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Nonprofiteer
← FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA INC

Form 990 for tax year 2025

Filed by FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA INC.

Totals

Total revenue
$124,298,241
Total expenses
$103,947,122
Contributions and grants received
$11,306,212
Grants paid
$0
Program service revenue
$99,666,131
Investment income
$4,600,983
Other revenue
$8,724,915
Total assets, end of year
$201,061,139
Total liabilities, end of year
$27,634,326
Net assets or fund balances, end of year
$173,426,813
Program services expenses (Part IX)
$83,071,850
Management and general expenses
$20,875,272
Fundraising expenses
$0
Program service expenses (Part III)
$83,071,850

Program services were 79.9% 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.

  • 1e · Government grants (contributions)

    $11,293,448

  • 1f · All other contributions, gifts and grants

    $12,764

  • 2a · Program service revenue: MEDICAID, NET

    total $57,907,201 · related or exempt $57,907,201

  • 2b · Program service revenue: PATIENT FEES, NET

    total $34,616,458 · related or exempt $34,616,458

  • 2c · Program service revenue: MEDICARE, NET

    total $3,954,627 · related or exempt $3,954,627

  • 2d · Program service revenue: CLINICAL INCENTIVE

    total $3,179,145 · related or exempt $3,179,145

  • 2e · Program service revenue: RENTAL INCOME

    total $8,700 · related or exempt $8,700

  • 3 · Investment income

    total $4,600,983 · related or exempt $722,550 · excluded $3,878,433

  • 11a · Other revenue: NEW MARKET TAX CREDIT TRANSAC

    total $5,366,250 · related or exempt $5,366,250

  • 11b · Other revenue: OTHER REVENUE

    total $3,358,665 · related or exempt $3,358,665

  • 11e · Other revenue, total

    $8,724,915

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $5,166,607 · program services $4,162,573 · management and general $1,004,034

  • 7 · Other salaries and wages

    total $54,734,610 · program services $44,097,950 · management and general $10,636,660

  • 9 · Other employee benefits

    total $13,608,540 · program services $11,327,848 · management and general $2,280,692

  • 11g · Fees: other

    total $6,182,995 · program services $3,261,772 · management and general $2,921,223

  • 12 · Advertising and promotion

    total $144,246 · program services $131,661 · management and general $12,585

  • 16 · Occupancy

    total $1,146,911 · program services $656,693 · management and general $490,218

  • 17 · Travel

    total $241,470 · program services $154,842 · management and general $86,628

  • 20 · Interest

    total $235,913 · program services $155,595 · management and general $80,318

  • 22 · Depreciation, depletion and amortization

    total $2,665,643 · program services $2,081,108 · management and general $584,535

  • 23 · Insurance

    total $883,098 · program services $98,312 · management and general $784,786

  • 24a · Other expenses: SUPPLIES

    total $12,352,261 · program services $12,122,948 · management and general $229,313

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $2,598,238 · program services $2,243,000 · management and general $355,238

  • 24c · Other expenses: TELECOMMUNICATIONS

    total $1,109,279 · program services $419,148 · management and general $690,131

  • 24d · Other expenses: UTILITIES

    total $963,688 · program services $753,938 · management and general $209,750

  • 24e · All other expenses

    total $1,913,623 · program services $1,404,462 · management and general $509,161

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $75,046,364 · end of year $53,698,654

  • 2 · Savings and temporary cash investments

    beginning of year $11,980,348 · end of year $47,575,755

  • 4 · Accounts receivable

    beginning of year $11,113,369 · end of year $13,098,811

  • 8 · Inventories for sale or use

    beginning of year $220,306 · end of year $228,193

  • 9 · Prepaid expenses and deferred charges

    beginning of year $795,600 · end of year $478,447

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

    $95,326,831

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

    $23,566,251

  • 10c · Land, buildings and equipment, net

    beginning of year $52,862,150 · end of year $71,760,580

  • 13 · Investments: program-related

    beginning of year $22,274,500 · end of year $10,575,750

  • 15 · Other assets

    beginning of year $4,662,830 · end of year $3,644,949

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,826,764 · end of year $13,487,998

  • 19 · Deferred revenue

    beginning of year $313,279 · end of year $267,267

  • 23 · Secured mortgages and notes payable

    beginning of year $8,648,172 · end of year $13,311,333

  • 25 · Other liabilities

    beginning of year $1,628,766 · end of year $567,728

  • 27 · Net assets without donor restrictions

    beginning of year $156,538,486 · end of year $173,426,813

Mission and programs · 2025

Mission

THE MISSION OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC IS TO PROVIDE HIGH QUALITY HEALTH CARE SERVICES ACCESSIBLE TO ALL PEOPLE, BUT SIGNIFICANTLY SERVICING LOWER INCOME PATIENTS. FAMILY HEALTH CENTERS IS A MEDICAID PROVIDER AND A FQHC.

  • THE ORGANIZATION PROVIDED QUALITY MEDICAL, DENTAL, AND ANCILLARY SERVICES TO A TOTAL OF 112,102 PATIENTS AS FOLLOWS: MEDICAL SERVICES WERE PROVIDED WITH A TOTAL OF 234,105 PATIENT VISITS. DENTAL SERVICES WERE PROVIDED WITH A TOTAL OF 157,253 PATIENT VISITS. OPTOMETRY SERVICES WERE PROVIDED WITH A TOTAL OF 12,319 PATIENT VISITS. PODIATRY SERVICES WERE PROVIDED WITH A TOTAL OF 8,808 PATIENT VISITS. PATIENTS WERE SEEN REGARDLESS OF THEIR ABILITY TO PAY. A DISCOUNTED FEE SCHEDULE IS USED, BASED ON THE FEDERAL POVERTY GUIDELINES, TO DETERMINE THE AMOUNT DUE FROM QUALIFYING PATIENTS.

    Expenses $83,071,850

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DR FRANK MAZZEO JR

    PRESIDENT/CE

    Total calculated
    $1,484,371
    From this org
    $1,324,621
    From related orgs
    $0
    Other
    $159,750
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,047,149
    Bonus
    $275,000
    Other
    $2,472
    Deferred
    $136,008
    Nontaxable benefits
    $23,742
    Filer's total
    $1,484,371

  • DR JORGE QUINONEZ

    CMO/INTERIM

    Total calculated
    $1,135,397
    From this org
    $1,052,306
    From related orgs
    $0
    Other
    $83,091
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $880,326
    Bonus
    $170,000
    Other
    $1,980
    Deferred
    $47,900
    Nontaxable benefits
    $35,191
    Filer's total
    $1,135,397

  • DANIEL GRIFFITH

    CFO

    Total calculated
    $521,228
    From this org
    $439,595
    From related orgs
    $0
    Other
    $81,633
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $338,905
    Bonus
    $100,000
    Other
    $690
    Deferred
    $48,717
    Nontaxable benefits
    $32,916
    Filer's total
    $521,228

  • DR JUAN RICIUSA

    PHYSICIAN

    Total calculated
    $465,657
    From this org
    $408,425
    From related orgs
    $0
    Other
    $57,232
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $407,735
    Bonus
    not reported
    Other
    $690
    Deferred
    $24,400
    Nontaxable benefits
    $32,832
    Filer's total
    $465,657

  • GUSTAVO PARDO

    DENTIST

    Total calculated
    $465,524
    From this org
    $408,292
    From related orgs
    $0
    Other
    $57,232
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $407,896
    Bonus
    not reported
    Other
    $396
    Deferred
    $24,400
    Nontaxable benefits
    $32,832
    Filer's total
    $465,524

  • DR CARRIE POULSOM

    CHIEF PHARMA

    Total calculated
    $433,762
    From this org
    $366,572
    From related orgs
    $0
    Other
    $67,190
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $310,882
    Bonus
    $55,000
    Other
    $690
    Deferred
    $48,344
    Nontaxable benefits
    $18,846
    Filer's total
    $433,762

  • DR JEFFRY GARNER

    VP DIRECTOR

    Total calculated
    $426,266
    From this org
    $378,124
    From related orgs
    $0
    Other
    $48,142
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $375,765
    Bonus
    not reported
    Other
    $2,359
    Deferred
    $24,400
    Nontaxable benefits
    $23,742
    Filer's total
    $426,266

  • DR MARIA BLANCO

    DENTIST

    Total calculated
    $410,911
    From this org
    $372,104
    From related orgs
    $0
    Other
    $38,807
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $371,846
    Bonus
    not reported
    Other
    $258
    Deferred
    $24,400
    Nontaxable benefits
    $14,407
    Filer's total
    $410,911

  • DR CARLOS ALVARADO

    DENTIST

    Total calculated
    $406,060
    From this org
    $353,575
    From related orgs
    $0
    Other
    $52,485
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $353,437
    Bonus
    not reported
    Other
    $138
    Deferred
    $23,719
    Nontaxable benefits
    $28,766
    Filer's total
    $406,060

  • THERESA BUCHANAN

    CHIEF ADMIN

    Total calculated
    $380,841
    From this org
    $321,398
    From related orgs
    $0
    Other
    $59,443
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $243,396
    Bonus
    $75,000
    Other
    $3,002
    Deferred
    $45,906
    Nontaxable benefits
    $13,537
    Filer's total
    $380,841

  • NICK ROLLER

    CHIEF INFO O

    Total calculated
    $357,612
    From this org
    $294,379
    From related orgs
    $0
    Other
    $63,233
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $242,819
    Bonus
    $50,000
    Other
    $1,560
    Deferred
    $43,769
    Nontaxable benefits
    $19,464
    Filer's total
    $357,612

  • DR ANABEL NATALI

    CHIEF DENTAL

    Total calculated
    $346,018
    From this org
    $291,569
    From related orgs
    $0
    Other
    $54,449
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $266,119
    Bonus
    $25,000
    Other
    $450
    Deferred
    $20,976
    Nontaxable benefits
    $33,473
    Filer's total
    $346,018

  • DAVID KOESTER

    COO

    Total calculated
    $338,426
    From this org
    $294,515
    From related orgs
    $0
    Other
    $43,911
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $248,493
    Bonus
    $45,000
    Other
    $1,022
    Deferred
    $43,522
    Nontaxable benefits
    $389
    Filer's total
    $338,426

  • VICTORIA CUNNINGHAM

    CHRO

    Total calculated
    $168,952
    From this org
    $150,366
    From related orgs
    $0
    Other
    $18,586
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $115,300
    Bonus
    $35,000
    Other
    $66
    Deferred
    $7,891
    Nontaxable benefits
    $10,695
    Filer's total
    $168,952

  • ESTELA AGUILAR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LOUREEN DOWNES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • PATRICIA EPIFANIO

    IMMED PAST C

    Total calculated
    $0
    Hours/week
    2

  • JAQUELINE FIGUEROA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BETH HENDRY

    BOARD CHAIR/

    Total calculated
    $0
    Hours/week
    2

  • TOMY LAUFER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LEAH MCCANN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LOLITA MELHADO

    SECRETARY/DI

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL MUNZERT

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • LYDIA OWENS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CATHERINE PALMISANO

    TREASURER/DI

    Total calculated
    $0
    Hours/week
    2

  • SIMONE PHILLIPS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

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

  • 1a · Health or social club dues or initiation fees
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 1b · Written policy on the line-1a expenses
  • 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)

SCHEDULE J, PAGE 1, PART I, LINE 1B
PRESENTED TO THE BOARD AND APPROVED.
SCHEDULE J, PAGE 1, PART I, LINE 4
DR. FRANK MAZZEO, JR. 0 88,108 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.

Provenance

Return type
form_990
Tax year
2025
Filed
24 April 2026
IRS schema version
2025v4.0
Source object
202631609349301038

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