BAPTIST HEALTH RICHMOND FOUNDATION INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BAPTIST HEALTH RICHMOND FOUNDATION INC (EIN 31-1506378)
Tax period
2021-09-01 to 2022-08-31
Filed
2023-07-17
IRS object ID
202321989349302687
Schema version
2021v4.2
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)
Return2023-07-17T21:07:52-05:00ReturnTs
Tax Period End2022-08-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2021-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311506378EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Baptist Health Foundation Richmond IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBAPTBusinessNameControlTxt
Phone5028965000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11901 Campus PlaceAddressLine1Txt
CityLouisvilleCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40299ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRichard F CarricoPersonNm
Person TitleTreasurerPersonTitleTxt
Phone5028965000PhoneNum
Signature2023-07-17SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRichardPersonFirstNm
Person LastCarricoPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGreg GerardPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 Eastern BypassAddressLine1Txt
CityRichmondCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40475ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,485,034GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.supportbaptisthealth.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateKYLegalDomicileStateCd
Activity Or MissionInitiates development opportunities and achieves fundraising goals to enhance, promote and financially support the mission of Baptist Health Richmond hospital and Baptist Healthcare System, Inc.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$595,356PYContributionsGrantsAmt
CY Contributions Grants$914,346CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,064,419PYInvestmentIncomeAmt
CY Investment Income$570,688CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,659,775PYTotalRevenueAmt
CY Total Revenue$1,485,034CYTotalRevenueAmt
PY Grants And Similar Paid$109,984PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$363,975CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$150,089PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$170,489CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$9,679CYTotalFundraisingExpenseAmt
PY Other Expenses$28,615PYOtherExpensesAmt
CY Other Expenses$33,018CYOtherExpensesAmt
PY Total Expenses$288,688PYTotalExpensesAmt
CY Total Expenses$567,482CYTotalExpensesAmt
PY Revenues Less Expenses$1,371,087PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$917,552CYRevenuesLessExpensesAmt
Total Assets BOY$6,374,515TotalAssetsBOYAmt
Total Assets EOY$7,269,961TotalAssetsEOYAmt
Total Liabilities BOY$58,825TotalLiabilitiesBOYAmt
Total Liabilities EOY$195,797TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,315,690NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,074,164NetAssetsOrFundBalancesEOYAmt
MissionInitiates development opportunities and achieves fundraising goals to enhance, promote and financially support the mission of Baptist Health Richmond hospital and Baptist Healthcare System, Inc.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$500,366ExpenseAmt
Grant$363,975GrantAmt
DescThe Foundation staff works extensively with granting organizations, businesses and individuals to develop long-lasting partnerships to enhance the services provided at Baptist Health Richmond, Inc. and Baptist Healthcare System, Inc. The Foundation is governed by a Board of Directors with diverse representation from the medical, business and philanthropic communities.Desc
Total Program Service Expenses$500,366TotalProgramServiceExpensesAmt
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 EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
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 Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
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 EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee3EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
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 Members17GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
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 CEO0CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Richard F CarricoBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5028965000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11901 Campus PlaceAddressLine1Txt
CityLouisvilleCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40299ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
Alex Fassas
Director1.000.00Yes (X)$0$0$0
Colleen Chaney
Director (Effective 1/1/22)1.000.00Yes (X)$0$0$0
David W Smith
Director1.000.00Yes (X)$0$0$0
Dr Paula Maionchi
Chairman & Director1.000.00Yes (X)$0$0$0Yes (X)
Greg Gerard
President & Director1.0040.00Yes (X)$0$415,423$38,060Yes (X)
Jason Morgan
Director1.000.00Yes (X)$0$0$0
Jim Caldwell
Director1.000.00Yes (X)$0$0$0
Kathy Edison
Director (Through 12/31/21)1.000.00Yes (X)$0$0$0
Kathy Flood
Director (Through 12/31/21)1.000.00Yes (X)$0$0$0
Laura Melius
Vice Chair & Director1.000.00Yes (X)$0$0$0Yes (X)
Laura Stocker Steidle
Director1.000.00Yes (X)$0$0$0
Lee Anne Browder
Director (Effective 1/1/22)1.000.00Yes (X)$0$0$0
Meena Mohanty
Director1.000.00Yes (X)$0$0$0
Otis D Ballard
Director (Effective 1/1/22)1.000.00Yes (X)$0$0$0
Rev Mary Lou Stephens
Director1.000.00Yes (X)$0$0$0
Rev Mitch Brown
Director1.000.00Yes (X)$0$0$0
Sharon Switalski
Director1.000.00Yes (X)$0$0$0
Tyler Frazier
Director1.000.00Yes (X)$0$0$0
Vickie Moberly
Director1.000.00Yes (X)$0$0$0
Amanda Hopkins
Asst. Secr (Through 9/25/21)0.000.00$0$27,456$2,375Yes (X)
Heather Richman
Asst Secr (2/23-8/23/22)40.000.00$0$0$0Yes (X)
Jackson Davenport
Asst Secr (Effective 8/24/22)40.000.00$0$0$0Yes (X)
Janet Norton
Secretary1.0040.00$0$1,089,048$39,420Yes (X)
Kari Lyons Martin
Vice President40.000.00$0$80,473$11,938Yes (X)
Karl Lainhart
Asst Treasurer1.0040.00$0$206,230$32,823Yes (X)
Stephen R Oglesby
Treasurer1.0040.00$0$1,627,181$38,060Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,445,811TotReportableCompRltdOrgAmt
Total Other Compensation$162,676TotalOtherCompensationAmt
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
Related Organizations$201,670RelatedOrganizationsAmt
Government Grants$338,974GovernmentGrantsAmt
All Other Contributions$373,702AllOtherContributionsAmt
Total Contributions$914,346TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,034TotalRevenueColumnAmt
Exclusion$45,034ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$525,654SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$525,654SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$525,654TotalRevenueColumnAmt
Exclusion$525,654ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,485,034TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$570,688ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$363,975TotalAmt
Program Services$363,975ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$141,135TotalAmt
Program Services$112,908ProgramServicesAmt
Management And General$28,227ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$18,413TotalAmt
Program Services$14,730ProgramServicesAmt
Management And General$3,683ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$10,941TotalAmt
Program Services$8,753ProgramServicesAmt
Management And General$2,188ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$3,006TotalAmt
Management And General$3,006ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,376TotalAmt
Management And General$1,376ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,598TotalAmt
Management And General$6,598ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$126TotalAmt
Management And General$126ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Stewardship & Cultivati$12,906$3,227$9,679
Automobile$4,620$4,620
Administrative Expense$4,386$4,386

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$567,482TotalAmt
Program Services$500,366ProgramServicesAmt
Management And General$57,437ManagementAndGeneralAmt
Fundraising$9,679FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$561,256BOYAmt
EOY$511,794EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$243BOYAmt
EOY$220,032EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$37,292BOYAmt
EOY$83,562EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,764,914BOYAmt
EOY$4,143,371EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,010,810BOYAmt
EOY$2,311,202EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,374,515BOYAmt
EOY$7,269,961EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$4,166EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$58,825BOYAmt
EOY$191,631EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$58,825BOYAmt
EOY$195,797EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,849,644BOYAmt
EOY$5,829,219EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$466,046BOYAmt
EOY$1,244,945EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,315,690BOYAmt
EOY$7,074,164EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,374,515BOYAmt
EOY$7,269,961EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$917,552ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$145,273NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$13,805OtherChangesInNetAssetsAmt
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 Line1Baptist Healthcare System IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN610444707EIN
Organization Type3OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$363,975SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$363,975SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
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

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

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,277,487BeginningYearBalanceAmt
Investment Earnings Or Losses$300,392InvestmentEarningsOrLossesAmt
End Year Balance$4,577,879EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,232,820BeginningYearBalanceAmt
Investment Earnings Or Losses$44,667InvestmentEarningsOrLossesAmt
End Year Balance$4,277,487EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,232,820BeginningYearBalanceAmt
End Year Balance$4,232,820EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,960,693BeginningYearBalanceAmt
Investment Earnings Or Losses$272,127InvestmentEarningsOrLossesAmt
End Year Balance$4,232,820EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,827,567BeginningYearBalanceAmt
Investment Earnings Or Losses$133,126InvestmentEarningsOrLossesAmt
End Year Balance$3,960,693EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescPerm Restricted EndowmentDesc
Book Value$2,311,202BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,311,202TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
InterCompany Liability$189,538
Other Liabilities$2,093
FieldValueIRS element (for citing)
Total Liability$191,631TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:The Board designated funds include assets set aside by the organization's Board of Directors for long-term uses, over which the Board retains control and may at its discretion subsequently use for other purposes.
Part X, Line 2:Baptist Healthcare System, Inc. evaluates its uncertain tax positions on an annual basis. A tax benefit from an uncertain position may be recognized when it is more likely than not that the position will be sustained upon examination, including the resolution of any related appeals or litigation processes, based on the technical merit of the position. Baptist has determined that it has no uncertain tax positions that are required to be recorded as of August 31, 2022. Tax years that are open include the years from 2018 to 2021.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Baptist Healthcare System IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11901 Campus PlaceAddressLine1Txt
CityLouisvilleCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40299ZIPCd
FieldValueIRS element (for citing)
Recipient EIN610444707RecipientEIN
IRC Section501(c)3IRCSectionDesc
Cash Grant$363,975CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantGeneral SupportPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart 1, Line 2:FormAndLineReferenceDesc
ExplanationProcedures For Monitoring The Use Of Grants: Baptist Health Foundation Richmond, Inc. provides only direct contributions and other general support; therefore, no monitoring of charitable contributions is performed.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
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 (4 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
Stephen R Oglesby
Treasurer$0$687,277$0$459,500$0$480,404$0$8,700$0$29,360$0$1,665,241$0$0
Janet Norton
Secretary$0$583,644$0$394,044$0$111,360$0$8,700$0$30,720$0$1,128,468$0$0
Greg Gerard
President & Director$0$279,721$0$131,880$0$3,822$0$8,700$0$29,360$0$453,483$0$0
Karl Lainhart
Asst Treasurer$0$178,810$0$25,797$0$1,623$0$5,458$0$27,365$0$239,053$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 4bThe following individuals received a payout from the Supplemental Executive Retirement Plan, a nonqualified deferred compensation plan, as they are fully vested in the plan: Janet Norton $87,832 Stephen R. Oglesby $462,630
Part I, Line 3:Baptist Healthcare System,Inc., a related organization of Baptist Health Foundation Richmond, Inc., uses the following to establish the compensation of the organization's CEO: - Compensation committee, - Independent compensation consultant, - Form 990 of other organizations, - Written employment contract, - Compensation survey or study, and - Approval by the Board or Compensation Committee

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part V, Line 2bThe employment tax returns for the employees reported on Line 2a were reported under a common paymaster. The employment taxes were paid and all employment tax returns were filed by Baptist Healthcare System, Inc., (FEIN:61-0444707).
Form 990, Part VI, Section A, line 6The organization's sole member is Baptist Healthcare System, Inc., (EIN: 61-0444707), a non-profit, tax-exempt corporation organized under and pursuant to the provisions of the laws of the Commonwealth of Kentucky.
Form 990, Part VI, Section A, line 7aBaptist Healthcare System, Inc., the sole member, has the authority to appoint the board members for Baptist Health Foundation Richmond, Inc.
Form 990, Part VI, Section A, line 7bThe consent and approval of the sole member, Baptist Healthcare System, Inc., shall be required for all major corporate actions, and any act the result of which would be to: 1) amend, repeal or alter the Articles of Incorporation or Bylaws; 2) merge or consolidate or agree to merge or consolidate the corporation with or into any organization; 3) liquidate, reorganize or recapitalize the corporation; 4) create or incur any indebtedness which exceeds $50,000; 5) make any capital expenditure which exceeds $50,000; 6) authorize the execution of any contract, agreement or similar instrument by which the corporation may be obligated to pay more than $50,000 in any year; 7) other than acquiring marketable securities held for investment purposes, acquire the stock of any corporation or invest in or acquire an interest in any business enterprise; 8) sell or agree to sell or otherwise dispose of all or a substantial part of the assets of the corporation or any investment or interest in any business enterprise, other than marketable securities disposed of in the ordinary course of the corporation's activities; 9) adopt the corporation's annual operating budget and capital expenditures budget; 10) accept any gift that requires the corporation or the Member to match funds, carry out substantial new activities in connection with the gift, or that is made subject to restrictions that are not clearly consistent with the corporation's charitable purpose or with the Member's mission; 11) accept any gift of real property; 12) accept any gift that requires the corporation to assume indebtedness; 13) make any gift or contribution to any organization other than the Member -unless such gift or contribution is approved by the Member or is consistent with guidelines established by the Member; 14) adopt investment guidelines or select a fund manager.
Form 990, Part VI, Section B, line 11bThe Form 990 is internally prepared and reviewed by finance and foundation management. The governing body receives an electronic copy of the Form 990, including all requested schedules as ultimately filed with the IRS, for review prior to the filing with the IRS.
Form 990, Part VI, Section B, line 12cAnnually the Secretary of Baptist Healthcare System, Inc. (BHS) sends out a conflict of interest questionnaire to each of the Directors serving on the Board of Baptist Health Foundation Richmond, (BHFR). After completion, they are returned to the Secretary and reviewed by the Board or the Governance Effectiveness Committee for any potential conflicts. A conflict of interest is any circumstance, relationship (financial or otherwise), activity or decision (made in the course of governance, management or professional responsibilities or otherwise) that adversely influences or appears to adversely influence the ability of a covered person to: 1) make objective decisions on behalf of BHFR and/or 2) act in the best interests of BHFL in a manner consistent with the tax-exempt purposes of BHFR. The Board or Committee will determine by a majority vote of disinterested directors whether the disclosed financial or special interest may result in a conflict of interest.
Form 990, Part VI, Section B, line 15bThe officers of Baptist Health Foundation Richmond, Inc. are not employees of Baptist Health Foundation Richmond, Inc. but are employees of Baptist Healthcare System, Inc., a tax-exempt 501(c)(3) organization which is the sole member of Baptist Health Foundation Richmond, Inc. The officers are compensated by Baptist Healthcare System, Inc. Annually, the Baptist Healthcare System, Inc. Compensation Committee reviews the compensation, including base compensation and incentive compensation for the President and all officers of Baptist Healthcare System, Inc. The Baptist Healthcare System, Inc. Compensation Committee is comprised of independent Board Members. The Committee retains a Compensation Consultant to advise the Committee and who provides data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated healthcare organizations. The Committee reviews this information in approving annual base and incentive compensation and other items of reportable compensation described on Schedule J of the IRS Form 990. The decisions of the Committee regarding compensation are contemporaneously documented in the minutes of the Committee. Annually, the Committee Chairperson and the Compensation Consultant provide a report on executive compensation to the full Board of Directors of Baptist Healthcare System, Inc.
Form 990, Part VI, Section C, line 19The organization will provide any documents open to public inspection upon request.
Form 990, Part XI, line 9:Other Changes -13,805.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
Baptist Health Medical Group Inc
1901 Campus PlaceLouisvilleKY40299205497203Physician ServicesKY501(c)(3)Line 3BHSYes (1)
Mercy Regional Emergency Medical Systems
126 Lone Oak RoadPaducahKY42001611310466Ambulance ServiceKY501(c)(3)Line 12a, IBHSYes (1)
Baptist Health Foundation Corbin Inc
1901 Campus PlaceLouisvilleKY40299473033550FundraisingKY501(c)(3)Line 12a, IBHSYes (1)
Baptist Health Foundation Lexington Inc
1901 Campus PlaceLexingtonKY40299611480774FundraisingKY501(c)(3)Line 12a, IBHSYes (1)
Baptist Health Foundation Paducah Inc
2501 Kentucky AvenuePaducahKY40299264057759FundraisingKY501(c)(3)Line 12a, IBHSYes (1)
Baptist Health Foundation Greater Louisville Inc
1901 Campus PlaceLouisvilleKY40299200292291FundraisingKY501(c)(3)Line 12a, IBHSYes (1)
Baptist Healthcare Foundation Inc
1901 Campus PlaceLouisvilleKY40299311122867FundraisingKY501(c)(3)Line 12a, IBHSYes (1)
Pattie A Clay Hospital Auxiliary
Post Office Box 1600RichmondKY40476510172717Hospital SupportKY501(c)(3)Line 12a, IBHS0
Baptist Healthcare System Inc
1901 Campus PlaceLouisvilleKY40299610444707HospitalKY501(c)(3)Line 30N/A

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
Baptist East Milestone LLC
750 Cypress Station RoadLouisvilleKY40207611355065Fitness CenterKYN/AN/A00
Baptist Physicicans Surgery Center
1720 Nicholasville RoadLexingtonKY40503043665929Ambulatory Surgery CenterKYN/AN/A00
Medical Associates of Middletown
4000 Kresge WayLouisvilleKY40207200399400Medical Office BuildingKYN/AN/A00
Cumberland Valley Surgical Center LLC
Post Office Box 1620CorbinKY40701611348280Ambulatory Surgery CenterINN/AN/A00
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 OrgYes (1)GiftGrntCapContriFromOthOrgInd
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 Org0RentalOfFacilitiesToOthOrgInd
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

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Baptist Healthcare System Inc
B$363,975Cost
Baptist Healthcare System Inc
C$201,670Cost

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