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Nonprofiteer
← SHANDS TEACHING HOSPITAL AND CLINICS INC

Form 990 for tax year 2022

Filed by SHANDS TEACHING HOSPITAL AND CLINICS INC.

Totals

Total revenue
$2,320,612,965
Total expenses
$2,262,526,320
Contributions and grants received
$26,933,924
Grants paid
$243,469,197
Program service revenue
$2,251,904,251
Investment income
$4,645,340
Other revenue
$37,129,450
Total assets, end of year
$3,002,393,582
Total liabilities, end of year
$1,411,271,847
Net assets or fund balances, end of year
$1,591,121,735
Program services expenses (Part IX)
$1,947,991,795
Management and general expenses
$309,493,327
Fundraising expenses
$5,041,198
Program service expenses (Part III)
$1,947,991,795

Program services were 86.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • David Nelson MD

    Chairman/President/UF SVP Health Affairs

    Total calculated
    $1,617,963
    From this org
    $0
    From related orgs
    $1,566,779
    Other
    $51,184
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,201,967 related
    Bonus
    $0 + $360,000 related
    Other
    $0 + $4,812 related
    Deferred
    $0 + $28,609 related
    Nontaxable benefits
    $0 + $22,575 related
    Filer's total
    $0 + $1,617,963 related

  • Edward Jimenez

    CEO (THRU JULY 2022)

    Total calculated
    $2,938,115
    From this org
    $2,899,973
    From related orgs
    $0
    Other
    $38,142
    Hours/week
    46.5 + 3.5 related

    Schedule J breakdown matched by us

    Base
    $623,811
    Bonus
    $363,242
    Other
    $1,912,920
    Deferred
    $24,400
    Nontaxable benefits
    $13,742
    Filer's total
    $2,938,115

  • James J Kelly Jr

    INTERIM CEO (BEG AUG 2022); SVP/CFO/TREASURER

    Total calculated
    $977,638
    From this org
    $939,771
    From related orgs
    $0
    Other
    $37,867
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $710,988
    Bonus
    $146,900
    Other
    $81,883
    Deferred
    $21,350
    Nontaxable benefits
    $16,517
    Filer's total
    $977,638

  • Anita Zucker PHD

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • C Parker Gibbs MD

    Director/Chief Medical Officer (thru Jan 2023)

    Total calculated
    $950,563
    From this org
    $0
    From related orgs
    $911,601
    Other
    $38,962
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $825,994 related
    Bonus
    $0 + $79,484 related
    Other
    $0 + $6,123 related
    Deferred
    $0 + $23,493 related
    Nontaxable benefits
    $0 + $15,469 related
    Filer's total
    $0 + $950,563 related

  • Christopher Cowen

    Director/UF SVP and CFO

    Total calculated
    $851,749
    From this org
    $0
    From related orgs
    $748,858
    Other
    $102,891
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $728,138 related
    Bonus
    $0 + $20,720 related
    Other
    $0
    Deferred
    $0 + $90,945 related
    Nontaxable benefits
    $0 + $11,946 related
    Filer's total
    $0 + $851,749 related

  • Colleen Koch MD

    Director/UF College of Medicine Dean

    Total calculated
    $1,080,301
    From this org
    $0
    From related orgs
    $1,041,689
    Other
    $38,612
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $862,166 related
    Bonus
    $0 + $173,400 related
    Other
    $0 + $6,123 related
    Deferred
    $0 + $16,099 related
    Nontaxable benefits
    $0 + $22,513 related
    Filer's total
    $0 + $1,080,301 related

  • Dana Zimmel DVM DACVIM

    Director/UF College of Veterinary Medicine Dean

    Total calculated
    $444,501
    From this org
    $0
    From related orgs
    $394,207
    Other
    $50,294
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $394,207 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $27,708 related
    Nontaxable benefits
    $0 + $22,586 related
    Filer's total
    $0 + $444,501 related

  • David Jasmund

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Edmund Beebe

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Gilbert Upchurch MD

    Director/UF Dept of Surgery Chair

    Total calculated
    $1,079,484
    From this org
    $0
    From related orgs
    $1,039,177
    Other
    $40,307
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $870,438 related
    Bonus
    $0 + $162,616 related
    Other
    $0 + $6,123 related
    Deferred
    $0 + $16,104 related
    Nontaxable benefits
    $0 + $24,203 related
    Filer's total
    $0 + $1,079,484 related

  • Gregory Lewis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Jennifer Hunt MD

    DIRECTOR/UF PATHOLOGY DEPT CHAIR

    Total calculated
    $689,017
    From this org
    $0
    From related orgs
    $648,726
    Other
    $40,291
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $570,054 related
    Bonus
    $0 + $75,000 related
    Other
    $0 + $3,672 related
    Deferred
    $0 + $15,983 related
    Nontaxable benefits
    $0 + $24,308 related
    Filer's total
    $0 + $689,017 related

  • Jonathan Licht MD

    Director /UF Health Cancer Center Director

    Total calculated
    $853,241
    From this org
    $0
    From related orgs
    $812,623
    Other
    $40,618
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $795,331 related
    Bonus
    $0 + $7,692 related
    Other
    $0 + $9,600 related
    Deferred
    $0 + $16,197 related
    Nontaxable benefits
    $0 + $24,421 related
    Filer's total
    $0 + $853,241 related

  • Li-Ming Su MD

    Director/UF Dept of Urology Chairman

    Total calculated
    $843,934
    From this org
    $0
    From related orgs
    $792,666
    Other
    $51,268
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $727,674 related
    Bonus
    $0 + $60,180 related
    Other
    $0 + $4,812 related
    Deferred
    $0 + $27,361 related
    Nontaxable benefits
    $0 + $23,907 related
    Filer's total
    $0 + $843,934 related

  • Linda Hudson

    DIRECTOR (BEG OCT 2022)

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Marsha Powers

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Paul Broadie II PHD

    DIRECTOR (BEG OCT 2022)

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Thomas Kuntz

    Director (Thru Dec 2022)

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Timothy Morey MD

    DIRECTOR/CHIEF MEDICAL OFFICER (BEG JAN 2023)

    Total calculated
    $751,273
    From this org
    $0
    From related orgs
    $699,898
    Other
    $51,375
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $590,551 related
    Bonus
    $0 + $104,535 related
    Other
    $0 + $4,812 related
    Deferred
    $0 + $28,609 related
    Nontaxable benefits
    $0 + $22,766 related
    Filer's total
    $0 + $751,273 related

  • W Kent Fuchs PhD

    Director/University of Florida President (Thru Feb 2023)

    Total calculated
    $1,267,912
    From this org
    $0
    From related orgs
    $1,147,887
    Other
    $120,025
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $966,197 related
    Bonus
    $0 + $181,690 related
    Other
    $0
    Deferred
    $0 + $96,289 related
    Nontaxable benefits
    $0 + $23,736 related
    Filer's total
    $0 + $1,267,912 related

  • Kevin Coleman ESQ

    Assistant Secretary/Senior Associate General Counsel

    Total calculated
    $216,194
    From this org
    $185,010
    From related orgs
    $0
    Other
    $31,184
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $181,022
    Bonus
    $0
    Other
    $3,988
    Deferred
    $15,138
    Nontaxable benefits
    $16,046
    Filer's total
    $216,194

  • Lawrence McDowell ESQ

    Assistant Secretary/Senior Associate General Counsel

    Total calculated
    $289,195
    From this org
    $249,272
    From related orgs
    $0
    Other
    $39,923
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $223,389
    Bonus
    $24,700
    Other
    $1,183
    Deferred
    $20,477
    Nontaxable benefits
    $19,446
    Filer's total
    $289,195

  • Randall Jenkins ESQ

    Secretary/SVP and General Counsel

    Total calculated
    $601,667
    From this org
    $0
    From related orgs
    $550,657
    Other
    $51,010
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $501,524 related
    Bonus
    $0 + $45,161 related
    Other
    $0 + $3,972 related
    Deferred
    $0 + $27,994 related
    Nontaxable benefits
    $0 + $23,016 related
    Filer's total
    $0 + $601,667 related

  • Thomas William Young ESQ

    Secretary/CLO

    Total calculated
    $478,609
    From this org
    $0
    From related orgs
    $418,420
    Other
    $60,189
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $332,533 related
    Bonus
    $0 + $83,125 related
    Other
    $0 + $2,762 related
    Deferred
    $0 + $32,157 related
    Nontaxable benefits
    $0 + $28,032 related
    Filer's total
    $0 + $478,609 related

  • Traci d'Auguste

    SVP/COO

    Total calculated
    $867,699
    From this org
    $830,638
    From related orgs
    $0
    Other
    $37,061
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $560,713
    Bonus
    $125,400
    Other
    $144,525
    Deferred
    $18,300
    Nontaxable benefits
    $18,761
    Filer's total
    $867,699

  • Anna Michelle Brandt

    VP and Chief of Staff

    Total calculated
    $374,088
    From this org
    $334,531
    From related orgs
    $0
    Other
    $39,557
    Hours/week
    49.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $267,498
    Bonus
    $50,000
    Other
    $17,033
    Deferred
    $24,400
    Nontaxable benefits
    $15,157
    Filer's total
    $374,088

  • Bradley Pollitt

    VP Facilities Development

    Total calculated
    $459,612
    From this org
    $411,042
    From related orgs
    $0
    Other
    $48,570
    Hours/week
    49.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $318,543
    Bonus
    $62,000
    Other
    $30,499
    Deferred
    $24,400
    Nontaxable benefits
    $24,170
    Filer's total
    $459,612

  • Cindy Charyulu-Dra

    VP Revenue Cycle

    Total calculated
    $457,101
    From this org
    $422,566
    From related orgs
    $0
    Other
    $34,535
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $335,587
    Bonus
    $63,700
    Other
    $23,279
    Deferred
    $18,300
    Nontaxable benefits
    $16,235
    Filer's total
    $457,101

  • Gloria Lipori

    SVP/CIO

    Total calculated
    $712,964
    From this org
    $673,716
    From related orgs
    $0
    Other
    $39,248
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $460,222
    Bonus
    $109,100
    Other
    $104,394
    Deferred
    $24,400
    Nontaxable benefits
    $14,848
    Filer's total
    $712,964

  • Irene Alexaitis

    VP and Chief Nursing officer

    Total calculated
    $488,531
    From this org
    $447,951
    From related orgs
    $0
    Other
    $40,580
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $354,061
    Bonus
    $67,100
    Other
    $26,790
    Deferred
    $24,400
    Nontaxable benefits
    $16,180
    Filer's total
    $488,531

  • Janet Christie

    SVP HR

    Total calculated
    $551,778
    From this org
    $515,563
    From related orgs
    $0
    Other
    $36,215
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $341,642
    Bonus
    $102,400
    Other
    $71,521
    Deferred
    $24,400
    Nontaxable benefits
    $11,815
    Filer's total
    $551,778

  • Jeffrey West

    VP Managed Care

    Total calculated
    $443,350
    From this org
    $407,667
    From related orgs
    $0
    Other
    $35,683
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $330,270
    Bonus
    $57,000
    Other
    $20,397
    Deferred
    $18,300
    Nontaxable benefits
    $17,383
    Filer's total
    $443,350

  • Joseph Mandernach

    Chief Development Officer

    Total calculated
    $362,945
    From this org
    $0
    From related orgs
    $334,414
    Other
    $28,531
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $316,251 related
    Bonus
    $0 + $15,600 related
    Other
    $0 + $2,563 related
    Deferred
    $0 + $28,488 related
    Nontaxable benefits
    $0 + $43 related
    Filer's total
    $0 + $362,945 related

  • Robert Michalski

    VP Compliance & Privacy

    Total calculated
    $448,330
    From this org
    $410,933
    From related orgs
    $0
    Other
    $37,397
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $311,759
    Bonus
    $59,900
    Other
    $39,274
    Deferred
    $18,300
    Nontaxable benefits
    $19,097
    Filer's total
    $448,330

  • Robert Nappo

    AVP Surgical Services

    Total calculated
    $256,488
    From this org
    $220,753
    From related orgs
    $0
    Other
    $35,735
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $196,054
    Bonus
    $18,529
    Other
    $6,170
    Deferred
    $18,083
    Nontaxable benefits
    $17,652
    Filer's total
    $256,488

  • Robert Thornton

    VP of FINANCE

    Total calculated
    $566,205
    From this org
    $520,133
    From related orgs
    $0
    Other
    $46,072
    Hours/week
    47.5 + 2.5 related

    Schedule J breakdown matched by us

    Base
    $391,616
    Bonus
    $72,400
    Other
    $56,117
    Deferred
    $21,350
    Nontaxable benefits
    $24,722
    Filer's total
    $566,205

  • Thomas Johns

    Assoc VP Operations

    Total calculated
    $298,324
    From this org
    $257,884
    From related orgs
    $0
    Other
    $40,440
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $232,998
    Bonus
    $23,872
    Other
    $1,014
    Deferred
    $21,164
    Nontaxable benefits
    $19,276
    Filer's total
    $298,324

  • Timothy Miller

    Administrator UFH Psych & FRC (thru June 2023)

    Total calculated
    $350,274
    From this org
    $327,477
    From related orgs
    $0
    Other
    $22,797
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $252,513
    Bonus
    $23,800
    Other
    $51,164
    Deferred
    $10,128
    Nontaxable benefits
    $12,669
    Filer's total
    $350,274

  • Billy McCarty MD

    Medical Director GatorCare

    Total calculated
    $448,051
    From this org
    $413,025
    From related orgs
    $0
    Other
    $35,026
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $330,513
    Bonus
    $52,000
    Other
    $30,512
    Deferred
    $16,894
    Nontaxable benefits
    $18,132
    Filer's total
    $448,051

  • Heather Long

    COO / CEO UF HEALTH CFH (BEG DEC 2022)

    Total calculated
    $578,474
    From this org
    $545,405
    From related orgs
    $0
    Other
    $33,069
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $459,111
    Bonus
    $85,100
    Other
    $1,194
    Deferred
    $18,300
    Nontaxable benefits
    $14,769
    Filer's total
    $578,474

  • Jill Sumfest MD

    Medical Director Gatorcare

    Total calculated
    $537,117
    From this org
    $502,666
    From related orgs
    $0
    Other
    $34,451
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $346,883
    Bonus
    $82,764
    Other
    $73,019
    Deferred
    $21,350
    Nontaxable benefits
    $13,101
    Filer's total
    $537,117

  • JUSTIN SENIOR

    CEO Safety Net Hosp Alliance of FL

    Total calculated
    $666,496
    From this org
    $625,365
    From related orgs
    $0
    Other
    $41,131
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $466,976
    Bonus
    $90,000
    Other
    $68,389
    Deferred
    $18,300
    Nontaxable benefits
    $22,831
    Filer's total
    $666,496

  • Marvin Dewar MD JD

    UFP CEO/Sr Assoc Dean UF COM

    Total calculated
    $702,024
    From this org
    $586,770
    From related orgs
    $53,240
    Other
    $62,014
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $499,483 + $28,240 related
    Bonus
    $0 + $25,000 related
    Other
    $87,287
    Deferred
    $24,400 + $1,564 related
    Nontaxable benefits
    $36,050
    Filer's total
    $647,220 + $54,804 related

  • Donald Henderson

    President/CEO Central Florida Health (through June 2021)

    Total calculated
    $392,694
    From this org
    $385,687
    From related orgs
    $0
    Other
    $7,007
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $385,687
    Deferred
    $0
    Nontaxable benefits
    $7,007
    Filer's total
    $392,694

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4a Severance or change-of-control payment
The following individuals received severance payments from the filing organization during calendar year 2022: EDWARD JIMENEZ - $1,638,750 DONALD HENDERSON - $343,501
Schedule J, Part I, Line 7 Non-fixed payments
The bonus of the CEO is determined by the Executive Committee of the Board of Directors. Bonuses of other officers and key employees are paid at varying percentages of salaries. The specific percentage that each individual receives is based on level within management, goal achievement, and performance, and is determined at the discretion of each individual's leader.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • SHANDS LAKE SHORE COMMUNITY HEALTH LLC

    Health Services · FL · income $0 · assets $0

    Directly controlled by SHANDS TEACHING HOSPITAL AND CLINICS INC

  • SHANDS LIVE OAK COMMUNITY HEALTH LLC

    Health Services · FL · income $0 · assets $0

    Directly controlled by SHANDS TEACHING HOSPITAL AND CLINICS INC

  • SHANDS STARKE COMMUNITY HEALTH LLC

    Health Services · FL · income $0 · assets $0

    Directly controlled by SHANDS TEACHING HOSPITAL AND CLINICS INC

  • SHANDS RECOVERY LLC

    treatment programs for drug and alcohol addiction · FL · income $11,254,320 · assets $6,053,389

    Directly controlled by SHANDS TEACHING HOSPITAL AND CLINICS INC

  • UF Health Shands Ocala LLC

    Health Services · FL · income $0 · assets $0

    Directly controlled by Shands Teaching Hospital and Clinics Inc

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202441369349310039

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