Skip to content
Nonprofiteer
← PEDIATRIC MEDICAL SERVICES OF FLORIDA INC

Form 990 for tax year 2023

Filed by PEDIATRIC MEDICAL SERVICES OF FLORIDA INC.

Totals

Total revenue
$32,721,787
Total expenses
$39,479,508
Contributions and grants received
$200,000
Grants paid
$0
Program service revenue
$31,248,115
Investment income
$0
Other revenue
$1,273,672
Total assets, end of year
$7,176,644
Total liabilities, end of year
$68,510,417
Net assets or fund balances, end of year
-$61,333,773
Program services expenses (Part IX)
$37,445,696
Management and general expenses
$2,033,812
Fundraising expenses
$0
Program service expenses (Part III)
$37,445,696

Program services were 94.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Robert D Bridges

    Former Director & Officer (End Dec '22)

    Total calculated
    $1,683,126
    From this org
    $0
    From related orgs
    $1,617,233
    Other
    $65,893
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $34,961 related
    Bonus
    $0 + $285,493 related
    Other
    $0 + $1,296,779 related
    Deferred
    $0 + $34,743 related
    Nontaxable benefits
    $0 + $31,150 related
    Filer's total
    $0 + $1,683,126 related

  • Mark Mumford

    PMSI Director

    Total calculated
    $1,677,210
    From this org
    $0
    From related orgs
    $1,498,626
    Other
    $178,584
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $935,972 related
    Bonus
    $0 + $522,804 related
    Other
    $0 + $39,850 related
    Deferred
    $0 + $139,807 related
    Nontaxable benefits
    $0 + $38,777 related
    Filer's total
    $0 + $1,677,210 related

  • Rodney A McKendree

    PMSI Director and Treasurer

    Total calculated
    $1,428,739
    From this org
    $0
    From related orgs
    $1,248,488
    Other
    $180,251
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $822,072 related
    Bonus
    $0 + $289,940 related
    Other
    $0 + $136,476 related
    Deferred
    $0 + $130,220 related
    Nontaxable benefits
    $0 + $50,031 related
    Filer's total
    $0 + $1,428,739 related

  • Michael J Erhard MD

    PMSI Director

    Total calculated
    $1,165,489
    From this org
    $0
    From related orgs
    $1,005,928
    Other
    $159,561
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $676,645 related
    Bonus
    $0 + $236,833 related
    Other
    $0 + $92,450 related
    Deferred
    $0 + $104,426 related
    Nontaxable benefits
    $0 + $55,135 related
    Filer's total
    $0 + $1,165,489 related

  • Martha G McGill

    PMSI President and Board Chair

    Total calculated
    $997,287
    From this org
    $0
    From related orgs
    $857,933
    Other
    $139,354
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $619,089 related
    Bonus
    $0 + $180,839 related
    Other
    $0 + $58,005 related
    Deferred
    $0 + $99,327 related
    Nontaxable benefits
    $0 + $40,027 related
    Filer's total
    $0 + $997,287 related

  • Dan Podberesky MD

    PMSI Director

    Total calculated
    $850,953
    From this org
    $0
    From related orgs
    $807,949
    Other
    $43,004
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $669,653 related
    Bonus
    $0 + $104,306 related
    Other
    $0 + $33,990 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $43,004 related
    Filer's total
    $0 + $850,953 related

  • Carrie Grant

    Former Director (End Dec '22)

    Total calculated
    $663,884
    From this org
    $0
    From related orgs
    $620,714
    Other
    $43,170
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $117,612 related
    Bonus
    $0 + $105,702 related
    Other
    $0 + $397,400 related
    Deferred
    $0 + $24,660 related
    Nontaxable benefits
    $0 + $18,510 related
    Filer's total
    $0 + $663,884 related

  • William W Higginbotham II

    PMSI Assistant Treasurer

    Total calculated
    $616,753
    From this org
    $0
    From related orgs
    $520,224
    Other
    $96,529
    Hours/week
    1 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $362,922 related
    Bonus
    $0 + $108,939 related
    Other
    $0 + $48,363 related
    Deferred
    $0 + $42,700 related
    Nontaxable benefits
    $0 + $53,829 related
    Filer's total
    $0 + $616,753 related

  • Mary B Mehta MD

    Former Director (End Dec '18)

    Total calculated
    $535,477
    From this org
    $0
    From related orgs
    $486,087
    Other
    $49,390
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $422,291 related
    Bonus
    $0 + $60,917 related
    Other
    $0 + $2,879 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $49,390 related
    Filer's total
    $0 + $535,477 related

  • John Clore MD

    Physician

    Total calculated
    $489,687
    From this org
    $437,595
    From related orgs
    $0
    Other
    $52,092
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $429,501
    Bonus
    $7,800
    Other
    $294
    Deferred
    $0
    Nontaxable benefits
    $52,092
    Filer's total
    $489,687

  • Ray J Hejmanowski

    CHA Council Member

    Total calculated
    $486,189
    From this org
    $0
    From related orgs
    $431,767
    Other
    $54,422
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $334,092 related
    Bonus
    $0 + $83,081 related
    Other
    $0 + $14,594 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $54,422 related
    Filer's total
    $0 + $486,189 related

  • Thomas A Lacy MD

    CHA Council Member

    Total calculated
    $429,258
    From this org
    $383,450
    From related orgs
    $0
    Other
    $45,808
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $344,746
    Bonus
    $34,250
    Other
    $4,454
    Deferred
    $0
    Nontaxable benefits
    $45,808
    Filer's total
    $429,258

  • Janette Magarino-Liriano MD

    Physician

    Total calculated
    $415,084
    From this org
    $377,434
    From related orgs
    $0
    Other
    $37,650
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $371,917
    Bonus
    $5,000
    Other
    $517
    Deferred
    $0
    Nontaxable benefits
    $37,650
    Filer's total
    $415,084

  • Chad E McRae MD

    Physician

    Total calculated
    $404,288
    From this org
    $362,020
    From related orgs
    $0
    Other
    $42,268
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $361,185
    Bonus
    $0
    Other
    $835
    Deferred
    $0
    Nontaxable benefits
    $42,268
    Filer's total
    $404,288

  • Nam Phuong Nguyen MD

    Physician

    Total calculated
    $399,261
    From this org
    $357,977
    From related orgs
    $0
    Other
    $41,284
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $357,634
    Bonus
    $0
    Other
    $343
    Deferred
    $0
    Nontaxable benefits
    $41,284
    Filer's total
    $399,261

  • Madhu Desiraju MD

    Physician

    Total calculated
    $377,508
    From this org
    $358,962
    From related orgs
    $0
    Other
    $18,546
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $357,295
    Bonus
    $0
    Other
    $1,667
    Deferred
    $0
    Nontaxable benefits
    $18,546
    Filer's total
    $377,508

  • Caroline E Bissett

    PMSI Secretary

    Total calculated
    $293,802
    From this org
    $0
    From related orgs
    $252,849
    Other
    $40,953
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $233,324 related
    Bonus
    $0 + $11,814 related
    Other
    $0 + $7,711 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $40,953 related
    Filer's total
    $0 + $293,802 related

  • Kelli E Mahan

    CHA Council Member

    Total calculated
    $291,625
    From this org
    $0
    From related orgs
    $250,899
    Other
    $40,726
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $228,436 related
    Bonus
    $0 + $21,982 related
    Other
    $0 + $481 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $40,726 related
    Filer's total
    $0 + $291,625 related

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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a
Nemours has established and PMSI has adopted a policy for the reimbursement of travel and related expenses incurred by its employees. All transportation and travel arrangements shall be the most economical under the circumstances. Excursion or coach fares shall be ordered whenever available. Approval shall be required for any other class of travel. Each department has the right to limit travel expenditures based on budgetary restrictions and may limit coverage to certain categories of travel expense. First class travel may occur in situations for Nemours employees wherein other fares are not available or travel is for a long period of time or overseas. Board members also have the option of traveling first class under certain conditions in accordance with Nemours policy.
Schedule J, Part I, Line 4
The following associates received severance payments paid by Nemours in 2023: Robert D Bridges (772,332) and Carrie Grant (249,710). Nemours maintained a Supplemental Executive Retirement Plan ("SERP") for a select group of management or highly compensated employees as determined by the Board of Directors. The SERP was adopted in order to provide certain key employees with non-qualified deferred compensation benefits subject to IRC section 457(f) in recognition of the services they provide. Nemours makes discretionary contributions to the plan and may amend or terminate the plan at any time. Participants receiving distributions in 2023 include: Robert D Bridges (406,009), Carrie Grant (141,754), Rodney A McKendree (134,169), Michael Erhard MD (62,595), Martha McGill (54,578) and William W Higginbotham II (39,425).
Schedule J, Part I, Line 7
Certain employees of Nemours and PMSI are eligible for incentive compensation. This compensation is based on qualitative and quantitative organizational goals and the achievement of such goals by its divisions and individuals.

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.

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.

  • Children's Health Alliance

    Health Care · FL · income -$6,757,721 · assets $7,176,644

    Directly controlled by Pediatric Medical Services of Florida Inc

Related partnerships

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

  • SDP Special Situations LLC - Series M

    Excluded · Investments · CA · 0% owned · share of income $0 · share of assets $0

    Directly controlled by Alfred I duPont Charitable Trust

  • JMK MK Side Car LP

    Excluded · Investments · NY · 0% owned · share of income $0 · share of assets $0

    Directly controlled by Alfred I duPont Charitable Trust

  • Sprints Capital Flint LP

    Excluded · Investments · GK · 0% owned · share of income $0 · share of assets $0

    Directly controlled by Alfred I duPont Charitable Trust

  • Seacrest NCS Fund LP

    Excluded · Investments · BD · 0% owned · share of income $0 · share of assets $0

    Directly controlled by Alfred I duPont Charitable Trust

  • Atalaya AIF Coinvestment Fund LP

    Excluded · Investments · NY · 0% owned · share of income $0 · share of assets $0

    Directly controlled by Alfred I duPont Charitable Trust

  • Merewether Cyclicals Opportunities Fund LP

    Excluded · Investments · TX · 0% owned · share of income $0 · share of assets $0

    Directly controlled by Alfred I duPont Charitable Trust

  • Neuberger Berman Short Duration Emerging Market Debt Fund LLC

    Excluded · Investments · IL · 0% owned · share of income $0 · share of assets $0

    Directly controlled by The nemours Foundation

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
4 November 2024
IRS schema version
2023v5.0
Source object
202403129349302565

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.