2025-05-14T14:54:52-05:00 2024-06-30 991856619 GRANT THORNTON ADVISORS LLC 5955 TG LEE BLVD SUITE 200 ORLANDO FL 32822 990 2023-07-01 593238634 H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL INC HLEE 8137454673 12902 MAGNOLIA DRIVE TAMPA FL 33612 JOANNA WEISS EVP/CFO 8137451188 2025-05-14 0 MICHELE N MELCHIOR P00488037 4074815100 2023 2025-03-06 01:10:19Z SARABDEEP SINGH 12902 MAGNOLIA DRIVE TAMPA FL 33612 2266112929 0 X WWW.MOFFITT.ORG X 1994 FL TO CONTRIBUTE TO THE PREVENTION AND CURE OF CANCER. 16 16 6256 672 0 0 20397306 25372698 2002650392 2238321568 54254 476446 1649100 1922813 2024751052 2266093525 20660430 20656427 0 0 533208793 631063126 0 0 0 1068604120 1212230551 1622473343 1863950104 402277709 402143421 392759623 457172681 106034192 129138879 286725431 328033802 X THE PRIMARY PURPOSE OF THE H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL, INC. ("HOSPITAL") IS TO CONTRIBUTE TO THE PREVENTION AND CURE OF CANCER. 0 0 1601508948 20656427 2238540856 H. LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE HOSPITAL, INC. (THE "HOSPITAL") IS LOCATED ON THE CAMPUS OF THE UNIVERSITY OF SOUTH FLORIDA IN TAMPA, FL. SINCE OPENING IN 1986, THE HOSPITAL HAS BEEN GUIDED BY ONE MISSION, "TO CONTRIBUTE TO THE PREVENTION AND CURE OF CANCER." THE CANCER CENTER, WHICH INCLUDES H. LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE, INC. AND ITS SUBSIDIARIES, IS A LEADING NATIONAL CANCER INSTITUTE (NCI) COMPREHENSIVE CANCER CENTER - ONE OF ONLY 49 IN THE NATION TO HOLD THIS DISTINCTION. THE HOSPITAL IS A TOP 10 CANCER HOSPITAL AND HAS BEEN NATIONALLY RANKED BY U.S. NEWS & WORLD REPORT SINCE 1999. WITH MORE THAN 9,000 EMPLOYEES, THE CANCER CENTER HAS AN ECONOMIC IMPACT ON FLORIDA OF $2.5 BILLION. RESEARCH IS CRITICAL TO THE CANCER CENTER'S MISSION.MUCH OF OUR CLINICAL TRIALS AND STUDIES ARE DONE THROUGH COLLABORATION BETWEEN THE CANCER CENTER'S RESEARCHERS AND PHYSICIANS WHO FOCUS ON COMPREHENSIVE CANCER TREATMENT. THE CLINICAL TRIALS AND STUDIES EXPLORE NEW MEDICAL DISCOVERIES OR NEW WAYS TO USE EXISTING TREATMENTS TO IMPROVE PATIENT CARE. EVERY PARTICIPANT HELPS TAKE US ONE STEP CLOSER TO THAT NEXT BIG BREAKTHROUGH IN CANCER TREATMENT. REIMBURSEMENT IS ALSO CRITICAL TO THE HOSPITAL'S OPERATIONS. HOWEVER, THE CANCER CENTER RECOGNIZES ITS RESPONSIBILITY TO PROVIDE SERVICES AND EDUCATION TO THOSE NEEDING SPECIALIZED RESEARCH CAPABILITIES. PATIENTS WHO MEET ITS MEDICAL AND SURGICAL PROTOCOLS AND DO NOT HAVE THE ABILITY TO PAY WILL BE TREATED, IF SUCH PROTOCOLS ARE NOT AVAILABLE IN THEIR COMMUNITY.IT IS THIS COMMITMENT THAT GUIDES THE HOSPITAL TO:1) PROVIDE CARE FOR PATIENTS COVERED BY GOVERNMENTAL PROGRAMS BELOW COST;2) PROVIDE FREE CHARITY CARE FOR THOSE WHO CANNOT PAY;3) PROVIDE ONCOLOGY SPECIALIZATION TO THE STATE OF FLORIDA THROUGH INVOLVEMENT IN INVESTIGATIONAL PROTOCOLS, EDUCATION OF FUTURE PHYSICIANS AND CONTINUING PROFESSIONAL EDUCATION FOR PHYSICIANS AND OTHER ALLIED HEALTH CARE PROFESSIONALS; AND4) TAKE A LEADERSHIP ROLE IN CANCER PREVENTION AND SCREENING ACTIVITIES.THE HOSPITAL IS A CRITICAL RESOURCE FOR THE STATE OF FLORIDA, WHICH RANKS SECOND IN THE NATION IN BOTH CANCER INCIDENCE AND MORTALITY. THE HOSPITAL IS LICENSED FOR 346 BEDS AND DEVOTES MORE THAN 2 MILLION SQUARE FEET TO RESEARCH AND PATIENT CARE. ADDITIONALLY, THE CANCER CENTER PROVIDES A WIDE ARRAY OF OUTREACH AND EDUCATIONAL ACTIVITIES FOR THE GENERAL PUBLIC AND SELECT UNDERSERVED POPULATIONS. IN FISCAL YEAR 2024, THE HOSPITAL RECORDED 30,903 NEW PATIENTS, 668,385 OUTPATIENT VISITS AND 11,553 ADMISSIONS. 1601508948 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 255 0 1 6256 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X JOANNA WEISS 8137451188 12902 MAGNOLIA DRIVE TAMPA FL 33612 X BETH A HOUGHTON DIRECTOR, CHAIR 1.00 1.00 X X 0 0 0 YVETTE M LYONS TREMONTI EVP-CFAO & ASST TREASURER TO 5/17/24 12.00 44.00 X 0 1042682 397146 G DOUGLAS LETSON EVP-PHYS IN CHIEF TO 6/2/24 19.00 36.00 X 1073620 0 302795 L DAVID DE LA PARTE EVP-GEN COUNSEL; ASST SEC TO 6/11/24 12.00 44.00 X 0 865274 392072 ROBERT KEENAN VP-CHIEF MEDICAL OFFICER TO 1/20/24 55.00 0.00 X 872224 0 173208 SARABDEEP SINGH HOSPITAL PRESIDENT 18.00 37.00 X 0 872462 120699 JOANNA WEISS EVP-CFAO & ASST TREAS AS OF 5/19/24 15.00 40.00 X 0 528314 191655 TIM HEMBREE VP CHIEF QUALITY OFF AS OF 7/9/23 55.00 0.00 X 252522 212695 143786 MATTHEW BEDNAR VP-AMBULATORY/VIRTUAL CARE OPS 55.00 0.00 X 404616 0 141408 KELLY GONZALVO VP PATIENT CARE/CNO 55.00 0.00 X 421985 0 71227 HENRY REYES VP-PARTNERSHIP DEV TO 4/12/24 6.00 49.00 X 0 403439 72651 EVAN ZASLOW VP PAYER STRATEGIES 20.00 35.00 X 389889 0 63653 TERRENCE WRIGHT VP-FAC & SUP SVCS 25.00 30.00 X 0 346707 71550 KENNETH KOMORNY VP CHIEF PHARMACY OFFICER 55.00 0.00 X 308788 0 89669 CHRISTINE ALVERO VP, HOSPITAL OPS (MMH) AS OF 7/1/23 55.00 0.00 X 250742 0 135696 MARILYN COSTACHE CHIEF RISK OFFICER 55.00 0.00 X 267751 0 72306 KAREN LU EVP-PHYSICIAN IN CHIEF AS OF 6/3/24 19.00 36.00 X 0 0 0 KAREN WARTENBERG VP MOFFITT MEDICAL GROUP 25.00 30.00 X 442172 0 252329 VLADIMIR FEYGELMAN SR MBR PHYSICIST-RAD ONC 50.00 0.00 X 321986 0 321080 STUART G WASSERMAN DIR CLINICAL PHYSICS 50.00 0.00 X 373073 0 268740 EDUARDO G MOROS SR MBR PHYSICIST-RAD ONC 50.00 0.00 X 379461 0 254349 GEOFFREY G ZHANG SR MBR PHYSICIST-RAD ONC 50.00 0.00 X 317639 0 307680 PATRICK HWU FRM HOSPITAL PRES AS OF 10/31/21 0.00 56.00 X 0 1574762 153522 JANE FUSILERO FRM VP-PAT CARE SVS/CNO TO 2/5/23 0.00 0.00 X 182869 0 28632 THE HON MARK A PIZZO ESQ DIRECTOR, VICE CHAIR 1.00 1.00 X X 0 0 0 JOSEPH CABALLERO DIRECTOR, SEC/TREAS 1.00 2.00 X X 0 0 0 BETH SIMONETTI DIRECTOR TO 3/1/24 1.00 0.00 X 0 0 0 HAL WALKER DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER MOFFITT DIRECTOR 1.00 0.00 X 0 0 0 KEVIN PLUMMER DIRECTOR 1.00 0.00 X 0 0 0 LANSING SCRIVEN DIRECTOR 1.00 0.00 X 0 0 0 MARY ANNE REILLY DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL BICE DIRECTOR 1.00 0.00 X 0 0 0 NICOLAS PORTER DIRECTOR 1.00 0.00 X 0 0 0 RENEE THOMPSON DIRECTOR 1.00 0.00 X 0 0 0 ROBERT HORTON DIRECTOR 1.00 0.00 X 0 0 0 ROLAND DANIELS DIRECTOR 1.00 0.00 X 0 0 0 SUSAN DAVIS DIRECTOR AS OF 3/1/24 1.00 0.00 X 0 0 0 THE HON JACQUELINE LEWIS DIRECTOR 1.00 0.00 X 0 0 0 VALERIE GODDARD DIRECTOR 1.00 1.00 X 0 0 0 6259337 5846335 4025853 708 1 1 0 NATIONAL MARROW DONOR PROGRAM 3001 BROADWAY ST NE 500 MINNEAPOLIS MN 55413 DONOR SEARCH SERVICES 11878445 UNIVERSITY DIAGNOSTIC INST 3301 ALUMNI DR TAMPA FL 33612 MRI SERVICES 5530179 AYA HEALTHCARE INC 5930 CORNERSTONE CT W STE 300 SAN DIEGO CA 92121 HEALTHCARE STAFFING SERVICES 3336816 SODEXO INC & AFFILIATES 915 MEETING ST NORTH BETHESDA MD 20852 FOOD SERVICES 2725092 ASSOC REGIONAL & UNIV PATH 500 CHIPETA WAY SALT LAKE CITY UT 84108 LABORATORY SERVICES 2531221 54 2468702 41372 22862624 38777 25372698 NET PATIENT SERVICE REVENUE 900099 2150679938 2150679938 SPECIALTY PHARMACY 900099 86269250 86269250 CORE LAB REVENUE 900099 659484 659484 EDUCATION CONFERENCES 900099 368766 368766 BMT-NMDP PROGRAM 900099 279835 279835 64295 64295 2238321568 127941 0 127941 127941 127941 495850 19404 476446 476446 476446 REBATES 900099 953171 953171 INTEREST FROM INS COMPANIES 524114 362720 362720 MAGNOLIA'S HAIR SALON 900099 219288 219288 259693 259693 1794872 2266093525 2238321568 0 2399259 X 20656427 20656427 4626748 4329248 297500 103137 96505 6632 504164678 377355234 126809444 19882077 14775546 5106531 67157165 58889874 8267291 35129321 26568024 8561297 3585682 3585682 235194 235194 382436 382436 70766679 51348764 19417915 13085206 3005 13082201 97664095 72352648 25311447 44187376 179531 44007845 24547763 7018608 17529155 5543644 1645611 3898033 182482 182482 21838337 21838337 58226093 15947203 42278890 2152543 2152543 MEDICAL SUPPLIES 806020929 806020929 0 ALLOCATION OF INTERCOMP 0 84274962 -84274962 BAD DEBT EXPENSES - PAT 23258217 23258217 0 HCCB ASSESSMENT 22458828 22458828 0 18095047 14147302 3947745 1863950104 1601508948 262441156 0 750 750 19277608 29648480 237381110 272309573 39242844 53412917 3534841 10193356 276176730 221976405 54239316 54200325 11848182 11848182 27234972 25559098 392759623 457172681 73623397 81650247 88342 32410795 47400290 106034192 129138879 X 264924844 305090185 21800587 22943617 286725431 328033802 392759623 457172681 X 402143421 -360835050 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1 42419 1 15970 1 17379 0 1 214626 1 36313 1 398029 724736 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: THE H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. AND ITS FIVE NON-PROFIT SUBSIDIARY CORPORATIONS ("CORPORATION") WERE CREATED TO GOVERN AND OPERATE THE H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE ("INSTITUTE") PURSUANT TO SECTION 1004.43, FLORIDA STATUTES. AMONG OTHER THINGS, SECTION 1004.43 FLORIDA STATUTES PROVIDES: (1) THAT THE CORPORATION SHALL ENTER INTO AN AGREEMENT WITH THE STATE BOARD OF EDUCATION FOR THE UTILIZATION OF FACILITIES ON THE CAMPUS OF THE UNIVERSITY OF SOUTH FLORIDA; (2) THAT THE CORPORATION SUBMIT ANNUAL POST AUDITS OF ITS FINANCIAL ACCOUNTS TO THE AUDITOR GENERAL OF THE STATE OF FLORIDA AND THE BOARD OF GOVERNORS FOR THEIR REVIEW; AND (3) THAT THE CORPORATION'S CEO REPORT TO THE BOARD OF GOVERNORS OR ITS DESIGNEE AND PROVIDE COPIES OF THE INSTITUTE'S ANNUAL REPORT TO THE GOVERNOR OF THE STATE OF FLORIDA, THE CABINET, THE PRESIDENT OF THE SENATE, THE SPEAKER OF THE HOUSE AND THE CHAIR OF THE BOARD OF GOVERNORS. ALTHOUGH THE CORPORATION IS A PRIVATE ENTITY, IT IS NONETHELESS SUBJECT TO THE STATE OF FLORIDA'S PUBLIC RECORDS AND THE PUBLIC MEETINGS LAWS. THE CORPORATION ALSO RELIES ON ANNUAL APPROPRIATIONS BY THE LEGISLATURE OF THE STATE OF FLORIDA AND GRANTS FROM VARIOUS LOCAL, STATE AND FEDERAL AGENCIES FOR OPERATION AND MAINTENANCE OF ITS FACILITIES AND FOR SPECIFIC RESEARCH AND CLINICAL PROGRAMS. FOR THESE REASONS, THE CORPORATION FROM TIME TO TIME ENGAGES LOBBYISTS AND OTHER CONSULTANTS: (1) TO ASSIST IT IN COMPLYING WITH ITS REPORTING REQUIREMENTS TO THE STATE OF FLORIDA UNDER SECTION 1004.43, FLORIDA STATUTES; (2) TO MONITOR LEGISLATIVE AND EXECUTIVE BRANCH ACTION AT LOCAL, STATE AND FEDERAL LEVELS OF GOVERNMENT WHICH IMPACT ITS OPERATION AND THE FULFILLMENT OF ITS MISSION; AND (3) TO INFLUENCE LEGISLATION IN FURTHERANCE OF ITS MISSION IN THE AREAS OF CANCER RESEARCH AND TREATMENT, THE TEACHING AND TRAINING OF HEALTH CARE PROFESSIONALS AND COMMUNITY EDUCATION AND OUTREACH ACTIVITIES. THE CORPORATION DOES NOT ENGAGE IN ANY ACTIVITIES TO SUPPORT OR OPPOSE ANY CANDIDATE FOR PUBLIC OFFICE. PART II-B, LINE 1-I, OTHER ACTIVITIES: THE OTHER ACTIVITIES AMOUNT LISTED ON LINE 1-I IS COMPRISED OF EXPENSES RELATED TO ORCHESTRATING CONTACT BETWEEN GRASSROOTS SUPPORTERS (WHO ARE VOLUNTEERS) AND ELECTED OFFICIALS TO PROMOTE THE INSTITUTION'S LEGISLATIVE OBJECTIVES. 281110 281110 0 271682968 221695295 49987673 4212652 4212652 54200325 RECEIVABLE-OTHER 557894 RIGHT OF USE ASSET-OPERATING LEASES 2057587 INTEREST IN NET ASSETS OF FOUNDATION 22943617 25559098 HCCB ASSESSMENT 33463479 OPERATING LEASE LIABILITY 1232427 ESTIMATED THIRD PARTY PAYABLES 12704384 47400290 X PART X, LINE 2: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL, INC. DID NOT HAVE ANY UNCERTAIN POSITIONS IN ITS AUDITED FINANCIAL STATEMENTS. THE ASC-740 FOOTNOTE READS AS FOLLOWS: SIGNIFICANT JUDGMENT IS REQUIRED TO EVALUATE UNCERTAIN TAX POSITIONS. THE CANCER CENTER EVALUATES ITS UNCERTAIN TAX POSITIONS ON A REGULAR BASIS. ITS EVALUATIONS ARE BASED ON A NUMBER OF FACTORS, INCLUDING CHANGES IN FACTS AND CIRCUMSTANCES, CHANGES IN TAX LAW, AND CORRESPONDENCE WITH TAX AUTHORITIES. THE CANCER CENTER ACCOUNTS FOR UNCERTAIN TAX POSITIONS BY RECOGNIZING A TAX BENEFIT OR LIABILITY AT THE LARGEST AMOUNT THAT, IN ITS JUDGMENT, IS MORE THAN 50% LIKELY TO BE REALIZED OR PAID BASED UPON TECHNICAL MERITS OF THE POSITION. THE CANCER CENTER CURRENTLY HAS NO TAX BENEFITS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 1 MAINTAINING OFFICES, EMPLOYEES, OR AGENTS 865208 NORTH AMERICA 0 0 PROGRAM SERVICES SEMINARS 533 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES SEMINARS 215 0 1 0 0 0 1 865956 0 865956 0 0 0 0 0 0 PART I, LINE 3: ACCRUAL METHOD OF ACCOUNTING WAS USED TO ACCOUNT FOR EXPENDITURES ON SCHEDULE F CONSISTENT WITH THE AUDITED FINANCIAL STATEMENTS. 1 1 1 X 1 X 1 1 1 0 1 1 30595749 30595749 0.01660 32580665 29141124 3439541 0.00190 63176414 29141124 34035290 0.01850 1562529 1562529 0.00080 5678138 5678138 0.00310 278418 278418 0.00020 18738 18738 0.00000 7537823 7537823 0.00410 70714237 29141124 41573113 0.02260 1 562 562 0.00000 1 32796 32796 0.00000 2 33358 33358 0.00000 1 5145004 448803643 512967197 -64163554 X 1 1 2 1 H LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE HOSPITAL 12902 MAGNOLIA DRIVE TAMPA FL 33612 WWW.MOFFITT.ORG 4334, CERTIFICATE 8919 X A 2 MOFFITT MCKINLEY HOSPITAL 10901 MCKINLEY DRIVE TAMPA FL 33612 WWW.MOFFITT.ORG 4334, CERTIFICATE 9420 X A H LEE MOFFITT CANCER CENTER & RESEARCH 0 0 1 X X X X X X X X X 21 1 1 1 1 X SEE PART V, SECTION B, LINE 10A X 1 22 1 WWW.MOFFITT.ORG/PUBLICATIONS/COMMUNITY-BENEFIT 0 1 X 200.000000000000 400.000000000000 X X X X X X X 1 1 X X X X 1 X PART V, SECTION B, LINE 16C X PART V, SECTION B, LINE 16C X PART V, SECTION C X X X X X X X 1 X 0 X X X X X 0 X X X 0 0 PART V, SECTION A: MOFFITT MCKINLEY HOSPITAL (FACILITY 2) OPENED IN JULY 2023 IN ANTICIPATION OF A SIGNIFICANT INCREASE IN PATIENT VOLUMES AND CANCER SURGERIES TO SUPPLEMENT THE ORIGINAL HOSPITAL (FACILITY 1). THE TWO HOSPITAL FACILITIES EXIST WITHIN THE SAME COMMUNITY AND ARE OPERATED IN TANDEM. FOR THIS REASON, ALL SECTION B AND C RESPONSES APPLY TO BOTH FACILITIES. PART V, SECTION B, LINE 16C WEBSITE ADDRESS FULL URL: HTTPS://MOFFITT.ORG/PATIENT-FAMILY/INSURANCE-FINANCIAL-INFORMATION/FINANCIAL-ASSISTANCE/ PART V, SECTION B FACILITY REPORTING GROUP A FACILITY REPORTING GROUP A CONSISTS OF: - FACILITY 1: H. LEE MOFFITT CANCER CENTER & RESEARCH INSTIT, - FACILITY 2: MOFFITT MCKINLEY HOSPITAL H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 5: THE CANCER CENTER CONTRACTED WITH CARNAHAN GROUP ON AUGUST 31, 2021 TO CONDUCT THE CURRENT 2022 CHNA. THE INFORMATION COLLECTED WAS OBTAINED FROM THREE DIFFERENT SOURCES: 1) PUBLICALLY-AVAILABLE DATA RELEVANT TO THE HEALTH NEEDS OF THE COMMUNITY PUBLISHED BY FEDERAL, REGIONAL, STATE, AND LOCAL HEALTH DEPARTMENTS OR AGENCIES. 2) INTERVIEWS WITH PERSONS LOCATED WITHIN THE CANCER CENTER'S COMMUNITY INCLUDING HEALTH COMMUNITY ADVOCATES, OTHER NONPROFIT ORGANIZATIONS, LOCAL GOVERNMENT OFFICIALS, COMMUNITY BASED ORGANIZATIONS, AND HEALTHCARE PROVIDERS FOCUSING ON MEDICALLY UNDERSERVED POPULATIONS, LOW-INCOME PERSONS, MINORITY GROUPS, AND THOSE WITH CHRONIC DISEASE NEEDS.3) ONLINE COMMUNITY HEALTH SURVEY IN ENGLISH AND SPANISH MADE AVAILABLE TO PERSONS REPRESENTING THE BROAD INTERESTS OF THE SURROUNDING COMMUNITY, WHICH INCLUDED THOSE WITH SPECIAL KNOWLEDGE OF OR EXPERTISE IN PUBLIC HEALTH; SURVEY OUTREACH FOCUSED ON ORGANIZATIONS SERVING ETHNIC AND GENDER MINORITIES.WE WOULD LIKE TO ACKNOWLEDGE EACH OF THE FOLLOWING ORGANIZATIONS AND CANCER CENTER DEPARTMENTS WHO PARTICIPATED IN AN INTERVIEW FOR THIS ASSESSMENT. THEY CONTRIBUTED IMMEASURABLE VALUE IN THE FORMATION OF THIS REPORT, PROVIDING PROFESSIONAL KNOWLEDGE, EXPERT INFORMATION, AND INFORMED PUBLIC POLICY DIRECTION. WE THANK ALL PARTICIPANTS, WHETHER THEY PARTCIPATED VIA INTERVIEW OR SURVEY, FOR THEIR GENEROUS TIME AND CONTRIBUTIONS TO THIS ASSESSMENT.COMMUNITY STAKEHOLDER ORGANIZATIONS:ADVENTHEALTH, AMERICAN CANCER SOCIETY, BAYCARE, CANCER CONTROL COLLABORATIVE - EAST CENTRAL REGION, CAN COMMUNITY - NORTH PORT, COMMUNITY HEATLH CENTERS, INC., FACES OF COURAGE FOUNDATION, INC., FEEDING TAMPA BAY, FLORIDA DEPARTMENT OF HEALTH (BREVARD, CHARLOTTE AND GLADES, CITRUS, COLLIER, DESOTO, HENDRY, HERNANDO, HIGHLANDS, HILLSBOROUGH, LAKE, LEE, MANATEE, MARION, ORANGE, OSCEOLA, PASCO, PINELLAS, POLK, HARDEE, SARASOTA, SEMINOLE, & SUMTER COUNTIES), FRONT PORCH COMMUNITY DEVELOPMENT ASSOCIATION, INC., GOOD SAMARITAN HEALTH CLINIC, GULF COAST SOUTH AHEC, INC., HAITIAN AMERICAN FOUNDATION OF TAMPA BAY, HEALTH CHOICE NETWORK, INTERCULTURAL ADVOCACY INSTITUTE, LATIN COMMUNITY HEALTH ADVISORS, INC., LATINAS UNIDAS POR UN NUEVO AMANECER, LEE DAVIS COMMUNITY RESOURCE CENTER, LEUKEMIA & LYMPHOMA SOCIETY - NORTH FLORIDA, METROPOLITAN MINISTRIES, MID FLORIDA COMMUNITY SERVICES, ORLANDOHEALTH, PREMIER COMMUNITY HEALTHCARE GROUP, POLK COUNTRY INDIGENT HEALTHCARE DIVISION, SALVATION ARMY REHAB CENTER, SUNCOAST COMMUNITY HEALTH CENTERS, TAMPA FAMILY HEALTH CENTERS, TAMPA GENERAL HOSPITAL, UNITED WAY (CHARLOTTE, COLLIER & THE KEYS, LEE, HENDRY, & GLADES COUNTIES), AND UNITED WAY SUNCOAST.CANCER CENTER DEPARTMENTS & PROGRAMS:SOCIAL WORK, PATIENT FAMILY SERVICE, PATIENT FAMILY ADVISORY COUNCIL, CLINICAL TRIALS OFFICE, DIVERSITY, AND STRATEGIC COMMUNICATIONS DEPARTMENTS, AS WELL AS TAMPA BAY COMMUNITY CANCER NETWORK (TBCCN) AND MOFFITT PONCE U54 PARTNERSHIP. H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 6A: IN OCTOBER 2015, THE CANCER CENTER COLLABORATED WITH THE FLORIDA DEPARTMENT OF HEALTH, HILLSBOROUGH COUNTY, TO ESTABLISH HEALTHY HILLSBOROUGH. HEALTHY HILLSBOROUGH IS A COMMITTEE OF LOCAL HOSPITALS, THE COUNTY HEALTH DEPARTMENT, AND FEDERALLY QUALIFIED HEALTH CENTERS. THE PURPOSE OF HEALTHY HILLSBOROUGH IS TO COMPLETE A COMPREHENSIVE CHNA AND TO IDENTIFY OPPORTUNITIES FOR COLLABORATION TO COLLECTIVELY IMPACT AND IMPROVE THE HEALTH OF HILLSBOROUGH COUNTY. THE ORGANIZATIONS INVOLVED ARE:FLORIDA DEPARTMENT OF HEALTH - HILLSBOROUGH COUNTYADVENTHEALTH WEST FLORIDA DIVISIONMOFFITT CANCER CENTERBAYCARE HEALTH SYSTEMSUNCOAST COMMUNITY HEALTH CENTERSTAMPA FAMILY HEALTH CENTERSTAMPA GENERAL HOSPITALIN 2019, THE HEALTHY HILLSBOROUGH COMMITTEE EXTENDED THE PARTNERSHIP TO THE COUNTY HEALTH DEPARTMENTS IN PINELLAS, PASCO, AND POLK TO COLLABORATE ON THE CHNA. THE FOUR COUNTY COLLABORATION IS CALLED ALL4HEALTHFL. THE ALL4HEALTHFL COLLABORATIVE COMPLETED A GENERAL COMMUNITY CHNA AND CHILD-FOCUSED CHNA, BOTH OF WHICH WERE COMPLETED IN 2022. THE CANCER CENTER COMPLETED ITS OWN CHNA AND IMPLEMENTATION STRATEGY SEPARATE FROM THE ALL4HEALTHFL COLLABORATIVE, BUT ITS COMMUNITY BENEFIT COORDINATOR ASSISTED WITH ALL STAGES OF THE ALL4HEALTHFL CHNA AND IMPLEMENTATION STRATEGY. ASSISTANCE INCLUDED SURVEY DEVELOPMENT, FOCUS GROUP QUESTION DEVELOPMENT, SERVING AS FOCUS GROUP MEDIATOR AND NOTE TAKER FOR THE COUNTY SPECIFIC PRIORITIZATION SESSIONS FOR THE ADULT AND CHILD-FOCUSED CHNAS, AND PROVIDING GUIDANCE ON THE ALIGNMENT OF THE IMPLEMENTATION STRATEGIES OF BOTH THE CANCER CENTER AND ALL4HEALTHFL TO FACILICATE INCREASED COLLABORATION AMONG THE MEMBER ORGANIZATIONS. H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 6B: INCLUDED WITH THE HOSPITALS LISTED ABOVE, ARE OTHER HEALTH ORGANIZATIONS THE CANCER CENTER COLLABORATED WITH IN ORDER TO DETERMINE THE NEEDS OF THE COMMUNITY. THOSE ORGANIZATIONS ARE AS FOLLOWS:-FLORIDA DEPARTMENT OF HEALTH (HILLSBOROUGH, PINELLAS, PASCO, AND POLK COUNTIES)-SUNCOAST COMMUNITY HEALTH CENTERS-TAMPA FAMILY HEALTH CENTERS H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 11: BASED ON THE RESULTS OF THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT, AFTER CAREFUL CONSIDERATION OF THE DATA OBTAINED, THE FOLLOWING LIST OF SIGNIFICANT HEALTH NEED TOPICS WAS ESTABLISHED:-ACCESS TO CARE-BEHAVIORAL HEALTH-CANCER-FINANCIAL BARRIERS AND POVERTY-HEALTH EQUITY-HEALTH PROMOTION, EDUCATION & OUTREACH-HEALTHY WEIGHT-PREVENTATIVE CARE-SOCIAL DETERMINANTS OF HEALTH-SMOKING/TOBACCO-TRANSPORTATIONON APRIL 20, 2022 AND APRIL 21, 2022, 1.5-HOUR VIRTUAL MEETINGS WERE HELD WITH THE CANCER CENTER STAFF AND A VARIETY OF INTERNAL AND EXTERNAL STAKEHOLDERS WITHIN THE PATIENT AND FAMILY ADVISORY COUNCIL AND THE TAMPA BAY COMMUNITY CANCER NETWORK IN ORDER TO REFINE THIS LIST OF SIGNIFICANT HEALTH NEEDS. EACH VIRTUAL PRIORITIZATION SESSION INCLUDED AN INTRODUCTION TO THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS AND BRIEF OVERVIEW OF EACH OF THE SIGNIFICANT HEALTH TOPICS THE GROUPS WOULD RATE FOR PRIORITIZATION. THE SIMPLEX METHOD WAS UTILIZED TO QUANTIFY FEEDBACK FROM THE TWO PRIORITIZATION SESSIONS. THIS INCLUDED A SHARED QUESTIONNAIRE WITH POLL QUESTIONS ASKING PARTICIPANTS ABOUT THE PERCEIVED IMPORTANCE OF A GIVEN NEED, THEN ASKING HOW FEASIBLE IT WOULD BE TO ADDRESS THIS NEED. PARTICIPANTS COULD RANK THE NEED IN TERMS OF THE BURDEN, SCOPE, SEVERITY, OR URGENCY FROM 1 (NOT IMPORTANT) TO 5 (VERY IMPORTANT) AND THE FEASIBILITY IN TERMS OF HOW POSSIBLE IT WOULD BE TO ADDRESS FROM 1 (VERY DIFFICULT) TO 3 (VERY EASY). FOLLOWING THE COMPLETION OF THE MEETINGS, THE POLL DATA WAS COMPILED INTO A QUADRANT CHART WITH THE AVERAGE IMPORTANCE RANKING QUANTIFIED ON THE X-AXIS AND THE AVERAGE FEASIBILITY RANKING QUANTIFIED ON THE Y-AXIS.THE CANCER CENTER'S LEADERSHIP AND KEY INTERNAL STAKEHOLDERS REVIEWED THE DATA WITH CONSIDERATION OF THE EXISTING PROGRAMMING, CAPACITY, RESOURCES, AND THE CANCER CENTER'S STRATEGIC PLAN, LEVERAGING OPPORTUNITIES FOR COMBINING MULTIPLE NEEDS INTO ONE PRIORITY AREA. THE FOLLOWING THREE AREAS WERE SELECTED AS THE TOP PRIORITIZED HEALTH NEEDS FOR THE COMMUNITY:-PREVENTION, EDUCATION, AND OUTREACH-ACCESS TO SCREENING AND EARLY DETECTION-HEALTH EQUITYLEADERSHIP DECIDED TO ADD A FOURTH DOMAIN AS A RESULT OF THE COMMUNITY BENEFIT INVENTORY: COMMUNITY HEALTH IMPROVEMENT, WHERE LEADERSHIP SAW THE NEED TO FURTHER STRENGTHEN THE FUNCTION OF COMMUNITY BENEFIT PROGRAMS.THE CANCER CENTER IS NOT ABLE TO ADDRESS ALL OF THE HEALTH NEEDS IDENTIFIED, ALTHOUGH MANY WERE ABLE TO BE COMBINED WITH OTHER NEEDS TO BE ADEQUATELY PRIORITIZED. THE REMAINING IDENTIFIED NEEDS FROM THE ORIGINAL LIST WILL NOT BE A STRATEGIC FOCUS IN THE EXECUTION OF THE 2023-2025 IMPLEMENTATION PLAN DUE TO FACTORS AFFECTING FEASIBILITY INCLUDING CAPACITY, RESOURCES, AND THE PRIORITIZATION OF NEEDS WITH HIGHER URGENCY. THE FOLLOWING HEALTH NEEDS DO NOT ALIGN WITH THOSE CRITERIA AND ARE NOT BEING DIRECTLY ADDRESSED BY THE CANCER CENTER:-BEHAVIORAL HEALTH-FINANCIAL BARRIERS AND POVERTY-SOCIAL DETERMINANTS OF HEALTHPART OF THE IMPLEMENTATION STRATEGY DEVELOPMENT INCLUDED A COMPREHENSIVE COMMUNITY BENEFIT INVENTORY OF ALL COMMUNITY BENEIFT PROGRAMS THAT ARE ACTIVE AT THE CANCER CENTER. RATIONALE FOR THIS PROCESS CAME FROM A NEED TO STREAMLINE THE REPORTING OF COMMUNITY BENEFIT ACTIVITY ANDFACILITATE ALIGNMENT OF THOSE INITIATIVES WITH THE NEW IMPLEMENTATION STRATEGY. THE INVENTORY IDENTIFIED 33 ACTIVE COMMUNITY BENEFIT PROGRAMS AT THE CANCER CENTER. THE COMMUNITY BENEFIT SPECIALIST MET WITH THE REPORTERS AND LEADERSHIP FOR EACH COMMUNITY BENEFIT PROGRAM TO GET UPDATED INFORMATION ABOUT THE PROGRAM, INFORM THEM ABOUT NEW REPORTING REQUIREMENTS (MORE DATA GRANULARITY), AND DISCUSS ANY PLANNED INITIATIVES THEY HAVE FOR THE NEXT 3 YEARS THAT CAN BE INCLUDED IN THE NEXT IMPLEMENTATION STRATEGY. THE INVENTORY WAS WELL RECEIVED AND RESULTED IN A COMPREHENSIVE IMPLEMENTATION STRATEGY.PREVENTION, EDUCATION, AND OUTREACH: IN FY24, THE CANCER CENTER'S OFFICE OF COMMUNITY OUTREACH, ENGAGEMENT, & EQUITY, ALSO KNOWN AS "COEE", PARTICIPATED IN 314 HEALTH EDUCATION EVENTS, HEALTH FAIRS, MEET THE EXPERT VIRTUAL EDUCATION AND SUPPORT GROUPS REACHING APPROXIMATELY 20,000 INDIVIDUALS. ACCESS TO SCREENING AND EARLY DETECTION: THE CANCER CENTER'S GOVERNMENT RELATIONS DEPARTMENT PARTICIPATED OR HOSTED 17 COALITION BUILDING OR ADVOCACY GROUPS, THIS INCLUDED A TRIP TO WASHINGTON DC TO ADVOCATE FOR INCREASED FUNDING FOR CANCER PREVENTION AND SCREENING. THERE WAS 16 CANCER CENTER FACULTY AND STAFF THAT PARTICIATED IN THE STATE CANCER DATA WORKGROUP, WHICH ALSO INCLUDED REPRESENTIVIES FROM FLORIDA DEPARTMENT OF HEALTH (DOH), FLORIDA HOSPITAL ASSOCIATION, UNIVERISTY OF MIAMI, UNIVERISTY OF FLORIDA, FLORIDA CANCER DATA SYSTEM (FCDS), FLORIDA AGENCY FOR HEALTH CARE ADMINISTRATION (AHCA). IN FY24 THE CANCER CENTER'S MOLE PATROL PARTICIPATED IN 26 SCREENING EVENTS, SERVING 1,620 PEOPLE. ADDITIONALLY, FREE HEAD AND NECK SCREENING WERE PROVIDED TO 829 PEOPLE AND 11 INDIVIDUALS RECEIVED LOW-COST/NO-COST LUNG CANCER SCREENINGS AND 432 INDIVIDUALS RECEIVED LOW-COST/NO-COST BREAST CANCER SCREENINGS. HEALTH EQUITY: -16 MOFFITT FACULTY AND STAFF SIT ON 4 WORKGROUPS FOCUSED ON INCREASING ACCESS TO, PROTECTING THE PRIVACY OF, AND ENHANCING THE RICHNESS OF THE FLORIDA CANCER REGISTRY DATA. WORKGROUPS INCLUDE: OBJECTIVE 2.2: CANCER BIOLOGY DATA; OBJECTIVE 2.3 SOCIAL DETERMINANTS AND PATIENT DEMOGRAPHICS;OBJECTIVE 2.4 COLLECTING CANCER SCREENING DATA; AND OBJECTIVE 2.6 ACCESS AND UTILIZATION OF CANCER DATA. THESE GROUPS MEET MONTHLY TO DISCUSS OPPORTUNTIES FOR IMPROVING FCDS DATA INTEGRITY AND ACCESS.-TRANSLATION AND INTERPRETATION SERVICES WERE PROVIDED IN 38 LANGUAGES RARE (LESS THAN 1,000 RESIDENTS SPEAK THEM) TO THE CANCER CENTER'S CATCHMENT AREA. -HEALTH EQUITY TRAIN THE TRAINER PROGRAM IS A COLLABORATION OF ORLANDO HEALTH, MOFFITT CANCER CENTER AND UNITED WAY OF BROWARD COUNTY. THE PROGRAM PROVIDES HEALTH CARE PROFESSIONALS WITH THE KNOWLEDGE NECESSARY TO SUPPORT HEALTH EQUITY WITHIN THEIR PRACTICES. THE PROGRAM PRODUCED 86 PROGRAM GRADUATES, WHICH INCLUDES 60 CANCER CENTER AND 14 COHORT GRADUATES, WITH 18 ORGANIZATIONS AND 18 CANCER CENTER DEPARTMENTS PARTICIPATING. COMMUNITY HEALTH IMPROVEMENT:THE COMMUNITY BENEFIT SPECIALIST WITHIN COEE HAS PARTNERED WITH THE PROCESS EXCELLENCE TEAM AT MOFFITT TO ENHANCE THE COMMUNITY BENEFIT REPORTER'S EXCEL SHEET. THE UPDATED EXCEL SHEET WILL STREAMLINE THE PROCESS OF GATHERING COMMUNITY BENEFIT METRICS, MAKING IT MORE EFFICIENT. THE COMMUNITY BENEFIT SPECIALIST CAN NOW EASILY TRANSFER THE METRICS FROM THE NEW EXCEL SHEET TO CBISA DURING THE REPORTING PERIOD. H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 13B: PATIENTS WHO ARE MEDICALLY NEEDY MAY STILL APPLY FOR FINANCIAL ASSISTANCE, BUT WILL PRESUMPTIVELY QUALIFY FOR FINANCIAL ASSISTANCE IF THEY CANNOT MEET THEIR SHARE OF COST AS DETERMINED BY THE FLORIDA DEPARTMENT OF CHILDREN AND FAMILIES. THE LEVEL OF ASSISTANCE WILL BE DETERMINED BY WHICH INCOME LEVEL THE PATIENT'S SHARE OF COST FALLS ON THE FEDERAL POVERTY GUIDELINES. IN ADDITION, PATIENTS WHO QUALIFY UNDER THE POLICY AS MEDICALLY INDIGENT ARE ENTITLED TO 100% ADJUSTMENT UNDER THE POLICY. H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 13H: CRITERIA USED TO DETERMINE ELIGIBILITY NOT ONLY INCLUDES INCOME LEVEL, ASSET LEVEL, INSURANCE OR UNDERINSURANCE STATUS AND RESIDENCY, BUT MAY ALSO INCLUDE INFORMATION RELATED TO EMPLOYMENT STATUS, NUMBER OF DEPENDENTS IN HOUSEHOLD AND FINANCIAL SUPPORT BY ANY OTHER PERSON OR PROGRAM. H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 15E: METHOD BY WHICH PATIENTS MAY APPLY FOR FINANCIAL ASSISTANCE:A. PATIENTS THAT REQUEST FINANCIAL ASSISTANCE OR WHO HAVE BEEN IDENTIFIED AS POTENTIALLY ELIGIBLE FOR FINANCIAL ASSISTANCE WILL BE REFERRED TO THE CENTER'S FINANCIAL COUNSELORS.B. PATIENTS MAY CONTACT THE MOFFITT CANCER CENTER BUSINESS OFFICE AT 12902 MAGNOLIA DRIVE, MCB-BO, TAMPA, FLORIDA 33612, OR CALL 1-800-456-3434 EXT. 8422 OR THE DIRECT NUMBER AT 813-745-8422 FOR INFORMATION AND ASSISTANCE REGARDING THE FINANCIAL ASSISTANCE APPLICATION.C. PATIENTS WILL BE INFORMED OF THE PROCESS AND PROCEDURES INVOLVED FOR A FINANCIAL ASSISTANCE APPLICATION EITHER BEFORE RECEIVING SERVICES OR DURING THE BILLING AND COLLECTION PROCESS.D. THE PATIENT AND/OR THE PATIENT'S FAMILY WILL BE ADVISED OF ALL DOCUMENTATION REQUIRED TO MAKE A DETERMINATION AS TO ELIGIBILITY FOR FINANCIAL ASSISTANCE.E. A FINANCIAL COUNSELOR WILL INTERVIEW THE PATIENT OR THE PATIENT'S RELATIVES WHO ARE LEGALLY RESPONSIBLE FOR THE PATIENT'S SUPPORT IN COMPLIANCE WITH HIPAA GUIDELINES. DURING THE INTERVIEW, THE FINANCIAL COUNSELOR WILL GATHER INFORMATION ABOUT THE PATIENT'S CIRCUMSTANCES AND ABILITY TO PAY AND, IF REQUESTED, MAY ASSIST THE PATIENT OR PATIENT'S FAMILY IN COMPLETING THE FINANCIAL ASSISTANCE APPLICATION.F. A PATIENT AND/OR A PATIENT'S FAMILY MAY ALSO MEET WITH THE CENTER'S PHARMACY REPRESENTATIVE TO APPLY FOR AVAILABLE ASSISTANCE PROGRAMS FOR PHARMACEUTICAL CARE.G. A REQUEST FOR FINANCIAL ASSISTANCE AND A DETERMINATION OF ELIGIBILITY FOR FINANCIAL ASSISTANCE SHOULD OCCUR PRIOR TO RENDERING NON-EMERGENT MEDICALLY NECESSARY SERVICES. HOWEVER, THE DETERMINATION MAY BE DONE AT ANY POINT IN THE COLLECTION PROCESS.H. IF THE MARITAL STATUS OF A MINOR CANNOT BE DETERMINED, OR WHERE THERE IS NOT SUFFICIENT DOCUMENTATION TO CONFIRM A MINOR'S EMANCIPATION, ELIGIBILITY OF FINANCIAL ASSISTANCE WILL BE BASED ON THE INCOME AND ASSETS OF THE PARENT/PARENTS OR LEGAL GUARDIAN OF THE MINOR. DOCUMENTATION PROVIDED FOR THE FINANCIAL ASSISTANCE APPLICATION MUST BE CONSISTENT WITH ALL OTHER DOCUMENTATION PRESENTED FOR REVIEW.I. THERE ARE INSTANCES WHEN A PATIENT MAY APPEAR ELIGIBLE FOR FINANCIAL ASSISTANCE, BUT THERE IS NO FINANCIAL ASSISTANCE FORM ON FILE. OFTEN THERE IS ADEQUATE INFORMATION PROVIDED BY THE PATIENT, THROUGH CONTRACTUAL AGREEMENTS WITH OTHER PROVIDERS, OR THROUGH OTHER SOURCES, WHICH COULD PROVIDE SUFFICIENT EVIDENCE TO PROVIDE THE PATIENT WITH FINANCIAL ASSISTANCE. IN THE EVENT THERE IS NO FORMAL WRITTEN APPLICATION TO SUPPORT A PATIENT'S ELIGIBILITY FOR FINANCIAL ASSISTANCE, OR THE PATIENT DOES NOT HAVE A FINANCIAL ASSISTANCE FORM ON RECORD, THE CENTER MAY USE EXTERNALLY AVAILABLE INFORMATION IN DETERMINING ESTIMATE INCOME AMOUNTS FOR THE BASIS OF DETERMINING FINANCIAL ASSISTANCE ELIGIBILITY. THE CENTER MAY APPLY FOR FINANCIAL ASSISTANCE ON BEHALF OF THE PATIENT. THE SAME ELIGIBILITY CRITERIA SET FORTH IN THE FINANCIAL ASSISTANCE POLICY WILL DETERMINE ELIGIBILITY BASED ON ALL AVAILABLE INFORMATION OBTAINED. TO FACILITATE THE APPLICATION, THE INSTITUTION WILL USE THE INFORMATION RETURNED FROM AN EXTERNAL CREDIT REPORTING AGENCY AS SUPPORT FOR APPROVAL OR DENIAL OF FINANCIAL ASSISTANCE. H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 16J: REFERENCE TO THE POLICY IS ADDED TO THE BILLING INVOICE STATING THAT A CANCER CENTER REPRESENTATIVE CAN HELP EVALUATE ELIGIBILITY FOR FINANCIAL ASSISTANCE IF THE PATIENT IS UNABLE TO PAY. HOSPITAL'S BILLING AND COLLECTIONS AREA OF ITS WEBSITE ALSO STATES THAT IF A PATIENT IS UNDERINSURED OR UNABLE TO PAY, A PATIENT ACCOUNT REPRESENTATIVE OR A SOCIAL WORKER WILL HELP IDENTIFY ASSISTANCE PROGRAMS THAT OFFER HELP IN MEETING FINANCIAL OBLIGATIONS. IN ADDITION, NOTIFICATION IS PLACED CONSPICUOUSLY IN PATIENT ACCESS AREAS IN THE HOSPITAL FACILITY. H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 20E: HOSPITAL DID NOT INITIATE ANY OF THE ACTIONS DESCRIBED IN SCHEDULE H, PART V, SECTION B, LINE 19. HOWEVER, IF THE HOSPITAL HAD UNDERTAKEN ANY OF THE LISTED ACTIONS, IT WOULD HAVE FIRST NOTIFIED PATIENTS OF ITS FINANCIAL ASSISTANCE POLICY ON ADMISSION, PRIOR TO DISCHARGE, AND IN COMMUNICATIONS WITH THE PATIENTS REGARDING THEIR BILLS. THE HOSPITAL DOCUMENTS ITS DETERMINATION OF WHETHER PATIENTS ARE ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER ITS FINANCIAL ASSISTANCE POLICY. CONTINUOUS EFFORT IS MADE TO QUALIFY PATIENTS FOR FINANCIAL ASSISTANCE, SUCH AS ASSISTING WITH THE APPLICATION PROCESS TO DETERMINE ELIGIBILITY AS WELL AS IDENTIFYING OTHER PROGRAMS THAT MAY PROVIDE ASSISTANCE. H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 21D: AS A SPECIALTY HOSPITAL WHOSE MISSION IS TO CONTRIBUTE TO THE PREVENTION AND CURE OF CANCER, THE HOSPITAL DOES NOT PROVIDE EMERGENCY MEDICAL TREATMENT WITHIN THE MEANING OF SECTION 1867 OF THE SOCIAL SECURITY ACT (42 USC 1395DD). IF, HOWEVER, AN INDIVIDUAL SEEKING SUCH CARE ENTERS THE CANCER CENTER'S FACILITY, THE CANCER CENTER WITHOUT DISCRIMINATION WILL STABILIZE THE PATIENT AND ASSIST THE PATIENT AND/OR THE PATIENT'S FAMILY IN OBTAINING TRANSPORTATION FOR THE PATIENT TO A LOCAL HOSPITAL EQUIPPED FOR EMERGENCY MEDICAL CARE. 3 1 - MOFFITT CANCER CTR MCKINLEY OUTPATIENT 10920 MCKINLEY DRIVE TAMPA FL 33612 OUTPATIENT 2 - MOFFITT CANCER CTR AT WESLEY CHAPEL 2590 HEALING WAY WESLEY CHAPEL FL 33544 OUTPATIENT 3 - MOFFITT CANCER CTR AT INT'L PLAZA 4101 JIM WALTER BLVD TAMPA FL 33607 OUTPATIENT PART I, LINE 3C: CHARITY ADJUSTMENTS ARE PROVIDED BY THE CANCER CENTER AS FOLLOWS:A. PATIENTS WHO HAVE FAMILY INCOME AND ASSETS AT OR BELOW 200% OF THEFEDERAL POVERTY GUIDELINES FOR THE PATIENT'S FAMILY SIZE SHALL BEENTITLED TO 100% FINANCIAL ASSISTANCE ON QUALIFYING BALANCES.B. PATIENTS WHO HAVE FAMILY INCOME AND ASSETS BETWEEN 201%-400% OF THEFEDERAL POVERTY GUIDELINE FOR THE PATIENT'S FAMILY SIZE SHALL BECLASSIFIED AS "SELF PAY TIER 1" STATUS AND ARE ENTITLED TO FINANCIALASSISTANCE OF 65% ON QUALIFYING BALANCES.C. PATIENTS WHO ARE MEDICALLY NEEDY MAY STILL APPLY FOR FINANCIALASSISTANCE, BUT WILL PRESUMPTIVELY QUALIFY FOR FINANCIAL ASSISTANCE IFTHEY CANNOT MEET THEIR SHARE OF COST AS DETERMINED BY THE FLORIDADEPARTMENT OF CHILDREN AND FAMILIES. THE LEVEL OF ASSISTANCE WILL BEDETERMINED BY WHICH INCOME LEVEL THE PATIENT'S SHARE OF COST FALLS ON THEFEDERAL POVERTY GUIDELINES. PART I, LINE 7: THE METHODOLOGY USED TO CALCULATE CHARITY CARE, MEDICAID, AND OTHER MEANS-TESTED EXPENSES IS COST TO CHARGE RATIO, USING PATIENT EXPENSES TO GROSS CHARGES, WHILE THE DIRECT COST METHOD IS USED TO DETERMINE OTHER COMMUNITY BENEFITS/PROGRAMS EXPENSES. PART I, LN 7 COL(F): TOTAL EXPENSE FROM FORM 990, PART IX, LINE 25, COLUMN A FOR THE HOSPITAL IS $1,863,950,104. THE TOTAL BAD DEBT EXPENSE INCLUDED IN THIS AMOUNT WAS $23,258,217. AFTER BAD DEBT WAS DEDUCTED FROM THE TOTAL EXPENSES THE AMOUNT OF TOTAL EXPENSES USED TO CALCULATE THE PERCENT IN LINE 7, COLUMN F WAS $1,840,691,887. PART II, COMMUNITY BUILDING ACTIVITIES: COMMUNITY BUILDING - ADVOCACY:IN FY24 MOFFITT PARTICIPATED IN A CONGRESSIONAL MEETING (WASHINGTON D.C.) REGARDING THE ALICE HASTINGS PROGRAM FOR ADVANCE CANCER SCREENING. THE MEETING FOCUSED ON ACCESS TO SCREENING AND EARLY DETECTION. THE MEETING WAS COMPRISED OF CONGRESSIONAL STAFF AND MOFFITT LEADERSHIP. COMMUNITY BUILDING - PARTNERSHIPS:IN FY24, THE TAMPA BAY COMMUNITY CANCER NETWORK (TBCCN), ONE OF MOFFITT'S TWO COMMUNITY ADVISORY BOARDS, HAD A RETREAT AND FOUR QUARTERLY MEETINGS WITH MEMBERS TO CONTINUE STRENTHENING PARTNERSHIP AMONG MEMBER ORGANIZATIONS. THE REGIONAL CANCER CONTROL COLLABORATIVE HAS MONTHLY MEETINGS WITH ALL 6 REGION COLLABORATIVES, IN ADDITION TO MOFFITT CANCER CENTER, UNIVERISTY OF MIAMI SYLVESTER COMPREHENSIVE CANCER CENTER AND UNIVERSITY OF FLORIDA CANCER CENTER. THE PURPOSE OF THE COLLABORATIVE IS TO MEET ON A MONTHLY BASIS AND IMPLEMENT CANCER CONTROL EFFORTS AMONG PUBLIC AND PRIVATE PARTNERS. THIS IS RUN BY FLORIDA DEPARTMENT OF HEALTH. MOFFITT IS REPRESENTED AS A CONSULTANT. THE REGIONAL COLLABORATIVES INCLUDE: NORTHWEST REGION (UNIVERSITY OF WEST FLORIDA), NORTHEAST REGION (NORTHEAST FLORIDA AHEC), EAST CENTRAL REGION (WELLFLORIDA COUNCIL, INC), NORTH CENTRAL REGION (WELLFLORIDA COUNCIL, INC), SOUTHWEST REGION (UNIVERISTY OF SOUTH FLORIDA COLLEGE OF NURSING), SOUTHEAST REGION (HEALTH COUNCIL OF SOUTH FLORIDA, INC). COMMUNITY BUILDING - COMMUNITY SUPPORT:THE YMCA SURVIVORSHIP & WELLNESS PROGRAM, POWERED BY MOFFITT, SERVES INDIVIDUALS AFFECTED BY CANCER IN PINELLAS, PASCO, HERNANDO, AND CITRUS COUNTIES. THIS PROGRAM EMPOWERS PARTICIPANTS TO RECLAIM THEIR HEALTH AND WELL-BEING THROUGH PHYSICAL ACTIVITY AND WELLNESS SUPPORT. WITH A FOCUS ON BUILDING MUSCLE STRENGTH, INCREASING FLEXIBILITY, AND IMPROVING ENDURANCE, THE PROGRAM HELPS PARTICIPANTS MANAGE SIDE EFFECTS OF CANCER TREATMENT, REDUCE FATIGUE, AND ENHANCE OVERALL PHYSICAL FITNESS. THROUGH EVIDENCE-BASED INTERVENTIONS AND A SUPPORTIVE ENVIRONMENT, THE PROGRAM PROVIDES INDIVIDUALS TRANSITIONING FROM CANCER TREATMENT TO SURVIVORSHIP WITH THE TOOLS AND RESOURCES TO MAINTAIN A HEALTHY LIFESTYLE.COMMUNITY BUILDING - WORKFORCE DEVELOPMENT:MOFFITT DEVELOPED A MENTORING PROGRAM CALLED "VOLUNTEEN" WHERE HIGH SCHOOL STUDENTS CAN VOLUNTEER AT MOFFITT. THE PROGRAM IS DESIGNED TO EXPOSE TEENS TO HEALTHCARE CAREERS, EDUCATE THEM ON THE IMPORTANCE OF PROVIDING HEALTHCARE TO THE COMMUNITY, AND HOW MOFFITT AND OTHER HEALTHCARE ORGANIZATIONS PLAY A ROLE IN MEETING THE NEEDS OF THE COMMUNITY. THEVOLUNTEERS ARE GUIDED THROUGH VARIOUS DEPARTMENTS THROUGHOUT THE ORGANIZATION AND RECEIVE HANDS ON EXPERIENCE IN THE AREAS ASSIGNED. IN FY24, 36 MOFFITT DEPARTMENTS RECEIVED ASSISTANCE FROM STUDENTS WHO VOLUNTEERED FOR 5,176.54 HOURS. PART III, LINE 2: THE METHODOLOGY USED TO CALCULATE BAD DEBT EXPENSE WAS CALCULATING THE COST TO CHARGE RATIO, USING PATIENT EXPENSES TO GROSS CHARGES, AND APPLYING IT TO THE BAD DEBT PROVISION IN PART III, LINE 4. PART III, LINE 4: ADDITIONS TO THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS ARE MADE BY MEANS OF THE PROVISION FOR BAD DEBTS. ACCOUNTS ARE WRITTEN OFF WHEN DEEMED TO BE UNCOLLECTIBLE AND ARE DEDUCTED FROM THE PATIENT'S ACCOUNTS RECEIVABLE BALANCE.THE AMOUNT OF THE PROVISION FOR BAD DEBTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS, BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN FEDERAL AND STATE GOVERNMENT HEALTHCARE COVERAGE AND OTHER COLLECTION INDICATORS. ONE TOOL USED IN MANAGEMENT'S ASSESSMENT IS A DETAILED REVIEW OF HISTORICAL COLLECTIONS AND WRITE-OFFS AT THE CANCER CENTER THAT REPRESENT A MAJORITY OF THE CANCER CENTER'S REVENUES AND ACCOUNTS RECEIVABLE. THE RESULTS OF THE DETAILED REVIEW OF HISTORICAL COLLECTIONS AND WRITE-OFFS EXPERIENCE, ADJUSTED FOR CHANGES IN TRENDS AND CONDITIONS, ARE USED TO EVALUATE THE ALLOWANCE AMOUNT FOR THE CURRENT PERIOD. PART III, LINE 8: THE COSTING METHODOLOGY USED TO DETERMINE THE AMOUNT OF MEDICARE ALLOWABLE COSTS IS THE STEP-DOWN METHOD WHICH DISALLOWS CERTAIN COSTS TO BE CONSIDERED AS COSTS RELATED TO PATIENT CARE. MEDICARE SHORTFALLS WHICH ARE COSTS INCURRED BY THE HOSPITAL TO PROVIDE QUALITY CARE AND TREATMENT OF ITS PATIENTS SHOULD BE TREATED AS COMMUNITY BENEFIT. TO NOT INCUR THESE COST WOULD POTENTIALLY LIMIT OR EVEN COMPROMISE THE QUALITY OF SERVICE PROVIDED TO THE ELDERLY OR DISABLED. PART III, LINE 9B: PATIENTS ARE SCREENED DURING THE ADMISSIONS PROCESS TO ASSESS THE NEED FOR FINANCIAL ASSISTANCE. HOWEVER, IF AT ANY POINT IN THE COLLECTION PROCESS IT IS DETERMINED THAT THE PATIENT MAY BE UNABLE TO MEET HIS OR HER OBLIGATION, THE PATIENT WILL BE SENT AN APPLICATION FOR FINANCIAL ASSISTANCE OR CHARITY ADJUSTMENT. IF PATIENT DOES NOT EXPRESS THE INABILITY TO PAY PRIOR TO BILLING, AN INVOICE IS SENT TO THE PATIENT WHICH INCLUDES CONTACT INFORMATION FOR A PATIENT SERVICE REPRESENTATIVE IF THE PATIENT NEEDS FINANCIAL ASSISTANCE. A HOSPITAL REPRESENTATIVE WILL MAKE EVERY EFFORT TO WORK WITH THE PATIENT TO DETERMINE WHETHER FINANCIAL ASSISTANCE IS NEEDED. IF THE PATIENT DOES NOT STATE THE NEED OR DOES NOT QUALIFY FOR FINANCIAL ASSISTANCE THEREAFTER, AND PAYMENTS ARE NOT MADE AS AGREED, THE HOSPITAL REPRESENTATIVE MAY OFFER REASONABLE PAYMENT PLANS TO HELP PATIENTS MEET THEIR FINANCIAL OBLIGATIONS. PART VI, LINE 2: THE CANCER CENTER IS HEAVILY INVOLVED IN THE COMMUNITY WITH OUTREACH/EDUCATION EFFORTS (E.G., COEE, LUNG AND THORACIC TUMOR EDUCATION PROGRAM (LATTE), HEAD AND NECK CANCER EDUCATION PROGRAM, TBCCN), COMMUNITY-BASED PARTICIPATORY RESEARCH, PARTICIPATION IN COMMUNITY COMMITTEES OR COALITIONS (E.G., HEALTHY HILLSBOROUGH, ALL4HEALTHFL COLLABORATIVE, FLORIDA CANCER CONTROL & RESEARCH ADVISORY COUNCIL (CCRAB)) AND PARTNERSHIPS WITH FEDERALLY-QUALIFIED HEALTH CENTERS AND FREE CLINICS. THESE EFFORTS ENSURE THE ORGANIZATION IS CONTINUOUSLY ASSESSING THE HEALTH CARE NEEDS OF THE COMMUNITY. THE CHNA REPORT EXPLAINS THE PROCESS OF ASSESSING THE NEEDS OF THE COMMUNITY. WE ENGAGED COMMUNITY MEMBERS THROUGH EXTENSIVE ANALYSIS OF SECONDARY DATA, AN ONLINE SURVEY IN ENGLISH AND SPANISH, AS WELL AS INTERVIEWS WITH KEY COMMUNITY AND PUBLIC HEALTH STAKEHOLDERS DURING THE COMPLETION OF THE NEEDS ASSESSMENT. THE REPORT CAN BE FOUND ON OUR WEBSITE. TO ENHANCE THE CANCER CENTER'S ABILITY TO ADDRESS COMMUNITY HEALTH NEEDS, IT WENT THROUGH A COMPREHENSIVE COMMUNITY BENEFIT INVENTORY TO GET A COMPLETE VIEW OF THE COMMUNITY BENEFIT PROGRAMS THE HOSPITAL CURRENTLY PROVIDES, AND TO INDENTIFY AREAS TO IMPROVE. THE COMMUNITY BENEFIT INVENTORY RESULTED IN THE MOST COMPREHENSIVE LINKAGE OF THE CANCER CENTER'S COMMUNITY BENEFIT PROGRAMS TO OUR MOST RECENT IMPLEMENTATION STRATEGY. THE CANCER CENTER TRACKS THE PROGRESS MADE IN EACH OF THE PRIORITIZED HEALTH AREAS, GOALS, AND ACTIVITES ON A QUARTERLY AND YEARLY BASIS. THE CANCER CENTER'S COMMUNITY OUTREACH, ENGAGEMENT, AND EQUITY (COEE) TEAM DEVELOPED OUR SECOND VERSION OF MOFFITT CANCER CENTER'S CATCHMENT AREA PROFILE THAT HIGHLIGHTS CANCER RELEVANT DATA INCLUDING INCIDENCE, RISK FACTORS, AND PREVENTION BEHAVIORS TO HELP STAKEHOLDERS MAKE INFORMED DECISIONS ABOUT THEIR RESEARCH, EDUCATION, AND OUTREACH PRIORITIES RELATED TO THE CANCER CENTER'S 23-COUNTY CATCHMENT AREA. THE CATCHMENT AREA PROFILE SERVES AS A SYNTHESIS OF HEALTH-RELATED PRIORITIES MOFFITT CANCER CENTER WORKS ON, AND PROVIDES THE OPPORTUNITY FOR FACULTY AND COMMUNITY MEMBERS TO REQUEST ANY DATA (DE-IDENTIFIED WHERE APPLICABLE) LISTED IN THE CATCHMENT AREA PROFILE FOR THEIR OWN USE. THE OFFICE OF COEE FACILITATES DATA REQUESTS FOR THE CANCER AND NON-CANCER RELATED DATA WITHIN THE CATCHMENT AREA PROFILE, AVAILAIBLE TO THE COMMUNITY. PART VI, LINE 3: PUBLICATION OF THE POLICY: A. THE CANCER CENTER HAS PLACED SIGNAGE IN THE ADMISSION AREAS OF THE HOSPITAL INFORMING PATIENTS OF FINANCIAL ASSISTANCE AND MAKES ITS POLICY, THE FINANCIAL ASSISTANCE APPLICATION, AND THE PLAIN LANGUAGE SUMMARY OF THE POLICY WIDELY AVAILABLE ON ITS WEBSITE. INDIVIDUALS WITH ACCESS TO THE INTERNET CAN ACCESS, DOWNLOAD, VIEW, AND PRINT A HARD COPY OF THIS POLICY, THE FINANCIAL ASSISTANCE APPLICATION, AND THE PLAIN LANGUAGE SUMMARY OF THIS POLICY FROM THE WEBSITE: I. WITHOUT REQUIRING SPECIAL COMPUTER HARDWARE OR SOFTWARE (OTHER THANSOFTWARE THAT IS READILY AVAILABLE TO MEMBERS OF THE PUBLIC WITHOUTPAYMENT OF ANY FEE); II. WITHOUT PAYING A FEE TO THE CENTER; AND III. WITHOUT CREATING AN ACCOUNT OR BEING OTHERWISE REQUIRED TO PROVIDEPERSONALLY-IDENTIFIABLE INFORMATION. B. THE CANCER CENTER PROVIDES INDIVIDUALS WHO ASK HOW TO ACCESS A COPY OF THE POLICY, THE FINANCIAL ASSISTANCE APPLICATION, AND THE PLAIN LANGUAGE SUMMARY OF THE POLICY ONLINE WITH THE DIRECT WEBSITE ADDRESS, OR URL, OF THE WEB PAGE WHERE THE POLICY, THE FINANCIAL ASSISTANCE APPLICATION, AND THE PLAIN LANGUAGE SUMMARY OF THE POLICY ARE POSTED. C. THE CANCER CENTER WILL MAKE PAPER COPIES OF THIS POLICY, THE FINANCIAL ASSISTANCE APPLICATION, AND THE PLAIN LANGUAGE SUMMARY OF THIS POLICY AVAILABLE UPON REQUEST AND WITHOUT CHARGE, BOTH BY MAIL AND IN PUBLIC LOCATIONS AT THE CANCER CENTER, INCLUDING ANY ADMISSIONS AREAS. D. THE CANCER CENTER WILL NOTIFY AND INFORM PATIENTS WHO RECEIVE CARE AT THE CANCER CENTER ABOUT THIS POLICY NOT ONLY BY SIGNAGE IN THE ADMISSION AREAS BUT ALSO BY OFFERING A PAPER COPY OF THE PLAIN LANGUAGE SUMMARY OF THE FINANCIAL ASSISTANCE POLICY AS PART OF THE INTAKE OR DISCHARGE PROCESS. IN ADDITION, THE CANCER CENTER REPRESENTATIVE WILL ALSO GUIDE A PATIENT TO THE WEBSITE OR URL WHERE COPIES OF THIS POLICY, THE FINANCIAL ASSISTANCE APPLICATION, AND THE PLAIN LANGUAGE SUMMARY OF THIS POLICY MAY BE OBTAINED. THE CANCER CENTER ALSO INCLUDES A CONSPICUOUS WRITTEN NOTICE ON BILLING STATEMENTS THAT NOTIFIES AND INFORMS RECIPIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE UNDER THIS POLICY ALONG WITH THE TELEPHONE NUMBER OF THE OFFICE OR DEPARTMENT THAT CAN PROVIDE INFORMATION RELATED TO THE POLICY AND THE FINANCIAL ASSISTANCE APPLICATION PROCESS. E. AT ANY TIME DURING THE PATIENT'S TREATMENT THE PATIENT MAY REQUEST A COPY OF THIS POLICY, THE FINANCIAL ASSISTANCE APPLICATION, OR THE PLAIN LANGUAGE SUMMARY OF THIS POLICY. F. IF A MEMBER OF THE WORKFORCE BECOMES AWARE OF THE PATIENT'S NEED FOR FINANCIAL ASSISTANCE DURING THE ADMISSION PROCESS, THE PATIENT SERVICE REPRESENTATIVE WILL PROVIDE THE PATIENT WITH THE NECESSARY INFORMATION NEEDED TO APPLY FOR FINANCIAL ASSISTANCE. G. THE CANCER CENTER WILL ALSO TRANSLATE THIS POLICY, THE FINANCIAL ASSISTANCE APPLICATION, AND THE PLAIN LANGUAGE SUMMARY OF THIS POLICY INTO THE PRIMARY LANGUAGES SPOKEN BY ALL SIGNIFICANT POPULATIONS SERVED BY THE CENTER WHEN REQUESTED. PART VI, LINE 4: THE CANCER CENTER RELIES ON CENSUS DATA AS A WAY TO IDENTIFY AREAS OF POTENTIAL HEALTH CARE NEEDS AND DISPARITIES WITHIN ITS PRIMARY SERVICE AREA AND THE BROADER COMMUNITY. WITH THAT DATA THE CANCER CENTER DEVELOPS A STRATEGY BY CONDUCTING KEY INFORMANT INTERVIEWS WITH PUBLIC HEALTH AND COMMUNITY STAKEHOLDERS AND ONLINE SURVEYS FOR THE DEVELOPMENT OF HEALTH PROGRAMS AND INTERVENTIONS FOR A HEALTHIER COMMUNITY. THE CANCER CENTER'S PRIMARY SERVICE AREA BASED ON PATIENT VISITS IS COMPRISED OF 4 COUNTIES IN WEST CENTRAL FLORIDA: HILLSBOROUGH, PASCO, PINELLAS, AND POLK. THE 2023 U.S. CENSUS BUREAU'S ESTIMATES THAT THIS PRIMARY SERVICE AREA HAS A DIVERSE POPULATION WITH OVER 3.9 MILLION RESIDENTS, 78.09% WHITE RESIDENTS, 14.66% BLACK RESIDENTS, AND 7.25% HISPANIC & OTHER RESIDENTS. OVERALL THE AVERAGE HOUSEHOLD INCOME OF THE PRIMARY SERVICE AREAS IS $69,083, WITH 12% BELOW POVERTY LEVEL AND SENIORS (AGE 65+) MAKE UP 20.9% OF THE PRIMARY SERVICE AREA'S POPULATION. WHEN DETERMINING HEALTH NEEDS IN 2022, THE CANCER CENTER RECOGNIZED THE NEED TO EXPAND ITS SERVICES TO A BROADER COMMUNITY, FOCUSING ON SAVING MORE LIVES BY PROVIDING EQUITABLE ACCESS TO HEALTH AND CANCER CARE EDUCATION AND RESOURCES. THE CANCER CENTER'S AREA OF SERVICES, THE CATCHMENT AREA, CONTINUES TO INCLUDE 2 REGIONS OF FLORIDA, THE SOUTHWEST AND EAST CENTRAL REGIONS WHICH INCORPORATES NOT ONLY THE 4 COUNTIES IN THE PRIMARY SERVICE AREA MENTIONED ABOVE, BUT ALSO 19 ADDITIONAL COUNTIES: BREVARD, CHARLOTTE, CITRUS, COLLIER, DESOTO, GLADES, HARDEE, HENDRY, HERNANDO, HIGHLANDS, LAKE, LEE, MANATEE, MARION, ORANGE, OSCEOLA, SARASOTA, SEMINOLE, AND SUMTER. THE CATCHMENT AREA'S RESIDENTS ARE MADE UP OF ROUGHLY 11 MILLION RESIDENTS, 26.74% WHICH ARE SENIORS (AGE 65+), WITH AN AVERAGE HOUSEHOLD INCOME OF $66,770, 13.15% BEING BELOW POVERTY LEVEL. IN EXPANDING THE CATCHMENT AREA, THE CANCER CENTER ALSO BROADENED ITS COMMUNITY PARTNERSHIPS AND ALLIANCES TO MEET THE IDENTIFIED NEEDS IN ITS CHNA. PART VI, LINE 5: MOFFITT'S CHNA IMPLEMENTATION PLAN OUTLINES THE ORGANIZATIONAL EFFORTS IN PROMOTING THE HEALTH OF OUR COMMUNITY AND ADDRESSING CANCER PREVENTION AND EARLY DETECTION. THE M-POWER OUTREACH TEAM IS DEDICATED TO ADDRESSING THE CANCER NEEDS OF UNDERSERVED POPULATIONS THROUGH EDUCATION, COMMUNITY COLLABORATIONS, AND NAVIGATION OF SERVICES. BELOW ARE ACCOMPLISHMENTS AND ACTIVITES IN FISCAL YEAR 2024:COMMUNITY INVOLVEMENTMOFFITT HAS 2 COMMUNITY ADVISORY BOARDS AND BOTH HAVE COMMUNITY REPRESENTATION. THE TAMPA BAY COMMUNITY CANCER NETWORK (TBCCN) HAS 29 PARTNERS COVERING 11 OF 23 COUNTIES IN OUR CATCHMENT AREA, BUT PROVIDING SERVICES TO RESIDENTS IN MORE THAN THOSE 11 COUNTIES. WITHIN TBCCN THERE ARE WORKGROUPS THAT REPRESENT DIFFERENT INTERESTS AMONG THE MEMBERS AND INITIATIVES THAT MOFFITT IS FOCUSING ON, BACKED BY DATA. WORKGROUPS INCLUDE: CANCER SURVIVORSHIP; SCREENING, BIOBANKING AND VACCINATION; YOUTH IN ACTION; AND PEOPLE WITH HIV (PWH). MEMBERS INCLUDE: AMERICAN CANCER SOCIETY, ADVENT HEALTH, BEST: BRAIN EXPANSIONS SCHOLASTIC TRAINING, CONCORDE CAREER INSTITUTE, FACES OF COURAGE FOUNATION, INC., FARMER'S SELF-HEALTH, INC., HAITIAN ASSOCIATION OF TAMPA BAY, INC., FLORIDA VOICES FOR HEALTH, INC., FLORIDA DEPARTMENT OF HEALTH (HILLSBOROUGH, PINELLAS, PASCO), HILLSBOROUGH ORGANIZATION FOR PROGRESS AND EQUITY (HOPE), INC., JAMES B. SANDERLIN NEIGHBORHOOD FAMILY CENTER, LATINAS UNIDAS POR UN NUEVO AMANECER, INC (LUNA INC), THE LEUKEMIA & LYMPHOMA SOCIETY, BAY CARE MORTON PLANT HOSPITAL - CANCER PATIENT SUPPORT SERVICES (CAPSS), PREMIER COMMUNITY HEALTHCARE GROUP, INC., SISTAHS SURVIVING BREAST CANCER, SUNCOAST COMMUNITY HEALTH CENTERS, SUNCOAST HOSPICE/EMPATH HEALTH, TAMPA FAMILY HEALTH CENTERS, UNIVERISTY AREA DEVELOPMENT CORPORATION, FRONT PORCH COMMUNITY DEVELOPMENT ASSOCIATION, INC., TAMPA BAY HEALTH CARE COLLABORATIVE, CENTRAL FLORIDA HEALTHCARE, INC., WORKGROUP ENHANCING COMMUNITY ADVOCACY & RESEARCH ENGAGEMENT (WE-CARE), YMCA OF THE SUNCOAST, UNITED WAY SUNCOAST, HEALTH CHOICE NETWORKS, INC., USF INFECTIOUS DISEASE FELLOWSHIP PROGRAM, USF MORSANI COLLEGE OF MEDICINE, USF COLLEGE OF PUBLIC HEALTH, AND YBOR YOUTH CLINIC. THE PATIENT AND FAMILY ADVISORY COUNCIL (PFAC) IS COMPOSED OF 29 MEMBERS SPANNING VARIOUS MOFFITT DEPARTMENTS, BUT IMPORTANTLY 55% REPRESENT PATIENTS AND FAMILIES OF PATIENTS, WITH 12 PATIENT ADVISORS AND 4 FAMILTY ADVISORS (FAMILTY MEMBERS OF PATIENTS) TO GUIDE THE DEVELOPMENT OF PATIENT-FOCUSED INIATIVES AT MOFFITT CANCER CENTER. MOFFITT'S 2022 CHNA INCLUDED 64 INTERVIEWS WITH KEY PUBLIC HEALTH AND COMMUNITY STAKEHODLERS. COMMUNITY PARTNERS REPRESENTED 86% OF THE KEY STAKEHOLDER INTERVIEWS, INCLUDING MEMBERS OF TBCCN AND PFAC AS ALL 23 OF THE COUNTY HEALTH DEPARTMENTS IN MOFFITT'S 23 COUNTY CATCHMENT AREA. ALTHOUGH MOFFITT CANCER CENTER IS CONDUCTING ITS OWN INDEPENDENT CHNA, IN FY24 MOFFITT'S COMMUNITY BENEFIT SPECIALIST CONTINUES TO PROVIDE SUPPORT AND EXPERTISE TO THE ALL4HEALTHFL COLLABORATIVE'S JOINT 2025 CHNA AND THE HEALTHY HILLSBOROUGH COMMITTEE. ECONOMIC IMPACTIN FY24, SUPPORT FOR COMMUNITY ORGNAIZATION RESEARCH ENGAGEMENT (SCORE) PARTNERED WITH YMCA OF THE SUNCOAST TO CREATE THE YMCA SURVIVORSHIP & WELLNESS PROGRAM POWERED BY MOFFITT. THIS PROGRAM IS A RESEARCH-BASED PHYSICAL ACTIVITY AND WELL-BEING PROGRAM THAT IS DESIGNED TO HELP ADULT CANCER SURVIVORS. THE PROGRAM HELPS REDUCE THE SEVERITY OF THERAPY SIDE EFFECTS, PREVENT UNWANTED WEIGHT CHANGES, AND IMPROVE ENERGY LEVELS. THE YMCA OF THE SUNCOAST WILL BE OFFERING THIS PROGRAM TO RESIDENTS OF PINELLAS, PASCO, HERNANDO, AND CITRUS COUNTIES (CITRUS MEMORIAL HEALTH FOUNDATION, CLEARWATER YMCA, GREATER PALM HARBOR, GREATER RIDGECREST, HERNANDO COUNTY, JAMES P. GILLS, JOHN GEIGLE YMCA IN NORTH PINELLAS). GOOD NEIGHBORSMOFFITT CANCER CENTER HAS EARNED THE 2024 LGBTQ+ HEALTHCARE EQUALITY LEADER DESIGNATION FROM THE HUMAN RIGHTS CAMPAIGN, ACHIEVING A PERFECT SCORE OF 100. THIS RECOGNITION HIGHLIGHTS MOFFITT'S COMMITMENT TO CREATING AN INCLUSIVE AND RESPECTFUL ENVIRNOMENT FOR ALL PATIENTS, INCLUDING LGBTQ+ INDIVIDUALS, WITH POLICIES IN PLACE TO SUPPORT DIVERSE SEXUAL ORIENTATIONS AND GENDER IDENTITIES. HTTPS://WWW.MOFFITT.ORG/ENDEAVOR/ARCHIVE/MOFFITT-EARNS-2024-LGBTQ-HEALTHCARE-EQUALITY-LEADER-DESIGNATION/RECOGNITIONMOFFITT CANCER CENTER, IN COLLABORATION WITH GLOBAL RESEARCH GROUPS, DEVELOPED A GROUNDBREAKING INDIVIDUALIZED PREDICTIVE MODEL FOR MULTIPLE MYELOMA TREATMENT. THE MODEL, CALLED IRMMA, USES ADVANCED GENOMIC PROFILING AND DEEP NEURAL NETWORKS TO PREDICT PATIENT RESPONSES TO DIFFERENT THERAPIES, OFFERING MORE PERSONALIZED TREATMENT OPTIONS. THIS NEW APPROACH IMPROVES UPON EXISTING TOOLS LIKE FISH AND GENE EXPRESSION TESTS, WHICH DO NOT FULLY ACCOUNT FOR PATIENT VARIABILITY. THE MODEL HAS BEEN RIGOROUSLY VALIDATED AND CAN BE ADAPTED OVER TIME TO INCORPORATE NEW GENOMIC DATA AND TREATMENTS.HTTPS://WWW.MOFFITT.ORG/NEWSROOM/NEWS-RELEASES/MOFFITT-DEVELOPS-FIRST-INDIVIDUALIZED-PREDICTIVE-MODEL-FOR-MULTIPLE-MYELOMA-TREATMENT/RESPONDING TO NEEDSIN FY24, THE COEE RESOURCE SPECIALIST AND COMMUNITY NAVIGATOR FACILIATED THE USE OF 432 VOUCHERS FOR COMMUNITY MEMBERS TO ACCESS FREE BREAST CANCER SCREENINGS. THE MAJORITY OF RECIPIENTS WERE HISPANIC (96.06%) WITH AN AVERAGE AGE OF 46 YEARS. THE CRITERIA FOR THE BREAST CANCER VOUCHER PROGRAM IS EXPANDING TO INCLUDE RESIDENTS IN HILLSBOROUGH AND PINELLAS COUNTIES. THE THORACIC ONCOLOGY PROGRAM WAS ABLE TO PROVIDE 11 VOUCHERS TO RECEIVE FREE CT LUNG SCREENINGS. MOFFITT CANCER CENTER IN FY24 PARTICIPATED IN 314 HEALTH EDUCATION EVENTS (HEALTH EDUCATION WORKSHOPS, SUPPORT GROUPS, MEET THE EXPERT, HEALTH FAIRS) WITHIN THE TAMPA BAY AREA, SERVING 19,810 PEOPLE. MOFFITT'S MOLE PATROL SKIN CANCER SCREENING MOBILE UNIT AND THE HEAD AND NECK DEPARTMENT PARTICIPATED IN 19 SCREENING EVENTS, BY PROVIDING FREE CANCER SCREEING TO 1,620 PEOPLE WITHIN THE TAMPA BAY AREA. VOLUNTEER ACTIVITIESIN FY24, 252 MOFFITT FACULTY AND STAFF DONATED BLOOD, TOTALING 427.75 HOURS OF DONATED TIME. THERE WERE 37 MOFFITT FACULTY AND STAFF THAT DONATED 186 HOURS OF VOLUNTEER TIME OFF (VTO). PART VI, LINE 6: TO FURTHER THE MISSION OF CONTRIBUTING TO THE PREVENTION AND CURE OF CANCER, MOFFITT CANCER CENTER COLLABORATES WITH RESPECTED ACADEMIC, HOSPITAL SYSTEMS, REGIONAL CARE CENTERS, AND PHYSICIANS' GROUPS KNOWN AS THE "MOFFITT ONCOLOGY NETWORK." WHOLLY COMMITTED TO MOFFITT'S MODEL OF PATIENT-CENTERED, INTEGRATED CANCER CARE, THE MOFFITT ONCOLOGY NETWORK IS HELPING MOFFITT DEVELOP A PREMIER CANCER CARE DELIVERY SYSTEM, FOCUSED SOLELY ON PROVIDING PATIENTS THE BEST PERSONALIZED CANCER CARE. THE MOFFITT ONCOLOGY NETWORK IMPLEMENTS MOFFITT'S CLINICAL CARE MODEL, INCLUDING MULTIDISCIPLINARY CANCER CARE, PEER REVIEW, CLINICAL PATHWAYS AND QUALITY ASSURANCE.THE COMMUNITY HEALTH NEEDS ASSESSMENT DETERMINED OPPORTUNITIES THAT CAN BE ADDRESSED BY THE CANCER CENTER AS A WHOLE. THE CANCER CENTER'S NON-HOSPITAL FACILITIES DEDICATED TO SERVING INDIVIDUALS WHO ARE IN NEED OF FINANCIAL ASSISTANCE, HELPING TO DEVELOP AND FUND COMMUNITY PROGRAMS AND PERFORM TRANSLATIONAL RESEARCH TO BENEFIT THE COMMUNITY, INCLUDE MOFFITT FOUNDATION, MOFFITT MEDICAL GROUP, AND MOFFITT RESEARCH. MOFFITT FOUNDATION SOLICITS FUNDS TO SUPPORT THE WORK OF THE CANCER CENTER. DONATIONS MAINTAINED BY THE FOUNDATION MAY BE USED FOR A SPECIFIC PROGRAM OR MAY BE USED TO FURTHER THE OVERALL NEEDS OF THE COMMUNITY. MOFFITT MEDICAL GROUP EMPLOYS PHYSICIANS THAT STAFF THE HOSPITAL AND PROVIDE CLINICAL RESEARCH TO THE CANCER CENTER HEALTH CARE SYSTEM. THESE PHYSICIANS PROVIDE MEDICAL SERVICES TO THOSE PATIENTS THAT QUALIFY FOR FINANCIAL ASSISTANCE. IN ADDITION, PHYSICIANS PARTICIPATE IN COMMUNITY RELATED PROGRAMS PROVIDING EDUCATION AND TRAINING. MOFFITT'S CANCER RESEARCH FACILITY PERFORMS STUDIES AND INVESTIGATIONS TO GENERATE GENERALIZABLE KNOWLEDGE AVAILABLE TO THE PUBLIC. THE RESEARCH FACILITY IS ALSO THE PARENT COMPANY OF THE CANCER CENTER HEALTH CARE SYSTEM THAT PLANS, DEVELOPS, AND IMPLEMENTS COMMUNITY BENEFIT PROGRAMS TO ADDRESS COMMUNITY NEEDS SEPARATELY FROM, AS WELL AS IN COLLABORATION WITH, THE HOSPITAL. COMMUNITY BENEFIT EXPENSES PERFORMED BY RELATED ENTITIES:MOFFITT MEDICAL GROUP:FINANCIAL ASSISTANCEMOFFITT MEDICAL GROUP OFFERS ADDITIONAL CHARITY CARE IN THE FORM OF FINANCIAL ASSISTANCE TO PATIENTS BILLED BY THE MEDICAL GROUP.FINANCIAL ASSISTANCE AT COST WAS $2,147,261PERCENT OF TOTAL MMG ENTITY EXPENSE: .63%PERCENT OF COMBINED EXPENSE: .085%MOFFITT MEDICAL GROUP'S BAD DEBT EXPENSE AT COST: $520,825HEALTH PROFESSIONAL'S EDUCATIONMOFFITT MEDICAL GROUP FACULTY CONTINUE TO DEVOTE THEMSELVES TO THE DEVELOPMENT OF GRADUATE MEDICAL STUDENTS.MOFFITT MEDICAL GROUP:HEALTH PROFESSIONALS EDUCATION COSTS TOTALED $8,836,096PERCENT OF TOTAL MMG ENTITY EXPENSE: 2.61%PERCENT OF COMBINED EXPENSE: .35%MOFFITT RESEARCH:MOFFITT RESEARCH PERFORMS ONGOING STUDIES THAT BENEFIT THE SURROUNDING COMMUNITIES NOW AND INTO THE FUTURE.DIRECT AND INDIRECT RESEARCH COSTS TOTALED $126,055,224PERCENT OF TOTAL RESEARCH ENTITY EXPENSE: 37.04%PERCENT OF COMBINED EXPENSE: 5.00%HEALTH PROFESSIONAL'S EDUCATION:CERTAIN MOFFITT RESEARCH FACULTY ALSO DEVOTE THEMSELVES TO THE DEVELOPMENT OF GRADUATE MEDICAL STUDENTS.HEALTH PROFESSIONAL'S EDUCATION COSTS TOTALED $516,007PERCENT OF TOTAL RESEARCH ENTITY EXPENSE: .15%PERCENT OF COMBINED EXPENSE: .02%COMMUNITY BUILDING ACTIVITIES:MOFFITT RESEARCH, AS THE PARENT ENTITY OF MOFFITT AFFILIATES, AT TIMES SHOULDERS THE FINANCIAL BURDEN TO SPONSOR CERTAIN COMMUNITY BUILDING EFFORTS. FOR INSTANCE, IN FY24 MOFFITT RESEARCH PAID $50,000 TOWARD THE YMCA SURVIVORSHIP PROGRAM.CARING FOR PATIENTS WHO CANNOT AFFORD TO PAY FOR QUALITY CANCER CARE IS AN IMPORTANT PART OF MOFFITT'S COMMITMENT TO FLORIDA'S CITIZENS AND IT IS THE INTENTION OF MOFFITT TO OFFER FINANCIAL ASSISTANCE TO ITS MOST MEDICALLY AND FINANCIALLY NEEDY PATIENTS. AS SUCH, MOFFITT PRIDES ITSELF IN OFFERING TREATMENT TO PATIENTS WITH A DIVERSE RANGE OF FINANCIAL CONDITIONS. WITH THE RISING COST OF LABOR DUE TO INFLATION AND THE NEED TO COMPETE TO MAINTAIN CLINICAL STAFF, TOTAL EXPENSES HAVE INCREASED IN EXCESS OF 16% FROM THE PRIOR YEAR, DILUTING MOFFITT'S COMMUNITY BENEFIT PERCENTAGE IN COMPARISON TO THE PRIOR YEAR. IN ADDITION, MOFFITT'S SEGMENTED STRUCTURE CAUSES COMMUNITY BENEFIT COSTS SUCH AS RESEARCH AND HEALTH PROFESSIONAL EDUCATION TO BE GROSSLY UNDERSTATED ON SCHEDULE H, AS THE MAJORITY OF THESE ACTIVITIES ARE PERFORMED BY OTHER NON-HOSPITAL NONPROFIT ENTITIES WITHIN OUR ORGANIZATIONAL STRUCTURE. FOR THE CURRENT TAX YEAR, IF COMMUNITY BENEFIT FIGURES WERE RESTATED TO BE INCLUSIVE OF OUR AFFILIATE ENTITIES MOFFITT MEDICAL GROUP AND MOFFITT RESEARCH, THE TOTAL COMMUNITY BENEFIT EXPENSE PERCENTAGE IS PROJECTED TO EXCEED 7%. PART I, LINE 7 TOTAL COMMUNITY BENEFIT PERCENTAGE SEE ADDITIONAL INFORMATION IN PART VI, LINE 6 TO LEARN HOW THE MOFFITT AFFLIATED HEALTH SYSTEM AS A WHOLE PROVIDES COMMUNITY BENEFIT IN EXCESS OF 7%. PART VI, LINE 7 THE HOSPITAL DOES NOT FILE A COMMUNITY BENEFIT REPORT WITH ANY U.S. STATE. 1 H LEE MOFFITT CC&RI INC 12902 MAGNOLIA DRIVE TAMPA FL 33612 592451713 501(C)(3) 20596052 0 INTERCOMPANY SUPPORT USF FOUNDATION INC 4202 E FOWLER AVE ALC 1000 TAMPA FL 33620 590879015 501(C)(3) 50000 0 SPONSORSHIP 2 0 PART I, LINE 2: THE GRANT LISTED AS INTERCOMPANY SUPPORT IN SCHEDULE I, PART II, IS ONLY MADE TO A RELATED ORGANIZATION TO SUPPORT ITS OPERATIONS. THE ORGANIZATION MAY ALSO, FROM TIME TO TIME, GIVE DONATIONS OR SPONSORSHIPS TO OTHER ORGANIZATIONS THAT ALIGN WITH OUR MISSION. THE ORGANIZATIONS ARE VETTED AND APPROVED BEFORE THE GRANT OR SPONSORSHIP IS GIVEN AND UNLESS OTHERWISE NOTED, THESE AMOUNTS ARE GRANTED FOR GENERAL PURPOSES AND DO NOT REQUIRE SPECIFIC MONITORING AS TO USE. X 0 1 0 1 0 0 0 1 1 0 0 PATRICK HWU FRM HOSPITAL PRES AS OF 10/31/21 0 1187819 0 377486 0 9457 0 152929 0 4313 0 1732004 0 0 YVETTE M LYONS TREMONTI EVP-CFAO & ASST TREASURER TO 5/17/24 0 772296 0 212568 0 57818 0 362337 0 38529 0 1443548 0 0 G DOUGLAS LETSON EVP-PHYS IN CHIEF TO 6/2/24 789810 0 219602 0 64208 0 281091 0 27218 0 1381929 0 0 0 L DAVID DE LA PARTE EVP-GEN COUNSEL; ASST SEC TO 6/11/24 0 643431 0 178715 0 43128 0 365841 0 29834 0 1260949 0 0 ROBERT KEENAN VP-CHIEF MEDICAL OFFICER TO 1/20/24 663798 0 152106 0 56320 0 150204 0 26481 0 1048909 0 0 0 SARABDEEP SINGH HOSPITAL PRESIDENT 0 682357 0 185203 0 4902 0 87740 0 38053 0 998255 0 0 JOANNA WEISS EVP-CFAO & ASST TREAS AS OF 5/19/24 0 407594 0 94914 0 25806 0 158381 0 36877 0 723572 0 0 KAREN WARTENBERG VP MOFFITT MEDICAL GROUP 347969 0 78582 0 15621 0 250821 0 4906 0 697899 0 0 0 VLADIMIR FEYGELMAN SR MBR PHYSICIST-RAD ONC 283464 0 29534 0 8988 0 299376 0 24831 0 646193 0 0 0 STUART G WASSERMAN DIR CLINICAL PHYSICS 295172 0 36159 0 41742 0 240946 0 30451 0 644470 0 0 0 EDUARDO G MOROS SR MBR PHYSICIST-RAD ONC 372040 0 0 0 7421 0 222590 0 35316 0 637367 0 0 0 GEOFFREY G ZHANG SR MBR PHYSICIST-RAD ONC 292283 0 16082 0 9274 0 294257 0 16623 0 628519 0 0 0 TIM HEMBREE VP CHIEF QUALITY OFF AS OF 7/9/23 189083 188631 61884 20500 1555 3564 104197 22197 13279 9059 369998 243951 0 0 MATTHEW BEDNAR VP-AMBULATORY/VIRTUAL CARE OPS 326416 0 77073 0 1127 0 108135 0 36601 0 549352 0 0 0 KELLY GONZALVO VP PATIENT CARE/CNO 339029 0 57070 0 25886 0 70634 0 7414 0 500033 0 0 0 HENRY REYES VP-PARTNERSHIP DEV TO 4/12/24 0 323128 0 75464 0 4847 0 50947 0 27932 0 482318 0 0 EVAN ZASLOW VP PAYER STRATEGIES 314903 0 74264 0 722 0 29422 0 37940 0 457251 0 0 0 TERRENCE WRIGHT VP-FAC & SUP SVCS 0 277274 0 65291 0 4142 0 41284 0 35157 0 423148 0 0 KENNETH KOMORNY VP CHIEF PHARMACY OFFICER 252481 0 54985 0 1322 0 56395 0 35874 0 401057 0 0 0 CHRISTINE ALVERO VP, HOSPITAL OPS (MMH) AS OF 7/1/23 194144 0 28463 0 28135 0 107315 0 30853 0 388910 0 0 0 MARILYN COSTACHE CHIEF RISK OFFICER 208059 0 26984 0 32708 0 46132 0 27125 0 341008 0 0 0 JANE FUSILERO FRM VP-PAT CARE SVS/CNO TO 2/5/23 98414 0 60187 0 24268 0 25700 0 3313 0 211882 0 0 0 PART I, LINE 1A HOSPITAL PAID MEMBERSHIP DUES TO A SOCIAL CLUB FOR G.D. LETSON. THE AMOUNT PAID IS INCLUDED IN G.D. LETSON'S COMPENSATION AS TAXABLE WAGES. PART I, LINE 1B: PAYMENTS MADE FOR SOCIAL CLUB DUES ARE INITIALLY APPROVED BY EXECUTIVE LEADERSHIP AND HUMAN RESOURCES, AND THEN SUBSEQUENTLY REVIEWED/APPROVED BY THE JOINT EXECUTIVE COMPENSATION AND BENEFITS COMMITTEE (JE&BC), A COMMITTEE OF THE INSTITUTE. PART I, LINE 3 FOR TAX YEAR 2023 SARABDEEP SINGH, HOSPITAL'S PRESIDENT, WAS PAID BY A RELATED ORGANIZATION. THE COMPENSATION IS ESTABLISHED BY RELYING ON AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEYS OR STUDIES, AN EXECUTIVE COMPENSATION COMMITTEE, AND THE APPROVAL BY THE BOARD OR THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. PART I, LINE 4B TO BE ELIGIBLE TO PARTICIPATE IN THE 457(F) NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP), PARTICIPANTS MUST ELECT TO CONTRIBUTE AT LEAST 10% ACROSS THE 403(B) AND 457(B) PLANS, AND ARE VESTED AFTER 10 YEARS OF SERVICE. LUMP SUM DISTRIBUTIONS FROM THE ACCOUNT ARE MADE UPON NORMAL RETIREMENT OR TERMINATION. BELOW ARE INDIVIDUALS LISTED ON HOSPITAL'S 2023 FORM 990 PART VII, SECTION A, THAT PARTICIPATED IN THE 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AND THEIR RESPECTIVE AMOUNTS OF COMPENSATION CONSTRUCTIVELY RECEIVED IN TAX YEAR 2023 FROM THE PLAN: MATTHEW P. BEDNAR-$0 LOUIS D. DE LA PARTE-$32,791 JANE FUSILERO-$23,284 PATRICK HWU-$0 ROBERT KEENAN-$47,176 KEN KOMORNY-$0 G. DOUGLAS LETSON-$46,459 YVETTE M. LYONS TREMONTI-$45,116 EDUARDO G. MOROS-$1,750 SARABDEEP SINGH-$0 KAREN WARTENBERG-$12,904 STUART G. WASSERMAN-$1,350 JOANNA WEISS-$24,396 TERRANCE WRIGHT-$0 GEOFFREY ZHANG-$1,750 EVAN ZASLOW-$0 TIMOTHY HEMBREE-$1,750 VLADIMIR FEYGELMAN-$1,465 PART I, LINE 6 IN GENERAL, INCENTIVE COMPENSATION IS BASED ON MOFFITT'S ACHIEVEMENT AGAINST SPECIFIC ORGANIZATIONAL GOALS RELATED TO NET OPERATING INCOME AND ON DIVISION OR INDIVIDUAL GOALS. NET OPERATING INCOME MUST MEET OR EXCEED A CERTAIN THRESHOLD IN ORDER TO TRIGGER A PAYOUT FOR THE ORGANIZATIONAL GOAL COMPONENTS. X EQUIPMENT 1 38777 PURCHASE PRICE 0 0 1 0 PART I, COLUMN (B): THE NUMBER ON LINE 25(B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED, NOT THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING DIRECTORS AND OFFICERS, THAT JOINTLY SERVE ON THE HOSPITAL AND A FOR-PROFIT RELATED ENTITY, QUALIFY AS HAVING A BUSINESS RELATIONSHIP. HOSPITAL & MOFFITT TECHNOLOGIES CORPORATION (MTC): LOUIS D. DE LA PARTE, HOSPITAL OFFICER & MTC OFFICER YVETTE LYONS TREMONTI, HOSPITAL OFFICER & MTC OFFICER FORM 990, PART VI, SECTION A, LINE 6 H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. IS THE SOLE MEMBER OF THE HOSPITAL. FORM 990, PART VI, SECTION A, LINE 7A AS THE SOLE MEMBER OF THE HOSPITAL, H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. ("THE INSTITUTE") SHALL HAVE THE POWER TO APPROVE, DISAPPROVE OR REMOVE ANY MEMBER OF THE BOARD OF DIRECTORS OR OFFICER OF THE HOSPITAL. FORM 990, PART VI, SECTION A, LINE 7B THE INSTITUTE AS THE SOLE MEMBER OF THE CORPORATION SHALL ALSO HAVE THE FOLLOWING POWERS: A. APPROVE, DISAPPROVE OR RECOMMEND THE ADOPTION, CHANGE, AMENDMENT OR REPEAL OF THE ARTICLES OF INCORPORATION OF THE CORPORATION; B. APPROVE, DISAPPROVE OR RECOMMEND THE ADOPTION, CHANGE, AMENDMENT OR REPEAL OF THE BYLAWS OF THE CORPORATION; C. APPROVE, DISAPPROVE OR RECOMMEND THE SELECTION OF A QUALIFIED AUDIT FIRM AND THE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; D. APPROVE OR DISAPPROVE THE TRANSFER, SALE, LEASE OR DISPOSITION OF ANY ASSET OF THE CORPORATION IN EXCESS OF TWO HUNDRED THOUSAND DOLLARS ($200,000.00); E. APPROVE OR DISAPPROVE THE CONFERRING OF ANY LIEN OR SECURITY INTEREST IN ASSETS OF THE CORPORATION IN EXCESS OF ONE MILLION DOLLARS ($1,000,000.00), WHETHER SAME SHALL BE IN CONNECTION WITH EITHER PUBLIC OR PRIVATE FINANCING, OR OTHERWISE; F. APPROVE OR DISAPPROVE ALL DONATIONS OR CHARITABLE CONTRIBUTIONS BY THE CORPORATION IN EXCESS OF TWENTY THOUSAND DOLLARS ($20,000.00) PER CONTRIBUTION OR ANNUAL CONTRIBUTION EXCEEDING FIFTY THOUSAND DOLLARS ($50,000.00) IN THE AGGREGATE; G. APPROVE, DISAPPROVE OR RECOMMEND THE ADOPTION OF THE CORPORATION'S MISSION AND PHILOSOPHY STATEMENT; H. APPROVE OR DISAPPROVE CAPITAL EXPENDITURES BY THE CORPORATION IN EXCESS OF ONE MILLION DOLLARS ($1,000,000.00) PER EXPENDITURE OR ONE MILLION DOLLARS ($1,000,000.00) IN THE AGGREGATE ANNUALLY; AND I. APPROVE, DISAPPROVE OR REMOVE ANY MEMBER OF THE BOARD OR OFFICER OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO ELECTRONICALLY FILING FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX), A COPY OF THE RETURN IS PROVIDED TO THE JOINT FINANCE COMMITTEE, CONSISTING OF BOARD MEMBERS ACROSS THE CANCER CENTER, GIVING EACH MEMBER TIME TO REVIEW THE RETURN. BOARD MEMBERS HAVE THE OPPORTUNITY TO ASK QUESTIONS RELATED TO THE INFORMATION PROVIDED ON THE RETURN. THE FORM 990 IS ALSO PROVIDED TO THE CHIEF FINANCIAL OFFICER FOR REVIEW. BASED ON THE REVIEW ANY SUGGESTED COMMENTS OR CHANGES ARE DISCUSSED, AND IF DEEMED NECESSARY CHANGES ARE MADE PRIOR TO SIGNING. FORM 990, PART VI, SECTION B, LINE 12C H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC., THE INSTITUTE AND PARENT ORGANIZATION OF THE CANCER CENTER, DEVELOPS, IMPLEMENTS, AND ENFORCES COMPANY POLICY FOR THE CANCER CENTER AS A WHOLE. ON AN ANNUAL BASIS A PRESENTATION IS MADE TO ALL BOARD MEMBERS THROUGHOUT MOFFITT'S ENTITIES, INCLUDING HOSPITAL'S BOARD MEMBERS, TO REVIEW THE CONFLICT OF INTEREST POLICY AND PROCEDURES FOR DISCLOSING ANY POTENTIAL CONFLICTS. EACH DIRECTOR, OFFICER, COMMITTEE MEMBER, AND KEY EMPLOYEE SHALL COMPLETE A CONFLICT OF INTEREST DISCLOSURE CERTIFICATION VIA THE ELECTRONIC DISCLOSURE SYSTEM. ANY DIRECTOR, OFFICER, COMMITTEE MEMBER, OR KEY EMPLOYEE WHO REASONABLY BELIEVES THAT HE OR SHE MAY HAVE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST MUST DISCLOSE THE EXISTENCE OF AND THE MATERIAL FACTS OF THE NATURE OF HIS/HER INTEREST ON THE FORM. THE ELECTRONIC FORM IS SUBMITTED TO THE CORPORATE COMPLIANCE OFFICE, WHICH REVIEWS THE FORMS, GATHERS ADDITIONAL RELEVANT INFORMATION WHERE NECESSARY, AND PREPARES A SUMMARY OF THE DISCLOSURES TO BE REVIEWED BY THE CONFLICT OF INTEREST WORK GROUP. IF A DIRECTOR OR COMMITTEE MEMBER DISCLOSES THAT HE/SHE HAS A POTENTIAL CONFLICT OF INTEREST AT A BOARD OR COMMITTEE MEETING, SUCH DIRECTOR OR COMMITTEE MEMBER MUST DISCLOSE THE NATURE OF THE INTEREST AND ANY RELATED INFORMATION AND RESPOND TO QUESTIONS AS MAY BE REQUIRED BY THE REMAINING MEMBERS. BASED ON THE INFORMATION DISCLOSED, THE REMAINING BOARD MEMBERS WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IF A CONFLICT EXISTS THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER AN ALTERNATIVE TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT IS EQUALLY ADVANTAGEOUS. IF AN ALTERNATIVE TRANSACTION IS NOT EQUALLY ADVANTAGEOUS THE DIRECTOR OR COMMITTEE MEMBER WHO IS THE SUBJECT OF THE CONFLICT SHALL NOT VOTE ON, NOR USE HIS HER PERSONAL INFLUENCE ON, NOR PARTICIPATE IN DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE INSTITUTE HAS AN ESTABLISHED SUB-COMMITTEE, THE JOINT EXECUTIVE COMPENSATION & BENEFITS COMMITTEE (JEC&BC) THAT IS MADE UP ENTIRELY OF INDEPENDENT, OUTSIDE COMMITTEE MEMBERS. THIS COMMITTEE IS CHARGED WITH THE OVERSIGHT OF THE COMPENSATION OF THE CANCER CENTER'S DISQUALIFIED PERSONS. THESE POSITIONS INCLUDE THE CEO, EXECUTIVE VICE PRESIDENTS, CHIEF HUMAN RESOURCES OFFICER, CHIEF ENTERPRISE RISK OFFICER, VP FINANCE, VP MOFFITT MEDICAL GROUP, VP PATIENT CARE SERVICES/CHIEF NURSING OFFICER AND VP CHIEF PHARMACY OFFICER. TO ACCOMPLISH ITS MISSION, THE COMMITTEE CAN, AS NEEDED, AND DOES AT ITS DISCRETION, ENGAGE INDEPENDENT OUTSIDE ADVISORS, INCLUDING, BUT NOT LIMITED TO ATTORNEYS AND THIRD-PARTY COMPENSATION CONSULTANTS. ON AN ANNUAL BASIS THE JEC&BC ENGAGES A NATIONALLY KNOWN, THIRD-PARTY CONSULTING FIRM TO PROVIDE A DETAILED STUDY OF THE CASH COMPENSATION FOR EACH DISQUALIFIED PERSON. THE CONSULTANT USES A VARIETY OF PUBLISHED SURVEYS COMPILED BY INDEPENDENT FIRMS TO PROVIDE THE INSTITUTE SOURCE DATA FOR THE STUDY. USING FUNCTIONALLY COMPARABLE POSITIONS IN OTHER SIMILARLY SIZED, NOT-FOR-PROFIT AND FOR-PROFIT HEALTHCARE, ACADEMIC AND RESEARCH ORGANIZATIONS, THE CONSULTING FIRM PRODUCES A STUDY THAT COMPARES EACH DESIGNATED CANCER CENTER POSITION TO ITS APPROPRIATE MARKET EQUIVALENT, INCLUDING THE VALUE OF ALL BENEFITS AND PERQUISITES (CASH AND NON-CASH) PROVIDED AS COMPENSATION TO THE DISQUALIFIED PERSONS. THE RESULTING DATA IS PROVIDED TO THE DIRECTOR OF COMPENSATION, WHO IS NOT INCLUDED IN THE DISQUALIFIED PERSON CATEGORY, FOR USE IN THE FORMULATION OF RECOMMENDATIONS FOR COMPENSATION CHANGES TO MAINTAIN MARKET COMPETITIVENESS OR TO REWARD PERFORMANCE. THESE RECOMMENDATIONS, ALONG WITH THE CONSULTANT'S COMPARABILITY DATA, ARE PRESENTED TO THE JEC&BC FOR THE COMMITTEE MEMBERS TO CONFIRM ITS REASONABLENESS, MAKE MODIFICATIONS AS IT DEEMS NECESSARY AND PROVIDE FINAL APPROVAL. MINUTES ARE KEPT AT EACH OF THESE ANNUAL MEETINGS DETAILING THE RECOMMENDATIONS PRESENTED AND THE DECISIONS MADE BY THE COMMITTEE. THESE MINUTES ARE PUBLISHED TO THE COMMITTEE AT THE NEXT MEETING AND REPORTED BACK TO THE INSTITUTE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE HOSPITAL MAKES AVAILABLE ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS TO THE PUBLIC THROUGH DAC BOND, A THIRD PARTY VENDORS' WEBSITE AND MOFFITT'S WEBSITE. IN ADDITION, FORM 990 IS MADE AVAILABLE ON GUIDESTAR AS WELL AS THE CANCER CENTER'S WEBSITE. ALL ORGANIZING AND GOVERNING DOCUMENTS SUCH AS FORM 1023, CONFLICTS OF INTEREST POLICY, AND BYLAWS AS WELL AS FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: EMPLOYEES WHO ARE LISTED ON MOFFITT HOSPITAL'S FORM 990 ARE EMPLOYEES WHOSE W-2'S WERE ISSUED BY MOFFITT INSTITUTE, THE COMMON PAYMASTER AND RELATED ENTITY. PROCEDURES TO REPORT COMPENSATION OF EMPLOYEES ON FORM 990 PART VII AND ON SCHEDULE J ARE IN ACCORDANCE WITH IRS INSTRUCTIONS FOR EACH RESPECTIVE SECTION. FORM 990, PART IX, COLUMN D: THERE ARE NO FUNDRAISING EXPENSES BECAUSE H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION, INC. HANDLES ALL FUNDRAISING ACTIVITIES FOR H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. AND ITS SUBSIDIARIES. FORM 990, PART IX, LINE 24B CERTAIN MOFFITT CANCER CENTER INTERCOMPANY OVERHEAD HAS BEEN ALLOCATED FROM THE PARENT ENTITY TO THE HOSPITAL AND THOSE AMOUNTS ARE INCLUDED IN COLUMN (C) AND THEN REALLOCATED ON LINE 24B TO THE PROPER FUNCTIONAL CATEGORIES. FORM 990, PART XI, LINE 9: CHANGES IN NET ASSETS PREDOMINANTLY RELATES TO THE CLOSE OUT OF INTERCOMPANY ACCOUNTS PAYABLE AND RECEIVABLES (DUE TO/DUE FROM) IN THE AMOUNT OF -$360,835,050 TO NET ASSETS. H LEE MOFFITT CANCER CTR & RESEARCH INSTITUTE FOUNDATION INC 12902 MAGNOLIA DRIVE TAMPA FL 33612 593238636 FUNDRAISING FL 501(C)(3) LINE 7 H LEE MOFFITT CC&RI INC 0 H LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE INC 12902 MAGNOLIA DRIVE TAMPA FL 33612 592451713 PARENT-RESEARCH FL 501(C)(3) LINE 7 N/A 0 H LEE MOFFITT CC& RI LIFETIME CANCER SCREENING CENTER INC 12902 MAGNOLIA DRIVE TAMPA FL 33612 593238640 PRACTICE MANAGEMENT FL 501(C)(3) LINE 10 H LEE MOFFITT CC&RI INC 0 MOFFITT REAL ESTATE HOLDING CORP 12902 MAGNOLIA DRIVE TAMPA FL 33612 923387708 HOLDING TITLE FL 501(C)(2) H LEE MOFFITT CC&RI INC 0 MOFFITT LIFESCIENCES CAMPUS MANAGEMENT CORPORATION 12902 MAGNOLIA DRIVE TAMPA FL 33612 923388291 REAL ESTATE PROPERTY MANAGEMENT FL 501(C)(3) LINE 12A, I H LEE MOFFITT CC&RI INC 0 MOFFITT TECHNOLOGIES CORPORATION 12902 MAGNOLIA DRIVE TAMPA FL 33612 300332914 TECHNOLOGY MANAGEMENT FL N/A C 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0