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Nonprofiteer
← HEALTH FIRST FOUNDATION INC

Form 990 for tax year 2024

Filed by HEALTH FIRST FOUNDATION INC.

Totals

Total revenue
$2,069,822
Total expenses
$742,407
Contributions and grants received
$1,935,918
Grants paid
$278,955
Program service revenue
$0
Investment income
$110,809
Other revenue
$23,095
Total assets, end of year
$15,131,950
Total liabilities, end of year
$336,966
Net assets or fund balances, end of year
$14,794,984
Program services expenses (Part IX)
$278,955
Management and general expenses
$167,951
Fundraising expenses
$295,501
Program service expenses (Part III)
$278,955

Program services were 37.6% 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

    $128,820

  • 1f · All other contributions, gifts and grants

    $1,807,098

  • 1g · Noncash contributions included above

    $500

  • 3 · Investment income

    total $110,809 · excluded $110,809

  • 8a · Fundraising events: gross income

    $23,540

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

    $128,820

  • 8b · Fundraising events: direct expenses

    $445

  • 8c · Net income from fundraising events

    total $23,095 · excluded $23,095

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $221,745 · program services $221,745

  • 2 · Grants to domestic individuals

    total $57,210 · program services $57,210

  • 5 · Compensation of officers, directors and key employees

    total $148,369 · management and general $148,369

  • 7 · Other salaries and wages

    total $135,826 · management and general $9,735 · fundraising $126,091

  • 8 · Pension plan contributions

    total $33,017 · management and general $2,366 · fundraising $30,651

  • 9 · Other employee benefits

    total $22,821 · management and general $1,636 · fundraising $21,185

  • 10 · Payroll taxes

    total $18,185 · management and general $1,303 · fundraising $16,882

  • 11c · Fees: accounting

    total $687 · management and general $687

  • 11e · Fees: professional fundraising services

    total $26,772 · fundraising $26,772

  • 11g · Fees: other

    total $3,158 · management and general $211 · fundraising $2,947

  • 12 · Advertising and promotion

    total $2,031 · management and general $146 · fundraising $1,885

  • 13 · Office expenses

    total $15,099 · management and general $1,082 · fundraising $14,017

  • 14 · Information technology

    total $4,520 · fundraising $4,520

  • 16 · Occupancy

    total $9,223 · management and general $661 · fundraising $8,562

  • 17 · Travel

    total $374 · management and general $27 · fundraising $347

  • 19 · Conferences, conventions and meetings

    total $1,710 · management and general $123 · fundraising $1,587

  • 22 · Depreciation, depletion and amortization

    total $8,153 · management and general $417 · fundraising $7,736

  • 23 · Insurance

    total $1,497 · management and general $107 · fundraising $1,390

  • 24a · Other expenses: CATERING & ENTERTAINMEN

    total $2,858 · management and general $205 · fundraising $2,653

  • 24b · Other expenses: MAINTENANCE & REPAIR

    total $381 · management and general $27 · fundraising $354

  • 24c · Other expenses: LICENSE & TAXES

    total $81 · management and general $6 · fundraising $75

  • 24e · All other expenses

    total $28,690 · management and general $843 · fundraising $27,847

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,274,836 · end of year $2,123,215

  • 3 · Pledges and grants receivable

    beginning of year $43,875 · end of year $40,125

  • 9 · Prepaid expenses and deferred charges

    beginning of year $67,147 · end of year $44,688

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

    $157,415

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

    $78,890

  • 10c · Land, buildings and equipment, net

    beginning of year $84,344 · end of year $78,525

  • 13 · Investments: program-related

    beginning of year $253,300 · end of year $253,300

  • 15 · Other assets

    beginning of year $10,759,222 · end of year $12,592,097

  • 17 · Accounts payable and accrued expenses

    beginning of year $88,585 · end of year $77,414

  • 25 · Other liabilities

    beginning of year $217,520 · end of year $259,552

  • 27 · Net assets without donor restrictions

    beginning of year $3,885,730 · end of year $5,251,827

  • 28 · Net assets with donor restrictions

    beginning of year $9,290,889 · end of year $9,543,157

Mission and programs · 2024

Mission

THE HEALTH FIRST FOUNDATION HELPS IMPROVE THE HEALTH AND WELL-BEING OF RESIDENTS IN OUR COMMUNITY BY RAISING FUNDS TO SUPPORT AND ADVANCE THE MISSION OF HEALTH FIRST AND ITS FAMILY OF CHARITABLE HEALTHCARE PROVIDERS.THESE INCLUDE FOUR NOT-FOR-PROFIT HOSPITALS - HEALTH FIRST CAPE CANAVERAL HOSPITAL, HEALTH FIRST HOLMES REGIONAL MEDICAL CENTER, HEALTH FIRST PALM BAY HOSPITAL, AND HEALTH FIRST VIERA HOSPITAL - AS WELL AS MANY OUTPATIENT & WELLNESS SERVICES, INCLUDING HOSPICE OF HEALTH FIRST AND HEALTH FIRST AGING SERVICES.

Activities or mission (Part I)

HEALTH FIRST FOUNDATION, INC. HELPS IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY BY RAISING FUNDS TO SUPPORT AND ADVANCE THE MISSION OF HEALTH FIRST, INC. AND ITS FAMILY OF CHARITABLE HEALTHCARE PROVIDERS.

  • HEALTH FIRST FOUNDATION, INC. (HFFI) IS THE FUNDRAISING ARM OF HEALTH FIRST, WHOSE MISSION IS TO HELP IMPROVE THE HEALTH AND WELL-BEING OF RESIDENTS IN THE COMMUNITY BY RAISING FUNDS TO SUPPORT AND ADVANCE THE MISSION OF HEALTH FIRST AND ITS FAMILY OF CHARITABLE HEALTHCARE PROVIDERS. 100% OF THE FUNDS RAISED GO TO DIRECT SUPPORT IN THE FOLLOWING AREAS: CAPITAL CONSTRUCTION AND RENOVATION, CAPITAL EQUIPMENT AND TECHNOLOGY, PATIENT CARE, PROGRAM SERVICES, SPECIAL PROJECTS, EDUCATION AND CLINICAL EXCELLENCE, INDIGENT CARE AND PATIENT EDUCATION.DURING 2024, MORE THAN 2,522 INDIVIDUALS, FOUNDATIONS, CORPORATIONS AND OTHER ORGANIZATIONS SUPPORTED THE MISSION AND VISION OF HFFI. THROUGH THEIR GENEROSITY AND THE DEDICATED STEWARDSHIP OF THE RESOURCES ENTRUSTED TO US, HFFI WAS ABLE TO PROVIDE OVER $278,955 IN PROGRAM SUPPORT IN THE FOLLOWING AREAS: CAPITAL EQUIPMENT AND TECHNOLOGY, PATIENT CARE, PROGRAM SERVICES, SPECIAL PROJECTS, EDUCATION AND CLINICAL EXCELLENCE, INDIGENT CARE AND PATIENT EDUCATION. GIFTS WERE USED TO ADVANCE MEDICAL TECHNOLOGY, EMPOWER CLINICAL ASSOCIATES THROUGH SCHOLARSHIPS AND TRAINING PROGRAMS, AND EXPAND PATIENT CARE THROUGH PROGRAMS LIKE GLUCOMETER TEST STRIPS FOR INDIGENT PATIENTS, AND GRIEF AND BEREAVEMENT SUPPORT FOR CHILDREN AND FAMILIES.2024 ALSO SAW A CONTINUED NEED FOR GUARDIAN ANGEL GRANTS FUNDED BY DONATIONS TO THE COMPASSIONATE CARE FUND. THESE GRANTS ASSIST ELIGIBLE PATIENTS WITH TRANSPORTATION, PRESCRIPTIONS, AND MEDICAL EQUIPMENT AND ARE COORDINATED BY OUR CLINICAL CARE TEAMS. PHILANTHROPIC SUPPORT OF HFFI ALSO PROVIDES FUNDING FOR HEALTH FIRST AGING SERVICES WHICH SERVES OVER 4,500 CAREGIVERS AND THEIR LOVED ONES EACH YEAR WITH SERVICES SUCH AS: -MEMORY EVALUATION AND MANAGEMENT -FUTURE PLANNING AND CARE COORDINATION WITH FAMILY MEMBERS AND PHYSICIANS -MEDICATION REVIEW AND EDUCATION -FALL PREVENTION EDUCATION WITH GAIT AND BALANCE EXAM AND TREATMENT -CAREGIVING TRAINING AND SUPPORT ENDOWED FUNDS HELD BY HEALTH FIRST TOTALED $948,811 AT THE END OF 2024. FOUR OF THESE ENDOWED FUNDS, THE MIKE MEANS LARRY GARRISON ENDOWMENT FOR NURSING EXCELLENCE, THE IGO ENDOWMENT FUND, THE HENRY NURSING ENDOWMENT AND THE BIMDA NURSING SCHOLARSHIP ENDOWMENT, ALONG WITH GIFTS FROM THE COMMUNITY AND HEALTH FIRST ASSOCIATES PROVIDE FOR ANNUAL NURSING SCHOLARSHIP AWARDS EACH SPRING. DONATIONS ALSO FUNDED SCHOLARSHIPS TO TRAIN ASSOCIATES FOR THE ROLES OF MEDICAL ASSISTING, RESPIRATORY THERAPY ASSISTANT, CERTIFIED NURSING ASSISTANT, AND SUPPORTED ONGOING CLINICAL TRAINING FOR NURSES. GIFTS WERE ALSO USED TO SUPPORT TRAINING AND SUPPLIES FOR TEAM LAVENDER, A COORDINATED RESPONSE TEAM TO ADDRESS THE SPIRITUAL, EMOTIONAL, AND PSYCHOLOGICAL NEEDS OF HEALTHCARE WORKERS FOLLOWING ADVERSE EVENTS AND ACCUMULATED STRESS.DONATIONS ENHANCED PATIENT CARE BY SUPPLYING FUNDS FOR BREAST CANCER TREATMENT HANDBOOKS FOR NEWLY DIAGNOSED BREAST CANCER PATIENTS AND GIFTS TO HFFI ALSO PROVIDED: -SUPPLIES FOR HOSPICE PROGRAMS INCLUDING LOVE STITCHES AND FOREVER A HERO PLUS THANKSGIVING MEALS FOR FAMILIES WITH A LOVED ONE IN HOSPICE CARE. -BRIEF NEUROLOGICAL EXAMS THROUGH MEMORY DISORDER CLINIC.- ONGOING SUPPORT FOR HOSPICE OF HEALTH FIRST'S BRIGHT STAR PROGRAMS AND CAMPS.DONOR SUPPORT HELPED ADVANCE MEDICAL TECHNOLOGY, EXPAND PATIENT CARE, AND EMPOWER CLINICAL EXCELLENCE THROUGHOUT HEALTH FIRST.

    Expenses $278,955 · Grants $278,955

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Kenneth Tieu MD

    TRUSTEE

    Total calculated
    $1,215,342
    From this org
    $0
    From related orgs
    $1,194,456
    Other
    $20,886
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,192,746 related
    Bonus
    $0
    Other
    $0 + $1,710 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $20,886 related
    Filer's total
    $0 + $1,215,342 related
  • Terry L Forde

    PRESIDENT/CEO BEG 8/5/24

    Total calculated
    $1,081,516
    From this org
    $0
    From related orgs
    $1,073,540
    Other
    $7,976
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,073,110 related
    Bonus
    $0
    Other
    $0 + $430 related
    Deferred
    $0 + $732 related
    Nontaxable benefits
    $0 + $7,244 related
    Filer's total
    $0 + $1,081,516 related
  • Nicholas W Romanello Esq

    ASSISTANT SECRETARY

    Total calculated
    $1,042,107
    From this org
    $0
    From related orgs
    $1,010,140
    Other
    $31,967
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $624,475 related
    Bonus
    $0 + $228,219 related
    Other
    $0 + $157,446 related
    Deferred
    $0 + $9,200 related
    Nontaxable benefits
    $0 + $22,767 related
    Filer's total
    $0 + $1,042,107 related
  • Michael E Seeley

    SYS VP FOUNDATION PRESIDENT

    Total calculated
    $590,739
    From this org
    $0
    From related orgs
    $556,772
    Other
    $33,967
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $370,663 related
    Bonus
    $0 + $133,338 related
    Other
    $0 + $52,771 related
    Deferred
    $0 + $9,200 related
    Nontaxable benefits
    $0 + $24,767 related
    Filer's total
    $0 + $590,739 related
  • Sandra Henry

    TRUSTEE

    Total calculated
    $2,735
    From this org
    $0
    From related orgs
    $2,735
    Other
    $0
    Hours/week
    1
  • Barry Forbes

    TRUSTEE /FRMR VC /CHAIR BE

    Total calculated
    $0
    Hours/week
    1
  • Kirk Kessel

    TRUSTEE/VICE CHAIR BEG 1/

    Total calculated
    $0
    Hours/week
    1
  • Becky Dukes

    TRUSTEE/TREASURER BEG 1/2

    Total calculated
    $0
    Hours/week
    1
  • Kay Cantrell

    TRUSTEE /SECRETARY BEG 1/

    Total calculated
    $0
    Hours/week
    1
  • Shelly Cooper

    TRUSTEE BEG 1/2024

    Total calculated
    $0
    Hours/week
    1
  • Jane C Gleason

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Gobivenkata Balaji MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Rebecca Burgman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Robyn Hattaway

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Barbara Wall

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Autumn Shrum

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Monica Shah

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • David Pelzman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Elaina Garvin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Angela Neal

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Rita Moreno

    TRUSTEE BEG 1/2024

    Total calculated
    $0
    Hours/week
    1
  • William Troner

    TRUSTEE BEG 1/2024

    Total calculated
    $0
    Hours/week
    1
  • Kristen M Pulio

    EXECUTIVE VP CFO BEG 9/24

    Total calculated
    $215,159
    From this org
    $0
    From related orgs
    $213,908
    Other
    $1,251
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $213,722 related
    Bonus
    $0
    Other
    $0 + $186 related
    Deferred
    $0 + $854 related
    Nontaxable benefits
    $0 + $397 related
    Filer's total
    $0 + $215,159 related
  • Mary C Kern

    SYS DIR OPS AND SUSTAINED

    Total calculated
    $265,002
    From this org
    $0
    From related orgs
    $243,528
    Other
    $21,474
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $191,754 related
    Bonus
    $0 + $46,971 related
    Other
    $0 + $4,803 related
    Deferred
    $0 + $3,879 related
    Nontaxable benefits
    $0 + $17,595 related
    Filer's total
    $0 + $265,002 related
  • Taylor K Smith

    FRMR INTERIM CEO/TRUSTEE END 8/

    Total calculated
    $678,744
    From this org
    $0
    From related orgs
    $678,744
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $678,744 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $678,744 related
  • Steven P Johnson

    FORMER PRESIDENT/CEO HFI

    Total calculated
    $282,041
    From this org
    $0
    From related orgs
    $278,939
    Other
    $3,102
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $9,008 related
    Bonus
    $0
    Other
    $0 + $269,931 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $3,102 related
    Filer's total
    $0 + $282,041 related
  • Brett A Esrock

    FRMR EXEC VP CFO/COO END 8/05/2

    Total calculated
    $1,267,396
    From this org
    $0
    From related orgs
    $1,236,188
    Other
    $31,208
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $832,781 related
    Bonus
    $0
    Other
    $0 + $403,407 related
    Deferred
    $0 + $9,200 related
    Nontaxable benefits
    $0 + $22,008 related
    Filer's total
    $0 + $1,267,396 related
  • Michael A Scialdone

    FORMER EVP/CFO HFI

    Total calculated
    $473,129
    From this org
    $0
    From related orgs
    $461,162
    Other
    $11,967
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $461,162 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $11,967 related
    Filer's total
    $0 + $473,129 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 AND REIMBURSED BY HEALTH FIRST FOUNDATION, INC. SALARY AND BENEFIT EXPENSES DISCLOSED IN PART IX IS ALLOCATED TO THIS ENTITY. 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
PARTI, LINE 4A: THE FOLLOWING SEVERANCE PAYMENTS ARE INCLUDED IN TAXABLE COMPENSATION REPORTED ON 2024 W-2: STEVEN P. JOHNSON $269,931 BRETT A. ESROCK $397,041 MICHAEL A. SCIALDONE $466,095 PART I, LINE 4B: THE FOLLOWING INDIVIDUALS PARTICIPATE IN CAP-EX (A SPLIT DOLLAR LIFE INSURANCE AGREEMENT IN PLACE OF A TRADITIONAL SERP) AND HAVE ESTABLISHED A PREMIUM DEPOSIT ACCOUNT. THE ACCOUNT IS CONNECTED TO THE INSURANCE POLICY AND WILL BE USED TO PAY FUTRE PREMIUMS ON THE POLICY. THE INDIVIDUALS ARE TAXED ON ANY EARNINGS GENERATED BY THIS ACCOUNT. DURING THE TAX YEAR, THE FOLLOWING INDIVIDUALS RECEIVED TAX WITHDRAWAL AMOUNTS TO COVER THEIR TAX LIABILITY. SEE HEALTH FIRST SHARED SERVICES, INC. (EIN: 59-3336894) FORM 990, AND RELATED SCHEDULES FOR FURTHER DETAILS ON THE PROGRAM. STEVEN P. JOHNSON $0 BRETT A. ESROCK $4,589 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

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
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202503219349306705

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