2023-08-14T20:03:17+00:00 2022-09-30 440160260 FORVIS LLP 1201 WALNUT SUITE 1700 KANSAS CITY MO 641062246 990 2021-10-01 590192265 Baptist Health Care Foundation Inc BAPT 8504344714 POST OFFICE BOX 17500 PENSACOLA FL 32522 LEONARD A TERRY CFO 8162216300 2023-08-14 true LEONARD TERRY 999009999 APRIL ARNOLD CPA P01559426 8162216300 2023-06-21 2021 2023-04-26 12:10:37Z LEONARD A TERRY 1717 NORTH E ST STE 320 PENSACOLA FL 32501 5370875 false X WWW.EBAPTISTHEALTHCARE.ORG X 1975 FL TO SUPPORT HEALTHCARE RELATED SERVICES BY PROVIDING FINANCIAL AND FUNDRAISING ASSISTANCE TO BAPTIST HEALTH CARE, INC. AND ITS TAX-EXEMPT AFFILIATES. 17 17 0 71 0 0 9288676 4450607 0 0 465569 801070 -37496 -79655 9716749 5172022 1183853 832019 0 0 0 0 0 0 170583 122837 177234 1306690 1009253 8410059 4162769 20653876 22784369 190091 86924 20463785 22697445 HELPING PEOPLE THROUGHOUT LIFE'S JOURNEY: TO SUPPORT HEALTHCARE RELATED SERVICES BY PROVIDING FINANCIAL AND FUNDRAISING ASSISTANCE TO BAPTIST HEALTH CARE, INC. AND ITS TAX-EXEMPT AFFILIATES. false false 832019 832019 HELPING PEOPLE THROUGHOUT LIFE'S JOURNEY: TO SUPPORT HEALTHCARE RELATED SERVICES BY PROVIDING FINANCIAL AND FUNDRAISING ASSISTANCE TO BAPTIST HEALTH CARE, INC. AND ITS TAX-EXEMPT AFFILIATES. 832019 true true false true false false false false true true false false false true true false true false false false false false false true false false true true true false false false false false false false false true false false false false true true true false false true X 1 0 true 0 false false false false false true true false false false false false false X 17 17 true false false false true true true true true false false true true true true true true false false false X KATHERINE (KC) GARTMAN 8504692333 1717 NORTH E STREET PENSACOLA FL 32501 CHARLES GUND MEMBER/TREASURER 1.0 0 X X 0 0 0 MARGARET T STOPP CHAIRMAN 1.0 1.0 X X 0 0 0 PAMELA CADDELL VICE CHAIRMAN 1.0 0 X X 0 0 0 ROBERT JONES MEMBER/SECRETARY 1.0 0 X X 0 0 0 ADELA FERNANDEZ MEMBER 1.0 0 X 0 0 0 ANN HAYWARD MEMBER 1.0 0 X 0 0 0 BG JOHN ADAMS MEMBER 1.0 0 X 0 0 0 DOUG WOODWARD MEMBER 1.0 0 X 0 0 0 JESSICA LEE MEMBER 1.0 0 X 0 0 0 JOHN SULLIVAN MEMBER 1.0 0 X 0 0 0 KRISTIN LONGLEY MEMBER 1.0 0 X 0 0 0 MIKE MORETTE MEMBER 1.0 0 X 0 0 0 MOLLYE VIGODSKY-BARROWS MEMBER 1.0 0 X 0 0 0 PELBRETON BALFOUR MEMBER 1.0 0 X 0 0 0 SHARON HESS-HERRICK MEMBER 1.0 0 X 0 0 0 TASHA AVERY MEMBER 1.0 0 X 0 0 0 TRAVIS PETERSON MEMBER 1.0 0 X 0 0 0 KATHERINE (KC) GARTMAN EXECUTIVE DIRECTOR 40.0 10.0 X 0 157517 13682 0 157517 13682 0 false true false 0 85 427085 4023437 40537 4450607 0 0 0 0 0 271818 271818 0 0 529252 529252 0 529252 529252 119198 427085 198853 -79655 -79655 0 0 0 0 0 5172022 0 0 721415 758894 758894 73125 73125 6651 6651 0 0 0 0 34542 34542 65637 65637 9767 9767 DONOR RECOGNITION 51468 51468 FOOD COSTS 9169 9169 0 0 0 0 1009253 832019 6651 170583 1099365 528446 175794 126466 6035903 5212667 0 0 0 0 40763 40763 0 0 13342814 16916790 0 0 0 0 20653876 22784369 101505 756 0 0 88586 86168 190091 86924 X 7951263 7801445 12512522 14896000 20463785 22697445 20653876 22784369 X 4162769 -3269144 1340035 X false true X true false X 2227985 2102616 2150721 9288676 4450607 20220605 0 0 2227985 2102616 2150721 9288676 4450607 20220605 5445352 14775253 298906 417714 235892 465569 271818 1689899 0 275450 223507 189588 58171 119198 865914 22776418 0 0.6487 0.7419 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - FUNDRAISING INCOME, COLUMN A - 275450.0, COLUMN B - 223507.0, COLUMN C - 189588.0, COLUMN D - 58171.0, COLUMN E - 119198.0, COLUMN F - 865914.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 128467 0 128467 1009253 946475014 1009253 946603481 175925 1000000 43981 250000 0 0 0 0 1000000 1000000 205669 175925 2381594 3572391 212140 190875 0 0 403015 250000 250000 51417 43981 595399 893098 0 0 0 Schedule C, Part II-A AFFILIATED ORGANIZATIONS ORGANIZATION NAME: BAPTIST HEALTH CARE, INC. ADDRESS: P.O. BOX 17500 PENSACOLA, FL 32522-7500 EIN: 59-0657322 GRASSROOTS LOBBYING AMOUNT: DIRECT LOBBYING AMOUNT: 32,656. TOTAL LOBBYING EXPENDITURES: 32,656. OTHER EXEMPT PURPOSE EXPENDITURES: 840,138,599. TOTAL EXEMPT PURPOSE EXPENDITURES: 840,171,255 LOBBYING NONTAXABLE AMOUNT: 1,000,000. GRASSROOTS NONTAXABLE AMOUNT: 250,000. TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT: TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT: SHARE OF EXCESS LOBBYING EXPENDITURES: Schedule C, Part II-A AFFILIATED ORGANIZATION ORGANIZATION NAME: BAPTIST HEALTH CARE CORPORATION ADDRESS: P.O. BOX 17500 PENSACOLA, FL 32522-7500 EIN: 59-2425151 ORGANIZATION IS AN ELECTING ORGANIZATION. GRASSROOTS LOBBYING AMOUNT: DIRECT LOBBYING AMOUNT: 92,327. TOTAL LOBBYING EXPENDITURES: 92,327. OTHER EXEMPT PURPOSE EXPENDITURES: 82,274,733. TOTAL EXEMPT PURPOSE EXPENDITURES: 87,367,060. LOBBYING NONTAXABLE AMOUNT: 1,000,000. GRASSROOTS NONTAXABLE AMOUNT: 250,000. TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT: TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT: SHARE OF EXCESS LOBBYING EXPENDITURES: Schedule C, Part II-A AFFILIATED ORGANIZATION ORGANIZATION NAME: BAPTIST HEALTH CARE FOUNDATION ADDRESS: P.O. BOX 17500 PENSACOLA, FL 32522-7500 EIN: 59-0192265 ORGANIZATION IS AN ELECTING ORGANIZATION. GRASSROOTS LOBBYING AMOUNT: DIRECT LOBBYING AMOUNT: TOTAL LOBBYING EXPENDITURES: OTHER EXEMPT PURPOSE EXPENDITURES: 1,009,253. TOTAL EXEMPT PURPOSE EXPENDITURES: 1,009,253. LOBBYING NONTAXABLE AMOUNT: 175,925. GRASSROOTS NONTAXABLE AMOUNT: 43,981. TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT: TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT: Schedule C, Part II-A AFFILIATED ORGANIZATION ORGANIZATION NAME: JAY HOSPITAL, INC. ADDRESS: P.O. BOX 17500 PENSACOLA, FL 32522-7500 EIN: 59-2425149 GRASSROOTS LOBBYING AMOUNT: DIRECT LOBBYING AMOUNT: 3,484. TOTAL LOBBYING EXPENDITURES: 3,484. OTHER EXEMPT PURPOSE EXPENDITURES: 18,052,429. TOTAL EXEMPT PURPOSE EXPENDITURES: 18,055,913. LOBBYING NONTAXABLE AMOUNT: 1,000,000. GRASSROOTS NONTAXABLE AMOUNT: 250,000. TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT: TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT: SHARE OF EXCESS LOBBYING EXPENDITURES: 11567437 4222600 364566 0 1477023 0 14677580 4756382 8474470 417568 0 2080983 0 11567437 5056835 937655 130402 0 1368510 0 4756382 5627942 1064031 102343 0 1737481 0 5056835 5634828 1197817 -128120 0 1076583 0 5627942 0.1843 0.0111 0.8046 false true true 40763 40763 0 0 ANNUITY PAYMENT LIABILITY 86168 86168 X Schedule D, Part V, Line 4 Intended uses of endowment funds THE PURPOSE OF THESE FUNDS IS TO PROVIDE A SOURCE OF REVENUE TO SUPPORT THE ADMINISTRATION OF THE ORGANIZATION AND TO PROVIDE SCHOLARSHIPS, RESOURCES AND OTHER SERVICES SUCH AS CANCER SUPPORT, BEHAVIORAL MEDICAL SERVICES AND TRAUMA OPERATIONS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, PRESCRIBES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS RECOGNIZED IN FINANCIAL STATEMENTS. ASC TOPIC 740 PROVIDES GUIDANCE FOR RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THERE WERE NO MATERIAL UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2022 AND 2021. CASINO ROYALE 315297 259977 55320 0 0 4000 34503 12650 66489 FASHION SHOW 178486 114608 63878 0 0 11257 6263 0 63691 1 52500 52500 0 0 0 0 0 0 0 546283 427085 119198 0 0 15257 40766 12650 130180 198853 -79655 true BAPTIST HEALTH CARE INC 1000 WEST MORENO ST PENSACOLA FL 32501 590657322 501 (C) (3) 718357 40537 FMV FOOD, MEDICAL SUPPLIES, AUCTION ITEMS HEALTHCARE 1 0 NURSING SCHOLARSHIPS 38 38000 EMPLOYEE ASSISTANCE PROGRAM 36 35125 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE ORGANIZATION HAS GUIDELINES IN PLACE THAT ARE TO BE USED IN REVIEWING THE ELIGIBILITY OF GRANTEES. ALL GRANTS REQUIRE WRITTEN DOCUMENTATION AND APPROPRIATE LEVELS OF APPROVAL. false false false false false false false false false KATHERINE (KC) GARTMAN EXECUTIVE DIRECTOR 0 140674 0 16769 0 74 0 3969 0 9713 0 171199 0 0 Schedule J, Part I, Line 3 EACH YEAR, THE COMPENSATION COMMITTEE OF THE BAPTIST HEALTH CARE CORPORATION BOARD UTILIZES INDEPENDENT COMPENSATION STUDIES THAT REFLECT THE CURRENT MARKET VALUE OF SPECIFIC KEY MANAGMENT POSITIONS AS BENCHMARK DATA. ALL COMPENSATION OF KEY INDIVIDUALS MUST BE APPROVED BY THE COMPENSATION COMMITTEE OF THE RELATED ORGANIZATION. Schedule J, Part II THE RELATED COMPENSATION REPORTED ON FORM 990, PART VII, SECTION A & SCHEDULE J, PART II WAS PAID BY BAPTIST HEALTH CARE CORPORATION, A RELATED TAX-EXEMPT ORGANIZATION. X 3 2600 Market value X MEALS FOR EMPLOYEES 1 300 Market value X AUCTION ITEMS 43 17612 Market value X GIFT CARDS 2 20025 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Other - MEALS FOR EMPLOYEES NUMBER OF CONTRIBUTIONS Other - AUCTION ITEMS NUMBER OF CONTRIBUTIONS Drugs and medical supplies - NUMBER OF CONTRIBUTIONS Other - GIFT CARDS NUMBER OF CONTRIBUTIONS Form 990, Part V, Line 1a 1099'S ARE ISSUED ON THE ORGANIZATION'S BEHALF BY BAPTIST HEALTH CARE, INC, (EIN: 59-0657322), A RELATED TAX EXEMPT ORGANIZATION. Form 990, Part VI, Line 15a & Form 990, Part VI, Line 15b Process to Establish Compensation EACH YEAR, THE COMPENSATION COMMITTEE OF THE BAPTIST HEALTH CARE CORPORATION BOARD UTILIZED INDEPENDENT COMPENSATION STUDIES THAT REFLECT THE CURRENT MARKET VALUE OF SPECIFIC KEY MANAGEMENT POSITIONS AS BENCHMARK DATA. ALL COMPENSATION OF KEY INDIVIDUALS MUST BE APPROVED BY THE COMPENSATION COMMITTEE. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons MARGARET T. STOPP AND KATHERINE (KC) GARTMAN - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders BAPTIST HEALTH CARE CORPORATION, A FLORIDA CORPORATION NOT-FOR-PROFIT, IS THE SOLE MEMBER OF BAPTIST HEALTH CARE FOUNDATION, INC. BAPTIST HEALTH CARE CORPORATION HAS THE RIGHT TO ELECT THE BOARD OF DIRECTORS OF BAPTIST HEALTH CARE FOUNDATION, INC. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body BAPTIST HEALTH CARE CORPORATION, BEING THE SOLE MEMBER OF BAPTIST HEALTH CARE FOUNDATION, INC., HAS THE RIGHT TO ELECT THE GOVERNING BODY OF BAPTIST HEALTH CARE FOUNDATION, INC. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE FOLLOWING SHALL REQUIRE APPROVAL BY THE BAPTIST HEALTH CARE CORPORATION, THE SOLE MEMBER, BOARD OF DIRECTORS: A. ELECTION OF THE DIRECTORS OF THE CORPORATION AT THE ANNUAL MEETING OF THE MEMBERS FROM AMONG THOSE PERSONS NOMINATED BY THE BAPTIST HEALTH CARE CORPORATION NOMINATING COMMITTEE B. REMOVAL OF A DIRECTOR OF THE CORPORATION WITH OR WITHOUT CAUSE WHENEVER SUCH ACTION WOULD BE IN THE BEST INTEREST OF THE CORPORATION C. ALL AMENDMENTS TO THE CORPORATION'S ARTICLES OF INCORPORATION AND BYLAWS BEFORE THEY MAY BECOME EFFECTIVE. D. APPOINTMENT OF THE CHEIF EXECUTIVE OFFICER OF THE CORPORATION E. ANY CONTRACT OR PURCHASE ORDER IN EXCESS OF $250,000 IN ADVANCE F. THE INCURRENCE BY THE CORPORATION OF ANY INDEBTEDNESS IN EXCESS OF $250,000 BEFORE SUCH INDEBTEDNESS IS CONTRACTED AND BEFORE EVIDENCE OF SUCH INDEBTEDNESS IS ISSUED G. ANNUAL CAPITAL AND OPERATING BUDGETS OF THE CORPORATION H. TRANSFER ASSETS BY THE CORPORATION DURING ANY FISCAL YEAR OF ASSETS EXCEEDING $100,000 IN NET VALUE Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY A FLORIDA LICENSED CPA WHO IS AN EMPLOYEE OF A RELATED TAX-EXEMPT ORGANIZATION, BAPTIST HEALTH CARE ORGANIZATION, INC, AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S MANAGEMENT PERSONNEL. ANY QUESTIONS AND CONCERNS THE ORGANIZATION'S MANAGEMENT PERSONNEL HAS ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN MADE AVAILABLE TO THE EXECUTIVE COMPENSATION COMMITTEE AND ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990 WITH THE IRS. ALL BOARD MEMBERS ARE INFORMED THAT A PAPER COPY OF THE FORM 990 IS AVAILABLE AT THE ORGANIZATION'S PRINCIPAL OFFICE. Form 990, Part VI, Line 12c Conflict of interest policy BOARD MEMBERS AND OFFICERS RECEIVE CORRESPONDENCE EACH YEAR THAT MUST BE COMPLETED AND SIGNED. THE CORRESPONDENCE INCLUDES A CONFLICTS OF INTEREST QUESTIONAIRE. OFFICERS AND KEY STAFF ALSO RECEIVE AN ATTESTATION FORM THAT MUST BE SIGNED CONFIRMING THAT THEY WILL DISCLOSE ANY CONFLICTS THAT VIOLATE THE ORGANIZATION'S POLICY. WHEN A CONFLICT DOES EXIST, THE INTERESTED PERSON MUST SUBMIT A DISCLOSURE NOTICE TO THE BOARD AND ABSTAIN FROM MAKING MOTIONS, VOTING, NEGOTIATING, EXECUTING AGREEMENTS, OR TAKING ANY OTHER DIRECT ACTION ON BEHALF OF THE ORGANIZATION WHERE THE CONFLICT MIGHT PERTAIN. THE BOARD REVIEWS ALL CONFLICTS AND DETERMINES IF FURTHER ACTIONS NEED TO BE TAKEN. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION HAS ALL GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE ANNUAL FINANCIAL STATEMENTS ON FILE IN THE ACCOUNTING AND ADMINISTRATION DEPARTMENTS. ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances EQUITY TRANSFER - 1651000; OTHER - -310965; BAPTIST HEALTH CARE CORPORATION 1717 N E STREET PENSACOLA FL 32501 592425151 HEALTHCARE FL 501(c)(3) Type III-FI NA false BAPTIST HEALTH CARE INC 1000 WEST MORENO STREET PENSACOLA FL 32501 590657322 HEALTHCARE FL 501(c)(3) 3 BHC true JAY HOSPITAL INC 14114 ALABAMA STREET JAY FL 32565 592425149 HEALTHCARE FL 501(c)(3) 3 BHC true BAPTIST MEDICAL PARK SURGERY CENTER LLC 9400 UNIVERSITY PKWY PENSACOLA FL 32514 593535262 AMBULATORY SURGERY FL NA ANDREWS INSTITUTE ASC LLC 1040 GULF BREEZE PKWY GULF BREEZE FL 32561 352274952 AMBULATORY SURGERY FL NA LIGHTHOUSE HEALTH PLAN LLC 1717 NORTH E ST STE 320 PENSACOLA FL 32501 823182832 HEALTH INSURANCE FL NA BHI-INTUITIVE HEALTH OF ESCAMBIA COUNTY LLC 5700 GRANITE PARKWAY STE 455 PLANO TX 75024 843637126 FREESTANDING ED FL NA BAPTIST HEALTH VENTURES INC 1717 NORTH E ST PENSACOLA FL 32501 592415910 ADMINISTRATIVE FL NA C Corporation true THE TOWERS PHARMACY INC 1717 NORTH E ST PENSACOLA FL 32501 592667929 RETAIL SALES FL NA C Corporation true LCC HOLDING COMPANY INC 1717 NORTH E ST PENSACOLA FL 32501 592874324 MEDICAL SERVICES FL NA C Corporation true LAKEVIEW ASSOCIATED ENTERPRISES-PHASE I 1221 W LAKEVIEW AVE PENSACOLA FL 32501 611711170 MEDICAL SERVICES FL NA C Corporation true PARCEL 27 LAND CONDOMINIUM ASSOCIATION INC 1221 WEST LAKEVIEW AVE PENSACOLA FL 32501 821313799 CONDO ASSOCIATION FL NA C Corporation true false true false false false false false false false false false true false true true false false false false Baptist Health Care Inc B 758894 FMV