2025-11-14T16:38:24+00:00 2024-12-31 440160260 Forvis Mazars LLP 500 Ridgefield Court Asheville NC 28806 990 2024-01-01 592249370 GENESIS HEALTH INC GENE 9043457600 3599 UNIVERSITY BLVD SOUTH Jacksonville FL 322164252 J Britton Tabor CFO 9043457600 2025-11-14 true Amy Bibby P00445891 8282542254 2025-11-05 2024 2025-03-06 01:10:19Z BROOKS Rehabilitation J Britton Tabor 3599 UNIVERSITY BLVD SOUTH Jacksonville FL 322164252 56411158 false X WWW.BROOKSREHAB.ORG X 1982 FL SUPPORT AND ADMINISTRATION FOR BROOKS REHABILITATION HOSPITAL AND AFFILIATES. 19 15 323 0 25526 0 0 725000 31771142 36255916 17281542 18837492 413884 592750 49466568 56411158 399168 698812 0 0 22116322 25166359 0 0 0 23151998 26021146 45667488 51886317 3799080 4524841 596194016 634657043 326580999 320514980 269613017 314142063 TO ADVANCE HEALTH AND WELL-BEING OF PERSONS REQUIRING REHABILITATION THROUGH SUPERIOR OUTCOMES, SERVICE, EDUCATION AND RESEARCH. false false 38403688 698812 36255916 Please see Schedule O. 38403688 true true false true false false true false false false true false false true true true false true false false false false false false false false false 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 0 0 323 true true true false false false false false false false false false false false X 19 15 false false false false false false false true true false false false true true true true true true true true false false X X J Britton Tabor 9043457600 3599 UNIVERSITY BLVD SOUTH Jacksonville FL 322164252 Douglas M Baer Chairman / CEO 39.0 12.0 X X 830737 0 71358 Howard C Serkin Vice-Chairman 2.0 6.0 X X 33600 0 0 J Britton Tabor SEC. / TREAS. / CFO 37.0 14.0 X X 593761 0 26188 Kris A Roberts COO IP & Home Health 22.0 18.0 X X 375438 0 34407 Victor DeRienzo COO Aging Services & OP 20.0 3.0 X X 370039 0 51087 Bruce M Johnson Board Member 2.0 1.0 X 26100 0 0 Charlie Tomm Board Member 1.0 0 X 11100 0 0 Eric Mann Chairman 2.0 6.0 X 45900 0 0 Ernest N Brodsky Board Member 1.0 1.0 X 26100 0 0 Jerry Gooden Board Member 1.0 1.0 X 12600 0 0 Kevin Barrett MD Board Member 1.0 0 X 8400 0 0 Lee Lomax Board Member 1.0 3.0 X 23100 0 0 Lisa Palmer Board Member 1.0 0 X 14400 0 0 Lynn Pappas Board Member 1.0 1.0 X 23700 0 0 Michelle Boynton Board Member 1.0 1.0 X 11400 0 0 Pamela S Chally PHD RN Board Member 1.0 1.0 X 27000 0 0 Russell Newton Board Member 1.0 0 X 17100 0 0 Stanley W Carter Board Member 1.0 2.0 X 22500 0 0 Timothy Cost Board Member 1.0 0 X 14700 0 0 Trevor Paris MD CMO 30.0 12.0 X 596797 0 57408 Joanne Hoertz SVP Nursing 40.0 0 X 338497 0 32801 KATHY BARBOUR VP Chief Marketing & Communications Officer 40.0 0 X 271009 0 29014 KERRY A MAHER MD SVP PM&R Consulting & Education 40.0 0 X 467898 0 30500 LISA KEMPH VP Chief Human Resources Officer 40.0 0 X 291215 0 22574 ROBERT ROWE EXECUTIVE DIRECTOR OF HIGHER LEARNING 40.0 0 X 194327 0 42072 4647418 0 397409 56 false true false Hoefer Welker LLC 4622 Pennsylvania Ave Kansas City MO 64112 Design 929358 Smith Hulsey & Busey ONE INDEPENDENT DRIVE jacksonville FL 32202 Attorney 824143 Childs Hester and Love PA 6022 SAN JOSE BLVD 2ND FLOOR JACKSONVILLE FL 32217 Attorney 530550 Forvis Mazars LLP PO Box 602828 Charlotte NC 28260 Audit / Tax 450282 Park Place International LLC 5910 Landerbrook Dr Cleveland OH 44124 Technology Consulting 336028 13 725000 725000 Management Fees 541610 34579157 34579157 Other Operating Revenue 900099 1676759 1676759 0 0 0 0 36255916 -123995 -123995 123104 0 123104 0 123104 25526 97578 18961487 18961487 0 18961487 18961487 Miscellaneous Income 900099 469646 469646 0 0 0 0 469646 56411158 36255916 25526 19404716 698812 698812 3696217 2587352 1108865 0 16397773 13254232 3143541 616456 487000 129456 3277211 2588997 688214 1178702 931175 247527 972673 972673 187207 187207 497290 497290 1449612 1071417 378195 0 1015620 48732 966888 3360161 1771663 1588498 4533585 4532664 921 97222 97222 515123 243169 271954 550800 89469 461331 7031848 7031848 4438048 2170486 2267562 415974 415974 Recruiting 807434 803780 3654 Other Expenses 104793 49136 55657 Medical Supplies 43756 43756 0 0 0 0 51886317 38403688 13482629 0 7974537 17601841 0 0 0 0 647510 92765 2055281 1760455 110284588 37452289 81314096 72832299 360946488 415477357 0 678703 142577401 126892326 596194016 634657043 16143119 16858738 807333 690667 307916880 301636574 0 0 1713667 1329001 326580999 320514980 X 269613017 314142063 269613017 314142063 596194016 634657043 X 4524841 39912628 -727649 819226 X X false true true false X X 5 GENESIS HEALTH DEVELOPMENT INC (BHD) 592249372 9 true 0 5125363 THE GENESIS HEALTH FOUNDATION INC (BHF) 592249340 7 true 0 0 GENESIS REHABILITATION HOSPITAL INC (BRH) 593284221 3 true 0 22652069 BROOKS HOME CARE ADVANTAGE (BHCA) 264561148 9 true 0 4246860 BROOKS SKILLED NURSING FACILITY A INC (BSNFA) 272153586 3 false 0 4821831 5 0 36846123 false false false false false false false false false false false false false false false true Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name ALL OF THE SUPPORTED ORGANIZATIONS ARE PART OF BROOKS HEALTH SYSTEM. THIS IS A HISTORIC AND CONTINUING RELATIONSHIP. GENESIS HEALTH IS THE SOLE MEMBER OF THE SUPPORTED ORGANIZATIONS WITH THE POWER TO APPOINT BOARD MEMBERS. THROUGH THIS POWER, THE ORGANIZATIONS OPERATE AS A UNIFIED HEALTH SYSTEM. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 0 0 false X 0 1 false 0 false 46278633 46278633 25375378 9865739 15509639 33217326 24557020 8660306 5413251 3029530 2383721 72832299 Other Receivables 1036174 Self-Insurance Retention 2918985 Deferred Expense 18233 Due from affiliates 122918934 126892326 Federal Income Taxes LT Pledges Payable 1329001 1329001 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part II, Line 9 Conservation easements financial reporting THE CONSERVATION EASEMENTS ARE INCLUDED IN LAND HELD FOR DEVELOPMENT ON THE BALANCE SHEET. THE EASEMENTS WERE NOT INCLUDED IN THE INCOME STATEMENT. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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. true 1st Place Sports 3931 BAYMEADOWS ROAD Jacksonville FL 32217 591857854 501(c)(3) 12650 Operational Support Alzheimer's Association 4237 SALISBURY RD i406 Jacksonville FL 32216 501(c)(3) 7500 Operational Support American Heart Association - First Coast 7751 BAYMEADOWS ROAD Jacksonville FL 32256 135613797 501(c)(3) 45000 Operational Support Baptist Health Foundation 841 PRUDENTIAL DRIVE STE 1300 Jacksonville FL 32207 811755188 501(c)(3) 6000 Operational Support Cathedral Arts Project 207 N Laura St Suite 300 Jacksonville FL 32202 501(c)(3) 5500 Operational Support Community Foundation of Northeast Florida 245 Riverside Ave Suite 310 Jacksonville FL 32202 501(c)(3) 5000 Operational Support Dreams Come True Jacksonville 6803 Southpoint Pkwy Jacksonville FL 32216 501(c)(3) 5000 Operational Support Flagler Health Care Foundation 400 Health Park Blvd St Augustine FL 32086 501(c)(3) 88333 Operational Support Halifax Health Foundation 303 N Clyde Morris Blvd Daytona Beach FL 32114 501(c)(3) 5000 Operational Support Jacksonville Sports Medicine Program 3563 PHILIPS HWY BLDG E STE 502 Jacksonville FL 32207 592997510 501(c)(3) 47500 Operational Support Jax Area Golf Assoc 830-13 A1A Box 158 Ponte Vedra Bch FL 32082 501(c)(3) 6000 Operational Support JASMYN 923 PENNINSULAR PL Jacksonville FL 32204 501(c)(3) 25000 Operational Support Jacksonville Jaguars Foundation Inc 1 TIAA Bankfield Drive Jacksonville FL 32202 501(c)(3) 5000 Operational Support Jim and Tabitha Furyk Foundation PO BOX 2864 Ponte Vedra Bch FL 32004 501(c)(3) 42500 Operational Support JT Townsend Foundation 830 A1A N Ponte Vedra Bch FL 32082 501(c)(3) 7500 Operational Support Kids Chance of Florida PO Box 1648 Sarasota FL 34230 501(c)(3) 5000 Operational Support Mayo Clinic 200 First Street SW Rochester MN 55905 501(c)(3) 83335 Operational Support Natational Multiple Sclerosis Society PO Box 289 Canton MA 02021 501(c)(3) 10318 Operational Support Rethreaded 515 E 9th St Jacksonville FL 32206 501(c)(3) 5000 Operational Support Shands Jacksonville Medical Center 655 8th Street W Jacksonville FL 32209 501(c)(3) 20000 Operational Support UF The Villages Regional Hospital Auxiliary Inc 1501 N US-441 Building 1800 The Villages FL 32159 501(c)(3) 5000 Operational Support We Care Jacksonville 900 UNIVERSITY BLVD NORTH STE 200 Jacksonville FL 32207 593431724 501(c)(3) 10000 Operational Support 22 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds GENESIS HEALTH, INC. IS VERY SELECTIVE WHEN SELECTING ORGANIZATIONS FOR CONTRIBUTIONS. ALL ORGANIZATIONS ARE 501(C)(3) OR GOVERNMENT ORGANIZATIONS. ALL FUNDS ARE APPROVED BY MANAGEMENT PRIOR TO DISTRIBUTION. DOCUMENTATION OF ALL GRANTS AND AWARDS ARE MAINTAINED BY MANAGEMENT. AGREEMENTS FOR GRANTS/AWARDS ARE TYPICALLY ENTERED INTO PRIOR TO FUNDING. X X X true true X X X X X false false false false false true false false false Douglas M Baer Chairman / CEO 607792 0 219084 0 3861 0 53500 0 17858 0 902095 0 0 0 Victor DeRienzo COO Aging Services & OP 269546 0 99443 0 1050 0 24969 0 26118 0 421126 0 0 0 Kris A Roberts COO IP & Home Health 270137 0 104251 0 1050 0 16646 0 17761 0 409845 0 0 0 J Britton Tabor SEC. / TREAS. / CFO 431586 0 158314 0 3861 0 18021 0 8167 0 619949 0 0 0 Trevor Paris MD CMO 425653 0 166604 0 4540 0 30500 0 26908 0 654205 0 0 0 Joanne Hoertz SVP Nursing 246025 0 90767 0 1705 0 24590 0 8211 0 371298 0 0 0 KATHY BARBOUR VP Chief Marketing & Communications Officer 200086 0 70433 0 490 0 12210 0 16804 0 300023 0 0 0 LISA KEMPH VP Chief Human Resources Officer 216573 0 73873 0 769 0 1506 0 21068 0 313789 0 0 0 KERRY A MAHER MD SVP PM&R Consulting & Education 335244 0 128853 0 3801 0 30500 0 0 0 498398 0 0 0 ROBERT ROWE EXECUTIVE DIRECTOR OF HIGHER LEARNING 148407 0 44379 0 1541 0 26767 0 15305 0 236399 0 0 0 Schedule J, Part I, Line 1a Tax indemnification and gross-up payments The organization reimburses club fees and dues for the CEO, COO and some Executive and Senior Vice Presidents. These reimbursements are included in taxable wages and are grossed up to reimburse the employees for the taxes associated with these payments. Car allowances are also provided to these employees as non-accountable allowances. Schedule J, Part I, Line 1a Discretionary spending account The organization reimburses club fees and dues for the CEO, COO and some Executive and Senior Vice Presidents. These reimbursements are included in taxable wages and are grossed up to reimburse the employees for the taxes associated with these payments. Car allowances are also provided to these employees as non-accountable allowances. Schedule J, Part I, Line 1a Health or social club dues or initiation fees The organization reimburses club fees and dues for the CEO, COO and some Executive and Senior Vice Presidents. These reimbursements are included in taxable wages and are grossed up to reimburse the employees for the taxes associated with these payments. Car allowances are also provided to these employees as non-accountable allowances. Schedule J, Part I, Line 6a Compensation contingent on net earnings of the organization 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. A JACKSONVILLE ECONOMICS DEVELOPMENT COMMISSION 2013-06-27 35000000 CAPITAL IMPROVEMENTS false false false B CITY OF JACKSONVILLE FLORIDA 596000344 469400BV6 2015-09-01 55095000 CAPITAL IMPROVEMENTS AND REFUND PRIOR ISSUE false false false C CITY OF JACKSONVILLE FLORIDA 596000344 469400DJ1 2017-10-24 78002940 REVENUE BONDS - SERIES 2017 false false false D City of Jacksonville Health Care Facilities 596000344 469400EB7 2020-01-01 119705000 Revenue Bonds - Series 2020 false false false A 20990386 0 35000000 0 0 0 214687 0 0 34785313 0 0 2015 true false false true B 5225000 0 55095000 0 0 0 536235 0 495254 47699874 5343462 2017 true false false true C 11005000 0 71230000 0 0 0 702572 0 0 0 70527428 0 2017 true false true true D 0 0 119705000 0 0 0 569383 0 0 3095133 97920315 38360022 false false false true A false false false false false false 0.0 0.0 0.0 false false 0 false false B false false false false false false 0.0 0.0 0.0 false false 0 false false C false false false false false false 0.0 0.0 0.0 false false 0 false false D false false false false false false 0.0 0.0 0.0 false false 0 false false A false true false false false false 0 false false false 0 false false true B false false false true false false 0 false false false 0 false false true C false false false true false false 0 false false false 0 false false true D false true false true false false 0 false false false 0 false false true A true B true C true D true Schedule K, Part II, Line 3 Investment earnings have been included in this line. Because of this, the issue price on part I and the issue price in part II for the series 2015 & 2017 bonds will not match. Schedule K, Part IV, Line 2c COLUMN B Issuer name: CITY OF JACKSONVILLE, FLORIDA The calculation for computing no rebate due was performed on 09/01/2024 Schedule K, Part IV, Line 2c COLUMN C Issuer name: CITY OF JACKSONVILLE, FLORIDA The calculation for computing no rebate due was performed on 10/24/2024 Schedule K, Part IV, Line 2c COLUMN D Issuer name: City of Jacksonville Health Care Facilities The calculation for computing no rebate due was performed on 09/01/2024 A City of Jacksonville Health Care Facilities 596000344 2020-01-01 39000000 Private Issue - Refinancing Agreement false false false A 0 39000000 105698 38894302 false false false true A false false false false false false 0.0 0.0 0.0 false false 0 false false A false true false false false false 0 false false false 0 false false false A true Form 990, Part III, Line 4a Brooks Rehabilitation is dedicated to offering the most advanced therapies for all patients. Brooks commitment to providing the best care possible is exemplified by the depth and breadth of programs and services offered. By linking the best minds in rehabilitation with the latest treatments and technology, Brooks Rehabilitation enables patients to achieve the highest quality of life possible. Brooks Rehabilitation is a post-acute system of care with a stated mission of empowering people to achieve their highest level of recovery and participation in life through excellence in rehabilitation. Brooks' vision is to be a recognized leader in providing a system of world-class rehabilitation solutions, advancing the health and well-being of the communities it serves. The mission and vision of Brooks is accomplished through its values of excellence in care, demonstrated through innovation, integrity, service, compassion, teamwork, accountability, and continuous learning. Brooks Rehabilitation maintains a strong reputation for clinical excellence, financial performance, innovation and community outreach in the markets it serves. By focusing on becoming a comprehensive post-acute health system, Brooks Rehabilitation is uniquely positioned to succeed in the challenging healthcare environment. Brooks Rehabilitation is a recognized leader in providing a system of world-class rehabilitation solutions, advancing the health and well-being of its communities. In 2020, Brooks celebrated 50 years of expertise empowering people to achieve their highest level of recovery and participation in life. Brooks Rehabilitation System of Care offers unique care settings for every stage of recovery so patients can stay with Brooks for their entire rehabilitation journey. Brooks' team of physicians, therapists and nurses have specialized education for patients' medical and rehabilitation needs. Dedicated care teams work with patients and their families to develop individualized treatment plans based on recovery goals. Excellence in care is demonstrated through innovation, compassion and consistently providing the highest quality of care. Brooks Rehabilitation provides a full continuum of care to support the comprehensive needs of patients and their families. The value of Brooks' System of Care lies in the individualized care from expert clinicians and its commitment to exceptional service, giving patients a great experience in every Brooks' location. Brooks specializes in the treatment of: -Stroke -Brain Injury -Spinal Cord Injury -Neurological Disorders -Orthopedics -Pediatrics -Balance Disorders -Sports Injuries -Chronic Pain Disorders -Low Vision GENERAL INFORMATION Genesis Health, Inc., doing business as Brooks Rehabilitation, headquartered in Jacksonville, Florida, has served the northeast Florida community for 50 years, and continues to expand its service area in the southeast region of the country. Brooks Rehabilitation is comprised of the following not-for-profit legal entities: -Genesis Health, Inc. d/b/a Brooks Rehabilitation [59-2249370] -Genesis Rehabilitation Hospital, Inc. d/b/a Brooks Rehabilitation Hospital [59-3284221] -Genesis Health Development, Inc. d/b/a Brooks Health Development [59-2249372] -Genesis Health Foundation, Inc., d/b/a Brooks Health Foundation. [59-2249340] -Physical Medicine Specialists, Inc., d/b/a Brooks Rehabilitation Specialists [59-3530305] -Brooks Home Care Advantage, Inc., d/b/a Brooks Rehabilitation Home Health [26-2216181] -Brooks Skilled Nursing Facility A., Inc. [27-2153586] -Brooks Rehabilitation Clinical Research Center, Inc. [45-2094888] -Brooks Halifax Rehabilitation Services, LLC Brooks Rehabilitation Hospital Brooks Rehabilitation Hospital's University campus is a 160-licensed bed inpatient rehabilitation facility. With approximately 2,800 annual discharges and 51,000 inpatient days in 2024, the hospital is one of the busiest freestanding rehabilitation hospitals in the country. In the spring of 2022, Brooks Rehabilitation completed construction of a new 60-bed state-of-the-art hospital on its Bartram Park campus. Innovative technology and clinical expertise will ensure the excellence of service synonymous with Brooks Rehabilitation. In 2024, the Bartram campus reported approximately 1,500 discharges and 21,000 inpatient days. Brooks Rehabilitation Hospital has been a leader in rehabilitation programs and services for 50 years. The hospital focuses on serving the most complex patients, ranking in the 99th percentile nationally for case mix index (patient acuity). It is the only one of its kind in the region, providing the highest quality rehabilitation and medical care for patients that require intensive therapy. By specializing in traumatic brain injury, spinal cord injury, stroke, pediatrics, orthopedics and neurological disorders, the hospital is a destination for the region for treating acute traumatic or acquired illnesses and injuries. Patients receive 24-hour medical care with daily physician oversight and nursing care. They receive a minimum of three hours of therapy, five days a week, including physical, occupational, and speech therapies. Cognitive rehabilitation, neuropsychology, psychology, and recreation therapy are provided as appropriate to meet patient and family needs. Onsite innovative Neuro Recovery Center, aquatic program, and wheelchair clinic with pressure mapping technology ensure the latest evidence-based treatments. Services include treatments for a wide range of injuries, and illnesses: stroke, mild to catastrophic brain injuries, spinal cord injuries, neurological disorders, amputation, chronic pain, and orthopedic conditions. A hospital level of care is available for pediatric, adolescent, and adult patients. We combine highly trained clinicians with the latest technologies to advance rehabilitation through innovation and research-based practice. Our clinical staff is among the highest trained and educated in the profession for rehabilitation, medical care and nursing. This, combined with our state-of-the-art equipment, supports our commitment to providing the best therapy and care to help patients achieve their highest quality of life. Brooks' care teams understand that a severe injury or illness can be life-altering for patients and their families, which is why Brooks strives to provide the most advanced therapy along with compassion, motivation and hope. Comprehensive care teams include physicians specializing in rehabilitation, specially trained nurses, physical therapists, occupational therapists, speech language pathologists, recreational therapists, social workers, dieticians, neuropsychologists, psychologists, case managers and therapy dogs. Services offered at Brooks Hospital include: -Aquatic therapy -Chaplain services -Cognitive rehabilitation -Community re-entry programs -Family education -Neuro Recovery Centers -Nutrition counseling -Occupational therapy -Physical medicine -Physical therapy -Recreation therapy -Rehabilitation nursing -Speech therapy -Music Therapy -Support groups Patients have access to sophisticated therapeutic settings. Every floor of the hospital contains multiple therapy gyms for daily intensive rehabilitation. Brooks also offers access to our Neuro Recovery Center, which is a specialized gym equipped with the most cutting-edge rehabilitation equipment and technology available. Under the guidance of clinicians with expertise in neurology, our patients and community members can continue to improve their neuroplasticity and maximize long-term recovery. Brooks Rehabilitation Hospital is CARF-accredited in stroke, spinal cord injury, brain injury, pain, pediatrics and general medical rehabilitation. This accreditation reflects proven outcomes achieved through evidence-based practice. Brooks Rehabilitation Hospital provides 24-hour nursing services furnished or supervised by registered nurses. Nursing team members include registered nurses, licensed practical nurses and nursing assistants. Brooks Rehabilitation Hospital achieved Magnet designation from the American Nurses Credentialing Center (ANCC) as a reflection of its nursing professionalism, teamwork, and superiority in patient care. Rehabilitation nurses make a difference in their patients' lives. They work with patients of all ages, and their families or caregivers, soon after the onset of a disabling injury or chronic illness. They restore patients' lives so they have freedom and independence once again. As a collaborator, educator, care coordinator, advocate, and change agent, rehabilitation nurses work with other healthcare team members, including physiatrists, occupational therapists, physical therapists, neuropsychiatrists, speech therapists, and others, to create comprehensive care plans based on patient goals and maximum potential. Form 990, Part III, Line 4a The facility serves patients who require intensive rehabilitation, with specialization in stroke, spinal cord injury, brain injury, and pediatrics. The hospital has been continuously accredited by the Joint Commission since 1986, the latest for a three-year period beginning September 2019. The Hospital has also maintained continuous accreditation by the Commission on Accreditation of Rehabilitation Facilities since 1982. The Hospital is designated by the State of Florida as a Spinal Cord Injury Rehabilitation Center and a Brain Injury Rehabilitation Center. The Hospital achieved Magnet Redesignation for nursing in 2021, to become one of four freestanding inpatient rehabilitation facilities in the country with this credential. Brooks Rehabilitation provides stellar rehabilitation services of care to all patients. A patient's ability to pay for services is not an impediment to care. In 2024, the Hospital provided 1,149 inpatient days of charity care and 4,376 visits at its outpatient facilities. The cost of this care was approximately $2.5 million. Additionally, 1,459 days of service were provided to Medicaid patients. Brooks Health Development Brooks Rehabilitation includes a network of outpatient clinics located throughout Jacksonville, North Tampa and Orlando Florida. Brooks' clinicians are highly trained to provide exceptional physical, occupational, and speech therapies. The combination of evidenced-based practice and innovative technology allows Brooks to treat the most complex and unique cases. The clinics include a variety of highly specialized clinics, such as a Motion Analysis Center, Center for Sports Therapy, Pediatric Centers, Neuro Recovery Center, Center for Low Vision, and Balance Center. Experts treat sports injuries, back pain, stroke, spinal cord injuries, Parkinson's, MS, ALS, Autism, Cerebral Palsy, developmental disability, mobility disorders, arthritis, Downs' Syndrome, as well as other conditions. Specialties include neurological, geriatrics, orthopedics, pediatrics, sports therapy, women's health, vestibular problems, low vision and mobile therapy. The Brooks Motion Analysis Center (MAC) is a specialized clinical and research assessment facility focused on gait and movement impairments in people of all ages. Through the use of innovative technology, clinical examination, and biomechanical analysis, the purpose is to advance rehabilitation science and clinical practice leading to improved recovery and performance in individuals with neurologic and orthopedic impairments. This program is one of many offered as community service by Brooks Rehabilitation. Brooks Center for Sports Therapy (CST) provides specialized athletic rehabilitation for athletes ranging from casual to highly competitive. Brooks is the official rehabilitation provider for the University of North Florida's athletic program. Athletes can be treated at the Center for Sports Therapy, or at another of the convenient locations. Brooks also offers educational programs to teach athletes how to reduce their chances of injury. Transportation is provided to patients with disabilities to and from outpatient centers for those who qualify for charity care. This service is funded by Brooks Community Health, and is available five days a week. In 2024, there were 537,553 patient visits at the clinic locations, providing 1,795,315 units of service. Brooks Halifax Rehabilitative Services Brooks Rehabilitation partnered with Halifax Hospital to provide intensive rehabilitation in the Daytona, Florida area. The 40 bed unit is located at the Halifax Hospital and specializes in treating stroke, spinal cord injuries, and brain injuries. Brooks Rehabilitation at Halifax Health, a 40- bed unit, is Daytona's only Level II Trauma Center that also holds a Comprehensive Stroke Center designation. This facility allows patients with acute rehabilitation needs to stay close to home during their recovery. In 2024, this facility discharged 998 patients and provided 13,700 days of patient care. In October 2016, Brooks Rehabilitation partnered with Halifax Health to provide quality outpatient rehabilitation services to the Daytona, Florida area. The partnership consists of five clinics. Brooks provides clinical and management services for these clinics. Brooks Rehabilitation Home Health 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 Services In 2024, Brooks Rehabilitation Home Health had approximately 187,000 home visits, of which 123,000 were Medicare. Brooks Skilled Nursing Brooks Rehabilitation is also a leading provider of skilled nursing services. The focus of Brooks skilled nursing services is to provide comprehensive rehabilitation to improve the long-term quality of life for its patients. Bartram Crossing Skilled Nursing Facility Bartram Crossing is a 100 bed skilled nursing facility that focuses on short stay rehabilitation. The facility features a 4,500 square foot gym, outdoor therapy courtyard, and private rooms. It is designed to provide a homelike environment for the patients during their rehabilitation. A designated treatment team is trained for the unique medical needs of the patients requiring short term rehabilitation (15-30 days). Patients that require long term care are cared for as well with appropriate protocols. The care team includes physical, occupational and speech therapists, nursing staff trained in rehabilitation, a registered dietitian, case managers, and a physician to oversee each individual care plan. The continuum of care goal enables Brooks to provide seamless transitions for patients recovering from acute illness or injury, resulting in the best outcomes at the lowest cost. In 2024, Bartram Crossing had approximately 34,000 patient days and a 94% occupancy. Bartram Lakes Assisted Living Facility Bartram Lakes is an assisted living facility located adjacent to Bartram Crossing. There are 61 apartment units that offer residents autonomy and independence while providing 24/7 care and support. The care and services provided are centered on nurturing the mind, soul, and body of the residents. Nurses and aides assist with activities of daily living, medication management, oxygen, braces and other medical assistance. The lifestyle at Bartram Lakes promotes wellness and participation in life. Meals are provided in the dining room, transportation is provided for shopping and events. Activities are available to keep the residents active and engaged. In 2024, Bartram Lakes had 19,865 resident days. The Green House Residences The Green House Model is an innovative, nationally recognized model in long-term care developed by renowned Harvard-trained geriatrician, Dr. William Thomas. The model creates small homes that recognize the individuality of residents and honors their autonomy, choice, privacy and dignity. The Model has gained widespread recognition in the senior living industry. In 2024, The Greenhouses had 7,383 resident days. Form 990, Part III, Line 4a University Crossing Skilled Nursing Facility In 2016, Brooks Rehabilitation opened a new 111 bed skilled nursing facility on a campus adjacent to the inpatient hospital. Each of its three floors houses a therapy gym, living room, activity space, and dining room. The facility also features walking paths, a healing garden, and an outdoor therapy courtyard, providing a peaceful setting for patients and their families. In 2024, there were approximately 36,000 patient days and an occupancy of 89%. Brooks Rehabilitation Physical Medicine Specialists Physical Medicine Specialists, Inc. (doing business as Brooks Rehabilitation Specialists) is a 501(C) (3) nonprofit physician group. It is composed of specialists in rehabilitation medicine (physiatrists). The staff is amongst the most highly trained in the practice of rehabilitation medicine. This group was established to provide physician care to patients within the Brooks system. Brooks is home to a clinical staff that is amongst the most highly trained in the field of rehabilitation. By linking the best minds in rehabilitation and enabling staff with the latest technology, our clinical experts provide the most effective approach to help our patients, residents, and guests achieve the highest quality of life possible. The physician group offers patient care at Brooks Hospital, outpatient centers and our skilled nursing facilities. In 2024, the Medical Group had approximately 100,000 patient encounters. They also provide medical education to University of Florida residents, the medical community and the Jacksonville community at large. Brooks Rehabilitation Clinical Research Center Brooks Rehabilitation has partnered with various academic institutions to advance the future of rehabilitation and enhance the quality of life. The Brooks Rehabilitation Clinical Research Center (BRCRC) is devoted to conducting innovative research studies that will expand the knowledge and science of recovery for patients. The BRCRC combines the experience and expertise of academic researchers, clinical investigators and practicing clinicians to conduct research that positively impacts patients and their families. Focused on advancing the future of rehabilitation, the BRCRC team is driven by a mission to generate new knowledge and integrate the latest research discoveries into clinical practices to improve patient outcomes and improve their quality of life. Areas of focus include: stroke, traumatic brain injury, spinal cord injury, orthopedics, Parkinson's disease, chronic pain, musculoskeletal conditions and aging. Research at the BRCRC emphasizes the link between research and practice through collaborations between Brooks Rehabilitation System of Care and academic institutions such as the University Of Florida College Of Public Health and the University of North Florida Brooks college of Health. These collaborations join the research expertise of academic researchers with the clinical expertise of highly specialized practicing rehabilitation professionals from a variety of disciplines Brooks Institute of Higher Learning The Brooks Institute provides world-class educational opportunities to the local and regional healthcare community. Mission: Create, preserve, and disseminate knowledge, as well as promote a culture of broad inquiry by providing world-class educational opportunities, cutting-edge scholarly research, and excellence in service in the healthcare environment. With curriculum taught by recognized leaders in the field, Brooks Institute offers broad continuing education courses, clinical student internships, and accredited post-graduate residency and fellowship programs for therapists. Course areas include orthopedics, neurology, women's health, pediatrics, sports, chronic pain and geriatrics. Brooks Health Foundation THE FOUNDATION IS A PUBLICALLY SUPPORTED CHARITY ESTABLISHED TO SUPPORT THE OPERATIONS OF BROOKS REHABILITATION PROGRAMS AND SERVICES. THE FOUNDATION RECEIVES FUNDING PRIMARILY THROUGH INDIVIDUAL DONATIONS AND FUNDRAISING EVENTS. IN 2024, THE FOUNDATION RECEIVED APPROXIMATELY $1.3M IN CONTRIBUTIONS. ADDITIONALLY, BROOKS' EMPLOYEES DONATED $82K TO PROVIDE PATIENTS THE MEDICALLY NECESSARY EQUIPMENT AND MEDICATIONS. FUNDS RASIED BY THE FOUNDATION HELP SUPPORT THE MANY BROOKS COMMUNITY BENEFIT PROGRAMS. BROOKS COMMUNITY BENEFIT PROGRAMS AS THE MOST COMPREHENSIVE REHABILITATION SERVICES PROVIDER, BROOKS RECOGNIZED THE NEED TO PROVIDE SERVICES AND OPPORTUNITIES FOR PATIENTS AFTER DISCHARGE AND BECAME A LEADER IN REINVENTING WAYS TO FURTHER THE CARE OF PEOPLE LIVING WITH DISABILITIES. IN ADDITION TO THE FULL CONTINUUM OF POST-ACCUTE SERVICES, BROOKS REHABILITATION PROVIDES ONGOING COMMUNITY BENEFIT PROGRAMS AND RESOURCES FOR PEOPLE LIVING WITH DISABILITIES TO PROMOTE THEIR SOCIAL, EMOTIONAL AND PHYSICAL WELL BEING LONG TERM. BECAUSE BROOKS REHABILITATION BELIEVES IN GIVING BACK, ALL THE COMMUNITY BENEFIT PROGRAMS ARE OFFERED AT LITTLE OR NO COST TO PARTICIPANTS. THESE COMMUNITY BENEFIT PROGRAMS ARE HIGHLIGHTED BELOW: ADAPTIVE SPORTS AND RECREATION (ADULT AND PEDIATRIC) THE ADAPTIVE SPORTS AND RECREATION COMMUNITY PROGRAMS OFFER MANY DIFFERENT ACTIVITIES FOR ALL AGES, INCLUDING BUT NOT LIMITED TO WHEEL-CHAIR BASKETBALL, QUAD RUGBY, PAINTING, WHEEL-CHAIR TENNIS, YOGA, BOWLING, BOCCE BALL, BILLIARDS, POWER SOCCER, WATER SKIING AND MANY MORE. THOSE LIVING WITH DISABILITES WHO PARTICIPATE IN THE ADAPTIVE SPORT AND RECREATION PROGRAMS, BUILD STRENGTH AND SELF CONFIDENCE, ENJOY COMPETITIVE ACTIVITIES, GAIN BODY AWARENESS AND INDEPENDENCE, LEARN NEW LIFE SKILLS AND MAKE NEW FRIENDS. BRAIN INJURY CLUBHOUSE THE BROOKS BRAIN INJURY CLUBHOUSE OFFERS ACTIVITIES AND TRAINING FOR INDIVIDUALS WHO HAVE EXPERIENCED A BRAIN INJURY. THIS UNIQUELY DESIGNED PROGRAM IS THE ONLY ONE IN THE STATE OF FLORIDA AND ONE OF ONLY 24 WORLDWIDE. THE CLUBHOUSE HELPS INDIVIDUALS REGAIN SOCIAL, PHYSICAL, COGNITIVE AND VOCATIONAL ABILITIES. IN ADDITION TO ACTIVITES SUCH AS FITNESS, DANCE AND ART, PARTICIPANTS ALSO HAVE THE OPPORTUNITY TO MANAGE CLUBHOUSE OPERATIONS, CONNECT IN THE COMMUNITY AND POTENTIALLY RETURN TO THE WORKPLACE. NEURO RECOVERY CENTERS THE BROOKS NEURO RECOVERY CENTERS OFFER THE LATEST TECHNOLOGY AND EQUIPMENT FOR CUSTOMIZED REHABILITATION AND THERAPY. THIS UNIQUE GYM ALLOWS THOSE WITH DISABILITIES TO IMPROVE FUNCTIONAL MOVEMENT AND ABILITIES. ALL PARTICIPANTS RECEIVE AN EVALUATION AND AN INDIVIDUALIZED PROGRAM DESIGNED TO MAXIMIZE THEIR POTENTIAL FOR NEUROPLASTICITY RECOVERY AND WELLNESS. APHASIA CENTER SEEING A GROWING NEED, BROOKS OPENED THE AREA'S FIRST APHASIA CENTER IN 2015 BASED ON RECOMMENDATIONS FROM THERAPY STAFF. THE BROOKS APHASIA CENTER PROVIDES THERAPY AND SUPPORT FOR THOSE LIVING WITH APHASIA DUE TO STROKE, TRAUMATIC BRAIN INJURY, BRAIN TUMORS AND OTHER NEUROLOGICAL DISORDERS. THE CENTER OFFERS TWO SPECIFIC PROGRAMS. FIRST THE COMMUNITY APHASIA PROGRAM ENCOURAGES MULTI-MODAILTY COMMUNICATION TECHNIQUES AND BUILDS CONFIDENCE IN COMMUNICATING. THE SECOND PROGRAM IS A SIX WEEK INTENSIVE AND IMMERSIVE REHABILITATION APPROACH. IN ADDTION, RESEARCH INNIATIVES FOCUS ON UNDERSTANDING BEST PRACTICE CARE AND SUPPORT THROUGH THE COLLECTION OF DATA. SCHOOL RE-ENTRY PROGRAM WHEN ASKED WHAT THEY WANT, CHILDREN WITH DISABLING INJURIES OR ILLNESS SAY THAT THEY WANT TO RETURN TO SCHOOL TO BE WITH THEIR FRIENDS. BROOKS REHABILITATION IS THE SOLE PROVIDER OF SCHOOL RE-ENTRY SERVICES IN NORTHEAST FLORIDA AND THE STATE DESIGNATED TREATMENT FACILITY FOR BRAIN AND SPINAL CORD INJURIES FOR CHILDREN. THE PROGRAM INCLUDES EDUCATION FOR CLASSMATES, SCHOOL PROFESSIONALS AND FAMILIES TO HELP THEM UNDERSTAND THE CHALLENGES AND NEEDS OF A STUDENT TRANSITIONING BACK INTO SCHOOL AND THEIR COMMUNITIES. HELEN'S HOUSE BROOKS' 40 UNIT HOSPITALITY HOUSE OFFERS TEMPORARY, VERY LOW-COST LODGING FOR BROOKS' PATIENTS AND THEIR CAREGIVERS WHILE THEY ARE RECEIVING TREATMENT. THE MAJORITY OF RESIDENTS COME FROM OUTSIDE THE AREA AND HAVE SUFFERED A TRAUMATIC INJURY OR ILLNESS. HELENS HOUSE PROVIDES ACCOMMODATIONS, SUPPORT AND AN UNDERSTANDING COMMUNITY FOR THOSE STRIVING TO REGAIN ABILITIES AND THEIR FAMILIES. Form 990, Part III, Line 4a For more information about the programs and the successful outcomes, visit Brooksrehab. org. Brooks Rehabilitation Partnership Support Brooks Rehabilitation supports numerous non-profits whose work and missions are strategically tied to Brooks' mission. Some of the organizations that benefitted from Brooks' support in 2024 include: ALS Florida Chapter American Diabetes Association American Heart Association American Red Cross Ascension St. Vincent's Baptist Health Cathedral Arts Project Dreams Come True Duval County Medical Society Funk Zitiello Foundation Gate River Run Halifax Health Foundation Jacksonville Sports Medicine Jacksonville University Jacksonville Women's Leadership Jax USA Partnership Kids Chance of Florida Leadership Jacksonville Nemours Foundation Players Championship Tony Meduri TBI Fund UF Health - Jacksonville UNF Foundation United Way of Northeast Florida Volunteers in Medicine We Care Form 990, Part VI, 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, Line 11b Review of form 990 by governing body Form 990 is placed on a shared file system for access by all Board members. Board members may request printed copies. Form 990 is reviewed in detail by the Audit Committee. A summary is presented to the Board. Form 990, Part VI, Line 12c Conflict of interest policy 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, Line 15a Process to establish compensation of top management official Genesis Health, Inc. engages an outside consultant for all officer, executive, and top management compensation decisions. The Compensation Committee of the Board of Directors approves all decisions regarding executive compensation. Comparability data utilized includes industry as well as geographical parameters. Form 990, Part VI, Line 15b Process to establish compensation of other employees Genesis Health, Inc. engages an outside consultant for all officer, executive, and top management compensation decisions. The Compensation Committee of the Board of Directors approves all decisions regarding executive compensation. Comparability data utilized includes industry as well as geographical parameters. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Other Change In Net Assets - 819226; Total - 819226; Form 990, Part XII, Line 2c Change of oversight process or selection process This process has not changed from the prior year. SAMUEL WELLS MOB LLC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 454274287 REAL ESTATE HOLDING FL 97602 5439516 Genesis Health Inc BROOKS AMERICARE MANAGEMENT SERVICES LLC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 477264827 MANAGEMENT SERVICES FL 0 0 Genesis Health Inc GENESIS REHABILITATION HOSPITAL INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 593284221 HEALTHCARE / REHAB CARE FL 501(c)(3) 3 GENESIS HEALTH INC true PHYSICAL MEDICINE SPECIALISTS INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 593530305 HEALTHCARE / PHYSICIANS FL 501(c)(3) Type I GENESIS REHABILITATION HOSPITAL INC true BROOKS HOME CARE ADVANTAGE INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 262216181 HEALTHCARE / HOME THERAPY FL 501(c)(3) 10 GENESIS HEALTH INC true GENESIS HEALTH DEVELOPMENT INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 592249372 HEALTHCARE / REHAB THERAPY FL 501(c)(3) 10 GENESIS HEALTH INC true BROOKS SKILLED NURSING INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 264561148 HEALTHCARE / SKILLED NURSING FL 501(c)(3) 10 GENESIS HEALTH INC true BROOKS SKILLED NURSING FACILITY A INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 272153586 HEALTHCARE / SKILLED NURSING FL 501(c)(3) 3 BROOKS SKILLED NURSING INC true THE GENESIS HEALTH FOUNDATION INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 592249340 SUPPORT / FUNDRAISING FL 501(c)(3) 7 GENESIS HEALTH INC true BROOKS SKILLED NURSING FACILITY HOLDINGS A INC 1301 RIVERPLACE BLVD 1500 JACKSONVILLE FL 32207 272187557 REAL ESTATE HOLDING FL 501(c)(3) Type I BROOKS SKILLED NURSING INC true BROOKS SKILLED NURSING FACILITY HOLDINGS B INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 452623488 REAL ESTATE HOLDING FL 501(c)(3) Type I BROOKS SKILLED NURSING INC true BROOKS REHABILITATION CLINICAL RESEARCH CENTER INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 452094888 RESEARCH FL 501(c)(3) 4 GENESIS HEALTH INC true HB Outpatient Rehabilitative Services Inc 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 813748483 HEALTHCARE / REHAB THERAPY FL 501(c)(3) Type I Genesis Health Developement Inc true HB Deltona Rehabilitative Services 303 N Clyde Morris Blvd Daytona Beach FL 32114 862309610 Outpatient Rehabilitation FL NA N/A false false GH HOLDINGS INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 593007328 HOLDING COMPANY FL Genesis Health Inc C Corporation 0 0 1 true GH MANAGEMENT INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 592387438 HOLDING COMPANY FL GH HOLDINGS INC C Corporation 0 0 1 true GENESIS MANAGEMENT SERVICES INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 592183211 MANAGEMENT SERVICES FL GH HOLDINGS INC C Corporation 0 0 1 true GH MEDICAL SERVICES INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 592742895 MEDICAL SERVICES FL GH HOLDINGS INC C Corporation 0 0 1 true GH PARTNERSHIP HOLDINGS PPA INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE FL 32216 593075438 INVESTMENT HOLDINGS FL GH HOLDINGS INC C Corporation 0 0 1 true true true true true true false false false false true false true true true true true true true true GENESIS HEALTH DEVELOPMENT L 4614940 INTERCO. ALLOCATION GENESIS REHABILITATION HOSPITAL INC L 15542341 INTERCO. ALLOCATION PHYSICAL MEDICINE SPECIALISTS L 1314026 INTERCO. ALLOCATION BROOKS HOME CARE ADVANTAGE L 3823925 INTERCO. ALLOCATION BROOKS SKILLED NURSING FACILITY A L 4341636 INTERCO. ALLOCATION Schedule R, Part IV ALL CORPORATIONS LISTED ON SCHEDULE R, PART IV ARE CONSOLIDATED FOR FEDERAL INCOME TAX PURPOSES. GH HOLDINGS, INC. ACTS AS THE CORPORATE PARENT FOR THE GROUP, AND ALL APPLICABLE INCOME AND DEDUCTION ITEMS ARE ELIMINATED IN CONSOLIDATION. AMOUNTS PRESENTED ON PART IV ARE SHOWN PRE-CONSOLIDATION.