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← FLORIDA HOSPITAL HEALTHCARE PARTNERS INC

Form 990 for tax year 2022

Filed by FLORIDA HOSPITAL HEALTHCARE PARTNERS INC.

Totals

Total revenue
$212,111,873
Total expenses
$212,081,850
Contributions and grants received
$759,025
Grants paid
$0
Program services expenses (Part IX)
$197,858,727
Management and general expenses
$14,223,123
Fundraising expenses
$0
Program service expenses (Part III)
$197,858,727

Program services were 93.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Davis Brent

    Director

    Total calculated
    $741,504
    From this org
    $0
    From related orgs
    $603,791
    Other
    $137,713
    Hours/week
    0.2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $478,024 related
    Bonus
    $0 + $110,337 related
    Other
    $0 + $15,430 related
    Deferred
    $0 + $90,095 related
    Nontaxable benefits
    $0 + $47,618 related
    Filer's total
    $0 + $741,504 related

  • Gilbert-Droge Ilene V

    CEO/Director

    Total calculated
    $644,454
    From this org
    $0
    From related orgs
    $543,865
    Other
    $100,589
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $394,166 related
    Bonus
    $0 + $96,853 related
    Other
    $0 + $52,846 related
    Deferred
    $0 + $56,221 related
    Nontaxable benefits
    $0 + $44,368 related
    Filer's total
    $0 + $644,454 related

  • Goodman Todd A

    Director

    Total calculated
    $2,027,198
    From this org
    $0
    From related orgs
    $1,822,857
    Other
    $204,341
    Hours/week
    0.2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $860,712 related
    Bonus
    $0 + $218,316 related
    Other
    $0 + $743,829 related
    Deferred
    $0 + $145,900 related
    Nontaxable benefits
    $0 + $58,441 related
    Filer's total
    $0 + $2,027,198 related

  • Haffner PhD Randall

    Director

    Total calculated
    $2,610,276
    From this org
    $0
    From related orgs
    $2,420,244
    Other
    $190,032
    Hours/week
    0.2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,552,405 related
    Bonus
    $0 + $562,179 related
    Other
    $0 + $305,660 related
    Deferred
    $0 + $145,900 related
    Nontaxable benefits
    $0 + $44,132 related
    Filer's total
    $0 + $2,610,276 related

  • Thompson Michael

    Dir/Chairman

    Total calculated
    $1,370,772
    From this org
    $0
    From related orgs
    $1,223,927
    Other
    $146,845
    Hours/week
    3 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $638,734 related
    Bonus
    $0 + $197,706 related
    Other
    $0 + $387,487 related
    Deferred
    $0 + $96,504 related
    Nontaxable benefits
    $0 + $50,341 related
    Filer's total
    $0 + $1,370,772 related

  • Zbaraschuk Amy

    Dir/Sec/Treas (End 12/22)

    Total calculated
    $802,236
    From this org
    $0
    From related orgs
    $680,236
    Other
    $122,000
    Hours/week
    0.2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $468,436 related
    Bonus
    $0 + $132,293 related
    Other
    $0 + $79,507 related
    Deferred
    $0 + $75,918 related
    Nontaxable benefits
    $0 + $46,082 related
    Filer's total
    $0 + $802,236 related

  • Fulton Sam

    CFO/VP of Finance (End 1/22)

    Total calculated
    $103,410
    From this org
    $0
    From related orgs
    $98,865
    Other
    $4,545
    Hours/week
    50

  • Patenaude Lisa

    CFO/VP of Finance (Beg. 6/22)

    Total calculated
    $170,270
    From this org
    $0
    From related orgs
    $156,161
    Other
    $14,109
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $141,146 related
    Bonus
    $0
    Other
    $0 + $15,015 related
    Deferred
    $0 + $6,564 related
    Nontaxable benefits
    $0 + $7,545 related
    Filer's total
    $0 + $170,270 related

  • Jordan MD Darin E

    CMO

    Total calculated
    $601,646
    From this org
    $0
    From related orgs
    $509,407
    Other
    $92,239
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $383,846 related
    Bonus
    $0 + $75,525 related
    Other
    $0 + $50,036 related
    Deferred
    $0 + $48,728 related
    Nontaxable benefits
    $0 + $43,511 related
    Filer's total
    $0 + $601,646 related

  • Nolan Ryan J

    COO

    Total calculated
    $474,875
    From this org
    $0
    From related orgs
    $389,964
    Other
    $84,911
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $302,213 related
    Bonus
    $0 + $56,784 related
    Other
    $0 + $30,967 related
    Deferred
    $0 + $41,989 related
    Nontaxable benefits
    $0 + $42,922 related
    Filer's total
    $0 + $474,875 related

  • Guru MD Samir

    Physician

    Total calculated
    $1,791,695
    From this org
    $1,763,392
    From related orgs
    $0
    Other
    $28,303
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $658,699
    Bonus
    $1,100,354
    Other
    $4,339
    Deferred
    $16,400
    Nontaxable benefits
    $11,903
    Filer's total
    $1,791,695

  • Mangonon MD Patrick

    Physician

    Total calculated
    $1,566,439
    From this org
    $1,521,665
    From related orgs
    $0
    Other
    $44,774
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $787,975
    Bonus
    $714,860
    Other
    $18,830
    Deferred
    $16,400
    Nontaxable benefits
    $28,374
    Filer's total
    $1,566,439

  • Mckinley MD Joseph

    Physician

    Total calculated
    $1,525,038
    From this org
    $1,480,490
    From related orgs
    $0
    Other
    $44,548
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $547,337
    Bonus
    $899,384
    Other
    $33,769
    Deferred
    $16,400
    Nontaxable benefits
    $28,148
    Filer's total
    $1,525,038

  • Nasr MD Issam R

    Physician

    Total calculated
    $1,718,563
    From this org
    $1,674,016
    From related orgs
    $0
    Other
    $44,547
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $538,464
    Bonus
    $1,126,591
    Other
    $8,961
    Deferred
    $16,400
    Nontaxable benefits
    $28,147
    Filer's total
    $1,718,563

  • Vinas MD Federico

    Physician

    Total calculated
    $1,654,910
    From this org
    $1,628,967
    From related orgs
    $0
    Other
    $25,943
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $863,212
    Bonus
    $759,009
    Other
    $6,746
    Deferred
    $16,400
    Nontaxable benefits
    $9,543
    Filer's total
    $1,654,910

  • Presswood J Clay

    Former VP of Finance

    Total calculated
    $496,770
    From this org
    $0
    From related orgs
    $391,754
    Other
    $105,016
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $302,798 related
    Bonus
    $0 + $56,332 related
    Other
    $0 + $32,624 related
    Deferred
    $0 + $61,641 related
    Nontaxable benefits
    $0 + $43,375 related
    Filer's total
    $0 + $496,770 related

  • Celano Patricia

    Former Regional CCO

    Total calculated
    $1,870,874
    From this org
    $0
    From related orgs
    $1,713,469
    Other
    $157,405
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $586,288 related
    Bonus
    $0 + $120,334 related
    Other
    $0 + $1,006,847 related
    Deferred
    $0 + $109,292 related
    Nontaxable benefits
    $0 + $48,113 related
    Filer's total
    $0 + $1,870,874 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 — 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 · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Discretionary spending account
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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
The filing organization is a part of the system of healthcare organizations known as AdventHealth. Members of the filing organization's executive management team that hold the position of Vice-President or above are compensated by and on the payroll of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC), the parent organization of the healthcare system known as AdventHealth. AHSSHC is exempt from federal income tax under IRC Section 501(c)(3). The filing organization reimburses AHSSHC for the salary and benefit cost of those executives on the payroll of AHSSHC. At the direction of AHSSHC, and in accordance with the reserved powers in the filing organization's governing documents, the executive team listed on Part VII provides services to the filing organization. Travel for companions: AHSSHC has a Corporate Executive Policy that provides a benefit to allow for a traveling AHSSHC executive to have his or her spouse accompany the executive on certain business trips each year. Typically, reimbursement is only provided to certain executive leaders and is usually limited to one business trip per year beyond the annual AdventHealth President's Council business meeting and other meetings where the spouse is specifically invited. The AHSSHC Corporate Executive Spousal Travel Policy was originally approved and reviewed by the AHSSHC Board Compensation Committee, an independent body of the AHSSHC Board of Directors. All spousal travel costs reimbursed to the executive are considered taxable compensation to the executive. Tax Indemnification and gross-up payments: AdventHealth has a system-wide policy addressing gross-up payments provided in connection with employer-provided benefits/other taxable items. Under the policy, certain taxable business-related reimbursements (i.e. taxable business-related moving expenses, taxable items provided in connection with employment) provided to any employee may be grossed-up at a 25% rate upon approval by the filing organization's CEO and CFO. Additionally, employees at the Director level and above are eligible for gross-up payments on gifts received for board of director services. Discretionary spending account: Occasional discretionary spending amounts are periodically provided to eligible executives who attend annual business meetings such as the AdventHealth President's Council, CFO Conference or the CMO/CNO business meeting. Payments provided to each executive are considered taxable compensation to the executive. Housing allowance or residence for personal use: AHSSHC has a Corporate Executive Policy that addresses assistance to executives who have been relocated by the company during the year. Relocation assistance provided to executives may include relocation allowances to assist with duplicate housing expenses. Relocation assistance is administered per AHSSHC policy by an external relocation company. All taxable reimbursements made to executives in connection with relocation assistance are treated as wages to the executive and are subject to all payroll withholding and reporting requirements.
Part I, Line 3
The individual who serves as the CEO of the filing organization is appointed and compensated by Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). Compensation and benefits provided to this individual are determined pursuant to policies, procedures, and processes of AHSSHC that are designed to ensure compliance with the intermediate sanctions laws as set forth in IRC Section 4958. AHSSHC has taken steps to ensure that processes are in place to satisfy the rebuttable presumption of reasonableness standard as set forth in Treasury Regulation 53.4958-6 with respect to its active executive-level positions. The AHSSHC Board Compensation Committee (the Committee) serves as the governing body for all executive compensation matters. The Committee is composed of certain members of the Board of Directors (the Board) of AHSSHC. Voting members of the Committee include only individuals who serve on the Board as independent representatives, who hold no employment positions with AHSSHC and who do not have relationships with any of the individuals whose compensation is under their review that impacts their best independent judgment as fiduciaries of AHSSHC. The Committee's role is to review and approve all components of the executive compensation plan of AHSSHC. As an independent governing body with respect to executive compensation, it should be noted that the Committee will often confer in executive sessions on matters of compensation policy and policy changes. In such executive sessions, no members of management of AHSSHC are present, other than the Chief People Officer, who remains at the request of the Chairman/committee to provide assistance/information as needed. The Committee is advised by an independent third-party compensation advisor. This advisor prepares all the benchmark studies for the Committee. Compensation levels are benchmarked with a national peer group of other not-for-profit healthcare systems and hospitals of similar size and complexity to AdventHealth and each of its affiliated entities. The following principles guide the establishment of individual executive compensation: - The salary of the President/CEO of AdventHealth will not exceed the 50th percentile of comparable salaries paid by similarly situated organizations; and - Other executive salaries shall be established using market medians. The compensation philosophy, policies, and practices of AHSSHC are consistent with the organization's faith-based mission and conform to applicable laws, regulations, and business practices. As a faith-based organization sponsored by the Seventh-day Adventist Church (the Church), AHSSHC's philosophy and principles with respect to its executive compensation practices reflect the conservative approach of the Church's mission of service and were developed in counsel with the Church's leadership.
Part I, Line 4b
As discussed in Line 1a above, executives on the filing organization's management team that hold the position of Vice-President or above are compensated by and on the payroll of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC), the parent organization of the healthcare system known as AdventHealth. In recognition of the contribution that each executive makes to the success of AdventHealth, AdventHealth provides supplemental executive retirement benefit plans to eligible executives. As the supplemental executive retirement benefit plans were updated in 2020 and certain individuals still participate as grand-fathered participants in certain plans, the narrative below discusses all plans in which there were any participants in 2022. The SERP III plan effectively replaces the prior SERP II plan, the Executive Flex Benefit Program Plan, and the Senior Executive Death Benefit Plan for qualified executives except for certain grandfathered executive employees. SERP III Plan: The SERP III plan provides eligible executives a percentage of their base pay, which is credited to a deferred compensation account. The plan also provides for compensation deferral and selection of life insurance coverage and long-term care insurance. To be eligible to participate in the SERP III plan, executives must be on the AHSSHC corporate payroll and be either a CEO of an AdventHealth entity, an AHSSHC Vice President (VP) or VP of an AdventHealth entity with a base salary of at least $305,000 in 2022 (adjusted annually by the same percentage as IRC Section 401(a)(17) limit increases), or other leader specifically approved by the AdventHealth President. Eligible executives do not include grandfathered executives, meaning those executives who would satisfy all the eligibility requirements of the SERP II plan prior to Dec 31, 2027, had the plan not been amended and restated as of Jan. 1, 2020. Contribution credits will be established and maintained by class year accounts for each participant using tiered contribution credit percentages of annual base compensation. Contribution credit percentages range between 15% and 19% of base compensation. Contribution credits will be made each quarter in 25% increments with reductions in contributions if the executive is also a grandfathered FLEX participant (see below). SERP III provides for a class year vesting and payment schedule (7 years for each class year) with respect to amounts accumulated in the executive's deferred compensation account. Upon attainment of a normal retirement age (age 62), or upon certain other circumstances as defined in the SERP III plan document, all deferred amounts are paid immediately to the participant. For any executives working beyond the normal retirement age, future employer contributions will be made quarterly from SERP III directly to the participant as a taxable cash bonus. SERP II Plan: The SERP II plan is a defined benefit, non-tax-qualified deferred compensation plan for certain executives who have provided lengthy service to AdventHealth and/or to other Seventh-day Adventist Church hospitals or health care institutions. Under the provisions of the SERP II plan, benefits are provided to qualifying executive participants on a pro-rata schedule beginning with 20 years of service as an employee of AdventHealth and/or another hospital or health care institution controlled by the Seventh-day Adventist Church and who satisfy certain other qualifying criteria. Eligible employees are restricted to those executives who, as of January 1, 2020, satisfied, or if employment continues, will satisfy the eligibility requirements of SERP II prior to December 31, 2027. This supplemental executive retirement plan (SERP II) was designed to provide eligible executives with the economic equivalent of an annual income beginning at normal retirement age equal to 60% of the average of the participant's three, five or seven highest years of base salary from AdventHealth active employment inclusive of income from all other Seventh-day Adventist Church healthcare employer-financed retirement income sources and investment income earned on those contributions through social security normal retirement age as defined in the plan. The number of years included in highest average compensation is determined by the individual's year of entry to SERP II and by the individual's year of entry to the AdventHealth Executive FLEX Benefit Program. FLEX Plan: The Flex Plan was originally designed to provide eligible executives an opportunity to select from among a variety of supplemental benefits, including a split dollar life insurance policy and long-term care insurance, to individually tailor a benefits program appropriate to each executive's needs. In 2020, the Flex Plan was amended to exclude employed executives who are hired or promoted after a certain date from being eligible to participate in the Flex Plan except for certain insurance coverage features of the plan. The Flex Plan provides eligible participants a pre-determined benefits allowance credit that is equal to a percentage of the executive's base pay from which the cost of mandatory and elective employee benefits is deducted. The benefits allowance credit percentage for any plan year shall not be greater than the maximum dollar amount or the percentage of compensation as determined by the AdventHealth Benefits Administration Committee. For grandfathered eligible employees, the annual pre-determined Flex allowance is contributed and any funds that remain after the cost of mandatory and elective benefits are subtracted are, at the employee's option, contributed to either an IRC 457(f) deferred compensation account or to an IRC 457(b) eligible deferred compensation plan. Upon attainment of age 65, all previous 457(f) deferred amounts are paid immediately to the participant and any future employer contributions are made quarterly from the Plan directly to the participant. The Plan provides for a class year vesting schedule (2 years for each class year) with respect to amounts accumulated in the executive's 457(f) deferred compensation account. Distributions could also be made from the executive's 457(f) deferred compensation account upon attainment of age 65 or upon an involuntary separation. The account will be forfeited by the executive upon a voluntary separation. With respect to grandfathered participants, the Flex Plan documents define eligible employees to include the Chief Executive Officers of AdventHealth entities and Vice Presidents of all AdventHealth entities whose base salary was at least equal to the Internal Revenue Code Section 401(a)(17) compensation limit each year.
Part I, Line 4b (Continued):
FLEX Plan FLEX Plan SERP II SERP III Contr. Distr.* Contr./Distr. Contr. Haffner, PhD, Randall $ 150,000 $ 221,968 $ 0 $ 0 Goodman, Todd $ 150,000 $ 157,963 $ 532,684 $ 0 Celano, Patricia $ 92,892 $ 60,594 $ 913,228 $ 0 Thompson, Michael $ 100,604 $ 58,939 $ 278,689 $ 0 Zbaraschuk, Amy $ 59,518 $ 56,510 $ 0 $ 0 Davis, Brent $ 0 $ 0 $ 0 $ 73,695 Gilbert-Droge, Ilene $ 44,990 $ 13,327 $ 0 $ 15,331 Jordan, MD, Darin $ 42,417 $ 13,878 $ 0 $ 16,511 Presswood, Clay $ 19,603 $ 18,568 $ 0 $ 25,638 Nolan, Ryan $ 19,459 $ 0 $ 0 $ 25,589 * Including Investment Earnings

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.

Provenance

Return type
form_990
Tax year
2022
Filed
27 September 2023
IRS schema version
2022v5.0
Source object
202343049349302259

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