2025-05-07T01:09:25-05:00 2024-06-30 593204548 JAMES MOORE & CO PL 5931 NW 1ST PLACE GAINESVILLE FL 326072063 990 2023-07-01 461185106 GATORCARE HEALTH MANAGEMENT CORPORATION GATO 3527339200 3300 SW WILLISTON RD GAINESVILLE FL 326083926 DR BILL MCCARTY PRESIDENT 3527339200 2025-05-05 1 1 KATIE DAVIS P01072114 3523781331 2025-05-01 2023 2025-03-06 01:10:19Z DR BILL MCCARTY 3300 SW WILLISTON RD GAINESVILLE FL 326083926 3961823 0 X WWW.GATORCARE.ORG X 2012 FL TO COORDINATE AND FACILITATE THE MANAGEMENT OF THE SELF-INSURED HEALTH INSURANCE PLAN OF THE UNIVERSITY OF FLORIDA AND ITS PARTICIPATING AFFILIATED EMPLOYERS. 8 0 10 0 0 0 0 0 1959304 2030743 537082 1931080 0 0 2496386 3961823 0 0 0 0 1143617 924463 0 0 0 803773 1023337 1947390 1947800 548996 2014023 4178624 5333130 1427553 568036 2751071 4765094 X NONE 0 0 2030743 THE ORGANIZATION MANAGED THE SELF-INSURED HEALTH INSURANCE PLAN (THE "PLAN") OF THE UNIVERSITY OF FLORIDA AND ITS AFFILIATES IDENTIFIED BELOW IN SUCH AREAS AS CONTRACTING WITH THE THIRD PARTY ADMINISTRATOR AND NETWORK PROVIDERS, COLLECTION AND PAYMENT OF EMPLOYER AND EMPLOYEE PREMIUMS, FISCAL ACCOUNTING, CLAIMS AND QUALITY ANALYSIS, AND OTHER MATTERS TO SUPPORT THE ORDERLY ADMINISTRATION AND MANAGEMENT OF THE PLAN. DURING THE YEAR, THE ORGANIZATION MANAGED THE PLAN FOR THE FOLLOWING MEMBERS OF THE CONTROLLED GROUP UNDER IRC SECTION 414: THE UNIVERSITY OF FLORIDA, SHANDS TEACHING HOSPITAL AND CLINICS, SHANDS JACKSONVILLE HEALTHCARE, THE UNIVERSITY OF FLORIDA JACKSONVILLE HEALTHCARE/THE UNIVERSITY OF FLORIDA JACKSONVILLE PHYSICIANS, THE UNIVERSITY OF FLORIDA FOUNDATION, UNIVERSITY OF FLORIDA INVESTMENT CORPORATION, AND THE UNIVERSITY OF FLORIDA PROTON THERAPY INSTITUTE. 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 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 X 0 0 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 1 0 0 1 1 0 X NICK MILLER 3522657253 3300 SW WILLISTON RD SUITE C2 GAINESVILLE FL 32608 DAVID NELSON CHAIR 1.00 49.00 X X 0 1233849 55454 SCOTT ANGLE DIRECTOR START 11/2023 1.00 49.00 X 0 489985 57032 JOSEPH GLOVER DIRECTOR 1.00 49.00 X 0 532241 53185 ROBERT THORNTON TREASURER 1.00 49.00 X X 0 631568 65191 EDWARD DAECH DIRECTOR START 12/2023 1.00 49.00 X 0 590379 78683 MELISSA CURRY DIRECTOR 49.00 1.00 X 0 233550 44281 BILL MCCARTY MD PRESIDENT 49.00 1.00 X X 419946 0 48241 THOMAS WILLIAM YOUNG SECRETARY 1.00 49.00 X X 0 433991 48431 SHANNON CROWLEY DIRECTOR OF GATORCARE 49.00 1.00 X 152752 0 20201 CHARLES LANE FORMER CHAIR 0.00 50.00 X 0 371222 11129 MICHAEL FORD FORMER SECRETARY 0.00 50.00 X 0 178681 37316 572698 4695466 519144 9 1 1 0 0 MANAGEMENT FEE (PREMIUM REVENUE) 900099 1720743 1720743 INSURANCE REBATES 900099 310000 310000 2030743 1931080 1931080 3961823 2030743 0 1931080 641140 641140 149089 149089 67264 67264 66970 66970 341554 341554 52440 52440 134794 134794 171882 171882 8421 8421 INSURANCE SERVICE EXPEN 310000 310000 NON-CASH PRIZES & AWARD 4246 4246 1947800 0 1947800 0 419502 49167 4295 2744 1837 1551 4084073 4852396 92714 10514 4178624 5333130 1427553 568036 1427553 568036 X 0 0 1837 1551 2749234 4763543 2751071 4765094 4178624 5333130 2014023 0 X 0 1 X 1 0 X X 1 UNIVERSITY OF FLORIDA 596002052 2 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 36145913 269950084 260939455 45156542 0 4295 2744 1551 1551 STATE OF FLA - SPIA 4852396 F 4852396 X 3651823 0 3651823 310000 310000 3961823 1637800 0 1637800 310000 310000 1947800 PART IV, LINE 1B: GATORCARE RECOGNIZES REVENUES AND EXPENSES AND CHANGES IN NET POSITION ON FORM 990, SOLELY FOR AMOUNTS RECEIVED FROM PARTICIPATING EMPLOYERS THAT RELATE TO THE ADMINISTRATIVE FUNCTIONS OF GATORCARE. ALL OTHER AMOUNTS RECEIVED FROM PARTICIPATING EMPLOYERS (RECOGNIZED AS CONTRIBUTIONS FROM PARTICIPATING EMPLOYERS IN THE STATEMENT OF CHANGES IN FIDUCIARY NET POSITION IN THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS) ARE CONSIDERED FUNDS HELD ON BEHALF OF THE PARTICIPATING EMPLOYERS TO BE USED TO PAY HEALTH AND PHARMACY CLAIMS, CERTAIN THIRD-PARTY ADMINISTRATIVE EXPENSES, AND OTHER WORKING CAPITAL NEEDS. AS SUCH, THESE AMOUNTS ARE NOT RECOGNIZED AS REVENUES AND EXPENSES ON THE ORGANIZATION'S 990 RETURN, BUT ARE RECORDED AS CUSTODIAL FUNDS, WITH THE ASSETS AND LIABILITIES ASSOCIATED THEREWITH BEING REFLECTED HERE ON SCHEDULE D, PART IV. PART X, LINE 2: ON MARCH 13, 2015, GATORCARE RECEIVED APPROVAL OF TAX EXEMPT STATUS FROM THE INTERNAL REVENUE SERVICE MAKING THE ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. GATORCARE FILES INFORMATIONAL TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GATORCARE'S INCOME TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES AND MAY CHANGE UPON EXAMINATION. GATORCARE HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF GATORCARE. PART XI, LINE 4B - OTHER ADJUSTMENTS: INSURANCE REBATES 310,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: INSURANCE SERVICE EXPENSES 310,000. X X 0 0 0 0 0 0 0 0 0 DAVID NELSON CHAIR 0 1229037 0 0 0 4812 0 32769 0 22685 0 1289303 0 0 ROBERT THORNTON TREASURER 0 502333 0 79000 0 50235 0 53100 0 12091 0 696759 0 0 EDWARD DAECH DIRECTOR START 12/2023 0 405900 0 131300 0 53179 0 68281 0 10402 0 669062 0 0 JOSEPH GLOVER DIRECTOR 0 523241 0 0 0 9000 0 43302 0 9883 0 585426 0 0 SCOTT ANGLE DIRECTOR START 11/2023 0 463985 0 26000 0 0 0 35173 0 21859 0 547017 0 0 THOMAS WILLIAM YOUNG SECRETARY 0 335290 0 95800 0 2901 0 29109 0 19322 0 482422 0 0 BILL MCCARTY MD PRESIDENT 343819 0 68291 0 7836 0 36287 0 11954 0 468187 0 0 0 CHARLES LANE FORMER CHAIR 0 184946 0 0 0 186276 0 1988 0 9141 0 382351 0 0 MELISSA CURRY DIRECTOR 0 228145 0 2511 0 2894 0 22466 0 21815 0 277831 0 0 MICHAEL FORD FORMER SECRETARY 0 177317 0 0 0 1364 0 17256 0 20060 0 215997 0 0 SHANNON CROWLEY DIRECTOR OF GATORCARE 138610 0 13734 0 408 0 8935 0 11266 0 172953 0 0 0 PART I, LINE 3 THE ORGANIZATION'S EMPLOYEES ARE NOT DIRECTLY PAID BY THE FILING ORGANIZATION AND IT DOES NOT PROVIDE ANY OFFICER, DIRECTOR, OR OTHER REPRESENTATIVE WITH ANY COMPENSATION DIRECTLY, BUT REIMBURSES THE COMMON PAYMASTER FOR SALARY EXPENSES. COMPENSATION FOR EMPLOYEES IS REMITTED TO THE UNIVERSITY OF FLORIDA (UF) ON BEHALF OF THE FILING ORGANIZATION. THE ORGANIZATION RELIED ON UF, A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S OFFICERS. THE PROCESS TO HIRE THE ORGANIZATION'S CEO INCLUDES A WRITTEN EMPLOYMENT CONTRACT AND APPROVAL BY THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART V, LINE 2A, NUMBER OF EMPLOYEES REPORTED ON FORM W-3: THE NUMBER OF EMPLOYEES REPORTED ON PART V, LINE 2A REPRESENTS THE NUMBER OF EMPLOYEES OF THE FILING ORGANIZATION DURING THE TAX YEAR 2023, WHICH WERE REPORTED ON FORM W-3 BY UF (AND/OR SHANDS), WHICH ARE RELATED ENTITIES. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE WILL HAVE AND MAY EXERCISE ALL POWERS AND AUTHORITY OF THE BOARD WHEN THE BOARD IS NOT IN SESSION AND MAY ACT IN LIEU OF ANY COMMITTEE; PROVIDED HOWEVER, THE EXECUTIVE COMMITTEE WILL HAVE NO AUTHORITY TO ALTER, AMEND, OR REPEAL THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION OR TO APPOINT DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT OF THE UNIVERSITY OF FLORIDA APPOINTS ALL THE DIRECTORS OF THE CORPORATION. THE APPOINTED DIRECTORS SHALL INCLUDE A DESIGNEE OF THE UF BOARD OF TRUSTEES AND A DESIGNEE OF THE UF PRESIDENT. THE SAME PERSON MAY FILL BOTH ROLES. FORM 990, PART VI, SECTION A, LINE 7B THE PRESIDENT OF THE UNIVERSITY OF FLORIDA (IN SOME INSTANCES THROUGH A DESIGNEE OF THE PRESIDENT) HAS THE FOLLOWING: (1) REMOVAL OF ANY DIRECTOR "FOR CAUSE" AFTER CONSULTATION WITH THE BOARD, (2)APPROVE THE APPOINTMENT OF THE PRESIDENT OF THE CORPORATION, (3) REMOVAL OF THE CORPORATION'S PRESIDENT "FOR CAUSE" AFTER CONSULTATION WITH THE BOARD, (5) APPROVAL OF THE CORPORATION'S ANNUAL BUDGET, (6) APPROVAL OF THE AUDIT COMMITTEE CHARTER, (7) REMOVAL OF A COMMITTEE MEMBER FROM A COMMITTEE "FOR CAUSE" AFTER CONSULTATION WITH THE BOARD, (8) MONITOR AND CONTROL USE OF UNIVERSITY RESOURCES BY THE CORPORATION, CONTROL USE OF THE UNIVERSITY NAME BY THE CORPORATION, MONITOR COMPLIANCE WITH FEDERAL AND STATE LAWS BY THE CORPORATION, APPROVE ANY PROPOSED CONTRIBUTIONS OF FUNDS OR SUPPLEMENTS BY THE CORPORATION TO SUPPORT INTERCOLLEGIATE ATHLETICS, (9) APPROVAL OF AMENDMENTS TO ARTICLES OF INCORPORATION AND/OR BYLAWS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE COMPLETED BY AN EXTERNAL CPA FIRM AND REVIEWED WITH THE DIRECTORS AND OFFICERS OF THE CORPORATION PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY ANNUAL DISCLOSURE OF DIRECTORS AND OFFICERS AND COMPLIANCE WITH THE RESPECTIVE EMPLOYER'S POLICIES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR EMPLOYEES IS REMITTED TO THE UNIVERSITY OF FLORIDA (UF) ON BEHALF OF THE FILING ORGANIZATION. THE ORGANIZATION RELIED ON UF, A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S OFFICERS. THE PROCESS TO HIRE THE ORGANIZATION'S CEO INCLUDES A WRITTEN EMPLOYMENT CONTRACT AND APPROVAL BY THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. UNIVERSITY OF FLORIDA PO BOX 113203 GAINESVILLE FL 32611 596002052 EDUCATION FL 501(C)(1) N/A 0 SHANDS TEACHING HOSPITAL AND CLINICS INC PO BOX 100362 GAINESVILLE FL 32610 591943502 HOSPITAL FL 501(C)(3) LINE 3 UNIVERSITY OF FLORIDA 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 1 UNIVERSITY OF FLORIDA P 1637800 FMV