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Nonprofiteer
← SHANDS TEACHING HOSPITAL AND CLINICS INC

Form 990 for tax year 2023

Filed by SHANDS TEACHING HOSPITAL AND CLINICS INC.

Totals

Total revenue
$2,654,559,483
Total expenses
$2,500,956,494
Contributions and grants received
$17,866,242
Grants paid
$337,832,831
Program service revenue
$2,610,491,696
Investment income
$13,929,744
Other revenue
$12,271,801
Total assets, end of year
$3,251,724,635
Total liabilities, end of year
$1,450,958,936
Net assets or fund balances, end of year
$1,800,765,699
Program services expenses (Part IX)
$2,167,318,916
Management and general expenses
$328,969,920
Fundraising expenses
$4,667,658
Program service expenses (Part III)
$2,167,318,916

Program services were 86.7% 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.

  • 1a · Federated campaigns

    $179

  • 1c · Fundraising events

    $2,768,326

  • 1d · Related organizations

    $2,438,329

  • 1e · Government grants (contributions)

    $9,673,569

  • 1f · All other contributions, gifts and grants

    $2,985,839

  • 1g · Noncash contributions included above

    $138,438

  • 2a · Program service revenue: Net Patient Service Revenue

    total $2,572,573,582 · related or exempt $2,572,573,582

  • 2b · Program service revenue: LifeQuest Organ Recovery Services

    total $22,268,500 · related or exempt $22,268,500

  • 2c · Program service revenue: PHARMACY & OTHER HEALTHCARE SERVICES

    total $6,861,087 · related or exempt $6,861,087

  • 2d · Program service revenue: Affiliate Rents

    total $4,497,442 · related or exempt $4,497,442

  • 2e · Program service revenue: Addiction Recovery Programs

    total $4,291,085 · related or exempt $4,291,085

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $13,853,009 · excluded $13,853,009

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    other assets $76,735

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

    other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $76,735

  • 7d · Net gain or loss

    total $76,735 · excluded $76,735

  • 8a · Fundraising events: gross income

    $1,633

  • 8a · Fundraising events: contributions included on line 1c

    $2,768,326

  • 8b · Fundraising events: direct expenses

    $295,857

  • 8c · Net income from fundraising events

    total -$294,224 · excluded -$294,224

  • 11a · Other revenue: Hotel

    total $7,299,042 · related or exempt $929,723 · unrelated business $6,369,319

  • 11b · Other revenue: FOOD SERVICES

    total $4,267,680 · related or exempt $4,267,680

  • 11c · Other revenue: Sports Performance

    total $159,397 · related or exempt $159,397

  • 11d · All other revenue

    total $839,906 · related or exempt $839,906 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $12,566,025

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $334,743,364 · program services $334,743,364

  • 2 · Grants to domestic individuals

    total $3,089,467 · program services $3,089,467

  • 5 · Compensation of officers, directors and key employees

    total $7,653,798 · management and general $7,653,798

  • 6 · Compensation of disqualified persons

    total $295,128 · management and general $295,128

  • 7 · Other salaries and wages

    total $713,525,167 · program services $589,963,364 · management and general $122,495,000 · fundraising $1,066,803

  • 8 · Pension plan contributions

    total $66,984,573 · program services $55,384,793 · management and general $11,499,630 · fundraising $100,150

  • 9 · Other employee benefits

    total $73,660,650 · program services $60,213,596 · management and general $13,420,651 · fundraising $26,403

  • 10 · Payroll taxes

    total $63,138,604 · program services $52,860,414 · management and general $10,124,897 · fundraising $153,293

  • 11b · Fees: legal

    total $1,034,313 · management and general $1,034,313

  • 11c · Fees: accounting

    total $602,930 · management and general $602,930

  • 11d · Fees: lobbying

    total $247,123 · management and general $247,123

  • 11f · Fees: investment management

    total $1,325,643 · management and general $1,325,643

  • 11g · Fees: other

    total $276,643,024 · program services $260,254,331 · management and general $14,070,036 · fundraising $2,318,657

  • 12 · Advertising and promotion

    total $9,311,947 · program services $4,090,815 · management and general $5,215,559 · fundraising $5,573

  • 13 · Office expenses

    total $59,289,938 · program services $40,014,859 · management and general $18,661,277 · fundraising $613,802

  • 14 · Information technology

    total $25,072,228 · program services $11,901,553 · management and general $13,156,616 · fundraising $14,059

  • 16 · Occupancy

    total $82,013,582 · program services $40,736,587 · management and general $41,232,637 · fundraising $44,358

  • 17 · Travel

    total $5,208,540 · program services $3,187,112 · management and general $1,811,172 · fundraising $210,256

  • 19 · Conferences, conventions and meetings

    total $1,025,870 · program services $305,353 · management and general $684,153 · fundraising $36,364

  • 20 · Interest

    total $40,998,430 · program services $35,249,817 · management and general $5,748,613

  • 22 · Depreciation, depletion and amortization

    total $101,821,087 · program services $48,333,522 · management and general $53,430,470 · fundraising $57,095

  • 23 · Insurance

    total $7,491,198 · program services $3,556,002 · management and general $3,930,995 · fundraising $4,201

  • 24a · Other expenses: Medical Supplies

    total $599,247,765 · program services $599,247,765

  • 24b · Other expenses: Assessment FEES

    total $22,540,312 · program services $22,540,312

  • 24c · Other expenses: DUES/SUBSCRIPTIONS/MEMBERSHIPS

    total $2,973,052 · program services $704,029 · management and general $2,264,159 · fundraising $4,864

  • 24d · Other expenses: OTHER PATIENT COSTS

    total $540,897 · program services $540,897

  • 24e · All other expenses

    total $477,864 · program services $400,964 · management and general $65,120 · fundraising $11,780

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,518 · end of year $13,497

  • 2 · Savings and temporary cash investments

    beginning of year $2,572,696 · end of year $13,208,341

  • 3 · Pledges and grants receivable

    beginning of year $39,279 · end of year $238,014

  • 4 · Accounts receivable

    beginning of year $384,741,735 · end of year $556,176,158

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $48,761,727 · end of year $49,634,486

  • 9 · Prepaid expenses and deferred charges

    beginning of year $246,440,899 · end of year $228,192,563

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

    $2,594,048,580

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

    $1,230,395,944

  • 10c · Land, buildings and equipment, net

    beginning of year $1,230,248,994 · end of year $1,363,652,636

  • 11 · Investments: publicly traded securities

    beginning of year $32,224,817 · end of year $33,292,334

  • 12 · Investments: other securities

    beginning of year $970,503,951 · end of year $917,192,425

  • 13 · Investments: program-related

    beginning of year $16,848,565 · end of year $18,007,879

  • 15 · Other assets

    beginning of year $69,997,401 · end of year $72,116,302

  • 17 · Accounts payable and accrued expenses

    beginning of year $346,438,744 · end of year $393,520,497

  • 19 · Deferred revenue

    beginning of year $79,454,035 · end of year $73,318,963

  • 20 · Tax-exempt bond liabilities

    beginning of year $783,248,610 · end of year $764,195,881

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $133,090,000 · end of year $134,510,000

  • 25 · Other liabilities

    beginning of year $69,040,458 · end of year $85,413,595

  • 27 · Net assets without donor restrictions

    beginning of year $1,588,355,570 · end of year $1,797,635,068

  • 28 · Net assets with donor restrictions

    beginning of year $2,766,165 · end of year $3,130,631

Mission and programs · 2023

Mission

At UF Health, our mission is to promote health through outstanding and high-quality patient care, innovative and rigorous education in the health professions and biomedical sciences, and high-impact research across the spectrum of basic, translational and clinical investigation.

Activities or mission (Part I)

Promote health through outstanding and high-quality patient care, innovative and rigorous education, and high-impact research.

  • SHANDS TEACHING HOSPITAL AND CLINICS, INC. ("STHC") IS A FLORIDA NOT-FOR-PROFIT CORPORATION AND OPERATES A MULTI-HOSPITAL SYSTEM. INCLUDED IS A TERTIARY CARE TEACHING INSTITUTION OF 1054 BEDS, AN INPATIENT PSYCHIATRIC AND SUBSTANCE ABUSE FACILITY OF 81 BEDS AND A HOSPITAL BASED HOME CARE AGENCY. SHANDS' COMMUNITY BENEFIT IS A PLANNED, MANAGED, ORGANIZED, AND MEASURED APPROACH TO A HEALTH CARE ORGANIZATION'S PARTICIPATION IN MEETING IDENTIFIED COMMUNITY HEALTH NEEDS. IT IS A COLLABORATION TO MEET THE NEEDS OF ITS RESIDENTS - PARTICULARLY THE POOR AND OTHER UNDERSERVED GROUPS - BY IMPROVING HEALTH STATUS AND QUALITY OF LIFE. COMMUNITY BENEFIT PROJECTS AND SERVICES ARE IDENTIFIED AS A RESULT OF A COMMUNITY HEALTH NEEDS ASSESSMENT, STRATEGIC AND/OR CLINICAL PRIORITIES AND PARTNERSHIP AREAS OF ATTENTION. COMMUNITY BENEFIT CATEGORIES INCLUDE FINANCIAL ASSISTANCE, COMMUNITY HEALTH SERVICES, HEALTH PROFESSIONS EDUCATION, RESEARCH AND DONATIONS. UF HEALTH SHANDS HOSPITAL HAS A LONG HISTORY OF PROVIDING COMMUNITY BENEFITS. UF HEALTH SHANDS HOSPITAL HAS POLICIES PROVIDING FINANCIAL ASSISTANCE FOR PATIENTS REQUIRING CARE BUT HAVE LIMITED OR NO MEANS TO PAY FOR THAT CARE. THESE POLICIES PROVIDE FREE OR DISCOUNTED HEALTH AND HEALTH-RELATED SERVICES TO PERSONS WHO QUALIFY UNDER CERTAIN INCOME AND ASSET CRITERIA. COMMUNITY HEALTH SERVICES INCLUDES COMMUNITY HEALTH EDUCATION, COUNSELING AND SUPPORT SERVICES AND HEALTH CARE SCREENINGS. HEALTH PROFESSIONS EDUCATION INCLUDES EDUCATION PROVIDED IN CLINICAL SETTINGS SUCH AS INTERNSHIPS AND PROGRAMS FOR PHYSICIANS, NURSES AND ALLIED HEALTH PROFESSIONALS. IT ALSO INCLUDES SCHOLARSHIPS FOR HEALTH PROFESSIONAL EDUCATION RELATED TO PROVIDING COMMUNITY HEALTH IMPROVEMENT SERVICES AND SPECIALTY IN-SERVICE PROGRAMS TO PROFESSIONALS IN THE COMMUNITY. RESEARCH INCLUDES STUDIES ON HEALTH CARE DELIVERY, UNREIMBURSED STUDIES ON THERAPEUTIC PROTOCOLS, EVALUATION OF INNOVATIVE TREATMENTS, AND RESEARCH PAPERS PREPARED FOR PROFESSIONAL JOURNALS. DONATIONS INCLUDE FUNDS AND IN-KIND SERVICES BENEFITING THE COMMUNITY-AT-LARGE.

    Expenses $2,167,318,916 · Grants $337,832,831 · Revenue $2,616,688,402

As filed on the 2023 return.

Listed in Part VII

  • David Nelson MD

    Chairman/President/UF SVP Health Affairs

    Total calculated
    $1,291,515
    From this org
    $0
    From related orgs
    $1,233,849
    Other
    $57,666
    Hours/week
    2 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,229,037 related
    Bonus
    $0
    Other
    $0 + $4,812 related
    Deferred
    $0 + $32,769 related
    Nontaxable benefits
    $0 + $24,897 related
    Filer's total
    $0 + $1,291,515 related

  • James J Kelly Jr

    INTERIM STHC CEO (THRU MARCH 2024)

    Total calculated
    $1,341,262
    From this org
    $1,297,368
    From related orgs
    $0
    Other
    $43,894
    Hours/week
    45 + 6 related

    Schedule J breakdown matched by us

    Base
    $847,811
    Bonus
    $295,100
    Other
    $154,457
    Deferred
    $26,400
    Nontaxable benefits
    $17,494
    Filer's total
    $1,341,262

  • Stephen Motew MD

    President/CEO UF Health (BEG APRIL 2024)

    Total calculated
    $0
    Hours/week
    1 + 46.5 related

  • Anita Zucker PHD

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Colleen Koch MD

    Director/UF College of Medicine Dean (THRU JAN 2024)

    Total calculated
    $1,083,309
    From this org
    $0
    From related orgs
    $1,041,815
    Other
    $41,494
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $862,292 related
    Bonus
    $0 + $173,400 related
    Other
    $0 + $6,123 related
    Deferred
    $0 + $17,439 related
    Nontaxable benefits
    $0 + $24,055 related
    Filer's total
    $0 + $1,083,309 related

  • Dana Zimmel DVM DACVIM

    Director/UF College of Veterinary Medicine Dean

    Total calculated
    $457,439
    From this org
    $0
    From related orgs
    $405,991
    Other
    $51,448
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $405,991 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $28,862 related
    Nontaxable benefits
    $0 + $22,586 related
    Filer's total
    $0 + $457,439 related

  • Edmund Beebe

    Director (THRU JAN 2024)

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Gilbert Upchurch MD

    Director/UF Dept of Surgery Chair

    Total calculated
    $1,063,377
    From this org
    $0
    From related orgs
    $1,020,252
    Other
    $43,125
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $871,628 related
    Bonus
    $0 + $142,501 related
    Other
    $0 + $6,123 related
    Deferred
    $0 + $17,444 related
    Nontaxable benefits
    $0 + $25,681 related
    Filer's total
    $0 + $1,063,377 related

  • Gregory Lewis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Jennifer Hunt MD

    DIRECTOR/Interim Dean, UF College of Medicine

    Total calculated
    $744,891
    From this org
    $0
    From related orgs
    $699,726
    Other
    $45,165
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $641,154 related
    Bonus
    $0 + $54,900 related
    Other
    $0 + $3,672 related
    Deferred
    $0 + $16,264 related
    Nontaxable benefits
    $0 + $28,901 related
    Filer's total
    $0 + $744,891 related

  • Jonathan Licht MD

    Director /UF Health Cancer Center Director

    Total calculated
    $1,029,004
    From this org
    $0
    From related orgs
    $990,244
    Other
    $38,760
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $799,698 related
    Bonus
    $0 + $180,946 related
    Other
    $0 + $9,600 related
    Deferred
    $0 + $17,663 related
    Nontaxable benefits
    $0 + $21,097 related
    Filer's total
    $0 + $1,029,004 related

  • Kevin Lintner

    DIRECTOR (beg Nov 2023)

    Total calculated
    $155,587
    From this org
    $0
    From related orgs
    $139,248
    Other
    $16,339
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $82,248 related
    Bonus
    $0 + $57,000 related
    Other
    $0
    Deferred
    $0 + $11,230 related
    Nontaxable benefits
    $0 + $5,109 related
    Filer's total
    $0 + $155,587 related

  • Li-Ming Su MD

    Director/UF Dept of Urology Chairman

    Total calculated
    $862,994
    From this org
    $0
    From related orgs
    $808,242
    Other
    $54,752
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $727,580 related
    Bonus
    $0 + $75,850 related
    Other
    $0 + $4,812 related
    Deferred
    $0 + $29,093 related
    Nontaxable benefits
    $0 + $25,659 related
    Filer's total
    $0 + $862,994 related

  • Linda Hudson

    DIRECTOR

    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

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Taylor Jantz

    DIRECTOR (UF Presidential designee) / UF INTERIM SVP/CFO (BEG JULY 2023)

    Total calculated
    $259,097
    From this org
    $0
    From related orgs
    $239,014
    Other
    $20,083
    Hours/week
    0.5 + 41.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $109,834 related
    Bonus
    $0 + $60,000 related
    Other
    $0 + $69,180 related
    Deferred
    $0 + $14,974 related
    Nontaxable benefits
    $0 + $5,109 related
    Filer's total
    $0 + $259,097 related

  • Timothy Morey MD

    DIRECTOR/CHIEF MEDICAL OFFICER

    Total calculated
    $843,454
    From this org
    $0
    From related orgs
    $786,393
    Other
    $57,061
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $669,609 related
    Bonus
    $0 + $111,972 related
    Other
    $0 + $4,812 related
    Deferred
    $0 + $32,662 related
    Nontaxable benefits
    $0 + $24,399 related
    Filer's total
    $0 + $843,454 related

  • Todd Neville

    Director (beg Sept 2023)

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Kevin Coleman ESQ

    Assistant Secretary/Senior Associate General Counsel

    Total calculated
    $227,871
    From this org
    $195,360
    From related orgs
    $0
    Other
    $32,511
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $188,217
    Bonus
    $0
    Other
    $7,143
    Deferred
    $15,956
    Nontaxable benefits
    $16,555
    Filer's total
    $227,871

  • Lawrence McDowell ESQ

    Assistant Secretary/Senior Associate General Counsel

    Total calculated
    $316,287
    From this org
    $273,402
    From related orgs
    $0
    Other
    $42,885
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $246,370
    Bonus
    $25,688
    Other
    $1,344
    Deferred
    $22,455
    Nontaxable benefits
    $20,430
    Filer's total
    $316,287

  • Randall Jenkins ESQ

    Secretary/SVP and General Counsel

    Total calculated
    $613,837
    From this org
    $0
    From related orgs
    $561,881
    Other
    $51,956
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $516,665 related
    Bonus
    $0 + $41,125 related
    Other
    $0 + $4,091 related
    Deferred
    $0 + $28,940 related
    Nontaxable benefits
    $0 + $23,016 related
    Filer's total
    $0 + $613,837 related

  • Robert Thornton

    CHIEF FINANCIAL OFFICER

    Total calculated
    $666,759
    From this org
    $617,796
    From related orgs
    $0
    Other
    $48,963
    Hours/week
    44.5 + 6 related

    Schedule J breakdown matched by us

    Base
    $488,561
    Bonus
    $79,000
    Other
    $50,235
    Deferred
    $23,100
    Nontaxable benefits
    $25,863
    Filer's total
    $666,759

  • Thomas William Young ESQ

    Secretary/CLO

    Total calculated
    $510,722
    From this org
    $0
    From related orgs
    $453,991
    Other
    $56,731
    Hours/week
    0.5 + 50.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $355,290 related
    Bonus
    $0 + $95,800 related
    Other
    $0 + $2,901 related
    Deferred
    $0 + $29,109 related
    Nontaxable benefits
    $0 + $27,622 related
    Filer's total
    $0 + $510,722 related

  • Traci d'Auguste

    SVP/COO

    Total calculated
    $877,727
    From this org
    $838,171
    From related orgs
    $0
    Other
    $39,556
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $622,152
    Bonus
    $139,900
    Other
    $76,119
    Deferred
    $19,800
    Nontaxable benefits
    $19,756
    Filer's total
    $877,727

  • Anna Michelle Brandt

    VP and Chief of Staff (Thru Oct 2023)

    Total calculated
    $400,597
    From this org
    $365,817
    From related orgs
    $0
    Other
    $34,780
    Hours/week
    49.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $233,138
    Bonus
    $55,800
    Other
    $76,879
    Deferred
    $21,986
    Nontaxable benefits
    $12,794
    Filer's total
    $400,597

  • Bradley Pollitt

    VP Facilities Development

    Total calculated
    $451,311
    From this org
    $406,322
    From related orgs
    $0
    Other
    $44,989
    Hours/week
    49.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $264,710
    Bonus
    $67,200
    Other
    $74,412
    Deferred
    $25,020
    Nontaxable benefits
    $19,969
    Filer's total
    $451,311

  • Cindy Charyulu-Dra

    VP Revenue Cycle

    Total calculated
    $481,729
    From this org
    $441,992
    From related orgs
    $0
    Other
    $39,737
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $349,078
    Bonus
    $69,000
    Other
    $23,914
    Deferred
    $23,100
    Nontaxable benefits
    $16,637
    Filer's total
    $481,729

  • Edward Daech

    Sr VP Human Resources

    Total calculated
    $616,563
    From this org
    $579,512
    From related orgs
    $0
    Other
    $37,051
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $395,033
    Bonus
    $131,300
    Other
    $53,179
    Deferred
    $15,782
    Nontaxable benefits
    $21,269
    Filer's total
    $616,563

  • Gloria Lipori

    SVP/CIO

    Total calculated
    $758,309
    From this org
    $710,384
    From related orgs
    $0
    Other
    $47,925
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $489,530
    Bonus
    $121,700
    Other
    $99,154
    Deferred
    $26,400
    Nontaxable benefits
    $21,525
    Filer's total
    $758,309

  • Irene Alexaitis

    VP and Chief Nursing officer

    Total calculated
    $507,906
    From this org
    $465,007
    From related orgs
    $0
    Other
    $42,899
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $364,730
    Bonus
    $72,800
    Other
    $27,477
    Deferred
    $26,400
    Nontaxable benefits
    $16,499
    Filer's total
    $507,906

  • Jeffrey West

    VP Managed Care

    Total calculated
    $419,450
    From this org
    $383,964
    From related orgs
    $0
    Other
    $35,486
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $319,148
    Bonus
    $63,000
    Other
    $1,816
    Deferred
    $19,800
    Nontaxable benefits
    $15,686
    Filer's total
    $419,450

  • Joseph Mandernach

    Chief Development Officer

    Total calculated
    $392,967
    From this org
    $0
    From related orgs
    $360,870
    Other
    $32,097
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $332,043 related
    Bonus
    $0 + $26,200 related
    Other
    $0 + $2,627 related
    Deferred
    $0 + $29,004 related
    Nontaxable benefits
    $0 + $3,093 related
    Filer's total
    $0 + $392,967 related

  • Nicole M Iovine MD PhD

    Interim Chief Quality officer

    Total calculated
    $309,047
    From this org
    $0
    From related orgs
    $291,587
    Other
    $17,460
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $276,234 related
    Bonus
    $0 + $11,099 related
    Other
    $0 + $4,254 related
    Deferred
    $0 + $15,446 related
    Nontaxable benefits
    $0 + $2,014 related
    Filer's total
    $0 + $309,047 related

  • Robert Michalski

    VP Compliance & Privacy

    Total calculated
    $430,301
    From this org
    $389,466
    From related orgs
    $0
    Other
    $40,835
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $320,256
    Bonus
    $64,900
    Other
    $4,310
    Deferred
    $19,800
    Nontaxable benefits
    $21,035
    Filer's total
    $430,301

  • Robert Nappo

    AVP Surgical Services

    Total calculated
    $277,172
    From this org
    $239,693
    From related orgs
    $0
    Other
    $37,479
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $206,834
    Bonus
    $20,896
    Other
    $11,963
    Deferred
    $19,593
    Nontaxable benefits
    $17,886
    Filer's total
    $277,172

  • Thomas Johns

    Assoc VP Operations

    Total calculated
    $337,328
    From this org
    $292,895
    From related orgs
    $0
    Other
    $44,433
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $267,214
    Bonus
    $24,588
    Other
    $1,093
    Deferred
    $24,032
    Nontaxable benefits
    $20,401
    Filer's total
    $337,328

  • Billy McCarty MD

    Medical Director GatorCare

    Total calculated
    $451,700
    From this org
    $410,045
    From related orgs
    $0
    Other
    $41,655
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $333,918
    Bonus
    $68,291
    Other
    $7,836
    Deferred
    $19,800
    Nontaxable benefits
    $21,855
    Filer's total
    $451,700

  • Heather Long

    CEO UF HEALTH CFH

    Total calculated
    $696,685
    From this org
    $660,792
    From related orgs
    $0
    Other
    $35,893
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $552,415
    Bonus
    $106,900
    Other
    $1,477
    Deferred
    $19,800
    Nontaxable benefits
    $16,093
    Filer's total
    $696,685

  • Justin Senior

    CEO Safety Net Hosp Alliance of FL

    Total calculated
    $711,028
    From this org
    $667,735
    From related orgs
    $0
    Other
    $43,293
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $489,317
    Bonus
    $94,500
    Other
    $83,918
    Deferred
    $19,800
    Nontaxable benefits
    $23,493
    Filer's total
    $711,028

  • Lesli Ward

    VP and Chief HRO, UF Health Jacksonville

    Total calculated
    $454,248
    From this org
    $408,546
    From related orgs
    $0
    Other
    $45,702
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $361,677
    Bonus
    $44,280
    Other
    $2,589
    Deferred
    $26,400
    Nontaxable benefits
    $19,302
    Filer's total
    $454,248

  • Marvin Dewar MD JD

    UFP CEO/Sr Assoc Dean UF COM

    Total calculated
    $761,849
    From this org
    $668,006
    From related orgs
    $28,661
    Other
    $65,182
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $514,292 + $28,661 related
    Bonus
    $0
    Other
    $153,714
    Deferred
    $26,400 + $1,593 related
    Nontaxable benefits
    $37,189
    Filer's total
    $731,595 + $30,254 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

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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 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 $12,125,894 · assets $6,028,173

    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.

  • UF Health South Central LLC

    Related · Health Services Joint Venture · FL · 50% owned · share of income $379,022 · share of assets $4,710,007 · general or managing partner

    Directly controlled by STHC

  • Florida Global Fixed Income Fund LLC (co UFICO)

    Excluded · Investments · FL · 80.46% owned · share of income -$19,151,628 · share of assets $221,417,252

    Directly controlled by UFICO

  • Care Delivery Alliance LLC

    N/A · physician-hospital organization · FL

    Directly controlled by NA

  • Central Florida Cardiovascular Co-Management Company LLC

    N/A · HEALTHCARE · FL

    Directly controlled by NA

  • CF MANAGEMENT ADMINISTRATIVE COMPANY LLC

    N/A · HEALTHCARE · FL

    Directly controlled by NA

Related corporations and trusts

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

  • SOUTHERN HOSPITAL SYSTEMS INC

    C Corporation · SUPPORT FOR SHANDS JACKSONVILLE MEDICAL CENTER, INC. · FL

    Directly controlled by NA

  • FLAGLER HEALTH SERVICES INC

    C Corporation · REAL ESTATE LEASING · FL

    Directly controlled by NA

  • HEALTH PARK OWNERS ASSOCIATION

    C Corporation · PROPERTY MANAGEMENT · FL

    Directly controlled by NA

  • ANDERSON GIBBS CONDOMINIUM ASSOCIATION

    C Corporation · PROPERTY MANAGEMENT · FL

    Directly controlled by NA

  • FLAGLER PROFESSIONAL HEALTH CARE SERVICES

    C Corporation · HEALTHCARE · FL

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202531359349307808

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

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