TY 2024 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) PATRICK HWU...................................................................... FRM HOSPITAL PRES TO 10/2021	0.00 ................. 60.00			X	0	1,903,993	339,623
(2) SARABDEEP SINGH...................................................................... HOSPITAL PRESIDENT	22.00 ................. 36.00	X			0	1,103,924	211,233
(3) G DOUGLAS LETSON...................................................................... FRM EVP-PHYS IN CHIEF TO 6/2024	21.00 ................. 34.00			X	426,431	597,591	162,524
(4) L DAVID DE LA PARTE...................................................................... FRM EVP-GEN CO; ASST SEC TO 6/2024	15.00 ................. 43.00			X	0	800,163	242,023
(5) JOANNA WEISS...................................................................... EVP-CFO & ASST TREAS	15.00 ................. 45.00	X			0	833,387	139,001
(6) WADE SEXTON...................................................................... VP CHF MED OFFICER AS OF 7/2024	55.00 ................. 0.00	X			434,776	390,842	163,005
(7) TIM HEMBREE...................................................................... VP CHIEF QUALITY OFFICER	55.00 ................. 0.00	X			563,097	0	120,626
(8) CHARLES FLETCHER...................................................................... EVP-GEN COUN & ASST SEC AS OF 7/2024	15.00 ................. 45.00	X			0	544,342	117,472
(9) KAREN LU...................................................................... EVP-PHYSICIAN IN CHIEF	24.00 ................. 31.00	X			617,813	0	16,406
(10) KAREN WARTENBERG...................................................................... VP MOFFITT MEDICAL GROUP	25.00 ................. 30.00		X		507,640	0	118,439
(11) KELLY GONZALVO...................................................................... VP PATIENT CARE/CNO	55.00 ................. 0.00	X			506,547	0	100,098
(12) MATTHEW BEDNAR...................................................................... VP AMBULATORY/VIRTUAL CARE OPS	55.00 ................. 0.00	X			453,305	0	130,999
(13) EVAN ZASLOW...................................................................... VP PAYER STRATEGIES	24.00 ................. 31.00	X			449,858	0	104,950
(14) VLADIMIR FEYGELMAN...................................................................... SR MBR PHYSICIST-RAD ONC	50.00 ................. 0.00		X		346,780	0	185,742
(15) TERRENCE WRIGHT...................................................................... VP FAC & SUP SVCS	20.00 ................. 35.00	X			0	397,226	88,922
(16) GEOFFREY G ZHANG...................................................................... SR MBR PHYSICIST-RAD ONC	50.00 ................. 0.00		X		333,766	0	153,276
(17) STUART G WASSERMAN...................................................................... CHIEF RAD ONC OFFICER AS OF 7/2024	50.00 ................. 0.00		X		377,664	0	100,138

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(18) EDUARDO G MOROS........................................................................ CHIEF MEDICAL PHYSICS	50.00 .......................0.00			X		379,567	0	83,190
(19) KEN KOMORNY........................................................................ VP CHIEF PHARMACY OFFICER	55.00 .......................0.00		X			363,354	0	84,661
(20) CHRISTINE ALVERO........................................................................ VP HOSPITAL OPS (MMH)	55.00 .......................0.00		X			295,379	0	80,784
(21) MARILYN COSTACHE........................................................................ CHIEF RISK OFFICER	55.00 .......................0.00		X			267,591	0	57,101
(22) MELISSA SMITH........................................................................ VP FINANCE AS OF 8/2024	24.00 .......................31.00		X			0	243,695	52,705
(23) YVETTE M LYONS TREMONTI........................................................................ FRM EVP-CFAO & ASST TREAS TO 5/2024	0.00 .......................0.00				X	0	530,115	65,937
(24) ROBERT KEENAN........................................................................ FRM VP-CHF MED OFFICER TO 1/2024	0.00 .......................0.00				X	53,776	189,689	47,824
(25) HENRY REYES........................................................................ FRM VP-PARTNER DEV TO 4/2024	0.00 .......................0.00				X	0	105,667	25,185
(26) MICHAEL BICE........................................................................ DIRECTOR, CHAIR AS OF 1/2025	2.00 .......................1.00	X	X			0	0	0
(27) BETH A HOUGHTON........................................................................ DIRECTOR, PAST CHAIR AS OF 1/2025	1.00 .......................2.00	X	X			0	0	0
(28) THE HON MARK A PIZZO ESQ........................................................................ DIRECTOR, VICE CHAIR	2.00 .......................1.00	X	X			0	0	0
(29) JOSEPH CABALLERO........................................................................ DIRECTOR, SEC/TREAS	2.00 .......................2.00	X	X			0	0	0
(30) ROLAND DANIELS........................................................................ DIRECTOR	1.00 .......................0.00	X				0	0	0
(31) SUSAN DAVIS........................................................................ DIRECTOR	1.00 .......................0.00	X				0	0	0
(32) VALERIE GODDARD........................................................................ DIRECTOR	1.00 .......................1.00	X				0	0	0
(33) ROBERT HORTON........................................................................ DIRECTOR	1.00 .......................0.00	X				0	0	0
(34) THE HON JACQUELINE LEWIS........................................................................ DIRECTOR	1.00 .......................0.00	X				0	0	0
(35) JENNIFER MOFFITT........................................................................ DIRECTOR	1.00 .......................0.00	X				0	0	0
(36) KEVIN PLUMMER........................................................................ DIRECTOR	1.00 .......................0.00	X				0	0	0
(37) NICOLAS PORTER........................................................................ DIRECTOR	1.00 .......................0.00	X				0	0	0
(38) MARY ANNE REILLY........................................................................ DIRECTOR	1.00 .......................0.00	X				0	0	0
(39) LANSING SCRIVEN........................................................................ DIRECTOR	1.00 .......................0.00	X				0	0	0
(40) RENEE THOMPSON........................................................................ DIRECTOR	1.00 .......................0.00	X				0	0	0
(41) HAL WALKER........................................................................ DIRECTOR	1.00 .......................0.00	X				0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation
NATIONAL MARROW DONOR PROGRAM 3001 BROADWAY ST NE 500 MINNEAPOLIS,MN55413	DONOR SEARCH SERVICES	13,978,445
UNIVERSITY DIAGNOSTIC INST 3301 ALUMNI DR TAMPA,FL33612	MRI SERVICES	5,686,214
SODEXO INC & AFFILIATES 915 MEETING ST NORTH BETHESDA,MD20852	FOOD SERVICES	3,185,262
ASSOC REGIONAL & UNIV PATH 500 CHIPETA WAY SALT LAKE CITY,UT84108	LABORATORY SERVICES	2,821,461
BARR & BARR INC 460 W 34TH ST FL 10 NEW YORK,NY10001	PROFESSIONAL SERVICES	1,942,662
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 50

- TIN:

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

H LEE MOFFITT CANCER CENTER AND
RESEARCH INSTITUTE HOSPITAL INC

Employer identification number

59-3238634

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.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

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)		(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)		(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

Gross receipts from related activities, etc. (see instructions) ..................

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

Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

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

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

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

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

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)		(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)		(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.)..

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

Public support percentage for 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

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

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

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

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

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

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.

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.

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.

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.

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.

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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

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.

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) .

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).

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.

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.

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.

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

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

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

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

A family member of a person described on 11a above?

11b

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

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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

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?

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).

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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

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.

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.

Parent of Supported Organizations. Answer lines 3a and 3b below.

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.

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.

Schedule A (Form 990) 2024

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

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:
Software Version:

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

H LEE MOFFITT CANCER CENTER AND
RESEARCH INSTITUTE HOSPITAL INC

Employer identification number

59-3238634

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL INC

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL INC		Employer identification number 59-3238634

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL INC			Employer identification number 59-3238634
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

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 arrow

Go 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

H LEE MOFFITT CANCER CENTER AND
RESEARCH INSTITUTE HOSPITAL INC

Employer identification number

59-3238634

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

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

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

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

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

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

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 arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(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? ...................................................................................................................	Yes No

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

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

(b)

Amount

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:

Volunteers? ...........................................................................................................

Yes

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Yes

Media advertisements? ...................................................................................................

Yes

11,741

Mailings to members, legislators, or the public? .............................................................................

Yes

14,495

Publications, or published or broadcast statements? ...........................................................

Yes

15,949

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Yes

530,401

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Yes

39,203

Other activities? ...................................................................................................................

Yes

42,462

Total. Add lines 1c through 1i ....................................................................................................

654,251

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

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

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

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."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

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? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

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
PART II-B, LINE 1, LOBBYING ACTIVITIES:	THE H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. AND ITS FIVE NON-PROFIT SUBSIDIARY CORPORATIONS ("CORPORATION") WERE CREATED TO GOVERN AND OPERATE THE H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE ("INSTITUTE") PURSUANT TO SECTION 1004.43, FLORIDA STATUTES. AMONG OTHER THINGS, SECTION 1004.43 FLORIDA STATUTES PROVIDES: (1) THAT THE CORPORATION SHALL ENTER INTO AN AGREEMENT WITH THE STATE BOARD OF EDUCATION FOR THE UTILIZATION OF FACILITIES ON THE CAMPUS OF THE UNIVERSITY OF SOUTH FLORIDA; (2) THAT THE CORPORATION SUBMIT ANNUAL POST AUDITS OF ITS FINANCIAL ACCOUNTS TO THE AUDITOR GENERAL OF THE STATE OF FLORIDA AND THE BOARD OF GOVERNORS FOR THEIR REVIEW; AND (3) THAT THE CORPORATION'S CEO REPORT TO THE BOARD OF GOVERNORS OR ITS DESIGNEE AND PROVIDE COPIES OF THE INSTITUTE'S ANNUAL REPORT TO THE GOVERNOR OF THE STATE OF FLORIDA, THE CABINET, THE PRESIDENT OF THE SENATE, THE SPEAKER OF THE HOUSE AND THE CHAIR OF THE BOARD OF GOVERNORS. ALTHOUGH THE CORPORATION IS A PRIVATE ENTITY, IT IS NONETHELESS SUBJECT TO THE STATE OF FLORIDA'S PUBLIC RECORDS AND THE PUBLIC MEETINGS LAWS. THE CORPORATION ALSO RELIES ON ANNUAL APPROPRIATIONS BY THE LEGISLATURE OF THE STATE OF FLORIDA AND GRANTS FROM VARIOUS LOCAL, STATE AND FEDERAL AGENCIES FOR OPERATION AND MAINTENANCE OF ITS FACILITIES AND FOR SPECIFIC RESEARCH AND CLINICAL PROGRAMS. FOR THESE REASONS, THE CORPORATION FROM TIME TO TIME ENGAGES LOBBYISTS AND OTHER CONSULTANTS: (1) TO ASSIST IT IN COMPLYING WITH ITS REPORTING REQUIREMENTS TO THE STATE OF FLORIDA UNDER SECTION 1004.43, FLORIDA STATUTES; (2) TO MONITOR LEGISLATIVE AND EXECUTIVE BRANCH ACTION AT LOCAL, STATE AND FEDERAL LEVELS OF GOVERNMENT WHICH IMPACT ITS OPERATION AND THE FULFILLMENT OF ITS MISSION; AND (3) TO INFLUENCE LEGISLATION IN FURTHERANCE OF ITS MISSION IN THE AREAS OF CANCER RESEARCH AND TREATMENT, THE TEACHING AND TRAINING OF HEALTH CARE PROFESSIONALS AND COMMUNITY EDUCATION AND OUTREACH ACTIVITIES. THE CORPORATION DOES NOT ENGAGE IN ANY ACTIVITIES TO SUPPORT OR OPPOSE ANY CANDIDATE FOR PUBLIC OFFICE.
PART II-B, LINE 1-I, OTHER ACTIVITIES:	THE OTHER ACTIVITIES AMOUNT LISTED ON LINE 1-I IS COMPRISED OF EXPENSES RELATED TO ORCHESTRATING CONTACT BETWEEN GRASSROOTS SUPPORTERS (WHO ARE VOLUNTEERS) AND ELECTED OFFICIALS TO PROMOTE THE INSTITUTION'S LEGISLATIVE OBJECTIVES.

Return Reference

Explanation

PART II-B, LINE 1, LOBBYING ACTIVITIES:

THE H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. AND ITS FIVE NON-PROFIT SUBSIDIARY CORPORATIONS ("CORPORATION") WERE CREATED TO GOVERN AND OPERATE THE H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE ("INSTITUTE") PURSUANT TO SECTION 1004.43, FLORIDA STATUTES. AMONG OTHER THINGS, SECTION 1004.43 FLORIDA STATUTES PROVIDES: (1) THAT THE CORPORATION SHALL ENTER INTO AN AGREEMENT WITH THE STATE BOARD OF EDUCATION FOR THE UTILIZATION OF FACILITIES ON THE CAMPUS OF THE UNIVERSITY OF SOUTH FLORIDA; (2) THAT THE CORPORATION SUBMIT ANNUAL POST AUDITS OF ITS FINANCIAL ACCOUNTS TO THE AUDITOR GENERAL OF THE STATE OF FLORIDA AND THE BOARD OF GOVERNORS FOR THEIR REVIEW; AND (3) THAT THE CORPORATION'S CEO REPORT TO THE BOARD OF GOVERNORS OR ITS DESIGNEE AND PROVIDE COPIES OF THE INSTITUTE'S ANNUAL REPORT TO THE GOVERNOR OF THE STATE OF FLORIDA, THE CABINET, THE PRESIDENT OF THE SENATE, THE SPEAKER OF THE HOUSE AND THE CHAIR OF THE BOARD OF GOVERNORS. ALTHOUGH THE CORPORATION IS A PRIVATE ENTITY, IT IS NONETHELESS SUBJECT TO THE STATE OF FLORIDA'S PUBLIC RECORDS AND THE PUBLIC MEETINGS LAWS. THE CORPORATION ALSO RELIES ON ANNUAL APPROPRIATIONS BY THE LEGISLATURE OF THE STATE OF FLORIDA AND GRANTS FROM VARIOUS LOCAL, STATE AND FEDERAL AGENCIES FOR OPERATION AND MAINTENANCE OF ITS FACILITIES AND FOR SPECIFIC RESEARCH AND CLINICAL PROGRAMS. FOR THESE REASONS, THE CORPORATION FROM TIME TO TIME ENGAGES LOBBYISTS AND OTHER CONSULTANTS: (1) TO ASSIST IT IN COMPLYING WITH ITS REPORTING REQUIREMENTS TO THE STATE OF FLORIDA UNDER SECTION 1004.43, FLORIDA STATUTES; (2) TO MONITOR LEGISLATIVE AND EXECUTIVE BRANCH ACTION AT LOCAL, STATE AND FEDERAL LEVELS OF GOVERNMENT WHICH IMPACT ITS OPERATION AND THE FULFILLMENT OF ITS MISSION; AND (3) TO INFLUENCE LEGISLATION IN FURTHERANCE OF ITS MISSION IN THE AREAS OF CANCER RESEARCH AND TREATMENT, THE TEACHING AND TRAINING OF HEALTH CARE PROFESSIONALS AND COMMUNITY EDUCATION AND OUTREACH ACTIVITIES. THE CORPORATION DOES NOT ENGAGE IN ANY ACTIVITIES TO SUPPORT OR OPPOSE ANY CANDIDATE FOR PUBLIC OFFICE.

PART II-B, LINE 1-I, OTHER ACTIVITIES:

THE OTHER ACTIVITIES AMOUNT LISTED ON LINE 1-I IS COMPRISED OF EXPENSES RELATED TO ORCHESTRATING CONTACT BETWEEN GRASSROOTS SUPPORTERS (WHO ARE VOLUNTEERS) AND ELECTED OFFICIALS TO PROMOTE THE INSTITUTION'S LEGISLATIVE OBJECTIVES.

Schedule C (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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

H LEE MOFFITT CANCER CENTER AND
RESEARCH INSTITUTE HOSPITAL INC

Employer identification number

59-3238634

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 ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

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)? .............................

Yes No

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.

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.

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

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:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

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)

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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 ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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 .....
b	Buildings ....
c	Leasehold improvements	344,649	283,228	61,421
d	Equipment ....	276,281,605	229,231,436	47,050,169
e	Other .....	4,124,404		4,124,404
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				51,235,994

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.)

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.)

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)RECEIVABLE-OTHER				2,948,898
(2)RIGHT OF USE ASSET-OPERATING LEASES				3,353,041
(3)INTEREST IN NET ASSETS OF FOUNDATION				22,996,420
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				29,298,359

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
HCCB ASSESSMENT	39,387,350
OPERATING LEASE LIABILITY	1,103,291







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	40,490,641
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)

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
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
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
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

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
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
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
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

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

PART X, LINE 2:

H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL, INC. DID NOT HAVE ANY UNCERTAIN POSITIONS IN ITS AUDITED FINANCIAL STATEMENTS. THE ASC-740 FOOTNOTE READS AS FOLLOWS: SIGNIFICANT JUDGMENT IS REQUIRED TO EVALUATE UNCERTAIN TAX POSITIONS. THE CANCER CENTER EVALUATES ITS UNCERTAIN TAX POSITIONS ON A REGULAR BASIS. ITS EVALUATIONS ARE BASED ON A NUMBER OF FACTORS, INCLUDING CHANGES IN FACTS AND CIRCUMSTANCES, CHANGES IN TAX LAW, AND CORRESPONDENCE WITH TAX AUTHORITIES. THE CANCER CENTER ACCOUNTS FOR UNCERTAIN TAX POSITIONS BY RECOGNIZING A TAX BENEFIT OR LIABILITY AT THE LARGEST AMOUNT THAT, IN ITS JUDGMENT, IS MORE THAN 50% LIKELY TO BE REALIZED OR PAID BASED UPON TECHNICAL MERITS OF THE POSITION. THE CANCER CENTER CURRENTLY HAS NO TAX BENEFITS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. 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
H LEE MOFFITT CANCER CENTER AND
RESEARCH INSTITUTE HOSPITAL INC

Employer identification number

59-3238634

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(e) If activity listed in (d) is a program service, describe specific type of service(s) in the region	(f) Total expenditures for and investments in the region
	SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,	0	1	MAINTAINING OFFICES, EMPLOYEES, OR AGENTS		1,882,654
	NORTH AMERICA	0	0	PROGRAM SERVICES	SEMINARS	16,102
	EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM	0	0	PROGRAM SERVICES	SEMINARS	12,789
	EAST ASIA AND THE PACIFIC	0	0	PROGRAM SERVICES	SEMINARS	2,200
	SOUTH AMERICA	0	0	PROGRAM SERVICES	SEMINARS	605
	SUB-SAHARAN AFRICA	0	0	PROGRAM SERVICES	TRAINING AND RESEARCH	2,332
	CENTRAL AMERICA AND THE CARIBBEAN	0	0	PROGRAM SERVICES	SEMINARS	6,371
	SOUTH ASIA	0	0	PROGRAM SERVICES	TRAINING AND RESEARCH	9,211









3a	Sub-total ....	0	1			1,932,264
b	Total from continuation sheets to Part I ...	0	0			0
c	Totals (add lines 3a and 3b)	0	1			1,932,264

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) (Rev. 1-2025)

Schedule F (Form 990) (Rev. 1-2025)

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name of organization		(b) IRS code section and EIN (if applicable)	(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance	(h) Description of noncash assistance	(i) Method of valuation (book, FMV, appraisal, other)

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) (Rev. 1-2025)

Schedule F (Form 990) (Rev. 1-2025)Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) (Rev. 1-2025)

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) (Rev. 1-2025)

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation
PART I, LINE 3:	ACCRUAL METHOD OF ACCOUNTING WAS USED TO ACCOUNT FOR EXPENDITURES ON SCHEDULE F CONSISTENT WITH THE AUDITED FINANCIAL STATEMENTS.

Schedule F (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

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

H LEE MOFFITT CANCER CENTER AND
RESEARCH INSTITUTE HOSPITAL INC

Employer identification number

59-3238634

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

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.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

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.

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:

Yes

100% 150% 200% Other %

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: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other %

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.

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"? . . . . . . . . . . . . .

Yes

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

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

Yes

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? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(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) . . .	31,974,752		31,974,752	1.480 %
b	Medicaid (from Worksheet 3, column a) . . . . .	41,409,132	29,241,660	12,167,472	0.560 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	73,383,884	29,241,660	44,142,224	2.040 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	2,185,219		2,185,219	0.100 %
f	Health professions education (from Worksheet 5) . . .	18,083,822	5,323,023	12,760,799	0.590 %
g	Subsidized health services (from Worksheet 6) . . . .	259,182		259,182	0.010 %
h	Research (from Worksheet 7) .
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	27,642		27,642	0 %
j	Total. Other Benefits . .	20,555,865	5,323,023	15,232,842	0.700 %
k	Total. Add lines 7d and 7j .	93,939,749	34,564,683	59,375,066	2.740 %

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
2	Economic development
3	Community support	1		4,034		4,034	0 %
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development	1		59,280		59,280	0 %
9	Other
10	Total	2		63,314		63,314	0 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

6,115,297

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. ......

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

Enter total revenue received from Medicare (including DSH and IME).....

501,938,776

Enter Medicare allowable costs of care relating to payments on line 5.....

577,109,344

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-75,170,568

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:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

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 .........................

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

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?2Name, 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)			Facility reporting group
1	MOFFITT CANCER CTR & RSRCH INST HOSPITAL 12902 MAGNOLIA DRIVE TAMPA,FL33612 WWW.MOFFITT.ORG 4334, CERTIFICATE 8919	X	A
2	MOFFITT MCKINLEY HOSPITAL 10901 MCKINLEY DRIVE TAMPA,FL33612 WWW.MOFFITT.ORG 4334, CERTIFICATE 9420	X	A

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)

	H LEE MOFFITT CANCER CENTER & RESEARCH
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):

Yes

Community Health Needs Assessment

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?........................

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...............

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......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 24

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 .................

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..................................

Yes

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. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): SEE PART V, SECTION B, LINE 10A

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

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. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 25

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): WWW.MOFFITT.ORG/PUBLICATIONS/COMMUNITY-BENEFIT

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

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

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

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

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	H LEE MOFFITT CANCER CENTER & RESEARCH
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.000000000000%
and FPG family income limit for eligibility for discounted care of 400.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

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):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

PART V, SECTION B, LINE 16C

The FAP application form was widely available on a website (list url):

PART V, SECTION B, LINE 16C

A plain language summary of the FAP was widely available on a website (list url):
PART V, SECTION C

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 6

Part VFacility Information (continued)

Billing and Collections

	H LEE MOFFITT CANCER CENTER & RESEARCH
Name of hospital facility or letter of facility reporting group

Yes

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?..................................

Yes

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:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

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?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

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):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

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?..................

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	H LEE MOFFITT CANCER CENTER & RESEARCH
Name of hospital facility or letter of facility reporting group

Yes

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.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

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? ...............................

If "Yes," explain in Section C.

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? ...........................

If "Yes," explain in Section C.

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
PART V, SECTION A:	MOFFITT MCKINLEY HOSPITAL (FACILITY 2) OPENED IN JULY 2023 IN ANTICIPATION OF A SIGNIFICANT INCREASE IN PATIENT VOLUMES AND CANCER SURGERIES TO SUPPLEMENT THE ORIGINAL HOSPITAL (FACILITY 1). THE TWO HOSPITAL FACILITIES EXIST WITHIN THE SAME COMMUNITY AND ARE OPERATED IN TANDEM. FOR THIS REASON, ALL SECTION B AND C RESPONSES APPLY TO BOTH FACILITIES.
PART V, SECTION B	FACILITY REPORTING GROUP A
FACILITY REPORTING GROUP A CONSISTS OF:	- FACILITY 1: MOFFITT CANCER CTR & RSRCH INST HOSPITAL, - FACILITY 2: MOFFITT MCKINLEY HOSPITAL
H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 5:	THE INFORMATION MOFFITT COLLECTED WAS OBTAINED FROM TWO DIFFERENT SOURCES: 1) PUBLICALLY-AVAILABLE DATA RELEVANT TO THE HEALTH NEEDS OF THE COMMUNITY PUBLISHED BY FEDERAL, REGIONAL, STATE, AND LOCAL HEALTH DEPARTMENTS OR AGENCIES. 2) INTERVIEWS WITH PERSONS LOCATED WITHIN MOFFITT'S COMMUNITY BASED ON THE SOCIAL DETERMINANTS OF HEALTH (NEIGHBORHOOD/BUILT ENVIRONMENT, HEALTHCARE, SOCIAL COMMUNITY, EDUCATION, ECONOMIC STABLITY) WHICH INCLUDED: DEPARTMENT OF HEALTH, HEALTH COMMUNITY ADVOCATES, OTHER NONPROFIT ORGANIZATIONS, LOCAL GOVERNEMENT OFFICALS, COMMUNITY BASED ORGANIZATIONS, HEALTHCARE PROVIDERS FOCUSING ON MEDICALLY UNDERSERVED POPULATIONS, MINORITY GROUPS, AND THOSE WITH CHRONIC DISEASE NEEDS. WE WOULD LIKE TO ACKNOWLEDGE EACH OF THE FOLLOWING ORGANIZATIONS AND MOFFITT DEPARTMENTS WHO PARTICIPATED IN AN INTERVIEW FOR THIS ASSESSMENT. THEY CONTRIBUTED IMMEASURABLE VALUE IN THE FORMATION OF THIS CHNA REPORT, PROVIDING PROFESSIONAL KNOWLEDGE, EXPERT INFORMATION, AND INFORMED PUBLIC POLICY DIRECTION. WE THANK ALL PARTICIPANTS WHO COMPLETED THE INTERVIEW, FOR THEIR GENEROUS TIME AND CONTRIBUTIONS TO THE CHNA ASSESSMENT. COMMUNITY STAKEHOLDER ORGANIZATIONS:FLORIDA DEPARTMENT OF HEALTH (BREVARD, DESOTO, HARDEE, HERNANDO, HILLSBOROUGH, LEE, MANATEE, MARION, ORANGE, PASCO, PINELLAS, POLK, SARASOTA, SEMINOLE), DESOTO MEMORIAL HOSPITAL, FLORIDA COMMUNITY HEALTH CENTERS, HENDRY REGIONAL HOSPITAL, LAKELAND VOLUNTEERS IN MEDICINE, LEE HEALTH, MARION COUTNY HOSPITAL, ORLANDO HEALTH, OSCEOLA HEALTH CARE, PRIMARY CARE ACCESS NETWORK, RCMA, ROBERT BOISSONEAULT ONCOLOGY INSTITUTE, SONI FAMILY PRACTICE, AGING MATTERS BREVARD, CATHOLIC CHARITIES, CITRUS COUNTY BLESSINGS, CIVCOM, DESOTO COUNTY BOCC, HEART OF FLORIDA UNITED WAY, HISPANIC FEDERATION IN ORANGE COUNTY, HISPANIC OUTREACH CENTER, SENIORS CONNECTIONS, SOUTHEAST REGION AMERICAN LUNG, WATERMAN VILLAGE, WOMAN'S RESOURCE CENTER, YMCA OF THE SUNCOAST, YOUR PROSTATE CANCER, EASTERN FLORIDA STATE COLLEGE, GULFCOAST SOUTH AHEC, OSCEOLA LIBRARY SYSTEM, REGIONAL BOARD OF HENDRY COUNTY, SEMINOLE STATE COLLEGE. SOUTH FLORIDA STATE COLLEGE, ALL FAITHS FOOD BANK (DESOTO, SARASOTA), COLLIER COUNTY HOMELESS AND HUNGER COALITION, COLLIER SENIOR CENTER, ECHO, GUADALUPE CENTER, HARDEE HELP CENTER, HOME AND COMMUNITY BASED SERVICES, MID FLORIDA HOMELESS COALITION, OSCEOLA COUNCIL ON AGING: FOOD PANTRY, SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA, SENIOR FRIENDSHIP CENTERS, TURNING POINTS IN MANATEE, CITRUS CONNECTIONS, CITRUS COUNTY PARKS & REC, GLADES COUNTY SHERIFF, GLADES COUNTY SUPERVISOR OF ELECTIONS.CANCER CENTER DEPARTMENTS & PROGRAMS:OFFICE OF COMMUNITY OUTREACH & ENGAGEMENT (COE), DEPARTMENT OF HEALTH OUTCOMES & BEHAVIOR (HOB), DEPARTMENT OF NON-THERAPEUTIC RESEARCH OFFICE (NTRO), DEPARTMENT OF PARTICIPANT RESEARCH INTERVENTIONS AND MEASUREMENT CORE (PRISM).
H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 6A:	MOFFITT COLLABORATED WITH THE FLORIDA DEPARTMENT OF HEALTH (HILLSBOROUGH) IN ITS HEALTHY HILLSBORUGH COMMITTEE. HEALTHY HILLSBOROUGH IS A COMMITTEE OF LOCAL HOSPITALS, THE COUNTY HEALTH DEPARTMENT, FEDERALLY QUALIFIED HEALTH CENTERS, AND OTHER NOT-FOR-PROFIT ORGANIZATIONS. THE PURPOSE OF HEALTHY HILLSBOROUGH IS TO COMPLETE A COMPREHENSIVE CHNA AND TO IDENTIFY OPPORTUNITIES FOR COLLABORATION TO COLLECTIVELY IMPACT AND IMPROVE THE HEALTH OF HILLSBOROUGH COUNTY. MOFFITT ALSO COLLABORATED WITH THE PINELLAS CHAT. THE PURPOSE OF PINELLAS CHAT IS TO COMPLETE A COMPREHENSIVE CHNA AND TO DETERMINE THE COMMUNITY HEALTH IMPROVEMENT PLAN THAT WILL HELP IMPACT AND IMPROVE THE HEALTH OF PINELLAS COUNTY. THIS COMMITTEE IS COMPRISED OF LOCAL HOSPITALS, THE COUNTY HEALTH DEPARTMENT, FEDERALLY-QUALIFIED HEALTH CENTERS, AND OTHER NON-PROFIT ORGANIZATIONS. THE FOUR COUNTY (HILLSBOROUGH, PASCO, PINELLAS, POLK) COLLABORATIVE KNOWN AS ALL4HEALTHFL COMPLETED A GENERAL COMMUNITY CHNA AND CHILD-FOUCUSED CHNA IN 2025. THE ALL4HEALTHFL INCLUDES NON-PROFIT ORGANIZATIONS (THE COUNTIES DEPARTMENTS OF HEALTH, LOCAL HOSPITALS, COMMUNITY ORGANIZATIONS, AND FEDERALLY QUALIFIED HEALTH CENTERS). MOFFITT CANCER CENTER HAS COMPLETED ITS OWN CHNA AND IMPLEMENTATION PLAN SEPARATE FROM THE ALL4HEALTHFL COLLABORATIVE, BUT MOFFITT'S COMMUNITY BENEFIT SPECIALIST ASSISTED WITH ALL STAGES OF THE ALL4HEALTHFL CHNA AND IMPLEMENTATION PLAN.
H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 6B:	MOFFITT CONDUCTED ITS COMMUNITY HEALTH NEEDS ASSESSMENT IN COLLABORATION WITH MULTIPLE NON-HOSPITAL COMMUNITY ORGANIZATIONS, INCLUDING THE UNIVERSITY OF SOUTH FLORIDA, HILLSBOROUGH COMMUNITY COLLEGE, FRONT PORCH COMMUNITY, AND HUDSON COMMUNITY HEALTH & RESOURCE CENTER. THESE ORGANIZATIONS ASSISTED WITH THE DEVELOPMENT OF THE KEY INFORMANT INTERVIEW SURVEY AND PROVIDED COMMUNITY INPUT THAT HELPED INFORM THE IDENTIFICATION AND PRIORITIZATION OF COMMUNITY HEALTH NEEDS.
H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 11:	BASED ON THE RESULTS OF THE 2025 COMMUNITY HEALTH NEEDS ASSESSMENT, AFTER CAREFUL CONSIDERATION OF THE DATA OBTAINED, THE FOLLOWING LIST OF SIGNIFICANT HEALTH NEED TOPICS WAS ESTABLISHED: -CANCER PREVENTION-CAREGIVER NEEDS, SUPPORT GROUPS -CLINICAL TRIALS -COMMUNITY NAVIGATION -ENVIRONMENTAL EXPOSURE TO TOXINS -HEALTH INSURANCE, COST OF HEALTHCARE-LANGUAGE BARRIER-LOW PHYSICAL ACTIVITY -MEDICAL MISTRUST, CULTURAL DIFFERENCES -MENTAL HEALTH SERVICES-POOR NUTRITION -SPECIAL NEEDS FOR RURAL POPULATIONS -SUN EXPOSURE -TECH-LITERACY AND ACCESS TO INTERNET -TOBACCO, VAPING ON APRIL 24, 2025 AND MAY 5, 2025, 30-MINUTE VIRTUAL MEETINGS WERE HELD WITH MOFFITT STAFF AND A VARIETY OF INTERNAL AND EXTERNAL STAKEHOLDERS WITHIN THE PATIENT AND FAMILY ADVISORY COUNCIL (PFAC) AND THE TAMPA BAY COMMUNITY CANCER NETWORK (TBCCN) IN ORDER TO REFINE THIS LIST OF SIGNIFICANT HEALTH NEEDS AND TO REAFFIRM PREVIOUS CHNA PRIORITY AREAS. IN THE TBCCN PRIORITIZATION SESSION, WE REVIEWED THE PREVIOUSLY IDENTIFIED HEALTH NEEDS WITH PARTICIPANTS AND USED POLLING QUESTIONS TO ASSESS WHETHER THESE NEEDS REMAINED TOP PRIORITIES. SURVIVORSHIP, WHICH EMERGED AS A KEY THEME DURING STAKEHOLDER INTERVIEWS, WAS ALSO DISCUSSED AND RATED BY PARTICIPANTS FOR ITS IMPORTANCE. IN ADDITION, WE INTRODUCED NEW SUBTOPICS WITHIN EACH HEALTH PRIORITY AREA AND CONDUCTED POLLS TO GAUGE THE IMPORTANCE OF EACH SUBTOPIC. IN THE PATIENT AND FAMILY ADVISORY COUNCIL PRIORITIZATION SESSION, WE FOCUSED THE DISCUSSION ON THE NEW PRIORITY AREA, SURVIVORSHIP, WHICH HAD BEEN IDENTIFIED AS A KEY THEME DURING STAKEHOLDER INTERVIEWS. GIVEN PFAC'S UNIQUE PERSPECTIVE AS A GROUP OF PATIENT AND FAMILY MEMBERS, WE SOUGHT THEIR FEEDBACK ON THIS TOPIC. PFAC PARTICIPANTS VOTED TO INCLUDE SURVIVORSHIP AS A HEALTH PRIORITY AND PROVIDED INPUT ON THE RELEVANT SUBTOPICS ASSOCIATED WITH IT. MOFFITT LEADERSHIP AND KEY INTERNAL STAKEHOLDERS REVIEWED THE DATA WITH CONSIDERATION OF THE EXISTING PROGRAMMING, CAPACITY, AND RESOURCES, LEVERAGING OPPORTUNITIES FOR COMBINING MULTIPLE NEEDS INTO ONE PRIORITY AREA. THE FOLLOWING FOUR AREAS WERE SELECTED AS THE TOP PRIORITIZED HEALTH NEEDS FOR THE COMMUNITY: -PREVENTION, EDUCATION, AND OUTREACH-ACCESS TO SCREENING AND EARLY DETECTION -HEALTH FOR ALL -SURVIVORSHIP MOFFITT IS NOT ABLE TO ADDRESS ALL OF THE HEALTH NEEDS IDENTIFIED, ALTHOUGH MANY WERE ABLE TO BE COMBINED WITH OTHER NEEDS. THE REMAINING IDENTIFIED NEEDS FROM THE ORIGINAL LIST WILL NOT BE FOCUSED ON IN THE 2026-2028 IMPLEMENTATION PLAN DUE TO FACTORS AFFECTING CAPACITY, RESOURCES, AND THE PRIORITIZATION OF NEEDS WITH HIGHER URGENCY.
H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 13B:	PATIENTS WHO ARE MEDICALLY NEEDY MAY STILL APPLY FOR FINANCIAL ASSISTANCE, BUT WILL PRESUMPTIVELY QUALIFY FOR FINANCIAL ASSISTANCE IF THEY CANNOT MEET THEIR SHARE OF COST AS DETERMINED BY THE FLORIDA DEPARTMENT OF CHILDREN AND FAMILIES. THE LEVEL OF ASSISTANCE WILL BE DETERMINED BY WHICH INCOME LEVEL THE PATIENT'S SHARE OF COST FALLS ON THE FEDERAL POVERTY GUIDELINES. IN ADDITION, PATIENTS WHO QUALIFY UNDER THE POLICY AS MEDICALLY INDIGENT ARE ENTITLED TO 100% ADJUSTMENT UNDER THE POLICY.
H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 13H:	CRITERIA USED TO DETERMINE ELIGIBILITY NOT ONLY INCLUDES INCOME LEVEL, ASSET LEVEL, INSURANCE OR UNDERINSURANCE STATUS AND RESIDENCY, BUT MAY ALSO INCLUDE INFORMATION RELATED TO EMPLOYMENT STATUS, NUMBER OF DEPENDENTS IN HOUSEHOLD AND FINANCIAL SUPPORT BY ANY OTHER PERSON OR PROGRAM.
H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 15E:	METHOD BY WHICH PATIENTS MAY APPLY FOR FINANCIAL ASSISTANCE:A. PATIENTS THAT REQUEST FINANCIAL ASSISTANCE OR WHO HAVE BEEN IDENTIFIED AS POTENTIALLY ELIGIBLE FOR FINANCIAL ASSISTANCE WILL BE REFERRED TO THE CENTER'S FINANCIAL COUNSELORS.B. PATIENTS MAY CONTACT THE MOFFITT CANCER CENTER BUSINESS OFFICE AT 12902 MAGNOLIA DRIVE, MCB-BO, TAMPA, FLORIDA 33612, OR CALL 1-800-456-3434 EXT. 8422 OR THE DIRECT NUMBER AT 813-745-8422 FOR INFORMATION AND ASSISTANCE REGARDING THE FINANCIAL ASSISTANCE APPLICATION.C. PATIENTS WILL BE INFORMED OF THE PROCESS AND PROCEDURES INVOLVED FOR A FINANCIAL ASSISTANCE APPLICATION EITHER BEFORE RECEIVING SERVICES OR DURING THE BILLING AND COLLECTION PROCESS.D. THE PATIENT AND/OR THE PATIENT'S FAMILY WILL BE ADVISED OF ALL DOCUMENTATION REQUIRED TO MAKE A DETERMINATION AS TO ELIGIBILITY FOR FINANCIAL ASSISTANCE.E. A FINANCIAL COUNSELOR WILL INTERVIEW THE PATIENT OR THE PATIENT'S RELATIVES WHO ARE LEGALLY RESPONSIBLE FOR THE PATIENT'S SUPPORT IN COMPLIANCE WITH HIPAA GUIDELINES. DURING THE INTERVIEW, THE FINANCIAL COUNSELOR WILL GATHER INFORMATION ABOUT THE PATIENT'S CIRCUMSTANCES AND ABILITY TO PAY AND, IF REQUESTED, MAY ASSIST THE PATIENT OR PATIENT'S FAMILY IN COMPLETING THE FINANCIAL ASSISTANCE APPLICATION.F. A PATIENT AND/OR A PATIENT'S FAMILY MAY ALSO MEET WITH THE CENTER'S PHARMACY REPRESENTATIVE TO APPLY FOR AVAILABLE ASSISTANCE PROGRAMS FOR PHARMACEUTICAL CARE.G. A REQUEST FOR FINANCIAL ASSISTANCE AND A DETERMINATION OF ELIGIBILITY FOR FINANCIAL ASSISTANCE SHOULD OCCUR PRIOR TO RENDERING NON-EMERGENT MEDICALLY NECESSARY SERVICES. HOWEVER, THE DETERMINATION MAY BE DONE AT ANY POINT IN THE COLLECTION PROCESS.H. IF THE MARITAL STATUS OF A MINOR CANNOT BE DETERMINED, OR WHERE THERE IS NOT SUFFICIENT DOCUMENTATION TO CONFIRM A MINOR'S EMANCIPATION, ELIGIBILITY OF FINANCIAL ASSISTANCE WILL BE BASED ON THE INCOME AND ASSETS OF THE PARENT/PARENTS OR LEGAL GUARDIAN OF THE MINOR. DOCUMENTATION PROVIDED FOR THE FINANCIAL ASSISTANCE APPLICATION MUST BE CONSISTENT WITH ALL OTHER DOCUMENTATION PRESENTED FOR REVIEW.I. THERE ARE INSTANCES WHEN A PATIENT MAY APPEAR ELIGIBLE FOR FINANCIAL ASSISTANCE, BUT THERE IS NO FINANCIAL ASSISTANCE FORM ON FILE. OFTEN THERE IS ADEQUATE INFORMATION PROVIDED BY THE PATIENT, THROUGH CONTRACTUAL AGREEMENTS WITH OTHER PROVIDERS, OR THROUGH OTHER SOURCES, WHICH COULD PROVIDE SUFFICIENT EVIDENCE TO PROVIDE THE PATIENT WITH FINANCIAL ASSISTANCE. IN THE EVENT THERE IS NO FORMAL WRITTEN APPLICATION TO SUPPORT A PATIENT'S ELIGIBILITY FOR FINANCIAL ASSISTANCE, OR THE PATIENT DOES NOT HAVE A FINANCIAL ASSISTANCE FORM ON RECORD, THE CENTER MAY USE EXTERNALLY AVAILABLE INFORMATION IN DETERMINING ESTIMATE INCOME AMOUNTS FOR THE BASIS OF DETERMINING FINANCIAL ASSISTANCE ELIGIBILITY. THE CENTER MAY APPLY FOR FINANCIAL ASSISTANCE ON BEHALF OF THE PATIENT. THE SAME ELIGIBILITY CRITERIA SET FORTH IN THE FINANCIAL ASSISTANCE POLICY WILL DETERMINE ELIGIBILITY BASED ON ALL AVAILABLE INFORMATION OBTAINED. TO FACILITATE THE APPLICATION, THE INSTITUTION WILL USE THE INFORMATION RETURNED FROM AN EXTERNAL CREDIT REPORTING AGENCY AS SUPPORT FOR APPROVAL OR DENIAL OF FINANCIAL ASSISTANCE.
H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 16J:	REFERENCE TO THE POLICY IS ADDED TO THE BILLING INVOICE STATING THAT A CANCER CENTER REPRESENTATIVE CAN HELP EVALUATE ELIGIBILITY FOR FINANCIAL ASSISTANCE IF THE PATIENT IS UNABLE TO PAY. HOSPITAL'S BILLING AND COLLECTIONS AREA OF ITS WEBSITE ALSO STATES THAT IF A PATIENT IS UNDERINSURED OR UNABLE TO PAY, A PATIENT ACCOUNT REPRESENTATIVE OR A SOCIAL WORKER WILL HELP IDENTIFY ASSISTANCE PROGRAMS THAT OFFER HELP IN MEETING FINANCIAL OBLIGATIONS. IN ADDITION, NOTIFICATION IS PLACED CONSPICUOUSLY IN PATIENT ACCESS AREAS IN THE HOSPITAL FACILITY.
H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 20E:	HOSPITAL DID NOT INITIATE ANY OF THE ACTIONS DESCRIBED IN SCHEDULE H, PART V, SECTION B, LINE 19. HOWEVER, IF THE HOSPITAL HAD UNDERTAKEN ANY OF THE LISTED ACTIONS, IT WOULD HAVE FIRST NOTIFIED PATIENTS OF ITS FINANCIAL ASSISTANCE POLICY ON ADMISSION, PRIOR TO DISCHARGE, AND IN COMMUNICATIONS WITH THE PATIENTS REGARDING THEIR BILLS. THE HOSPITAL DOCUMENTS ITS DETERMINATION OF WHETHER PATIENTS ARE ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER ITS FINANCIAL ASSISTANCE POLICY. CONTINUOUS EFFORT IS MADE TO QUALIFY PATIENTS FOR FINANCIAL ASSISTANCE, SUCH AS ASSISTING WITH THE APPLICATION PROCESS TO DETERMINE ELIGIBILITY AS WELL AS IDENTIFYING OTHER PROGRAMS THAT MAY PROVIDE ASSISTANCE.
H. LEE MOFFITT CANCER CENTER & RESEARCH PART V, SECTION B, LINE 21D:	AS A SPECIALTY HOSPITAL WHOSE MISSION IS TO CONTRIBUTE TO THE PREVENTION AND CURE OF CANCER, THE HOSPITAL DOES NOT PROVIDE EMERGENCY MEDICAL TREATMENT WITHIN THE MEANING OF SECTION 1867 OF THE SOCIAL SECURITY ACT (42 USC 1395DD). IF, HOWEVER, AN INDIVIDUAL SEEKING SUCH CARE ENTERS THE CANCER CENTER'S FACILITY, THE CANCER CENTER WITHOUT DISCRIMINATION WILL STABILIZE THE PATIENT AND ASSIST THE PATIENT AND/OR THE PATIENT'S FAMILY IN OBTAINING TRANSPORTATION FOR THE PATIENT TO A LOCAL HOSPITAL EQUIPPED FOR EMERGENCY MEDICAL CARE.
PART V, SECTION B, LINE 16C WEBSITE ADDRESS FULL URL:	HTTPS://MOFFITT.ORG/PATIENT-FAMILY/INSURANCE-FINANCIAL-INFORMATION/FINANCIAL-ASSISTANCE/

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?4
Name and address		Type of Facility (describe)
1	1 - MOFFITT CANCER CTR MCKINLEY OUTPATIENT 10920 MCKINLEY DRIVE TAMPA,FL33612	OUTPATIENT
2	2 - MOFFITT CANCER CTR AT WESLEY CHAPEL 2590 HEALING WAY WESLEY CHAPEL,FL33544	OUTPATIENT
3	3 - MOFFITT CANCER CTR AT INT'L PLAZA 4101 JIM WALTER BLVD TAMPA,FL33607	OUTPATIENT
4	4 - MOFFITT SOUTHSHORE 2709 E COLLEGE AVE RUSKIN,FL33570	OUTPATIENT
5
6
7
8
9
10

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
PART I, LINE 3C:	CHARITY ADJUSTMENTS ARE PROVIDED BY THE CANCER CENTER AS FOLLOWS:A. PATIENTS WHO HAVE FAMILY INCOME AND ASSETS AT OR BELOW 200% OF THEFEDERAL POVERTY GUIDELINES FOR THE PATIENT'S FAMILY SIZE SHALL BEENTITLED TO 100% FINANCIAL ASSISTANCE ON QUALIFYING BALANCES.B. PATIENTS WHO HAVE FAMILY INCOME AND ASSETS BETWEEN 201%-400% OF THEFEDERAL POVERTY GUIDELINE FOR THE PATIENT'S FAMILY SIZE SHALL BECLASSIFIED AS "SELF PAY TIER 1" STATUS AND ARE ENTITLED TO FINANCIALASSISTANCE OF 65% ON QUALIFYING BALANCES.C. PATIENTS WHO ARE MEDICALLY NEEDY MAY STILL APPLY FOR FINANCIALASSISTANCE, BUT WILL PRESUMPTIVELY QUALIFY FOR FINANCIAL ASSISTANCE IFTHEY CANNOT MEET THEIR SHARE OF COST AS DETERMINED BY THE FLORIDADEPARTMENT OF CHILDREN AND FAMILIES. THE LEVEL OF ASSISTANCE WILL BEDETERMINED BY WHICH INCOME LEVEL THE PATIENT'S SHARE OF COST FALLS ON THEFEDERAL POVERTY GUIDELINES.
PART I, LINE 7:	THE METHODOLOGY USED TO CALCULATE CHARITY CARE, MEDICAID, AND OTHER MEANS-TESTED EXPENSES IS COST TO CHARGE RATIO, USING PATIENT EXPENSES TO GROSS CHARGES, WHILE THE DIRECT COST METHOD IS USED TO DETERMINE OTHER COMMUNITY BENEFITS/PROGRAMS EXPENSES.
PART I, LN 7 COL(F):	TOTAL EXPENSE FROM FORM 990, PART IX, LINE 25, COLUMN A FOR THE HOSPITAL IS $2,186,992,097. THE TOTAL BAD DEBT EXPENSE INCLUDED IN THIS AMOUNT WAS $27,306,969. AFTER BAD DEBT WAS DEDUCTED FROM THE TOTAL EXPENSES THE AMOUNT OF TOTAL EXPENSES USED TO CALCULATE THE PERCENT IN LINE 7, COLUMN F WAS $2,159,685,128.
PART II, COMMUNITY BUILDING ACTIVITIES:	COMMUNITY BUILDING - ADVOCACY:DURING FY25, MOFFITT CANCER CENTER ADVANCED COMMUNITY HEALTH THROUGH ITS ANNUAL MOFFITT DAY ADVOCACY EVENT AT THE FLORIDA STATE CAPITOL. MOFFITT DAY IS A KEY COMMUNITY-BUILDING ACTIVITY THAT STRENGTHENS RELATIONSHIPS AMONG POLICYMAKERS, PATIENTS, SURVIVORS, CAREGIVERS, RESEARCHERS, AND COMMUNITY ORGANIZATIONS ACROSS THE STATE. THROUGH COORDINATED LEGISLATIVE MEETINGS, MOFFITT AMPLIFIED COMMUNITY-IDENTIFIED NEEDS FROM ITS 23-COUNTY CATCHMENT AREA AND HIGHLIGHTED PRIORITY ISSUES AFFECTING ACCESS TO CANCER CARE, PREVENTION, AND EARLY DETECTION.COMMUNITY BUILDING - PARTNERSHIPS:IN FY25, MOFFITT'S OFFICE OF COMMUNITY OUTREACH AND ENGAGEMENT (COE) HOSTED AND PARTICIPATED IN SEVERAL MEETINGS WITH KEY STAKEHOLDERS TO FOSTER AND ENHANCE PARTNERSHIPS THAT ADVANCE OUTREACH, EDUCATION, AND RESEARCH TO ADDRESS THE CANCER BURDEN IN COMMUNITIES SERVED. DURING THE YEAR, COE CONVENED THE COMMUNITY ADVISORS OF THE TAMPA BAY COMMUNITY CANCER NETWORK (TBCCN), ONE OF MOFFITT'S TWO COMMUNITY ADVISORY BOARDS, FOR AN ANNUAL RETREAT AND FOUR QUARTERLY MEETINGS. THE MEETINGS WERE HELD TO PROVIDE ONGOING FEEDBACK TO MOFFITT, SERVE AS A LIAISON BETWEEN MOFFITT AND THE COMMUNITY, DISSEMINATE INFORMATION, PRIORITIZE CANCER CENTER ACTIVITIES, AND ADVISE THE NETWORK OF COMMUNITY ACTIVITIES.ADDITIONALLY, THE SIX REGIONAL FLORIDA CANCER CONTROL COLLABORATIVES ROUTINELY MET WITH ALL FLORIDA CANCER CENTERS: MOFFITT CANCER CENTER, UNIVERSITY OF MIAMI SYLVESTER COMPREHENSIVE CANCER CENTER, UNIVERSITY OF FLORIDA CANCER CENTER , AND MAYO CLINIC. THE PURPOSE OF THE MONTHLY MEETINGS WAS TO DISCUSS CANCER CONTROL STRATEGIES TO BE IMPLEMENTED BY PARTICIPATING PUBLIC AND PRIVATE PARTNERS WITH ADVISEMENT FROM THE CANCER CENTERS. THESE MEETINGS WERE LED BY THE FLORIDA DEPARTMENT OF HEALTH.OUTSIDE OF THESE GATHERINGS, MOFFITT CONTINUES TO SERVE AS A CONSULTANT FOR THE FOLLOWING REGIONAL COLLABORATIVES: NORTHWEST REGION (UNIVERSITY OF WEST FLORIDA), NORTHEAST REGION(NORTHEAST FLORIDA AHEC), EAST CENTRAL REGION (WELLFLORIDA COUNCIL, INC), NORTH CENTRAL REGION (WELLFLORIDA COUNCIL, INC), SOUTHWEST REGION (UNIVERISTY OF SOUTH FLORIDA COLLEGE OF NURSING), SOUTHEAST REGION (HEALTH COUNCIL OF SOUTH FLORIDA, INC). COMMUNITY BUILDING - COMMUNITY SUPPORT:THROUGH THE OFFICE OF COMMUNITY OUTREACH AND ENGAGEMENT SUPPORT FOR COMMUNITY ORGANIZATION RESEARCH ENGAGEMENT (COE SCORE) INITIATIVE, THE YMCA SURVIVORSHIP & WELLNESS PROGRAM, POWERED BY MOFFITT, SERVES INDIVIDUALS AFFECTED BY CANCER IN PINELLAS, PASCO, HERNANDO, CITRUS, AND HILLSBOROUGH COUNTIES. THIS PROGRAM EMPOWERS PARTICIPANTS TO RECLAIM THEIR HEALTH AND WELL-BEING THROUGH PHYSICAL ACTIVITY AND WELLNESS SUPPORT. WITH A FOCUS ON BUILDING MUSCLE STRENGTH, INCREASING FLEXIBILITY, AND IMPROVING ENDURANCE,THE PROGRAM HELPS PARTICIPANTS MANAGE SIDE EFFECTS OF CANCER TREATMENT, REDUCE FATIGUE, AND ENHANCE OVERALL PHYSICAL FITNESS. THROUGH EVIDENCE-BASED INTERVENTIONS AND A SUPPORTIVE ENVIRONMENT, THE PROGRAM PROVIDES INDIVIDUALS TRANSITIONING FROM CANCER TREATMENT TO SURVIVORSHIP WITH THE TOOLS AND RESOURCES TO MAINTAIN A HEALTHY LIFESTYLE. IN FY25, 93 PARTICIPANTS COMPLETED THE YMCA SURVIVORSHIP PROGRAM. COMMUNITY BUILDING - WORKFORCE DEVELOPMENT:SEVERAL YEARS AGO, MOFFITT DEVELOPED A MENTORING PROGRAM CALLED "VOLUNTEEN" WHERE HIGH SCHOOL STUDENTS CAN VOLUNTEER AT MOFFITT. THE PROGRAM IS DESIGNED TO EXPOSE TEENS TO HEALTHCARE CAREERS, EDUCATE THEM ON THE IMPORTANCE OF PROVIDING HEALTHCARE TO THE COMMUNITY, AND HOW MOFFITT AND OTHER HEALTHCARE ORGANIZATIONS PLAY A ROLE IN MEETING THE NEEDS OF THE COMMUNITY. THE VOLUNTEERS ARE GUIDED THROUGH VARIOUS DEPARTMENTS THROUGHOUT THE ORGANIZATION AND RECEIVE HANDS ON EXPERIENCE IN THE AREAS ASSIGNED. IN FY25, 46 MOFFITT DEPARTMENTS RECEIVED ASSISTANCE FROM STUDENTS WHO VOLUNTEERED FOR A TOTAL OF 4,593.19 HOURS. ALIGNED WITH THE ORGANIZATION FOR RESEARCH AND COMMUNITY DEVELOPMENT'S (ORCD) MISSION, MOFFITT CONTINUES TO FOSTER AN ENVIRONMENT THAT PROMOTES CAREER DEVELOPMENT FOR ALL CANCER RESEARCH LEADERS, FACULTY, AND STAFF, BY ENHANCING RECRUITMENT, RETENTION, AND DEVELOPMENT OPPORTUNITIES OFFERED. ENHANCEMENT INITIATIVES WITHIN THE COMMUNITY IN FY25 HAVE INCLUDED THE FOLLOWING FOR MOFFITT'S RECRUITMENT PILLAR:-DEVELOPED THE MOFFITT EXPLORERS PROGRAM, A PIPELINE PROGRAM AIMED AT OFFERING EDUCATIONAL CAREER EXPLORATION AND STEM EXPOSURE FOR MIDDLE AND HIGH SCHOOLAGED STUDENTS AND THEIR TEACHERS. 24 SESSIONS/WORKSHOPS WERE OFFERED TO A LITTLE OVER 1,500 MIDDLE AND HIGH SCHOOL-AGED STUDENTS IN MOFFITT'S CATCHMENT AREA.- SUPPORTED 6 HCC CLINICAL RESEARCH STUDENTS WITH SCHOLARSHIPS AND CAREER DEVELOPMENT SESSIONS.
PART III, LINE 2:	THE METHODOLOGY USED TO CALCULATE BAD DEBT EXPENSE WAS CALCULATING THE COST TO CHARGE RATIO, USING PATIENT EXPENSES TO GROSS CHARGES, AND APPLYING IT TO THE BAD DEBT PROVISION IN PART III, LINE 4.
PART III, LINE 4:	ADDITIONS TO THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS ARE MADE BY MEANS OF THE PROVISION FOR BAD DEBTS. ACCOUNTS ARE WRITTEN OFF WHEN DEEMED TO BE UNCOLLECTIBLE AND ARE DEDUCTED FROM THE PATIENT'S ACCOUNTS RECEIVABLE BALANCE.THE AMOUNT OF THE PROVISION FOR BAD DEBTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS, BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN FEDERAL AND STATE GOVERNMENT HEALTHCARE COVERAGE AND OTHER COLLECTION INDICATORS. ONE TOOL USED IN MANAGEMENT'S ASSESSMENT IS A DETAILED REVIEW OF HISTORICAL COLLECTIONS AND WRITE-OFFS AT THE CANCER CENTER THAT REPRESENT A MAJORITY OF THE CANCER CENTER'S REVENUES AND ACCOUNTS RECEIVABLE. THE RESULTS OF THE DETAILED REVIEW OF HISTORICAL COLLECTIONS AND WRITE-OFFS EXPERIENCE, ADJUSTED FOR CHANGES IN TRENDS AND CONDITIONS, ARE USED TO EVALUATE THE ALLOWANCE AMOUNT FOR THE CURRENT PERIOD.
PART III, LINE 8:	THE COSTING METHODOLOGY USED TO DETERMINE THE AMOUNT OF MEDICARE ALLOWABLE COSTS IS THE STEP-DOWN METHOD WHICH DISALLOWS CERTAIN COSTS TO BE CONSIDERED AS COSTS RELATED TO PATIENT CARE. MEDICARE SHORTFALLS WHICH ARE COSTS INCURRED BY THE HOSPITAL TO PROVIDE QUALITY CARE AND TREATMENT OF ITS PATIENTS SHOULD BE TREATED AS COMMUNITY BENEFIT. TO NOT INCUR THESE COST WOULD POTENTIALLY LIMIT OR EVEN COMPROMISE THE QUALITY OF SERVICE PROVIDED TO THE ELDERLY OR DISABLED.
PART III, LINE 9B:	PATIENTS ARE SCREENED DURING THE ADMISSIONS PROCESS TO ASSESS THE NEED FOR FINANCIAL ASSISTANCE. HOWEVER, IF AT ANY POINT IN THE COLLECTION PROCESS IT IS DETERMINED THAT THE PATIENT MAY BE UNABLE TO MEET HIS OR HER OBLIGATION, THE PATIENT WILL BE SENT AN APPLICATION FOR FINANCIAL ASSISTANCE OR CHARITY ADJUSTMENT. IF PATIENT DOES NOT EXPRESS THE INABILITY TO PAY PRIOR TO BILLING, AN INVOICE IS SENT TO THE PATIENT WHICH INCLUDES CONTACT INFORMATION FOR A PATIENT SERVICE REPRESENTATIVE IF THE PATIENT NEEDS FINANCIAL ASSISTANCE. A HOSPITAL REPRESENTATIVE WILL MAKE EVERY EFFORT TO WORK WITH THE PATIENT TO DETERMINE WHETHER FINANCIAL ASSISTANCE IS NEEDED. IF THE PATIENT DOES NOT STATE THE NEED OR DOES NOT QUALIFY FOR FINANCIAL ASSISTANCE THEREAFTER, AND PAYMENTS ARE NOT MADE AS AGREED, THE HOSPITAL REPRESENTATIVE MAY OFFER REASONABLE PAYMENT PLANS TO HELP PATIENTS MEET THEIR FINANCIAL OBLIGATIONS.
PART VI, LINE 2:	THE CANCER CENTER IS HEAVILY INVOLVED IN THE COMMUNITY WITH OUTREACH/EDUCATION EFFORTS (E.G., COEE, LUNG AND THORACIC TUMOR EDUCATION PROGRAM (LATTE), HEAD AND NECK CANCER EDUCATION PROGRAM, TBCCN), COMMUNITY-BASED PARTICIPATORY RESEARCH, PARTICIPATION IN COMMUNITY COMMITTEES OR COALITIONS (E.G., HEALTHY HILLSBOROUGH, ALL4HEALTHFL COLLABORATIVE, FLORIDA CANCER CONTROL & RESEARCH ADVISORY COUNCIL (CCRAB)) AND PARTNERSHIPS WITH FEDERALLY-QUALIFIED HEALTH CENTERS AND FREE CLINICS. THESE EFFORTS ENSURE THE ORGANIZATION IS CONTINUOUSLY ASSESSING THE HEALTH CARE NEEDS OF THE COMMUNITY. THE CHNA REPORT EXPLAINS THE PROCESS OF ASSESSING THE NEEDS OF THE COMMUNITY. WE ENGAGED COMMUNITY MEMBERS THROUGH EXTENSIVE ANALYSIS OF SECONDARY DATA, AN ONLINE SURVEY IN ENGLISH AND SPANISH, AS WELL AS INTERVIEWS WITH KEY COMMUNITY AND PUBLIC HEALTH STAKEHOLDERS DURING THE COMPLETION OF THE NEEDS ASSESSMENT. THE REPORT CAN BE FOUND ON OUR WEBSITE. TO ENHANCE THE CANCER CENTER'S ABILITY TO ADDRESS COMMUNITY HEALTH NEEDS, IT WENT THROUGH A COMPREHENSIVE COMMUNITY BENEFIT INVENTORY TO GET A COMPLETE VIEW OF THE COMMUNITY BENEFIT PROGRAMS THE HOSPITAL CURRENTLY PROVIDES, AND TO INDENTIFY AREAS TO IMPROVE. THE COMMUNITY BENEFIT INVENTORY RESULTED IN THE MOST COMPREHENSIVE LINKAGE OF THE CANCER CENTER'S COMMUNITY BENEFIT PROGRAMS TO OUR MOST RECENT IMPLEMENTATION STRATEGY. THE CANCER CENTER TRACKS THE PROGRESS MADE IN EACH OF THE PRIORITIZED HEALTH AREAS, GOALS, AND ACTIVITES ON A QUARTERLY AND YEARLY BASIS. THE CANCER CENTER'S COMMUNITY OUTREACH, ENGAGEMENT, AND EQUITY (COEE) TEAM DEVELOPED OUR SECOND VERSION OF MOFFITT CANCER CENTER'S CATCHMENT AREA PROFILE THAT HIGHLIGHTS CANCER RELEVANT DATA INCLUDING INCIDENCE, RISK FACTORS, AND PREVENTION BEHAVIORS TO HELP STAKEHOLDERS MAKE INFORMED DECISIONS ABOUT THEIR RESEARCH, EDUCATION, AND OUTREACH PRIORITIES RELATED TO THE CANCER CENTER'S 23-COUNTY CATCHMENT AREA. THE CATCHMENT AREA PROFILE SERVES AS A SYNTHESIS OF HEALTH-RELATED PRIORITIES MOFFITT CANCER CENTER WORKS ON, AND PROVIDES THE OPPORTUNITY FOR FACULTY AND COMMUNITY MEMBERS TO REQUEST ANY DATA (DE-IDENTIFIED WHERE APPLICABLE) LISTED IN THE CATCHMENT AREA PROFILE FOR THEIR OWN USE. THE OFFICE OF COEE FACILITATES DATA REQUESTS FOR THE CANCER AND NON-CANCER RELATED DATA WITHIN THE CATCHMENT AREA PROFILE, AVAILABLE TO THE COMMUNITY.
PART VI, LINE 3:	PUBLICATION OF THE POLICY: A. THE CANCER CENTER HAS PLACED SIGNAGE IN THE ADMISSION AREAS OF THE HOSPITAL INFORMING PATIENTS OF FINANCIAL ASSISTANCE AND MAKES ITS POLICY, THE FINANCIAL ASSISTANCE APPLICATION, AND THE PLAIN LANGUAGE SUMMARY OF THE POLICY WIDELY AVAILABLE ON ITS WEBSITE. INDIVIDUALS WITH ACCESS TO THE INTERNET CAN ACCESS, DOWNLOAD, VIEW, AND PRINT A HARD COPY OF THIS POLICY, THE FINANCIAL ASSISTANCE APPLICATION, AND THE PLAIN LANGUAGE SUMMARY OF THIS POLICY FROM THE WEBSITE: I. WITHOUT REQUIRING SPECIAL COMPUTER HARDWARE OR SOFTWARE (OTHER THANSOFTWARE THAT IS READILY AVAILABLE TO MEMBERS OF THE PUBLIC WITHOUTPAYMENT OF ANY FEE); II. WITHOUT PAYING A FEE TO THE CENTER; AND III. WITHOUT CREATING AN ACCOUNT OR BEING OTHERWISE REQUIRED TO PROVIDEPERSONALLY-IDENTIFIABLE INFORMATION. B. THE CANCER CENTER PROVIDES INDIVIDUALS WHO ASK HOW TO ACCESS A COPY OF THE POLICY, THE FINANCIAL ASSISTANCE APPLICATION, AND THE PLAIN LANGUAGE SUMMARY OF THE POLICY ONLINE WITH THE DIRECT WEBSITE ADDRESS, OR URL, OF THE WEB PAGE WHERE THE POLICY, THE FINANCIAL ASSISTANCE APPLICATION, AND THE PLAIN LANGUAGE SUMMARY OF THE POLICY ARE POSTED. C. THE CANCER CENTER WILL MAKE PAPER COPIES OF THIS POLICY, THE FINANCIAL ASSISTANCE APPLICATION, AND THE PLAIN LANGUAGE SUMMARY OF THIS POLICY AVAILABLE UPON REQUEST AND WITHOUT CHARGE, BOTH BY MAIL AND IN PUBLIC LOCATIONS AT THE CANCER CENTER, INCLUDING ANY ADMISSIONS AREAS. D. THE CANCER CENTER WILL NOTIFY AND INFORM PATIENTS WHO RECEIVE CARE AT THE CANCER CENTER ABOUT THIS POLICY NOT ONLY BY SIGNAGE IN THE ADMISSION AREAS BUT ALSO BY OFFERING A PAPER COPY OF THE PLAIN LANGUAGE SUMMARY OF THE FINANCIAL ASSISTANCE POLICY AS PART OF THE INTAKE OR DISCHARGE PROCESS. IN ADDITION, THE CANCER CENTER REPRESENTATIVE WILL ALSO GUIDE A PATIENT TO THE WEBSITE OR URL WHERE COPIES OF THIS POLICY, THE FINANCIAL ASSISTANCE APPLICATION, AND THE PLAIN LANGUAGE SUMMARY OF THIS POLICY MAY BE OBTAINED. THE CANCER CENTER ALSO INCLUDES A CONSPICUOUS WRITTEN NOTICE ON BILLING STATEMENTS THAT NOTIFIES AND INFORMS RECIPIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE UNDER THIS POLICY ALONG WITH THE TELEPHONE NUMBER OF THE OFFICE OR DEPARTMENT THAT CAN PROVIDE INFORMATION RELATED TO THE POLICY AND THE FINANCIAL ASSISTANCE APPLICATION PROCESS. E. AT ANY TIME DURING THE PATIENT'S TREATMENT THE PATIENT MAY REQUEST A COPY OF THIS POLICY, THE FINANCIAL ASSISTANCE APPLICATION, OR THE PLAIN LANGUAGE SUMMARY OF THIS POLICY. F. IF A MEMBER OF THE WORKFORCE BECOMES AWARE OF THE PATIENT'S NEED FOR FINANCIAL ASSISTANCE DURING THE ADMISSION PROCESS, THE PATIENT SERVICE REPRESENTATIVE WILL PROVIDE THE PATIENT WITH THE NECESSARY INFORMATION NEEDED TO APPLY FOR FINANCIAL ASSISTANCE. G. THE CANCER CENTER WILL ALSO TRANSLATE THIS POLICY, THE FINANCIAL ASSISTANCE APPLICATION, AND THE PLAIN LANGUAGE SUMMARY OF THIS POLICY INTO THE PRIMARY LANGUAGES SPOKEN BY ALL SIGNIFICANT POPULATIONS SERVED BY THE CENTER WHEN REQUESTED.
PART VI, LINE 4:	THE CANCER CENTER RELIES ON CENSUS DATA AS A WAY TO IDENTIFY AREAS OF POTENTIAL HEALTH CARE NEEDS AND DISPARITIES WITHIN ITS PRIMARY SERVICE AREA AND THE BROADER COMMUNITY. WITH THAT DATA, THE CANCER CENTER DEVELOPS A STRATEGY BY CONDUCTING KEY INFORMANT INTERVIEWS WITH PUBLIC HEALTH AND COMMUNITY STAKEHOLDERS. THE CANCER CENTER'S PRIMARY SERVICE AREA (BASED ON PATIENT VISITS) IS COMPRISED OF 4 COUNTIES IN WEST CENTRAL FLORIDA: HILLSBOROUGH, PASCO, PINELLAS, AND POLK. THE 2023 U.S. CENSUS BUREAU'S ESTIMATES THAT THIS PRIMARY SERVICE AREA HAS A DIVERSE POPULATION WITH OVER 3.9 MILLION RESIDENTS, 78.09% WHITE RESIDENTS, 14.66% BLACK RESIDENTS, AND 7.25% HISPANIC & OTHER RESIDENTS. OVERALL THE AVERAGE HOUSEHOLD INCOME OF THE PRIMARY SERVICE AREAS IS $69,083, WITH 12% BELOW POVERTY LEVEL AND SENIORS (AGE 65+) MAKE UP 20.9% OF THE PRIMARY SERVICE AREA'S POPULATION.THE CANCER CENTER'S AREA OF SERVICES, THE CATCHMENT AREA, CONTINUES TO INCLUDE 2 REGIONS OF FLORIDA, THE SOUTHWEST AND EAST CENTRAL REGIONS WHICH INCORPORATES NOT ONLY THE 4 COUNTIES IN THE PRIMARY SERVICE AREA MENTIONED ABOVE, BUT ALSO 19 ADDITIONAL COUNTIES: BREVARD, CHARLOTTE, CITRUS, COLLIER, DESOTO, GLADES, HARDEE, HENDRY, HERNANDO, HIGHLANDS, LAKE, LEE, MANATEE, MARION, ORANGE, OSCEOLA, SARASOTA, SEMINOLE, AND SUMTER. THE CATCHMENT AREA'S RESIDENTS ARE MADE UP OF ROUGHLY 11 MILLION RESIDENTS, 26.74% WHICH ARE SENIORS (AGE 65+), WITH AN AVERAGE HOUSEHOLD INCOME OF $66,770, 13.15% BEING BELOW POVERTY LEVEL. IN EXPANDING THE CATCHMENT AREA, THE CANCER CENTER ALSO BROADENED ITS COMMUNITY PARTNERSHIPS AND ALLIANCES TO MEET THE IDENTIFIED NEEDS IN ITS CHNA.
PART VI, LINE 5:	MOFFITT'S CHNA IMPLEMENTATION PLAN OUTLINES THE ORGANIZATIONAL EFFORTS IN PROMOTING THE HEALTH OF OUR COMMUNITY AND ADDRESSING CANCER PREVENTION AND EARLY DETECTION. THE COE TEAM IS DEDICATED TO ADDRESSING THE CANCER NEEDS OF UNDERSERVED POPULATIONS THROUGH RESEARCH, EDUCATION, COMMUNITY PARTNERSHIPS, AND NAVIGATION OF SERVICES. BELOW ARE ACCOMPLISHMENTS AND ACTIVITES IN FISCAL YEAR 2025:COMMUNITY INVOLVEMENTMOFFITT HAS TWO COMMUNITY ADVISORY BOARDS COMPRISED OF COMMUNITY AND PATIENT REPRESENTATION. THE TAMPA BAY COMMUNITY CANCER NETWORK (TBCCN) HAS 33 PARTNERS COVERING 21 OF THE 23 COUNTIES IN OUR CATCHMENT AREA AND PROVIDING SERVICES TO RESIDENTS ACROSS ALL COUNTIES. WITHIN TBCCN THERE ARE WORKGROUPS THAT REPRESENT DIFFERENT INTERESTS AMONG THE MEMBERS AND INITIATIVES THAT MOFFITT IS FOCUSING ON, BACKED BY DATA. WORKGROUPS INCLUDE: CANCER SURVIVORSHIP; SCREENING, BIOBANKING AND VACCINATION; YOUTH IN ACTION. MEMBERS INCLUDE: AMERICAN CANCER SOCIETY, BEST: BRAIN EXPANSIONS SCHOLOASTIC TRAINING, ULTIMATE MEDICAL ACADEMY, FACES OF COURAGE FOUNDATIONS, INC., FARMWORKER'S SELF-HELP, INC., HAITIAN ASSOCIATION FOUNDATION OF TAMPA BAY, INC., FLORIDA VOICES OF HEALTH INC., FLORIDA DEPARTMENT OF HEALTH-HILLSBOROUGH, HILLSBOROUGH ORGNAIZATION FOR PROGRESS AND EQUALITY, INC. (HOPE), JAMES B. SANDERLIN NEIGHBORHOOD FAMILY CENTER, LATINAS UNIDAS POR UN NUEVO AMANECER, INC., LUNA, THE LEUKEMIA & LYMPHOMA SOCIETY, BAY CARE MORTON PLANT HOSPITAL, FLORIDA DEPARTMENT OF HEALTH PINELLAS, PREMIER COMMUNITY HEALTHCARE GROUP, INC., SISTAHS SURVIVING BREAST CANCER, SUNCOAST COMMUNITY HEALTH CARE, TAMPA FAMILY HEALTH CENTERS, UNIVERSITY AREA COMMUNITY DEVELOPMENT, FRONT PORCH COMMUNITY DEVELOPMENT ASSOCIATION, INC., FLORIDA DEPARTMENT OF HEALTH- PASCO, CENTRAL FLORIDA HEALTHCARE, INC., WE CARE, YMCA OF THE SUNCOAST, HEALTH CHOICE NETWORK, SUNCOAST CREDIT UNION, STEPHANIE A. WYNN FOUNDATION, FLORIDA BLUE, BETH-EL FARMWORKER MINISTRY, INC., MULTIPLE REASONS, U54 PONCE-MCC PARTNERSHIP, AND OSCEOLA COMMUNITY HEALTH SERVICES.THE PATIENT AND FAMILY ADVISORY COUNCIL (PFAC) IS COMPOSED OF 29 MEMBERS SPANNING VARIOUS MOFFITT DEPARTMENTS, BUT IMPORTANTLY 52% REPRESENTS PATIENTS AND FAMILIES OF PATIENTS, WITH 12 PATIENT ADVISORS AND 3 FAMILY ADVISORS (FAMILY MEMBERS OF PATIENTS) TO GUIDE THE DEVELOPMENT OF PATIENT-FOCUSED INITATIVES AT MOFFITT CANCER CENTER. MOFFITT'S 2025 CHNA INCLUDED 64 INTERVIEWS WITH KEY PUBLIC HEALTH AND COMMUNITY STAKEHOLDERS IN MOFFITT'S 23-COUNTY CATCHMENT AREA. WE BASED THE KEY STAKEHOLDER INTERVIEWS ON SOCIAL DETERMINANTS OF HEALTH. 6% OF INTERVIEWS CAME FROM BUILT ENVIRONMENT, 24% OF INTERVIEWS WERE FROM THE DEPARTMENT OF HEALTH, 17% OF INTERVIEWS CAME FROM HEALTHCARE, 23% OF INTERVIEWS CAME FROM SOCIAL/COMMUNITY RESOURCES, 11% OF INTERVIEWS CAME FROM EDUCATION, AND 19% OF INTERVIEWS CAME FROM ECONOMIC STABILITY. ALTHOUGH MOFFITT CANCER CENTER CONDUCTED ITS OWN INDEPENDENT CHNA FOR 2025, MOFFITT'S COMMUNITY BENEFIT SPECIALIST CONTINUED TO PROVIDE SUPPORT AND EXPERTISE TO THE ALL4HEALTHFL COLLABORATIVE'S JOINT 2025 CHNA AND THE H. LEE MOFFITT CANCER CENTER AND HEALTHY HILLSBOROUGH COMMITTEE.ECONOMIC IMPACTMOFFITT CANCER CENTER FURTHERS ITS EXEMPT PURPOSE OF PROMOTING THE HEALTH OF THE COMMUNITY THROUGH A STRONG COMMITMENT TO CANCER PREVENTION AND EARLY DETECTION, WITH A PARTICULAR FOCUS ON LUNG CANCER SCREENING. IN ADDITION TO OFFERING COMPREHENSIVE LUNG CANCER SCREENING SERVICES AT ITS MOFFITT CLINICAL LOCATIONS, THE ORGANIZATION IS INTRODUCING FLORIDA'S FIRST MOBILE LUNG SCREENING UNIT TO EXPAND ACCESS TO PREVENTIVE CARE FOR INDIVIDUALS WHO MAY OTHERWISE FACE BARRIERS TO SCREENING. THIS MOBILE APPROACH IS DESIGNED TO INCREASE LUNG CANCER SCREENING RATES AMONG CURRENT AND FORMER SMOKERS BY BRINGING LIFESAVING SERVICES DIRECTLY INTO THE COMMUNITY. LUNG CANCER SCREENING IS A CRITICAL COMPONENT OF PROACTIVE HEALTH CARE, AS IT CAN IDENTIFY POTENTIALLY CANCEROUS ABNORMALITIES, SUCH AS LUNG NODULES, AT AN EARLY STAGEOFTEN BEFORE ANY SYMPTOMS ARE PRESENT. EARLY DETECTION SIGNIFICANTLY IMPROVES TREATMENT OPTIONS AND SURVIVAL OUTCOMES.GOOD NEIGHBORSMOFFITT CANCER CENTER FURTHER ADVANCES ITS EXEMPT PURPOSE THROUGH ROBUST VOLUNTEER PROGRAMS THAT SUPPORT PATIENTS, FAMILIES, AND CAREGIVERS WITHIN ITS HOSPITAL FACILITIES. THESE PROGRAMS INCLUDE PATIENT COMFORT AND COMPANIONSHIP INITIATIVES AND PET THERAPY SERVICES THAT PROMOTE EMOTIONAL WELL-BEING, REDUCE STRESS, AND ENHANCE THE OVERALL PATIENT EXPERIENCE. VOLUNTEERS, INCLUDING COMMUNITY MEMBERS AND MOFFITT TEAM MEMBERS SERVING OUTSIDE OF THEIR REGULAR JOB RESPONSIBILITIES, PROVIDE NON-CLINICAL SUPPORT THAT COMPLEMENTS MEDICAL CARE AND REFLECTS MOFFITT'S COMMITMENT TO COMPASSIONATE, WHOLE-PERSON HEALING. BY INVESTING IN VOLUNTEER COORDINATION AND SUPPORT SERVICES, MOFFITT USES ITS FACILITIES AND RESOURCES TO FOSTER A CULTURE OF COMMUNITY ENGAGEMENT AND PROMOTE HEALTH BEYOND CLINICAL TREATMENT.HTTPS://WWW.MOFFITT.ORG/ENDEAVOR/ARCHIVE/BEYOND-THE-JOB-TEAM-MEMBERS-BRING-HEALING-THROUGH-VOLUNTEER-SERVICE/RECOGNITIONIN FY25, MOFFITT CANCER CENTER FURTHER ADVANCED ITS EXEMPT PURPOSE OF PROMOTING COMMUNITY HEALTH THROUGH THE OPENING THE FIRST NIKON CENTER OF EXCELLENCE LOCATED WITHIN A STANDALONE CANCER CENTER. THIS ACHIEVEMENT DEMONSTRATES MOFFITT'S COMMITMENT TO EXPANDING CUTTING-EDGE RESEARCH INFRASTRUCTURE THAT DIRECTLY SUPPORTS IMPROVEMENTS IN CANCER PREVENTION, DIAGNOSIS AND TREATMENT. THE NIKON CENTER OF EXCELLENCE PROVIDES MOFFITT RESEARCHERS WITH ACCESS TO STATE-OF-THE-ART IMAGING PLATFORMS INCLUDING LIVE-CELL AND SUPER-RESOLUTION MICROSCOPY ALLOWING SCIENTISTS TO VISUALIZE CELLULAR AND MOLECULAR PROCESSES WITH UNPRECEDENTED PRECISION. THESE CAPABILITIES ACCELERATE DISCOVERY, SUPPORT THE DEVELOPMENT OF INNOVATIVE THERAPIES, AND STRENGTHEN MOFFITT'S ABILITY TO ADDRESS THE COMPLEX CANCER NEEDS OF THE COMMUNITIES IT SERVES.BY INTEGRATING ADVANCED IMAGING TECHNOLOGY WITH MACHINE LEARNING AND MATHEMATICAL ONCOLOGY, THE NEW CENTER ENHANCES MOFFITT'S CAPACITY TO STUDY HOW CANCER CELLS BEHAVE IN REAL TIME AND TO DESIGN MORE EFFECTIVE DOSING STRATEGIES AND TREATMENT APPROACHES. THIS INVESTMENT OF RESOURCES REINFORCES MOFFITT'S NONPROFIT MISSION BY ENSURING SURPLUS FUNDS AND STRATEGIC PARTNERSHIPS ARE USED TO EXPAND SCIENTIFIC EXCELLENCE AND IMPROVE PATIENT OUTCOMES. THE NIKON CENTER ALSO POSITIONS MOFFITT AS A HUB FOR COLLABORATIVE RESEARCH, ENGAGING ACADEMIC, CLINICAL, AND INDUSTRY PARTNERS TO ADVANCE DISCOVERIES THAT ULTIMATELY BENEFIT PATIENTS ACROSS FLORIDA AND BEYOND.THROUGH THIS MILESTONE, MOFFITT CONTINUES TO FULFILL ITS CHARITABLE PURPOSE BY PROMOTING THE HEALTH OF THE COMMUNITY, ADVANCING BREAKTHROUGH SCIENCE, AND ACCELERATING THE DEVELOPMENT OF MORE PRECISE AND EFFECTIVE CANCER THERAPIES FOR CURRENT AND FUTURE PATIENTS.HTTPS://WWW.MOFFITT.ORG/NEWSROOM/NEWS-RELEASES/MOFFITT-BECOMES-FIRST-CANCER-CENTER-TO-OPEN-NIKON-CENTER-OF-EXCELLENCE/RESPONDING TO NEEDSIN FY25, THE COE RESOURCE SPECIALIST AND COMMUNITY NAVIGATOR FACILIATED THE USE OF 376 VOUCHERS FOR COMMUNITY MEMBERS TO ACCESS FREE BREAST CANCER SCREENINGS. THE CRITERIA FOR THE BREAST CANCER VOUCHER PROGRAM EXPANDED TO INCLUDE RESIDENTS IN HILLSBOROUGH AND PINELLAS COUNTIES. THE THORACIC ONCOLOGY PROGRAM WAS ABLE TO PROVIDE 32 VOUCHERS TORECEIVE FREE CT LUNG SCREENINGS.IN FY25, MOFFITT CANCER CENTER PARTICIPATED IN 573 HEALTH EDUCATION EVENTS (HEALTH EDUCATION WORKSHOPS, SUPPORT GROUPS, MEET THE EXPERT, HEALTH FAIRS) WITHIN THE TAMPA BAY AREA, SERVING 31,237 PEOPLE.IN ADDITION, MOFFITT'S MOLE PATROL SKIN CANCER SCREENING MOBILE UNIT AND THE HEAD AND NECK DEPARTMENT PARTICIPATED IN 19 SCREENING EVENTS, PROVIDING FREE CANCER SCREEING TO 1,620 PEOPLE WITHIN THE TAMPA BAY AREA.THE MOBILE LUNG UNIT, IN ITS FIRST YEAR, ATTENDED 21 EVENTS AND SCREENED 119 COMMUNITY MEMBERS. VOLUNTEER ACTIVITIESIN FY25, 259 MOFFITT FACULTY AND STAFF DONATED BLOOD, TOTALING 588.75 HOURS OF DONATED TIME. THERE WERE 43 MOFFITT FACULTY AND STAFF THAT DONATED 242.50 HOURS OF VOLUNTEER TIME OFF (VTO).
PART VI, LINE 6:	TO FURTHER THE MISSION OF CONTRIBUTING TO THE PREVENTION AND CURE OF CANCER, MOFFITT CANCER CENTER COLLABORATES WITH RESPECTED ACADEMIC, HOSPITAL SYSTEMS, REGIONAL CARE CENTERS, AND PHYSICIANS' GROUPS KNOWN AS THE "MOFFITT ONCOLOGY NETWORK." WHOLLY COMMITTED TO MOFFITT'S MODEL OF PATIENT-CENTERED, INTEGRATED CANCER CARE, THE MOFFITT ONCOLOGY NETWORK IS HELPING MOFFITT DEVELOP A PREMIER CANCER CARE DELIVERY SYSTEM, FOCUSED SOLELY ON PROVIDING PATIENTS THE BEST PERSONALIZED CANCER CARE. THE MOFFITT ONCOLOGY NETWORK IMPLEMENTS MOFFITT'S CLINICAL CARE MODEL, INCLUDING MULTIDISCIPLINARY CANCER CARE, PEER REVIEW, CLINICAL PATHWAYS AND QUALITY ASSURANCE.THE COMMUNITY HEALTH NEEDS ASSESSMENT DETERMINED OPPORTUNITIES THAT CAN BE ADDRESSED BY THE CANCER CENTER AS A WHOLE. THE CANCER CENTER'S NON-HOSPITAL FACILITIES DEDICATED TO SERVING INDIVIDUALS WHO ARE IN NEED OF FINANCIAL ASSISTANCE, HELPING TO DEVELOP AND FUND COMMUNITY PROGRAMS AND PERFORM TRANSLATIONAL RESEARCH TO BENEFIT THE COMMUNITY, INCLUDE MOFFITT FOUNDATION, MOFFITT MEDICAL GROUP, AND MOFFITT RESEARCH. MOFFITT FOUNDATION SOLICITS FUNDS TO SUPPORT THE WORK OF THE CANCER CENTER. DONATIONS MAINTAINED BY THE FOUNDATION MAY BE USED FOR A SPECIFIC PROGRAM OR MAY BE USED TO FURTHER THE OVERALL NEEDS OF THE COMMUNITY. MOFFITT MEDICAL GROUP EMPLOYS PHYSICIANS THAT STAFF THE HOSPITAL AND PROVIDE CLINICAL RESEARCH TO THE CANCER CENTER HEALTH CARE SYSTEM. THESE PHYSICIANS PROVIDE MEDICAL SERVICES TO THOSE PATIENTS THAT QUALIFY FOR FINANCIAL ASSISTANCE. IN ADDITION, PHYSICIANS PARTICIPATE IN COMMUNITY RELATED PROGRAMS PROVIDING EDUCATION AND TRAINING. MOFFITT'S CANCER RESEARCH FACILITY PERFORMS STUDIES AND INVESTIGATIONS TO GENERATE GENERALIZABLE KNOWLEDGE AVAILABLE TO THE PUBLIC. THE RESEARCH FACILITY IS ALSO THE PARENT COMPANY OF THE CANCER CENTER HEALTH CARE SYSTEM THAT PLANS, DEVELOPS, AND IMPLEMENTS COMMUNITY BENEFIT PROGRAMS TO ADDRESS COMMUNITY NEEDS SEPARATELY FROM, AS WELL AS IN COLLABORATION WITH, THE HOSPITAL. COMMUNITY BENEFIT EXPENSES PERFORMED BY RELATED ENTITIES:MOFFITT MEDICAL GROUP:FINANCIAL ASSISTANCEMOFFITT MEDICAL GROUP OFFERS ADDITIONAL CHARITY CARE IN THE FORM OF FINANCIAL ASSISTANCE TO PATIENTS BILLED BY THE MEDICAL GROUP.FINANCIAL ASSISTANCE AT COST WAS $2,587,647PERCENT OF TOTAL MMG ENTITY EXPENSE: .68%PERCENT OF COMBINED EXPENSE: .089%MOFFITT MEDICAL GROUP'S BAD DEBT EXPENSE AT COST: $626,753MOFFITT RESEARCH:MOFFITT RESEARCH PERFORMS ONGOING STUDIES THAT BENEFIT THE SURROUNDING COMMUNITIES NOW AND INTO THE FUTURE.DIRECT AND INDIRECT RESEARCH COSTS TOTALED $144,046,061PERCENT OF TOTAL RESEARCH ENTITY EXPENSE: 39.33%PERCENT OF COMBINED EXPENSE: 4.95%COMMUNITY BUILDING ACTIVITIES:MOFFITT RESEARCH, AS THE PARENT ENTITY OF MOFFITT AFFILIATES, AT TIMES SHOULDERS THE FINANCIAL BURDEN TO SPONSOR CERTAIN COMMUNITY BUILDING EFFORTS. FOR INSTANCE, IN FY25 MOFFITT RESEARCH PAID $50,000 TOWARD THE YMCA SURVIVORSHIP PROGRAM IN ADDITION TO FUNDING AN ADVOCACY EVENT FOR "MOFFITT DAY" AT THE FLORIDA STATE CAPITOL TOTALING $4,857.CARING FOR PATIENTS WHO CANNOT AFFORD TO PAY FOR QUALITY CANCER CARE IS AN IMPORTANT PART OF MOFFITT'S COMMITMENT TO FLORIDA'S CITIZENS AND IT IS THE INTENTION OF MOFFITT TO OFFER FINANCIAL ASSISTANCE TO ITS MOST MEDICALLY AND FINANCIALLY NEEDY PATIENTS. AS SUCH, MOFFITT PRIDES ITSELF IN OFFERING TREATMENT TO PATIENTS WITH A DIVERSE RANGE OF FINANCIAL CONDITIONS. WITH THE RISING COST OF LABOR DUE TO INFLATION AND THE NEED TO COMPETE TO MAINTAIN CLINICAL STAFF, TOTAL EXPENSES HAVE INCREASED IN EXCESS OF 16% FROM THE PRIOR YEAR, DILUTING MOFFITT'S COMMUNITY BENEFIT PERCENTAGE IN COMPARISON TO THE PRIOR YEAR. IN ADDITION, MOFFITT'S SEGMENTED STRUCTURE CAUSES COMMUNITY BENEFIT COSTS SUCH AS RESEARCH AND HEALTH PROFESSIONAL EDUCATION TO BE GROSSLY UNDERSTATED ON SCHEDULE H, AS THE MAJORITY OF THESE ACTIVITIES ARE PERFORMED BY OTHER NON-HOSPITAL NONPROFIT ENTITIES WITHIN OUR ORGANIZATIONAL STRUCTURE. FOR THE CURRENT TAX YEAR, IF COMMUNITY BENEFIT FIGURES WERE RESTATED TO BE INCLUSIVE OF OUR AFFILIATE ENTITIES MOFFITT MEDICAL GROUP AND MOFFITT RESEARCH, THE TOTAL COMMUNITY BENEFIT EXPENSE PERCENTAGE IS PROJECTED TO EXCEED 7%.
PART I, LINE 7 TOTAL COMMUNITY BENEFIT PERCENTAGE	SEE ADDITIONAL INFORMATION IN PART VI, LINE 6 TO LEARN HOW THE MOFFITT AFFLIATED HEALTH SYSTEM AS A WHOLE PROVIDES COMMUNITY BENEFIT IN EXCESS OF 7%.
PART VI, LINE 7	THE HOSPITAL DOES NOT FILE A COMMUNITY BENEFIT REPORT WITH ANY U.S. STATE.

Schedule H (Form 990) 2024

Additional Data

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Schedule I
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
H LEE MOFFITT CANCER CENTER AND
RESEARCH INSTITUTE HOSPITAL INC

Employer identification number
59-3238634

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) H LEE MOFFITT CC&RI INC 12902 MAGNOLIA DRIVE TAMPA,FL33612	59-2451713	501(C)(3)	19,009,612	INTERCOMPANY SUPPORT
(2) USF FOUNDATION INC 4202 E FOWLER AVE ALC 100 TAMPA,FL33620	59-0879015	501(C)(3)	50,000	SPONSORSHIP
(3) UNIVERSITY OF CENTRAL FLORIDA FOUNDATION 12201 RESEARCH PKWY STE 300 ORLANDO,FL32826	59-6211832	501(C)(3)	10,000	SPONSORSHIP

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) Rev. 1-2025

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

PART I, LINE 2:

THE GRANT LISTED AS INTERCOMPANY SUPPORT IN SCHEDULE I, PART II, IS ONLY MADE TO A RELATED ORGANIZATION TO SUPPORT ITS OPERATIONS. THE ORGANIZATION MAY ALSO, FROM TIME TO TIME, GIVE DONATIONS OR SPONSORSHIPS TO OTHER ORGANIZATIONS THAT ALIGN WITH OUR MISSION. THE ORGANIZATIONS ARE VETTED AND APPROVED BEFORE THE GRANT OR SPONSORSHIP IS GIVEN AND UNLESS OTHERWISE NOTED, THESE AMOUNTS ARE GRANTED FOR GENERAL PURPOSES AND DO NOT REQUIRE SPECIFIC MONITORING AS TO USE.

Schedule I (Form 990) Rev. 1-2025

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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

H LEE MOFFITT CANCER CENTER AND
RESEARCH INSTITUTE HOSPITAL INC

Employer identification number

59-3238634

Part I

Questions Regarding Compensation

Yes

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

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 .....

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? ....

Yes

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

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:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

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:

The organization? ..................

Yes

Any related organization? ......................

Yes

If "Yes," on line 6a or 6b, describe in Part III.

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 ............

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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1PATRICK HWU FRM HOSPITAL PRES TO 10/2021	(i) (ii)	0 ------------- 1,247,352	0 ------------- 647,371	0 ------------- 9,270	0 ------------- 339,029	0 ------------- 4,313	0 ------------- 2,247,335	0 ------------- 0
2SARABDEEP SINGH HOSPITAL PRESIDENT	(i) (ii)	0 ------------- 783,339	0 ------------- 315,683	0 ------------- 4,902	0 ------------- 176,750	0 ------------- 39,576	0 ------------- 1,320,250	0 ------------- 0
3G DOUGLAS LETSON FRM EVP-PHYS IN CHIEF TO 6/2024	(i) (ii)	347,486 ------------- 265,418	1,025 ------------- 314,727	77,920 ------------- 17,446	100,802 ------------- 39,981	11,531 ------------- 15,494	538,764 ------------- 653,066	0 ------------- 0
4L DAVID DE LA PARTE FRM EVP-GEN CO; ASST SEC TO 6/2024	(i) (ii)	0 ------------- 462,966	0 ------------- 277,241	0 ------------- 59,956	0 ------------- 215,205	0 ------------- 29,660	0 ------------- 1,045,028	0 ------------- 0
5JOANNA WEISS EVP-CFO & ASST TREAS	(i) (ii)	0 ------------- 563,868	0 ------------- 236,792	0 ------------- 32,727	0 ------------- 105,118	0 ------------- 37,521	0 ------------- 976,026	0 ------------- 0
6WADE SEXTON VP CHF MED OFFICER AS OF 7/2024	(i) (ii)	335,217 ------------- 388,202	97,297 ------------- 0	2,262 ------------- 2,640	51,762 ------------- 79,425	16,402 ------------- 19,135	502,940 ------------- 489,402	0 ------------- 0
7TIM HEMBREE VP CHIEF QUALITY OFFICER	(i) (ii)	419,712 ------------- 0	139,639 ------------- 0	3,746 ------------- 0	96,085 ------------- 0	30,238 ------------- 0	689,420 ------------- 0	0 ------------- 0
8CHARLES FLETCHER EVP-GEN COUN & ASST SEC AS OF 7/2024	(i) (ii)	0 ------------- 410,987	0 ------------- 122,232	0 ------------- 11,123	0 ------------- 85,655	0 ------------- 35,265	0 ------------- 665,262	0 ------------- 0
9KAREN LU EVP-PHYSICIAN IN CHIEF	(i) (ii)	496,051 ------------- 0	18,000 ------------- 0	103,762 ------------- 0	451 ------------- 0	17,814 ------------- 0	636,078 ------------- 0	0 ------------- 0
10KAREN WARTENBERG VP MOFFITT MEDICAL GROUP	(i) (ii)	371,330 ------------- 0	105,986 ------------- 0	30,324 ------------- 0	116,891 ------------- 0	5,086 ------------- 0	629,617 ------------- 0	0 ------------- 0
11KELLY GONZALVO VP PATIENT CARE/CNO	(i) (ii)	357,274 ------------- 0	130,494 ------------- 0	18,779 ------------- 0	62,252 ------------- 0	44,150 ------------- 0	612,949 ------------- 0	0 ------------- 0
12MATTHEW BEDNAR VP AMBULATORY/VIRTUAL CARE OPS	(i) (ii)	338,704 ------------- 0	113,431 ------------- 0	1,170 ------------- 0	97,116 ------------- 0	37,320 ------------- 0	587,741 ------------- 0	0 ------------- 0
13EVAN ZASLOW VP PAYER STRATEGIES	(i) (ii)	329,179 ------------- 0	119,922 ------------- 0	757 ------------- 0	70,104 ------------- 0	38,720 ------------- 0	558,682 ------------- 0	0 ------------- 0
14VLADIMIR FEYGELMAN SR MBR PHYSICIST-RAD ONC	(i) (ii)	292,419 ------------- 0	45,353 ------------- 0	9,008 ------------- 0	164,000 ------------- 0	24,945 ------------- 0	535,725 ------------- 0	0 ------------- 0
15TERRENCE WRIGHT VP FAC & SUP SVCS	(i) (ii)	0 ------------- 293,455	0 ------------- 99,360	0 ------------- 4,411	0 ------------- 58,655	0 ------------- 35,439	0 ------------- 491,320	0 ------------- 0
16GEOFFREY G ZHANG SR MBR PHYSICIST-RAD ONC	(i) (ii)	298,999 ------------- 0	24,772 ------------- 0	9,995 ------------- 0	141,533 ------------- 0	14,985 ------------- 0	490,284 ------------- 0	0 ------------- 0
17STUART G WASSERMAN CHIEF RAD ONC OFFICER AS OF 7/2024	(i) (ii)	308,137 ------------- 0	62,636 ------------- 0	6,891 ------------- 0	73,590 ------------- 0	29,311 ------------- 0	480,565 ------------- 0	0 ------------- 0
18EDUARDO G MOROS CHIEF MEDICAL PHYSICS	(i) (ii)	371,536 ------------- 0	0 ------------- 0	8,031 ------------- 0	51,373 ------------- 0	35,375 ------------- 0	466,315 ------------- 0	0 ------------- 0
19KEN KOMORNY VP CHIEF PHARMACY OFFICER	(i) (ii)	261,840 ------------- 0	88,642 ------------- 0	12,872 ------------- 0	50,778 ------------- 0	36,576 ------------- 0	450,708 ------------- 0	0 ------------- 0
20CHRISTINE ALVERO VP HOSPITAL OPS (MMH)	(i) (ii)	212,229 ------------- 0	77,037 ------------- 0	6,113 ------------- 0	52,201 ------------- 0	32,549 ------------- 0	380,129 ------------- 0	0 ------------- 0
21MARILYN COSTACHE CHIEF RISK OFFICER	(i) (ii)	223,874 ------------- 0	43,008 ------------- 0	709 ------------- 0	22,922 ------------- 0	35,034 ------------- 0	325,547 ------------- 0	0 ------------- 0
22MELISSA SMITH VP FINANCE AS OF 8/2024	(i) (ii)	0 ------------- 213,785	0 ------------- 29,093	0 ------------- 817	0 ------------- 39,871	0 ------------- 14,233	0 ------------- 297,799	0 ------------- 0
23YVETTE M LYONS TREMONTI FRM EVP-CFAO & ASST TREAS TO 5/2024	(i) (ii)	0 ------------- 324,093	0 ------------- 0	0 ------------- 206,022	0 ------------- 51,122	0 ------------- 16,389	0 ------------- 597,626	0 ------------- 0
24ROBERT KEENAN FRM VP-CHF MED OFFICER TO 1/2024	(i) (ii)	53,073 ------------- 61,404	0 ------------- 0	703 ------------- 128,285	43,788 ------------- 2,158	1,940 ------------- 205	99,504 ------------- 192,052	0 ------------- 0
25HENRY REYES FRM VP-PARTNER DEV TO 4/2024	(i) (ii)	0 ------------- 102,671	0 ------------- 0	0 ------------- 2,996	0 ------------- 18,495	0 ------------- 8,678	0 ------------- 132,840	0 ------------- 0

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
PART I, LINE 1A	HOSPITAL PAID MEMBERSHIP DUES TO A SOCIAL CLUB FOR G.D. LETSON. THE AMOUNT PAID IS INCLUDED IN G.D. LETSON'S COMPENSATION AS TAXABLE WAGES. PART I, LINE 1B: PAYMENTS MADE FOR SOCIAL CLUB DUES ARE INITIALLY APPROVED BY EXECUTIVE LEADERSHIP AND HUMAN RESOURCES, AND THEN SUBSEQUENTLY REVIEWED/APPROVED BY THE JOINT EXECUTIVE COMPENSATION AND BENEFITS COMMITTEE (JE&BC), A COMMITTEE OF THE INSTITUTE.
PART I, LINE 3	FOR TAX YEAR 2024 SARABDEEP SINGH, HOSPITAL'S PRESIDENT, WAS PAID BY A RELATED ORGANIZATION. THE COMPENSATION IS ESTABLISHED BY RELYING ON AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEYS OR STUDIES, AN EXECUTIVE COMPENSATION COMMITTEE, AND THE APPROVAL BY THE BOARD OR THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD.
PART I, LINE 4B	TO BE ELIGIBLE TO PARTICIPATE IN THE 457(F) NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP), PARTICIPANTS MUST ELECT TO CONTRIBUTE AT LEAST 10% ACROSS THE 403(B) AND 457(B) PLANS, AND ARE VESTED AFTER 10 YEARS OF SERVICE. LUMP SUM DISTRIBUTIONS FROM THE ACCOUNT ARE MADE UPON NORMAL RETIREMENT OR TERMINATION. BELOW ARE INDIVIDUALS LISTED ON HOSPITAL'S 2024 FORM 990 PART VII, SECTION A, THAT PARTICIPATED IN THE 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AND THEIR RESPECTIVE AMOUNTS OF COMPENSATION CONSTRUCTIVELY RECEIVED IN TAX YEAR 2024 FROM THE PLAN: CHRISTINE ALVERO - $5,409 MATTHEW BEDNAR - $0 L. DAVID DE LA PARTE - $50,346 VLADIMIR FEYGELMAN - $943 CHARLES FLETCHER - $0 KELLY GONZALVO - $15,177 TIM HEMBREE - $0 PATRICK HWU - $0 ROBERT KEENAN - $0 KEN KOMORNY - $0 G. DOUGLAS LETSON - $68,450 YVETTE M. LYONS TREMONTI - $202,839 EDUARDO G. MOROS - $1,500 HENRY REYES - $0 WADE SEXTON - $0 SARABDEEP SINGH - $0 MELISSA SMITH - $0 KAREN WARTENBERG - $17,886 STUART G. WASSERMAN - $1,400 JOANNA WEISS - $30,428 TERRENCE WRIGHT - $0 EVAN ZASLOW - $0 GEOFFREY G. ZHANG - $1,570
PART I, LINE 6	IN GENERAL, INCENTIVE COMPENSATION IS BASED ON MOFFITT'S ACHIEVEMENT AGAINST SPECIFIC ORGANIZATIONAL GOALS RELATED TO NET OPERATING INCOME AND ON DIVISION OR INDIVIDUAL GOALS. NET OPERATING INCOME MUST MEET OR EXCEED A CERTAIN THRESHOLD IN ORDER TO TRIGGER A PAYOUT FOR THE ORGANIZATIONAL GOAL COMPONENTS.

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

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SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

Name of the organization

H LEE MOFFITT CANCER CENTER AND
RESEARCH INSTITUTE HOSPITAL INC

Employer identification number

59-3238634

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( EQUIPMENT )	X	3	587,131	PURCHASE PRICE
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2024)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation
PART I, COLUMN (B):	THE NUMBER ON LINE 25(B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED, NOT THE NUMBER OF CONTRIBUTIONS.

Schedule M (Form 990) (2024)

Additional Data

Software ID:
Software Version:

- TIN:

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

H LEE MOFFITT CANCER CENTER AND
RESEARCH INSTITUTE HOSPITAL INC

Employer identification number

59-3238634

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 2	THE FOLLOWING DIRECTORS AND OFFICERS, THAT JOINTLY SERVE ON THE HOSPITAL AND A FOR-PROFIT RELATED ENTITY, QUALIFY AS HAVING A BUSINESS RELATIONSHIP. HOSPITAL & MOFFITT TECHNOLOGIES CORPORATION (MTC): CHARLES FLETCHER, HOSPITAL OFFICER & MTC OFFICER & DIRECTOR JOANNA WEISS, HOSPITAL OFFICER & MTC OFFICER & DIRECTOR
FORM 990, PART VI, SECTION A, LINE 6	H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. IS THE SOLE MEMBER OF THE HOSPITAL.
FORM 990, PART VI, SECTION A, LINE 7A	AS THE SOLE MEMBER OF THE HOSPITAL, H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. ("THE INSTITUTE") SHALL HAVE THE POWER TO APPROVE, DISAPPROVE OR REMOVE ANY MEMBER OF THE BOARD OF DIRECTORS OR OFFICER OF THE HOSPITAL.
FORM 990, PART VI, SECTION A, LINE 7B	THE INSTITUTE AS THE SOLE MEMBER OF THE CORPORATION SHALL ALSO HAVE THE FOLLOWING POWERS: A. APPROVE, DISAPPROVE OR RECOMMEND THE ADOPTION, CHANGE, AMENDMENT OR REPEAL OF THE ARTICLES OF INCORPORATION OF THE CORPORATION; B. APPROVE, DISAPPROVE OR RECOMMEND THE ADOPTION, CHANGE, AMENDMENT OR REPEAL OF THE BYLAWS OF THE CORPORATION; C. APPROVE, DISAPPROVE OR RECOMMEND THE SELECTION OF A QUALIFIED AUDIT FIRM AND THE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; D. APPROVE OR DISAPPROVE THE TRANSFER, SALE, LEASE OR DISPOSITION OF ANY ASSET OF THE CORPORATION IN EXCESS OF TWO HUNDRED THOUSAND DOLLARS ($200,000.00); E. APPROVE OR DISAPPROVE THE CONFERRING OF ANY LIEN OR SECURITY INTEREST IN ASSETS OF THE CORPORATION IN EXCESS OF ONE MILLION DOLLARS ($1,000,000.00), WHETHER SAME SHALL BE IN CONNECTION WITH EITHER PUBLIC OR PRIVATE FINANCING, OR OTHERWISE; F. APPROVE OR DISAPPROVE ALL DONATIONS OR CHARITABLE CONTRIBUTIONS BY THE CORPORATION IN EXCESS OF TWENTY THOUSAND DOLLARS ($20,000.00) PER CONTRIBUTION OR ANNUAL CONTRIBUTION EXCEEDING FIFTY THOUSAND DOLLARS ($50,000.00) IN THE AGGREGATE; G. APPROVE, DISAPPROVE OR RECOMMEND THE ADOPTION OF THE CORPORATION'S MISSION AND PHILOSOPHY STATEMENT; H. APPROVE OR DISAPPROVE CAPITAL EXPENDITURES BY THE CORPORATION IN EXCESS OF ONE MILLION DOLLARS ($1,000,000.00) PER EXPENDITURE OR ONE MILLION DOLLARS ($1,000,000.00) IN THE AGGREGATE ANNUALLY; AND I. APPROVE, DISAPPROVE OR REMOVE ANY MEMBER OF THE BOARD OR OFFICER OF THE CORPORATION.
FORM 990, PART VI, SECTION B, LINE 11B	PRIOR TO ELECTRONICALLY FILING FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX), A COPY OF THE RETURN IS PROVIDED TO THE JOINT FINANCE COMMITTEE, CONSISTING OF BOARD MEMBERS ACROSS THE CANCER CENTER, GIVING EACH MEMBER TIME TO REVIEW THE RETURN. BOARD MEMBERS HAVE THE OPPORTUNITY TO ASK QUESTIONS RELATED TO THE INFORMATION PROVIDED ON THE RETURN. THE FORM 990 IS ALSO PROVIDED TO THE CHIEF FINANCIAL OFFICER FOR REVIEW. BASED ON THE REVIEW ANY SUGGESTED COMMENTS OR CHANGES ARE DISCUSSED, AND IF DEEMED NECESSARY CHANGES ARE MADE PRIOR TO SIGNING.
FORM 990, PART VI, SECTION B, LINE 12C	H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC., THE INSTITUTE AND PARENT ORGANIZATION OF THE CANCER CENTER, DEVELOPS, IMPLEMENTS, AND ENFORCES COMPANY POLICY FOR THE CANCER CENTER AS A WHOLE. ON AN ANNUAL BASIS A PRESENTATION IS MADE TO ALL BOARD MEMBERS THROUGHOUT MOFFITT'S ENTITIES, INCLUDING HOSPITAL'S BOARD MEMBERS, TO REVIEW THE CONFLICT OF INTEREST POLICY AND PROCEDURES FOR DISCLOSING ANY POTENTIAL CONFLICTS. EACH DIRECTOR, OFFICER, COMMITTEE MEMBER, AND KEY EMPLOYEE SHALL COMPLETE A CONFLICT OF INTEREST DISCLOSURE CERTIFICATION VIA THE ELECTRONIC DISCLOSURE SYSTEM. ANY DIRECTOR, OFFICER, COMMITTEE MEMBER, OR KEY EMPLOYEE WHO REASONABLY BELIEVES THAT HE OR SHE MAY HAVE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST MUST DISCLOSE THE EXISTENCE OF AND THE MATERIAL FACTS OF THE NATURE OF HIS/HER INTEREST ON THE FORM. THE ELECTRONIC FORM IS SUBMITTED TO THE CORPORATE COMPLIANCE OFFICE, WHICH REVIEWS THE FORMS, GATHERS ADDITIONAL RELEVANT INFORMATION WHERE NECESSARY, AND PREPARES A SUMMARY OF THE DISCLOSURES TO BE REVIEWED BY THE CONFLICT OF INTEREST WORK GROUP. IF A DIRECTOR OR COMMITTEE MEMBER DISCLOSES THAT HE/SHE HAS A POTENTIAL CONFLICT OF INTEREST AT A BOARD OR COMMITTEE MEETING, SUCH DIRECTOR OR COMMITTEE MEMBER MUST DISCLOSE THE NATURE OF THE INTEREST AND ANY RELATED INFORMATION AND RESPOND TO QUESTIONS AS MAY BE REQUIRED BY THE REMAINING MEMBERS. BASED ON THE INFORMATION DISCLOSED, THE REMAINING BOARD MEMBERS WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IF A CONFLICT EXISTS THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER AN ALTERNATIVE TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT IS EQUALLY ADVANTAGEOUS. IF AN ALTERNATIVE TRANSACTION IS NOT EQUALLY ADVANTAGEOUS THE DIRECTOR OR COMMITTEE MEMBER WHO IS THE SUBJECT OF THE CONFLICT SHALL NOT VOTE ON, NOR USE HIS HER PERSONAL INFLUENCE ON, NOR PARTICIPATE IN DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO THE TRANSACTION.
FORM 990, PART VI, SECTION B, LINE 15	THE INSTITUTE HAS AN ESTABLISHED SUB-COMMITTEE, THE JOINT EXECUTIVE COMPENSATION & BENEFITS COMMITTEE (JEC&BC) THAT IS MADE UP ENTIRELY OF INDEPENDENT, OUTSIDE COMMITTEE MEMBERS. THIS COMMITTEE IS CHARGED WITH THE OVERSIGHT OF THE COMPENSATION OF MOFFITT DISQUALIFIED PERSONS, WHICH INCLUDES THE CEO, OTHER OFFICERS, AND KEY EMPLOYEES. TO ACCOMPLISH ITS MISSION, THE COMMITTEE CAN, AS NEEDED, AND DOES AT ITS DISCRETION, ENGAGE INDEPENDENT OUTSIDE ADVISORS, INCLUDING, BUT NOT LIMITED TO ATTORNEYS AND THIRD-PARTY COMPENSATION CONSULTANTS. ON AN ANNUAL BASIS THE JEC&BC ENGAGES A NATIONALLY KNOWN, THIRD-PARTY CONSULTING FIRM TO PROVIDE A DETAILED STUDY OF THE CASH COMPENSATION FOR EACH DISQUALIFIED PERSON. THE CONSULTANT USES A VARIETY OF PUBLISHED SURVEYS COMPILED BY INDEPENDENT FIRMS TO PROVIDE THE INSTITUTE SOURCE DATA FOR THE STUDY. USING FUNCTIONALLY COMPARABLE POSITIONS IN OTHER SIMILARLY SIZED, NOT-FOR-PROFIT AND FOR-PROFIT HEALTHCARE, ACADEMIC AND RESEARCH ORGANIZATIONS, THE CONSULTING FIRM PRODUCES A STUDY THAT COMPARES EACH DESIGNATED CANCER CENTER POSITION TO ITS APPROPRIATE MARKET EQUIVALENT, INCLUDING THE VALUE OF ALL BENEFITS AND PERQUISITES (CASH AND NON-CASH) PROVIDED AS COMPENSATION TO THE DISQUALIFIED PERSONS. THE RESULTING DATA IS PROVIDED TO THE DIRECTOR OF COMPENSATION, WHO IS NOT INCLUDED IN THE DISQUALIFIED PERSON CATEGORY, FOR USE IN THE FORMULATION OF RECOMMENDATIONS FOR COMPENSATION CHANGES TO MAINTAIN MARKET COMPETITIVENESS OR TO REWARD PERFORMANCE. THESE RECOMMENDATIONS, ALONG WITH THE CONSULTANT'S COMPARABILITY DATA, ARE PRESENTED TO THE JEC&BC FOR THE COMMITTEE MEMBERS TO CONFIRM ITS REASONABLENESS, MAKE MODIFICATIONS AS IT DEEMS NECESSARY AND PROVIDE FINAL APPROVAL. MINUTES ARE KEPT AT EACH OF THESE ANNUAL MEETINGS DETAILING THE RECOMMENDATIONS PRESENTED AND THE DECISIONS MADE BY THE COMMITTEE. THESE MINUTES ARE PUBLISHED TO THE COMMITTEE AT THE NEXT MEETING AND REPORTED BACK TO THE INSTITUTE BOARD.
FORM 990, PART VI, SECTION C, LINE 19	THE HOSPITAL MAKES AVAILABLE ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS TO THE PUBLIC THROUGH DAC BOND AND A THIRD PARTY VENDORS' WEBSITE. IN ADDITION, FORM 990 IS MADE AVAILABLE ON GUIDESTAR. ALL ORGANIZING AND GOVERNING DOCUMENTS SUCH AS FORM 1023, CONFLICTS OF INTEREST POLICY, AND BYLAWS AS WELL AS FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE UPON REQUEST.
FORM 990, PART VII, SECTION A, LINE 1A:	EMPLOYEES WHO ARE LISTED ON MOFFITT HOSPITAL'S FORM 990 ARE EMPLOYEES WHOSE W-2'S WERE ISSUED BY MOFFITT INSTITUTE, THE COMMON PAYMASTER AND RELATED ENTITY. PROCEDURES TO REPORT COMPENSATION OF EMPLOYEES ON FORM 990 PART VII AND ON SCHEDULE J ARE IN ACCORDANCE WITH IRS INSTRUCTIONS FOR EACH RESPECTIVE SECTION.
FORM 990, PART IX, COLUMN D:	THERE ARE NO FUNDRAISING EXPENSES BECAUSE H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION, INC. HANDLES ALL FUNDRAISING ACTIVITIES FOR H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. AND ITS SUBSIDIARIES.
FORM 990, PART IX, LINE 24B	CERTAIN MOFFITT CANCER CENTER INTERCOMPANY OVERHEAD HAS BEEN ALLOCATED FROM THE PARENT ENTITY TO THE HOSPITAL AND THOSE AMOUNTS ARE INCLUDED IN COLUMN (C) AND THEN REALLOCATED ON LINE 24B TO THE PROPER FUNCTIONAL CATEGORIES.
FORM 990, PART XI, LINE 9:	CHANGES IN NET ASSETS PREDOMINANTLY RELATES TO THE CLOSE OUT OF INTERCOMPANY ACCOUNTS PAYABLE AND RECEIVABLES (DUE TO/DUE FROM) IN THE AMOUNT OF -$410,001,747 TO NET ASSETS.

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:
Software Version:

- TIN:

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

H LEE MOFFITT CANCER CENTER AND
RESEARCH INSTITUTE HOSPITAL INC

Employer identification number

59-3238634

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?
(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	Yes	No
(1)H LEE MOFFITT CANCER CTR & RESEARCH INSTITUTE FOUNDATION INC 12902 MAGNOLIA DRIVE TAMPA,FL33612 59-3238636	FUNDRAISING	FL	501(C)(3)	LINE 7	H LEE MOFFITT CC&RI INC		No
(2)H LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE INC 12902 MAGNOLIA DRIVE TAMPA,FL33612 59-2451713	PARENT-RESEARCH	FL	501(C)(3)	LINE 7	N/A		No
(3)H LEE MOFFITT CC& RI LIFETIME CANCER SCREENING CENTER INC 12902 MAGNOLIA DRIVE TAMPA,FL33612 59-3238640	PRACTICE MANAGEMENT	FL	501(C)(3)	LINE 10	H LEE MOFFITT CC&RI INC		No
(4)MOFFITT REAL ESTATE HOLDING CORP 12902 MAGNOLIA DRIVE TAMPA,FL33612 92-3387708	HOLDING TITLE	FL	501(C)(2)		H LEE MOFFITT CC&RI INC		No
(5)MOFFITT LIFESCIENCES CAMPUS MANAGEMENT CORPORATION 12902 MAGNOLIA DRIVE TAMPA,FL33612 92-3388291	REAL ESTATE PROPERTY MANAGEMENT	FL	501(C)(3)	LINE 12A, I	H LEE MOFFITT CC&RI INC		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

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	(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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

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?
(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	Yes	No
(1) MOFFITT TECHNOLOGIES CORPORATION 12902 MAGNOLIA DRIVE TAMPA,FL33612 30-0332914	TECHNOLOGY MANAGEMENT	FL	N/A	C					No
(2) PAGONA HEALTH LLC (AS OF 111524) 12902 MAGNOLIA DRIVE TAMPA,FL33612 99-4698652	MEDICAL SERVICES	FL	N/A	C					No

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

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 .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

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)

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)	(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
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

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

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO CONTRIBUTE TO THE PREVENTION AND CURE OF CANCER.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	16
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	16
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	6,726
6	Total number of volunteers (estimate if necessary) .............	6	848
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	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	25,372,698	32,014,184
9	Program service revenue (Part VIII, line 2g) .........	2,238,321,568	2,607,412,487
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	476,446	18,818
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	1,922,813	1,239,036
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	2,266,093,525	2,640,684,525
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	20,656,427	19,081,912
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)	631,063,126	688,267,238
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)....	1,212,230,551	1,479,642,947
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,863,950,104	2,186,992,097
19	Revenue less expenses. Subtract line 18 from line 12.......	402,143,421	453,692,428
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	457,172,681	517,116,702
21	Total liabilities (Part X, line 26).............	129,138,879	145,392,219
22	Net assets or fund balances. Subtract line 21 from line 20.....	328,033,802	371,724,483

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,925,889,821 including grants of $ 19,081,912 ) (Revenue $ 2,607,657,486 )
	H. LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE HOSPITAL, INC. (THE "HOSPITAL") IS LOCATED ON THE CAMPUS OF THE UNIVERSITY OF SOUTH FLORIDA IN TAMPA, FL. SINCE OPENING IN 1986, THE HOSPITAL HAS BEEN GUIDED BY ONE MISSION, "TO CONTRIBUTE TO THE PREVENTION AND CURE OF CANCER." THE CANCER CENTER, WHICH INCLUDES H. LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE, INC. AND ITS SUBSIDIARIES, IS A LEADING NATIONAL CANCER INSTITUTE (NCI) COMPREHENSIVE CANCER CENTER - ONE OF ONLY 49 IN THE NATION TO HOLD THIS DISTINCTION. THE HOSPITAL IS A TOP 10 CANCER HOSPITAL AND HAS BEEN NATIONALLY RANKED BY U.S. NEWS & WORLD REPORT SINCE 1999. WITH MORE THAN 9,000 EMPLOYEES, THE CANCER CENTER HAS AN ECONOMIC IMPACT ON FLORIDA OF $2.5 BILLION. RESEARCH IS CRITICAL TO THE CANCER CENTER'S MISSION.MUCH OF OUR CLINICAL TRIALS AND STUDIES ARE DONE THROUGH COLLABORATION BETWEEN THE CANCER CENTER'S RESEARCHERS AND PHYSICIANS WHO FOCUS ON COMPREHENSIVE CANCER TREATMENT. THE CLINICAL TRIALS AND STUDIES EXPLORE NEW MEDICAL DISCOVERIES OR NEW WAYS TO USE EXISTING TREATMENTS TO IMPROVE PATIENT CARE. EVERY PARTICIPANT HELPS TAKE US ONE STEP CLOSER TO THAT NEXT BIG BREAKTHROUGH IN CANCER TREATMENT. REIMBURSEMENT IS ALSO CRITICAL TO THE HOSPITAL'S OPERATIONS. HOWEVER, THE CANCER CENTER RECOGNIZES ITS RESPONSIBILITY TO PROVIDE SERVICES AND EDUCATION TO THOSE NEEDING SPECIALIZED RESEARCH CAPABILITIES. PATIENTS WHO MEET ITS MEDICAL AND SURGICAL PROTOCOLS AND DO NOT HAVE THE ABILITY TO PAY WILL BE TREATED, IF SUCH PROTOCOLS ARE NOT AVAILABLE IN THEIR COMMUNITY.IT IS THIS COMMITMENT THAT GUIDES THE HOSPITAL TO:1) PROVIDE CARE FOR PATIENTS COVERED BY GOVERNMENTAL PROGRAMS BELOW COST;2) PROVIDE FREE CHARITY CARE FOR THOSE WHO CANNOT PAY;3) PROVIDE ONCOLOGY SPECIALIZATION TO THE STATE OF FLORIDA THROUGH INVOLVEMENT IN INVESTIGATIONAL PROTOCOLS, EDUCATION OF FUTURE PHYSICIANS AND CONTINUING PROFESSIONAL EDUCATION FOR PHYSICIANS AND OTHER ALLIED HEALTH CARE PROFESSIONALS; AND4) TAKE A LEADERSHIP ROLE IN CANCER PREVENTION AND SCREENING ACTIVITIES.THE HOSPITAL IS A CRITICAL RESOURCE FOR THE STATE OF FLORIDA, WHICH RANKS SECOND IN THE NATION IN BOTH CANCER INCIDENCE AND MORTALITY. THE HOSPITAL IS LICENSED FOR 346 BEDS AND DEVOTES MORE THAN 2 MILLION SQUARE FEET TO RESEARCH AND PATIENT CARE. ADDITIONALLY, THE CANCER CENTER PROVIDES A WIDE ARRAY OF OUTREACH AND EDUCATIONAL ACTIVITIES FOR THE GENERAL PUBLIC AND SELECT UNDERSERVED POPULATIONS. IN FISCAL YEAR 2025, THE HOSPITAL RECORDED 31,403 NEW PATIENTS, 713,757 OUTPATIENT VISITS AND 12,558 ADMISSIONS.

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 expenses1,925,889,821

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	6,377,344	7,640,634	2,991,864

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	6,315,851
e	Government grants (contributions)		1e	110,011

f	All other contributions, gifts, grants, and similar amounts not included above		1f	25,588,322

g	Noncash contributions included in lines 1a - 1f:$		1g	587,131

h Total. Add lines 1a-1f.......		32,014,184

		Business Code
2a	NET PATIENT SERVICE REVENUE	900099	2,480,608,740	2,480,608,740
b	SPECIALTY PHARMACY	900099	125,205,582	125,205,582
c	EDUCATION CONFERENCES	900099	769,814	769,814
d	CORE LAB REVENUE	900099	598,033	598,033
e	BMT-NMDP PROGRAM	900099	166,170	166,170
f	All other program service revenue.		64,148	64,148
g	Total. Add lines 2a–2f .....		2,607,412,487

3 Investment income (including dividends, interest, and othersimilar amounts) ......
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	114,209
b	Less: rental expenses	6b	0
c	Rental income or (loss)	6c	114,209
d	Net rental income or (loss).......			114,209			114,209
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a		75,698
b	Less: cost or other basis and sales expenses	7b		56,880
c	Gain or (loss)	7c		18,818
d	Net gain or (loss).........			18,818			18,818
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..

Business Code
11a	REBATES		900099	436,978			436,978
b	INTEREST FROM INS COMPANIES		524114	334,535			334,535
c	MAGNOLIA'S HAIR SALON		900099	244,999			244,999
d	All other revenue ....			108,315			108,315
e	Total. Add lines 11a–11d ......			1,124,827
12	Total revenue. See instructions.....			2,640,684,525	2,607,412,487	0	1,257,854

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	19,081,912	19,081,912
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 ...........	5,393,844	5,084,238	309,606
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........	545,312,268	410,877,828	134,434,440
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	24,074,771	17,752,891	6,321,880
9	Other employee benefits .......	75,094,291	66,353,128	8,741,163
10	Payroll taxes ...........	38,392,064	29,157,288	9,234,776
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	2,518,978		2,518,978
c	Accounting ...........	253,831		253,831
d	Lobbying ...........	339,972		339,972
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)	76,391,253	57,655,806	18,735,447
12	Advertising and promotion ....	13,407,237	10,713	13,396,524
13	Office expenses .......	116,891,548	84,903,970	31,987,578
14	Information technology ......	46,413,784	211,404	46,202,380
15	Royalties ..
16	Occupancy ...........	28,236,804	8,252,884	19,983,920
17	Travel ............	5,549,102	1,819,612	3,729,490
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	471,305	471,305
20	Interest ...........	27,212,968		27,212,968
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	67,887,693	15,354,610	52,533,083
23	Insurance ...	1,856,068		1,856,068
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	MEDICAL SUPPLIES	994,865,775	994,865,775	0
b	ALLOCATION OF INTERCOMP	0	120,806,903	-120,806,903
c	BAD DEBT EXPENSES	27,306,969	27,306,969	0
d	HCCB ASSESSMENT	26,907,632	26,907,632	0
e	All other expenses	43,132,028	39,014,953	4,117,075
25	Total functional expenses. Add lines 1 through 24e	2,186,992,097	1,925,889,821	261,102,276	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).

1	Cash–non-interest-bearing ........			750	1	750
2	Savings and temporary cash investments .........				2
3	Pledges and grants receivable, net ......			29,648,480	3	31,950,377
4	Accounts receivable, net .............			272,309,573	4	327,214,676
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
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
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			53,412,917	8	59,125,702
9	Prepaid expenses and deferred charges ......			10,193,356	9	6,442,662
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	280,750,658
b	Less: accumulated depreciation	10b	229,514,664	54,200,325	10c	51,235,994
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....			11,848,182	12	11,848,182
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			25,559,098	15	29,298,359
16	Total assets. Add lines 1 through 15 (must equal line 33)...			457,172,681	16	517,116,702

17	Accounts payable and accrued expenses .....	81,650,247	17	104,876,075
18	Grants payable ...		18
19	Deferred revenue .........	88,342	19	25,503
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
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	47,400,290	25	40,490,641
26	Total liabilities. Add lines 17 through 25..	129,138,879	26	145,392,219

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	305,090,185	27	348,728,063
28	Net assets with donor restrictions ...........	22,943,617	28	22,996,420
	Organizations that do not follow FASB ASC 958, check here 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 ...........	328,033,802	32	371,724,483
33	Total liabilities and net assets/fund balances ........	457,172,681	33	517,116,702

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No