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Nonprofiteer
← SOUTHEASTERN HEALTHCARE FOUNDATION

Form 990 for tax year 2024

Filed by SOUTHEASTERN HEALTHCARE FOUNDATION.

Totals

Total revenue
$6,077,609
Total expenses
$5,827,304
Contributions and grants received
$0
Grants paid
$809,537
Program service revenue
$5,848,667
Investment income
$228,942
Other revenue
$0
Total assets, end of year
$9,002,749
Total liabilities, end of year
$5,100,759
Net assets or fund balances, end of year
$3,901,990
Program services expenses (Part IX)
$5,827,304
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$5,827,304

Program services were 100.0% 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: REIMBURSEMENTS RECEIVED FROM AFFILIATES

    total $5,848,667 · related or exempt $5,848,667

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $228,942 · excluded $228,942

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $809,537 · program services $809,537

  • 11g · Fees: other

    total $1,114,290 · program services $1,114,290 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $68,583 · program services $68,583

  • 16 · Occupancy

    total $123,507 · program services $123,507

  • 19 · Conferences, conventions and meetings

    total $39,297 · program services $39,297

  • 24a · Other expenses: EXPENSES PAID ON BEHALF OF AFFILIATES

    total $3,595,730 · program services $3,595,730

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $74,915 · program services $74,915

  • 24c · Other expenses: Dues/Subscriptions/Memberships

    total $1,445 · program services $1,445

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $8,520,772 · end of year $8,839,495

  • 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

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $332,942 · end of year $163,254

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,007,759 · end of year $2,168,924

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $2,194,270 · end of year $2,931,835

  • 27 · Net assets without donor restrictions

    beginning of year $3,651,685 · end of year $3,901,990

Mission and programs · 2024

Mission

The organization's mission is support UF Health 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)

SOUTHEASTERN HEALTHCARE FOUNDATION, INC. SUPPORTS THE MISSION OF UF Health Shands ("STHC") AND THE UNIVERSITY OF FLORIDA COLLEGE OF MEDICINE.

  • SOUTHEASTERN HEALTHCARE FOUNDATION, INC. PROVIDES AID AND SUPPORT TO UF Health Shands ("STHC"), A RELATED TAX-EXEMPT ORGANIZATION, TO HELP STHC FURTHER ITS MISSION OF IMPROVING INDIVIDUAL AND COMMUNITY HEALTH THROUGH DISCOVERY, CLINICAL AND TRANSLATIONAL SCIENCE AND TECHNOLOGY, EXCEPTIONAL EDUCATION, AND PATIENT-CENTERED, INNOVATIVE, HIGH-QUALITY HEALTH CARE.

    Expenses $5,827,304 · Grants $809,537 · Revenue $5,848,667

As filed on the 2024 return.

Listed in Part VII

  • David Nelson MD

    President/Director/UF SVP Health Affairs

    Total calculated
    $1,666,139
    From this org
    $0
    From related orgs
    $1,606,258
    Other
    $59,881
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,229,335 related
    Bonus
    $0 + $370,800 related
    Other
    $0 + $6,123 related
    Deferred
    $0 + $34,466 related
    Nontaxable benefits
    $0 + $25,415 related
    Filer's total
    $0 + $1,666,139 related

  • Kent Bailey

    Treasurer/Director/ VP Finance STHC

    Total calculated
    $418,911
    From this org
    $0
    From related orgs
    $396,924
    Other
    $21,987
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $337,631 related
    Bonus
    $0 + $31,190 related
    Other
    $0 + $28,103 related
    Deferred
    $0 + $7,571 related
    Nontaxable benefits
    $0 + $14,416 related
    Filer's total
    $0 + $418,911 related

  • Michael Holmes

    Chairman / Director / SVP and Greater Gainesville Regional President

    Total calculated
    $0
    Hours/week
    0.5 + 49.5 related

  • Stephen Motew MD

    Chairman / UF HEALTH PRES & SYSTEM CEO

    Total calculated
    $1,608,122
    From this org
    $0
    From related orgs
    $1,585,335
    Other
    $22,787
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,238,596 related
    Bonus
    $0 + $233,750 related
    Other
    $0 + $112,989 related
    Deferred
    $0 + $10,800 related
    Nontaxable benefits
    $0 + $11,987 related
    Filer's total
    $0 + $1,608,122 related

  • Jennifer Hunt MD

    DIRECTOR/Interim Dean, UF College of Medicine

    Total calculated
    $1,070,160
    From this org
    $0
    From related orgs
    $1,020,210
    Other
    $49,950
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $854,132 related
    Bonus
    $0 + $162,406 related
    Other
    $0 + $3,672 related
    Deferred
    $0 + $20,006 related
    Nontaxable benefits
    $0 + $29,944 related
    Filer's total
    $0 + $1,070,160 related

  • Thomas William Young ESQ

    Director/ UF Health Chief Legal Officer

    Total calculated
    $541,578
    From this org
    $0
    From related orgs
    $479,098
    Other
    $62,480
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $397,465 related
    Bonus
    $0 + $78,300 related
    Other
    $0 + $3,333 related
    Deferred
    $0 + $34,918 related
    Nontaxable benefits
    $0 + $27,562 related
    Filer's total
    $0 + $541,578 related

  • Geoffrey Gardner

    UF Health EVP and CFO

    Total calculated
    $180,643
    From this org
    $0
    From related orgs
    $179,547
    Other
    $1,096
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $54,547 related
    Bonus
    $0
    Other
    $0 + $125,000 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $1,096 related
    Filer's total
    $0 + $180,643 related

  • James J Kelly Jr

    Former INTERIM STHC CEO

    Total calculated
    $571,313
    From this org
    $0
    From related orgs
    $551,039
    Other
    $20,274
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,702 related
    Bonus
    $0 + $203,810 related
    Other
    $0 + $116,527 related
    Deferred
    $0 + $15,645 related
    Nontaxable benefits
    $0 + $4,629 related
    Filer's total
    $0 + $571,313 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 organization's top management official is Stephen Motew, President and System CEO. His compensation is established by UF Health Corporation, a related organization, utilizing the following methods: -Approval by the compensation committee -Independent compensation consultant -Form 990 of other organizations -Compensation study

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

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

  • Shands HealthCare 457(b) Top Hat Plan

    Trust · TRUST - 457(B) TOP HAT PLAN · FL

    Directly controlled by NA

  • FLAGLER HOSPITAL EXECUTIVE SAVINGS PLAN

    Trust · TRUST - EXECUTIVE SAVINGS PLAN · FL

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
15 May 2026
IRS schema version
2024v5.1
Source object
202611359349309731

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