2024-11-12T11:00:01+00:00 2023-12-31 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2023-01-01 590724462 Winter Haven Hospital Inc WINT 8632931121 200 Avenue F NE Winter Haven FL 33881 Ron Beamon VP, CFO - BayCare Hospital Div 8635338111 2024-11-12 true Brittney Kocaj P01320603 9542028600 2024-11-12 2023 2024-10-15 13:58:12Z Louis Galdieri 2985 Drew Street Clearwater FL 33759 457084382 false X www.baycare.org/hospitals/winter-haven-hospital X 1926 FL To improve the health of all we serve through community-owned health care services that set the standard for high-quality, compassionate care. 14 12 2638 47 430337 0 3415003 4619985 429855715 434505743 2013065 -1884197 3798677 3563234 439082460 440804765 479919 848322 0 215971000 207443663 0 0 239175197 249503099 455626116 457795084 -16543656 -16990319 383948895 382044372 164477645 181506756 219471250 200537616 To improve the health of all we serve through community-owned health care services that set the standard for high-quality, compassionate care. AS a part of BayCare Health System, Winter Haven Hospital is the best place to work, receive and provide care. We are powered by an extraordinary team that delivers quality, drives innovation and embraces inclusivity. false false 398927162 848322 435875838 WINTER HAVEN HOSPITAL, INC. (WHH) IS A FULL-SERVICE 519 BED COMMUNITY HOSPITAL. DURING 2023, WHH PROVIDED INPATIENT CARE TO 18,235 PATIENTS, TREATED 72,279 PATIENTS IN THE EMERGENCY DEPARTMENT, AND DELIVERED 1,645 BABIES. THROUGH EFFORTS OF THE MEDICAL ASSISTANCE PROGRAM AND THE HOSPITAL'S CHARITY CARE PROGRAM, WHH SAW A NET COMMUNITY BENEFIT EXPENSE TOTALING APPROXIMATELY $55.6 MILLION. THE HOSPITAL ALSO PROVIDED OTHER COMMUNITY SERVICES TOTALING $8.5 MILLION. REFER TO SCHEDULE H FOR ADDITIONAL INFORMATION. 398927162 true true false true false false false false false true false true false true true false true false false true false false false false false true true true false true false false false false false false true true false false false false false true false false false true X 0 0 2638 true true true false false false false false false false false false false false X 14 12 true false false false true true true true true false false true true true true true true false false false FL X Janice Polo 7278208021 2985 Drew Street Clearwater FL 33759 CHARLES MCPHERSON TRUSTEE/SECRETARY 1.0 0 X X 0 0 0 CHIP TUCKER TRUSTEE/CHAIR 1.0 0 X X 0 0 0 RICHARD STRAUGHN TRUSTEE/VICE CHAIR 1.0 0 X X 0 0 0 TODD DANTZLER TRUSTEE/TREASURER/PAST CHAIR 1.0 0 X X 0 0 0 AL CASSIDY TRUSTEE 1.0 0 X 0 0 0 ALAN GUSTAFSON TRUSTEE 1.0 0 X 0 0 0 ALEIXO VIEGAS TRUSTEE 1.0 0 X 0 0 0 ANGELA FALCONETTI TRUSTEE 1.0 0 X 0 0 0 CINDY ALEXANDER TRUSTEE 1.0 0 X 0 0 0 CINDY HENRY TRUSTEE 1.0 0 X 0 0 0 DON INGRAM TRUSTEE 1.0 1.0 X 0 0 0 EDGAR WILLARD TRUSTEE 1.0 16.0 X 0 80888 0 MARK BOSTICK TRUSTEE 1.0 0 X 0 0 0 MIKE MAHALAK TRUSTEE 1.0 0 X 0 0 0 LOUIS GALDIERI CHIEF OPERATING OFFICER 5.0 43.0 X 0 1049626 105465 RONALD BEAMON VP, CFO BAYCARE HOSP DIV 1.0 59.0 X 0 675010 113177 MARTA MENDOZA Director Emergency Svcs - WHH 45.0 0 X 168891 0 46282 THOMAS GARTHWAITE PRESIDENT WINTER HAVEN HOSPITAL 30.0 16.0 X 0 462028 101930 DOUGLAS GROCHOLSKE CLINICAL NURSE III 45.0 0 X 229482 0 36870 JENNIFER PARKES CLINICAL NURSE III 45.0 0 X 192337 0 32392 JOHN DAVIDYOCK VP/CHIEF MEDICAL OFFICER - WHH 45.0 0 X 398091 0 113049 LISSA HAYS Director Emergency Trauma Services 45.0 0 X 222181 0 37201 RACHEL WAYMIRE CHIEF MEDICAL PHYSICIST 45.0 0 X 266389 0 47156 CARL TREMONTI FORMER VP, CFO BAYCARE HOSP DIV 0.0 54.0 X 0 761886 68614 CORRINE GRAHAM FORMER KEY EMPLOYEE/DIRECTOR PATIENT SVCS - WHH 45.0 0 X 178189 0 15836 DIANE GIBBS Former Key Employee/DIRECTOR OPERATIONS 45.0 0 X 178413 0 37051 1833974 3029438 755022 244 true true false AYA HEALTHCARE INC 5930 CORNERSTONE CT W 300 SAN DIEGO CA 92121 medical services 22255983 CAPITAL ANESTHESIA SOLUTIONS OF FLORIDA DBA SANDUSKY ANESTHESIA LLC PO BOX 72374 CLEVELAND OH 44192 physician services 8244725 HOSPITAL MEDICINE ASSOCIATES PO BOX 634850 CINCINNATI OH 452604850 medical services 5907728 OB HOSPITALIST GROUP LLC 777 LOWNDES HILL RD BLDG 1 GREENVILLE SC 296072131 medical services 1920804 BAY LINEN INC 11525 47TH ST N CLEARWATER FL 33762 laundry services 1653351 82 2015255 2604730 4619985 Patient Service Revenue 622110 434016031 433632301 383730 RENTAL INCOME FROM AFFILIATES 531190 489712 489712 0 0 0 0 434505743 3491705 3491705 827035 0 827035 0 827035 827035 6407336 4496379 6194594 10085023 212742 -5588644 -5375902 -5375902 MISCELLANEOUS 621000 1416702 1370095 46607 CAFETERIA 722514 1319497 1319497 0 0 0 0 2736199 440804765 435492108 430337 262335 X 848322 848322 215173 215173 175598 175598 177521697 171305298 6216399 5314040 5127785 186255 12621940 12179132 442808 11595215 11176204 419011 74174 74174 198374 198374 88471314 42380993 46090321 0 208266 199766 8500 2320406 2161165 159241 1340615 1002350 338265 8076792 6733157 1343635 220824 171982 48842 2615937 2615937 19717586 19577123 140463 13277979 13277979 MEDICAL SUPPLIES 79265703 79182769 82934 Repairs & Maintenance 9499025 9403975 95050 ASSESSMENTS 5590451 5590451 Bad Debt 142709 142709 18482944 15459294 3023650 0 457795084 398927162 58867922 0 6766 7104 1799049 42765055 49371759 0 0 0 0 16466109 286119 11067253 10865822 2842042 12935438 335330946 172233606 187979507 163097340 92681995 110992948 0 17810487 19335024 6920000 6920000 5409681 6433769 383948895 382044372 22430376 21119525 203899 68031 0 0 433676 341518 141409694 159977682 164477645 181506756 X 211405691 191673264 8065559 8864352 219471250 200537616 383948895 382044372 X -16990319 6672418 -8615733 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 400 false true 35822 36222 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Lines 1b & 1g. Lobbying activities performed by an employee concerning healthcare issues. 1i. Dues were paid to: - American Hospital Association - Florida Hospital Association - Florida Society of Health System Pharmacists - 340B Health - Association of Community Cancer Centers - College of American Pathologists - American College of Radiology These associations use a portion of their respective dues to conduct lobbying activities. 9490000 9490000 212671287 85250337 127420950 111443572 86982226 24461346 1726087 1043 1725044 163097340 Investment in Baycare Purchasing Partners INVESTMENT PREMIER INTEREST IN FOUNDATION NET ASSETS INVESTMENTS Interest in Foundation Net Assets 18885675 F Investments in BPP 449349 F 19335024 ASSET RETIREMENT OBLIGATION 162302 DEFERRED COMPENSATION PLAN 4433170 PENSION OBLIGATION 4036870 Due To Affiliates 144807433 TENANT DEPOSITS 83000 THIRD PARTY SETTLEMENTS 6442330 OTHER LIABILITIES 12577 159977682 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The majority of the affiliates within the Organization are not-for-profit organizations described in Section 501(c)(3) of the Internal Revenue Code and are exempt from federal income taxes on related income pursuant to Section 501(a) of the Internal Revenue Code, and are also exempt from state income taxes. The Organization accounts for uncertainty in income tax positions by applying a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Management has determined that no material unrecognized tax benefits or liabilities exist as of December 31, 2023 or 2022. Central America and the Caribbean 0 0 Investments 10179000 East Asia and the Pacific 0 0 Investments 1296000 Europe (Including Iceland and Greenland) 0 0 Investments 5876000 Europe (Including Iceland and Greenland) 0 0 Investments 30000 Middle East and North Africa 0 0 Investments 127000 North America (Canada & Mexico only) 0 0 Investments 1069000 South America 0 0 Investments 343000 Sub-Saharan Africa 0 0 Investments 15000 South Asia 0 0 Investments 17000 0 0 0 0 0 0 18952000 0 18952000 false false false false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual true true X true X 250 false true true false true true 16565666 4553078 12012588 0.0262 64035913 23009978 41025935 0.0896 3597668 1054110 2543558 0.0056 0 0 84199247 28617166 55582081 0.1215 1713491 1713491 0.0037 4267827 4267827 0.0093 1922637 16104 1906533 0.0042 57985 57985 0.0001 552118 552118 0.0012 0 0 8514058 16104 8497954 0.0186 0 0 92713305 28633270 64080035 0.1400 0 0.0 0 0.0 7452 7452 0.0000 0 0.0 0 0.0 0 0.0 0 0.0 1105 1105 0.0000 0 0.0 0 0 8557 0 8557 0.0000 true 142709 0 69138840 81738833 -12599993 X true true 1 1 WINTER HAVEN HOSPITAL INC 200 AVENUE F NE WINTER HAVEN FL 33881 WWW.BAYCARE.ORG/WHH 3974 X X X X WINTER HAVEN HOSPITAL INC 1 false false true X X X X X X X X X 22 true true true true X https://baycare.org/about-us/community-benefit-and-community-health-needs X https://www.all4healthfl.org X true 22 true https://baycare.org/about-us/community-benefit-and-community-health-needs false true X 250.0 0.0 X X X X X X true true X X X true X https://baycare.org/billing-and-insurance/financial-assistance X https://baycare.org/billing-and-insurance/financial-assistance X https://baycare.org/billing-and-insurance/financial-assistance X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 3E THE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND IDENTIFIED THROUGH THE CHNA. Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - WINTER HAVEN HOSPITAL, INC.. In 2022 Winter Haven Hospital SOLICITed INPUT FROM KEY INFORMANTS, THOSE INDIVIDUALS WHO HAVE A BROAD INTEREST IN THE HEALTH OF THE COMMUNITY, via AN ONLINE KEY INFORMANT SURVey. A LIST OF RECOMMENDED PARTICIPANTS WAS PROVIDED BY WINTER HAVEN HOSPITAL; THIS LIST INCLUDED NAMES AND CONTACT INFORMATION FOR PHYSICIANS, PUBLIC HEALTH REPRESENTATIVES, OTHER HEALTH PROFESSIONALS, SOCIAL SERVICE PROVIDERS, AND A VARIETY OF OTHER COMMUNITY LEADERS. POTENTIAL PARTICIPANTS WERE CHOSEN BECAUSE OF THEIR ABILITY TO IDENTIFY PRIMARY CONCERNS OF THE POPULATIONS WITH WHOM THEY WORK, AS WELL AS OF THE COMMUNITY OVERALL. KEY INFORMANTS WERE CONTACTED BY EMAIL INTRODUCING THE PURPOSE OF THE SURVEY AND PROVIDING A LINK TO TAKE THE SURVEY ONLINE; REMINDER EMAILS WERE SENT AS NEEDED TO INCREASE PARTICIPATION. IN ALL, 100 COMMUNITY STAKEHOLDERS IN THE WINTER HAVEN HOSPITAL SERVICE AREA TOOK PART IN THE ONLINE KEY INFORMANT SURVEY, AS OUTLINED ON APPENDIX E OF THE CHNA. SEVERAL OF THE PARTICIPANTS RESPONDING TO THE SURVEY REPRESENT ORGANIZATIONS WHICH WORK WITH LOW-INCOME, MINORITY OR OTHER MEDICALLY UNDERSERVED POPULATIONS. Additionally, in an effort to ensure the voices of those who are historically underrepresented in our communities were heard, specific focus groups were conducted by engaging individuals from diverse backgrounds including children, older adult populations, Hispanic/LatinX, LGBTQIA+, and Black/African American communities. Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - WINTER HAVEN HOSPITAL, INC.. The Community Health Needs Assessment was conducted with the following hospital facilities: Bartow Regional Medical Center BayCare Alliant Hospital BayCare Hospital Wesley Chapel Mease Countryside Hospital Mease Dunedin Hospital Morton Plant Hospital Morton Plant North Bay Hospital South Florida Baptist Hospital St. Anthony's Hospital St. Joseph's Hospital Bayfront Health St. Petersburg - Orlando Health Johns Hopkins All Children's Hospital Lakeland Regional Medical Center Moffitt Cancer Center Tampa General Hospital AdventHealth Carrollwood AdventHealth Connerton AdventHealth Dade City AdventHealth Heart of Florida AdventHealth Lake Wales AdventHealth North Pinellas AdventHealth Tampa AdventHealth Wesley Chapel AdventHealth Zephyrhills Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - WINTER HAVEN HOSPITAL, INC.. The Community Health Needs Assessment was conducted with the following non-hospital facilities: Florida Department of Health in Hillsborough County Florida Department of Health in Pasco County Florida Department of Health in Pinellas County Florida Department of Health in Polk County Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - WINTER HAVEN HOSPITAL, INC.. Winter Haven Hospital concentrated or will concentrate efforts in the 2023-2025 time period to address the following significant health needs of our community as identified in the 2023-2025 CHNA: * Access to health and social services * Behavioral Health (Mental Health and Substance Use) * Exercise, Nutrition and Weight Winter Haven Hospital's 2023-2025 Implementation plan describes specific activities that were underway to address these significant health needs in the 2023-2025 time period. Although the majority of the overarching goals, objectives and efforts focus on these top three focus areas, Winter Haven Hospital remained committed to supporting positive advancements in addressing diabetes, heart disease and stroke, while addressing the focus area of exercise, nutrition and weight. There were five additional health focus areas identified through the CHNA. These were: * Cancer * Immunization and infectious disease * Maternal, fetal and infant health * Oral health * Respiratory disease These remaining health needs are significant, but they're not directly addressed in 2023-2025 health improvement plan strategies. However, they continued to be impacted through existing hospital strategies for clinical excellence and Winter Haven Hospital partnerships within the community, including the Florida Department of Health and community organizations who may be in a better position to address these health issues. SEE NARRATIVE FOR SCHEDULE H, PART VI, LINE 5 FOR ADDITIONAL DETAIL REGARDING HOW THE HOSPITAL ADDRESSES NEEDS IDENTIFIED IN THE CHNA. Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - WINTER HAVEN HOSPITAL. PATIENTS MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE ON THE BALANCE OWED ON THEIR ACCOUNT IF THE HOSPITAL BILL EXCEEDS 25% OF THEIR ANNUAL INCOME. 5 CENTER FOR BEHAVORIAL HEALTH - POLK COUNTY 1201 FIRST STREET SOUTH WINTER HAVEN FL 33880 OUTPATIENT BEHAVIORAL HEALTH CENTER WHH INFUSION CENTER 200 AVE F NE WINTER HAVEN FL 33881 INFUSION CENTER WHH WOUND CARE 200 Ave F NE WINTER HAVEN FL 33881 URGENT CARE WHH OUTPATIENT REHAB 200 AVE F NE WINTER HAVEN FL 33881 OUTPATIENT REHABILITATION SERVICES CENTER FOR BEHAVIORAL HEALTH - POLK COUNTY 1501 First Street South Winter Haven FL 33880 OUTPATIENT BEHAVIORAL HEALTH CENTER Schedule H, Part VI, Line 7 State filing of community benefit report WINTER HAVEN HOSPITAL OPERATES IN THE STATE OF FLORIDA, WHICH DOES NOT REQUIRE ITS COMMUNITY BENEFIT REPORT TO BE FILED WITH THE STATE GOVERNMENT. THE COMMUNITY BENEFIT REPORT IS PREPARED AND MADE AVAILABLE TO THE PUBLIC. Schedule H, Part VI, Line 5 Promotion of Community Health (continued) Recognition: Winter Haven Hospital recognition: * WHH's Center for Wound Care and Hyperbaric Medicine received Center of Distinction award from Healogics, which provides advanced wound care. * Winter Haven Hospital also attained DNV PSCC Plus stroke certification through 2023. The certification is for organizations who meet the requirements of a primary stroke program and are fully capable of handling thrombectomies. * Winter Haven Women's Hospital holds the coveted Baby-Friendly designation from the World Health Organization and UNICEF. * Winter Haven Hospital improved their Leapfrog grade from a 'B' in Spring of 2023 to an 'A' in Fall of 2023. The Leapfrog Group is a national nonprofit that tracks hospital safety. BayCare recognition includes: * Fortune/PINC AI placed BayCare Health System in the top quartile of large U.S. health systems for clinical outcomes, patient experience, and operational efficiency. * The Leapfrog Group, a non-profit that promotes patient safety, awarded an "A" grade to all 11 BayCare eligible acute care hospitals in fall 2023. That was 1 more "A" grade than was awarded in spring 2023. * BayCare earned 12 Press Ganey Human Experience Awards for extraordinary patient experience based on patient surveys, including three "Pinnacle of Excellence - Patient Experience" awards for achieving the top 5% in patient experience over a three-year period. * BayCare's ambulatory surgery centers were the first in the U.S. to achieve the American Nurses Credentialing Center's Pathway to Excellence designation for superior work environments. They joined BayCare's eligible hospitals in earning the Pathway to Excellence designation in 2023. * In 2023, BayCare received 4 workplace awards: o Fortune Best Workplaces in Health Care & Biopharma (7th year in a row) o Fortune 100 Best Companies to Work ForTM o PEOPLE Companies that Care o Tampa Bay Times Top Workplaces (annually since 2015) Responding to Needs: Winter Haven Hospital and Winter Haven Women's Hospital recognize that Polk County's implementation plans must start with a deep understanding of the issues affecting health and the community resources available to improve related health outcomes. In 2022, BayCare worked alongside other local not-for-profit hospitals and county departments of health as the All4HealthFL Collaborative. The purpose of the All4HealthFL Collaborative is to improve health by leading regional, outcome-driven health initiatives that have been prioritized through community health assessments. The Collaborative came together to conduct the triennial Community Health Needs Assessment (CHNA) to drive the next cycle of CHNA programming. To provide as complete an overview as possible of the health behaviors and perceptions of Polk County residents, a 59-question community survey was developed. The primary purpose of utilizing a community survey was to ensure that the voices of Polk County residents were heard, engaging those most impacted by health issues where they live, work, play and raise families. The survey addressed health and lifestyle behaviors, quality of life and access to care. The community survey used validated and reliable questions obtained from state and national needs assessments, passed a rigorous literacy review and was available in English, Spanish, and Creole. In addition, the All4HealthFL Collaborative engaged a health equity expert to validate the verbiage of survey questions and responses to ensure equity for all respondents. Intentional and strategic outreach was integral in getting a robust and representative response rate. Due to the ongoing COVID-19 pandemic, surveys were primarily deployed electronically, using either a direct link or QR code for easy access. The collaborative was prepared for this and leveraged our partners across the county to ensure that the voices of our residents were heard. Even during the challenges posed by the pandemic, the survey was disseminated in libraries, churches, food pantries and community centers. This strategy allowed for engagement of low-income, minority and medically underserved populations. Through the collaborative's efforts, nearly every zip code in Polk County was represented in the survey collection. A county-wide prioritization meeting was held in the spring of 2022 with community leaders to rank the needs identified in the collected data. Top priority areas identified included Behavioral Health (Mental Health and Substance Use), Access to Health and Social Services, and Exercise, Nutrition and Weight. Winter Haven Hospital and Winter Haven Women's Hospital are committed to providing financial and other support to not-for-profit organizations whose missions are to improve the health and well-being of our community. In 2023, Winter Haven Hospital and Winter Haven Women's Hospital provided funding to community-based organizations including: * The Neighborhood Service Center received $97,000 from Winter Haven Hospital to provide an array of senior day programming, which includes health and wellness classes, and a community food pantry. * The Mission of Winter Haven, which serves individuals and families who are experiencing crisis or homelessness through a variety of wraparound services, was awarded $84,000 from Winter Haven Hospital to support the soup kitchen and food pantry, personal hygiene kits for unhoused community members, and trainings for staff and volunteers on topics including food safety and mental health coaching. * Gospel Inc. provides stable and permanent housing, as well as wraparound social and mental health services, to those who have been chronically unhoused. Winter Haven Hospital awarded Gospel Inc. $31,500 to expand their Wellness Center and food pantry services to Gospel Village residents. Winter Haven Hospital hosts a Cancer Resource Room, which offers support to navigate cancer diagnosis and treatment as well as needs associated with life after remission such as spiritual, emotional, healthy eating and follow-up guidelines. In addition, WHH provided cancer support groups throughout 2023. Winter Haven Hospital supports the Haley Center. The mission of the Haley Center is to provide healthcare to any person or family who reside in Polk County whose income is at or below 200% of the Federal Poverty Guidelines and are not otherwise insured by the government or a private health insurance. The center then seeks to provide a complete medical home to all who meet this requirement. Winter Haven Hospital provides the space for the Haley Center to operate as well as free labs and x-rays. The Center for Behavioral Health (CBH) of Winter Haven Hospital provides professional outpatient behavioral health services to people of all ages. Staff of highly credentialed licensed counselors and psychiatrists and certified mental health professionals provide counseling and treatment services that may include psychiatric diagnosis and evaluation, psychotropic medication management, individual, group and family therapy as well as case management, crisis support and peer support services. The Center for Psychiatry (CFP) of the Winter Haven Hospital provides inpatient psychiatric hospitalization and treatment. Board certified Psychiatrists lead an interdisciplinary treatment team in the provision of comprehensive care. Treatment is recovery focused to engage the person to achieve treatment goals and improve functioning at home and in the community upon discharge. The treatment team addresses psychiatric as well as co-occurring medical and substance use issues that may be affecting the person and ensures that follow up care is arranged prior to discharge. In 2023, the Winter Haven Hospital's Care Coordination Team provided approximately $1.1 million in dedicated time and community benefit services. This program includes pharmacy, transportation, skilled nursing facilities, assisted living facilities and other discharge needs for patients. Many patients are either uninsured, unable to appropriately care for themselves or do not have a caregiver. In 2023 across BayCare, our Financial Assistance team members provided support in overcoming barriers to accessing health care by screening approximately 68,000 patients, completing approximately 21,000 applications for reimbursable programs like Medicaid and another 46,000 charity related applications. Through BayCare's partnership with Uber Technologies, a non-emergency transportation solution is provided for low-income patients across BayCare's four-county service area. In 2023, the program provided 30,002 rides to patients. (Continued) Schedule H, Part VI, Line 5 Promotion of Community Health (continued) For more than 30 years, BayCare's Children's Wellness and Safety Center has been committed to keeping kids and families healthy, safe, and informed through a multifaceted outreach approach focusing on community education, unintentional injury prevention, children's health and wellness, and legislative advocacy. In 2023, the BayCare Wellness and Safety Center educated more than 94,076 children and their families through community programs and events across BayCare's footprint. Recognizing that behavioral health needs among hospital patients are varied and that hospitalization itself is stressful, BayCare hired Behavioral Health Liaisons in many hospitals across our system. The liaison team is comprised of 10 master's level clinicians who provide therapeutic care within acute medical settings. These clinicians provide bedside support to referred patients struggling or in crisis during hospitalization. They facilitate connections between the patient and community-based treatment services prior to discharge and will often coordinate with social workers, care coordinators, nursing, and other providers to address specific patient's psychiatric needs. The liaisons also provide care for our team members. BayCare's Community Health team develops community partnerships with area agencies, providing wellness education and disease prevention screenings directly into area neighborhoods. Community Health participated in 307 events and programs in 2023 and was able to promote better health to more than 4,486 people. BayCare's Healthy Living Coach program provides 6 free clinics/federally qualified health centers located in high-risk neighborhoods within the region. In 2023 BayCare continues to provide funding support for 6 trained Healthy Living Coaches that are responsible for providing in-person, telehealth, and telephonic coaching for those living with diabetes or pre-diabetes. Coaches provide support in decision making, motivation, and resource navigation in managing their diagnosis. Our Faith Community Nurses and Health Ministers work to improve the health of their faith community by encouraging preventive care and referring members to the appropriate health resources. In 2023 across BayCare, our Faith Community Nursing team of 280 nurses and 74 community health promoters had direct contact with 69,900 faith community members and provided 6,100 referrals to local resources. BayCare, as a regional anchor institution, was positioned and committed to developing innovative strategies to address food insecurity. * Partnering with Feeding Tampa Bay, BayCare works to engage patients who are food insecure and connect them with a Healing Bag of 2-3 days of non-perishable food upon discharge. The Healing Bags also contain simple to read resources to assist patients in finding help within their community. In 2023, the project provided over 13,000 Healing Bags to patients. This successful project is the first of its kind regionally and was expanded to our Nursing teams in March 2023 to increase our efforts in screening nearly 100% of our patient population. * In collaboration with Feeding Tampa Bay, BayCare partnered to support 46 food pantries in Hillsborough, Pinellas, Pasco and Polk Counties. A total of 1,435,643 lbs. of food was provided to students and their families through the Feeding Minds School Pantry program supplying over 1 million meals to those in need. BayCare's Clinical Research Operations Teams provide specialized staffing support to Principal Investigators across BayCare Health System in the conduct of clinical research involving human subjects. The primary purpose is to increase access opportunities for participation in clinical research by both clinicians and patients in an effort to provide potentially life-changing care for patients today and to advance the science of medicine for future generations. Cutting-edge inpatient and outpatient studies focus on pharmaceutical and device trials, infectious diseases, and pediatric and adult trials including investigational research in hematology, oncology, cardiology, and tissue banking studies. Volunteer Activities: In 2023, Winter Haven Hospital's 34 volunteers contributed 10,371 hours of volunteer service. Beginning in 1938, the Winter Haven Hospital Auxiliary has found many ways to contribute directly to the welfare of the hospital, its patients, and the community at large. Striving to maintain the highest standards of conduct, the Auxiliary and volunteers provide a healthy, safe, caring environment for staff, visitors, and patients. Our volunteers offer assistance as lobby ambassadors, gift shop clerks, piano players, as well as some providing light clerical support. Team members contributed to the health of the community by: * Raising over $9,000 in financial support and 2,556 lbs. of food in donations to FTB. Combined, this support provided over 71,000 meals to community members in need. *Holding the annual Team Member Giving Campaign. Across the system, team members donated over $580,000 to BayCare hospital foundations and other local charities. Schedule H, Part I, Line 3c Eligibility criteria for free or discounted care PATIENTS WHO ARE UNINSURED OR UNDERINSURED AND CANNOT PAY FOR HOSPITAL SERVICES ARE ELIGIBLE FOR CHARITY CONSIDERATION. THESE PATIENTS ARE SCREENED BY DESIGNATED TEAM MEMBERS IN OUR FINANCIAL ASSISTANCE DEPARTMENT. THE AGENCY FOR HEALTH CARE ADMINISTRATION (AHCA) DEFINES CHARITY ELIGIBILITY AT 200 PERCENT OF THE FEDERAL POVERTY GUIDELINES, UNLESS THE TOTAL HOSPITAL BILL IS MORE THAN 25 PERCENT OF THE PATIENT'S ANNUAL INCOME. MEDICAID RECIPIENTS WHO HAVE EXCEEDED THEIR COVERAGE LIMITS ARE ALSO CONSIDERED FOR CHARITY CARE. WINTER HAVEN HOSPITAL, INC GOES ABOVE AND BEYOND THE AHCA REQUIREMENTS BY PROVIDING ADDITIONAL "HARDSHIP" CHARITY FOR PATIENTS WHO ARE AT 250 PERCENT OF THE FEDERAL POVERTY GUIDELINES. IN ADDITION, AN UNINSURED DISCOUNT OF 40% IS AUTOMATICALLY GIVEN TO ANY PATIENT WHO DOES NOT HAVE INSURANCE COVERAGE OR BENEFITS. THERE IS NO INCOME OR ASSET TEST REQUIRED FOR THE UNINSURED DISCOUNT. PATIENTS RECEIVE AN ADDITIONAL 10% DISCOUNT IF THE ACCOUNT IS PAID WITHIN 30 DAYS. PRESUMPTIVE FINANCIAL ASSISTANCE DECISIONS FOR UNINSURED EMERGENCY ROOM PATIENTS MAY BE DETERMINED BASED ON THIRD PARTY ANALYTICS, USING A CREDIT INQUIRY PROCESS, UNDER THE FOLLOWING CIRCUMSTANCES: *UNINSURED ACCOUNTS OF PATIENTS NOT SEEN BY THE FINANCIAL ASSISTANCE TEAM OR WITHOUT A CURRENT FINANCIAL ASSISTANCE APPLICATION ON FILE *THE REPORTED FEDERAL POVERTY LEVEL (FPL) OF THE PATIENT MEETS THE CRITERIA FOR FINANCIAL ASSISTANCE (250%) Schedule H, Part I, Line 6a Community benefit report prepared by related organization BayCare Health System, Inc. Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 142709 Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance FINANCIAL ASSISTANCE AND MEANS-TESTED GOVERNMENT PROGRAMS COSTS (LINES A THROUGH D) ARE DETERMINED USING OUR COST ACCOUNTING SYSTEM, WHICH CAPTURES ALL INPATIENTS AND OUTPATIENTS, INCLUDING EMERGENCY ROOM PATIENTS. THE SYSTEM ALSO CAPTURES ALL PATIENT PAY TYPES - PRIVATE INSURANCE, MEDICARE, MEDICAID, UNINSURED AND SELF-PAY. THE COSTS HAVE BEEN OFFSET BY ANY PAYMENTS RECEIVED FROM MEDICAID OR ANY OTHER UNCOMPENSATED CARE PROGRAM. OTHER BENEFITS AT COST (LINES E THROUGH J, AS WELL AS AMOUNTS REPORTED IN PART II) WERE COMPILED BY THE COMMUNITY BENEFIT DEPARTMENT USING THE CATHOLIC HEALTH ASSOCIATION GUIDE FOR PLANNING AND REPORTING COMMUNITY BENEFITS. Schedule H, Part II Community Building Activities WINTER HAVEN HOSPITAL SUPPORTS ACTIVITIES THAT PROMOTE THE HEALTH AND WELLBEING OF COMMUNITY MEMBERS. THIS INCLUDES: - FUNDING SUPPORT FOR ORGANIZATIONS THAT ADDRESS THE ROOT CAUSES OF HEALTH AND SAFETY ISSUES AND PROMOTE ECONOMIC STABILITY. - E-RECYCLING COSTS FOR DISPOSABLE ITEMS - TEAM MEMBER TIME DEDICATED TO COMMUNITY DISASTER PREPAREDNESS - PARTICIPATION IN THE GREAT AMERICAN TEACH-IN Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount BAD DEBTS reported in Part III represent charges written off due to demise of the individual prior to the balance being paid in full or financial obligations discharged in bankruptcy. The amount reported is actual and is NOT AN ESTIMATE. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote THE ORGANIZATION'S FINANCIAL STATEMENTS INCLUDE A FOOTNOTE THAT DESCRIBES BAD DEBT EXPENSE ON PAGE 12 OF THE BAYCARE HEALTH SYSTEM, INC. AND AFFILIATES NOTES TO COMBINED FINANCIAL STATEMENTS. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs COST REPORTS WERE USED TO REPORT MEDICARE ALLOWABLE COSTS. MEDICARE DEFINES ALLOWABLE COSTS AS THOSE APPROPRIATE AND HELPFUL IN DEVELOPING AND MAINTAINING THE OPERATION OF PATIENT CARE FACILITIES AND ACTIVITIES. IT SPECIFICALLY EXCLUDES CERTAIN COSTS THAT ARE NOT DIRECTLY RELATED TO PATIENT CARE. THE HOSPITAL INCURS ADDITIONAL EXPENSE RELATED TO THE PROVISION OF CARE TO MEDICARE PATIENTS THAT MEDICARE HAS DEEMED NON-ALLOWABLE. THIS ADDITIONAL EXPENSE INCLUDES COSTS OF PHYSICIAN SERVICES (EMERGENCY ON-CALL FEES, HOSPITALIST PROGRAM, RECRUITMENT, ETC.), ADVERTISING COSTS, CAFETERIA COSTS FOR MEALS SOLD TO VISITORS, ETC. THE HOSPITAL ATTEMPTS TO COLLECT COINSURANCE AND DEDUCTIBLES FROM MEDICARE BENEFICIARIES. TO THE EXTENT COLLECTION EFFORTS ARE UNSUCCESSFUL, MEDICARE REIMBURSES THE HOSPITAL AT 65% OF UNPAID AMOUNTS. ANY SHORTFALL AMOUNTS HAVE NOT BEEN TREATED AS COMMUNITY BENEFIT. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance PATIENTS WHO ARE UNABLE TO PAY ARE ENCOURAGED BY BAYCARE HEALTH SYSTEM REPRESENTATIVES, VIA PERSONAL INTERVIEWS, SIGNAGE ON PATIENT BILLING STATEMENTS, BROCHURES OR CUSTOMER SERVICE PHONE CALLS, TO SUBMIT FINANCIAL INFORMATION TO THE FINANCIAL ASSISTANCE DEPARTMENT TO DETERMINE ELIGIBILITY FOR PROGRAMS, SUCH AS COUNTY, MEDICAID, DISABILITY, VICTIMS OF CRIME, CHARITY, ETC. FOR THOSE PATIENTS WHO PROVIDE ALL THE NECESSARY DOCUMENTATION AND QUALIFY FOR CHARITY ACCORDING TO THE FINANCIAL ASSISTANCE POLICY, (DEFINED IN PART I, LINE 3C), the PATIENT's ACCOUNT BALANCE WOULD BE WRITTEN OFF COMPLETELY TO CHARITY AND NOT BILLED TO THE PATIENT. Since the charity care policy is 100% for patients who are eligible, there is no remaining patient portion; therefore, there would never be a situation where a patient is known to qualify for financial assistance but is experiencing collection actions. Schedule H, Part V, Section B, Line 16a FAP website - WINTER HAVEN HOSPITAL, INC.: Line 16a URL: https://baycare.org/billing-and-insurance/financial-assistance; Schedule H, Part V, Section B, Line 16b FAP Application website - WINTER HAVEN HOSPITAL, INC.: Line 16b URL: https://baycare.org/billing-and-insurance/financial-assistance; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - WINTER HAVEN HOSPITAL, INC.: Line 16c URL: https://baycare.org/billing-and-insurance/financial-assistance; Schedule H, Part VI, Line 2 Needs assessment WINTER HAVEN HOSPITAL, INC IS COMMITTED TO MEETING THE NEEDS OF THE COMMUNITY IT SERVES. OUR QUALITY PHILOSOPHY IS MODELED AROUND UNDERSTANDING OUR CUSTOMERS' NEEDS AND EMPLOYING STRATEGIES TO ADDRESS THOSE NEEDS IN A COMPREHENSIVE MANNER. Winter Haven HOSPITAL, INC ADDRESSES COMMUNITY HEALTH STATUS ASSESSMENTS BY ACCESSING EXISTING THIRD PARTY DATABASES PROFILING HEALTH STATUS INFORMATION FOR GEOGRAPHIES IT SERVES. THE ASSESSMENTS PROVIDE A PROFILE OF HEALTH STATUS INDICATORS IN COMPARISON TO STATE AVERAGES AND, IF AVAILABLE, NATIONAL BENCHMARKS. WINTER HAVEN HOSPITAL, INC recognizes the importance of hearing from those they serve. Along with collecting generally available data, WINTER HAVEN HOSPITAL, INC conducts a community-based survey to allow for community residents' voices to be heard as well as informed decision making related to health priorities. IN ADDITION, WINTER HAVEN HOSPITAL, INC CONDUCTS PHYSICIAN COMMUNITY NEEDS STUDIES THAT OUTLINE PHYSICIAN DEFICITS BY SPECIALTY FOR THE GEOGRAPHIC AREA SERVED. STUDIES ARE ALSO CONDUCTED TO IDENTIFY GAPS IN GEOGRAPHIC ACCESS TO SERVICES SUCH AS PRIMARY CARE, OUTPATIENT SERVICES AND INPATIENT SERVICES. ALL OF THE ABOVE PROCESSES OCCUR ON AN ONGOING BASIS TO ASSIST WINTER HAVEN HOSPITAL, INC IN DEVELOPING INITIATIVES AND PROGRAMS/SERVICES TO ADDRESS IDENTIFIED HEALTH CARE NEEDS IN THE COMMUNITIES IT SERVES. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance WINTER HAVEN HOSPITAL, INC FINANCIAL ASSISTANCE TEAM MEMBERS ARE DEDICATED TO ASSISTING PATIENTS IN OBTAINING ASSISTANCE THROUGH FEDERAL, STATE AND LOCAL GOVERNMENT PROGRAMS OR THROUGH THE BAYCARE HEALTH SYSTEM, INC FINANCIAL ASSISTANCE POLICY. SIGNAGE AND BROCHURES ARE AVAILABLE, AS WELL AS TEAM MEMBERS WHOSE FULL RESPONSIBILITY IS TO ASSIST PATIENTS IN THE EMERGENCY ROOM AND ON INPATIENT UNITS. THE FINANCIAL ASSISTANCE TEAM INTERVIEWS PATIENTS FOR ALL AVAILABLE PROGRAMS, ASSISTS THE PATIENTS IN COMPLETING APPLICATIONS TO GOVERNMENT AGENCIES AND FOR HOSPITAL CHARITY CARE, ADVISES PATIENTS REGARDING AVAILABLE COMMUNITY RESOURCES FOR HEALTH CARE, REVIEWS AND APPROVES PATIENT REQUESTS FOR CHARITY CARE, AND PROVIDES EDUCATION AND SUPPORT TO THE PATIENT THROUGHOUT THE ASSISTANCE PROCESS. IN ADDITION TO THE AFOREMENTIONED COMPREHENSIVE PROCESS, WINTER HAVEN HOSPITAL, INC ALSO INFORMS AND EDUCATES PATIENTS WHO MAY BE BILLED FOR PATIENT CARE, BUT MAY BE ELIGIBLE FOR CHARITY OR OTHER PROGRAMS, VIA PATIENT BILLING STATEMENTS AND CUSTOMER SERVICE REPRESENTATIVE CALLS. THE GOAL IN USING THESE VARIOUS MEANS IS TO EFFECTIVELY COMMUNICATE WITH THE ENTIRE PATIENT POPULATION SO THEY ARE INFORMED AND EDUCATED ABOUT THEIR ELIGIBILITY FOR ASSISTANCE. Schedule H, Part VI, Line 4 Community information Winter Haven Hospital and Winter Haven Women's Hospital are acute care facilities serving parts of Polk and Highlands counties. The average household income of $76,509 in this area is $21,828 less than the state average household income ($98,337) and $32,161 less than the national average household income ($108,670). 11.0% of households have an annual household income below $15,000 per year. The population served is primarily White Non-Hispanic (44.7%); Hispanics are the second largest ethnic group representing 34.6% of the population and 15.1% are Black Non-Hispanic. 85.2 % of the population are high school graduates or higher educated. Winter Haven Hospitals are part of BayCare Health System that serves west central Florida. The area served by Winter Haven Hospitals has 6 acute care hospitals, 5 are not-for-profit and 1 is for-profit. There are 2 federally designated medically underserved areas/populations in the Winter Haven Hospitals service area. The service area served by Winter Haven Hospitals is expected to grow 9.9% in population over the next 5 years. This is higher than the expected growth rate of 5.3% for Florida and 2.4% for the United States. The over 65 population is expected to grow 16.9% in the next five years. Based on Florida inpatient discharge data for the period of 10/01/22 - 9/30/23, the payer mix for the Winter Haven Hospitals service area consists of 48.6% Medicare/Medicare HMO, 18.4% Medicaid/Medicaid HMO, 21.4% Commercial Insurance, 5.9% Self pay/Non-Pay, and 5.7% Other. Schedule H, Part VI, Line 5 Promotion of community health Our mission at Winter Haven Hospital as part of BayCare Health System is to improve the health of all we serve through community-owned services that set the standard for high-quality compassionate care. By focusing on education and prevention, we strive to create a healthier community and lower health care expenditures. Winter Haven Hospital, Inc., located in Winter Haven, Florida, includes an acute care hospital and an obstetric/gynecological specialty hospital, respectively referred to as Winter Haven Hospital and Winter Haven Women's Hospital. Winter Haven Hospital (WHH) was established in 1926, and today concentrates in the treatment of heart disease, behavioral health, cancer, stroke, and orthopedic conditions. The hospital also provides emergency care, outpatient diabetes education; endoscopy and surgical services; cardiac, neurological, orthopedic, and pulmonary rehabilitation; bariatrics and imaging services. Winter Haven Women's Hospital (WHWH), built in 1987 and located approximately 1.5 miles south of WHH, includes a level II neonatal intensive care unit and an outpatient breast and imaging center. Services include on-site continuous obstetric coverage, maternal fetal medicine appointments, urgent care and lactation consultations. A majority of the organization's governing body is comprised of persons who reside in the organization's primary service area who are neither employees nor independent contractors of the organization, nor family members thereof. The organization extends medical staff privileges to all qualified physicians in its community for some or all of its departments or specialties. The organization uses surplus funds for improvements in facilities and equipment, patient care, medical training, education, and research. Community Involvement: WHH involves community members as an essential component of its Board of Trustees. The trustees donate their time, talents and support; assist with policy formulation, decision making and oversight. WHH is a member of the Central Florida Economic Development Council, Main Street Winter Haven, the Winter Haven Chamber of Commerce and the Northeast Polk Chamber of Commerce. Conduit for Using Donated Funds: BayCare has received funding from Allegany Franciscan Ministries to provide capacity and support to our Faith Community Nursing program to reduce unnecessary hospital utilization and improve health outcomes for participants. Funding of $90,000 awarded in 2023 supports this work across BayCare Health System. BayCare has also received funding from Allegany Franciscan Ministries to provide assistance to those who face financial barriers in getting their needed prescription medications. Medication assistance coordinators work with patients to determine if there are vouchers available or work with the patient's doctor to see if a more cost effective, alternative medication is available. Annual funding of $50,000 provides support for this program across BayCare Health System. BayCare has received funding from Allegany Franciscan Ministries to support Hope Health. Hope Health is co-located on the grounds of Pinellas Hope, an outdoor homeless community managed by the Catholic Charities Diocese of St. Petersburg. Part of Hope Health is the Medical Respite Program (MRP), a 10-unit, safe, secure place for continued recuperation after an acute hospital encounter for patients with no permanent or transitional housing available at discharge. MRP enables homeless patients an opportunity to heal and recover while providing continued wound care, IV antibiotics, assistance with medication management, and scheduling and attending medical follow-up appointments. Funding of $60,000 awarded in 2023 supports this work. The Florida Department of Health provides funding support for the Gettin' REAL program that employs a comprehensive, collaborative community-based approach to address disparities in the health outcomes of minority populations related to diabetes and cardiovascular disease across Pinellas, Hillsborough, Pasco, and Polk Counties. In 2023, through funding support, BayCare provided screenings to 2,108 individuals, and made 2,071 referrals to lifestyle-change programs (Get into Fitness Today, National Diabetes Prevention Program, Diabetes Education Empowerment Program, and the FL Tobacco Quitline), food insecurity services, and instructor-led physical activity to achieve the best possible results for the most vulnerable. Special services for adults and their families throughout Polk, Highlands and Hardee counties are provided through contracts with the state of Florida's Department of Children and Families and the Polk County Indigent HealthCare Division. These services are designed to provide assistance and stability to families. These special programs include Helping Families Succeed (HFS) and Specialized Community Care Team (SCCT). The SCCT is for adults with mental health difficulties that affect their daily functioning. Services provided are at-home therapy, medication management, and resource referrals to help the patient attain wellness, resiliency and self-sufficiency. Children with emotional issues in Polk County public schools have access to on site mental health consultation and counseling services from our professional staff. These services are made available through a contract with the Polk County School Board. Included are children from pre-school age through high school. Additionally, through specialty contracts our trained pre-school specialists provide on-site counseling and consultation to assist in the developmental and emotional needs for young children in pre-school head start centers and migrant head start centers. Economic Impact: There are 2,220 extraordinary WHH team members and 672 physicians, who together bring the WHH mission to life. By inviting the next generation of health care workers to learn from the skill and expertise of our current team members, Winter Haven Hospital provides valuable benefit to the community. Student clinical experiences allow health care students opportunities to learn skills and knowledge necessary to function in acute care facilities and gain competence in clinical techniques. In total, nearly $4 million in staff time for nurses, dietitians, lab technologists and other clinical providers was used to educate these future health care providers about many aspects of patient care, in addition to resident and intern stipends. In addition, WHH provides an ASHP-accredited pharmacy residency program. The 12-month training allows four residents per year to collaborate with medical staff, work with patients and partner with nursing. WHH clinical pharmacists have helped prepare graduates for practice in diverse clinical settings, become board-certified, and to continue training in a second-year program. Winter Haven Hospital formally contracted with Florida State University in 2017 to begin offering Graduate Medical Education for family health physicians. The program provides additional health access in our community and helps recruit family health physicians to practice in the area. This was in direct response to health disparities in the WHH service area. Good Neighbors: In 2023, Winter Haven Hospital provided over $20,000 in financial support to community not-for-profit organizations serving those disadvantaged across the community through sponsorship funds. (Continued) Schedule H, Part VI, Line 6 Affiliated health care system BayCare Health System, headquartered in Clearwater, Florida, is the leading, not-for-profit health care system that connects individuals and families to a wide range of services at 16 hospitals and hundreds of other convenient locations throughout West Central Florida, including Tampa Bay. Inpatient and outpatient services include acute care, primary care, imaging, laboratory, surgery centers, wellness centers, behavioral health, home care and urgent care. BayCare's 2023 Report to the Community can be viewed at BayCare.org/Annual-Report. BayCare's 16 hospitals are Bartow Regional Medical Center, BayCare Alliant, BayCare Hospital Wesley Chapel, Mease Countryside, Mease Dunedin, Morton Plant, Morton Plant North Bay, St. Anthony's, St. Joseph's, St. Joseph's Children's, St. Joseph's Women's, St. Joseph's-North, St. Joseph's-South, South Florida Baptist, Winter Haven and Winter Haven Women's. (In certain cases, hospital locations with the same tax identification and state license number are listed as one facility on Form 990, Schedule H, consistent with IRS reporting guidelines.) In March 2023, BayCare opened its 16th hospital, BayCare Hospital Wesley Chapel, to serve a rapidly growing area of Pasco County on Florida's gulf coast. BayCare also continued construction of a replacement hospital for South Florida Baptist Hospital in Plant City, with an expected opening in 2024, and announced plans to build a new hospital for St. Joseph's Children's Hospital in Tampa. In April 2023, BayCare made its first move into Manatee County with the opening of a primary care medical office. BayCare is working on plans to build Manatee's first not-for-profit hospital, with a projected opening in 2027. BayCare was founded in 1997 after leaders of several of the area's independent, not-for-profit hospitals began discussing ways to ensure that high-quality, not-for-profit health care would remain a viable option for the Tampa Bay community for decades to come. The founding hospitals agreed to sacrifice some of their autonomy to be operated by a new entity, BayCare Health System. With $5.5 billion in operating revenue in 2023, BayCare is now a fully integrated health system dedicated to providing high-quality, compassionate care to all we serve, regardless of their ability to pay. In 2023, BayCare had 4,004 hospital beds, 18 urgent care centers, 4 surgery centers, 15 outpatient imaging facilities, 185 physician practice locations and 20 behavioral health practice locations. BayCare annually generates $10 billion in economic impact in the region and state. BayCare is one of the largest employers in the Tampa Bay area, with 31,993 team members. During 2023, BayCare provided $766 million in benefits for its employees, including $238 million in retirement savings, $208 million in medical insurance, $193 million in paid time off and $70 million in education assistance. In 2023, BayCare was ranked in the top quartile of large U.S. health systems by Fortune/PINC AI based on clinical outcomes, operational efficiency and patient experience. In addition, all 11 of BayCare's eligible acute care hospitals received "A" grades on patient safety from The Leapfrog Group in fall 2023; BayCare hospitals earned numerous five-star ratings on clinical outcomes from Healthgrades; and BayCare earned 12 Press Ganey awards for extraordinary patient experience based on patient surveys. In the area of workplace honors, BayCare was named to two prestigious national lists: Fortune Best Workplaces in Health Care and PEOPLE Companies that Care. BayCare also made the 2023 Top Workplaces list of the Tampa Bay Times newspaper, an achievement annually since 2015. In 2023, BayCare provided $557 million in total Community Benefit, including $399 million in Medicaid and other income-based programs, $81 million in traditional charity care and $77 million in unbilled community services, all measured in unreimbursed costs. Addressing hunger has been a vital mission for BayCare since 2019, when a Community Health Needs Assessment identified food insecurity as one of the top issues in the Tampa Bay and West Central Florida regions. After a second needs survey in 2022 established that food insecurity was still a pressing issue, BayCare expanded its efforts. During 2023, BayCare contributed major financial support to 42 school-based food pantries operated by BayCare partner Feeding Tampa Bay, providing free food to students, their families and others who live near each school. The pantries served 30,000 households during 2023. BayCare also asks all patients admitted to its 16 hospitals if they are food insecure and offers a "Healing Bag" upon discharge to anyone who answers "yes." The bags contain two to three days of nonperishable food, plus information about food resources near their homes. More than 13,000 Healing Bags were distributed during 2023. Also in 2023, BayCare stepped up on another issue of great concern across Florida and the nation: children's mental health. BayCare brought to the Tampa Bay region "On Our Sleeves," a national movement to address the mental health needs of children. BayCare is making a $250,000 annual investment so parents and caregivers can utilize the program's tools and resources. Twenty-six years after BayCare was created, it is achieving the goal of its founders to preserve access to not-for-profit health care for the communities of Tampa Bay and West Central Florida, and it is fulfilling its Mission as an organization to "improve the health of all we serve through community-owned services that set the standard for high-quality, compassionate care." true Tri-County Human Services Inc 1815 Crystal Lake Dr Lakeland FL 33801 591708182 501(C)(3) 137699 Behavioral Health The Mission of Winter Haven 180 E Central Ave Winter Haven FL 33880 591719255 501(C)(3) 78884 Access to Health and Social Services YMCA of the Suncoast Inc 8411 Photonics Dr Trinity FL 34655 590810731 501(C)(3) 12850 Exercise, Nutrition and Weight Tampa Bay Thrives 1002B S Church Street PO Box 18051 Tampa FL 33679 843036723 501(C)(3) 35076 Behavioral Health FEEDING AMERICA TAMPA Bay 4702 Transport Dr 6 Tampa FL 33605 592116576 501(C)(3) 156057 Food Insecurity NEIGHBORHOOD SERVICE Center Inc 608 Ave S NE Winter Haven FL 33881 591363593 501(C)(3) 126468 Access to Health and Social Services Gospel Inc PO Box 3278 Lakeland FL 33802 900771464 501(C)(3) 31500 Access to Health and Social Services Salvation Army 1424 Northeast Expressway Atlanta GA 30329 580660607 501(C)(3) 74790 Behavioral Health Florida Harm Reduction Collective Inc 1525 16th St S St Petersburg FL 33705 863321717 501(C)(3) 15237 Behavioral Health Winter Haven Hospital Foundation 200 Ave F NE Winter Haven FL 33881 030406130 501(C)(3) 16450 Winter Haven Hospital Foundation Gala Florida Southern College 111 Lake Hollingsworth Dr Lakeland FL 33801 590624401 501(C)(3) 90000 Line Fund Grant-Baycare Fellow Program Polk State College Foundation 999 Ave H NE Winter Haven FL 33881 591819213 501(C)(3) 15000 Nursing Education Line Fund Contribution Nationwide Childrens Hospital 700 Childrens Dr Columbus OH 43205 314379441 501(C)(3) 27500 On our Sleeves Program Wheelchairs 4 Kids 200 S Pinellas Ave Suite 3 Tarpon Springs FL 34689 451308941 501(C)(3) 5934 to support the purchase of chairs or adaptable equipment for children 14 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. WINTER HAVEN HOSPITAL, INC. CONTRIBUTES TO ORGANIZATIONS THAT ARE IN ALIGNMENT WITH OUR MISSION. WE STRIVE TO ENSURE THAT CONTRIBUTIONS ARE MADE TO ORGANIZATIONS THAT IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. TYPICALLY, MEMBERS OF MANAGEMENT ARE INVOLVED WITH THESE ORGANIZATIONS AND MONITOR THE BENEFITS OUR LOCAL COMMUNITY RECEIVES FROM THESE CONTRIBUTIONS. false true false false false false false false false CARL TREMONTI FORMER VP, CFO BAYCARE HOSP DIV 0 444831 0 158167 0 158887 0 54411 0 14203 0 830500 0 0 RONALD BEAMON VP, CFO BAYCARE HOSP DIV 0 417337 0 149228 0 108445 0 72236 0 40941 0 788187 0 0 LOUIS GALDIERI CHIEF OPERATING OFFICER 0 618793 0 231204 0 199629 0 65422 0 40043 0 1155091 0 0 DIANE GIBBS Former Key Employee/DIRECTOR OPERATIONS 154090 0 20040 0 4283 0 8622 0 28429 0 215464 0 0 0 CORRINE GRAHAM FORMER KEY EMPLOYEE/DIRECTOR PATIENT SVCS - WHH 150739 0 19566 0 7884 0 8245 0 7591 0 194025 0 0 0 MARTA MENDOZA Director Emergency Svcs - WHH 142481 0 19139 0 7272 0 8553 0 37729 0 215173 0 0 0 THOMAS GARTHWAITE PRESIDENT WINTER HAVEN HOSPITAL 0 288306 0 84472 0 89250 0 57853 0 44077 0 563958 0 0 JOHN DAVIDYOCK VP/CHIEF MEDICAL OFFICER - WHH 176737 0 150994 0 70360 0 91498 0 21551 0 511141 0 0 0 DOUGLAS GROCHOLSKE CLINICAL NURSE III 221105 0 370 0 8007 0 11796 0 25074 0 266352 0 0 0 LISSA HAYS Director Emergency Trauma Services 190556 0 26483 0 5142 0 10454 0 26747 0 259382 0 0 0 JENNIFER PARKES CLINICAL NURSE III 184915 0 1475 0 5947 0 9734 0 22657 0 224729 0 0 0 RACHEL WAYMIRE CHIEF MEDICAL PHYSICIST 255354 0 10000 0 1036 0 8368 0 38789 0 313545 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation The filing organization does not use any of the options listed in Schedule J, Part I, Line 3 to establish the compensation of the CEO/Executive Director. However, the related organization, BayCare Health System Inc, uses Compensation committee, Independent compensation consultant, Written employment contract, Compensation survey or study and Approval by the board or compensation committee as a means to establish compensation of the CEO (or COO) of the filing organization. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan BayCare Health System provides two nonqualified deferred compensation plans to executive level employees: Executive Nonqualified Defined Contribution Plan The plan provides for annual credits of a specified percentage of an eligible participant's eligible compensation paid in a plan year and interest credits. Plan participants vest in increasing percentages based on years of service. Further, a participant shall become fully vested upon the participant's death, total and permanent disability or due to involuntary separation of employment other than for cause, or upon reaching retirement age. Payments made during employment are made for required tax withholding and reduce the participant's account balance. Distribution of the vested account balance occurs upon termination of employment. The plan is frozen for the participants hired after 1.1.2018. Supplemental Executive Retirement Plan The plan provides for annual credits to the participant's company contribution account of a specified percentage of an eligible participant's eligible compensation paid in a plan year and investment income credits. Plan participants vest on January 1 of the fifth Plan Year following the Plan Year for which the contribution was made. Further, a participant shall become fully vested upon the participant's death, total and permanent disability or due to involuntary separation of employment other than for cause, or upon reaching retirement age. Distribution of the vested amounts shall be made no later than the earlier of 90 days following the date the amounts become vested or the March 15th following the Plan Year in which the participant became vested. Amounts accrued, vested and distributed for plan participants are provided below. Carl Tremonti - Participated in a supplemental nonqualified deferred compensation plan. He had $73,104 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $28,767 in 2023. Ronald Beamon - Participated in a supplemental nonqualified deferred compensation plan. He had $33,829 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. He had $55,736 of nonvested benefits accrue during 2023. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $33,829 in 2023. John Davidyock - Participated in a supplemental nonqualified deferred compensation plan. He had $49,439 of nonvested benefits accrue during 2023. This amount is included in Part II (C) Retirement and other deferred compensation. Louis Galdieri - Participated in a supplemental nonqualified deferred compensation plan. He had $94,898 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $37,342 in 2023. Thomas Garthwaite - Participated in a supplemental nonqualified deferred compensation plan. He had $35,406 of nonvested benefits accrue during 2023. This amount is included in Part II (C) Retirement and other deferred compensation. EMILY NICHOLS FAMILY MEMBER OF CHIP TUCKER 73421 EMILY NICHOLS IS A FAMILY MEMBER OF CHIP TUCKER, A DIRECTOR OF THE FILING ORGANIZATION. EMILY NICHOLS WAS PAID REASONABLE COMPENSATION AS AN EMPLOYEE OF THE FILING ORGANIZATION. false Tucker Carpets II LLC cleaning services 102177 Chip Tucker is a director of the filing organization and an officer/owner of Tucker Carpets II, LLC, which was paid fair market value for cleaning services. false Form 990, Part V, Line 1a Number in Box 3 of Form 1096 THE TOTAL NUMBER FROM BOX 3 OF FORM 1096 IS REPORTED BY BAYCARE HEALTH SYSTEM, INC, EIN 59-2796965, A RELATED ORGANIZATION THAT PROCESSES FORMS 1099 FOR ITS AFFILIATES. SUCH REPORTING ALIGNS THE FORM 1096, BOX 3 REPORTING TO THE ISSUING EIN. Form 990, Part VI, Line 15a Process for determining compensation THE FILING ORGANIZATION DOES NOT DIRECTLY COMPENSATE SOME OF ITS TOP MANAGEMENT EMPLOYEES; RATHER COMPENSATION IS PAID BY A RELATED ORGANIZATION THAT FOLLOWS THE COMPENSATION POLICY OF THE INDEPENDENT COMPENSATION COMMITTEE, APPOINTED BY THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE'S PURPOSE IS TO PROVIDE OVERSIGHT FOR THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM, REVIEW AND APPROVE COMPENSATION AND BENEFITS FOR ALL "DISQUALIFIED PERSONS" SUBJECT TO THE INTERMEDIATE SANCTIONS REGULATIONS ISSUED UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE (INCLUDING THE CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICERs & CHIEF FINANCIAL OFFICER, OTHER SYSTEM AND ENTITY EXECUTIVES, AND OTHER DISQUALIFIED PERSONS AS DEFINED IN THE INTERMEDIATE SANCTIONS REGULATIONS; I.E., VOTING MEMBERS OF THE GOVERNING BODY, FAMILY MEMBERS, FORMER OFFICERS), AND ESTABLISH THE COMPENSATION PHILOSOPHY FOR ALL OTHER EXECUTIVES. THIS COMMITTEE ENGAGES NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS TO ASSIST THEM IN REVIEW OF EXECUTIVE COMPENSATION. THE COMPENSATION CONSULTANTS PROVIDE A REVIEW OF EACH VICE PRESIDENT AND ABOVE IN THE SYSTEM TO DETERMINE IF THAT EMPLOYEE'S COMPENSATION IS REASONABLE WHEN COMPARED AGAINST MARKET STANDARDS. THE DATA REVIEWED COMES FROM COMPENSATION STUDIES THAT INCLUDE COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE ORGANIZATION KEEPS CONTEMPORANEOUS MINUTES OF THE COMPENSATION COMMITTEE MEETINGS AND DECISIONS. EXTERNAL CONSULTANTS REVIEW COMPENSATION EVERY OTHER YEAR, THE LAST REVIEW OCCURING IN 2023, BUT THE COMPENSATION COMMITTEE REGULARLY MONITORS COMPENSATION AND ALL OTHER PROCEDURES ARE FOLLOWED ANNUALLY. Form 990, Part VI, Line 15b Process for determining compensation SEE NARRATIVE FOR PART VI, LINE 15A Form 990, Part VI, Line 1a Delegate broad authority to a committee The organization has committees with authority to make decisions and/or act in regard to specific matters. The composition and scope of authority for any such committees are described in the organization's governing documents. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Mark Bostick, Richard Straughn, Don Ingram - Business relationship, Charles McPherson, Chip Tucker, Richard Straughn, Todd Dantzler - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders THE CORPORATION SHALL HAVE ONE MEMBER WHICH SHALL BE BAYCARE HEALTH SYSTEM, INC. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The majority of the VOTING TRUSTEES of the board are appointed by the sole member, BayCare Health System. In order to be elected as a member of the Board of Trustees, an individual must have demonstrated business or civic leadership with consideration for diversity and individual training or expertise. An individual must be at least twenty-one (21) years of age to be eligible for nomination and election to the Board of Trustees of the Corporation. There shall at no time be more than one member of the Board connected with any kind of public or political office. No member of the Circuit or Appellate Judiciary, however, shall be deemed to be a holder of public or political office. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE SOLE MEMBER SHALL HAVE THE RIGHT TO MAKE ALL DECISIONS REGARDING THE GOVERNANCE, STRATEGY, FINANCES AND OPERATIONS OF THE CORPORATION, INCLUDING, WITHOUT LIMITATION, THE EXCLUSIVE AUTHORITY TO AUTHORIZE, APPROVE, AND/OR PERFORM THE FOLLOWING: (A)THE APPROVAL OF THE CORPORATION'S STRATEGIC PLAN, OPERATING BUDGETS AND CAPITAL BUDGETS; (B)THE APPROVAL OF THE CORPORATION'S PHILOSOPHY, MISSION STATEMENT AND PURPOSES; (C)THE ADDITION, DELETION OR RECONFIGURATION OF THE SERVICES AMONG THE CORPORATION AND ITS AFFILIATES; (D)THE ESTABLISHMENT OF THE FEES AND CHARGES ON BEHALF OF THE CORPORATION; (F)THE APPROVAL OF NON-BUDGETED EXPENDITURES AND INCURRENCE OF INDEBTEDNESS ABOVE LIMITS APPROVED BY THE SOLE MEMBER'S GOVERNING BOARD FROM TIME TO TIME; (G)THE HIRING, FIRING, DISCIPLINE AND DISCHARGE OF THE CORPORATION'S PRESIDENT; (H)THE PURCHASE, SALE, TRANSFER, LEASE, LOAN, OR OTHER ENCUMBRANCE OF THE CORPORATION'S ASSETS ABOVE A CERTAIN THRESHOLD APPROVED BY THE SOLE MEMBER'S GOVERNING BOARD FROM TIME TO TIME; (I)THE TERMINATION OR MATERIAL MODIFICATION OF THE BOSTICK HEART CENTER, CASSITY CANCER CENTER, OR THE CENTER FOR ROBOTIC SURGERY AFTER THE SEVENTH ANNIVERSARY OF THE EFFECTIVE DATE OF THESE AMENDED AND RESTATED BYLAWS; (J)AMENDMENT OF THE BYLAWS AND THE CORPORATIONS ARTICLES OF INCORPORATION; (K)THE FILING OF A VOLUNTARY PETITION IN BANKRUPTCY OR OTHER APPLICATION FOR JUDICIAL RELIEF FROM THE CREDITORS OF THE CORPORATION; AND (L)THE DEVELOPMENT OR ACQUISITION OF NEW FACILITIES AND/OR THE CLOSURE OR RELOCATION OF ANY FACILITY OPERATED BY THE CORPORATION. Form 990, Part VI, Line 11b Review of form 990 by governing body The form 990 is prepared by the organization and reviewed by the CFO as well as the organization's paid preparer. Prior to filing with the IRS, a final copy of the form 990 is made available to the entire Board. Form 990, Part VI, Line 12c Conflict of interest policy WINTER HAVEN HOSPITAL, INC HAS TWO SEPARATE CONFLICT OF INTEREST PROCEDURES; ONE THAT RELATES TO BOARD MEMBERS AND ANOTHER THAT RELATES TO NON-BOARD MEMBER EMPLOYEES. BOTH GROUPS ARE REQUIRED ON AN ANNUAL BASIS TO COMPLETE, SIGN AND FILE AN ANNUAL DISCLOSURE STATEMENT DETAILING EXISTING OR POTENTIAL CONFLICTS OF INTEREST. DISCLOSURE REQUIREMENTS OF BOARD AND COMMITTEE MEMBERS PRIOR TO ANY AND ALL BOARD OR COMMITTEE MEETINGS, EACH BOARD/COMMITTEE MEMBER SHALL REVIEW THE MEETING AGENDA FOR ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. IN THE EVENT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST ASSOCIATED WITH ANY AGENDA ITEM IS CONCLUDED BY A BOARD/COMMITTEE MEMBER AFTER SUCH REVIEW, THE IMPACTED BOARD/COMMITTEE MEMBER SHALL INFORM THE BOARD/COMMITTEE CHAIRPERSON OF THE CONFLICT IN ADVANCE OF THE MEETING. REQUIRED ACTION AFTER DISCLOSURE OF THE BOARD/COMMITTEE MEMBER'S ACTUAL OR POTENTIAL CONFLICT TO THE BOARD/COMMITTEE CHAIRPERSON AS SET FORTH ABOVE, THE FOLLOWING PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST WILL BE ADHERED TO BY EACH BOARD AND ALL COMMITTEES WITHOUT EXCEPTION: 1. THE BOARD/COMMITTEE CHAIRPERSON SHALL, UPON DISCLOSURE BY AN IMPACTED BOARD/COMMITTEE MEMBER, HAVE THE DISCRETION (BASED UPON THE SEVERITY OF THE ACTUAL OR POTENTIAL CONFLICT) TO EXCUSE THE IMPACTED BOARD/COMMITTEE MEMBER FROM THE BOARD/COMMITTEE DISCUSSIONS ON THAT AGENDA ITEM. 2. REGARDLESS OF WHETHER THE IMPACTED BOARD/COMMITTEE MEMBER IS ASKED TO LEAVE THE ROOM DURING THE AGENDA ITEM DISCUSSION, THE BOARD/COMMITTEE CHAIRPERSON SHALL NOTIFY ALL BOARD/COMMITTEE MEMBERS OF THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST SO EVERYONE IS AWARE OF THE SAID CONFLICT BEFORE ANY DISCUSSIONS AND/OR VOTE ON THE MATTER. 3. THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE BAYCARE ENTITY CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM AN INDIVIDUAL OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. 4. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY AVAILABLE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE BAYCARE ENTITY'S BEST INTEREST AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO BAYCARE. AN INTERESTED BOARD/COMMITTEE member SHALL NOT VOTE, PARTICIPATE IN, INFLUENCE, OR ATTEMPT TO INFLUENCE ANY DETERMINATION OR PROCEEDINGS. AS REQUESTED BY THE BOARD/COMMITTEE CHAIRPERSON, THE INTERESTED BOARD/COMMITTEE MEMBER MAY, HOWEVER, RESPOND TO QUESTIONS POSED BY THE BOARD/COMMITTEE REGARDING THE CONTRACT OR TRANSACTION. ANY SUCH CONTRACT OR TRANSACTION MUST BE AUTHORIZED BY A VOTE OF AT LEAST TWO-THIRDS (2/3) OF THE BOARD/COMMITTEE MEMBERS ENTITLED TO VOTE AT A MEETING AT WHICH A QUORUM WAS PRESENT. ANY INTERESTED BOARD/COMMITTEE MEMBER MAY NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM. 5. THE MINUTES OF THE BOARD AND ALL COMMITTEES SHALL REFLECT THE FOLLOWING: A. THE NAME(S) OF THE BOARD/COMMITTEE MEMBER(S) WHO DISCLOSED OR WAS OTHERWISE FOUND TO HAVE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE ACTUAL OR POSSIBLE CONFLICT OF INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOARD/COMMITTEE CHAIRPERSON'S DECISION AS TO WHETHER A CONFLICT OF INTEREST, IN FACT, EXISTED. B. THE NAMES OF THE BOARD/COMMITTEE MEMBERS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN ON THE SUBJECT AT ISSUE. C. THE INTERESTED BOARD/COMMITTEE MEMBER'S REMOVAL FROM THE ROOM (IF REQUESTED BY THE CHAIRPERSON), EXCLUSION FROM VOTING AND PARTICIPATION IN DISCUSSIONS, AND THE EXISTENCE OF A PROPER QUORUM. FOR EMPLOYEES, THE REVIEW OF CONFLICTS OF INTEREST OR POTENTIAL CONFLICTS GOES TO THE CONFLICT OF INTEREST DETERMINATION COMMITTEE. THIS COMMITTEE CONSISTS OF THE BAYCARE CHIEF COMPLIANCE OFFICER, THE CORPORATE RESPONSIBILITY OFFICERS, AND THE BAYCARE CHIEF TEAM RESOURCES OFFICER. THIS COMMITTEE SHALL DETERMINE IF AN ACTUAL CONFLICT EXISTS AND ANY ACTION REQUIRED TO ADDRESS THE CONFLICT OF INTEREST SITUATION. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF ITS AFFILIATE, BAYCARE HEALTH SYSTEM, INC. THE CONSOLIDATED FINANCIAL STATEMENTS OF BAYCARE HEALTH SYSTEM, INC. ARE AVAILABLE THROUGH EMMA FOR BOND INVESTORS. THE ORGANIZATION'S ARTICLES OF INCORPORATION AND AMENDMENTS THERETO ARE MADE AVAILABLE TO THE PUBLIC BY THE FILING OF THOSE DOCUMENTS WITH THE FLORIDA DEPARTMENT OF STATE AND CAN BE LOCATED AT SUNBIZ.ORG. THE ORGANIZATION'S OTHER GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. Form 990, Part IX, Line 11g Other Fees MANAGEMENT FEE ALLOCATION - Total Expense: 45541979, Program Service Expense: , Management and General Expenses: 45541979, Fundraising Expenses: ; PROFESSIONAL FEES - Total Expense: 32030962, Program Service Expense: 32030962, Management and General Expenses: , Fundraising Expenses: ; OUTSIDE SERVICES - Total Expense: 7880877, Program Service Expense: 7489022, Management and General Expenses: 391855, Fundraising Expenses: ; MEDICAL RECORDS CODING - Total Expense: 1280435, Program Service Expense: 1280435, Management and General Expenses: , Fundraising Expenses: ; OTHER - Total Expense: 1458946, Program Service Expense: 1302459, Management and General Expenses: 156487, Fundraising Expenses: ; Wound Care Management - Total Expense: 278115, Program Service Expense: 278115, Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN NET ASSETS OF FOUNDATION - 1969010; Affiliate Transfers - -10762694; CHANGE IN MINIMUM PENSION OBLIGATION - 549534; PENSION SETTLEMENT - -371583; Schedule F, Part I, Line 3 Investment in Europe THE FIRST LISTED AMOUNT UNDER EUROPE ($ 5,876,000) REPRESENTS THE MARKET VALUE OF INVESTMENTS, THE SECOND LISTED AMOUNT UNDER EUROPE ($30,000) REPRESENTS INVESTMENT RELATED EXPENSE PAID. THE INVESTMENTS ARE REPORTED AT YEAR END MARKET VALUES AND EXPENSES ARE REPORTED AT WHAT WAS ACTUALLY PAID. BAYCARE HEALTH SYSTEM 2985 DREW ST CLEARWATER FL 337593012 592796965 HEALTH SERVICES FL 501(c)(3) Type I NA false BAYCARE BEHAVIORAL HEALTH INC 7809 MASSACHUSETTS AVE NEW PORT RICHEY FL 346533028 591371752 HEALTH SERVICES FL 501(c)(3) 7 BCHS false BayCare EMERGENCY ASSISTANCE PROGRAM INC 2985 DREW ST CLEARWATER FL 337593012 592697770 EMERGENCY ASSISTANCE FL 501(c)(3) 10 BCHS false BAYCARE HOME CARE INC 8452 118TH AVE NORTH LARGO FL 337735007 593582520 HOME HEALTH SERVICES FL 501(c)(3) 10 BCHS false BEHAVIORAL HEALTH MANAGEMENT SERVICES INC 900 CARILLON PKWY SUITE 406 ST PETERSBURG FL 337161121 593279573 HEALTH SERVICES FL 501(c)(3) 10 BC BEH HEALTH false BAYCARE MEDICAL GROUP INC 300 S PARK PLACE BLVD CLEARWATER FL 337594931 593140335 PHYSICIANS FL 501(c)(3) 10 BCHS false BARTOW REGIONAL MEDICAL CENTER INC 2200 OSPREY BLVD BARTOW FL 338303308 475387418 HOSPITAL FL 501(c)(3) 3 BCHS false BAYCARE SELECT HEALTH PLANS INC 2985 DREW STREET CLEARWATER FL 337593012 810795815 MCR ADVANTAGE FL 501(c)(4) BCHS false BAYCARE PASCO INC 4501 BRUCE B DOWNS BLVD WESLEY CHAPEL FL 33544 832099849 HOSPITAL FL 501(c)(3) 3 BCHS false BAYCARE MANATEE INC 2985 DREW STREET CLEARWATER FL 33759 863276411 POTENTIAL HOSPITAL FL 501(c)(3) 3 BCHS false NORTHSIDE BEHAVIORAL HEALTH CENTER INC 12512 BRUCE B DOWNS BLVD TAMPA FL 33612 591641327 HEALTH SERVICES FL 501(c)(3) 7 BCHS false NORTHSIDE PROPERTIES INC 12512 Bruce B Downs Blvd Tampa FL 33612 592199868 LOW INCOME HOUSING FL 501(c)(3) 10 BCHS false BayCare PURCHASING PARTNERS LLC 2985 Drew Street Clearwater FL 33759 640950837 GROUP PURCHASING FL BCHS Related 1433511 989495 false 46607 false 0.1059 BayCare SURGERY CENTER LLC 8452 118TH AVE N LARGO FL 337745007 460591430 SURGERY CENTER FL NA N/A false false BCHS INSURANCE LTD 720 W BAY RD BUCKINGHAM SQR GRAND CAYMAN CJ KY11102 CAPTIVE INSURANCE FL NA C Corporation false MEDSPECIALISTS INC PO BOX 210 CLEARWATER FL 33757 680587533 PAYROLL SERVICES FL NA C Corporation false false false false true false false false false false true false false true false true false false true true