BAPTIST HEALTH CARE FOUNDATION OF MONTGOMERY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BAPTIST HEALTH CARE FOUNDATION OF MONTGOMERY (EIN 23-7281996)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-15
IRS object ID
202443209349317169
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T14:21:27-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454084437PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WARREN AVERETT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12500 ACTON ROADAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35243ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237281996EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BAPTIST HEALTH CARE FOUNDATIONBusinessNameLine1Txt
Business Name Line2OF MONTGOMERYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBAPTBusinessNameControlTxt
Phone3347474258PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 244030AddressLine1Txt
CityMONTGOMERYCityNm
State AbbreviationALStateAbbreviationCd
ZIP361244030ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTINE BRUTONPersonNm
Person TitleCFOPersonTitleTxt
Phone3347474258PhoneNum
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTACY WATTSPreparerPersonNm
PTINP01464575PTIN
Phone2059794100PhoneNum
Preparation2024-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHRISTINE BRUTONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 244030AddressLine1Txt
CityMONTGOMERYCityNm
State AbbreviationALStateAbbreviationCd
ZIP361244030ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,459,233GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1972FormationYr
Legal Domicile StateALLegalDomicileStateCd
Activity Or MissionBAPTIST HEALTH CARE FOUNDATION DEVELOPS FINANCIAL RESOURCES TO SUPPORT BAPTIST HEALTH'S MINISTRY IN PROVIDING THE BEST QUALITY HEALTHCARE SERVICES AND PROGRAMS TO THE PEOPLE OF CENTRAL ALABAMA.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers188TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,416,198PYContributionsGrantsAmt
CY Contributions Grants$970,239CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$443,403PYInvestmentIncomeAmt
CY Investment Income$342,423CYInvestmentIncomeAmt
PY Other Revenue-$107,864PYOtherRevenueAmt
CY Other Revenue-$123,035CYOtherRevenueAmt
PY Total Revenue$1,751,737PYTotalRevenueAmt
CY Total Revenue$1,189,627CYTotalRevenueAmt
PY Grants And Similar Paid$564,997PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$737,537CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$32,506CYTotalFundraisingExpenseAmt
PY Other Expenses$47,591PYOtherExpensesAmt
CY Other Expenses$34,189CYOtherExpensesAmt
PY Total Expenses$612,588PYTotalExpensesAmt
CY Total Expenses$771,726CYTotalExpensesAmt
PY Revenues Less Expenses$1,139,149PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$417,901CYRevenuesLessExpensesAmt
Total Assets BOY$13,663,557TotalAssetsBOYAmt
Total Assets EOY$13,929,838TotalAssetsEOYAmt
Total Liabilities BOY$17,292TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,597TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,646,265NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,919,241NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionBAPTIST HEALTH CARE FOUNDATION DEVELOPS FINANCIAL RESOURCES TO SUPPORT BAPTIST HEALTH'S MINISTRY IN PROVIDING THE BEST QUALITY HEALTHCARE SERVICES AND PROGRAMS TO THE PEOPLE OF CENTRAL ALABAMA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$285,792ExpenseAmt
Grant$285,792GrantAmt
Revenue$0RevenueAmt
DescTHE NEONATAL INTENSIVE CARE UNIT PROJECT PROVIDED CAPITAL FOR THE EXPANSION OF THE NICU AT BAPTIST SOUTH. PURCHASES INCLUDED A NXTGEN TRANSPORT INCUBATOR, ULTRASOUND EQUIPMENT, TWO EEG'S AND OTHER ITEMS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$173,869ExpenseAmt
Grant$173,869GrantAmt
Revenue$0RevenueAmt
DescTHE TEAM MEMBER EMERGENCY ASSISTANCE FUND EXISTS TO SUPPORT BAPTIST HEALTH TEAM MEMBERS WITH EMERGENCY ASSISTANCE FOR FOOD, HOUSING, UTILITIES AND MEDICAL EXPENSES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$156,479ExpenseAmt
Grant$156,479GrantAmt
Revenue$0RevenueAmt
DescTHE SCHOLARSHIP PROGRAM SUPPORTS BAPTIST HEALTH TEAM MEMBERS, THEIR FAMILIES AND THE GENERAL PUBLIC WITH SCHOLARSHIPS FOR HIGHER EDUCATION. SCHOLARSHIPS ARE AWARDED IN THE AREAS OF ALLIED HEALTH, NURSING, MEDICINE AND OTHER GENERAL FIELDS OF STUDY.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$121,397ExpenseAmt
Grant$121,397GrantAmt
DescPROVIDE OPERATING/CAPITAL GRANTS TO BAPTIST HEALTH ENTITIES.EXAMPLES ARE GRANTS TO THE NEONATAL UNIT, HOSPICE FUND, AND PATIENT ASSISTANCE PROGRAM. THE FOUNDATION FURTHERS THE TAX EXEMPT PURPOSE OF BAPTIST HEALTH.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$121,397TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$121,397TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$737,537TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHRISTINE BRUTONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3347474258PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1301 BROWN SPRINGS ROADAddressLine1Txt
CityMONTGOMERYCityNm
State AbbreviationALStateAbbreviationCd
ZIP36117ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
LAURA CURTIS
CHAIR0.500.00Yes (X)$0$0$0
SAMARRIA DUNSON
VICE CHAIR0.500.00Yes (X)$0$0$0
DELBERT MADISON
SECRETARY/TREASURER0.500.00Yes (X)$0$0$0
ALEX BUMPERS
BOARD MEMBER0.500.00Yes (X)$0$0$0
KEMBA CHAMBERS
BOARD MEMBER0.500.00Yes (X)$0$0$0
CRAIG CLEMENT
BOARD MEMBER0.500.00Yes (X)$0$0$0
CASSANDRA CROSBY
BOARD MEMBER0.500.00Yes (X)$0$0$0
ROBERT BIRMINGHAM
BOARD MEMBER0.500.00Yes (X)$0$0$0
CHRIS ANDERSON
BOARD MEMBER0.500.00Yes (X)$0$0$0
LANE EASTERLING
BOARD MEMBER0.500.00Yes (X)$0$0$0
KRISTEN GILLIS ESQ
BOARD MEMBER0.500.00Yes (X)$0$0$0
DOTTIE KENADY BLAIR
BOARD MEMBER0.500.00Yes (X)$0$0$0
ED REIFENBERG
BOARD MEMBER0.500.00Yes (X)$0$0$0
JIM SMITH
BOARD MEMBER0.500.00Yes (X)$0$0$0
HARVEY STARLING
BOARD MEMBER0.500.00Yes (X)$0$0$0
TONDA WEST
BOARD MEMBER0.500.00Yes (X)$0$0$0
ANGELA CROSBY
BOARD MEMBER0.500.00Yes (X)$0$0$0
DANIEL GRIER
BOARD MEMBER0.500.00Yes (X)$0$0$0
GAGE LEQUIRE
BOARD MEMBER0.500.00Yes (X)$0$0$0
RUSS TYNER
PRESIDENT/CEO0.5039.50$0$1,362,922$86,197Yes (X)
CHRISTINE BRUTON
CFO0.5039.50$0$730,969$21,007Yes (X)
TOMMY MCKINNON
EXECUTIVE DIRECTOR16.0024.00$0$324,710$21,007Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,418,601TotReportableCompRltdOrgAmt
Total Other Compensation$128,211TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$225,347FundraisingAmt
Government Grants$76,250GovernmentGrantsAmt
All Other Contributions$668,642AllOtherContributionsAmt
Total Contributions$970,239TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$309,879TotalRevenueColumnAmt
Exclusion$309,879ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$537,312RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$592,894RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$55,582RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$55,582TotalRevenueColumnAmt
Exclusion-$55,582ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,586,563SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,554,019SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$32,544SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,544TotalRevenueColumnAmt
Exclusion$32,544ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$55,240FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$225,347ContriRptFundraisingEventAmt
Fundraising Direct Expenses$122,693FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$67,453TotalRevenueColumnAmt
Exclusion-$67,453ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,189,627TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$219,388ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$581,058TotalAmt
Program Services$581,058ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$156,479TotalAmt
Program Services$156,479ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,980TotalAmt
Management And General$598ManagementAndGeneralAmt
Fundraising$5,382FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$55TotalAmt
Management And General$6ManagementAndGeneralAmt
Fundraising$49FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
FUNDRAISING EXPENSES$17,362$17,362
TAXES AND LICENSES$8,103$7,293$810
BANK FEES$2,471$2,224$247
OTHER PURCHASES$218$196$22

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$771,726TotalAmt
Program Services$737,537ProgramServicesAmt
Management And General$1,683ManagementAndGeneralAmt
Fundraising$32,506FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$45EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,755,643LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,947,926LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,021,866BOYAmt
EOY$2,807,717EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,835,918BOYAmt
EOY$11,404,231EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$805,773BOYAmt
EOY-$282,155EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$13,663,557BOYAmt
EOY$13,929,838EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$17,292BOYAmt
EOY$10,597EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,292BOYAmt
EOY$10,597EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,703,503BOYAmt
EOY$1,545,398EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,942,762BOYAmt
EOY$12,373,843EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,646,265BOYAmt
EOY$13,919,241EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,663,557BOYAmt
EOY$13,929,838EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$417,901ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$878,597NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,023,522OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1HEALTH CARE AUTHORITY FOR BAPTIST HEALTHBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN203204949EIN
Organization Type6OrganizationTypeCd
Governing Document Listed0GoverningDocumentListedInd
Support$436,165SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$436,165SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing Doc0ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, SECTION A, LINE 1:HEALTH CARE AUTHORITY FOR BAPTIST HEALTH (HCABH) HAS A COMMON EXEMPT PURPOSE AND A HISTORIC AND CONTINUING RELATIONSHIP WITH BAPTIST HEALTH CARE FOUNDATION OF MONTGOMERY (BHCFM). BHCFM PROVIDES FINANCIAL ASSISTANCE FOR HCABH. IN THE COMMUNITY, BHCFM IS OPERATED FOR THE BENEFIT OF AND TO CARRY OUT THE PURPOSE OF HEALTH CARE AUTHORITY FOR BAPTIST HEALTH AND OTHER RELATED ORGANIZATIONS.
PART IV, SECTION A, LINE 6THE ORGANIZATION PROVIDED OTHER SUPPORT TO THE FOLLOWING ORGANIZATIONS AND INDIVIDUALS: - LIFE ON WHEELS IN THE AMOUNT OF $19,893 - MEDICAL OUTREACH MINISTRIES IN THE AMOUNT OF $125,000 - PROVIDED 38 SCHOLARSHIPS TO INDIVIDUALS IN THE AMOUNT OF $156,479 THESE CONTRIBUTIONS SUPPORT HEALTH CARE AUTHORITY FOR BAPTIST HEALTH AND THE COMMUNITY IT SERVES.
PART I, LINE 12G, COLUMN IV:HEALTH CARE AUTHORITY FOR BAPTIST HEALTH (HCABH) HAS A COMMON EXEMPT PURPOSE AND A HISTORIC AND CONTINUING RELATIONSHIP WITH BAPTIST HEALTH CARE FOUNDATION OF MONTGOMERY (BHCFM). BHCFM PROVIDES FINANCIAL ASSISTANCE FOR HCABH. IN THE COMMUNITY, BHCFM IS OPERATED FOR THE BENEFIT OF AND TO CARRY OUT THE PURPOSE OF HEALTH CARE AUTHORITY FOR BAPTIST HEALTH AND OTHER RELATED ORGANIZATIONS.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$789,888InvestmentCostOrOtherBasisAmt
Book Value$789,888BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$5,461,512InvestmentCostOrOtherBasisAmt
Depreciation$3,515,843DepreciationAmt
Book Value$1,945,669BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$213,656InvestmentCostOrOtherBasisAmt
Depreciation$141,496DepreciationAmt
Book Value$72,160BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$290,587InvestmentCostOrOtherBasisAmt
Depreciation$290,587DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,807,717TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationBAPTIST HEALTH CARE FOUNDATION OF MONTGOMERY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THE ENTITY HAS EVALUATED ITS TAX POSITION AS REQUIRED UNDER THE RELEVANT ACCOUNTING STANDARDS AND HAS DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT IT WOULD BE UNABLE TO SUBSTANTIATE UPON EXAMINATION. RETURNS HAVE BEEN FILED FOR ALL YEARS THROUGH JUNE 30, 2023. YEARS JUNE 30, 2021, AND SUBSEQUENT REMAIN SUBJECT TO AUDIT BY TAXING AUTHORITIES.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1PBH GOLF CLASSIEvent1Nm
Gross Receipts Event1$74,653GrossReceiptsEvent1Amt
Charitable Contri Event1$58,413CharitableContriEvent1Amt
Gross Revenue Event1$16,240GrossRevenueEvent1Amt
Food And Beverage Event1$290FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$34,790OtherDirectExpensesEvent1Amt
Event2BIRDIES FOR BABIES GOLF TOURNAMNETEvent2Nm
Gross Receipts Event2$205,934GrossReceiptsEvent2Amt
Charitable Contri Event2$166,934CharitableContriEvent2Amt
Gross Revenue Event2$39,000GrossRevenueEvent2Amt
Food And Beverage Event2$17,328FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$70,285OtherDirectExpensesEvent2Amt
Gross Receipts Total$280,587GrossReceiptsTotalAmt
Charitable Contributions Tot$225,347CharitableContributionsTotAmt
Gross Revenue Total Events$55,240GrossRevenueTotalEventsAmt
Food And Beverage Total Events$17,618FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$105,075OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$122,693DirectExpenseSummaryEventsAmt
Net Income Summary-$67,453NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
HEALTH CARE AUTHORITY FOR BAPTIST HEALTH
PO BOX 244030MONTGOMERYAL36124203204949HCA$436,165$0N/AN/AOPERATIONAL FUNDS & CAPITAL FUNDS
LIFE ON WHEELS
PO BOX 240218MONTGOMERYAL36124812351723501(C)(3)$19,893$0N/AN/AOPERATIONAL FUNDS
MEDICAL OUTREACH MINISTRIES
1401 E SOUTH BLVDMONTGOMERYAL36124631204645HCA$125,000$0N/AN/AOPERATIONAL FUNDS
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient38RecipientCnt
Cash Grant$156,479CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS MADE FOR CAPITAL EXPENDITURES ARE MONITORED BY REVIEW OF INVOICE AND GRANTS MADE FOR OPERATIONAL FUNCTIONS ARE MONITORED BY REVIEW OF ANNUAL FUND GIVINGS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
RUSS TYNER
PRESIDENT/CEO$0$803,358$0$320,861$0$238,703$0$66,000$0$20,197$0$1,449,119$0$0
CHRISTINE BRUTON
CFO$0$482,156$0$150,330$0$98,483$0$8,700$0$12,307$0$751,976$0$0
TOMMY MCKINNON
EXECUTIVE DIRECTOR$0$246,390$0$59,229$0$19,091$0$8,700$0$12,307$0$345,717$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE HEALTHCARE AUTHORITY FOR BAPITIST HEALTH, A RELATED ORGANIZATION, USES A COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL OF THE BOARD TO ESTABLISH COMPENSATION OF THE CEO.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED AND REVIEWED BY AN INDEPENDENT OUTSIDE ACCOUNTING FIRM AND THEN REVIEWED BY MANAGEMENT PRIOR TO FILING THE RETURN. THE RETURN IS THEN PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL AT A REGULARLY SCHEDULED BOARD MEETING.
FORM 990, PART VI, SECTION B, LINE 12CEACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST FORM. AN OFFICER OF THE FOUNDATION ASSISTS IN THE MONITORING OF THE POLICY.
FORM 990, PART VI, SECTION B, LINE 15ACOMPENSATION FOR TOP MANAGEMENT OFFICIALS IS DETERMINED BY A COMPENSATION COMMITTEE ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION C, LINE 19AS A GENERAL RULE THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. WRITTEN REQUEST BY THE PUBLIC WOULD BE REVIEWED AND ACTED UPON BY THE BOARD.
FORM 990, PART XI, LINE 9:EQUITY TRANSFERS BETWEEN HEALTH CARE AUTHORITY FOR BAPTIST HEALTH -1,023,522.
FORM 990, PART XI, LINE 2C:THE ORGANIZATION MADE NO CHANGES TO ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
HEALTH CARE AUTHORITY FOR BAPTIST HEALTH
PO BOX 244030MONTGOMERYAL36124203204949HEALTH CAREALHCAN/A0
MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION
PO BOX 244030MONTGOMERYAL36124630813275HEALTH CAREAL501(C)(3)0LINE 12A, IHEALTH CARE AUTHORITY FOR BAPTIST HEALTH
OUTREACH MANAGEMENT SERVICES INC
PO BOX 244030MONTGOMERYAL36124631125356HEALTH CAREAL501(C)(3)0LINE 12A, IHEALTH CARE AUTHORITY FOR BAPTIST HEALTH

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1BAPTIST VENTURES INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 244030AddressLine1Txt
CityMONTGOMERYCityNm
State AbbreviationALStateAbbreviationCd
ZIP36124ZIPCd
FieldValueIRS element (for citing)
EIN630837260EIN
Primary ActivitiesHEALTH CAREPrimaryActivitiesTxt
Legal Domicile StateALLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeCEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.