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Nonprofiteer
← SANTAFE HEALTHCARE INC

Form 990 for tax year 2022

Filed by SANTAFE HEALTHCARE INC.

Totals

Total revenue
$46,076,885
Total expenses
$37,052,116
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$23,340,720
Investment income
$22,736,165
Other revenue
$0
Total assets, end of year
$51,256,002
Total liabilities, end of year
$49,322,818
Net assets or fund balances, end of year
$1,933,184
Program services expenses (Part IX)
$7,993,444
Management and general expenses
$29,058,672
Fundraising expenses
$0
Program service expenses (Part III)
$7,993,444

Program services were 21.6% 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.

  • 2a · Program service revenue: MANAGEMENT FEES

    total $23,340,720 · related or exempt $23,340,720

  • 3 · Investment income

    total $5,770 · excluded $5,770

  • 7a · Gross sales of assets other than inventory

    securities $11,444,742 · other assets $30,420,294

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

    securities $12,227,464 · other assets $6,907,177

  • 7c · Gain or loss

    securities -$782,722 · other assets $23,513,117

  • 7d · Net gain or loss

    total $22,730,395 · excluded $22,730,395

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $22,523,092 · program services $5,001,628 · management and general $17,521,464

  • 7 · Other salaries and wages

    total $10,408,746 · program services $1,443,313 · management and general $8,965,433

  • 8 · Pension plan contributions

    total $936,549 · program services $33,625 · management and general $902,924

  • 9 · Other employee benefits

    total $455,827 · program services $158,655 · management and general $297,172

  • 10 · Payroll taxes

    total $946,105 · program services $422,302 · management and general $523,803

  • 11a · Fees: management

    total $869,261 · program services $869,261

  • 11b · Fees: legal

    total $64,351 · program services $2,448 · management and general $61,903

  • 11c · Fees: accounting

    total $158,275 · management and general $158,275

  • 11g · Fees: other

    total $396,075 · program services $12,905 · management and general $383,170

  • 13 · Office expenses

    total $77,729 · program services $17,307 · management and general $60,422

  • 16 · Occupancy

    total $69,784 · management and general $69,784

  • 17 · Travel

    total $50,178 · program services $27,000 · management and general $23,178

  • 22 · Depreciation, depletion and amortization

    total $14,967 · management and general $14,967

  • 23 · Insurance

    total $71,359 · management and general $71,359

  • 24a · Other expenses: COMMUNITY SPONSORSHIPS

    total $5,000 · program services $5,000

  • 24b · Other expenses: OTHER EXPENSES

    total $4,818 · management and general $4,818

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,247,363 · end of year $1,216,750

  • 2 · Savings and temporary cash investments

    beginning of year $4,918 · end of year $504,004

  • 9 · Prepaid expenses and deferred charges

    beginning of year $61,050 · end of year $61,550

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

    $4,956,454

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

    $138,899

  • 10c · Land, buildings and equipment, net

    beginning of year $904,117 · end of year $4,817,555

  • 11 · Investments: publicly traded securities

    beginning of year $14,915,623 · end of year $2,414,089

  • 15 · Other assets

    beginning of year $18,502,741 · end of year $42,242,054

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,940,755 · end of year $18,079,557

  • 25 · Other liabilities

    beginning of year $45,347,518 · end of year $31,243,261

  • 27 · Net assets without donor restrictions

    beginning of year -$10,652,461 · end of year $1,933,184

Mission and programs · 2022

Mission

THE MISSION OF SANTAFE HEALTHCARE, INC. IS TO SERVE AS THE NOT-FOR-PROFIT SYSTEM PARENT FOR ITS FAMILY OF NOT-FOR-PROFIT, MISSION-DRIVEN, AFFILIATE ORGANIZATIONS. SEE SCHEDULE O FOR CONTINUATION OF THE ORGANIZATION'S MISSION.(CONTINUED FROM PAGE 2, PART III) SANTAFE HEALTHCARE, INC. DELIVERS ITS MISSION BY PROVIDING FINANCIAL MANAGEMENT AND OVERSIGHT, AND STRATEGIC MANAGEMENT AND EXPERTISE TO ITS AFFILIATES, WHILE PROMOTING THE EFFECTIVE PROVISION OF HEALTHCARE, HOSPICE AND PALLIATIVE CARE, AND SENIOR HOUSING AND RELATED SERVICES THROUGH ITS AFFILATES. THIS MISSION IS GOVERNED THROUGH A LOCAL, COMMUNITY-BASED BOARD WHICH PROVIDES STRATEGIC DIRECTION AND VALUES-BASED OVERSIGHT AND SUPPORT.

Activities or mission (Part I)

TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE IN THE COMMUNITIES WE SERVE.

  • SANTAFE HEALTHCARE, INC. PROVIDED GOVERNANCE AND OVERSIGHT TO THE FOLLOWING AFFILIATED CHARITABLE, TAX-EXEMPT AND NOT-FOR-PROFIT ORGANIZATIONS: NORTH CENTRAL FLORIDA HOSPICE, INC.; SANTAFE SENIOR LIVING, INC.; NORTH FLORIDA RETIREMENT VILLAGE, INC.; BVG ACQUISITION, INC.; BONITA SPRINGS RETIREMENT VILLAGE, INC.; EAST RIDGE RETIREMENT VILLAGE, INC.; SANTAFE SENIOR LIVING FOUNDATION, INC.; AVMED, INC.; SF HOLDING CORP., INC.; HAVEN FOUNDATION, INC.; AND HFK CARE CORPORATION. TOTAL PROGRAM SERVICES EXPENSES FOR THESE AFFILIATED ORGANIZATIONS REPRESENTED APPROXIMATELY $1.1 BILLION IN 2022.

    Expenses $7,993,444 · Revenue $23,340,720

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • LAWRENCE G SCHREIBER

    PRESIDENT/CEO/DIRECTOR

    Total calculated
    $7,380,821
    From this org
    $2,028,776
    From related orgs
    $0
    Other
    $5,352,045
    Hours/week
    6 + 54 related

    Schedule J breakdown matched by us

    Base
    $1,034,262
    Bonus
    $723,436
    Other
    $271,078
    Deferred
    $5,330,295
    Nontaxable benefits
    $21,750
    Filer's total
    $7,380,821

  • JAMES M REPP

    PRESIDENT/COO-AVMED

    Total calculated
    $1,608,612
    From this org
    $1,406,629
    From related orgs
    $0
    Other
    $201,983
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $627,724
    Bonus
    $178,769
    Other
    $600,136
    Deferred
    $175,223
    Nontaxable benefits
    $26,760
    Filer's total
    $1,608,612

  • STEVEN M ZIEGLER

    SR VP LEGAL & COMPLIANCE/ASST SEC.

    Total calculated
    $1,531,916
    From this org
    $650,123
    From related orgs
    $0
    Other
    $881,793
    Hours/week
    6 + 54 related

    Schedule J breakdown matched by us

    Base
    $412,509
    Bonus
    $117,256
    Other
    $120,358
    Deferred
    $853,377
    Nontaxable benefits
    $28,416
    Filer's total
    $1,531,916

  • RANDALL L STUART

    SR VP/CFO/ASST TREAS. (THRU 3/31/22)

    Total calculated
    $949,039
    From this org
    $904,878
    From related orgs
    $0
    Other
    $44,161
    Hours/week
    3 + 57 related

    Schedule J breakdown matched by us

    Base
    $172,863
    Bonus
    $145,772
    Other
    $586,243
    Deferred
    $36,811
    Nontaxable benefits
    $7,350
    Filer's total
    $949,039

  • PAULINE E TAYLOR

    PRESIDENT-HAVEN HOSPICE & FOUNDATION

    Total calculated
    $623,352
    From this org
    $534,506
    From related orgs
    $0
    Other
    $88,846
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $354,526
    Bonus
    $164,333
    Other
    $15,647
    Deferred
    $57,838
    Nontaxable benefits
    $31,008
    Filer's total
    $623,352

  • PHILIP G BOWLING

    SR VP/CFO/ASST TREASURER

    Total calculated
    $608,518
    From this org
    $511,203
    From related orgs
    $0
    Other
    $97,315
    Hours/week
    3 + 57 related

    Schedule J breakdown matched by us

    Base
    $376,923
    Bonus
    $0
    Other
    $134,280
    Deferred
    $77,531
    Nontaxable benefits
    $19,784
    Filer's total
    $608,518

  • C ASHLEY ALLEN

    SR VP CHIEF MARKETING OFFICER-AVMED

    Total calculated
    $598,693
    From this org
    $485,634
    From related orgs
    $0
    Other
    $113,059
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $363,339
    Bonus
    $86,381
    Other
    $35,914
    Deferred
    $92,485
    Nontaxable benefits
    $20,574
    Filer's total
    $598,693

  • FRANK IZQUIERDO

    SR VP PROVIDER SOLUTIONS-AVMED

    Total calculated
    $586,134
    From this org
    $458,804
    From related orgs
    $0
    Other
    $127,330
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $369,737
    Bonus
    $65,930
    Other
    $23,137
    Deferred
    $95,198
    Nontaxable benefits
    $32,132
    Filer's total
    $586,134

  • CHRISTINE M SHIPLEY

    SR VP CHIEF PEOPLE OFFICER-AVMED

    Total calculated
    $581,878
    From this org
    $480,727
    From related orgs
    $0
    Other
    $101,151
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $358,698
    Bonus
    $90,688
    Other
    $31,341
    Deferred
    $90,199
    Nontaxable benefits
    $10,952
    Filer's total
    $581,878

  • ERIC D JOHNSON PHD

    SR VP CHIEF ACTUARY, CIO-AVMED

    Total calculated
    $580,939
    From this org
    $461,306
    From related orgs
    $0
    Other
    $119,633
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $374,489
    Bonus
    $62,818
    Other
    $23,999
    Deferred
    $93,731
    Nontaxable benefits
    $25,902
    Filer's total
    $580,939

  • SHIRLEY CODADA MD

    CHIEF MEDICAL OFFICER-HAVEN HOSPICE

    Total calculated
    $447,109
    From this org
    $404,696
    From related orgs
    $0
    Other
    $42,413
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $349,536
    Bonus
    $35,191
    Other
    $19,969
    Deferred
    $17,981
    Nontaxable benefits
    $24,432
    Filer's total
    $447,109

  • PAUL AITKEN MD

    SR VP/CHIEF MEDICAL OFFICER-AVMED

    Total calculated
    $437,201
    From this org
    $358,035
    From related orgs
    $0
    Other
    $79,166
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $297,809
    Bonus
    $0
    Other
    $60,226
    Deferred
    $62,485
    Nontaxable benefits
    $16,681
    Filer's total
    $437,201

  • ROBERT D BONNELL MD

    REGIONAL MEDICAL DIRECTOR-AVMED

    Total calculated
    $423,785
    From this org
    $380,711
    From related orgs
    $0
    Other
    $43,074
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $298,809
    Bonus
    $49,023
    Other
    $32,879
    Deferred
    $11,554
    Nontaxable benefits
    $31,520
    Filer's total
    $423,785

  • TIMOTHY MATSUBARA

    VP FINANCE-AVMED

    Total calculated
    $415,770
    From this org
    $362,307
    From related orgs
    $0
    Other
    $53,463
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    $280,857
    Bonus
    $54,145
    Other
    $27,305
    Deferred
    $24,655
    Nontaxable benefits
    $28,808
    Filer's total
    $415,770

  • DULCE M SICLE

    VP SALES-COMMERCIAL BUSINESS-AVMED

    Total calculated
    $408,296
    From this org
    $374,594
    From related orgs
    $0
    Other
    $33,702
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $223,139
    Bonus
    $135,094
    Other
    $16,361
    Deferred
    $23,455
    Nontaxable benefits
    $10,247
    Filer's total
    $408,296

  • RONALD E JENNETTE

    PRESIDENT-SFSL

    Total calculated
    $396,333
    From this org
    $353,438
    From related orgs
    $0
    Other
    $42,895
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $306,816
    Bonus
    $0
    Other
    $46,622
    Deferred
    $31,079
    Nontaxable benefits
    $11,816
    Filer's total
    $396,333

  • ANDRES GONZALEZ

    VP DEPUTY GENERAL COUNSEL-AVMED

    Total calculated
    $364,957
    From this org
    $335,906
    From related orgs
    $0
    Other
    $29,051
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $270,660
    Bonus
    $42,213
    Other
    $23,033
    Deferred
    $26,237
    Nontaxable benefits
    $2,814
    Filer's total
    $364,957

  • TROY R HART

    PRESIDENT-SFSL (THRU 1/15/22)

    Total calculated
    $191,321
    From this org
    $187,103
    From related orgs
    $0
    Other
    $4,218
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $106,331
    Bonus
    $0
    Other
    $80,772
    Deferred
    $676
    Nontaxable benefits
    $3,542
    Filer's total
    $191,321

  • GLENDA E HOOD

    CHAIR/DIRECTOR

    Total calculated
    $55,158
    From this org
    $55,158
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1 + 2.9 related

  • BENJAMIN I DOERR JR

    TREASURER/DIRECTOR

    Total calculated
    $45,596
    From this org
    $45,596
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1 + 1.4 related

  • JACKSON N SASSER PHD

    VICE CHAIR/DIRECTOR

    Total calculated
    $45,269
    From this org
    $45,269
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1 + 1.4 related

  • JAMES D LEE

    DIRECTOR

    Total calculated
    $43,469
    From this org
    $43,469
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1 + 1.4 related

  • PAMELA J MOONEY PHD

    DIRECTOR

    Total calculated
    $43,142
    From this org
    $43,142
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1 + 1.4 related

  • KATHERINE L FERNANDEZ

    SECRETARY/DIRECTOR

    Total calculated
    $41,996
    From this org
    $41,996
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1 + 1.4 related

  • KEVIN R MADDRON

    DIRECTOR

    Total calculated
    $27,780
    From this org
    $27,780
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1 + 1.4 related

  • GREGORY A HAILE

    DIRECTOR

    Total calculated
    $27,780
    From this org
    $27,780
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1 + 1.4 related

  • RITA M BARRETO

    DIRECTOR

    Total calculated
    $27,780
    From this org
    $27,780
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1 + 1.4 related

  • GEORGE E FLETCHER

    DIRECTOR (THRU 3/31/22)

    Total calculated
    $13,890
    From this org
    $13,890
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1 + 1.4 related

  • ROBERT L EPLING

    TREASURER/DIRECTOR (THRU 1/31/22)

    Total calculated
    $0
    Hours/week
    0.1 + 1.4 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 · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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
TAX GROSS-UP PAYMENTS OCCUR FOR GROUP VARIABLE LIFE INSURANCE PREMIUMS PAID ON BEHALF OF THE LISTED AND OTHER EMPLOYEES. EMPLOYER PAID PREMIUMS ARE DEEMED TO BE TAXABLE COMPENSATION AND ARE GROSSED-UP FOR THE TAX IMPACT PRIOR TO BEING ADDED AS IMPUTED INCOME TO AN EMPLOYEE'S YEAR-END FORM W-2. TAX GROSS-UP PAYMENTS ARE PROVIDED FOR VESTED DISTRIBUTIONS FROM THE DEFINED CONTRIBUTION AND (NOW FROZEN) DEFINED BENEFIT PENSION RESTORATION PLANS.
PART I, LINE 3
LAWRENCE G SCHREIBER IS THE PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO) OF SANTAFE HEALTHCARE, INC. MR. SCHREIBER IS COMPENSATED BY SANTAFE HEALTHCARE, INC. SANTAFE HEALTHCARE, INC. UTILIZES THE FOLLOWING PROCESS TO ESTABLISH THE CEO'S COMPENSATION AND BENEFITS: THE BOARD OF DIRECTORS ANNUALLY RETAINS AN INDEPENDENT THIRD PARTY COMPENSATION AND BENEFITS CONSULTING FIRM (FIRM) TO CONDUCT A MARKET COMPETITIVENESS REVIEW OF THE CEO'S TOTAL DIRECT COMPENSATION (BASE SALARY, ANNUAL INCENTIVES AND LONG TERM INCENTIVES) AND BENEFITS. THE COMPETITIVE ANALYSIS INCLUDES COMPARISON TO SIMILAR POSITIONS IN COMPANIES OF SIMILAR SIZE WITHIN THE SAME OR SIMILAR INDUSTRY. THE FIRM MAKES RECOMMENDATIONS, IF ANY, DIRECTLY TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ESTABLISHES THE FINAL COMPENSATION AND BENEFIT PACKAGE FOR THE CEO TAKING INTO CONSIDERATION THE MARKET COMPETITIVENESS REVIEW AND FINAL RECOMMENDATION OF THE FIRM. THE FIRM PROVIDES AN OPINION LETTER REGARDING THE REASONABLENESS OF THE FINAL COMPENSATION AND BENEFITS PACKAGE. THE ACTIONS OF THE BOARD ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETING.
PART I, LINE 4B
(RELATES TO PART I, LINE 4A): LISTED PERSONS ARE EMPLOYEES OF SANTAFE HEALTHCARE, INC. AND ARE COVERED UNDER A SEVERANCE POLICY. THE SEVERANCE POLICY INCLUDES MONTHLY PAYMENTS UP TO A MAXIMUM OF 12 - 36 MONTHS UNDER QUALIFYING CIRCUMSTANCES DEPENDING ON POSITION. NO ONE LISTED RECEIVED SEVERANCE OR CHANGE OF CONTROL PAYMENTS DURING 2022. PART I, LINE 4B: SANTAFE HEALTHCARE, INC. MAINTAINS TWO ACTIVE NONQUALIFIED RETIREMENT PLANS FOR A CERTAIN GROUP OF EXECUTIVES. ONE PLAN RESTORES RETIREMENT BENEFITS EQUIVALENT TO QUALIFIED 401(K) BENEFITS ON INCOME EARNED IN EXCESS OF THE INTERNAL REVENUE SERVICE CODE SECTION 401(A)(17) RECOGNIZABLE PAY LIMITS (A DEFINED CONTRIBUTION RESTORATION PLAN). VESTING FOR THIS PLAN IS ACHIEVED AT AGE 55 AND 10 YEARS OF SERVICE OR AT AGE 65 AND 5 YEARS OF SERVICE. THE SECOND SUPPLEMENTAL DEFINED CONTRIBUTION PLAN PROVIDES ADDITIONAL RETIREMENT INCOME BASED ON A PERCENTAGE OF BASE SALARY AND VESTS AT THREE AND FIVE YEARS OF SERVICE. LISTED PERSONS VESTED AND RECEIVED PAYMENTS FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN 2022 AS FOLLOWS: JAMES M REPP 550,958 RANDALL L STUART 526,840 LAWRENCE G SCHREIBER 117,037 STEVEN M ZIEGLER 98,272 TROY R HART 52,951 CHRISTINE M SHIPLEY 25,304 C ASHLEY ALLEN 24,766 ERIC D JOHNSON PHD 21,258 ROBERT D BONNELL MD 19,032 TIMOTHY MATSUBARA 18,053 ANDRES GONZALEZ 17,757
SCHEDULE J, PART II:
CERTAIN SENIOR EXECUTIVES ARE ACCOUNTABLE FOR AND PERFORM SERVICES FOR SANTAFE HEALTHCARE, INC. AND EACH OF ITS AFFILIATES. SANTAFE HEALTHCARE, INC. AND AFFILIATES REPRESENT A DIVERSIFIED FAMILY OF NOT-FOR-PROFIT ORGANIZATIONS. THESE SENIOR EXECUTIVES ARE PAID DIRECTLY BY SANTAFE HEALTHCARE, INC. AND THEIR COMPENSATION AND BENEFITS ARE APPORTIONED AND CHARGED TO THE RESPECTIVE AFFILIATES BASED ON THE ESTIMATED AMOUNT OF TIME SPENT ON EACH AFFILIATE'S ACTIVITIES.
SCHEDULE J, PART II, COLUMN C:
LAWRENCE G SCHREIBER AND STEVEN M ZIEGLER ARE EMPLOYEES OF SANTAFE HEALTHCARE, INC. AS A RESULT OF THE SALE OF AVMED, INC. AS DESCRIBED IN SCHEDULE O, MR. SCHREIBER AND MR. ZIEGLER EARNED ADDITIONAL COMPENSATION PAYABLE IN 2023 AND 2024, WHICH IS CONTINGENT UPON THEIR EMPLOYMENT BY SANTAFE HEALTHCARE, INC. THE ADDITIONAL COMPENSATION WILL BE PAID ENTIRELY BY SANTAFE HEALTHCARE, INC. AND WILL NOT BE ALLOCATED OR CHARGED TO ITS AFFILIATES. THE ADDITIONAL COMPENSATION IS REPORTED AS DEFERRED IN SCHEDULE J, PART II, COLUMN C FOR MR. SCHREIBER AND MR. ZIEGLER AND TOTALS $5,000,000 AND $841,177, RESPECTIVELY.

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.

Related corporations and trusts

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

  • SF HOLDING CORP INC

    C · HOLDING COMPANY · FL · 100% owned · controlled entity

    Directly controlled by SANTAFE HEALTHCARE INC

  • AVMED ADMINISTRATORS INC

    C · THIRD PARTY ADMINISTRATIVE SERVICES · FL

  • CHARITABLE REMAINDER UNITRUSTS (2)

    CHARITABLE REMAINDER UNITRUST · FL

Provenance

Return type
form_990
Tax year
2022
Filed
8 November 2023
IRS schema version
2022v5.0
Source object
202313129349303191

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