2021-08-09T14:00:49-05:00 2020-09-30 861065772 DELOITTE TAX LLP 7900 Tysons One Place Ste 800 McLean VA 22102 990 2019-10-01 650267668 Baptist Health South Florida Inc BAPT 7866627000 6855 Red Road Suite 600 Coral Gables FL 331433632 Janette Sanchez Corporate VP of Finance 2021-08-09 true Rachel Kaufman P01485017 7032511000 2019 2022-09-23 18:48:47Z Brian E Keeley 6855 Red Road Suite 600 Coral Gables FL 331433632 6324434231 false X WWW.BAPTISTHEALTH.NET X 1991 FL SEE FORM 990, PART III, LINE 1 35 35 23997 0 70748 2013665 558462493 680966220 610535648 734777936 112121188 151473688 12885778 -123618301 1294005107 1443599543 4806683 885603872 0 275329462 315605267 0 0 415374416 506638906 695510561 1707848045 598494546 -264248502 6800060279 6700544156 2087512529 1731423764 4712547750 4969120392 SEE SCHEDULE O false false 1430233291 885603872 605868915 SEE SCHEDULE O 1430233291 true true false true false false false false true true false false true true true false true false true true false false false false false false true false true true false false false false false false false false false false false false false false true true true true false false true X 1563 1 true 23997 true true true true CJ false false false false false false false false true false X 35 35 true false true false false false false true true false false true true true true true true true true true false CA FL GA OK X Finance Department 7866627000 6855 Red Road Suite 600 Coral Gables FL 331433632 Aida Shafer Trustee 2.0 2.0 X 0 0 0 Albert Nahmad Trustee 2.0 2.0 X 9984 0 0 Bill R Tillett Trustee 2.0 8.0 X 0 0 0 Calvin H Babcock Trustee 2.0 2.0 X 0 0 0 Carmen Perez-Carlton Trustee 2.0 0 X 0 0 0 CHRISTINE E LYNN Trustee 2.0 6.0 X 0 0 0 Erik Cummings Trustee 2.0 0 X 0 0 0 Gary Becker MD Trustee - Beg 06/2020 2.0 2.0 X 0 0 0 George E Cadman III Trustee 2.0 4.0 X 0 0 0 Herbert H Greene MD Trustee 2.0 4.0 X 196 0 0 I Jeffrey Pheterson ESQ Trustee 2.0 12.0 X 0 0 0 James Carr Trustee 2.0 8.0 X 0 0 0 Jana Sigars-Malina Trustee 2.0 0 X 0 0 0 Jane Alonso Trustee 2.0 0 X 0 0 0 Jay A Hershoff ESQ Trustee 2.0 6.0 X 5549 0 0 John Scott Weston Trustee 2.0 6.0 X 0 0 0 Karel Foti Trustee 2.0 2.0 X 0 0 0 Maritza G Montiel Trustee 2.0 0 X 0 0 0 Norman Kenyon MD Trustee - End 04/2020 2.0 4.0 X 0 0 0 Pablo Miret Trustee 2.0 0 X 0 0 0 Paul D May Trustee 2.0 2.0 X 0 0 0 Rev Dr Gary Johnson Trustee 2.0 4.0 X 0 0 0 Rev Dr Marcos A Ramos Trustee 2.0 2.0 X 0 0 0 Rev Dr William W White Trustee 2.0 4.0 X 0 0 0 Rev Richard Ledgister Trustee 2.0 0 X 0 0 0 Rev Wadler Jules Dr Director - Beg 07/2020 2.0 0 X 0 0 0 Rev William Chambers III Trustee 2.0 4.0 X 0 0 0 Rev Wilner Maxy Trustee - End 09/2020 2.0 0 X 0 0 0 Richard Dailey Trustee 2.0 0 X 0 0 0 Richard Schmidt Trustee 2.0 0 X 0 0 0 Robert Berrin Director - Beg 10/2019 2.0 4.0 X 0 0 0 Roberta Stokes Trustee 2.0 14.0 X 580 0 0 Ronald A Shuffield Trustee 2.0 6.0 X 956 0 0 Rudy Kranys Trustee 2.0 8.0 X 0 0 0 Sheldon Anderson Trustee 2.0 2.0 X 0 0 0 Tom Davidson Trustee 2.0 0 X 0 0 0 Tomas Erban Trustee - End 10/2019 2.0 2.0 X 0 0 0 William Dickinson Trustee 2.0 8.0 X 0 0 0 Yerby T Barker Trustee 2.0 2.0 X 0 0 0 Albert Boulenger COO 50.0 0.0 X 1735503 0 233685 Ana Lopez-Blazquez CSO 50.0 0 X 1047009 0 163163 Brian Keeley CEO & President 50.0 0 X 3026826 0 36219 Jack Ziffer MD CMO 50.0 0.0 X 1779085 0 51403 Joe Natoli Chief Admin Officer 48.0 4.0 X 1267906 0 246934 Matthew Arsenault CFO 50.0 0 X 1302783 0 236413 Adriene McCoy SR VP Chief HR Officer 50.0 0 X 973983 0 144653 David Friedman SR VP General Counsel 50.0 0 X 1008166 0 170756 Philomena Taylor CIO 50.0 0 X 899935 0 136883 Dr Mark Hauser President of Medical Staff Affairs 50.0 0.0 X 1053958 0 26916 Javier Hernandez-Lichtl CEO-Doctors Hospital 0.0 50.0 X 908079 0 129197 Lincoln S Mendez CEO - Boca Raton Regional Hospital, Inc 50.0 4.0 X 1054538 0 131254 Michael Zinner MD CEO - Miami Cancer Institute 50.0 0.0 X 1647993 0 15565 Patricia Rosello CEO - Baptist Hospital of Miami 50.0 0.0 X 1204155 0 197889 D Wayne Brackin Former COO 0.0 0 X 682000 0 0 Ralph Lawson Former CFO 10.0 8.0 X 145588 0 0 19754770 0 1920930 665 true true false CERNER CORPORATION PO BOX 959156 ST LOUIS MO 63195 SOFTWARE SUPPORT 26622513 ANF GROUP INC 2700 DAVIE ROAD DAVIE FL 33314 Construction Services 18046085 MEDIA COUNSELORS 7700 N KENDALL DR SUITE 801 MIAMI FL 33156 CONSULTING SERVICES 9227306 MICROSOFT CORPORATION 1950 N STEMMONS FWY 5010 DALLAS TX 75207 SOFTWARE SUPPORT 8760929 PRESIDIO NETWORKED SOLUTIONS PO BOX 822169 PHILADELPHIA PA 19182 SOFTWARE SUPPORT 7984450 210 680942012 24208 680966220 Management Fees 561300 732722568 732722568 Partnership Income 541900 1909723 4689418 -2779695 Grant Revenue 900099 145645 145645 0 0 0 0 734777936 77085502 2213346 74872156 8251754 5563351 2688403 0 2688403 2688403 4930864880 18794643 4857937692 17333645 72927188 1460998 74388186 74388186 Child Care Revenue 624410 1965220 1965220 EHR Revenue 900099 1159517 1159517 Inherent Contribution of Net Assets 900099 -131025077 -131025077 1593636 956539 637097 0 -126306704 1443599543 608648610 70748 153913965 885603872 885603872 13250550 13250550 252226364 214392409 37833955 5954841 4882970 1071871 27822212 22814214 5007998 16351300 13408066 2943234 3085011 3085011 7790820 3895410 3895410 1938400 1938400 461258 461258 16628233 13635151 2993082 37489023 30740999 6748024 0 35976240 29500517 6475723 8697128 7131645 1565483 126232484 103510637 22721847 11136824 9132196 2004628 876147 718441 157706 1949 1598 351 17895072 14673959 3221113 41567691 41567691 79083447 64848427 14235020 Collection Expense 100791044 100791044 Miscellaneous Expense 9760891 8003931 1756960 Scholarship Program 3509257 2877591 631666 Recruitment expense 2604008 2604008 1113979 0 1113979 0 1707848045 1430233291 277614754 0 132276307 179690771 0 696788 0 62681 0 0 0 0 66821597 64290802 10489635 27701147 31671356 39929518 927707203 405265919 492531835 522441284 3138980034 3714167839 0 0 2927289515 2151563326 6800060279 6700544156 274295272 313528261 0 230882747 0 0 1813217257 1187012756 2087512529 1731423764 X 4633673269 4887831727 78874481 81288665 4712547750 4969120392 6800060279 6700544156 X -264248502 112374030 408447114 X false true X true false X X 13 BAPTIST HOSPITAL OF MIAMI INC 590910342 3 true 0 0 BAPTIST HEALTH SOUTH FLORIDA FOUNDATION 591923401 7 true 0 0 SOUTH MIAMI HOSPITAL INC 590872594 3 true 0 0 HOMESTEAD HOSPITAL INC 650232993 3 true 0 0 MARINERS HOSPITAL INC 591987355 3 true 0 0 DOCTORS HOSPITAL INC 043775926 3 true 0 0 WEST KENDALL BAPTIST HOSPITAL 522438452 3 true 0 0 BAPTIST OUTPATIENT SERVICES INC 562290370 3 true 0 0 BAPTIST HEALTH MEDICAL GROUP INC 462597739 9 true 0 0 MIAMI CANCER INSTITUTE AT BAPTIST 473090066 9 true 0 0 FISHERMEN'S HEALTH INC 821682066 3 true 0 0 BETHESDA HOSPITAL INC 592447554 3 true 0 0 Boca Raton Regional Hospital Inc 591006663 3 true 0 0 13 0 0 true false false false false true false false false false false false false false false true true true X true true Schedule A, Part IV, Section A, Line 6 Support to other supported orgs BAPTIST HEALTH SOUTH FLORIDA CONTRIBUTES TO ORGANIZATIONS THAT ARE IN ALIGNMENT WITH OUR MISSION. THE ORGANIZATION STRIVES 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 COMMUNITIES RECEIVE FROM THEM. Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment Policies THE OFFICERS AND BOARD OF TRUSTEES OF THE SUPPORTING ORGANIZATION MAINTAIN A CLOSE CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS AND BOARD OF DIRECTORS OF THE SUPPORTED ORGANIZATION. IN ADDITION, THE INVESTMENT REVIEW COMMITTEE SHALL REVIEW THE PERFORMANCE OF THE INVESTMENT ADVISORS AND INVESTMENT MANAGERS FOR SUPPORTING AND SUPPORTED ORGANIZATIONS, AND SHALL MAKE RECOMMENDATIONS TO THE BOARD. THE INVESTMENT REVIEW COMMITTEE SHALL BE COMPRISED OF I) NOT LESS THAN FIVE MEMBERS FROM THE BOARD WHO SHALL BE APPOINTED BY THE BOARD ON THE RECOMMENDATION OF THE NOMINATING COMMITTEE, ONE OF WHOM SHALL BE THE CHAIRPERSON OF THE FINANCE COMMITTEE, AND II) A VOTING MEMBER FROM THE BOARD OF DIRECTORS OF EACH SUPPORTED ORGANIZATION. Schedule A, Part IV, Section E, Line 3a Power To Appoint/Elect Majority of Officer/Director/Trustee AS DESCRIBED IN THE ARTICLES OF INCORPORATION FOR EACH SUPPORTED ORGANIZATION, BAPTIST HEALTH SOUTH FLORIDA HAS THE AUTHORITY TO APPOINT TWO BOARD MEMBERS FOR EACH OF THE SUPPORTED ORGANIZATIONS. THE BOARD OF TRUSTEES OF BHSF APPROVES ALL NOMINEES FOR EACH SUPPORTED ORGANIZATION'S BOARD. Schedule A, Part IV, Section E, Line 3b Substantial Direction Over Policies/Programs/Activities BAPTIST HEALTH SOUTH FLORIDA EXERCISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF EACH OF ITS SUPPORTED ORGANIZATIONS. MANY FUNCTIONS INCLUDING FINANCE, HUMAN RESOURCES, LEGAL, STRATEGIC PLANNING, ETC. ARE RETAINED BY BHSF IN ACCORDANCE WITH THE ARTICLES OF INCORPORATION OF EACH SUPPORTED ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 461258 461258 461258 461258 1429772033 5569431920 1430233291 5569893178 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 660900 672855 446996 461258 2242009 250000 250000 250000 250000 1000000 1500000 0 0 0 0 Schedule C, Part II-A FOUR-YEAR AVERAGING EXPLANATION THE GOVERNMENT RELATIONS DEPARTMENT PROVIDES SUPPORT RELATED TO LEGISLATIVE AND REGULATORY ISSUES AT THE FEDERAL STATE AND LOCAL LEVELS OF GOVERNMENT ON ISSUES INCLUDING BUT NOT LIMITED TO REIMBURSEMENT, POLICY DEVELOPMENT, ZONING, AND RELATED MATTERS. 4543439 96997 4640436 1377209 3166230 4543439 1269111 108098 1377209 910000 359111 1269111 750000 160000 910000 0.0 1.0 0.0 false true true 182753741 182753741 173670727 56155501 117515226 16228777 12158014 4070763 169655180 125845509 43809671 385398778 211106895 174291883 522441284 INVESTMENT IN AFFILIATES 1333938483 DUE FROM AFFILIATES 697289221 BENEFICIAL INTEREST IN ASSETS OF BHSF FOUNDATION INC 40970588 Right of Use Assets 34574128 OTHER INVESTMENTS 25299985 ACCRUED INTEREST RECEIVABLE 10858304 OTHER ASSETS 4227997 DEPOSITS 2553775 Note Receivable 1850845 2151563326 DUE TO AFFILIATES 865365875 2017 TAXABLE BONDS 250000000 OTHER LIABILITIES 31114967 Right of Use Liabilities - Long-Term 30711150 Right of Use Liabilities - Short-Term 6633247 SELF INSURANCE RESERVE 3174112 ASSET RETIREMENT OBLIGATION 13405 COMMERCIAL PAPER 1187012756 X 877365434 112374030 10141187 122515217 754850217 688749326 688749326 1443599543 817837813 4102353 4102353 813735460 894112585 894112585 1707848045 Schedule D, Part V, Line 4 Intended uses of endowment funds BAPTIST HEALTH SOUTH FLORIDA, INC'S (BHSF) ENDOWMENT CONSISTS OF FUNDS THAT HAVE BEEN LIMITED BY DONORS TO A SPECIFIC TIME PERIOD OR PURPOSE. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES OF AMERICA, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. ALL ENDOWMENTS RECEIVED BY BHSF HAVE BEEN RECORDED AS PERMANENTLY RESTRICTED NET ASSETS DUE TO THE DONOR IMPOSED RESTRICTIONS. ENDOWMENT FUNDS RECEIVED ARE INCLUDED IN ASSETS WHOSE USE IS LIMITED AND INVESTED IN ACCORDANCE WITH BHSF'S INVESTMENT POLICY. GIFTS DONATED TO THE PERMANENTLY RESTRICTED ENDOWMENTS ARE CLASSIFIED AS PERMANENTLY RESTRICTED NET ASSETS AT THEIR ORIGINAL FAIR VALUE. GIFTS DONATED WITH TEMPORARY RESTRICTIONS ARE CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS AT THEIR ORIGINAL FAIR VALUE, UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY BHSF, BHSF HOSPITALS, BAPTIST HEALTH MEDICAL GROUP INC, MIAMI CANCER INSTITUTE AT BAPTIST HEALTH INC AND BOS IN ACCORDANCE WITH DONORS' WISHES. INCOME DERIVED FROM PERMANENTLY AND TEMPORARILY RESTRICTED NET ASSETS IS EXPENDABLE TO SUPPORT BHSF, BHSF HOSPITALS, BAPTIST HEALTH MEDICAL GROUP INC, MIAMI CANCER INSTITUTE AT BAPTIST HEALTH INC AND BOS, ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. THE PURPOSE OF ROBERT COLE LECTURE SERIES DINNER ENDOWMENT FUND IS TO SUPPORT AN ANNUAL DINNER LECTURE FOR NURSES. THE PURPOSE OF JOSEPH T. OSTROSKI, MD ENDOWMENT FUND IS TO SUPPORT PHYSICIANS FOR THE PHYSICIAN LIAISON OF THE FOUNDER SOCIETY IN PERPETUITY WHO FACILITATES FOUNDER'S HEALTHCARE NEEDS AND SERVES AS A PATIENT ADVOCATE FOR FOUNDATION, HOSPITALITY & BUSINESS RELATIONS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The current accounting standards require that deferred income taxes reflect the tax consequences on future years of differences between the tax bases of assets and liabilities and their bases for financial reporting purposes. Accounting for Uncertainty in Income Taxes, ASC 740-10 (formerly FIN48), prescribes a comprehensive model for how an organization should measure, recognize, present, and disclose in its financial statements uncertain tax positions that an organization has taken or expects to take on a tax return. Future tax benefits, such as minimum tax credit carry forwards, are required to be recognized to the extent that realization of such benefits is more likely than not. As of September 30, 2020 and 2019, BHSF had no material unrecognized tax positions. No material unrecognized tax positions are expected through September 30, 2021. BHSF is periodically audited by federal and state taxing authorities. The outcome of these audits may result in BHSF being assessed taxes in addition to amounts previously paid. Federal returns for fiscal years 2017 through 2019 remain open and subject to examination by the Internal Revenue Service. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Equity in Affiliates - 26769480 Investment Management Fees - -16628233 Other Adjustment - -60 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Rental Expenses - -5563351 Book to Tax Differences From Investment in Partnerships - 14134283 Loss on Disposal of Assets - 1460998 Contributions from Affiliates - XXX-XX-XXXX Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Rental Expense - 5563351 Loss on Disposal of Assets - -1460998 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Investment Management Fees - 16628233 Book to Tax Differences from Investment in Partnerships - 4760661 CONTRIBUTIONS TO BHMG - XXX-XX-XXXX Central America and the Caribbean 3 0 Program Services MARKETING 808267 North America (Canada & Mexico only) 0 0 Program Services MARKETING 144073 South America 0 0 Program Services Marketing 119215 Europe (Including Iceland and Greenland) 0 0 Investments Investment-related expenses 592385 Europe (Including Iceland and Greenland) 0 0 Program Services MARKETING 434212 South Asia 0 0 Program Services Marketing 1047 3 0 0 0 3 0 2099199 0 2099199 true false true true false false true Adrienne Arsht Center Foundation Inc 1300 Biscayne Blvd Miami FL 33132 262567808 501(c)(3) 10000 Contribution for fundraising efforts and networking opportunities South Florida Jail Ministries Inc - Agape Network 22790 SW 112th Ave Miami FL 33170 592471230 501(c)(3) 150000 Contribution to enhance the health and well-being of individuals in the area of behavioral health Alliance for Aging Inc 760 NW 107th Ave NO 214 Miami FL 33172 650101947 501(c)(3) 6000 Contribution to annual conference and staff appreciation lunch DAVE & MARY ALPER JEWISH COMMUNITY CENTER INC 11155 SW 112 AVENUE Miami FL 33176 592736411 501(c)(3) 7500 Contribution to community programming and summer camp AMERICAN CANCER SOCIETY PO Box 930461 ATLANTA GA 31193 131788491 501(c)(3) 39500 Contribution to support Relay for Life and Making Strides against cancer in Monroe, Miami-Dade, and Broward AMERICAN HEART ASSOCIATION PO Box 4002900 DES MOINES IA 50340 135613797 501(c)(3) 75000 Contribution to AHA Heart walk and "Check, Change, Control" events AMERICAN LUNG ASSOCIATION 55 W Wacker Drive Chicago IL 60601 131632524 501(c)(3) 5200 Supported fundraisers in Miami and Fort Lauderdale AMERICAN RED CROSS 2025 E street NW WASHINGTON DC 20006 530196605 501(c)(3) 10000 Supported their fundraising efforts at the Miami Ball Bayan Community Health Center Inc 6100 Blue Lagoon Dr NO 400 Miami FL 33126 273164934 501(c)(3) 210000 Funds to support the expansion of 10 additional receiving beds Be The Match Foundation 500 N 5th ST Minneapolis MN 554011206 411704734 501(c)(3) 10000 Support for the Be-the-match donor registry swabbing event which raises awareness for bone marrow transplants BIG BROTHERS BIG SISTER 701 SW 27 Ave Miami FL 33135 596166904 501(c)(3) 10000 Contribution to support organization's mission CAMILLUS HOUSE INC 1603 NW 7 Ave Miami FL 33136 650032862 501(c)(3) 35000 Support for community clinic Campus Crusade for Christ 100 Lake Hart Drive Orlando FL 32832 956006173 501(c)(3) 10000 Support for the Miami Open Forum & Benefit Concert Caridad Center Inc 8645 W Boynton Beach Blvd Boynton Beach FL 33472 650149423 501(c)(3) 255000 Contribution for clinic support CARING FOR MIAMI INC 8900 SW 168TH STREET PALMETTO BAY FL 33157 264725581 501(c)(3) 250000 Contribution to provide access to free dental services to uninsured, low-income families in Miami-Dade and Monroe counties CATALYST MIAMI INC 3000 BISCAYNE BOULEVARD Miami FL 33137 650690368 501(c)(3) 149000 Contribution for clinic support Chapman Partnership Inc 1550 N Miami Ave Miami FL 33136 650425069 501(c)(3) 30000 Contribution to support organization's mission Children's Healthcare Charity CO IMG 3300 PGA BLVD NO 800 Palm Beach Gardens FL 33410 204394654 501(c)(3) 10000 Support for the Women's Leadership Forum Honda Classic 2020 inspiring professional women toward career and personal development Community Health Foundation Inc 10300 SW 216 ST Miami FL 33190 592820761 501(c)(3) 3700000 Contribution to support organization's mission Community Health of SF Inc 10300 SW 216 ST Miami FL 33190 591372690 501(c)(3) 4500000 Contribution to support organization's mission CORAL GABLES COMMUNITY FOUNDATION 1825 PONCE DE LEON Coral Gables FL 33134 650208290 501(c)(3) 10000 Support for annual fundraising events to support community efforts Fairchild Tropical Botanic Garden 10901 Old Culter Road Coral Gables FL 33156 590668480 501(c)(3) 10000 Support for annual fundraising events to support community efforts FIRST CALL FOR HELP OF BROWARD INC 250 NE 33RD STREET OAKLAND PARK FL 33334 650589294 501(c)(3) 9500 Contribution to support the live, 24-hour comprehensive helpline, providing all people with crisis, health and human services support FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION 11200 SW 8 St Miami FL 33199 237047106 501(c)(3) 441675 Support for the NeighborhoodHELP program to continue programs in South Miami and West Kendall Communities FRIENDS OF THE UNDERLINE INC 1004 COTORRO AVENUE Coral Gables FL 33146 464028150 501(c)(3) 65000 Support the development and expansion of Friend of the Underline health and wellness programs Gilda's Club of South Florida Inc 119 Rose Drive Fort Lauderdale FL 33316 650528626 501(c)(3) 25000 Contribution to support organization's mission Girl Scouts of Southeast Florida Inc 6944 Lake Worth Road Lake Worth FL 33467 590657327 501(c)(3) 13500 Support for health and wellness initiatives in Broward and Palm Beach GOOD HEALTH CLINIC INC 91555 Overseas Hwy TAVERNIER FL 33070 043745805 501(c)(3) 178000 Assist the clinic in meeting its operational expenses in providing primary care to low-income families in Monroe county Goodwill Industries of South Florida Inc 2121 NW 21 ST Miami FL 33142 590866126 501(c)(3) 6500 Support for annual fundraising events GREATER MIAMI JEWISH FEDERATION 4200 Biscayne Blvd Miami FL 33137 590624404 501(c)(3) 10000 Contribution to support organization's mission Habitat for Humanity of South Palm Beach 181 SE 5th Avenue Delray Beach FL 33483 650307017 501(c)(3) 40000 Contribution to build homes in areas of need Habitat for Humanity of the Upper Keys Inc 98970 Overseas Hwy Key Largo FL 33037 650169353 501(c)(3) 40000 Contribution to build homes in areas of need Hollub Family Foundation Inc 5780 SW 119 Street Miami FL 33156 650677206 501(c)(3) 7500 Support fundraising efforts for the fight against breast and ovarian cancer, promote awareness, enhance prevention and early detection. Jorge M Perez Art Museum of Miami Dade 1103 Biscayne Blvd Miami FL 33132 592048869 501(c)(3) 10000 Support of the Art of Party fundraiser LEADERSHIP BROWARD FOUNDATION INC 1640 W OAKLAND PK BLVD Fort Lauderdale FL 33311 650387636 501(c)(3) 11850 Contribution to support students' tuition Mandel Jewish Community Center 8500 Jog Road Boynton Beach FL 33472 591582799 501(c)(3) 6750 Support various local community events Manfred Memorial Foundation Inc 7600 SW 104 St Miami FL 33156 592089153 501(c)(3) 6500 Support fundraiser for customized training classes for students to succeed in their vocation of choice. MIAMI BAPTIST ASSOCIATION 7855 SW 104 ST Miami FL 33156 590914210 501(c)(3) 740000 Assist the clinic in meeting its operational expenses in providing primary care to low-income families in Miami-Dade county MIAMI BEACH JEWISH COMMUNITY CENTER INC 4221 PINE TREE DRIVE Miami Beach FL 33140 592788834 501(c)(3) 10000 Support for the Annual Adult Education Partnership Miami-Dade Beacon Council Inc 80 SW 8 ST Miami FL 33130 592603574 501(c)(3) 15000 Sponsorship Bundle for Fiscal Year including One Community One Goal, Beacon Awards Miami Design Preservation League PO Box 190180 Miami Beach FL 33139 591788624 501(c)(3) 10000 Support for the Art Deco Weekend Wellness MIAMI DADE COUNTY DAYS INC 6815 Biscayne Blvd Miami FL 33138 650102405 501(c)(4) 10500 Contribution to support organization's mission New Hope Corps Inc 1020 N Krome Ave HOMESTEAD FL 33030 650440678 501(c)(3) 154000 Contribution to the organization to enhance the health and well-being of individuals in the area of behavioral health New World Symphony Inc 500 17 Street Miami Beach FL 33139 592809056 501(c)(3) 41667 Support for the Mind Body Music Open House, Wellness series, and Gala Ocean Reef Community Foundation Inc 35 Ocean Reef Drive Key Largo FL 33037 650509255 501(c)(3) 6000 Support of the Gala Dinner fundraiser at the All Charities Auction Weekend Ocean Reef Medical Center Foundation 50 Barracuda Ln Key Largo FL 33037 650443146 501(c)(3) 29000 Support of the "Fun-Raiser" 2-day event of golf, tennis, evening celebration for the community OPEN DOOR HEALTH CENTER INC 1350 SW 4 St HOMESTEAD FL 33030 830375996 501(c)(3) 468000 Assist the clinic in meeting its operational expenses in providing primary care to low-income families in Miami-Dade county PEDIATRIC ALTERNATIVE TREATMENT CARE HOUSING & EVALUATION SERVICES INC (PAT 335 SOUTH KROME AVE FLORIDA CITY FL 33034 651012818 501(c)(3) 168000 Contribution to support organization's mission Polo for Life Inc 11924 Forest Hill Blvd Wellington FL 33414 832488311 501(c)(3) 15000 Support of the fundraiser to provide financial assistance & programs to families impacted by pediatric cancer Promise Fund of Florida Inc 7207 West Lake Drive West Palm Beach FL 33406 830535519 501(c)(3) 25000 Contribution to the Perfect Pink Party 2020 fundraiser to reduce deaths due to late stage breast and cervical cancer Save Our Sisters DBT Inc 7200 SW 108th Terrace Miami FL 33156 371571296 501(c)(3) 10000 Sponsored the Breast Cancer Survivor Dragon Boat Racing team for survivors giving health-giving, life affirming opportunities SHARSHERET 1086 Teaneck Road Teaneck NJ 07666 134198529 501(c)(3) 10000 Hosted 2 educational outreach events focused on Jewish community and their increased genetic risk and prevention of breast and ovarian cancer Sofia's Hope Inc 10106 SW 126 ST Miami FL 33176 461900752 501(c)(3) 14000 Horse therapy and zoo field trip for pediatric cancer patients and their families to support mental health SOUTH MIAMI CHILDRENS CLINIC 6200 SW 73 St Miami FL 33143 204583206 501(c)(3) 350000 Assist the clinic in meeting its operational expenses in providing primary care to low-income families in South Miami community SPECIAL OLYMPICS FLORIDA INC 1915 Don Wickham Dr Clermont FL 34711 237181560 501(c)(3) 6500 Contribution for the transportation and Room & Board for the Special Olympics Games SUSAN G KOMEN MIAMIFORT LAUDERDALE 11098 biscayne blvd Miami FL 33161 752462834 501(c)(3) 37500 Contribution to the 2019 More than Pink Walk TEAM FOOTWORKS 5724 Sunset Dr Miami FL 33143 650455073 501(c)(3) 42000 Support of the Corporate Run in Dade, Broward, Palm Beach THE BROWARD ALLIANCE INC GREATER FT LAUDERDALE 110 E BROWARD BLVD Fort Lauderdale FL 33301 592697760 501(c)(6) 28000 Funds support Governor Council Membership and Broward County Economic Development THE LEUKEMIA & LYMPHOMA SOCIETY 200 South Park RD Hollywood FL 33021 135644916 501(c)(3) 52500 Contribution to the Light the Night & Florida Blood Cancer Conference United Way of Broward County 1300 South Andrews Avenue Fort Lauderdale FL 33316 590624402 501(c)(3) 10000 Supported the Mayor's Gala and 6th Annual Behavioral Health event United Way of Miami-Dade 3250 SW 3rd Avenue Miami FL 33129 590830840 501(c)(3) 22500 Contribution for the Veritage and Mayors Ball fundraising events Upper Keys Rotary Foundation PO Box 1514 Tavernier FL 33070 650385528 501(c)(3) 10000 Contributions for scholarship Opportunities YOUNG MEN'S CHRISTIAN ASSOCIATION OF BROWARD COUNTY FLORIDA INC 900 SE 3RD AVENUE Fort Lauderdale FL 33316 590624463 501(c)(3) 10000 Contribution to support organization's mission YWCA OF GREATER MIAMI DADE INC 351 NW 5th ST Miami FL 33128 590624450 501(c)(3) 10000 Support for the 21-Day Challenge promoting racial equity and social justice BAPTIST HEALTH MEDICAL GROUP INC 6855 RED ROAD SUITE 600 CORAL GABLES FL 33143 462597739 501(C)(3) 872723691 Support organization's OPERATIONS 62 2 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. BAPTIST HEALTH SOUTH FLORIDA CONTRIBUTES TO ORGANIZATIONS THAT ARE IN ALIGNMENT WITH OUR MISSION. THE ORGANIZATION STRIVES TO ENSURE THAT CONTRIBUTIONS ARE MADE TO ORGANIZATIONS THAT IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITIES IT SERVES. TYPICALLY MEMBERS OF MANAGEMENT ARE INVOLVED WITH THESE ORGANIZATIONS AND MONITOR THE BENEFITS OUR COMMUNITIES RECEIVE FROM THEM. X true true X X X X X true true false false false false false true false Ralph Lawson Former CFO 145588 0 0 0 0 0 0 0 0 0 145588 0 0 0 D Wayne Brackin Former COO 0 0 0 0 682000 0 0 0 0 0 682000 0 0 0 Jack Ziffer MD CMO 693255 0 869883 0 215948 0 5500 0 45903 0 1830488 0 83943 0 Joe Natoli Chief Admin Officer 624785 0 629390 0 13731 0 222654 0 24279 0 1514839 0 0 0 Matthew Arsenault CFO 623141 0 555272 0 124369 0 205067 0 31346 0 1539196 0 46209 0 Albert Boulenger COO 789749 0 713922 0 231832 0 196359 0 37326 0 1969188 0 92790 0 Brian Keeley CEO & President 1160441 0 1562982 0 303403 0 5500 0 30719 0 3063045 0 0 0 Ana Lopez-Blazquez CSO 519961 0 515732 0 11316 0 149340 0 13823 0 1210172 0 89904 0 Adriene McCoy SR VP Chief HR Officer 410527 0 481072 0 82383 0 133068 0 11585 0 1118635 0 112657 0 David Friedman SR VP General Counsel 449107 0 500160 0 58899 0 137739 0 33017 0 1178922 0 99206 0 Philomena Taylor CIO 407012 0 446263 0 46660 0 106894 0 29989 0 1036818 0 75857 0 Lincoln S Mendez CEO - Boca Raton Regional Hospital, Inc 556681 0 437478 0 60379 0 85125 0 46129 0 1185791 0 66852 0 Dr Mark Hauser President of Medical Staff Affairs 413212 0 553329 0 87417 0 5113 0 21803 0 1080874 0 0 0 Javier Hernandez-Lichtl CEO-Doctors Hospital 438411 0 429921 0 39748 0 99521 0 29676 0 1037277 0 71284 0 Patricia Rosello CEO - Baptist Hospital of Miami 633297 0 539551 0 31308 0 165628 0 32261 0 1402044 0 63437 0 Michael Zinner MD CEO - Miami Cancer Institute 1494993 0 150000 0 3000 0 5500 0 10065 0 1663558 0 0 0 Schedule J, Part I SCHEDULE J ANNUALLY, AS PART OF THE BAPTIST HEALTH SOUTH FLORIDA EXECUTIVE BENEFIT PLAN, EXECUTIVES DEFER A PORTION OF THEIR FLEXIBLE BENEFIT ALLOWANCE AND AT LEAST 50% OF THEIR LONG-TERM INCENTIVE AWARDS INTO A CAPITAL ACCUMULATION ACCOUNT ("CAA") ESTABLISHED FOR EACH PARTICIPANT. MOST OF THE EXECUTIVES USE THE FUNDS FROM THE CAA TO HELP FUND RETIREMENT. THE AMOUNTS CREDITED TO EACH PARTICIPANT'S CAA MUST BE DEFERRED FOR A MINIMUM OF TWO YEARS AND ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE UNTIL PAID. HOWEVER, WHEN A PARTICIPANT ATTAINS AGE 66 DURING A PLAN YEAR, THE AMOUNTS CREDITED TO THEIR CAA DURING THAT PLAN YEAR AND ALL FUTURE YEARS MAY NO LONGER BE DEFERRED AND MUST BE PAID OUT TO THE EXECUTIVE IN THE YEAR CREDITED. Schedule J, Part II, Column (B)(ii) EXECUTIVE COMPENSATION ALL EXECUTIVE COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE COMPENSATION COMMITTEE WHICH IS COMPRISED OF INDEPENDENT UNCOMPENSATED MEMBERS OF THE BOARD OF TRUSTEES WHO HAVE CERTIFIED THAT THEY HAVE NO CONFLICT OF INTEREST WITH THE ORGANIZATION. REPORTABLE COMPENSATION INCLUDES BASE SALARY AS WELL AS PAYMENTS UNDER A FORMAL INCENTIVE PLAN WHICH REWARDS SUCCESSFUL ACHIEVEMENT OF QUALITY, MISSION, CHARITY CARE, AND FINANCIAL CORPORATE OBJECTIVES. Schedule J, Part I, Line 1a First-class or charter travel EXECUTIVE COMPENSATION BAPTIST HEALTH EXECUTIVES ARE PROVIDED WITH A COMMON SET OF PERQUISITES THAT ARE TYPICAL OF OTHER RESPONSIBLE NOT-FOR PROFIT ORGANIZATIONS TO ENABLE THEM TO MORE EFFECTIVELY CONDUCT THEIR BUSINESS. THESE BENEFITS ARE DEEMED BY THE COMPENSATION COMMITTEE TO BE APPROPRIATE AND CONSERVATIVE. PERQUISITES ARE GENERALLY LIMITED TO AUTO AND CELL PHONE ALLOWANCES WHICH ARE FULLY TAXABLE TO THE EXECUTIVE. OTHER PERQUISITES PROVIDED TO EXECUTIVES, SUCH AS PAID TIME OFF OR REIMBURSEMENT FOR RELEVANT EDUCATIONAL EXPENSES, ARE OFFERED TO ALL EMPLOYEES IN ACCORDANCE WITH ENTERPRISE-WIDE POLICIES AND PROCEDURES. BUSINESS TRAVEL FOR EXECUTIVES ON COMMERCIAL AIRLINES IS LIMITED TO COACH FARES (AN UPGRADE TO THE NEXT AVAILABLE CLASS OF SERVICE, E.G., BUSINESS CLASS, MAY BE PERMITTED WHEN THE FLIGHT DURATION IS IN EXCESS OF FIVE HOURS OR AN OVERNIGHT ACCOMMODATION CAN BE AVOIDED). CHARTERED PLANE TRAVEL, SPOUSAL TRAVEL, LUXURY RESIDENCES FOR PERSONAL USE, HEALTH, AND PERSONAL SERVICES (SUCH AS MAID, CHAUFFEUR, CHEF, LANDSCAPER) ARE NOT PROVIDED (OR REIMBURSED) TO BAPTIST HEALTH EXECUTIVES. In FY2020, the following employees travelled first class in accordance with the BHSF travel policy. The first class travel benefit was not treated as taxable income to the employees. - Brian Keeley, CEO & President - Dr. Mark Hauser, President of Medical Staff Affairs - Patricia Rosello, CEO - Baptist Hospital of Miami Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE SOUTH FLORIDA MARKET FOR HIGHLY COMPETENT HEALTHCARE EXECUTIVES REFLECTS A VERY COMPETITIVE ENVIRONMENT FOR QUALIFIED EXECUTIVES. IT IS COMPRISED OF LARGE, NATIONAL, FOR PROFIT CHAINS AND NOT-FOR-PROFIT HOSPITAL SYSTEMS AND STAND-ALONE HOSPITALS. THE BOARD OF TRUSTEES OF BAPTIST HEALTH SOUTH FLORIDA, INC. SEEKS EXECUTIVES OF VISION AND LEADERSHIP TO CARRY OUT THE ORGANIZATION'S FAITH-BASED MISSION OF QUALITY CARE AND COMMUNITY SERVICE. THE BOARD EXPECTS THESE EXECUTIVES TO PROVIDE LEADERSHIP THAT WILL PLACE BAPTIST HEALTH AMONG THE BEST HEALTHCARE SYSTEMS IN THE NATION FOR QUALITY AND EXCELLENCE. THE BOARD EXPECTS EXECUTIVES TO DEMONSTRATE INTEGRITY AND LOYALTY IN THE PERFORMANCE OF THEIR DUTIES AND TO ADHERE TO BAPTIST HEALTH'S CONFLICT OF INTEREST POLICY, EXECUTIVE CODE OF CONDUCT AND ALL COMPLIANCE/ETHICS POLICIES. EXECUTIVE COMPENSATION IS CONSIDERED THE FOUNDATION TO ATTRACT AND RETAIN EXECUTIVES WITH THE TALENT, EXPERIENCE AND CHARACTER TO MEET THESE EXPECTATIONS. THE BOARD'S COMPENSATION COMMITTEE IS COMPRISED EXCLUSIVELY OF INDEPENDENT BOARD MEMBERS WHO SERVE VOLUNTARILY WITHOUT ANY REMUNERATION, AND WHO MUST ADHERE TO A STRINGENT CONFLICT OF INTEREST POLICY THAT PRECLUDES THEM OR THEIR FAMILIES FROM DOING BUSINESS WITH BAPTIST HEALTH. THE COMMITTEE IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE AND APPROVING THE COMPENSATION FOR all of the entity's EXECUTIVES. THE TERM "COMPENSATION" INCLUDES SALARIES, BENEFITS AND INCENTIVES. THE COMPENSATION COMMITTEE ANNUALLY ENGAGES A NATIONALLY RECOGNIZED, INDEPENDENT CONSULTANT TO CONDUCT COMPENSATION SURVEYS AND TO ADVISE THE BOARD ON COMPENSATION POLICIES. THE COMPENSATION COMMITTEE DECISIONS ARE BASED ON THE FOLLOWING: 1. TOTAL COMPENSATION PACKAGE: RECRUITMENT AND RETENTION OF CAPABLE, PRODUCTIVE EXECUTIVES IS ACCOMPLISHED THROUGH DESIGN OF A TOTAL COMPENSATION PACKAGE THAT INCLUDES A BASE SALARY, AT-RISK INCENTIVE PAY, AND BENEFITS. IT IS THE OBJECTIVE OF BAPTIST HEALTH TO ENSURE A CONSISTENT COMPENSATION PHILOSOPHY ACROSS ALL EMPLOYEE AND LEADERSHIP LEVELS THAT REWARDS OUTSTANDING PERFORMANCE USING A CASH PLUS EMPLOYEE BENEFITS PACKAGE TARGETING THE 75TH PERCENTILE. BASE SALARIES OF FULLY PRODUCTIVE EXECUTIVES ARE INDEXED TO THE MEDIAN (50TH PERCENTILE) SALARY PAID BY SIMILAR HEALTHCARE ORGANIZATIONS. INCENTIVE PAY FOR SUPERIOR ACHIEVEMENT PROVIDES THE OPPORTUNITY FOR TOTAL CASH COMPENSATION AT THE 75TH PERCENTILE OF THE EXECUTIVE'S PEER GROUP IF THE EXECUTIVE EXCEEDS HIS/HER PERFORMANCE METRICS. 2. PERFORMANCE-BASED SALARY INCREASES: ONE OF THE KEY ELEMENTS OF BAPTIST HEALTH'S EXECUTIVE COMPENSATION PHILOSOPHY IS "PAY FOR PERFORMANCE." SALARY INCREASES ARE BASED UPON THE DEGREE TO WHICH EACH EXECUTIVE ACHIEVES HIS/HER INDIVIDUAL PERFORMANCE OBJECTIVES FOR THE YEAR, WHICH ARE TIED TO CORPORATE OBJECTIVES. GENERALLY THESE OBJECTIVES RELATE TO CLINICAL QUALITY; PATIENT, PHYSICIAN AND COMMUNITY SATISFACTION; CHARITY CARE AND MISSION GOALS; FINANCIAL PERFORMANCE AND EXPENSE MANAGEMENT. INDIVIDUAL AND GROUP PERFORMANCE AGAINST THESE OBJECTIVES IS REVIEWED BY THE COMPENSATION COMMITTEE AND BOARD OF TRUSTEES ANNUALLY AFTER THE CLOSE OF THE FISCAL YEAR. 3. MARKET-BASED SALARY INCREASES: THE BOARD'S COMPENSATION COMMITTEE REVIEWS THE MARKET VALUE OF EXECUTIVE POSITIONS ANNUALLY TO ASSURE THAT BAPTIST HEALTH'S PAY LEVELS ARE COMPETITIVE. THE INDEPENDENT CONSULTANT, SELECTED BY THE COMPENSATION COMMITTEE, OBTAINS EXECUTIVE SALARY INFORMATION FOR FUNCTIONALLY COMPARABLE POSITIONS AT HEALTHCARE INSTITUTIONS OF COMPARABLE SIZE WITHIN FLORIDA AND THE UNITED STATES. BAPTIST HEALTH'S PEER GROUP IS COMPRISED OF OTHER COMPLEX NOT-FOR-PROFIT HOSPITAL SYSTEMS OF SIMILAR SIZE AND SCOPE BUT DOES NOT INCLUDE FOR-PROFIT HOSPITALS, WHOSE COMPENSATION PRACTICES ARE FAR MORE GENEROUS. 4. NO GUARANTEED SALARY INCREASES: THERE IS NO GUARANTEE OF ANNUAL EXECUTIVE SALARY INCREASES. SALARY INCREASES DEPEND UPON THE ORGANIZATION'S ABILITY TO PAY, THE EXECUTIVE'S SALARY IN RELATION TO THE MARKET, THE EXECUTIVE'S PERFORMANCE LEVEL, AND INTERNAL PAY RELATIONSHIPS TO PEERS. 5. AT-RISK INCENTIVE PAY: KEY EXECUTIVES WHO CONTROL SIGNIFICANT ASSETS OR WHO HAVE A MAJOR IMPACT ON OPERATIONS MAY EARN INCENTIVE PAY, CAPPED AT A PRE-DETERMINED PERCENTAGE OF THE EXECUTIVE'S BASE SALARY. THE PURPOSE OF INCENTIVE PAY IS TO FOCUS EXECUTIVE ACTION ON KEY "PERFORMANCE THRESHOLDS" ND CORPORATE GOALS THAT ARE APPROVED BY THE BOARD'S COMPENSATION COMMITTEE. THE ACHIEVEMENT OF THESE GOALS REQUIRES EXTRAORDINARY EFFORT, COMMITMENT AND ACHIEVEMENT. THE INCENTIVE COMPONENT OF THE EXECUTIVE'S TOTAL COMPENSATION IS VARIABLE AND TOTALLY AT RISK, DEPENDING UPON THE ACHIEVEMENT OF THE AGREED-UPON GOALS. 6. PERQUISITES: BAPTIST HEALTH EXECUTIVES ARE PROVIDED WITH A COMMON SET OF PERQUISITES THAT ARE TYPICAL OF OTHER RESPONSIBLE NOT-FOR-PROFIT ORGANIZATIONS TO ENABLE THEM TO MORE EFFECTIVELY CONDUCT THEIR BUSINESS. THESE BENEFITS ARE DEEMED BY THE COMPENSATION COMMITTEE TO BE APPROPRIATE AND CONSERVATIVE. PERQUISITES ARE GENERALLY LIMITED TO AUTO AND CELL PHONE ALLOWANCES, WHICH ARE TAXABLE TO THE EXECUTIVE. OTHER PERQUISITES PROVIDED TO EXECUTIVES, SUCH AS PAID TIME OFF OR REIMBURSEMENT FOR RELEVANT EDUCATIONAL EXPENSES, ARE OFFERED TO ALL EMPLOYEES IN ACCORDANCE WITH ENTERPRISE-WIDE POLICIES AND PROCEDURES. BUSINESS TRAVEL FOR EXECUTIVES ON COMMERCIAL AIRLINES IS LIMITED TO COACH FARES (AN UPGRADE TO THE NEXT AVAILABLE CLASS OF SERVICE, E.G., BUSINESS CLASS, MAY BE PERMITTED WHEN THE FLIGHT DURATION IS IN EXCESS OF FIVE HOURS OR AN OVERNIGHT ACCOMMODATION CAN BE AVOIDED). CHARTERED PLANE TRAVEL, SPOUSAL TRAVEL, LUXURY RESIDENCES FOR PERSONAL USE, HEALTH, COUNTRY OR SOCIAL CLUB DUES AND PERSONAL SERVICES (SUCH AS MAID, CHAUFFEUR, CHEF, LANDSCAPER) ARE NOT PROVIDED (OR REIMBURSED) TO BAPTIST HEALTH EXECUTIVES. Schedule J, Part I, Line 4a Severance or change-of-control payment D. Wayne Brackin, Former COO, received a payment for severance in FY2020 in the amount of $682,000. Such amounts were paid pursuant to his employment contract. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan AS PART OF THE BAPTIST HEALTH SOUTH FLORIDA EXECUTIVE BENEFIT PLAN, EXECUTIVES ARE ELIGIBLE TO ALLOCATE A PORTION OF THEIR FLEXIBLE SPENDING ALLOWANCE TO A SUPPLEMENTAL SURVIVOR ACCUMULATION BENEFIT(SSAB) ACCOUNT. THE SSAB IS A LIFE INSURANCE PRODUCT THAT PROVIDES A DEFERRED RETIREMENT BENEFIT FOR THE EXECUTIVE OR A DEATH BENEFIT FOR THE EXECUTIVE'S SURVIVORS. CONTRIBUTIONS TO THE SSAB MAY BE MADE ANNUALLY TO THE PARTICIPANT'S ACCOUNT. ALL CONTRIBUTIONS ACCUMULATE, ALONG WITH INVESTMENT EARNINGS, FOR THE PERIOD THE EXECUTIVE PARTICIPATES. THE EXECUTIVE DOES NOT HAVE ACCESS TO THE CONTRIBUTIONS MADE OR THE RELATED INVESTMENT INCOME, ALL OF WHICH IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. PURSUANT TO THE SSAB PLAN GUIDELINES, THIS BENEFIT IS TERMINATED UPON AN EXECUTIVE REACHING AGE 65, HOWEVER, PAYMENT CAN BE DEFERRED TO A DATE AT LEAST TWO YEARS AFTER REACHING AGE 65 BUT NO LATER THAN 68. AT THAT TIME THE ENTIRE AMOUNT ACCUMULATED IS PAID OUT IN A LUMP SUM. SSAB amounts vested in FY20 included: Corey Gold $80,164 Philipp Ludwig $122,336 Eric Wenke $21,828 Schedule J, Part I, Line 7 Non-fixed payments KEY EXECUTIVES WHO CONTROL SIGNIFICANT ASSETS OR WHO HAVE A MAJOR IMPACT ON OPERATIONS MAY EARN INCENTIVE PAY, CAPPED AT A PRE-DETERMINED PERCENTAGE OF THE EXECUTIVE'S BASE SALARY. THE PURPOSE OF INCENTIVE PAY IS TO FOCUS EXECUTIVE ACTION ON KEY "PERFORMANCE THRESHOLDS" AND CORPORATE GOALS THAT ARE APPROVED BY THE BOARD'S COMPENSATION COMMITTEE. THE ACHIEVEMENT OF THESE GOALS REQUIRES EXTRAORDINARY EFFORT, COMMITMENT AND ACHIEVEMENT. THE INCENTIVE COMPONENT OF THE EXECUTIVE'S TOTAL COMPENSATION IS VARIABLE AND TOTALLY AT RISK, DEPENDING UPON THE ACHIEVEMENT OF THE AGREED-UPON GOALS. A CITY OF SOUTH MIAMI HEALTH FACILITIES AUTHORITY 650641181 838810EE5 2017-12-28 895943006 THE PROCEEDS OF THE 2017 BONDS WERE USED TO REFUND BONDS ISSUED 5/26/2007, 4/22/2010 AND 5/2/2013. false false false B Palm Beach County Health Facilities Authority 521297506 69651ABM5 2019-10-15 402985190 The bonds were issued to fund various hospital renovations and expansions throughout the system. false false false A 27225000 895943006 895943006 true true true true B 7845000 404973466 2935190 143189517 258848760 false false false true A false false true true true true 0.0 0.01 0.01 false false false B false false false false 0.0 0.0 0.0 false false false A false true false false false false false false false B false true false false false false false false false A false B false Schedule K, Part IV, Line 3 Variable Rate THE FORM 8038 FOR THE BONDS ERRONEOUSLY REPORTS THE ISSUE AS VARIABLE YIELD. Schedule K, Part IV, Line 6 Gross Proceeds Invested THIS QUESTION IS BEING ANSWERED WITHOUT REGARD TO A YIELD-RESTRICTED ADVANCE REFUNDING ESCROW. Schedule K, Part II, Line 3 Total proceeds of issue Total proceeds includes the issue price and cumulative earnings on unspent bond proceeds Form 990, Part III, Line 1 Organization MISSION THE MISSION OF BAPTIST HEALTH SOUTH FLORIDA IS TO IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS, AND TO PROMOTE THE SANCTITY AND PRESERVATION OF LIFE, IN THE COMMUNITIES WE SERVE. BAPTIST HEALTH IS A FAITH-BASED ORGANIZATION GUIDED BY THE SPIRIT OF JESUS CHRIST AND THE JUDEO-CHRISTIAN ETHIC. WE ARE COMMITTED TO MAINTAINING THE HIGHEST STANDARDS OF CLINICAL AND SERVICE EXCELLENCE, ROOTED IN THE UTMOST INTEGRITY AND MORAL PRACTICE. CONSISTENT WITH ITS SPIRITUAL FOUNDATION, BAPTIST HEALTH IS DEDICATED TO PROVIDING HIGH-QUALITY, COST-EFFECTIVE, COMPASSIONATE HEALTHCARE SERVICES TO ALL, REGARDLESS OF RELIGION, CREED, RACE OR NATIONAL ORIGIN, INCLUDING, AS PERMITTED BY ITS RESOURCES, CHARITY CARE TO THOSE IN NEED. Form 990, Part III, Line 4a PROGRAM ACCOMPLISHMENTS CONSISTENT WITH ITS SPIRITUAL FOUNDATION, BAPTIST HEALTH IS DEDICATED TO PROVIDING HIGH-QUALITY, COST-EFFECTIVE, COMPASSIONATE HEALTHCARE SERVICES TO ALL, INCLUDING, AS PERMITTED BY OUR RESOURCES, CHARITY CARE TO THOSE IN NEED. DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2020, BAPTIST HEALTH PROVIDED PATIENT SERVICES TO THE SOUTH FLORIDA AREA WITH 96,306 ADULT ADMISSIONS, 525,931 PATIENT DAYS, AND 417,611 EMERGENCY ROOM VISITS. DURING THAT SAME TIME PERIOD, URGENT CARE VISITS TOTALED 306,633, OUTPATIENT SURGERY CASES 83,583, AND TOTAL OUTPATIENT VISITS WERE 1,514,712 SYSTEM-WIDE. AS OF SEPTEMBER 30, 2020, THE SYSTEM HAD 2,745 LICENSED INPATIENT BEDS COMPRISED OF 2,560 ACUTE CARE BEDS. IN TOTAL, BAPTIST HEALTH PROVIDED MORE THAN $380,000,000 IN COMMUNITY BENEFIT DURING FY2020. WE PROVIDED CHARITY CARE VALUED AT $110,889,000 AS WELL AS $202,079,000 IN UNCOMPENSATED SERVICES. THE ESTIMATED COST OF PROVIDING CHARITY SERVICES AND UNCOMPENSATED SERVICES IS BASED ON RECENT HISTORICAL COST-TO-CHARGE RATIOS FOR CHARITY PATIENTS AND MEDICAID PATIENTS FROM BAPTIST HEALTH'S COST ACCOUNTING SYSTEM, APPLIED TO THE CURRENT PERIOD GROSS UNCOMPENSATED CHARGES ASSOCIATED WITH PROVIDING CARE TO CHARITY AND MEDICAID PATIENTS. BAPTIST HEALTH ALSO CONTRIBUTED $39,623,000 TO THE INDIGENT CARE FUND AND EXPENDED $4,160,000 FOR EDUCATIONAL PROGRAMS, SCREENINGS, CORPORATE SPONSORSHIPS AND DONATIONS. FREE COMMUNITY HEALTH AND WELLNESS PROGRAMS COVERED TOPICS RANGING FROM INSOMNIA AND FOOD SAFETY TO DIABETES AND WEIGHT CONTROL. IN ADDITION, BAPTIST HEALTH PROVIDED FREE SCREENINGS FOR CHOLESTEROL, BLOOD PRESSURE, BODY COMPOSITION AND OSTEOPOROSIS. BAPTIST HEALTH ALSO HELPED THOSE IN NEED OF PRIMARY CARE SERVICES BY DONATING APPROXIMATELY $2,136,000 TO NEIGHBORHOOD NOT-FOR-PROFIT CLINICS, including: THE GOOD NEWS CARE CENTER IN FLORIDA CITY, OPEN DOOR HEALTH CENTER IN HOMESTEAD, THE GOOD HEALTH CLINIC IN TAVERNIER, THE CARIDAD CENTER IN BOYNTON BEACH, THE SOUTH MIAMI CHILDREN'S CLINIC IN SOUTH MIAMI, AND CARING FOR Miami Mobile Dental Clinical. BAPTIST HEALTH SPENT $15,536,000 PAYING PHYSICIANS WHO PROVIDE CARE TO OUR COMMUNITY MEMBERS IN NEED. ADDITIONALLY, WE PROVIDED $1,814,000 IN CONTINUING MEDICAL EDUCATION, $2,818,000 IN PALLIATIVE CARE, $190,000 IN CHAPLAINCY CARE, AND $1,409,104 IN UNFUNDED PATIENT CARE DURING FY2020. BAPTIST HEALTH FULFILLS ITS MISSION TO PROVIDE COMPASSIONATE CARE NOT ONLY BY PROVIDING ASSISTANCE TO THOSE IN FINANCIAL NEED, BUT ALSO BY SUPPORTING SERVICES THAT INCUR OPERATING LOSSES THAT ARE ESSENTIAL TO THE COMMUNITY. IN ADDITION TO THE HEALTH-RELATED BENEFITS LISTED ABOVE, BAPTIST HEALTH ALSO HAS A SIGNIFICANT AND POSITIVE FINANCIAL IMPACT ON OUR COMMUNITY. AS OF FY2020, BAPTIST HEALTH EMPLOYED MORE THAN 23,000 INDIVIDUALS. AS SOUTH FLORIDA'S LARGEST PRIVATE EMPLOYER, BAPTIST HEALTH IS TAKING A LEADERSHIP ROLE BY COMMITTING TO THE ENVIRONMENTALLY RESPONSIBLE, ENERGY-EFFICIENT DESIGN AND FUNCTION OF OUR FACILITIES. THIS COMMITMENT APPLIES TO OUR DAY-TO-DAY OPERATIONS, FROM THE SUPPLIES WE PURCHASE TO THE VEHICLES WE USE. IN ACCORDANCE WITH OUR FAITH-BASED MISSION, BAPTIST HEALTH IS COMMITTED TO MAKING A SIGNIFICANT, POSITIVE IMPACT ON THE COMMUNITY IT SERVES. Form 990, Part IV, Line 24a Tax-exempt bonds Baptist Health reports the total amount of tax-exempt bonds on Schedule K, Supplemental Information on Tax-Exempt Bonds, for the organization as a whole. The tax-exempt bonds are allocated to each obligated member of the organization and reported on their respective Form 990, Balance Sheet. Form 990, Part V, Line 1a US INFORMATIONAL RETURNS BAPTIST HEALTH HAS A SYSTEM-WIDE TREASURY POLICY, WHICH RECOGNIZES ITS RESPONSIBILITY TO OVERSEE, MANAGE, AND COORDINATE ALL AFFILIATE OPERATIONS, INCLUDING THE TREASURY FUNCTIONS. BAPTIST HEALTH SOUTH FLORIDA, INC. ("BHSF") SERVES AS THE CENTRALIZED CASH RECEIPT AND DISBURSING AGENT FOR ALL BAPTIST HEALTH ENTITIES. AS SUCH ONLY BHSF ISSUES US INFORMATIONAL RETURNS. Form 990, Part V, Line 2a EMPLOYEES REPORTED ON FORM W-3 BHSF IS THE APPOINTED PAY AGENT FOR ALL OF ITS AFFILIATES. AS SUCH ONLY BHSF ISSUES FORM W-3. BHSF EMPLOYED 3,430 INDIVIDUALS DIRECTLY IN FY2020. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Brian Keeley and Albert Nahmad - Business relationship, SCOTT WESTON AND JANA SIGARS-MALINA - Business relationship Form 990, Part VI, Line 4 Significant changes to organizational documents THE ARTICLES OF INCORPORATION OF BAPTIST HEALTH SOUTH FLORIDA, INC WERE AMENDED AND RESTATED DURING THE FISCAL YEAR AS FOLLOWS: Article IV - Membership shall be as follows: The Corporation shall not have less than seventeen (17) nor more than forty-five (45) Trustees, who shall be the members of the Corporation and shall be its Board of Trustees, and may have one or more Trustee Emeritus and one or more Chairperson Emeritus who shall not be eligible to vote or serve as officers of the Corporation. The qualifications, terms of office, and the manner in which a Trustee shall become a Trustee or be elected and continue in office, and the qualifications and terms of the Trustee Emeritus and Chairperson Emeritus shall be as follows: Article IV - Membership, Subsection (b) - Affiliate Trustees shall be as follows: The following individuals from the affiliates of the Corporation shall be members of the Board of Trustees: (i) The Chairperson of the Board of Directors of each of the following corporations, or his or her designee from the Board of Directors of such corporation, shall be a Trustee during such time as he or she is serving as Chairperson or until such time as an appointed designee ceases to be a member of the respective Board of Directors or ceases to be the appointed designee: each of the Miami-Dade County hospitals affiliated with the Corporation, Baptist Outpatient Services, Inc., Baptist Health Enterprises, Inc., Baptist Health Medical Group, Inc., Miami Cancer Institute At Baptist Health, Inc., Baptist Health South Florida Foundation, Inc., Bethesda Health, Inc., and BRRH Corporation, and (ii) one voting member from the Board of the Directors of the Monroe County hospitals affiliated with the Corporation, with such individual to be nominated by the Nominating Committee of the Board of Trustees and elected by vote of the Board of Trustees and with such individual to serve until removed or until his or her successor is elected. Article IV - Membership, Subsection (e) - Affirmation shall be as follows: Every Trustee shall, as a requirement for serving as a Trustee, affirm annually that they will abide by and support the Corporation's stated Mission. Guiding Principle and Vision, and sign a written statement confirming such affirmation. Article IV - Membership, Subsection (i) - Removal shall be as follows: An Affiliate Chairperson Trustee, the Physician Trustee, and any Elected Trustee, whether now in office or hereafter elected, may be removed from office, with or without cause, by majority vote of the entire Board of Trustees at any regular or special meeting of the Board of Trustees. Form 990, Part VI, Line 11b Review of form 990 by governing body BAPTIST HEALTH MANAGEMENT IS RESPONSIBLE FOR THE ACCURACY AND COMPLETENESS OF THE TAX RETURNS OF BHSF AND ALL OF ITS NONPROFIT, CHARITABLE AFFILIATES. THIS FORM 990 HAS BEEN PREPARED IN CONFORMITY WITH THE INTERNAL REVENUE CODE AND TREASURY REGULATIONS. INDEPENDENT TAX CONSULTANTS AND MEMBERS OF MANAGEMENT HAVE REVIEWED IN DETAIL THE COMPLETED FORM 990. PRIOR TO FILING, THE FORM 990 PREPARATION PROCESS AND THE DOCUMENTS ARE DISCUSSED AT A MEETING OF THE FINANCE & RISK MANAGEMENT COMMITTEE OF THE BOARD OF TRUSTEES AND MADE AVAILABLE ELECTRONICALLY TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR REVIEW AND COMMENTARY. ADDITIONALLY, THE EXECUTIVE AND COMPENSATION COMMITTEES OF THE BHSF BOARD OF TRUSTEES, COMPOSED OF INDEPENDENT UNCOMPENSATED MEMBERS, REVIEW OTHER PERTINENT AREAS OF THE RETURN AS NEEDED. THE PRESIDENT AND CEO, AS WELL AS THE EXECUTIVE VICE PRESIDENT AND CFO, HEREBY CERTIFY AS TO THE ACCURACY AND COMPLETENESS OF THIS FORM 990. Form 990, Part VI, Line 12c Conflict of interest policy AN ACTUAL, POTENTIAL, OR PERCEIVED CONFLICT OF INTEREST OCCURS IN THOSE CIRCUMSTANCES WHERE AN EMPLOYEE'S JUDGEMENT COULD BE AFFECTED BECAUSE THE EMPLOYEE HAS A PERSONAL INTEREST, OTHER THAN THE RECEIPT OF COMPENSATION FROM BAPTIST IN THE OUTCOME OF A DECISION OVER WHICH THE EMPLOYEE HAS CONTROL OR INFLUENCE. FOR THE PURPOSES OF THIS POLICY, IT IS PRESUMED THAT MANAGERS HAVE CONTROL OR INFLUENCE OVER ANY DECISION AFFECTING A MATTER FOR WHICH A MANAGER HAS RESPONSIBILITY. A PERSONAL INTEREST EXISTS WHEN AN EMPLOYEE OR A MEMBER OF HIS OR HER FAMILY STANDS TO DIRECTLY OR INDIRECTLY OBTAIN FINANCIAL GAIN AS A RESULT OF A DECISION. THIS POLICY IS INTENDED FOR ALL EMPLOYEES TO UNDERSTAND, IDENTIFY, MANAGE, AND APPROPRIATELY DISCLOSE THOSE TRANSACTIONS, WHICH COULD RESULT IN AN ACTUAL, POTENTIAL, OR PERCEIVED CONFLICT OF INTEREST. IN ACCORDANCE WITH OUR CODE OF ETHICS, HIGH ETHICAL STANDARDS MUST BE OBSERVED IN THE NEGOTIATION AND EXECUTION OF ALL BUSINESS ACTIVITIES CONDUCTED AT, BY OR WITH BAPTIST HEALTH. ANY DECISIONS MADE BY BAPTIST HEALTH EMPLOYEES MUST BE MADE IN COMPLIANCE WITH APPLICABLE LAWS AND REGULATIONS, WITH THE BEST ORGANIZATIONAL INTERESTS OF BAPTIST HEALTH AS THE HIGHEST PRIORITY AND WITHOUT REGARD TO THE PERSONAL GAIN OR INTEREST OF ANY OTHER PERSON OR ENTITY. LIKEWISE, THE APPEARANCE OF ANY SUCH IMPROPER INFLUENCE ON ANY DECISIONS SHOULD BE CONSCIOUSLY AVOIDED. EMPLOYEES SHOULD ALSO ADHERE TO POLICY 828 WHICH PROHIBITS VENDOR SPONSORED TRAVEL, AND POLICY 829 LIMITING ACCEPTANCE OF PERSONAL HONORARIUMS, AND POLICY 831 WHICH PROVIDES LIMITATIONS AND GUIDELINES ON PHILANTHROPIC SOLICITATION OF VENDORS. A POTENTIAL OR PERCEIVED CONFLICT OF INTEREST MAY EXIST IRRESPECTIVE OF THE INTENT OF THE EMPLOYEE. BOARD CONFLICT OF INTEREST BAPTIST HEALTH HAS A STRONG AND ROBUST CONFLICT OF INTEREST POLICY. THE POLICY IS MEANT TO ENSURE THAT EACH VOTING MEMBER OF THE BOARD OF TRUSTEES GOVERNS THE AFFAIRS OF BAPTIST HEALTH WITH HONESTY AND INTEGRITY AND MAKES DECISIONS FOR THE BENEFIT OF BAPTIST HEALTH. VOTING BOARD MEMBERS MAY NOT BE EMPLOYED BY BAPTIST HEALTH, NOR ENGAGED TO PROVIDE SERVICES TO BAPTIST HEALTH IN EXCHANGE FOR CASH COMPENSATION. CONFLICT FREE DECISION MAKING EXTENDS BEYOND THE BOARD MEMBERS. TRANSACTIONS THAT MIGHT BENEFIT (I) THE PRIVATE INTEREST OF A MEMBER OR HIS OR HER FAMILY (II) AN ORGANIZATION CONTROLLED BY A MEMBER OF HIS OR HER FAMILY (III) AN ORGANIZATION IN WHICH A MEMBER OR HIS OR HER FAMILY HAS A MATERIAL INTEREST. SINCE THE APPEARANCE OF A CONFLICT OF INTEREST MAY BE AS DAMAGING TO BAPTIST HEALTH'S REPUTATION AS ACTUALLY PERMITTING A CONFLICT TO EXIST, EACH BOARD MEMBER HAS A CONTINUING OBLIGATION TO DISCLOSE ANY POTENTIAL CONFLICTS. THIS CONTINUING OBLIGATION IS SUPPLEMENTED BY AN ANNUAL CERTIFICATION THAT THE BOARD MEMBER IS FREE FROM ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE ANNUAL CERTIFICATION IS REVIEWED BY THE VICE PRESIDENT OF COMPLIANCE WHO REPORTS DIRECTLY TO THE BOARD. POTENTIAL CONFLICTS ARE FURTHER REVIEWED BY THE BOARD'S ETHICS COMMITTEE. IF A CONFLICT DOES EXIST, THE CONFLICTED BOARD MEMBER MAY BE REQUIRED TO (I) RESIGN FROM THE BOARD OR (II) ELIMINATE THE RELATIONSHIP, WHICH GIVES RISE TO THE CONFLICT. ENFORCEMENT AND MONITORING OF CONFLICT OF INTEREST POLICY ONE OF BAPTIST HEALTH'S GREATEST ASSETS IS THE INTEGRITY OF ITS VOLUNTEER BOARD MEMBERS. ONE WAY TO ASSURE INTEGRITY IS THE ORGANIZATION'S COMMITMENT TO A STRINGENT CONFLICT OF INTEREST POLICY FOR THEIR GOVERNING BOARDS AND MANAGEMENT. AS A PART OF A ROBUST CONFLICT OF INTEREST POLICY, BOARD MEMBERS MUST ANNUALLY COMPLETE A CONFLICT OF INTEREST DECLARATION FORM. THE AUDIT AND COMPLIANCE DEPARTMENT MONITOR TO ENSURE ALL VOTING MEMBERS SUBMIT THE DECLARATION FORM AND PERFORM NECESSARY RESEARCH TO UNDERSTAND IF A POTENTIAL CONFLICT EXISTS. ALL DISCLOSURES AND THE RELATED RESEARCH ARE SUMMARIZED FOR THE ETHICS COMMITTEE OF THE BAPTIST HEALTH SOUTH FLORIDA, INC. BOARD OF TRUSTEES. ANY DISCLOSURES THAT MAY RESULT IN THE APPEARANCE OF A CONFLICT ARE ADDRESSED BY THE COMMITTEE FOR ITS CONSIDERATION AND RESOLUTION. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE SOUTH FLORIDA MARKET FOR HIGHLY COMPETENT HEALTHCARE EXECUTIVES REFLECTS A VERY COMPETITIVE ENVIRONMENT FOR QUALIFIED EXECUTIVES. IT IS COMPRISED OF LARGE, NATIONAL, FOR PROFIT CHAINS AND NOT-FOR-PROFIT HOSPITAL SYSTEMS AND STAND-ALONE HOSPITALS. THE BOARD OF TRUSTEES OF BAPTIST HEALTH SOUTH FLORIDA, INC. SEEKS EXECUTIVES OF VISION AND LEADERSHIP TO CARRY OUT THE ORGANIZATION'S FAITH-BASED MISSION OF QUALITY CARE AND COMMUNITY SERVICE. THE BOARD EXPECTS THESE EXECUTIVES TO PROVIDE LEADERSHIP THAT WILL PLACE BAPTIST HEALTH AMONG THE BEST HEALTHCARE SYSTEMS IN THE NATION FOR QUALITY AND EXCELLENCE. THE BOARD EXPECTS EXECUTIVES TO DEMONSTRATE INTEGRITY AND LOYALTY IN THE PERFORMANCE OF THEIR DUTIES AND TO ADHERE TO BAPTIST HEALTH'S CONFLICT OF INTEREST POLICY, EXECUTIVE CODE OF CONDUCT AND ALL COMPLIANCE/ETHICS POLICIES. EXECUTIVE COMPENSATION IS CONSIDERED THE FOUNDATION TO ATTRACT AND RETAIN EXECUTIVES WITH THE TALENT, EXPERIENCE AND CHARACTER TO MEET THESE EXPECTATIONS. THE BOARD'S COMPENSATION COMMITTEE IS COMPRISED EXCLUSIVELY OF INDEPENDENT BOARD MEMBERS WHO SERVE VOLUNTARILY WITHOUT ANY REMUNERATION, AND WHO MUST ADHERE TO A STRINGENT CONFLICT OF INTEREST POLICY THAT PRECLUDES THEM OR THEIR FAMILIES FROM DOING BUSINESS WITH BAPTIST HEALTH. THE COMMITTEE IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE AND APPROVING THE COMPENSATION FOR all of the entity's EXECUTIVES. THE TERM "COMPENSATION" INCLUDES SALARIES, BENEFITS AND INCENTIVES. THE COMPENSATION COMMITTEE ANNUALLY ENGAGES A NATIONALLY RECOGNIZED, INDEPENDENT CONSULTANT TO CONDUCT COMPENSATION SURVEYS AND TO ADVISE THE BOARD ON COMPENSATION POLICIES. For further detail regarding the compensation structure, please reference to Schedule J, Part I, Line 3. Form 990, Part VI, Line 19 Required documents available to the public DOCUMENTS THAT ARE REQUIRED TO BE OPEN FOR PUBLIC INSPECTION ARE MADE AVAILABLE UPON REQUEST. IN ADDITION, BOTH THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC VIEWING ON THIRD PARTY WEBSITES. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON WWW.BAPTISTHEALTH.NET. Form 990, Part VII, Section A PART VII THE AMOUNTS APPEARING AS REPORTABLE COMPENSATION ON FORM 990 PART VII FOR VOLUNTEER BOARD MEMBERS ARE COMPOSED OF EITHER PAYMENTS FOR SERVICES AS AN ELECTED REPRESENTATIVE OF THE MEDICAL STAFF, NON-CLINICAL SERVICES RENDERED TO BAPTIST HEALTH WHICH MAKE POSSIBLE AN IMPORTANT ADMINISTRATIVE FUNCTION, OR MINOR DISCOUNTS ON CLINICAL SERVICES RECEIVED AT A BAPTIST HEALTH FACILITY. ALL OF THESE AMOUNTS ARE REPORTED IN ACCORDANCE WITH THE RULES AND REGULATIONS PERTAINING TO IRS FORMS W-2 AND 1099 RESPECTIVELY. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue CME Revenue - Total Revenue: 181007, Related or Exempt Function Revenue: 181007, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Miscellaneous Revenue - Total Revenue: 1412629, Related or Exempt Function Revenue: 775532, Unrelated Business Revenue: 637097, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances BOOK TO TAX DIFFERENCE FROM INVESTMENT IN PARTNERSHIP - -9373622; EQUITY IN AFFILIATES - -76891600; TEMPORARILY RESTRICTED NOT-FOR-PROFIT EQUITY - -88178; BENEFICIAL INTEREST IN NET ASSETS OF BHSF FOUNDATION - 2317187; CHANGE IN PERMANENTLY RESTRICTED NET ASSETS - 185175; EQUITY IN NOT-FOR-PROFIT AFFILIATES - XXX-XX-XXXX; BAPTIST HEALTH INTERNATIONAL SERVICES LLC 6855 RED ROAD SUITE 600 CORAL GABLES FL 33143 454706492 INTERNATIONAL SERVICES FL 612037 0 BHSF BAPTIST HEALTH SOUTH FLORIDA INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 650267668 SUPPORT FL 501(c)(3) Type III-FI NA true BAPTIST HOSPITAL OF MIAMI INC 8900 N KENDALL DRIVE MIAMI FL 33176 590910342 HOSPITAL FL 501(c)(3) 3 BHSF true SOUTH MIAMI HOSPITAL INC 6200 SW 73 ST MIAMI FL 33143 590872594 HOSPITAL FL 501(c)(3) 3 BHSF true HOMESTEAD HOSPITAL INC 975 BAPTIST WAY HOMESTEAD FL 33033 650232993 HOSPITAL FL 501(c)(3) 3 BHSF true MARINERS HOSPITAL INC 91500 OVERSEAS HIGHWAY TAVERNIER FL 33070 591987355 HOSPITAL FL 501(c)(3) 3 BHSF true WEST KENDALL BAPTIST HOSPITAL INC 9555 SW 162 AVE MIAMI FL 33196 522438452 HOSPITAL FL 501(c)(3) 3 BHSF true DOCTORS HOSPITAL INC 5000 UNIVERSITY DRIVE CORAL GABLES FL 33146 043775926 HOSPITAL FL 501(c)(3) 3 BHSF true BAPTIST OUTPATIENT SERVICES INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 562290370 MED. DIAG. FL 501(c)(3) 3 BHSF true BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 591923401 FUNDRAISING FL 501(c)(3) 7 BHSF true BHSF REAL ESTATE FOUNDATION INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 650611015 SUPPORT FL 501(c)(3) Type I BHSF true BAPTIST HEALTH MEDICAL GROUP INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 462597739 HEALTHCARE FL 501(c)(3) 10 BHSF true MIAMI CANCER INSTITUTE AT BAPTIST HEALTH INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 473090066 HEALTHCARE FL 501(c)(3) 10 BHSF true FISHERMENS HEALTH INC 3301 OVERSEAS HWY MARATHON FL 33050 821682066 HOSPITAL FL 501(c)(3) 3 BHSF true BETHESDA HEALTH INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 592447553 SUPPORT ORGANIZATION FL 501(c)(3) Type III-FI BHSF true BETHESDA HEALTH COMPREHENSIVE IMAGING SERVICES INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 592771779 O/P MEDICAL SERVICES FL 501(c)(3) 10 BHI true BETHESDA HEALTH OUTPATIENT SERVICES INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 650561263 O/P MEDICAL SERVICES FL 501(c)(3) 10 BHI true BETHESDA HOSPITAL INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 592447554 HOSPITAL FL 501(c)(3) 3 BHI true BETHESDA HOSPITAL FOUNDATION INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 596137805 FUNDRAISING FL 501(c)(3) 7 BHI true BETHESDA MEMORIAL HOSPITAL SIT (WORKMANS COMP) 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 596775830 SELF INSURANCE TRUST FL 501(c)(3) Type I BHI true BETHESDA MEMORIAL HOSPITAL SIT - MALPRACTICE 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 592230109 SELF INSURANCE TRUST FL 501(c)(3) Type I BHI true BETHESDA PAYROLL SERVICES INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 650523164 PAYROLL SUPPORT FL 501(c)(3) Type I BHI true BOCA RATON REGIONAL HOSPITAL INC 800 MEADOWS ROAD BOCA RATON FL 33486 591006663 HOSPITAL FL 501(c)(3) 3 BRRH true BRRH CORPORATION INC 800 MEADOWS ROAD BOCA RATON FL 33486 592406033 SUPPORT FL 501(c)(3) Type III-FI BHSF true BRRH HOME HEALTH SERVICES INC 800 MEADOWS ROAD BOCA RATON FL 33486 650044715 O/P MEDICAL SERVICES FL 501(c)(3) Type III-FI BRRH true KENDALL PROFESSIONAL CENTER LIMITED 6855 RED ROAD SUITE 600 CORAL GABLES FL 33143 592645094 LEASING OFFICE SPACE FL NA N/A BAPTIST SLEEP CENTERS OF SOUTH FLORIDA LLC 6855 RED ROAD SUITE 600 CORAL GABLES FL 33143 273597226 MEDICAL SERVICES FL NA N/A BAPTIST SURGERY AND ENDOSCOPY CENTERS LLC 6855 RED ROAD SUITE 600 CORAL GABLES FL 33143 201796841 MEDICAL SERVICES FL NA N/A BAPTIST HEALTH SURGERY CENTER LLC 8900 N KENDALL DRIVE MIAMI FL 33176 650663357 MEDICAL SERVICES FL NA N/A AMSURG BAPTIST NETWORK ALLIANCE LLC 6855 RED ROAD SUITE 600 CORAL GABLES FL 33143 473088958 HOLDING COMPANY FL NA N/A BAPTIST AMBULATORY ALLIANCE LLC 6855 RED ROAD SUITE 600 CORAL GABLES FL 33143 814431967 HOLDING COMPANY FL NA N/A HEALTH NETWORK AMBULATORY ALLIANCE LLC 6855 RED ROAD SUITE 600 CORAL GABLES FL 33143 814490589 HOLDING COMPANY FL NA N/A MIAMI CARDIAC AND VASCULAR INSTITUTE MANAGEMENT COMPANY 6855 RED ROAD SUITE 600 CORAL GABLES FL 33143 474128811 CARDIAC MEDICAL CENTER FL BHSF Related 892973 2085391 false true MEDLEY OPPORTUNITY FUND III LP 280 PARK AVENUE 6TH FLOOR EAST NEW YORK NY 10152 471284126 INVESTMENT IN DEBT NY BHSF Related 6248819 50049264 false false SOUTH FLORIDA CENTER FOR ENDOSCOPY & DIGESTIVE DISEASE LLC 7875 SW 104TH ST SUITE 201 Miami FL 33156 651112489 MEDICAL SERVICES FL NA N/A CARE SERVICES OF BETHESDA LLC CENTRAL EXPY STE 1300 DALLAS TX 75206 201745631 HOME HEALTH TX NA N/A MCCOY INVESTMENTS III LP 250 W 55TH ST 13D NEW YORK NY 10019 471225274 INVESTMENT IN FUNDS NY BHSF Related 2158557 18766116 false false BAPTIST HEALTH ENTERPRISES INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 592572862 REAL ESTATE MANAGEMENT FL BHSF C Corporation 54358878 197109561 true SAMARITAN RISK RETENTION GROUP 146 Fairchild Street Suite 135 Charleston SC 29492 203433505 INSURANCE SC BHSF C Corporation 11748715 48879341 true PINEAPPLE INSURANCE COMPANY 980465790 INSURANCE CJ BHSF C Corporation 490332 11638426 true BMAB EAST TOWER INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 654047110 LEASE OFFICE SPACE FL BHE C Corporation 5005217 8729267 true BAPTIST MEDICAL SERVICES CORP 6855 RED ROAD STE 600 CORAL GABLES FL 33143 650506620 HOLDING COMPANY FL BHE C Corporation 1244403 -2603976 true KENDALL CREDIT & BUSINESS SERVICES INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 650434778 COLLECTION AGENCY FL BHE C Corporation 2644461 1613754 true WEST KENDALL PROFESSIONAL SERVICES INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 650475570 COLLECTION AGENCY FL BHE C Corporation 0 0 true SOUTH MIAMI HEALTH ENTERPRISES INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 592623930 MEDICAL CENTER FL BHE C Corporation 0 199419 true EAST KENDALL INVESTMENTS INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 650593165 REAL ESTATE RENTAL FL BHE C Corporation 0 0 true BAPTIST AMBULATORY SERVICES INC 6855 RED ROAD STE 600 CORAL GABLES FL 33143 421573814 HOLDING COMPANY FL BHE C Corporation 12710692 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