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Nonprofiteer
← VILLAGES REGIONAL HOSPITAL AUXILIARY INC

Form 990 for tax year 2023

Filed by VILLAGES REGIONAL HOSPITAL AUXILIARY INC.

Totals

Total revenue
$2,306,411
Total expenses
$446,695
Contributions and grants received
$757,528
Grants paid
$43,602
Program service revenue
$0
Investment income
$176,431
Other revenue
$1,372,452
Total assets, end of year
$7,157,609
Total liabilities, end of year
$60,580
Net assets or fund balances, end of year
$7,097,029
Program services expenses (Part IX)
$259,938
Management and general expenses
$186,757
Fundraising expenses
$0
Program service expenses (Part III)
$259,938

Program services were 58.2% 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.

  • 1c · Fundraising events

    $258,358

  • 1f · All other contributions, gifts and grants

    $499,170

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $176,431 · excluded $176,431

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: gross income

    $13,610

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

    $258,358

  • 8b · Fundraising events: direct expenses

    $118,296

  • 8c · Net income from fundraising events

    total -$104,686 · excluded -$104,686

  • 10a · Gross sales of inventory

    $1,663,950

  • 10b · Cost of goods sold

    $196,875

  • 10c · Net income from sales of inventory

    total $1,467,075 · excluded $1,467,075

  • 11a · Other revenue: Other Operating Revenue

    total $10,063 · related or exempt $10,063

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $10,063

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $43,602 · program services $43,602

  • 11g · Fees: other

    total $71,298 · program services $71,298 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $9,928 · program services $9,928

  • 13 · Office expenses

    total $98,941 · management and general $98,941

  • 16 · Occupancy

    total $26,953 · program services $26,953

  • 22 · Depreciation, depletion and amortization

    total $23,729 · management and general $23,729

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $41,463 · program services $41,463

  • 24e · All other expenses

    total $130,781 · program services $66,694 · management and general $64,087 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,370,007 · end of year $4,184,656

  • 4 · Accounts receivable

    beginning of year $4,789 · end of year $9,940

  • 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 $15,594

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $12,600

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

    $552,237

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

    $237,360

  • 10c · Land, buildings and equipment, net

    beginning of year $338,606 · end of year $314,877

  • 11 · Investments: publicly traded securities

    beginning of year $2,414,500 · end of year $2,634,248

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $1,288 · end of year $1,288

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $22,401

  • 19 · Deferred revenue

    beginning of year $105 · end of year $28,106

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $66,642 · end of year $10,073

  • 27 · Net assets without donor restrictions

    beginning of year $5,031,566 · end of year $7,046,058

  • 28 · Net assets with donor restrictions

    beginning of year $46,471 · end of year $50,971

Mission and programs · 2023

Mission

The organization's mission is to support UF Health SPANISH PLAINES Hospital (FKA UF Health The Villages Hospital.) The Foundation conducts programs dedicated to ensuring that adequate resources are available to maintain superior care at the hospital and its mission is carried out in a transparent and efficient manner.

Activities or mission (Part I)

THE ORGANIZATION'S MISSION IS TO SUPPORT THE PROGRAMS AND SERVICES OF UF HEALTH SPANISH PLAINES HOSPITAL ("UFSP").

  • THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO UNDERTAKE CHARITABLE AND EDUCATIONAL ACTIVITIES IN SUPPORT OF THE VILLAGES TRI-COUNTY MEDICAL CENTER, INC. (D/B/A UF HEALTH SPANISH PLAINES HOSPITAL), A RELATED TAX-EXEMPT HOSPITAL, AND ANY AFFILIATE OR SUBSIDIARY OF THE HOSPITAL WHO IS ALSO EXEMPT FROM TAX UNDER IRC SECTION 501(C)(3) TO OPERATE OR PARTICIPATE IN ANY ACTIVITY DESIGNED AND CARRIED ON TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY AS IS CONSISTENT WITH OR AUTHORIZED BY THE CORPORATE PURPOSES OF THE HOSPITAL. THE ORGANIZATION ALSO PROVIDES SCHOLARSHIPS TO EMPLOYEES OF THE HOSPITAL WHO ARE STUDENTS AND ARE PURSUING THEIR EDUCATION IN HEALTH CARE RELATED FIELDS AND WHO DEMONSTRATE A FINANCIAL NEED.

    Expenses $259,938 · Grants $43,602 · Revenue $10,063

As filed on the 2023 return.

Listed in Part VII

  • Andre Nacaxe

    Director/Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Candace Ginns

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • George Counselman

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Gloria Counselman

    AUXILIARY PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Michael Pape

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Angel Tafur

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bonnie Waggoner

    Director

    Total calculated
    $0
    Hours/week
    1

  • Christina Campbell

    DIRECTOR (BEG MARCH 2024)

    Total calculated
    $0
    Hours/week
    1

  • Cynthia Rabley

    Director

    Total calculated
    $0
    Hours/week
    1

  • David Gardner

    Director (thru Sept 2023)

    Total calculated
    $0
    Hours/week
    1

  • Diane Kupchak

    Director (thru Sept 2023)

    Total calculated
    $0
    Hours/week
    1

  • Edie Oteri

    Auxiliary Branch Member

    Total calculated
    $0
    Hours/week
    0.5

  • Joseph Lalonde

    Director (thru Dec 2023)

    Total calculated
    $0
    Hours/week
    1

  • Robert Reilly MD

    Director (thru Sept 2023)

    Total calculated
    $0
    Hours/week
    1

  • Ronald Dixon

    Director (thru March 2024)

    Total calculated
    $0
    Hours/week
    1

  • Sandie Witmer

    Director (beg Nov 2023)

    Total calculated
    $0
    Hours/week
    1

  • Scott Sander

    Director (thru Oct 2023)

    Total calculated
    $0
    Hours/week
    1

  • Erica Lebo

    EXECUTIVE DIRECTOR (BEG AUG 2023)

    Total calculated
    $179,583
    From this org
    $0
    From related orgs
    $157,306
    Other
    $22,277
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $145,759 related
    Bonus
    $0 + $11,424 related
    Other
    $0 + $123 related
    Deferred
    $0 + $6,004 related
    Nontaxable benefits
    $0 + $16,273 related
    Filer's total
    $0 + $179,583 related

  • Heather Long

    CEO UF HEALTH CFH

    Total calculated
    $696,685
    From this org
    $0
    From related orgs
    $660,792
    Other
    $35,893
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $552,415 related
    Bonus
    $0 + $106,900 related
    Other
    $0 + $1,477 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $16,093 related
    Filer's total
    $0 + $696,685 related

  • James J Kelly Jr

    INTERIM STHC CEO (THRU MARCH 2024)

    Total calculated
    $1,341,262
    From this org
    $0
    From related orgs
    $1,297,368
    Other
    $43,894
    Hours/week
    0.5 + 50.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $847,811 related
    Bonus
    $0 + $295,100 related
    Other
    $0 + $154,457 related
    Deferred
    $0 + $26,400 related
    Nontaxable benefits
    $0 + $17,494 related
    Filer's total
    $0 + $1,341,262 related

  • Jenna Krager

    Executive Director (thru July 2023)

    Total calculated
    $98,869
    From this org
    $0
    From related orgs
    $89,548
    Other
    $9,321
    Hours/week
    50

  • Julieann Girello

    Assistant Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Philip Braun JD

    VP/GENERAL COUNSEL UF HEALTH CENTRAL FLORIDA

    Total calculated
    $409,836
    From this org
    $0
    From related orgs
    $368,847
    Other
    $40,989
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $303,501 related
    Bonus
    $0 + $44,200 related
    Other
    $0 + $21,146 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $21,189 related
    Filer's total
    $0 + $409,836 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

None.

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

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS DETERMINED AND PAID BY SHANDS TEACHING HOSPITAL AND CLINICS, INC. ("STHC"), A RELATED TAX-EXEMPT ORGANIZATION. STHC UTILIZED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

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.

  • CF MANAGEMENT ADMINISTRATIVE COMPANY LLC

    N/A · Healthcare · FL

    Directly controlled by NA

  • CARE DELIVERY ALLIANCE LLC

    N/A · PHYSICIAN-HOSPITAL ORGANIZATION · FL

    Directly controlled by NA

  • UF HEALTH SOUTH CENTRAL LLC

    N/A · Health Services Joint Venture · FL

    Directly controlled by NA

  • FLORIDA GLOBAL FIXED INCOME FUND LLC

    N/A · Investments · FL

    Directly controlled by NA

  • CENTRAL FLORIDA CARDIOVASCULAR CO-MANAGEMENT COMPANY LLC

    N/A · HEALTHCARE · FL

    Directly controlled by NA

Related corporations and trusts

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

  • 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
202531359349306268

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