2024-06-13T07:05:17-05:00 2022-12-31 440160260 FORVIS MAZARS LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2022-01-01 262216181 BROOKS HOME CARE ADVANTAGE INC BROO 9043457600 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 322164252 J BRITTON TABOR CFO 9043457600 2024-06-05 1 J BRITTON TABOR 999009999 1 AMY BIBBY P00445891 8282542254 2024-06-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X BROOKS REHABILITATION HOME HEALTH J BRITTON TABOR 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 322164252 30214094 0 X WWW.BROOKSREHAB.ORG X 2008 FL PROVISION OF HOME HEALTH CARE AND HOME REHABILITATION SERVICES 10 7 564 0 0 0 160700 0 29857167 29892034 66572 86415 0 235645 30084439 30214094 0 0 0 0 23675519 23010470 0 0 0 10469701 12173853 34145220 35184323 -4060781 -4970229 27185967 24839928 41584982 44211191 -14399015 -19371263 X TO ADVANCE THE HEALTH AND WELL-BEING OF PERSONS REQUIRING REHABILITATION THROUGH SUPERIOR OUTCOMES, SERVICE, EDUCATION, AND RESEARCH 0 0 25048180 29892034 SEE SCHEDULE O BROOKS REHABILITATION SERVICES ALSO INCLUDE A HOME HEALTH SERVICES. BROOKS REHABILITATION HOME HEALTH IS ONE OF THE LARGEST HOME CARE AGENCIES IN NORTHEAST FLORIDA, PROVIDING HOME CARE TO PATIENTS ACROSS 23 COUNTIES. SERVICES INCLUDE SKILLED NURSING CARE, PHYSICAL THERAPY, SPEECH THERAPY, RESPIRATORY THERAPY, OCCUPATIONAL THERAPY, INFUSION THERAPY, AND WOUND CARE. ADDITIONAL SERVICES ARE CARDIAC CARE, ORTHOPEDIC REHABILITATION, LYMPHEDEMA CARE, NEUROLOGICAL REHABILITATION, VESTIBULAR THERAPY, CONGESTIVE HEART FAILURE CARE, COPD CARE, AND FALLS PREVENTION. THESE SERVICES PROMOTE, MAINTAIN, OR RESTORE HEALTH, OR MINIMIZE THE EFFECTS OF ILLNESS AND DISABILITY, AND WITH THE ADDITION OF PERSONAL CARE HOME SERVICES, ARE DESIGNED TO PROVIDE A CONTINUUM OF HEALTH CARE SERVICES AS THE PATIENT TRANSITIONS FROM POST- ACUTE AND INPATIENT SKILLED NURSING TO THE HOME. HOME HEALTH PROVIDES MEDICALLY NECESSARY SKILLED CARE IN THE HOME, INTENDED FOR INDIVIDUALS WHO CANNOT EASILY LEAVE THEIR HOME TO RECEIVE NEEDED CARE. BROOKS HOME CARE TAKES GREAT PRIDE IN PROVIDING THE MOST PROFESSIONAL, COMPASSIONATE, AND RELIABLE SERVICES. THE HOME CARE TEAM IS FOCUSED ON PROVIDING THE BEST PATIENT CARE WITH A PERSONAL TOUCH AND IS COMMITTED TO ENSURING AN EXCELLENT EXPERIENCE WITH EVERY VISIT. BROOKS REHABILITATION HOME HEALTH IS A MEDICARE AND ACHC CERTIFIED HOME CARE AGENCY WITH STELLAR PATIENT CARE AND GREAT OUTCOMES. BROOKS EMPLOYS ONLY THE MOST QUALIFIED NURSING AND THERAPY STAFF SO THAT OUR PATIENTS HAVE THE BEST CHANCE TO RECOVER AND REGAIN INDEPENDENCE. OUR CARE TEAMS INCLUDE:- REGISTERED NURSES (RNS)- LICENSED PRACTICAL NURSES (LPNS)- CERTIFIED NURSES ASSISTANTS (CNAS)- SOCIAL WORKERS- RESPIRATORY THERAPISTS- PHYSICAL THERAPISTS- OCCUPATIONAL THERAPISTS- SPEECH THERAPISTS - IN HOME COMPANION SERVICESIN 2022, BROOKS REHABILITATION HOME HEALTH HAD APPROXIMATELY 157,000 HOME VISITS, OF WHICH 108,000 WERE MEDICARE. 25048180 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 564 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X J BRITTON TABOR 9043457600 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 DOUGLAS M BAER CEO 1.00 51.00 X X 0 2402243 64171 DANIEL R CURRAN BOARD MEMBER/SECR. TREAS. 2.00 51.00 X X 0 438079 19155 J BRITTON TABOR BOARD MEMBER/SECR. TREAS. 2.00 51.00 X X 0 400344 7624 BRUCE M JOHNSON BOARD MEMBER 1.00 5.00 X X 0 46500 0 HOWARD C SERKIN BOARD MEMBER 1.00 6.00 X 0 38400 0 LEE LOMAX CHAIRMAN 2.00 X X 0 22800 0 LYNN PAPPAS BOARD MEMBER 1.00 X 0 0 0 STANLEY W CARTER BOARD MEMBER 1.00 X 0 15900 0 THOMAS BROTT MD BOARD MEMBER 1.00 X 0 12000 0 ERIC MANN BOARD MEMBER 1.00 4.00 X 0 29700 0 KRIS A ROBERTS COO 15.00 X 0 359631 29473 HEATHER L D'AMBROSIO ACCOUNT EXECUTIVE II 40.00 X 191718 0 30816 JOSEPH WHITE ADMINISTRATOR 40.00 X 135966 0 13213 DANIEL P ROSENBAUM PHYSICAL THERAPIST 40.00 X 123180 0 23803 XAVIER DIMARANAN PHYSICAL THERAPIST 40.00 X 114852 0 12146 HEATHER ROBINSON DIRECTOR MARKETING 40.00 X 114241 0 13986 679957 3765597 214387 27 0 1 0 MAXIM STAFFING SOLUTIONS 12558 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 STAFFING 324627 HOMECARE HOMEBASE LLC 6688 N CENTRAL EXPWAY STE 800 DALLAS TX 75206 SOFTWARE SERVICES 269126 2 X NET PATIENT SERVICE 623000 29891792 29891792 OTHER OPERATING REVENUE 623000 242 242 29892034 86415 86415 MISC. INCOME 621610 235645 235645 235645 30214094 29892034 0 322060 17599176 15663267 1935909 281285 250344 30941 3727307 3317303 410004 1402702 1248405 154297 2297195 2094935 202260 20939 63 20876 458049 458049 459121 422453 36668 567711 93908 473803 808523 451035 357488 992884 931065 61819 9036 5568 3468 833096 833096 2440325 2440325 135531 135531 AFFILIATE MANAGEMENT FE 2456641 2456641 MEDICAL SUPPLIES 555408 555408 AFFILIATE SERVICES 125838 870 124968 BAD DEBT 7194 7194 6362 6362 35184323 25048180 10136143 0 600151 387857 8136663 8512935 129573 138520 2870350 1700453 1351130 1169897 16121484 13877977 846966 752742 27185967 24839928 1756366 1749834 39828616 42461357 41584982 44211191 X -14399015 -19371263 -14399015 -19371263 27185967 24839928 -4970229 -2019 0 X X 0 1 X 1 0 X 1695201 160700 1855901 32451652 32358952 29143955 29857167 29892034 153703760 32451652 32358952 30839156 30017867 29892034 155559661 0 0 0 155559661 51431 36023 129066 66572 86415 369507 51431 36023 129066 66572 86415 369507 405 235645 236050 32503083 32394975 30968627 30084439 30214094 156165218 0.99610 0.99720 0.00240 0.00210 X 1 PART II-B, LINE 1: A PORTION OF THE DUES PAID TO HOME CARE ASSOCIATION OF FLORIDA ARE ALLOCATED FOR LOBBYING EXPENSES. 343088 105256 237832 1508388 1345231 163157 1018874 249966 768908 1169897 ESTIMATED THIRD PARTY SETTLEMENTS 10129 OPERATING LEASE LIABILITY 730946 DUE TO AFFILIATES 41720282 42461357 X PART X, LINE 2: THE ORGANIZATION RECEIVES CONSOLIDATED FINANCIAL STATEMENTS INCLUDING CORPORATE PARENT AND SUBSIDIARIES. THE FOLLOWING DISCLOSURE APPLIES TO THE SYSTEM AS A WHOLE: BROOKS IS COMPRISED OF NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. 0 1 0 0 0 1 0 0 0 DOUGLAS M BAER CEO 0 553510 0 222958 0 1625775 0 47500 0 16671 0 2466414 0 1621914 DANIEL R CURRAN BOARD MEMBER/SECR. TREAS. 0 311812 0 124783 0 1484 0 13223 0 5932 0 457234 0 0 J BRITTON TABOR BOARD MEMBER/SECR. TREAS. 0 400344 0 0 0 0 0 0 0 7624 0 407968 0 0 KRIS A ROBERTS COO 0 256816 0 101848 0 967 0 12892 0 16581 0 389104 0 0 HEATHER L D'AMBROSIO ACCOUNT EXECUTIVE II 191577 0 0 0 141 0 10995 0 19821 0 222534 0 0 0 PART I, LINE 4B THE ORGANIZATION PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN TO CERTAIN KEY EMPLOYEES. THE PLAN IS AN UNFUNDED DEFERRED COMPENSATION PLAN DESCRIBED IN SECTION 457(F) AND IS INTENDED FOR A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. AT THIS TIME, CONTRIBUTIONS TO AN INDIVIDUAL'S ACCOUNT UNDER THE PLAN ARE ON A PERCENTAGE OF THE INDIVIDUAL'S ANNUAL BASE SALARY AS APPROVED BY THE BOARD COMPENSATION COMMITTEE. VESTING IN THE PLAN FOR CURRENT MEMBERS OCCURS JANUARY 1, 2022, PROVIDED EMPLOYMENT IS MAINTAINED, AND DISREGARDING ACCELERATION DUE TO DEATH OR DISABILITY. FOR THE CURRENT TAX YEAR, PAYOUTS FROM THE PLAN FOR THE LISTED INDIVIDUALS WERE AS FOLLOWS, (LISTED AS A COMPONENT OF PART II, COLUMN (B)III AND COLUMN F): $1,621,914 - DOUGLAS M. BAER PART I, LINE 6 THE COMPANY HAS A SUCCESS SHARING PLAN THAT INCLUDES MOST EMPLOYEES. PAYMENT IS CALCULATED AS A PERCENTAGE OF COMPENSATION AND IS TRIGGERED BY MEETING SPECIFIC OPERATIONAL AND FINANCIAL GOALS. PART I, LINE 3: THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS DIRECTLY. CERTAIN BOARD MEMBERS AND MANAGEMENT OFFICIALS ARE COMPENSATED BY BROOKS HEALTH SYSTEM, A RELATED ORGANIZATION. THE BOARD OF BROOKS HEALTH SYSTEM USES THE FOLLOWING METHODS TO DETERMINE EXECUTIVE COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION STUDY OR SURVEY - APPROVAL BY COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS GENESIS HEALTH, INC., A FLORIDA NOT FOR PROFIT CORPORATION DOING BUSINESS AS BROOKS HEALTH SYSTEM AND AN ORGANIZATION RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3). FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION SHALL AT ALL TIMES HAVE AT LEAST THREE MEMBERS OF THE BOARD OF DIRECTORS. THE MEMBERS OF THE BOARD OF DIRECTORS SHALL BE ELECTED BY THE SOLE MEMBER AS PROVIDED IN THE BYLAWS OF THE ORGANIZATION. SEE THE RESPONSE TO LINE 6 ABOVE. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ACTIONS REQUIRE THE APPROVAL OF THE SOLE MEMBER: - A CHANGE IN THE PURPOSE OF THE ORGANIZATION - THE TERMINATION OF THE TAX-EXEMPT STATUS OF THE ORGANIZATION UNDER SECTION 501(C)(3) - THE SALE OR DISPOSITION OF SUBSTANTIALLY ALL OF THE ASSETS OF THE ORGANIZATION OR A SUBSIDIARY OF THE ORGANIZATION - THE DISSOLUTION OR LIQUIDATION OF THE ORGANIZATION OR A SUBSIDIARY OF THE ORGANIZATION - THE ADDITION OF A MEMBER OF THE ORGANIZATION - THE MERGER OR CONSOLIDATION OF THE ORGANIZATION OR A SUBSIDIARY OF THE ORGANIZATION OR THE ESTABLISHMENT OF A SUBSIDIARY OF THE ORGANIZATION - THE AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS OF THE ORGANIZATION FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS UPLOADED TO A SHARED FILE SYSTEM FOR ACCESS BY BOARD MEMBERS. BOARD MEMBERS MAY REQUEST PRINTED COPIES. THE 990 FORM IS REVIEWED IN DETAIL BY THE AUDIT COMMITTEE. A SUMMARY IS PRESENTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR BOARD MEMBERS ARE REQUIRED TO COMPLETE A FORM THAT WILL DISCLOSE ANY RELATIONSHIPS THAT MAY CREATE A CONFLICT OF INTEREST. THE FORMS ARE REVIEWED BY MANAGEMENT AND ANY CONCERNS ARE REFERRED TO THE BOARD IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 GENESIS HEALTH, INC. USES AN OUTSIDE CONSULTANT FOR ALL OFFICER, EXECUTIVE, AND TOP MANAGMENT COMPENSATION DECISIONS. THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS APPROVES ALL DECISIONS REGARDING EXECUTIVE COMPENSATION FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST. ADDITIONALLY, RECENT FILINGS OF THE FORM ARE AVAILABLE ON GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VIII, LINES 3 AND 4: AMOUNTS PRESENTED ON LINE 3 AND LINE 4 ARE AN ALLOCATION OF INVESTMENT INCOME BASED ON INVESTMENTS HELD BY THE SOLE MEMBER. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AMENDMENT TO FORM 990 AN AMENDMENT TO THE FORM 990 HAS BEEN SUBMITTED TO UPDATE AND CLARIFY THE REPORTED COMPENSATION OF THE OFFICERS, DIRECTORS, KEY EMPLOYEES AND TOP FIVE HIGHEST PAID. THIS AMENDMENT PRODUCED CHANGES TO PART VII (COLUMNS D, E, F) OF THE FORM 990 AS WELL AS SCHEDULE J PART II, COLUMNS B(I), B(II) AND F. ADDITIONALLY THERE HAVE BEEN UPDATES MADE TO THE STATEMENT ON SCHEDULE J PART III REGARDING PART I, LINE 4B. GENESIS HEALTH INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 592249370 HEALTHCARE FL 501(C)(3) LINE 12B, II N/A 0 GENESIS REHABILITATION HOSPITAL INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 593284221 HEALTHCARE / REHAB CARE FL 501(C)(3) LINE 3 GENESIS HEALTH INC 0 PHYSICAL MEDICINE SPECIALISTS INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 593530305 HEALTHCARE / PHYSICIANS FL 501(C)(3) LINE 12A, I GENESIS REHABILITATION HOSPITAL INC 0 GENESIS HEALTH DEVELOPMENT INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 592249372 HEALTHCARE / REHAB THERAPY FL 501(C)(3) LINE 10 GENESIS HEALTH INC 0 BROOKS SKILLED NURSING INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 264561148 HEALTHCARE / SKILLED NURSING FL 501(C)(3) LINE 10 GENESIS HEALTH INC 0 BROOKS SKILLED NURSING FACILITY A INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 272153586 HEALTHCARE / SKILLED NURSING FL 501(C)(3) LINE 3 BROOKS SKILLED NURSING INC 0 THE GENESIS HEALTH FOUNDATION INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 592249340 SUPPORT / FUNDRAISING FL 501(C)(3) LINE 7 GENESIS HEALTH INC 0 BROOKS SKILLED NURSING FACILITY HOLDINGS A INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 272187557 REAL ESTATE HOLDING FL 501(C)(3) LINE 12A, I BROOKS SKILLED NURSING INC 0 BROOKS SKILLED NURSING FACILITY HOLDINGS B INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 452623488 REAL ESTATE HOLDING FL 501(C)(3) LINE 12A, I BROOKS SKILLED NURSING INC 0 BROOKS REHABILITATION CLINICAL RESEARCH CENTER INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 452094888 RESEARCH FL 501(C)(3) LINE 4 GENESIS HEALTH INC 0 HB OUTPATIENT REHABILITATIVE SERVICES INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 813748483 HEALTHCARE / REHAB THERAPY FL 501(C)(3) LINE 12A, I GENESIS HEALTH DEVELOPMENT INC 0 ST AUGUSTINE MOB LTD 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 593397507 REAL ESTATE HOLDING FL N/A 0 0 HB DELTONA REHABILITATIVE SERVICES 303 N CLYDE MORRIS BLVD DAYTONA BEACH FL 32114 862309610 OUTPATIENT REHABILITATION FL N/A 0 0 GH HOLDINGS INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 593007328 HOLDING COMPANY FL N/A C 0 GH MANAGEMENT INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 592387438 HOLDING COMPANY FL N/A C 0 GENESIS MANAGEMENT SERVICES INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 592183211 MANAGEMENT SERVICES FL N/A C 0 GH MEDICAL SERVICES INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 592742895 MEDICAL SERVICES FL N/A C 0 GH PARTNERSHIP HOLDINGS PPA INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 593075439 INVESTMENT HOLDINGS FL N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0