Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 01-01-2024 , and ending 12-31-2024
BCheck if applicable:
CName of organization
GENESIS REHABILITATION HOSPITAL INC
 
 
Doing business as
BROOKS REHABILITATION HOSPITAL
 
Number and street (or P.O. box if mail is not delivered to street address)
3599 UNIVERSITY BLVD SOUTH
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Jacksonville, FL322164252
D Employer identification number

59-3284221
E Telephone number

G Gross receipts $ 192,807,402
F Name and address of principal officer:
J Britton Tabor
3599 UNIVERSITY BLVD SOUTH
Jacksonville,FL322164252
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.BROOKSREHAB.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1994
M State of legal domicile: FL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: OPERATION OF REHABILITATION HOSPITAL AND CLINICS IN JACKSONVILLE, FL AND SURROUNDING AREAS.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 17
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 10
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 1,545
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 171,248,502 188,699,624
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 3,257,420 3,535,051
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 458,587 565,615
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 174,964,509 192,800,290
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 78,621,824 85,216,623
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 81,341,421 84,347,056
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 159,963,245 169,563,679
19 Revenue less expenses. Subtract line 18 from line 12....... 15,001,264 23,236,611
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 169,350,128 192,102,675
21 Total liabilities (Part X, line 26)............. 24,690,709 24,206,645
22 Net assets or fund balances. Subtract line 21 from line 20..... 144,659,419 167,896,030
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2024)
Form 990 (2024)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: TO ADVANCE THE HEALTH AND WELL-BEING OF PERSONS REQUIRING REHABILITATION THROUGH SUPERIOR OUTCOMES, SERVICE, EDUCATION, AND RESEARCH.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 140,881,197 including grants of $   ) (Revenue $ 188,699,624 )
Brooks Rehabilitation Hospital's University campus is a 160-licensed bed inpatient rehabilitation facility. Brooks opened a second inpatient rehabilitation facility in 2023. Brooks Rehabilitation Hospital has been a leader in rehabilitation programs and services for 50 years. The hospital focuses on serving the most complex patients, ranking in the 99th percentile nationally for case mix index (patient acuity). It is the only one of its kind in the region, providing the highest quality rehabilitation and medical care for patients that require intensive therapy. By specializing in traumatic brain injury, spinal cord injury, stroke, pediatrics, orthopedics and neurological disorders, the hospital is a destination for the region for treating acute traumatic or acquired illnesses and injuries. Patients receive 24-hour medical care with daily physician oversight and nursing care. They receive a minimum of three hours of therapy, five days a week, including physical, occupational, and speech therapies. Cognitive rehabilitation, neuropsychology, psychology, and recreation therapy are provided as appropriate to meet patient and family needs. Onsite innovative Neuro Recovery Center, aquatic program, and wheelchair clinic with pressure mapping technology ensure the latest evidence-based treatments. Services include treatments for a wide range of injuries, and illnesses: stroke, mild to catastrophic brain injuries, spinal cord injuries, neurological disorders, amputation, chronic pain, and orthopedic conditions. A hospital level of care is available for pediatric, adolescent, and adult patients. We combine highly trained clinicians with the latest technologies to advance rehabilitation through innovation and research-based practice. Our clinical staff is among the highest trained and educated in the profession for rehabilitation, medical care and nursing. This, combined with our state-of-the-art equipment, supports our commitment to providing the best therapy and care to help patients achieve their highest quality of life. Brooks' care teams understand that a severe injury or illness can be life-altering for patients and their families, which is why Brooks strives to provide the most advanced therapy along with compassion, motivation and hope. Comprehensive care teams include physicians specializing in rehabilitation, specially trained nurses, physical therapists, occupational therapists, speech language pathologists, recreational therapists, social workers, dieticians, neuropsychologists, psychologists, case managers and therapy dogs. Services offered at Brooks Hospital include: Aquatic therapy Chaplain services Cognitive rehabilitation Community re-entry programs Family education Neuro Recovery Centers Nutrition counseling Occupational therapy Physical medicine Physical therapy Recreation therapy Rehabilitation nursing Speech therapy Music Therapy Support groups Patients have access to sophisticated therapeutic settings. Every floor of the hospital contains multiple therapy gyms for daily intensive rehabilitation. Brooks also offers access to our Neuro Recovery Center, which is a specialized gym equipped with the most cutting-edge rehabilitation equipment and technology available. Under the guidance of clinicians with expertise in neurology, our patients and community members can continue to improve their neuroplasticity and maximize long-term recovery. Brooks Rehabilitation Hospital is CARF-accredited in stroke, spinal cord injury, brain injury, pain, pediatrics and general medical rehabilitation. This accreditation reflects proven outcomes achieved through evidence-based practice. Brooks Rehabilitation Hospital provides 24-hour nursing services furnished or supervised by registered nurses. Nursing team members include registered nurses, licensed practical nurses and nursing assistants. Brooks Rehabilitation Hospital achieved Magnet designation from the American Nurses Credentialing Center (ANCC) as a reflection of its nursing professionalism, teamwork, and superiority in patient care. Rehabilitation nurses make a difference in their patients' lives. They work with patients of all ages, and their families or caregivers, soon after the onset of a disabling injury or chronic illness. They restore patients' lives so they have freedom and independence once again. As a collaborator, educator, care coordinator, advocate, and change agent, rehabilitation nurses work with other healthcare team members, including physiatrists, occupational therapists, physical therapists, neuropsychiatrists, speech therapists, and others, to create comprehensive care plans based on patient goals and maximum potential. IN 2024, BROOKS REHABILITATION HOSPITAL HAD APPROXIMATELY 2,800 DISCHARGES AND APPROXIMATELY 51,000 DAYS OF SERVICE. IT IS THE THIRD LARGEST FREESTANDING REHABILITATION HOSPITAL IN THE NATION. THE FACILITY SERVES PATIENTS WHO REQUIRE INTENSIVE REHABILITATION, WITH SPECIALIZATION IN STROKE, SPINAL CORD INJURY, BRAIN INJURY, AND PEDIATRICS. THE HOSPITAL HAS BEEN CONTINUOUSLY ACCREDITED BY THE JOINT COMMISSION SINCE 1986, THE LATEST FOR A THREE-YEAR PERIOD BEGINNING SEPTEMBER 2019. THE HOSPITAL HAS ALSO MAINTAINED CONTINUOUS ACCREDITATION BY THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES SINCE 1982. THE HOSPITAL IS DESIGNATED BY THE STATE OF FLORIDA AS A SPINAL CORD INJURY REHABILITATION CENTER AND A BRAIN INJURY REHABILITATION CENTER. THE HOSPITAL ACHIEVED MAGNET REDESIGNATION FOR NURSING IN 2021, TO BECOME ONE OF FOUR FREESTANDING INPATIENT REHABILITATION FACILITIES IN THE COUNTRY WITH THIS CREDENTIAL. BROOKS REHABILITATION PROVIDES STELLAR REHABILITATION SERVICES OF CARE TO ALL PATIENTS. A PATIENT'S ABILITY TO PAY FOR SERVICES IS NOT AN IMPEDIMENT TO CARE. IN 2024, THE HOSPITAL PROVIDED 1,149 INPATIENT DAYS OF CHARITY CARE AND 4,376 VISITS AT ITS OUTPATIENT FACILITIES. THE COST OF THIS CARE WAS APPROXIMATELY $2.5 MILLION. ADDITIONALLY, 1,459 DAYS OF SERVICE WERE PROVIDED TO MEDICAID PATIENTS. IN 2024, BROOKS REHABILITATION HOSPITAL, BARTRAM CAMPUS HAD APPROXIMATELY 1,500 DISCHARGES AND 21,000 DAYS OF SERVICE.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses140,881,197
Form 990 (2024)
Form 990 (2024)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
List of Attached Documents:
// Content
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
List of Attached Documents:
// Content
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
0
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
1,545
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
17
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
10
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
No
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
No
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
J Britton Tabor3599 UNIVERSITY BLVD SOUTH   Jacksonville,FL32216 (904) 345-7600
Form 990 (2024)
Form 990 (2024)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Douglas M Baer......................................................................
Chairman / CEO
 1.0
.................
50.0 		X   X       0 830,737 71,358
(2) J Britton Tabor......................................................................
SEC. / TREAS. / CFO
 1.0
.................
50.0 		X   X       0 593,761 26,188
(3) Bruce M Johnson......................................................................
Board Member
 1.0
.................
2.0 		X           0 26,100 0
(4) Eric Mann......................................................................
Board Member
 1.0
.................
7.0 		X           0 45,900 0
(5) Ernest N Brodsky......................................................................
Vice Chair
 1.0
.................
1.0 		X           0 26,100 0
(6) Geneva Tonuzi MD......................................................................
Board Member
 1.0
.................
40.0 		X           0 391,763 23,000
(7) Howard C Serkin......................................................................
Board Member
 1.0
.................
7.0 		X           0 33,600 0
(8) Jerry Gooden......................................................................
Board Member
 1.0
.................
1.0 		X           0 12,600 0
(9) Kenneth Ngo MD......................................................................
Board Member
 1.0
.................
39.0 		X           0 359,366 63,858
(10) Kris A Roberts......................................................................
Board Member
 1.0
.................
39.0 		X           0 375,438 34,407
(11) Lee Lomax......................................................................
Board Member
 1.0
.................
3.0 		X           0 23,100 0
(12) Michelle Boynton......................................................................
Board Member
 1.0
.................
1.0 		X           0 11,400 0
(13) Pamela S Chally PHD RN......................................................................
Chairperson
 1.0
.................
1.0 		X           0 27,000 0
(14) Parag Shah MD......................................................................
Board Member
 1.0
.................
40.0 		X           0 317,386 54,046
(15) Stanley W Carter......................................................................
Secretary
 1.0
.................
2.0 		X           0 22,500 0
(16) Thomas Brott MD......................................................................
Board Member
 1.0
.................
1.0 		X           5,100 0 0
(17) Trevor Paris MD......................................................................
Board Member
 1.0
.................
41.0 		X           0 596,797 57,408
Form 990 (2024)
Form 990 (2024)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Amanda L Osborne........................................................................
VP Operations
 40.0
.......................0 		      X     220,393 0 34,527
(19) Bryan Murphy........................................................................
VP Operations
 40.0
.......................0 		      X     175,750 0 32,065
(20) Adam Francis........................................................................
Director of Nursing
 40.0
.......................0 		        X   149,881 0 24,813
(21) Gregory Smith........................................................................
Chief Nursing Officer
 40.0
.......................0 		        X   197,798 0 19,564
(22) Joshua Schuette........................................................................
Exec. Dir. Workers Comp.
 40.0
.......................0 		        X   156,470 0 44,308
(23) Russell Addeo........................................................................
Dir. Behavioral Medicine
 40.0
.......................0 		        X   187,413 0 35,637
(24) Ruth Ann Righter........................................................................
Flex RN
 40.0
.......................0 		        X   162,274 0 0












1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 1,255,079 3,693,548 521,179
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 106
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Memorial Hospital Jacksonville

University Blvd
Jacksonville,FL32216 		Hospital Ancilliary Services 14,973,933
Management Health Systems LLC

1580 Sawgrass Corporate Parkway
Sunrise,FL33323 		Contract services 761,057
Hill-Rom Company Inc

PO Box 643592
Pittsburgh,PA15264 		Medical Rental 658,107
Universal Protection Service LP

PO Box 277469
Atlanta,GA30384 		Security 531,148
Summer Medical

PO Box 51496
Jacksonville Beach,FL32240 		Medical 324,262
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 10
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 0
Program Service RevenueAmt Business Code
2a Net Patient Service 621400 175,983,086 175,983,086    
b Other Patient Service 900099 12,716,538 12,716,538    
c
d
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f ..... 188,699,624
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 3,542,163     3,542,163
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c 0 0
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a    
b Less: cost or other basis and sales expenses 7b   7,112
c Gain or (loss) 7c 0 -7,112
d Net gain or (loss)......... -7,112     -7,112
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
OtherRevenueMiscAmt
Business Code
11a Other Revenue 900099 565,615     565,615
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... 565,615
12 Total revenue. See instructions..... 192,800,290 188,699,624 0 4,100,666
Form 990 (2024)
Form 990 (2024)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....    
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 467,835 444,443 23,392  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 71,045,781 68,208,628 2,837,153  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,822,851 1,731,708 91,143  
9 Other employee benefits ....... 6,638,010 6,306,109 331,901  
10 Payroll taxes ........... 5,242,146 4,980,039 262,107  
11 Fees for services (non-employees):        
a Management ...... 26,178   26,178  
b Legal ......... 51,771   51,771  
c Accounting ...........        
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 22,222,983 20,971,320 1,251,663 0
12 Advertising and promotion .... 504,097 257,089 247,008  
13 Office expenses ....... 5,557,883 3,223,572 2,334,311  
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 6,161,462 5,730,160 431,302  
17 Travel ............ 582,489 478,768 103,721  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 283,997 137,561 146,436  
20 Interest ........... 1,600,388   1,600,388  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 8,122,648 7,960,195 162,453  
23 Insurance ... 2,441,760 1,318,105 1,123,655  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Affiliate Management Fee 15,542,341   15,542,341  
b Overhead Allocations 11,700,344 11,700,344    
c Medical Supplies 4,892,404 4,892,404    
d Other Expenses 1,708,940 1,708,940    
e All other expenses 2,947,371 831,812 2,115,559 0
25 Total functional expenses. Add lines 1 through 24e 169,563,679 140,881,197 28,682,482 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
Form 990 (2024)
Form 990 (2024)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 587,963 1 983,402
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 29,648,513 4 27,869,975
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6 0
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............ 180,588 8 297,267
9 Prepaid expenses and deferred charges ...... 1,744,916 9 1,251,914
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 174,909,487
b Less: accumulated depreciation 10b 93,435,064 83,671,272 10c 81,474,423
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 0 12  
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 53,516,876 15 80,225,694
16 Total assets. Add lines 1 through 15 (must equal line 33)... 169,350,128 16 192,102,675
Liabilities 17 Accounts payable and accrued expenses ..... 16,121,560 17 16,285,507
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22 0
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 8,569,149 25 7,921,138
26 Total liabilities. Add lines 17 through 25.. 24,690,709 26 24,206,645
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 144,659,419 27 167,896,030
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 144,659,419 32 167,896,030
33 Total liabilities and net assets/fund balances ........ 169,350,128 33 192,102,675
Form 990 (2024)
Form 990 (2024)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
192,800,290
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
169,563,679
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
23,236,611
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
144,659,419
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
167,896,030
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2024)
Form 990 (2024)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
Name of the organization
GENESIS REHABILITATION HOSPITAL INC
 
Employer identification number

59-3284221
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2024 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2024 		(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2024. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2025. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2024


Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
GENESIS REHABILITATION HOSPITAL INC
 
Employer identification number

59-3284221
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........right arrow

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2024

Schedule C (Form 990) 2024
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2021 (b) 2022 (c) 2023 (d) 2024 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2024


Schedule C (Form 990) 2024
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
4,200
j
Total. Add lines 1c through 1i ....................................................................................................
4,200
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE ORGANIZATION IS A MEMBER OF VARIOUS HEALTHCARE ORGANIZATIONS, INCLUDING PRIMARILY THE AMERICAN PHYSICAL THERAPY ASSOCIATION (APTA), AMERICAN MEDICAL REHABILITATION PROVIDERS ASSOCIATION (AMRPA), AND JACKSONVILLE CHAMBER OF COMMERCE. IN ADDITION TO PAYING ANNUAL DUES TO THE FAIR FUND. THESE ORGANIZATIONS UNDERTAKE LOBBYING EFFORTS ON BEHALF OF THEIR MEMBERSHIP BODIES, AND EACH YEAR A PORTION OF DUES PAID TO THESE ORGANIZATIONS IS ALLOCATED TO LOBBYING EXPENDITURES.
Schedule C (Form 990) 2024


Additional Data


Software ID: 24020961
Software Version: 2024v5.1

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
GENESIS REHABILITATION HOSPITAL INC
 
Employer identification number

59-3284221
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow  
b
Permanent endowment right arrow  
c
Term endowment right arrow  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   280,659 280,659
b Buildings ....   95,691,803 35,860,572 59,831,231
c Leasehold improvements        
d Equipment ....   75,022,320 55,197,267 19,825,053
e Other .....   3,914,705 2,377,225 1,537,480
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 81,474,423
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)Other Receivables 275,956
(2)Right of Use asset 6,799,230
(3)Intercompany Receivables 63,840,834
(4)DPP Receivable 9,309,674
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 80,225,694
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
Federal Income Taxes  
Estimated 3rd Party Settlements 750,214
Lease Liability 7,170,924






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 7,921,138
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d 0
e Add lines 2a through 2d ..................... 2e 0
3 Subtract line 2e from line 1.................. 3 0
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 0
c Add lines 4a and 4b.................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 0
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d 0
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 0
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ........... 4b 0
c Add lines 4a and 4b..................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 0
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE ORGANIZATION RECEIVES CONSOLIDATED FINANCIAL STATEMENTS INCLUDING CORPORATE PARENT AND SUBSIDIARIES. THE FOLLOWING DISCLOSURE APPLIES TO THE SYSTEM AS A WHOLE: BROOKS IS COMPRISED OF NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC.
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1




SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
Medium right arrow Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow Attach to Form 990.
Medium right arrow Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
Name of the organization
GENESIS REHABILITATION HOSPITAL INC
 
Employer identification number

59-3284221
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

 

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

 

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
 
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
 
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
 
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . . 		    2,439,895   2,439,895 1.443 %
b Medicaid (from Worksheet 3, column a) . . . . .     11,593,210 13,086,618 0 0 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .         0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 14,033,105 13,086,618 2,439,895 1.443 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).         0 0 %
f Health professions education (from Worksheet 5) . . .         0 0 %
g Subsidized health services (from Worksheet 6) . . . .     2,958,482 605,034 2,353,448 1.392 %
h Research (from Worksheet 7) .         0 0 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .         0 0 %
j Total. Other Benefits . . 0 0 2,958,482 605,034 2,353,448 1.392 %
k Total. Add lines 7d and 7j . 0 0 16,991,587 13,691,652 4,793,343 2.835 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing         0 0 %
2 Economic development         0 0 %
3 Community support         0 0 %
4 Environmental improvements         0 0 %
5 Leadership development and
training for community members		         0 0 %
6 Coalition building         0 0 %
7 Community health improvement advocacy         0 0 %
8 Workforce development         0 0 %
9 Other         0 0 %
10 Total 0 0 0 0 0 0 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
458,809
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
 
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
58,802,668
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
51,163,394
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
7,639,274
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership % 		(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility) 		Licensed Hospital General Medical and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 BROOKS REHABILITATION HOSPITAL
3599 UNIVERSITY BLVD SOUTH
Jacksonville,FL32216 		X               Inpatient Rehab Facility  
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
BROOKS REHABILITATION HOSPITAL
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 21
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 21
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): www.brooksrehab.org
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
BROOKS REHABILITATION HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.0%
and FPG family income limit for eligibility for discounted care of 400.0%
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a Described the information the hospital facility may require an individual to provide as part of his or her application
b Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application
c Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process
d Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications
e Other (describe in Section C)
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
www.brooksrehab.org
b
www.brooksrehab.org
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 6
Part VFacility Information (continued)

Billing and Collections
BROOKS REHABILITATION HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21   No
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
BROOKS REHABILITATION HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - Brooks Rehabilitation Hospital. In July 2011, leaders from Baptist Health, Brooks Rehabilitation, the Clay County Health Department, the Duval County Health Department, Mayo Clinic, the Nassau County Health Department, the Putnam County Health Department, UF Health Jacksonville (then Shands Jacksonville Medical Center), Ascension St. Vincent's, and Wolfson Children's Hospital came together and formed the Jacksonville Metropolitan Community Benefit Partnership (the Partnership) to conduct the firstever multihospital system and public health sector collaborative Community Health Needs Assessment (CHNA). The Partnership's vision is to contribute to improvements in population health across the Northeast Florida Region by addressing gaps that prevent access to quality, integrating health care, and improving access to resources that support a healthy lifestyle. In 2015, partnership membership changed where only the nonprofit hospitals were involved, as such, the group changed the named the Jacksonville Nonprofit Hospital. Partnership, members continued their efforts to collaboratively assess the health needs of the Northeast Florida Region. Some of these collaborative efforts to address identified significant needs have included a museum exhibit at the Museum of Science and History that displayed real time local health data, a safe playground for children in a disadvantaged neighborhood, and offering Mental Health First Aid classes for the local community. The Partnership continues to explore opportunities to collaborate through small and largescale initiatives, improving the health and wellness of the region in a meaningful way. The Partnership actively looks for collaborative projects with which they can leverage the reach and influence of their nonprofit health systems within our community to make a significant impact, either across Northeast Florida or within specific disadvantaged neighborhoods. These projects have varied greatly but all initiatives were based on previous Community Health Needs Assessment data and the engagement of the residents that live in the communities. The CHNA was again conducted in 2021. Primary Data Key Stakeholder Interviews One-on-one interviews were conducted with thirty-one key stakeholders in the five county area between March and April of 2021. These interviews took place on a virtual meeting platform (Zoom) or over the phone; one interview was conducted in person once COVID-19 vaccinations allowed. Stakeholders were selected based on their knowledge of the health needs of particular communities. An effort was made to include participants whose organizations worked with minority, low-income, and underserved populations to gain insights into the needs of specific populations most at risk for health disparities. Key stakeholders included administrators of local health departments, directors of community agencies, social service organizations, behavioral health providers, and local government representatives. Focus Groups A total of 27 focus groups were conducted with 204 participants between March and April of 2021. All focus groups were conducted using a virtual meeting platform (Zoom). Efforts were made to recruit focus group participants in the five county area who represent minority, low-income, veterans, and medically underserved populations most at risk for health disparities and those experiencing challenges in accessing healthcare. Other focus groups included one with the LGBTQ+ population, and one group with people of differing abilities. Community Survey A community survey was disseminated between March and April of 2021 throughout the five county area of northeast Florida. The survey was distributed in English and in Spanish and paper surveys were also available. An electronic survey link and QR code were shared with members of the community in several ways including a press release, a featured segment on local public radio, various social media outlets, traditional broadcasts and other online media outlets. Five thousand postcards with the survey link and QR code were distributed throughout the five county area in hospital waiting rooms, vaccine sites and clinics, and via door-to-door canvassers. Secondary Data Standards for collecting, reviewing, presenting, and analyzing secondary data are based on industry trends that assess health status and risk factors for population health and community wellness. Quantitative data for each county is obtained from the Behavioral Risk Factor Surveillance System (BRFSS), County Health Rankings and Roadmaps (CHR&R), Florida Charts, Florida Department of Health Local Community Health Assessments (CHA), Hospital Utilization Reports, U.S. Census, and the Youth Risk Behavior Surveillance System (YRBSS). Population health measures the physical, mental, environmental, and social well-being of its residents. Collecting, assembling, and analyzing available data that includes statistics on health status, epidemiologic studies of health problems, healthcare utilization, service availability, and self-reported analytics helps to identify unmet needs and emerging needs.
Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - Brooks Rehabilitation Hospital. UF HEALTH (SHANDS) BAPTIST HEALTH MAYO CLINIC, Ascension, St. Vincent's WOLFSON CHILDREN'S HOSPITAL
Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - Brooks Rehabilitation Hospital. DUVAL COUNTY HEALTH DEPARTMENT PUTNAM COUNTY HEALTH DEPARTMENT CLAY COUNTY HEALTH DEPARTMENT NASSAU COUNTY HEALTH DEPARTMENT
Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - Brooks Rehabilitation Hospital. Genesis Health Rehabilitation Hospital works with all hospitals in the community to provide rehabilitation care and improve the lives of people recovering from injuries and those living with disabilities. The collaboration with the Jacksonville Nonprofit Hospital Partnership to perform a CHNA allows us to collectively gain a comprehensive understanding of where and how we can improve the health or our community.
Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - Brooks Rehabilitation Hospital. If a patient does not meet the FPG income criteria, the patient may be considered for financial assistance for catastrophic balance: the patient will have a balance due greater than 25% of their annual household income.
Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - Brooks Rehabilitation Hospital. Special Medical Circumstances: If the patient does not meet the FPG income criteria, financial assistance may be provided if the patient is seeking treatment that can only be provided by Brooks Rehabilitation or if the patient would benefit from continued medical services from Brooks for continuity of care.
Schedule H, Part V, Section B, Line 21 Facility , 1 Facility , 1 - BROOKS REHABILITATION HOSPITAL. BROOKS REHABILITATION HOSPITAL IS A SUB ACUTE CARE FACILITY AND DOES NOT HAVE EMERGENCY FACILITIES.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 9
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?14
Name and address Type of Facility (describe)
1 HEALTH CARE PLAZA OUTPATIENT CLINIC
3901 UNIVERSITY BLVD SOUTH
JACKSONVILLE,FL32216 		PHYSICAL, OCCUPATIONAL, COGNITIVE THERAPY
2 ORANGE PARK OUTPATIENT CLINIC
550 WELLS RD 4
ORANGE PARK,FL32073 		PHYSICAL, OCCUPATIONAL, SPEECH THERAPY
3 SAN PABLO CLINIC
14286 BEACH BLVD SUITE 34
JACKSONVILLE,FL32250 		PHYSICAL, OCCUPATIONAL, SPEECH THERAPY
4 MANDARIN OUTPATIENT CLINIC
11701 SAN JOSE BLVD 210
JACKSONVILLE,FL32223 		PHYSICAL, OCCUPATIONAL, SPEECH THERAPY
5 ST AUGUSTINE OUTPATIENT CLINIC
190 SOUTHPARK BLVD 100
ST AUGUSTINE,FL32086 		PHYSICAL, OCCUPATIONAL, SPEECH THERAPY
6 WESTSIDE OUTPATIENT CLINIC
7749 NORMANDY CROSSING
JACKSONVILLE,FL32221 		PHYSICAL, OCCUPATIONAL, SPEECH THERAPY
7 CENTER FOR SPORTS THERAPY AT YMCA
10423 CENTURION PKWY NORTH
JACKSONVILLE,FL32256 		PHYSICAL, ACQUATIC, SPORTS THERAPY
8 NORTHSIDE OUTPATIENT CLINIC
320 DUNDAS DR 8
JACKSONVILLE,FL32218 		PHYSICAL, OCCUPATIONAL, SPEECH THERAPY
9 BROOKS BEHAVIORAL MEDICINE
3901 UNIVERSITY BLVD SOUTH
JACKSONVILLE,FL32216 		COGNITIVE & PAIN THERAPIES, MEDICAL PSYCH, NEURO DAY TREATMENT, BIOFEEDBACK
10 St Johns
104 Ashourian Ave 105
ST AUGUSTINE,FL32092 		PHYSICAL, OCCUPATIONAL, SPEECH THERAPY
11 ST AUGUSTINE PEDIATRIC OUTPATIENT CLINIC
190 SOUTHPARK BLVD 102
ST AUGUSTINE,FL32086 		PHYSICAL, OCCUPATIONAL, SPEECH THERAPY
12 NEURO RECOVER CENTER
3599 UNIVERSITY BLVD S
JACKSONVILLE,FL32216 		OCCUPATIONAL, SPEECH, ADAPTIVE SPORTS THERAPY, WHEEL CHAIR CLINIC
13 Motion Analysis Center
3901 UNIVERSITY BLVD SOUTH
JACKSONVILLE,FL32216 		Physical Therapy, specializing in motion
14 Center for Low Vision
3901 UNIVERSITY BLVD SOUTH
JACKSONVILLE,FL32216 		Physical Therapy, specializing in vision
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
Schedule H, Part VI Supplemental Information Brooks Rehabilitation Hospital has been a leader in rehabilitation for 50 years. It is the only one of its kind in the region. Our 160-bed hospital provides the highest quality rehabilitation and medical care for people requiring intensive therapy. Brooks provides a full continuum of care to support the comprehensive needs of patients and their families. Services offered at Brooks Hospital include: Physical Medicine Rehabilitation, Nursing, Neuro Recovery Center, Physical Therapy, Occupational Therapy, Speech Therapy, Cognitive Rehabilitation, Recreation Therapy, Aquatic Therapy, Support Groups, Peer Mentoring, Family Education, Nutrition Counseling, Community Re-entry programs, Wheelchair Clinic and Chaplain Services. Brooks Rehabilitation Hospital is CARF accredited in stroke, spinal cord injury, brain injury, pain, pediatrics and general medical rehabilitation. This accreditation reflects proven outcomes achieved through evidenced-based practices. Clinical Areas of Expertise The Spinal Cord Injury Program is one of the only state-designated treatment facilities for spinal cord injuries in both children and adults, offering the most innovative, scientifically supported treatments available. The intensive program helps survivors regain functional independence and transition back into the community. The program is based on scientifically proven techniques. Brooks' System of Care from inpatient to outpatient to post-rehabilitation community programs, is designed to meet each patient's needs at all stages of recovery. The Brain Injury Program includes intensive inpatient rehabilitation, neurological day treatment, skilled nursing, outpatient therapy and home care. Two-thirds of patients come from outside the area seeking Brooks' rehabilitation expertise. Dedication to providing rehabilitative solutions for long-term brain injury recovery sets Brooks Rehabilitation apart. The Disorders of Consciousness program is a specialized short-term program designed for patients who present in a reduced or minimally conscious state. This program allows comprehensive evaluations and therapy for this special population earlier than the usual rehabilitation process. Brooks also offers an array of community programs to provide long-term support for those who have suffered neurological injuries, such as: driver rehabilitation, day treatment, Neuro Recovery Centers, Brooks Clubhouse, Brooks Aphasia Center and Brooks Adaptive Sports & Recreation. Brooks is a leader in Stroke Rehabilitation. One of the primary goals of the program is to help patients and their caregivers adapt and regain independence. The rehabilitation program helps survivors regain functional independence and transition back into the community. Our Pediatric Program has the best pediatric therapists who have specialized training and the unique skills necessary to address developmental disabilities and traumatic injuries from infancy to adulthood. The Orthopedics programs at Brooks Rehabilitation provide more specialized, focused rehabilitation than any other provider in the region. Each patient has an individualized plan of care focused on their specific goals and needs. The Amputee Program provides an integrated, multidisciplinary approach to evaluate, rehabilitate and support people with amputations. Brooks collaborates with primary care physicians, pediatricians, sports medicine doctors, and others to create patient-centered treatment plans.
Schedule H, Part VI Supplemental Information Hospital Staff Our staff members are some of the most highly trained professionals in the field. Our comprehensive care teams include physicians specializing in rehabilitation, specially trained nurses, physical therapists, occupational therapists, speech language pathologists, recreational therapists, social workers, dieticians, neuropsychologists, psychologists and case managers. Our care teams understand that a severe injury or illness can be life-altering for a patient and their family, which is why we strive to provide the most advanced therapy along with compassion, motivation and hope. Brooks Rehabilitation Hospital provides 24 hour nursing services furnished or supervised by registered nurses. Rehabilitation nurses make a difference in patients' lives. They work with patients of all ages, and their families or caregivers. They restore patients' lives so they have freedom and independence. In addition, the hospital offers advanced technology, state-of-the-art equipment and a highly credentialed therapy staff for rehabilitation specialization. This allows us to support our commitment to providing the best therapy and care to help patients achieve their highest quality of life. Hospital Profile Brooks Rehabilitation expertise to treat the most catastrophic and complex patients is evidenced by a case mix index that ranks in the 99th percentile. As a result, Brooks is becoming a destination hospital known for empowering people to achieve their highest level of recovery and participation in life. In the last several years, Brooks has expanded their patient population to states outside of Florida. Regional admissions represent 27% of the total volume. Significant programs and patient services offered at the Hospital include: adaptive sports, amputee rehabilitation, aquatic pool therapy, biofeedback therapy, brain injury rehabilitation, cognitive therapy, hip fracture rehabilitation, neurological disorders rehabilitation, neuropsychology, occupational therapy, orthopedic rehabilitation, pediatric rehabilitation, physical therapy, recreational therapy, spinal cord injury rehabilitation, stroke rehabilitation, VitaStim swallowing, robotics, and functional electrical stimulation. Brooks Rehabilitation serves a variety of patients with varying degrees of injury. The majority of patients treated suffer from catastrophic strokes, brain injuries, or spinal cord injuries. In addition to highly specialized services, the Hospital also treats a large number of patients requiring general rehabilitation, transplants, orthopedic and cardiac services, and is the only provider of pediatric rehabilitation in the region. In 2021, Brooks Rehabilitation .Hospital had approximately 2,600 discharges and approximately 48,000 days of service. It is the third largest free-standing rehabilitation hospital in the nation. The facility serves patients who require intensive rehabilitation, with specialization in stroke, spinal cord injury, brain injury, and pediatrics. The hospital has been continuously accredited by the Joint Commission since 1986, the latest for a three year period beginning September 2019. The Hospital has also maintained continuous accreditation by the Commission on Accreditation of Rehabilitation Facilities since 1982. The Hospital is designated by the State of Florida as a Spinal Cord Injury Rehabilitation Center and a Brain Injury Rehabilitation Center. The Hospital achieved Magnet Redesignation for nursing in 2021, to become one of four freestanding inpatient rehabilitation facilities in the country with this credential. There are 12 hospital based outpatient rehabilitation clinics. These clinics offer a full range of services including physical, occupational and speech therapies. The clinics are staffed by clinicians and therapists who are at the top of their fields. These specialists are dedicated to enable patients to reach their highest level of recovery. Covid-19 The impact of the Covid-19 Pandemic carried over into 2021. Decreased patient volumes, supply chain interruptions, inability to discharge to next settings of care, restrictive visitation policies, and quarantine orders significantly disrupted the operations of the Hospital. A Covid-19 Task Force was instituted and met as needed to discuss the impact of and implement protocols for the well-being of patients and employees. Brooks continues to evaluate and respond to the changing environment necessitated by the pandemic. Brooks Rehabilitation provides stellar rehabilitation services of care to all patients. A patient's ability to pay for services is not an impediment to care. In 2021, the Hospital provided 821 inpatient days of charity care and 4,758 visits at its outpatient facilities. The cost of this care was approximately $2.4 million. Additionally, 1,336 days of service were provided to Medicaid patients.
Schedule H, Part V, Section B, Line 11 THE HOSPITAL FACILITY CHOSE TO FOCUS ON THE FOLLOWING SIGNIFICANT HEALTH NEEDS: MENTAL HEALTH ACCESS TO HEALTHCARE (CLINICS, FOOD, COST, DENTAL, ETC.) POVERTY CHRONIC DISEASES DIABETES, HEART DISEASE, ASTHMA; OBSESITY/NUTRITION/LIFESTYLE MATERNAL AND CHILD HEALTH The 2021 CHNA report and implementation strategy were undertaken by the hospital to assess and address significant community health needs, and in accordance with Internal Revenue Service (IRS) regulations in Section 501(r) of the Internal Revenue Code. The implementation strategy addresses the significant community health needs described in the CHNA report. It identifies significant needs that the hospital plans to address through various strategic initiatives. The implementation strategy describes how Brooks Rehabilitation plans to address the significant community health needs identified in the 2021 CHNA. The hospital reviewed the CHNA findings and applied the following criteria to determine the most appropriate needs for Brooks Rehabilitation Hospital to address: The extent to which the hospital has resources and competencies to address the need; The impact that the hospital could have on the need (i.e., the number of lives the hospital can impact); The frequency with which stakeholders identified the need as a significant priority; and The extent of community support for the hospital to address the issue and potential for partnerships to address the issue. Brooks Rehabilitation Hospital's 2021 CHNA identified a number of significant health needs in Baker, Clay, Duval, Nassau, and St. Johns counties. The Hospital identified the following areas of focus: Mental Health To address this need, Brooks Rehabilitation will undertake the following program initiatives: Provide ongoing community benefit programming including: - Brooks Rehabilitation Adaptive Sports & Recreation - Brooks Rehabilitation Aphasia Center - Brooks Rehabilitation Neuro Recovery Center - Brooks Rehabilitation Brain Injury Clubhouse - Brooks Rehabilitation Adaptive Wellness Programs - Brooks Rehabilitation Pediatric Recreation - Brooks Rehabilitation Motion Analysis Center - Brooks School Re-entry Program - Brooks Rehabilitation Music Therapy - Brooks Center for Low Vision - Brooks Behavioral Medicine Brooks will provide mental health programming for Community Benefit Program participants and caregivers with mental health and psychotherapy professionals. Brooks will continue to assess and monitor the viability of virtual programming to include opportunities for individuals who are isolated or afraid of public forums. Provide support groups and peer mentors to groups for individuals with similar diagnoses. Brooks will provide creative outlets for emotional expression through lyric analysis, song writing and varying degrees of therapy to improve mental wellbeing through Brooks Rehabilitation Music Therapy. Anticipated Impacts: Improvement in quality of life. Maintain healthy lifestyle through quantifiable outcome measures, which can lead to better overall health and wellness. Increase access to mental health professionals to improve an individual's mental wellbeing. Provide an opportunity for individuals to collaborate in peer-to-peer interactions and group activities to increase confidence. Evaluation Plan: The World Health Organization Quality of Life assessment tool with updated measures will be provided at initial intake, 2 months, 6 months, and 12 months to compare improvements to national standards for appropriate community benefit programs. 2021 Impact: Each of the outlined programs are designed to provide meaningful opportunities to improve quality of life for persons with differing ability. Access Throughout the data collection process, it was clear that the term "access" carries many different meanings. Most of the discussion around access focused on access to health services. However, reliable transportation, proper nutrition and safe and affordable housing emerged as issues that impact one's access to health care. Key Issues Rural counties have fewer primary care providers and fewer specialists, which proves to be a barrier to accessing health services for rural residents. Transportation is the top quality of life issue identified by constituents in the service area according to secondary data and the most mentioned barrier to accessing care from the primary data. Nutritious food is often inaccessible for many individuals because of cost. Proper and safe housing is a priority over health care for many people in the service area for Brooks Rehabilitation To address this need, Brooks Rehabilitation will undertake the following program initiatives: Provide community transportation to Brooks Rehabilitation Community Benefit Programs. Assess the opportunity to provide transportation from Clay County to the Brooks Rehabilitation Brain Injury Clubhouse. For individuals unable to access transportation, Brooks Rehabilitation will continually assess the opportunity to provide access to virtual programming, virtual Community Benefit Programs and telehealth services. Brooks Rehabilitation Low Vision Center will assess and provide mobile therapy services to patients with transportation limitations. Brooks Rehabilitation Brain Injury Clubhouse will provide vocational training for individuals with a traumatic brain injury to improve the access to employment. Helen's House will provide affordable, temporary housing to Brooks's patients and caregivers. Allow individuals who are under or uninsured the opportunity to access Brooks Rehabilitation programs and services through charity care and scholarships. Translation technology provided for individuals needing access to alternate language solutions. Brooks Rehabilitation will assess the opportunity to provide communication devices for individuals to overcome non-verbal communication. Brooks Rehabilitation Adaptive Wellness Programs will provide wellness examinations biannually. Provide ongoing community benefit programming which addresses the lack of services available to individuals with a differing ability through the Brooks Community Benefits Programs, which include: - Brooks Rehabilitation Adaptive Sports & Recreation - Brooks Rehabilitation Aphasia Center - Brooks Rehabilitation Neuro Recovery Center - Brooks Rehabilitation Brain Injury Clubhouse - Brooks Rehabilitation Adaptive Wellness Programs - Brooks Rehabilitation Pediatric Recreation - Brooks Rehabilitation Motion Analysis Center - Brooks School Re-entry Program - Brooks Rehabilitation Music Therapy - Brooks Center for Low Vision - Brooks Behavioral Medicine Anticipated Impacts: Maintain healthy lifestyle through quantifiable outcome measures can lead to better overall health and wellness. Increased participation in Brooks Community Benefit Programs. Increase in an individual's access to obtain medical services that could otherwise not be accessed. Evaluation Plan: Increase in overall activity for participation per unique member in the Brooks Community Benefit Programs. Increased participation of unique members in Brooks Rehabilitation Aphasia Center. Vital measurements, including blood pressure and heart rate will be recorded for individuals who participate within the health screening.
Schedule H, Part V, Section B, Line 11 Chronic Disease To address this need, Brooks Rehabilitation will undertake the following program initiatives: Provide ongoing community benefit programming (addressing physical well-being, social interaction, and improved quality of life) through the Brooks Community Benefit Programs, which include: - Brooks Rehabilitation Adaptive Sports & Recreation - Brooks Rehabilitation Aphasia Center - Brooks Rehabilitation Neuro Recovery Center - Brooks Rehabilitation Brain Injury Clubhouse - Brooks Rehabilitation Adaptive Wellness Programs - Brooks Rehabilitation Pediatric Recreation - Brooks Rehabilitation Music Therapy - Brooks Center for Low Vision Brooks Rehabilitation Adaptive Sports & Recreation offers weekly activities designed to meet the needs and interests of our diverse community along age, ability, lifestyle, and personal interest parameters. The Brooks Rehabilitation Adaptive Wellness Programs offers supervised individual exercise program designed for persons who are recovering from the effects of a stroke, brain injury, Parkinson's disease, Multiple Sclerosis, and other diagnoses. The classes will focus on balance, flexibility, strength, and coordination through exercises that is completed seated or standing position. The Brooks Rehabilitation Brain Injury Clubhouse provides members participation in exercise activities for Brain Injury and stroke survivors. The Brooks Rehabilitation Pediatric Recreation offers weekly activities designed to meet the needs and interests of the pediatric population with differing physical and cognitive abilities. The Brooks Rehabilitation Neuro Recovery Center provides an opportunity for individuals with a spinal cord injury to continue ongoing exercise rehabilitation and conditioning to maintain and improve functional movement and abilities. Brooks Rehabilitation will provide employees and patients with a video library of general health and wellness materials. Through Y Healthy Living Centers, Brooks Rehabilitation will work with partners in the healthy living facility to provide education and information on a variety of topics to the community. The Spinal Cord Injury & Related Disorders Day Treatment Program provides nutritional consultation along with interdisciplinary rehabilitation programs designed to for patients who have had a spinal cord injury or similar neurologic disorders. Anticipated Impacts: Improvement in quality of life. Increase in physical activity for adult and pediatric populations. Maintain healthy lifestyle through quantifiable outcome measures, which can lead to secondary benefits of decreased falls, prevention of a second stroke, increased mobility, weight control, and better mental health. Increase children's confidence with the goal to restore a child's confidence in play activities with their peers, promote a healthy body image, and provide education for healthy nutrition and body weight as a child grows. Regular education sessions with assessments on effectiveness at the Y Healthy Living Center. Raise awareness of disease prevention and recovery. Evaluation Plan: Increase in overall activity for participation per unique member in the Brooks Community Benefit Programs. Complete six month reassessments at all wellness programming to ensure members participating maintain or improve outcome measures. Provide healthy snack options at one (1) Brooks Rehabilitation location to determine program viability. If successful, implement at additional locations. Creation and promotion of wellness video library and walking routes. Maternal and Child Health To address this need, Brooks Rehabilitation will undertake the following program initiatives: Participate in Think First, a nationwide injury prevention program that focuses on reducing the number of brain injury and spinal cord injury by educating youth. Brooks Pediatric Recreation Program will provide youth with differing abilities meaningful and accessible recreation opportunities that offer social connection, family empowerment, and community integration to enhance quality of life. Year round programming is offered through weekly classes, monthly activities, and family-friendly special events. Brooks will provide children recovering from a disabling injury or illness, our School Re-entry specialists to work with the various school districts and school personnel to minimize lost academics while coordinating a safe, customizable and successful transition back to school. Many children do not have access to vision examinations. Through the Brooks Low Vision Center, low vision exams will be provided to children for improved health. The Brooks Rehabilitation event, First Coast Cruisers, will provide children with differing abilities the opportunity to apply for an adaptive toy, customized for the child, to facilitate mobility and independence. Anticipated Impacts: Improved knowledge among school aged children regarding Brain Injury and Spinal Cord injury prevention. Increase in physical activity for pediatric populations, improving functionality, mental wellbeing and overall health. Increase access to pediatric health and wellness devices and services. The full Brooks Rehabilitation Community Needs Assessment report for 2021 can be viewed on our website www.brooksrehab.org.
Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 458809
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance WORKSHEET 2 OF THE 2024 SCHEDULE H INSTRUCTIONS WAS USED TO COMPUTE A COST-TO-CHARGES RATIO USED TO CALCULATE TOTAL COMMUNITY BENEFIT EXPENSE AT COST FOR THE PURPOSES OF LINE 7, COL (C).
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount BAD DEBT IS CALCULATED USING AN AGING OF ACCOUNTS METHODOLOGY COUPLED WITH SPECIFIC ACCOUNT REVIEW AND IS REPORTED AT GROSS CHARGES.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology Amounts presented as bad debts attributable to community benefit are write-offs to Medicaid payors.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE ON BAD DEBT, ALLOWANCE FOR DOUBTFUL ACCOUNTS, OR ACCOUNTS RECEIVABLE.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs THE ORGANIZATION USED ITS MEDICARE COST REPORT TO CALCULATE AMOUNTS PRESENTED ON PART III, LINES 5 AND 6.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance THE ORGANIZATION IS A SUB ACUTE CARE FACILITY, AND PATIENTS ENTERING THE FACILITY ARE REFERRED BY OTHER ORGANIZATIONS WHICH HAVE ALREADY PERFORMED FINANCIAL EVALUATIONS IN MOST CASES. IT IS HIGHLY UNLIKELY AND RARE THAT A FULL EVALUATION IS NOT PERFORMED ON THE ORGANIZATION'S PATIENTS PRIOR TO DISCHARGE, AND THEREFORE, THE CHANCE OF THE ORGANIZATION PURSUING COLLECTIONS ON PATIENTS THAT WILL QUALIFY FOR FINANCIAL ASSISTANCE IS LOW; HOWEVER, AS DISCUSSED IN PART VI, LINE 3, IN THE EVENT A PATIENT'S FINANCIAL SITUATION CHANGES OVER THE COURSE OF CARE, THE ORGANIZATION HAS POLICIES IN PLACE TO REQUIRE A REEVALUATION.
Schedule H, Part V, Section B, Line 16a FAP website - BROOKS REHABILITATION HOSPITAL: Line 16a URL: www.brooksrehab.org;
Schedule H, Part V, Section B, Line 16b FAP Application website - BROOKS REHABILITATION HOSPITAL: Line 16b URL: www.brooksrehab.org;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website - BROOKS REHABILITATION HOSPITAL: Line 16c URL: www.brooksrehab.org;
Schedule H, Part VI, Line 2 Needs assessment BROOKS REHABILITATION HOSPITAL JOINED THE JACKSONVILLE METROPOLITAN COMMUNITY BENEFIT PARTNERSHIP TO CONDUCT THE FIRST-EVER MULTI-HOSPITAL SYSTEM AND PUBLIC HEALTH SECTOR COLLABORATIVE COMMUNITY HEALTH NEEDS ASSESSMENT. THE PARTNERSHIP CONSISTS OF A NETWORK OF FIVE HEALTH CARE SYSTEMS (NINE NONPROFIT HOSPITALS) AND FOUR PUBLIC HEALTH DEPARTMENTS THAT STAND FOR A SHARED VOICE AND VISION OF IMPROVING HEALTH AND WELLNESS IN THE JACKSONVILLE METROPOLITAN AREA. AS A RESULT OF THIS COMMUNITY HEALTH NEEDS ASSESSMENT, BROOKS REHABILITATION HAS ADDRESSED THE NEEDS OF THE DISABILITY COMMUNITY THROUGH THE IMPLEMENTATION STRATEGIES THE CHNA WAS COMPLETED IN 2018 AND AGAIN IN 2021. SEE THE NARRATIVE FOR SCHEDULE H, PART V.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance PATIENTS ARE EVALUATED IN THE ACUTE CARE SETTING TO DETERMINE ELIGIBILITY FOR CHARITY CARE. ALL HOSPITAL TEAM MEMBERS INCLUDING THE BUSINESS OFFICE TEAM AND CASE MANAGERS UNDERSTAND CHARITY CARE AND WORK WITH THE PATIENTS TO COMPLETE THE NECESSARY DOCUMENTATION IF APPLICABLE. IN THE EVENT A PATIENT'S FINANCIAL DETERMINATION VARIES AFTER ENTRANCE INTO THE FACILITY, HE IS REEVALUATED BY A CASE MANAGER.
Schedule H, Part VI, Line 4 Community information BROOKS REHABILITATION HOSPITAL IS PHYSICALLY LOCATED IN JACKSONVILLE, FL. PRIMARILY, OUR PATIENTS ARE TRANSFERRED FROM ONE OF SEVEN ACUTE CARE FACILITIES. HOWEVER, PATIENTS ARE RECEIVED FROM ACUTE CARE HOSPITALS ALL OVER NORTH FLORIDA, CENTRAL FLORIDA, AND SOUTHEAST GEORGIA. IN ADDITION, ADMISSIONS COME FROM SKILLED NURING FACILITIES WITHIN THE SAME REGION. THE COUNTIES IN THE JACKSONVILLE'S METROPOLITAN STATISTICAL AREA (MSA) INCLUDE BOTH A HIGH YOUTH POPULATION AND A GROWING ELDERLY POPULATION.
Schedule H, Part VI, Line 5 Promotion of community health BROOKS CHARGES ITS UNINSURED PATIENTS AT THE AVERAGE DISCOUNTED RATE RECEIVED BY PRIVATE INSURERS, MEDICARE, AND MEDICAID. GENEROUS INCOME GUIDELINES ALONG WITH PATIENT-FRIENDLY BILLING PRACTICES ALLOWS BROOKS TO PROVIDE COMPREHENSIVE REHABILITATION SERVICES TO FLORIDA AND GEORGIA RESIDENTS WHO WOULD NOT OTHERWISE HAVE ACCESS TO THIS LEVEL OF CARE. THESE BENEFITS NOT ONLY IMPROVE THE FUNCTIONAL INDEPENDENCE OF OUR PATIENTS, BUT LEAD THEM TO A BETTER QUALITY OF LIFE.
Schedule H, Part VI, Line 6 Affiliated health care system BROOKS HEALTH SYSTEM, THE PARENT COMPANY OF BROOKS REHABILITATION HOSPITAL, ADMINISTERS SEVERAL COMMUNITY BENEFIT PROGRAMS SUCH AS A SCHOOL REENTRY PROGRAM, AN ADAPTIVE SPORTS PROGRAM, A CLINICAL EDUCATION PROGRAM, A SPORTS OUTREACH PROGRAM, A STROKE WELLNESS PROGRAM, AND OTHER VARIOUS PROGRAMS DESIGNED TO MEET THE NEEDS OF THE COMMUNITY. DETAILED INFORMATION REGARDING THESE SPECIFIC PROGRAMS IS DESCRIBED ON THIS SCHEDULE AND CAN ALSO BE FOUND ON THE ORGANIZATION'S WEBSITE.
Schedule H (Form 990) 2024
Additional Data


Software ID: 24020961
Software Version: 2024v5.1
Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
GENESIS REHABILITATION HOSPITAL INC
 
Employer identification number

59-3284221
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
Yes
 
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Douglas M Baer
Chairman / CEO 		(i)

(ii)		 0
-------------
607,792 		0
-------------
219,084 		0
-------------
3,861 		0
-------------
53,500 		0
-------------
17,858 		0
-------------
902,095 		0
-------------
0
2J Britton Tabor
SEC. / TREAS. / CFO 		(i)

(ii)		 0
-------------
431,586 		0
-------------
158,314 		0
-------------
3,861 		0
-------------
18,021 		0
-------------
8,167 		0
-------------
619,949 		0
-------------
0
3Kenneth Ngo MD
Board Member 		(i)

(ii)		 0
-------------
358,843 		0
-------------
0 		0
-------------
523 		0
-------------
46,000 		0
-------------
17,858 		0
-------------
423,224 		0
-------------
0
4Trevor Paris MD
Board Member 		(i)

(ii)		 0
-------------
425,653 		0
-------------
166,604 		0
-------------
4,540 		0
-------------
30,500 		0
-------------
26,908 		0
-------------
654,205 		0
-------------
0
5Kris A Roberts
Board Member 		(i)

(ii)		 0
-------------
270,137 		0
-------------
104,251 		0
-------------
1,050 		0
-------------
16,646 		0
-------------
17,761 		0
-------------
409,845 		0
-------------
0
6Parag Shah MD
Board Member 		(i)

(ii)		 0
-------------
316,817 		0
-------------
0 		0
-------------
569 		0
-------------
36,188 		0
-------------
17,858 		0
-------------
371,432 		0
-------------
0
7Geneva Tonuzi MD
Board Member 		(i)

(ii)		 0
-------------
391,240 		0
-------------
0 		0
-------------
523 		0
-------------
23,000 		0
-------------
0 		0
-------------
414,763 		0
-------------
0
8Bryan Murphy
VP Operations 		(i)

(ii)		 143,342
-------------
0 		32,203
-------------
0 		205
-------------
0 		14,207
-------------
0 		17,858
-------------
0 		207,815
-------------
0 		0
-------------
0
9Amanda L Osborne
VP Operations 		(i)

(ii)		 178,346
-------------
0 		41,583
-------------
0 		464
-------------
0 		22,166
-------------
0 		12,361
-------------
0 		254,920
-------------
0 		0
-------------
0
10Russell Addeo
Dir. Behavioral Medicine 		(i)

(ii)		 167,810
-------------
0 		17,930
-------------
0 		1,673
-------------
0 		27,426
-------------
0 		8,211
-------------
0 		223,050
-------------
0 		0
-------------
0
11Adam Francis
Director of Nursing 		(i)

(ii)		 131,406
-------------
0 		18,283
-------------
0 		192
-------------
0 		4,705
-------------
0 		20,108
-------------
0 		174,694
-------------
0 		0
-------------
0
12Ruth Ann Righter
Flex RN 		(i)

(ii)		 162,274
-------------
0 		0
-------------
0 		0
-------------
0 		0
-------------
0 		0
-------------
0 		162,274
-------------
0 		0
-------------
0
13Joshua Schuette
Exec. Dir. Workers Comp. 		(i)

(ii)		 126,341
-------------
0 		29,790
-------------
0 		339
-------------
0 		23,000
-------------
0 		21,308
-------------
0 		200,778
-------------
0 		0
-------------
0
14Gregory Smith
Chief Nursing Officer 		(i)

(ii)		 176,489
-------------
0 		21,032
-------------
0 		277
-------------
0 		1,803
-------------
0 		17,761
-------------
0 		217,362
-------------
0 		0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part I, Line 6a Compensation contingent on net earnings of the organization THE COMPANY HAS A SUCCESS SHARING PLAN THAT INCLUDES MOST EMPLOYEES. PAYMENT IS CALCULATED AS A PERCENTAGE OF COMPENSATION AND IS TRIGGERED BY MEETING SPECIFIC OPERATIONAL AND FINANCIAL GOALS.
Schedule J (Form 990) (Rev. 1-2025)

Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
GENESIS REHABILITATION HOSPITAL INC
 
Employer identification number

59-3284221
Return Reference Explanation
Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE MEMBER OF THE ORGANIZATION IS GENESIS HEALTH, INC. (DOING BUSINESS AS BROOKS HEALTH SYSTEM), A FLORIDA NOT-FOR-PROFIT CORPORATION.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE BOARD SHALL BE COMPOSED OF AT LEAST FIVE DIRECTORS. DIRECTORS SHALL BE SELECTED FOR THEIR ABILITY TO PARTICIPATE EFFECTIVELY IN FULFILLING THE BOARD'S RESPONSIBILITY AND WITH THE PURPOSE AND INTENT OF PROVIDING A BOARD OF DIRECTORS THAT IS REPRESENTATIVE OF THE MAJOR SEGMENTS OF THE COMMUNITY SERVICED BY THE HOSPITAL. THE DIRECTORS OF THE ORGANIZATION SHALL BE DESIGNATED BY THE SOLE MEMBER OF THE ORGANIZATION AND SHALL SERVE FOR TERMS OF TWO YEARS. ONE HALF OF THE DIRECTORS SHALL BE DESIGNATED EACH YEAR. AT LEAST ONE DIRECTOR SHALL BE A PHYSICIAN AND AT LEAST TWO DIRECTORS SHALL BE LAYMEN.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE BOARD OF DIRECTORS SHALL NOT, WITHOUT PRIOR APPROVAL OF THE SOLE MEMBER OF THE ORGANIZATION: - APPROVE ANY ANNUAL OR LONG-TERM CAPITAL AND OPERATIONAL BUDGETS OR ANY CHANGES THEREIN EXCEEDING FIVE PERCENT OF THE TOTAL ORIGINAL BUDGET - APPROVE ANY NEW, OR ANY CHANGES TO EXISTING LONG-TERM OR MASTER INSTITUTIONAL PLANS OF THE ORGANIZATION - ENGAGE IN, OR ENTER INTO ANY AGREEMENT PROVIDING FOR, ANY TRANSACTION REQUIRING A CERTIFICATE OF NEED - APPROVE A PLAN OF DISSOLUTION OF THE ORGANIZATION - AGREE TO ANY CONTRACT OR ENGAGE IN ANY TRANSACTION WHERE THE AMOUNT INVOLVED EXCEEDS $100,000 - APPROVE A PLAN OF MERGER OR CONSOLIDATION OF THE ORGANIZATION WITH ANOTHER ORGANIZATION - ORGANIZE OR ACQUIRE, OR AUTHORIZE OR APPROVE THE ORGANIZATION OR ACQUISITION OF, ANY SUBSIDIARY OR AFFILIATE OF THE ORGANIZATION
Form 990, Part VI, Line 11b Review of form 990 by governing body Form 990 is placed on a shared file system for access by all Board members. Board members may request printed copies. Form 990 is reviewed in detail by the Audit Committee. A summary is presented to the Board.
Form 990, Part VI, Line 12c Conflict of interest policy EACH YEAR BOARD MEMBERS ARE REQUIRED TO COMPLETE A FORM THAT WILL DISCLOSE ANY RELATIONSHIPS THAT MAY CREATE A CONFLICT OF INTEREST. THE FORMS ARE REVIEWED BY MANAGEMENT AND ANY CONCERNS ARE REFERRED TO THE BOARD IF NECESSARY.
Form 990, Part VI, Line 15a Process to establish compensation of top management official Genesis Health, Inc. engages an outside consultant for all officer, executive, and top management compensation decisions. The Compensation Committee of the Board of Directors approves all decisions regarding executive compensation. Comparability data utilized includes industry as well as geographical parameters.
Form 990, Part VI, Line 15b Process to establish compensation of other employees Genesis Health, Inc. engages an outside consultant for all officer, executive, and top management compensation decisions. The Compensation Committee of the Board of Directors approves all decisions regarding executive compensation. Comparability data utilized includes industry as well as geographical parameters.
Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
Form 990, Part VII, Section A BOARD MEMBER TREVOR PARIS, MD WAS COMPENSATED BY PHYSICAL MEDICINE SPECIALISTS, A RELATED ORGANIZATION, FOR MEDICAL SERVICES PERFORMED FOR THE ORGANIZATION.
Form 990, Part VIII, Line 3 AMOUNTS PRESENTED ON LINE 3 AND LINE 4 ARE AN ALLOCATION OF INVESTMENT INCOME BASED ON INVESTMENTS HELD BY THE SOLE MEMBER.
Form 990, Part IX, Line 11g Other Fees Consulting - Total Expense: 408163, Program Service Expense: , Management and General Expenses: 408163, Fundraising Expenses: ; Other Purchased Services - Total Expense: 10698036, Program Service Expense: 9854536, Management and General Expenses: 843500, Fundraising Expenses: ; Patient Services - Total Expense: 11116784, Program Service Expense: 11116784, Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;
Form 990, Part XII, Line 2c Change of oversight process or selection process THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
Form 990, Part VI, Line 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST. ADDITIONALLY, RECENT FILINGS OF THE FORM ARE AVAILABLE ON GUIDESTAR.ORG.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE R
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
Open to Public Inspection
Name of the organization
GENESIS REHABILITATION HOSPITAL INC
 
Employer identification number

59-3284221
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)GENESIS HEALTH INC
3598 UNIVERSITY BLVD SOUTH

JACKSONVILLE,FL32216
59-2249370 		HEALTHCARE FL 501(c)(3) Type II NA
 
 
No
(2)PHYSICAL MEDICINE SPECIALISTS INC
3599 UNIVERSITY BLVD SOUTH

JACKSONVILLE,FL32216
59-3530305 		HEALTHCARE / PHYSICIANS FL 501(c)(3) Type I GENESIS REHABILITATION HOSPITAL INC
 
Yes
 
(3)BROOKS HOME CARE ADVANTAGE INC
3599 UNIVERSITY BLVD SOUTH

JACKSONVILLE,FL32216
26-2216181 		HEALTHCARE / HOME THERAPY FL 501(c)(3) 10 GENESIS HEALTH INC
 
 
No
(4)GENESIS HEALTH DEVELOPMENT INC
3599 UNIVERSITY BLVD SOUTH

JACKSONVILLE,FL32216
59-2249372 		HEALTHCARE / REHAB THERAPY FL 501(c)(3) 10 GENESIS HEALTH INC
 
 
No
(5)BROOKS SKILLED NURSING FACILITY A INC
3599 UNIVERSITY BLVD SOUTH

JACKSONVILLE,FL32216
27-2153586 		HEALTHCARE / SKILLED NURSING FL 501(c)(3) 3 BROOKS SKILLED NURSING INC
 
 
No
(6)THE GENESIS HEALTH FOUNDATION INC
3599 UNIVERSITY BLVD SOUTH

JACKSONVILLE,FL32216
59-2249340 		SUPPORT / FUNDRAISING FL 501(c)(3) 7 GENESIS HEALTH INC
 
 
No
(7)BROOKS SKILLED NURSING FACILITY HOLDINGS A INC
1301 RIVERPLACE BLVD 1500

JACKSONVILLE,FL32207
27-2187557 		REAL ESTATE HOLDING FL 501(c)(3) Type I BROOKS SKILLED NURSING INC
 
 
No
(8)BROOKS SKILLED NURSING FACILITY HOLDINGS B INC
3599 UNIVERSITY BLVD SOUTH

JACKSONVILLE,FL32216
45-2623488 		REAL ESTATE HOLDING FL 501(c)(3) Type I BROOKS SKILLED NURSING INC
 
 
No
(9)BROOKS REHABILITATION CLINICAL RESEARCH CENTER INC
3599 UNIVERSITY BLVD SOUTH

JACKSONVILLE,FL32216
45-2094888 		RESEARCH FL 501(c)(3) 4 GENESIS HEALTH INC
 
 
No
(10)BROOKS SKILLED NURSING INC
3599 UNIVERSITY BLVD SOUTH

Jacksonville,FL32216
26-4561148 		HEALTHCARE / SKILLED NURSING FL 501(c)(3) 10 Genesis Health Inc
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) HB Deltona Rehabilitative Services

303 N Clyde Morris Blvd
Daytona Beach,FL32114
86-2309610 		Outpatient Rehabilitation FL NA
  		N/A       No     No 0 %












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) GH HOLDINGS INC

3599 UNIVERSITY BLVD SOUTH
JACKSONVILLE,FL32216
59-3007328 		HOLDING COMPANY FL NA
  		C Corporation         No
(2) GH MANAGEMENT INC

3599 UNIVERSITY BLVD SOUTH
JACKSONVILLE,FL32216
59-2387438 		HOLDING COMPANY FL NA
  		C Corporation         No
(3) GENESIS MANAGEMENT SERVICES INC

3599 UNIVERSITY BLVD SOUTH
JACKSONVILLE,FL32216
59-2183211 		MANAGEMENT SERVICES FL NA
  		C Corporation         No
(4) GH MEDICAL SERVICES INC

3599 UNIVERSITY BLVD SOUTH
JACKSONVILLE,FL32216
59-2742895 		MEDICAL SERVICES FL NA
  		C Corporation         No
(5) GH PARTNERSHIP HOLDINGS PPA INC

3599 UNIVERSITY BLVD SOUTH
JACKSONVILLE,FL32216
59-3075438 		INVESTMENT HOLDINGS FL NA
  		C Corporation         No




Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) (Rev. 1-2025)

Additional Data


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