2025-11-17T10:29:55-06:00 2024-12-31 990 2024-10-01 593528774 HEALTH FIRST INC HEAL 3214345150 3300 FISKE BLVD ROCKLEDGE FL 329554306 KRISTEN M PULIO EXECUTIVE VP CFO 3214345150 2025-11-17 1 2024 2025-03-06 01:10:19Z TERRY L FORDE 3300 FISKE BLVD ROCKLEDGE FL 329554306 0 0 X HTTPS://HF.ORG/ X 1998 FL WE EXIST TO IMPROVE THE HEALTH AND WELLNESS OF THE COMMUNITIES WE SERVE. 10 8 0 8 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 X WE EXIST TO IMPROVE THE HEALTH AND WELLNESS OF THE COMMUNITIES WE SERVE. 0 0 THE PRIMARY EXEMPT PURPOSE OF HEALTH FIRST, INC. (HFI) IS TO PROVIDE GOVERNANCE AND SUPPORT TO HEALTH FIRST SHARED SERVICES, INC. (HFSS), HOLMES REGIONAL MEDICAL CENTER, INC. (HRMC), PALM BAY HOSPITAL (PBH), CAPE CANAVERAL HOSPITAL, INC. (CCH), VIERA HOSPITAL (VH), AND HOSPICE OF HEALTH FIRST, INC. (HHF) TO MAKE AVAILABLE THE INFRASTRUCTURE TO PROVIDE PATIENT CARE. THE SERVICES PROVIDED BY HFI THROUGH THE GOVERNANCE OF HFSS INCLUDE BUT ARE NOT LIMITED TO: STRATEGIC PLANNING, MANAGEMENT AND ADMINISTRATIVE SUPPORT SERVICES, AND INTEGRAL SERVICES IN IT, FINANCE.MORE SPECIFICALLY, HFI/HFSS ASSISTS ITS AFFILIATED ORGANIZATIONS WITH:1. COORDINATION OF PATIENT CARE SERVICES ACROSS ALL ITS HOSPITAL PROVIDER LOCATIONS TO REDUCE DUPLICATION OF RESOURCES AND INCREASE THE COST-EFFICIENCY OF PATIENT CARE OFFERED AT ANY HEALTH FIRST ENTITY;2. PROVISION OF ENHANCED CLINICAL, MARKETING, PLANNING, FINANCIAL AND ORGANIZATIONAL SERVICES AND EXPERTISE, AND;3. SERVICE AREA COMMUNITY HEALTH PLANNING TO ENSURE THAT COLLECTIVELY ALL HEALTH FIRST ENTITIES PROVIDE THE HEALTHCARE SERVICES REQUIRED TO MEET THE NEEDS OF RESIDENTS WHO LIVE IN CENTRAL AND SOUTH BREVARD COUNTY. 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 1 0 0 0 1 0 0 0 0 1 CJ 0 0 0 0 0 0 0 0 0 0 X 10 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X KIMBERLY MYERS 3214345150 3300 FISKE BLVD ROCKLEDGE FL 329554306 X TERRY L FORDE PRESIDENT/CEO BEG 8/2024 1.00 39.00 X X 0 1073540 7976 NICHOLAS W ROMANELLO ESQ ASSISTANT SECRETARY 1.00 39.00 X X 0 1010140 31967 TAYLOR K SMITH SECRETARY 10/2024 FORME CHAIR /INTERIM CEO END 8/2 1.00 6.00 X X 0 678744 0 JAMES C SHAW VICE CHAIR 1.00 5.00 X X 0 23575 0 DR THEODORE R RICHARDSON III TRUSTEE BEG 10/2023 1.00 1.00 X 0 19625 0 KIM K PATRICK TRUSTEE 1.00 8.00 X 0 18500 0 ROBERT K HENRY TRUSTEE 1.00 5.00 X 0 17914 0 LARRY S BISHOP MD TRUSTEE 1.00 5.00 X 0 16547 0 JOSEPH GURRI MD TRUSTEE 1.00 5.00 X 0 9932 0 DANA S KILBORNE TREASURER 1.00 5.00 X X 0 4500 0 SCOTT T MIKUEN CHAIR 10/2024 / FORMER SECRETARY 1.00 5.00 X X 0 0 0 KRISTEN M PULIO EXECUTIVE VP CFO BEG 9/2023 1.00 39.00 X 0 213908 1251 STEVEN P JOHNSON FORMER PRESIDENT/CEO END 2/2023 0.00 X 0 278939 3102 MARTIN W ISENMAN MD FORMER TRUSTEE 0.00 X 0 20512 0 PAMELA A GATTO FORMER TRUSTEE 0.00 X 0 14369 0 BRETT A ESROCK FORMER EXEC VP CFO/COO END 7/2024 0.00 X 0 1236188 31208 MICHAEL A SCIALDONE FORMER EVP/CFO HFI 0.00 X 0 461162 11967 DREW A RECTOR FORMER EXEC VP CSO 0.00 X 0 322036 0 0 5420131 87471 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 0 X X 0 1 X 1 0 X X 5 HOLMES REGIONAL MEDICAL CENTER INC 590624371 3 1 0 0 HOSPICE OF HEALTH FIRST INC 591911574 10 1 0 0 CAPE CANAVERAL HOSPITAL INC 592477479 3 1 0 0 VIERA HOSPITAL INC 264019868 3 1 0 0 HEALTH FIRST SHARED SERVICES INC 593336894 10 1 0 0 5 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 X PART X, LINE 2: FASB ASC 740 FOOTNOTE: HEALTH FIRST, INC., IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(A), AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), OF THE INTERNAL REVENUE CODE AND SECTION 220.13 OF THE FLORIDA STATUTES, RESPECTIVELY. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS MADE IN THE FINANCIAL STATEMENTS. ASC TOPIC 740, INCOME TAXES, PRESCRIBES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS RECOGNIZED IN FINANCIAL STATEMENTS. ASC TOPIC 740 PROVIDES GUIDANCE FOR RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. 1 1 0 0 0 0 0 0 0 BRETT A ESROCK FORMER EXEC VP CFO/COO END 7/2024 0 832781 0 0 0 403407 0 9200 0 22008 0 1267396 0 0 TERRY L FORDE PRESIDENT/CEO BEG 8/2024 0 1073110 0 0 0 430 0 732 0 7244 0 1081516 0 0 NICHOLAS W ROMANELLO ESQ ASSISTANT SECRETARY 0 624475 0 228219 0 157446 0 9200 0 22767 0 1042107 0 0 TAYLOR K SMITH SECRETARY 10/2024 FORME CHAIR /INTER 0 0 0 0 0 678744 0 0 0 0 0 678744 0 0 MICHAEL A SCIALDONE FORMER EVP/CFO HFI 0 0 0 0 0 461162 0 0 0 11967 0 473129 0 0 DREW A RECTOR FORMER EXEC VP CSO 0 1615 0 0 0 320421 0 0 0 0 0 322036 0 0 STEVEN P JOHNSON FORMER PRESIDENT/CEO END 2/2023 0 9008 0 0 0 269931 0 0 0 3102 0 282041 0 0 KRISTEN M PULIO EXECUTIVE VP CFO BEG 9/2023 0 213722 0 0 0 186 0 854 0 397 0 215159 0 0 MARTIN W ISENMAN MD FORMER TRUSTEE 0 0 0 0 0 20512 0 0 0 0 0 20512 0 0 PAMELA A GATTO FORMER TRUSTEE 0 0 0 0 0 14369 0 0 0 0 0 14369 0 0 PART I, LINE 3 COMPENSATION IS PAID BY HEALTH FIRST SHARED SERVICES, INC. EIN: 59-3336894. THE FILING ORGANIZATION RELIED ON HEALTH FIRST SHARED SERVICES, INC. FOR ESTABLISHING THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. SEE CORE 990, PART VI, SECTION B, LINE 15 ON SCHEDULE O FOR FURTHER INFORMATION REGARDING THE PROCESS UTILIZED. PART I, LINES 4A-B PART I, LINE 4A: THE FOLLOWING SEVERANCE PAYMENTS ARE INCLUDED IN TAXABLE COMPENSATION REPORTED ON 2024 W-2: STEVEN P. JOHNSON $269,931 DREW A. RECTOR $320,421 MICHAEL A. SCIALDONE $466,095 BRETT A. ESROCK $397,041 PART I, 4B: THE FOLLOWING INDIVIDUAL PARTICIPATES IN CAP-EX (A SPLIT DOLLAR LIFE INSURANCE AGREEMENT IN PLACE OF A TRADITIONAL SERP) AND HAS ESTABLISHED A PREMIUM DEPOSIT ACCOUNT. THE ACCOUNT IS CONNECTED TO THE INSURANCE POLICY AND WILL BE USED TO PAY FUTURE PREMIUMS ON THE POLICY. THE INDIVIDUAL IS TAXED ON ANY EARNINGS GENERATED BY THIS ACCOUNT. DURING THE TAX YEAR, THE FOLLOWING INDIVIDUAL RECEIVED A TAX WITHDRAWAL AMOUNT TO COVER THEIR TAX LIABILITY. SEE HEALTH FIRST SHARED SERVICES, INC. (EIN: 59-3336894) FORM 990, AND RELATED SCHEDULES FOR FUTHER DETAILS ON THE PROGRAM. STEVEN P. JOHNSON $0 BRETT A. ESROCK $4,589 MICHAEL A. SCIALDONE $0 FORM 990, SECTION A, TAX YEAR: THE ACCOUNTING PERIOD FOR CALENDAR YEAR 2024 IS A SHORT-TERM CALENDAR YEAR FILING. THE ACCOUNTING PERIOD CHANGED FROM FISCAL YEAR (OCTOBER 1ST - SEPTEMBER 30TH) TO CALENDAR YEAR (JANUARY - DECEMBER). FOR CALENDAR YEAR 2024 FILING THE PERIOD IS COVERING OCTOBER 1, 2024 - DECEMBER 31, 2024. THIS CHANGE WAS NECESSARY TO SIMPLY OPERATIONS AND ENHANCE COMPARIBILITY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY HEALTH FIRST'S TAX DEPARTMENT AND THEN REVIEWED THE SYSTEM CONTROLLER. AFTER REVIEW AND APPROVAL BY THE EXECUTIVE VP CFO, THE FORM 990 IS SENT TO EACH MEMBER OF THE BOARD OF TRUSTEES ELECTRONICALLY FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL ASSOCIATES, INCLUDING MANAGEMENT, UPON NEW HIRE ORIENTATION AND THEREAFTER AS PART OF THE ANNUAL ELEARNING REQUIRED FOR ALL ASSOCIATES. ALL INDIVIDUALS MUST REVIEW AND ELECTRONICALLY ATTEST THAT THEY HAVE AGREED TO THE TERMS NOTED IN THE POLICY ON AN ANNUAL BASIS. IN ADDITION, SENIOR LEADERSHIP AND BOARD OF TRUSTEES MEMBERS ON AN ANNUAL BASIS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE PREPARED AND MONITORED BY THE CHIEF COMPLIANCE OFFICER. THE QUESTIONNAIRE REQUIRES AN ATTESTATION STATING THAT THE INDIVIDUAL IS FREE OF CONFLICTS SHOULD THEY NOT REPORT ANYTHING OF CONCERN. THESE FORMS ARE TRACKED AND KEPT ON FILE. SHOULD A CONFLICT ARISE, THE CHIEF COMPLIANCE OFFICER INVESTIGATES THE ISSUE AND DETERMINES A COURSE OF ACTION TO ENSURE ENFORCEMENT OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION PROCESS IS DETERMINED BY HEALTH FIRST SHARED SERVICES, INC. (HFSS). HFSS PROCESS IS AS FOLLOWS: THE SALARIES OF THE CHIEF EXECUTIVE OFFICER AND OTHER HFSS EXECUTIVES ARE REVIEWED AND RECOMMENDED ANNUALLY TO THE BOARD OF TRUSTEES AND APPROVED IN EXECUTIVE SESSION BY THE FULL BOARD OF HFSS. HFSS CONTRACTS ANNUALLY, WITH A HIGHLY RESPECTED NATIONAL CONSULTING FIRM, TO PROVIDE THESE RECOMMENDATIONS TO ENSURE THAT OUR EXECUTIVES ARE COMPENSATED FAIRLY AND COMPETITIVELY WHEN COMPARED WITH SIMILAR ROLES IN OTHER HEALTHCARE ORGANIZATIONS NATIONALLY. THE COMPENSATION COMMITTEE IS INDEPENDENT FOR INTERNAL REVENUE CODE SECTION 4958 FOR THE INDIVIDUALS WHOSE SALARY IS REVIEWED. MINUTES ARE KEPT FOR ALL BOARD OF TRUSTEES AND COMPENSATION COMMITTEE MEETINGS. THE PROCESS IS DOCUMENTED CONTEMPORANEOUSLY IN THE BOARD AND COMMITTEE MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 QUARTERLY AND ANNUALLY CONSOLIDATED FINANCIALS AND CONSOLIDATED STATISTICAL INFORMATION ARE FILED ELECTRONICALLY ON WWW.DACBOND.COM AND ARE AVAILABLE TO THE PUBLIC. IN ADDITION, ANY REQUESTS MADE TO THE CHIEF FINANCIAL OFFICER FOR THE ABOVE REFERENCED ITEMS ARE PROVIDED UPON REQUEST IN A TIMELY MANNER. A COPY OF THE GOVERNING DOCUMENTS AND THE CONFLICTS OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST TO THE CHIEF COMPLIANCE OFFICER. DOCUMENTS ARE AVAILABLE FOR THE SAME PERIOD OF DISCLOSURE AS PROVIDED IN SECTION 6104(D). PART VII, SECTION A: TAYLOR K. SMITH: SECRETARY / FORMER CHAIR 10/2024, INTERIM CEO END 8/2024 PART XII, LINE 2C: THE AUDIT COMMITTEE OF HEALTH FIRST REVIEWS AND APPROVES THE ANNUAL AUDIT AND COMPLIANCE AUDIT PLANS THEN MAKES ITS REPORTS TO THE HEALTH FIRST BOARD OF TRUSTEES. THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT AUDITORS. THERE WAS NO CHANGE FROM PRIOR YEAR. CAPE CANAVERAL HOSPITAL INC 3300 FISKE BLVD ROCKLEDGE FL 329554305 592477479 HOSPITAL FL 501(C)(3) LINE 3 HEALTH FIRST SHARED SERVICES INC 1 HEALTH FIRST FOUNDATION INC 3300 FISKE BLVD ROCKLEDGE FL 329554305 843851693 FUNDRAISING FL 501(C)(3) LINE 7 HEALTH FIRST SHARED SERVICES INC 1 HEALTH FIRST SHARED SERVICES INC 3300 FISKE BLVD ROCKLEDGE FL 329554305 593336894 SHARED SERVICES FL 501(C)(3) LINE 10 HEALTH FIRST INC 1 HOLMES REGIONAL MEDICAL CENTER INC 3300 FISKE BLVD ROCKLEDGE FL 329554305 590624371 HOSPITAL FL 501(C)(3) LINE 3 HEALTH FIRST SHARED SERVICES INC 1 HOSPICE OF HEALTH FIRST INC 3300 FISKE BLVD ROCKLEDGE FL 329554305 591911574 HEALTHCARE FL 501(C)(3) LINE 10 HEALTH FIRST SHARED SERVICES INC 1 VIERA HOSPITAL INC 3300 FISKE BLVD ROCKLEDGE FL 329554305 264019868 HOSPITAL FL 501(C)(3) LINE 3 HEALTH FIRST SHARED SERVICES INC 1 HEALTH FIRST ADMINISTRATIVE PLANS INC 3300 FISKE BLVD ROCKLEDGE FL 329554305 821851221 HEALTHCARE FL 501(C)(4) HEALTH FIRST SHARED SERVICES INC 1 HEALTH FIRST COMMERCIAL PLANS INC 3300 FISKE BLVD ROCKLEDGE FL 329554305 821866443 HEALTHCARE FL 501(C)(4) HEALTH FIRST SHARED SERVICES INC 1 HEALTH FIRST HEALTH PLANS INC 3300 FISKE BLVD ROCKLEDGE FL 329554305 472736029 HEALTHCARE FL 501(C)(4) HEALTH FIRST SHARED SERVICES INC 1 DOCTORS GI PARTNERSHIP LTD 3300 FISKE BLVD ROCKLEDGE FL 32955 593758988 HEALTHCARE FL N/A RELATED 0 0 CAPE HEALTH PROPERTIES INC 3300 FISKE BLVD ROCKLEDGE FL 32955 593086711 REAL ESTATE FL N/A C 1 DOCTOR'S SURGICAL PARTNERSHIP LLC 3300 FISKE BLVD ROCKLEDGE FL 32955 593348252 HEALTH CARE FL N/A C 1 HEALTH FIRST HOLDING CORP 3300 FISKE BLVD ROCKLEDGE FL 32955 593509709 HOLDING CORP. FL N/A C 1 HEALTH FIRST MEDICAL MANAGEMENT INC 3300 FISKE BLVD ROCKLEDGE FL 32955 593348252 HEALTH CARE FL N/A C 1 HEALTH FIRST PHYSICIAN SPECIALTIES 3300 FISKE BLVD ROCKLEDGE FL 32955 263094596 HEALTH CARE FL N/A C 1 HEALTH FIRST PHYSICIANS INC 3300 FISKE BLVD ROCKLEDGE FL 32955 593346397 HEALTH CARE FL N/A C 1 HOLMES REGIONAL ENTERPRISES INC 3300 FISKE BLVD ROCKLEDGE FL 32955 592109953 REAL ESTATE FL N/A C 1 PHYSICIANS GI PARTNERSHIP INC 3300 FISKE BLVD ROCKLEDGE FL 32955 593756961 HEALTH CARE FL N/A C 1 SPACE COAST INDEMNITY PO BOX 1051 GRAND CAYMAN CJ KY1-1102 981612801 SELF-INSURANCE CJ N/A C 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0