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← HEALTH FIRST SHARED SERVICES INC

Form 990 for tax year 2022

Filed by HEALTH FIRST SHARED SERVICES INC.

Totals

Total revenue
$388,946,104
Total expenses
$358,050,153
Contributions and grants received
$375,197
Grants paid
$50,000
Program service revenue
$307,424,310
Investment income
$82,944,471
Other revenue
-$1,797,874
Total assets, end of year
$1,819,267,420
Total liabilities, end of year
$464,477,268
Net assets or fund balances, end of year
$1,354,790,152
Program services expenses (Part IX)
$290,986,155
Management and general expenses
$67,063,998
Fundraising expenses
$0
Program service expenses (Part III)
$290,986,155

Program services were 81.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEVEN P JOHNSON

    PRESIDENT/CEO HFI (END 2/2023)

    Total calculated
    $2,208,499
    From this org
    $2,183,427
    From related orgs
    $0
    Other
    $25,072
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $2,162,221
    Bonus
    $0
    Other
    $21,206
    Deferred
    $8,200
    Nontaxable benefits
    $16,872
    Filer's total
    $2,208,499

  • TAYLOR K SMITH

    CHAIR / INTERIM CEO HFSS (2/2023)

    Total calculated
    $61,634
    From this org
    $61,634
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 37 related

  • JAMES C SHAW

    VICE CHAIR

    Total calculated
    $25,837
    From this org
    $25,837
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 5 related

  • JOSEPH GURRI MD

    TRUSTEE

    Total calculated
    $20,735
    From this org
    $20,735
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 5 related

  • DANA S KILBORNE

    TREASURER

    Total calculated
    $18,000
    From this org
    $18,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 5 related

  • LARRY S BISHOP MD

    TRUSTEE

    Total calculated
    $13,559
    From this org
    $13,559
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 4 related

  • ROBERT K HENRY

    TRUSTEE

    Total calculated
    $12,368
    From this org
    $12,368
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 5 related

  • ALAN L PRESTWOOD

    TRUSTEE

    Total calculated
    $7,891
    From this org
    $7,891
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 8 related

  • SCOTT T MIKUEN

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • DAVID BANKS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ROBERT DUANE DAVIS MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KIM K PATRICK

    TRUSTEE (BEG 10/2021)

    Total calculated
    $0
    Hours/week
    1 + 8 related

  • RANDALL L HAFFNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TODD GOODMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DREW A RECTOR

    EXEC VP CSO (END 4/2023)

    Total calculated
    $1,195,723
    From this org
    $1,166,423
    From related orgs
    $0
    Other
    $29,300
    Hours/week
    15 + 25 related

    Schedule J breakdown matched by us

    Base
    $844,570
    Bonus
    $0
    Other
    $321,853
    Deferred
    $8,200
    Nontaxable benefits
    $21,100
    Filer's total
    $1,195,723

  • MICHAEL A SCIALDONE

    EVP/CFO HFI (END 1/2023)

    Total calculated
    $917,976
    From this org
    $896,876
    From related orgs
    $0
    Other
    $21,100
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $723,726
    Bonus
    $0
    Other
    $173,150
    Deferred
    $0
    Nontaxable benefits
    $21,100
    Filer's total
    $917,976

  • BRETT A ESROCK

    EXEC VP CFO/COO (BEG 1/2023)

    Total calculated
    $761,751
    From this org
    $735,252
    From related orgs
    $0
    Other
    $26,499
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $725,700
    Bonus
    $0
    Other
    $9,552
    Deferred
    $8,200
    Nontaxable benefits
    $18,299
    Filer's total
    $761,751

  • PAULA B JUST

    CHIEF EXPERIENCE OFFICER

    Total calculated
    $666,955
    From this org
    $639,825
    From related orgs
    $0
    Other
    $27,130
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $633,972
    Bonus
    $0
    Other
    $5,853
    Deferred
    $7,684
    Nontaxable benefits
    $19,446
    Filer's total
    $666,955

  • NICHOLAS W ROMANELLO ESQ

    SR VP/CORP COUNSEL

    Total calculated
    $765,983
    From this org
    $736,683
    From related orgs
    $0
    Other
    $29,300
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $588,875
    Bonus
    $0
    Other
    $147,808
    Deferred
    $8,200
    Nontaxable benefits
    $21,100
    Filer's total
    $765,983

  • JEFFREY C STALNAKER MD

    SR VP CCO/INTERIM CEO HOSP (BEG 1/2023)

    Total calculated
    $754,633
    From this org
    $730,001
    From related orgs
    $0
    Other
    $24,632
    Hours/week
    18 + 22 related

    Schedule J breakdown matched by us

    Base
    $714,250
    Bonus
    $0
    Other
    $15,751
    Deferred
    $6,639
    Nontaxable benefits
    $17,993
    Filer's total
    $754,633

  • WILLIAM J WALDERS

    CIO SR VP OPER SUPP (END 4/2023)

    Total calculated
    $737,932
    From this org
    $725,575
    From related orgs
    $0
    Other
    $12,357
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $612,475
    Bonus
    $0
    Other
    $113,100
    Deferred
    $9,760
    Nontaxable benefits
    $2,597
    Filer's total
    $737,932

  • FRANK S LETHERBY

    SR VP CEO COMMUNITY HEALTH

    Total calculated
    $651,511
    From this org
    $623,512
    From related orgs
    $0
    Other
    $27,999
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    $613,517
    Bonus
    $0
    Other
    $9,995
    Deferred
    $8,200
    Nontaxable benefits
    $19,799
    Filer's total
    $651,511

  • MATTHEW F GERRELL

    SR VP/CEO HFAP

    Total calculated
    $652,509
    From this org
    $622,114
    From related orgs
    $0
    Other
    $30,395
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $522,561
    Bonus
    $0
    Other
    $99,553
    Deferred
    $8,200
    Nontaxable benefits
    $22,195
    Filer's total
    $652,509

  • MARK S ROSENBLOOM

    VP CLINICAL TRANSFORMATION

    Total calculated
    $478,126
    From this org
    $453,531
    From related orgs
    $0
    Other
    $24,595
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $439,053
    Bonus
    $0
    Other
    $14,478
    Deferred
    $8,200
    Nontaxable benefits
    $16,395
    Filer's total
    $478,126

  • CHEYANA D FISCHER

    CHIEF OPS NURSING OFFICER HD

    Total calculated
    $400,689
    From this org
    $376,893
    From related orgs
    $0
    Other
    $23,796
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $375,753
    Bonus
    $0
    Other
    $1,140
    Deferred
    $3,056
    Nontaxable benefits
    $20,740
    Filer's total
    $400,689

  • DOUGLAS B MCKEE

    VP CHIEF MED INFORMATICS OFFIC

    Total calculated
    $389,548
    From this org
    $362,875
    From related orgs
    $0
    Other
    $26,673
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $360,354
    Bonus
    $0
    Other
    $2,521
    Deferred
    $6,625
    Nontaxable benefits
    $20,048
    Filer's total
    $389,548

  • JAMES S MITCHELL III

    FORMER EXEC VP/COO HFI (EN

    Total calculated
    $330,404
    From this org
    $325,397
    From related orgs
    $0
    Other
    $5,007
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $37,156
    Bonus
    $0
    Other
    $288,241
    Deferred
    $0
    Nontaxable benefits
    $5,007
    Filer's total
    $330,404

  • MARTIN W ISENMAN MD

    FORMER TRUSTEE (END 9/2021

    Total calculated
    $19,132
    From this org
    $19,132
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $19,132
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $19,132

  • JOHN F BREITFELLER

    FORMER VC (END 9/2020)

    Total calculated
    $14,356
    From this org
    $14,356
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $14,356
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $14,356

  • DALE A DETTMER ESQ

    FORMER TRUSTEE (END 9/2019

    Total calculated
    $13,968
    From this org
    $13,968
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $13,968
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $13,968

  • PAMELA A GATTO

    FORMER TRUSTEE (END 9/2021

    Total calculated
    $11,172
    From this org
    $11,172
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $11,172
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $11,172

  • LEE SCHEINBART

    CHIEF MED OFFICER HOSP (END 07/2022)

    Total calculated
    $288,101
    From this org
    $268,651
    From related orgs
    $0
    Other
    $19,450
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $265,823
    Bonus
    $0
    Other
    $2,828
    Deferred
    $7,561
    Nontaxable benefits
    $11,889
    Filer's total
    $288,101

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 · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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)

PART I, LINE 1A
THE ORGANIZATION HAS PROVIDED REIMBUSEMENT FOR TRAVEL, INCLUDING FIRST CLASS TRAVEL, FOR OFFICERS. REIMBURSED AMOUNTS HAVE BEEN INCLUDED IN TAXABLE COMPENSATION FOR THE EMPLOYEES AS A FRINGE BENEFIT.
PART I, LINE 3:
COMPENSATION IS PAID BY HEALTH FIRST SHARED SERVICES, INC. AS THE REPORTING AGENT AND REIMBURSED BY SUBSIDIARY TAX-EXEMPT ENTITIES.
PART I, LINE 4A:
THE FOLLOWING SEVERANCE PAYMENTS ARE INCLUDED IN TAXABLE COMPENSATION REPORTED ON 2022 FORM W-2: JAMES S. MITCHELL III $288,241 PART I, LINE 4B: THE FOLLOWING INDIVIDUALS PARTICIPATE IN CAP-EX (A SPLIT DOLLAR LIFE INSURANCE AGREEMENT IN PLACE OF A TRADITIONAL SERP) AND HAVE ESTABLISHED A PREMIUM DEPOSIT ACCOUNT. THE ACCOUNT IS CONNECTED TO THE INSURANCE POLICY AND WILL BE USED TO PAY FUTRE PREMIUMS ON THE POLICY. THE INDIVIDUALS ARE TAXED ON ANY EARNINGS GENERATED BY THIS ACCOUNT. DURING THE TAX YEAR, THE FOLLOWING INDIVIDUALS RECEIVED TAX WITHDRAWAL AMOUNTS TO COVER THEIR TAX LIABILITY. STEVEN P. JOHNSON $2,136 JAMES S. MITCHELL III $4,264 FRANK S. LETHERBY $4,819 PAULA B. JUST $6,679 JEFFREY C. STALNAKER $0 BRETT A. ESROCK $1,566 MICHAEL A. SCIALDONE $0 SEE SCHEDULE L, PART V, FOR A BROADER DESCRIPTION OF THE ARRANGEMENT.

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

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.

Related partnerships

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

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CAPE HEALTH PROPERTIES INC

    C · REAL ESTATE · FL · controlled entity

  • DOCTOR'S SURGICAL PARTNERSHIP LLC

    C · HEALTH CARE · FL · 100% owned · share of income $3,303,870 · share of assets $8,122,878 · controlled entity

    Directly controlled by HEALTH FIRST HOLDING CORP

  • HEALTH FIRST HOLDING CORP

    C · HOLDING CORP. · FL · 100% owned · share of income $4,381,039 · share of assets $36,499,525 · controlled entity

    Directly controlled by HEALTH FIRST SHARED SERVICES INC

  • HEALTH FIRST INSURANCE INC

    C · HEALTH CARE · FL · 100% owned · share of income $2,826 · share of assets $1,931,914 · controlled entity

    Directly controlled by HEALTH FIRST HOLDING CORP

  • HEALTH FIRST MEDICAL MANAGEMENT INC

    C · HEALTH CARE · FL · 100% owned · share of income $15,286,283 · share of assets $16,832,726 · controlled entity

    Directly controlled by HEALTH FIRST HOLDING CORP

  • HEALTH FIRST PHYSICIAN SPECIALTIES

    C · HEALTH CARE · FL · controlled entity

  • HEALTH FIRST PHYSICIANS INC

    C · HEALTH CARE · FL · 100% owned · share of income $501,065,161 · share of assets $264,397,905 · controlled entity

    Directly controlled by HEALTH FIRST HOLDING CORP

  • HOLMES REGIONAL ENTERPRISES INC

    C · REAL ESTATE · FL · 100% owned · share of income $5,295,698 · share of assets $5,001,866 · controlled entity

    Directly controlled by HEALTH FIRST HOLDING CORP

  • PHYSICIANS GI PARTNERSHIP INC

    C · HEALTH CARE · FL · controlled entity

  • SPACE COAST INDEMNITY

    C · SELF-INSURANCE · CJ · 100% owned · share of income $11,442,211 · share of assets $39,941,911 · controlled entity

    Directly controlled by HEALTH FIRST SHARED SERVICES INC

Provenance

Return type
form_990
Tax year
2022
Filed
13 August 2024
IRS schema version
2022v5.0
Source object
202412279349303181

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