2019-06-27T09:37:39-04:00 2018-12-31 260254161 Tuscan & Company PA 12621 World Plaza Lane Bldg 55 Fort Myers FL 33907 990 2018-01-01 591741273 Family Health Centers of Southwest Florida Inc FAMI 2256 Heitman Street Fort Myers FL 33901 Dr Frank Mazzeo JR President and C 2392783600 2019-06-14 true Jeffrey M Tuscan CPA P00184439 2393332090 2019-06-14 50.192.23.189 2019-06-28 10:13:10 6573472019179kvzwz5h 2019-06-28 P BA58B87AC5F491E7F862D51EA5E7319EBB23C533 BA58B87AC5F491E7F862D51EA5E7319EBB23C533 2018 2019-02-21 02:37:17Z 59935065 false X www.fhcswf.org X 1977 FL 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. 10 10 634 0 0 11282344 11165332 46644373 47702609 346144 478528 242550 451679 58515411 59798148 0 0 32728887 37612866 0 0 13953426 15252707 46682313 52865573 11833098 6932575 80485539 96117832 7057533 18520419 73428006 77597413 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. false false 42095641 47702609 The Organization provided quality medical, dental, and ancillary services to patients as follows: Medical Services were provided to 64,701 patients with total of 173,626 patient visits. Dental Services were provided to 31,561 patients with a total of 105,184 patient visits. Optometry Services were provided to 2456 patients with a total of 2,585 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. 42095641 true true false false false false false false false false true false true false true true false true false false false false false false false false false false false true false false false false false false false true false false false false false true true true false false true 23 0 634 true false false false false false false false false false false false false false false X 10 10 false false false false false false false true true false false true true true true true true true true true true FL X X Daniel Griffith 2392783600 2256 Heitman Street Fort Myers FL 33901 Steve Davis Immediate Past Chair 2.00 0.00 X X 0 0 0 James McGregor DirectorChairman 2.00 0.00 X X 0 0 0 Loreen Downes Director 0.50 0.00 X 0 0 0 Leah McCann DirectorTreasurer 2.00 0.00 X X 0 0 0 Tomy Laufer Director 0.50 0.00 X 0 0 0 Veronica Culbertson DirectorSecretary 2.00 0.00 X X 0 0 0 Jose Fernandez Director 0.50 0.00 X 0 0 0 Lee Golden Director 0.50 0.00 X 0 0 0 Beth Mortimer Director 0.50 0.00 X 0 0 0 Patricia Epifanio Director 0.50 0.00 X 0 0 0 Mike Munzert Director 0.50 0.00 X 0 0 0 Dr Frank Mazzeo PresCEOChief Dental Officer 55.00 0.00 X 804544 0 112070 Dr Jorge Quinonez Chief Medical Officer 45.00 0.00 X 550194 0 71111 Marie Andress Chief Financial Officer 45.00 0.00 X 250473 0 33992 Theresa Buchanan Chief Admin Officer 45.00 0.00 X 127780 0 42607 Robert Palussek VPChief Operating Officer 45.00 0.00 X 171984 0 37626 Daniel Griffith Chief Financial Officer 45.00 0.00 X 193806 0 36337 David Koester Chief HR Officer 45.00 0.00 X 133816 0 31874 Nick Roller Chief Information Officer 45.00 0.00 X 147558 0 9502 Dr Carrie Poulsom Chief Pharmacy Officer 45.00 0.00 X 181436 0 42121 Dr Jeffry Garner VPDirector WHS 40.00 0.00 X 400338 0 48937 Dr Alexander Gumiroff Physician 40.00 0.00 X 358220 0 59751 Dr Carlos Alvarado Dentist 40.00 0.00 X 314060 0 47707 Dr Juan Pablo Richiusa Physician 40.00 0.00 X 341449 0 34453 Luis Cardenty Physician 40.00 0.00 X 318908 0 36469 4294566 0 644557 14 false true false Burks Plaza LLC 11751-2 Metro Parkway Fort Myers FL 33966 Property Lease 142500 School House of Port Charlotte LLC 696 NE 125th Street Miami FL 33161 Property Lease 126069 Sunshine Professional Suites LLC 8890 Salrose Lane Ste 200 Fort Myers FL 33912 Property Lease 180127 3 10623721 541611 16560 11165332 Medicaid Net 621110 33503486 33503486 Patient Fees Net 621110 11485278 11485278 Medicaid EHR Incentive 621110 161500 161500 Medicare Net 621110 2371008 2371008 Clinical Incentive 621110 181337 181337 47702609 615395 210419 404976 50 136917 -136867 -136867 -136867 Other Revenue 621110 451679 451679 451679 59798148 48227840 0 404976 2186348 1686149 500199 29082492 22428918 6653574 1503957 1186190 317767 2820516 2224577 595939 2019553 1592847 426706 131915 131915 56500 56500 4216956 4053034 163922 432058 432058 971350 902026 69324 150172 101197 48975 223357 137654 85703 430776 430776 1384603 1180776 203827 227848 175781 52067 Supplies 3346854 3301754 45100 Repairs and Maintenance 1163426 1111758 51668 Capital Items less than 5k 160134 123311 36823 Telecommunications 731136 436477 294659 1625622 1021134 604488 52865573 42095641 10769932 0 27934705 29795294 18482222 20343041 90299 99282 4881620 7556066 66068 69110 380935 177835 36745973 11353185 27661413 25392788 325000 12023750 663277 660666 80485539 96117832 5833252 6525780 271296 459426 10445311 952985 1089902 7057533 18520419 X 73428006 77597413 73428006 77597413 80485539 96117832 X 6932575 -2763168 X false true X true true true X 11030259 9651435 12519460 11282344 11165332 55648830 11030259 9651435 12519460 11282344 11165332 55648830 55648830 51535 80235 50901 120068 404976 707715 56356545 214843665 0.98740 0.99810 X 5570811 5570811 25967874 7568424 18399450 1716810 1656515 60295 3464209 2128246 1335963 26269 26269 25392788 Health Choice Care LLC 325000 C Lehigh QalicB Inc 11698750 C 12023750 457b 457f Deferred Comp Plans 660666 660666 Commitments and Contingencies 952985 Swap Agreement 136917 1089902 X 59834148 36000 36000 59798148 59798148 52901573 36000 36000 52865573 52865573 Footnote for uncertain tax position under FIN 48 (Part X) Family Health Centers is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. Family Health Centers is not classified as a private foundation within the meaning of Section 509(a) of the Internal Revenue Code.The Internal Revenue Code provides for taxation of unrelated business income under certain circumstances. Family Health Centers report no unrelated business taxable income; however, such status is subject to final determination upon examination of the related tax returns by the appropriate taxing authorities. The informational tax returns (Form 990) for the prior three (3) fiscal years remain open for examination. X false true X X X false false false false false false false false false Dr Frank Mazzeo PresCEOChief Dental Officer 652072 150000 2472 84244 27826 916614 Dr Jorge Quinonez Chief Medical Officer 481504 68000 690 37654 33457 621305 Marie Andress Chief Financial Officer 182032 68000 441 27549 6443 284465 Theresa Buchanan Chief Admin Officer 127527 253 28591 14016 170387 Dr Jeffry Garner VPDirector WHS 308050 90383 1905 19150 29787 449275 Dr Alexander Gumiroff Physician 282681 75333 206 19150 40601 417971 Robert Palussek VPChief Operating Officer 146900 25000 84 11763 25863 209610 Dr Carlos Alvarado Dentist 314005 55 19150 28557 361767 Daniel Griffith Chief Financial Officer 164994 28792 20 10842 25495 230143 David Koester Chief HR Officer 108816 25000 8853 23021 165690 Nick Roller Chief Information Officer 122442 25000 116 9502 157060 Dr Juan Pablo Richiusa Physician 285425 55783 241 19150 15303 375902 Luis Cardenty Physician 225250 93365 293 18340 18129 355377 Dr Carrie Poulsom Chief Pharmacy Officer 165310 16000 126 13554 28567 223557 Benefit information (Part I, line 1a) The executive team is reimbursed for gym memberships. There is not a specific written policy regarding this reimbursement, however, the arrangement is outlined in the executive employment contracts. The reimbusement is processed through accounts payable and is included on the executives W2 as taxable income. See Supplemental Information Below false Supplemental Information for Schedule L Lehigh QALICB, Inc (Lehigh) is a Type 1 Supporting Organization and controlled by Family Health Centers of Southwest Florida (FHC). Steve Davis is a Board Member of both organizations. Dr. Frank Mazzeo, Jr. and Marie Andress were officers of FHC and Board Members of Lehigh. Marie Andress resigned in May 2018 and Daniel Griffith replaced her as Chief Financial Officer for FHC and in her Board position with Lehigh. During the year, there was an equity transfer from FHC to Lehigh in the amount of $2,763,168. At the end of the year, there was a receivable due from Lehigh totaling $2,537,098 which included $1,000,000 in cash and $1,537,098 in land and construction in progress transferred to Lehigh. It is intended that Lehigh will construct and own a facility that will be leased by FHC to operate a health center. Form 990 governing body review Part VI line 11 The Finance Committee reviews the tax return. The tax return is then reviewed and approved by the full Board of Directors. Conflict of interest policy compliance Part VI line 12c The Organization annually reaffirms the written conflict of interest policy. CEO executive director top management comp Part VI line 15a The Board of Directors gather data from similar organizations and salary surveys to determine comparable executive compensation for the CEO. Other officer or key employee compensation Part VI line 15b Management gathers data from similar organizations and salary surveys to determine comparable executive compensation. Governing documents etc available to public Part VI line 19 The governing documents, conflict of interest policy and financial statements are available upon request. The financial statements are also available to the public (via Form 990) on a third-party website. Explanation of other changes in net assets or fund balances Part XI line 9 During the fiscal year, Family Health Centers of Southwest Florida, Inc made an equity transfer out to fund their supporting organization, Lehigh QALICB, Inc, to further their exempt purpose to be operated exclusively for the benefit of, to perform the functions of, and to carry out the purposes of the Family Health Centers of Southwest Florida, Inc. General explanation attachment Part VII Section ADaniel Griffith replaced Marie Andress as Chief Financial Officer when she resigned in May 2018.Veronica Culbertson resigned in June 2018, therefore, there were only 10 voting members at the end of the year. Lehigh QalicB Inc 2256 Heilman Street Fort Myers FL 33901 824042727 Medical facility FL 501c 3 Family Health Centers of Southwest FL false false false false false false false false false true false false false false false false false true false Lehigh QALICB Inc r 2763168 Cost Lehigh QALICB Inc i 1537098 Cost Lehigh QALICB Inc i 1000000 Cost Explanation of information on Schedule R The amounts reported on Schedule R are as follows: Transfer of equity $2,763,168, transfer of land and related construction in progress $1,537,098, and transfer of cash $1,000,000.