE AREA AT 88.6 PERCENT BUT HIGHER THAN FLORIDA AT 75.1 PERCENT WHITE. THE BLACK, AMERICAN INDIAN AND ALASKA NATIVE, AND ASIAN POPULATIONS COMPRISE 5.4, 0.4, AND 1.1 PERCENT OF THE UFHV SERVICE AREA, RESPECTIVELY, WHILE 1.0 PERCENT IDENTIFY THEMSELVES AS ANOTHER RACE AND 1.2 PERCENT IDENTIFY AS HAVING TWO OR MORE RACES. BY 2015-2019 AMERICAN COMMUNITY SURVEY, U.S. CENSUS BUREAU ESTIMATES (ACS), 94.3 PERCENT OF THE POPULATION IN THE UFHV SERVICE AREA IDENTIFIED AS NON-HISPANIC OR LATINO WHICH IS COMPARABLE TO THE 93.1 PERCENT IN THE UFHCF SERVICE AREA AND 92.3 PERCENT IN THE UFHLH SERVICE AREA, BUT NOTABLY LARGER THAN IN FLORIDA AS A WHOLE AT 74.4 PERCENT. LIFE EXPECTANCY CONSIDERING ALL RACES AND ETHNICITIES, THE LONGEST LIFE EXPECTANCY FOR MALES, WHEN USING A THREE-YEAR ESTIMATE PERIOD (2017-2019), WAS FOUND IN SUMTER COUNTY (78.0 YEARS) FOLLOWED BY LAKE COUNTY (75.6 YEARS), AND MARION COUNTY (72.7 YEARS), COMPARED TO FLORIDA (77.0 YEARS). FOR FEMALES, WHEN USING A THREE-YEAR ESTIMATE PERIOD (2017-2019), THE LONGEST LIFE EXPECTANCY WAS ALSO IN SUMTER COUNTY (82.2 YEARS), FOLLOWED BY LAKE COUNTY (81.0 YEARS), AND MARION COUNTY (79.5 YEARS), COMPARED TO FLORIDA (82.6 YEARS). AS OFTEN SEEN THROUGHOUT THE STATE OF FLORIDA, THERE WAS A DISPARITY IN LIFE EXPECTANCY IN THE BLACK POPULATION AS COMPARED TO THE WHITE POPULATION IN THE UFHV SERVICE AREA COUNTIES. ECONOMIC CHARACTERISTICS AT 8.1 PERCENT OF THE POPULATION, THE UFHV SERVICE AREA HAD A LOWER PERCENTAGE OF INDIVIDUALS HAVING LIVED IN POVERTY IN THE PAST 12 MONTHS WHEN COMPARED TO FLORIDA AT 14.0 PERCENT ACCORDING TO 2016-2019 ACS DATA. THE UFHCF AND UFHLH SERVICE AREAS FARE WORSE THAN THE UFHV SERVICE AREA AT 10.1 PERCENT AND 10.4 PERCENT, RESPECTIVELY. WITHIN THE UFHV SERVICE AREA, THE ZIP CODES WHERE THIS INDICATOR OF POVERTY ARE HIGHEST INCLUDE SUMMERFIELD (34491) AT 12.8 PERCENT, LADY LAKE (32159) AT 10.8 PERCENT AND WILDWOOD (34785) AT 7.3 PERCENT WHILE THE VILLAGES (32162) WAS AT ONLY 4.7 PERCENT. ACROSS THE THREE COUNTIES IN THE UFHV SERVICE AREA FOR THIS SAME PERIOD, MARION COUNTY HAD THE HIGHEST PERCENTAGE OF INDIVIDUALS HAVING LIVED IN POVERTY IN THE PAST 12 MONTHS (16.1 PERCENT) WHICH IS HIGHER THAN THE STATE OF FLORIDA (14.0 PERCENT). LAKE COUNTY, AT 12.0 PERCENT AND SUMTER COUNTY AT 8.2 PERCENT WERE BOTH LOWER THAN FOR FLORIDA. GENDER DIFFERENCES CAN BE SEEN IN RATES OF POVERTY. FOR 2015-2019, THE PERCENTAGE OF MALES HAVING LIVED IN POVERTY IN THE PAST 12 MONTHS IN THE UFHV SERVICE AREA AT 7.2 PERCENT WAS LOWER THAN BOTH THE OVERALL THE UFHCF SERVICE AREA AND THE UFHLH SERVICE AREA AT 9.5 AND 9.1 PERCENT, RESPECTIVELY. ALL WERE BELOW THE 12.9 PERCENT STATE RATE FOR FLORIDA. THE RATE OF 8.8 PERCENT OF FEMALES HAVING LIVED IN POVERTY IN THE UFHV SERVICE AREA IN THE PAST 12 MONTHS WAS LOWER THAN THE UFHCF AND UFHLH SERVICE AREAS AT 11.0 PERCENT AND 11.3 PERCENT, RESPECTIVELY. ALTHOUGH THESE RATES FOR FEMALES WERE LOWER THAN THE STATE RATE OF 15.1 PERCENT, THE RATES WERE HIGHER THAN FOR MALES IN THE SAME GEOGRAPHIC AREAS. WHEN COMPARED BY SERVICE AREA COUNTY, BOTH MARION COUNTY MALES AT 15.0 PERCENT AND FEMALES AT 17.1 PERCENT HAD THE HIGHEST RATES FOR THIS POVERTY MEASURE WITH BOTH RATES EXCEEDING STATE RATES (12.9 PERCENT AND 15.1 PERCENT, RESPECTIVELY). SUMTER COUNTY MALES AND FEMALES HAD THE LOWEST RATES AT 7.4 PERCENT AND 8.9 PERCENT, RESPECTIVELY. LAKE COUNTY RATES WERE LOWER THAN STATE RATES BUT HIGHER THAN THE UFHCF SERVICE AREA RATE (9.1 AND 11.0 RESPECTIVELY). POVERTY RATES FOR CHILDREN (0-17 YEARS OF AGE) EXCEEDED STATE RATES IN THE UFHV SERVICE AREA. DATA SHOW THAT FROM 2015-2017 IN THE UFHV SERVICE AREA 23.7 PERCENT OF CHILDREN LIVED IN POVERTY IN THE PAST 12 MONTHS COMPARED TO 26.9 PERCENT IN THE UFHCF SERVICE AREA AND 23.7 PERCENT STATEWIDE. THE GREATEST NUMBERS OF CHILDREN LIVING IN POVERTY WERE IN SUMTER COUNTY AND MARION COUNTY AT 28.1 PERCENT AND 19.2 PERCENT, RESPECTIVELY, COMPARED TO LAKE COUNTY AT 17.3 PERCENT AND FLORIDA AT 20.1 PERCENT. FOR 2015-2019, THE ESTIMATED PERCENTAGE OF THE BLACK RESIDENTS HAVING LIVED IN POVERTY IN THE PAST 12 MONTHS IN THE UFHV SERVICE AREA WAS 23.8 PERCENT COMPARED TO 7.2 PERCENT FOR THE WHITE RESIDENTS. THIS PERCENTAGE FOR THE BLACK RESIDENTS WAS LOWER THAN THE UFHCF SERVICE AREA RATE OF 25.7 PERCENT AND THE 22.8 PERCENT STATE RATE. THE PERCENTAGE OF THE BLACK POPULATION IN MARION COUNTY AT 32.8 PERCENT AND IN SUMTER COUNTY AT 24.3 PERCENT HAVING LIVED IN POVERTY IN THE PAST 12 MONTHS EXCEEDED THE STATE RATE OF 22.0. THE POVERTY RATE FOR THE WHITE POPULATION IN MARION COUNTY ALSO EXCEEDS THE STATE RATE AT 13.5 PERCENT AND 12.1 PERCENT, RESPECTIVELY. IN THE UFHV SERVICE AREA, SUMTER COUNTY PER CAPITA INCOME AND MEDIAN HOUSEHOLD INCOME EXCEEDED THE STATE FIGURES AS WELL AS THOSE FOR LAKE AND MARION COUNTIES FOR 2015-2019 FOR ALL RACES. THE WHITE RESIDENTS IN SUMTER COUNTY RECORDED HIGHER PER CAPITA INCOME AND MEDIAN HOUSEHOLD INCOME THAN ALL RACES IN MARION AND LAKE COUNTIES. DISPARITY WAS FOUND WHEN EXAMINING THE INCOME GAP BETWEEN THE SAME RACE IN DIFFERENT COUNTIES. MOST NOTABLY, THE PER CAPITA INCOME FOR BLACK RESIDENTS IN SUMTER COUNTY WAS $12,207, COMPARED TO THE PER CAPITA INCOME OF BLACK RESIDENTS IN LAKE COUNTY AT $18,647. BOTH ARE LOWER THAN THE STATEWIDE PER CAPITA INCOME FOR BLACK RESIDENTS OF $20,099. THE STATEWIDE PER CAPITA INCOME THE MEDIAN HOUSEHOLD INCOME FOR THE HISPANIC POPULATION AT $49,499 WAS THE HIGHEST AMONG THE UFHLH SERVICE AREA COUNTIES AND SLIGHTLY ABOVE THE STATE FIGURE OF $49,266. EDUCATIONAL ATTAINMENT ACCORDING TO ACS ESTIMATES FOR 2015-2019, THOSE IN THE UFHV SERVICE AREA 25 YEARS OF AGE AND OLDER WHOSE HIGHEST LEVEL OF EDUCATION COMPLETED WAS A HIGH SCHOOL DIPLOMA (INCLUDING EQUIVALENCY DIPLOMAS AND SOME COLLEGE BUT NO DEGREE) FOR ALL GENDERS WAS 55.6 PERCENT; THE COMPARABLE STATE RATE WAS 48.5 PERCENT. THOSE WITH A COLLEGE DEGREE (INCLUDING ASSOCIATE'S, BACHELOR'S, MASTER'S, PROFESSIONAL AND DOCTORATE DEGREES) FOR THE UFHV SERVICE AREA REPRESENTED 36.1 PERCENT OF THE POPULATION COMPARED TO 39.7 PERCENT FOR FLORIDA. FOR THE 2019-2020 SCHOOL YEAR, OF THE UFHV SERVICE AREA COUNTIES LAKE COUNTY ACHIEVED THE BEST HIGH SCHOOL GRADUATION RATE AT 91.2 PERCENT WHICH EXCEEDED THE 90.0 PERCENT STATE RATE AND OUTPACED SUMTER COUNTY AT 88.0 PERCENT AND MARION COUNTY AT 87.1 PERCENT. LAKE COUNTY ALSO RECORDED THE HIGHEST HIGH SCHOOL DROPOUT RATE FOR THE SERVICE AREA FOR 2018-2019 AT 4.8 PERCENT, PERFORMING WORSE THAN THE STATE AT 3.4 PERCENT, AND MARION AND SUMTER COUNTIES AT 3.6 PERCENT AND 4.1 PERCENT, RESPECTIVELY. CAUSES OF DEATH THE TOP FIVE LEADING CAUSES OF DEATH IN THE UFHV SERVICE AREA FOR ALL RACES IN 2018-2020 WERE CANCER, HEART DISEASE, UNINTENTIONAL INJURIES, STROKE, AND CHRONIC LOWER RESPIRATORY DISEASE (CLRD). FOR THE UFHCF SERVICE AREA AND THE STATE OF FLORIDA THE FIVE LEADING CAUSES OF DEATH WERE THE SAME AS FOR THE UFHV SERVICE AREA WITH A SLIGHT DIFFERENCE IN RANK ORDER. HEART DISEASE WAS THE LEADING CAUSE OF DEATH FOR THE UFHLH SERVICE AREA AND FLORIDA WHILE CANCER WAS AT THE TOP OF THE LIST FOR UFHV. THE ONSET OF THE COVID-19 PANDEMIC IN MARCH 2020 IMPACTED DEATH RATES FOR THE ENTIRETY OF THE 2018-2020 TIME PERIOD. AGE-ADJUSTED DEATH RATES FOR THE TOP FIVE CAUSES OF DEATH IN THE UFHCF SERVICE AREA COUNTIES HAS VAST DIFFERENCES BETWEEN EACH OTHER. Schedule H, Part VI, Line 5 Promotion of community health THE MAJORITY OF UFHV'S GOVERNING BODY IS COMPRISED OF PERSONS WHO RESIDE IN THE UF HEALTH SYSTEM'S PRIMARY SERVICE AREA WHO ARE NEITHER EMPLOYEES NOR INDEPENDENT CONTRACTORS OF UFHV, NOR FAMILY MEMBERS THEREOF. UFHV EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY AND USES SURPLUS FUNDS TO INVEST IN PATIENT CARE NEEDS. UFHV IS A PRIVATE, NOT-FOR-PROFIT HOSPITAL SYSTEM AFFILIATED WITH THE UNIVERSITY OF FLORIDA. IT IS PART OF UNIVERSITY OF FLORIDA HEALTH, THE SOUTHEAST'S MOST COMPREHENSIVE ACADEMIC HEALTH CENTER, WITH CAMPUSES IN GAINESVILLE, JACKSONVILLE, LEESBURG, AND THE VILLAGES. UFHV IS BASED IN THE VILLAGES. UFHV IS ONE OF THE COUNTRY'S ONLY GOLF-CAR ACCESSIBLE HOSPITALS, OFFERING WORLD-CLASS HEALTH CARE CLOSE TO HOME. UFHV FEATURES INPATIENT ACUTE HOSPITAL SERVICES, INPATIENT REHABILITATION SERVICES, DIAGNOSTIC LABORATORY SERVICES, ROBOTIC-ASSISTED MINIMALLY-INVASIVE SURGERY, COMPREHENSIVE CARDIAC REHABILITATION SERVICES, AND A TOTAL JOINT REPLACEMENT PROGRAM. In June 2023, UFHV opened a new Heart and Vascular Center, featuring an all-inclusive approach to comprehensive cardiovascular care. This 26,000 square foot facility combines existing service lines of diagnostic cardiology, interventional cardiology, electrophysiology, vascular surgery and cardiac rehab in one cohesive space. It includes 16 private patient beds for pre- and post-procedural care, state-of-the-art cardiovascular cardiac suites, dedicated rooms for cardio diagnostics and an expansive cardiac rehabilitation gym. UFHV IS ALSO HOME TO AN AWARD-WINNING PRIMARY STROKE CENTER, CHEST PAIN CENTER, AND CANCER PROGRAM. UFHV IS AFFILIATED WITH MORE THAN 50 UF HEALTH PHYSICIANS' PRIMARY CARE AND SPECIALTY MEDICAL PRACTICES LOCATED THROUGHOUT FLORIDA AND HAS AFFILIATION RELATIONSHIPS WITH COMMUNITY HOSPITALS LOCATED THROUGHOUT FLORIDA. IT HAS BUILT RELATIONSHIPS WITH AFFILIATES THROUGHOUT THE STATE IN SERVICES SUCH AS CANCER, HEART SURGERY, NEUROSURGERY, PEDIATRICS, PEDIATRIC CARDIOLOGY, PEDIATRIC NEPHROLOGY, VASCULAR SURGERY, AND ADDICTION MEDICINE. AFFILIATIONS WITH OTHER HOSPITALS AND HEALTH CARE PROVIDERS ALLOW UFHV TO COLLABORATE WITH THESE ORGANIZATIONS TO EXPAND CLINICAL PROGRAMS AND RESEARCH AND EDUCATION EFFORTS. FOOTNOTE 3 TO THE ACCOMPANYING AUDITED FINANCIAL STATEMENTS SUMMARIZES THE FY23 COMMUNITY BENEFIT PROVIDED BY UF HEALTH, THROUGH COLLABORATIONS WITH UF'S HEALTH SCIENCE COLLEGES, RESEARCH CENTERS AND INSTITUTES, UFHV AND OTHER HEALTH CARE ENTITIES. Schedule H, Part VI, Line 6 Affiliated health care system The sole member of UFHV is Central Florida Health, Inc ("UFHCF"). The sole member of UFHCF is Shands Teaching Hospital and Clinics, Inc. ("STHC"). Prior to January 1, 2020, UFHCF did not have a corporate member. Effective January 1, 2020, STHC acquired UFHCF, pursuant to which STHC became the sole corporate member of UFHCF. STHC controls or owns various other affiliated entities that operate facilities and provide services as part of STHC. STHC and certain of its affiliated entities operate under names beginning with "UF Health." UFHCF manages and operates two acute care hospitals in central Florida: Leesburg Regional Medical Center, Inc. ("UFHL "UFHLH") and The Villages Tri-County Medical Center, Inc. ("UFHV"). UFHCF is also affiliated with Leesburg Regional Medical Center Foundation, Inc., and The Villages Regional Hospital Auxiliary Foundation, Inc. In strategic partnership with its fellow UF Health affiliates, UFHV works to improve the health and quality of life of Lake County, Marion County, and Sumter County communities. true FLORIDA ESSENTIAL HEALTHCARE PARTNERSHIPS FOUNDATION 401 W 15TH STREET SUITE 840 Austin TX 78701 853682775 501(C)(3) 344000 0 N/A N/A PROGRAM SUPPORT 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE GRANTS MADE BY THE ORGANIZATION WERE MADE TO PUBLIC CHARITIES FOR USE IN THEIR EXEMPT MISSIONS. ACCORDINGLY, THE ORGANIZATION EXPECTS THE CHARITY TO USE THE FUND FOR PROPER PURPOSES. true false false false false false false true false Edward Jimenez Director/CEO Shands Teaching Hospital & Clinics (THRU JULY 2022) 0 623811 0 363242 0 1912920 0 24400 0 13742 0 2938115 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 David Nelson MD Chairman/President/UF SVP Health Affairs 0 1201967 0 360000 0 4812 0 28609 0 22575 0 1617963 0 0 Christopher Cowen Director/UF SVP and CFO 0 728138 0 20720 0 0 0 90945 0 11946 0 851749 0 0 W Kent Fuchs PhD Director/University of Florida President (Thru Feb 2023) 0 966197 0 181690 0 0 0 96289 0 23736 0 1267912 0 0 C Parker Gibbs MD Director/Chief Medical Officer (thru Jan 2023) 0 825994 0 79484 0 6123 0 23493 0 15469 0 950563 0 0 Colleen Koch MD Director/UF College of Medicine Dean 0 862166 0 173400 0 6123 0 16099 0 22513 0 1080301 0 0 Li-Ming Su MD Director/UF Dept of Urology Chairman 0 727674 0 60180 0 4812 0 27361 0 23907 0 843934 0 0 Gilbert Upchurch MD Director/UF Dept of Surgery Chair 0 870438 0 162616 0 6123 0 16104 0 24203 0 1079484 0 0 Jonathan Licht MD Director/UF Health Cancer Center Director 0 795331 0 7692 0 9600 0 16197 0 24421 0 853241 0 0 Dana Zimmel DVM DACVIM Director/UF College of Veterinary Medicine Dean 0 394207 0 0 0 0 0 27708 0 22586 0 444501 0 0 Timothy Morey MD DIRECTOR/CHIEF MEDICAL OFFICER (BEG JAN 2023) 0 590551 0 104535 0 4812 0 28609 0 22766 0 751273 0 0 Jennifer Hunt MD DIRECTOR/UF PATHOLOGY DEPT CHAIR 0 570054 0 75000 0 3672 0 15983 0 24308 0 689017 0 0 Donald Henderson President/CEO Central Florida Health (through June 2021) 0 0 0 0 0 385687 0 0 0 7007 0 392694 0 0 Philip Braun JD VP/Chief Counsel/Secretary 0 298951 0 45300 0 18886 0 18300 0 19389 0 400826 0 0 Randall Jenkins ESQ Secretary/SVP and General Counsel 0 501524 0 45161 0 3972 0 27994 0 23016 0 601667 0 0 Amie Richason VP Human Resources 0 290661 0 43900 0 18143 0 18300 0 18220 0 389224 0 0 Heather Long COO / CEO UF HEALTH CFH (BEG DEC 2022) 0 459111 0 85100 0 1194 0 18300 0 14769 0 578474 0 0 Kevin Behrns MD CMO 0 484945 0 0 0 0 0 27191 0 23034 0 535170 0 0 Thomas William Young ESQ Secretary/CLO 0 332533 0 83125 0 2762 0 32157 0 28032 0 478609 0 0 Robert Thornton Treasurer/STHC VP of Finance 0 391616 0 72400 0 56117 0 21350 0 24722 0 566205 0 0 Lawrence McDowell ESQ Assistant Secretary 0 223389 0 24700 0 1183 0 20477 0 19446 0 289195 0 0 Kevin Coleman ESQ Assistant Secretary 0 181022 0 0 0 3988 0 15138 0 16046 0 216194 0 0 Phyllis Baum VP/CQO 0 305426 0 47200 0 23325 0 18300 0 21269 0 415520 0 0 Joshua Fleming VP Operations 0 280598 0 43200 0 19027 0 18300 0 23478 0 384603 0 0 David Steele VP/CIO 0 305922 0 47200 0 23723 0 18300 0 23928 0 419073 0 0 Cheryl Chestnutt VP & CCO/Site Administrator 0 282942 0 35600 0 2302 0 16177 0 15633 0 352654 0 0 Ashley Simmons VP Clinical Outcomes 0 214783 0 19300 0 339 0 8979 0 11766 0 255167 0 0 JONATHAN PETRONE RN 257571 0 0 0 32 0 0 0 0 0 257603 0 0 0 SANDRA Tompke-Schalow RN 243173 0 0 0 0 0 0 0 0 0 243173 0 0 0 Catresa Bowie RN 267753 0 0 0 0 0 0 0 0 0 267753 0 0 0 Pamela Jean Gould RN 257650 0 0 0 0 0 0 0 0 0 257650 0 0 0 Brittany Swan RN 232492 0 0 0 0 0 0 0 0 0 232492 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS DETERMINED AND PAID BY SHANDS TEACHING HOSPITAL AND CLINICS, INC. ("STHC"), A RELATED TAX-EXEMPT ORGANIZATION. STHC UTILIZED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE TOP MANAGEMENT OFFICIAL: -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: EDWARD JIMENEZ - $1,638,750 DONALD HENDERSON - $343,501 Schedule J, Part I, Line 7 Non-fixed payments BONUSES ARE PAID AT VARYING PERCENTAGES OF SALARIES. THE SPECIFIC PERCENTAGE THAT EACH INDIVIDUAL RECEIVES IS BASED ON LEVEL WITHIN MANAGEMENT, GOAL ACHIEVEMENT, AND PERFORMANCE, AND IS DETERMINED AT THE DISCRETION OF EACH INDIVIDUAL'S LEADER. A City of Leesburg Florida 596000362 000000000 2011-10-06 42500000 PURPOSE OF HOSPITAL REVENUE REFUNDING BONDS, SERIES 2011: Refund 2008A, 2008C, and 2009B bonds. false false true B SUMTER COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 383816771 86652QAT9 2014-03-11 50261365 PURPOSE OF HOSPITAL REVENUE BONDS SERIES 2014A: Finance Capital improvement projects. false false false C SUMTER COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 383816771 86652QBM3 2014-11-05 20430232 PURPOSE OF HOSPITAL REV BONDS SERIES 2014B: Finance Capital improvement projects; refund 2002 bond. false false true D CITY OF LEESBURG FLORIDA 596000362 000000000 2017-12-21 30000000 PURPOSE OF HOSPITAL Revenue REFUNDING BOND (CFH PROJECTS), SERIES 2017: refund series 2009A BOND. false false false A 0 42500000 42500000 2011 true false true true B 7370000 50261365 600860 49660505 2014 false false true true C 7890000 20430232 430232 20000000 2014 true false true true D 4415000 30000000 30000000 2017 true false true true A false false false false 0.01 0.0 0.01 false false true B false false false false 0.01 0.0 0.01 false false true C false false false false 0.01 0.0 0.01 false false true D false false false false 0.01 0.0 0.01 false false true A false false false true true true Royal Bank of Canada 22.9 true false false false true B false false false true false false false false true C false false false true false false false false true D false false false true true true PNC Bank 25.4 true false false false true A true B true C true D true Schedule K, Part I 2011 bond issue THE 2011 BOND LISTED ON SCH K PART 1 LINE A IS A JOINTLY ISSUED BOND WITH UFHL. THERE WAS A SINGLE ISSUANCE REPORTED ON FORM 8038, BUT THE BOND LIABILITY HAS BEEN SPLIT BETWEEN UFHL AND UFHV. UFHV REPORTS THEIR PORTION OF THE BOND ISSUANCE AND LIABILITY ON SCHEDULE K. Schedule K, Part I 2014B BOND ISSUE THE 2014B BOND LISTED ON SCH K PART 1 LINE A IS A JOINTLY ISSUED BOND WITH UFHL. THERE WAS A SINGLE ISSUANCE REPORTED ON FORM 8038, BUT THE BOND LIABILITY HAS BEEN SPLIT BETWEEN UFHL AND UFHV. UFHV REPORTS THEIR PORTION OF THE BOND ISSUANCE AND LIABILITY ON SCHEDULE K. Schedule K, Part IV, Line 2c COLUMN A Issuer name: City of Leesburg, Florida The calculation for computing no rebate due was performed on 06/30/2021 Schedule K, Part IV, Line 2c COLUMN B Issuer name: SUMTER COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY The calculation for computing no rebate due was performed on 06/30/2021 Schedule K, Part IV, Line 2c COLUMN C Issuer name: SUMTER COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY The calculation for computing no rebate due was performed on 06/30/2021 Schedule K, Part IV, Line 2c COLUMN D Issuer name: CITY OF LEESBURG, FLORIDA The calculation for computing no rebate due was performed on 12/21/2022 Form 990, Part VI, Line 15a PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL The filing organization does not compensate the top management official of the organization and instead relies on a related organization to establish compensation for the top management official; therefore, Form 990, Part VI, Line 15a has intentionally been answered "no" in accordance with the IRS instructions to the Form 990. The organization's top management official was compensated by Shands Teaching Hospital and Clinics, Inc. ("STHC"), a related tax-exempt organization. STHC's process for establishing the compensation of the top management official 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 CEO. 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 UF Health Shands Hospital 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 2021 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 OR KEY EMPLOYEES The filing organization does not compensate the officers or key employees of the organization and instead relies on a related organization to establish compensation for these individuals; therefore, Form 990, Part VI, Line 15b has intentionally been answered "no" in accordance with the IRS instructions to the Form 990. The organization's other officers and key employees were compensated by The University of Florida ("UF"), a related governmental organization, or by Shands Teaching Hospital and Clinics, Inc. ("STHC"), a related tax-exempt organization. The process for establishing the compensation of these employees 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 Executive Compensation Committee of the Board of Directors utilizes the information provided by Mercer to establish the compensation of the organization's officers and key employees. THIS PROCESS WAS LAST UNDERTAKEN IN SEPTEMBER 2021 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 THE EXECUTIVE COMMITTEE SHALL INCLUDE THE FOLLOWING INDIVIDUALS: -CHAIRPERSON OF THE BOARD -VICE PRESIDENT FOR HEALTH AFFAIRS OF THE UNIVERSITY OF FLORIDA -DEAN OF THE COLLEGE OF MEDICINE OF THE UNIVERSITY OF FLORIDA -CEO OF THE ORGANIZATION -UP TO SIX ADDITIONAL BOARD MEMBERS -THE PRESIDENT OF THE UNIVERSITY OF FLORIDA, IF DIFFERENT FROM THE CHAIRPERSON OF THE BOARD, MAY ELECT TO BE A MEMBER OF THE EXECUTIVE COMMITTEE. The Executive Committee shall have the authority to transact all business of the Board of Directors, except that it may not: -Elect or remove officers or members of the Board -Create or abolish any committees -Appoint or remove any committee members -Amend the Articles of Incorporation or the Bylaws of the organization -Modify or cause violation of any policies adopted by the Board of Directors -Approve the sale of assets of the organization having a value in excess of $5,000,000, unless specifically authorized by the Board of Directors -Incur indebtedness on behalf of the organization in a principal amount in excess of $5,000,000, unless specifically authorized by the Board of Directors -Take any action that is required by law to be taken by the full Board of Directors. Form 990, Part VI, Line 6 Classes of members or stockholders The organization's members include Central Florida Health, Inc., Shands Teaching Hospital and Clinics, Inc., and University of Florida. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The members of the Board shall be those same individuals who are serving as members of the board of directors of Shands Teaching Hospital and Clinics, Inc., unless otherwise determined by the University of Florida President. Prior to the commencement of the Corporation's Annual meeting, the Secretary shall present to the President a list of all Standing and Special Board Committees. In response thereto, the University of Florida President shall elect or decline any initial or continuing membership thereon. The officers of the Corporation shall consist of: a President, who shall be the President of the University of Florida or his or her designee; a Chairman of the Board, who shall be the President of the University of Florida or his or her designee; a Vice Chairman of the Board, who shall be the Vice President for Health Affairs of the University of Florida; a Chief Executive Officer (the "CEO"); a Secretary (and any assistant secretary) who shall be appointed by the Chairman of the Board; a Treasurer (and any assistant treasurer) who shall be appointed by the Chairman of the Board; and such other officers and assistant officers as may be deemed necessary by the Board. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders In any majority approval of the incurrence of "debt" by the Corporation such approval shall include the affirmative votes of the President of the University of Florida or his or her designee and the member or representative of the University of Florida Board of Trustees serving on the Board of Directors in their respective capacities as ex officio directors. The University of Florida President shall have the right to sit as a voting member of any Board Committee. The President of the University of Florida shall be a member of the Executive Compensation Committee. The Corporation shall at all times comply with the provisions of the Enhanced Governance Standards adopted by the University of Florida Board of Trustees on December 7, 2018, and review annually thereafter, unless governance standards change, at which time the Corporation will review for approval at the next scheduled board meeting. Form 990, Part VI, Line 11b Review of form 990 by governing body A DRAFT COPY OF THE FORM 990 WAS SENT TO ALL MEMBERS OF THE GOVERNING BODY FOR REVIEW AND COMMENT IN ADVANCE OF FILING THE FORM. SUBSEQUENTLY, A COMPLETE COPY OF THE FORM 990 WAS SENT TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING THE FORM. 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 VP GENERAL COUNSEL AND CORPORATE COMPLIANCE DEPARTMENT WHO NOTIFY THE BOARD IF ANY CONCERNS ARISE. 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 VIII, Line 11d Other Miscellaneous Revenue Miscellaneous Revenue - Total Revenue: 996769, Related or Exempt Function Revenue: 996769, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees HEALTHCARE PROFESSIONALs - Total Expense: 7980385, Program Service Expense: 7980385, Management and General Expenses: 0, Fundraising Expenses: 0; OTHER CONSULTANTS - Total Expense: 3110278, Program Service Expense: 2812393, Management and General Expenses: 297885, Fundraising Expenses: 0; REPAIRS & MAINTENANCE - Total Expense: 3882468, Program Service Expense: 3510627, Management and General Expenses: 371841, Fundraising Expenses: 0; LAUNDRY & LINEN SERVICES - Total Expense: 738170, Program Service Expense: 667472, Management and General Expenses: 70698, Fundraising Expenses: 0; OTHER PURCHASED SERVICES - Total Expense: 13400518, Program Service Expense: 12103592, Management and General Expenses: 1296926, Fundraising Expenses: 0; Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFERS FROM AFFILIATES - 1000000; VILLAGES REGIONAL HOSPITAL PHYSICIAN SERVICES 1451 EL CAMINO REAL THE VILLAGES FL 32159 263978916 BILLING SERVICE FL 0 0 THE VILLAGES TRI-COUNTY MEDICAL CENTER 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 Leesburg Regional Medical Center Foundation Inc dba UF Health Leesburg Hosp ital Foundation 600 EAST DIXIE AVENUE LEESBURG FL 34748 591800743 SUPPORT UFHL FL 501(c)(3) Type I UFHL 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 true 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 CENTRAL FLORIDA CARDIOVASCULAR CO-MANAGEMENT 600 EAST DIXIE AVENUE LEESBURG FL 34748 270781065 HEALTHCARE FL na Related 38394 35835 false 0 false 0.0893 CARE DELIVERY ALLIANCE LLC 600 EAST DIXIE AVENUE LEESBURG FL 34748 473889954 PHYSICIAN-HOSPITAL ORGANIZATION FL NA N/A false false false false false false false false false false false false false true true true true true true THE VILLAGES REGIONAL HOSPITAL AUXILIARY FOUNDATION INC S 1000000 FMV