2024-09-13T14:12:40-05:00 2023-12-31 593070669 MSL PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2023-01-01 591229583 FLORIDA HEALTH CARE ASSOCIATION INC FLOR 8502243907 307 WEST PARK AVENUE 100 TALLAHASSEE FL 32301 J EMMETT REED CHIEF EXECUTIVE OFFICER 8502243907 2024-09-13 1 0 KURT A ALTER CPA P00059492 4077405400 2023 2024-08-08 14:25:15Z J EMMETT REED 307 WEST PARK AVENUE 100 TALLAHASSEE FL 32301 7052067 0 X WWW.FHCA.ORG X 1954 FL SEE SCHEDULE O.TO ADVANCE THE QUALITY OF SERVICES, IMAGE, PROFESSIONAL DEVELOPMENT, AND THE FINANCIAL STABILITY OF ITS MEMBERS. 32 31 22 31 12600 0 310753 138510 5954948 6018671 192811 6532 420575 821860 6879087 6985573 148913 41906 0 0 3525454 3471072 0 0 0 3472005 3618726 7146372 7131704 -267285 -146131 8032529 8988352 625380 1402652 7407149 7585700 THE ORGANIZATION'S MISSION IS TO ADVANCE THE QUALITY OF SERVICES, IMAGE, PROFESSIONAL DEVELOPMENT, AND THE FINANCIAL STABILITY OF ITS MEMBERS. 0 0 ANNUAL CONFERENCE - MEMBERS CAN HEAR SPEAKERS CONCERNED WITH HEALTH CARE ISSUES AND VIEW EXHIBITS OF GOODS AND SERVICES FOR IMPROVED HEALTHCARE OPERATIONS. EDUCATION - ASSOCIATION CONDUCTS CONTINUING EDUCATION, SEMINARS AND WORKSHOPS IN VARIOUS FLORIDA CITIES TO HELP NURSING HOME ADMINISTRATORS AND STAFF IMPROVE PROFESSIONAL COMPETENCE. 0 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 20 0 1 22 1 1 1 0 0 0 1 0 0 0 0 0 0 X 32 31 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 FL X DAWN SEGLER 8502243907 307 WEST PARK AVENUE TALLAHASSEE FL 32301 J EMMETT REED CEO 38.00 2.00 X X 759526 0 88723 ANITA FAULMANN PRESIDENT 1.00 X X 0 0 0 JULIE MORRIS SENIOR VICE PRESIDENT 1.00 X X 0 0 0 JOSHUA WAGONER TREASURER 1.00 X X 0 0 0 PATRICIA SPEARS SECRETARY 1.00 X X 0 0 0 MARCO CARRASCO IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 LONNIE STECKLER ALF VICE PRESIDENT 1.00 X 0 0 0 MEL BEAL MEMBER AT LARGE 1.00 X 0 0 0 NORMA ALVAREZ MULTIFACILITY VICE PRESIDENT 1.00 X 0 0 0 JEFFREY FREIMARK INDEPENDENT OWNER VICE PRESIDENT 1.00 X 0 0 0 MIKE WARD NOT-FOR-PROFIT VICE PRESIDENT 1.00 X 0 0 0 STEPHEN LOMONICO ASSOCIATE MEMBER VICE PRESIDENT 1.00 X 0 0 0 MONICA CALONGE REGION I VICE PRESIDENT 1.00 X 0 0 0 BRITTNEY TRAILL REGION II VICE PRESIDENT 1.00 X 0 0 0 DANIEL FRENDEN REGION III VICE PRESIDENT 1.00 X 0 0 0 MELINDA GAY REGION IV VICE PRESIDENT 1.00 X 0 0 0 ISIS FERNANDEZ DISTRICT I PRESIDENT 1.00 X 0 0 0 NICOLE FULTON DISTRICT II PRESIDENT 1.00 X 0 0 0 EDWARD R BONNER DISTRICT III PRESIDENT 1.00 X 0 0 0 BRIAN BENTZ DISTRICT IV PRESIDENT 1.00 X 0 0 0 GLENDA COLVIN DISTRICT V PRESIDENT 1.00 X 0 0 0 NICOLE VERDON DISTRICT VI PRESIDENT 1.00 X 0 0 0 LEILA CHAMBERS DISTRICT VII PRESIDENT 1.00 X 0 0 0 DESIREE HOLDER DISTRICT VIII PRESIDENT 1.00 X 0 0 0 ERICA HENDERSON DISTRICT IX PRESIDENT 1.00 X 0 0 0 MELISSA FIJALKOWSKI DISTRICT X PRESIDENT 1.00 X 0 0 0 SONJA JORGENSEN DISTRICT XI PRESIDENT 1.00 X 0 0 0 SCOTT BERUBE DISTRICT XII PRESIDENT 1.00 X 0 0 0 DR KEISHA SIMONE MORTLUCK DISTRICT XIII PRESIDENT 1.00 X 0 0 0 MARY ZABELE DISTRICT XIV PRESIDENT 1.00 X 0 0 0 DENISE M CAIATI DISTRICT XV PRESIDENT 1.00 X 0 0 0 MATTHEW LESSIG DISTRICT XVI PRESIDENT 1.00 X 0 0 0 DAWN SEGLER CFO 39.00 1.00 X 157240 0 43275 THOMAS PARKER SENIOR DIRECTOR OF POLICY 20.00 20.00 X 297916 0 55057 DEBORAH FRANKLIN SENIOR DIRECTOR OF POLICY 40.00 X 220349 0 55782 SUSAN ANDERSON DIRECTOR OF REGULATORY AFFAIRS 40.00 X 187640 0 34078 KRISTEN KNAPP SENIOR DIRECTOR OF STRATEGY 40.00 X 145140 0 47511 JENNIFER EARLY MARKETING & PARTNER DEVELOPMENT 40.00 X 116640 0 33040 1884451 0 357466 8 0 1 0 0 10024 128486 138510 MEMBERSHIP DUES 900099 4120364 4120364 CONFERENCE INCOME 713940 1390888 1390888 EDUCATION INCOME 900099 507419 507419 6018671 40111 40111 383121 383121 53504 0 53504 53504 53504 30948 2631 -30948 -2631 -33579 -33579 92449 32915 59534 59534 OTHER REVENUE 900099 313101 313101 ADVERTISING INCOME 541800 12600 12600 325701 6985573 6331772 12600 502691 41906 1048764 1606523 815785 142318 68750 568821 290539 292853 204954 227688 197860 1118482 219603 1763 EDUCATION EXPENSES 249365 OTHER EXPENSES 27912 RECRUITMENT 7818 7131704 842 184 303980 720182 316078 278833 62901 97451 6882403 2668665 4296343 4213738 2923479 3495223 128906 182741 8032529 8988352 326627 449765 298753 952887 625380 1402652 X 7407149 7585700 7407149 7585700 8032529 8988352 X -146131 296150 28532 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 5534346 2180566 2180566 2545799 -365233 412069 412069 5665975 2052521 3613454 804359 616144 188215 4213738 750 C EQUITY SECURITIES 2318657 F ASSET-BACKED SECURITIES 47715 F REAL ESTATE INVESTMENT TRUST 368123 F GOVERNMENT SECURITIES 343333 F CASH AND EQUIVALENTS 67199 F CORPORATE BONDS 349446 F 3495223 X 7125170 296150 296150 6829020 156553 156553 6985573 6946621 -59534 -59534 7006155 125549 125549 7131704 PART X, LINE 2: FHCA IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE ("IRC"), AND THE FOUNDATION IS EXEMPT UNDER SECTION 501(C)(3) OF THE IRC. SERVICE CORP IS TAXED AT REGULAR CORPORATE RATES, AND PAC IS SUBJECT TO INCOME TAXES ON INVESTMENT INCOME. FHCA IS SUBJECT TO TAXES ON UNRELATED BUSINESS INCOME, PRIMARILY ON ITS ADVERTISING REVENUE. THESE ACTIVITIES AND THE ACTIVITIES OF PAC, OFEC, THE COUNCIL, AND FQHC RESULTED IN NO INCOME TAX LIABILITY FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. THE ACTIVITIES OF SERVICE CORP RESULTED IN AN INSIGNIFICANT INCOME TAX LIABILITY FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, RESPECTIVELY. AS OF DECEMBER 31, 2023, WITH CERTAIN LIMITED EXCEPTIONS, FHCA AND ITS AFFILIATES ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATION BY UNITED STATES FEDERAL TAXING AUTHORITIES FOR ANY TAX YEARS PRIOR TO THE THREE MOST RECENT TAX YEARS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INCOME FROM DISTRICT ACTIVITY 97,019. FUNDRAISING EXPENSES 59,534. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -59,534. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSE FROM DISTRICT ACTIVITY 125,549. GOLF EVENT 74120 74120 1781 6852 14969 8876 SILENT AUCTION 8429 8429 322 1 9900 9900 115 92449 92449 1781 6852 14969 9313 32915 59534 0 FHCA EDUCATION AND DEVELOPMENT FOUNDATION INC 307 WEST PARK AVENUE TALLAHASSEE FL 32301 592506713 501(C)(3) 41906 0 GENERAL SUPPORT 1 1 X X X 1 1 X X X X X X 0 1 0 J EMMETT REED CEO 611400 0 115000 0 33126 0 52679 0 36044 0 848249 0 0 0 THOMAS PARKER SENIOR DIRECTOR OF POLICY 267500 0 20000 0 10416 0 37642 0 17415 0 352973 0 0 0 DEBORAH FRANKLIN SENIOR DIRECTOR OF POLICY 209000 0 7000 0 4349 0 24781 0 31001 0 276131 0 0 0 SUSAN ANDERSON DIRECTOR OF REGULATORY AFFAIRS 185400 0 2000 0 240 0 20290 0 13788 0 221718 0 0 0 DAWN SEGLER CFO 150000 0 7000 0 240 0 15700 0 27575 0 200515 0 0 0 KRISTEN KNAPP SENIOR DIRECTOR OF STRATEGY 137900 0 7000 0 240 0 14490 0 33021 0 192651 0 0 0 PART I, LINE 1A CHARTER TRAVEL: WHEN WARRANTED AND AVAILABLE, THE EXECUTIVE DIRECTOR USES A CHARTER AIRLINE. THE COST OF THE TRAVEL IS CONFIRMED BY COMMERCIAL RECEIPTS TO BE EITHER THE SAME OR LESS COST THAN STANDARD AIRFARE. PART I, LINE 1A: TRAVEL FOR COMPANIONS: THE PRESIDENT/CHAIRMAN, SENIOR VICE PRESIDENT AND EXECUTIVE DIRECTOR ARE GRANTED REASONABLE TRAVEL ALLOWANCES FOR COMPANIONS TO ATTEND EVENTS SANCTIONED BY THE ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S BY-LAWS. PART I, LINE 4B KEY EXECUTIVES (EMMETT REED) PARTICIPATE IN A NONQUALIFIED, DEFERRED COMPENSATION PLAN UNDER IRC, SEC. 457(B). FHCA MADE CONTRIBUTIONS TO THE PLAN IN THE AMOUNT OF $10,000 FOR THE YEAR ENDED DECEMBER 31, 2023. THESE AMOUNTS ARE SUBJECT TO CREDITOR CLAIMS BUT HAVE BEEN DEPOSITED FOR THE PARTICIPANTS' BENEFIT WITH A THIRD-PARTY ADMINISTRATOR. THE PARTICIPANTS AND PLAN TRUSTEE DIRECT INVESTMENT DECISIONS FOR FUNDS DEPOSITED ON THE PARTICIPANTS' BEHALF. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS SEVERAL CLASSES OF MEMBERS. SKILLED NURSING FACILITY AND ASSISTED LIVING FACILITY MEMBERS ARE THE ONLY CLASSES OF MEMBERS THAT HAVE VOTING RIGHTS. EACH FACILITY IS GIVEN ONE VOTE WHICH IS TYPICALLY EXERCISED BY THE ADMINISTRATOR OF THE FACILITY. FORM 990, PART VI, SECTION A, LINE 7A THE FACILITY MEMBERS ARE THE ONLY CLASS OF MEMBER WHICH HAVE VOTING RIGHTS. THE NATURE OF THE RIGHTS FOR THIS CLASS INCLUDE VOTING FOR STATEWIDE OFFICERS AND APPROVING THE ANNUAL BUDGET, AS WELL AS ANY MEMBERSHIP DUES CHANGES. FORM 990, PART VI, SECTION A, LINE 7B THE DECISIONS OF THE GOVERNING BODY THAT ARE SUBJECT TO APPROVAL BY THE VOTING MEMBERS INCLUDE APPROVAL OF THE ANNUAL BUDGET AND ANY MEMBERSHIP DUES CHANGES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO MEMBERS OF THE ORGANIZATION'S EXECUTIVE COMMITTEE FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S EXECUTIVE DIRECTOR MONITORS PROPOSED OR ONGOING CONFLICTS AND DISCLOSES THEM TO THE BOARD PRESIDENT IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. FOR EACH CONFLICT DISCLOSED TO THE BOARD PRESIDENT, APPROPRIATE ACTION IS TAKEN BASED ON THE NATURE OF THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION IS DETERMINED BY AN INDEPENDENT COMPENSATION/MANAGEMENT COMMITTEE AND IS BOUND BY AN EMPLOYMENT AGREEMENT. THE COMPENSATION IS REVIEWED AND APPROVED USING COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN NET ASSETS - OTHER DISTRICT ACTIVITY 28,530. ROUNDING 2. FORM 990, PART XII, LINE 2C OVERSIGHT OF AUDIT: THE EXECUTIVE COMMITTEE ASSUMES THE RESPONSIBILITY OF OVERSEEING THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT, AS THERE IS NO DESIGNATED AUDIT COMMITTEE. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FHCA EDUCATION AND DEVELOPMENT FOUNDATION INC 307 WEST PARK AVENUE SUITE 100 TALLAHASSEE FL 32301 592506713 PROVIDE SCHOLARSHIPS FOR PROSPECTIVE REGISTERED OR LICENSED PRACTICAL NURSES FL 501(C)(3) LINE 11 FLORIDA HEALTH CARE ASSOCIATION INC 1 FHCA POLITICAL ACTION COMMITTEE 307 WEST PARK AVENUE SUITE 100 TALLAHASSEE FL 32301 592915691 CONTRIBUTE TO POLITICAL PARTIES/COMMITTEES TO FURTHER MEMBER INTERESTS FL 527 N/A FLORIDA HEALTH CARE ASSOCIATION INC 1 OUR FLORIDA ELDERS COUNT 307 WEST PARK AVENUE SUITE 100 TALLAHASSEE FL 32301 461339171 CONTRIBUTE TO POLITICAL PARTIES/COMMITTEES TO FURTHER MEMBER INTERESTS FL 527 N/A FLORIDA HEALTH CARE ASSOCIATION INC 1 COUNCIL FOR SENIOR FLORIDIANS 307 WEST PARK AVENUE SUITE 100 TALLAHASSEE FL 32301 263193104 CONTRIBUTE TO POLITICAL PARTIES/COMMITTEES TO FURTHER MEMBER INTERESTS FL 527 N/A FLORIDA HEALTH CARE ASSOCIATION INC 1 FLORIDIANS FOR QUALITY HEALTH CARE 307 WEST PARK AVENUE SUITE 100 TALLAHASSEE FL 32301 263193141 CONTRIBUTE TO POLITICAL PARTIES/COMMITTEES TO FURTHER MEMBER INTERESTS FL 527 N/A FLORIDA HEALTH CARE ASSOCIATION INC 1 OUR FLORIDA PROMISE INC 307 WEST PARK AVENUE SUITE 100 TALLAHASSEE FL 32301 421757005 POLITICAL ADVOCACY ORGANIZATION FOR LONG-TERM CARE PROVIDERS FL 501(C)(4) N/A FLORIDA HEALTH CARE ASSOCIATION INC 1 FHCA SERVICE CORPORATION 307 WEST PARK AVENUE SUITE 100 TALLAHASSEE FL 32301 592709669 INVESTIGATION AND ENDORSEMENT OF PREFERRED VENDORS FOR FHCA'S MEMBERSHIP. FL FLORIDA HEALTHCARE ASSOCIATION INC C 1.00000 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 FHCA SERVICE CORPORATION L 84000 FMV FLORIDA HEALTH CARE EDUCATION & DEVELOPMENT FOUNDATION Q 196347 FMV FHCA SERVICE CORPORATION A 165436 FMV