Form 990 for tax year 2024
Filed by FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA INC.
Totals
- Total revenue
- $106,999,765
- Total expenses
- $98,551,643
- Contributions and grants received
- $11,233,886
- Grants paid
- $0
- Program service revenue
- $88,077,793
- Investment income
- $5,523,470
- Other revenue
- $2,164,616
- Total assets, end of year
- $178,955,467
- Total liabilities, end of year
- $22,416,981
- Net assets or fund balances, end of year
- $156,538,486
- Program services expenses (Part IX)
- $77,641,487
- Management and general expenses
- $20,910,156
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $77,641,487
Program services were 78.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$11,187,117
-
1f · All other contributions, gifts and grants
$46,769
-
1g · Noncash contributions included above
$44,556
-
2a · Program service revenue: MEDICAID, NET
total $50,979,092 · related or exempt $50,979,092
-
2b · Program service revenue: PATIENT FEES, NET
total $30,568,569 · related or exempt $30,568,569
-
2c · Program service revenue: MEDICARE, NET
total $3,497,241 · related or exempt $3,497,241
-
2d · Program service revenue: CLINICAL INCENTIVE
total $3,024,191 · related or exempt $3,024,191
-
2e · Program service revenue: RENTAL INCOME
total $8,700 · related or exempt $8,700
-
3 · Investment income
total $5,551,813 · related or exempt $370,794 · excluded $5,181,019
-
7b · Less cost or other basis and sales expenses
other assets $28,343
-
7c · Gain or loss
other assets -$28,343
-
7d · Net gain or loss
total -$28,343 · related or exempt -$28,343
-
11a · Other revenue: OTHER REVENUE
total $2,164,616 · related or exempt $2,164,616
-
11e · Other revenue, total
$2,164,616
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $4,701,580 · program services $3,770,785 · management and general $930,795
-
6 · Compensation of disqualified persons
total $143,360 · program services $114,978 · management and general $28,382
-
7 · Other salaries and wages
total $52,912,050 · program services $42,436,790 · management and general $10,475,260
-
9 · Other employee benefits
total $13,950,580 · program services $11,557,846 · management and general $2,392,734
-
11g · Fees: other
total $5,883,571 · program services $2,878,215 · management and general $3,005,356
-
12 · Advertising and promotion
total $139,831 · program services $131,608 · management and general $8,223
-
13 · Office expenses
total $10,417,410 · program services $10,238,149 · management and general $179,261
-
16 · Occupancy
total $1,383,777 · program services $1,107,140 · management and general $276,637
-
17 · Travel
total $214,653 · program services $138,756 · management and general $75,897
-
20 · Interest
total $292,190 · program services $11,312 · management and general $280,878
-
22 · Depreciation, depletion and amortization
total $2,056,918 · program services $1,225,073 · management and general $831,845
-
23 · Insurance
total $637,203 · program services $34,335 · management and general $602,868
-
24a · Other expenses: REPAIRS AND MAINTENANCE
total $2,054,311 · program services $1,746,719 · management and general $307,592
-
24b · Other expenses: TELECOMMUNICATIONS
total $1,109,901 · program services $259,586 · management and general $850,315
-
24c · Other expenses: UTILITIES
total $828,322 · program services $691,321 · management and general $137,001
-
24d · Other expenses: BAD DEBT
total $570,623 · program services $570,623
-
24e · All other expenses
total $1,255,363 · program services $728,251 · management and general $527,112
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $104,229,243 · end of year $75,046,364
-
2 · Savings and temporary cash investments
beginning of year $6,119,542 · end of year $11,980,348
-
4 · Accounts receivable
beginning of year $6,838,828 · end of year $11,113,369
-
8 · Inventories for sale or use
beginning of year $220,524 · end of year $220,306
-
9 · Prepaid expenses and deferred charges
beginning of year $256,865 · end of year $795,600
-
10a · Land, buildings and equipment: cost or other basis
$71,249,346
-
10b · Land, buildings and equipment: accumulated depreciation
$18,387,196
-
10c · Land, buildings and equipment, net
beginning of year $38,129,442 · end of year $52,862,150
-
13 · Investments: program-related
beginning of year $12,345,250 · end of year $22,274,500
-
15 · Other assets
beginning of year $4,921,089 · end of year $4,662,830
-
17 · Accounts payable and accrued expenses
beginning of year $9,991,455 · end of year $11,826,764
-
19 · Deferred revenue
beginning of year $39,534 · end of year $313,279
-
23 · Secured mortgages and notes payable
beginning of year $11,525,128 · end of year $8,648,172
-
25 · Other liabilities
beginning of year $2,212,913 · end of year $1,628,766
-
27 · Net assets without donor restrictions
beginning of year $149,291,753 · end of year $156,538,486
Mission and programs · 2024
Mission
THE MISSION OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC IS TO PROVIDE HIGH QUALITY HEALTH CARE SERVICES ACCESSIBLE TO ALL PEOPLE, BUT SIGNIFICANTLY SERVICING LOWER INCOME PATIENTS. FAMILY HEALTH CENTERS IS A MEDICAID PROVIDER AND A FQHC.
-
THE ORGANIZATION PROVIDED QUALITY MEDICAL, DENTAL, AND ANCILLARY SERVICES TO A TOTAL OF 113,202 PATIENTS AS FOLLOWS: MEDICAL SERVICES WERE PROVIDED WITH A TOTAL OF 232,037 PATIENT VISITS. DENTAL SERVICES WERE PROVIDED WITH A TOTAL OF 149,430 PATIENT VISITS. OPTOMETRY SERVICES WERE PROVIDED WITH A TOTAL OF 10,940 PATIENT VISITS. PODIATRY SERVICES WERE PROVIDED WITH A TOTAL OF 8,076 PATIENT VISITS. PATIENTS WERE SEEN REGARDLESS OF THEIR ABILITY TO PAY. A DISCOUNTED FEE SCHEDULE IS USED, BASED ON THE FEDERAL POVERTY GUIDELINES, TO DETERMINE THE AMOUNT DUE FROM QUALIFYING PATIENTS.
Expenses $77,641,487
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Dr Frank Mazzeo JrDR FRANK MAZZEO JR
PRESIDENT/CE
- Total calculated
- $1,381,530
- From this org
- $1,224,717
- From related orgs
- $0
- Other
- $156,813
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $997,245
- Bonus
- $225,000
- Other
- $2,472
- Deferred
- $133,071
- Nontaxable benefits
- $23,742
- Filer's total
- $1,381,530
-
Dr Jorge QuinonezDR JORGE QUINONEZ
CHIEF MEDIAL
- Total calculated
- $1,087,040
- From this org
- $999,226
- From related orgs
- $0
- Other
- $87,814
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $837,936
- Bonus
- $160,000
- Other
- $1,290
- Deferred
- $52,873
- Nontaxable benefits
- $34,941
- Filer's total
- $1,087,040
-
Daniel GriffithDANIEL GRIFFITH
CFO
- Total calculated
- $482,769
- From this org
- $406,603
- From related orgs
- $0
- Other
- $76,166
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $315,913
- Bonus
- $90,000
- Other
- $690
- Deferred
- $43,500
- Nontaxable benefits
- $32,666
- Filer's total
- $482,769
-
Gustavo PardoGUSTAVO PARDO
DENTIST
- Total calculated
- $481,223
- From this org
- $422,391
- From related orgs
- $0
- Other
- $58,832
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $421,995
- Bonus
- not reported
- Other
- $396
- Deferred
- $26,000
- Nontaxable benefits
- $32,832
- Filer's total
- $481,223
-
Dr Jeffry GarnerDR JEFFRY GARNER
VP DIRECTOR
- Total calculated
- $470,268
- From this org
- $416,642
- From related orgs
- $0
- Other
- $53,626
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $414,170
- Bonus
- not reported
- Other
- $2,472
- Deferred
- $29,884
- Nontaxable benefits
- $23,742
- Filer's total
- $470,268
-
Dr Juan RiciusaDR JUAN RICIUSA
PHYSICIAN
- Total calculated
- $459,682
- From this org
- $404,427
- From related orgs
- $0
- Other
- $55,255
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $403,977
- Bonus
- not reported
- Other
- $450
- Deferred
- $22,423
- Nontaxable benefits
- $32,832
- Filer's total
- $459,682
-
Dr Maria BlancoDR MARIA BLANCO
DENTIST
- Total calculated
- $438,203
- From this org
- $395,284
- From related orgs
- $0
- Other
- $42,919
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $395,026
- Bonus
- not reported
- Other
- $258
- Deferred
- $29,884
- Nontaxable benefits
- $13,035
- Filer's total
- $438,203
-
Dr Raphael BrandaoDR RAPHAEL BRANDAO
DENTIST
- Total calculated
- $427,182
- From this org
- $390,487
- From related orgs
- $0
- Other
- $36,695
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $390,439
- Bonus
- not reported
- Other
- $48
- Deferred
- $26,000
- Nontaxable benefits
- $10,695
- Filer's total
- $427,182
-
Dr Carrie PoulsomDR CARRIE POULSOM
CHIEF PHARMA
- Total calculated
- $408,958
- From this org
- $348,952
- From related orgs
- $0
- Other
- $60,006
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $298,273
- Bonus
- $50,000
- Other
- $679
- Deferred
- $43,560
- Nontaxable benefits
- $16,446
- Filer's total
- $408,958
-
Theresa BuchananTHERESA BUCHANAN
CHIEF ADMIN
- Total calculated
- $374,551
- From this org
- $308,130
- From related orgs
- $0
- Other
- $66,421
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $231,665
- Bonus
- $75,000
- Other
- $1,465
- Deferred
- $52,884
- Nontaxable benefits
- $13,537
- Filer's total
- $374,551
-
Anabel NataliANABEL NATALI
CHIEF DENTAL
- Total calculated
- $335,342
- From this org
- $279,695
- From related orgs
- $0
- Other
- $55,647
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $259,258
- Bonus
- $20,000
- Other
- $437
- Deferred
- $22,423
- Nontaxable benefits
- $33,224
- Filer's total
- $335,342
-
Nick RollerNICK ROLLER
CHIEF INFO O
- Total calculated
- $330,060
- From this org
- $277,166
- From related orgs
- $0
- Other
- $52,894
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $230,701
- Bonus
- $45,000
- Other
- $1,465
- Deferred
- $33,400
- Nontaxable benefits
- $19,494
- Filer's total
- $330,060
-
David KoesterDAVID KOESTER
COO
- Total calculated
- $301,329
- From this org
- $277,680
- From related orgs
- $0
- Other
- $23,649
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $236,720
- Bonus
- $40,000
- Other
- $960
- Deferred
- $23,260
- Nontaxable benefits
- $389
- Filer's total
- $301,329
-
Kim BakerKIM BAKER
CHIEF HUMAN
- Total calculated
- $143,360
- From this org
- $130,838
- From related orgs
- $0
- Other
- $12,522
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $130,715
- Bonus
- not reported
- Other
- $123
- Deferred
- not reported
- Nontaxable benefits
- $12,522
- Filer's total
- $143,360
-
Patricia EpifanioPATRICIA EPIFANIO
CHAIRMAN/DIR
- Total calculated
- $0
- Hours/week
- 2
-
Jackie FigueroaJACKIE FIGUEROA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Beth HendryBETH HENDRY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Tomy LaufnerTOMY LAUFNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Leah McCannLEAH MCCANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Lolita MelhadoLOLITA MELHADO
SECRETARY/DI
- Total calculated
- $0
- Hours/week
- 0.1
-
Michael MunzertMICHAEL MUNZERT
TREASURER/DI
- Total calculated
- $0
- Hours/week
- 0.5
-
Catherine PalmisanoCATHERINE PALMISANO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Dawn ThorneDAWN THORNE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Health or social club dues or initiation fees
- 2 · Substantiation required before reimbursing expenses
Answered no
- 1b · Written policy on the line-1a expenses
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SCHEDULE J, PAGE 1, PART I, LINE 1B
- PRESENTED TO THE BOARD AND APPROVED.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501C · FACILITY · FL
Directly controlled by FHC
-
501C · SUPPORT · FL
Directly controlled by FHC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 5 June 2025
- IRS schema version
- 2024v5.0
- Source object
- 202522249349302022
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