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Nonprofiteer
← HEALTH FIRST INC

Form 990 for tax year 2023

Filed by HEALTH FIRST INC.

Totals

Total revenue
$0
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Mission and programs · 2023

Mission

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

  • THE PRIMARY EXEMPT PURPOSE OF HEALTH FIRST, INC. (HFI) IS TO PROVIDE GOVERNANCE AND SUPPORT TO HEALTH FIRST SHARED SERVICES, INC. (HFSS), HOLMES REGIONAL MEDICAL CENTER, INC. (HRMC), PALM BAY HOSPITAL (PBH), CAPE CANAVERAL HOSPITAL, INC. (CCH), VIERA HOSPITAL (VH), AND HOSPICE OF HEALTH FIRST, INC. (HHF) TO MAKE AVAILABLE THE INFRASTRUCTURE TO PROVIDE PATIENT CARE. THE SERVICES PROVIDED BY HFI THROUGH THE GOVERNANCE OF HFSS INCLUDE BUT ARE NOT LIMITED TO: STRATEGIC PLANNING, MANAGEMENT AND ADMINISTRATIVE SUPPORT SERVICES, AND INTEGRAL SERVICES IN IT, FINANCE.MORE SPECIFICALLY, HFI/HFSS ASSISTS ITS AFFILIATED ORGANIZATIONS WITH:1. COORDINATION OF PATIENT CARE SERVICES ACROSS ALL ITS HOSPITAL PROVIDER LOCATIONS TO REDUCE 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 LIVE IN CENTRAL AND SOUTH BREVARD COUNTY.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Nicholas W Romanello Esq

    ASSISTANT SECRETARY

    Total calculated
    $848,197
    From this org
    $0
    From related orgs
    $817,230
    Other
    $30,967
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $606,524 related
    Bonus
    $0 + $57,551 related
    Other
    $0 + $153,155 related
    Deferred
    $0 + $9,000 related
    Nontaxable benefits
    $0 + $21,967 related
    Filer's total
    $0 + $848,197 related

  • Taylor K Smith

    CHAIR / INTERIM CEO END 8/5/2024

    Total calculated
    $516,274
    From this org
    $0
    From related orgs
    $516,274
    Other
    $0
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $516,274 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $516,274 related

  • Larry S Bishop MD

    TRUSTEE

    Total calculated
    $27,206
    From this org
    $0
    From related orgs
    $27,206
    Other
    $0
    Hours/week
    1 + 5 related

  • James C Shaw

    VICE CHAIR

    Total calculated
    $23,489
    From this org
    $0
    From related orgs
    $23,489
    Other
    $0
    Hours/week
    1 + 5 related

  • Robert K Henry

    TRUSTEE

    Total calculated
    $19,875
    From this org
    $0
    From related orgs
    $19,875
    Other
    $0
    Hours/week
    1 + 5 related

  • Joseph Gurri MD

    TRUSTEE

    Total calculated
    $18,219
    From this org
    $0
    From related orgs
    $18,219
    Other
    $0
    Hours/week
    1 + 5 related

  • Dana S Kilborne

    TREASURER

    Total calculated
    $18,000
    From this org
    $0
    From related orgs
    $18,000
    Other
    $0
    Hours/week
    1 + 5 related

  • Scott T Mikuen

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Dr Theodore Richardson III

    TRUSTEE BEG. 10/2024

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kim K Patrick

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 8 related

  • Brett A Esrock

    EXEC VP CFO/COO END 7/15/2024

    Total calculated
    $1,008,497
    From this org
    $0
    From related orgs
    $980,450
    Other
    $28,047
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $887,244 related
    Bonus
    $0 + $84,169 related
    Other
    $0 + $9,037 related
    Deferred
    $0 + $9,000 related
    Nontaxable benefits
    $0 + $19,047 related
    Filer's total
    $0 + $1,008,497 related

  • Terry L Forde

    PRESIDENT/CEO BEG. 8/5/2024

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • Kristen M Pulio

    EXECUTIVE VP CFO BEG. 9/23/24

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • Steven P Johnson

    PRESIDENT/CEO (END 2/2023)

    Total calculated
    $1,724,795
    From this org
    $0
    From related orgs
    $1,703,863
    Other
    $20,932
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $401,576 related
    Bonus
    $0
    Other
    $0 + $1,302,287 related
    Deferred
    $0 + $4,874 related
    Nontaxable benefits
    $0 + $16,058 related
    Filer's total
    $0 + $1,724,795 related

  • Alan L Prestwood

    FORMER TRUSTEE END 9/30/2023

    Total calculated
    $151,760
    From this org
    $0
    From related orgs
    $151,760
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $151,760 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $151,760 related

  • Martin W Isenman MD

    FORMER TRUSTEE

    Total calculated
    $20,061
    From this org
    $0
    From related orgs
    $20,061
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $20,061 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $20,061 related

  • Pamela A Gatto

    FORMER TRUSTEE

    Total calculated
    $13,570
    From this org
    $0
    From related orgs
    $13,570
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $13,570 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $13,570 related

  • Drew A Rector

    FORMER EXEC VP CSO

    Total calculated
    $1,223,538
    From this org
    $0
    From related orgs
    $1,195,781
    Other
    $27,757
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $309,307 related
    Bonus
    $0
    Other
    $0 + $886,474 related
    Deferred
    $0 + $3,845 related
    Nontaxable benefits
    $0 + $23,912 related
    Filer's total
    $0 + $1,223,538 related

  • Michael A Scialdone

    FORMER EVP/CFO HFI

    Total calculated
    $819,729
    From this org
    $0
    From related orgs
    $799,466
    Other
    $20,263
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $52,705 related
    Bonus
    $0
    Other
    $0 + $746,761 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $20,263 related
    Filer's total
    $0 + $819,729 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

  • 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 3
COMPENSATION IS PAID BY HEALTH FIRST SHARED SERVICES, INC. EIN: 59-3336894. THE FILING ORGANIZATION RELIED ON HEALTH FIRST SHARED SERVICES, INC. FOR ESTABLISHING THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. SEE CORE 990, PART VI, SECTION B, LINE 15 ON SCHEDULE O FOR FURTHER INFORMATION REGARDING THE PROCESS UTILIZED.
PART I, LINES 4A-B
PART I, LINE 4A: THE FOLLOWING SEVERANCE PAYMENTS ARE INCLUDED IN TAXABLE COMPENSATION REPORTED ON 2023 W-2: STEVEN P. JOHNSON $1,289,699 DREW A. RECTOR 556,521 MICHAEL A. SCIALDONE $745,064 PART I, 4B: THE FOLLOWING INDIVIDUAL PARTICIPATES IN CAP-EX (A SPLIT DOLLAR LIFE INSURANCE AGREEMENT IN PLACE OF A TRADITIONAL SERP) AND HAS ESTABLISHED A PREMIUM DEPOSIT ACCOUNT. THE ACCOUNT IS CONNECTED TO THE INSURANCE POLICY AND WILL BE USED TO PAY FUTURE PREMIUMS ON THE POLICY. THE INDIVIDUAL IS TAXED ON ANY EARNINGS GENERATED BY THIS ACCOUNT. DURING THE TAX YEAR, THE FOLLOWING INDIVIDUAL RECEIVED A TAX WITHDRAWAL AMOUNT TO COVER THEIR TAX LIABILITY. SEE HEALTH FIRST SHARED SERVICES, INC. (EIN: 59-3336894) FORM 990, AND RELATED SCHEDULES FOR FUTHER DETAILS ON THE PROGRAM. STEVEN P. JOHNSON $0 BRETT A. ESROCK $3,092 MICHAEL A. SCIALDONE $0

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

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 · controlled entity

  • HEALTH FIRST HOLDING CORP

    C · HOLDING CORP. · FL · controlled entity

  • HEALTH FIRST MEDICAL MANAGEMENT INC

    C · HEALTH CARE · FL · controlled entity

  • HEALTH FIRST PHYSICIAN SPECIALTIES

    C · HEALTH CARE · FL · controlled entity

  • HEALTH FIRST PHYSICIANS INC

    C · HEALTH CARE · FL · controlled entity

  • HOLMES REGIONAL ENTERPRISES INC

    C · REAL ESTATE · FL · controlled entity

  • PHYSICIANS GI PARTNERSHIP INC

    C · HEALTH CARE · FL · controlled entity

  • SPACE COAST INDEMNITY

    C · SELF-INSURANCE · CJ · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202531349349306258

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