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Nonprofiteer
← HEALTH FIRST SHARED SERVICES INC

Form 990 for tax year 2024

Filed by HEALTH FIRST SHARED SERVICES INC.

Totals

Total revenue
$82,240,712
Total expenses
$94,183,859
Contributions and grants received
$156,923
Grants paid
$0
Program service revenue
$65,176,207
Investment income
$15,204,875
Other revenue
$1,702,707
Total assets, end of year
$2,051,551,035
Total liabilities, end of year
$440,704,586
Net assets or fund balances, end of year
$1,610,846,449
Program services expenses (Part IX)
$86,041,957
Management and general expenses
$8,141,902
Fundraising expenses
$0
Program service expenses (Part III)
$86,041,957

Program services were 91.4% 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.

  • 1d · Related organizations

    $156,923

  • 2a · Program service revenue: SUPPORT SERVICES

    total $60,516,544 · related or exempt $60,516,544

  • 2b · Program service revenue: MSO LEASE REVENUE

    total $2,437,025 · related or exempt $2,437,025

  • 2c · Program service revenue: RELATED COMPANY RENT

    total $2,222,638 · related or exempt $2,222,638

  • 3 · Investment income

    total $8,354,258 · excluded $8,354,258

  • 7a · Gross sales of assets other than inventory

    securities $51,420,599

  • 7b · Less cost or other basis and sales expenses

    securities $44,569,982

  • 7c · Gain or loss

    securities $6,850,617

  • 7d · Net gain or loss

    total $6,850,617 · excluded $6,850,617

  • 11a · Other revenue: PRIVIA MGMT SERVICES

    total $1,351,418 · unrelated business $1,351,418

  • 11b · Other revenue: OPHTHALMOLOGY CENTER

    total $351,289 · unrelated business $351,289

  • 11e · Other revenue, total

    $1,702,707

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,902,495 · management and general $1,902,495

  • 7 · Other salaries and wages

    total $23,329,786 · program services $22,314,940 · management and general $1,014,846

  • 9 · Other employee benefits

    total $3,304,004 · program services $3,160,280 · management and general $143,724

  • 10 · Payroll taxes

    total $1,794,998 · program services $1,716,916 · management and general $78,082

  • 11b · Fees: legal

    total $2,349,481 · management and general $2,349,481

  • 11c · Fees: accounting

    total $603,740 · management and general $603,740

  • 11f · Fees: investment management

    total $301,094 · management and general $301,094

  • 11g · Fees: other

    total $4,876,806 · program services $4,664,665 · management and general $212,141

  • 12 · Advertising and promotion

    total $376,300 · program services $359,931 · management and general $16,369

  • 13 · Office expenses

    total $2,188,535 · program services $2,093,333 · management and general $95,202

  • 14 · Information technology

    total $10,858,032 · program services $10,385,708 · management and general $472,324

  • 16 · Occupancy

    total $2,691,790 · program services $2,574,697 · management and general $117,093

  • 17 · Travel

    total $47,571 · program services $45,502 · management and general $2,069

  • 19 · Conferences, conventions and meetings

    total $3,767 · program services $3,603 · management and general $164

  • 20 · Interest

    total $1,758,504 · program services $1,682,009 · management and general $76,495

  • 22 · Depreciation, depletion and amortization

    total $4,110,098 · program services $3,931,309 · management and general $178,789

  • 23 · Insurance

    total $8,363,819 · program services $7,999,993 · management and general $363,826

  • 24a · Other expenses: SHARED SAVINGS ARRANGEM

    total $19,750,325 · program services $19,750,325

  • 24b · Other expenses: MAINTENANCE & REPAIR

    total $1,360,797 · program services $1,301,602 · management and general $59,195

  • 24c · Other expenses: LICENSES & TAXES

    total $672,010 · program services $672,010

  • 24d · Other expenses: UBI TAXES

    total $27,598 · program services $27,598

  • 24e · All other expenses

    total $3,512,309 · program services $3,357,536 · management and general $154,773

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $862,140,711 · end of year $791,718,653

  • 5 · Loans and receivables from officers and key people

    beginning of year $39,348,823 · end of year $39,570,067

  • 8 · Inventories for sale or use

    beginning of year $4,559,026 · end of year $4,610,961

  • 9 · Prepaid expenses and deferred charges

    beginning of year $18,442,664 · end of year $30,149,789

  • 10a · Land, buildings and equipment: cost or other basis

    $483,915,460

  • 10b · Land, buildings and equipment: accumulated depreciation

    $244,026,906

  • 10c · Land, buildings and equipment, net

    beginning of year $204,328,004 · end of year $239,888,554

  • 13 · Investments: program-related

    beginning of year $228,773,891 · end of year $227,627,636

  • 14 · Intangible assets

    beginning of year $4,792,128 · end of year $4,792,128

  • 15 · Other assets

    beginning of year $681,139,264 · end of year $713,193,247

  • 17 · Accounts payable and accrued expenses

    beginning of year $123,581,111 · end of year $91,992,768

  • 20 · Tax-exempt bond liabilities

    beginning of year $95,828,725 · end of year $95,756,110

  • 23 · Secured mortgages and notes payable

    beginning of year $21,604,551 · end of year $24,223,472

  • 25 · Other liabilities

    beginning of year $218,405,948 · end of year $228,732,236

  • 27 · Net assets without donor restrictions

    beginning of year $1,584,104,176 · end of year $1,610,846,447

  • 28 · Net assets with donor restrictions

    end of year $2

Mission and programs · 2024

Mission

WE EXIST TO IMPROVE THE HEALTH AND WELLNESS OF THE COMMUNITIES WE SERVE.

  • THE PRIMARY EXEMPT PURPOSE OF HEALTH FIRST SHARED SERVICES, INC. (HFSS) IS TO PROVIDE SUPPORT AND SERVICES THAT ENABLE THE INFRASTRUCTURE TO PROVIDE EXCEPTIONAL PATIENT CARE AT HEALTH FIRST'S CAPE CANAVERAL HOSPITAL, HEALTH FIRST'S HOLMES REGIONAL MEDICAL CENTER, HEALTH FIRST'S PALM BAY HOSPITAL, HEALTH FIRST'S VIERA HOSPITAL AND HOSPICE OF HEALTH FIRST, INC. THE SERVICES PROVIDED BY HFSS INCLUDE, BUT ARE NOT LIMITED TO: STRATEGIC PLANNING, MANAGEMENT, ADMINISTRATIVE SUPPORT SERVICES, AND INTEGRAL SERVICES IN IT AND FINANCE.MORE SPECIFICALLY, HFSS SUPPORTS ITS AFFILIATED ORGANIZATIONS WITH:1. COORDINATION OF PATIENT CARE SERVICES TO REDUCE THE DUPLICATION OF RESOURCES AND INCREASE THE COST-EFFICIENCY OF PATIENT CARE OFFERED AT ANY HEALTH FIRST ENTITY;2. PROVISION OF ENHANCED CLINICAL, MARKETING, PLANNING, FINANCIAL AND ORGANIZATIONAL SERVICES AND EXPERTISE, AND;3. SERVICE AREA COMMUNITY HEALTH PLANNING TO ENSURE THAT COLLECTIVELY ALL HEALTH FIRST ENTITIES PROVIDE THE HEALTHCARE SERVICES REQUIRED TO MEET THE NEEDS OF RESIDENTS WHO RESIDE IN BREVARD COUNTY.SOME EXAMPLES OF ENHANCED CLINICAL CARE INCLUDE VIRTUAL VISITS, ATHENAHEALTH, EPIC, AND KYRUUS. THESE ADVANCEMENTS ENSURE THERE IS ACCESS TO CARE WITH EASE AND CONVENIENCE. VIRTUAL VISITS ARE A WAY FOR PHYSICIANS TO OFFER HEALTHCARE TO THOUSANDS OF PEOPLE FROM THE COMFORT OF THEIR OWN HOMES. HEALTH FIRST HAS INVESTED DEEPLY IN THIS TECHNOLOGY TO HELP KEEP OUR COMMUNITY SAFE.THE VIRTUAL VISIT TOOLS WE EFFECTIVELY AND IMMEDIATELY IMPLEMENTED DURING THE FIRST WAVE OF COVID-19 MADE A HUGE IMPACT AS HEALTH FIRST CONTINUED TO PROVIDE QUALITY CARE TO OUR PATIENTS.WITH THE COVID-19 PANDEMIC, THE FUTURE OF VIRTUAL VISITS WAS NO LONGER A "NICE TO HAVE" BUT INSTEAD, A "MUST HAVE," BASED ON THE RESPONSE HEALTH FIRST EXPERIENCED FROM PATIENTS.THE HEALTH FIRST NETWORK HAS EXPANDED THESE SERVICES TO INCLUDE WELL CARE VISITS, CHRONIC DISEASE MANAGEMENT, ACUTE VISITS, AND SPECIALIST CARE. IN 2024, THERE WERE 10,323 VIRTUAL VISIT PATIENTS THAT WERE SEEN BY HEALTH FIRST PROVIDERS.HEALTH FIRST PARTNERED WITH ATHENAHEALTH TO MODERNIZE OUR PATIENT INTAKE PROCESS.ATHENAHEALTH'S ELECTRONIC MEDICAL RECORD (EMR) SYSTEM ENHANCES THE PATIENT EXPERIENCE WITH A STREAMLINED, USER-FRIENDLY PORTAL. PATIENTS CAN CONVENIENTLY CHECK IN ONLINE BEFORE THEIR APPOINTMENT OR USE SELF-SERVICE TOOLS IN THE OFFICE FOR FASTER REGISTRATION. THE SYSTEM ALLOWS SECURE ONLINE PAYMENTS, REAL-TIME UPDATES, AND MESSAGING, SO PATIENTS CAN STAY INFORMED AND WAIT IN THEIR VEHICLES UNTIL THEY ARE NOTIFIED. WITH INTEGRATED TOOLS FOR ACCURATE RECORDKEEPING, ATHENA IMPROVES COMMUNICATION BETWEEN PATIENTS AND THEIR CARE TEAMS. HEALTH FIRST HAS ANNOUNCED THE INVESTMENT OF MORE THAN $160 MILLION AS PART OF A TWO-YEAR TRANSFORMATIVE PLAN TO MODERNIZE AND TRANSFORM BREVARD COUNTY'S HEALTHCARE EXPERIENCE FOR PATIENTS, HEALTH PLANS MEMBERS, PROVIDERS, AND CARE TEAMS.HEALTH FIRST IS PARTNERING WITH HEALTHCARE SOFTWARE VENDOR EPIC TO IMPROVE THE HEALTH AND WELLNESS OF THE COMMUNITIES WE SERVE. EPIC'S ELECTRONIC HEALTH RECORD (EHR) SYSTEM PROVIDES A MODERN, INTUITIVE PLATFORM TO ENHANCE THE PATIENT EXPERIENCE. WITH EPIC'S MYCHART, PATIENTS CAN EASILY CHECK IN ONLINE BEFORE THEIR APPOINTMENT OR USE CONVENIENT SELF-SERVICE OPTIONS IN THE OFFICE FOR FASTER REGISTRATION. THE SYSTEM OFFERS SECURE ONLINE BILL PAYMENTS, REAL-TIME APPOINTMENT UPDATES, AND MESSAGING, ALLOWING PATIENTS TO WAIT IN THEIR VEHICLES UNTIL NOTIFIED IT'S TIME TO ENTER. EPIC'S COMPREHENSIVE TOOLS STREAMLINE COMMUNICATION BETWEEN PATIENTS AND THEIR CARE TEAMS, ENSURING ACCURATE RECORDS AND SEAMLESS CARE COORDINATION.HEALTH FIRST OFFERS AN ENTERPRISE-WIDE PLATFORM FOR OUR ONLINE PROVIDER DIRECTORY NAMED KYRUUS. THE ENHANCED DIRECTORY STREAMLINES OUR ONLINE MEDICAL STAFF PROVIDER DIRECTORY. THE IMPROVEMENT WILL INCORPORATE SEARCH FILTER CRITERIA, MOBILE OPTIMIZATION AND MORE. THIS NOT ONLY INCREASED EASE OF ACCESS TO OUR NETWORK BUT ALSO BOOSTED THE CUSTOMER EXPERIENCE. WITH THE HEALTH FIRST DIRECTORY, CUSTOMERS CAN SEARCH USING KEY WORDS AND ACRONYMS, SUCH AS "PCP" INSTEAD OF "PRIMARY CARE PROVIDER, AND EVEN ABBREVIATIONS, SUCH AS "AFIB" INSTEAD OF "ATRIAL FIBRILLATION." THE SEARCH WILL ALSO INCORPORATE FILTERS SO CUSTOMERS CAN MATCH THEMSELVES WITH THE MOST APPROPRIATE PROVIDER FOR THEIR NEEDS.AS A NOT-FOR-PROFIT HEALTHCARE NETWORK, HEALTH FIRST IS COMMITTED TO IMPROVING THE HEALTH OF OUR COMMUNITY AND PROVIDING SERVICES REGARDLESS OF A PERSON'S ABILITY TO PAY. HEALTH FIRST'S DEDICATION TO HIGH-QUALITY, PATIENT-CENTERED HEALTHCARE IS REFLECTED IN OUR MISSION-DRIVEN COMMUNITY BENEFITS, WHICH IN 2024 TOTALED OVER $30.9 MILLION. THIS INCLUDED OVER $15 MILLION IN CHARITY CARE, PROVIDED AS A "SAFETY NET" FOR THOSE WHO WERE UNINSURED OR UNABLE TO PAY FOR HEALTHCARE SERVICES AND WEREN'T ELIGIBLE FOR PUBLIC/ GOVERNMENT PROGRAMS. EVERY THREE YEARS, HEALTH FIRST CONDUCTS A COMMUNITY HEALTH NEEDS ASSESSMENT. BASED ON THE MOST RECENT REPORT IN 2024, RECOMMENDATIONS WERE MADE BY HEALTH FIRST LEADERSHIP AND APPROVED BY THE HEALTH FIRST BOARD OF TRUSTEES TO ADDRESS THE FOLLOWING HEALTH DISPARITIES IN BREVARD COUNTY: 1- NUTRITION, PHYSICAL ACTIVITY, AND WEIGHT 2- ACCESS TO HEALTHCARE FOR A COPY OF OUR HEALTH FIRST SHARED SERVICES, INC. COMMUNITY BENEFIT REPORT, VISIT: HTTPS://HF.ORG/GIVING-BACK

    Expenses $86,041,957 · Revenue $65,176,207

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Terry L Forde

    PRESIDENT/CEO BEG 8/5/2024

    Total calculated
    $1,081,516
    From this org
    $1,073,540
    From related orgs
    $0
    Other
    $7,976
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $1,073,110
    Bonus
    $0
    Other
    $430
    Deferred
    $732
    Nontaxable benefits
    $7,244
    Filer's total
    $1,081,516

  • Taylor K Smith

    SECRETARY BEG 10/2024 FORMER CHAIR/ INTERIM CEO

    Total calculated
    $678,744
    From this org
    $678,744
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 6 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $678,744
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $678,744

  • James C Shaw

    VICE CHAIR

    Total calculated
    $23,575
    From this org
    $23,575
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 5 related

  • Dr Theodore R Richardson III

    TRUSTEE BEG 10/2023

    Total calculated
    $19,625
    From this org
    $19,625
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 5 related

  • Kim K Patrick

    TRUSTEE

    Total calculated
    $18,500
    From this org
    $18,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 8 related

  • Robert K Henry

    TRUSTEE

    Total calculated
    $17,914
    From this org
    $17,914
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 5 related

  • Larry S Bishop MD

    TRUSTEE

    Total calculated
    $16,547
    From this org
    $16,547
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 5 related

  • Joseph Gurri MD

    TRUSTEE

    Total calculated
    $9,932
    From this org
    $9,932
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 5 related

  • Dana S Kilborne

    TREASURER

    Total calculated
    $4,500
    From this org
    $4,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 5 related

  • Scott T Mikuen

    CHAIR BEG 10/2024 FORMER SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Duane R Davis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Randall L Haffner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Todd Goodman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Audrey Gregory

    TRUSTEE BEG 6/2024

    Total calculated
    $0
    Hours/week
    1

  • Paula B Just

    CHIEF EXPERIENCE OFFICER

    Total calculated
    $1,044,890
    From this org
    $1,014,712
    From related orgs
    $0
    Other
    $30,178
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $737,748
    Bonus
    $268,489
    Other
    $8,475
    Deferred
    $9,200
    Nontaxable benefits
    $20,978
    Filer's total
    $1,044,890

  • Kristen M Pulio

    EXEC VP CFO BEG 09/2024

    Total calculated
    $215,159
    From this org
    $213,908
    From related orgs
    $0
    Other
    $1,251
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $213,722
    Bonus
    $0
    Other
    $186
    Deferred
    $854
    Nontaxable benefits
    $397
    Filer's total
    $215,159

  • Nicholas W Romanello Esq

    SR VP/CORP COUNSEL

    Total calculated
    $1,042,107
    From this org
    $1,010,140
    From related orgs
    $0
    Other
    $31,967
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $624,475
    Bonus
    $228,219
    Other
    $157,446
    Deferred
    $9,200
    Nontaxable benefits
    $22,767
    Filer's total
    $1,042,107

  • Matthew F Gerrell

    SR VP HEALTH PLANS

    Total calculated
    $1,031,733
    From this org
    $1,001,555
    From related orgs
    $0
    Other
    $30,178
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $623,799
    Bonus
    $227,408
    Other
    $150,348
    Deferred
    $9,200
    Nontaxable benefits
    $20,978
    Filer's total
    $1,031,733

  • Michael W Carr

    SR. VP CIO

    Total calculated
    $758,798
    From this org
    $729,013
    From related orgs
    $0
    Other
    $29,785
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $452,046
    Bonus
    $166,176
    Other
    $110,791
    Deferred
    $6,154
    Nontaxable benefits
    $23,630
    Filer's total
    $758,797

  • Cheyana D Fischer

    CHIEF CLINICAL OFFICER CNO

    Total calculated
    $733,732
    From this org
    $705,598
    From related orgs
    $0
    Other
    $28,134
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $514,748
    Bonus
    $188,113
    Other
    $2,737
    Deferred
    $5,679
    Nontaxable benefits
    $22,455
    Filer's total
    $733,732

  • Michael E Mullowney

    PRESIDENT HOSPITAL DIVISION BEG 10/24

    Total calculated
    $651,230
    From this org
    $617,354
    From related orgs
    $0
    Other
    $33,876
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $444,545
    Bonus
    $170,363
    Other
    $2,446
    Deferred
    $9,200
    Nontaxable benefits
    $24,676
    Filer's total
    $651,230

  • Mary Jane Brecklin

    SYSTEM VP HUMAN RESOURCES

    Total calculated
    $550,568
    From this org
    $514,390
    From related orgs
    $0
    Other
    $36,178
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $384,609
    Bonus
    $115,303
    Other
    $14,478
    Deferred
    $9,200
    Nontaxable benefits
    $26,978
    Filer's total
    $550,568

  • Brian R Boggs

    SYS VP CHIEF ACCOUNTING OFFICER

    Total calculated
    $541,229
    From this org
    $509,881
    From related orgs
    $0
    Other
    $31,348
    Hours/week
    31 + 9 related

    Schedule J breakdown matched by us

    Base
    $408,710
    Bonus
    $99,929
    Other
    $1,242
    Deferred
    $9,200
    Nontaxable benefits
    $22,148
    Filer's total
    $541,229

  • Douglas B McKee

    VP CHIEF MED INFORMATICS

    Total calculated
    $518,785
    From this org
    $488,956
    From related orgs
    $0
    Other
    $29,829
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $388,889
    Bonus
    $95,165
    Other
    $4,902
    Deferred
    $7,375
    Nontaxable benefits
    $22,455
    Filer's total
    $518,786

  • Arthur C Springer II

    SYS VP CHIEF ACCOUNTING OFFICER

    Total calculated
    $471,884
    From this org
    $436,739
    From related orgs
    $0
    Other
    $35,145
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $349,020
    Bonus
    $86,745
    Other
    $974
    Deferred
    $9,200
    Nontaxable benefits
    $25,945
    Filer's total
    $471,884

  • Andrew Fink

    SR. VP COMMUNITY HEALTH SVCS BEG 8/2024

    Total calculated
    $437,150
    From this org
    $424,399
    From related orgs
    $0
    Other
    $12,751
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $423,506
    Bonus
    $0
    Other
    $893
    Deferred
    $4,800
    Nontaxable benefits
    $7,951
    Filer's total
    $437,150

  • Steven P Johnson

    FORMER PRESIDENT/CEO HFI

    Total calculated
    $282,041
    From this org
    $278,939
    From related orgs
    $0
    Other
    $3,102
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $9,008
    Bonus
    $0
    Other
    $269,931
    Deferred
    $0
    Nontaxable benefits
    $3,102
    Filer's total
    $282,041

  • Martin W Isenman MD

    FORMER TRUSTEE

    Total calculated
    $20,512
    From this org
    $20,512
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $20,512
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $20,512

  • John F Breitfeller

    FORMER VICE CHAIR

    Total calculated
    $14,866
    From this org
    $14,866
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $14,866
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $14,866

  • Pamela A Gatto

    FORMER TRUSTEE

    Total calculated
    $14,369
    From this org
    $14,369
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $14,369
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $14,369

  • Brett A Esrock

    FORMER EXEC VP CFO/COO END 7/24

    Total calculated
    $1,267,396
    From this org
    $1,236,188
    From related orgs
    $0
    Other
    $31,208
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $832,781
    Bonus
    $0
    Other
    $403,407
    Deferred
    $9,200
    Nontaxable benefits
    $22,008
    Filer's total
    $1,267,396

  • Michael A Scialdone

    FORMER EVP/CFO HFI

    Total calculated
    $473,129
    From this org
    $461,162
    From related orgs
    $0
    Other
    $11,967
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $461,162
    Deferred
    $0
    Nontaxable benefits
    $11,967
    Filer's total
    $473,129

  • Drew A Rector

    FORMER EXEC VP CSO

    Total calculated
    $322,036
    From this org
    $322,036
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $1,615
    Bonus
    $0
    Other
    $320,421
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $322,036

  • Jeffrey C Stalnaker MD

    FORMER SR VP CCO/INTERIM CEO HOSP

    Total calculated
    $555,124
    From this org
    $540,512
    From related orgs
    $0
    Other
    $14,612
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $531,682
    Bonus
    $0
    Other
    $8,830
    Deferred
    $1,932
    Nontaxable benefits
    $12,680
    Filer's total
    $555,124

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 · Travel for companions
  • 1a · Housing allowance or residence for personal use
  • 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 PAID FOR TEMPORARY HOUSING FOR ONE TRUSTEE/OFFICER. HOUSING ALLOWANCE FOR A BOARD OF TRUSTEE/OFFICER IS NOT CUSTOMARY FOR THE ORGANIZATION. ALSO, A BOARD OF TRUSTEE/OFFICER HAD A SPOUSE ACCOMPANY THEM DURING TRAVEL. ALL HOUSING PAYMENTS AND TRAVEL FOR COMPANIONS WERE REPORTED IN BOX 1 OF FORM 1099-NEC.
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 2024 FORM W-2: STEVEN P. JOHNSON - $269,931 DREW A. RECTOR - $320,421 MICHAEL A. SCIALDONE - $466,095 BRETT A. ESROCK - $397,041 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 $0 PAULA B. JUST $6,949 BRETT A. ESROCK $4,589 MICHAEL A. SCIALDONE $0 JEFFREY C. STALNAKER $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

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.

Related partnerships

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

  • DOCTORS GI PARTNERSHIP LTD

    RELATED · HEALTHCARE · FL

  • BREVARD DISTRIBUTION LLC

    RELATED · HEALTHCARE · FL · 50% owned · share of income $14,966 · share of assets $1,461,273

    Directly controlled by HEALTH FIRST SHARED SERVICES INC

  • HEALTH FIRST PRIVIA MEDICAL GROUP LLC

    RELATED · HEALTHCARE · FL · 51% owned

    Directly controlled by HEALTH FIRST MEDICAL GROUP LLC

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 -$140,225 · share of assets $8,852,400 · controlled entity

    Directly controlled by HEALTH FIRST HOLDING CORP

  • HEALTH FIRST HOLDING CORP

    C · HOLDING CORP. · FL · 100% owned · share of income $903,230 · share of assets $23,613,029 · controlled entity

    Directly controlled by HEALTH FIRST SHARED SERVICES INC

  • HEALTH FIRST MEDICAL MANAGEMENT INC

    C · HEALTH CARE · FL · 100% owned · share of income $2,996,560 · share of assets -$700,334 · 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 $124,793,677 · share of assets $275,316,066 · controlled entity

    Directly controlled by HEALTH FIRST HOLDING CORP

  • HOLMES REGIONAL ENTERPRISES INC

    C · REAL ESTATE · FL · 100% owned · share of income $1,122,842 · share of assets $7,170,112 · 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 $3,333,214 · share of assets $75,262,077 · controlled entity

    Directly controlled by HEALTH FIRST SHARED SERVICES INC

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202543219349305809

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