2022-11-10T17:03:29-06:00 2021-12-31 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2021-01-01 475387418 Bartow Regional Medical Center Inc BART 8635338111 2200 Osprey Blvd Bartow FL 33830 Ron Beamon VP, CFO - BayCare Hospital Div 8635338111 2022-11-10 true Ron Beamon 999009999 Brittney Kocaj P01320603 9542028600 2021 2022-09-23 18:48:47Z Glenn Waters 2200 Osprey Blvd Bartow FL 33830 88671000 false X https://baycare.org/brmc X 2015 FL To improve the health of all we serve through community-owned health care services that set the standard for high-quality, compassionate care. 15 13 538 47 5352 2917 475983 75273969 87373726 166932 1352372 654359 76626341 88671000 105179 51847 0 27775926 34016142 0 0 36901891 41285623 64782996 75353612 11843345 13317388 103270855 115666136 7905334 7002734 95365521 108663402 To improve the health of all we serve through community-owned health care services that set the standard for high-quality, compassionate care. false false 64156243 51847 87619905 Bartow Regional Medical Center, Inc. (BRMC) is a full-service 72-bed community hospital which began Operations in 2016. BRMC provided inpatient care to 3,377 patients and treated 35,456 patients in The emergency department during the year. Through efforts of the medical assistance program and the hospital's charity care program, BRMC saw a net community benefit expense totaling Approximately $9.9 million. The hospital also provided other community services totaling nearly $947 thousand. Refer to schedule h for additional information. 64156243 true false false true false false false false false true false false true true true false true false false false false false false false false true true true false true false false false false false false false false false false false false false true false false false true X 0 0 538 true true true false false false false false false false false false false false X 15 13 false false false false true true true true true false false true true true true true true false false false X Janice Polo 7278208021 2985 Drew Street Clearwater FL 33759 BRIAN HINTON TRUSTEE/CHAIR 1.0 0 X X 0 0 0 GLENN WATERS TRUSTEE/EVP, COO BAYCARE 1.0 64.0 X X 0 2413986 68185 MICHAEL MICALLEF TRUSTEE/SECRETARY 1.0 0 X X 0 0 0 ALLEN FISHER TRUSTEE 1.0 0 X 0 0 0 BENJAMIN (BENNY) ROBLES TRUSTEE 1.0 0 X 0 0 0 CRAIG LARISCY TRUSTEE until Dec 2021 1.0 0 X 0 0 0 DAVID LOWRY TRUSTEE 1.0 0 X 0 0 0 DAVID SORG TRUSTEE 1.0 0 X 0 0 0 DON INGRAM TRUSTEE 1.0 1.0 X 0 0 0 FREDERICK (JOHN) MURPHY TRUSTEE 1.0 0 X 0 0 0 JEREMY KATZMANN TRUSTEE 1.0 0 X 0 0 0 KAREN KERR TRUSTEE/PRESIDENT SFBH & BRMC 1.0 47.0 X 0 458831 56765 KENNETH COMPTON TRUSTEE 1.0 0 X 0 0 0 LEA ANN THOMAS TRUSTEE 1.0 0 X 0 0 0 MELONY BELL TRUSTEE 1.0 0 X 0 0 0 ROBERT CLANCEY TRUSTEE 1.0 0 X 0 0 0 STANLEY SHROM TRUSTEE until July 2021 1.0 0 X 0 0 0 RONALD BEAMON VP, CFO BAYCARE HOSP DIV 1.0 52.0 X 0 509475 113133 CLINTON SHOUPPE DIR, OPERATIONS BARTOW REG MED CNTR 45.0 0 X 154618 0 20552 AARON STROSS CLINICAL NURSE INTERNSHIP PROGRAM 45.0 0 X 169206 0 18584 CARMEN TRINDADE MANAGER PHARMACY 45.0 0 X 167236 0 17235 JOHN KINCAID CLINICAL NURSE III - ER 45.0 0 X 212170 0 22227 KEVIN GUFFEY CLINICAL PHARMACIST 45.0 0 X 167730 0 28269 PHILIP MINDEN PRESIDENT SJH SOUTH 45.0 1.0 X 409572 0 67367 CARL TREMONTI FORMER VP, CFO BAYCARE HOSPITAL DIV 0.0 52.0 X 0 681973 63958 1280531 4064264 476273 32 true true false AYA HEALTHCARE INC 5930 CORNERSTONE CT W 300 SAN DIEGO CA 92121 medical services 2884049 WATSON CLINIC LLP C/O ACCOUNTING DEPARTMENT 1430 LAKELAND HILLS BLVD LAKELAND FL 338053202 physician services 1380205 MORRISON HEALTHCARE 2400 YORKMONT RD CHARLOTTE NC 28217 Catering services 1322135 GE PRECISION HEALTHCARE LLC 3000 N GRANDVIEW BLVD WAUKESHA WI 531881615 clinical engineering services 472877 HENKELMAN CONSTRUCTION INC 1830 N CRYSTAL LAKE DR LAKELAND FL 33801 construction services 455600 21 475983 475983 HOSPITAL PATIENT CARE 622110 50556853 50556853 MEDICARE / MEDICAID PAYMENT 622110 36549232 36549232 RENTAL INCOME FROM AFFILIATE 622110 267641 267641 0 0 0 0 87373726 402828 0 402828 0 402828 402828 166932 0 0 166932 166932 166932 MISCELLANEOUS REVENUE 900099 251531 246179 5352 0 0 0 0 251531 88671000 87619905 5352 569760 X 51847 51847 175170 175170 29033423 28977509 55914 905019 903276 1743 2188443 2184229 4214 1714087 1699129 14958 1068 1068 15607133 5763470 9843663 0 71771 68521 3250 1136725 544176 592549 180031 126232 53799 1606188 1381280 224908 162856 162694 162 148478 148478 3905036 3772743 132293 641433 641433 MEDICAL SUPPLIES 13041509 13041478 31 BAD DEBT EXPENSE 35723 35723 ASSESSMENT 902676 902676 PHYSICIAN FEES 659285 659285 3185711 3092064 93647 0 75353612 64156243 11197369 0 815919 556312 7313862 7743330 0 0 0 0 96172 44751 2047677 2514010 354388 380704 64576515 22208625 42435626 42367890 0 45686 102980 18558829 18470829 31602696 43485330 103270855 115666136 4760264 6644152 5250 14875 0 0 707358 150405 2432462 193302 7905334 7002734 X 95365521 108663402 95365521 108663402 103270855 115666136 X 13317388 -19507 X false true X true true true X false true false false false false true 2200 false true 3152 5352 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Lines 1b, 1g. Lobbying activities were performed by employees concerning healthcare issues. Line 1i. Dues were paid to Florida Society of Health System Pharmacists, Florida Hospital Association, and American Hospital Association. These associations use a portion of their respective dues to conduct lobbying activities. 9117488 9117488 36854624 10990132 25864492 166000 99600 66400 18235497 11116750 7118747 202906 2143 200763 42367890 DEPOSITS 1677 DUE FROM AFFILIATES 43483653 43485330 TENANT DEPOSITS LIABILITY ABANDONED PROPERTY Third Party Settlements 187530 Medicare advance payments OTHER LIABILITIES 5772 193302 X 88441581 0 0 88441581 229419 229419 88671000 75124193 0 0 75124193 229419 229419 75353612 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, 2021 or 2020. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements GRANTS - 62487 G/L ON SALE OF ASSETS - 166932 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements GRANTS - 62487 G/L ON SALE OF ASSETS - 166932 true true X true X 250 false true true false true true 3388610 1158847 2229763 0.0296 12427351 5524951 6902400 0.0916 979616 237936 741680 0.0098 0 0 16795577 6921734 9873843 0.1311 565485 565485 0.0075 100260 100260 0.0013 229244 229244 0.0030 0 0 0.0 52334 52334 0.0007 0 0 947323 0 947323 0.0126 0 0 17742900 6921734 10821166 0.1437 0 0.0 0 0.0 0 0.0 2844 2844 0.0000 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0 2844 0 2844 0.0000 true 35723 0 8967200 10067132 -1099932 X true true 1 1 Bartow Regional Medical Center Inc 2200 Osprey Blvd Bartow FL 33830 www.baycare.org/brmc 4428 X X X Bartow Regional Medical Center Inc 1 false false true X X X X X X X X X 19 true true true true X https://baycare.org/hospitals/bartow-regional-medical-center/about-us/community-health-needs X true 19 true https://baycare.org/hospitals/bartow-regional-medical-center/about-us/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 - BARTOW REGIONAL MEDICAL CENTER, INC.. TO SOLICIT INPUT FROM KEY INFORMANTS, THOSE INDIVIDUALS WHO HAVE A BROAD INTEREST IN THE HEALTH OF THE COMMUNITY, AN ONLINE KEY INFORMANT SURVEY WAS IMPLEMENTED AS PART OF THIS PROCESS. A LIST OF RECOMMENDED PARTICIPANTS WAS PROVIDED BY BARTOW REGIONAL MEDICAL CENTER; 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, 82 COMMUNITY STAKEHOLDERS IN THE BARTOW REGIONAL MEDICAL CENTER SERVICE AREA TOOK PART IN THE ONLINE KEY INFORMANT SURVEY, AS OUTLINED ON PAGE 10 OF THE CHNA. SEVERAL OF THE PARTICIPANTS RESPONDING TO THE SURVEY REPRESENT ORGANIZATIONS WHICH WORK WITH LOW-INCOME, MINORITY OR OTHER MEDICALLY UNDERSERVED POPULATIONS. Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - BARTOW REGIONAL MEDICAL CENTER, INC.. CHNA was conducted with the following hospital facilities: 1. Advent Health (Florida Hospital) 2. Johns Hopkins All Children's Hospital 3. Moffitt Cancer Center 4. Tampa General Hospital 5. Winter Haven Hospital Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - BARTOW REGIONAL MEDICAL CENTER, INC.. CHNA was conducted with the following non-hospital facility: Florida Department of Health in Polk County Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - BARTOW REGIONAL MEDICAL CENTER, INC.. Bartow Regional Medical Center is concentrating efforts during the 2020-2022 time period to address the following significant health needs of our community as identified in the most recent CHNA: * Access to health services * Behavioral Health (Mental Health and Substance Use) * Exercise, Nutrition and Weight BARTOW REGIONAL MEDICAL CENTER'S Implementation plan DESCRIBES specific activities that are underway to address these significant health needs during the 2020-2022 time period. Although the majority of the overarching goals, objectives and efforts will focus on these top three focus areas, Bartow Regional Medical Center remains 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 2020-2022 health improvement plan strategies. However, they'll continue to be impacted through existing hospital strategies for clinical excellence and Bartow Regional Medical Center 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. Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - BARTOW REGIONAL MEDICAL CENTER. PATIENTS MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE ON THE FULL BALANCE OF THEIR ACCOUNT IF THE HOSPITAL BILL EXCEEDS 25% OF THEIR ANNUAL INCOME. 2 CENTER FOR WOUND CARE AND HYPERBARICS 2000 OSPREY BLVD SUITE 103 BARTOW FL 33830 WOUND CARE CLINIC BARTOW REGIONAL MEDICAL CENTER OUTPATIENT REHAB 2000 OSPREY BLVD SUITE 102 BARTOW FL 33830 OUTPATIENT REHAB Schedule H, Part VI, Line 7 State filing of community benefit report BARTOW REGIONAL MEDICAL CENTER, INC. 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) For more than 20 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 2021, the BayCare's Wellness and Safety Center educated more than 47,173 children and their families through community programs and events across BayCare's footprint. In 2018, BayCare launched the Healthy Living Coach program with 6 free clinics/federally qualified health centers located in high-risk neighborhoods within the region. Through the program, BayCare continues to provide funding support for 4 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. Faith Community Nursing offers a unique partnership between Bartow Regional Medical Center and the faith communities in Polk County. 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 2021 across BayCare, our Faith Community Nursing team of 310 nurses and 64 community health promoters had direct contact with 67,216 faith community members, provided 2,861 referrals and volunteered more than 37,000 hours. In 2019, BayCare conducted a comprehensive Community Health Needs Assessment (CHNA). The results of this assessment were used to guide the development of a 3-year Strategic Plan for each of our 15 hospitals. One of the most compelling data points to arise from the community survey component of the CHNA was that, of the nearly 20,000 respondents who answered questions related to food insecurity, 30% indicated that in the past year they had been food insecure. In response to these findings, BayCare launched the following initiatives: * BayCare, as a regional anchor institution was positioned and committed to developing innovative strategies to address food insecurity. Partnering with Feeding Tampa Bay, BayCare worked to engage high risk patients who were also food insecure and connect them with a Healing Bag of 2-3 days of non-perishable food upon discharge. The Healing Bags also contained simple to read resources to assist patients in finding help within their community. In 2021, the project provided 2,654 Healing Bags to patients screened as food insecure. This successful project is the first of its kind regionally and will be expanded in 2022. * BayCare also began the process of developing a medically-tailored meal (MTM) program. As a member of the first cohort of agencies to participate in the Feeding America Food is Medicine Accelerator program, BayCare along with Feeding Tampa Bay received guidance and technical assistance from the Accelerator with the intent to pilot a MTM project in late 2021. * In collaboration with Feeding Tampa Bay, BayCare partnered with 18 schools in Hillsborough, Pinellas, Pasco and Polk Counties to provide students and their families food through the Feeding Minds School Pantry program. 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 including COVID-19, and pediatric and adult trials including investigational research in hematology, oncology, cardiology, and tissue banking studies. In 2021, 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. Members of the Collaborative aligned efforts to provide Mental Health First Aid Training to organizations in Hillsborough, Pasco, Pinellas, and Polk Counties. Additionally, in 2021, the Collaborative began preparations to collectively conduct the 2022 Community Health Needs Assessment including development of a community survey and completion of 26 focus groups. Volunteer Activities: In 2021, hospital volunteers provided assistance to patients and visitors at the information desk and in the gift shop, wheelchair assistance and served as patient liaisons in waiting rooms. Team members contributed to the health of the community by: * Participating in a virtual food drive to raise funds for Feeding Tampa Bay. Overall, 486 donors contributed $20,387 in funds providing food to those in need across the region. * Holding the annual Team Member Giving Campaign. Across the system, team members donated $811,326 to BayCare hospital foundations, the emergency team member fund, and the United Way. 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. BARTOW REGIONAL MEDICAL CENTER, 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 ER 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 35723 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 HEALTH DEPARTMENT USING THE CATHOLIC HEALTH ASSOCIATION GUIDE FOR PLANNING AND REPORTING COMMUNITY BENEFITS. Schedule H, Part II Community Building Activities BARTOW REGIONAL MEDICAL CENTER SUPPORTS ACTIVITIES THAT PROMOTE THE HEALTH AND WELLBEING OF COMMUNITY MEMBERS THROUGH ENVIRONMENTAL IMPROVEMENTS. THIS INCLUDES: - RECYCLING COSTS FOR DISPOSABLE ITEMS 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 - Bartow Regional Medical Center, Inc.: Line 16a URL: https://baycare.org/billing-and-insurance/financial-assistance; Schedule H, Part V, Section B, Line 16b FAP Application website - Bartow Regional Medical Center, 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 - Bartow Regional Medical Center, Inc.: Line 16c URL: https://baycare.org/billing-and-insurance/financial-assistance; Schedule H, Part VI, Line 2 Needs assessment BARTOW REGIONAL MEDICAL CENTER, 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. BARTOW REGIONAL MEDICAL CENTER, 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. BARTOW REGIONAL MEDICAL CENTER, INC. recognizes the importance of hearing from those they serve. Along with collecting generally available data, BARTOW REGIONAL MEDICAL CENTER, 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, BARTOW REGIONAL MEDICAL CENTER, 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 BARTOW REGIONAL MEDICAL CENTER, 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 BARTOW REGIONAL MEDICAL CENTER, INC'S 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, BARTOW REGIONAL MEDICAL CENTER, 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 Bartow Regional Medical Center is an acute care facility serving parts of Polk and Hardee counties. The average household income of $77,502 in this area is $16,449 less than the state average household income ($93,951) and $26,124 less than the national average household income ($103,626). 10.0% of households have annual household income below $15,000 per year. The population served is primarily Caucasian Non-Hispanic (57.1%); Hispanics are the second largest ethnic group representing 22.9% of the population. 86.8% of the population are high school graduates or higher educated. Bartow Regional Medical Center is part of BayCare Health System that serves west central Florida. The area served by Bartow Regional has 5 acute care hospitals, all not-for-profit. The entire service area for Bartow Regional is a federally designated area labeled as medically underserved areas/populations. The population served by Bartow Regional Medical Center is expected to grow 5.7% in the next 5 years. This is higher than the expected growth rate of 4.6% for Florida and 3.2% for the United States. The fastest growing population segment is age 65+, expected to grow 14.5% in the next 5 years. Based on Florida inpatient discharge data for the period of 10/01/20 - 9/30/21, the payer mix for the geographic area consists of 47.6% Medicare/Medicare HMO, 18.5% Medicaid/Medicaid HMO, 21.8% Commercial Insurance, 7.0% Self pay/Non-pay, and 5.1% Other. Schedule H, Part VI, Line 5 Promotion of community health Our mission at Bartow Regional Medical Center 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. Bartow Regional Medical Center (BRMC), located in Bartow, Florida, is a 72-bed acute care hospital serving south Lakeland, Bartow, Ft. Meade, Mulberry, rural south Polk County and northern Hardee County. The hospital provides a variety of services including inpatient and outpatient surgery, imaging, emergency medicine, cardiac care, and wound care. The hospital is equipped with four surgery suites, two gastroenterology suites, and one catheterization lab suite. Community Involvement: BRMC involves community members as an essential component of its Board of Trustees, the majority of which are independent. The trustees donate their time, talents and support; assist with policy formulation, decision making and oversight; and hail from a wide range of industries. The organization extends medical staff privileges to qualified physicians in the community. The hospital enables its leaders to participate in organizations that benefit the well-being of the community including Bartow 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 2021 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. 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 2021, through funding support, BayCare provided screenings to 1,708 individuals, referred 1,402 individuals to lifestyle-change programs (Get into Fitness Today, National Diabetes Prevention Program, or Diabetes Education Empowerment Program) and instructor-led physical activity to achieve the best possible results for the most vulnerable. Economic Impact: There are 399 extraordinary BRMC team members and 315 physicians, who together bring the BRMC mission to life. BRMC is a member of the Lakeland Economic Development Council, Bartow Chamber of Commerce, and Bartow Economic Development Council. By inviting the next generation of health care workers to learn from the skill and expertise of our current team members, BRMC provides valuable benefit to the community. In 2021, staff time equivalent to over $100,000 was used to educate approximately 280 students who received education, guidance and encouragement from clinical rotations, mentorships, and practicums at BRMC. Recognition: Bartow Regional Medical Center recognition: * BRMC's Center for Wound Care and Hyperbaric Medicine received Center of Distinction award from Healogics, which provides advanced wound care. * Bartow Regional Medical Center is an accredited Center of Excellence by the Surgical Review Corporation for practicing the gold standard of evidence-based surgical care. * The hospital also made the list of Fortune/IBM Watson Health 100 Top Hospitals for the first time, in the small community hospital category. Responding to Needs: The second year of the coronavirus pandemic proved once again the mettle of BayCare team members and physicians-almost 28,000 strong. Demonstrating stamina and agility, our extraordinary team adapted constantly to the virus' variants and provided the exceptional care the community relies on. The year 2021 was an endurance test, from the year's optimistic start with a growing supply of COVID-19 vaccines to the incredible toil of the summer's Delta wave, and to the arrival, at year's end, of the Omicron variant. Addressing COVID-19 came in addition to the community's other health care needs, not in lieu of it. In the first quarter, office spaces were converted into vaccination clinics, delivering 89,368 doses of vaccine to BayCare employees plus other health care workers, patients age 65 and over, medically vulnerable adults under age 65 and other vulnerable populations. The clinics continued operations until retail pharmacies began offering vaccinations. Then, during the Delta surge, BayCare team members stepped away from their normal duties when they could to help out wherever they were needed as COVID-19 patient counts skyrocketed. They served food in hospital cafeterias, pushed gurneys, cleaned rooms, restocked supplies and sat with patients to provide frontline caregivers as much support as possible. While fighting the virus was job one for the health system in 2021, team members also worked steadily on achieving goals that had been set for the year and growing BayCare's services for the communities of West Central Florida, always remaining focused on BayCare's mission to set the standard for high-quality, compassionate care. In 2021, BayCare continued their relationship with The Bartow Church Service Center and supplied $15,000 to expand their food pantry. The center is known as a primary location within Bartow to supply access to the community by means of an onsite food pantry. Through the money received, the center was able to install a generator to ensure that frozen items maintain the appropriate temperature for distribution. For the 2021 calendar year, Bartow Church Service Center distributed 173,535 lbs. of food and served 9,171 individuals. In 2021 across BayCare, our Financial Assistance team members worked hard to overcome the challenges the COVID pandemic presented. The team screened approximately 58,000 patients, completing approximately 23,000 applications for reimbursable programs like Medicaid and another 38,000 charity related applications, providing support in overcoming barriers to accessing health care. 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 2021, the program provided 16,288 rides to patients. In 2021, the Bartow Regional Medical Center's Care Coordination Team provided approximately $178,000 in 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. 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. Behavioral Health Liaisons are trained therapists who work with a wide variety of patients to offer care and connect them to resources beyond their hospital stay. Our liaisons help patients with issues from anxiety over a new diagnosis to complex substance use disorders, often facilitating follow up care with outpatient providers. The liaisons also provide care for our team members, which was a crucial support during the high stress months of COVID-19 peak volumes. In 2021, Bartow Regional Medical Center's liaison provided support to 368 patients. BayCare's Community Health team develops community partnerships with area agencies, providing wellness education and disease prevention screenings directly into area neighborhoods. The COVID pandemic prevented the team from being onsite with many partners; however, Community Health was able to participate in 113 events and programs in 2021 and was able to promote better health to more than 1,800 people. (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 15 hospitals and hundreds of other convenient locations throughout the Tampa Bay and West Central Florida regions. Inpatient and outpatient services include acute care, primary care, imaging, laboratory, surgery centers, wellness centers, behavioral health, home care and urgent care. BayCare's 2021 Report to the Community can be viewed at BayCare.org/AnnualReport. BayCare's 15 hospitals are BayCare Alliant, Bartow Regional Medical Center, 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 2021, BayCare began construction of two new hospitals to provide acute care services in parts of the region experiencing rapid population growth. South Florida Baptist Hospital will receive a new facility near its current location and BayCare Hospital Wesley Chapel is expected to open in 2023. 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. With $4.9 billion in operating revenue in 2021, 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. BayCare has 3,892 hospital beds, 20 urgent care centers, 4 surgery centers, 15 outpatient imaging facilities, 177 physician practice locations and 36 walk-in care stations in Publix supermarkets. BayCare annually generates $8.5 billion in economic impact in the region and state. BayCare is one of the largest employers in the Tampa Bay area, with 27,739 team members. During 2021, BayCare provided $702.1 million in benefits for its employees, including more than $205.2 million in retirement, $182 million in medical insurance, $162.9 million in paid time off and $44.9 million in education and development. In 2021, FORTUNE magazine and Great Place to Work ranked BayCare 68th on the 100 Best Companies to Work For national list. BayCare also was ranked seventh out of 28 large U.S. companies on the list of Best Workplaces in Health Care and Biopharma 2021 by Great Place to Work and FORTUNE. BayCare also made the 2021 Top Workplaces list of the Tampa Bay Times newspaper. In 2021, BayCare provided $497 million in total Community Benefit, including $357 million in Medicaid and other income-based programs, $91 million in traditional charity care and $49 million in unbilled community services, all measured in unreimbursed costs. After a Community Health Needs Assessment conducted in 2019 identified food insecurity as one of the top issues in the Tampa Bay and West Central Florida regions - an issue exacerbated by the pandemic - BayCare stepped up to help not just our patients, but individuals and families throughout the area we serve. BayCare partnered with not-for-profit Feeding Tampa Bay and committed $450,000 to open food pantries in 18 public schools in lower-income neighborhoods across four counties. In 2021, BayCare distributed more than 2,650 "Healing Bags" of food to our patients who identified food insecurity as a problem. BayCare also adjusted its patient record system to prompt case managers to ask every vulnerable, high-risk patient about food insecurity and record the answer so that hunger can be diagnosed and treated like other medical problems. BayCare also invested $100,000 in underwriting the creation of a West Central Florida web portal that can connect individuals to social service agencies able to help them with long-term needs. BayCare's financial strength, the efficiencies gained from its operating model, its visionary leadership, the hard work of its team members, and its determination to provide exceptional care to its patients helped BayCare in 2021 retain its ranking in the top 20% of large U.S. health systems by IBM Watson Health. Twenty-five years after it was created, BayCare is achieving the goal of its founders to preserve 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 Central Florida Healthcare 47 5th St NW Winter Haven FL 33881 591404594 501(C)(3) 24347 Access to Healthcare Church Service Center 495 E Summerlin St Bartow FL 33830 591162397 501(C)(3) 15000 Food Insecurity Northside Behavioral Health Center 12512 Bruce B Downs Blvd Tampa FL 33612 591641327 501(C)(3) 12500 Access to Healthcare 3 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. BARTOW REGIONAL MEDICAL CENTER, 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 GLENN WATERS TRUSTEE/EVP, COO BAYCARE 0 980116 0 494363 0 939507 0 24659 0 43526 0 2482170 0 590778 KAREN KERR TRUSTEE/PRESIDENT SFBH & BRMC 0 283011 0 88916 0 86903 0 24016 0 32749 0 515595 0 0 CARL TREMONTI FORMER VP, CFO BAYCARE HOSPITAL DIV 0 416332 0 137358 0 128282 0 43806 0 20152 0 745931 0 0 RONALD BEAMON VP, CFO BAYCARE HOSP DIV 0 385204 0 114184 0 10087 0 76108 0 37025 0 622607 0 0 CLINTON SHOUPPE DIR, OPERATIONS BARTOW REG MED CNTR 138931 0 15119 0 568 0 7504 0 13048 0 175170 0 0 0 KEVIN GUFFEY CLINICAL PHARMACIST 155212 0 3255 0 9263 0 7488 0 20781 0 195999 0 0 0 JOHN KINCAID CLINICAL NURSE III - ER 184133 0 24516 0 3521 0 10513 0 11714 0 234397 0 0 0 PHILIP MINDEN PRESIDENT SJH SOUTH 286057 0 86704 0 36811 0 52165 0 15202 0 476939 0 0 0 AARON STROSS CLINICAL NURSE INTERNSHIP PROGRAM 149601 0 15905 0 3701 0 8326 0 10258 0 187790 0 0 0 CARMEN TRINDADE MANAGER PHARMACY 155457 0 11018 0 761 0 8087 0 9148 0 184470 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation TThe 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. Philip Minden - Participated in a supplemental nonqualified deferred compensation plan. He had $22,455 in benefits vest in 2021. This amount is included in Part II (B)(iii) Other Compensation. He had $37,674 of nonvested benefits accrue during 2021. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $8,836. Glenn Waters - Participated in a supplemental nonqualified deferred compensation plan. He had $866,844 in benefits vest in 2021. This amount is included in Part II (B)(iii) Other Compensation. He became 100% vested in 2021. The plan made cash distribution of $341,103 in 2021. Ronald Beamon - Participated in a supplemental nonqualified deferred compensation plan. He had $61,608 of nonvested benefits accrue during 2021. This amount is included in Part II (C) Retirement and other deferred compensation. Carl Tremonti - Participated in a supplemental nonqualified deferred compensation plan. He had $78,695 in benefits vest in 2021. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $30,967 in 2021. Karen Kerr - Participated in a supplemental nonqualified deferred compensation plan. She had $54,119 in benefits vest in 2021. This amount is included in Part II (B)(iii) Other Compensation. She had $9,516 of nonvested benefits accrue during 2021. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $21,296. Form 990, Part V, Line 1a Number reported 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 15b Process for determining compensation SEE NARRATIVE FOR PART VI, LINE 15A 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 OFFICER & 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 2021, BUT THE COMPENSATION COMMITTEE REGULARLY MONITORS COMPENSATION AND ALL OTHER PROCEDURES ARE FOLLOWED ANNUALLY. 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 6 Classes of members or stockholders THE SOLE MEMBER OF THE CORPORATION IS BAYCARE HEALTH SYSTEM, INC. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE BOARD SHALL CONSIST OF A MINIMUM OF TWELVE (12) AND A MAXIMUM OF SIXTEEN (16) DIRECTORS, AS DETERMINED BY THE SOLE MEMBER FROM TIME TO TIME. SUCH DIRECTORS SHALL BE APPOINTED AS FOLLOWS: (I) FOUR DIRECTORS SHALL BE APPOINTED BY THE MEDICAL STAFF; AND (II) THE REMAINING DIRECTORS SHALL BE APPOINTED BY THE SOLE MEMBER, A MAJORITY OF WHICH SHALL BE INDEPENDENT, COMMUNITY MEMBERS. SUBJECT TO ARTICLE III OF THE BYLAWS, THE BUSINESS AND AFFAIRS OF THE CORPORATION SHALL BE MANAGED BY THE BOARD OF DIRECTORS IN A MANNER CONSISTENT WITH THE BYLAWS AND OTHER APPLICABLE LAW. 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: (1) THE APPROVAL of THE CORPORATION'S STRATEGIC PLAN, OPERATING BUDGETS, AND CAPITAL BUDGETS; (2) THE APPROVAL OF THE CORPORATION'S PHILOSOPHY, MISSION STATEMENT, AND PURPOSES; (3) THE ADDITION, DELETION, OR RECONFIGURATION OF THE SERVICES AMONG THE CORPORATION AND ITS AFFILIATES; (4) THE ESTABLISHMENT OF THE FEES AND CHARGES ON BEHALF OF THE CORPORATION; (5) THE EXECUTION OF MANAGED CARE CONTRACTS ON BEHALF OF THE CORPORATION; (6) THE APPROVAL OF NON-BUDGETED EXPENDITURES AND INCURRENCE OF INDEBTEDNESS ABOVE LIMITS APPROVED BY THE SOLE MEMBER FROM TIME TO TIME; (7) THE HIRING, FIRING, DISCIPLINE, AND DISCHARGE OF THE CORPORATION'S PRESIDENT; (8) THE PURCHASE, SALE, TRANSFER, LEASE, LOAN, OR OTHER ENCUMBRANCE OF THE CORPORATION'S ASSETS ABOVE A CERTAIN THRESHOLD APPROVED BY THE SOLE MEMBER FROM TIME TO TIME; (9) AMENDMENT OF THE ARTICLES OF INCORPORATION AND THE BYLAWS; (10) THE FILING OF A VOLUNTARY PETITION IN BANKRUPTCY OR OTHER APPLICATION FOR JUDICIAL RELIEF FROM THE CREDITORS OF THE CORPORATION; AND (11) 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 BARTOW REGIONAL MEDICAL CENTER, 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. 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: 9754732, Program Service Expense: , Management and General Expenses: 9754732, Fundraising Expenses: ; PROFESSIONAL FEES - Total Expense: 3499788, Program Service Expense: 3499788, Management and General Expenses: , Fundraising Expenses: ; OTHER OUTSIDE SERVICES - Total Expense: 2025814, Program Service Expense: 2025814, Management and General Expenses: , Fundraising Expenses: ; MEDICAL RECORDS CODING - Total Expense: 254279, Program Service Expense: 232516, Management and General Expenses: 21763, Fundraising Expenses: ; OTHER - Total Expense: 72520, Program Service Expense: 5352, Management and General Expenses: 67168, 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: ; - 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 BOND ISSUANCE INTEREST PMNT - -19508; ROUNDING - 1; BAYCARE HEALTH SYSTEM INC 2985 DREW STREET CLEARWATER FL 337593012 592796965 HEALTH SVCS FL 501(c)(3) Type I NA false BAYCARE BEHAVIORAL HEALTH INC 7809 MASSACHUSETTS AVE NEW PORT RICHEY FL FL 346533028 591371752 HEALTH SVCS FL 501(c)(3) 7 BCHS false BEHAVIORAL HEALTH MGMT SERVICES INC 900 CARILLON PKWY STE 406 ST PETERSBURG FL 337161121 593279573 HEALTH SVCS FL 501(c)(3) 10 BC BEH HEALTH false BAYCARE EMERG ASSISTANCE PROGRAM 2985 DREW STREET CLEARWATER FL 337593012 592697770 EMER ASST FL 501(c)(3) 10 BCHS false BAYCARE HOME CARE INC 8452 118TH AVE N LARGO FL 337735007 593582520 HOME HEALTH FL 501(c)(3) 10 BCHS false BAYCARE MEDICAL GROUP INC 300 S PARK PLACE BLVD CLEARWATER FL 337594931 593140035 PHYSICIANS FL 501(c)(3) 10 BCHS false WINTER HAVEN HOSPITAL INC 200 AVENUE F NE WINTER HAVEN FL 338814131 590724462 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 2985 DREW STREET CLEARWATER FL 337593012 832099849 POTENTIAL HOSPITAL FL 501(c)(3) 3 BCHS false BAYCARE MANATEE INC 2985 DREW STREET CLEARWATER FL 337593012 863276411 POTENTIAL HOSPITAL FL 501(c)(3) 3 BCHS false BC PURCHASING PARTNERS LLC 2985 Drew Street Clearwater FL 33759 640950837 GROUP PURCHASING FL BCHS Related 298304 216277 false 5352 false 0.0200 BC SURGERY CENTERS LLC 8452 118TH AVE N LARGO FL 337735007 460591430 SURGERY CENTER FL NA N/A false false BCHS INSURANCE LTD 720 W BAY RD BUCKINGHAM SQUARE GRAND CAYMAN CJ KY11102 CAPTIVE INSURANCE CJ 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